TRUSTEES OF MOUNT HOLYOKE COLLEGE: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: TRUSTEES OF MOUNT HOLYOKE COLLEGE (EIN 04-2103578)
Tax period: 2022-07-01 to 2023-06-30
Filed: 2024-05-15
IRS object ID: 202441369349302149
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule E
Schedule F
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-15T07:50:20-05:00	ReturnTs
Tax Period End	2023-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	135565207	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KPMG LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	60 SOUTH STREET TWO FINANCIAL	AddressLine1Txt
Address Line2	CENTER	AddressLine2Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02111	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042103578	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE TRUSTEES OF MOUNT HOLYOKE COLLEGE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	TRUS	BusinessNameControlTxt
Phone	4135383674	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	50 COLLEGE STREET	AddressLine1Txt
City	SOUTH HADLEY	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01075	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CARL M RIES	PersonNm
Person Title	VP FIN & ADMIN, TREAS	PersonTitleTxt
Phone	4135382641	PhoneNum
Signature	2024-05-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	CARL	PersonFirstNm
Person Last	RIES	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	SHYAMALEE JOSEPH	PreparerPersonNm
PTIN	P01085371	PTIN
Phone	6179881000	PhoneNum
Preparation	2024-05-10	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	MOUNT HOLYOKE COLLEGE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	DANIELLE R HOLLEY	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	50 COLLEGE STREET	AddressLine1Txt
City	SOUTH HADLEY	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01075	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$329,809,184	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.MTHOLYOKE.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1836	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	THE MISSION OF MOUNT HOLYOKE COLLEGE IS TO PROVIDE AN INTELLECTUALLY ADVENTUROUS EDUCATION IN THE LIBERAL ARTS AND SCIENCES THROUGH ACADEMIC PROGRAMS RECOGNIZED INTERNATIONALLY FOR THEIR EXCELLENCE AND RANGE; TO DRAW STUDENTS FROM ALL BACKGROUNDS INTO AN EXCEPTIONALLY DIVERSE AND INCLUSIVE LEARNING COMMUNITY WITH HIGHLY ACCOMPLISHED, COMMITTED, AND RESPONSIVE FACULTY AND STAFF; TO CONTINUE BUILDING ON THE COLLEGE'S HISTORIC LEGACY OF LEADERSHIP IN THE EDUCATION OF WOMEN; AND TO PREPARE STUDENTS, THROUGH A LIBERAL EDUCATION INTEGRATING CURRICULUM AND CAREERS, FOR LIVES OF THOUGHTFUL, EFFECTIVE, AND PURPOSEFUL ENGAGEMENT IN THE WORLD.	ActivityOrMissionDesc
Voting Members Governing Body	30	VotingMembersGoverningBodyCnt
Voting Members Independent	29	VotingMembersIndependentCnt
Total Employee	2951	TotalEmployeeCnt
Total Volunteers	818	TotalVolunteersCnt
Total Gross UBI	-$1,197,019	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$49,095,962	PYContributionsGrantsAmt
CY Contributions Grants	$27,553,928	CYContributionsGrantsAmt
PY Program Service Revenue	$158,881,407	PYProgramServiceRevenueAmt
CY Program Service Revenue	$161,061,284	CYProgramServiceRevenueAmt
PY Investment Income	-$1,460,953	PYInvestmentIncomeAmt
CY Investment Income	$88,048,476	CYInvestmentIncomeAmt
PY Other Revenue	$9,439,463	PYOtherRevenueAmt
CY Other Revenue	$7,253,061	CYOtherRevenueAmt
PY Total Revenue	$215,955,879	PYTotalRevenueAmt
CY Total Revenue	$283,916,749	CYTotalRevenueAmt
PY Grants And Similar Paid	$67,498,176	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$67,815,874	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$95,038,860	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$101,128,851	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$7,433,291	CYTotalFundraisingExpenseAmt
PY Other Expenses	$61,374,562	PYOtherExpensesAmt
CY Other Expenses	$66,326,482	CYOtherExpensesAmt
PY Total Expenses	$223,911,598	PYTotalExpensesAmt
CY Total Expenses	$235,271,207	CYTotalExpensesAmt
PY Revenues Less Expenses	-$7,955,719	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$48,645,542	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,335,059,510	TotalAssetsBOYAmt
Total Assets EOY	$1,439,685,614	TotalAssetsEOYAmt
Total Liabilities BOY	$213,426,426	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$276,198,062	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,121,633,084	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,163,487,552	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$154,417,897	ExpenseAmt
Grant	$67,815,874	GrantAmt
Revenue	$132,981,644	RevenueAmt
Desc	SEE SCHEDULE O	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$32,097,616	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$17,541,337	RevenueAmt
Desc	SEE SCHEDULE O	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$12,619,402	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$17,136,800	RevenueAmt
Desc	SEE SCHEDULE O	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$199,134,915	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (1)	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	Yes (1)	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (1)	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	3096	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	2951	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	Yes (1)	ForeignFinancialAccountInd
Foreign Country	FR	ForeignCountryCd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	30	GoverningBodyVotingMembersCnt
Independent Voting Member	29	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SUSAN O'NEILL	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4135382641	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	50 COLLEGE STREET	AddressLine1Txt
City	SOUTH HADLEY	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01075	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (49 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
BEVERLY DANIEL TATUM
PRESIDENT	66.00	1.00	Yes (X)	Yes (X)	$278,709	$0	$24,297
KIRA BANKS
TRUSTEE	2.50	0.10	Yes (X)		$0	$0	$0
ASHANTA EVANS BLACKWELL
TRUSTEE	2.50	0.10	Yes (X)		$0	$0	$0
KATHERINE E COLLINS
VICE CHAIR	4.50	0.10	Yes (X)		$0	$0	$0
ROBERTA CORDANO
TRUSTEE	2.50	0.10	Yes (X)		$0	$0	$0
SALLY DURDAN
TRUSTEE	4.50	0.10	Yes (X)		$0	$0	$0
ADAM FALK
TRUSTEE	2.50	0.10	Yes (X)		$0	$0	$0
CARRIANNA K FIELD
TRUSTEE	4.50	0.10	Yes (X)		$0	$0	$0
ELLEN J FLANNERY
TRUSTEE	4.50	0.20	Yes (X)		$0	$0	$0
MARY HUGHES
TRUSTEE	4.50	0.10	Yes (X)		$0	$0	$0
RHYNETTE NORTHCROSS HURD
VICE CHAIR	4.50	0.10	Yes (X)		$0	$0	$0
FARAH KHAN
TRUSTEE	4.50	0.10	Yes (X)		$0	$0	$0
MONICA LANDRY
TRUSTEE	4.50	0.10	Yes (X)		$0	$0	$0
JOUD MAR'I
TRUSTEE	2.50	0.10	Yes (X)		$0	$0	$0
KC MAURER
TRUSTEE	4.50	0.10	Yes (X)		$0	$0	$0
ANNE MCKENNY
TRUSTEE	4.50	0.10	Yes (X)		$0	$0	$0
AVICE MEEHAN
TRUSTEE	2.50	2.10	Yes (X)		$0	$0	$0
LOURDES MELGAR
TRUSTEE	2.50	0.10	Yes (X)		$0	$0	$0
NATASHA MOHANTY
TRUSTEE	2.50	0.10	Yes (X)		$0	$0	$0
HALLIE NATH
TRUSTEE	4.50	0.10	Yes (X)		$0	$0	$0
ELLEN HYDE PACE
TRUSTEE	2.50	10.10	Yes (X)		$0	$0	$0
RAJ SESHADRI
TRUSTEE	2.50	0.10	Yes (X)		$0	$0	$0
SHELLEY WEINER SHEINKOPF
TRUSTEE	2.50	0.10	Yes (X)		$0	$0	$0
KARENA STRELLA
CHAIR	9.00	0.10	Yes (X)		$0	$0	$0
MONA SUTPHEN
TRUSTEE	2.50	0.10	Yes (X)		$0	$0	$0
MICHELLE TOH
TRUSTEE	2.50	0.10	Yes (X)		$0	$0	$0
LOUISE WASSO
TRUSTEE	4.50	0.10	Yes (X)		$0	$0	$0
ELIZABETH WEATHERMAN
TRUSTEE	7.00	0.10	Yes (X)		$0	$0	$0
SARAH WELLS
TRUSTEE	2.50	0.10	Yes (X)		$0	$0	$0
SHIRLEY WILCHER
TRUSTEE	2.50	0.10	Yes (X)		$0	$0	$0
KASSANDRA JOLLEY
VP FOR COLLEGE RELATIONS	55.00	0.00		Yes (X)	$354,181	$0	$55,637
KIJUA SANDERS-MCMURTRY
VP FOR EQUITY & INCLUSION & CDO	55.00	0.00		Yes (X)	$256,711	$0	$37,975
MARCELLA RUNELL HALL
VP FOR STUD LIFE & DEAN OF STUDTS	55.00	0.00		Yes (X)	$215,451	$0	$64,100
ROBIN RANDALL
VP FOR ENROLLMENT MANAGEMENT	55.00	0.00		Yes (X)	$225,713	$0	$44,485
PATRICIA GALLAGHER
TREASURER	55.00	1.00		Yes (X)	$191,856	$0	$59,733
BETT SCHUMACHER
SECRETARY OF THE COLLEGE	55.00	1.00		Yes (X)	$204,489	$0	$43,469
AMBER DOUGLAS
VP FOR STUD SUCC & DEAN OF THE COLL	55.00	0.00		Yes (X)	$186,387	$0	$23,054
LISA SULLIVAN
PROVOST & DEAN OF FACULTY	55.00	0.00		Yes (X)	$170,271	$0	$28,631
MARY JO MAYDEW
VP FOR FINANCE AND ADMINISTRATION	55.00	0.00		Yes (X)	$52,500	$0	$5,586
ANA YANKOVA
CHIEF INVESTMENT OFFICER	50.00	0.00			$498,849	$0	$58,997	Yes (X)
KEITH MICHEL
ASSOCIATE VP FOR DEVELOPMENT	50.00	0.00			$225,789	$0	$48,035		Yes (X)
ALEXANDER WIRTH-CAUCHON
CIO & EXEC DIR-LIB INFO & TECH SVCS	55.00	0.00			$214,380	$0	$47,682		Yes (X)
THOMAS COTE
ASSOCIATE DIRECTOR OF INVESTMENTS	50.00	0.00			$203,699	$0	$45,525		Yes (X)
PENNLOPE DAVIS
ASSOCIATE VP FOR HR	50.00	0.00			$186,145	$0	$42,686		Yes (X)
CARMEN YULIN CRUZ SOTO
DISTINGUISHED FELLOW LEADERSHIP	50.00	0.00			$180,601	$0	$26,325		Yes (X)
SONYA STEPHENS
FMR PRESIDENT	0.00	0.00			$798,177	$0	$68,982			Yes (X)
SHANNON GUREK
FMR VP FOR FIN & ADMIN & TREAS	0.00	0.00			$312,900	$0	$49,047			Yes (X)
DOROTHY E KNIGHT-MOSBY
FMR VP ACAD AFF & DEAN OF FACULTY	0.00	0.00			$266,276	$0	$31,789			Yes (X)
LENORE REILLY
FMR SECRETARY OF THE COLLEGE	0.00	0.00			$129,624	$0	$24,015			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$5,152,708	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$830,050	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	150	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
CAMPUSWORKS INC
PO BOX 735111	CHICAGO	IL	60673	EDUCATIONAL CONSULTING	$798,260
CAMBRIDGE ASSOCIATES LLC
100 SUMMER STREET	BOSTON	MA	02110	INVESTMENT CONSULTING	$781,750
SALAS O'BRIEN NORTH LLC
2720 ARBOR COURT	EAU CLAIRE	WI	54701	ENGINEERING CONSULTING	$582,398
SERVPRO OF THE SEACOAST
74 INDUSTRIAL PARK	DOVER	NH	03820	WATER RESTORATION SERVICES	$444,104
SILCHESTER INTERNATIONAL INVESTORS
780 THIRD AVENUE FLOOR 42	NEW YORK	NY	10017	INVESTMENT MANAGEMENT	$412,067

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	35	CntrctRcvdGreaterThan100KCnt
Government Grants	$5,104,269	GovernmentGrantsAmt
All Other Contributions	$22,449,659	AllOtherContributionsAmt
Noncash Contributions	$1,458,830	NoncashContributionsAmt
Total Contributions	$27,553,928	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES	611310	$126,448,482	$126,448,482
ROOM AND OTHER BOARD	611310	$34,594,204	$34,594,204
EDUCATIONAL PERFORMANCES	611310	$18,598	$18,598

Field	Value	IRS element (for citing)
Total Program Service Revenue	$161,061,284	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,753,178	TotalRevenueColumnAmt
Unrelated Business Revenue	-$2,195,388	UnrelatedBusinessRevenueAmt
Exclusion	$4,948,566	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$665,909	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$450,933	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$214,976	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$214,976	TotalRevenueColumnAmt
Exclusion	$214,976	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$129,740,127	SecuritiesAmt
Other	$832,410	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$45,277,239	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$84,462,888	SecuritiesAmt
Other	$832,410	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$85,295,298	TotalRevenueColumnAmt
Unrelated Business Revenue	$558,781	UnrelatedBusinessRevenueAmt
Exclusion	$84,736,517	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$248,196	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$164,263	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$83,933	TotalRevenueColumnAmt
Related Or Exempt Func Income	$83,933	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
STUDENT HEALTH INSURANCE FEES	900009	$2,814,154	$2,814,154
EDUCATIONAL CONFERENCES	721000	$1,727,611	$1,311,848	$415,763
FIVE COLLEGE REIMBURSEMENTS	611710	$480,766	$480,766

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,931,621	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,907,796	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$23,825	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$6,954,152	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$283,916,749	TotalRevenueColumnAmt
Related Or Exempt Func Income	$167,659,781	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$1,197,019	UnrelatedBusinessRevenueAmt
Exclusion	$89,900,059	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$65,707	TotalAmt
Program Services	$65,707	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$56,421,751	TotalAmt
Program Services	$56,421,751	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$11,328,416	TotalAmt
Program Services	$11,328,416	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$3,335,673	TotalAmt
Program Services	$1,182,473	ProgramServicesAmt
Management And General	$1,743,312	ManagementAndGeneralAmt
Fundraising	$409,888	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$102,532	TotalAmt
Program Services	$102,532	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$72,172,475	TotalAmt
Program Services	$62,293,354	ProgramServicesAmt
Management And General	$6,882,744	ManagementAndGeneralAmt
Fundraising	$2,996,377	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$7,655,452	TotalAmt
Program Services	$6,608,952	ProgramServicesAmt
Management And General	$728,799	ManagementAndGeneralAmt
Fundraising	$317,701	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$12,691,670	TotalAmt
Program Services	$10,956,719	ProgramServicesAmt
Management And General	$1,208,247	ManagementAndGeneralAmt
Fundraising	$526,704	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$5,171,049	TotalAmt
Program Services	$4,464,166	ProgramServicesAmt
Management And General	$492,284	ManagementAndGeneralAmt
Fundraising	$214,599	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$1,329,464	TotalAmt
Program Services	$297,228	ProgramServicesAmt
Management And General	$905,429	ManagementAndGeneralAmt
Fundraising	$126,807	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$441,524	TotalAmt
Program Services	$84,240	ProgramServicesAmt
Management And General	$357,284	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$265,300	TotalAmt
Management And General	$265,300	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$7,031,173	TotalAmt
Management And General	$7,031,173	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$6,688,761	TotalAmt
Program Services	$3,719,702	ProgramServicesAmt
Management And General	$2,736,502	ManagementAndGeneralAmt
Fundraising	$232,557	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$113,624	TotalAmt
Program Services	$91,981	ProgramServicesAmt
Management And General	$20,918	ManagementAndGeneralAmt
Fundraising	$725	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,326,960	TotalAmt
Program Services	$3,659,621	ProgramServicesAmt
Management And General	$1,487,469	ManagementAndGeneralAmt
Fundraising	$179,870	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,485,249	TotalAmt
Program Services	$712,571	ProgramServicesAmt
Management And General	$765,980	ManagementAndGeneralAmt
Fundraising	$6,698	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$3,308	TotalAmt
Program Services	$2,070	ProgramServicesAmt
Management And General	$1,238	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$4,583,959	TotalAmt
Program Services	$4,185,250	ProgramServicesAmt
Management And General	$212,523	ManagementAndGeneralAmt
Fundraising	$186,186	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,474,279	TotalAmt
Program Services	$1,098,077	ProgramServicesAmt
Management And General	$284,795	ManagementAndGeneralAmt
Fundraising	$91,407	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$302,783	TotalAmt
Program Services	$238,834	ProgramServicesAmt
Management And General	$56,400	ManagementAndGeneralAmt
Fundraising	$7,549	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$5,233,942	TotalAmt
Program Services	$5,044,665	ProgramServicesAmt
Management And General	$74,291	ManagementAndGeneralAmt
Fundraising	$114,986	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$430,741	TotalAmt
Program Services	$259,037	ProgramServicesAmt
Management And General	$171,572	ManagementAndGeneralAmt
Fundraising	$132	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$11,578,510	TotalAmt
Program Services	$11,165,010	ProgramServicesAmt
Management And General	$162,298	ManagementAndGeneralAmt
Fundraising	$251,202	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$4,878,504	TotalAmt
Program Services	$3,390,742	ProgramServicesAmt
Management And General	$1,454,321	ManagementAndGeneralAmt
Fundraising	$33,441	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
EQUIP REPAIRS & MAINTEN	$5,235,004	$4,899,026	$307,650	$28,328
LIBRARY MATERIALS	$1,986,325	$1,986,325
ALUMNAE ASSOCIATION SUP	$1,597,393			$1,597,393
ALLOCATED EXPENSES	$0	$231,375	-$231,375

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$6,339,679	TotalAmt
Program Services	$4,645,091	ProgramServicesAmt
Management And General	$1,583,847	ManagementAndGeneralAmt
Fundraising	$110,741	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$235,271,207	TotalAmt
Program Services	$199,134,915	ProgramServicesAmt
Management And General	$28,703,001	ManagementAndGeneralAmt
Fundraising	$7,433,291	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$47,967,399	BOYAmt
EOY	$108,050,885	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$24,499,653	BOYAmt
EOY	$24,871,973	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,715,519	BOYAmt
EOY	$1,940,499	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$238,824	BOYAmt
EOY	$238,824	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$888,131	BOYAmt
EOY	$821,516	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$2,713,343	BOYAmt
EOY	$2,213,351	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$498,429,236	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$275,509,927	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$218,965,148	BOYAmt
EOY	$222,919,309	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$89,179,582	BOYAmt
EOY	$93,968,240	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$938,141,950	BOYAmt
EOY	$975,464,896	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$9,044,594	BOYAmt
EOY	$8,125,547	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$1,705,367	BOYAmt
EOY	$1,070,574	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,335,059,510	BOYAmt
EOY	$1,439,685,614	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$11,767,074	BOYAmt
EOY	$14,258,380	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$2,529,834	BOYAmt
EOY	$2,485,600	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$57,897,731	BOYAmt
EOY	$91,844,242	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$35,323,353	BOYAmt
EOY	$64,792,278	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$66,849,480	BOYAmt
EOY	$66,855,054	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$39,058,954	BOYAmt
EOY	$35,962,508	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$213,426,426	BOYAmt
EOY	$276,198,062	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$227,930,652	BOYAmt
EOY	$242,840,648	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$893,702,432	BOYAmt
EOY	$920,646,904	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,121,633,084	BOYAmt
EOY	$1,163,487,552	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,335,059,510	BOYAmt
EOY	$1,439,685,614	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$48,645,542	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$8,652,235	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$1,861,161	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$24,513,999	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$21,777,455	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$54,224,304	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$49,095,962	CurrentTaxYearMinus1YearAmt
Current Tax Year	$27,553,928	CurrentTaxYearAmt
Total	$177,165,648	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$24,513,999	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$21,777,455	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$54,224,304	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$49,095,962	CurrentTaxYearMinus1YearAmt
Current Tax Year	$27,553,928	CurrentTaxYearAmt
Total	$177,165,648	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$22,110,904	SubstantialContributorsTotAmt
Public Support Total170	$155,054,744	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$11,236,968	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,117,940	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,730,355	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,501,622	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,614,475	CurrentTaxYearAmt
Total	$32,201,360	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	$630,863	CurrentTaxYearMinus1YearAmt
Total	$630,863	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$398,911	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$281,803	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$64,497	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$369,128	CurrentTaxYearMinus1YearAmt
Current Tax Year	$248,196	CurrentTaxYearAmt
Total	$1,362,535	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$211,360,406	TotalSupportAmt
Gross Receipts Rltd Activities	$739,903,515	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.73360	PublicSupportCY170Pct
Public Support PY170	0.67340	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	GROSS SALES OF INVENTORY - 2018 AMOUNT: $ 398,911. 2019 AMOUNT: $ 281,803. 2020 AMOUNT: $ 64,497. 2021 AMOUNT: $ 369,128. 2022 AMOUNT: $ 248,196.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	VolunteersInd
Paid Staff Or Management	0	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	0	DirectContactLegislatorsInd
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$5,000	OtherActivitiesAmt
Total Lobbying Expenditures	$5,000	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1:	FormAndLineReferenceDesc
Explanation	THE COLLEGE PAYS MEMBERSHIP DUES TO ORGANIZATIONS THAT ADDRESS STATE AND FEDERAL REGULATORY ISSUES FOR THE COLLECTIVE BENEFIT OF MEMBER-INSTITUTIONS. THE ORGANIZATIONS NOTIFY THE COLLEGE OF THE APPROXIMATE AMOUNT OF MEMBERSHIP DUES USED FOR LOBBYING EXPENSE.	ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$310,000	RevenuesIncludedAmt
Assets Included	$17,620,175	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Coll Used Loan Or Exch Prog	Yes (X)	CollUsedLoanOrExchProgInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,002,548,528	BeginningYearBalanceAmt
Contributions	$10,418,475	ContributionsAmt
Investment Earnings Or Losses	$76,432,150	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$15,098,870	GrantsOrScholarshipsAmt
Other Expenditures	$27,516,146	OtherExpendituresAmt
Administrative Expenses	$10,569,257	AdministrativeExpensesAmt
End Year Balance	$1,036,214,880	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,068,049,889	BeginningYearBalanceAmt
Contributions	$34,225,385	ContributionsAmt
Investment Earnings Or Losses	-$52,965,020	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$14,843,935	GrantsOrScholarshipsAmt
Other Expenditures	$22,512,389	OtherExpendituresAmt
Administrative Expenses	$9,405,402	AdministrativeExpensesAmt
End Year Balance	$1,002,548,528	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$789,036,745	BeginningYearBalanceAmt
Contributions	$26,392,885	ContributionsAmt
Investment Earnings Or Losses	$298,800,850	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$13,552,026	GrantsOrScholarshipsAmt
Other Expenditures	$22,976,363	OtherExpendituresAmt
Administrative Expenses	$9,652,202	AdministrativeExpensesAmt
End Year Balance	$1,068,049,889	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$794,203,693	BeginningYearBalanceAmt
Contributions	$4,962,890	ContributionsAmt
Investment Earnings Or Losses	$33,997,924	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$12,411,741	GrantsOrScholarshipsAmt
Other Expenditures	$23,641,557	OtherExpendituresAmt
Administrative Expenses	$8,074,464	AdministrativeExpensesAmt
End Year Balance	$789,036,745	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$777,739,103	BeginningYearBalanceAmt
Contributions	$8,507,067	ContributionsAmt
Investment Earnings Or Losses	$49,907,925	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$12,262,691	GrantsOrScholarshipsAmt
Other Expenditures	$22,959,616	OtherExpendituresAmt
Administrative Expenses	$6,728,095	AdministrativeExpensesAmt
End Year Balance	$794,203,693	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.17000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.35000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.48000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$31,742,611	OtherCostOrOtherBasisAmt
Book Value	$31,742,611	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$198,027,810	OtherCostOrOtherBasisAmt
Depreciation	$85,543,763	DepreciationAmt
Book Value	$112,484,047	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$147,867,501	OtherCostOrOtherBasisAmt
Depreciation	$78,232,101	DepreciationAmt
Book Value	$69,635,400	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$54,066,575	OtherCostOrOtherBasisAmt
Depreciation	$51,715,510	DepreciationAmt
Book Value	$2,351,065	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$66,724,739	OtherCostOrOtherBasisAmt
Depreciation	$60,018,553	DepreciationAmt
Book Value	$6,706,186	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$222,919,309	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
FIXED MUTUAL/COMMINGLED FUNDS	$17,645,556	F
EQUITY MUTUAL/COMINGLED FUNDS	$425,161,735	F
HEDGE FUNDS	$228,215,848	F
PRIVATE EQUITY-REAL ASSETS	$52,857,619	F
VENTURE CAPITAL	$228,515,024	F
PRIVATE EQUITY-OTHER	$19,965,526	F
OTHER	$3,103,588	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$975,464,896	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
INTEREST RATE SWAP LIABILITY	$1,247,766
FAS 158 PENSION LIABILITY	$2,393,715
FIN 47 CONDITIONAL ASSET RETIREMENT	$13,952,647
457(B) PENSION LIABILITY	$397,270
REFUNDABLE GOVERNMENT ADVANCES	$1,176,898
SPLIT INTEREST OBLIGATION	$16,794,212

Field	Value	IRS element (for citing)
Total Liability	$35,962,508	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$269,275,937	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$8,652,235	NetUnrealizedGainsInvstAmt
Other Revenue	-$6,567,343	OtherRevenueAmt
Revenue Not Reported	-$15,219,578	RevenueNotReportedAmt
Revenue Subtotal	$284,495,515	RevenueSubtotalAmt
Other Revenues Not Included	-$578,766	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$578,766	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$283,916,749	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$227,451,620	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$2,831,529	OtherExpensesIncludedAmt
Expenses Not Reported	$2,831,529	ExpensesNotReportedAmt
Expenses Subtotal	$224,620,091	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$10,651,116	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$10,651,116	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$235,271,207	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 4:	ART MUSEUM THE COLLEGE MAINTAINS MORE THAN 24,000 WORKS OF ART FROM ANTIQUITY TO THE PRESENT THAT COMPRISE THE PERMANENT COLLECTION OF THE MOUNT HOLYOKE COLLEGE ART MUSEUM (MHCAM). PARTICULAR STRENGTHS WITHIN THIS COLLECTION INCLUDE ANCIENT MEDITERRANEAN ART AND ARTIFACTS, PAINTINGS, SCULPTURE, AND DECORATIVE ART FROM EUROPE AND THE UNITED STATES, AND MODERN AND GLOBAL CONTEMPORARY ART. CATEGORIES OF SIGNIFICANT DEPTH INCLUDE PHOTOGRAPHY, GLASS, CERAMICS, PRINTS AND DRAWINGS, AND NUMISMATICS. THIS CULTURALLY AND CHRONOLOGICALLY DIVERSE COLLECTION IS AN IMPORTANT TEACHING AND LEARNING RESOURCE FOR FACULTY AND STUDENTS IN ALL DISCIPLINES, AND SERVES AS A NEXUS FOR INNOVATIVE OBJECT-BASED TEACHING AND EXPERIENTIAL LEARNING FOR THE COLLEGE, AREA SCHOOLS, AND BROADER COMMUNITIES. THE MHCAM PRODUCES SEVERAL ENGAGING EXHIBITIONS AND EVENTS EACH YEAR IN ADDITION TO ITS DISPLAY OF WORKS FROM THE PERMANENT COLLECTION. THE STAFF OF THE MOUNT HOLYOKE COLLEGE ART MUSEUM AIM TO SPARK INTELLECTUAL CURIOSITY AND FOSTER A LASTING PASSION FOR ART AND MATERIAL CULTURE THROUGH DIRECT ENGAGEMENT WITH THE MUSEUM'S COLLECTIONS, INCLUDING THE JOSEPH ALLEN SKINNER MUSEUM COLLECTION. IN SUPPORT OF THIS MISSION, THE MHCAM FOSTERS AN INCLUSIVE ENVIRONMENT FOR ACADEMIC EXPERIMENTATION, COMMUNITY BUILDING, AND SOCIAL ENJOYMENT.
PART V, LINE 4:	MOUNT HOLYOKE'S ENDOWMENT CONSISTS OF APPROXIMATELY 1,800 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, INCLUDING BOTH DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE COLLEGE TO FUNCTION AS ENDOWMENTS. ABOUT 27% OF THE ENDOWMENT INCOME USED TO SUPPORT THE COLLEGE'S OPERATIONS IS UNRESTRICTED. MOST OF THE ENDOWED FUNDS CONTAIN SPECIFIC RESTRICTIONS FOR THE SUPPORT OF CRITICAL FUNCTIONS SUCH AS FINANCIAL AID FOR STUDENTS WITH DEMONSTRATED NEED, FACULTY SALARIES, LIBRARY PURCHASES, STUDENT AND FACULTY RESEARCH, INTERNSHIPS AND DEPARTMENTAL PROGRAMMING. ENDOWMENT INCOME PROVIDES APPROXIMATELY 28% OF THE COLLEGE'S ANNUAL OPERATING BUDGET REVENUES.
PART X, LINE 2:	THE COLLEGE IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. IN DECEMBER 2017, THE TAX CUTS AND JOBS ACT (THE "ACT") WAS ENACTED. THE ACT HAS SEVERAL PROVISIONS WHICH IMPACT THE COLLEGE INCLUDING NEW EXCISE TAXES ON NET INVESTMENT INCOME, CHANGES TO THE NET OPERATING LOSS RULES, AND THE REPORTING OF UNRELATED BUSINESS TAXABLE INCOME FOR EACH UNRELATED TRADE OR BUSINESS. THE COLLEGE IS SUBJECT TO FEDERAL EXCISE TAX IMPOSED ON COLLEGES AND UNIVERSITIES IF CERTAIN CONDITIONS ARE MET, INCLUDING A NON-EXEMPT USE ASSET PER STUDENT RATIO. THE THRESHOLD WAS MET IN FISCAL YEAR 2023, AND THEREFORE THE COLLEGE WILL BE SUBJECT TO THE EXCISE TAX OF 1.4% ON NET INVESTMENT INCOME IN FISCAL YEAR 2024. AS DEFINED UNDER FEDERAL LAW, NET INVESTMENT INCOME INCLUDES INTEREST, DIVIDENDS, AND NET REALIZED GAINS ON SALES OF INVESTMENTS. THE COLLEGE ASSESSES UNCERTAIN TAX POSITIONS AND DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	WILLITS HALLOWELL CENTER REVENUE 1,674,053. ENDOWMENT EXPENSES -10,651,116. CHANGE IN FAS PENSION OBLIGATION 2,535,078. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -479,486. CHANGE IN VALUE OF INTEREST RATE SWAPS 354,128.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	COST OF GOODS SOLD -164,263. FACULTY HOUSING EXPENSE -414,503.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	WILLITS HALLOWELL CENTER EXPENSE 2,252,763. COST OF GOODS SOLD 164,263. FACULTY HOUSING EXPENSE 414,503.
PART V, LINE 2	MOUNT HOLYOKE COLLEGE HAS ADOPTED FASB ASU 2016-14, PRESENTATION OF FINANCIAL STATEMENTS OF NOT-FOR-PROFIT ENTITIES. AS A RESULT, THE JUNE 30, 2023 AUDITED FINANCIAL STATEMENTS CLASSIFY NET ASSETS AS EITHER NET ASSETS WITHOUT DONOR RESTRICTIONS, OR NET ASSETS WITH DONOR RESTRICTIONS. FOR PURPOSES OF PART V, LINE 2, MOUNT HOLYOKE COLLEGE HAS REPORTED ITS YEAR END ENDOWMENT BALANCE WITHOUT DONOR RESTRICTIONS AS QUASI-ENDOWMENT AND ITS YEAR END BALANCE WITH DONOR RESTRICTIONS AS PERMANENT ENDOWMENT AND TERM RESTRICTED ENDOWMENT.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (1)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (1)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE E, PART I, LINE 3

THE COLLEGE FOLLOWS A NONDISCRIMINATORY POLICY TOWARD STUDENTS, FACULTY AND STAFF, AND WITH REGARD TO STUDENTS, INCLUDES THIS POLICY IN MOST BROCHURES AND CATALOGS PERTAINING TO STUDENT ADMISSIONS, PROGRAMS AND SCHOLARSHIPS. THE COLLEGE'S NON-DISCRIMINATION STATEMENT IS ALSO AVAILABLE ON ITS WEBSITE LANDING PAGE. MOUNT HOLYOKE COLLEGE HAS APPROXIMATELY 2,264 STUDENTS WHO HAIL FROM 49 STATES AND 53 COUNTRIES. THE COLLEGE DEMONSTRATES ITS COMMITMENT TO DIVERSITY BY ENROLLING STUDENTS OF MINORITY GROUPS IN MEANINGFUL NUMBERS. THE RACIALLY DIVERSE STUDENT BODY CONSISTS OF APPROXIMATELY 23% WHO ARE INTERNATIONAL CITIZENS. OUT OF DOMESTIC STUDENTS, 32% IDENTIFY AS AFRICAN AMERICAN, NATIVE AMERICAN, ASIAN, LATINA, OR MULTIRACIAL.

SCHEDULE E, PART I, LINE 6

THE COLLEGE RECEIVES FEDERAL GRANTS FOR FACULTY RESEARCH AND STUDENT SCHOLARSHIPS.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (29 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	OfficesOfficesCnt	EmployeeEmployeeCnt
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	SCHOLARSHIP ASSISTANCE	$75
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	RESEARCH	$1,689
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	RECRUITMENT	$2,430
CENTRAL AMERICA AND THE CARIBBEAN	INVESTMENTS		$423,053,967
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	SCHOLARSHIP ASSISTANCE	$4,281,535
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	STUDY ABROAD	$12,854
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	RESEARCH	$57,443
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	RECRUITMENT	$15,753
EUROPE (INCLUDING ICELAND AND GREENLAND)	PROGRAM SERVICES	RESEARCH	$88,559
EUROPE (INCLUDING ICELAND AND GREENLAND)	PROGRAM SERVICES	SCHOLARSHIP ASSISTANCE	$461,184
EUROPE (INCLUDING ICELAND AND GREENLAND)	PROGRAM SERVICES	STUDY ABROAD	$259,621	1	1
EUROPE (INCLUDING ICELAND AND GREENLAND)	FUNDRAISING	ALUMNAE MEETINGS	$22,331
EUROPE (INCLUDING ICELAND AND GREENLAND)	PROGRAM SERVICES	RECRUITMENT	$8,928
EUROPE (INCLUDING ICELAND AND GREENLAND)	INVESTMENTS		$4,928,665
MIDDLE EAST AND NORTH AFRICA	FUNDRAISING	ALUMNAE MEETINGS	$22,511
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	SCHOLARSHIP ASSISTANCE	$438,996
NORTH AMERICA	PROGRAM SERVICES	RESEARCH	$28,328
NORTH AMERICA	PROGRAM SERVICES	SCHOLARSHIP ASSISTANCE	$177,227
RUSSIA AND THE NEWLY INDEPENDENT STATES	PROGRAM SERVICES	SCHOLARSHIP ASSISTANCE	$311,919
SOUTH AMERICA	PROGRAM SERVICES	SCHOLARSHIP ASSISTANCE	$298,169
SOUTH AMERICA	PROGRAM SERVICES	RESEARCH	$5,450
SOUTH AMERICA	PROGRAM SERVICES	RECRUITMENT	$1,261
SOUTH ASIA	PROGRAM SERVICES	RESEARCH	$8,731
SOUTH ASIA	PROGRAM SERVICES	SCHOLARSHIP ASSISTANCE	$3,388,639
SOUTH ASIA	PROGRAM SERVICES	RECRUITMENT	$8,903
SUB-SAHARAN AFRICA	PROGRAM SERVICES	RESEARCH	$5,186
SUB-SAHARAN AFRICA	PROGRAM SERVICES	SCHOLARSHIP ASSISTANCE	$1,970,672
SUB-SAHARAN AFRICA	PROGRAM SERVICES	RECRUITMENT	$6,208
SUB-SAHARAN AFRICA	INVESTMENTS		$1,062,906

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	1	ContinuationTotalOfficeCnt
Continuation Total Employee	1	ContinuationTotalEmployeeCnt
Total Office	1	TotalOfficeCnt
Total Employee	1	TotalEmployeeCnt
Subtotal Spent	$427,425,746	SubtotalSpentAmt
Continuation Spent	$13,504,394	ContinuationSpentAmt
Total Spent	$440,930,140	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
FINANCIAL ASSISTANCE	CENTRAL AMERICA AND THE CARIBBEAN	1	$75	ACCT CREDIT
FINANCIAL ASSISTANCE	EUROPE (INCLUDING ICELAND AND GREENLAND)	13	$461,184	ACCT CREDIT
FINANCIAL ASSISTANCE	EAST ASIA AND THE PACIFIC	159	$4,281,535	ACCT CREDIT
FINANCIAL ASSISTANCE	MIDDLE EAST AND NORTH AFRICA	12	$438,996	ACCT CREDIT
FINANCIAL ASSISTANCE	NORTH AMERICA	5	$177,227	ACCT CREDIT
FINANCIAL ASSISTANCE	RUSSIA AND THE NEWLY INDEPENDENT STATES	8	$311,919	ACCT CREDIT
FINANCIAL ASSISTANCE	SOUTH AMERICA	6	$298,169	ACCT CREDIT
FINANCIAL ASSISTANCE	SOUTH ASIA	79	$3,388,639	ACCT CREDIT
FINANCIAL ASSISTANCE	SUB-SAHARAN AFRICA	37	$1,970,672	ACCT CREDIT

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	Yes (1)	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 2:

ALL FINANCIAL AID GRANTS AND SCHOLARSHIPS TO MOUNT HOLYOKE COLLEGE DEGREE-SEEKING STUDENTS WHO ARE CITIZENS OF FOREIGN COUNTRIES ARE RECORDED IN THE FINANCIAL AID MANAGEMENT SOFTWARE, POWERFAIDS, BY AMOUNT PER SEMESTER. STUDENT FINANCIAL SERVICES STAFF DETERMINE STUDENT ELIGIBILITY BASED ON A CONSISTENTLY APPLIED NEED ANALYSIS FORMULA WHICH CALCULATES THE EXPECTED FAMILY CONTRIBUTION (EFC). THE EFC IS SUBTRACTED FROM THE TOTAL COST OF ATTENDANCE TO EQUAL THE FINANCIAL AID ELIGIBILITY. THE FINANCIAL AID GRANT AMOUNT IS DETERMINED BASED ON CONSISTENTLY APPLIED PACKAGING FORMULAS TO MEET THE FULL CALCULATED NEED OF EACH STUDENT. IN ADDITION TO THE NEED BASED AID, THERE ARE SOME GRANTS THAT ARE AWARDED BASED ON MERIT OR OTHER FACTORS. FINANCIAL AID GRANT FUNDS ARE MONITORED THROUGH THE FINANCIAL AID MANAGEMENT SOFTWARE, POWERFAIDS. STAFF WHO WILL BE AWARDING FINANCIAL AID GRANT FUNDS ARE TRAINED TO ADHERE TO THESE POLICIES AND PROCEDURES. THE FINANCIAL AID GRANT INFORMATION IS TRANSFERRED FROM POWERFAIDS TO THE STUDENT INFORMATION SYSTEM, ELLUCIAN COLLEAGUE, VIA A REGULARLY SCHEDULED INTERFACE. WHEN ALL INSTITUTIONAL GRANT DISBURSEMENT REQUIREMENTS ARE MET, THE FUNDS ARE DISBURSED TO THE STUDENT ACCOUNT IN COLLEAGUE. THE FUNDS ARE CREDITED AGAINST ANY BILLED CHARGES THAT HAVE BEEN PREVIOUSLY POSTED. FOR THE LIMITED NUMBER OF STUDENTS WHERE THIS RESULTS IN A CREDIT BALANCE, THE CREDIT MAY BE REFUNDED TO THE STUDENT IN THE FORM OF A CHECK OR DIRECT DEPOSIT TO THE STUDENT'S U.S. BANK ACCOUNT. THE STUDENT INITIATES THIS REFUND PROCESS BY SUBMITTING A COMPLETED DISBURSEMENT FORM OR CREDIT BALANCE/REFUND REQUEST FORM. STUDENT ELIGIBILITY IS MONITORED THROUGHOUT THE PERIOD OF ENROLLMENT AND ADJUSTMENTS ARE MADE, AS NECESSARY, FOR CHANGES IN ENROLLMENT STATUS ACCORDING TO THE COLLEGE'S PUBLISHED REFUND POLICIES.

PART III ACCOUNTING METHOD:

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt
TOWN OF SOUTH HADLEY
116 MAIN STREET	SOUTH HADLEY	MA	01075	046001303	115	$40,000	$0	SUPPORT FOR FIRE DEPT CAPITAL EQUIP FUND
GIRLS INC OF THE VALLEY
PO BOX 6812	HOLYOKE	MA	01041	042748244	501(C)(3)	$10,000	$0	SUPPORT FOR ORGANIZATION'S CAMPAIGN
WFCR
HAMPSHIRE HOUSE	AMHERST	MA	01003	046130523	501(C)(3)	$11,543	$0	GEN SUPPORT FOR LOCAL PUBLIC RADIO STATN

Field	Value	IRS element (for citing)
Total501c3 Org	3	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	FIN AID & FELLOWSHIPS FOR US CITIZENS FOR TUITON, ROOM, BOARD	GrantTypeTxt
Recipient	1350	RecipientCnt
Cash Grant	$56,421,751	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	ALL FINANCIAL AID GRANTS AND SCHOLARSHIPS TO STUDENTS WHO ARE UNITED STATES CITIZENS ARE RECORDED IN THE FINANCIAL AID MANAGEMENT SOFTWARE, POWERFAIDS, BY AMOUNT PER SEMESTER. STUDENT FINANCIAL SERVICES STAFF DETERMINE STUDENT ELIGIBILITY BASED ON A CONSISTENTLY APPLIED NEED ANALYSIS FORMULA WHICH CALCULATES THE EXPECTED FAMILY CONTRIBUTION (EFC). THE EFC IS SUBTRACTED FROM THE TOTAL COST OF ATTENDANCE TO EQUAL THE FINANCIAL AID ELIGIBILITY. THE FINANCIAL AID GRANT AMOUNT IS DETERMINED BASED ON CONSISTENTLY APPLIED PACKAGING FORMULAS TO MEET THE FULL CALCULATED NEED OF EACH STUDENT. IN ADDITION TO THE NEED BASED AID, THERE ARE SOME GRANTS THAT ARE AWARDED BASED ON MERIT OR OTHER FACTORS. FINANCIAL AID GRANT FUNDS ARE MONITORED THROUGH THE FINANCIAL AID MANAGEMENT SOFTWARE, POWERFAIDS. STAFF WHO WILL BE AWARDING FINANCIAL AID GRANT FUNDS ARE TRAINED TO ADHERE TO THESE POLICIES AND PROCEDURES. THE FINANCIAL AID GRANT INFORMATION IS TRANSFERRED FROM POWERFAIDS TO THE STUDENT INFORMATION SYSTEM, ELLUCIAN COLLEAGUE, VIA A REGULARLY SCHEDULED INTERFACE. WHEN ALL INSTITUTIONAL GRANT DISBURSEMENT REQUIREMENTS ARE MET, THE FUNDS ARE DISBURSED TO THE STUDENT ACCOUNT IN COLLEAGUE. THE FUNDS ARE CREDITED AGAINST ANY BILLED CHARGES THAT HAVE BEEN PREVIOUSLY POSTED. IF THIS TRANSACTION RESULTS IN A CREDIT BALANCE, THE CREDIT MAY BE REFUNDED TO THE STUDENT IN THE FORM OF A CHECK OR DIRECT DEPOSIT TO THE STUDENT'S BANK ACCOUNT. THE STUDENT INITIATES THIS REFUND PROCESS BY SUBMITTING A COMPLETED DISBURSEMENT FORM OR CREDIT BALANCE/REFUND REQUEST FORM. STUDENT ELIGIBILITY IS MONITORED THROUGHOUT THE PERIOD OF ENROLLMENT AND ADJUSTMENTS ARE MADE, AS NECESSARY, FOR CHANGES IN ENROLLMENT STATUS ACCORDING TO THE COLLEGE'S PUBLISHED REFUND POLICIES. INFREQUENTLY AT THE DISCRETION OF THE PRESIDENT OR VICE PRESIDENT FOR FINANCE AND ADMINISTRATION, THE COLLEGE MAKES DONATIONS TO SUPPORT THE TOWN OR NONPROFIT ORGANIZATIONS. IN THESE INSTANCES, THE COLLEGE GENERALLY DOES NOT MONITOR THE ULTIMATE USE OF THE FUNDS AS THESE AMOUNTS ARE UNRESTRICTED GRANTS TO MUNICIPALITIES AND ORGANIZATIONS THAT ARE RECOGNIZED AS BEING DESCRIBED IN INTERNAL REVENUE CODE SECTION 501(C)(3). IN CERTAIN INSTANCES WHEN THE COLLEGE GRANTS FUNDS FOR SPECIFIED USE BY THE TOWN, THE COLLEGE MAINTAINS A WRITTEN AGREEMENT THAT SUCH GRANT WILL BE USED FOR THE DESIGNATED PURPOSE.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
SONYA STEPHENS
FMR PRESIDENT	$342,152	$0	$0	$0	$456,025	$0	$32,025	$0	$36,957	$0	$867,159	$0	$0	$0
ANA YANKOVA
CHIEF INVESTMENT OFFICER	$461,341	$0	$0	$0	$37,508	$0	$32,025	$0	$26,972	$0	$557,846	$0	$0	$0
KASSANDRA JOLLEY
VP FOR COLLEGE RELATIONS	$320,018	$0	$0	$0	$34,163	$0	$32,025	$0	$23,612	$0	$409,818	$0	$0	$0
SHANNON GUREK
FMR VP FOR FIN & ADMIN & TREAS	$153,628	$0	$0	$0	$159,272	$0	$19,108	$0	$29,939	$0	$361,947	$0	$0	$0
BEVERLY DANIEL TATUM
PRESIDENT	$262,500	$0	$0	$0	$16,209	$0	$13,781	$0	$10,516	$0	$303,006	$0	$0	$0
DOROTHY E KNIGHT-MOSBY
FMR VP ACAD AFF & DEAN OF FACULTY	$248,005	$0	$0	$0	$18,271	$0	$28,269	$0	$3,520	$0	$298,065	$0	$0	$0
KIJUA SANDERS-MCMURTRY
VP FOR EQUITY & INCLUSION & CDO	$234,803	$0	$0	$0	$21,908	$0	$26,228	$0	$11,747	$0	$294,686	$0	$0	$0
MARCELLA RUNELL HALL
VP FOR STUD LIFE & DEAN OF STUDTS	$205,788	$0	$0	$0	$9,663	$0	$22,530	$0	$41,570	$0	$279,551	$0	$0	$0
KEITH MICHEL
ASSOCIATE VP FOR DEVELOPMENT	$200,789	$0	$0	$0	$25,000	$0	$24,215	$0	$23,820	$0	$273,824	$0	$0	$0
ROBIN RANDALL
VP FOR ENROLLMENT MANAGEMENT	$216,200	$0	$0	$0	$9,513	$0	$23,342	$0	$21,143	$0	$270,198	$0	$0	$0
ALEXANDER WIRTH-CAUCHON
CIO & EXEC DIR-LIB INFO & TECH SVCS	$197,592	$0	$0	$0	$16,788	$0	$21,630	$0	$26,052	$0	$262,062	$0	$0	$0
PATRICIA GALLAGHER
TREASURER	$185,856	$0	$0	$0	$6,000	$0	$22,103	$0	$37,630	$0	$251,589	$0	$0	$0
THOMAS COTE
ASSOCIATE DIRECTOR OF INVESTMENTS	$202,699	$0	$0	$0	$1,000	$0	$21,893	$0	$23,632	$0	$249,224	$0	$0	$0
BETT SCHUMACHER
SECRETARY OF THE COLLEGE	$189,919	$0	$0	$0	$14,570	$0	$19,770	$0	$23,699	$0	$247,958	$0	$0	$0
PENNLOPE DAVIS
ASSOCIATE VP FOR HR	$185,145	$0	$0	$0	$1,000	$0	$20,265	$0	$22,421	$0	$228,831	$0	$0	$0
AMBER DOUGLAS
VP FOR STUD SUCC & DEAN OF THE COLL	$185,387	$0	$0	$0	$1,000	$0	$19,846	$0	$3,208	$0	$209,441	$0	$0	$0
CARMEN YULIN CRUZ SOTO
DISTINGUISHED FELLOW LEADERSHIP	$162,372	$0	$0	$0	$18,229	$0	$15,986	$0	$10,339	$0	$206,926	$0	$0	$0
LISA SULLIVAN
PROVOST & DEAN OF FACULTY	$155,271	$0	$0	$0	$15,000	$0	$15,488	$0	$13,143	$0	$198,902	$0	$0	$0
LENORE REILLY
FMR SECRETARY OF THE COLLEGE	$128,624	$0	$0	$0	$1,000	$0	$13,872	$0	$10,143	$0	$153,639	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	THE BOARD OF TRUSTEES RECOGNIZES THE UNIQUE ROLE THE PRESIDENT AND OTHER SENIOR ADMINISTRATORS PLAY IN SUPPORTING ALUMNAE AND ADVANCEMENT ACTIVITIES, CAMPUS EVENTS, AND OTHER OFFICIAL FUNCTIONS. ACCORDINGLY, AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE COLLEGE, COLLEGE OWNED OR LEASED HOUSING IS PROVIDED TO THE PRESIDENT AND THE VICE PRESIDENT FOR STUDENT LIFE AND DEAN OF STUDENTS TO FULFILL THESE DUTIES. SUCH HOUSING PROVIDED TO THE PRESIDENT IS APPROVED BY THE BOARD OF TRUSTEES AND HOUSING PROVIDED TO OTHER SENIOR ADMINISTRATORS IS APPROVED BY THE PRESIDENT. THE PERSONAL USE VALUE OF COLLEGE PROVIDED HOUSING IS INCLUDED IN NONTAXABLE BENEFITS. FOR THE PRESIDENT'S HOUSE, THE COLLEGE PROVIDES CUSTODIAL PERSONNEL AND APPROPRIATE EQUIPMENT AND SUPPLIES NECESSARY TO KEEP THE RESIDENCE'S APPEARANCE AND CLEANLINESS AT ACCEPTABLE STANDARDS. THE COST FOR TIME SPENT CLEANING THE PERSONAL QUARTERS OF THE PRESIDENT'S HOUSE IS INCLUDED IN THE FORM W-2 OF THE PRESIDENT.
PART I, LINE 3	FOR A DESCRIPTION OF THE PROCESS USED TO DETERMINE THE PRESIDENT'S COMPENSATION, PLEASE REFER TO SCHEDULE O, PART VI, SECTION B, LINE 15.
PART I, LINE 4A	FORMER VICE PRESIDENT FOR FINANCE & ADMINISTRATION & TREASURER, SHANNON GUREK, RECEIVED A SEVERANCE PAYMENT OF $103,552 UPON HER TERMINATION OF EMPLOYMENT. THIS AMOUNT IS INCLUDED IN REPORTABLE COMPENSATION IN PART VII, AND IN OTHER REPORTABLE COMPENSATION OF SCHEDULE J. PART II, COLUMN B(III): THE FORMER PRESIDENT'S OTHER REPORTABLE COMPENSATION INCLUDES CONTRACTUAL SABBATICAL PAYMENTS AS WELL AS EMPLOYEE TRANSITION PAYMENTS.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
MA DEVELOPMENT FINANCE AGCY-MHC ISSUE SERIES 2016A
A	043431814	000000000	2016-03-24	$26,000,000	CONSTRUCTION	0	0	0
MA DEVELOPMENT FINANCE AGCY-MHC ISSUE SERIES 2016B
B	043431814	000000000	2016-11-30	$33,755,000	TO REFUND 2008 BOND ISSUE	0	0	0
MA DEVELOPMENT FINANCE AGCY-MHC ISSUE SERIES 2020B
C	043431914	000000000	2020-05-01	$37,000,000	TO REFUND 2011A BOND ISSUE (REISSUED 3/24/16)	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Capital ExpendituresCapitalExpendituresAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Other Spent ProceedsOtherSpentProceedsAmt
A	$745,000	$26,210,204	$238,907	$25,971,297	2018	Yes (1)	0	Yes (1)	Yes (1)
B	$1,765,000	$33,755,000	$226,338			0	Yes (1)	Yes (1)	Yes (1)	$33,528,662
C	$1,840,000	$37,000,000				Yes (1)	0	Yes (1)	Yes (1)	$37,000,000

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCd	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0.00630	0.00630	Yes (1)
B			Yes (1)
C			Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	Yes (1)	Yes (1)	Yes (1)
B	Yes (1)	0	Yes (1)
C	Yes (1)	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART II, LINE 3

03/24/2016 $26,000,000 BOND: THE SERIES 2016A BOND WAS ISSUED IN THE STATED PRINCIPAL AMOUNT OF $26,000,000. THE TOTAL OF THIS ISSUE (PLUS THE INVESTMENT EARNINGS OF $210,204) AGREES TO THE AMOUNT REPORTED ON LINE 3 OF PART II, COLUMN A.

PART IV, LINE 2C

MA DEVELOPMENT FINANCE AGENCY-MHC ISSUE SERIES 2016A - DATE THE REBATE COMPUTATION WAS PERFORMED: 03/24/2023 MA DEVELOPMENT FINANCE AGENCY-MHC ISSUE SERIES 2016B - DATE THE REBATE COMPUTATION WAS PERFORMED: 11/30/2023 MA DEVELOPMENT FINANCE AGENCY-MHC ISSUE SERIES 2020B - DATE THE REBATE COMPUTATION WAS PERFORMED: 11/30/2023 REBATE CALCULATIONS: FOR THE APPLICABLE BONDS LISTED ABOVE IN THE PART IV, ARBITRAGE, LINE 2C STATEMENT, THE COLLEGE CONTRACTED WITH A THIRD PARTY TO PREPARE THE REBATE CALCULATIONS ON THE DATES AS REPORTED ABOVE FOR EACH RESPECTIVE BOND ISSUE.

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)

Cash GrantCashGrantAmt	Type Of AssistanceTypeOfAssistanceTxt	Assistance PurposeAssistancePurposeTxt
$20,000	TUITION EXCHANGE	TUITION BENEFIT FOR CHILD
$7,500	SCHOLARSHIP	GRANT AID FOR CHILD

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MICHAEL CROWLEY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Relationship Description	HUSBAND OF OFFICER, MARY JO MAYDEW	RelationshipDescriptionTxt
Transaction	$102,532	TransactionAmt
Transaction	EMPLOYMENT	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	4	ContributionCnt
Noncash Contributions Rpt F990	$262,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	OPINIONS OF EXPERTS	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	109	ContributionCnt
Noncash Contributions Rpt F990	$1,148,830	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Historical Artifacts HistoricalArtifactsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$48,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	OPINIONS OF EXPERTS	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	4	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (1)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 32B:	FormAndLineReferenceDesc
Explanation	FOR GIFTS OF TANGIBLE REAL OR PERSONAL PROPERTY THAT DO NOT MEET THE COLLEGE'S MISSION OBJECTIVES, THE COLLEGE ENGAGES THE SERVICES OF AN AUCTION HOUSE OR REAL ESTATE AGENT TO SELL THE PROPERTY AND TRANSFER THE PROCEEDS TO THE COLLEGE.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 1	LOCATED IN SOUTH HADLEY, MASSACHUSETTS, MOUNT HOLYOKE COLLEGE IS A HIGHLY SELECTIVE, NONDENOMINATIONAL, RESIDENTIAL, RESEARCH LIBERAL ARTS COLLEGE FOR WOMEN THAT IS GENDER DIVERSE AND WELCOMES APPLICATIONS FROM FEMALE, TRANSGENDER, AND NON-BINARY STUDENTS. MOUNT HOLYOKE IS RENOWNED FOR EDUCATING WOMEN LEADERS, FROM MEDICAL PIONEERS TO PULITZER PRIZE-WINNING PLAYWRIGHTS. THE OLDEST OF THE SEVEN SISTER COLLEGES, WE ARE A NOTED LEADER IN LIBERAL ARTS EDUCATION WITH A MISSION GROUNDED IN THE CONVICTION THAT WOMEN CAN -- AND SHOULD -- MAKE A DIFFERENCE IN THE WORLD.
FORM 990, PART III, LINE 4A	INSTRUCTION, RESEARCH, ACADEMIC SUPPORT AND LIBRARY SERVICES MOUNT HOLYOKE COLLEGE ENROLLS APPROXIMATELY 2,200 UNDERGRADUATE STUDENTS WHO BENEFIT FROM SMALL GROUP INSTRUCTION IN A DIVERSE COLLEGE COMMUNITY WITH A STUDENT-TO-FACULTY RATIO OF 9 TO 1. MOUNT HOLYOKE'S 200+ ACCOMPLISHED FACULTY MEMBERS ARE INNOVATIVE TEACHERS DEDICATED TO THEIR STUDENTS. THEY ARE ALSO ACTIVE SCHOLARS, RESEARCH SCIENTISTS, AND CREATIVE ARTISTS PASSIONATE ABOUT THEIR DISCIPLINES. THE COLLEGE OFFERS 48 DEPARTMENTAL AND INTERDEPARTMENTAL MAJORS. THROUGH THE LIBERAL ARTS EDUCATION, STUDENTS EXPLORE ART, LITERATURE, LANGUAGES, PHILOSOPHY, POLITICS, HISTORY, MATHEMATICS AND SCIENCE RATHER THAN CHOOSING ONE SPECIALIZED TRACK OF STUDY. THE LIBERAL ARTS ALSO TRANSCEND THE CLASSROOM. STUDENTS GAIN A COMPLEX UNDERSTANDING OF THE WORLD IN WHICH THEY LIVE THROUGH INTERNSHIPS, STUDY ABROAD, COMMUNITY-BASED LEARNING, VOLUNTEER WORK AND INDEPENDENT RESEARCH. IN ADDITION TO ITS UNDERGRADUATE PROGRAM, THE COLLEGE, THROUGH ITS DIVISION OF PROFESSIONAL AND GRADUATE EDUCATION (PAGE), OFFERS A RANGE OF GRADUATE DEGREE PROGRAMS, INSTITUTES, AND COURSES TO SUPPORT EMERGING LEADERS, SCIENTISTS AND EDUCATORS WHO WANT TO INCREASE THEIR SCOPE OF IMPACT IN THEIR RESPECTIVE FIELDS. AN INTEGRAL PART OF THE COLLEGE COMMUNITY, LIBRARY AND INFORMATION TECHNOLOGY SERVICES FACILITATES THE CREATIVE USE OF INFORMATION AND TECHNOLOGY. IT SUPPORTS THE EDUCATIONAL PRIORITIES OF THE COLLEGE BY PROVIDING INSTRUCTION, MATERIALS, STAFF EXPERTISE AND EQUIPMENT TO SUSTAIN LEARNING, TEACHING, RESEARCH AND THE COLLEGE'S ADMINISTRATIVE FUNCTIONS.
FORM 990, PART III, LINE 4B	STUDENT SERVICES AND RESIDENTIAL LIFE THE DIVISION OF STUDENT LIFE CULTIVATES A DYNAMIC, ENGAGED AND INCLUSIVE COMMUNITY THAT ENRICHES THE STUDENT EXPERIENCE, PROMOTES WELLNESS AND BELONGING, AND SUPPORTS THE PURPOSEFUL DEVELOPMENT OF EVERY STUDENT. INCLUSION, COMPASSION, AND AUTHENTICITY ARE THE FOUNDATIONS OF MOUNT HOLYOKE'S RESIDENTIAL PROGRAM. TO THIS END, MOST RESIDENCE HALLS HOUSE MEMBERS OF ALL FOUR CLASSES ALONG WITH VIBRANT LIVING-LEARNING COMMUNITIES, INCLUDING A RESIDENCE HALL DEDICATED EXCLUSIVELY TO THE ENHANCEMENT OF THE FIRST YEAR EXPERIENCE. THE COLLEGE'S RESIDENCE HALLS ARE UNIQUE IN DESIGN AND CHARACTER AND OFFER MANY CONFIGURATIONS AS WELL AS COMMON SPACES TO MEET THE DEVELOPING NEEDS OF STUDENTS. ALONG WITH BEING COMMITTED TO ACADEMIC SUCCESS, MOUNT HOLYOKE CARES ABOUT THE OVERALL WELL BEING OF STUDENTS. THE COLLEGE OFFERS A RANGE OF HEALTH, COUNSELING, PUBLIC SAFETY, AND ACCESSIBILITY SERVICES TO SUPPORT THE NEEDS OF ITS STUDENTS. THE OFFICE OF STUDENT INVOLVEMENT SUPPORTS MORE THAN 100 STUDENT ORGANIZATIONS AND PRESENTS A WIDE ARRAY OF CULTURAL, ENTERTAINMENT AND SOCIAL EVENTS, IN ADDITION TO PROVIDING STUDENTS WITH OPPORTUNITIES FOR LEADERSHIP, SERVICE, AND ENGAGEMENT. THE OFFICE OF STUDENT INVOLVEMENT WORKS TO CREATE A VIBRANT AND INCLUSIVE CO-CURRICULAR CAMPUS LIFE THAT SUSTAINS MOUNT HOLYOKE COLLEGE STUDENTS AS SCHOLARS, AND OFFERS THEM SKILLS FOR LEADING A BALANCED LIFE.
FORM 990, PART III, LINE 4C	DINING SERVICES AT MOUNT HOLYOKE COLLEGE, DINING CONTINUES TO BE AN INTEGRAL PART OF A STUDENT'S EDUCATIONAL EXPERIENCE. THE COLLEGE'S DINING COMMONS (DC), LOCATED WITHIN ITS COMMUNITY CENTER, IS A HUB OF STUDENT LIFE WHERE COMMUNITY MEMBERS CAN CONVERSE, COLLABORATE, AND RELAX WITH ONE ANOTHER. THE DC, WHICH WAS NAMED A LEVEL 1 CERTIFIED GREEN RESTAURANT, FEATURES FIVE FOOD STATIONS THAT PROMOTE HEALTH, WELLNESS AND SUSTAINABILITY BY FOCUSING ON INTERNATIONAL CUISINE, VEGAN OPTIONS AND AVOIDING FOOD WITH ALLERGENS. FOR ITS VEGAN-FRIENDLY DINING, MOUNT HOLYOKE'S DINING SERVICES HAS BEEN RECOGNIZED BY PETA WITH AN "A" RATING, AND IS THE ONLY COLLEGE IN WESTERN MASSACHUSETTS TO EARN SUCH A HIGH GRADE. WITH SEATING IN SIX DISTINCTIVE DINING ROOMS, THE DC OFFERS STUDENTS THE OPPORTUNITY TO INTERACT WITH ONE ANOTHER, AS WELL AS WITH MEMBERS OF THE ENTIRE CAMPUS COMMUNITY. THESE INTENTIONALLY DESIGNED SPACES PROVIDE STUDENTS WITH A STRONG FOUNDATION FROM WHICH TO IMAGINE AND ENVISION FUTURE POSSIBILITIES, BOTH CURRICULAR AND CO-CURRICULAR. THESE NEW SPACES NOT ONLY CONNECT STUDENTS TO EACH OTHER, BUT ALSO TO THE BEAUTY OF THE COLLEGE'S CAMPUS AND PROVIDE NEW OPPORTUNITIES FOR CREATIVE WORK, THUS MAINTAINING THE INTIMACY AND PURPOSE OF THE MOUNT HOLYOKE COMMUNITY DINING EXPERIENCE. DINING SERVICES IS RESPONSIBLE FOR ALL COMMUNITY CENTER CASH OPERATIONS, VENDING, A BAKERY, AND A WAREHOUSE. THE QUALIFIED AND EXPERIENCED CULINARY PRODUCTION AND SERVICE STAFF ARE DEDICATED TO PROVIDING FRESH, NUTRITIOUS, WELL-PREPARED FOODS AND OFFERING DIVERSE AND EXTENSIVE MENU OPTIONS FOR THE ENTIRE MOUNT HOLYOKE COLLEGE COMMUNITY.
FORM 990, PART VI, SECTION A, LINE 7A	MEMBERS OF THE ORGANIZATION ACCORDING TO THE COLLEGE'S BY-LAWS, FIVE TRUSTEES, KNOWN AS ALUMNAE TRUSTEES, SHALL BE ELECTED BY THE ALUMNAE IN ACCORDANCE WITH THE BY-LAWS OF THE ALUMNAE ASSOCIATION. ONE ALUMNA TRUSTEE SHALL BE ELECTED EACH YEAR TO SERVE FOR A PERIOD OF FIVE YEARS. IN ADDITION, THE PRESIDENT OF THE ALUMNAE ASSOCIATION SHALL SERVE AS A SIXTH ALUMNA TRUSTEE DURING HER TERM OF OFFICE. THE ELECTION OF TRUSTEES, OTHER THAN ALUMNAE TRUSTEES, MAY BE HELD AT ANY REGULAR OR SPECIAL MEETING PROVIDED THAT WRITTEN NOTICE OF SUCH ELECTION, INCLUDING THE NAMES OF NOMINEES, HAS BEEN MADE AT LEAST THREE DAYS PRIOR TO THE MEETING. NOMINATIONS SHALL BE MADE BY THE NOMINATING AND GOVERNANCE COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 11B	FORM 990 REVIEW ANNUAL REVIEW OF THE COLLEGE'S FORM 990 IS DELEGATED TO THE AUDIT COMMITTEE. THE NOMINATING AND GOVERNANCE COMMITTEE IS RESPONSIBLE FOR REVIEWING THE SECTIONS OF THE FORM 990 THAT PERTAIN TO COMPENSATION AND REPORTING BACK TO THE AUDIT COMMITTEE. THIS PROCESS PERMITS THE GROUP OF TRUSTEES (THE AUDIT COMMITTEE) WHO ARE MOST KNOWLEDGEABLE TO REVIEW THE DOCUMENT ON BEHALF OF THE ENTIRE BOARD. THE AUDIT COMMITTEE REPORTS ANY FINDINGS TO THE BOARD OF TRUSTEES AND THE COMPLETE COPY OF THE FORM 990 IS PROVIDED TO EACH TRUSTEE PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	MONITORING AND ENFORCEMENT OF CONFLICT POLICY THE COLLEGE REQUIRES EACH MEMBER OF THE BOARD OF TRUSTEES TO ELECTRONICALLY TRANSMIT A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. IN ADDITION, NON-TRUSTEE COMMITTEE MEMBERS, OFFICERS, AND EMPLOYEES WITH KEY RESPONSIBILITIES ARE ASKED TO ELECTRONICALLY SUBMIT CONFLICT OF INTEREST DISCLOSURE FORMS ANNUALLY. THE OFFICE OF THE PRESIDENT ENSURES THAT THE COMPLETED FORMS ARE RETURNED BY ALL TRUSTEES, AND THE OFFICE OF FINANCE AND ADMINISTRATION ENSURES THAT THE COMPLETED FORMS ARE RETURNED BY ALL NON-TRUSTEE COMMITTEE MEMBERS, OFFICERS, AND EMPLOYEES WITH KEY RESPONSIBILITIES. THE OFFICE OF FINANCE AND ADMINISTRATION COLLECTS AND RECORDS THE SUBMITTED DATA FROM THE ELECTRONIC TRANSMISSIONS. THE INFORMATION ON THE SUBMITTED FORMS IS SUMMARIZED BY THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION AND TREASURER WHO PROVIDES A COPY OF THE SUMMARY TO THE AUDIT COMMITTEE ANNUALLY. THE AUDIT COMMITTEE REVIEWS THE INFORMATION DISCLOSED AND ADVISES THE PRESIDENT AND THE CHAIR OF THE BOARD AS TO POTENTIAL CONFLICTS. THE AUDIT COMMITTEE MAY, AT ITS DISCRETION, DELEGATE THIS ANNUAL REVIEW TO THE CHAIR OF THE COMMITTEE. BY SIGNING THE ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM, EACH INDIVIDUAL AGREES TO ANSWER ANY QUESTIONS THAT BOARD MEMBERS MAY HAVE ABOUT POTENTIAL CONFLICTS.
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION REVIEW AND APPROVAL ANNUALLY, THE HUMAN RESOURCES DEPARTMENT ASSEMBLES COMPARATIVE SALARY DATA FOR ALL SENIOR/EXECUTIVE POSITIONS AT THE COLLEGE INCLUDING: PRESIDENT AND ALL VICE PRESIDENTS, CHIEF INVESTMENT OFFICER, AND THE SECRETARY OF THE COLLEGE. THIS PROCESS WAS LAST UNDERTAKEN IN MAY 2023 FOR EACH OF THE POSITIONS MENTIONED ABOVE. SALARY DATA FOR THESE EXECUTIVE POSITIONS IS COMPILED FROM THE ADMINISTRATORS IN HIGHER EDUCATION SALARIES SURVEY CONDUCTED ANNUALLY BY THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES (CUPA -HR) AND ASSEMBLED AND ANALYZED USING SEVERAL VIEWS (25TH AND 75TH PERCENTILES, MEDIAN, AND MEAN) FOR SALARY DATA FROM ALL PRIVATE INDEPENDENT INSTITUTIONS HAVING A SIMILAR ENDOWMENT VALUE AND FALLING WITHIN A COMPARABLE BUDGET QUARTILE AS THAT OF MOUNT HOLYOKE COLLEGE. IN ADDITION, MOUNT HOLYOKE COLLEGE PARTICIPATES IN A SURVEY ON EXECUTIVE TOTAL COMPENSATION, WHICH IS CONDUCTED ANNUALLY BY A THIRD PARTY COMPENSATION CONSULTANT (CURRENTLY CONDUCTED BY SULLIVAN, COTTER & ASSOCIATES). TWENTY -SEVEN OF THE COLLEGE'S PEER INSTITUTIONS ALSO PARTICIPATE IN THIS SURVEY. SALARY DATA FROM THIS SURVEY IS ANALYZED IN A SIMILAR FASHION TO THE CUPA-HR DATA. THIS SALARY DATA, ALONG WITH SALARIES OF CURRENT MOUNT HOLYOKE COLLEGE INCUMBENTS, IS ASSEMBLED AND SHARED WITH THE CHAIR OF THE BOARD OF TRUSTEES AND WITH THE CHAIR OF THE NOMINATING AND GOVERNANCE COMMITTEE. THE DATA IS THEN PRESENTED TO THE FULL NOMINATING AND GOVERNANCE COMMITTEE FOR DISCUSSION AND DECISION ON WHAT SALARY ADJUSTMENTS, IF ANY, WILL BE MADE. THE CHAIR OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE REVIEW OF PERFORMANCE OF THE PRESIDENT. THE PRESIDENT IS RESPONSIBLE FOR OVERSIGHT OF PERFORMANCE MANAGEMENT FOR THE VICE PRESIDENTS AND THE CHIEF INVESTMENT OFFICER. WITH REGARD TO THE CHIEF INVESTMENT OFFICER'S PERFORMANCE-BASED COMPENSATION, THE PRESIDENT AND INVESTMENT COMMITTEE (IC) REVIEW HER PERFORMANCE IN ACCORDANCE WITH ESTABLISHED METRICS. WITH REGARD TO THE PRESIDENT'S COMPENSATION, IN ADDITION TO COMPARATIVE PEER SALARY DATA, THE HUMAN RESOURCES DEPARTMENT ALSO ASSEMBLES A SUMMARY REPORT OF PRESIDENTIAL "TOTAL" SALARY. THIS REPORT IS ALSO REVIEWED BY AND DISCUSSED WITH THE NOMINATING AND GOVERNANCE COMMITTEE AND IS DISCUSSED WITH THE ENTIRE BOARD IN THEIR EXECUTIVE SESSION. THE PROCESS FOR DETERMINING THE COMPENSATION OF THE COLLEGE'S OFFICERS MEETS THE THREE REQUIREMENTS OF THE REBUTTABLE PRESUMPTION STANDARD. THE COMPENSATION ARRANGEMENTS ARE APPROVED IN ADVANCE BY THE ORGANIZATION'S NOMINATING AND GOVERNANCE COMMITTEE. THE COMMITTEE IS APPOINTED BY THE BOARD OF TRUSTEES FOR THE PURPOSE OF ASSISTING THE BOARD IN FULFILLING ITS RESPONSIBILITY TO THE COLLEGE AND THE COMMUNITY TO ENSURE THE COMPENSATION IS IN ACCORDANCE WITH THE COLLEGE'S POLICIES. AS MENTIONED, PRIOR TO MAKING ANY COMPENSATION DECISIONS, THE NOMINATING AND GOVERNANCE COMMITTEE OBTAINS AND RELIES UPON APPROPRIATE DATA AS TO COMPARABILITY. THE COMMITTEE UTILIZES COMPENSATION SURVEYS THAT INCLUDE COMPARABLE INSTITUTIONS TO SET COMPENSATION LEVELS. FINALLY, THE NOMINATING AND GOVERNANCE COMMITTEE ADEQUATELY AND TIMELY DOCUMENTS THE BASIS FOR SETTING COMPENSATION CONCURRENTLY WITH THE MAKING OF THE DETERMINATION.
FORM 990, PART VI, SECTION C, LINE 19	AVAILABILITY OF DOCUMENTS THE COLLEGE MAKES ITS BY-LAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA THE MOUNT HOLYOKE COLLEGE WEBSITE. IN ADDITION, THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE WEBSITE OF THE MASSACHUSETTS ATTORNEY GENERAL.
FORM 990, PART XI, LINE 9:	WILLITS HALLOWELL CENTER SUPPORT -548,559. CHANGE IN VALUE OF INTEREST RATE SWAPS 354,128. CHANGE IN FAS 158 PENSION LIABILITY 2,535,078. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -479,486.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	COLLEGIATE CATALYST FUND LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	63 MOUNTAIN VIEW DRIVE STE 301 3RD	AddressLine1Txt
City	COLCHESTER	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05446	ZIPCd

Field	Value	IRS element (for citing)
EIN	043793835	EIN
Primary Activities	CAPTIVE INSURANCE	PrimaryActivitiesTxt
Legal Domicile State	VT	LegalDomicileStateCd
Total Income	-$90,099	TotalIncomeAmt
End Of Year Assets	$919,211	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	TRUSTEES OF MOUNT HOLYOKE COLLEGE	BusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Direct Controlling NADirectControllingNACd
WILLITS HALLOWELL CENTER INC
C/O MOUNT HOLYOKE COLLEGE 50 COLLEG	SOUTH HADLEY	MA	01075	042565823	MHC MEETINGS	MA	501(C)(3)	LINE 12B, II	MHC	Yes (1)
ALUMNAE ASSOC OF MOUNT HOLYOKE COLLEGE
C/O MOUNT HOLYOKE COLLEGE 50 COLLEG	SOUTH HADLEY	MA	01075	042105894	ALUMNAE NETWORK	MA	501(C)(3)	LINE 12A, I		0	N/A
ASSOCIATED KYOTO PROGRAM INC
C/O POMONA COLLEGE 550 HARVARD AVE	CLAREMONT	CA	91711	042996114	EDUCATION EXCHANGE	MA	501(C)(3)	LINE 12C, III		0	N/A
CENTER REDEVELOPMENT CORPORATION
17 COLLEGE STREET	SOUTH HADLEY	MA	01075	042939950	REAL ESTATE	MA	501(C)(3)	LINE 12A, I	MHC	Yes (1)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER UNITRUSTS (18)
C/O MOUNT HOLYOKE COLLEGE 50 COLLEG	SOUTH HADLEY	MA	01075	CHARITABLE TRUST	MA	MHC	T	Yes (1)
PERPETUAL TRUST (1)
C/O MOUNT HOLYOKE COLLEGE 50 COLLEG	SOUTH HADLEY	MA	01075	CHARITABLE TRUST	MA	MHC	T	Yes (1)
POOLED INCOME FUNDS (2)
C/O MOUNT HOLYOKE COLLEGE 50 COLLEG	SOUTH HADLEY	MA	01075	CHARITABLE TRUST	MA	MHC	T	Yes (1)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (1)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
WILLITS HALLOWELL CENTER
L	$154,774	OVERHEAD ALLOCATION
WILLITS HALLOWELL CENTER
M	$532,987	INTERNAL SALES
WILLITS HALLOWELL CENTER
N	$350,000	ESTIMATED FMV - BUILDING
WILLITS HALLOWELL CENTER
R	$548,557	WILLITS SUBSIDY
POOLED INCOME FUNDS (2)
S	$191,826	MANDATORY TRANSFERS