PRESIDENT AND TRUSTEES OF BATES COLLEGE: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: PRESIDENT AND TRUSTEES OF BATES COLLEGE (EIN 01-0211781)
Tax period: 2021-07-01 to 2022-06-30
Filed: 2023-05-12
IRS object ID: 202341359349302154
Schema version: 2021v4.0
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 G
Schedule I
Schedule J
Schedule K
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-05-12T15:39:12-07:00	ReturnTs
Tax Period End	2022-06-30	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	010211781	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PRESIDENT AND TRUSTEES OF BATES COLLEGE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	PRES	BusinessNameControlTxt
Phone	2077868339	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	216 Lane Hall 2 Andrews Rd	AddressLine1Txt
City	Lewiston	CityNm
State Abbreviation	ME	StateAbbreviationCd
ZIP	04240	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Geoffrey Swift	PersonNm
Person Title	Treasurer	PersonTitleTxt
Phone	2077868339	PhoneNum
Signature	2023-05-15	SignatureDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	1	TrustedCustomerCd
OOB Security Verification	11	OOBSecurityVerificationCd
Last Submission Rqr OOB	1	LastSubmissionRqrOOBCd
Authentication Assurance Level	AAL2	AuthenticationAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Geoffrey S Swift	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	216 Lane Hall	AddressLine1Txt
Address Line2	2 Andrews Road	AddressLine2Txt
City	Lewiston	CityNm
State Abbreviation	ME	StateAbbreviationCd
ZIP	04240	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$235,780,349	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.bates.edu	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1855	FormationYr
Legal Domicile State	ME	LegalDomicileStateCd
Activity Or Mission	Bates College is a private, highly selective, residential college devoted to undergraduate study in the traditional disciplines of the liberal arts and sciences as well as in emerging interdisciplinary programs.	ActivityOrMissionDesc
Voting Members Governing Body	30	VotingMembersGoverningBodyCnt
Voting Members Independent	29	VotingMembersIndependentCnt
Total Employee	2119	TotalEmployeeCnt
Total Volunteers	3066	TotalVolunteersCnt
Total Gross UBI	$656,796	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$122,691	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$21,121,583	PYContributionsGrantsAmt
CY Contributions Grants	$56,601,157	CYContributionsGrantsAmt
PY Program Service Revenue	$132,467,672	PYProgramServiceRevenueAmt
CY Program Service Revenue	$140,091,295	CYProgramServiceRevenueAmt
PY Investment Income	$40,402,003	PYInvestmentIncomeAmt
CY Investment Income	$1,294,288	CYInvestmentIncomeAmt
PY Other Revenue	-$36,128	PYOtherRevenueAmt
CY Other Revenue	-$32,193	CYOtherRevenueAmt
PY Total Revenue	$193,955,130	PYTotalRevenueAmt
CY Total Revenue	$197,954,547	CYTotalRevenueAmt
PY Grants And Similar Paid	$35,946,039	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$36,575,278	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$78,652,549	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$82,907,227	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$5,922,955	CYTotalFundraisingExpenseAmt
PY Other Expenses	$47,669,204	PYOtherExpensesAmt
CY Other Expenses	$52,977,506	CYOtherExpensesAmt
PY Total Expenses	$162,267,792	PYTotalExpensesAmt
CY Total Expenses	$172,460,011	CYTotalExpensesAmt
PY Revenues Less Expenses	$31,687,338	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$25,494,536	CYRevenuesLessExpensesAmt
Total Assets BOY	$890,076,823	TotalAssetsBOYAmt
Total Assets EOY	$873,174,669	TotalAssetsEOYAmt
Total Liabilities BOY	$206,690,113	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$219,321,062	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$683,386,710	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$653,853,607	NetAssetsOrFundBalancesEOYAmt
Mission	Bates is a college of the liberal arts and sciences, and is a coeducational, nonsectarian, residential college with special commitments to academic rigor, and to assuring in all of its efforts the dignity of each individual, and access to its programs and opportunities by qualified learners. Bates offers a curriculum and faculty that challenge students to attain intellectual achievements and to develop powers of critical assessment, analysis, expression, aesthetic sensibility, and independent thought. The College sponsors cultural, volunteer, athletic, social, and religious opportunities which are open to all students, and values participation in these activities.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$149,964,826	ExpenseAmt
Grant	$36,575,278	GrantAmt
Revenue	$140,091,295	RevenueAmt
Desc	Higher Education: Bates College offers a rigorous liberal arts education that is distinctive in its emphasis on student research, a signature thesis or capstone experience, immersive Short Term experience, Purposeful Work program, and opportunities for community-engaged learning. A 10-1 student-faculty ratio makes possible close collaborations in classroom and laboratory. A Bates education aims to prepare graduates who strive to embody the following qualities, capabilities, and inclinations: Knowledge, Problem Solving, Analytic Strength; Discernment and Persuasion; Intellectual Curiosity; and Social Commitment and Integrity. Co-curricular life is rich with most students participating in one of approximately 120 student-run clubs and organizations. Typically, two-thirds of Bates' approximately 1,821 students on campus study abroad at some point during their academic careers at Bates and close to 80 percent of students participate in internships. More than two-thirds of recent graduates enroll in graduate study within 10 years after graduation.	Desc
Total Other Prog Srvc Expense	$0	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$0	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$0	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$149,964,826	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	Yes (1)	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	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	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	Yes (1)	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	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	Yes (1)	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (1)	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	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	2052	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	2119	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	0	ForeignFinancialAccountInd
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	Yes (1)	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	0	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	0	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
Upon Request	Yes (X)	UponRequestInd
Other	Yes (X)	OtherInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	Treasurer	PersonNm
Phone	2077868339	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	216 Lane Hall 2 Andrews Rd	AddressLine1Txt
City	Lewiston	CityNm
State Abbreviation	ME	StateAbbreviationCd
ZIP	04240	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (45 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
A Clayton Spencer
President	40	0	Yes (X)	Yes (X)	$621,537	$0	$139,642
Sarah Pearson
Vice President, College Advancement	40	0			$357,082	$0	$75,636	Yes (X)
Geoffrey Swift
VP Fin & Admin, Treasurer	40	0		Yes (X)	$359,195	$0	$51,952
Joshua McIntosh
VP Student Affairs, Dean of Students	40	0			$301,904	$0	$60,729	Yes (X)
Malcolm Hill
VP for Academic Affairs and Dean of the Faculty	40	0			$279,193	$0	$68,865	Yes (X)
Michael Murray
Professor	40	0			$236,796	$0	$66,922		Yes (X)
Patricia Schoknecht
VP for Information & Library Services	40	0			$225,411	$0	$67,766	Yes (X)
Leigh Weisenburger
Dean of Admission and Financial Aid	40	0			$209,481	$0	$82,056	Yes (X)
Sean Findlen
Chief Communications Officer	40	0			$220,953	$0	$52,753	Yes (X)
Jason Fein
Director of Athletics	40	0			$202,403	$0	$68,644		Yes (X)
Eric Foushee
Associate VP for College Advancement	40	0			$186,673	$0	$67,693		Yes (X)
Michael Hussey
VP Institutional Affairs and Secretary to the Board of Trustees	40	0			$181,680	$0	$67,069	Yes (X)
Noelle Chaddock
Vice President for Equity and Inclusion	40	0			$221,166	$0	$23,631	Yes (X)
T Glen Lawson
Professor	40	0			$176,629	$0	$52,545		Yes (X)
Christine Schwartz
Assoc VP Dining Conferences Campus Events	40	0			$169,250	$0	$45,360		Yes (X)
Kathryn Low
Professor	40	0			$143,555	$0	$42,109			Yes (X)
Chris Barbin
Board Member	1	0	Yes (X)		$0	$0	$0
Lisa B Barry
Board Member	1	0	Yes (X)	Yes (X)	$0	$0	$0
H Scott Bierman
Board Member	1	0	Yes (X)		$0	$0	$0
Andrea C Bueschel
Board Member	1	0	Yes (X)		$0	$0	$0
Erica Bullard
Board Member	1	0	Yes (X)		$0	$0	$0
Ann E Bushmiller
Board Member	1	0	Yes (X)		$0	$0	$0
Gregory A Ehret
Board Member	1	0	Yes (X)		$0	$0	$0
Scott D Freeman
Board Member	1	0	Yes (X)		$0	$0	$0
Katherine Segal Frekko
Board Member	1	0	Yes (X)		$0	$0	$0
John D Gillespie
Board Member	1	0	Yes (X)		$0	$0	$0
Evelynn M Hammonds
Board Member	1	0	Yes (X)		$0	$0	$0
Erik O Jarnryd
Board Member	1	0	Yes (X)		$0	$0	$0
Stacey L Kelly
Board Member	1	0	Yes (X)		$0	$0	$0
David W Longdon III
Board Member	1	0	Yes (X)		$0	$0	$0
Mark D Mandel
Board Member	1	0	Yes (X)		$0	$0	$0
Paul Marks
Board Member	1	0	Yes (X)		$0	$0	$0
Lance Matthiesen
Board Member	1	0	Yes (X)		$0	$0	$0
Judith B Miller
Board Member	1	0	Yes (X)		$0	$0	$0
Terrence J Murray
Board Member	1	0	Yes (X)		$0	$0	$0
Stacey A Rizza
Board Member	1	0	Yes (X)		$0	$0	$0
Michelle A Rosenberg
Board Member	1	0	Yes (X)		$0	$0	$0
John T Rossello Jr
Board Member	1	0	Yes (X)		$0	$0	$0
Jeremy M Sclar
Board Member	1	0	Yes (X)		$0	$0	$0
Richard L Smith
Board Member	1	0	Yes (X)		$0	$0	$0
Emma Sprague
Board Member	1	0	Yes (X)		$0	$0	$0
William F Sweat
Board Member	1	0	Yes (X)		$0	$0	$0
Garth A L Timoll
Board Member	1	0	Yes (X)		$0	$0	$0
Lisa Utzschneider
Board Member	1	0	Yes (X)		$0	$0	$0
Jean P Wilson
Board Member	1	0	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$4,092,908	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,033,372	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	125	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	Address Line2ContractorAddress/USAddress/AddressLine2Txt
Consigli Construction
15 Franklin Street	Portland	ME	04101	Construction	$19,479,210
Hall Capital Partners LLC
One Maritime Plaza	San Francisco	CA	94111	Investment Management	$1,072,723	Suite 500
Damon Mechanical Services Inc
PO Box 101	Auburn	ME	04212	Mechanical Contractor	$611,381
Lakeside Concrete Cutting Inc
12 Railroad Street	Newport	ME	04953	Concrete Contractor	$467,013
Randall Swan
136 Bear Pond Road	Turner	ME	04282	Building & Remodeling	$397,887

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	24	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$0	FederatedCampaignsAmt
Membership Dues	$0	MembershipDuesAmt
Fundraising	$34,875	FundraisingAmt
Related Organizations	$0	RelatedOrganizationsAmt
Government Grants	$6,996,559	GovernmentGrantsAmt
All Other Contributions	$49,569,723	AllOtherContributionsAmt
Noncash Contributions	$4,246,712	NoncashContributionsAmt
Total Contributions	$56,601,157	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Student Tuition and Fees	611310	$136,625,088	$136,625,088	$0	$0
Other Educational Programs & Events	611310	$2,249,792	$2,249,792	$0	$0
Auxillary	611710	$1,216,415	$1,216,415	$0	$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$140,091,295	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,796,596	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$3,796,596	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$545,186	RealAmt
Personal	$0	PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$576,123	RealAmt
Personal	$0	PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$30,937	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$30,937	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	-$30,937	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$34,702,606	SecuritiesAmt
Other	$0	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$30,318,321	SecuritiesAmt
Other	$6,886,593	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$4,384,285	SecuritiesAmt
Other	-$6,886,593	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$2,502,308	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$656,796	UnrelatedBusinessRevenueAmt
Exclusion	-$3,159,104	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$43,509	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$34,875	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$44,765	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$1,256	TotalRevenueColumnAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	-$1,256	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$197,954,547	TotalRevenueColumnAmt
Related Or Exempt Func Income	$140,091,295	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$656,796	UnrelatedBusinessRevenueAmt
Exclusion	$605,299	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$10,614	TotalAmt
Program Services	$10,614	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$35,296,489	TotalAmt
Program Services	$35,296,489	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$1,268,175	TotalAmt
Program Services	$1,268,175	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$3,432,039	TotalAmt
Program Services	$1,372,740	ProgramServicesAmt
Management And General	$1,545,974	ManagementAndGeneralAmt
Fundraising	$513,325	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$234,934	TotalAmt
Program Services	$234,934	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$60,503,059	TotalAmt
Program Services	$52,272,448	ProgramServicesAmt
Management And General	$5,395,781	ManagementAndGeneralAmt
Fundraising	$2,834,830	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$5,539,772	TotalAmt
Program Services	$4,825,524	ProgramServicesAmt
Management And General	$440,909	ManagementAndGeneralAmt
Fundraising	$273,339	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$8,988,611	TotalAmt
Program Services	$8,043,234	ProgramServicesAmt
Management And General	$376,726	ManagementAndGeneralAmt
Fundraising	$568,651	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$4,208,812	TotalAmt
Program Services	$3,596,367	ProgramServicesAmt
Management And General	$403,001	ManagementAndGeneralAmt
Fundraising	$209,444	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$762,086	TotalAmt
Program Services	$38,858	ProgramServicesAmt
Management And General	$694,140	ManagementAndGeneralAmt
Fundraising	$29,088	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$173,285	TotalAmt
Management And General	$166,075	ManagementAndGeneralAmt
Fundraising	$7,210	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$3,703,889	TotalAmt
Management And General	$3,703,889	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$5,780,063	TotalAmt
Program Services	$4,949,160	ProgramServicesAmt
Management And General	$664,968	ManagementAndGeneralAmt
Fundraising	$165,935	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,994,917	TotalAmt
Program Services	$2,508,129	ProgramServicesAmt
Management And General	$278,512	ManagementAndGeneralAmt
Fundraising	$208,276	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$3,259,163	TotalAmt
Program Services	$2,281,414	ProgramServicesAmt
Management And General	$977,749	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$7,606,127	TotalAmt
Program Services	$7,426,113	ProgramServicesAmt
Management And General	$180,014	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,611,038	TotalAmt
Program Services	$1,397,100	ProgramServicesAmt
Management And General	$65,864	ManagementAndGeneralAmt
Fundraising	$148,074	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$364,344	TotalAmt
Program Services	$268,654	ProgramServicesAmt
Management And General	$47,835	ManagementAndGeneralAmt
Fundraising	$47,855	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$5,746,533	TotalAmt
Program Services	$4,656,978	ProgramServicesAmt
Management And General	$1,089,555	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$9,151,021	TotalAmt
Program Services	$8,792,856	ProgramServicesAmt
Management And General	$358,165	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,092,313	TotalAmt
Program Services	$764,951	ProgramServicesAmt
Management And General	$326,018	ManagementAndGeneralAmt
Fundraising	$1,344	FundraisingAmt

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$10,732,727	TotalAmt
Program Services	$9,960,088	ProgramServicesAmt
Management And General	-$142,945	ManagementAndGeneralAmt
Fundraising	$915,584	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$172,460,011	TotalAmt
Program Services	$149,964,826	ProgramServicesAmt
Management And General	$16,572,230	ManagementAndGeneralAmt
Fundraising	$5,922,955	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$74,545	BOYAmt
EOY	$130,251	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$22,638,775	BOYAmt
EOY	$15,392,979	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$35,379,407	BOYAmt
EOY	$53,111,160	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,239,731	BOYAmt
EOY	$2,181,351	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$1,384,973	BOYAmt
EOY	$995,055	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$508,144	BOYAmt
EOY	$769,295	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$3,486,892	BOYAmt
EOY	$3,131,001	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$387,804,946	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$136,356,574	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$233,495,623	BOYAmt
EOY	$251,448,372	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$189,230,578	BOYAmt
EOY	$170,067,092	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$351,329,444	BOYAmt
EOY	$324,842,022	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$50,308,711	BOYAmt
EOY	$51,106,091	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$890,076,823	BOYAmt
EOY	$873,174,669	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$27,380,971	BOYAmt
EOY	$25,640,253	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$2,535,454	BOYAmt
EOY	$2,705,414	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$138,631,074	BOYAmt
EOY	$137,019,888	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$103,899	BOYAmt
EOY	$63,372	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$18,000,000	BOYAmt
EOY	$36,000,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$20,038,715	BOYAmt
EOY	$17,892,135	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$206,690,113	BOYAmt
EOY	$219,321,062	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	$177,517,756	BOYAmt
EOY	$180,241,369	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$505,868,954	BOYAmt
EOY	$473,612,238	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$683,386,710	BOYAmt
EOY	$653,853,607	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$890,076,823	BOYAmt
EOY	$873,174,669	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$25,494,536	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$55,027,639	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$0	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)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

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	$22,814,040	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$28,685,302	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$29,824,704	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$21,121,583	CurrentTaxYearMinus1YearAmt
Current Tax Year	$56,601,156	CurrentTaxYearAmt
Total	$159,046,785	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$22,814,040	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$28,685,302	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$29,824,704	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$21,121,583	CurrentTaxYearMinus1YearAmt
Current Tax Year	$56,601,156	CurrentTaxYearAmt
Total	$159,046,785	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$7,482,019	SubstantialContributorsTotAmt
Public Support Total170	$151,564,766	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,390,944	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,290,314	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,831,620	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,982,739	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,341,782	CurrentTaxYearAmt
Total	$19,837,399	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$49,254	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$122,691	CurrentTaxYearAmt
Total	$171,945	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$29,764	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$34,748	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$20,750	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$31,580	CurrentTaxYearMinus1YearAmt
Current Tax Year	$43,509	CurrentTaxYearAmt
Total	$160,351	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$179,216,480	TotalSupportAmt
Gross Receipts Rltd Activities	$654,502,764	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.84571	PublicSupportCY170Pct
Public Support PY170	0.61105	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	FormAndLineReferenceDesc
Explanation	Fundraising events, see Schedule G, Part II	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	$0	OtherActivitiesAmt
Total Lobbying Expenditures	$0	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule C, Part II-B, Line 1	FormAndLineReferenceDesc
Explanation	The College pays membership dues to various organizations, some portion of which may be used for lobbying in connection with issues that impact higher education.	ExplanationTxt

Schedule D IRS990ScheduleD

Held Works Art HeldWorksArtGrp

Field	Value	IRS element (for citing)
Revenues Included	$0	RevenuesIncludedAmt
Assets Included	$0	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
Agent Trustee Etc	0	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (1)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$466,016,288	BeginningYearBalanceAmt
Contributions	$17,492,862	ContributionsAmt
Investment Earnings Or Losses	-$48,210,850	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$7,218,240	GrantsOrScholarshipsAmt
Other Expenditures	$9,536,130	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$418,543,930	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$341,587,046	BeginningYearBalanceAmt
Contributions	$17,873,140	ContributionsAmt
Investment Earnings Or Losses	$122,426,350	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$8,925,403	GrantsOrScholarshipsAmt
Other Expenditures	$6,944,845	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$466,016,288	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$329,722,788	BeginningYearBalanceAmt
Contributions	$18,398,067	ContributionsAmt
Investment Earnings Or Losses	$8,115,144	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$6,033,537	GrantsOrScholarshipsAmt
Other Expenditures	$8,615,416	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$341,587,046	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$315,579,002	BeginningYearBalanceAmt
Contributions	$12,780,254	ContributionsAmt
Investment Earnings Or Losses	$15,010,302	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,692,364	GrantsOrScholarshipsAmt
Other Expenditures	$7,954,406	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$329,722,788	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$293,832,686	BeginningYearBalanceAmt
Contributions	$13,911,733	ContributionsAmt
Investment Earnings Or Losses	$20,493,526	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,204,996	GrantsOrScholarshipsAmt
Other Expenditures	$7,453,947	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$315,579,002	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.1117	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.5873	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.301	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$128,646	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$5,882,209	OtherCostOrOtherBasisAmt
Book Value	$6,010,855	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$8,393,744	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$329,743,164	OtherCostOrOtherBasisAmt
Depreciation	$120,337,979	DepreciationAmt
Book Value	$217,798,929	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$769,372	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$0	OtherCostOrOtherBasisAmt
Depreciation	$505,477	DepreciationAmt
Book Value	$263,895	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$20,418,615	OtherCostOrOtherBasisAmt
Depreciation	$15,513,118	DepreciationAmt
Book Value	$4,905,497	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$22,469,196	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$22,469,196	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$251,448,372	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Venture Capital & Private Equity Partnerships	$115,568,802	F
Hedge Funds	$100,079,127	F
Equity Securities & Funds	$82,857,403	F
Real Estate, Commodity and Other Funds	$26,336,690	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$324,842,022	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDesc	Book ValueBookValueAmt
Deposits with bond trustees	$36,393,356
Contributions receivable from remainder trusts	$8,817,984
Beneficial interest in perpetual trusts	$5,894,751

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$51,106,091	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
Split Int. & Annuity Obligation	$9,722,256
Asset Retirement Obligation	$6,964,461
Federal Student Loan Payables	$1,205,418

Field	Value	IRS element (for citing)
Total Liability	$17,892,135	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$103,279,242	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$55,027,640	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants	$0	RecoveriesPriorYearGrantsAmt
Other Revenue	$0	OtherRevenueAmt
Revenue Not Reported	-$55,027,640	RevenueNotReportedAmt
Revenue Subtotal	$158,306,882	RevenueSubtotalAmt
Investment Expenses Not Incld	$3,703,889	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$35,943,776	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$39,647,665	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$197,954,547	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$132,812,346	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$0	DonatedServicesUseFcltsAmt
Prior Year Adjustments	$0	PriorYearAdjustmentsAmt
Losses Reported	$0	LossesReportedAmt
Other Expenses Included	$0	OtherExpensesIncludedAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$132,812,346	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$3,703,889	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$35,943,776	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$39,647,665	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$172,460,011	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part III, Line 1	The College's policy is not to capitalize collections, primarily art objects, as they are held for educational research, and curatorial purposes. Each of these items are cataloged, preserved and cared for, and activities verifying their existence and assessing their condition are performed continuously. Any proceeds from the sale of collection items are used to acquire additional items for the collection.
Schedule D, Part III, Line 4	The Museum of Art permanent collection is comprised of over 5,000 objects and growing, in large part due to the generosity of gifts of fine works of art from patrons. The collection is regularly studied by students across academic disciplines, and Museum of Art interns and Independent Study students research and study objects from this vital college research field each semester. Their participation is frequently an important component of collection exhibits. As a teaching museum at a liberal arts college, the Museum of Art and its exhibitions, collections, stewardship and interpretation bring a world of ideas to campus that enhance the vitality of the intellectual and cultural life of Bates, the surrounding communities, and beyond. The mission of the Museum is fulfilled by serving as a laboratory for thought-provoking exhibitions, art production, critical discussion, and scholarship; by acquiring and providing stewardship to artworks that strengthen the collection and support the Museum's educational mission; by developing and implementing a wide variety of art-based, interdisciplinary programs that are integral to the education of Bates students; by supporting creative, rigorous and original scholarship; and by providing professional training through career-focused internships, and cultivating leadership through formal engagement with the museum scholars, artists, educators and interns.
Schedule D, Part IV, Line 2b	Funds held on behalf of student groups for student-initiated activities.
Schedule D, Part V, Line 4	The investment time horizon for the endowment is long-term, consistent with its expected perpetual life. The financial goals for the endowment are (a) to achieve investment returns, net of all costs of management, over full market cycles at least equal to the sum of the rate of inflation (Higher Education Price Index) and the spending rate, and b) to provide a predictable and stable flow of funds for the operating budget of the College.
Schedule D, Part XI, Line 4b	Rental and fundraising expenses, $576,126 and $44,765 respectively, included in Part VIII, line 6b and 8b. Scholarship aid of $36,564,664 included in Part IX, Line 2 and 3.
Schedule D, Part XII, Line 4b	Rental and fundraising expenses, $576,126 and $44,765 respectively, included in Part VIII, line 6b and 8b. Scholarship aid of $36,564,664 included in Part IX, Line 2 and 3.

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	Admission publications include the College's racial non-discrimination policy. All admitted students and prospective students may access the College's non-discrimination policy online. The policy is included in several places on the College's official website including the Office of Equity and Diversity.
Schedule E, Part I, Line 6	Government grants for faculty research; energy efficiency funding; federal student aid including the PELL grant Program, Supplemental Educational Opportunity Grants and Federal Work study.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (17 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Europe (including Iceland and Greenland)	2	Program Services	5-week short term educational program	$90,198
South Asia	1	Program Services	5-week short term educational programming	$27,380
Europe (including Iceland and Greenland)	20	Program Services	Faculty and staff professional development	$35,354
Sub-Saharan Africa	4	Program Services	Faculty and staff professional development	$12,748
East Asia and the Pacific	4	Program Services	Faculty and staff professional development	$4,161
North America (including Canada and Mexico, but not the United States)	4	Program Services	Faculty and staff professional development	$4,081
Central America and the Caribbean	1	Program Services	Faculty and staff professional development	$3,380
Central America and the Caribbean	0	Investments		$138,764,644
Europe (including Iceland and Greenland)	0	Investments		$11,030,025
North America (including Canada and Mexico, but not the United States)	0	Investments		$3,225,803
Europe (including Iceland and Greenland)	0	Grantmaking	Need based financial aid	$1,081,904
East Asia and the Pacific	0	Grantmaking	Need based financial aid	$45,751
South America	0	Grantmaking	Need based financial aid	$42,480
Central America and the Caribbean	0	Grantmaking	Need based financial aid	$38,819
Sub-Saharan Africa	0	Grantmaking	Need based financial aid	$28,973
Russia and the newly independent States	0	Grantmaking	Need based financial aid	$21,125
Middle East and North Africa	0	Grantmaking	Need based financial aid	$9,123

Field	Value	IRS element (for citing)
Total Office	0	TotalOfficeCnt
Total Employee	36	TotalEmployeeCnt
Total Spent	$154,465,949	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
Need based financial aid	Europe (including Iceland and Greenland)	81	$1,081,904	Checks and wire
Need based financial aid	East Asia and the Pacific	1	$45,751	Checks and wire
Need based financial aid	South America	1	$42,480	Checks and wire
Need based financial aid	Central America and the Caribbean	5	$38,819	Checks and wire
Need based financial aid	Sub-Saharan Africa	1	$28,973	Checks and wire
Need based financial aid	Russia and the newly independent States	1	$21,125	Checks and wire
Need based financial aid	Middle East and North Africa	3	$9,123	Checks and wire

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	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule F, Part I, Line 2	For need based financial aid for students studying abroad, an official transcript from the institution abroad is obtained to confirm the student's study and proper use of funds. For each Short-Term educational program, a comprehensive and detailed budget is prepared by the faculty member(s) and reviewed by the administration; disbursements are individually requested, reviewed, and compared to the budget; and receipts and subsequent expense reports are prepared by the faculty member(s) and reviewed by administration. For Federal Awards for research activities, a comprehensive budget and budget justification is approved by the federal awarding agency, an annual independent single audit is conducted in accordance with Uniform Guidance compliance guidelines for federal spending.
Schedule F, Part I, Line 3	Expenditures are recorded on the accrual basis of accounting.
Schedule F, Part III	Expenditures are recorded on the accrual basis of accounting.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	Football Golf Outing	Event1Nm
Gross Receipts Event1	$61,327	GrossReceiptsEvent1Amt
Charitable Contri Event1	$28,750	CharitableContriEvent1Amt
Gross Revenue Event1	$32,577	GrossRevenueEvent1Amt
Cash Prizes Event1	$0	CashPrizesEvent1Amt
Non Cash Prizes Event1	$9,274	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$20,400	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$4,945	FoodAndBeverageEvent1Amt
Entertainment Event1	$0	EntertainmentEvent1Amt
Other Direct Expenses Event1	$354	OtherDirectExpensesEvent1Amt
Event2	Basketball Golf Outing	Event2Nm
Gross Receipts Event2	$17,057	GrossReceiptsEvent2Amt
Charitable Contri Event2	$6,125	CharitableContriEvent2Amt
Gross Revenue Event2	$10,932	GrossRevenueEvent2Amt
Cash Prizes Event2	$0	CashPrizesEvent2Amt
Non Cash Prizes Event2	$600	NonCashPrizesEvent2Amt
Rent Facility Costs Event2	$3,588	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$3,778	FoodAndBeverageEvent2Amt
Entertainment Event2	$0	EntertainmentEvent2Amt
Other Direct Expenses Event2	$1,826	OtherDirectExpensesEvent2Amt
Other Events Total	0	OtherEventsTotalCnt
Gross Receipts Total	$78,384	GrossReceiptsTotalAmt
Charitable Contributions Tot	$34,875	CharitableContributionsTotAmt
Gross Revenue Total Events	$43,509	GrossRevenueTotalEventsAmt
Cash Prizes Total Events	$0	CashPrizesTotalEventsAmt
Non Cash Prizes Total Events	$9,874	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$23,988	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$8,723	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$0	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$2,180	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$44,765	DirectExpenseSummaryEventsAmt
Net Income Summary	-$1,256	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Bates Morse Mountain Conservation Area Corporation	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	221 Lane Hall	AddressLine1Txt
Address Line2	2 Andrews Road	AddressLine2Txt
City	Lewiston	CityNm
State Abbreviation	ME	StateAbbreviationCd
ZIP	04240	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	010355490	RecipientEIN
IRC Section	501(c)(3)	IRCSectionDesc
Cash Grant	$10,614	CashGrantAmt
Non Cash Assistance	$0	NonCashAssistanceAmt
Purpose Of Grant	Payment to Town of Phippsburg in lieu of taxes	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	Need based financial aid including federal financial aid grants	GrantTypeTxt
Recipient	768	RecipientCnt
Cash Grant	$0	CashGrantAmt
Non Cash Assistance	$35,296,489	NonCashAssistanceAmt
Valuation Method Used	Cash basis	ValuationMethodUsedDesc
Non Cash Assistance	Need based financial aid grants	NonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2	FormAndLineReferenceDesc
Explanation	Grant funds are credited to student accounts in the form of need-based financial aid that reduce the comprehensive fee.	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
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	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	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 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
A Clayton Spencer
President	$565,879	$0	$50,000	$0	$5,658	$0	$112,259	$0	$37,467	$0	$771,263	$0	$0	$0
Sarah Pearson
Vice President, College Advancement	$336,098	$0	$16,500	$0	$4,484	$0	$38,500	$0	$37,726	$0	$433,308	$0	$0	$0
Geoffrey Swift
VP Fin & Admin, Treasurer	$333,385	$0	$25,000	$0	$810	$0	$35,250	$0	$17,489	$0	$411,934	$0	$0	$0
Joshua McIntosh
VP Student Affairs, Dean of Students	$276,193	$0	$25,000	$0	$711	$0	$37,920	$0	$32,543	$0	$372,367	$0	$0	$0
Malcolm Hill
VP for Academic Affairs and Dean of the Faculty	$278,261	$0	$0	$0	$932	$0	$38,500	$0	$37,975	$0	$355,668	$0	$0	$0
Michael Murray
Professor	$227,737	$0	$0	$0	$9,059	$0	$31,842	$0	$35,228	$0	$303,866	$0	$0	$0
Patricia Schoknecht
VP for Information & Library Services	$223,436	$0	$0	$0	$1,975	$0	$31,789	$0	$36,550	$0	$293,750	$0	$0	$0
Leigh Weisenburger
Dean of Admission and Financial Aid	$208,977	$0	$0	$0	$504	$0	$30,984	$0	$51,280	$0	$291,745	$0	$0	$0
Jason Fein
Director of Athletics	$176,706	$0	$5,000	$0	$20,697	$0	$24,853	$0	$44,170	$0	$271,426	$0	$0	$0
Sean Findlen
Chief Communications Officer	$220,434	$0	$0	$0	$519	$0	$30,440	$0	$22,516	$0	$273,909	$0	$0	$0
Noelle Chaddock
Vice President for Equity and Inclusion	$111,401	$0	$0	$0	$109,765	$0	$1,384	$0	$22,628	$0	$245,178	$0	$0	$0
Eric Foushee
Associate VP for College Advancement	$185,942	$0	$0	$0	$731	$0	$24,570	$0	$47,298	$0	$258,541	$0	$0	$0
Michael Hussey
VP Institutional Affairs and Secretary to the Board of Trustees	$181,127	$0	$0	$0	$553	$0	$25,972	$0	$41,791	$0	$249,443	$0	$0	$0
T Glen Lawson
Professor	$150,716	$0	$0	$0	$25,913	$0	$21,088	$0	$31,608	$0	$229,325	$0	$0	$0
Christine Schwartz
Assoc VP Dining Conferences Campus Events	$158,374	$0	$10,000	$0	$876	$0	$21,757	$0	$24,719	$0	$215,726	$0	$0	$0
Kathryn Low
Professor	$141,148	$0	$0	$0	$2,407	$0	$19,519	$0	$22,729	$0	$185,803	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 1a	Residence for personal use - Pursuant to employment agreements as a condition of employment and for the convenience of the College, a campus residence was provided to President A. Clayton Spencer, Vice Presidents Sarah Pearson, Joshua McIntosh, and Malcolm Hill, and Athletics Director Jason Fein; all are not considered taxable income. Personal services - the College pays reasonable housekeeping costs to maintain the President's house. Expenses for housekeeping services for the President's personal use are reimbursed by the President and not included in taxable income.
Schedule J, Part I, Line 4	Line 4(a) - $90,000 before pretax deductions paid to Noelle Chaddock reported on Schedule J, Part II(B)(iii) as Other Reportable Compensation. Line 4(b) - President A. Clayton Spencer received a non-taxable award of $73,759 pursuant to a 457(f) Supplemental Retirement Plan; the amount is included in Schedule J, Part II, column C.
Schedule J, Part I, Line 7	Non-fixed supplemental compensation determined and approved by the President and Board compensation sub-committee.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Business Name Line2IssuerName/BusinessNameLine2Txt	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
Maine Health and Higher Educational
A	Facilities Authority - 2013	010314384	560427ZQ2	2013-11-19	$55,410,000	Refund 1997A, 2003B, partial 2006B, and construct a new student residence complex	0	0	0
Maine Health and Higher Educational
B	Facilities Authority - 2015 Bates	010314384	5604272PO	2015-07-08	$27,790,000	Refund 2006B and costs of issuance	0	0	0
Maine Health and Higher Educational
C	Facilities Authority - 2019 Bates	010314384	NotApplic	2019-11-20	$50,000,000	Science Facilities Construct and Renovate	0	0	0
Maine Health and Higher Educational
D	Facilities Authority - 2020 Bates	010314384	NANANANAN	2020-05-01	$10,325,000	Refund 2010A, 2010A used to renovate two academic facilities	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$2,420,000	$0	$56,559,681	$0	$6,707,600	$3,060,000	$640,746	$0	$0	$40,258,934	$5,892,401	$0	2016	Yes (1)	Yes (1)	Yes (1)	Yes (1)
B	$3,335,000	$0	$28,409,141	$0	$0	$28,060,511	$348,630	$0	$0	$0	$0	$0	2015	0	Yes (1)	Yes (1)	Yes (1)
C	$0	$0	$50,396,576	$0	$0	$0	$164,136	$0	$0	$50,232,440	$0	$0	2022	0	0	Yes (1)	Yes (1)
D	$424,000	$0	$10,399,780	$0	$0	$10,325,000	$74,780	$0	$0	$0	$0	$0	2020	Yes (1)	0	Yes (1)	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	0	0	0	0	0	0	0	0	Yes (1)
B	0	0	0	0	0	0	0	0	0	Yes (1)
C	0	0	0	0	0	0	0	0	0	Yes (1)
D	0	0	0	0	0	0	0	0	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Rebate Not Due YetRebateNotDueYetInd	No Rebate DueNoRebateDueInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	0	Yes (1)	Yes (1)
B	0	Yes (1)	Yes (1)
C	Yes (1)	0	Yes (1)
D	Yes (1)	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule K, Part II, Line 3-11/19/2013 55,410,000 Maine Health and Higher Educational	Proceeds include net premium proceeds of $889,991 and investment income of $259,690.
Schedule K, Part II, Line 3-07/08/2015 27,790,000 Maine Health and Higher Educational	Proceeds include net premium proceeds of $619,141.
Schedule K, Part II, Line 3-11/20/2019 50,000,000 Maine Health and Higher Educational	Proceeds include investment income of $396,576.
Schedule K, Part IV, Line 2c-11/19/2013 55,410,000 Maine Health and Higher Educational	Date rebate computation was performed: 7-23-18
Schedule K, Part IV, Line 2c-07/08/2015 27,790,000 Maine Health and Higher Educational	Date rebate computation was performed: 9-1-2020

Schedule K IRS990ScheduleK

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
Family member of key employee
Key employee-M Hill	$189,308	Compensation and benefits	0
Family member of former key employe
Former key employee-K Low	$45,625	Compensation and benefits	0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	43	ContributionCnt
Noncash Contributions Rpt F990	$177,900	NoncashContributionsRptF990Amt
Method Of Determining Revenues	ASC 958-360-25	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	174	ContributionCnt
Noncash Contributions Rpt F990	$4,068,812	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Exchange traded securities	MethodOfDeterminingRevenuesTxt

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

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule M, Part I, Line 33	FormAndLineReferenceDesc
Explanation	Books and publications, scientific and other collectibles, works of art and historical artifacts were not reported on Form 990, Part VIII, Line 1g because the College does not capitalize its collections, as allowed under ASC 958-360-25. Reported on Schedule M, Part I, column (b) is the number of non-cash items received.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section A, Line 1a	The Executive Committee is empowered to act for the Corporation when the Board is not meeting; minutes of the Executive Committee meetings are distributed to all Trustees.
Form 990, Part VI, Section A, Line 2	Trustees John Gillespie and John Rossello have a business relationship.
Form 990, Part VI, Section B, Line 11b	The return is reviewed by management and an independent accounting firm and then the Audit and Legal Affairs Committee reviews the return in detail; a copy of the return is provided to all board members for review and comment prior to filing. In order to honor the donor condition of anonymity with respect to certain gifts, donor names included on Schedule B were provided for review purposes only to the Board Chair and College President.
Form 990, Part VI, Section B, Line 12c	An annual conflict of interest questionnaire is distributed to all board members, institutional officers, key employees, and other personnel with purchasing responsibilities. Responses are reviewed and evaluated by a subcommittee of the Audit and Legal Affairs Committee of the Board of Trustees and reported to the Audit and Legal Affairs Committee and the full board annually. Individuals with a conflict recuse themselves from deliberations, decisions and votes pertaining to the conflict.
Form 990, Part VI, Section B, Line 15	Annually, the President makes recommendations for the officers and key employees other than herself, to the compensation subcommittee which is a subcommittee established by the executive committee of the Board of Trustees and includes the Board Chair and the Chairs of the following committees: Academic Affairs, Budget and Finance, and Audit and Legal Affairs, all of whom are independent. The compensation subcommittee evaluates these recommendations and determines the President's compensation in conjunction with a report prepared by an outside consultant that presents comparable data from 26 peer schools. The compensation subcommittee reviews and approves compensation which is documented and signed by the Board Chair.
Form 990, Part VI, Section C, Line 18	The College's Form 990 is available through the IRS website.
Form 990, Part VI, Section C, Line 19	The Financial Statements are available on the College's website. Other documents provided upon request.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 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 Trusts (5 total)
2 Andrews Rd	Lewiston	ME	04240	Trust	ME	President and Trustees of Bates College	T	Yes (1)
Pooled Income Trusts (2)
2 Andrews Rd	Lewiston	ME	04240	Trust	ME	President and Trustees of Bates College	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	0	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	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	Pooled Income Trusts (2)	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	s	TransactionTypeTxt
Involved	$112,091	InvolvedAmt
Method Of Amount Determination	Trust maturity cash distribution of unitized amount.	MethodOfAmountDeterminationTxt