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TRUSTEES OF AMHERST COLLEGE: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
TRUSTEES OF AMHERST COLLEGE (EIN 04-2103542)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-15
IRS object ID
202521359349303002
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-15T08:02:05-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line160 SOUTH STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02111ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042103542EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMHERST COLLEGE TRUSTEESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMHEBusinessNameControlTxt
Phone4135422101PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5000 CONTROLLERS OFFICEAddressLine1Txt
CityAMHERSTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01002ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL THOMASPersonNm
Person TitleCHIEF FIN & ADMIN OFFICERPersonTitleTxt
Phone4135422101PhoneNum
Signature2025-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRISTIN ANDERSONPreparerPersonNm
PTINP01231300PTIN
Phone6179881000PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMICHAEL A ELLIOTTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5000 CONTROLLERS OFFICEAddressLine1Txt
CityAMHERSTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01002ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$664,769,541GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AMHERST.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1821FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body25VotingMembersGoverningBodyCnt
Voting Members Independent23VotingMembersIndependentCnt
Total Employee3443TotalEmployeeCnt
Total Volunteers2228TotalVolunteersCnt
Total Gross UBI$12,168,699TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$60,572,966PYContributionsGrantsAmt
CY Contributions Grants$65,319,167CYContributionsGrantsAmt
PY Program Service Revenue$155,553,603PYProgramServiceRevenueAmt
CY Program Service Revenue$165,880,847CYProgramServiceRevenueAmt
PY Investment Income$161,133,221PYInvestmentIncomeAmt
CY Investment Income$198,099,738CYInvestmentIncomeAmt
PY Other Revenue$2,015,289PYOtherRevenueAmt
CY Other Revenue$3,711,279CYOtherRevenueAmt
PY Total Revenue$379,275,079PYTotalRevenueAmt
CY Total Revenue$433,011,031CYTotalRevenueAmt
PY Grants And Similar Paid$78,628,929PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$85,136,120CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$160,765,898PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$174,598,124CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$12,120,889CYTotalFundraisingExpenseAmt
PY Other Expenses$161,790,603PYOtherExpensesAmt
CY Other Expenses$159,689,913CYOtherExpensesAmt
PY Total Expenses$401,185,430PYTotalExpensesAmt
CY Total Expenses$419,424,157CYTotalExpensesAmt
PY Revenues Less Expenses-$21,910,351PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$13,586,874CYRevenuesLessExpensesAmt
Total Assets BOY$5,302,371,715TotalAssetsBOYAmt
Total Assets EOY$5,575,113,189TotalAssetsEOYAmt
Total Liabilities BOY$773,657,627TotalLiabilitiesBOYAmt
Total Liabilities EOY$756,798,426TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,528,714,088NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,818,314,763NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$304,895,999ExpenseAmt
Grant$84,564,690GrantAmt
Revenue$166,749,172RevenueAmt
DescHIGHER EDUCATION: UNDERGRADUATE EDUCATIONAMHERST COLLEGE IS AN UNDERGRADUATE INSTITUTION WITH AN APPROXIMATE STUDENT ENROLLMENT OF 2,000.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$19,741,289ExpenseAmt
Grant$571,430GrantAmt
Revenue$1,945,853RevenueAmt
DescHOME TO THE WORLD'S LARGEST SHAKESPEARE COLLECTION, THE FOLGER SHAKESPEARE LIBRARY IS A MAJOR CENTER FOR SCHOLARLY RESEARCH; A LIVELY VENUE FOR PERFORMANCES, READINGS, EXHIBITIONS; AND A NATIONAL LEADER IN HUMANITIES EDUCATION.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$324,637,288TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3179IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee3443EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncYes (1)SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members25GoverningBodyVotingMembersCnt
Independent Voting Member23IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSTEPHEN NIGROPersonNm
Phone4135422101PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5000 CONTROLLERS OFFICEAddressLine1Txt
CityAMHERSTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01002ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
MICHAEL ELLIOTT
PRESIDENT40.000.00Yes (X)Yes (X)$673,206$0$194,059
THEODORE BENESKI
TRUSTEE5.000.00Yes (X)$0$0$0
MARY ELIZABETH CISNEROS
TRUSTEE5.000.00Yes (X)$0$0$0
BONNIE BARSAMIAN DUNN
TRUSTEE5.000.00Yes (X)$0$0$0
NAANA FRIMPONG
TRUSTEE5.000.00Yes (X)$0$0$0
DOUGLAS GRISSOM
TRUSTEE5.000.00Yes (X)$0$0$0
REJJI HAYES
TRUSTEE5.000.00Yes (X)$0$0$0
MATTHEW HULSIZER
TRUSTEE5.000.00Yes (X)$0$0$0
PHILLIP JACKSON
TRUSTEE5.000.00Yes (X)$0$0$0
CHANTAL KORDULA
TRUSTEE5.000.00Yes (X)$0$0$0
SIMON KRINSKY
TRUSTEE5.000.00Yes (X)$0$0$0
EUNEI LEE
TRUSTEE5.000.00Yes (X)$0$0$0
JI-YEUN LEE
TRUSTEE5.000.00Yes (X)$0$0$0
DAVID MACLENNAN
TRUSTEE5.000.00Yes (X)$0$0$0
DAVID NOVAK
TRUSTEE5.000.00Yes (X)$0$0$0
ANDREW NUSSBAUM
TRUSTEE5.000.00Yes (X)$0$0$0
WILLIAM O'MALLEY
TRUSTEE5.000.00Yes (X)$0$0$0
DWIGHT POLER
TRUSTEE5.000.00Yes (X)$0$0$0
CHRISTINE NOYER SEAVER
TRUSTEE5.000.00Yes (X)$0$0$0
ELIZABETH SHELBURNE
TRUSTEE5.000.00Yes (X)$0$0$0
GRETCHEN SISSON
TRUSTEE5.000.00Yes (X)$0$0$0
PAUL SMITH
TRUSTEE5.000.00Yes (X)$0$0$0
SHIRLEY TILGHMAN
TRUSTEE5.000.00Yes (X)$0$0$0
KIMBERLEE WYCHE-ETHERIDGE
TRUSTEE5.000.00Yes (X)$0$0$0
NICOLAS ZERBIB
TRUSTEE5.000.00Yes (X)$0$0$0
LETITIA JOHNSON
CHIEF INVESTMENT OFFICER40.000.00Yes (X)$1,508,991$0$36,873
MICHAEL WITMORE
DIR - FOLGER SHAKESPEARE LIBRARY40.000.00Yes (X)$766,576$0$78,763
MICHAEL THOMAS
CHIEF FIN & ADMIN OFFICER EFF 3/2340.000.00Yes (X)$382,768$0$52,067
STEPHEN NIGRO
CONTROLLER40.002.00Yes (X)$172,876$0$35,757
CATHERINE EPSTEIN
PROVOST AND DEAN OF FACULTY40.000.00$422,430$0$78,851Yes (X)
LISA RUTHERFORD
GEN COUNSEL & SR ADV TO PR40.002.00$445,483$0$71,372Yes (X)
ELIZABETH CANNON-SMITH
CHIEF ADVANCEMENT OFFICER40.002.00$406,921$0$71,764Yes (X)
LIZ AGOSTO
DEAN OF STUDENTS THRU 1/2340.000.00$413,649$0$10,658Yes (X)
MATTHEW MCGANN
DEAN OF ADMISSION & FIN AID40.000.00$357,723$0$38,036Yes (X)
ANGIE TISSI-GASSOWAY
CHF STUD AFF/DEAN STU EFF 3/2340.000.00$270,785$0$42,405Yes (X)
RUTH TAYLOR-KIDD
CHIEF FINANCIAL OFFICER - FOLGER40.000.00$277,051$0$31,301Yes (X)
DAWN BATES
DIRECTOR OF OPERATIONS40.000.00$444,299$0$22,987Yes (X)
AUSTIN SARAT
PROF OF POLI SCI & LAW40.000.00$387,047$0$44,371Yes (X)
THOMAS DWYER
ASSOCIATE CFO40.000.00$360,938$0$46,220Yes (X)
SHANE LEVY
INVESTMENT OFFICER40.000.00$376,632$0$30,203Yes (X)
SANDRA GENELIUS
CHIEF COMMUNICATIONS OFFICER40.000.00$347,683$0$55,069Yes (X)
CAROLYN BIDDY MARTIN
PRESIDENT EMERITIUS40.000.00$818,539$0$18,672Yes (X)
JAMES BRASSORD
FORMER CHIEF OF CAMPUS OPS40.002.00$121,705$0$21,134Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$8,955,302TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$980,562TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K377IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
DANIEL O'CONNELL'S SONS INC
480 HAMPDEN STREET PO BOX 267HOLYOKEMA01041CONSTRUCTION SERVICES$33,318,173
GILBANE BUILDING COMPANY
7 JACKSON WALKWAYPROVIDENCERI02903CONSTRUCTION SERVICES$18,733,930
SHAWMUT DESIGN AND CONSTRUCTION
560 HARRISON AVENUEBOSTONMA02118CONSTRUCTION SERVICES$18,378,970
SASAKI ASSOCIATES INC
110 CHAUNCY ST SUITE 200BOSTONMA02111ARCHITECTURAL SERVICES$7,181,947
SCAPES BUILDERS & EXCAVATION LLC
110 NORTH HILLSIDE ROADSOUTH DEERFIELDMA01373CONSTRUCTION SERVICES$2,628,271
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K172CntrctRcvdGreaterThan100KCnt
Fundraising$404,038FundraisingAmt
Government Grants$4,928,517GovernmentGrantsAmt
All Other Contributions$59,986,612AllOtherContributionsAmt
Noncash Contributions$3,978,491NoncashContributionsAmt
Total Contributions$65,319,167TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND OTHER STUDENT FEES611310$129,930,025$129,930,025
HOUSING & MEALS721000$32,364,629$32,364,629
BOX OFFICE/EVENTS711130$1,240,465$1,240,465
DINING SERVICES721000$942,918$942,918
CONSORTIUM FEES711130$316,414$316,414

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,086,396TotalRevenueColumnAmt
Related Or Exempt Func Income$1,086,396RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$165,880,847TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,390,621TotalRevenueColumnAmt
Unrelated Business Revenue$11,090,901UnrelatedBusinessRevenueAmt
Exclusion$10,299,720ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$444,940TotalRevenueColumnAmt
Exclusion$444,940ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,338,535RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$1,208,860RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$129,675RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$129,675TotalRevenueColumnAmt
Exclusion$129,675ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$406,983,552SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$230,274,435SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$176,709,117SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$176,709,117TotalRevenueColumnAmt
Unrelated Business Revenue$1,048,589UnrelatedBusinessRevenueAmt
Exclusion$175,660,528ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$87,875FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$404,038ContriRptFundraisingEventAmt
Fundraising Direct Expenses$275,215FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$187,340TotalRevenueColumnAmt
Exclusion-$187,340ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
SUMMER PROGRAMS611310$1,055,246$1,026,037$29,209
SOLAR611310$465,734$465,734
PARKING611310$14,883$14,883

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,788,141TotalRevenueColumnAmt
Related Or Exempt Func Income$1,788,141RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,324,004OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$433,011,031TotalRevenueColumnAmt
Related Or Exempt Func Income$168,695,025RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$12,168,699UnrelatedBusinessRevenueAmt
Exclusion$186,828,140ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,063,755TotalAmt
Program Services$1,063,755ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$79,884,444TotalAmt
Program Services$79,884,444ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$4,187,921TotalAmt
Program Services$4,187,921ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$7,160,640TotalAmt
Program Services$1,709,892ProgramServicesAmt
Management And General$4,100,579ManagementAndGeneralAmt
Fundraising$1,350,169FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$126,517,329TotalAmt
Program Services$109,057,347ProgramServicesAmt
Management And General$10,601,687ManagementAndGeneralAmt
Fundraising$6,858,295FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$10,369,582TotalAmt
Program Services$8,970,389ProgramServicesAmt
Management And General$800,962ManagementAndGeneralAmt
Fundraising$598,231FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$21,410,054TotalAmt
Program Services$15,891,047ProgramServicesAmt
Management And General$4,510,868ManagementAndGeneralAmt
Fundraising$1,008,139FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$9,140,519TotalAmt
Program Services$7,674,470ProgramServicesAmt
Management And General$941,352ManagementAndGeneralAmt
Fundraising$524,697FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$908,043TotalAmt
Program Services$271,314ProgramServicesAmt
Management And General$636,729ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$459,130TotalAmt
Program Services$20,505ProgramServicesAmt
Management And General$438,625ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$51,146TotalAmt
Program Services$51,146ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$46,079,668TotalAmt
Management And General$46,079,668ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$16,370,934TotalAmt
Program Services$13,421,042ProgramServicesAmt
Management And General$2,444,222ManagementAndGeneralAmt
Fundraising$505,670FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,226,460TotalAmt
Program Services$821,395ProgramServicesAmt
Management And General$288,710ManagementAndGeneralAmt
Fundraising$116,355FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,117,903TotalAmt
Program Services$3,272,809ProgramServicesAmt
Management And General$733,087ManagementAndGeneralAmt
Fundraising$112,007FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$6,178,579TotalAmt
Program Services$4,438,582ProgramServicesAmt
Management And General$1,679,517ManagementAndGeneralAmt
Fundraising$60,480FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$107,622TotalAmt
Program Services$102,812ProgramServicesAmt
Management And General$3,678ManagementAndGeneralAmt
Fundraising$1,132FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$12,342,022TotalAmt
Program Services$10,539,941ProgramServicesAmt
Management And General$1,707,942ManagementAndGeneralAmt
Fundraising$94,139FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,559,227TotalAmt
Program Services$3,736,012ProgramServicesAmt
Management And General$510,138ManagementAndGeneralAmt
Fundraising$313,077FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$652,770TotalAmt
Program Services$296,222ProgramServicesAmt
Management And General$208,992ManagementAndGeneralAmt
Fundraising$147,556FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$20,619,082TotalAmt
Program Services$16,484,190ProgramServicesAmt
Management And General$4,032,436ManagementAndGeneralAmt
Fundraising$102,456FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$19,812,300TotalAmt
Program Services$18,433,457ProgramServicesAmt
Management And General$1,268,989ManagementAndGeneralAmt
Fundraising$109,854FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,375,628TotalAmt
Program Services$2,049,896ProgramServicesAmt
Management And General$324,839ManagementAndGeneralAmt
Fundraising$893FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
FOOD$6,689,507$6,266,397$379,665$43,445
EQUIPMENT AND FURNITURE$5,259,167$4,524,282$560,591$174,294
SPONSORED RESEARCH$4,055,262$4,054,902$360
LIBRARY BOOKS/MEDIA$2,984,127$2,984,127

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,841,336TotalAmt
Program Services$4,428,992ProgramServicesAmt
Management And General$412,344ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$419,424,157TotalAmt
Program Services$324,637,288ProgramServicesAmt
Management And General$82,665,980ManagementAndGeneralAmt
Fundraising$12,120,889FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,153,497BOYAmt
EOY$1,744,570EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$320,875,436BOYAmt
EOY$301,956,859EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$49,840,066BOYAmt
EOY$64,691,739EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,491,141BOYAmt
EOY$3,954,221EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$580,000BOYAmt
EOY$48,611EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$8,812,703BOYAmt
EOY$8,812,703EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$131,400BOYAmt
EOY$281,822EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,572,574BOYAmt
EOY$2,878,510EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,148,820,149LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$365,337,359LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$731,066,420BOYAmt
EOY$783,482,790EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$346,982,529BOYAmt
EOY$453,358,376EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$3,785,280,696BOYAmt
EOY$3,897,217,683EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$662,219BOYAmt
EOY$614,129EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$50,923,034BOYAmt
EOY$56,071,176EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,302,371,715BOYAmt
EOY$5,575,113,189EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$30,711,434BOYAmt
EOY$21,506,278EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,359,036BOYAmt
EOY$11,111,652EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$132,140,000BOYAmt
EOY$121,125,000EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$503,838,834BOYAmt
EOY$500,210,372EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$104,608,323BOYAmt
EOY$102,845,124EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$773,657,627BOYAmt
EOY$756,798,426EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,501,603,615BOYAmt
EOY$1,610,651,571EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,027,110,473BOYAmt
EOY$3,207,663,192EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,528,714,088BOYAmt
EOY$4,818,314,763EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,302,371,715BOYAmt
EOY$5,575,113,189EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$13,586,874ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$283,526,337NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$7,512,536OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$64,147,553CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$65,538,958CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$85,032,185CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$60,572,966CurrentTaxYearMinus1YearAmt
Current Tax Year$65,319,167CurrentTaxYearAmt
Total$340,610,829TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$64,147,553CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$65,538,958CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$85,032,185CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$60,572,966CurrentTaxYearMinus1YearAmt
Current Tax Year$65,319,167CurrentTaxYearAmt
Total$340,610,829TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$51,962,559SubstantialContributorsTotAmt
Public Support Total170$288,648,270PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$32,817,083CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,892,538CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,074,674CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,120,739CurrentTaxYearMinus1YearAmt
Current Tax Year$12,083,195CurrentTaxYearAmt
Total$136,988,229TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$1,127,789CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,288,595CurrentTaxYearMinus1YearAmt
Current Tax Year$11,715,844CurrentTaxYearAmt
Total$14,132,228TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,889,584CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$355,028CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,460,419CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,295,049CurrentTaxYearMinus1YearAmt
Current Tax Year$480,617CurrentTaxYearAmt
Total$6,480,697TotalAmt
FieldValueIRS element (for citing)
Total Support$498,211,983TotalSupportAmt
Gross Receipts Rltd Activities$728,801,266GrossReceiptsRltdActivitiesAmt
Public Support CY1700.57940PublicSupportCY170Pct
Public Support PY1700.56610PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$5,646DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$45,500OtherActivitiesAmt
Total Lobbying Expenditures$51,146TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION ENGAGED GOVERNMENT RELATIONS FIRMS AND MET WITH LAWMAKERS ON BEHALF OF AMHERST COLLEGE AND FOLGER SHAKESPEARE MEMORIAL LIBRARY. IN ADDITION, AMHERST COLLEGE PAYS MEMBERSHIP FEES IN VARIOUS ORGANIZATIONS THAT MAY PERFORM A LIMITED AMOUNT OF LOBBYING ACTIVITIES SUCH AS NAICU (NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES), AICUM (ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES IN MASSACHUSETTS) AND COFHE (CONSORTIUM ON FINANCING HIGHER EDUCATION).ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,780,301,095BeginningYearBalanceAmt
Contributions$12,995,157ContributionsAmt
Investment Earnings Or Losses$430,808,198InvestmentEarningsOrLossesAmt
Grants Or Scholarships$38,152,452GrantsOrScholarshipsAmt
Other Expenditures$121,112,730OtherExpendituresAmt
Administrative Expenses$50,461,214AdministrativeExpensesAmt
End Year Balance$4,014,378,054EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,758,812,672BeginningYearBalanceAmt
Contributions$8,486,911ContributionsAmt
Investment Earnings Or Losses$216,326,006InvestmentEarningsOrLossesAmt
Grants Or Scholarships$35,396,642GrantsOrScholarshipsAmt
Other Expenditures$118,693,488OtherExpendituresAmt
Administrative Expenses$49,234,364AdministrativeExpensesAmt
End Year Balance$3,780,301,095EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,300,531,130BeginningYearBalanceAmt
Contributions$27,637,614ContributionsAmt
Investment Earnings Or Losses-$366,559,937InvestmentEarningsOrLossesAmt
Grants Or Scholarships$31,438,697GrantsOrScholarshipsAmt
Other Expenditures$123,858,319OtherExpendituresAmt
Administrative Expenses$47,499,119AdministrativeExpensesAmt
End Year Balance$3,758,812,672EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,920,494,006BeginningYearBalanceAmt
Contributions$22,710,434ContributionsAmt
Investment Earnings Or Losses$1,558,216,605InvestmentEarningsOrLossesAmt
Grants Or Scholarships$29,170,697GrantsOrScholarshipsAmt
Other Expenditures$107,047,350OtherExpendituresAmt
Administrative Expenses$64,671,868AdministrativeExpensesAmt
End Year Balance$4,300,531,130EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,834,560,524BeginningYearBalanceAmt
Contributions$40,108,241ContributionsAmt
Investment Earnings Or Losses$241,101,788InvestmentEarningsOrLossesAmt
Grants Or Scholarships$29,175,071GrantsOrScholarshipsAmt
Other Expenditures$113,544,782OtherExpendituresAmt
Administrative Expenses$52,556,694AdministrativeExpensesAmt
End Year Balance$2,920,494,006EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.25698BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.74302PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,507,028OtherCostOrOtherBasisAmt
Book Value$8,507,028BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$991,941,747OtherCostOrOtherBasisAmt
Depreciation$247,984,775DepreciationAmt
Book Value$743,956,972BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$114,588,269OtherCostOrOtherBasisAmt
Depreciation$90,902,569DepreciationAmt
Book Value$23,685,700BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$33,783,105OtherCostOrOtherBasisAmt
Depreciation$26,450,015DepreciationAmt
Book Value$7,333,090BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$783,482,790TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (8 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
GLOBAL EQUITIES$336,249,756F
FIXED INCOME$50,333,893F
FOREIGN EQUITIES$409,579,370F
PRIVATE EQUITIES$1,907,312,716F
ABSOLUTE RETURN$757,805,819F
R.ESTATE/NATURAL RES.$140,217,447F
DOMESTIC EQUITIES$293,119,714F
OTHER SECURITIES$2,598,968F
FieldValueIRS element (for citing)
Total Book Value Securities$3,897,217,683TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
LIAB. FOR LIFE INCOME OBLIGATION$30,949,491
POST RET. BENEFIT OBLIGATION$59,331,935
INTEREST SWAP AGREEMENT$1,955,294
OTHER LIABILITIES$10,608,404
FieldValueIRS element (for citing)
Total Liability$102,845,124TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4:THE TRUSTEES OF AMHERST COLLEGE DOES NOT CAPITALIZE GIFTS IN KIND OF ART, HISTORICAL TREASURES OR OTHER SIMILAR ASSETS HELD FOR PUBLIC EXHIBITION, ETC. THE FOLGER SHAKESPEARE MEMORIAL LIBRARY (THE LIBRARY), DOES CAPITALIZE PURCHASES TO ITS COLLECTION WHICH IS RECORDED AT COST. THE FOLGER SHAKESPEARE MEMORIAL LIBRARY HOLDS THE LARGEST AND MOST COMPLETE COLLECTION OF SHAKESPEAREANA IN THE WORLD AND THE LARGEST COLLECTION OF ENGLISH PRINTED BOOKS FROM 1475 TO 1640 OUTSIDE OF ENGLAND, AS WELL AS EXTENSIVE CONTINENTAL RENAISSANCE HOLDINGS. THE COLLECTION INCLUDES BOOKS, MANUSCRIPTS, DOCUMENTS, PAINTINGS, ILLUSTRATIONS, TAPESTRIES, FURNISHINGS, MUSICAL INSTRUMENTS, SCORES, AND CURIOS FROM THE RENAISSANCE AND THEATER HISTORY. THE EMILY DICKINSON MUSEUM CONSISTS OF TWO HISTORIC HOUSES AND THEIR CONTENTS, IN THE CENTER OF AMHERST, MASSACHUSETTS, CLOSELY ASSOCIATED WITH THE POET EMILY DICKINSON AND MEMBERS OF HER FAMILY DURING THE NINETEENTH CENTURIES. THE MEAD ART MUSEUM CREATES INNOVATIVE AND RIGOROUS EXHIBITIONS FROM ITS DIVERSE COLLECTION OF 19,500 WORKS INCLUDING AMERICAN ART, RUSSIAN MODERNIST ART, FRENCH ART, BRITISH PORTRAITURE, AFRICAN ART, JAPANESE ART, 19TH AND 20TH CENTURY PHOTOGRAPHY, AND MASTER AND MODERN PRINTS AND DRAWINGS. OVER 150 AMHERST COLLEGE CLASSES VISIT THE MEAD'S TWO STUDY ROOMS ANNUALLY TO LEARN FROM ORIGINAL WORKS OF ART. THE BENESKI MUSEUM OF NATURAL HISTORY HOUSES RESEARCH COLLECTIONS OF VERTEBRATE AND INVERTEBRATE PALEONTOLOGY, MINERALS, ANTHROPOLOGY AND MODERN VERTEBRATES, AS WELL AS NUMEROUS EXHIBITS WHICH ILLUSTRATE THE EVOLUTION AND ECOLOGY OF MAJOR GROUPS OF ANIMALS. THE COLLEGE AND THE LIBRARY MAINTAIN POLICIES AND PROCEDURES ADDRESSING THE COLLECTIONS' UPKEEP AS WELL AS OTHER ASPECTS OF THEIR MANAGEMENT, INCLUDING ACCESSION AND DEACCESSION POLICIES.
PART V, LINE 4:THE MISSION OF THE TRUSTEES OF AMHERST COLLEGE'S ENDOWMENT IS TO PROVIDE FINANCIAL SUPPORT IN ORDER THAT THE COLLEGE MAY PROVIDE A QUALITY EDUCATION TO ALL ADMITTED STUDENTS AS ARTICULATED IN THE MISSION STATEMENT OF AMHERST COLLEGE. THE ENDOWMENT IS MANAGED FOR THE PURPOSE OF ENSURING THE CURRENT AND FUTURE SPENDING REQUIREMENTS ARE SUPPORTED, WHILE ALSO PRESERVING THE ENDOWMENT FUND IN PERPETUITY. THE ENDOWMENT FUNDED A SUBSTANTIAL PORTION OF OPERATING REVENUE IN THIS TAX YEAR. THE ENDOWMENT DISTRIBUTION IS USED FOR SUCH PURPOSES AS FINANCIAL AID, NAMED PROFESSORSHIPS, FACULTY AND STUDENT RESEARCH, ACADEMIC SUPPORT, SCIENTIFIC EQUIPMENT, ATHLETICS, INTERNSHIPS, AND FELLOWSHIPS/PRIZES.
PART X, LINE 2:THE INSTITUTION IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. MANAGEMENT PERFORMS AN ANNUAL REVIEW FOR UNCERTAIN TAX POSITIONS ALONG WITH ANY RELATED INTEREST AND PENALTIES. MANAGEMENT BELEIVES THAT THE INSTITUTION HAS NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL ADVERSE EFFECT, INDIVIDUALLY OR IN THE AGGREGATE, UPON THE INSTITUTION'S BALANCE SHEET OR THE RELATED STATEMENT OF ACTIVITIES OR CASH FLOWS.
PART V, LINE 2AMHERST COLLEGE HAS ADOPTED ASU 2016-14, PRESENTATION OF THE FINANCIAL STATEMENTS FOR NOT-FOR-PROFIT ENTITIES. AS A RESULT, THE JUNE 30, 2024 AUDITED FINANCIAL STATEMENTS CLASSIFY NET ASSETS AS EITHER NET ASSETS WITHOUT DONOR RESTRICTIONS, OR NET ASSETS WITH DONOR RESTRICTIONS. FOR PURPOSES OF SCHEDULE D, LINE 2, AMHERST COLLEGE HAS REPORTED ENDOWMENT FUNDS WITHOUT DONOR RESTRICTIONS AS BOARD DESIGNATED OR QUASI-ENDOWMENT AND ENDOWMENT FUNDS WITH DONOR RESTRICTIONS AS PERMANENT ENDOWMENT, RESPECTIVELY.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE TRUSTEES OF AMHERST COLLEGE PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY IN THE (1) THE COLLEGE'S ANNUAL CATALOG, (2) ADMISSION APPLICATION, (3) YEARLY ADMISSION REPORT SENT TO ALL SECONDARY SCHOOLS, (4) THE BROCHURE "THIS IS AMHERST" DESCRIBING THE COLLEGE TO ALL INTERESTED PARTIES AND (5) AMHERST'S WEBSITE WWW.AMHERST.EDU.
SCHEDULE E, PART I, LINE 6THE TRUSTEES OF AMHERST COLLEGE RECEIVES FEDERAL GRANTS FOR RESEARCH, ETC. AND IS A PASS THROUGH ENTITY FOR CERTAIN FEDERAL AND STATE FINANCIAL AID.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (24 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
NORTH AMERICAPROGRAM SERVICESRELATED EXPENSES$185,710
CENTRAL AMERICA AND THE CARIBBEANPROGRAM SERVICESRELATED EXPENSES$325,893
EAST ASIA AND THE PACIFICPROGRAM SERVICESRELATED EXPENSES$544,046
EUROPE (INCLUDING ICELAND & GREENLAND)PROGRAM SERVICESRELATED EXPENSES$3,053,936
MIDDLE EAST AND NORTH AFRICAPROGRAM SERVICESRELATED EXPENSES$58,065
RUSSIA AND NEIGHBORING STATESPROGRAM SERVICESRELATED EXPENSES$9,399
SUB-SAHARAN AFRICAPROGRAM SERVICESRELATED EXPENSES$120,899
SOUTH AMERICAPROGRAM SERVICESRELATED EXPENSES$42,771
SOUTH ASIAPROGRAM SERVICESRELATED EXPENSES$78,832
CENTRAL AMERICA AND THE CARIBBEANINVESTMENTS$1,853,700,585
SUB-SAHARAN AFRICAINVESTMENTS$59,496,582
EUROPE (INCLUDING ICELAND & GREENLAND)INVESTMENTS$67,969,561
CENTRAL AMERICA AND THE CARIBBEANINVESTMENT MANAGEMENT FEES$23,872,341
SUB-SAHARAN AFRICAINVESTMENT MANAGEMENT FEES$860,081
EUROPE (INCLUDING ICELAND & GREENLAND)INVESTMENT MANAGEMENT FEES$859,086
NORTH AMERICAGRANTS TO RECIPIENTS IN THE REGION$72,600
CENTRAL AMERICA AND THE CARIBBEANGRANTS TO RECIPIENTS IN THE REGION$30,882
EAST ASIA AND THE PACIFICGRANTS TO RECIPIENTS IN THE REGION$665,319
EUROPEGRANTS TO RECIPIENTS IN THE REGION$2,855,877
MIDDLE EAST AND NORTH AFRICAGRANTS TO RECIPIENTS IN THE REGION$90,811
RUSSIA AND NEIGHBORING STATESGRANTS TO RECIPIENTS IN THE REGION$79,118
SUB-SAHARAN AFRICAGRANTS TO RECIPIENTS IN THE REGION$132,601
SOUTH AMERICAGRANTS TO RECIPIENTS IN THE REGION$217,081
SOUTH ASIAGRANTS TO RECIPIENTS IN THE REGION$43,632
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$4,340,719SubtotalSpentAmt
Continuation Spent$2,011,024,989ContinuationSpentAmt
Total Spent$2,015,365,708TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
EDUCATIONAL AWARDSNORTH AMERICA$72,600EFT
EDUCATIONAL AWARDSCENTRAL AMERICA AND THE CARIBBEAN$30,882EFT
EDUCATIONAL AWARDSEAST ASIA AND THE PACIFIC$665,319EFT
EDUCATIONAL AWARDSEUROPE (INCLUDING ICELAND & GREENLAND)$2,855,877EFT
EDUCATIONAL AWARDSMIDDLE EAST AND NORTH AFRICA$90,811EFT
EDUCATIONAL AWARDSRUSSIA AND NEIGHBORING STATES$79,118EFT
EDUCATIONAL AWARDSSUB-SAHARAN AFRICA$132,601EFT
EDUCATIONAL AWARDSSOUTH AMERICA$217,081EFT
EDUCATIONAL AWARDSSOUTH ASIA$43,632EFT
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationDISBURSEMENTS IN FURTHERANCE OF THE INSTITUTION'S EXEMPT PROGRAMS ARE MADE IN ACCORDANCE WITH PROCEDURES OR SUBJECT TO CONDITIONS ESTABLISHED BY THE INSTITUTION'S GOVERNING BOARD DESIGNED TO ENSURE THAT INDIVIDUALS AND ORGANIZATIONS RECEIVING DISBURSEMENTS FROM THE INSTITUTION IN FURTHERANCE OF ITS EXEMPT PURPOSE ARE ADEQUATELY INVESTIGATED TO ENSURE THAT THEY ARE QUALIFYING RECIPIENTS. STUDENTS RECEIVING SCHOLARSHIPS AND FELLOWSHIPS ARE CONSIDERED WORTHY BY THE INSTITUTION ON THE BASIS OF CRITERIA SUCH AS ACADEMIC ACHIEVEMENT (FELLOWSHIPS) AND FINANCIAL NEED (SCHOLARSHIPS AND FELLOWSHIPS).ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FOLGER GALAEvent1Nm
Gross Receipts Event1$441,913GrossReceiptsEvent1Amt
Charitable Contri Event1$362,558CharitableContriEvent1Amt
Gross Revenue Event1$79,355GrossRevenueEvent1Amt
Food And Beverage Event1$147,305FoodAndBeverageEvent1Amt
Entertainment Event1$80,359EntertainmentEvent1Amt
Other Direct Expenses Event1$27,051OtherDirectExpensesEvent1Amt
Event2FOOTBALL GOLF OUTINGEvent2Nm
Gross Receipts Event2$50,000GrossReceiptsEvent2Amt
Charitable Contri Event2$41,480CharitableContriEvent2Amt
Gross Revenue Event2$8,520GrossRevenueEvent2Amt
Food And Beverage Event2$16,000FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$4,500OtherDirectExpensesEvent2Amt
Gross Receipts Total$491,913GrossReceiptsTotalAmt
Charitable Contributions Tot$404,038CharitableContributionsTotAmt
Gross Revenue Total Events$87,875GrossRevenueTotalEventsAmt
Food And Beverage Total Events$163,305FoodAndBeverageTotalEventsAmt
Entertainment Total Events$80,359EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$31,551OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$275,215DirectExpenseSummaryEventsAmt
Net Income Summary-$187,340NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
TOWN OF AMHERST
4 BOLTWOOD AVENUEAMHERSTMA01002046001068TOWN OF AMHERST$210,000$0GENERAL SUPPORT
AMHERST AREA CHAMBER OF COMMERCE
35 S PLEASANT STAMHERSTMA01002042388764501(C)(3)$8,250$0GENERAL SUPPORT
AMHERST-PELHAM REGIONAL PUBLIC SCHOOLS
170 CHESTNUT STREETAMHERSTMA01002046006213TOWN OF AMHERST$100,000$0GENERAL SUPPORT
AMHERST GOLF CLUB INC
PO BOX 874AMHERSTMA01004041031700501(C)(7)$40,000$0GENERAL SUPPORT
AMHERST BUSINESS IMPROVEMENT DISTRICT INC
35 S PLEASANT STAMHERSTMA01002455423811501(C)(6)$27,000$0GENERAL SUPPORT
NEW ENGLAND PUBLIC MEDIA
44 HAMPDEN STREETSPRINGFIELDMA01103046103523501(C)(3)$11,543$0GENERAL SUPPORT
FRIENDS OF THE JONES LIBRARY SYSTEM
43 AMNITY STREETAMHERSTMA01002999999999501(C)(3)$250,000$0GENERAL SUPPORT
FIVE COLLEGES INC
97 SPRING STREETAMHERSTMA01002046134696501(C)(3)$130,785$0GENERAL SUPPORT
COOLEY DICKINSON HOSPITAL INC
30 LOCUST STREETNORTHAMPTONMA01060222617175501(C)(3)$50,000$0GENERAL SUPPORT
DOWNTOWN AMHERST FOUNDATION INC
35 S PLEASANT STAMHERSTMA01002843052133501(C)(3)$25,000$0GENERAL SUPPORT
ASSOCIATION FOR ASIAN AMERICAN STUDIES (AAAS)
7 UNIVERSITY LANEST LOUISMA63105161456606501(C)(3)$10,000$0GENERAL SUPPORT
UNITED WAY OF FRANKLIN AND HAMPSHIRE REGION
71 KING STNORTHAMPTONMA01061042104792501(C)(3)$9,100$0GENERAL SUPPORT
AMHERST COMMITTEE FOR A BETTER CHANCE INC
74 N PROSPECT STAMHERSTMA01002046193013501(C)(3)$6,010$0GENERAL SUPPORT
WOODSIDE CHILDREN'S CENTER
156 WOODSIDE AVEAMHERSTMA01002042888548501(C)(3)$0$179,367GENERAL SUPPORTFMVOCCUPANCY AND EXPENSES
FieldValueIRS element (for citing)
Total501c3 Org12Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
UNDERGRADUATE AMHERST COLLEGE SCHOLARSHIPS969$74,057,589
UNDERGRADUATE RESEARCH AND INTERNSHIPS841$2,011,370
GRANT-IN AID108$1,570,131
GRADUATE FELLOWSHIPS167$1,430,902
FOLGER SHAKESPEARE LIBRARY FELLOWSHIPS73$552,974
UNDERGRADUATE PRIZES177$235,928
GRADUATE PRIZES6$25,550

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationDISBURSEMENTS IN FURTHERANCE OF THE INSTITUTION'S EXEMPT PROGRAMS ARE MADE IN ACCORDANCE WITH PROCEDURES OR SUBJECT TO CONDITIONS ESTABLISHED BY THE INSTITUTION'S GOVERNING BOARD DESIGNED TO ENSURE THAT INDIVIDUALS AND ORGANIZATIONS RECEIVING DISBURSEMENTS FROM THE INSTITUTION IN FURTHERANCE OF ITS EXEMPT PURPOSE ARE ADEQUATELY INVESTIGATED TO ENSURE THAT THEY ARE QUALIFYING RECIPIENTS. STUDENTS RECEIVING SCHOLARSHIPS AND FELLOWSHIPS ARE JUDGED WORTHY BY THE INSTITUTION ON THE BASIS OF CRITERIA SUCH AS ACADEMIC ACHIEVEMENT (FELLOWSHIPS) AND FINANCIAL NEED (SCHOLARSHIPS AND FELLOWSHIPS).ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LETITIA JOHNSON
CHIEF INVESTMENT OFFICER$600,000$0$908,000$0$991$0$34,238$0$2,635$0$1,545,864$0$0$0
MICHAEL ELLIOTT
PRESIDENT$662,143$0$0$0$11,063$0$87,122$0$106,937$0$867,265$0$0$0
MICHAEL WITMORE
DIR - FOLGER SHAKESPEARE LIBRARY$612,407$0$151,000$0$3,169$0$45,928$0$32,835$0$845,339$0$0$0
CAROLYN BIDDY MARTIN
PRESIDENT EMERITIUS$815,233$0$0$0$3,306$0$5,921$0$12,751$0$837,211$0$0$0
LISA RUTHERFORD
GEN COUNSEL & SR ADV TO PR$427,369$0$15,000$0$3,114$0$35,821$0$35,551$0$516,855$0$0$0
CATHERINE EPSTEIN
PROVOST AND DEAN OF FACULTY$417,798$0$0$0$4,632$0$35,846$0$43,005$0$501,281$0$0$0
ELIZABETH CANNON-SMITH
CHIEF ADVANCEMENT OFFICER$402,234$0$0$0$4,687$0$33,122$0$38,642$0$478,685$0$0$0
DAWN BATES
DIRECTOR OF OPERATIONS$214,344$0$229,000$0$955$0$16,082$0$6,905$0$467,286$0$0$0
MICHAEL THOMAS
CHIEF FIN & ADMIN OFFICER EFF 3/23$381,464$0$0$0$1,304$0$41,285$0$10,782$0$434,835$0$0$0
AUSTIN SARAT
PROF OF POLI SCI & LAW$381,135$0$0$0$5,912$0$29,828$0$14,543$0$431,418$0$0$0
LIZ AGOSTO
DEAN OF STUDENTS THRU 1/23$22,674$0$0$0$390,975$0$10,457$0$201$0$424,307$0$0$0
THOMAS DWYER
ASSOCIATE CFO$334,237$0$25,153$0$1,548$0$35,886$0$10,334$0$407,158$0$0$0
SHANE LEVY
INVESTMENT OFFICER$213,251$0$163,000$0$381$0$19,027$0$11,176$0$406,835$0$0$0
SANDRA GENELIUS
CHIEF COMMUNICATIONS OFFICER$342,929$0$0$0$4,754$0$36,209$0$18,860$0$402,752$0$0$0
MATTHEW MCGANN
DEAN OF ADMISSION & FIN AID$346,877$0$10,000$0$846$0$36,304$0$1,732$0$395,759$0$0$0
ANGIE TISSI-GASSOWAY
CHF STUD AFF/DEAN STU EFF 3/23$270,138$0$0$0$647$0$30,855$0$11,550$0$313,190$0$0$0
RUTH TAYLOR-KIDD
CHIEF FINANCIAL OFFICER - FOLGER$254,128$0$21,000$0$1,923$0$28,873$0$2,428$0$308,352$0$0$0
STEPHEN NIGRO
CONTROLLER$171,666$0$0$0$1,210$0$18,801$0$16,956$0$208,633$0$0$0
JAMES BRASSORD
FORMER CHIEF OF CAMPUS OPS$71,513$0$0$0$50,192$0$14,704$0$6,430$0$142,839$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ATHE PRESIDENT IS REQUIRED TO MAINTAIN A PERSONAL RESIDENCE ON CAMPUS AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE EMPLOYER. CERTAIN PERSONAL SERVICES ARE PROVIDED TO MAINTAIN THIS RESIDENCE. OCCASIONAL PERSONAL SERVICES PROVIDED TO THE PRESIDENT ARE CONSIDERED PERSONAL EXPENSES AND ADDED TO THE PRESIDENT'S TAXABLE COMPENSATION. IN ACCORDANCE WITH AMHERST'S TRAVEL POLICY, FIRST CLASS AIR TRAVEL IS PERMITTED FOR A BONA FIDE BUSINESS PURPOSE FOR THE PRESIDENT AND STAFF. IT IS THE COLLEGE'S POLICY TO GROSS UP CERTAIN BENEFITS FOR TAX PURPOSES.
PART I, LINE 4ALINE 4A: THE CHIEF OF STUDENT AFFAIRS AND DEAN OF STUDENTS THROUGH JANUARY 2023 RECEIVED A SEVERANCE PAYMENT IN CALENDAR YEAR 2023 REPORTED IN PART II, COLUMN B(III).
PART I, LINE 7TO RECRUIT AND RETAIN QUALIFIED TALENT, THE INSTITUTION PERIODICALLY USES INCENTIVE COMPENSATION. THESE AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B(II).

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MHEFA SERIES H
A04245601157585K4R62003-06-26$50,000,000CONSTRUCTION000
MHEFA SERIES I
B04245601157586CGZ22005-06-30$29,700,000SEE PART VI000
MHEFA SERIES J
C04245601157586CHA62005-06-30$50,000,000CONSTRUCTION000
MHEFA SERIES K-2
D04245601157586EDK42009-01-15$50,520,000CONSTRUCTION000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndOther Spent ProceedsOtherSpentProceedsAmt
A$25,575,000$50,749,858$400,000$50,349,858200500Yes (1)Yes (1)
B$18,125,000$29,700,000$281,71720050Yes (1)Yes (1)Yes (1)$29,418,283
C$8,130,000$50,442,362$327,888$50,114,474200700Yes (1)Yes (1)
D$7,265,000$50,646,531$518,634$50,127,897201100Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A00000.000000.000800.0008000Yes (1)
B00000.000000.000000.0000000Yes (1)
C00000.000000.000200.0002000Yes (1)
D00000.000000.004800.0048000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedInd
(no name)
A00Yes (1)00000Yes (1)
BOA MERRILL LYNCH
B00Yes (1)0Yes (1)Yes (1)00Yes (1)4.4000000000000Yes (1)
BOA MERRILL LYNCH
C00Yes (1)0Yes (1)Yes (1)00Yes (1)11.5000000000000Yes (1)
(no name)
D000Yes (1)0000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE K, PART I, COLUMN (A):THE ISSUER NAME IS MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
SCHEDULE K, PART I BOND B COLUMN (F):THE PURPOSE OF THE ISSUE IS TO ADVANCE REFUND THE SERIES G ISSUE DATED: 05/05/1998
SCHEDULE K, PART II, LINE 3 COLUMN ATHE TOTAL PROCEEDS OF THE ISSUE DIFFERS FROM THE ISSUE PRICE DUE TO INVESTMENT EARNINGS ON BOND PROCEEDS IN THE AMOUNT OF $749,858
SCHEDULE K, PART II, LINE 3 COLUMN C:THE TOTAL PROCEEDS OF THE ISSUE DIFFERS FROM THE ISSUE PRICE DUE TO INVESTMENT EARNINGS ON BOND PROCEEDS IN THE AMOUNT OF $442,362
SCHEDULE K, PART II, LINE 3 COLUMN D:THE TOTAL PROCEEDS OF THE ISSUE DIFFERS FROM THE ISSUE PRICE DUE TO INVESTMENT EARNINGS ON BOND PROCEEDS IN THE AMOUNT OF $126,531
SCHEDULE K, PART II LINE 11 COLUMN B:THE OTHER SPENT PROCEEDS OF THE ISSUE ARE REFUNDING PROCEEDS THAT ARE NO LONGER IN ESCROW.
SCHEDULE K, PART IV LINE 2B COLUMN A,B,C:ALL BOND PROCEEDS WERE SPENT IN ACCORDANCE WITH THE IRS PRESCRIBED BENCHMARKS. THERE IS NO ARBITRAGE REBATE CALCULATION REQUIRED.
SCHEDULE K, PART IV LINE 2C COLUMN D:THE MOST RECENT REQUIRED REBATE COMPUTATION WAS PERFORMED ON 02/21/2024 FOR REISSUANCE IN BANK PURCHASE MODE.
SCHEDULE K, PART IV, LINE 3, COLUMN B&C:IN APRIL OF 2024 THE SERIES 2005 I, J1, AND J2 WERE REMARKETED AS FIXED RATE ISSUES.
SCHEDULE K, PART IV, LINE 4D, COLUMNS B&C:AS PART OF THE REMARKETING OF SERIES 2005I, J1, AND J2 IN APRIL OF 2024 THE INTEREST RATE HEDGE PREVIOUSLY SECURED FOR THESE BONDS WERE TERMINATED. THE CURRENT CUSIPS FOR MHEFA SERIES I AND MHEFA SERIES J ARE 57586ES36 AND 57586ES51, RESPECTIVELY. THE NEW CUSIPS WERE SECURED FOR THE BONDS IN APRIL 2024 IN CONNECTION WITH A BOND REMARKETING THAT DID NOT CONSTITUTE A REISSUANCE FOR THE PURPOSES OF SECTION 1003 OF THE INTERNAL REVENUE CODE OF 1986.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1M THOMASBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgOFFICERRelationshipWithOrgTxt
Loan PurposeMORTGAGELoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$50,000OriginalPrincipalAmt
Balance Due$48,611BalanceDueAmt
Default0DefaultInd
Board Or Committee ApprovalYes (1)BoardOrCommitteeApprovalInd
Written AgreementYes (1)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$48,611TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MFN PARTNERS MANAGEMENT LPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship Description35% OWNED ENTITY OF FAMILY MEMBER OF TRUSTEERelationshipDescriptionTxt
Transaction$787,825TransactionAmt
TransactionINVESTMENT MANAGEMENT FEETransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCH L, PART IV, LINE 1:FormAndLineReferenceDesc
ExplanationTHE COLLEGE'S INVESTMENT IN MFN PARTNERS, LP PRECEDES THE RELEVANT TRUSTEE'S COLLEGE BOARD SERVICE. ALL INVESTMENT DECISIONS OF THE COLLEGE ARE REVIEWED BY THE COLLEGE'S INVESTMENT COMMITTEE, AN INDEPENDENT COMMITTEE OF THE BOARD OF TRUSTEES. THE RELEVANT TRUSTEE IS NOT A MEMBER OF THE INVESTMENT COMMITTEE.ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesNONEMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Method Of Determining RevenuesNONEMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Method Of Determining RevenuesNONEMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution116ContributionCnt
Noncash Contributions Rpt F990$3,978,491NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Historical Artifacts HistoricalArtifactsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesNONEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescOTHERDesc
Contribution1ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesNONEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received19Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE TRUSTEES OF AMHERST COLLEGE REPORTS THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN B.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1 AND PART III, LINE 1AMHERST COLLEGE EDUCATES STUDENTS OF EXCEPTIONAL POTENTIAL FROM ALL BACKGROUNDS SO THAT THEY MAY SEEK VALUE AND ADVANCE KNOWLEDGE, ENGAGE THE WORLD AROUND THEM, AND LEAD PRINCIPLED LIVES OF CONSEQUENCE. AMHERST BRINGS TOGETHER THE MOST PROMISING STUDENTS, WHATEVER THEIR FINANCIAL NEED, IN ORDER TO PROMOTE DIVERSITY OF EXPERIENCE AND IDEAS WITHIN A PURPOSEFULLY SMALL RESIDENTIAL COMMUNITY. WORKING WITH FACULTY, STAFF AND ADMINISTRATORS DEDICATED TO INTELLECTUAL FREEDOM AND THE HIGHEST STANDARDS OF INSTRUCTION IN THE LIBERAL ARTS, AMHERST UNDERGRADUATES ASSUME SUBSTANTIAL RESPONSIBILITY FOR UNDERTAKING INQUIRY AND FOR SHAPING THEIR EDUCATION WITHIN AND BEYOND THE CURRICULUM. AMHERST COLLEGE IS COMMITTED TO LEARNING THROUGH CLOSE COLLOQUY AND TO EXPANDING THE REALM OF KNOWLEDGE THROUGH SCHOLARLY RESEARCH AND ARTISTIC CREATION AT THE HIGHEST LEVEL. ITS GRADUATES LINK LEARNING WITH LEADERSHIP - IN SERVICE TO THE COLLEGE, TO THEIR COMMUNITIES, AND TO THE WORLD BEYOND.
FORM 990, PART VI, SECTION A, LINE 2STEPHEN NIGRO, BETSY CANNON SMITH, AND LISA RUTHERFORD ARE OFFICERS AND JAMES BRASSORD IS A BOARD MEMBER OF AMHERST INN COMPANY.
FORM 990, PART VI, SECTION B, LINE 11BTHE TRUSTEES OF AMHERST COLLEGE MEMBERS OF THE BOARD OF TRUSTEES WERE PROVIDED A FULL COPY OF FORM 990 PRIOR TO FILING, WITH THE EXCEPTION OF SCHEDULE B IN ORDER TO RESPECT THE WISHES OF THE DONORS THAT GAVE GIFTS WITH THE ASSUMPTION OF REMAINING ANONYMOUS. THE REVIEW OF SCHEDULE B WAS CONDUCTED BY THE AUDIT COMMITTEE, CHAIRMAN OF THE BOARD OF TRUSTEES AND THE PRESIDENT OF THE COLLEGE.
FORM 990, PART VI, SECTION B, LINE 12CALL INDIVIDUALS COVERED BY THE POLICY COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT WITH THE SECRETARY OF THE BOARD OF TRUSTEES (THE "SECRETARY") ANNUALLY. THE SECRETARY ACCUMULATES ALL DISCLOSURE STATEMENTS AND FURNISHES A SUMMARY TO THE CONFLICT OF INTEREST REVIEW COMMITTEE. IN ALL INSTANCES WHERE THE CONFLICT OF INTEREST REVIEW COMMITTEE DETERMINES THAT A CONFLICT OF INTEREST DOES EXIST, SUCH CONFLICTS, AND THEIR REMEDY, ARE DISCLOSED TO THE BOARD OF TRUSTEES AT THE NEXT MEETING. THE CONFLICT OF INTEREST COMMITTEE REPORTS TO THE BOARD AT LEAST ANNUALLY. FORM 990, PART VI, LINE 14: THE COLLEGE HAS A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY THAT WAS APPROVED BY THE COLLEGE'S SENIOR MANAGEMENT. APPROVAL OF THIS POLICY IS NOT REQUIRED AT THE FULL BOARD OF TRUSTEES LEVEL.
FORM 990, PART VI, SECTION B, LINE 15ATHE COLLEGE PARTICIPATED IN AN ANNUAL SURVEY OF COMPARABLE INSTITUTIONS WHICH COMPARED HISTORIC SALARIES AND DESIGNATED BENEFITS FOR THE CHIEF EXECUTIVE OFFICER AND SENIOR ADMINISTRATIVE STAFF. THE COLLEGE'S PRESIDENT REVIEWED WITH THE BOARD OF TRUSTEES THE RELEVANT SURVEY INFORMATION AS WELL AS SENIOR STAFF PERFORMANCE EVALUATIONS AND DISCUSSED ANNUAL SALARY ADJUSTMENTS. THE BOARD OF TRUSTEES DELEGATED TO AN AD HOC COMMITTEE ON COMPENSATION, CONSISTING OF INDEPENDENT TRUSTEES, AUTHORITY TO DETERMINE THE COMPENSATION OF THE PRESIDENT. AS PROVIDED IN THE COMPENSATION POLICY FOR DESIGNATED INDIVIDUALS, THE COMMITTEE ON COMPENSATION REVIEWED THE RELEVANT SURVEY INFORMATION, CONDUCTED AN ANNUAL EVALUATION OF THE PRESIDENT, DETERMINED THE PRESIDENT'S COMPENSATION AND CONTEMPORANEOUSLY DOCUMENTED ITS DECISION. THE COMMITTEE ON COMPENSATION SHARED ITS FINDINGS AND COMPENSATION DECISION WITH THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19THE TRUSTEES OF AMHERST COLLEGE MAKES ITS ANNUAL FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE AND MAILS IT TO CERTAIN INTERESTED THIRD PARTIES. THE CONFLICT OF INTEREST POLICY IS ALSO AVAILABLE ON THE WEBSITE.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF LIFE INCOME FUNDS -4,003,225. CHANGE IN POST-RETIREMENT BENEFIT OBLIGATION -5,180,686. UNREALIZED GAIN ON SWAP 1,671,375.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1COLLEGIATE CATALYST FUND LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11154 ROUTE 30AddressLine1Txt
CityTOWNSHENDCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05353ZIPCd
FieldValueIRS element (for citing)
EIN043793835EIN
Primary ActivitiesCAPTIVE INSURANCEPrimaryActivitiesTxt
Legal Domicile StateVTLegalDomicileStateCd
Total Income$638,616TotalIncomeAmt
End Of Year Assets$2,042,292EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1AMHERSTBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
AMHERST COLLEGE FOUNDATION TRUST
JPM SVCS INC PO BOX 6089NEWARKDE19714516522862SUPPORTNY501(C)(3)PFAMHERSTYes (1)
AC HARRY ELWIN HARKNESS CLASS OF 1898
PNC BANK NA 620 LIBERTY AVEPITTSBURGHPA15222222891327SUPPORTPA501(C)(3)PFAMHERSTYes (1)
ASSOCIATED KYOTO PROGRAM INC
POMONA COLLEGE MASON HALL 236 550 NCLAREMONTCA91711042996114SUPPORTMA501(C)(3)12 III-FI0N/A
WOODSIDE CHILDREN'S CENTER
155 WOODSIDE AVENUEAMHERSTMA01002042888548CHILD CAREMA501(C)(3)12 III-OAMHERSTYes (1)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
AMHERST INN COMPANY - DE
AMHERST COLLEGE 155 SOUTH PLEASANTAMHERSTMA01002272334296HOSPITALITYDETRUSTEES OF AMHERST COLLEGEC$6,980,259$3,861,5991.00000Yes (1)
CHARITABLE UNITRUSTS - CA (4)
PO BOX 5000AMHERSTMA01002CHARITABLE TRUSTCATYes (1)N/A
CHARITABLE UNITRUSTS - CT (3)
PO BOX 5000AMHERSTMA01002CHARITABLE TRUSTCTTYes (1)N/A
CHARITABLE UNITRUSTS - FL (4)
PO BOX 5000AMHERSTMA01002CHARITABLE TRUSTFLTYes (1)N/A
CHARITABLE UNITRUSTS - GA (1)
PO BOX 5000AMHERSTMA01002CHARITABLE TRUSTGATYes (1)N/A
CHARITABLE UNITRUSTS - MA (107)
PO BOX 5000AMHERSTMA01002CHARITABLE TRUSTMATYes (1)N/A
CHARITABLE UNITRUSTS - MI (1)
PO BOX 5000AMHERSTMA01002CHARITABLE TRUSTMITYes (1)N/A
CHARITABLE UNITRUSTS - NC (1)
PO BOX 5000AMHERSTMA01002CHARITABLE TRUSTNCTYes (1)N/A
CHARITABLE UNITRUSTS - NJ (2)
PO BOX 5000AMHERSTMA01002CHARITABLE TRUSTNJTYes (1)N/A
CHARITABLE UNITRUSTS - NY (1)
PO BOX 5000AMHERSTMA01002CHARITABLE TRUSTNYTYes (1)N/A
CHARITABLE UNITRUSTS - OH (2)
PO BOX 5000AMHERSTMA01002CHARITABLE TRUSTOHTYes (1)N/A
CHARITABLE UNITRUSTS - PA (2)
PO BOX 5000AMHERSTMA01002CHARITABLE TRUSTPATYes (1)N/A
CHARITABLE UNITRUSTS - TX (1)
PO BOX 5000AMHERSTMA01002CHARITABLE TRUSTTXTYes (1)N/A
CHARITABLE UNITRUSTS - WA (1)
PO BOX 5000AMHERSTMA01002CHARITABLE TRUSTWATYes (1)N/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
AMHERST COLLEGE FOUNDATION TRUST
A$827,500CASH
AC HARRY ELWIN HARKNESS CLASS OF 1898
A$72,224CASH
AMHERST INN COMPANY - DE
A$141,850CASH
CHARITABLE UNITRUST (MA)
S$2,174,128CASH