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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T08:02:05-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 SOUTH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103542 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMHERST COLLEGE TRUSTEES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMHE | BusinessNameControlTxt |
| Phone | 4135422101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5000 CONTROLLERS OFFICE | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL THOMAS | PersonNm |
| Person Title | CHIEF FIN & ADMIN OFFICER | PersonTitleTxt |
| Phone | 4135422101 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN ANDERSON | PreparerPersonNm |
| PTIN | P01231300 | PTIN |
| Phone | 6179881000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL A ELLIOTT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5000 CONTROLLERS OFFICE | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $664,769,541 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AMHERST.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1821 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 3443 | TotalEmployeeCnt |
| Total Volunteers | 2228 | TotalVolunteersCnt |
| Total Gross UBI | $12,168,699 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $60,572,966 | PYContributionsGrantsAmt |
| CY Contributions Grants | $65,319,167 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $155,553,603 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $165,880,847 | CYProgramServiceRevenueAmt |
| PY Investment Income | $161,133,221 | PYInvestmentIncomeAmt |
| CY Investment Income | $198,099,738 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,015,289 | PYOtherRevenueAmt |
| CY Other Revenue | $3,711,279 | CYOtherRevenueAmt |
| PY Total Revenue | $379,275,079 | PYTotalRevenueAmt |
| CY Total Revenue | $433,011,031 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $78,628,929 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $85,136,120 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $160,765,898 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $174,598,124 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $12,120,889 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $161,790,603 | PYOtherExpensesAmt |
| CY Other Expenses | $159,689,913 | CYOtherExpensesAmt |
| PY Total Expenses | $401,185,430 | PYTotalExpensesAmt |
| CY Total Expenses | $419,424,157 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$21,910,351 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,586,874 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,302,371,715 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,575,113,189 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $773,657,627 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $756,798,426 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,528,714,088 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,818,314,763 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $304,895,999 | ExpenseAmt |
| Grant | $84,564,690 | GrantAmt |
| Revenue | $166,749,172 | RevenueAmt |
| Desc | HIGHER EDUCATION: UNDERGRADUATE EDUCATIONAMHERST COLLEGE IS AN UNDERGRADUATE INSTITUTION WITH AN APPROXIMATE STUDENT ENROLLMENT OF 2,000. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $19,741,289 | ExpenseAmt |
| Grant | $571,430 | GrantAmt |
| Revenue | $1,945,853 | RevenueAmt |
| Desc | HOME 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $324,637,288 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | 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 | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | 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 | 3179 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3443 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | Yes (1) | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN NIGRO | PersonNm |
| Phone | 4135422101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5000 CONTROLLERS OFFICE | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01002 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL ELLIOTT | ||||||||||
| PRESIDENT | 40.00 | 0.00 | Yes (X) | Yes (X) | $673,206 | $0 | $194,059 | |||
| THEODORE BENESKI | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARY ELIZABETH CISNEROS | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BONNIE BARSAMIAN DUNN | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| NAANA FRIMPONG | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DOUGLAS GRISSOM | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| REJJI HAYES | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MATTHEW HULSIZER | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PHILLIP JACKSON | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHANTAL KORDULA | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SIMON KRINSKY | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| EUNEI LEE | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JI-YEUN LEE | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID MACLENNAN | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID NOVAK | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW NUSSBAUM | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM O'MALLEY | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DWIGHT POLER | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTINE NOYER SEAVER | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELIZABETH SHELBURNE | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| GRETCHEN SISSON | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAUL SMITH | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SHIRLEY TILGHMAN | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KIMBERLEE WYCHE-ETHERIDGE | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| NICOLAS ZERBIB | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LETITIA JOHNSON | ||||||||||
| CHIEF INVESTMENT OFFICER | 40.00 | 0.00 | Yes (X) | $1,508,991 | $0 | $36,873 | ||||
| MICHAEL WITMORE | ||||||||||
| DIR - FOLGER SHAKESPEARE LIBRARY | 40.00 | 0.00 | Yes (X) | $766,576 | $0 | $78,763 | ||||
| MICHAEL THOMAS | ||||||||||
| CHIEF FIN & ADMIN OFFICER EFF 3/23 | 40.00 | 0.00 | Yes (X) | $382,768 | $0 | $52,067 | ||||
| STEPHEN NIGRO | ||||||||||
| CONTROLLER | 40.00 | 2.00 | Yes (X) | $172,876 | $0 | $35,757 | ||||
| CATHERINE EPSTEIN | ||||||||||
| PROVOST AND DEAN OF FACULTY | 40.00 | 0.00 | $422,430 | $0 | $78,851 | Yes (X) | ||||
| LISA RUTHERFORD | ||||||||||
| GEN COUNSEL & SR ADV TO PR | 40.00 | 2.00 | $445,483 | $0 | $71,372 | Yes (X) | ||||
| ELIZABETH CANNON-SMITH | ||||||||||
| CHIEF ADVANCEMENT OFFICER | 40.00 | 2.00 | $406,921 | $0 | $71,764 | Yes (X) | ||||
| LIZ AGOSTO | ||||||||||
| DEAN OF STUDENTS THRU 1/23 | 40.00 | 0.00 | $413,649 | $0 | $10,658 | Yes (X) | ||||
| MATTHEW MCGANN | ||||||||||
| DEAN OF ADMISSION & FIN AID | 40.00 | 0.00 | $357,723 | $0 | $38,036 | Yes (X) | ||||
| ANGIE TISSI-GASSOWAY | ||||||||||
| CHF STUD AFF/DEAN STU EFF 3/23 | 40.00 | 0.00 | $270,785 | $0 | $42,405 | Yes (X) | ||||
| RUTH TAYLOR-KIDD | ||||||||||
| CHIEF FINANCIAL OFFICER - FOLGER | 40.00 | 0.00 | $277,051 | $0 | $31,301 | Yes (X) | ||||
| DAWN BATES | ||||||||||
| DIRECTOR OF OPERATIONS | 40.00 | 0.00 | $444,299 | $0 | $22,987 | Yes (X) | ||||
| AUSTIN SARAT | ||||||||||
| PROF OF POLI SCI & LAW | 40.00 | 0.00 | $387,047 | $0 | $44,371 | Yes (X) | ||||
| THOMAS DWYER | ||||||||||
| ASSOCIATE CFO | 40.00 | 0.00 | $360,938 | $0 | $46,220 | Yes (X) | ||||
| SHANE LEVY | ||||||||||
| INVESTMENT OFFICER | 40.00 | 0.00 | $376,632 | $0 | $30,203 | Yes (X) | ||||
| SANDRA GENELIUS | ||||||||||
| CHIEF COMMUNICATIONS OFFICER | 40.00 | 0.00 | $347,683 | $0 | $55,069 | Yes (X) | ||||
| CAROLYN BIDDY MARTIN | ||||||||||
| PRESIDENT EMERITIUS | 40.00 | 0.00 | $818,539 | $0 | $18,672 | Yes (X) | ||||
| JAMES BRASSORD | ||||||||||
| FORMER CHIEF OF CAMPUS OPS | 40.00 | 2.00 | $121,705 | $0 | $21,134 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,955,302 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $980,562 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 377 | 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 |
|---|---|---|---|---|---|
| DANIEL O'CONNELL'S SONS INC | |||||
| 480 HAMPDEN STREET PO BOX 267 | HOLYOKE | MA | 01041 | CONSTRUCTION SERVICES | $33,318,173 |
| GILBANE BUILDING COMPANY | |||||
| 7 JACKSON WALKWAY | PROVIDENCE | RI | 02903 | CONSTRUCTION SERVICES | $18,733,930 |
| SHAWMUT DESIGN AND CONSTRUCTION | |||||
| 560 HARRISON AVENUE | BOSTON | MA | 02118 | CONSTRUCTION SERVICES | $18,378,970 |
| SASAKI ASSOCIATES INC | |||||
| 110 CHAUNCY ST SUITE 200 | BOSTON | MA | 02111 | ARCHITECTURAL SERVICES | $7,181,947 |
| SCAPES BUILDERS & EXCAVATION LLC | |||||
| 110 NORTH HILLSIDE ROAD | SOUTH DEERFIELD | MA | 01373 | CONSTRUCTION SERVICES | $2,628,271 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 172 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $404,038 | FundraisingAmt |
| Government Grants | $4,928,517 | GovernmentGrantsAmt |
| All Other Contributions | $59,986,612 | AllOtherContributionsAmt |
| Noncash Contributions | $3,978,491 | NoncashContributionsAmt |
| Total Contributions | $65,319,167 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND OTHER STUDENT FEES | 611310 | $129,930,025 | $129,930,025 |
| HOUSING & MEALS | 721000 | $32,364,629 | $32,364,629 |
| BOX OFFICE/EVENTS | 711130 | $1,240,465 | $1,240,465 |
| DINING SERVICES | 721000 | $942,918 | $942,918 |
| CONSORTIUM FEES | 711130 | $316,414 | $316,414 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,086,396 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,086,396 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $165,880,847 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,390,621 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $11,090,901 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,299,720 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $444,940 | TotalRevenueColumnAmt |
| Exclusion | $444,940 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,338,535 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,208,860 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $129,675 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $129,675 | TotalRevenueColumnAmt |
| Exclusion | $129,675 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $406,983,552 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $230,274,435 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $176,709,117 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $176,709,117 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,048,589 | UnrelatedBusinessRevenueAmt |
| Exclusion | $175,660,528 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $87,875 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $404,038 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $275,215 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$187,340 | TotalRevenueColumnAmt |
| Exclusion | -$187,340 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| SUMMER PROGRAMS | 611310 | $1,055,246 | $1,026,037 | $29,209 | |
| SOLAR | 611310 | $465,734 | $465,734 | ||
| PARKING | 611310 | $14,883 | $14,883 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,788,141 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,788,141 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,324,004 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $433,011,031 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $168,695,025 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $12,168,699 | UnrelatedBusinessRevenueAmt |
| Exclusion | $186,828,140 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,063,755 | TotalAmt |
| Program Services | $1,063,755 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,884,444 | TotalAmt |
| Program Services | $79,884,444 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,187,921 | TotalAmt |
| Program Services | $4,187,921 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,160,640 | TotalAmt |
| Program Services | $1,709,892 | ProgramServicesAmt |
| Management And General | $4,100,579 | ManagementAndGeneralAmt |
| Fundraising | $1,350,169 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,517,329 | TotalAmt |
| Program Services | $109,057,347 | ProgramServicesAmt |
| Management And General | $10,601,687 | ManagementAndGeneralAmt |
| Fundraising | $6,858,295 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,369,582 | TotalAmt |
| Program Services | $8,970,389 | ProgramServicesAmt |
| Management And General | $800,962 | ManagementAndGeneralAmt |
| Fundraising | $598,231 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,410,054 | TotalAmt |
| Program Services | $15,891,047 | ProgramServicesAmt |
| Management And General | $4,510,868 | ManagementAndGeneralAmt |
| Fundraising | $1,008,139 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,140,519 | TotalAmt |
| Program Services | $7,674,470 | ProgramServicesAmt |
| Management And General | $941,352 | ManagementAndGeneralAmt |
| Fundraising | $524,697 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $908,043 | TotalAmt |
| Program Services | $271,314 | ProgramServicesAmt |
| Management And General | $636,729 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $459,130 | TotalAmt |
| Program Services | $20,505 | ProgramServicesAmt |
| Management And General | $438,625 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,146 | TotalAmt |
| Program Services | $51,146 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,079,668 | TotalAmt |
| Management And General | $46,079,668 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,370,934 | TotalAmt |
| Program Services | $13,421,042 | ProgramServicesAmt |
| Management And General | $2,444,222 | ManagementAndGeneralAmt |
| Fundraising | $505,670 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,226,460 | TotalAmt |
| Program Services | $821,395 | ProgramServicesAmt |
| Management And General | $288,710 | ManagementAndGeneralAmt |
| Fundraising | $116,355 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,117,903 | TotalAmt |
| Program Services | $3,272,809 | ProgramServicesAmt |
| Management And General | $733,087 | ManagementAndGeneralAmt |
| Fundraising | $112,007 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,178,579 | TotalAmt |
| Program Services | $4,438,582 | ProgramServicesAmt |
| Management And General | $1,679,517 | ManagementAndGeneralAmt |
| Fundraising | $60,480 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,622 | TotalAmt |
| Program Services | $102,812 | ProgramServicesAmt |
| Management And General | $3,678 | ManagementAndGeneralAmt |
| Fundraising | $1,132 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,342,022 | TotalAmt |
| Program Services | $10,539,941 | ProgramServicesAmt |
| Management And General | $1,707,942 | ManagementAndGeneralAmt |
| Fundraising | $94,139 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,559,227 | TotalAmt |
| Program Services | $3,736,012 | ProgramServicesAmt |
| Management And General | $510,138 | ManagementAndGeneralAmt |
| Fundraising | $313,077 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $652,770 | TotalAmt |
| Program Services | $296,222 | ProgramServicesAmt |
| Management And General | $208,992 | ManagementAndGeneralAmt |
| Fundraising | $147,556 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,619,082 | TotalAmt |
| Program Services | $16,484,190 | ProgramServicesAmt |
| Management And General | $4,032,436 | ManagementAndGeneralAmt |
| Fundraising | $102,456 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,812,300 | TotalAmt |
| Program Services | $18,433,457 | ProgramServicesAmt |
| Management And General | $1,268,989 | ManagementAndGeneralAmt |
| Fundraising | $109,854 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,375,628 | TotalAmt |
| Program Services | $2,049,896 | ProgramServicesAmt |
| Management And General | $324,839 | ManagementAndGeneralAmt |
| Fundraising | $893 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,841,336 | TotalAmt |
| Program Services | $4,428,992 | ProgramServicesAmt |
| Management And General | $412,344 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $419,424,157 | TotalAmt |
| Program Services | $324,637,288 | ProgramServicesAmt |
| Management And General | $82,665,980 | ManagementAndGeneralAmt |
| Fundraising | $12,120,889 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,153,497 | BOYAmt |
| EOY | $1,744,570 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,875,436 | BOYAmt |
| EOY | $301,956,859 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,840,066 | BOYAmt |
| EOY | $64,691,739 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,491,141 | BOYAmt |
| EOY | $3,954,221 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $580,000 | BOYAmt |
| EOY | $48,611 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,812,703 | BOYAmt |
| EOY | $8,812,703 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,400 | BOYAmt |
| EOY | $281,822 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,572,574 | BOYAmt |
| EOY | $2,878,510 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,148,820,149 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $365,337,359 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $731,066,420 | BOYAmt |
| EOY | $783,482,790 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $346,982,529 | BOYAmt |
| EOY | $453,358,376 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,785,280,696 | BOYAmt |
| EOY | $3,897,217,683 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $662,219 | BOYAmt |
| EOY | $614,129 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,923,034 | BOYAmt |
| EOY | $56,071,176 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,302,371,715 | BOYAmt |
| EOY | $5,575,113,189 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,711,434 | BOYAmt |
| EOY | $21,506,278 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,359,036 | BOYAmt |
| EOY | $11,111,652 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,140,000 | BOYAmt |
| EOY | $121,125,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $503,838,834 | BOYAmt |
| EOY | $500,210,372 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,608,323 | BOYAmt |
| EOY | $102,845,124 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $773,657,627 | BOYAmt |
| EOY | $756,798,426 | 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 | $1,501,603,615 | BOYAmt |
| EOY | $1,610,651,571 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,027,110,473 | BOYAmt |
| EOY | $3,207,663,192 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,528,714,088 | BOYAmt |
| EOY | $4,818,314,763 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,302,371,715 | BOYAmt |
| EOY | $5,575,113,189 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $13,586,874 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $283,526,337 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$7,512,536 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64,147,553 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,538,958 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $85,032,185 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,572,966 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,319,167 | CurrentTaxYearAmt |
| Total | $340,610,829 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64,147,553 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,538,958 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $85,032,185 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,572,966 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,319,167 | CurrentTaxYearAmt |
| Total | $340,610,829 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $51,962,559 | SubstantialContributorsTotAmt |
| Public Support Total170 | $288,648,270 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,817,083 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,892,538 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,074,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,120,739 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,083,195 | CurrentTaxYearAmt |
| Total | $136,988,229 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,127,789 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,288,595 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,715,844 | CurrentTaxYearAmt |
| Total | $14,132,228 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,889,584 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $355,028 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,460,419 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,295,049 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $480,617 | CurrentTaxYearAmt |
| Total | $6,480,697 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $498,211,983 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $728,801,266 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.57940 | PublicSupportCY170Pct |
| Public Support PY170 | 0.56610 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $5,646 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $45,500 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $51,146 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,780,301,095 | BeginningYearBalanceAmt |
| Contributions | $12,995,157 | ContributionsAmt |
| Investment Earnings Or Losses | $430,808,198 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $38,152,452 | GrantsOrScholarshipsAmt |
| Other Expenditures | $121,112,730 | OtherExpendituresAmt |
| Administrative Expenses | $50,461,214 | AdministrativeExpensesAmt |
| End Year Balance | $4,014,378,054 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,758,812,672 | BeginningYearBalanceAmt |
| Contributions | $8,486,911 | ContributionsAmt |
| Investment Earnings Or Losses | $216,326,006 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $35,396,642 | GrantsOrScholarshipsAmt |
| Other Expenditures | $118,693,488 | OtherExpendituresAmt |
| Administrative Expenses | $49,234,364 | AdministrativeExpensesAmt |
| End Year Balance | $3,780,301,095 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,300,531,130 | BeginningYearBalanceAmt |
| Contributions | $27,637,614 | ContributionsAmt |
| Investment Earnings Or Losses | -$366,559,937 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $31,438,697 | GrantsOrScholarshipsAmt |
| Other Expenditures | $123,858,319 | OtherExpendituresAmt |
| Administrative Expenses | $47,499,119 | AdministrativeExpensesAmt |
| End Year Balance | $3,758,812,672 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,920,494,006 | BeginningYearBalanceAmt |
| Contributions | $22,710,434 | ContributionsAmt |
| Investment Earnings Or Losses | $1,558,216,605 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $29,170,697 | GrantsOrScholarshipsAmt |
| Other Expenditures | $107,047,350 | OtherExpendituresAmt |
| Administrative Expenses | $64,671,868 | AdministrativeExpensesAmt |
| End Year Balance | $4,300,531,130 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,834,560,524 | BeginningYearBalanceAmt |
| Contributions | $40,108,241 | ContributionsAmt |
| Investment Earnings Or Losses | $241,101,788 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $29,175,071 | GrantsOrScholarshipsAmt |
| Other Expenditures | $113,544,782 | OtherExpendituresAmt |
| Administrative Expenses | $52,556,694 | AdministrativeExpensesAmt |
| End Year Balance | $2,920,494,006 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.25698 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.74302 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,507,028 | OtherCostOrOtherBasisAmt |
| Book Value | $8,507,028 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $991,941,747 | OtherCostOrOtherBasisAmt |
| Depreciation | $247,984,775 | DepreciationAmt |
| Book Value | $743,956,972 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $114,588,269 | OtherCostOrOtherBasisAmt |
| Depreciation | $90,902,569 | DepreciationAmt |
| Book Value | $23,685,700 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,783,105 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,450,015 | DepreciationAmt |
| Book Value | $7,333,090 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $783,482,790 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (8 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| GLOBAL EQUITIES | $336,249,756 | F |
| FIXED INCOME | $50,333,893 | F |
| FOREIGN EQUITIES | $409,579,370 | F |
| PRIVATE EQUITIES | $1,907,312,716 | F |
| ABSOLUTE RETURN | $757,805,819 | F |
| R.ESTATE/NATURAL RES. | $140,217,447 | F |
| DOMESTIC EQUITIES | $293,119,714 | F |
| OTHER SECURITIES | $2,598,968 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,897,217,683 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $102,845,124 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2 | AMHERST 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE 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 6 | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (24 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| NORTH AMERICA | PROGRAM SERVICES | RELATED EXPENSES | $185,710 |
| CENTRAL AMERICA AND THE CARIBBEAN | PROGRAM SERVICES | RELATED EXPENSES | $325,893 |
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | RELATED EXPENSES | $544,046 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SERVICES | RELATED EXPENSES | $3,053,936 |
| MIDDLE EAST AND NORTH AFRICA | PROGRAM SERVICES | RELATED EXPENSES | $58,065 |
| RUSSIA AND NEIGHBORING STATES | PROGRAM SERVICES | RELATED EXPENSES | $9,399 |
| SUB-SAHARAN AFRICA | PROGRAM SERVICES | RELATED EXPENSES | $120,899 |
| SOUTH AMERICA | PROGRAM SERVICES | RELATED EXPENSES | $42,771 |
| SOUTH ASIA | PROGRAM SERVICES | RELATED EXPENSES | $78,832 |
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | $1,853,700,585 | |
| SUB-SAHARAN AFRICA | INVESTMENTS | $59,496,582 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | INVESTMENTS | $67,969,561 | |
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENT MANAGEMENT FEES | $23,872,341 | |
| SUB-SAHARAN AFRICA | INVESTMENT MANAGEMENT FEES | $860,081 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | INVESTMENT MANAGEMENT FEES | $859,086 | |
| NORTH AMERICA | GRANTS TO RECIPIENTS IN THE REGION | $72,600 | |
| CENTRAL AMERICA AND THE CARIBBEAN | GRANTS TO RECIPIENTS IN THE REGION | $30,882 | |
| EAST ASIA AND THE PACIFIC | GRANTS TO RECIPIENTS IN THE REGION | $665,319 | |
| EUROPE | GRANTS TO RECIPIENTS IN THE REGION | $2,855,877 | |
| MIDDLE EAST AND NORTH AFRICA | GRANTS TO RECIPIENTS IN THE REGION | $90,811 | |
| RUSSIA AND NEIGHBORING STATES | GRANTS TO RECIPIENTS IN THE REGION | $79,118 | |
| SUB-SAHARAN AFRICA | GRANTS TO RECIPIENTS IN THE REGION | $132,601 | |
| SOUTH AMERICA | GRANTS TO RECIPIENTS IN THE REGION | $217,081 | |
| SOUTH ASIA | GRANTS TO RECIPIENTS IN THE REGION | $43,632 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $4,340,719 | SubtotalSpentAmt |
| Continuation Spent | $2,011,024,989 | ContinuationSpentAmt |
| Total Spent | $2,015,365,708 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| EDUCATIONAL AWARDS | NORTH AMERICA | $72,600 | EFT |
| EDUCATIONAL AWARDS | CENTRAL AMERICA AND THE CARIBBEAN | $30,882 | EFT |
| EDUCATIONAL AWARDS | EAST ASIA AND THE PACIFIC | $665,319 | EFT |
| EDUCATIONAL AWARDS | EUROPE (INCLUDING ICELAND & GREENLAND) | $2,855,877 | EFT |
| EDUCATIONAL AWARDS | MIDDLE EAST AND NORTH AFRICA | $90,811 | EFT |
| EDUCATIONAL AWARDS | RUSSIA AND NEIGHBORING STATES | $79,118 | EFT |
| EDUCATIONAL AWARDS | SUB-SAHARAN AFRICA | $132,601 | EFT |
| EDUCATIONAL AWARDS | SOUTH AMERICA | $217,081 | EFT |
| EDUCATIONAL AWARDS | SOUTH ASIA | $43,632 | EFT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | DISBURSEMENTS 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FOLGER GALA | Event1Nm |
| Gross Receipts Event1 | $441,913 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $362,558 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $79,355 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $147,305 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $80,359 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $27,051 | OtherDirectExpensesEvent1Amt |
| Event2 | FOOTBALL GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $50,000 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $41,480 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $8,520 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $16,000 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $4,500 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $491,913 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $404,038 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $87,875 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $163,305 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $80,359 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $31,551 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $275,215 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$187,340 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| TOWN OF AMHERST | ||||||||||
| 4 BOLTWOOD AVENUE | AMHERST | MA | 01002 | 046001068 | TOWN OF AMHERST | $210,000 | $0 | GENERAL SUPPORT | ||
| AMHERST AREA CHAMBER OF COMMERCE | ||||||||||
| 35 S PLEASANT ST | AMHERST | MA | 01002 | 042388764 | 501(C)(3) | $8,250 | $0 | GENERAL SUPPORT | ||
| AMHERST-PELHAM REGIONAL PUBLIC SCHOOLS | ||||||||||
| 170 CHESTNUT STREET | AMHERST | MA | 01002 | 046006213 | TOWN OF AMHERST | $100,000 | $0 | GENERAL SUPPORT | ||
| AMHERST GOLF CLUB INC | ||||||||||
| PO BOX 874 | AMHERST | MA | 01004 | 041031700 | 501(C)(7) | $40,000 | $0 | GENERAL SUPPORT | ||
| AMHERST BUSINESS IMPROVEMENT DISTRICT INC | ||||||||||
| 35 S PLEASANT ST | AMHERST | MA | 01002 | 455423811 | 501(C)(6) | $27,000 | $0 | GENERAL SUPPORT | ||
| NEW ENGLAND PUBLIC MEDIA | ||||||||||
| 44 HAMPDEN STREET | SPRINGFIELD | MA | 01103 | 046103523 | 501(C)(3) | $11,543 | $0 | GENERAL SUPPORT | ||
| FRIENDS OF THE JONES LIBRARY SYSTEM | ||||||||||
| 43 AMNITY STREET | AMHERST | MA | 01002 | 999999999 | 501(C)(3) | $250,000 | $0 | GENERAL SUPPORT | ||
| FIVE COLLEGES INC | ||||||||||
| 97 SPRING STREET | AMHERST | MA | 01002 | 046134696 | 501(C)(3) | $130,785 | $0 | GENERAL SUPPORT | ||
| COOLEY DICKINSON HOSPITAL INC | ||||||||||
| 30 LOCUST STREET | NORTHAMPTON | MA | 01060 | 222617175 | 501(C)(3) | $50,000 | $0 | GENERAL SUPPORT | ||
| DOWNTOWN AMHERST FOUNDATION INC | ||||||||||
| 35 S PLEASANT ST | AMHERST | MA | 01002 | 843052133 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT | ||
| ASSOCIATION FOR ASIAN AMERICAN STUDIES (AAAS) | ||||||||||
| 7 UNIVERSITY LANE | ST LOUIS | MA | 63105 | 161456606 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT | ||
| UNITED WAY OF FRANKLIN AND HAMPSHIRE REGION | ||||||||||
| 71 KING ST | NORTHAMPTON | MA | 01061 | 042104792 | 501(C)(3) | $9,100 | $0 | GENERAL SUPPORT | ||
| AMHERST COMMITTEE FOR A BETTER CHANCE INC | ||||||||||
| 74 N PROSPECT ST | AMHERST | MA | 01002 | 046193013 | 501(C)(3) | $6,010 | $0 | GENERAL SUPPORT | ||
| WOODSIDE CHILDREN'S CENTER | ||||||||||
| 156 WOODSIDE AVE | AMHERST | MA | 01002 | 042888548 | 501(C)(3) | $0 | $179,367 | GENERAL SUPPORT | FMV | OCCUPANCY AND EXPENSES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 12 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| UNDERGRADUATE AMHERST COLLEGE SCHOLARSHIPS | 969 | $74,057,589 |
| UNDERGRADUATE RESEARCH AND INTERNSHIPS | 841 | $2,011,370 |
| GRANT-IN AID | 108 | $1,570,131 |
| GRADUATE FELLOWSHIPS | 167 | $1,430,902 |
| FOLGER SHAKESPEARE LIBRARY FELLOWSHIPS | 73 | $552,974 |
| UNDERGRADUATE PRIZES | 177 | $235,928 |
| GRADUATE PRIZES | 6 | $25,550 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | DISBURSEMENTS 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| 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 |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE 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 4A | LINE 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 7 | TO 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 ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MHEFA SERIES H | ||||||||
| A | 042456011 | 57585K4R6 | 2003-06-26 | $50,000,000 | CONSTRUCTION | 0 | 0 | 0 |
| MHEFA SERIES I | ||||||||
| B | 042456011 | 57586CGZ2 | 2005-06-30 | $29,700,000 | SEE PART VI | 0 | 0 | 0 |
| MHEFA SERIES J | ||||||||
| C | 042456011 | 57586CHA6 | 2005-06-30 | $50,000,000 | CONSTRUCTION | 0 | 0 | 0 |
| MHEFA SERIES K-2 | ||||||||
| D | 042456011 | 57586EDK4 | 2009-01-15 | $50,520,000 | CONSTRUCTION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $25,575,000 | $50,749,858 | $400,000 | $50,349,858 | 2005 | 0 | 0 | Yes (1) | Yes (1) | |
| B | $18,125,000 | $29,700,000 | $281,717 | 2005 | 0 | Yes (1) | Yes (1) | Yes (1) | $29,418,283 | |
| C | $8,130,000 | $50,442,362 | $327,888 | $50,114,474 | 2007 | 0 | 0 | Yes (1) | Yes (1) | |
| D | $7,265,000 | $50,646,531 | $518,634 | $50,127,897 | 2011 | 0 | 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 | 0.00000 | 0.00080 | 0.00080 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00020 | 0.00020 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00480 | 0.00480 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
| BOA MERRILL LYNCH | ||||||||||||
| B | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 4.400000000000 | 0 | Yes (1) |
| BOA MERRILL LYNCH | ||||||||||||
| C | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 11.500000000000 | 0 | Yes (1) |
| (no name) | ||||||||||||
| D | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 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 (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 A | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M THOMAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | OFFICER | RelationshipWithOrgTxt |
| Loan Purpose | MORTGAGE | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $50,000 | OriginalPrincipalAmt |
| Balance Due | $48,611 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $48,611 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MFN PARTNERS MANAGEMENT LP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | 35% OWNED ENTITY OF FAMILY MEMBER OF TRUSTEE | RelationshipDescriptionTxt |
| Transaction | $787,825 | TransactionAmt |
| Transaction | INVESTMENT MANAGEMENT FEE | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NONE | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Method Of Determining Revenues | NONE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Method Of Determining Revenues | NONE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 116 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,978,491 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NONE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | OTHER | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NONE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 19 | 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 | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 AND PART III, LINE 1 | AMHERST 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 2 | STEPHEN 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 11B | THE 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 12C | ALL 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 15A | THE 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 19 | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLLEGIATE CATALYST FUND LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1154 ROUTE 30 | AddressLine1Txt |
| City | TOWNSHEND | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05353 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043793835 | EIN |
| Primary Activities | CAPTIVE INSURANCE | PrimaryActivitiesTxt |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Total Income | $638,616 | TotalIncomeAmt |
| End Of Year Assets | $2,042,292 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMHERST | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMHERST COLLEGE FOUNDATION TRUST | |||||||||||
| JPM SVCS INC PO BOX 6089 | NEWARK | DE | 19714 | 516522862 | SUPPORT | NY | 501(C)(3) | PF | AMHERST | Yes (1) | |
| AC HARRY ELWIN HARKNESS CLASS OF 1898 | |||||||||||
| PNC BANK NA 620 LIBERTY AVE | PITTSBURGH | PA | 15222 | 222891327 | SUPPORT | PA | 501(C)(3) | PF | AMHERST | Yes (1) | |
| ASSOCIATED KYOTO PROGRAM INC | |||||||||||
| POMONA COLLEGE MASON HALL 236 550 N | CLAREMONT | CA | 91711 | 042996114 | SUPPORT | MA | 501(C)(3) | 12 III-FI | 0 | N/A | |
| WOODSIDE CHILDREN'S CENTER | |||||||||||
| 155 WOODSIDE AVENUE | AMHERST | MA | 01002 | 042888548 | CHILD CARE | MA | 501(C)(3) | 12 III-O | AMHERST | Yes (1) | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMHERST INN COMPANY - DE | |||||||||||||
| AMHERST COLLEGE 155 SOUTH PLEASANT | AMHERST | MA | 01002 | 272334296 | HOSPITALITY | DE | TRUSTEES OF AMHERST COLLEGE | C | $6,980,259 | $3,861,599 | 1.00000 | Yes (1) | |
| CHARITABLE UNITRUSTS - CA (4) | |||||||||||||
| PO BOX 5000 | AMHERST | MA | 01002 | CHARITABLE TRUST | CA | T | Yes (1) | N/A | |||||
| CHARITABLE UNITRUSTS - CT (3) | |||||||||||||
| PO BOX 5000 | AMHERST | MA | 01002 | CHARITABLE TRUST | CT | T | Yes (1) | N/A | |||||
| CHARITABLE UNITRUSTS - FL (4) | |||||||||||||
| PO BOX 5000 | AMHERST | MA | 01002 | CHARITABLE TRUST | FL | T | Yes (1) | N/A | |||||
| CHARITABLE UNITRUSTS - GA (1) | |||||||||||||
| PO BOX 5000 | AMHERST | MA | 01002 | CHARITABLE TRUST | GA | T | Yes (1) | N/A | |||||
| CHARITABLE UNITRUSTS - MA (107) | |||||||||||||
| PO BOX 5000 | AMHERST | MA | 01002 | CHARITABLE TRUST | MA | T | Yes (1) | N/A | |||||
| CHARITABLE UNITRUSTS - MI (1) | |||||||||||||
| PO BOX 5000 | AMHERST | MA | 01002 | CHARITABLE TRUST | MI | T | Yes (1) | N/A | |||||
| CHARITABLE UNITRUSTS - NC (1) | |||||||||||||
| PO BOX 5000 | AMHERST | MA | 01002 | CHARITABLE TRUST | NC | T | Yes (1) | N/A | |||||
| CHARITABLE UNITRUSTS - NJ (2) | |||||||||||||
| PO BOX 5000 | AMHERST | MA | 01002 | CHARITABLE TRUST | NJ | T | Yes (1) | N/A | |||||
| CHARITABLE UNITRUSTS - NY (1) | |||||||||||||
| PO BOX 5000 | AMHERST | MA | 01002 | CHARITABLE TRUST | NY | T | Yes (1) | N/A | |||||
| CHARITABLE UNITRUSTS - OH (2) | |||||||||||||
| PO BOX 5000 | AMHERST | MA | 01002 | CHARITABLE TRUST | OH | T | Yes (1) | N/A | |||||
| CHARITABLE UNITRUSTS - PA (2) | |||||||||||||
| PO BOX 5000 | AMHERST | MA | 01002 | CHARITABLE TRUST | PA | T | Yes (1) | N/A | |||||
| CHARITABLE UNITRUSTS - TX (1) | |||||||||||||
| PO BOX 5000 | AMHERST | MA | 01002 | CHARITABLE TRUST | TX | T | Yes (1) | N/A | |||||
| CHARITABLE UNITRUSTS - WA (1) | |||||||||||||
| PO BOX 5000 | AMHERST | MA | 01002 | CHARITABLE TRUST | WA | T | Yes (1) | N/A | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | 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 (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AMHERST COLLEGE FOUNDATION TRUST | ||
| A | $827,500 | CASH |
| AC HARRY ELWIN HARKNESS CLASS OF 1898 | ||
| A | $72,224 | CASH |
| AMHERST INN COMPANY - DE | ||
| A | $141,850 | CASH |
| CHARITABLE UNITRUST (MA) | ||
| S | $2,174,128 | CASH |