TRUSTEES OF THE SMITH COLLEGE: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: TRUSTEES OF THE SMITH COLLEGE (EIN 04-1843040)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2025-05-14
IRS object ID: 202541349349305654
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 D
Schedule E
Schedule F
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-14T11:06:56-05:00	ReturnTs
Tax Period End	2024-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PWC US TAX LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	101 SEAPORT BLVD SUITE 500	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02210	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	041843040	EIN

Business Name BusinessName

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

Field	Value	IRS element (for citing)
In Care Of	% JILLIAN MCGRATH	InCareOfNm
Business Name Control	TRUS	BusinessNameControlTxt
Phone	4135852200	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	COLLEGE HALL 204 10 ELM STREET	AddressLine1Txt
City	NORTHAMPTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01063	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DAVID DESWERT	PersonNm
Person Title	EVP F&A & TREASURER	PersonTitleTxt
Phone	4135852200	PhoneNum
Signature	2025-05-14	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

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

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PAUL TANIS	PreparerPersonNm
PTIN	P01441612	PTIN
Phone	6175305000	PhoneNum
Preparation	2025-05-12	PreparationDt

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	SARAH WILLIE-LEBRETON	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	COLLEGE HALL 204 10 ELM ST	AddressLine1Txt
City	NORTHAMPTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01063	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$914,737,581	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SMITH.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1871	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	SEE SCHEDULE O	ActivityOrMissionDesc
Voting Members Governing Body	30	VotingMembersGoverningBodyCnt
Voting Members Independent	29	VotingMembersIndependentCnt
Total Employee	4481	TotalEmployeeCnt
Total Volunteers	6000	TotalVolunteersCnt
Total Gross UBI	$11,262,744	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$3,413,813	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$67,936,846	PYContributionsGrantsAmt
CY Contributions Grants	$54,297,406	CYContributionsGrantsAmt
PY Program Service Revenue	$216,879,596	PYProgramServiceRevenueAmt
CY Program Service Revenue	$227,422,537	CYProgramServiceRevenueAmt
PY Investment Income	$293,848,173	PYInvestmentIncomeAmt
CY Investment Income	$98,652,507	CYInvestmentIncomeAmt
PY Other Revenue	$8,823,207	PYOtherRevenueAmt
CY Other Revenue	$9,722,510	CYOtherRevenueAmt
PY Total Revenue	$587,487,822	PYTotalRevenueAmt
CY Total Revenue	$390,094,960	CYTotalRevenueAmt
PY Grants And Similar Paid	$102,401,956	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$111,534,615	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$160,574,108	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$169,904,718	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$6,479,836	CYTotalFundraisingExpenseAmt
PY Other Expenses	$122,673,419	PYOtherExpensesAmt
CY Other Expenses	$130,115,028	CYOtherExpensesAmt
PY Total Expenses	$385,649,483	PYTotalExpensesAmt
CY Total Expenses	$411,554,361	CYTotalExpensesAmt
PY Revenues Less Expenses	$201,838,339	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$21,459,401	CYRevenuesLessExpensesAmt
Total Assets BOY	$3,615,699,490	TotalAssetsBOYAmt
Total Assets EOY	$3,725,228,026	TotalAssetsEOYAmt
Total Liabilities BOY	$632,443,587	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$641,338,365	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,983,255,903	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$3,083,889,661	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SMITH COLLEGE EDUCATES WOMEN OF PROMISE FOR LIVES OF DISTINCTION AND PURPOSE. A COLLEGE OF AND FOR THE WORLD, SMITH COLLEGE LINKS THE POWER OF THE LIBERAL ARTS TO EXCELLENCE IN RESEARCH AND SCHOLARSHIP, DEVELOPING LEADERS FOR SOCIETY'S CHALLENGES. SEE SCHEDULE O.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$294,927,276	ExpenseAmt
Grant	$103,581,990	GrantAmt
Revenue	$207,999,407	RevenueAmt
Desc	UNDERGRADUATE EDUCATIONAL PROGRAMS PLEASE SEE SCHEDULE O FOR DETAIL	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$13,821,954	ExpenseAmt
Grant	$4,268,917	GrantAmt
Revenue	$9,748,024	RevenueAmt
Desc	THE SCHOOL FOR SOCIAL WORK PLEASE SEE SCHEDULE O FOR DETAIL	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$4,717,993	ExpenseAmt
Grant	$3,099,756	GrantAmt
Revenue	$3,327,396	RevenueAmt
Desc	GRADUATE EDUCATIONAL PROGRAM PLEASE SEE SCHEDULE O FOR DETAIL	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$20,986,527	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$275,953	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$14,905,501	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$334,453,750	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	Yes (true)	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (true)	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	1235	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	4481	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	FR	ForeignCountryCd
Foreign Country	GM	ForeignCountryCd
Foreign Country	IT	ForeignCountryCd
Foreign Country	SZ	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (true)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	Yes (true)	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	30	GoverningBodyVotingMembersCnt
Independent Voting Member	29	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	JILLIAN MCGRATH	PersonNm
Phone	4135852200	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	COLLEGE HALL 204 10 ELM STREET	AddressLine1Txt
City	NORTHAMPTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01063	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Key EmployeeKeyEmployeeInd	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
KATHLEEN MCCARTNEY
PRESIDENT	40.0	0.0	Yes (X)	$1,861,336	$0	$130,415
LISA MARIE HOWIE
CHIEF INVESTMENT OFFICER	40.0	0.0		$1,481,595	$0	$47,045	Yes (X)
CAROLINE THOMAS
DIRECTOR OF INVESTMENTS	40.0	0.0		$588,484	$0	$56,943		Yes (X)
COREY WALKER
DIRECTOR OF INVESTMENTS	40.0	0.0		$552,203	$0	$35,231		Yes (X)
BETH B RAFFELD
VP FOR DEVELOPMENT	40.0	0.0		$496,186	$0	$42,044			Yes (X)
DAVID C DESWERT
EVP FINANCE AND ADMINISTRATION	40.0	0.0		$413,580	$0	$50,479	Yes (X)
BRIAN J DWYER
DIRECTOR OPERATIONS INVESTMENT	40.0	0.0		$306,807	$0	$62,236		Yes (X)
MICHAEL T THURSTON
PROVOST & DEAN OF THE FACULTY	40.0	0.0		$311,308	$0	$54,959	Yes (X)
SARAH WILLIE-LEBRETON
PRESIDENT	40.0	0.0		$308,719	$0	$44,908	Yes (X)			Yes (X)
JULIA YAGER
VP OF COLLEGE RELATIONS & COMM	40.0	0.0		$296,024	$0	$53,118		Yes (X)
SAMANTHA S EARP
VP FOR IT	40.0	0.0		$289,400	$0	$59,472			Yes (X)
JAMES GRAY
AVP FACILITIES & OPERATIONS	40.0	0.0		$299,791	$0	$46,172			Yes (X)
MARIANNE RM YOSHIOKA
DEAN OF SSW	40.0	0.0		$292,743	$0	$44,689		Yes (X)
JOANNA MAY
VP ENROLLMENT	40.0	0.0		$282,284	$0	$44,097			Yes (X)
ALEXANDRA L M KELLER
INTERIM DEAN/VP CAMPUS LIFE	40.0	0.0		$232,655	$0	$50,652			Yes (X)
JILLIAN MCGRATH
CONTROLLER	40.0	0.0		$201,597	$0	$24,619	Yes (X)
ELENA J PALLADINO
SECRETARY	40.0	0.0		$138,895	$0	$38,998	Yes (X)
ANU AIYENGAR
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
DEBORAH ARCHER
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
ANDREA AUERBACH
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
JOHAN AURIK
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
LISA BLACK
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
JANELLE BRADSHAW
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
MOLLY BURKE
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
MATTIE PETERSON COMPTON
TRUSTEE, VICE CHAIR	5.0	0.0		$0	$0	$0				Yes (X)
DENISE WHALEN CONWAY
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
PAMELA CRAIG
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
DEBORAH DECOTIS
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
LILE GIBBONS
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
ALICIA HAMMARSKJOLD
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
TERRY HARTLE
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
PEGGIE KOON
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
PEGGY LIU
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
CYNTHIA MEYN
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
SUSAN MAY MOLINEAUX
TRUSTEE, VICE CHAIR	5.0	0.0		$0	$0	$0				Yes (X)
BEVERLY MORGAN-WELCH
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
MOHSEN MOSTAFAVI
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
KATE O'BRIAN
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
ALISON OVERSETH
TRUSTEE, CHAIR	5.0	0.0		$0	$0	$0				Yes (X)
DAVID OXTOBY
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
LYNN REICHENBACH
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
CLAUDIA SAN PEDRO
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
KIMBERLY SCOTT
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
ANN SILVERMAN
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
EMILY VAN AGTMAEL
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
LING YANG
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$8,353,607	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$886,077	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	308	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
BOND BUILDING CONSTRUCTION INC
10 CABOT ROAD STE 300	MEDFORD	MA	02155	CONSTRUCTION MGMT	$26,232,144
KEITER CORPORATION
1 INTERSTATE DRIVE	WEST SPRINGFIELD	MA	01089	CONSTRUCTION MGMT	$24,118,808
ALLEGRONE CONSTRUCTION CO INC
150 PITTSFIELD ROAD	LENOX	MA	01240	CONSTRUCTION MGMT	$5,692,793
SALAS O'BRIEN NORTH LLC
2720 ARBOR COURT STE A	EAU CLAIRE	WI	54701	CONSULTING	$3,617,052
COLLINS ELECTRIC
53 SECOND AVENUE	CHICOPEE	MA	01020	ELECTRICAL DESIGN	$1,917,349

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	95	CntrctRcvdGreaterThan100KCnt
Government Grants	$5,510,691	GovernmentGrantsAmt
All Other Contributions	$48,786,715	AllOtherContributionsAmt
Noncash Contributions	$7,446,122	NoncashContributionsAmt
Total Contributions	$54,297,406	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
UNDERGRADUATE PROGRAMS	611600	$207,999,407	$207,999,407
SCHOOL FOR SOCIAL WORK	611600	$9,748,024	$9,748,024
CAMPUS SCHOOL & CENTER FOR EARLY CHILDHOOD	611600	$3,885,047	$3,885,047
GRADUATE PROGRAMS	611600	$3,327,396	$3,327,396
EXECUTIVE EDUCATION & SUMMER PROGRAMS	611310	$2,462,663	$2,153,533	$309,130

Field	Value	IRS element (for citing)
Total Program Service Revenue	$227,422,537	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$31,280,613	TotalRevenueColumnAmt
Unrelated Business Revenue	$9,442,536	UnrelatedBusinessRevenueAmt
Exclusion	$21,838,077	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$61,918	TotalRevenueColumnAmt
Exclusion	$61,918	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$2,880,004	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$1,777,203	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$1,102,801	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,102,801	TotalRevenueColumnAmt
Exclusion	$1,102,801	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$589,720,201	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$522,348,307	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$67,371,894	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$67,371,894	TotalRevenueColumnAmt
Exclusion	$67,371,894	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$537,027	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$517,111	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$19,916	TotalRevenueColumnAmt
Related Or Exempt Func Income	$8,707	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$11,209	UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
GENERAL SERVICES	611600	$2,841,729	$1,341,860	$1,499,869
REBATES AND REIMBURSEMENTS	721000	$2,117,411	$2,117,411
DEPARTMENTAL	611600	$365,780	$365,780

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,212,955	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,212,955	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$8,537,875	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$390,094,960	TotalRevenueColumnAmt
Related Or Exempt Func Income	$234,160,120	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$11,262,744	UnrelatedBusinessRevenueAmt
Exclusion	$90,374,690	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$395,679	TotalAmt
Program Services	$395,679	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$104,688,523	TotalAmt
Program Services	$104,688,523	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$6,450,413	TotalAmt
Program Services	$6,450,413	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$6,492,566	TotalAmt
Management And General	$5,954,336	ManagementAndGeneralAmt
Fundraising	$538,230	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$2,053,985	TotalAmt
Program Services	$192,945	ProgramServicesAmt
Management And General	$1,861,040	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$122,988,674	TotalAmt
Program Services	$98,390,940	ProgramServicesAmt
Management And General	$20,908,074	ManagementAndGeneralAmt
Fundraising	$3,689,660	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$11,158,254	TotalAmt
Program Services	$8,926,603	ProgramServicesAmt
Management And General	$1,896,903	ManagementAndGeneralAmt
Fundraising	$334,748	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$18,112,274	TotalAmt
Program Services	$14,489,820	ProgramServicesAmt
Management And General	$3,079,086	ManagementAndGeneralAmt
Fundraising	$543,368	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$9,098,965	TotalAmt
Program Services	$7,279,172	ProgramServicesAmt
Management And General	$1,546,824	ManagementAndGeneralAmt
Fundraising	$272,969	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,104,256	TotalAmt
Program Services	$55,213	ProgramServicesAmt
Management And General	$1,049,043	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$312,865	TotalAmt
Program Services	$15,643	ProgramServicesAmt
Management And General	$297,222	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$8,420,566	TotalAmt
Management And General	$8,420,566	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$14,632,135	TotalAmt
Program Services	$1,792,816	ProgramServicesAmt
Management And General	$12,839,319	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$174,652	TotalAmt
Program Services	$8,733	ProgramServicesAmt
Management And General	$165,919	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,477,222	TotalAmt
Program Services	$1,255,638	ProgramServicesAmt
Management And General	$177,267	ManagementAndGeneralAmt
Fundraising	$44,317	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$5,800,209	TotalAmt
Program Services	$4,930,178	ProgramServicesAmt
Management And General	$696,025	ManagementAndGeneralAmt
Fundraising	$174,006	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$14,390,184	TotalAmt
Program Services	$12,231,657	ProgramServicesAmt
Management And General	$1,726,822	ManagementAndGeneralAmt
Fundraising	$431,705	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$3,601,290	TotalAmt
Program Services	$3,061,096	ProgramServicesAmt
Management And General	$432,155	ManagementAndGeneralAmt
Fundraising	$108,039	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$2,689,632	TotalAmt
Program Services	$2,286,187	ProgramServicesAmt
Management And General	$322,756	ManagementAndGeneralAmt
Fundraising	$80,689	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$18,000,900	TotalAmt
Program Services	$17,100,855	ProgramServicesAmt
Management And General	$900,045	ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$25,178,810	TotalAmt
Program Services	$23,919,870	ProgramServicesAmt
Management And General	$1,258,940	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$3,051,819	TotalAmt
Program Services	$152,590	ProgramServicesAmt
Management And General	$2,899,229	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PROVISIONS	$10,357,694	$8,286,155	$2,071,539
HOME SCHOOL FEES	$6,839,741	$6,839,741
BOOKS,PERIODICALS,PUBLICATIONS	$5,346,229	$4,276,983	$1,069,246
DEPARTMENTAL	$4,678,659	$3,976,860	$561,439	$140,360

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,058,165	TotalAmt
Program Services	$3,449,440	ProgramServicesAmt
Management And General	$486,980	ManagementAndGeneralAmt
Fundraising	$121,745	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$411,554,361	TotalAmt
Program Services	$334,453,750	ProgramServicesAmt
Management And General	$70,620,775	ManagementAndGeneralAmt
Fundraising	$6,479,836	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,270,270	BOYAmt
EOY	$1,043,465	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$188,314,124	BOYAmt
EOY	$131,521,172	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$61,020,376	BOYAmt
EOY	$47,170,995	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,499,395	BOYAmt
EOY	$2,411,222	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$5,070,979	BOYAmt
EOY	$5,574,944	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$582,169	BOYAmt
EOY	$669,246	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$9,747,206	BOYAmt
EOY	$11,819,516	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,199,796,641	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$468,126,822	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$663,438,191	BOYAmt
EOY	$731,669,819	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$346,607,736	BOYAmt
EOY	$94,356,197	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$2,331,374,845	BOYAmt
EOY	$2,696,786,885	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$1,634,353	BOYAmt
EOY	$1,069,516	EOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$4,139,846	BOYAmt
EOY	$1,135,049	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,615,699,490	BOYAmt
EOY	$3,725,228,026	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$38,860,377	BOYAmt
EOY	$45,174,670	EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$6,685,049	BOYAmt
EOY	$6,472,842	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$72,960,000	BOYAmt
EOY	$72,960,000	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$12,435,101	BOYAmt
EOY	$12,718,685	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$1,449,225	BOYAmt
EOY	$1,383,888	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$440,698,406	BOYAmt
EOY	$440,763,338	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$59,355,429	BOYAmt
EOY	$61,864,942	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$632,443,587	BOYAmt
EOY	$641,338,365	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	$881,747,556	BOYAmt
EOY	$944,054,993	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,101,508,347	BOYAmt
EOY	$2,139,834,668	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,983,255,903	BOYAmt
EOY	$3,083,889,661	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,615,699,490	BOYAmt
EOY	$3,725,228,026	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$21,459,401	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$122,949,855	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$856,696	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	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 (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	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	$69,860,771	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$101,443,020	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$60,738,510	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$67,936,846	CurrentTaxYearMinus1YearAmt
Current Tax Year	$55,828,574	CurrentTaxYearAmt
Total	$355,807,721	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$69,860,771	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$101,443,020	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$60,738,510	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$67,936,846	CurrentTaxYearMinus1YearAmt
Current Tax Year	$55,828,574	CurrentTaxYearAmt
Total	$355,807,721	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$41,001,204	SubstantialContributorsTotAmt
Public Support Total170	$314,806,517	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$19,302,003	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$12,997,358	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$22,443,097	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$38,168,976	CurrentTaxYearMinus1YearAmt
Current Tax Year	$34,222,535	CurrentTaxYearAmt
Total	$127,133,969	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$680,949	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$436,515	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$607,623	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$563,962	CurrentTaxYearMinus1YearAmt
Current Tax Year	$537,027	CurrentTaxYearAmt
Total	$2,826,076	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$485,767,766	TotalSupportAmt
Gross Receipts Rltd Activities	$1,073,495,925	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.64806	PublicSupportCY170Pct
Public Support PY170	0.67221	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 D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$2,976,640	RevenuesIncludedAmt
Assets Included	$77,195,699	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Held Works Art		HeldWorksArtGrp
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

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

Field	Value	IRS element (for citing)
Collection Used Other Purposes	Yes (X)	CollectionUsedOtherPurposesInd
Other Purposes	TEACHING PRIMARY RESEARCH METHODS	OtherPurposesDesc

Field	Value	IRS element (for citing)
Solicited Assets Sale	false	SolicitedAssetsSaleInd
Agent Trustee Etc	false	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (true)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,470,414,645	BeginningYearBalanceAmt
Contributions	$32,540,507	ContributionsAmt
Investment Earnings Or Losses	$193,493,769	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$49,872,188	GrantsOrScholarshipsAmt
Other Expenditures	$79,392,847	OtherExpendituresAmt
Administrative Expenses	$3,062,642	AdministrativeExpensesAmt
End Year Balance	$2,564,121,244	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,467,995,704	BeginningYearBalanceAmt
Contributions	$39,500,778	ContributionsAmt
Investment Earnings Or Losses	$86,983,753	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$46,141,073	GrantsOrScholarshipsAmt
Other Expenditures	$75,578,211	OtherExpendituresAmt
Administrative Expenses	$2,346,306	AdministrativeExpensesAmt
End Year Balance	$2,470,414,645	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,559,082,629	BeginningYearBalanceAmt
Contributions	$41,695,530	ContributionsAmt
Investment Earnings Or Losses	-$13,195,108	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$42,848,801	GrantsOrScholarshipsAmt
Other Expenditures	$72,529,960	OtherExpendituresAmt
Administrative Expenses	$4,208,586	AdministrativeExpensesAmt
End Year Balance	$2,467,995,704	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,907,178,022	BeginningYearBalanceAmt
Contributions	$33,524,285	ContributionsAmt
Investment Earnings Or Losses	$712,279,624	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$34,886,163	GrantsOrScholarshipsAmt
Other Expenditures	$58,374,432	OtherExpendituresAmt
Administrative Expenses	$638,707	AdministrativeExpensesAmt
End Year Balance	$2,559,082,629	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,913,252,543	BeginningYearBalanceAmt
Contributions	$49,022,794	ContributionsAmt
Investment Earnings Or Losses	$35,832,489	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$34,080,356	GrantsOrScholarshipsAmt
Other Expenditures	$55,521,927	OtherExpendituresAmt
Administrative Expenses	$1,327,521	AdministrativeExpensesAmt
End Year Balance	$1,907,178,022	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.20200	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.25560	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.54240	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (true)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$4,568,679	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$4,721,368	OtherCostOrOtherBasisAmt
Book Value	$9,290,047	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$25,492,517	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$868,980,137	OtherCostOrOtherBasisAmt
Depreciation	$355,690,646	DepreciationAmt
Book Value	$538,782,008	BookValueAmt

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovementsGrp

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$175,873,769	OtherCostOrOtherBasisAmt
Depreciation	$99,444,221	DepreciationAmt
Book Value	$76,429,548	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$120,160,171	OtherCostOrOtherBasisAmt
Depreciation	$12,991,955	DepreciationAmt
Book Value	$107,168,216	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$731,669,819	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
LIMITED PARTNERSHIPS	$2,671,714,183	F
FUNDS HELD BY OUTSIDE TRUSTEE	$25,072,702	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$2,696,786,885	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
FIN 47 OBLIGATION	$24,597,734
LIFE INCOME OBLIGATIONS	$21,462,347
LEASE LIABILITIES	$9,795,948
POST RETIREMENT AND SEPARATION	$6,008,913

Field	Value	IRS element (for citing)
Total Liability	$61,864,942	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PART III, LINE 4	FROM ITS BEGINNING IN THE 1870'S, THE SMITH COLLEGE MUSEUM OF ART (SCMA) HAS BEEN GUIDED BY THE UNDERSTANDING THAT ORIGINAL WORKS OF ART CAN BE A POWERFUL COMPONENT OF THE LIBERAL ARTS EDUCATION, EMBODYING AESTHETIC REWARDS AND A WEALTH OF INFORMATION ABOUT HISTORY AND HUMAN CULTURE. THE COMMITMENT TO FORMING AN ART COLLECTION THAT WOULD BE A VITAL PART OF EDUCATIONAL EXPERIENCES WAS ARTICULATED AS ONE OF THE FOUNDING GOALS OF SMITH COLLEGE. THE MUSEUM THAT HAS GROWN FROM THAT EARLY VISION HAS EVOLVED IN CONCERT WITH THE ACADEMIC PROGRAM IT EXISTS TO SUPPORT. TODAY SCMA IS WIDELY RECOGNIZED AS ONE OF THE LEADING ACADEMIC MUSEUMS IN THE NATION, CONTRIBUTING MEANINGFULLY TO SMITH COLLEGE'S MISSION TO EDUCATE WOMEN OF PROMISE FOR LIVES OF DISTINCTION AND PURPOSE. THE MUSEUM'S PERMANENT COLLECTION INCLUDES WORKS CREATED FROM ANTIQUITY TO THE PRESENT DAY BY ARTISTS FROM AROUND THE WORLD. IT INCLUDES PAINTINGS, SCULPTURE, WORKS ON PAPER (PRINTS, DRAWINGS, PHOTOGRAPHY, AND BOOKS), DECORATIVE ARTS, VIDEO, AND MULTIMEDIA INSTALLATIONS. THE SMITH COLLEGE LIBRARIES ADVANCE TEACHING, LEARNING, RESEARCH, AND DISCOVERY FOR SMITH STUDENTS, FACULTY AND STAFF BY OFFERING COLLECTIONS IN MULTIPLE FORMATS, PROVIDING ACCESS TO INFORMATION WORLDWIDE, AND ESTABLISHING SERVICES AND LEARNING ENVIRONMENTS RESPONSIVE TO USERS' NEEDS. THE LIBRARIES FURTHER SUPPORT WOMEN'S EDUCATION THROUGH AN INTERNATIONALLY RECOGNIZED REPOSITORY OR ARCHIVES AND MANUSCRIPTS DOCUMENTING THE HISTORY OF WOMEN. THE LIBRARIES HOLD MORE THAN 1.4 MILLION ITEMS INCLUDING BOOKS, PERIODICALS, MICROFORMS, MAPS, SCORES, RECORDINGS, MANUSCRIPTS, GRAPHIC ARTS, MEMORABILIA AND CUNEIFORM TABLETS.
SCHEDULE D, PART IV, LINE 2B	THE COLLEGE IS THE FISCAL AGENT FOR THE ALUMNAE ASSOCIATION OF SMITH COLLEGE; SMITH STUDENTS' AID SOCIETY INC.; SMITH COLLEGE CLUB OF NEW YORK CITY; AND THE PERKINS LOAN PROGRAM.
SCHEDULE D, PART V, LINE 4	THE SMITH COLLEGE ENDOWMENT PROVIDES CRITICAL FUNDING THAT SUPPORTS FINANCIAL AID, SHAPES THE COMPOSITION OF THE FACULTY, MAINTAINS AND EXPAND FACILITIES, AND UNDERWRITES NEW INITIATIVES AND PROGRAMS. THE ENDOWMENT HAS GROWN TO PROVIDE APPROXIMATELY 44% OF OPERATING REVENUE. SMITH'S STRONG AND PRUDENT FINANCIAL MANAGEMENT ENSURES THE PURCHASING POWER OF THE ENDOWMENT FOR GENERATIONS TO COME. TOP FOUR USES OF THE ENDOWMENT FOR FY2024 WERE AS FOLLOWS: FINANCIAL AID 39%, FACULTY COMPENSATION AND RESEARCH 21%, GENERAL OPERATIONS 20%, ACADEMIC AND OTHER DEPARTMENTAL SUPPORT 20%.
SCHEDULE D, PART X, LINE 2	THE COLLEGE IS AN ORGANIZATION DESCRIBED UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(A) OF THE CODE AND APPLICABLE STATE LAWS. THE COLLEGE BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS.

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE E, PART I, LINE 3

NON-DISCRIMINATION POLICY DUE TO ITS NATIONAL & INTERNATIONAL AUDIENCES FOR STUDENTS AND EMPLOYEES, SMITH COLLEGE INCLUDES ITS NOTICE OF NONDISCRIMINATION IN ALL PRINTED MARKETING MATERIALS ONLINE. SMITH COLLEGE IS COMMITTED TO MAINTAINING A DIVERSE COMMUNITY IN AN ATMOSPHERE OF MUTUAL RESPECT AND APPRECIATION OF DIFFERENCES. SMITH COLLEGE DOES NOT DISCRIMINATE IN ITS EDUCATIONAL AND EMPLOYMENT POLICIES ON THE BASES OF RACE, COLOR, CREED, RELIGION, NATIONAL/ETHNIC ORIGIN, SEX, SEXUAL ORIENTATION, GENDER IDENTITY AND EXPRESSION, GENETIC INFORMATION, AGE, DISABILITY, OR SERVICE IN THE MILITARY OR OTHER ARMED SERVICES. SMITH'S ADMISSION POLICIES AND PRACTICES ARE GUIDED BY THE SAME PRINCIPLE, CONCERNING APPLICANTS TO THE UNDERGRADUATE PROGRAM WHO IDENTIFY AS WOMEN, AND ALL APPLICANTS TO THE GRADUATE PROGRAMS. SMITH COLLEGE MEETS THE REQUIREMENTS OF SECTIONS 4.01 THROUGH 4.05 OF REV. PROC 75-50, COVERING RACIAL NONDISCRIMINATION, BECAUSE IT DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS FROM AROUND THE U.S. AND WORLD, ENROLLS STUDENTS OF RACIAL MINORITY GROUPS IN MEANINGFUL NUMBERS, AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS.

SCHEDULE E, PART I, LINE 6A

SMITH COLLEGE RECEIVED FINANCIAL AID OR ASSISTANCE FROM GOVERNMENTAL AGENCIES FOR THE BENEFIT OF ITS STUDENTS.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)	4	8	Program Services	COLLEGE STUDY PROGRAM	$2,825,452
Europe (Including Iceland and Greenland)	0	0	Grantmaking	SCHOLARSHIP/PRIZES	$5,178,835
East Asia and the Pacific	0	0	Grantmaking	SCHOLARSHIP/PRIZES	$632,052
South America	0	0	Grantmaking	SCHOLARSHIP/PRIZES	$262,098
North America	0	0	Grantmaking	SCHOLARSHIP/PRIZES	$218,271
Middle East and North Africa	0	0	Grantmaking	SCHOLARSHIP/PRIZES	$55,888
Sub-Saharan Africa	0	0	Grantmaking	SCHOLARSHIP/PRIZES	$52,034
Central America and the Caribbean	0	0	Grantmaking	SCHOLARSHIP/PRIZES	$51,235
Central America and the Caribbean	0	0	Investments	INVESTMENTS	$616,685,717
Europe (Including Iceland and Greenland)	0	0	Investments	INVESTMENTS	$100,050,118

Field	Value	IRS element (for citing)
Subtotal Offices	4	SubtotalOfficesCnt
Subtotal Employees	8	SubtotalEmployeesCnt
Total Office	4	TotalOfficeCnt
Total Employee	8	TotalEmployeeCnt
Subtotal Spent	$726,011,700	SubtotalSpentAmt
Total Spent	$726,011,700	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt	Valuation Method UsedValuationMethodUsedDesc
FINANCIAL AID	Europe (Including Iceland and Greenland)	409	$5,178,835	CASH	N/A	FMV
FINANCIAL AID	East Asia and the Pacific	54	$632,052	CASH	N/A	FMV
FINANCIAL AID	South America	28	$262,098	CASH	N/A	FMV
FINANCIAL AID	North America	18	$218,271	CASH	N/A	FMV
FINANCIAL AID	Middle East and North Africa	5	$55,888	CASH	N/A	FMV
FINANCIAL AID	Sub-Saharan Africa	7	$52,034	CASH	N/A	FMV
FINANCIAL AID	Central America and the Caribbean	4	$51,235	CASH	FMV	N/A

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

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE F, PART I, LINE 2	SMITH COLLEGE AWARDS SCHOLARSHIP AND GRANTS TO STUDENTS WHO DEMONSTRATE FINANCIAL NEED. EACH FAMILY SUBMITS A CONFIDENTIAL QUESTIONNARE THAT IS ASSESSED WITH THE GUIDELINES ISSUED BY THE COLLEGE SCHOLARSHIP SERVICE TO DEFINE NEED. SMITH MEETS THE FULL DEMONSTRATED FINANCIAL NEED OF ITS STUDENTS. THE COLLEGE ALSO AWARDS SEVERAL MERIT-BASED GRANTS. WORK STUDY OPPORTUNITIES AND PAID INTERNSHIPS BASED ON RIGOUROUS ACADEMIC CRITERIA ARE OFFERED. EMERGENCY AND OTHER STUDENT FINANCIAL ASSISTANCE IS AVAILABLE DEPENDENT ON THE CIRCUMSTANCE WITH THE OBJECTIVE TO MEET THE STUDENT'S FULL DEMONSTRATED NEED. THE COLLEGE MONITORS ALL GRANTS TO INDIVIDUALS TO ENSURE THAT FUNDS ARE UTILIZED APPROPRIATELY. GRANTS APPLIED TO COVER TUITION AND OTHER FEES, ARE CONTINGENT ON ACADEMIC PROGRESS. INTERNSHIPS REQUIRE SATISFACTORY PARTICIPATION AND ACADEMIC CONTENT. OTHER FINANCIAL ASSISTANCE REQUIRES DEMONSTRATED NEED.
SCHEDULE F, PART I, LINE 3	THE COLLEGE ENCOURAGES STUDY ABROAD FOR ALL OF ITS UNDERGRADUATE STUDENTS. THE COLLEGE OPERATES FOUR PROGRAMS IN EUROPE. ADDITIONALLY STUDENTS MAY ATTEND OTHER PREAPPROVED PROGRAMS ABROAD. THE COLLEGE AND ITS EMPLOYEES MAY ENGAGE IN OTHER ACTIVITIES SUCH AS RESEARCH AND FUNDRAISING. FOR STUDY ABROAD, STUDENTS PAY THE COLLEGE THE COMPREHENSIVE FEE NET OF AID IN ACCORDANCE WITH STANDARD COLLEGE FINANCIAL AID POLICIES AND PROCEDURES. THE COLLEGE PAYS FOREIGN SCHOOLS TO PROVIDE TEACHING AND ACCOMMODATIONS. FOREIGN TRAVEL AND OTHER EXPENSES REQUIRE FULL REPORTING UNDER THE COLLEGE'S ACCOUNTABLE PLAN FOR REIMBURSEMENT OF BUSINESS EXPENSES. THE COLLEGE'S INVESTMENT STRATEGY ENCOMPASSES A GLOBAL APPROACH TO INVESTMENT ACTIVITIES. THE ACTUAL LOCATION OF THESE INVESTMENTS MAY VARY SIGNIFICANTLY FROM THE LEGAL DOMICILE OF THE INVESTMENT VEHICLE (FUND-OF-FUNDS).
SCHEDULE F, PART III	EXPENDITURES PER REGION ARE REPORTED ON AN ACCRUAL BASIS, WHICH IS THE METHOD USED TO ACCOUNT FOR THEM IN THE ORGANIZATION'S BOOKS AND RECORDS.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
CITY OF NORTHAMPTON
City Hall	210 Main Street	Northampton	MA	01060	046001406	GOV'T	$239,666	General Support
COOLEY DICKINSON HOSPITAL
30 Locust Street		Northampton	MA	01061	222617175	501(C)(3)	$83,333	General Support
HISTORIC NORTHAMPTON
46 Bridge Street		Northampton	MA	01063	046079243	501(C)(3)	$45,000	General Support
FRIENDS OF HAMPSHIRE COUNTY HOMELESS INDIVIDUALS I
PO Box 60398		Florence	MA	01062	043515024	501(C)(3)	$5,077	General Support

Field	Value	IRS element (for citing)
Total501c3 Org	4	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Valuation Method UsedValuationMethodUsedDesc
APPLIED TO TUITION/FEES DUE TO COLLEGE	1957	$99,959,576	FMV
ACADEMIC INTERSHIPS	1248	$2,997,295	FMV
PRIZES	408	$435,196	FMV
OTHER FINANCIAL ASSISTANCE	1775	$1,296,456	FMV

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	SMITH COLLEGE AWARDS SCHOLARSHIP GRANTS AND LOANS TO STUDENTS WHO ARE ABLE TO DEMONSTRATE FINANCIAL NEED. EACH STUDENT IS REQUIRED TO SUBMIT A PARENT'S CONFIDENTIAL QUESTIONNAIRE WHICH BECOMES THE BASIS OF DETERMINING NEED. GUIDELINES ISSUED BY THE COLLEGE SCHOLARSHIP SERVICE ARE USED IN ASCERTAINING THE FINANCIAL REQUIREMENT OF THE STUDENTS. THE FINANCIAL NEED IS GENERALLY MET THROUGH A COMBINATION OF LOANS AND GRANTS. BOTH ARE CREDITED TO THE STUDENT'S SEMESTER BILL THUS REDUCING THE PAYMENT DUE TO THE COLLEGE. THE COLLEGE ALSO AWARDS A RELATIVELY SMALL NUMBER OF MERIT-BASED GRANTS. THE COLLEGE FUNDS INTERNSHIPS THAT MEET RIGOROUS ACADEMIC CRITERIA. OTHER FINANCIAL ASSISTANCE IS PROVIDED TO MEET EMERGENCY TYPE AID ON A CASE-BY-CASE BASIS. THE COLLEGE MONITORS ALL GRANTS TO INDIVIDUALS TO ENSURE THAT FUNDS ARE UTILIZED APPROPRIATELY. FOR GRANTS APPLIED TO COVER TUITION AND OTHER FEES, ACADEMIC PROGRESS IS REQUIRED TO ENSURE CONTINUED FUNDING. INTERNSHIPS REQUIRE PROOF OF PARTICIPATION AND SATISFACTORY ACADEMIC CONTENT. OTHER FINANCIAL ASSISTANCE REQUIRES DEMONSTRATED NEED. GRANTS TO ORGANIZATIONS ARE MADE BOTH TO GOVERNMENTAL ENTITIES AND THOSE RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS BEING DESCRIBED IN INTERNAL REVENUE CODE SECTION 501(C).	ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 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
KATHLEEN MCCARTNEY
PRESIDENT	$773,270	$0	$0	$0	$1,088,066	$0	$120,617	$0	$9,798	$0	$1,991,751	$0	$1,058,359	$0
LISA MARIE HOWIE
CHIEF INVESTMENT OFFICER	$663,789	$0	$765,000	$0	$52,806	$0	$37,140	$0	$9,905	$0	$1,528,640	$0	$0	$0
CAROLINE THOMAS
DIRECTOR OF INVESTMENTS	$301,817	$0	$275,000	$0	$11,667	$0	$40,617	$0	$16,326	$0	$645,427	$0	$0	$0
COREY WALKER
DIRECTOR OF INVESTMENTS	$265,365	$0	$245,616	$0	$41,222	$0	$11,855	$0	$23,376	$0	$587,434	$0	$0	$0
BETH B RAFFELD
VP FOR DEVELOPMENT	$487,069	$0	$5,000	$0	$4,117	$0	$40,616	$0	$1,428	$0	$538,230	$0	$0	$0
DAVID C DESWERT
EVP FINANCE AND ADMINISTRATION	$361,323	$0	$5,000	$0	$47,257	$0	$40,617	$0	$9,862	$0	$464,059	$0	$0	$0
BRIAN J DWYER
DIRECTOR OPERATIONS INVESTMENT	$224,589	$0	$80,000	$0	$2,218	$0	$39,745	$0	$22,491	$0	$369,043	$0	$0	$0
MICHAEL T THURSTON
PROVOST & DEAN OF THE FACULTY	$166,904	$0	$5,000	$0	$139,404	$0	$39,088	$0	$15,871	$0	$366,267	$0	$0	$0
SARAH WILLIE-LEBRETON
PRESIDENT	$276,924	$0	$0	$0	$31,795	$0	$33,557	$0	$11,351	$0	$353,627	$0	$0	$0
JULIA YAGER
VP OF COLLEGE RELATIONS & COMM	$266,877	$0	$0	$0	$29,147	$0	$36,804	$0	$16,314	$0	$349,142	$0	$0	$0
SAMANTHA S EARP
VP FOR IT	$258,960	$0	$0	$0	$30,440	$0	$36,116	$0	$23,356	$0	$348,872	$0	$0	$0
JAMES GRAY
AVP FACILITIES & OPERATIONS	$298,077	$0	$0	$0	$1,714	$0	$36,371	$0	$9,801	$0	$345,963	$0	$0	$0
MARIANNE RM YOSHIOKA
DEAN OF SSW	$287,112	$0	$0	$0	$5,631	$0	$34,912	$0	$9,777	$0	$337,432	$0	$0	$0
JOANNA MAY
VP ENROLLMENT	$257,951	$0	$2,500	$0	$21,833	$0	$34,560	$0	$9,537	$0	$326,381	$0	$0	$0
ALEXANDRA L M KELLER
INTERIM DEAN/VP CAMPUS LIFE	$120,835	$0	$2,000	$0	$109,820	$0	$28,622	$0	$22,030	$0	$283,307	$0	$0	$0
JILLIAN MCGRATH
CONTROLLER	$184,234	$0	$2,000	$0	$15,363	$0	$24,063	$0	$556	$0	$226,216	$0	$0	$0
ELENA J PALLADINO
SECRETARY	$127,903	$0	$3,000	$0	$7,992	$0	$16,058	$0	$22,940	$0	$177,893	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1A	COMPENSATION HOUSING: THE PRESIDENT IS REQUIRED TO LIVE ON CAMPUS IN THE PRESIDENT'S HOUSE AS A CONDITION OF EMPLOYMENT AND, THEREFORE, THE HOUSING ALLOWANCE IS NOT TAXABLE. THE AMOUNT IS INCLUDED IN COLUMN D OF SCHEDULE J, PART II. ONE HIGHEST COMPENSATED EMPLOYEE RECEIVES A TAXABLE RENT SUBSIDY. THE AMOUNT IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II. PERSONAL SERVICES: A COLLEGE EMPLOYEE FROM THE FACILITIES MAINTENANCE DEPARTMENT MAINTAINS THE PRESIDENT'S HOUSE SIMILARLY TO OTHER CAMPUS FACILITIES. ANY HOUSEKEEPING OF THE PRESIDENT'S PERSONAL QUARTERS IS INCIDENTAL TO THE CLEANING OF THE PUBLIC AREAS OF THE RESIDENCE. THIS HOUSEKEEPING IS CONSIDERED TO BE OF NO ADDITIONAL COST TO THE INSTITUTION. THESE ARE NOT CONSIDERED BENEFITS TO THE PRESIDENT.
SCHEDULE J, PART I, LINE 4B	EFFECTIVE JULY 1, 2018 THE COLLEGE ENTERED INTO A NON-QUALIFIED SECTION 457(F) ARRANGEMENT WITH ITS FORMER PRESIDENT. UNDER THE TERMS OF THE PLAN, THE FORMER PRESIDENT RECEIVED A CREDIT TO HER ACCOUNT FOR EACH PLAN YEAR SHE HELD THE TITLE OF THE PRESIDENT OF THE COLLEGE. THIS AMOUNT VESTED AND WAS PAID OUT TO THE FORMER PRESIDENT IN 2023. THIS AMOUNT IS REPORTED IN SCHEDULE J, PART II, COLUMN B(III). EFFECTIVE JULY 1, 2023 THE COLLEGE ENTERED INTO A NON-QUALIFIED SECTION 457(F) ARRANGEMENT WITH ITS CURRENT PRESIDENT. UNDER THE TERMS OF THE PLAN, THE PRESIDENT WILL RECEIVE A CREDIT TO HER ACCOUNT FOR EACH PLAN YEAR SHE HOLDS THE TITLE OF THE PRESIDENT OF THE COLLEGE. AMOUNTS ARE SCHEDULED TO VEST AND BE PAYABLE IN THE FUTURE PROVIDED CONTRACT TERMS ARE MET.
SCHEDULE J, PART I, LINE 7	CERTAIN INDIVIDUALS LISTED IN SCHEDULE J, PART II RECEIVED A BONUS AND THE AMOUNT OF SUCH BONUSES ARE SHOWN ON SCHEDULE J, PART II, COLUMN (B)(II). SEE ALSO LINE 4B DISCLOSURE FOR THE PRESIDENT.
SCHEDULE J, PART I, LINE 8	THE PRESIDENT OF THE COLLEGE WAS PAID AMOUNTS LISTED ON PART VII THAT WERE SUBJECT TO THE INITIAL CONTRACT EXCEPTION.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	MASSACHUSETTS DEV FINANCE AGENCY (SERIES 2007A)	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	043431814	BondIssuerEIN
CUSIP	000000000	CUSIPNum
Bond Issued	2016-01-29	BondIssuedDt
Issue Price	$72,960,000	IssuePriceAmt
Purpose	REFUNDING (SERIES 2007)	PurposeDesc
Defeased	false	DefeasedInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Pool Financing	false	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Retired	$0	RetiredAmt
Bond Defeased	$0	BondDefeasedAmt
Total Proceeds	$72,960,000	TotalProceedsAmt
In Reserve Fund	$0	InReserveFundAmt
Capitalized Interest	$0	CapitalizedInterestAmt
Refunding Escrow	$0	RefundingEscrowAmt
Issuance Costs From Proceeds	$0	IssuanceCostsFromProceedsAmt
Credit Enhancement	$0	CreditEnhancementAmt
Working Capital Expenditures	$0	WorkingCapitalExpendituresAmt
Capital Expenditures	$0	CapitalExpendituresAmt
Other Spent Proceeds	$72,960,000	OtherSpentProceedsAmt
Unspent	$0	UnspentAmt
Substantial Completion	2010	SubstantialCompletionYr
Refunding Tax Exempt Bonds	Yes (true)	RefundingTaxExemptBondsInd
Refunding Taxable Bonds	false	RefundingTaxableBondsInd
Final Allocation Made	Yes (true)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (true)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	false	OwningBondFinancedPropertyInd
Any Lease Arrangements	false	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	Yes (true)	MgmtContractBondFincdPropInd
Engage Bond Counsel Contracts	Yes (true)	EngageBondCounselContractsInd
Any Research Agreements	Yes (true)	AnyResearchAgreementsInd
Engage Bond Counsel Research	Yes (true)	EngageBondCounselResearchInd
Private Bus Use By Others	0.00010	PrivateBusUseByOthersPct
Total Private Business Use	0.00010	TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test	false	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	false	ChangeInUseBondFinancedPropInd
Remedial Action Taken	false	RemedialActionTakenInd
Procs Nonqualified Bond Remdtd	Yes (true)	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	Yes (true)	Form8038TFiledInd
Variable Rate Issue	false	VariableRateIssueInd
Hedge Identified In Bks And Rec	false	HedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

Field	Value	IRS element (for citing)
Business Name Line1	0	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Gross Proceeds Invested In GIC	false	GrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

Field	Value	IRS element (for citing)
Business Name Line1	0	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Gross Proceeds Invested	false	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (true)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (true)	ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE K, PART IV, LINE 2B	FormAndLineReferenceDesc
Explanation	THE SERIES 2007A BOND QUALIFIES FOR AN EXCEPTION PER THE 6-MONTH SPENDING EXCEPTION. ALL PROCEEDS WERE IMMEDIATELY EXPENDED TO CURRENTLY REFUND THE SERIES 2007 ISSUE.	ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	SARA PRUSS	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	FAMILY MEMBER OF OFFICER, EVP OF FINANCE & ADMINISTRATION	RelationshipDescriptionTxt
Transaction	$192,945	TransactionAmt
Transaction	EMPLOYMENT	TransactionDesc
Sharing Of Revenues	false	SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	40	ContributionCnt
Noncash Contributions Rpt F990	$2,976,640	NoncashContributionsRptF990Amt
Method Of Determining Revenues	APPRAISAL/DONOR EST	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$109,651	NoncashContributionsRptF990Amt
Method Of Determining Revenues	APPRAISAL/DONOR EST	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	198	ContributionCnt
Noncash Contributions Rpt F990	$3,900,381	NoncashContributionsRptF990Amt
Method Of Determining Revenues	AVERAGE DAILY VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	MISCELLANEOUS	7	$459,450	APPRAISAL/DONOR EST
Yes (X)	LIBRARY COLLECTIONS	74	$0	INDETERMINABLE VALUE

Field	Value	IRS element (for citing)
Form8283 Received	20	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE M, PART I, COLUMN (B)	FormAndLineReferenceDesc
Explanation	COLUMN B IS BASED ON THE NUMBER OF CONTRIBUTIONS.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 1 AND PART III, LINE 1	MISSION SMITH COLLEGE EDUCATES WOMEN OF PROMISE FOR LIVES OF DISTINCTION AND PURPOSE. A COLLEGE OF AND FOR THE WORLD, SMITH LINKS THE POWER OF THE LIBERAL ARTS TO EXCELLENCE IN RESEARCH AND SCHOLARSHIP, THEREBY DEVELOPING ENGAGED GLOBAL CITIZENS AND LEADERS TO ADDRESS SOCIETY'S CHALLENGES. VALUES SMITH IS A COMMUNITY DEDICATED TO LEARNING, TEACHING, SCHOLARSHIPS, DISCOVERY, CREATIVITY AND CRITICAL THOUGHT. SMITH IS COMMITTED TO CREATING AN INCLUSIVE, EQUITABLE AND ACCESSIBLE EDUCATIONAL COMMUNITY FOUNDED ON THE FREE AND OPEN EXCHANGE OF IDEAS. SMITH EDUCATES WOMEN TO UNDERSTAND THE COMPLEXITY OF HUMAN EXPERIENCE AND WORLD CULTURES THROUGH ENGAGEMENT WITH HUMANISTIC, SOCIAL AND SCIENTIFIC IDEAS. SMITH PREPARES AND CREATES GLOBAL CITIZENS, COMMITTED TO PARTICIPATING IN THE COMMUNITIES IN WHICH THEY LIVE AND TO STEWARDING THE RESOURCES THAT SUSTAIN THEM.
FORM 990, PART III, LINE 4A	PROGRAM SERVICE ACCOMPLISHMENT #1 UNDERGRADUATE EDUCATIONAL PROGRAMS SERVING 2,500 STUDENTS. SMITH COLLEGE OFFERS 1,000 COURSES IN MORE THAN 50 AREAS OF STUDY. SMITH'S PROGRAMS IN FLORENCE, GENEVA, HAMBURG AND PARIS COMBINE RIGOROUS ACADEMICS WITH THE EXPERIENCE OF LIVING IN ANOTHER COUNTRY AND DISCOVERING A NEW CULTURE. FOR EXTRACURRICULAR ACTIVITIES, THE COLLEGE HAS MORE THAN 100 CHARTERED STUDENT ORGANIZATIONS WITH A RANGE OF SERVICES AND ACTIVITIES, A DOZEN VARSITY SPORTS AND EXTENSIVE INTRAMURAL AND CLUB SPORTS PROGRAMS. THE CAMPUS SCHOOL (K TO 6) AND THE CENTER FOR EARLY CHILDHOOD EDUCATION SERVE AS LABORATORIES FOR THE DEPARTMENT OF EDUCATION & CHILD STUDY.
FORM 990, PART III, LINE 4B	PROGRAM SERVICE ACCOMPLISHMENT #2 THE SCHOOL FOR SOCIAL WORK OFFERS A MASTER OF SOCIAL WORK (MSW) DEGREE FOCUSED ON CLINICAL SOCIAL WORK AND DIRECT FIELD WORK PRACTICE. THE PROGRAM STRESSES THE INTEGRATION OF CLINICAL THEORY & PRACTICE WITH AN UNDERSTANDING OF THE SOCIAL CONTEXT IN WHICH PEOPLE LIVE. IT ALSO EMPHASIZES AN UNDERSTANDING OF THE SOCIAL POLICIES AND ORGANIZATIONAL STRUCTURE THAT INFLUENCE THE SCHOOL'S SERVICE DELIVERY SYSTEM. IN ADDITION, THE SCHOOL OFFERS A PH.D. PROGRAM DESIGNED TO PREPARE MSWS FOR LEADERSHIP POSITIONS IN CLINICAL RESEARCH, EDUCATION, AND PRACTICE. IT ALSO PROVIDES EXTENSIVE POSTGRADUATE OFFERINGS THROUGH ITS CONTINUING EDUCATION PROGRAM.
FORM 990, PART III, LINE 4C	PROGRAM SERVICE ACCOMPLISHMENT #3 GRADUATE EDUCATIONAL PROGRAMS OFFER WOMEN & MEN ADVANCED DEGREES OF MASTERS OF ARTS IN TEACHING (ELEMENTARY, MIDDLE OR HIGH SCHOOL), MASTER OF FINE ARTS, MASTER OF SCIENCE IN BIOLOGICAL SCIENCES, AND MASTER OF SCIENCE IN EXERCISE AND SPORT STUDIES. IN SPECIAL ONE-YEAR PROGRAMS, INTERNATIONAL STUDENTS MAY QUALIFY FOR A CERTIFICATE OF GRADUATE STUDIES OR A DIPLOMA IN AMERICAN STUDIES. EACH YEAR 100 MEN & WOMEN PURSUE SUCH ADVANCED WORK. INDIVIDUALS MAY ALSO ENROLL AS NON-DEGREE STUDENTS BY REGISTERING FOR ONE OR MORE COURSES. MOST GRADUATE COURSES ARE PLANNED FOR GRADUATE STUDENTS WHO ARE DEGREE CANDIDATES.
FORM 990, PART III, LINE 4D	OTHER PROGRAM SERVICE ACCOMPLISHMENTS PROFESSIONAL DEVELOPMENT AND SUMMER PROGRAMS: OUTREACH PROGRAMS EXTEND SMITH COLLEGE'S ACADEMIC AND CULTURAL RESOURCES TO THE BROADER COMMUNITY, BOTH LOCALLY AND NATIONALLY. THE COLLEGE OFFERS PROGRAMS FOR CHILDREN & THEIR FAMILIES, FROM PRESCHOOL THROUGH HIGH SCHOOL, AS WELL AS EDUCATORS. PROGRAMS HIGHLIGHT SMITH'S LEADERSHIP IN SCIENCE AND ENGINEERING EDUCATION, REFLECT THE COLLEGE'S COMMITMENT TO OPPORTUNITIES FOR GIRLS AND YOUNG WOMEN, UTILIZING ITS WORLD-CLASS MUSEUM, GARDENS, AND CAMPUS. FACULTY ENGAGE IN SPONSORED AND COLLEGE FUNDED PROFESSIONAL DEVELOPMENT AND RESEARCH. SMITH EXECUTIVE EDUCATION FOR WOMEN: SMITH EXECUTIVE EDUCATION FOR WOMEN IS DESIGNED TO GROW WOMEN LEADERS. PARTICIPANTS IN SMITH'S EXECUTIVE EDUCATION PROGRAM BENEFIT FROM COURSES, SEMINARS & DISCUSSIONS THAT ARE CUSTOMIZED TO MEET THE NEEDS OF SPONSORING CORPORATIONS AND INDIVIDUAL ATTENDEES. WORLD CLASS FACULTY FROM THE WORLD'S LEADING BUSINESS SCHOOLS AND CORPORATIONS ARE SELECTED BASED ON THEIR EXPERTISE.
FORM 990, Part VI, SECTION A, LINE 1A	THE EXECUTIVE COMMITTEE IS COMPOSED OF AT LEAST 5 MEMBERS OF THE BOARD, INCLUDING THE CHAIR OF THE BOARD, THE PRESIDENT OF THE COLLEGE, THE VICE CHAIRS OF THE BOARD, AND CERTAIN COMMITTEE CHAIRS. THE EXECUTIVE COMMITTEE MAY EXERCISE ALL OF THE POWERS OF THE BOARD, WITH CERTAIN EXCEPTIONS SPECIFIED IN THE COLLEGE BYLAWS.
FORM 990, PART VI, SECTION B, LINE 11A	FORM 990 REVIEW PROCESS SMITH COLLEGE'S DRAFT FORM 990 WAS REVIEWED BY MEMBERS OF THE BOARD OF TRUSTEES OF SMITH COLLEGE, THE ACCOUNTING STAFF, MANAGEMENT, THE BOARD OF TRUSTEES' AUDIT AND RISK COMMITTEE, AND THE COLLEGE'S PAID TAX PROFESSIONALS. AN ELECTRONIC COPY OF THE FINAL RETURN WAS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES WHO REVIEW AND APPROVE IT PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	CONFLICT OF INTEREST POLICY AS FIDUCIARIES OF SMITH, THE MEMBERS OF THE BOARD MUST AVOID CONFLICTS OF INTEREST BETWEEN PERSONAL INTERESTS AND THE INTERESTS OF SMITH. GENERALLY, CONFLICT OF INTEREST EXISTS WHEN A PERSON IS IN A POSITION BOTH TO INFLUENCE A DECISION AND TO BENEFIT FROM THAT DECISION. THE CONFLICT OF INTEREST POLICY AND ITS DISCLOSURE OBLIGATIONS SHALL ALSO APPLY TO: (A) ALL OF THE MEMBERS OF THE INVESTMENT COMMITTEE OF THE BOARD, INCLUDING ITS NON-TRUSTEE MEMBERS, (B) ANY OTHER NON-TRUSTEE MEMBER OF ANY OTHER BOARD COMMITTEE AND ANY PERSON APPOINTED AS A SPECIAL REPRESENTATIVE TO THE BOARD, (C) THE OFFICERS OF THE COLLEGE, AND (D) SUCH OTHER PERSONS AS THE BOARD SHALL DETERMINE MAY BE NECESSARY OR APPROPRIATE FOR THE BENEFIT OF SMITH. EACH TRUSTEE MUST ANNUALLY SIGN AND SUBMIT TO THE SECRETARY OF THE BOARD A STATEMENT DISCLOSING ALL MATERIAL FINANCIAL INTERESTS OF THE TRUSTEE OR A FAMILY MEMBER, THAT ARE KNOWN OR REASONABLY SHOULD HAVE BEEN KNOWN TO THE TRUSTEE, IN ANY OUTSIDE ENTITY WITH WHICH THE TRUSTEE KNOWS THE COLLEGE HAS OR IS CONSIDERING A TRANSACTION, OR A BUSINESS RELATIONSHIP, OR AFFIRMING THAT THE TRUSTEE KNOWS OF NO SUCH TRANSACTION OR RELATIONSHIP. PROMPTLY UPON BECOMING AWARE OF ANY SUCH POTENTIAL CONFLICT, THE TRUSTEE MUST PROMPTLY DISCLOSE TO THE CHAIR OF THE BOARD AND THE SECRETARY OF THE BOARD AND, IF THE TRUSTEE OR NON-TRUSTEE IS A MEMBER OF THE INVESTMENT COMMITTEE, PROMPTLY DISCLOSE TO THE CHAIR OF THAT COMMITTEE, ANY MATERIAL FINANCIAL INTEREST IN A NON-PUBLICLY TRADED ENTITY IN WHICH THE TRUSTEE KNOWS SMITH IS CONSIDERING AN INVESTMENT OR WITH WHICH SMITH IS CONSIDERING A TRANSACTION. ORDINARILY, THE TRUSTEE SHOULD NOT PARTICIPATE IN ANY DECISION BY THE BOARD OR OF ANY OF ITS COMMITTEES, INCLUDING THE INVESTMENT COMMITTEE, REGARDING SUCH INVESTMENT OR TRANSACTION. IF A TRUSTEE BECOMES AWARE OF A POTENTIAL CONFLICT OF INTEREST DURING OR JUST BEFORE A MEETING OF THE BOARD, THE INTERESTED TRUSTEE SHALL SO INFORM THE BOARD AND SHALL BE RECUSED WHILE THE BOARD DISCUSSES THE MATTER. THE SECRETARY OF THE BOARD SHALL REVIEW THE ANNUAL STATEMENTS OF DISCLOSURE AND DETERMINE IF A MATERIAL FINANCIAL INTEREST HAS BEEN DISCLOSED. IF A MATERIAL FINANCIAL INTEREST HAS BEEN DISCLOSED, THE SECRETARY SHALL PROMPTLY SHARE WITH THE EXECUTIVE COMMITTEE SUCH DISCLOSURE FORMS AND ANY ADDITIONAL INFORMATION ABOUT THE CURRENT OR PROPOSED TRANSACTION AND THE BUSINESS RELATIONSHIP THAT MAY GIVE RISE TO A CONFLICT OF INTEREST WHICH THE EXECUTIVE COMMITTEE MAY DEEM INFORMATIVE. IF THE BOARD HAS A DISCUSSION OR MEETING AT WHICH A TRUSTEE'S FINANCIAL INTEREST IN A MATTER IS DISCLOSED, A DETERMINATION REGARDING A CONFLICT OF INTEREST IS MADE, OR A TRANSACTION OR ARRANGEMENT IN WHICH A TRUSTEE HAS A CONFLICT OF INTEREST IS CONSIDERED, THE BOARD'S CONSIDERATION OF THESE MATTERS, INCLUDING ANY REASONS FOR APPROVAL, SHALL BE REFLECTED IN THE MINUTES OF THE MEETING.
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION POLICY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE EVALUATION OF EXECUTIVE AND EMPLOYEE COMPENSATION TO ASSURE THAT ALL ASPECTS COMPLY WITH ITS REQUIREMENTS. THE EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION PACKAGE FOR THE PRESIDENT ANNUALLY, CONSIDERING COMPARATIVE INFORMATION AS WELL AS SALARY INCREASES PROPOSED FOR FACULTY AND ADMINISTRATIVE STAFF. THE COMMITTEE OBTAINS AND RELIES ON THE FOLLOWING WRITTEN MATERIALS, PROVIDED IN ADVANCE OF THE MEETING: (1) HISTORICAL COMPENSATION FOR THE PRESIDENT, (2) YEARS OF SERVICE IN POSITION, AND (3) A MARKET STUDY OF COMPENSATION, BASED ON COMPARABLE DATA FROM OTHER SELECTIVE LIBERAL ARTS COLLEGES. AFTER DISCUSSION, THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION FOR THE PRESIDENT. THE EXECUTIVE COMMITTEE AND THE PRESIDENT MEET TO DETERMINE THE COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES USING THE SAME CRITERIA. IN COMPLIANCE WITH THE REBUTTABLE PRESUMPTION STANDARDS, SMITH COLLEGE CONSIDERS GEOGRAPHIC LOCATION, ADMISSIONS OVERLAP, ENDOWMENT SIZE, AND ITS MARKET FOR EXECUTIVE LEVEL MANAGERS WHEN IDENTIFYING ITS COMPARABLE PEERS. FURTHERMORE, ALL EXECUTIVE COMMITTEE DECISIONS ARE DOCUMENTED CONCURRENTLY IN THE EXECUTIVE COMMITTEE BOARD MINUTES.
FORM 990, PART VI, SECTION C, LINE 19	PUBLIC DISCLOSURE THE COLLEGE'S FINANCIAL STATEMENTS ARE AVAILABLE ON ITS WEBSITE AT WWW.SMITH.EDU. THE COLLEGE'S FORM 990, FORM PC AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE AT WWW.MASS.GOV/AGO. THE COLLEGE WILL PROVIDE PAPER COPIES OF THE COLLEGE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORMS 990 AND 990-T UPON REQUEST.
FORM 990, PART XI, LINE 9	CHANGE IN LIFE INCOME FUNDS (856,696)

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	The Ellery Hotel LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	259 ELM STREET	AddressLine1Txt
City	NORTHHAMPTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01060	ZIPCd

Field	Value	IRS element (for citing)
EIN	881962863	EIN
Primary Activities	HOSP. ACCOM.	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd
Total Income	$1,413,317	TotalIncomeAmt
End Of Year Assets	$5,090,476	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

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

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 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
ALUMNAE ASSOCIATION OF SMITH COLLEGE
33 ELM STREET	NORTHAMPTON	MA	01063	042103649	ALUMNAE SERV	MA	501(C)(3)	12(C)	NA	false
SMITH STUDENT AID SOCIETY INC
123-125 ELM STREET	NORTHAMPTON	MA	01063	046052751	STUDENT AID	MA	501(C)(3)	12(C)	NA	false

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Primary ActivitiesPrimaryActivitiesTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER TRUSTS (38)
INVESTING	NA	TRUST	Yes (true)
POOLED INCOME FUND (40)
INVESTING	NA	TRUST	Yes (true)
PERPETUAL TRUSTS (6)
INVESTING	NA	TRUST	Yes (true)

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

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
ALUMNI ASSOCIATION OF SMITH COLLEGE (1)
Q	$1,531,168	CASH
CHARITABLE REMAINDER TRUST (5)
S	$793,918	CASH
PERPETUAL TRUSTS (6)
S	$129,427	CASH

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE R, PART IV, STATE DOMICILES OF TRUSTS	FormAndLineReferenceDesc
Explanation	CHARITABLE REMAINDER TRUSTS (38): CT, DE, MA, NY, OH, TN POOLED INCOME (40): MA PERPETUAL TRUSTS (6): CT, MA, VA, VT	ExplanationTxt