2025-05-14T11:06:56-05:00 2024-06-30 PWC US TAX LLP 101 SEAPORT BLVD SUITE 500 BOSTON MA 02210 990 2023-07-01 041843040 THE TRUSTEES OF THE SMITH COLLEGE % JILLIAN MCGRATH TRUS 4135852200 COLLEGE HALL 204 10 ELM STREET NORTHAMPTON MA 01063 DAVID DESWERT EVP F&A & TREASURER 4135852200 2025-05-14 true true PAUL TANIS P01441612 6175305000 2025-05-12 2023 2025-03-06 01:10:19Z SARAH WILLIE-LEBRETON COLLEGE HALL 204 10 ELM ST NORTHAMPTON MA 01063 914737581 false X WWW.SMITH.EDU X 1871 MA SEE SCHEDULE O 30 29 4481 6000 11262744 3413813 67936846 54297406 216879596 227422537 293848173 98652507 8823207 9722510 587487822 390094960 102401956 111534615 0 0 160574108 169904718 0 0 6479836 122673419 130115028 385649483 411554361 201838339 -21459401 3615699490 3725228026 632443587 641338365 2983255903 3083889661 X 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. false false 294927276 103581990 207999407 *UNDERGRADUATE EDUCATIONAL PROGRAMS* PLEASE SEE SCHEDULE O FOR DETAIL 13821954 4268917 9748024 *THE SCHOOL FOR SOCIAL WORK* PLEASE SEE SCHEDULE O FOR DETAIL 4717993 3099756 3327396 *GRADUATE EDUCATIONAL PROGRAM* PLEASE SEE SCHEDULE O FOR DETAIL 20986527 275953 14905501 334453750 true true false false false false false true true true true true false false true true false true true true true false true false false false false true true true true false false false false false false false false true false true true false false true true true true false false true X 1235 0 true 4481 true true true true FR GM IT SZ false false false false false false false false true true X 30 29 false false false false false false false true true false false true true true true true true true true false MD MA MI NH NY OK OR X X JILLIAN MCGRATH 4135852200 COLLEGE HALL 204 10 ELM STREET NORTHAMPTON MA 01063 X KATHLEEN MCCARTNEY PRESIDENT 40.0 0.0 X 1861336 0 130415 LISA MARIE HOWIE CHIEF INVESTMENT OFFICER 40.0 0.0 X 1481595 0 47045 CAROLINE THOMAS DIRECTOR OF INVESTMENTS 40.0 0.0 X 588484 0 56943 COREY WALKER DIRECTOR OF INVESTMENTS 40.0 0.0 X 552203 0 35231 BETH B RAFFELD VP FOR DEVELOPMENT 40.0 0.0 X 496186 0 42044 DAVID C DESWERT EVP FINANCE AND ADMINISTRATION 40.0 0.0 X 413580 0 50479 BRIAN J DWYER DIRECTOR OPERATIONS INVESTMENT 40.0 0.0 X 306807 0 62236 MICHAEL T THURSTON PROVOST & DEAN OF THE FACULTY 40.0 0.0 X 311308 0 54959 SARAH WILLIE-LEBRETON PRESIDENT 40.0 0.0 X X 308719 0 44908 JULIA YAGER VP OF COLLEGE RELATIONS & COMM 40.0 0.0 X 296024 0 53118 SAMANTHA S EARP VP FOR IT 40.0 0.0 X 289400 0 59472 JAMES GRAY AVP FACILITIES & OPERATIONS 40.0 0.0 X 299791 0 46172 MARIANNE RM YOSHIOKA DEAN OF SSW 40.0 0.0 X 292743 0 44689 JOANNA MAY VP ENROLLMENT 40.0 0.0 X 282284 0 44097 ALEXANDRA L M KELLER INTERIM DEAN/VP CAMPUS LIFE 40.0 0.0 X 232655 0 50652 JILLIAN MCGRATH CONTROLLER 40.0 0.0 X 201597 0 24619 ELENA J PALLADINO SECRETARY 40.0 0.0 X 138895 0 38998 ANU AIYENGAR TRUSTEE 5.0 0.0 X 0 0 0 DEBORAH ARCHER TRUSTEE 5.0 0.0 X 0 0 0 ANDREA AUERBACH TRUSTEE 5.0 0.0 X 0 0 0 JOHAN AURIK TRUSTEE 5.0 0.0 X 0 0 0 LISA BLACK TRUSTEE 5.0 0.0 X 0 0 0 JANELLE BRADSHAW TRUSTEE 5.0 0.0 X 0 0 0 MOLLY BURKE TRUSTEE 5.0 0.0 X 0 0 0 MATTIE PETERSON COMPTON TRUSTEE, VICE CHAIR 5.0 0.0 X 0 0 0 DENISE WHALEN CONWAY TRUSTEE 5.0 0.0 X 0 0 0 PAMELA CRAIG TRUSTEE 5.0 0.0 X 0 0 0 DEBORAH DECOTIS TRUSTEE 5.0 0.0 X 0 0 0 LILE GIBBONS TRUSTEE 5.0 0.0 X 0 0 0 ALICIA HAMMARSKJOLD TRUSTEE 5.0 0.0 X 0 0 0 TERRY HARTLE TRUSTEE 5.0 0.0 X 0 0 0 PEGGIE KOON TRUSTEE 5.0 0.0 X 0 0 0 PEGGY LIU TRUSTEE 5.0 0.0 X 0 0 0 CYNTHIA MEYN TRUSTEE 5.0 0.0 X 0 0 0 SUSAN MAY MOLINEAUX TRUSTEE, VICE CHAIR 5.0 0.0 X 0 0 0 BEVERLY MORGAN-WELCH TRUSTEE 5.0 0.0 X 0 0 0 MOHSEN MOSTAFAVI TRUSTEE 5.0 0.0 X 0 0 0 KATE O'BRIAN TRUSTEE 5.0 0.0 X 0 0 0 ALISON OVERSETH TRUSTEE, CHAIR 5.0 0.0 X 0 0 0 DAVID OXTOBY TRUSTEE 5.0 0.0 X 0 0 0 LYNN REICHENBACH TRUSTEE 5.0 0.0 X 0 0 0 CLAUDIA SAN PEDRO TRUSTEE 5.0 0.0 X 0 0 0 KIMBERLY SCOTT TRUSTEE 5.0 0.0 X 0 0 0 ANN SILVERMAN TRUSTEE 5.0 0.0 X 0 0 0 EMILY VAN AGTMAEL TRUSTEE 5.0 0.0 X 0 0 0 LING YANG TRUSTEE 5.0 0.0 X 0 0 0 8353607 0 886077 308 true true false BOND BUILDING CONSTRUCTION INC 10 CABOT ROAD STE 300 MEDFORD MA 02155 CONSTRUCTION MGMT 26232144 KEITER CORPORATION 1 INTERSTATE DRIVE WEST SPRINGFIELD MA 01089 CONSTRUCTION MGMT 24118808 ALLEGRONE CONSTRUCTION CO INC 150 PITTSFIELD ROAD LENOX MA 01240 CONSTRUCTION MGMT 5692793 SALAS O'BRIEN NORTH LLC 2720 ARBOR COURT STE A EAU CLAIRE WI 54701 CONSULTING 3617052 COLLINS ELECTRIC 53 SECOND AVENUE CHICOPEE MA 01020 ELECTRICAL DESIGN 1917349 95 5510691 48786715 7446122 54297406 UNDERGRADUATE PROGRAMS 611600 207999407 207999407 SCHOOL FOR SOCIAL WORK 611600 9748024 9748024 CAMPUS SCHOOL & CENTER FOR EARLY CHILDHOOD 611600 3885047 3885047 GRADUATE PROGRAMS 611600 3327396 3327396 EXECUTIVE EDUCATION & SUMMER PROGRAMS 611310 2462663 2153533 309130 227422537 31280613 9442536 21838077 0 61918 61918 2880004 1777203 1102801 0 1102801 1102801 589720201 522348307 67371894 67371894 67371894 0 0 0 0 0 0 537027 517111 19916 8707 11209 GENERAL SERVICES 611600 2841729 1341860 1499869 REBATES AND REIMBURSEMENTS 721000 2117411 2117411 DEPARTMENTAL 611600 365780 365780 3212955 3212955 8537875 390094960 234160120 11262744 90374690 395679 395679 104688523 104688523 6450413 6450413 0 6492566 5954336 538230 2053985 192945 1861040 122988674 98390940 20908074 3689660 11158254 8926603 1896903 334748 18112274 14489820 3079086 543368 9098965 7279172 1546824 272969 0 1104256 55213 1049043 312865 15643 297222 0 0 8420566 8420566 14632135 1792816 12839319 174652 8733 165919 1477222 1255638 177267 44317 5800209 4930178 696025 174006 0 14390184 12231657 1726822 431705 3601290 3061096 432155 108039 0 2689632 2286187 322756 80689 18000900 17100855 900045 0 25178810 23919870 1258940 3051819 152590 2899229 PROVISIONS 10357694 8286155 2071539 HOME SCHOOL FEES 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1073495925 0.64806 0.67221 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2976640 77195699 X X X X X TEACHING PRIMARY RESEARCH METHODS false false true X 2470414645 32540507 193493769 49872188 79392847 3062642 2564121244 2467995704 39500778 86983753 46141073 75578211 2346306 2470414645 2559082629 41695530 -13195108 42848801 72529960 4208586 2467995704 1907178022 33524285 712279624 34886163 58374432 638707 2559082629 1913252543 49022794 35832489 34080356 55521927 1327521 1907178022 0.20200 0.25560 0.54240 true false 4568679 4721368 9290047 25492517 868980137 355690646 538782008 175873769 99444221 76429548 120160171 12991955 107168216 731669819 LIMITED PARTNERSHIPS 2671714183 F FUNDS HELD BY OUTSIDE TRUSTEE 25072702 F 2696786885 0 FIN 47 OBLIGATION 24597734 LIFE INCOME OBLIGATIONS 21462347 LEASE LIABILITIES 9795948 POST RETIREMENT AND SEPARATION 6008913 61864942 X 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. true true false true true true true false false false false false false false false true false true 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. true Europe (Including Iceland and Greenland) 4 8 Program Services COLLEGE STUDY PROGRAM 2825452 Europe (Including Iceland and Greenland) 0 0 Grantmaking SCHOLARSHIP/PRIZES 5178835 East Asia and the Pacific 0 0 Grantmaking SCHOLARSHIP/PRIZES 632052 South America 0 0 Grantmaking SCHOLARSHIP/PRIZES 262098 North America 0 0 Grantmaking SCHOLARSHIP/PRIZES 218271 Middle East and North Africa 0 0 Grantmaking SCHOLARSHIP/PRIZES 55888 Sub-Saharan Africa 0 0 Grantmaking SCHOLARSHIP/PRIZES 52034 Central America and the Caribbean 0 0 Grantmaking SCHOLARSHIP/PRIZES 51235 Central America and the Caribbean 0 0 Investments INVESTMENTS 616685717 Europe (Including Iceland and Greenland) 0 0 Investments INVESTMENTS 100050118 4 8 4 8 726011700 726011700 FINANCIAL AID Europe (Including Iceland and Greenland) 409 5178835 CASH N/A FMV FINANCIAL AID East Asia and the Pacific 54 632052 CASH N/A FMV FINANCIAL AID South America 28 262098 CASH N/A FMV FINANCIAL AID North America 18 218271 CASH N/A FMV FINANCIAL AID Middle East and North Africa 5 55888 CASH N/A FMV FINANCIAL AID Sub-Saharan Africa 7 52034 CASH N/A FMV FINANCIAL AID Central America and the Caribbean 4 51235 CASH FMV N/A true false true true true false 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. true CITY OF NORTHAMPTON City Hall 210 Main Street Northampton MA 01060 046001406 GOV'T 239666 General Support COOLEY DICKINSON HOSPITAL 30 Locust Street Northampton MA 01061 222617175 501(C)(3) 83333 General Support HISTORIC NORTHAMPTON 46 Bridge Street Northampton MA 01063 046079243 501(C)(3) 45000 General Support FRIENDS OF HAMPSHIRE COUNTY HOMELESS INDIVIDUALS I PO Box 60398 Florence MA 01062 043515024 501(C)(3) 5077 General Support 4 0 APPLIED TO TUITION/FEES DUE TO COLLEGE 1957 99959576 FMV ACADEMIC INTERSHIPS 1248 2997295 FMV PRIZES 408 435196 FMV OTHER FINANCIAL ASSISTANCE 1775 1296456 FMV SCHEDULE I, PART I, LINE 2 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). X X true true X X X X false true false false false false false true true true KATHLEEN MCCARTNEY PRESIDENT 773270 0 0 0 1088066 0 120617 0 9798 0 1991751 0 1058359 0 LISA MARIE HOWIE CHIEF INVESTMENT OFFICER 663789 0 765000 0 52806 0 37140 0 9905 0 1528640 0 0 0 CAROLINE THOMAS DIRECTOR OF INVESTMENTS 301817 0 275000 0 11667 0 40617 0 16326 0 645427 0 0 0 COREY WALKER DIRECTOR OF INVESTMENTS 265365 0 245616 0 41222 0 11855 0 23376 0 587434 0 0 0 BETH B RAFFELD VP FOR DEVELOPMENT 487069 0 5000 0 4117 0 40616 0 1428 0 538230 0 0 0 DAVID C DESWERT EVP FINANCE AND ADMINISTRATION 361323 0 5000 0 47257 0 40617 0 9862 0 464059 0 0 0 BRIAN J DWYER DIRECTOR OPERATIONS INVESTMENT 224589 0 80000 0 2218 0 39745 0 22491 0 369043 0 0 0 MICHAEL T THURSTON PROVOST & DEAN OF THE FACULTY 166904 0 5000 0 139404 0 39088 0 15871 0 366267 0 0 0 SARAH WILLIE-LEBRETON PRESIDENT 276924 0 0 0 31795 0 33557 0 11351 0 353627 0 0 0 JULIA YAGER VP OF COLLEGE RELATIONS & COMM 266877 0 0 0 29147 0 36804 0 16314 0 349142 0 0 0 SAMANTHA S EARP VP FOR IT 258960 0 0 0 30440 0 36116 0 23356 0 348872 0 0 0 JAMES GRAY AVP FACILITIES & OPERATIONS 298077 0 0 0 1714 0 36371 0 9801 0 345963 0 0 0 MARIANNE RM YOSHIOKA DEAN OF SSW 287112 0 0 0 5631 0 34912 0 9777 0 337432 0 0 0 JOANNA MAY VP ENROLLMENT 257951 0 2500 0 21833 0 34560 0 9537 0 326381 0 0 0 ALEXANDRA L M KELLER INTERIM DEAN/VP CAMPUS LIFE 120835 0 2000 0 109820 0 28622 0 22030 0 283307 0 0 0 JILLIAN MCGRATH CONTROLLER 184234 0 2000 0 15363 0 24063 0 556 0 226216 0 0 0 ELENA J PALLADINO SECRETARY 127903 0 3000 0 7992 0 16058 0 22940 0 177893 0 0 0 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. A MASSACHUSETTS DEV FINANCE AGENCY (SERIES 2007A) 043431814 000000000 2016-01-29 72960000 REFUNDING (SERIES 2007) false false false A 0 0 72960000 0 0 0 0 0 0 0 72960000 0 2010 true false true true A false false true true true true 0.00010 0.00010 false false false true A true false false 0 false 0 false true A true SCHEDULE K, PART IV, LINE 2B 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. SARA PRUSS FAMILY MEMBER OF OFFICER, EVP OF FINANCE & ADMINISTRATION 192945 EMPLOYMENT false X 40 2976640 APPRAISAL/DONOR EST X 109651 APPRAISAL/DONOR EST X 198 3900381 AVERAGE DAILY VALUE X MISCELLANEOUS 7 459450 APPRAISAL/DONOR EST X LIBRARY COLLECTIONS 74 0 INDETERMINABLE VALUE 20 false true false SCHEDULE M, PART I, COLUMN (B) COLUMN B IS BASED ON THE NUMBER OF CONTRIBUTIONS. 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) The Ellery Hotel LLC 259 ELM STREET NORTHHAMPTON MA 01060 881962863 HOSP. ACCOM. MA 1413317 5090476 SMITH 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 CHARITABLE REMAINDER TRUSTS (38) INVESTING NA TRUST true POOLED INCOME FUND (40) INVESTING NA TRUST true PERPETUAL TRUSTS (6) INVESTING NA TRUST true false false false false false false false false false false false false false false false false true false true ALUMNI ASSOCIATION OF SMITH COLLEGE (1) Q 1531168 CASH CHARITABLE REMAINDER TRUST (5) S 793918 CASH PERPETUAL TRUSTS (6) S 129427 CASH SCHEDULE R, PART IV, STATE DOMICILES OF TRUSTS CHARITABLE REMAINDER TRUSTS (38): CT, DE, MA, NY, OH, TN POOLED INCOME (40): MA PERPETUAL TRUSTS (6): CT, MA, VA, VT