TRUSTEES OF MOUNT HOLYOKE COLLEGE: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: TRUSTEES OF MOUNT HOLYOKE COLLEGE (EIN 04-2103578)
Tax period: 2020-07-01 to 2021-06-30
Filed: 2022-05-13
IRS object ID: 202241339349302774
Schema version: 2020v4.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule E
Schedule F
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-13T09:20:20-05:00	ReturnTs
Tax Period End	2021-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	135565207	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	60 SOUTH STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02111	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042103578	EIN

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Business Name Control	TRUS	BusinessNameControlTxt
Phone	4135383674	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	50 COLLEGE STREET	AddressLine1Txt
City	SOUTH HADLEY	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01075	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SHANNON D GUREK	PersonNm
Person Title	VP FIN ADMIN & TREASURER	PersonTitleTxt
Phone	4135383674	PhoneNum
Signature	2022-05-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	SHANNON	PersonFirstNm
Person Last	GUREK	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	STEPHANIE LONCZAK	PreparerPersonNm
PTIN	P01880207	PTIN
Phone	6179881000	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	MOUNT HOLYOKE COLLEGE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	SONYA STEPHENS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	50 COLLEGE STREET	AddressLine1Txt
City	SOUTH HADLEY	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01075	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$345,042,429	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.MTHOLYOKE.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1836	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	THE MISSION OF MOUNT HOLYOKE COLLEGE IS TO PROVIDE AN INTELLECTUALLY ADVENTUROUS EDUCATION IN THE LIBERAL ARTS AND SCIENCES THROUGH ACADEMIC PROGRAMS RECOGNIZED INTERNATIONALLY FOR THEIR EXCELLENCE AND RANGE; TO DRAW STUDENTS FROM ALL BACKGROUNDS INTO AN EXCEPTIONALLY DIVERSE AND INCLUSIVE LEARNING COMMUNITY WITH HIGHLY ACCOMPLISHED, COMMITTED, AND RESPONSIVE FACULTY AND STAFF; TO CONTINUE BUILDING ON THE COLLEGE'S HISTORIC LEGACY OF LEADERSHIP IN THE EDUCATION OF WOMEN; AND TO PREPARE STUDENTS, THROUGH A LIBERAL EDUCATION INTEGRATING CURRICULUM AND CAREERS, FOR LIVES OF THOUGHTFUL, EFFECTIVE, AND PURPOSEFUL ENGAGEMENT IN THE WORLD.	ActivityOrMissionDesc
Voting Members Governing Body	30	VotingMembersGoverningBodyCnt
Voting Members Independent	28	VotingMembersIndependentCnt
Total Employee	2629	TotalEmployeeCnt
Total Volunteers	1197	TotalVolunteersCnt
Total Gross UBI	$89,131	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$21,777,456	PYContributionsGrantsAmt
CY Contributions Grants	$54,224,304	CYContributionsGrantsAmt
PY Program Service Revenue	$137,973,865	PYProgramServiceRevenueAmt
CY Program Service Revenue	$108,279,022	CYProgramServiceRevenueAmt
PY Investment Income	$37,245,371	PYInvestmentIncomeAmt
CY Investment Income	$130,829,870	CYInvestmentIncomeAmt
PY Other Revenue	$6,202,623	PYOtherRevenueAmt
CY Other Revenue	$3,065,405	CYOtherRevenueAmt
PY Total Revenue	$203,199,315	PYTotalRevenueAmt
CY Total Revenue	$296,398,601	CYTotalRevenueAmt
PY Grants And Similar Paid	$55,487,658	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$48,480,742	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$94,476,490	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$83,674,390	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$6,583,448	CYTotalFundraisingExpenseAmt
PY Other Expenses	$56,400,943	PYOtherExpensesAmt
CY Other Expenses	$48,115,334	CYOtherExpensesAmt
PY Total Expenses	$206,365,091	PYTotalExpensesAmt
CY Total Expenses	$180,270,466	CYTotalExpensesAmt
PY Revenues Less Expenses	-$3,165,776	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$116,128,135	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,113,144,235	TotalAssetsBOYAmt
Total Assets EOY	$1,407,677,265	TotalAssetsEOYAmt
Total Liabilities BOY	$224,408,060	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$221,197,012	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$888,736,175	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,186,480,253	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$115,443,544	ExpenseAmt
Grant	$47,425,938	GrantAmt
Revenue	$104,248,248	RevenueAmt
Desc	SEE SCHEDULE O	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$28,967,244	ExpenseAmt
Grant	$1,054,804	GrantAmt
Revenue	$3,444,099	RevenueAmt
Desc	SEE SCHEDULE O	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$6,396,133	ExpenseAmt
Revenue	$3,488,197	RevenueAmt
Desc	SEE SCHEDULE O	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$150,806,921	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (1)	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	Yes (1)	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	Yes (1)	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	2694	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	2629	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	Yes (1)	ForeignFinancialAccountInd
Foreign Country	FR	ForeignCountryCd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	30	GoverningBodyVotingMembersCnt
Independent Voting Member	28	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (1)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SUSAN O'NEILL	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4135382641	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	50 COLLEGE STREET	AddressLine1Txt
City	SOUTH HADLEY	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01075	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
SONYA STEPHENS
PRESIDENT	72.00	1.00	Yes (X)	Yes (X)	$594,569	$0	$78,506
ELIZABETH BARBEAU
TRUSTEE	3.00	0.10	Yes (X)		$0	$0	$0
JENNIE BERKSON
TRUSTEE	3.00	0.10	Yes (X)		$0	$0	$0
LORI BETTISON-VARGA
TRUSTEE	3.00	0.10	Yes (X)		$0	$0	$0
ELIZABETH COCHARY GROSS
TRUSTEE	3.00	0.10	Yes (X)		$0	$0	$0
KATHERINE E COLLINS
VICE CHAIR	5.00	0.10	Yes (X)		$0	$0	$0
SALLY DURDAN
TRUSTEE	3.00	0.10	Yes (X)		$0	$0	$0
ERIN ENNIS
TRUSTEE	3.00	0.10	Yes (X)		$0	$0	$0
CARRIANNA K FIELD
TRUSTEE	5.00	0.10	Yes (X)		$0	$0	$0
ELLEN J FLANNERY
TRUSTEE	5.00	0.20	Yes (X)		$0	$0	$0
HEATHER HARDE
TRUSTEE	5.00	0.10	Yes (X)		$0	$0	$0
MARY HUGHES
TRUSTEE	3.00	0.10	Yes (X)		$0	$0	$0
MONICA LANDRY
TRUSTEE	5.00	0.10	Yes (X)		$0	$0	$0
DAVID MAHONEY
TRUSTEE	3.00	0.10	Yes (X)		$0	$0	$0
CAMILLE MALONZO
TRUSTEE	3.00	0.10	Yes (X)		$0	$0	$0
KC MAURER
TRUSTEE	5.00	2.10	Yes (X)		$0	$0	$0
ANNE MCKENNY
TRUSTEE	3.00	0.10	Yes (X)		$0	$0	$0
AVICE MEEHAN
TRUSTEE	3.00	0.10	Yes (X)		$0	$0	$0
NATASHA MOHANTY
TRUSTEE	5.00	0.10	Yes (X)		$0	$0	$0
MARIA MOSSAIDES
TRUSTEE	3.00	10.10	Yes (X)		$0	$0	$0
HALLIE NATH
TRUSTEE	3.00	0.10	Yes (X)		$0	$0	$0
RHYNETTE NORTHCROSS HURD
VICE CHAIR	5.00	0.10	Yes (X)		$0	$0	$0
JENNIFER ROCHLIS
TRUSTEE	5.00	0.10	Yes (X)		$0	$0	$0
RAJ SESHADRI
TRUSTEE	3.00	0.10	Yes (X)		$0	$0	$0
KARENA STRELLA
CHAIR	10.00	0.10	Yes (X)		$0	$0	$0
MONA SUTPHEN
TRUSTEE	5.00	0.10	Yes (X)		$0	$0	$0
MICHELLE TOH
TRUSTEE	3.00	0.10	Yes (X)		$0	$0	$0
LOUISE WASSO
TRUSTEE	8.00	0.10	Yes (X)		$0	$0	$0
ELIZABETH WEATHERMAN
TRUSTEE	5.00	0.10	Yes (X)		$0	$0	$0
SARAH WELLS
TRUSTEE	3.00	0.10	Yes (X)		$0	$0	$0
KE ISABELLA WU
TRUSTEE	3.00	0.10	Yes (X)		$0	$0	$0
KASSANDRA JOLLEY
VP FOR COLLEGE RELATIONS	60.00			Yes (X)	$328,469	$0	$40,862
JON WESTERN
VP FOR ACAD AFF & DEAN FACULTY	60.00			Yes (X)	$267,551	$0	$79,326
SHANNON GUREK
VP FOR FINANCE & ADMIN & TREASURER	60.00	1.00		Yes (X)	$300,747	$0	$40,141
MARCELLA RUNELL HALL
VP FOR STUD LIFE & DEAN OF STUDTS	60.00			Yes (X)	$194,462	$0	$52,572
ROBIN RANDALL
VP FOR ENROLLMENT MANAGEMENT	60.00			Yes (X)	$199,127	$0	$34,385
DOROTHY E KNIGHT-MOSBY
INTRM VP-ACAD AFF & DEAN FACULTY	60.00			Yes (X)	$202,152	$0	$17,422
KIJUA SANDERS-MCMURTRY
VP FOR EQUITY & INCLUSION & CDO	60.00			Yes (X)	$173,617	$0	$24,380
LENORE REILLY
SECRETARY OF THE COLLEGE	60.00	1.00		Yes (X)	$154,888	$0	$19,957
LAURA SMIAROWSKI
INTERIM SECRETARY OF THE COLL	60.00	1.00		Yes (X)	$128,025	$0	$28,687
ANA YANKOVA
CHIEF INVESTMENT OFFICER	50.00				$394,950	$0	$17,001	Yes (X)
EVA PAUS
PROFESSOR OF ECONOMICS	50.00				$191,402	$0	$39,418		Yes (X)
KEITH MICHEL
ASSOCIATE VP FOR DEVELOPMENT	50.00				$190,470	$0	$36,909		Yes (X)
VALERIE BARR
PROFESSOR OF COMPUTER SCIENCE	50.00				$198,804	$0	$27,594		Yes (X)
ALEXANDER WIRTH-CAUCHON
CIO & EXEC DIR-LIB INFO & TECH SVCS	60.00				$188,302	$0	$35,599		Yes (X)
KATHERINE BINDER
PROFESSOR OF PSYCHOLOGY	50.00				$172,867	$0	$20,949		Yes (X)
CHARLES GREENE
VP FOR COMMUNICATIONS & MKTG	0.00				$107,859	$0	$2,763			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,988,261	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$596,471	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	141	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
CLINICAL RESEARCH SEQUENCING PLATFORM
415 MAIN STREET	CAMBRIDGE	MA	02142	COVID TESTING	$1,575,000
CAMBRIDGE ASSOCIATES LLC
100 SUMMER STREET	BOSTON	MA	02110	INVESTMENT CNSLTNG	$1,270,000
ADAGE CAPITAL PARTNERS
200 CLARENDON STREET 52ND FLOOR	BOSTON	MA	02116	INVESTMENT MGMT	$1,062,198
HILL ENGINEERS ARCHITECTSPLANNERS
50 DEPOT STREET	DALTON	MA	01226	ARCHITECTURAL DESIGN	$610,654
CEDAR ROCK CAPITAL PARTNERS
11 BROADWAY SUITE 965	NEW YORK	NY	10019	INVESTMENT MGMT	$396,371

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	38	CntrctRcvdGreaterThan100KCnt
Government Grants	$5,702,018	GovernmentGrantsAmt
All Other Contributions	$48,522,286	AllOtherContributionsAmt
Noncash Contributions	$7,675,021	NoncashContributionsAmt
Total Contributions	$54,224,304	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES	611310	$101,353,144	$101,353,144
ROOM AND OTHER BOARD	611310	$6,925,878	$6,925,878

Field	Value	IRS element (for citing)
Total Program Service Revenue	$108,279,022	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,512,566	TotalRevenueColumnAmt
Unrelated Business Revenue	-$653,131	UnrelatedBusinessRevenueAmt
Exclusion	$7,165,697	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$133	TotalRevenueColumnAmt
Exclusion	$133	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$564,525	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$423,057	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$141,468	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$141,468	TotalRevenueColumnAmt
Exclusion	$141,468	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$172,464,535	SecuritiesAmt
Other	$15,461	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$48,162,692	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$124,301,843	SecuritiesAmt
Other	$15,461	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$124,317,304	TotalRevenueColumnAmt
Unrelated Business Revenue	$719,980	UnrelatedBusinessRevenueAmt
Exclusion	$123,597,324	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$64,497	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$58,079	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,418	TotalRevenueColumnAmt
Related Or Exempt Func Income	$6,418	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
STUDENT HEALTH INSURANCE FEES	900009	$1,363,006	$1,363,006
FIVE COLLEGE REIMBURSEMENTS	900009	$626,568	$626,568
EDUCATIONAL CONFERENCES	721000	$211,827	$189,545	$22,282

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$715,985	TotalRevenueColumnAmt
Related Or Exempt Func Income	$715,985	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$2,917,386	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$296,398,601	TotalRevenueColumnAmt
Related Or Exempt Func Income	$111,180,544	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$89,131	UnrelatedBusinessRevenueAmt
Exclusion	$130,904,622	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$141,798	TotalAmt
Program Services	$141,798	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$41,570,113	TotalAmt
Program Services	$41,570,113	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$6,768,831	TotalAmt
Program Services	$6,768,831	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$2,932,329	TotalAmt
Program Services	$1,082,836	ProgramServicesAmt
Management And General	$1,473,232	ManagementAndGeneralAmt
Fundraising	$376,261	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$60,789,249	TotalAmt
Program Services	$52,224,500	ProgramServicesAmt
Management And General	$5,650,531	ManagementAndGeneralAmt
Fundraising	$2,914,218	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$3,703,800	TotalAmt
Program Services	$3,181,935	ProgramServicesAmt
Management And General	$344,453	ManagementAndGeneralAmt
Fundraising	$177,412	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$11,770,376	TotalAmt
Program Services	$10,111,930	ProgramServicesAmt
Management And General	$1,094,645	ManagementAndGeneralAmt
Fundraising	$563,801	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$4,478,636	TotalAmt
Program Services	$3,847,596	ProgramServicesAmt
Management And General	$416,513	ManagementAndGeneralAmt
Fundraising	$214,527	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$640,389	TotalAmt
Program Services	$228,375	ProgramServicesAmt
Management And General	$249,371	ManagementAndGeneralAmt
Fundraising	$162,643	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$320,308	TotalAmt
Program Services	$23,456	ProgramServicesAmt
Management And General	$296,852	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$265,050	TotalAmt
Management And General	$265,050	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$8,424,333	TotalAmt
Management And General	$8,424,333	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$4,885,754	TotalAmt
Program Services	$2,692,269	ProgramServicesAmt
Management And General	$2,115,964	ManagementAndGeneralAmt
Fundraising	$77,521	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$51,900	TotalAmt
Program Services	$19,629	ProgramServicesAmt
Management And General	$31,606	ManagementAndGeneralAmt
Fundraising	$665	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,675,933	TotalAmt
Program Services	$3,007,869	ProgramServicesAmt
Management And General	$548,278	ManagementAndGeneralAmt
Fundraising	$119,786	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,317,308	TotalAmt
Program Services	$649,730	ProgramServicesAmt
Management And General	$665,369	ManagementAndGeneralAmt
Fundraising	$2,209	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$18,205	TotalAmt
Program Services	$3,596	ProgramServicesAmt
Management And General	$14,609	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$3,211,542	TotalAmt
Program Services	$2,965,622	ProgramServicesAmt
Management And General	$111,838	ManagementAndGeneralAmt
Fundraising	$134,082	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$69,838	TotalAmt
Program Services	$65,625	ProgramServicesAmt
Management And General	$3,211	ManagementAndGeneralAmt
Fundraising	$1,002	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$89,044	TotalAmt
Program Services	$69,449	ProgramServicesAmt
Management And General	$17,409	ManagementAndGeneralAmt
Fundraising	$2,186	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$4,665,077	TotalAmt
Program Services	$4,496,926	ProgramServicesAmt
Management And General	$65,999	ManagementAndGeneralAmt
Fundraising	$102,152	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$3,412	TotalAmt
Program Services	$1,955	ProgramServicesAmt
Management And General	$1,457	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$10,658,661	TotalAmt
Program Services	$10,283,875	ProgramServicesAmt
Management And General	$147,103	ManagementAndGeneralAmt
Fundraising	$227,683	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$2,628,373	TotalAmt
Program Services	$1,749,018	ProgramServicesAmt
Management And General	$859,997	ManagementAndGeneralAmt
Fundraising	$19,358	FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
ALL OTHER EXPENSES	$5,737,443	$5,423,572	$278,693	$35,178
ALUMNAE ASSOCIATION SUP	$1,452,764			$1,452,764
ALLOCATED EXPENSES	$0	$196,416	-$196,416

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$180,270,466	TotalAmt
Program Services	$150,806,921	ProgramServicesAmt
Management And General	$22,880,097	ManagementAndGeneralAmt
Fundraising	$6,583,448	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$58,270,662	BOYAmt
EOY	$55,999,189	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$16,894,058	BOYAmt
EOY	$29,450,259	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,415,425	BOYAmt
EOY	$2,243,080	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	$238,824	BOYAmt
EOY	$238,824	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$771,655	BOYAmt
EOY	$636,572	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$2,641,337	BOYAmt
EOY	$2,437,892	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$479,822,460	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$268,214,874	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$197,119,407	BOYAmt
EOY	$211,607,586	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$44,742,969	BOYAmt
EOY	$90,075,422	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$771,575,952	BOYAmt
EOY	$1,000,278,932	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$12,298,116	BOYAmt
EOY	$10,076,214	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	$6,175,830	BOYAmt
EOY	$4,633,295	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,113,144,235	BOYAmt
EOY	$1,407,677,265	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$10,920,072	BOYAmt
EOY	$13,837,390	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	$3,585,061	BOYAmt
EOY	$2,762,713	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$58,457,710	BOYAmt
EOY	$58,182,721	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	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	$36,758,111	BOYAmt
EOY	$36,310,206	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$66,862,152	BOYAmt
EOY	$66,843,905	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$47,824,954	BOYAmt
EOY	$43,260,077	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$224,408,060	BOYAmt
EOY	$221,197,012	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	$172,860,207	BOYAmt
EOY	$231,925,917	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$715,875,968	BOYAmt
EOY	$954,554,336	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$888,736,175	BOYAmt
EOY	$1,186,480,253	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,113,144,235	BOYAmt
EOY	$1,407,677,265	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$116,128,135	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$169,666,575	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$11,949,368	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$27,899,461	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$37,088,549	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$24,513,999	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$21,777,455	CurrentTaxYearMinus1YearAmt
Current Tax Year	$54,224,304	CurrentTaxYearAmt
Total	$165,503,768	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$27,899,461	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$37,088,549	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$24,513,999	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$21,777,455	CurrentTaxYearMinus1YearAmt
Current Tax Year	$54,224,304	CurrentTaxYearAmt
Total	$165,503,768	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$12,943,127	SubstantialContributorsTotAmt
Public Support Total170	$152,560,641	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$14,862,793	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$14,514,381	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$11,236,968	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$6,117,940	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,730,355	CurrentTaxYearAmt
Total	$54,462,437	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$14,842,504	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$15,547,138	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$398,911	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$281,803	CurrentTaxYearMinus1YearAmt
Current Tax Year	$64,497	CurrentTaxYearAmt
Total	$31,134,853	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$251,101,058	TotalSupportAmt
Gross Receipts Rltd Activities	$652,529,012	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.60760	PublicSupportCY170Pct
Public Support PY170	0.57070	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	GROSS SALES OF INVENTORY - 2016 AMOUNT: $ 14,842,504. 2017 AMOUNT: $ 15,547,138. 2018 AMOUNT: $ 398,911. 2019 AMOUNT: $ 281,803. 2020 AMOUNT: $ 64,497.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	VolunteersInd
Paid Staff Or Management	0	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	0	DirectContactLegislatorsInd
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$5,000	OtherActivitiesAmt
Total Lobbying Expenditures	$5,000	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1:	FormAndLineReferenceDesc
Explanation	THE COLLEGE PAYS MEMBERSHIP DUES TO ORGANIZATIONS THAT ADDRESS STATE AND FEDERAL REGULATORY ISSUES FOR THE COLLECTIVE BENEFIT OF MEMBER-INSTITUTIONS. THE ORGANIZATIONS NOTIFY THE COLLEGE OF THE APPROXIMATE AMOUNT OF MEMBERSHIP DUES USED FOR LOBBYING EXPENSE.	ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$0	RevenuesIncludedAmt
Assets Included	$16,728,140	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Coll Used Loan Or Exch Prog	Yes (X)	CollUsedLoanOrExchProgInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$789,036,745	BeginningYearBalanceAmt
Contributions	$26,392,885	ContributionsAmt
Investment Earnings Or Losses	$298,800,850	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$13,552,026	GrantsOrScholarshipsAmt
Other Expenditures	$22,976,363	OtherExpendituresAmt
Administrative Expenses	$9,652,202	AdministrativeExpensesAmt
End Year Balance	$1,068,049,889	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$794,203,693	BeginningYearBalanceAmt
Contributions	$4,962,890	ContributionsAmt
Investment Earnings Or Losses	$33,997,924	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$12,411,741	GrantsOrScholarshipsAmt
Other Expenditures	$23,641,557	OtherExpendituresAmt
Administrative Expenses	$8,074,464	AdministrativeExpensesAmt
End Year Balance	$789,036,745	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$777,739,103	BeginningYearBalanceAmt
Contributions	$8,507,067	ContributionsAmt
Investment Earnings Or Losses	$49,907,925	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$12,262,691	GrantsOrScholarshipsAmt
Other Expenditures	$22,959,616	OtherExpendituresAmt
Administrative Expenses	$6,728,095	AdministrativeExpensesAmt
End Year Balance	$794,203,693	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$729,438,097	BeginningYearBalanceAmt
Contributions	$20,696,541	ContributionsAmt
Investment Earnings Or Losses	$70,124,576	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$12,146,828	GrantsOrScholarshipsAmt
Other Expenditures	$23,051,724	OtherExpendituresAmt
Administrative Expenses	$7,321,559	AdministrativeExpensesAmt
End Year Balance	$777,739,103	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$667,564,847	BeginningYearBalanceAmt
Contributions	$5,998,824	ContributionsAmt
Investment Earnings Or Losses	$91,894,441	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$12,081,547	GrantsOrScholarshipsAmt
Other Expenditures	$15,361,432	OtherExpendituresAmt
Administrative Expenses	$8,577,036	AdministrativeExpensesAmt
End Year Balance	$729,438,097	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.17000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.30000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.53000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$28,745,893	OtherCostOrOtherBasisAmt
Book Value	$28,745,893	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$198,229,283	OtherCostOrOtherBasisAmt
Depreciation	$78,942,666	DepreciationAmt
Book Value	$119,286,617	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$118,760,772	OtherCostOrOtherBasisAmt
Depreciation	$68,751,291	DepreciationAmt
Book Value	$50,009,481	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$66,504,726	OtherCostOrOtherBasisAmt
Depreciation	$63,245,919	DepreciationAmt
Book Value	$3,258,807	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$67,581,786	OtherCostOrOtherBasisAmt
Depreciation	$57,274,998	DepreciationAmt
Book Value	$10,306,788	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$211,607,586	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
FIXED MUTUAL/COMMINGLED FUNDS	$10,087,154	F
EQUITY MUTUAL/COMINGLED FUNDS	$406,070,498	F
HEDGE FUNDS	$214,360,581	F
PRIVATE EQUITY-REAL ASSETS	$55,551,510	F
VENTURE CAPITAL	$273,534,009	F
PRIVATE EQUITY-OTHER	$37,433,674	F
OTHER	$3,241,506	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$1,000,278,932	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
INTEREST RATE SWAP LIABILITY	$4,602,756
FAS 158 PENSION LIABILITY	$4,402,539
FIN 47 CONDITIONAL ASSET RETIREMENT	$12,642,632
457(B) PENSION LIABILITY	$504,180
REFUNDABLE GOVERNMENT ADVANCES	$2,393,718
SPLIT INTEREST OBLIGATION	$18,714,252

Field	Value	IRS element (for citing)
Total Liability	$43,260,077	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$469,515,504	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$169,666,575	NetUnrealizedGainsInvstAmt
Other Revenue	$3,008,749	OtherRevenueAmt
Revenue Not Reported	$172,675,324	RevenueNotReportedAmt
Revenue Subtotal	$296,840,180	RevenueSubtotalAmt
Other Revenues Not Included	-$441,579	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$441,579	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$296,398,601	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$171,771,900	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$1,153,636	OtherExpensesIncludedAmt
Expenses Not Reported	$1,153,636	ExpensesNotReportedAmt
Expenses Subtotal	$170,618,264	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$9,652,202	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$9,652,202	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$180,270,466	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 4:	ART MUSEUM THE COLLEGE MAINTAINS MORE THAN 24,000 WORKS OF ART FROM ANTIQUITY TO THE PRESENT THAT COMPRISE THE PERMANENT COLLECTION OF THE MOUNT HOLYOKE COLLEGE ART MUSEUM (MHCAM). PARTICULAR STRENGTHS WITHIN THIS COLLECTION INCLUDE ANCIENT MEDITERRANEAN ART AND ARTIFACTS, PAINTINGS, SCULPTURE, AND DECORATIVE ART FROM EUROPE AND THE UNITED STATES, AND MODERN AND GLOBAL CONTEMPORARY ART. CATEGORIES OF SIGNIFICANT DEPTH INCLUDE PHOTOGRAPHY, GLASS, CERAMICS, PRINTS AND DRAWINGS, AND NUMISMATICS. THIS CULTURALLY AND CHRONOLOGICALLY DIVERSE COLLECTION IS AN IMPORTANT TEACHING AND LEARNING RESOURCE FOR FACULTY AND STUDENTS IN ALL DISCIPLINES, AND SERVES AS A NEXUS FOR INNOVATIVE OBJECT-BASED TEACHING AND EXPERIENTIAL LEARNING FOR THE COLLEGE, AREA SCHOOLS, AND BROADER COMMUNITIES. THE STAFF OF THE MOUNT HOLYOKE COLLEGE ART MUSEUM AIM TO SPARK INTELLECTUAL CURIOSITY AND FOSTER A LASTING PASSION FOR ART AND MATERIAL CULTURE THROUGH DIRECT ENGAGEMENT WITH THE MUSEUM'S COLLECTIONS, INCLUDING THE JOSEPH ALLEN SKINNER MUSEUM COLLECTION. IN SUPPORT OF THIS MISSION, THE MHCAM FOSTERS AN INCLUSIVE ENVIRONMENT FOR ACADEMIC EXPERIMENTATION, COMMUNITY BUILDING, AND SOCIAL ENJOYMENT.
PART V, LINE 4:	MOUNT HOLYOKE'S ENDOWMENT CONSISTS OF MORE THAN 1,750 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, INCLUDING BOTH DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE COLLEGE TO FUNCTION AS ENDOWMENTS. ABOUT 26% OF THE ENDOWMENT INCOME USED TO SUPPORT THE COLLEGE'S OPERATIONS IS UNRESTRICTED. MOST OF THE ENDOWED FUNDS CONTAIN SPECIFIC RESTRICTIONS FOR THE SUPPORT OF CRITICAL FUNCTIONS SUCH AS FINANCIAL AID FOR STUDENTS WITH DEMONSTRATED NEED, FACULTY SALARIES, LIBRARY PURCHASES, STUDENT AND FACULTY RESEARCH, INTERNSHIPS AND DEPARTMENTAL PROGRAMMING. IN FISCAL YEAR 2021, ENDOWMENT INCOME PROVIDED APPROXIMATELY 32% OF THE COLLEGE'S ANNUAL OPERATING REVENUE.
PART X, LINE 2:	THE COLLEGE IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. IN DECEMBER 2017, THE TAX CUTS AND JOBS ACT (THE "ACT") WAS ENACTED. THE ACT HAS SEVERAL PROVISIONS WHICH IMPACT THE COLLEGE INCLUDING NEW EXCISE TAXES ON NET INVESTMENT INCOME, CHANGES TO THE NET OPERATING LOSS RULES, AND THE REPORTING OF UNRELATED BUSINESS TAXABLE INCOME FOR EACH UNRELATED TRADE OR BUSINESS. THE COLLEGE IS SUBJECT TO FEDERAL EXCISE TAX IMPOSED ON PRIVATE COLLEGES AND UNIVERSITIES IF CERTAIN CONDITIONS ARE MET, INCLUDING A NON-EXEMPT USE ASSET PER STUDENT RATIO. THIS THRESHOLD WAS MET IN FISCAL YEAR 2021, AND THEREFORE THE COLLEGE WILL BE SUBJECT TO THE EXCISE TAX OF 1.4% ON NET INVESTMENT INCOME IN FISCAL YEAR 2022. AS DEFINED UNDER FEDERAL LAW, NET INVESTMENT INCOME INCLUDES INTEREST, DIVIDENDS AND NET REALIZED GAINS ON SALES OF INVESTMENTS. THE COLLEGE ASSESSES UNCERTAIN TAX POSITIONS AND DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	WILLITS HALLOWELL CENTER REVENUE 222,116. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 7,865,079. ENDOWMENT EXPENSES -9,652,202. CHANGE IN FAS PENSION OBLIGATION 4,240,805. CHANGE IN VALUE OF INTEREST RATE SWAPS 332,951.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	COST OF GOODS SOLD -58,079. FACULTY HOUSING EXPENSE -383,500.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	WILLITS HALLOWELL CENTER EXPENSE 712,057. COST OF GOODS SOLD 58,079. FACULTY HOUSING EXPENSE 383,500.
PART V, LINE 2	MOUNT HOLYOKE COLLEGE HAS ADOPTED FASB ASU 2016-14, PRESENTATION OF FINANCIAL STATEMENTS OF NOT-FOR-PROFIT ENTITIES. AS A RESULT, THE JUNE 30, 2021 AUDITED FINANCIAL STATEMENTS CLASSIFY NET ASSETS AS EITHER NET ASSETS WITHOUT DONOR RESTRICTIONS, OR NET ASSETS WITH DONOR RESTRICTIONS. FOR PURPOSES OF PART V, LINE 2, MOUNT HOLYOKE COLLEGE HAS REPORTED ITS YEAR END ENDOWMENT BALANCE WITHOUT DONOR RESTRICTIONS AS QUASI-ENDOWMENT AND ITS YEAR END BALANCE WITH DONOR RESTRICTIONS AS PERMANENT ENDOWMENT AND TERM RESTRICTED ENDOWMENT.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (1)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (1)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE E, PART I, LINE 3

THE COLLEGE FOLLOWS A NONDISCRIMINATORY POLICY TOWARD STUDENTS, FACULTY AND STAFF. THE COLLEGE'S NON-DISCRIMINATION STATEMENT IS AVAILABLE ON ITS WEBSITE LANDING PAGE. MOUNT HOLYOKE COLLEGE HAS APPROXIMATELY 2,047 STUDENTS WHO HAIL FROM 47 STATES AND 59 COUNTRIES. THE COLLEGE DEMONSTRATES ITS COMMITMENT TO DIVERSITY BY ENROLLING STUDENTS OF MINORITY GROUPS IN MEANINGFUL NUMBERS. THE RACIALLY DIVERSE STUDENT BODY CONSISTS OF APPROXIMATELY 26% WHO ARE INTERNATIONAL CITIZENS. OUT OF DOMESTIC STUDENTS, 26% IDENTIFY AS AFRICAN AMERICAN, NATIVE AMERICAN, ASIAN, LATINA, OR MULTIRACIAL.

SCHEDULE E, PART I, LINE 6

THE COLLEGE RECEIVES FEDERAL GRANTS FOR FACULTY RESEARCH AND STUDENT SCHOLARSHIPS.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (13 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	OfficesOfficesCnt	EmployeeEmployeeCnt
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	GRANT AID	$115,430
CENTRAL AMERICA AND THE CARIBBEAN	INVESTMENTS		$351,549,705
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	GRANT AID	$2,279,638
EUROPE (INCLUDING ICELAND AND GREENLAND)	PROGRAM SERVICES	GRANT AID	$162,390
EUROPE (INCLUDING ICELAND AND GREENLAND)	PROGRAM SERVICES	STUDY ABROAD	$78,178	1	1
EUROPE (INCLUDING ICELAND AND GREENLAND)	INVESTMENTS		$17,792,940
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	GRANT AID	$241,321
NORTH AMERICA	PROGRAM SERVICES	GRANT AID	$104,342
RUSSIA AND THE NEWLY INDEPENDENT STATES	PROGRAM SERVICES	GRANT AID	$117,120	0	0
SOUTH AMERICA	PROGRAM SERVICES	GRANT AID	$72,884	0	0
SOUTH ASIA	PROGRAM SERVICES	GRANT AID	$2,537,980	0	0
SUB-SAHARAN AFRICA	PROGRAM SERVICES	GRANT AID	$1,137,726	0	0
SUB-SAHARAN AFRICA	INVESTMENTS		$257,371	0	0

Field	Value	IRS element (for citing)
Subtotal Offices	1	SubtotalOfficesCnt
Subtotal Employees	1	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	1	TotalOfficeCnt
Total Employee	1	TotalEmployeeCnt
Subtotal Spent	$372,323,944	SubtotalSpentAmt
Continuation Spent	$4,123,081	ContinuationSpentAmt
Total Spent	$376,447,025	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
FINANCIAL ASSISTANCE	CENTRAL AMERICA AND THE CARIBBEAN	5	$115,430	ACCT CREDIT
FINANCIAL ASSISTANCE	EUROPE (INCLUDING ICELAND & GREENLAND)	6	$162,390	ACCT CREDIT
FINANCIAL ASSISTANCE	EAST ASIA AND THE PACIFIC	150	$2,279,638	ACCT CREDIT
FINANCIAL ASSISTANCE	MIDDLE EAST AND NORTH AFRICA	6	$241,321	ACCT CREDIT
FINANCIAL ASSISTANCE	NORTH AMERICA	4	$104,342	ACCT CREDIT
FINANCIAL ASSISTANCE	RUSSIA AND NEWLY INDEPENDENT STATES	5	$117,120	ACCT CREDIT
FINANCIAL ASSISTANCE	SOUTH AMERICA	2	$72,884	ACCT CREDIT
FINANCIAL ASSISTANCE	SOUTH ASIA	83	$2,537,980	ACCT CREDIT
FINANCIAL ASSISTANCE	SUB-SAHARAN AFRICA	35	$1,137,726	ACCT CREDIT

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	Yes (1)	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 2:

ALL FINANCIAL AID GRANTS AND SCHOLARSHIPS TO MOUNT HOLYOKE COLLEGE DEGREE-SEEKING STUDENTS WHO ARE CITIZENS OF FOREIGN COUNTRIES ARE RECORDED IN THE FINANCIAL AID MANAGEMENT SOFTWARE, POWERFAIDS, BY AMOUNT PER SEMESTER. STUDENT FINANCIAL SERVICES STAFF DETERMINE STUDENT ELIGIBILITY BASED ON A CONSISTENTLY APPLIED NEED ANALYSIS FORMULA WHICH CALCULATES THE EXPECTED FAMILY CONTRIBUTION (EFC). THE EFC IS SUBTRACTED FROM THE TOTAL COST OF ATTENDANCE TO EQUAL THE FINANCIAL AID ELIGIBILITY. THE FINANCIAL AID GRANT AMOUNT IS DETERMINED BASED ON CONSISTENTLY APPLIED PACKAGING FORMULAS TO MEET THE FULL CALCULATED NEED OF EACH STUDENT. IN ADDITION TO THE NEED BASED AID, THERE ARE SOME GRANTS THAT ARE AWARDED BASED ON MERIT OR OTHER FACTORS. FOR THE 2020-2021 ACADEMIC YEAR, THIS INCLUDED TUITION REDUCTION GRANTS ISSUED TO ALL ENROLLED UNDERGRADUATE STUDENTS. THE AMOUNT GRANTED WAS PRORATED BASED ON ENROLLMENT FOR STUDENTS BILLED AND AIDED BY CREDIT. FINANCIAL AID GRANT FUNDS ARE MONITORED THROUGH THE FINANCIAL AID MANAGEMENT SOFTWARE, POWERFAIDS. STAFF WHO WILL BE AWARDING FINANCIAL AID GRANT FUNDS ARE TRAINED TO ADHERE TO THESE POLICIES AND PROCEDURES. THE FINANCIAL AID GRANT INFORMATION IS TRANSFERRED FROM POWERFAIDS TO THE STUDENT INFORMATION SYSTEM, ELLUCIAN COLLEAGUE, VIA A REGULARLY SCHEDULED INTERFACE. WHEN ALL INSTITUTIONAL GRANT DISBURSEMENT REQUIREMENTS ARE MET, THE FUNDS ARE DISBURSED TO THE STUDENT ACCOUNT IN COLLEAGUE. THE FUNDS ARE CREDITED AGAINST ANY BILLED CHARGES THAT HAVE BEEN PREVIOUSLY POSTED. FOR THE LIMITED NUMBER OF STUDENTS WHERE THIS RESULTS IN A CREDIT BALANCE, THE CREDIT MAY BE REFUNDED TO THE STUDENT IN THE FORM OF A CHECK OR DIRECT DEPOSIT TO THE STUDENT'S U.S. BANK ACCOUNT. THE STUDENT INITIATES THIS REFUND PROCESS BY SUBMITTING A COMPLETED DISBURSEMENT FORM OR CREDIT BALANCE/REFUND REQUEST FORM. STUDENT ELIGIBILITY IS MONITORED THROUGHOUT THE PERIOD OF ENROLLMENT AND ADJUSTMENTS ARE MADE, AS NECESSARY, FOR CHANGES IN ENROLLMENT STATUS ACCORDING TO THE COLLEGE'S PUBLISHED REFUND POLICIES.

PART III ACCOUNTING METHOD:

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
TOWN OF SOUTH HADLEY
116 MAIN STREET	SOUTH HADLEY	MA	01075	046001303	115	$40,000	SUPPORT FOR FIRE DEPT CAPITAL EQUIP FUND
FIVE COLLEGES INCORPORATED
97 SPRING STREET	AMHERST	MA	010022324	046134696	501(C)(3)	$79,581	SUPPT FOR FIVE COLL CTR FOR STUDY-WLDLAN
WFCR
HAMPSHIRE HOUSE	AMHERST	MA	01003	046130523	501(C)(3)	$11,543	GEN SUPPORT FOR LOCAL PUBLIC RADIO STATN

Field	Value	IRS element (for citing)
Total501c3 Org	3	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
FIN AID&FELLOWSHIPS FOR US CITIZENS FOR TUIT,RM,BD	1612	$40,515,309
HIGHER EDUCATION EMERGENCY RELIEF FUND GRANTS	923	$1,054,804

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 2:

ALL FINANCIAL AID GRANTS AND SCHOLARSHIPS TO STUDENTS WHO ARE UNITED STATES CITIZENS ARE RECORDED IN THE FINANCIAL AID MANAGEMENT SOFTWARE, POWERFAIDS, BY AMOUNT PER SEMESTER. STUDENT FINANCIAL SERVICES STAFF DETERMINE STUDENT ELIGIBILITY BASED ON A CONSISTENTLY APPLIED NEED ANALYSIS FORMULA WHICH CALCULATES THE EXPECTED FAMILY CONTRIBUTION (EFC). THE EFC IS SUBTRACTED FROM THE TOTAL COST OF ATTENDANCE TO EQUAL THE FINANCIAL AID ELIGIBILITY. THE FINANCIAL AID GRANT AMOUNT IS DETERMINED BASED ON CONSISTENTLY APPLIED PACKAGING FORMULAS TO MEET THE FULL CALCULATED NEED OF EACH STUDENT. IN ADDITION TO THE NEED BASED AID, THERE ARE SOME GRANTS THAT ARE AWARDED BASED ON MERIT OR OTHER FACTORS. FOR THE 2020-2021 ACADEMIC YEAR, THIS INCLUDED TUITION REDUCTION GRANTS ISSUED TO ALL ENROLLED UNDERGRADUATE STUDENTS. THE AMOUNT GRANTED WAS PRORATED BASED ON ENROLLMENT FOR STUDENTS BILLED AND AIDED BY CREDIT. FINANCIAL AID GRANT FUNDS ARE MONITORED THROUGH THE FINANCIAL AID MANAGEMENT SOFTWARE, POWERFAIDS. STAFF WHO WILL BE AWARDING FINANCIAL AID GRANT FUNDS ARE TRAINED TO ADHERE TO THESE POLICIES AND PROCEDURES. THE FINANCIAL AID GRANT INFORMATION IS TRANSFERRED FROM POWERFAIDS TO THE STUDENT INFORMATION SYSTEM, ELLUCIAN COLLEAGUE, VIA A REGULARLY SCHEDULED INTERFACE. WHEN ALL INSTITUTIONAL GRANT DISBURSEMENT REQUIREMENTS ARE MET, THE FUNDS ARE DISBURSED TO THE STUDENT ACCOUNT IN COLLEAGUE. THE FUNDS ARE CREDITED AGAINST ANY BILLED CHARGES THAT HAVE BEEN PREVIOUSLY POSTED. IF THIS TRANSACTION RESULTS IN A CREDIT BALANCE, THE CREDIT MAY BE REFUNDED TO THE STUDENT IN THE FORM OF A CHECK OR DIRECT DEPOSIT TO THE STUDENT'S BANK ACCOUNT. THE STUDENT INITIATES THIS REFUND PROCESS BY SUBMITTING A COMPLETED DISBURSEMENT FORM OR CREDIT BALANCE/REFUND REQUEST FORM. STUDENT ELIGIBILITY IS MONITORED THROUGHOUT THE PERIOD OF ENROLLMENT AND ADJUSTMENTS ARE MADE, AS NECESSARY, FOR CHANGES IN ENROLLMENT STATUS ACCORDING TO THE COLLEGE'S PUBLISHED REFUND POLICIES. INFREQUENTLY AT THE DISCRETION OF THE PRESIDENT OR VICE PRESIDENT FOR FINANCE AND ADMINISTRATION, THE COLLEGE MAKES DONATIONS TO SUPPORT THE TOWN OR NONPROFIT ORGANIZATIONS. IN THESE INSTANCES, THE COLLEGE GENERALLY DOES NOT MONITOR THE ULTIMATE USE OF THE FUNDS AS THESE AMOUNTS ARE UNRESTRICTED GRANTS TO MUNICIPALITIES AND ORGANIZATIONS THAT ARE RECOGNIZED AS BEING DESCRIBED IN INTERNAL REVENUE CODE SECTION 501(C)(3). IN CERTAIN INSTANCES WHEN THE COLLEGE GRANTS FUNDS FOR SPECIFIED USE BY THE TOWN, THE COLLEGE MAINTAINS A WRITTEN AGREEMENT THAT SUCH GRANT WILL BE USED FOR THE DESIGNATED PURPOSE.

SCHEDULE I, PART III

AS A RESULT OF THE PANDEMIC, THE COLLEGE WAS AWARDED $2,903,315 FROM THE HIGHER EDUCATION EMERGENCY RELIEF FUND (HEERF) DURING THE FISCAL YEAR ENDED JUNE 30, 2021 TO PROVIDE EMERGENCY RELIEF TO STUDENTS FOR EXPENSES RELATED TO THE COVID-19 PANDEMIC. OF THE TOTAL AWARDED FOR STUDENTS, THE COLLEGE DISBURSED $1,054,804 IN FISCAL YEAR 2021. IN ADDITION, THE COLLEGE WAS AWARDED $3,688,993 FROM THE HEERF IN FISCAL YEAR 2021 TO COVER INSTITUTIONAL PANDEMIC RELATED EXPENDITURES AND REVENUE LOSS DUE TO THE PANDEMIC. THE COLLEGE UTILIZED $1,666,683 IN FISCAL YEAR 2021 TO SUPPORT SAFE CAMPUS OPERATIONS AND FINANCIAL AID TO STUDENTS.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (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
SONYA STEPHENS
PRESIDENT	$495,672	$0	$0	$0	$98,897	$0	$20,781	$0	$57,725	$0	$673,075	$0	$0	$0
ANA YANKOVA
CHIEF INVESTMENT OFFICER	$332,450	$0	$62,500	$0	$0	$0	$0	$0	$17,001	$0	$411,951	$0	$0	$0
KASSANDRA JOLLEY
VP FOR COLLEGE RELATIONS	$319,469	$0	$0	$0	$9,000	$0	$20,781	$0	$20,081	$0	$369,331	$0	$0	$0
JON WESTERN
VP FOR ACAD AFF & DEAN FACULTY	$267,551	$0	$0	$0	$0	$0	$19,498	$0	$59,828	$0	$346,877	$0	$0	$0
SHANNON GUREK
VP FOR FINANCE & ADMIN & TREASURER	$300,747	$0	$0	$0	$0	$0	$20,781	$0	$19,360	$0	$340,888	$0	$0	$0
MARCELLA RUNELL HALL
VP FOR STUD LIFE & DEAN OF STUDTS	$194,462	$0	$0	$0	$0	$0	$14,652	$0	$37,920	$0	$247,034	$0	$0	$0
ROBIN RANDALL
VP FOR ENROLLMENT MANAGEMENT	$199,127	$0	$0	$0	$0	$0	$14,948	$0	$19,437	$0	$233,512	$0	$0	$0
EVA PAUS
PROFESSOR OF ECONOMICS	$191,402	$0	$0	$0	$0	$0	$14,633	$0	$24,785	$0	$230,820	$0	$0	$0
KEITH MICHEL
ASSOCIATE VP FOR DEVELOPMENT	$190,470	$0	$0	$0	$0	$0	$14,376	$0	$22,533	$0	$227,379	$0	$0	$0
VALERIE BARR
PROFESSOR OF COMPUTER SCIENCE	$198,804	$0	$0	$0	$0	$0	$13,149	$0	$14,445	$0	$226,398	$0	$0	$0
ALEXANDER WIRTH-CAUCHON
CIO & EXEC DIR-LIB INFO & TECH SVCS	$188,302	$0	$0	$0	$0	$0	$14,158	$0	$21,441	$0	$223,901	$0	$0	$0
DOROTHY E KNIGHT-MOSBY
INTRM VP-ACAD AFF & DEAN FACULTY	$202,152	$0	$0	$0	$0	$0	$13,966	$0	$3,456	$0	$219,574	$0	$0	$0
KIJUA SANDERS-MCMURTRY
VP FOR EQUITY & INCLUSION & CDO	$173,617	$0	$0	$0	$0	$0	$13,016	$0	$11,364	$0	$197,997	$0	$0	$0
KATHERINE BINDER
PROFESSOR OF PSYCHOLOGY	$172,867	$0	$0	$0	$0	$0	$9,771	$0	$11,178	$0	$193,816	$0	$0	$0
LENORE REILLY
SECRETARY OF THE COLLEGE	$154,888	$0	$0	$0	$0	$0	$11,444	$0	$8,513	$0	$174,845	$0	$0	$0
LAURA SMIAROWSKI
INTERIM SECRETARY OF THE COLL	$128,025	$0	$0	$0	$0	$0	$9,344	$0	$19,343	$0	$156,712	$0	$0	$0
CHARLES GREENE
VP FOR COMMUNICATIONS & MKTG	$8,409	$0	$0	$0	$99,450	$0	$938	$0	$1,825	$0	$110,622	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	IN ACCORDANCE WITH THE TERMS OF HER EMPLOYMENT CONTRACT, THE COLLEGE PAID FOR TWO FIRST-CLASS FLIGHTS FOR THE PRESIDENT FOR LONG-DURATION TRIPS. THE BOARD OF TRUSTEES RECOGNIZES THE UNIQUE ROLE THE PRESIDENT AND OTHER SENIOR ADMINISTRATORS PLAY IN SUPPORTING ALUMNAE AND ADVANCEMENT ACTIVITIES, CAMPUS EVENTS, AND OTHER OFFICIAL FUNCTIONS. ACCORDINGLY, AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE COLLEGE, COLLEGE OWNED OR LEASED HOUSING IS PROVIDED TO THE PRESIDENT AND THE VICE PRESIDENT FOR STUDENT LIFE AND DEAN OF STUDENTS TO FULFILL THESE DUTIES. SUCH HOUSING PROVIDED TO THE PRESIDENT IS APPROVED BY THE BOARD OF TRUSTEES AND HOUSING PROVIDED TO OTHER SENIOR ADMINISTRATORS IS APPROVED BY THE PRESIDENT. FOR THE PRESIDENT'S HOUSE, THE COLLEGE PROVIDES CUSTODIAL PERSONNEL AND APPROPRIATE EQUIPMENT AND SUPPLIES NECESSARY TO KEEP THE RESIDENCE'S APPEARANCE AND CLEANLINESS AT ACCEPTABLE STANDARDS. THE COST FOR TIME SPENT CLEANING THE PERSONAL QUARTERS OF THE PRESIDENT'S HOUSE IS INCLUDED IN THE FORM W-2 OF THE PRESIDENT.
PART I, LINE 3	FOR A DESCRIPTION OF THE PROCESS USED TO DETERMINE THE PRESIDENT'S COMPENSATION, PLEASE REFER TO SCHEDULE O, PART VI, SECTION B, LINE 15.
PART I, LINE 4A	FORMER VICE PRESIDENT FOR COMMUNICATIONS & MARKETING, CHARLES GREENE II, RECEIVED A SEVERANCE PAYMENT OF $99,450 UPON HIS TERMINATION OF EMPLOYMENT. THIS AMOUNT IS INCLUDED IN REPORTABLE COMPENSATION IN PART VII, AND IN OTHER REPORTABLE COMPENSATION OF SCHEDULE J.
PART I, LINE 7	THE CHIEF INVESTMENT OFFICER RECEIVED A NON-FIXED PAYMENT WHICH IS REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II). THE NON-FIXED PAYMENT IS BASED ON PERFORMANCE-RELATED METRICS SET BY THE PRESIDENT AND INVESTMENT COMMITTEE.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
MA DEVELOPMENT FIN AGCY-MHC ISSUE SERIES 2016A
A	043431814	000000000	2016-03-24	$26,000,000	CONSTRUCTION	0	0	0
MA DEVELOPMENT FIN AGCY-MHC ISSUE SERIES 2016B
B	043431814	000000000	2016-11-30	$33,755,000	TO REFUND 2008 BOND ISSUE	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Capital ExpendituresCapitalExpendituresAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	RetiredRetiredAmt	Other Spent ProceedsOtherSpentProceedsAmt
A	$26,210,204	$238,907	$25,971,297	2018	Yes (1)	0	Yes (1)	Yes (1)
B	$33,755,000	$226,338			0	Yes (1)	Yes (1)	Yes (1)	$1,205,000	$33,528,662

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	0	0	0	0.00190	0.00190	0	0	Yes (1)
B	0	0	0	0			0	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	0	0	0	Yes (1)	Yes (1)	0	0	0	Yes (1)
B	0	0	0	Yes (1)	0	0	0	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART-II LINE-3

03/24/2016 $26,000,000 BOND: THE SERIES 2016A BOND WAS ISSUED IN THE STATED PRINCIPAL AMOUNT OF $26,000,000. THE TOTAL OF THIS ISSUE (PLUS THE INVESTMENT EARNINGS OF $210,204) AGREES TO THE AMOUNT REPORTED ON LINE 3 OF PART II, COLUMN A.

PART-IV LINE-2C

MA DEVELOPMENT FINANCE AGENCY-MHC ISSUE SERIES 2016A - DATE THE REBATE COMPUTATION WAS PERFORMED: 03/24/2021 MA DEVELOPMENT FINANCE AGENCY-MHC ISSUE SERIES 2016B - DATE THE REBATE COMPUTATION WAS PERFORMED: 11/30/2021 REBATE CALCULATIONS: FOR THE APPLICABLE BONDS LISTED ABOVE IN THE PART IV, ARBITRAGE, LINE 2C STATEMENT, THE COLLEGE CONTRACTED WITH A THIRD PARTY TO PREPARE THE REBATE CALCULATIONS ON THE DATES AS REPORTED ABOVE FOR EACH RESPECTIVE BOND ISSUE.

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)

Cash GrantCashGrantAmt	Type Of AssistanceTypeOfAssistanceTxt	Assistance PurposeAssistancePurposeTxt
$19,000	TUITION EXCHANGE	TUITION BENEFIT FOR CHILD
$51,952	SCHOLARSHIP	GRANT AID FOR CHILD

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ADAGE CAPITAL MANAGEMENT	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Relationship Description	TRUSTEE'S HUSBAND	RelationshipDescriptionTxt
Transaction	$1,282,484	TransactionAmt
Transaction	INVESTMENT	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART IV, LINE 1	FormAndLineReferenceDesc
Explanation	THE COLLEGE HAS INVESTED IN ADAGE CAPITAL PARTNERS LP SINCE OCTOBER, 2001. THIS INVESTMENT WAS VETTED BY CAMBRIDGE ASSOCIATES LLC, AN INDEPENDENT ADVISORY FIRM THAT PERFORMS DUE DILIGENCE AND MAKES RECOMMENDATIONS FOR INVESTMENTS. THE HUSBAND OF TRUSTEE ELIZABETH COCHARY GROSS IS A PARTNER AT ADAGE CAPITAL MANAGEMENT.	ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	231	ContributionCnt
Noncash Contributions Rpt F990	$7,675,021	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	3	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (1)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 32B:	FormAndLineReferenceDesc
Explanation	FOR GIFTS OF TANGIBLE REAL OR PERSONAL PROPERTY THAT DO NOT MEET THE COLLEGE'S MISSION OBJECTIVES, THE COLLEGE ENGAGES THE SERVICES OF AN AUCTION HOUSE OR REAL ESTATE AGENT TO SELL THE PROPERTY AND TRANSFER THE PROCEEDS TO THE COLLEGE.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 1	MOUNT HOLYOKE COLLEGE IS A HIGHLY SELECTIVE, NONDENOMINATIONAL, RESIDENTIAL, LIBERAL ARTS RESEARCH COLLEGE. THE COLLEGE'S LONG, DISTINGUISHED HISTORY OF EDUCATING LEADERS ARISES FROM A POWERFUL COMBINATION OF: ACADEMIC EXCELLENCE IN A GLOBAL LEARNING ENVIRONMENT; A TIGHT-KNIT, DIVERSE, AND INTERNATIONAL COMMUNITY; A WORLDWIDE NETWORK OF INFLUENTIAL ALUMNAE; AND THE CONVICTION THAT WOMEN CAN AND SHOULD MAKE A DIFFERENCE IN THE WORLD. AS THE FIRST OF THE SEVEN SISTERS-THE FEMALE EQUIVALENT OF THE ONCE PREDOMINATELY MALE IVY LEAGUE-MOUNT HOLYOKE HAS LED THE WAY IN WOMEN'S EDUCATION, PREPARING STUDENTS FOR PURPOSEFUL ENGAGEMENT IN THE WORLD.
FORM 990, PART III, LINE 4A	INSTRUCTION, RESEARCH, ACADEMIC SUPPORT AND LIBRARY SERVICES MOUNT HOLYOKE COLLEGE ENROLLS APPROXIMATELY 2,200 UNDERGRADUATE STUDENTS WHO BENEFIT FROM SMALL GROUP INSTRUCTION IN A DIVERSE COLLEGE COMMUNITY WITH A STUDENT-TO-FACULTY RATIO OF 10 TO 1. MOUNT HOLYOKE'S 200 ACCOMPLISHED FACULTY MEMBERS ARE INNOVATIVE TEACHERS DEDICATED TO THEIR STUDENTS. THEY ARE ALSO ACTIVE SCHOLARS, RESEARCH SCIENTISTS, AND CREATIVE ARTISTS PASSIONATE ABOUT THEIR DISCIPLINES. THE COLLEGE OFFERS 48 DEPARTMENTAL AND INTERDEPARTMENTAL MAJORS. THROUGH THE LIBERAL ARTS EDUCATION, STUDENTS EXPLORE ART, LITERATURE, LANGUAGES, PHILOSOPHY, POLITICS, HISTORY, MATHEMATICS AND SCIENCE RATHER THAN CHOOSING ONE SPECIALIZED TRACK OF STUDY. THE LIBERAL ARTS ALSO TRANSCEND THE CLASSROOM. STUDENTS GAIN A COMPLEX UNDERSTANDING OF THE WORLD IN WHICH THEY LIVE THROUGH INTERNSHIPS, STUDY ABROAD, COMMUNITY-BASED LEARNING, VOLUNTEER WORK AND INDEPENDENT RESEARCH. IN ADDITION TO ITS UNDERGRADUATE PROGRAM, THE COLLEGE, THROUGH ITS DIVISION OF PROFESSIONAL AND GRADUATE EDUCATION (PAGE), OFFERS A RANGE OF GRADUATE DEGREE PROGRAMS, INSTITUTES, AND COURSES TO SUPPORT EMERGING LEADERS, SCIENTISTS AND EDUCATORS WHO WANT TO INCREASE THEIR SCOPE OF IMPACT IN THEIR RESPECTIVE FIELDS. AN INTEGRAL PART OF THE COLLEGE COMMUNITY, LIBRARY AND INFORMATION TECHNOLOGY SERVICES FACILITATES THE CREATIVE USE OF INFORMATION AND TECHNOLOGY. IT SUPPORTS THE EDUCATIONAL PRIORITIES OF THE COLLEGE BY PROVIDING INSTRUCTION, MATERIALS, STAFF EXPERTISE AND EQUIPMENT TO SUSTAIN LEARNING, TEACHING, RESEARCH AND THE COLLEGE'S ADMINISTRATIVE FUNCTIONS.
FORM 990, PART III, LINE 4B	STUDENT SERVICES AND RESIDENTIAL LIFE THE DIVISION OF STUDENT LIFE CULTIVATES A DYNAMIC, ENGAGED AND INCLUSIVE COMMUNITY THAT ENRICHES THE STUDENT EXPERIENCE, PROMOTES WELLNESS AND BELONGING, AND SUPPORTS THE PURPOSEFUL DEVELOPMENT OF EVERY STUDENT. INCLUSION, COMPASSION, AND AUTHENTICITY ARE THE FOUNDATIONS OF MOUNT HOLYOKE'S RESIDENTIAL PROGRAM. TO THIS END, MOST RESIDENCE HALLS HOUSE MEMBERS OF ALL FOUR CLASSES ALONG WITH VIBRANT LIVING-LEARNING COMMUNITIES, INCLUDING A RESIDENCE HALL DEDICATED EXCLUSIVELY TO THE ENHANCEMENT OF THE FIRST YEAR EXPERIENCE. THE COLLEGE'S RESIDENCE HALLS ARE UNIQUE IN DESIGN AND CHARACTER AND OFFER MANY CONFIGURATIONS AS WELL AS COMMON SPACES TO MEET THE DEVELOPING NEEDS OF STUDENTS. ALONG WITH BEING COMMITTED TO ACADEMIC SUCCESS, MOUNT HOLYOKE CARES ABOUT THE OVERALL WELL BEING OF STUDENTS. THE COLLEGE OFFERS A RANGE OF HEALTH, COUNSELING, PUBLIC SAFETY, AND ACCESSIBILITY SERVICES TO SUPPORT THE NEEDS OF ITS STUDENTS. THE OFFICE OF STUDENT INVOLVEMENT SUPPORTS MORE THAN 100 STUDENT ORGANIZATIONS AND PRESENTS A WIDE ARRAY OF CULTURAL, ENTERTAINMENT AND SOCIAL EVENTS, IN ADDITION TO PROVIDING STUDENTS WITH OPPORTUNITIES FOR LEADERSHIP, SERVICE, AND ENGAGEMENT. THE OFFICE OF STUDENT INVOLVEMENT WORKS TO CREATE A VIBRANT AND INCLUSIVE CO-CURRICULAR CAMPUS LIFE THAT SUSTAINS MOUNT HOLYOKE COLLEGE STUDENTS AS SCHOLARS, AND OFFERS THEM SKILLS FOR LEADING A BALANCED LIFE.
FORM 990, PART III, LINE 4C	DINING SERVICES AT MOUNT HOLYOKE COLLEGE, DINING CONTINUES TO BE AN INTEGRAL PART OF A STUDENT'S EDUCATIONAL EXPERIENCE. THE COLLEGE'S DINING COMMONS (DC), LOCATED WITHIN ITS COMMUNITY CENTER, IS A HUB OF STUDENT LIFE WHERE COMMUNITY MEMBERS CAN CONVERSE, COLLABORATE, AND RELAX WITH ONE ANOTHER. THE DC, WHICH WAS NAMED A LEVEL 1 CERTIFIED GREEN RESTAURANT, FEATURES FIVE FOOD STATIONS THAT PROMOTE HEALTH, WELLNESS AND SUSTAINABILITY BY FOCUSING ON INTERNATIONAL CUISINE, VEGAN OPTIONS AND AVOIDING FOOD WITH ALLERGENS. WITH SEATING IN SIX DISTINCTIVE DINING ROOMS, THE DC OFFERS STUDENTS THE OPPORTUNITY TO INTERACT WITH ONE ANOTHER, AS WELL AS WITH MEMBERS OF THE ENTIRE CAMPUS COMMUNITY. THESE INTENTIONALLY DESIGNED SPACES PROVIDE STUDENTS WITH A STRONG FOUNDATION FROM WHICH TO IMAGINE AND ENVISION FUTURE POSSIBILITIES, BOTH CURRICULAR AND CO-CURRICULAR. THESE NEW SPACES NOT ONLY CONNECT STUDENTS TO EACH OTHER, BUT ALSO TO THE BEAUTY OF THE COLLEGE'S CAMPUS AND PROVIDE NEW OPPORTUNITIES FOR CREATIVE WORK, THUS MAINTAINING THE INTIMACY AND PURPOSE OF THE MOUNT HOLYOKE COMMUNITY DINING EXPERIENCE. DINING SERVICES IS RESPONSIBLE FOR ALL COMMUNITY CENTER CASH OPERATIONS, VENDING, A BAKERY, AND A WAREHOUSE. THE QUALIFIED AND EXPERIENCED CULINARY PRODUCTION AND SERVICE STAFF ARE DEDICATED TO PROVIDING FRESH, NUTRITIOUS, WELL-PREPARED FOODS AND OFFERING DIVERSE AND EXTENSIVE MENU OPTIONS FOR THE ENTIRE MOUNT HOLYOKE COLLEGE COMMUNITY.
FORM 990, PART VI, SECTION A, LINE 4	IN MAY 2021, THE BYLAWS WERE AMENDED TO REFLECT THE FOLLOWING SIGNIFICANT CHANGE: THE VICE PRESIDENT FOR ADVANCEMENT OFFICER POSITION WAS RENAMED THE VICE PRESIDENT FOR COLLEGE RELATIONS, TO BETTER ALIGN WITH THE CREATION OF THE BOARD OF TRUSTEES COLLEGE RELATIONS COMMITTEE (WHICH WAS DISCLOSED ON THE PRIOR YEAR FORM 990). ALONG WITH THIS CHANGE, THE VICE PRESIDENT FOR COMMUNICATIONS AND MARKETING POSITION WAS ELIMINATED AND CONSEQUENTLY, THOSE DUTIES AND RESPONSIBILITIES HAVE BEEN INCORPORATED INTO THE VICE PRESIDENT FOR COLLEGE RELATIONS POSITION.
FORM 990, PART VI, SECTION A, LINE 7A	MEMBERS OF THE ORGANIZATION ACCORDING TO THE COLLEGE'S BY-LAWS, FIVE TRUSTEES, KNOWN AS ALUMNAE TRUSTEES, SHALL BE ELECTED BY THE ALUMNAE IN ACCORDANCE WITH THE BY-LAWS OF THE ALUMNAE ASSOCIATION. ONE ALUMNA TRUSTEE SHALL BE ELECTED EACH YEAR TO SERVE FOR A PERIOD OF FIVE YEARS. IN ADDITION, THE PRESIDENT OF THE ALUMNAE ASSOCIATION SHALL SERVE AS A SIXTH ALUMNA TRUSTEE DURING HER TERM OF OFFICE. THE ELECTION OF TRUSTEES, OTHER THAN ALUMNAE TRUSTEES, MAY BE HELD AT ANY REGULAR OR SPECIAL MEETING PROVIDED THAT WRITTEN NOTICE OF SUCH ELECTION, INCLUDING THE NAMES OF NOMINEES, HAS BEEN MADE AT LEAST THREE DAYS PRIOR TO THE MEETING. NOMINATIONS SHALL BE MADE BY THE NOMINATING AND GOVERNANCE COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 11B	FORM 990 REVIEW ANNUAL REVIEW OF THE COLLEGE'S FORM 990 IS DELEGATED TO THE AUDIT COMMITTEE. THE NOMINATING AND GOVERNANCE COMMITTEE IS RESPONSIBLE FOR REVIEWING THE SECTIONS OF THE FORM 990 THAT PERTAIN TO COMPENSATION AND REPORTING BACK TO THE AUDIT COMMITTEE. THIS PROCESS PERMITS THE GROUP OF TRUSTEES (THE AUDIT COMMITTEE) WHO ARE MOST KNOWLEDGEABLE TO REVIEW THE DOCUMENT ON BEHALF OF THE ENTIRE BOARD. THE AUDIT COMMITTEE REPORTS ANY FINDINGS TO THE BOARD OF TRUSTEES AND THE COMPLETE COPY OF THE FORM 990 IS PROVIDED TO EACH TRUSTEE PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	MONITORING AND ENFORCEMENT OF CONFLICT POLICY THE COLLEGE REQUIRES EACH MEMBER OF THE BOARD OF TRUSTEES TO ELECTRONICALLY TRANSMIT A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY VIA THE COLLEGE'S SECURED WEBSITE. IN ADDITION, NON-TRUSTEE COMMITTEE MEMBERS, OFFICERS, AND EMPLOYEES WITH KEY RESPONSIBILITIES ARE ASKED TO ELECTRONICALLY SUBMIT CONFLICT OF INTEREST DISCLOSURE FORMS ANNUALLY. THE OFFICE OF THE PRESIDENT ENSURES THAT THE COMPLETED FORMS ARE RETURNED BY ALL TRUSTEES, AND THE OFFICE OF FINANCE AND ADMINISTRATION ENSURES THAT THE COMPLETED FORMS ARE RETURNED BY ALL NON-TRUSTEE COMMITTEE MEMBERS, OFFICERS, AND EMPLOYEES WITH KEY RESPONSIBILITIES. THE OFFICE OF FINANCE AND ADMINISTRATION COLLECTS AND RECORDS THE SUBMITTED DATA FROM THE SECURED WEBSITE. THE INFORMATION ON THE SUBMITTED FORMS IS SUMMARIZED BY THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION AND TREASURER WHO PROVIDES A COPY OF THE SUMMARY TO THE AUDIT COMMITTEE ANNUALLY. THE AUDIT COMMITTEE REVIEWS THE INFORMATION DISCLOSED AND ADVISES THE PRESIDENT AND THE CHAIR OF THE BOARD AS TO POTENTIAL CONFLICTS. THE AUDIT COMMITTEE MAY, AT ITS DISCRETION, DELEGATE THIS ANNUAL REVIEW TO THE CHAIR OF THE COMMITTEE. BY SIGNING THE ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM, EACH INDIVIDUAL AGREES TO ANSWER ANY QUESTIONS THAT BOARD MEMBERS MAY HAVE ABOUT POTENTIAL CONFLICTS.
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION REVIEW AND APPROVAL ANNUALLY, THE HUMAN RESOURCES DEPARTMENT ASSEMBLES COMPARATIVE SALARY DATA FOR ALL SENIOR/EXECUTIVE POSITIONS AT THE COLLEGE INCLUDING: PRESIDENT AND ALL VICE PRESIDENTS, CHIEF INVESTMENT OFFICER, AND THE SECRETARY OF THE COLLEGE. THIS PROCESS WAS LAST UNDERTAKEN IN MAY 2021 FOR EACH OF THE POSITIONS MENTIONED ABOVE. SALARY DATA FOR THESE EXECUTIVE POSITIONS IS COMPILED FROM THE ADMINISTRATORS IN HIGHER EDUCATION SALARIES SURVEY CONDUCTED ANNUALLY BY THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES (CUPA -HR) AND ASSEMBLED AND ANALYZED USING SEVERAL VIEWS (25TH AND 75TH PERCENTILES, MEDIAN, AND MEAN) FOR SALARY DATA FROM ALL PRIVATE INDEPENDENT INSTITUTIONS HAVING A SIMILAR ENDOWMENT VALUE AND FALLING WITHIN A COMPARABLE BUDGET QUARTILE AS THAT OF MOUNT HOLYOKE COLLEGE. IN ADDITION, MOUNT HOLYOKE COLLEGE PARTICIPATES IN A SURVEY ON EXECUTIVE TOTAL COMPENSATION, WHICH IS CONDUCTED ANNUALLY BY A THIRD PARTY COMPENSATION CONSULTANT (CURRENTLY CONDUCTED BY SULLIVAN, COTTER & ASSOCIATES). TWENTY -SEVEN OF THE COLLEGE'S PEER INSTITUTIONS ALSO PARTICIPATE IN THIS SURVEY. SALARY DATA FROM THIS SURVEY IS ANALYZED IN A SIMILAR FASHION TO THE CUPA-HR DATA. THIS SALARY DATA, ALONG WITH SALARIES OF CURRENT MOUNT HOLYOKE COLLEGE INCUMBENTS, IS ASSEMBLED AND SHARED WITH THE CHAIR OF THE BOARD OF TRUSTEES AND WITH THE CHAIR OF THE NOMINATING AND GOVERNANCE COMMITTEE. THE DATA IS THEN PRESENTED TO THE FULL NOMINATING AND GOVERNANCE COMMITTEE FOR DISCUSSION AND DECISION ON WHAT SALARY ADJUSTMENTS, IF ANY, WILL BE MADE. THE CHAIR OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE REVIEW OF PERFORMANCE OF THE PRESIDENT. THE PRESIDENT IS RESPONSIBLE FOR OVERSIGHT OF PERFORMANCE MANAGEMENT FOR THE VICE PRESIDENTS AND THE CHIEF INVESTMENT OFFICER. WITH REGARD TO THE CHIEF INVESTMENT OFFICER'S PERFORMANCE-BASED COMPENSATION, THE PRESIDENT AND INVESTMENT COMMITTEE (IC) REVIEW HER PERFORMANCE IN ACCORDANCE WITH ESTABLISHED METRICS. WITH REGARD TO THE PRESIDENT'S COMPENSATION, IN ADDITION TO COMPARATIVE PEER SALARY DATA, THE HUMAN RESOURCES DEPARTMENT ALSO ASSEMBLES A SUMMARY REPORT OF PRESIDENTIAL "TOTAL" SALARY. THIS REPORT IS ALSO REVIEWED BY AND DISCUSSED WITH THE NOMINATING AND GOVERNANCE COMMITTEE AND IS DISCUSSED WITH THE ENTIRE BOARD IN THEIR EXECUTIVE SESSION. THE PROCESS FOR DETERMINING THE COMPENSATION OF THE COLLEGE'S OFFICERS MEETS THE THREE REQUIREMENTS OF THE REBUTTABLE PRESUMPTION STANDARD. THE COMPENSATION ARRANGEMENTS ARE APPROVED IN ADVANCE BY THE ORGANIZATION'S NOMINATING AND GOVERNANCE COMMITTEE. THE COMMITTEE IS APPOINTED BY THE BOARD OF TRUSTEES FOR THE PURPOSE OF ASSISTING THE BOARD IN FULFILLING ITS RESPONSIBILITY TO THE COLLEGE AND THE COMMUNITY TO ENSURE THE COMPENSATION IS IN ACCORDANCE WITH THE COLLEGE'S POLICIES. AS MENTIONED, PRIOR TO MAKING ANY COMPENSATION DECISIONS, THE NOMINATING AND GOVERNANCE COMMITTEE OBTAINS AND RELIES UPON APPROPRIATE DATA AS TO COMPARABILITY. THE COMMITTEE UTILIZES COMPENSATION SURVEYS THAT INCLUDE COMPARABLE INSTITUTIONS TO SET COMPENSATION LEVELS. FINALLY, THE NOMINATING AND GOVERNANCE COMMITTEE ADEQUATELY AND TIMELY DOCUMENTS THE BASIS FOR SETTING COMPENSATION CONCURRENTLY WITH THE MAKING OF THE DETERMINATION.
FORM 990, PART VI, SECTION C, LINE 19	AVAILABILITY OF DOCUMENTS THE COLLEGE MAKES ITS BY-LAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA THE MOUNT HOLYOKE COLLEGE WEBSITE. IN ADDITION, THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE WEBSITE OF THE MASSACHUSETTS ATTORNEY GENERAL.
FORM 990, PART XI, LINE 9:	WILLITS HALLOWELL CENTER SUPPORT -489,467. CHANGE IN VALUE OF INTEREST RATE SWAPS 332,951. CHANGE IN FAS 158 PENSION LIABILITY 4,240,805. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 7,865,079.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	COLLEGIATE CATALYST FUND LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	63 MOUNTAIN VIEW DR STE 301 3RD FL	AddressLine1Txt
City	COLCHESTER	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05446	ZIPCd

Field	Value	IRS element (for citing)
EIN	043793835	EIN
Primary Activities	CAPTIVE INSURANCE	PrimaryActivitiesTxt
Legal Domicile State	VT	LegalDomicileStateCd
Total Income	$146,517	TotalIncomeAmt
End Of Year Assets	$770,065	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	TRUSTEES OF MOUNT HOLYOKE COLLEGE	BusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Direct Controlling NADirectControllingNACd
WILLITS HALLOWELL CENTER INC
C/O MOUNT HOLYOKE COLLEGE 50 COLLEG	SOUTH HADLEY	MA	01075	042565823	MHC MEETINGS	MA	501(C)(3)	LINE 12B,II	MHC	Yes (1)
ALUMNAE ASSOC OF MOUNT HOLYOKE COLLEGE
C/O MOUNT HOLYOKE COLLEGE 50 COLLEG	SOUTH HADLEY	MA	01075	042105894	ALUMNAE NETWORK	MA	501(C)(3)	LINE 12A, I		0	N/A
ASSOCIATED KYOTO PROGRAM INC
C/O OBERLIN COLLEGE 70 N PROFESSOR	OBERLIN	OH	44074	042996114	EDUCATION EXCHANGE	MA	501(C)(3)	LINE12C, III		0	N/A
CENTER REDEVELOPMENT CORPORATION
17 COLLEGE STREET	SOUTH HADLEY	MA	01075	042939950	REAL ESTATE	MA	501(C)(3)	LINE 12A, I	MHC	Yes (1)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER UNITRUSTS (19)
C/O MOUNT HOLYOKE COLLEGE 50 COLLEG	SOUTH HADLEY	MA	01075	CHARITABLE TRUST	MA	MHC	T	Yes (1)
PERPETUAL TRUST (1)
C/O MOUNT HOLYOKE COLLEGE 50 COLLEG	SOUTH HADLEY	MA	01075	CHARITABLE TRUST	MA	MHC	T	Yes (1)
POOLED INCOME FUNDS (2)
C/O MOUNT HOLYOKE COLLEGE 50 COLLEG	SOUTH HADLEY	MA	01075	CHARITABLE TRUST	MA	MHC	T	Yes (1)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (6 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
WILLITS HALLOWELL CENTER
L	$135,284	OVERHEAD ALLOCATION
WILLITS HALLOWELL CENTER
M	$3,412	INTERNAL SALES
WILLITS HALLOWELL CENTER
N	$350,000	ESTIMATED FMV- BUILDING
WILLITS HALLOWELL CENTER
R	$489,467	WILLITS SUBSIDY
POOLED INCOME FUNDS (2)
S	$829,209	MANDATORY TRANSFERS
CHARITABLE REMAINDER UNITRUSTS (19)
S	$361,253	MANDATORY TRANSFERS