CORPORATION OF HAVERFORD COLLEGE: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: CORPORATION OF HAVERFORD COLLEGE (EIN 23-6002304)
Tax period: 2019-07-01 to 2020-06-30
Filed: 2021-03-19
IRS object ID: 202110789349301101
Schema version: 2019v5.2
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 G
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-03-19T09:46:00-05:00	ReturnTs
Tax Period End	2020-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	263753134	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CBIZ MHM LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	500 BOYLSTON STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02116	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2019-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	236002304	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CORPORATION OF HAVERFORD COLLEGE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CORP	BusinessNameControlTxt
Phone	6108961223	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	370 LANCASTER AVENUE	AddressLine1Txt
City	HAVERFORD	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	190411392	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MITCHELL L WEIN	PersonNm
Person Title	SR VP ADMIN/FINANCE, TREASURER	PersonTitleTxt
Phone	6108961223	PhoneNum
Signature	2021-03-18	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CRAIG KLEIN	PreparerPersonNm
PTIN	P00734640	PTIN
Phone	6177610600	PhoneNum
Preparation	2021-03-18	PreparationDt

Field	Value	IRS element (for citing)
Tax	2019	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	HAVERFORD COLLEGE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	WENDY E RAYMOND	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	370 LANCASTER AVENUE	AddressLine1Txt
City	HAVERFORD	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	190411392	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$259,362,422	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.HAVERFORD.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1833	FormationYr
Legal Domicile State	PA	LegalDomicileStateCd
Activity Or Mission	LEADING LIBERAL ARTS COLLEGE KNOWN FOR: ACADEMIC RIGOR, HONOR CODE & A BEAUTIFUL ARBORETUM CAMPUS	ActivityOrMissionDesc
Voting Members Governing Body	32	VotingMembersGoverningBodyCnt
Voting Members Independent	31	VotingMembersIndependentCnt
Total Employee	1964	TotalEmployeeCnt
Total Volunteers	1045	TotalVolunteersCnt
Total Gross UBI	-$1,180,276	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$24,190,117	PYContributionsGrantsAmt
CY Contributions Grants	$22,218,402	CYContributionsGrantsAmt
PY Program Service Revenue	$98,882,983	PYProgramServiceRevenueAmt
CY Program Service Revenue	$100,147,083	CYProgramServiceRevenueAmt
PY Investment Income	$25,667,646	PYInvestmentIncomeAmt
CY Investment Income	$16,352,944	CYInvestmentIncomeAmt
PY Other Revenue	$669,796	PYOtherRevenueAmt
CY Other Revenue	$52,764	CYOtherRevenueAmt
PY Total Revenue	$149,410,542	PYTotalRevenueAmt
CY Total Revenue	$138,771,193	CYTotalRevenueAmt
PY Grants And Similar Paid	$31,297,550	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$32,166,983	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$61,296,772	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$64,244,869	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$4,088,601	CYTotalFundraisingExpenseAmt
PY Other Expenses	$46,570,760	PYOtherExpensesAmt
CY Other Expenses	$44,151,364	CYOtherExpensesAmt
PY Total Expenses	$139,165,082	PYTotalExpensesAmt
CY Total Expenses	$140,563,216	CYTotalExpensesAmt
PY Revenues Less Expenses	$10,245,460	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$1,792,023	CYRevenuesLessExpensesAmt
Total Assets BOY	$774,945,833	TotalAssetsBOYAmt
Total Assets EOY	$752,081,702	TotalAssetsEOYAmt
Total Liabilities BOY	$171,182,145	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$176,390,872	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$603,763,688	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$575,690,830	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	HAVERFORD COLLEGE IS COMMITTED TO PROVIDING A LIBERAL ARTS EDUCATION IN THE BROADEST SENSE. THIS EDUCATION, BASED ON A RICH ACADEMIC CURRICULUM AT ITS CORE, IS DISTINGUISHED BY A COMMITMENT TO EXCELLENCE AND A CONCERN FOR INDIVIDUAL GROWTH. HAVERFORD HAS CHOSEN TO REMAIN SMALL AND TO FOSTER A CLOSE STUDENT/FACULTY RELATIONSHIP TO ACHIEVE THESE OBJECTIVES. THE COLLEGE'S RIGOROUS ACADEMIC PROGRAM IS FLEXIBLE IN FORM AND CONTENT TO MEET THE NEEDS OF INDIVIDUAL STUDENTS, AND RESTS ON THE ASSUMPTION THAT THE ABLE STUDENTS WHO COME HERE WILL USE THEIR CAPABILITIES FULLY. HAVERFORD'S FACULTY IS NOTED FOR ITS STRENGTH IN BOTH SCHOLARSHIP AND TEACHING, AND ITS MEMBERS EXPECT TO TRANSMIT TO STUDENTS THEIR ENTHUSIASM AND HIGH STANDARDS. THE FACULTY MEMBERS ARETEACHING AT AN UNDERGRADUATE COLLEGE OF ARTS AND SCIENCES BY CHOICE, AND THEY EXPECT TO LEARN, AS WELL AS TO TEACH, IN THIS CLOSE RELATIONSHIP WITH UNDERGRADUATES.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$82,522,758	ExpenseAmt
Grant	$32,166,983	GrantAmt
Revenue	$76,893,113	RevenueAmt
Desc	THE COLLEGE'S ACADEMIC RELATED EXPENDITURES INCLUDE INSTRUCTION (UNDERGRADUATE LIBERAL ARTS), ACADEMIC SUPPORT, FINANCIAL AID, AND RESEARCH EXPENDITURES. THESE EXPENSES SUPPORTED 1,419 STUDENT FTE AND 175.4 FACULTY FTE. THE COLLEGE CONFERRED 324 DEGREES IN 19/20. RESEARCH STIPENDS TOTALING $579,810 WERE AWARDED TO 261 STUDENTS. THE MAJORITY OF RESEARCH AWARDS ARE IN THE NATURAL SCIENCES. FEDERAL FUNDS SUPPORTED 23 GRANTS. OTHER SUPPORT FOR RESEARCH COMES FROM PRIVATE FOUNDATIONS, DONOR DESIGNATED FUNDS AND INTERNALLY DESIGNATED (UNRESTRICTED) FUNDS.THE COLLEGE ALSO SPENT FUNDS ON FINANCIAL AID: HAVERFORD COLLEGE GRANTS TOTALING $29,082,071 WERE AWARDED TO 632 STUDENTS AND FSEOG GRANTS TOTALING $191,870 WERE RECEIVED BY 101 STUDENTS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$20,905,116	ExpenseAmt
Revenue	$20,516,761	RevenueAmt
Desc	AUXILIARY ENTERPRISES (DORMS, DINING CENTER, FACULTY HOUSING, AND CONFERENCE PROGRAM) HAVERFORD IS A RESIDENTIAL INSTITUTION WHERE MOST OF THE STUDENT BODY LIVE ON CAMPUS AND ACTIVELY PARTICIPATES IN CAMPUS LIFE. THE DORMS HOUSED AN AVERAGE OF 1,292 STUDENTS; AND AN AVERAGE OF 1,164 WERE ON A MEAL PLAN. HAVERFORD PROVIDED 69 SPACES FOR RENT TO THE FACULTY TO FOSTER EDUCATIONAL INTERACTION WITH STUDENTS.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$16,888,374	ExpenseAmt
Revenue	$307,175	RevenueAmt
Desc	STUDENT SERVICES - DEAN, REGISTRAR, COUNSELING, CAREER DEVELOPMENT, HEALTH SERVICES, ATHLETICS, DISABILITY SERVICES, SECURITY AND MISCELLANEOUS SERVICES. WHILE THESE OFFICES SUPPORT STUDENT HEALTH, DEVELOPMENT AND WELL-BEING IN DIFFERENT WAYS, THEY ALL SHARE AN APPROACH THAT IS BASED ON RESPECT FOR STUDENT CHOICES AND A FUNDAMENTAL COMMITMENT TO THE IMPORTANCE OF EDUCATION IN THE DECISION-MAKING PROCESS. THE STAFF OF THESE OFFICES ARE COMMITTED TO HELPING STUDENTS ACHIEVE THEIR POTENTIAL BOTH AS INDIVIDUALS AND AS MEMBERS OF THE COMMUNITY. THE RECENT 6-YEAR GRADUATION RATES FOR THE COLLEGE HAVE BEEN 90% OR HIGHER. BASED ON THE ENTIRE CLASS OF 2019, 14% PROCEEDED DIRECTLY TO GRADUATE/PROFESSIONAL SCHOOL AND 69% WERE EMPLOYED, UNDERTAKING VOLUNTEER WORK OR AWARDED A FELLOWSHIP WITHIN SIX MONTHS OF GRADUATION. IN ADDITION, HAVERFORD COLLEGE GRADUATES EARNED A TOTAL OF 426 DOCTORATES FOR THE 10 YEAR PERIOD (2008-2017), WHICH EQUATES TO A 14.4% RATE OF DOCTORAL PRODUCTION. THIS RATE PLACES HAVERFORD COLLEGE 7TH AMONG ALL LIBERAL ARTS COLLEGES FOR THIS TIME PERIOD.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$120,316,248	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	Yes (1)	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	Yes (1)	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	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (1)	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	Yes (1)	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	Yes (1)	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (1)	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	2470	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	1964	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	UK	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
DAF Excess Business Holdings	0	DAFExcessBusinessHoldingsInd
Taxable Distributions	0	TaxableDistributionsInd
Distribution To Donor	0	DistributionToDonorInd
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	32	GoverningBodyVotingMembersCnt
Independent Voting Member	31	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	MITCHELL L WEIN	PersonNm
Phone	6108961223	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	370 LANCASTER AVENUE	AddressLine1Txt
City	HAVERFORD	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	190411392	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (49 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
MARK G ANDERSON
BOARD OF MANAGERS	2.00	Yes (X)	$0	$0	$0
STEVEN L BEGLEITER
BOARD OF MANAGERS	2.00	Yes (X)	$0	$0	$0
SETH P BERNSTEIN
BOARD OF MANAGERS	2.00	Yes (X)	$0	$0	$0
JAMES L BOYER
BOARD OF MANAGERS	2.00	Yes (X)	$0	$0	$0
ANJAN K CHATTERJEE
BOARD OF MANAGERS	2.00	Yes (X)	$0	$0	$0
JONATHAN WOOD EVANS
BOARD OF MANAGERS	2.00	Yes (X)	$0	$0	$0
JONATHAN M GAMSE
BOARD OF MANAGERS	2.00	Yes (X)	$0	$0	$0
CHRISTOPHER T GANT
BOARD OF MANAGERS	2.00	Yes (X)	$0	$0	$0
BRUCE D GORCHOW
BOARD OF MANAGERS	2.00	Yes (X)	$0	$0	$0
CLAUDIA L HAMMERMAN
BOARD OF MANAGERS	2.00	Yes (X)	$0	$0	$0
ROGER B KAFKER
BOARD OF MANAGERS	2.00	Yes (X)	$0	$0	$0
DON LIU
BOARD OF MANAGERS	2.00	Yes (X)	$0	$0	$0
BEATRICE MITCHELL
BOARD OF MANAGERS	2.00	Yes (X)	$0	$0	$0
NORVAL D REECE
BOARD OF MANAGERS	2.00	Yes (X)	$0	$0	$0
HENRY J RITCHOTTE
BOARD OF MANAGERS	2.00	Yes (X)	$0	$0	$0
ANN V SATTERTHWAITE
BOARD OF MANAGERS	2.00	Yes (X)	$0	$0	$0
SHIBU SHIBULAL
BOARD OF MANAGERS	2.00	Yes (X)	$0	$0	$0
JANE SILBER
BOARD OF MANAGERS	2.00	Yes (X)	$0	$0	$0
JOHN SPEARS
BOARD OF MANAGERS	2.00	Yes (X)	$0	$0	$0
JOHN R TAYLOR
BOARD OF MANAGERS	2.00	Yes (X)	$0	$0	$0
VINCE WARREN
BOARD OF MANAGERS	2.00	Yes (X)	$0	$0	$0
DAVID WERTHEIMER
BOARD OF MANAGERS	2.00	Yes (X)	$0	$0	$0
ALLAN 'RICK' WHITE III
BOARD OF MANAGERS	2.00	Yes (X)	$0	$0	$0
JERRY WILLIAMS
BOARD OF MANAGERS	2.00	Yes (X)	$0	$0	$0
NANCY WOLFSON
BOARD OF MANAGERS	2.00	Yes (X)	$0	$0	$0
PAUL ZOIDIS
BOARD OF MANAGERS	2.00	Yes (X)	$0	$0	$0
CHARLES G BEEVER
CHAIR, BOARD OF MANAGERS	2.00	Yes (X)	$0	$0	$0	Yes (X)
GARRY W JENKINS
VICE CHAIR, BOARD OF MANAGERS	2.00	Yes (X)	$0	$0	$0	Yes (X)
GINNY CHRISTENSEN
SECRETARY, BOARD OF MANAGERS	2.00	Yes (X)	$0	$0	$0	Yes (X)
AMY TAYLOR BROOKS
BOARD OF MANAGERS, CLERK	2.00	Yes (X)	$0	$0	$0	Yes (X)
JENNIFER S PERKINS
BOARD OF MANAGERS, ASSISTANT CLERK	2.00	Yes (X)	$0	$0	$0	Yes (X)
WENDY RAYMOND
PRESIDENT	50.00	Yes (X)	$310,730	$0	$67,545	Yes (X)
MITCHELL L WEIN
SR. VP ADMIN/FINANCE, TREASURER	50.00		$353,004	$0	$68,969	Yes (X)
MICHAEL H CASEL
CHIEF INVEST OFFICER, ASST TREASURER	50.00		$301,305	$0	$66,404	Yes (X)
ANN FIGUEREDO
VP INST ADVANCEMENT, ASST SECRETARY	50.00		$249,636	$0	$60,723	Yes (X)
JESSE H LYTLE
VP/CHIEF OF STAFF, ASST SECRETARY	50.00		$149,307	$0	$47,141	Yes (X)
DEBORAH FULLAM
ASSOCIATE VP, ASST TREASURER	50.00		$158,492	$0	$30,795	Yes (X)
TERRI ALBERTSON
AVP FINANCE, CONTROLLER, ASST TREAS	50.00		$159,212	$0	$44,924	Yes (X)
JESS H LORD
VP/DEAN OF ADMISSIONS/FINANCIAL AID	50.00		$203,556	$0	$49,250		Yes (X)
FRANCES ROSE BLASE
PROVOST	50.00		$194,514	$0	$51,403		Yes (X)
MEGAN E FITCH
CHIEF INFORMATION OFFICER	50.00		$187,009	$0	$33,009		Yes (X)
MARTHA DENNEY
DEAN OF COLLEGE	50.00		$183,070	$0	$57,895		Yes (X)
DONALD B CAMPBELL JR
DIRECTOR OF FACILITIES MANAGEMENT	50.00		$158,125	$0	$19,516		Yes (X)
ASHOK GANGADEAN
PROFESSOR	50.00		$171,272	$0	$38,193			Yes (X)
RICHARD FREEDMAN
PROFESSOR	50.00		$172,080	$0	$55,590			Yes (X)
ANNE PRESTON
PROFESSOR	50.00		$170,917	$0	$40,469			Yes (X)
LINDA GERSTEIN
PROFESSOR	50.00		$177,521	$0	$29,834			Yes (X)
PAUL SMITH
PROFESSOR	50.00		$168,019	$0	$35,771			Yes (X)
KIMBERLY BENSTON
FORMER PRESIDENT	50.00		$347,011	$0	$85,275				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,814,780	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$882,706	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	80	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
THE WHITING-TURNER CONTRACTING COMPANY
300 EAST JOPPA ROAD 8TH FLOOR	BALTIMORE	MD	21286	CONTRACTOR SERVICES	$16,004,255
WILLIAM RAWN ASSOCIATES ARCHITECTS INC
10 POST OFFICE SQUARE SUITE 1010	BOSTON	MA	02109	ARCHITECTURAL SERVICES	$1,041,778
CAMBRIDGE ASSOCIATES LLC
125 HIGH STREET	BOSTON	MA	02110	INVESTMENT ADVISING AND REPORTING	$524,025
PERRY DEAN ROGERS & PARTNERS ARCHITEC
177 MILK STREET	BOSTON	MA	02109	ARCHITECTURAL SERVICES	$473,100
DELRAN BUILDERS COMPANY INC
7909 FLOURTOWN AVENUE	WYNDMOOR	PA	19038	CONTRACTOR SERVICES	$455,384

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	35	CntrctRcvdGreaterThan100KCnt
Government Grants	$2,198,011	GovernmentGrantsAmt
All Other Contributions	$20,020,391	AllOtherContributionsAmt
Noncash Contributions	$6,129,569	NoncashContributionsAmt
Total Contributions	$22,218,402	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	ExclusionExclusionAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION & FEES	611310	$77,451,281	$77,451,281
AUXILLIARY - DORMITORIES/HCA	900099	$10,650,330	$10,650,330
AUXILLIARY - DINING CENTER	900099	$7,117,845	$5,753,463	$1,364,382
GRANT CONTRACTS	900099	$1,695,692	$1,695,692
CONFERENCES	900099	$1,024,166		$1,004,751	$19,415

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,207,769	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,207,769	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$100,147,083	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,507,832	TotalRevenueColumnAmt
Unrelated Business Revenue	-$1,097,483	UnrelatedBusinessRevenueAmt
Exclusion	$7,605,315	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$19,877	TotalRevenueColumnAmt
Exclusion	$19,877	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$86,025	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$86,025	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$86,025	TotalRevenueColumnAmt
Exclusion	$86,025	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$129,806,892	SecuritiesAmt
Other	$9,543	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$119,991,200	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$9,815,692	SecuritiesAmt
Other	$9,543	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,825,235	TotalRevenueColumnAmt
Unrelated Business Revenue	-$102,208	UnrelatedBusinessRevenueAmt
Exclusion	$9,927,443	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$18,225	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$10,000	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,225	TotalRevenueColumnAmt
Exclusion	$8,225	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$548,543	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$590,029	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$41,486	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$41,486	RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$138,771,193	TotalRevenueColumnAmt
Related Or Exempt Func Income	$97,717,049	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$1,180,276	UnrelatedBusinessRevenueAmt
Exclusion	$20,016,018	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$35,368	TotalAmt
Program Services	$35,368	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$30,811,189	TotalAmt
Program Services	$30,811,189	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$1,320,426	TotalAmt
Program Services	$1,320,426	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$4,904,252	TotalAmt
Program Services	$3,211,306	ProgramServicesAmt
Management And General	$1,105,310	ManagementAndGeneralAmt
Fundraising	$587,636	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$43,590,391	TotalAmt
Program Services	$33,893,576	ProgramServicesAmt
Management And General	$7,634,055	ManagementAndGeneralAmt
Fundraising	$2,062,760	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$4,157,567	TotalAmt
Program Services	$3,237,226	ProgramServicesAmt
Management And General	$511,061	ManagementAndGeneralAmt
Fundraising	$409,280	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$8,754,270	TotalAmt
Program Services	$4,903,440	ProgramServicesAmt
Management And General	$3,598,611	ManagementAndGeneralAmt
Fundraising	$252,219	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$2,838,389	TotalAmt
Program Services	$2,206,979	ProgramServicesAmt
Management And General	$468,298	ManagementAndGeneralAmt
Fundraising	$163,112	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$705,928	TotalAmt
Program Services	$17,650	ProgramServicesAmt
Management And General	$687,378	ManagementAndGeneralAmt
Fundraising	$900	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$224,641	TotalAmt
Management And General	$224,641	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$665,800	TotalAmt
Management And General	$665,800	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$4,362,289	TotalAmt
Program Services	$2,798,835	ProgramServicesAmt
Management And General	$1,520,322	ManagementAndGeneralAmt
Fundraising	$43,132	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$57,414	TotalAmt
Program Services	$41,492	ProgramServicesAmt
Management And General	$15,798	ManagementAndGeneralAmt
Fundraising	$124	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,682,644	TotalAmt
Program Services	$1,165,121	ProgramServicesAmt
Management And General	$1,387,487	ManagementAndGeneralAmt
Fundraising	$130,036	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$2,097,882	TotalAmt
Program Services	$1,176,036	ProgramServicesAmt
Management And General	$747,547	ManagementAndGeneralAmt
Fundraising	$174,299	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$4,737,199	TotalAmt
Program Services	$2,070,906	ProgramServicesAmt
Management And General	$2,664,463	ManagementAndGeneralAmt
Fundraising	$1,830	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,465,693	TotalAmt
Program Services	$1,300,176	ProgramServicesAmt
Management And General	$89,289	ManagementAndGeneralAmt
Fundraising	$76,228	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,240,153	TotalAmt
Program Services	$927,621	ProgramServicesAmt
Management And General	$243,246	ManagementAndGeneralAmt
Fundraising	$69,286	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$6,431,455	TotalAmt
Program Services	$6,054,572	ProgramServicesAmt
Management And General	$376,883	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$8,842,645	TotalAmt
Program Services	$8,324,466	ProgramServicesAmt
Management And General	$518,179	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$890,761	TotalAmt
Program Services	$650,888	ProgramServicesAmt
Management And General	$239,873	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
SUPPLIES	$2,185,736	$1,256,543	$917,032	$12,161
STUDY ABROAD EXPENSES	$1,884,203	$1,884,203
DINING SERVICES - FOOD	$1,743,076	$1,743,076
LIBRARY	$1,500,418	$1,500,418

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,433,427	TotalAmt
Program Services	$9,784,735	ProgramServicesAmt
Management And General	-$7,456,906	ManagementAndGeneralAmt
Fundraising	$105,598	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$140,563,216	TotalAmt
Program Services	$120,316,248	ProgramServicesAmt
Management And General	$16,158,367	ManagementAndGeneralAmt
Fundraising	$4,088,601	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$8,156,417	BOYAmt
EOY	$3,794,577	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$10,188,027	BOYAmt
EOY	$16,987,408	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$12,295,554	BOYAmt
EOY	$8,675,429	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$3,542,485	BOYAmt
EOY	$4,377,316	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$246,662	BOYAmt
EOY	$233,840	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$693,109	BOYAmt
EOY	$1,217,082	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$578,551	BOYAmt
EOY	$49,198	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$676,138	BOYAmt
EOY	$759,032	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$357,818,347	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$168,620,212	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$185,537,607	BOYAmt
EOY	$189,198,135	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$184,631,572	BOYAmt
EOY	$132,080,374	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$368,293,537	BOYAmt
EOY	$394,599,189	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$106,174	BOYAmt
EOY	$110,122	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$774,945,833	BOYAmt
EOY	$752,081,702	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$7,714,944	BOYAmt
EOY	$8,413,440	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$1,549,686	BOYAmt
EOY	$2,750,841	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$146,314,073	BOYAmt
EOY	$144,874,058	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$15,603,442	BOYAmt
EOY	$20,352,533	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$171,182,145	BOYAmt
EOY	$176,390,872	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	$154,771,827	BOYAmt
EOY	$160,764,056	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$448,991,861	BOYAmt
EOY	$414,926,774	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$603,763,688	BOYAmt
EOY	$575,690,830	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$774,945,833	BOYAmt
EOY	$752,081,702	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$1,792,023	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$21,420,443	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$4,860,392	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)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

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	$31,941,484	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$30,401,725	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$35,893,537	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$24,190,117	CurrentTaxYearMinus1YearAmt
Current Tax Year	$22,218,402	CurrentTaxYearAmt
Total	$144,645,265	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$31,941,484	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$30,401,725	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$35,893,537	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$24,190,117	CurrentTaxYearMinus1YearAmt
Current Tax Year	$22,218,402	CurrentTaxYearAmt
Total	$144,645,265	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$23,706,717	SubstantialContributorsTotAmt
Public Support Total170	$120,938,548	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$5,869,751	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,445,467	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$5,645,416	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$7,426,167	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,711,217	CurrentTaxYearAmt
Total	$30,098,018	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$90,366	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$277,951	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$15,619	CurrentTaxYearMinus1YearAmt
Current Tax Year	$12,694	CurrentTaxYearAmt
Total	$396,630	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$4,654	CurrentTaxYearMinus3YearsAmt
Current Tax Year	$18,225	CurrentTaxYearAmt
Total	$22,879	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$175,162,792	TotalSupportAmt
Gross Receipts Rltd Activities	$470,687,378	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.69040	PublicSupportCY170Pct
Public Support PY170	0.67730	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	OTHER REVENUE - 2016 AMOUNT: $ 4,654. FUNDRAISING REVENUE - 2019 AMOUNT: $ 18,225.	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	$0	OtherActivitiesAmt
Total Lobbying Expenditures	$0	TotalLobbyingExpendituresAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1:	FormAndLineReferenceDesc
Explanation	HAVERFORD PAYS MEMBERSHIP DUES TO NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES (NAICU) AND NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS (NACUBO); THESE MEMBERSHIP ORGANIZATIONS MAY ENGAGE IN LOBBYING ACTIVITIES TO SUPPORT THE HIGHER EDUCATION INDUSTRY, AS SUCH A PORTION OF THE DUES MAY BE ATTRIBUTABLE TO LOBBYING ACTIVITIES. HAVERFORD HAS NO DIRECT LOBBYING ACTIVITY OR ANY CONTROL OVER THE LOBBYING ACTIVITIES PERFORMED BY THESE MEMBERSHIP ORGANIZATIONS.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	2	DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri	$0	DonorAdvisedFundsContriAmt
Donor Advised Funds Grants	$100,000	DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY	$219,201	DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (1)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (1)	DisclosedForCharitablePrpsInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$82,885	RevenuesIncludedAmt
Assets Included	$5,739,063	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
Solicited Assets Sale	0	SolicitedAssetsSaleInd
Agent Trustee Etc	Yes (1)	AgentTrusteeEtcInd
Beginning Balance	$1,044,917	BeginningBalanceAmt
Additions During Year	$1,081,396	AdditionsDuringYearAmt
Distributions During Year	$1,044,917	DistributionsDuringYearAmt
Ending Balance	$1,081,396	EndingBalanceAmt
Incl Escrow Custodial Acct Liab	0	InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$526,881,390	BeginningYearBalanceAmt
Contributions	$9,740,486	ContributionsAmt
Investment Earnings Or Losses	-$5,944,382	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$6,297,088	GrantsOrScholarshipsAmt
Other Expenditures	$19,659,148	OtherExpendituresAmt
Administrative Expenses	$1,284,301	AdministrativeExpensesAmt
End Year Balance	$503,436,957	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$518,885,600	BeginningYearBalanceAmt
Contributions	$6,173,080	ContributionsAmt
Investment Earnings Or Losses	$28,355,450	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$6,093,045	GrantsOrScholarshipsAmt
Other Expenditures	$19,325,027	OtherExpendituresAmt
Administrative Expenses	$1,114,668	AdministrativeExpensesAmt
End Year Balance	$526,881,390	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$501,738,232	BeginningYearBalanceAmt
Contributions	$5,554,094	ContributionsAmt
Investment Earnings Or Losses	$38,155,611	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,867,296	GrantsOrScholarshipsAmt
Other Expenditures	$19,404,746	OtherExpendituresAmt
Administrative Expenses	$1,290,295	AdministrativeExpensesAmt
End Year Balance	$518,885,600	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$462,416,786	BeginningYearBalanceAmt
Contributions	$9,072,007	ContributionsAmt
Investment Earnings Or Losses	$53,313,849	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,558,400	GrantsOrScholarshipsAmt
Other Expenditures	$16,321,658	OtherExpendituresAmt
Administrative Expenses	$1,184,352	AdministrativeExpensesAmt
End Year Balance	$501,738,232	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$483,411,952	BeginningYearBalanceAmt
Contributions	$16,591,492	ContributionsAmt
Investment Earnings Or Losses	-$18,222,620	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,115,752	GrantsOrScholarshipsAmt
Other Expenditures	$13,081,280	OtherExpendituresAmt
Administrative Expenses	$1,167,006	AdministrativeExpensesAmt
End Year Balance	$462,416,786	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.25180	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.55520	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.19300	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	$720,688	OtherCostOrOtherBasisAmt
Book Value	$720,688	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$238,364,322	OtherCostOrOtherBasisAmt
Depreciation	$97,088,690	DepreciationAmt
Book Value	$141,275,632	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$37,123,335	OtherCostOrOtherBasisAmt
Depreciation	$27,992,099	DepreciationAmt
Book Value	$9,131,236	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$81,610,002	OtherCostOrOtherBasisAmt
Depreciation	$43,539,423	DepreciationAmt
Book Value	$38,070,579	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$189,198,135	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
EQUITY AND FIXED INCOME FUNDS	$212,527,559	F
PRIVATE EQUITY	$55,793,831	F
HEDGE AND REAL ESTATE FUNDS	$111,314,263	F
PLANNED GIVING AGREEMENTS	$7,660,214	F
PERPETUAL TRUSTS	$7,303,322	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$394,599,189	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)

DescDesc	AmtAmt
FEDERAL STUDENT LOAN ADVANCES	$105,407
INTEREST RATE SWAP LIABILITIES	$13,883,709
LIABILITIES UNDER PLANNED GIVING AGREEMENTS	$4,619,463
CONDITIONAL ASSET RETIREMENT OBLIGATION	$693,856
REFUNDABLE ADVANCE THORNE SCHOOL	$355,072
FUNDS HELD IN CUSTODY OF OTHERS	$622,799
SECURITY DEPOSIT	$38,329
ONECARD LIABILITY, CASH VALUE	$33,898

Field	Value	IRS element (for citing)
Total Liability	$20,352,533	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$81,228,452	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$21,420,443	NetUnrealizedGainsInvstAmt
Other Revenue	-$35,437,019	OtherRevenueAmt
Revenue Not Reported	-$56,857,462	RevenueNotReportedAmt
Revenue Subtotal	$138,085,914	RevenueSubtotalAmt
Investment Expenses Not Incld	$665,800	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$19,479	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$685,279	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$138,771,193	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$109,302,962	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$600,029	OtherExpensesIncludedAmt
Expenses Not Reported	$600,029	ExpensesNotReportedAmt
Expenses Subtotal	$108,702,933	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$665,800	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$31,194,483	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$31,860,283	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$140,563,216	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 4:	SPECIAL COLLECTIONS OF ART AND HISTORICAL TREASURES SERVE TO ADVANCE SCHOLARSHIP AND TO FURTHER TEACHING, RESEARCH AND SERVICE. SPECIAL COLLECTIONS RANGE FROM QUAKER COLLECTIONS TO HAVERFORD ARCHIVES TO RARE MANUSCRIPTS TO FINE ART ASSETS. THE QUAKER COLLECTION CONSISTS OF MANUSCRIPTS AS WELL AS NUMEROUS PHOTOGRAPHS, WORKS OF ART, ARTIFACTS, FURNITURE AND FILMS. THE HAVERFORD ARCHIVES INCLUDE AMERICAN AND ENGLISH LITERATURE, HISTORY AND POLITICS. TODAY, THE COLLECTIONS OF FINE ART ENCOMPASSES THREE AREAS: MATERIAL IN SUPPORT OF THE COLLEGE CURRICULA, MATERIAL THAT DOCUMENTS HAVERFORD'S HISTORY, AND MATERIAL THAT DOCUMENTS THE HISTORY OF QUAKERISM.
PART IV, LINE 1B:	HAVERFORD IS THE TRUSTEE OF THE WILLIAM MAUL MEASEY TRUST. THE COLLEGE IS ENTITLED TO 60% OF THE GROSS INCOME OF THE TRUST AND INCLUDES 60% OF THE TRUST ASSETS IN ITS FINANCIAL STATEMENTS AND FORM 990. THE REMAINING 40% OF THE GROSS INCOME IS DISTRIBUTED TO SECONDARY SCHOOLS FOR STUDENT FINANCIAL AID. AS OF JUNE 30, 2020, 40% OF THE TRUST ASSETS (FMV) WAS $56,264,067. THE 40% TRUST INCOME DISTRIBUTED TO THE SCHOOLS IS REPORTED IN PART IV, LINE 1E. THE SECONDARY SCHOOLS THAT RECEIVE TRUST INCOME ARE GEORGE SCHOOL, WESTTOWN SCHOOL, SCATTERGOOD FRIENDS AND OLNEY FRIENDS.
PART V, LINE 4:	HAVERFORD SPENDS A PRUDENT AMOUNT OF ITS ENDOWMENT INCOME ANNUALLY TO SUPPORT THE EDUCATIONAL MISSION OF THE COLLEGE IN ACCORDANCE WITH DONOR RESTRICTIONS AND INTERNAL DESIGNATIONS. THE ENDOWMENT RESTRICTED DONOR DESIGNATIONS INCLUDE SCHOLARSHIPS, INSTRUCTIONAL PURPOSES, PROFESSORSHIPS, LIBRARY, RESEARCH, AND GENERAL EDUCATIONAL PURPOSES.
PART X, LINE 2:	THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN ARE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY THAN NOT, BASED ON TECHNICAL MERITS, THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. INTEREST AND PENALTIES, IF ANY, ARE INCLUDED IN EXPENSES IN THE STATEMENT OF ACTIVITIES. AS OF JUNE 30, 2020 AND 2019, THE COLLEGE HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE COLLEGE FILES INFORMATION TAX RETURNS IN THE UNITED STATES OF AMERICA AND VARIOUS STATES. THE COLLEGE IS GENERALLY NO LONGER SUBJECT TO FEDERAL AND STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2017.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	RESIDUAL INCOME FROM LIFE INCOME MATURITIES 769. NET LOSS FROM CHANGE IN FAIR VALUE OF INTEREST RATE SWAP -4,616,233. CHANGE IN VALUE OF LIFE INCOME 138,333. NEW LIFE INCOME GIFT LIABILITY -385,219. FINANCIAL AID EXPENSES NETTED AGAINST REVENUE ON FINACIAL STATEMENTS -30,574,669.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	DIRECT SPECIAL EVENT EXPENSES -10,000. BOOKSTORE DIRECT EXPENSES -590,029. OTHER INVESTMENT EXPENSES 618,501. DISREGARDED ENTITY REVENUE NOT CONSOLIDATED IN FINANCIAL STATEMENTS 1,007.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	BOOKSTORE DIRECT EXPENSES 590,029. DIRECT SPECIAL EVENT EXPENSE 10,000.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	FINANCIAL AID EXPENSES NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 30,574,669. DISREGARDED ENTITY EXPENSES NOT CONSOLIDATED IN FINANCIAL STATEMENTS 1,313. OTHER INVESTMENT EXPENSES 618,501.

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	SUCH A POLICY IS POSTED ON HAVERFORD'S WEBSITE AS WELL AS PUBLISHED IN HAVERFORD'S CATALOG AND OTHER ADMISSIONS LITERATURE. ALSO, THE POLICY IS PUBLISHED IN NEWSPAPERS AND/OR THE INTERNET WHEN ADVERTISING FOR EMPLOYMENT.
SCHEDULE E, PART I, LINE 6	FEDERAL WORK STUDY $107,740, FEDERAL SUPPLEMENTAL OPPORTUNITY GRANT (FSEOG) $191,870, CARES ACT, HIGHER EDUCATION EMERGENCY RELIEF FUND (STUDENT AID PORTION) $437,220, CARES ACT, HIGHER EDUCATION EMERGENCY RELIEF FUND (INSTITUTIONAL PORTION) $436,583, PELL GRANT $1,047,137, PHEAA-FWS MATCH $12,595, PHEAA INSTITUTIONAL ASSISTANCE GRANT (IAG) $26,220.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (35 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
CENTRAL AMERICA AND THE CARIBBEAN	0	GRANTS TO RECIPIENTS	$34,269
EAST ASIA AND THE PACIFIC	0	GRANTS TO RECIPIENTS	$157,546
EUROPE (INCLUDING ICELAND & GREENLAND)	0	GRANTS TO RECIPIENTS	$1,032,185
MIDDLE EAST AND NORTH AFRICA	0	GRANTS TO RECIPIENTS	$57,033
SUB-SAHARAN AFRICA	0	GRANTS TO RECIPIENTS	$33,193
SOUTH ASIA	0	GRANTS TO RECIPIENTS	$2,300
SUB-SAHARAN AFRICA	0	GRANTS TO RECIPIENTS	$3,900
CENTRAL AMERICA AND THE CARIBBEAN	4	PROGRAM SERVICES	$8,045	PROFESSIONAL SERVICES
EAST ASIA AND THE PACIFIC	2	PROGRAM SERVICES	$6,200	PROFESSIONAL SERVICES
EUROPE (INCLUDING ICELAND & GREENLAND)	6	PROGRAM SERVICES	$24,222	PROFESSIONAL SERVICES
NORTH AMERICA	2	PROGRAM SERVICES	$6,000	PROFESSIONAL SERVICES
SOUTH AMERICA	2	PROGRAM SERVICES	$3,500	PROFESSIONAL SERVICES
SUB-SAHARAN AFRICA	2	PROGRAM SERVICES	$1,050	PROFESSIONAL SERVICES
CENTRAL AMERICA AND THE CARIBBEAN	0	PROGRAM SERVICES	$27,384	PROGRAM TRAVEL
EAST ASIA AND THE PACIFIC	0	PROGRAM SERVICES	$28,441	PROGRAM TRAVEL
EUROPE (INCLUDING ICELAND & GREENLAND)	0	PROGRAM SERVICES	$196,248	PROGRAM TRAVEL
MIDDLE EAST AND NORTH AFRICA	0	PROGRAM SERVICES	$11,634	PROGRAM TRAVEL
NORTH AMERICA	0	PROGRAM SERVICES	$69,566	PROGRAM TRAVEL
SOUTH AMERICA	0	PROGRAM SERVICES	$6,084	PROGRAM TRAVEL
SOUTH ASIA	0	PROGRAM SERVICES	$14,424	PROGRAM TRAVEL
SUB-SAHARAN AFRICA	0	PROGRAM SERVICES	$9,245	PROGRAM TRAVEL
EAST ASIA AND THE PACIFIC	0	PROGRAM SERVICES	$44,206	STUDY ABROAD PROGRAM FEES
EUROPE (INCLUDING ICELAND & GREENLAND)	0	PROGRAM SERVICES	$389,075	STUDY ABROAD PROGRAM FEES
EUROPE (INCLUDING ICELAND & GREENLAND)	0	FUNDRAISING	$5,738
NORTH AMERICA	0	FUNDRAISING	$3,638
SOUTH ASIA	0	FUNDRAISING	$126
SUB-SAHARAN AFRICA	0	FUNDRAISING	$2,459
EUROPE (INCLUDING ICELAND & GREENLAND)	0	INVESTMENTS	$972,155
NORTH AMERICA	0	INVESTMENTS	$1,212,878
CENTRAL AMERICA AND THE CARIBBEAN	0	INVESTMENTS	$27,321,978
EAST ASIA AND THE PACIFIC	0	PROGRAM SERVICES	$14,000	INTERNSHIPS
NORTH AMERICA	0	PROGRAM SERVICES	$4,500	INTERNSHIPS
CENTRAL AMERICA AND THE CARIBBEAN	0	PROGRAM SERVICES	$4,470	INTERNSHIPS
MIDDLE EAST AND NORTH AFRICA	0	PROGRAM SERVICES	$374	INTERNSHIPS
EUROPE (INCLUDING ICELAND & GREENLAND)	0	PROGRAM SERVICES	$4,000	INTERNSHIPS

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	4	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	14	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	18	TotalEmployeeCnt
Subtotal Spent	$1,328,471	SubtotalSpentAmt
Continuation Spent	$30,383,595	ContinuationSpentAmt
Total Spent	$31,712,066	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (10 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Non Cash AssistanceNonCashAssistanceAmt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt	Valuation Method UsedValuationMethodUsedDesc	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
HAVERFORD COLLEGE SCHOLARSHIPS	CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,	1	$34,269	TUITION REDUCTION	FMV
HAVERFORD COLLEGE SCHOLARSHIPS	EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,	6	$151,796	TUITION REDUCTION	FMV
HAVERFORD COLLEGE SCHOLARSHIPS	EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU	40	$1,025,287	TUITION REDUCTION	FMV
HAVERFORD COLLEGE SCHOLARSHIPS	MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,	2	$56,183	TUITION REDUCTION	FMV
HAVERFORD COLLEGE SCHOLARSHIPS	SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,	1	$33,193	TUITION REDUCTION	FMV
RESEARCH STIPENDS	EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,	3				$5,750	CHECK
RESEARCH STIPENDS	EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU	2				$6,898	CHECK
RESEARCH STIPENDS	MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,	1				$850	CHECK
RESEARCH STIPENDS	EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,	1				$2,300	CHECK
RESEARCH STIPENDS	SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,	1				$3,900	CHECK

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	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 2:

UPON REQUEST, QUALIFIED STUDENTS IN GOOD ACADEMIC AND DISCIPLINARY STANDING MAY BE GRANTED PERMISSION TO SPEND A SEMESTER OR YEAR STUDYING ABROAD. HAVERFORD COLLEGE SCHOLARSHIPS ARE BASED SOLELY ON NEED. HAVERFORD DOES NOT AWARD ANY GRANT AID BASED ON MERIT. APPLICANTS CAN BE ASKED TO FILE THE COLLEGE BOARD PROFILE AND THE FAFSA. IF ELIGIBLE FOR FEDERAL AID, PARENT AND STUDENT PERSONAL AND BUSINESS TAX RETURNS MUST BE PROVIDED. STUDENTS MAY APPEAL AWARD DECISIONS TO THE FINANCIAL AID COMMITTEE INCLUDING THE VICE PRESIDENT AND DEAN OF ADMISSION AND FINANCIAL AID, THE DEAN OF THE COLLEGE, AND THE SENIOR VICE PRESIDENT FOR ADMINISTRATION AND FINANCE. HAVERFORD COLLEGE SCHOLARSHIPS ARE CREDITED DIRECTLY TO THE STUDENT'S ACCOUNT FOR TUITION, ROOM AND BOARD, FEES, AND OTHER BILLED CHARGES. RESEARCH STIPENDS ARE FELLOWSHIPS APPROVED BY A FACULTY MEMBER TO HELP DEFRAY EXPENSES WHILE A STUDENT PERFORMS INDEPENDENT RESEARCH TO GAIN A BENEFICIAL, EDUCATIONAL EXPERIENCE. FUNDING IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT.

PART III ACCOUNTING METHOD:

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	GOLF OUTING	Event1Nm
Gross Receipts Event1	$18,225	GrossReceiptsEvent1Amt
Gross Revenue Event1	$18,225	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$900	NonCashPrizesEvent1Amt
Food And Beverage Event1	$9,100	FoodAndBeverageEvent1Amt
Gross Receipts Total	$18,225	GrossReceiptsTotalAmt
Gross Revenue Total Events	$18,225	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$900	NonCashPrizesTotalEventsAmt
Food And Beverage Total Events	$9,100	FoodAndBeverageTotalEventsAmt
Direct Expense Summary Events	$10,000	DirectExpenseSummaryEventsAmt
Net Income Summary	$8,225	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
615 WEST 131ST STREET	NEW YORK	NY	10027	135598093	501(C)(3)	$15,368	RESEARCH- NASA SUBAWARD
BRYN MAWR THEATRE FILM INSTITUTE
824 WEST LANCASTER AVENUE	BRYN MAWR	PA	19010	043682610	501(C)(3)	$5,000	COMMUNITY PARTNERSHIP PLEDGE
CAMPUS PHILLY
2 PENN CENTER 1500 JFK BLVD	PHILADELPHIA	PA	19102	201518941	501(C)(3)	$7,500	HIGHER EDUCATION PARTNERSHIP
FOUNDATION FOR COMMUNITY SERVICE CO THE SHIPLEY SCHOOL
814 YARROW STREET	BRYN MAWR	PA	19010	232844309	501(C)(3)	$7,500	ANNUAL SUPPORT

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (9 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc	Cash GrantCashGrantAmt
HAVERFORD COLLEGE SCHOLARSHIPS	582	$29,077,471	FMV	TUITION REDUCTION
FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS	101				$191,870
BECKMAN SCHOLARS PROGRAM	1	$4,600	FMV	TUITION REDUCTION
HIGHER EDUCATION EMERGENCY RELIEF FUND - STUDENT AID	412				$433,520
INSTITUTIONAL AID TO STUDENTS DUE TO CAMPUS EMERGENCY	178				$147,608
RESEARCH STIPENDS	253				$560,112
STUDENT EMERGENCY FUNDING	278				$325,426
CHESICK SCHOLARS FUNDING	21				$55,132
STUDENT LOAN DEBT RELIEF	12				$15,450

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	GRANTS AND OTHER ASSISTANCE TO DOMESTIC ORGANIZATIONS AND DOMESTIC GOVERNMENTS: AWARDS TO SUB RECIPIENTS ARE ISSUED IN ACCORDANCE WITH COLLEGE ACCOUNTING AND BUSINESS POLICIES AND PROVISIONS UNDER UNIFORM GUIDANCE. GRANTS AND OTHER ASSISTANCE TO DOMESTIC INDIVIDUALS: HAVERFORD COLLEGE SCHOLARSHIPS ARE BASED SOLELY ON NEED. HAVERFORD DOES NOT AWARD ANY GRANT AID BASED ON MERIT. APPLICANTS CAN BE ASKED TO FILE THE COLLEGE BOARD PROFILE AND THE FAFSA. IF ELIGIBLE FOR FEDERAL AID, PARENT AND STUDENT PERSONAL AND BUSINESS TAX RETURNS MUST BE PROVIDED. STUDENTS MAY APPEAL AWARD DECISIONS TO THE FINANCIAL AID COMMITTEE INCLUDING THE VICE PRESIDENT AND DEAN OF ADMISSION AND FINANCIAL AID, THE DEAN OF THE COLLEGE, AND THE SENIOR VICE PRESIDENT FOR ADMINISTRATION AND FINANCE. HAVERFORD COLLEGE SCHOLARSHIPS ARE CREDITED DIRECTLY TO THE STUDENT'S ACCOUNT FOR TUITION, ROOM AND BOARD, FEES, AND OTHER BILLED CHARGES. SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS (SEOG) ARE AWARDED BASED ON FAMILY CONTRIBUTION. ELIGIBILITY IS DETERMINED BY THE FAFSA AND REGULATIONS DETERMINED BY THE U.S. DEPARTMENT OF EDUCATION. PER THE DEPARTMENT OF EDUCATION REGULATIONS, STUDENTS WHO RECEIVE PELL GRANTS MUST BE PROVIDED SEOG FUNDS FIRST. IF THE STUDENT IS SELECTED TO RECEIVE THESE AWARDS, OTHER VERIFICATION FORMS MAY BE REQUIRED INCLUDING THE VERIFICATION STATEMENT, PARENT AND STUDENT TAX RETURNS, AND NON-TAX FILER STATEMENTS. SEOG AWARDS ARE CREDITED DIRECTLY TO THE STUDENT'S ACCOUNT FOR TUITION, ROOM AND BOARD, AND OTHER BILLED CHARGES. SEOG AWARDS ARE AUDITED ANNUALLY BY THE COLLEGE'S OUTSIDE AUDITORS IN CONJUNCTION WITH THE SINGLE AUDIT. THE BECKMAN SCHOLARS PROGRAM IS SPONSORED BY THE ARNOLD AND MABEL BECKMAN FOUNDATION. STUDENTS MUST APPLY AND BE SELECTED TO RECEIVE THE AWARD WHICH INCLUDES AN ACADEMIC YEAR SCHOLARSHIP OF $4,600 THAT IS CREDITED DIRECTLY TO THE STUDENT'S ACCOUNT FOR TUITION, ROOM AND BOARD, AND OTHER BILLED CHARGES. STUDENT AID FROM THE HIGHER EDUCATION EMERGENCY RELIEF FUND (HEERF) WAS ISSUED TO TITLE IV ELIGIBLE STUDENTS BASED ON THEIR LEVEL OF EXPECTED FAMILY CONTRIBUTION (EFC) WITHIN A SERIES OF SIX EFC BANDS. STUDENTS RECEIVED AN EMAIL NOTIFYING THEM OF THEIR ELIGIBILITY AND WERE INSTRUCTED TO REPLY IF THEY HAD NOT INCURRED ANY EXPENSES RELATED TO THE DISRUPTION OF ON-CAMPUS OPERATIONS DUE TO COVID-19. THE STUDENTS THAT DID NOT INCUR ANY EXPENSES RELATED TO THE DISRUPTION OF ON-CAMPUS OPERATIONS DUE TO COVID-19 WERE NOT ISSUED GRANTS; HEERF GRANTS WERE CREDITED DIRECTLY TO THE STUDENT ACCOUNT FOR ALL ELIGIBLE STUDENTS AND THEN ISSUED AS A CHECK OR DIRECT DEPOSIT. RESEARCH STIPENDS ARE FELLOWSHIPS APPROVED BY A FACULTY MEMBER TO HELP DEFRAY EXPENSES WHILE A STUDENT PERFORMS INDEPENDENT RESEARCH TO GAIN A BENEFICIAL, EDUCATIONAL EXPERIENCE. FUNDING IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT. EMERGENCY FUNDING FOR STUDENTS IS PROVIDED BY THE LIFTFAR (LOW-INCOME AND FIRST-IN-THEIR-FAMILY ASSISTANCE AND RESOURCES) PROGRAM. STUDENTS THAT HAVE BELOW A CERTAIN EXPECTED FAMILY CONTRIBUTION (EFC) ARE ELIGIBLE TO APPLY AND ARE NOTIFIED BY EMAIL AT THE BEGINNING OF EACH SEMESTER. FUNDING IS ONLY AVAILABLE FOR CURRENT STUDENTS DURING THE ACADEMIC YEAR AND IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT. THE JOHN P. CHESICK SCHOLARS PROGRAM IS A FOUR-YEAR ACADEMIC LEADERSHIP AND MENTORING PROGRAM FOR HAVERFORD STUDENTS FROM BACKGROUNDS THAT ARE UNDER-REPRESENTED IN ACADEMIA. STUDENTS SELECTED TO BE IN THIS PROGRAM RECEIVE GRANTS TO PARTICIPATE IN THE EDUCATIONALLY FOCUSED CHESICK SUMMER INSTITUTE AND THE CHESICK SUMMER EXPERIENCE. FUNDING IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT. THE STUDENT LOAN DEBT RELIEF PROGRAM IS DESIGNED TO ASSIST HAVERFORD ALUMNI FOR WHOM DEBT FROM STUDENT LOANS WOULD PROVE TO BE A GENUINE BURDEN, SUCH AS FOR THOSE WHO CHOOSE CAREERS OF HIGH SOCIETAL VALUE BUT LOW REMUNERATION OR WHO ARE TEMPORARILY UNEMPLOYED. INDIVIDUALS WHO ARE ELIGIBLE TO APPLY FOR SUPPORT WILL BE NOTIFIED BY THE OFFICE OF ADMISSION DURING THE SUMMER AND WILL BE PROVIDED INSTRUCTIONS ON HOW TO APPLY. APPLICANTS WILL BE REQUIRED TO COMPLETE AN APPLICATION AND CONFIRM THEIR CONTINUED ELIGIBILITY BY SUBMITTING SUPPORTING DOCUMENTATION. FUNDING IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	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	0	AnyNonFixedPaymentsInd
Initial Contract Exception	Yes (1)	InitialContractExceptionInd
Rebuttable Presumption Proc	Yes (1)	RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 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
WENDY RAYMOND
PRESIDENT	$250,980	$0	$0	$0	$59,750	$0	$28,550	$0	$38,995	$0	$378,275	$0	$0	$0
MITCHELL L WEIN
SR. VP ADMIN/FINANCE, TREASURER	$353,004	$0	$0	$0	$0	$0	$40,468	$0	$28,501	$0	$421,973	$0	$0	$0
MICHAEL H CASEL
CHIEF INVEST OFFICER, ASST TREASURER	$301,305	$0	$0	$0	$0	$0	$35,122	$0	$31,282	$0	$367,709	$0	$0	$0
ANN FIGUEREDO
VP INST ADVANCEMENT, ASST SECRETARY	$249,636	$0	$0	$0	$0	$0	$29,454	$0	$31,269	$0	$310,359	$0	$0	$0
JESSE H LYTLE
VP/CHIEF OF STAFF, ASST SECRETARY	$149,307	$0	$0	$0	$0	$0	$18,402	$0	$28,739	$0	$196,448	$0	$0	$0
DEBORAH FULLAM
ASSOCIATE VP, ASST TREASURER	$158,492	$0	$0	$0	$0	$0	$18,875	$0	$11,920	$0	$189,287	$0	$0	$0
TERRI ALBERTSON
AVP FINANCE, CONTROLLER, ASST TREAS	$159,212	$0	$0	$0	$0	$0	$18,958	$0	$25,966	$0	$204,136	$0	$0	$0
JESS H LORD
VP/DEAN OF ADMISSIONS/FINANCIAL AID	$203,556	$0	$0	$0	$0	$0	$23,765	$0	$25,485	$0	$252,806	$0	$0	$0
FRANCES ROSE BLASE
PROVOST	$191,514	$0	$0	$0	$3,000	$0	$22,067	$0	$29,336	$0	$245,917	$0	$0	$0
MEGAN E FITCH
CHIEF INFORMATION OFFICER	$187,009	$0	$0	$0	$0	$0	$21,912	$0	$11,097	$0	$220,018	$0	$0	$0
MARTHA DENNEY
DEAN OF COLLEGE	$173,920	$0	$0	$0	$9,150	$0	$20,966	$0	$36,929	$0	$240,965	$0	$0	$0
DONALD B CAMPBELL JR
DIRECTOR OF FACILITIES MANAGEMENT	$156,625	$0	$0	$0	$1,500	$0	$18,229	$0	$1,287	$0	$177,641	$0	$0	$0
ASHOK GANGADEAN
PROFESSOR	$171,272	$0	$0	$0	$0	$0	$20,097	$0	$18,096	$0	$209,465	$0	$0	$0
RICHARD FREEDMAN
PROFESSOR	$172,080	$0	$0	$0	$0	$0	$20,450	$0	$35,140	$0	$227,670	$0	$0	$0
ANNE PRESTON
PROFESSOR	$153,662	$0	$0	$0	$17,255	$0	$18,738	$0	$21,731	$0	$211,386	$0	$0	$0
LINDA GERSTEIN
PROFESSOR	$177,521	$0	$0	$0	$0	$0	$20,727	$0	$9,107	$0	$207,355	$0	$0	$0
PAUL SMITH
PROFESSOR	$152,607	$0	$0	$0	$15,412	$0	$19,221	$0	$16,550	$0	$203,790	$0	$0	$0
KIMBERLY BENSTON
FORMER PRESIDENT	$337,932	$0	$0	$0	$9,079	$0	$39,145	$0	$46,130	$0	$432,286	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 1A

NON-TAXABLE HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: AS A CONDITION OF EMPLOYMENT, FORMER PRESIDENT KIMBERLY BENSTON RESIDED ON CAMPUS FREE OF RENT, CURRENT PRESIDENT WENDY RAYMOND RESIDES ON CAMPUS FREE OF RENT, DEAN OF THE COLLEGE, MARTHA DENNEY, AND PROFESSORS, PAUL SMITH AND RICHARD FREEDMAN, RESIDE ON THE COLLEGE'S CAMPUS AT A SUBSIDIZED RENT. PERSONAL SERVICES - MAID: CLEANING OF THE PERSONAL SPACE IN THE FORMER PRESIDENT'S AND CURRENT PRESIDENT'S HOUSE WAS DONE BY A COLLEGE EMPLOYEE AND THE AMOUNT WAS INCLUDED AS TAXABLE INCOME ON THE PRESIDENT'S W-2. SOCIAL CLUB DUES: THE SOCIAL CLUB DUES OF THE PRESIDENT ARE PAID BY THE COLLEGE AND INCLUDED AS TAXABLE INCOME ON THE PRESIDENT'S W-2. THE FORMER PRESIDENT AND CURRENT PRESIDENT RECEIVED GROSS UP PAYMENTS FOR THE TAXABLE PORTION OF HOUSEKEEPING AND SOCIAL CLUB DUES.

PART I, LINE 8

PRESIDENT WENDY RAYMOND JOINED HAVERFORD COLLEGE EFFECTIVE JULY 1, 2019 AND RECEIVED COMPENSATION IN CALENDAR YEAR 2019 PURSUANT TO AN EMPLOYMENT AGREEMENT. COMPENSATION REPORTED BY THE COLLEGE IN FORM 990, PART VII INCLUDES PAYMENTS OF BASE COMPENSATION, MOVING EXPENSES AND OTHER AGREED UPON BENEFITS COVERED BY THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REG. 53.4958-4(A)(3).

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
DELAWARE COUNTY AUTHORITY
A	231973437	246003NJ2	2017-02-28	$110,381,164	REFUND PORTION 2008 BONDS, 2010 BONDS, ALL 2010A BONDS	0	0	0
DELAWARE COUNTY AUTHORITY
B	231973437	NONEAVAIL	2017-02-28	$29,845,000	PART REFUND 2008 BONDS: RENOVATION OF SHARPLESS HALL, RYAN GYM/VCAM, DINING	0	0	0
DELAWARE COUNTY AUTHORITY
C	231973437	246003PH4	2020-03-24	$9,125,000	REFUND OF 2010 BONDS	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Capitalized InterestCapitalizedInterestAmt	Capital ExpendituresCapitalExpendituresAmt	UnspentUnspentAmt
A	$3,519,567	$110,381,164	$734,217	$109,646,947	2017	Yes (1)	Yes (1)	Yes (1)	Yes (1)
B		$29,845,000	$102,807	$6,702,192	2020	Yes (1)	0	Yes (1)	Yes (1)	$300,716	$20,330,877	$2,408,408
C		$9,125,000	$170,000	$8,955,000	2020	Yes (1)	0	Yes (1)	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	0	0	0	0.00000	0.00000	0.00000	0	0	0
B	0	0	0	0	0.00000	0.00000	0.00000	0	0	0
C	0	0	0	0	0.00000	0.00000	0.00000	0	0	0

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCd	Rebate Not Due YetRebateNotDueYetInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	0	Yes (1)	0	0	Yes (1)
B	0	Yes (1)	Yes (1)	Yes (1)	Yes (1)
C	Yes (1)	0	0	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE K, PART IV, LINE 2C:	DELAWARE COUNTY AUTHORITY - 02/28/2017 $110,381,164 - ARBITRAGE CALCULATION WAS COMPLETED BY PFM DATED OCTOBER 7, 2020. THE REPORT INDICATED THAT THERE WAS NO LIABILITY FOR THE PERIOD FEBRUARY 28, 2017 TO OCTOBER 1, 2020.
SCHEDULE K, PART IV, LINE 2C:	DELAWARE COUNTY AUTHORITY - 02/28/2017 $29,845,000 - ARBITRAGE CALCULATION WAS COMPLETED BY PFM DATED OCTOBER 28, 2020. THE REPORT INDICATED THAT THERE WAS NO LIABILITY FOR THE PERIOD FEBRUARY 28, 2017 TO OCTOBER 1, 2020.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MICHAEL H CASEL	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Relationship With Org	OFFICER	RelationshipWithOrgTxt
Loan Purpose	HOME MORTGAGE	LoanPurposeTxt
Loan From Organization	Yes (X)	LoanFromOrganizationInd
Original Principal	$300,000	OriginalPrincipalAmt
Balance Due	$233,840	BalanceDueAmt
Default	0	DefaultInd
Board Or Committee Approval	0	BoardOrCommitteeApprovalInd
Written Agreement	Yes (1)	WrittenAgreementInd

Field	Value	IRS element (for citing)
Total Balance Due	$233,840	TotalBalanceDueAmt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	7	ContributionCnt
Noncash Contributions Rpt F990	$82,885	NoncashContributionsRptF990Amt
Method Of Determining Revenues	APPRAISED VALUE	MethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$2,220	NoncashContributionsRptF990Amt
Method Of Determining Revenues	OPINIONS OF EXPERTS	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	152	ContributionCnt
Noncash Contributions Rpt F990	$6,044,464	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	2	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, COLUMN (B):	FormAndLineReferenceDesc
Explanation	THE FIGURE IN THIS COLUMN REPRESENTS THE NUMBER OF DONORS IN EACH CATEGORY.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART V, LINE 1A:	THE TOTAL NUMBER REPORTED IN BOX 3 OF ALL 2019 FORM 1096 FILINGS IS 2,470, THIS IS WHAT IS REPORTED ON FORM 990, PART V, LINE 1A. INCLUDED IN THIS TOTAL ARE 1,713 FORM 1098-T FILINGS.
FORM 990, PART VI, SECTION A, LINE 6	HAVERFORD HAS ONE CLASS OF MEMBERS WHO MAY INCLUDE ANY MEMBER OF THE RELIGIOUS SOCIETY OF FRIENDS, ANYONE WHO HAS SERVED AS PRESIDENT OF HAVERFORD OR AS A MEMBER OF THE BOARD OF MANAGERS FOR AT LEAST SIX CONSECUTIVE YEARS. IN ADDITION, THE PRESIDENT OF HAVERFORD, THE CLERK, THE ASSISTANT CLERK, AND THE SECRETARY OF HAVERFORD, AND FOUR MEMBERS OF THE BOARD OF MANAGERS NOMINATED BY THE BOARD OF MANAGERS SHALL BE MEMBERS OF HAVERFORD SO LONG AS THEY HOLD SUCH POSITIONS. HAVERFORD MAY PERMIT, IN EXCEPTIONAL CASES, PERSONS NOT MEMBERS OF A MONTHLY MEETING, YET GROUNDED IN THE FAITH AND PRACTICE OF FRIENDS, TO BE TREATED AS MEMBERS OF THE RELIGIOUS SOCIETY OF FRIENDS. THE MEMBERS SEEK, BY ADVICE AND EXAMPLE, TO STRENGTHEN AND ENRICH HAVERFORD'S QUAKER HERITAGE.
FORM 990, PART VI, SECTION A, LINE 7A	THE MEMBERS FORMALLY ELECT ALL THE MEMBERS OF THE BOARD, INCLUDING THOSE NOMINATED BY HAVERFORD, BY THE BOARD AND BY THE ALUMNI ASSOCIATION.
FORM 990, PART VI, SECTION A, LINE 7B	ANY AND ALL AMENDMENTS TO THE BYLAWS MUST BE APPROVED BY THE MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN MANAGEMENT PROVIDES THE FORM 990 TO THE AUDIT & RISK MANAGEMENT COMMITTEE OF THE BOARD FOR REVIEW AND DISCUSSION PRIOR TO ITS FURTHER DISSEMINATION TO THE BOARD. THE FORM 990 IS MADE AVAILABLE TO THE FULL BOARD OF MANAGERS PRIOR TO ITS FILING. CONSISTENT WITH THE COLLEGE'S LONG STANDING COMMITMENT TO HONOR THE REQUESTS FROM THE DONORS THAT WISH TO PHILANTHROPICALLY SUPPORT THE COLLEGE ANONYMOUSLY, SCHEDULE B IS EXCLUDED, PRIOR TO DISTRIBUTION TO THE AUDIT & RISK MANAGEMENT COMMITTEE AND TO THE FULL BOARD. HOWEVER, 3 BOARD MEMBERS (THE CHAIR OF THE BOARD, THE VICE CHAIR OF THE BOARD, AND THE CHAIR OF THE AUDIT & RISK MANAGEMENT COMMITTEE) PLUS 3 OFFICERS (THE PRESIDENT, THE VICE PRESIDENT FOR INSTITUTIONAL ADVANCEMENT, THE SENIOR VICE PRESIDENT FOR ADMINISTRATION & FINANCE), WILL REVIEW THE ENTIRE FORM 990, INCLUDING AN UNREDACTED SCHEDULE B AND THEREBY SEE THE COMPLETE FORM 990, INCLUDING THE SCHEDULES. IN ADDITION, THE ASSISTANT VICE PRESIDENT FOR FINANCE & CONTROLLER REVIEWS THE ENTIRE FORM 990, IN THAT, SHE IS INTEGRAL TO THE PREPARATION OF THE FORM.
FORM 990, PART VI, SECTION B, LINE 12C	EACH YEAR A CONFLICT OF INTEREST QUESTIONNAIRE IS SENT ELECTRONICALLY TO BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES. THE PRESIDENT'S OFFICE TRACKS AND ENSURES COMPLIANCE WITH COMPLETING AND SUBMITTING THE CONFLICT OF INTEREST QUESTIONNAIRE. IN ADDITION, THE POLICY REQUIRES THAT POTENTIAL CONFLICTS BE REPORTED THROUGHOUT THE YEAR AS THEY ARISE AS WELL AS FOR PERIODIC REVIEWS TO IDENTIFY POTENTIAL CONFLICTS. THE BOARD OF DIRECTORS MAKES THE DETERMINATION AS TO WHETHER A CONFLICT OF INTEREST EXISTS OR NOT. IF A CONFLICT WERE TO ARISE, AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR COMMITTEE MEETING FOR INVESTIGATION AND RESOLUTION. AFTER THE PRESENTATION, THE INTERESTED PERSON WOULD REMOVE THEMSELVES FROM THE MEETING DURING THE FINAL DELIBERATIONS AND VOTE.
FORM 990, PART VI, SECTION B, LINE 15	THE PRESIDENT'S COMPENSATION IS TYPICALLY DETERMINED AFTER AN ANNUAL REVIEW BY THE BOARD'S COMMITTEE ON PRESIDENTIAL COMPENSATION AND REVIEW. THE REVIEW, ALONG WITH PRIVATE COLLEGE EXECUTIVE COMPENSATION SURVEYS, HELP DETERMINE THE PRESIDENT'S SALARY. THE PRESIDENTIAL REVIEW COMMITTEE REPORTS ON THESE PROCEDURES TO THE BOARD IN EXECUTIVE SESSION. THE DELIBERATION AND FINAL DETERMINATIONS ARE DOCUMENTED TIMELY. THE COMPENSATION FOR THE NEW PRESIDENT WENDY RAYMOND WAS DETERMINED BY THE BOARD USING A SIMILAR BENCHMARK PROCESS BUT WITHIN HIRING NEGOTIATIONS. FORM 990, PART VI, SECTION B, LINE 15B: THE PRESIDENT REPORTS TO THE BOARD IN EXECUTIVE SESSION INFORMATION REGARDING THE ANNUAL PROCESS FOR DETERMINING OTHER OFFICERS' COMPENSATION AND KEY EMPLOYEES, AS NOTED ON FORM 990, PART VII. THE PRESIDENTIAL REVIEW COMMITTEE REPORTS ON THESE PROCEDURES TO THE BOARD IN EXECUTIVE SESSION. THE DELIBERATION AND FINAL DETERMINATIONS ARE TIMELY DOCUMENTED.
FORM 990, PART VI, SECTION C, LINE 19	THE COLLEGE'S FINANCIAL STATEMENTS, FORM 990, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE GENERAL PUBLIC THROUGH OUR WEBSITE AND UPON REQUEST. THE COLLEGE'S FORM 990T IS AVAILABLE UPON REQUEST. THE COLLEGE'S FORM 990 IS ALSO OPEN TO THE GENERAL PUBLIC ON GUIDESTAR'S WEBSITE. CURRENTLY, THE COLLEGE DOES NOT PUBLISH GOVERNING DOCUMENTS; HOWEVER, THESE ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:	NET LOSS FROM CHANGE IN FAIR VALUE OF INTEREST RATE SWAP -4,616,233. CHANGE IN VALUE OF LIFE INCOME 138,333. NEW LIFE INCOME GIFT LIABILITY -385,219. RESIDUAL INCOME FROM LIFE INCOME MATURITIES 769. DISREGARDED ENTITY NET LOSS NOT CONSOLIDATED IN FINANCIAL STATEMENTS -306. MISCELLANEOUS 2,264.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	HAVERFORD COLLEGE FOUNDATION (UK) LIMITED	BusinessNameLine1Txt

Foreign Address ForeignAddress

Field	Value	IRS element (for citing)
Address Line1	19 NORCOTT ROAD	AddressLine1Txt
City	LONDON	CityNm
Country	UK	CountryCd
Foreign Postal	N167EJ	ForeignPostalCd

Field	Value	IRS element (for citing)
EIN	981050476	EIN
Primary Activities	FUNDRAISING	PrimaryActivitiesTxt
Legal Domicile Foreign Country	UK	LegalDomicileForeignCountryCd
Total Income	$104,430	TotalIncomeAmt
End Of Year Assets	$2,587	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	CORPORATION OF HAVERFORD COLLEGE	BusinessNameLine1Txt

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	THE WILLIAM MAUL MEASEY TRUST	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O HAVERFORD COLLEGE 370 LANCASTER	AddressLine1Txt
City	HAVERFORD	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19041	ZIPCd

Field	Value	IRS element (for citing)
EIN	236002304	EIN
Primary Activities	CHARITABLE TRUST	PrimaryActivitiesTxt
Legal Domicile State	PA	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	CORPORATION OF HAVERFORD COLLEGE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Entity Type	T	EntityTypeTxt
Share Of Total Income	$2,691,971	ShareOfTotalIncomeAmt
Share Of EOY Assets	$84,396,101	ShareOfEOYAssetsAmt
Ownership	0.60000	OwnershipPct
Controlled Organization	0	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	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	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd