TRUSTEES OF THE COLLEGE OF THE HOLY CROSS: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF THE COLLEGE OF THE HOLY CROSS (EIN 04-2103558)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-14
- IRS object ID
- 202121349349304472
- 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 | 2021-05-14T12:59:32-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | 042103558 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTEES OF THE COLLEGE OF | BusinessNameLine1Txt |
| Business Name Line2 | THE HOLY CROSS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 5087932514 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE COLLEGE STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 016102395 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOROTHY A HAUVER | PersonNm |
| Person Title | VP AND TREASURER | PersonTitleTxt |
| Phone | 5087932514 | PhoneNum |
| Signature | 2021-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN COUTURE | PreparerPersonNm |
| PTIN | P01390592 | PTIN |
| Phone | 6177237900 | PhoneNum |
| 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 | COLLEGE OF THE HOLY CROSS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DOROTHY A HAUVER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE COLLEGE STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 016102395 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $537,552,788 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HOLYCROSS.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1843 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | COLLEGE OF THE HOLY CROSS IS A PRIVATE, JESUIT, LIBERAL ARTS COLLEGE (SEE SCHEDULE O). DEDICATED TO THE PURSUIT OF EXCELLENCE IN TEACHING, LEARNING, AND SERVICE OF FAITH AND PROMOTION OF JUSTICE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 45 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 43 | VotingMembersIndependentCnt |
| Total Employee | 3500 | TotalEmployeeCnt |
| Total Volunteers | 2700 | TotalVolunteersCnt |
| Total Gross UBI | $1,708,273 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $34,981,534 | PYContributionsGrantsAmt |
| CY Contributions Grants | $44,461,765 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $214,371,906 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $208,858,523 | CYProgramServiceRevenueAmt |
| PY Investment Income | $16,480,248 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,765,735 | CYInvestmentIncomeAmt |
| PY Other Revenue | $161,813 | PYOtherRevenueAmt |
| CY Other Revenue | $155,282 | CYOtherRevenueAmt |
| PY Total Revenue | $265,995,501 | PYTotalRevenueAmt |
| CY Total Revenue | $265,241,305 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $66,189,902 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $67,624,653 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $113,409,649 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $115,192,531 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $388,663 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $119,548 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,313,243 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $79,085,158 | PYOtherExpensesAmt |
| CY Other Expenses | $78,446,591 | CYOtherExpensesAmt |
| PY Total Expenses | $259,073,372 | PYTotalExpensesAmt |
| CY Total Expenses | $261,383,323 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,922,129 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,857,982 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,257,371,030 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,320,181,892 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $220,377,960 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $297,846,852 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,036,993,070 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,022,335,040 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO EDUCATE STUDENTS WHO, AS LEADERS IN BUSINESS, PROFESSIONAL, AND CIVIC LIFE, WILL LIVE BY THE HIGHEST INTELLECTUAL AND ETHICAL STANDARDS BY CREATING AN ENVIRONMENT IN WHICH INTEGRATED LEARNING IS A SHARED RESPONSIBILITY LEADING ALL MEMBERS TO MAKE THE BEST OF THEIR OWN TALENTS, TO WORK TOGETHER, TO SERVE OTHERS, AND TO SEEK JUSTICE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $223,515,569 | ExpenseAmt |
| Grant | $67,611,300 | GrantAmt |
| Revenue | $208,805,555 | RevenueAmt |
| Desc | THE PRIMARY PROGRAM IS UNDERGRADUATE INSTRUCTION IN THE LIBERAL ARTS THAT LEADS TO A BACHELOR OF ARTS DEGREE. THE CURRICULUM INCLUDES PROGRAMS IN THE ARTS, SCIENCES, SOCIAL SCIENCES AND HUMANITIES. SEE DETAIL ON SCHEDULE O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $447,312 | ExpenseAmt |
| Grant | $13,353 | GrantAmt |
| Revenue | $52,968 | RevenueAmt |
| Desc | BASIC RESEARCH IN CHEMISTRY, PHYSICS, PSYCHOLOGY AND BIOLOGY. THE RESEARCH IS FUNDED BY PRIVATE GRANTS AND THE US GOVERNMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $223,962,881 | 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 | Yes (1) | 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 | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4698 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3500 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 45 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 43 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 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 |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLENE BELLOWS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5087933497 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE COLLEGE STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 016102395 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (66 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| DOROTHY A HAUVER | |||||||||
| VICE PRESIDENT AND TREASURER | 45.00 | 0.00 | Yes (X) | $358,245 | $0 | $158,349 | |||
| TRACY BARLOK | |||||||||
| VICE PRESIDENT FOR ADVANCEMENT | 45.00 | 0.00 | $351,411 | $0 | $63,009 | Yes (X) | |||
| TIMOTHY JARRY | |||||||||
| CHIEF INVEST. OFFICER (THRU 03/2020) | 45.00 | 0.00 | Yes (X) | $351,878 | $0 | $59,614 | |||
| MARGARET FREIJE | |||||||||
| PROVOST & DEAN OF THE COLLEGE | 45.00 | 0.00 | $302,110 | $0 | $87,212 | Yes (X) | |||
| ALAN AVERY-PECK | |||||||||
| PROFESSOR | 45.00 | 0.00 | $226,533 | $0 | $89,919 | Yes (X) | |||
| ELIZABETH SMALL | |||||||||
| GENERAL COUNSEL | 45.00 | 0.00 | $255,216 | $0 | $56,329 | Yes (X) | |||
| WILLIAM CARMODY | |||||||||
| HEAD BASKETBALL COACH (THRU 10/2019) | 45.00 | 0.00 | $268,172 | $0 | $42,228 | Yes (X) | |||
| MICHELE MURRAY | |||||||||
| VICE PRESIDENT STUDENT AFFAIRS | 45.00 | 0.00 | $225,927 | $0 | $47,825 | Yes (X) | |||
| THOMAS MARTIN | |||||||||
| PROFESSOR | 45.00 | 0.00 | $236,789 | $0 | $36,930 | Yes (X) | |||
| FRANK VELLACCIO | |||||||||
| SENIOR VICE PRESIDENT EMERITUS | 45.00 | 0.00 | $212,444 | $0 | $56,205 | Yes (X) | |||
| BAOZHANG HE | |||||||||
| PROFESSOR (THRU 09/2019) | 45.00 | 0.00 | $240,919 | $0 | $13,362 | Yes (X) | |||
| JANE E CORR | |||||||||
| CHIEF OF STAFF & SECRETARY | 45.00 | 0.00 | Yes (X) | $192,468 | $0 | $21,569 | |||
| DANIEL KIM | |||||||||
| VP COMMUNICATION (THRU 08/2019) | 45.00 | 0.00 | $172,668 | $0 | $35,015 | Yes (X) | |||
| DANIEL RICCIARDI | |||||||||
| INT. CIO & ASST TREAS(AS OF 03/2020) | 45.00 | 0.00 | Yes (X) | $151,287 | $0 | $48,829 | |||
| MARISA GREGG | |||||||||
| INT. VP COMM. (AS OF 09/2019) | 45.00 | 0.00 | $155,784 | $0 | $16,122 | Yes (X) | |||
| ELLEN GEORGE BRACKLEY | |||||||||
| EXEC ASST & ASST SECRETARY | 45.00 | 0.00 | Yes (X) | $69,112 | $0 | $26,505 | |||
| DOUGLAS M BAKER JR | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL G BARRETT | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| REV PHILIP L BOROUGHS SJ | |||||||||
| PRESIDENT | 45.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| REV MARK G BOSCO SJ | |||||||||
| TRUSTEE (AS OF 09/2019) | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| HELEN W BOUCHER MD | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| SUSAN POWER CURTIN | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| BRIAN P DUGGAN | |||||||||
| TRUSTEE (THRU 09/2019) | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| SUSAN F FEITELBERG | |||||||||
| TRUSTEE (THRU 09/2019) | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ANNE M FINK | |||||||||
| TRUSTEE (THRU 09/2019) | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| RICHARD S FLAHERTY | |||||||||
| TRUSTEE (AS OF 09/2019) | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| REV JAMES G GARTLAND SJ | |||||||||
| TRUSTEE/VICE CHAIR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| REV C KEVIN GILLESPIE SJ | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| REV MICHAEL CARL GILSON SJ | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| STUART E GRAHAM | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| STANLEY E GRAYSON | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL GREENE | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT A HARRINGTON | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| LOUIS A HURTADO | |||||||||
| TRUSTEE (AS OF 09/2019) | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| BRODERICK D JOHNSON | |||||||||
| TRUSTEE (AS OF 09/2019) | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| THOMAS P JOYCE JR | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| REV GREGORY A KALSCHEUR SJ | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| BRIAN P KELLEY | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JAMES W KEYES | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| LINDA M LEMURA | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| STEPHANIE COLEMAN LINNARTZ | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| STEPHEN A LOVELETTE | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| CHERYL A MARTIN | |||||||||
| TRUSTEE (AS OF 09/2019) | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| REV MARK S MASSA SJ | |||||||||
| TRUSTEE (THRU 09/2019) | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| SHAUN P MATHEWS | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ANN MCELANEY-JOHNSON PHD | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| EDWIN J MCLAUGHLIN | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| CHRISTOPHER M MILLARD | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JAMES F MOONEY III | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| VISAURY MORETA | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT F MORIARTY | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JOHN P MULLMAN | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| REV PETER NGUYEN SJ | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ANDREW J O'BRIEN | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| RICHARD H PATTERSON | |||||||||
| TRUSTEE/CHAIR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| WILLIAM J PHELAN | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| CORNELIUS B PRIOR JR | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| CAROLYN M RISOLI | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| SR BARBARA J ROGERS RSCJ | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| FRANCINE ROSADO-CRUZ | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL H SHANAHAN | |||||||||
| TRUSTEE (AS OF 09/2019) | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| STEPHEN P SKINNER | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| SUZANNE K STREETER | |||||||||
| TRUSTEE (AS OF 09/2019) | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| JOHN J SUYDAM | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| SEAN TEEBAGY | |||||||||
| TRUSTEE (THRU 09/2019) | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| HON HARRY K THOMAS JR | |||||||||
| TRUSTEE | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,770,963 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $859,022 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 216 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 |
|---|---|---|---|---|---|
| DILLER SCOFIDIO RENFRO LLC | |||||
| 601 W 26TH STREET NO 1815 | NEW YORK | NY | 10001 | ARCHITECTS | $1,343,781 |
| SKANSKA USA BUILDING INC | |||||
| 389 INTERFACE PKWY 5TH FLOOR | PARSIPPANY | NJ | 07054 | CONSTRUCTION MANAGEMENT | $736,405 |
| CANNON DESIGN | |||||
| 99 SUMMER STREET 600 | BOSTON | MA | 02110 | ARCHITECTS | $468,311 |
| HOLLAND & KNIGHT LLP | |||||
| 10 ST JAMES AVENUE 11TH FLOOR | BOSTON | MA | 02116 | LEGAL SERVICES | $405,223 |
| HIRSCH ROBERTS WEINSTEIN LLP | |||||
| 24 FEDERAL STREET 12TH FLOOR | BOSTON | MA | 02110 | INVESTIGATION SERVICES | $381,529 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $175,153 | FundraisingAmt |
| Government Grants | $3,690,168 | GovernmentGrantsAmt |
| All Other Contributions | $40,596,444 | AllOtherContributionsAmt |
| Noncash Contributions | $19,728,741 | NoncashContributionsAmt |
| Total Contributions | $44,461,765 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION AND FEES | 611600 | $172,407,213 | $172,407,213 | |
| ROOM AND BOARD | 611710 | $28,749,061 | $28,749,061 | |
| SALES OF AUXILLIARY SERVICES | 722320 | $4,292,459 | $3,582,088 | $710,371 |
| ATHLETICS | 611710 | $2,255,009 | $2,242,665 | $12,344 |
| ALL OTHER | 611710 | $1,154,781 | $1,154,781 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $208,858,523 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,907,237 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $985,558 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,921,679 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $191,382 | 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 | $191,382 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $191,382 | TotalRevenueColumnAmt |
| Exclusion | $191,382 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $279,002,476 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $272,143,978 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,858,498 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,858,498 | TotalRevenueColumnAmt |
| Exclusion | $6,858,498 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $131,405 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $175,153 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $167,505 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$36,100 | TotalRevenueColumnAmt |
| Exclusion | -$36,100 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $265,241,305 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $208,135,808 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,708,273 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,935,459 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,353 | TotalAmt |
| Program Services | $75,353 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,452,347 | TotalAmt |
| Program Services | $64,452,347 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,096,953 | TotalAmt |
| Program Services | $3,096,953 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,114,206 | TotalAmt |
| Program Services | $646,245 | ProgramServicesAmt |
| Management And General | $2,073,592 | ManagementAndGeneralAmt |
| Fundraising | $394,369 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,617 | TotalAmt |
| Program Services | $136,617 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,119,052 | TotalAmt |
| Program Services | $71,818,532 | ProgramServicesAmt |
| Management And General | $7,269,618 | ManagementAndGeneralAmt |
| Fundraising | $4,030,902 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,023,121 | TotalAmt |
| Program Services | $4,345,264 | ProgramServicesAmt |
| Management And General | $441,552 | ManagementAndGeneralAmt |
| Fundraising | $236,305 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,155,064 | TotalAmt |
| Program Services | $14,452,145 | ProgramServicesAmt |
| Management And General | $1,773,723 | ManagementAndGeneralAmt |
| Fundraising | $929,196 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,644,471 | TotalAmt |
| Program Services | $5,563,072 | ProgramServicesAmt |
| Management And General | $743,352 | ManagementAndGeneralAmt |
| Fundraising | $338,047 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,740,951 | TotalAmt |
| Program Services | $6,159 | ProgramServicesAmt |
| Management And General | $1,732,794 | ManagementAndGeneralAmt |
| Fundraising | $1,998 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,370 | TotalAmt |
| Management And General | $297,370 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,548 | TotalAmt |
| Fundraising | $119,548 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,607,488 | TotalAmt |
| Management And General | $3,607,488 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,065,871 | TotalAmt |
| Program Services | $2,328,741 | ProgramServicesAmt |
| Management And General | $1,420,444 | ManagementAndGeneralAmt |
| Fundraising | $316,686 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,945 | TotalAmt |
| Program Services | $171,103 | ProgramServicesAmt |
| Management And General | $44,362 | ManagementAndGeneralAmt |
| Fundraising | $5,480 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,690,057 | TotalAmt |
| Program Services | $5,879,652 | ProgramServicesAmt |
| Management And General | $948,370 | ManagementAndGeneralAmt |
| Fundraising | $862,035 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,660,831 | TotalAmt |
| Program Services | $1,669,252 | ProgramServicesAmt |
| Management And General | $1,778,813 | ManagementAndGeneralAmt |
| Fundraising | $212,766 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,606,741 | TotalAmt |
| Program Services | $7,653,869 | ProgramServicesAmt |
| Management And General | $836,389 | ManagementAndGeneralAmt |
| Fundraising | $116,483 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,814,157 | TotalAmt |
| Program Services | $3,341,358 | ProgramServicesAmt |
| Management And General | $246,076 | ManagementAndGeneralAmt |
| Fundraising | $226,723 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $605,681 | TotalAmt |
| Program Services | $559,057 | ProgramServicesAmt |
| Management And General | $34,905 | ManagementAndGeneralAmt |
| Fundraising | $11,719 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,162,877 | TotalAmt |
| Program Services | $5,681,633 | ProgramServicesAmt |
| Management And General | $481,244 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,757,737 | TotalAmt |
| Program Services | $16,282,728 | ProgramServicesAmt |
| Management And General | $1,475,009 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,426,077 | TotalAmt |
| Program Services | $51,398 | ProgramServicesAmt |
| Management And General | $3,143,016 | ManagementAndGeneralAmt |
| Fundraising | $231,663 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STUDY ABROAD EXPENSES | $5,182,005 | $5,182,005 | ||
| FOOD FOR DINING OPER. | $4,082,889 | $3,629,586 | $194,926 | $258,377 |
| LIBRARY COLLECTION | $1,859,662 | $1,859,357 | $305 | |
| COST OF MERCH. SOLD | $1,378,105 | $1,249,161 | $124,326 | $4,618 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,287,147 | TotalAmt |
| Program Services | $3,831,294 | ProgramServicesAmt |
| Management And General | $439,525 | ManagementAndGeneralAmt |
| Fundraising | $16,328 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,383,323 | TotalAmt |
| Program Services | $223,962,881 | ProgramServicesAmt |
| Management And General | $29,107,199 | ManagementAndGeneralAmt |
| Fundraising | $8,313,243 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,397 | BOYAmt |
| EOY | $7,234 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,475,921 | BOYAmt |
| EOY | $125,938,013 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,542,230 | BOYAmt |
| EOY | $65,130,020 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $349,499 | BOYAmt |
| EOY | $1,497,961 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,628,830 | BOYAmt |
| EOY | $6,458,808 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $461,840 | BOYAmt |
| EOY | $559,721 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,101,536 | BOYAmt |
| EOY | $489,601 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $659,556,955 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $312,864,782 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $307,957,101 | BOYAmt |
| EOY | $346,692,173 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,392,786 | BOYAmt |
| EOY | $70,134,841 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $738,048,033 | BOYAmt |
| EOY | $697,431,889 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,397,857 | BOYAmt |
| EOY | $5,841,631 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,257,371,030 | BOYAmt |
| EOY | $1,320,181,892 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,498,933 | BOYAmt |
| EOY | $39,189,138 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,462,626 | BOYAmt |
| EOY | $6,364,373 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,325,308 | BOYAmt |
| EOY | $128,928,048 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $493,469 | BOYAmt |
| EOY | $847,679 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,500,000 | BOYAmt |
| EOY | $82,500,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,097,624 | BOYAmt |
| EOY | $40,017,614 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,377,960 | BOYAmt |
| EOY | $297,846,852 | 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 | $506,038,754 | BOYAmt |
| EOY | $498,847,990 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $530,954,316 | BOYAmt |
| EOY | $523,487,050 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,036,993,070 | BOYAmt |
| EOY | $1,022,335,040 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,257,371,030 | BOYAmt |
| EOY | $1,320,181,892 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,857,982 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,872,442 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$12,643,570 | 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 | $38,853,240 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,343,574 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,095,480 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,981,534 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,461,765 | CurrentTaxYearAmt |
| Total | $198,735,593 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,853,240 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,343,574 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,095,480 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,981,534 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,461,765 | CurrentTaxYearAmt |
| Total | $198,735,593 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $33,526,325 | SubstantialContributorsTotAmt |
| Public Support Total170 | $165,209,268 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,844,451 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,450,455 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,742,961 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,940,153 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,113,061 | CurrentTaxYearAmt |
| Total | $26,091,081 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $224,826,674 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $988,448,799 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73480 | PublicSupportCY170Pct |
| Public Support PY170 | 0.67010 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 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 | $1,187 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,187 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B: | FormAndLineReferenceDesc |
| Explanation | THE COLLEGE PAID MEMBERSHIP DUES OF $79,116 DURING THE FISCAL YEAR TO CERTAIN ORGANIZATIONS WHICH MAY LOBBY ON ITS BEHALF. THE COLLEGE RECEIVED INFORMATION FROM ONE ASSOCIATION THAT DUES OF $1,187 WERE ATTRIBUTABLE TO LOBBYING EXPENDITURES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 1 | TotalEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $1,305,460 | 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 | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $785,851,880 | BeginningYearBalanceAmt |
| Contributions | $4,615,665 | ContributionsAmt |
| Investment Earnings Or Losses | $4,823,833 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,295,512 | GrantsOrScholarshipsAmt |
| Other Expenditures | $21,201,895 | OtherExpendituresAmt |
| Administrative Expenses | $4,495,329 | AdministrativeExpensesAmt |
| End Year Balance | $760,298,642 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $783,207,500 | BeginningYearBalanceAmt |
| Contributions | $6,844,390 | ContributionsAmt |
| Investment Earnings Or Losses | $29,517,685 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,115,704 | GrantsOrScholarshipsAmt |
| Other Expenditures | $21,310,201 | OtherExpendituresAmt |
| Administrative Expenses | $3,291,790 | AdministrativeExpensesAmt |
| End Year Balance | $785,851,880 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $748,948,135 | BeginningYearBalanceAmt |
| Contributions | $9,704,051 | ContributionsAmt |
| Investment Earnings Or Losses | $56,941,859 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,613,563 | GrantsOrScholarshipsAmt |
| Other Expenditures | $20,612,674 | OtherExpendituresAmt |
| Administrative Expenses | $3,160,308 | AdministrativeExpensesAmt |
| End Year Balance | $783,207,500 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $680,992,673 | BeginningYearBalanceAmt |
| Contributions | $12,249,936 | ContributionsAmt |
| Investment Earnings Or Losses | $83,301,496 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,133,514 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,418,774 | OtherExpendituresAmt |
| Administrative Expenses | $3,043,682 | AdministrativeExpensesAmt |
| End Year Balance | $748,948,135 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $721,309,725 | BeginningYearBalanceAmt |
| Contributions | $10,357,509 | ContributionsAmt |
| Investment Earnings Or Losses | -$20,182,207 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,556,453 | GrantsOrScholarshipsAmt |
| Other Expenditures | $18,979,029 | OtherExpendituresAmt |
| Administrative Expenses | $3,956,872 | AdministrativeExpensesAmt |
| End Year Balance | $680,992,673 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.45720 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.28040 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26240 | 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 | $5,862,105 | OtherCostOrOtherBasisAmt |
| Book Value | $5,862,105 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $530,918,733 | OtherCostOrOtherBasisAmt |
| Depreciation | $221,880,026 | DepreciationAmt |
| Book Value | $309,038,707 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $74,000,969 | OtherCostOrOtherBasisAmt |
| Depreciation | $59,932,931 | DepreciationAmt |
| Book Value | $14,068,038 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,775,148 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,051,825 | DepreciationAmt |
| Book Value | $17,723,323 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $346,692,173 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| GLOBAL EQUITY | $370,508,283 | F |
| HEDGE FUND ABS. RETURN | $132,689,139 | F |
| PRIVATE EQUITY | $153,073,343 | F |
| REAL ASSETS | $37,267,289 | F |
| OTHER INVESTMENTS | $3,893,835 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $697,431,889 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST RATE SWAP | $10,833,376 |
| US GOVT REFUNDABLE ADVANCES | $5,042,261 |
| ANNUITY OBLIGATIONS | $3,806,699 |
| ACCRUED PENSION OBLIGATION | $20,335,278 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $40,017,614 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $175,371,715 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,872,442 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$79,204,866 | OtherRevenueAmt |
| Revenue Not Reported | -$85,077,308 | RevenueNotReportedAmt |
| Revenue Subtotal | $260,449,023 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $4,959,787 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$167,505 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,792,282 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $265,241,305 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $190,029,727 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,195,050 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,195,050 | ExpensesNotReportedAmt |
| Expenses Subtotal | $188,834,677 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $4,959,787 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $67,588,859 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $72,548,646 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $261,383,323 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | THE COLLEGE HAS NOT RECEIVED ANY GIFT OF PROPERTY SUBJECT TO A CONSERVATION EASEMENT AND THEREFORE DOES NOT REPORT A CONSERVATION EASEMENT IN ITS REVENUE AND EXPENSE STATEMENT OR BALANCE SHEET. TWO OF THE COLLEGE'S BUILDINGS THAT ARE USED FOR ACADEMIC AND ADMINISTRATIVE PURPOSES WERE BUILT IN THE LATE 1800'S AND ARE INCLUDED ON THE HISTORIC REGISTER. |
| PART III, LINE 4: | THROUGH BOTH CONTEMPORARY AND HISTORICAL EXHIBITIONS, THE IRIS AND B. GERALD CANTOR ART GALLERY (THE GALLERY) AT HOLY CROSS EDUCATES THE COLLEGE AND WORCESTER COMMUNITIES ABOUT THE FUNDAMENTAL INTELLECTUAL, CULTURAL, SPIRITUAL AND AESTHETIC ISSUES ENCOUNTERED THROUGH VISUAL ART. OPEN FREE TO THE PUBLIC, THE GALLERY SEEKS TO PROMOTE AND SUPPORT THE INTELLECTUAL AND CULTURAL LIFE OF THE COLLEGE THROUGH THE PRESENTATION AND DISCUSSION OF A DIVERSITY OF VISUAL ARTS. THE GALLERY HAS SPECIAL RESPONSIBILITY FOR INTEGRATING THE LIBERAL ART VALUES OF THE COLLEGE AND THE CLASSROOM BY LINKING EXHIBITIONS TO THE BROADER CURRICULUM AND COMMUNITY. |
| PART IV, LINE 2B: | AGENCY FUNDS ARE HELD BY THE COLLEGE AS CUSTODIAN OR FISCAL AGENT. FUNDS MAY BE HELD FOR RECOGNIZED FACULTY, STAFF, STUDENT OR ALUMNI ORGANIZATIONS THAT ARE COLLECTED FROM ACTIVITY FEES, DUES OR FUNDRAISING. THE FUNDS ARE DEPOSITED WITH THE COLLEGE FOR SAFEKEEPING TO BE USED OR WITHDRAWN BY THE DEPOSITOR UPON PROPER AUTHORIZATION AND DOCUMENTATION. EXPENDITURES FROM THE FUND ARE USED PRIMARILY TO FUND STUDENT ACTIVITIES, TRIPS AND PROJECTS OF INTEREST TO THE STUDENTS OR TO SUPPORT COLLEGE PROGRAMS. EACH AGENCY FUND IS PROVIDED A UNIQUE COST CENTER ESTABLISHED IN THE COLLEGE FINANCIAL RECORDS. THESE COST CENTERS PROVIDE A SAFE, SECURE AND CONVENIENT METHOD OF ACCOUNTING FOR AND ADMINISTERING THESE FUNDS. ALL CUSTODIAL FUNDS FOLLOW THE EXPENDITURE PROCEDURES OUTLINED BY THE COLLEGE. PART V, LINE 2: THE COLLEGE HAS ADOPTED FASB ASU 2016-14, PRESENTATION OF THE FINANCIAL STATEMENTS FOR NOT-FOR-PROFIT ENTITIES. AS A RESULT, THE JUNE 30, 2020 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, THE 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 TEMPORARILY RESTRICTED ENDOWMENT. |
| PART V, LINE 4: | THE COLLEGE'S ENDOWMENT CONSISTS OF APPROXIMATELY 860 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENT. THE COLLEGE'S ENDOWMENT FUND SUPPORTS THE FOLLOWING AREAS: FINANCIAL AID FOR STUDENTS, TEACHING, ACADEMIC SUPPORT, STUDENT SERVICES AND ATHLETIC PROGRAMS. |
| PART X, LINE 2: | THE COLLEGE IS A TAX EXEMPT ORGANIZATION AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(A) OF THE CODE AND APPLICABLE STATE LAW. THE COLLEGE BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN INTEREST RATE SWAP AGREEMENT -2,652,080. POST RETIREMENT BENEFIT CHANGES -9,991,472. INTRA-DEPARTMENTAL REVENUES 1,754,497. FINANCIAL AID RECLASS -67,549,300. BAD DEBT EXPENSE -891,000. AMORTIZATION OF ANNUITY OBLIGATION 164,048. NET MISCELLANEOUS -39,559. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE -167,505. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INTRA-DEPARTMENTAL REVENUES 1,754,497. FUNDRAISING EXPENSE 167,505. BAD DEBT EXPENSE -891,000. AMORTIZATION OF ANNUITY OBLIGATIONS 164,048. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID RECLASS 67,549,300. NET MISCELLANEOUS 39,559. |
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 | A SUMMARY OF THE NON-DISCRIMINATION POLICY IS INCLUDED IN PRINT, ELECTRONIC MEDIA, AND ON THE WEBSITE DESCRIBING COLLEGE ADMISSION REQUIREMENTS. |
| SCHEDULE E, PART I, LINE 6 | THE COLLEGE PARTICIPATES IN THE TITLE IV PROGRAM FOR CAMPUS WORK STUDY, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS AND THE PERKINS LOAN FUND, DIRECT LENDING AND PELL GRANT PROGRAMS. THE COLLEGE IS ALSO PARTICIPATING IN GRANTS WITH THE NATIONAL SCIENCE FOUNDATION TO PROVIDE STEM GRANTS TO STUDENTS STUDYING MATH OR SCIENCES AS A MAJOR. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (17 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 24 | PROGRAM SERVICES | ATTEND COLLEGE ABROAD | $3,209,719 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | ATTEND COLLEGE ABROAD | $806,361 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | ATTEND COLLEGE ABROAD | $391,680 |
| SOUTH AMERICA | 0 | 2 | PROGRAM SERVICES | ATTEND COLLEGE ABROAD | $292,073 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | ATTEND COLLEGE ABROAD | $123,525 |
| RUSSIA AND NEIGHBORING STATES | 0 | 2 | PROGRAM SERVICES | ATTEND COLLEGE ABROAD | $40,181 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | ATTEND COLLEGE ABROAD | $2,730 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | ATTEND COLLEGE ABROAD | $480 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | GRANTMAKING | $3,600 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTMAKING | $408,750 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTMAKING | $1,985,478 | |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANTMAKING | $82,200 | |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | GRANTMAKING | $61,400 | |
| SOUTH AMERICA | 0 | 0 | GRANTMAKING | $511,475 | |
| SOUTH ASIA | 0 | 0 | GRANTMAKING | $16,550 | |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTMAKING | $27,500 | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $110,595,978 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 28 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 28 | TotalEmployeeCnt |
| Subtotal Spent | $4,866,749 | SubtotalSpentAmt |
| Continuation Spent | $113,692,931 | ContinuationSpentAmt |
| Total Spent | $118,559,680 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| SCHOLARSHIP | EUROPE (INCLUDING ICELAND & GREENLAND) | 88 | $1,985,478 | $0 | ACCT CREDIT | FMV |
| SCHOLARSHIP | SOUTH AMERICA | 21 | $511,475 | $0 | ACCT CREDIT | FMV |
| SCHOLARSHIP | EAST ASIA AND THE PACIFIC | 27 | $408,750 | $0 | ACCT CREDIT | FMV |
| SCHOLARSHIP | MIDDLE EAST AND NORTH AFRICA | 4 | $82,200 | $0 | ACCT CREDIT | FMV |
| SCHOLARSHIP | RUSSIA AND NEIGHBORING STATES | 1 | $61,400 | $0 | ACCT CREDIT | FMV |
| SCHOLARSHIP | SUB-SAHARAN AFRICA | 1 | $27,500 | $0 | ACCT CREDIT | FMV |
| SCHOLARSHIP | SOUTH ASIA | 1 | $16,550 | $0 | ACCT CREDIT | FMV |
| SCHOLARSHIP | CENTRAL AMERICA AND THE CARIBBEAN | 1 | $3,600 | $0 | ACCT CREDIT | FMV |
| 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 (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE COLLEGE MANAGES ALL RELATIONSHIPS WITH INTERNATIONAL HOST INSTITUTIONS DIRECTLY AND CONDUCTS PERIODIC EVALUATIONS OF THE PROGRAMS. STUDENTS ARE BILLED TUITION BY THE COLLEGE. THE COLLEGE MANAGES ALL ASPECTS OF THE PROGRAM AND ITS COSTS PROVIDING FOR ADVISORS, LINGUISTIC SUPPORT AND TUTORIAL ASSISTANCE. PROGRAM COSTS, OTHER THAN SCHOLARSHIPS, ARE TRACKED BY PROGRAM LOCATION. SCHOLARSHIPS ARE PROVIDED TO STUDENTS ATTENDING PROGRAMS ABROAD USING THE SAME METHODOLOGY APPLIED TO STUDENTS WHO ATTEND CLASSES IN THE UNITED STATES AS DESCRIBED ON FORM 990, SCHEDULE I, PART IV. |
| PART I, LINE 3: | ACCOUNTING METHOD USED THE ACCOUNTING METHOD USED TO REPORT EXPENSES FOLLOWS THE ACCRUAL METHOD WHICH IS ALSO THE METHOD OF THE ORGANIZATION'S BOOKS AND RECORDS. |
| PART III ACCOUNTING METHOD: | |
| PART III, LINE 1: | THIS AID IS PROVIDED TO RESIDENT AND NON-RESIDENT STUDENTS ATTENDING A STUDY ABROAD PROGRAM. |
| PART III: | ACCOUNTING METHOD USED THE ACCOUNTING METHOD USED TO REPORT EXPENSES FOLLOWS THE ACCRUAL METHOD WHICH IS ALSO THE METHOD OF THE ORGANIZATION'S BOOKS AND RECORDS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| PLANNED GIVING MARKETING LLC | ||||||||
| 620 W GERMANTOWN PIKE SUITE 440 | PLYMOUTH MEETING | PA | 19462 | PROFESSIONAL SERVICES | 0 | $0 | $43,129 | -$43,129 |
| MARTS & LUNDY INC | ||||||||
| 160 CHUBB AVE SUITE 303 | LYNDHURST | NJ | 07071 | PROFESSIONAL SERVICES | 0 | $0 | $32,090 | -$32,090 |
| CARTER HALLIDAY ASSOCIATES | ||||||||
| 107 SOUTH STREET 5D | BOSTON | MA | 02111 | PROFESSIONAL SERVICES | 0 | $0 | $24,500 | -$24,500 |
| RONALD JOYCE | ||||||||
| 39 OAKWOOD DR | YARMOUTH | ME | 04096 | PROFESSIONAL SERVICES | 0 | $0 | $12,329 | -$12,329 |
| MICHAEL GRINLEY | ||||||||
| PO BOX 611 | GOSHEN | MA | 01032 | PROFESSIONAL SERVICES | 0 | $0 | $7,500 | -$7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $119,548 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$119,548 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF CLASSIC | Event1Nm |
| Gross Receipts Event1 | $155,500 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $71,750 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $83,750 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $120,302 | RentFacilityCostsEvent1Amt |
| Event2 | MENS HOCKEY | Event2Nm |
| Gross Receipts Event2 | $50,650 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $27,030 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $23,620 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $20,591 | RentFacilityCostsEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $100,408 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $76,373 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $24,035 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $26,612 | RentFcltyCostsOtherEventsAmt |
| Gross Receipts Total | $306,558 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $175,153 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $131,405 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $167,505 | RentFcltyCostsTotalEventsAmt |
| Direct Expense Summary Events | $167,505 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$36,100 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| RENSSELAER POLYTECHNIC UNIVERSITY | |||||||
| 110 EIGHT ST | TROY | NY | 12180 | 141340095 | 501(C)(3) | $13,344 | RESEARCH |
| UNITED WAY OF CENTRAL MASS INC | |||||||
| 448 MAIN ST SUITE 300 | WORCESTER | MA | 01608 | 042104017 | 501(C)(3) | $30,000 | WORCESTER TOGETHER: CENTRAL MASS COVID-19 FUND |
| TOWN OF WEST BOYLSTON | |||||||
| 127 HARTWELL ST SUITE 100 | WEST BOYLSTON | MA | 01583 | 046001348 | 115 | $12,000 | PUBLIC LIBRARY SUPPORT |
| CITY OF WORCESTER | |||||||
| 455 MAIN ST | WORCESTER | MA | 01608 | 046001418 | 115 | $10,000 | YOUTH SUMMER PROGRAMS |
| ST JOHN'S FOOD FOR THE POOR | |||||||
| 20 TEMPLE ST | WORCESTER | MA | 01604 | 042106729 | 501(C)(3) | $10,000 | FOOD BANK SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP | GrantTypeTxt |
| Recipient | 1862 | RecipientCnt |
| Cash Grant | $64,452,347 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE I, PART I, LINE 1: | GRANTS PAID BY THE COLLEGE INCLUDE SUBAWARDS OF FEDERAL RESEARCH FUNDS AND SUPPORT OF CERTAIN CHARITABLE ORGANIZATIONS WITHIN THE WORCESTER AREA. THESE GRANTS ARE CLOSELY TIED TO PROMOTING THE COLLEGE'S CHARITABLE AND EDUCATIONAL MISSION AND CONTRIBUTE TO THE ENRICHMENT OF THE GREATER WORCESTER AREA. |
| SCHEDULE I, PART I, LINE 2: | THE COLLEGE SUPPORTS A NEED BASED FINANCIAL AID POLICY THAT IS REPRESENTATIVE OF ITS ACADEMIC AND SPIRITUAL GOALS AS AN UNDERGRADUATE, JESUIT, LIBERAL ARTS COLLEGE. THE COLLEGE WILL MEET THE FULL DEMONSTRATED NEED OF EACH STUDENT, AS CALCULATED ACCORDING TO NATIONALLY RECOGNIZED FINANCIAL AID CRITERIA. ALL STUDENTS ARE ENCOURAGED TO APPLY REGARDLESS OF THEIR SOCIO-ECONOMIC BACKGROUND. OVER 50% OF ALL STUDENTS ADMITTED RECEIVE SOME FORM OF FINANCIAL ASSISTANCE. STUDENTS ARE REQUIRED TO MAINTAIN SATISFACTORY ACADEMIC PROGRESS TO RECEIVE AID. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DOROTHY A HAUVER | ||||||||||||||
| VICE PRESIDENT AND TREASURER | $337,196 | $0 | $0 | $0 | $21,049 | $0 | $30,942 | $0 | $127,407 | $0 | $516,594 | $0 | $0 | $0 |
| TRACY BARLOK | ||||||||||||||
| VICE PRESIDENT FOR ADVANCEMENT | $322,253 | $0 | $0 | $0 | $29,158 | $0 | $30,942 | $0 | $32,067 | $0 | $414,420 | $0 | $0 | $0 |
| TIMOTHY JARRY | ||||||||||||||
| CHIEF INVEST. OFFICER (THRU 03/2020) | $350,531 | $0 | $0 | $0 | $1,347 | $0 | $30,942 | $0 | $28,672 | $0 | $411,492 | $0 | $0 | $0 |
| MARGARET FREIJE | ||||||||||||||
| PROVOST & DEAN OF THE COLLEGE | $298,119 | $0 | $0 | $0 | $3,991 | $0 | $30,942 | $0 | $56,270 | $0 | $389,322 | $0 | $0 | $0 |
| ALAN AVERY-PECK | ||||||||||||||
| PROFESSOR | $202,363 | $0 | $0 | $0 | $24,170 | $0 | $25,158 | $0 | $64,761 | $0 | $316,452 | $0 | $0 | $0 |
| ELIZABETH SMALL | ||||||||||||||
| GENERAL COUNSEL | $253,577 | $0 | $0 | $0 | $1,639 | $0 | $28,542 | $0 | $27,787 | $0 | $311,545 | $0 | $0 | $0 |
| WILLIAM CARMODY | ||||||||||||||
| HEAD BASKETBALL COACH (THRU 10/2019) | $222,817 | $0 | $0 | $0 | $45,355 | $0 | $24,907 | $0 | $17,321 | $0 | $310,400 | $0 | $0 | $0 |
| MICHELE MURRAY | ||||||||||||||
| VICE PRESIDENT STUDENT AFFAIRS | $224,789 | $0 | $0 | $0 | $1,138 | $0 | $24,656 | $0 | $23,169 | $0 | $273,752 | $0 | $0 | $0 |
| THOMAS MARTIN | ||||||||||||||
| PROFESSOR | $228,757 | $0 | $0 | $0 | $8,032 | $0 | $24,956 | $0 | $11,974 | $0 | $273,719 | $0 | $0 | $0 |
| FRANK VELLACCIO | ||||||||||||||
| SENIOR VICE PRESIDENT EMERITUS | $193,636 | $0 | $0 | $0 | $18,808 | $0 | $23,668 | $0 | $32,537 | $0 | $268,649 | $0 | $0 | $0 |
| BAOZHANG HE | ||||||||||||||
| PROFESSOR (THRU 09/2019) | $64,926 | $0 | $0 | $0 | $175,993 | $0 | $6,677 | $0 | $6,685 | $0 | $254,281 | $0 | $0 | $0 |
| JANE E CORR | ||||||||||||||
| CHIEF OF STAFF & SECRETARY | $171,790 | $0 | $0 | $0 | $20,678 | $0 | $19,598 | $0 | $1,971 | $0 | $214,037 | $0 | $0 | $0 |
| DANIEL KIM | ||||||||||||||
| VP COMMUNICATION (THRU 08/2019) | $140,584 | $0 | $0 | $0 | $32,084 | $0 | $14,811 | $0 | $20,204 | $0 | $207,683 | $0 | $0 | $0 |
| DANIEL RICCIARDI | ||||||||||||||
| INT. CIO & ASST TREAS(AS OF 03/2020) | $150,692 | $0 | $0 | $0 | $595 | $0 | $15,402 | $0 | $33,427 | $0 | $200,116 | $0 | $0 | $0 |
| MARISA GREGG | ||||||||||||||
| INT. VP COMM. (AS OF 09/2019) | $155,052 | $0 | $0 | $0 | $732 | $0 | $15,833 | $0 | $289 | $0 | $171,906 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 4B: | FormAndLineReferenceDesc |
| Explanation | THE COLLEGE HAS ESTABLISHED A VOLUNTARY EARLY RETIREMENT PROGRAM FOR TENURED FACULTY MEMBERS WHO HAVE COMPLETED FIFTEEN YEARS OF SERVICE AND ATTAINED THE AGE OF SIXTY-TWO. ELIGIBLE FACULTY MEMBERS ARE ENTITLED TO A PERCENTAGE PAYOUT THAT DECREASES WITH AGE. IN ADDITION, ELIGIBLE FACULTY MEMBERS ARE ABLE TO REMAIN ENROLLED IN THE COLLEGE'S AVAILABLE MEDICAL HEALTH PLANS. BAOZHANG HE RETIRED IN SEPTEMBER 2019 AND RECEIVED $175,280 IN OTHER REPORTABLE COMPENSATION AS PART OF THE COLLEGE'S EARLY RETIREMENT PROGRAM. THERE ARE NO OTHER AMOUNTS TO BE PAID. WILLIAM CARMODY SEPARATED FROM THE ORGANIZATION IN JULY 2019. AS PART OF HIS SEPARATION, HE RECEIVED A CONTINUATION OF CERTAIN BENEFITS IN THE AMOUNT OF $3,792. THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MDFA 2008A | ||||||||
| A | 043431814 | 57583RUZ6 | 2008-05-08 | $45,340,000 | REFUNDING 2007A ISSUE | 0 | 0 | 0 |
| MDFA 2016A | ||||||||
| B | 043431814 | 57584XLE9 | 2016-04-06 | $42,545,003 | REFUND 2008B ISSUE & CONSTRUCTION | 0 | 0 | 0 |
| MDFA 2017A | ||||||||
| C | 043431814 | 57584XR60 | 2017-06-06 | $14,441,700 | REFUNDING 2007B ISSUE | 0 | 0 | 0 |
| MDFA 2018A | ||||||||
| D | 043431814 | 57584YFT1 | 2018-06-07 | $24,144,512 | REFUNDING 2008B ISSUE | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Other Spent ProceedsOtherSpentProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $11,915,000 | $45,340,000 | $181,594 | $158,406 | $45,000,000 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $1,120,000 | $42,545,003 | $476,785 | $12,063,658 | 0 | Yes (1) | Yes (1) | Yes (1) | $30,004,560 | 2018 | |
| C | $3,880,000 | $14,441,700 | $208,409 | $14,233,291 | Yes (1) | 0 | Yes (1) | Yes (1) | |||
| D | $2,410,000 | $24,144,512 | $311,467 | $23,833,045 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | 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 | Yes (1) | Yes (1) | 0 | Yes (1) | 0 | 0.00910 | 0.00910 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Business Name Line2HedgeProviderName/BusinessNameLine2Txt | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA | |||||||||||||
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | LLC | 28.300000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| (no name) | |||||||||||||
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | ||||
| (no name) | |||||||||||||
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||||
| (no name) | |||||||||||||
| D | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: MDFA 2016A DATE THE REBATE COMPUTATION WAS PERFORMED: 06/30/2020 |
| SCHEDULE K, PART II, LINE 11: | THE OTHER SPENT PROCEEDS FROM THE MDFA 2008A WAS USED TO REFUND THE 2007A BOND ISSUE. THE OTHER SPENT PROCEEDS FROM THE MDFA 2016A WAS USED TO REFUND THE 2008B BOND ISSUE. THE OTHER SPENT PROCEEDS FROM THE MDFA 2017A WAS USED TO REFUND THE 2007B BOND ISSUE. THE OTHER SPENT PROCEEDS FROM THE MDFA 2018A WAS USED TO REFUND THE 2008B BOND ISSUE. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NOT REQUIRED | PersonNm |
| Relationship With Org | NOT REQUIRED | RelationshipWithOrgTxt |
| Cash Grant | $66,595 | CashGrantAmt |
| Type Of Assistance | SCHOLARSHIP | TypeOfAssistanceTxt |
| Assistance Purpose | SCHOLARSHIP | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| KEVIN BLANCHARD | |||
| OFFICER FAMILY | $79,371 | EMPLOYMENT | 0 |
| JEFFREY BARLOK | |||
| KEY EE FAMILY | $57,246 | EMPLOYMENT | 0 |
| AE INDUSTRIAL PARTNERS LP | |||
| TRUSTEE MANAG PTR. | $100,000 | INVESTMENT & FEES | 0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE L, PART IV, LINE 1: | KEVIN BLANCHARD, AN EMPLOYEE OF THE COLLEGE IS RELATED TO AN OFFICER AND RECEIVED COMPENSATION AND BENEFITS FOR HIS SERVICES TOTALING $79,371 DURING FISCAL YEAR 2020.JEFFREY BARLOK, AN EMPLOYEE OF THE COLLEGE IS RELATED TO A KEY EMPLOYEE AND RECEIVED COMPENSATION AND BENEFITS FOR HIS SERVICES TOTALING $57,246 DURING FISCAL YEAR 2020. |
| SCHEDULE L, PART IV, LINE 3: | AE INDUSTRIAL PARTNERS, LP IS A 35% CONTROLLED ENTITY OF A COLLEGE TRUSTEE. MANAGEMENT AND INCENTIVE FEES PAID BY THE COLLEGE TO AE INDUSTRIAL PARTNERS, LP FOR THE YEAR ENDED 6/30/2020 WERE $100,000. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 125 | ContributionCnt |
| Noncash Contributions Rpt F990 | $19,728,741 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | 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 | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE TO THE COLLEGE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A: | THE PRIMARY PROGRAM IS UNDERGRADUATE INSTRUCTION IN THE LIBERAL ARTS THAT LEADS TO A BACHELOR OF ARTS DEGREE. THE CURRICULUM INCLUDES PROGRAMS IN THE ARTS, SCIENCES, SOCIAL SCIENCES AND HUMANITIES. THE PROGRAM EMPHASIZES ACADEMIC BREADTH AND DEPTH SUPPORTED BY ESSENTIAL FOUNDATIONAL SKILLS, SUCH AS CRITICAL THINKING, CLEAR COMMUNICATION, AND CAREFUL ANALYSIS AND SYNTHESIS OF INFORMATION, THAT ARE RELEVANT IN EVERY LINE OF WORK AND STUDY. OF THE 7,200 STUDENTS WHO APPLIED FOR THE FIRST-YEAR CLASS THAT ENROLLED IN FALL 2019 (FISCAL 2020), THIRTY-FOUR PERCENT (OR 2,464) WERE ADMITTED AND 829 OPTED TO ENROLL. THE ENTERING CLASS WAS FORTY FOUR PERCENT MEN AND FIFTY SIX PERCENT WOMEN AND REPRESENTED STUDENTS FROM 38 STATES, TERRITORIES, THE DISTRICT OF COLUMBIA AS WELL AS NINE FOREIGN COUNTRIES. FULL-TIME ENROLLMENT TOTALED 3,142 IN FALL 2019, WITH 708 STUDENTS GRADUATING DURING THE FISCAL YEAR, NEARLY ALL IN MAY 2020. APPROXIMATELY TWENTY FOUR PERCENT OF THE COLLEGE'S FULL-TIME ENROLLMENT CONSISTED OF STUDENTS OF COLOR AND AN ADDITIONAL THREE PERCENT WERE INTERNATIONAL STUDENTS. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE COLLEGE'S EXECUTIVE COMMITTEE IS SUBORDINATE TO THE BOARD OF TRUSTEES. HOWEVER, BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE HAS ALL THE POWERS AND DUTIES OF THE BOARD OF TRUSTEES EXCEPT TO APPROVE OR AUTHORIZE CHANGES IN THE ARTICLES OF INCORPORATION OR BYLAWS; TO REMOVE OR ELECT OFFICERS OF THE CORPORATION OR THE PRESIDENT OF THE COLLEGE; TO EFFECT ANY MAJOR CHANGE IN THE NATURE OF THE OPERATIONS OF THE COLLEGE; TO AUTHORIZE ANY MORTGAGE OR ENCUMBRANCE ON ALL OR ANY SUBSTANTIAL PART OF THE PROPERTY OF THE CORPORATION; OR TO CONFER HONORS OR DEGREES. EXECUTIVE COMMITTEE MEMBERS ARE MEMBERS OF THE BOARD OF TRUSTEES. THE COMMITTEE FOR THE YEAR ENDED JUNE 30, 2020 INCLUDED; REV. PHILIP L. BOROUGHS, S.J., HELEN W. BOUCHER, M.D., REV. JAMES G. GARTLAND, S.J., RICHARD H. PATTERSON AND JAMES F. MOONEY III. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE DRAFT FORM 990 IS PROVIDED TO THE COMMITTEE ON AUDIT AND INSTITUTIONAL RISK OF THE BOARD OF TRUSTEES SUFFICIENTLY IN ADVANCE OF THE FILING DEADLINE TO ENABLE A DETAILED AND CONSCIENTIOUS REVIEW BY ALL MEMBERS OF THE COMMITTEE WITH MANAGEMENT AND THE COLLEGE'S TAX ADVISOR. ALL QUESTIONS AND CONCERNS OF THE COMMITTEE ON AUDIT AND INSTITUTIONAL RISK MEMBERS ARE ADDRESSED AND INCORPORATED INTO THE FORM 990 AS APPROPRIATE. AFTER THE COMMITTEE ON AUDIT AND INSTITUTIONAL RISK REVIEW, ALL MEMBERS OF THE BOARD OF TRUSTEES ARE PROVIDED WITH THE COMPLETED FORM 990 IN ADVANCE OF THE FILING DEADLINE VIA A DEDICATED COLLEGE WEBSITE. ALL QUESTIONS AND CONCERNS OF THE MEMBERS OF THE BOARD OF TRUSTEES ARE ADDRESSED BY THE COLLEGE TREASURER AND INCORPORATED INTO THE FORM 990 AS APPROPRIATE. AFTER ALL INPUT FROM THE BOARD OF TRUSTEES AND THE COMMITTEE ON AUDIT AND INSTITUTIONAL RISK HAS BEEN APPROPRIATELY ADDRESSED, THE TREASURER OF THE COLLEGE AUTHORIZES THE COLLEGE'S TAX ADVISOR TO FILE THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL OFFICERS, TRUSTEES AND KEY EMPLOYEES ASSUME RESPONSIBILITY FOR CONSIDERING POSSIBLE CONFLICTS OF INTEREST THAT ARISE DURING SERVICE WITH THE COLLEGE. TO HELP OFFICERS, TRUSTEES, AND KEY EMPLOYEES IDENTIFY POSSIBLE CONFLICTS OF INTEREST, THE COLLEGE HAS DEVELOPED A DISCLOSURE FORM THAT MUST BE COMPLETED AND UPDATED AT LEAST ANNUALLY DURING THE COURSE OF THEIR SERVICE. OFFICERS, TRUSTEES, AND KEY EMPLOYEES MUST ALSO DISCLOSE ANY CONFLICT OF INTEREST AS SOON AS THEY BECOME AWARE OF ANY CONFLICT. THE COLLEGE'S GENERAL COUNSEL WILL REVIEW THE DISCLOSURES AND REPORT CONFLICTS OF INTEREST TO THE CHAIRMAN OF THE BOARD OF TRUSTEES AND THE COMMITTEE ON AUDIT AND INSTITUTIONAL RISK. THE COMMITTEE ON AUDIT AND INSTITUTIONAL RISK CONSIDERS THE BEST INTERESTS OF THE COLLEGE AND THE NATURE OF THE CONFLICT. THE COMMITTEE ON AUDIT AND INSTITUTIONAL RISK EVALUATES THE CIRCUMSTANCES OF THE ISSUE OR TRANSACTION TO ENSURE THAT IT IS REASONABLE AND THAT THEY HAVE CONSIDERED ANY POTENTIAL IMPLICATIONS OF ENTERING INTO A TRANSACTION OR DECIDING AN ISSUE WHERE A CONFLICT EXISTS. THE COMMITTEE ON AUDIT AND INSTITUTIONAL RISK MAY CONSIDER WHETHER ADVICE FROM LEGAL COUNSEL OR OTHER INDEPENDENT ADVISORS IS NECESSARY IN PARTICULAR INSTANCES. THE COMMITTEE ON AUDIT AND INSTITUTIONAL RISK WILL DELIBERATE ON THE REPORTED CONFLICT AND VOTE TO MAKE ONE OF TWO DETERMINATIONS: THAT NO MATERIAL CONFLICT OF INTEREST EXISTS AND NO ACTION IS NECESSARY OR THAT A MATERIAL CONFLICT OF INTEREST DOES EXIST AND DETERMINE HOW TO ADDRESS THE IDENTIFIED CONFLICT. THESE FINDINGS WILL BE COMMUNICATED TO THE CHAIRMAN OF THE BOARD OF TRUSTEES AND THE BOARD MEETING MINUTES SHALL REFLECT THE NATURE OF THE CONFLICT AND THE COMMITTEE ON AUDIT AND INSTITUTIONAL RISK'S DETERMINATION WITH RESPECT TO THE SPECIFIC PROCEDURES THE MEMBER WILL FOLLOW REGARDING THE ISSUE OR TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BYLAWS (ARTICLE 2, SECTION 6) OF THE COLLEGE ESTABLISH THAT THE BOARD OF TRUSTEES HAS THE AUTHORITY TO HIRE, EMPLOY, AND SET THE REMUNERATION OF THE PRESIDENT AND OFFICERS OF THE CORPORATION. THE EXECUTIVE COMMITTEE, AN INDEPENDENT AUTHORIZED BODY OF THE BOARD OF TRUSTEES, HAS BEEN ASSIGNED THE RESPONSIBILITY FOR EVALUATING COMPENSATION REASONABLENESS FOR ALL OFFICERS AND HIGHLY PAID EMPLOYEES. THE EXECUTIVE COMMITTEE IS COMPOSED OF FIVE TO SIX MEMBERS AND INCLUDES THE PRESIDENT WHO IS EX-OFFICIO CHAIR AND A MEMBER OF THE COMMITTEE. THE EXECUTIVE COMMITTEE REVIEWS THE ENTIRE COMPENSATION PACKAGE INCLUDING BENEFITS BY ASSESSING THE NATURE AND SCOPE OF EACH POSITION, ASSESSING THE INDIVIDUALS HOLDING EACH POSITION INCLUDING THEIR UNIQUE BACKGROUND, EXPERIENCE, PERSONAL SKILLS, PERFORMANCE AND BY OBTAINING APPROPRIATE AND COMPARABLE COMPENSATION MARKET DATA FROM SIMILARLY SITUATED ORGANIZATIONS, BOTH FOR-PROFIT AND TAX EXEMPT FOR FUNCTIONALLY COMPARABLE POSITIONS INCLUDING COMPARATIVE DATA FROM OTHER COLLEGES AND UNIVERSITIES, MARKET SURVEYS AND INDEPENDENT COMPENSATION SURVEYS BY NATIONALLY RECOGNIZED INDEPENDENT FIRMS. IN ADDITION, THE EXECUTIVE COMMITTEE RETAINS AN INDEPENDENT COMPENSATION CONSULTANT ANNUALLY, TO REVIEW EXECUTIVE COMPENSATION. THE EXECUTIVE COMMITTEE DELIBERATES THE INFORMATION PROVIDED AND RELATIVE CONTRIBUTION OF EACH INDIVIDUAL BEFORE VOTING ON A COMPENSATION PACKAGE. COMPENSATION FOR THE PRESIDENT, A MEMBER OF THE SOCIETY OF JESUS, IS PAID DIRECTLY TO HIS ORDER. RECORDS OF THE EXECUTIVE COMMITTEE ARE ADEQUATELY DOCUMENTED. THE LAST COMPENSATION STUDY WAS PERFORMED IN MAY OF 2019. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE COLLEGE'S GOVERNING DOCUMENTS, ARTICLES OF INCORPORATION AND BYLAWS ARE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS ALSO AVAILABLE UPON REQUEST. THE COLLEGE'S FINANCIAL STATEMENTS ARE POSTED ON THE COLLEGE WEBSITE UNDER THE OFFICE OF THE CONTROLLER. |
| FORM 990, PART XI, LINE 9: | CHANGE IN INTEREST SWAP AGREEMENT -2,652,080. POST RETIREMENT BENEFIT CHANGES -9,991,472. OTHER -18. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUINSIGAMOND VILLAGE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE COLLEGE STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464605316 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| End Of Year Assets | $1,190,000 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLY CROSS | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (9) | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE COLLEGE STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| Country | AL | CountryCd |
| Foreign Postal | 01610 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHAR REMAINDER | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| 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 | 0 | TransferFromOtherOrgInd |