TRUSTEES OF THE COLLEGE OF THE HOLY CROSS: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: TRUSTEES OF THE COLLEGE OF THE HOLY CROSS (EIN 04-2103558)
Tax period: 2018-07-01 to 2019-06-30
Filed: 2020-07-07
IRS object ID: 202021899349300727
Schema version: 2018v3.3
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	2020-07-07T08:58:05-05:00	ReturnTs
Tax Period End	2019-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

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

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2018-07-01	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 the Holy Cross	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% Charlene Bellows	InCareOfNm
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	DIR OF FINANCE	PersonTitleTxt
Phone	5087933497	PhoneNum
Signature	2020-07-02	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MARY HANINK	PreparerPersonNm
PTIN	P01244578	PTIN
Phone	6179881000	PhoneNum
Preparation	2020-05-10	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	199.206.0.5	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	06014420201895000001	FederalOriginalSubmissionId
Federal Original Submission Id	2020-07-07	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	072F242B0F8FA55BC44C4BBFD6D81B3F0B7E1C92	AtSubmissionCreationDeviceId
At Submission Filing Device Id	5CE8C045D451A9174E08B035B8C1F7990FA45DBA	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-09-22 18:59:49Z	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	$573,818,313	GrossReceiptsAmt
Group Return For Affiliates	false	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 DEDICATED TO THE PURSUIT OF EXCELLENCE IN TEACHING, LEARNING, AND SERVICE OF FAITH AND PROMOTION OF JUSTICE.	ActivityOrMissionDesc
Voting Members Governing Body	43	VotingMembersGoverningBodyCnt
Voting Members Independent	42	VotingMembersIndependentCnt
Total Employee	3442	TotalEmployeeCnt
Total Volunteers	3000	TotalVolunteersCnt
Total Gross UBI	-$966,666	TotalGrossUBIAmt
PY Contributions Grants	$48,095,480	PYContributionsGrantsAmt
CY Contributions Grants	$34,981,534	CYContributionsGrantsAmt
PY Program Service Revenue	$202,544,112	PYProgramServiceRevenueAmt
CY Program Service Revenue	$214,371,906	CYProgramServiceRevenueAmt
PY Investment Income	$32,715,901	PYInvestmentIncomeAmt
CY Investment Income	$16,480,248	CYInvestmentIncomeAmt
PY Other Revenue	$159,345	PYOtherRevenueAmt
CY Other Revenue	$161,813	CYOtherRevenueAmt
PY Total Revenue	$283,514,838	PYTotalRevenueAmt
CY Total Revenue	$265,995,501	CYTotalRevenueAmt
PY Grants And Similar Paid	$61,467,251	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$66,189,902	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$109,220,465	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$113,409,649	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$341,446	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$388,663	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$9,402,806	CYTotalFundraisingExpenseAmt
PY Other Expenses	$73,874,342	PYOtherExpensesAmt
CY Other Expenses	$79,085,158	CYOtherExpensesAmt
PY Total Expenses	$244,903,504	PYTotalExpensesAmt
CY Total Expenses	$259,073,372	CYTotalExpensesAmt
PY Revenues Less Expenses	$38,611,334	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$6,922,129	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,233,091,689	TotalAssetsBOYAmt
Total Assets EOY	$1,257,371,030	TotalAssetsEOYAmt
Total Liabilities BOY	$206,571,948	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$220,377,960	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,026,519,741	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,036,993,070	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	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$223,302,813	ExpenseAmt
Grant	$66,166,900	GrantAmt
Revenue	$213,770,434	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	$601,472	ExpenseAmt
Grant	$23,002	GrantAmt
Revenue	$601,472	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	$223,904,285	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	Yes (true)	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	Yes (true)	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (true)	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (true)	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	Yes (true)	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	Yes (true)	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	4783	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	3442	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	GK	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	43	GoverningBodyVotingMembersCnt
Independent Voting Member	42	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	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

Field	Value	IRS element (for citing)
Person	Charlene Bellows	PersonNm
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 (64 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
Douglas M Baker Jr
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
Michael G Barrett
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
REV PHILIP L BOROUGHS SJ
PRESIDENT	45.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
Helen W Boucher MD
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
STEPHANIE COLEMAN LINNARTZ
TRUSTEE (AS OF 9/2018)	3.0	0.0	Yes (X)	$0	$0	$0
Brian P Duggan
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
Susan F Feitelberg
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
Anne M Fink
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
REV JAMES G GARTLAND SJ
TRUSTEE/VICE CHAIR	3.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
Rev C Kevin Gillespie SJ
Trustee (as of 9/2018)	3.0	0.0	Yes (X)	$0	$0	$0
Rev Michael Carl Gilson SJ
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
Stuart E Graham
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
Stanley E Grayson
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
Michael Greene
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
Robert A Harrington
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
Thomas P Joyce Jr
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
Rev Gregory A Kalscheur SJ
Trustee (as of 9/2018)	3.0	0.0	Yes (X)	$0	$0	$0
Brian P Kelley
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
James W Keyes
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
Stephen A Lovelette
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
Linda M LeMura
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
Rev Mark S Massa SJ
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
Shaun P Mathews
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
Ann McElaney-Johnson PhD
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
Edwin J McLaughlin
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
Christopher M Millard
Trustee (as of 9/2018)	3.0	0.0	Yes (X)	$0	$0	$0
James F Mooney III
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
Visaury Moreta
Trustee (as of 9/2018)	3.0	0.0	Yes (X)	$0	$0	$0
Robert F Moriarty
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
John P Mullman
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
Rev Peter Nguyen SJ
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
Andrew J O'Brien
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
RICHARD H PATTERSON
TRUSTEE/CHAIR	3.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
William J Phelan
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
SUSAN POWER CURTIN
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
Cornelius B Prior Jr
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
Carolyn M Risoli
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
Sr Barbara J Rogers RSCJ
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
Francine Rosado-Cruz
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
Stephen P Skinner
Trustee (as of 9/2018)	3.0	0.0	Yes (X)	$0	$0	$0
John J Suydam
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
Sean Teebagy
Trustee	3.0	0.0	Yes (X)	$0	$0	$0
Hon Harry K Thomas Jr
Trustee (as of 9/2018)	3.0	0.0	Yes (X)	$0	$0	$0
Rev Kevin T FitzGerald SJ
Trustee (until 9/2018)	3.0	0.0	Yes (X)	$0	$0	$0
John J Mahoney Jr
trustee/chair (until 9/2018)	3.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
Robert S Morrison
Trustee (until 9/2018)	3.0	0.0	Yes (X)	$0	$0	$0
Maria Eugenia Ferre Rangel
Trustee (until 9/2018)	3.0	0.0	Yes (X)	$0	$0	$0
Sarah C Valente
Trustee (until 9/2018)	3.0	0.0	Yes (X)	$0	$0	$0
Ellen George Brackley
Exec Asst & Asst Secretary	45.0	0.0		$65,808	$0	$26,443	Yes (X)
Jane E Corr
Chief of Staff & Secretary	45.0	0.0		$181,567	$0	$20,947	Yes (X)
Elizabeth Dionne
Dir&Asst Treas (until 3/2019)	45.0	0.0		$193,641	$0	$53,409	Yes (X)
Dorothy A Hauver
Vice President and Treasurer	45.0	0.0		$358,863	$0	$103,713	Yes (X)
Timothy Jarry
Chief Investment Officer	45.0	0.0		$340,127	$0	$61,400	Yes (X)
Lori A Blackwell
EXEC ASST TO THE PRESIDENT	45.0	0.0		$73,357	$0	$33,690	Yes (X)
Tracy Barlok
Vice President for Advancement	45.0	0.0		$372,090	$0	$49,393		Yes (X)
Margaret Freije
Provost & Dean of the College	45.0	0.0		$286,913	$0	$111,360		Yes (X)
Daniel Kim
Vice President Communications	45.0	0.0		$217,486	$0	$53,037		Yes (X)
Michele Murray
Vice President Student Affairs	45.0	0.0		$215,750	$0	$50,051		Yes (X)
Elizabeth Small
General Counsel	45.0	0.0		$230,187	$0	$53,411		Yes (X)
William Carmody
Head Basketball Coach	45.0	0.0		$386,291	$0	$66,750			Yes (X)
John Cull
Professor	45.0	0.0		$254,320	$0	$14,733			Yes (X)
Suzanne Kirschner
Professor	45.0	0.0		$250,920	$0	$37,241			Yes (X)
Nathan Pine
Director of Athletics	45.0	0.0		$304,188	$0	$48,765			Yes (X)
Frank Vellaccio
Senior Vice President Emeritus	45.0	0.0		$316,686	$0	$62,791			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$4,048,194	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$847,134	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	201	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Cannon Design
99 Summer Street 600	Boston	MA	02110	Architects	$1,439,291
Cambridge Associates
125 High Street	Boston	MA	02110	Investment services	$585,000
Skanska USA Building Inc
389 Interpace Pkwy 5th Floor	Parsippany	NJ	07054	Construction mgmt	$458,595
KPMG LLP
2 Financial Center 60 South Street	Boston	MA	02111	Audit & tax services	$333,704
Sasaki Associates Inc
64 Pleasant Street	Watertown	MA	02472	Architects	$249,631

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	17	CntrctRcvdGreaterThan100KCnt
Fundraising	$340,976	FundraisingAmt
All Other Contributions	$34,640,558	AllOtherContributionsAmt
Noncash Contributions	$2,283,623	NoncashContributionsAmt
Total Contributions	$34,981,534	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
Tuition and fees	611600	$164,378,665	$164,378,665
Room and board	611710	$37,957,189	$37,957,189
Sales of auxilliary services	722320	$5,739,182	$4,098,006	$1,641,176
Athletics	611710	$2,466,387	$2,466,387
Grant and student aid revenue	611710	$2,106,821	$2,106,821

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,723,662	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,723,662	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$214,371,906	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,432,215	TotalRevenueColumnAmt
Unrelated Business Revenue	-$3,303,600	UnrelatedBusinessRevenueAmt
Exclusion	$7,735,815	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

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

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$204,338	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$204,338	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$204,338	TotalRevenueColumnAmt
Exclusion	$204,338	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$319,629,768	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$307,581,735	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$12,048,033	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$12,048,033	TotalRevenueColumnAmt
Unrelated Business Revenue	$695,758	UnrelatedBusinessRevenueAmt
Exclusion	$11,352,275	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$198,552	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$340,976	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$241,077	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$42,525	TotalRevenueColumnAmt
Exclusion	-$42,525	ExclusionAmt

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

Net Income From Gaming NetIncomeFromGamingGrp

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

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

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

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$265,995,501	TotalRevenueColumnAmt
Related Or Exempt Func Income	$212,730,730	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$966,666	UnrelatedBusinessRevenueAmt
Exclusion	$19,249,903	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$80,002	TotalAmt
Program Services	$80,002	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$63,406,632	TotalAmt
Program Services	$63,406,632	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$2,703,268	TotalAmt
Program Services	$2,703,268	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

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

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$3,032,299	TotalAmt
Program Services	$623,591	ProgramServicesAmt
Management And General	$1,981,870	ManagementAndGeneralAmt
Fundraising	$426,838	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

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

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$81,802,756	TotalAmt
Program Services	$70,458,200	ProgramServicesAmt
Management And General	$7,311,732	ManagementAndGeneralAmt
Fundraising	$4,032,824	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$6,143,273	TotalAmt
Program Services	$5,253,084	ProgramServicesAmt
Management And General	$582,076	ManagementAndGeneralAmt
Fundraising	$308,113	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$16,556,845	TotalAmt
Program Services	$13,863,958	ProgramServicesAmt
Management And General	$1,730,830	ManagementAndGeneralAmt
Fundraising	$962,057	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$5,874,476	TotalAmt
Program Services	$4,878,958	ProgramServicesAmt
Management And General	$684,851	ManagementAndGeneralAmt
Fundraising	$310,667	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

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

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,599,607	TotalAmt
Program Services	$4,705	ProgramServicesAmt
Management And General	$1,583,726	ManagementAndGeneralAmt
Fundraising	$11,176	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$269,225	TotalAmt
Management And General	$269,225	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

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

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$388,663	TotalAmt
Fundraising	$388,663	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,880,139	TotalAmt
Management And General	$1,880,139	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$4,214,498	TotalAmt
Program Services	$2,342,126	ProgramServicesAmt
Management And General	$1,481,412	ManagementAndGeneralAmt
Fundraising	$390,960	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$201,096	TotalAmt
Program Services	$128,934	ProgramServicesAmt
Management And General	$64,284	ManagementAndGeneralAmt
Fundraising	$7,878	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,770,712	TotalAmt
Program Services	$5,849,304	ProgramServicesAmt
Management And General	$950,238	ManagementAndGeneralAmt
Fundraising	$971,170	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$2,972,818	TotalAmt
Program Services	$1,534,072	ProgramServicesAmt
Management And General	$1,351,612	ManagementAndGeneralAmt
Fundraising	$87,134	FundraisingAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$11,787,687	TotalAmt
Program Services	$10,712,192	ProgramServicesAmt
Management And General	$951,305	ManagementAndGeneralAmt
Fundraising	$124,190	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$4,336,819	TotalAmt
Program Services	$3,775,967	ProgramServicesAmt
Management And General	$233,976	ManagementAndGeneralAmt
Fundraising	$326,876	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

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

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$758,897	TotalAmt
Program Services	$655,723	ProgramServicesAmt
Management And General	$60,306	ManagementAndGeneralAmt
Fundraising	$42,868	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$5,165,232	TotalAmt
Program Services	$4,871,879	ProgramServicesAmt
Management And General	$293,353	ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$17,441,086	TotalAmt
Program Services	$16,082,441	ProgramServicesAmt
Management And General	$1,358,645	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$2,182,659	TotalAmt
Program Services	$82,670	ProgramServicesAmt
Management And General	$1,868,341	ManagementAndGeneralAmt
Fundraising	$231,648	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Study abroad expenses	$5,013,497	$5,013,497
Food for dining operations	$6,147,940	$5,019,264	$378,089	$750,587
Library collection	$1,967,239	$1,967,239
Other costs	$5,376,007	$4,596,579	$750,271	$29,157

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$259,073,372	TotalAmt
Program Services	$223,904,285	ProgramServicesAmt
Management And General	$25,766,281	ManagementAndGeneralAmt
Fundraising	$9,402,806	FundraisingAmt

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

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$17,349	BOYAmt
EOY	$15,397	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$19,374,035	BOYAmt
EOY	$41,475,921	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$79,044,760	BOYAmt
EOY	$74,542,230	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$353,938	BOYAmt
EOY	$349,499	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$6,909,100	BOYAmt
EOY	$6,628,830	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$493,553	BOYAmt
EOY	$461,840	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$838,426	BOYAmt
EOY	$1,101,536	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$603,914,673	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$295,957,572	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$304,690,295	BOYAmt
EOY	$307,957,101	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$107,706,785	BOYAmt
EOY	$81,392,786	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$708,762,798	BOYAmt
EOY	$738,048,033	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$4,900,650	BOYAmt
EOY	$5,397,857	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,233,091,689	BOYAmt
EOY	$1,257,371,030	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$31,277,488	BOYAmt
EOY	$30,498,933	EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$4,088,406	BOYAmt
EOY	$3,462,626	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$145,351,574	BOYAmt
EOY	$137,325,308	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$572,507	BOYAmt
EOY	$493,469	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$9,500,000	BOYAmt
EOY	$22,500,000	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$15,781,973	BOYAmt
EOY	$26,097,624	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$206,571,948	BOYAmt
EOY	$220,377,960	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$520,246,252	BOYAmt
EOY	$506,038,754	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$296,491,702	BOYAmt
EOY	$315,724,259	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$209,781,787	BOYAmt
EOY	$215,230,057	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,026,519,741	BOYAmt
EOY	$1,036,993,070	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,233,091,689	BOYAmt
EOY	$1,257,371,030	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$6,922,129	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$14,289,228	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$10,738,028	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$90,605,654	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$38,853,240	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$32,343,574	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$48,095,480	CurrentTaxYearMinus1YearAmt
Current Tax Year	$34,981,534	CurrentTaxYearAmt
Total	$244,879,482	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

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

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

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

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$90,605,654	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$38,853,240	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$32,343,574	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$48,095,480	CurrentTaxYearMinus1YearAmt
Current Tax Year	$34,981,534	CurrentTaxYearAmt
Total	$244,879,482	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$61,186,232	SubstantialContributorsTotAmt
Public Support Total170	$183,693,250	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,241,717	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,844,451	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,450,455	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,742,961	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,940,153	CurrentTaxYearAmt
Total	$29,219,737	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$36,976	CurrentTaxYearMinus4YearsAmt
Total	$36,976	TotalAmt

Other Income170 OtherIncome170Grp

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

Field	Value	IRS element (for citing)
Total Support	$274,136,195	TotalSupportAmt
Gross Receipts Rltd Activities	$955,288,781	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.67008	PublicSupportCY170Pct
Public Support PY170	0.58744	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

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt
Affiliated Group Total	$0	AffiliatedGroupTotalAmt

Field	Value	IRS element (for citing)
Total Direct Lobbying		TotalDirectLobbyingGrp

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt
Affiliated Group Total	$0	AffiliatedGroupTotalAmt

Field	Value	IRS element (for citing)
Other Exempt Purpose Expend		OtherExemptPurposeExpendGrp

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt
Affiliated Group Total	$0	AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt
Affiliated Group Total	$0	AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt
Affiliated Group Total	$0	AffiliatedGroupTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt
Affiliated Group Total	$0	AffiliatedGroupTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt
Affiliated Group Total	$0	AffiliatedGroupTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus1	$0	CurrentYearMinus1Amt
Current Year	$0	CurrentYearAmt
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$0	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus1	$0	CurrentYearMinus1Amt
Current Year	$0	CurrentYearAmt
Total	$0	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus1	$0	CurrentYearMinus1Amt
Current Year	$0	CurrentYearAmt
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$0	GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus1	$0	CurrentYearMinus1Amt
Current Year	$0	CurrentYearAmt
Total	$0	TotalAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-A	FormAndLineReferenceDesc
Explanation	THE COLLEGE PAYS DUES TO SOME EDUCATIONAL ASSOCIATIONS. A PORTION OF THESE DUES MAY OR MAY NOT BE ATTRIBUTABLE TO LOBBYING ON BEHALF OF THE ASSOCIATION MEMBERS. THE COLLEGE IS UNABLE TO DETERMINE WHAT PORTION OF THE DUES, IF ANY, IS RELATED TO LOBBYING. FOR THESE ORGANIZATIONS THE COLLEGE PAID ANNUAL DUES OF $28,651 TO THE ASSOCIATION OF JESUIT COLLEGES AND UNIVERSITIES, $21,849 TO THE ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES AND $5,473 TO THE NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS.	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	false	WrittenPolicyMonitoringInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Assets Included	$1,305,460	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Held Works Art		HeldWorksArtGrp
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd
Agent Trustee Etc	false	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (true)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$726,052,159	BeginningYearBalanceAmt
Contributions	$7,853,248	ContributionsAmt
Investment Earnings Or Losses	$16,284,080	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$6,834,421	GrantsOrScholarshipsAmt
Other Expenditures	$18,597,329	OtherExpendituresAmt
Administrative Expenses	$3,448,012	AdministrativeExpensesAmt
End Year Balance	$721,309,725	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.46100	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.26600	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.27300	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	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	$478,590,148	OtherCostOrOtherBasisAmt
Depreciation	$208,739,192	DepreciationAmt
Book Value	$269,850,956	BookValueAmt

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovementsGrp

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$71,024,319	OtherCostOrOtherBasisAmt
Depreciation	$57,836,796	DepreciationAmt
Book Value	$13,187,523	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$48,438,101	OtherCostOrOtherBasisAmt
Depreciation	$29,381,584	DepreciationAmt
Book Value	$19,056,517	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$307,957,101	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (5 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
GLOBAL EQUITY	$385,913,571	F
HEDGE FUND ABSOLUTE RETURN	$166,674,896	F
PRIVATE EQUITY	$126,635,430	F
REAL ASSETS	$55,417,825	F
OTHER INVESTMENTS	$3,406,311	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$738,048,033	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
INTEREST RATE SWAP	$8,181,296
US GOVT REFUNDABLE ADVANCES	$4,970,439
ANNUITY OBLIGATIONS	$3,870,747
ACCRUED PENSION OBLIGATION	$9,075,142

Field	Value	IRS element (for citing)
Total Liability	$26,097,624	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$202,202,108	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$14,289,228	NetUnrealizedGainsInvstAmt
Other Revenue	-$74,600,453	OtherRevenueAmt
Revenue Not Reported	-$60,311,225	RevenueNotReportedAmt
Revenue Subtotal	$262,513,333	RevenueSubtotalAmt
Investment Expenses Not Incld	$3,723,245	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$241,077	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$3,482,168	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$265,995,501	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$191,728,779	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$2,519,057	OtherExpensesIncludedAmt
Expenses Not Reported	$2,519,057	ExpensesNotReportedAmt
Expenses Subtotal	$189,209,722	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$3,723,245	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$66,140,405	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$69,863,650	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$259,073,372	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, 2019 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 850 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 LAWS. THE COLLEGE BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS.
PART XI LINE 2D	OTHER AMOUNTS INCLUDED ON LINE 1 BUT NOT ON FORM 990 PART VIII LINE 12: CHANGE IN INTEREST RATE SWAP AGREEMENT $(1,850,762) POST RETIREMENT BENEFIT CHANGES $(8,887,266) INTRA-DEPARTMENTAL REVENUES $2,858,591 FINANCIAL AID RECLASS $(66,109,900) BAD DEBT EXPENSE $(752,661) AMORTIZATION OF ANNUITY OBLIGATION $172,050 NET MISCELLANEOUS $(30,505) ---------------------- TOTAL LINE 2D $(74,600,453)
PART XI LINE 4B	OTHER AMOUNTS INCLUDED ON FORM 990 PART VIII LINE 12 BUT NOT ON LINE 1: FUNDRAISING EXPENSE $ (241,077)
PART XII, LINE 2D	OTHER AMOUNTS INCLUDED ON LINE 1 BUT NOT ON FORM 990 PART IX LINE 25: INTRA-DEPARTMENTAL REVENUES $2,858,591 FUNDRAISING EXPENSE $241,077 BAD DEBT EXPENSE $(752,661) AMORTIZATION OF ANNUITY OBLIGATIONS $172,050 ---------------------- TOTAL LINE 2D $2,519,057
PART XII, LINE 4B	OTHER AMOUNTS INCLUDED ON FORM 990 PART IX LINE 25 BUT NOT ON LINE 1: FINANCIAL AID RECLASS $66,109,900 NET MISCELLANEOUS $30,505 -------------------- TOTAL LINE 4B $66,140,405

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I LINE 3	FormAndLineReferenceDesc
Explanation	A SUMMARY OF THE NON-DISCRIMINATION POLICY IS INCLUDED IN PRINT AND ELECTRONIC MEDIA DESCRIBING COLLEGE ADMISSION REQUIREMENTS. PART II LINE 6A 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.	ExplanationTxt

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (14 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)	29	Program Services	attend college abroad	$3,416,602
East Asia and the Pacific		Program Services	attend college abroad	$637,556
South America	3	Program Services	attend college abroad	$421,340
Central America and the Caribbean		Program Services	attend college abroad	$302,935
Russia and the Newly Independent States	2	Program Services	attend college abroad	$53,133
South Asia		Program Services	attend college abroad	$33,697
Central America and the Caribbean		Investments		$168,923,354
Europe (Including Iceland and Greenland)		Program Services	SCHOLARSHIP	$1,632,279
East Asia and the Pacific		Program Services	SCHOLARSHIP	$422,250
South America		Program Services	SCHOLARSHIP	$390,848
South Asia		Program Services	SCHOLARSHIP	$40,250
Russia and the Newly Independent States		Program Services	SCHOLARSHIP	$70,450
Central America and the Caribbean		Program Services	SCHOLARSHIP	$46,250
Sub-Saharan Africa		Program Services	SCHOLARSHIP	$100,941

Field	Value	IRS element (for citing)
Subtotal Employees	34	SubtotalEmployeesCnt
Total Employee	34	TotalEmployeeCnt
Subtotal Spent	$176,491,885	SubtotalSpentAmt
Total Spent	$176,491,885	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Non Cash AssistanceNonCashAssistanceAmt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt	Valuation Method UsedValuationMethodUsedDesc
Scholarship	Europe (Including Iceland and Greenland)	95	$1,632,279	ACCT CREDIT	FMV
Scholarship	East Asia and the Pacific	16	$422,250	ACCT CREDIT	FMV
Scholarship	South America	16	$390,848	ACCT CREDIT	FMV
Scholarship	South Asia	5	$40,250	ACCT CREDIT	FMV
Scholarship	Russia and the Newly Independent States	5	$70,450	ACCT CREDIT	FMV
Scholarship	Central America and the Caribbean	3	$46,250	ACCT CREDIT	FMV
Scholarship	Sub-Saharan Africa	4	$100,941	ACCT CREDIT	FMV

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

Supplemental Information Detail SupplementalInformationDetail (2 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 III LINE 1

THIS AID IS PROVIDED TO RESIDENT AND NON-RESIDENT STUDENTS ATTENDING A STUDY ABROAD PROGRAM.

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 (true)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt	Gross ReceiptsGrossReceiptsAmt
Marts Lundy Inc
160 Chubb Avenue Suite 303	Lyndhurst	NJ	07071	Profession al services	false	$137,135	-$137,135
Carter Halliday Associates
107 South Street 5D	Boston	MA	02111	Profession al services	false	$34,132	-$34,132
Michael Grinley
PO Box 611	Goshen	MA	01032	Profession al services	false	$17,958	-$17,958
Ronald Joyce
39 Oakwood Drive	Yarmouth	ME	04096	Consultant	false	$17,473	-$17,473
Give Campus Inc
903 G Street	Washington	DC	20003	Profession al services	Yes (true)	$181,965	$3,433,444	$3,615,409

Field	Value	IRS element (for citing)
Total Gross Receipts	$3,615,409	TotalGrossReceiptsAmt
Total Retained By Contractors	$388,663	TotalRetainedByContractorsAmt
Total Net To Organization	$3,226,746	TotalNetToOrganizationAmt
Licensed States	CA	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	NH	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	NY Council	Event1Nm
Gross Receipts Event1	$333,308	GrossReceiptsEvent1Amt
Charitable Contri Event1	$242,808	CharitableContriEvent1Amt
Gross Revenue Event1	$90,500	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$142,543	RentFacilityCostsEvent1Amt
Event2	Football	Event2Nm
Gross Receipts Event2	$87,967	GrossReceiptsEvent2Amt
Charitable Contri Event2	$58,312	CharitableContriEvent2Amt
Gross Revenue Event2	$29,655	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$35,895	RentFacilityCostsEvent2Amt
Other Events Total	6	OtherEventsTotalCnt
Gross Receipts Other Events	$118,253	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$39,856	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$78,397	GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events	$62,639	RentFcltyCostsOtherEventsAmt
Gross Receipts Total	$539,528	GrossReceiptsTotalAmt
Charitable Contributions Tot	$340,976	CharitableContributionsTotAmt
Gross Revenue Total Events	$198,552	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$241,077	RentFcltyCostsTotalEventsAmt
Direct Expense Summary Events	$241,077	DirectExpenseSummaryEventsAmt
Net Income Summary	-$42,525	NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I LINE 2	FormAndLineReferenceDesc
Explanation	FUNDRAISING PAYEES ARE PAID FOR CONSULTING SERVICES NOT DIRECTLY RELATED TO FUNDRAISING REVENUES.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	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 Street	Troy	NY	12180	141340095	501(c)3	$16,681	Research
Town of West Boylston
127 Hartwell Street Suite 100	West Boylston	MA	01583	046001348	115	$12,000	Library support
Worcester Regional Tourism and Visitors Corp
311 Main Street Suite 200	Worcester	MA	01608	041988780	115	$10,000	Ice rink sponsorship
City of Worcester
455 Main Street	Worcester	MA	01608	046001418	115	$10,000	Summer programs
Blackstone River Valley
1 Depot Square	Woonsocket	RI	02895	273086245	501(c)3	$25,000	Community visitor center

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	1806	RecipientCnt
Non Cash Assistance	$63,406,632	NonCashAssistanceAmt
Valuation Method Used	FMV	ValuationMethodUsedDesc
Non Cash Assistance	Account Credited	NonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

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.

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	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 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
Jane E Corr
Chief of Staff & Secretary	$161,449	$0	$0	$0	$20,118	$0	$18,987	$0	$1,960	$0	$202,514	$0	$0	$0
Elizabeth Dionne
Dir&Asst Treas (until 3/2019)	$192,820	$0	$0	$0	$821	$0	$21,792	$0	$31,617	$0	$247,050	$0	$0	$0
Dorothy A Hauver
Vice President and Treasurer	$313,767	$0	$0	$0	$45,096	$0	$30,432	$0	$73,281	$0	$462,576	$0	$0	$0
Timothy Jarry
Chief Investment Officer	$338,780	$0	$0	$0	$1,347	$0	$30,432	$0	$30,968	$0	$401,527	$0	$0	$0
Tracy Barlok
Vice President for Advancement	$318,003	$0	$0	$0	$54,087	$0	$30,432	$0	$18,961	$0	$421,483	$0	$0	$0
Margaret Freije
Provost & Dean of the College	$283,070	$0	$0	$0	$3,843	$0	$30,432	$0	$80,928	$0	$398,273	$0	$0	$0
Daniel Kim
Vice President Communications	$206,537	$0	$0	$0	$10,949	$0	$23,052	$0	$29,985	$0	$270,523	$0	$0	$0
Michele Murray
Vice President Student Affairs	$214,992	$0	$0	$0	$758	$0	$23,907	$0	$26,144	$0	$265,801	$0	$0	$0
Elizabeth Small
General Counsel	$228,719	$0	$0	$0	$1,468	$0	$25,632	$0	$27,779	$0	$283,598	$0	$0	$0
William Carmody
Head Basketball Coach	$378,693	$0	$0	$0	$7,598	$0	$30,432	$0	$36,318	$0	$453,041	$0	$0	$0
John Cull
Professor	$87,284	$0	$0	$0	$167,036	$0	$8,815	$0	$5,918	$0	$269,053	$0	$0	$0
Suzanne Kirschner
Professor	$58,421	$0	$0	$0	$192,499	$0	$5,842	$0	$31,399	$0	$288,161	$0	$0	$0
Nathan Pine
Director of Athletics	$277,984	$0	$25,000	$0	$1,204	$0	$30,432	$0	$18,333	$0	$352,953	$0	$0	$0
Frank Vellaccio
Senior Vice President Emeritus	$292,039	$0	$0	$0	$24,647	$0	$30,432	$0	$32,359	$0	$379,477	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	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. JOHN CULL AND SUZANNE KIRSCHNER RETIRED IN AUGUST 2018 AND RECEIVED $165,285 AND $191,695, RESPECTIVELY IN OTHER REPORTABLE COMPENSATION AS PART OF THE COLLEGE'S EARLY RETIREMENT PROGRAM. THERE ARE NO OTHER AMOUNTS TO BE PAID.	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
Massachusetts Development Finance Agency 2008A
A	043431814	57583RUZ6	2008-05-08	$45,340,000	Refunding 2007A Issue	false	false	false
Massachusetts Development Finance Agency 2016A
B	043431814	57584XLE9	2016-04-06	$42,545,003	Refund 2008B Issue & Construction	false	false	false
Massachusetts Development Finance Agency 2017A
C	043431814	57584XR60	2017-06-06	$14,441,700	Refunding 2007B Issue	false	false	false
Massachusetts Development Finance Agency 2018A
D	043431814	57584YFT1	2018-06-07	$24,144,512	Refunding 2008B Issue	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Substantial CompletionSubstantialCompletionYr
A	$10,695,000	$0	$45,340,000	$0	$0	$0	$181,594	$158,406	$0	$0	$45,000,000	$0	Yes (true)	false	Yes (true)	Yes (true)
B	$0	$0	$42,545,003	$0	$0	$0	$476,785	$0	$0	$30,004,560	$12,063,658	$0	false	Yes (true)	Yes (true)	Yes (true)	2018
C	$1,910,000	$0	$14,441,700	$0	$0	$0	$208,409	$0	$0	$0	$14,233,291	$0	Yes (true)	false	Yes (true)	Yes (true)
D	$0	$0	$24,144,512	$0	$0	$0	$311,467	$0	$0	$0	$23,883,045	$0	Yes (true)	false	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 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	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	Yes (true)	Yes (true)	false	Yes (true)	false	0.00910	0.00910	false	false	false	Yes (true)
B	false	Yes (true)	Yes (true)	false	false				false	false	false	Yes (true)
C
D

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	Term Of HedgeTermOfHedgePct	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
Bank of America LLC
A	false	false	Yes (true)	false	Yes (true)	Yes (true)	28.3	false	false	false	0	false	Yes (true)
0
B	false	Yes (true)	false	false	false	false				false	0	false	Yes (true)
0
C	false	false	Yes (true)	false	false	false				false	0	false	Yes (true)
0
D	false	false	Yes (true)	false	false	false				false	0	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)
C	Yes (true)
D	Yes (true)

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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.
PART III 3A AND B	THE COLLEGE HAS SERVICE CONTRACTS WITH AN ELEVATOR REPAIR COMPANY AS WELL AS CLEANING SERVICES FOR SOME PROPERTY. THE ELEVATOR REPAIR CONTRACT AND THE CLEANING SERVICES CONTRACT BOTH MEET THE INCIDENTAL SERVICES EXCEPTION.
PART IV LINE 2C	FOR BOND ISSUES MDFA 2008A, MDFA 2017A AND MDFA 2018A, NO REBATE IS DUE AS THE REMAINING FUNDS ARE A "BONA FIDE DEBT SERVICE FUND" MEETING THE REQUIREMENTS TO BE EXEMPT FROM THE REBATE REQUIREMENTS.

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Field	Value	IRS element (for citing)
Person	Student	PersonNm
Relationship With Org	Margaret Freije, Officer	RelationshipWithOrgTxt
Cash Grant	$3,600	CashGrantAmt
Type Of Assistance	Research fellowship	TypeOfAssistanceTxt
Assistance Purpose	research fellowship	AssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
Kevin Blanchard
Ellen G Brackley, Officer	$79,017	compensation to family member	false
Jeffrey Barlok
Tracy Barlok, Key EE	$59,036	compensation to family member	false
AE Industrial Partners LP
Michael Greene, Officer	$727,090	Investment Balance & Inv Fees	false
REBECCA BLACKWELL
LORI BLACKWELL, OFFICER	$45,905	compensation to family member	false

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART IV LINE 1	FormAndLineReferenceDesc
Explanation	TRUSTEE MICHAEL GREENE IS MANAGING GENERAL PARTNER FOR AE INDUSTRIAL PARTNERS, LP. THE COLLEGE HAS COMMITTED $10 MILLION TO AE INDUSTRIAL PARTNERS, LP WITH REMAINING CAPITAL TO BE CALLED OF $9.2 MILLION AT JUNE 30, 2019. THE COLLEGE'S INVESTMENT BALANCE WAS $655,090 AT JUNE 30, 2019, AND MANAGEMENT AND INCENTIVE FEES PAID BY THE COLLEGE FOR THE YEAR THEN ENDED WERE APPROXIMATELY $72,000. KEVIN BLANCHARD, AN EMPLOYEE OF THE COLLEGE IS RELATED TO AN OFFICER AND RECEIVED COMPENSATION AND BENEFITS FOR HIS SERVICES TOTALING $79,017 DURING FISCAL YEAR 2019. REBECCA BLACKWELL, AN EMPLOYEE OF THE COLLEGE IS RELATED TO AN OFFICER AND RECEIVED COMPENSATION AND BENEFITS FOR HER SERVICES TOTALING $45,905 DURING FISCAL YEAR 2019. JEFFREY BARLOK, AN EMPLOYEE OF THE COLLEGE IS RELATED TO A KEY EMPLOYEE AND RECEIVED COMPENSATION AND BENEFITS FOR HIS SERVICES TOTALING $59,036 DURING FISCAL YEAR 2019.	ExplanationTxt

Schedule M IRS990ScheduleM

Field	Value	IRS element (for citing)
Works Of Art		WorksOfArtGrp
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	116	ContributionCnt
Noncash Contributions Rpt F990	$2,283,623	NoncashContributionsRptF990Amt
Method Of Determining Revenues	AVG PRICE QUOTE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp
Form8283 Received	4	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (true)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I LINE 9	COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE TO THE COLLEGE.
PART I LINE 32A	THE COLLEGE USES A REGISTERED BROKER TO SELL SECURITIES THAT ARE GIFTED TO THE COLLEGE.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 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 7,054 STUDENTS WHO APPLIED FOR THE FIRST-YEAR CLASS THAT ENROLLED IN FALL 2018 (FISCAL 2019), THIRTY-EIGHT PERCENT (OR 2,681) WERE ADMITTED AND 868 OPTED TO ENROLL. THE ENTERING CLASS WAS EQUALLY BALANCED BETWEEN MEN AND WOMEN AND REPRESENTED STUDENTS FROM 35 STATES, TERRITORIES, THE DISTRICT OF COLUMBIA AS WELL AS 9 FOREIGN COUNTRIES. FULL-TIME ENROLLMENT TOTALED 3,102 IN FALL 2018, WITH 698 STUDENTS GRADUATING DURING THE FISCAL YEAR, NEARLY ALL IN MAY 2019. APPROXIMATELY 22 PERCENT OF THE COLLEGE'S FULL-TIME ENROLLMENT CONSISTED OF ASIAN, AFRICAN-AMERICAN, HAWAIIAN, HISPANIC, OR NATIVE-AMERICAN STUDENTS AND AN ADDITIONAL 3 PERCENT WERE INTERNATIONAL STUDENTS.
FORM 990, PART VI, SECTION A, LINE 1A	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, 2019 INCLUDED; REV. PHILIP L. BOROUGHS, S.J., HELEN W. BOUCHER, M.D., ANNE M. FINK, REV. JAMES G. GARTLAND, S.J., AND RICHARD H. PATTERSON.
FORM 990, PART VI, SECTION B, LINE 11B	THE DRAFT FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE 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 AUDIT COMMITTEE MEMBERS ARE ADDRESSED AND INCORPORATED INTO THE FORM 990 AS APPROPRIATE. AFTER THE AUDIT COMMITTEE 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 AUDIT COMMITTEE 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 AUDIT COMMITTEE. THE AUDIT COMMITTEE CONSIDERS THE BEST INTERESTS OF THE COLLEGE AND THE NATURE OF THE CONFLICT. THE AUDIT COMMITTEE 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 AUDIT COMMITTEE MAY CONSIDER WHETHER ADVICE FROM LEGAL COUNSEL OR OTHER INDEPENDENT ADVISORS IS NECESSARY IN PARTICULAR INSTANCES. THE AUDIT COMMITTEE 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 AUDIT COMMITTEE'S DETERMINATION WITH RESPECT TO THE SPECIFIC PROCEDURES THE MEMBER WILL FOLLOW REGARDING THE ISSUE OR TRANSACTION.
FORM 990, PART VI, SECTION B, LINE 15A AND B	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.
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 X, LINE 11	ON THE FORM 990, THE COLLEGE INCLUDES IN THE CATEGORY OF PUBLICLY TRADED SECURITIES CERTAIN INVESTMENTS VALUED USING NET ASSET VALUE AS THE PRACTICAL EXPEDIENT WHEN THE UNDERLYING INVESTMENTS ARE PUBLICLY TRADED. THESE ASSETS MAY BE HELD IN PRIVATE EQUITY FUNDS OR OTHER SIMILAR VEHICLES.
Form 990, Part X, Lines 27, 28, and 29	THE COLLEGE HAS ADOPTED FASB ASU 2016-14, PRESENTATION OF THE FINANCIAL STATEMENTS FOR NOT-FOR-PROFIT ENTITIES. AS A RESULT, THE JUNE 30, 2019 AUDITED FINANCIAL STATEMENTS CLASSIFY NET ASSETS AS EITHER NET ASSETS WITHOUT DONOR RESTRICTIONS, OR NET ASSETS WITH DONOR RESTRICTIONS. FOR PURPOSES OF FORM 990, PART X, LINES 27, 28, AND 29, THE COLLEGE HAS REPORTED NET ASSETS WITHOUT DONOR RESTRICTIONS AS UNRESTRICTED NET ASSETS AND NET ASSETS WITH DONOR RESTRICTIONS AS PERMANENTLY RESTRICTED NET ASSETS AND TEMPORARILY RESTRICTED NET ASSETS, RESPECTIVELY. FORM 990, PART XI, LINE 9 POST RETIREMENT BENEFIT CHANGES $ (8,887,266) CHANGE IN INTEREST RATE SWAP AGREEMENT $ (1,850,762) ---------------- TOTAL $(10,738,028)

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 Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	Alchemy Plan (Crusader) LP	BusinessNameLine1Txt

Foreign Address ForeignAddress

Field	Value	IRS element (for citing)
Address Line1	TRAFALGAR COURT	AddressLine1Txt
City	LES BANQUES	CityNm
Country	GK	CountryCd
Foreign Postal	GY1 3QL	ForeignPostalCd

Field	Value	IRS element (for citing)
EIN	900401997	EIN
Primary Activities	Investing	PrimaryActivitiesTxt
Legal Domicile Foreign Country	GK	LegalDomicileForeignCountryCd

Direct Controlling Entity Name DirectControllingEntityName

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

Field	Value	IRS element (for citing)
Share Of Total Income	$2,016,555	ShareOfTotalIncomeAmt
Disproportionate Allocations	Yes (true)	DisproportionateAllocationsInd
UBI Code V	$0	UBICodeVAmt
General Or Managing Partner	false	GeneralOrManagingPartnerInd
Ownership	0.99500	OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	Charitable remainder trusts (8)	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)
Primary Activities	CHAR REMAINDE	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

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

Field	Value	IRS element (for citing)
Entity Type	Trust	EntityTypeTxt
Controlled Organization	false	ControlledOrganizationInd

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

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	Alchemy Plan LP	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	s	TransactionTypeTxt
Involved	$610,996	InvolvedAmt
Method Of Amount Determination	FMV	MethodOfAmountDeterminationTxt