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TRUSTEES OF MOUNT HOLYOKE COLLEGE: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
TRUSTEES OF MOUNT HOLYOKE COLLEGE (EIN 04-2103578)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-13
IRS object ID
201901339349305470
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-13T14:55:47-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN340677006PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MALONEY NOVOTNY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11111 SUPERIOR AVE SUITE 700AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441142540ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042103578EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE TRUSTEES OF MOUNT HOLYOKE COLLEGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRUSBusinessNameControlTxt
Phone4135383674PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 COLLEGE STREETAddressLine1Txt
CitySOUTH HADLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01075ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELLEN RUTANPersonNm
Person TitleCOMPTROLLERPersonTitleTxt
Phone4135382713PhoneNum
Signature2019-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTOPHER B ANDERSONPreparerPersonNm
PTINP00226559PTIN
Phone2163630100PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address209.116.109.2IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-13IPDt
IP Tm08:25:26IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF0962BFF9ACD815FD594AA84AFE8725155222DCFAtSubmissionCreationDeviceId
At Submission Filing Device IdF0962BFF9ACD815FD594AA84AFE8725155222DCFAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1MOUNT HOLYOKE COLLEGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerSONYA STEPHENSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 COLLEGE STREETAddressLine1Txt
CitySOUTH HADLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01075ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$268,855,394GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MTHOLYOKE.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1836FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTHS MISSION OF MOUNT HOLYOKE COLLEGE IS TO PROVIDE AN INTELLECTUALLY ADVENTUROUS EDUCATION IN THE LIBERAL ARTS AND SCIENCES THROUGH ACADEMIC PROGRAMS RECOGNIZED INTERNATIONALLY FOR THEIR EXCELLENCE AND RANGE; TO DRAW STUDENTS FROM ALL BACKGROUNDS INTO AN EXCEPTIONALLY DIVERSE AND INCLUSIVE LEARNING COMMUNITY WITH HIGHLY ACCOMPLISHED, COMMITTED, AND RESPONSIVE FACULTY AND STAFF; TO CONTINUE BUILDING ON THE COLLEGE'S HISTORIC LEGACY OF LEADERSHIP IN THE EDUCATION OF WOMEN; AND TO PREPARE STUDENTS, THROUGH A LIBERAL EDUCATION INTEGRATING CURRICULUM AND CAREERS, FOR LIVES OF THOUGHTFUL, EFFECTIVE, AND PURPOSEFUL ENGAGEMENT IN THE WORLD.ActivityOrMissionDesc
Voting Members Governing Body32VotingMembersGoverningBodyCnt
Voting Members Independent30VotingMembersIndependentCnt
Total Employee3299TotalEmployeeCnt
Total Volunteers1411TotalVolunteersCnt
Total Gross UBI$955,582TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$27,899,461PYContributionsGrantsAmt
CY Contributions Grants$37,088,549CYContributionsGrantsAmt
PY Program Service Revenue$113,634,806PYProgramServiceRevenueAmt
CY Program Service Revenue$117,509,964CYProgramServiceRevenueAmt
PY Investment Income$38,376,743PYInvestmentIncomeAmt
CY Investment Income$41,797,266CYInvestmentIncomeAmt
PY Other Revenue$20,421,324PYOtherRevenueAmt
CY Other Revenue$21,680,587CYOtherRevenueAmt
PY Total Revenue$200,332,334PYTotalRevenueAmt
CY Total Revenue$218,076,366CYTotalRevenueAmt
PY Grants And Similar Paid$52,771,787PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$54,818,729CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$85,579,744PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$88,786,425CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$7,460,455CYTotalFundraisingExpenseAmt
PY Other Expenses$57,271,892PYOtherExpensesAmt
CY Other Expenses$58,824,387CYOtherExpensesAmt
PY Total Expenses$195,623,423PYTotalExpensesAmt
CY Total Expenses$202,429,541CYTotalExpensesAmt
PY Revenues Less Expenses$4,708,911PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$15,646,825CYRevenuesLessExpensesAmt
Total Assets BOY$1,030,415,092TotalAssetsBOYAmt
Total Assets EOY$1,069,072,820TotalAssetsEOYAmt
Total Liabilities BOY$196,249,640TotalLiabilitiesBOYAmt
Total Liabilities EOY$187,185,104TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$834,165,452NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$881,887,716NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionMOUNT HOLYOKE COLLEGE IS A HIGHLY SELECTIVE, NONDENOMINATIONAL, RESIDENTIAL, RESEARCH LIBERAL ARTS COLLEGE FOR WOMEN. THE COLLEGE'S LONG, DISTINGUISHED HISTORY OF EDUCATING LEADERS ARISES FROM A POWERFUL COMBINATION OF ACADEMIC EXCELLENCE IN A GLOBAL LEARNING ENVIRONMENT. AS THE FIRST OF THE SEVEN SISTERS - THE FEMALE EQUIVALENT OF THE ONCE PREDOMINANTLY MALE IVY LEAGUE - MOUNT HOLYOKE HAS LED THE WAY IN WOMEN'S EDUCATION, PREPARING STUDENTS FOR PURPOSEFUL ENGAGEMENT IN THE WORLD.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$137,111,977ExpenseAmt
Grant$54,818,729GrantAmt
Revenue$112,302,049RevenueAmt
Desc*INSTRUCTION, RESEARCH, ACADEMIC SUPPORT AND LIBRARY SERVICES * MOUNT HOLYOKE COLLEGE ENROLLS APPROXIMATELY 2,200 UNDERGRADUATE STUDENTS WHO BENEFIT FROM SMALL GROUP INSTRUCTION IN A DIVERSE COLLEGE COMMUNITY WITH A STUDENT-TO-FACULTY RATIO OF 9 TO 1. MOUNT HOLYOKE'S 200 ACCOMPLISHED FACULTY MEMBERS ARE INNOVATIVE TEACHERS DEDICATED TO THEIR STUDENTS. THEY ARE ALSO ACTIVE SCHOLARS, RESEARCH SCIENTISTS, AND CREATIVE ARTISTS PASSIONATE ABOUT THEIR DISCIPLINES. THE COLLEGE OFFERS 50 DEPARTMENTAL AND INTERDEPARTMENTAL MAJORS. THROUGH THE LIBERAL ARTS EDUCATION, STUDENTS EXPLORE ART, LITERATURE, LANGUAGES, PHILOSOPHY, POLITICS, HISTORY, MATHEMATICS AND SCIENCE RATHER THAN CHOOSING ONE SPECIALIZED TRACK OF STUDY. THE LIBERAL ARTS ALSO TRANSCEND THE CLASSROOM. STUDENTS GAIN A COMPLEX UNDERSTANDING OF THE WORLD IN WHICH THEY LIVE THROUGH INTERNSHIPS, STUDY ABROAD, COMMUNITY-BASED LEARNING, VOLUNTEER WORK AND INDEPENDENT RESEARCH. IN ADDITION TO ITS UNDERGRADUATE PROGRAM, THE COLLEGE, THROUGH ITS DIVISION OF PROFESSIONAL AND GRADUATE EDUCATION (PAGE), OFFERS A RANGE OF GRADUATE DEGREE PROGRAMS, INSTITUTES, AND COURSES TO SUPPORT EMERGING LEADERS, SCIENTISTS AND EDUCATORS WHO WANT TO INCREASE THEIR SCOPE OF IMPACT IN THEIR RESPECTIVE FIELDS. AN INTEGRAL PART OF THE COLLEGE COMMUNITY, LIBRARY AND INFORMATION TECHNOLOGY SERVICES FACILITATES THE CREATIVE USE OF INFORMATION AND TECHNOLOGY. IT SUPPORTS THE EDUCATIONAL PRIORITIES OF THE COLLEGE BY PROVIDING INSTRUCTION, MATERIALS, STAFF EXPERTISE AND EQUIPMENT TO SUSTAIN LEARNING, TEACHING, RESEARCH AND THE COLLEGE'S ADMINISTRATIVE FUNCTIONS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$29,702,199ExpenseAmt
Grant$0GrantAmt
Revenue$13,953,530RevenueAmt
Desc*STUDENT SERVICES AND RESIDENTIAL LIFE* ENGAGEMENT, PEER MENTORSHIP AND SELF GOVERNANCE ARE THE FOUNDATIONS OF MOUNT HOLYOKE'S RESIDENTIAL PROGRAM. TO THIS END, MOST RESIDENCE HALLS HOUSE MEMBERS OF ALL FOUR CLASSES ALONG WITH VIBRANT LIVING-LEARNING COMMUNITIES, INCLUDING A RESIDENCE HALL DEDICATED EXCLUSIVELY TO THE ENHANCEMENT OF THE FIRST YEAR EXPERIENCE. THE COLLEGE OFFERS HOUSING IN MANY CONFIGURATIONS TO MEET THE DEVELOPING NEEDS OF STUDENTS. EACH RESIDENCE HALL IS UNIQUE IN DESIGN AND CHARACTER. ALONG WITH BEING COMMITTED TO ACADEMIC SUCCESS, MOUNT HOLYOKE CARES ABOUT THE OVERALL WELL BEING OF STUDENTS. THE COLLEGE OFFERS A RANGE OF HEALTH, COUNSELING AND PUBLIC SAFETY SERVICES TO SUPPORT THE NEEDS OF ITS STUDENTS. THE OFFICE OF STUDENT PROGRAMS SUPPORTS MORE THAN 100 STUDENT ORGANIZATIONS AND PRESENTS A WIDE ARRAY OF CULTURAL, ENTERTAINMENT AND SOCIAL EVENTS, IN ADDITION TO ADVISING ON EVENT PLANNING, NEW IDEAS, LEADERSHIP SKILLS AND GENERAL STUDENT ORGANIZATION DYNAMICS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$9,163,276ExpenseAmt
Grant$0GrantAmt
Revenue$12,265,609RevenueAmt
Desc*DINING SERVICES* AT MOUNT HOLYOKE COLLEGE, DINING CONTINUES TO BE AN INTEGRAL PART OF A STUDENT'S EDUCATIONAL EXPERIENCE. DURING FISCAL YEAR 2018, THE COLLEGE CONSTRUCTED A NEW DINING COMMONS (DC) WITHIN ITS NEWLY RENOVATED COMMUNITY CENTER, A HUB OF STUDENT LIFE WHERE COMMUNITY MEMBERS CAN CONVERSE, COLLABORATE, AND RELAX WITH ONE ANOTHER. THE DC FEATURES NINE FOOD STATIONS THAT PROMOTE HEALTH, WELLNESS AND SUSTAINABILITY BY FOCUSING ON INTERNATIONAL CUISINE, VEGAN OPTIONS AND AVOIDING FOOD WITH ALLERGENS. WITH SEATING IN SIX DISTINCTIVE DINING ROOMS, THE DC OFFERS STUDENTS THE OPPORTUNITY TO INTERACT WITH ONE ANOTHER, AS WELL AS WITH MEMBERS OF THE ENTIRE CAMPUS COMMUNITY. THESE INTENTIONALLY DESIGNED SPACES PROVIDE STUDENTS WITH A STRONG FOUNDATION FROM WHICH TO IMAGINE AND ENVISION FUTURE POSSIBILITIES, BOTH CURRICULAR AND CO-CURRICULAR. THESE NEW SPACES NOT ONLY CONNECT STUDENTS TO EACH OTHER, BUT ALSO TO THE BEAUTY OF THE COLLEGE'S CAMPUS AND PROVIDE NEW OPPORTUNITIES FOR CREATIVE WORK, THUS MAINTAINING THE INTIMACY AND PURPOSE OF THE MOUNT HOLYOKE COMMUNITY DINING EXPERIENCE. DINING SERVICES IS RESPONSIBLE FOR ALL COMMUNITY CENTER CASH OPERATIONS, VENDING, A BAKERY, AND A WAREHOUSE. THE QUALIFIED AND EXPERIENCED CULINARY PRODUCTION AND SERVICE STAFF ARE DEDICATED TO PROVIDING FRESH, NUTRITIOUS, WELL-PREPARED FOODS AND OFFERING DIVERSE AND EXTENSIVE MENU OPTIONS FOR THE ENTIRE MOUNT HOLYOKE COLLEGE COMMUNITY.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$175,977,452TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related PersonYes (1)GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2578IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee3299EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryCJForeignCountryCd
Foreign CountryFRForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members32GoverningBodyVotingMembersCnt
Independent Voting Member30IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonELLEN RUTAN - COMPTROLLERPersonNm
Phone4135382713PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 COLLEGE STAddressLine1Txt
CitySOUTH HADLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01075ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
CASEY ACCARDI
TRUSTEE2.000.10Yes (X)$0$0$0
JEANNE E AMSTER
TRUSTEE4.000.10Yes (X)$0$0$0
BARBARA BAUMANN
CHAIR, BOARD OF TRUSTEES8.000.10Yes (X)$0$0$0
ELIZABETH BARBEAU
TRUSTEE2.000.10Yes (X)$0$0$0
JENNIE BERKSON
TRUSTEE2.000.10Yes (X)$0$0$0
LORI BETTISON-VARGA
TRUSTEE2.000.10Yes (X)$0$0$0
CATHERINE BURKE
ALUMNA TRUSTEE2.000.10Yes (X)$0$0$0
ELIZABETH COCHARY GROSS
TRUSTEE2.000.10Yes (X)$0$0$0
KATHERINE E COLLINS
TRUSTEE6.000.10Yes (X)$0$0$0
ERIN ENNIS
ALUMNA TRUSTEE2.000.10Yes (X)$0$0$0
CARRIANNA K FIELD
ALUMNA TRUSTEE2.000.10Yes (X)$0$0$0
ELLEN J FLANNERY
TRUSTEE4.000.20Yes (X)$0$0$0
HEATHER HARDE
TRUSTEE2.000.10Yes (X)$0$0$0
RHYNETTE NORTHCROSS HURD
ALUMNA TRUSTEE2.000.10Yes (X)$0$0$0
MARCIA BRUMIT KROPF
TRUSTEE4.0035.10Yes (X)$0$0$0
DEBRA MARTIN CHASE
TRUSTEE2.000.10Yes (X)$0$0$0
MINDY MCWILLIAMS LEWIS
VICE CHAIR, BOARD OF TRUSTEES4.000.10Yes (X)$0$0$0
DAVID MAHONEY
TRUSTEE2.000.10Yes (X)$0$0$0
NATASHA MOHANTY
TRUSTEE2.000.10Yes (X)$0$0$0
ELLEN HYDE PACE
TRUSTEE2.000.10Yes (X)$0$0$0
ELIZABETH A PALMER
TRUSTEE4.000.10Yes (X)$0$0$0
JENNIFER ROCHLIS
TRUSTEE2.000.10Yes (X)$0$0$0
GARETH ROSS
TRUSTEE2.000.10Yes (X)$0$0$0
RAJ SESHADRI
TRUSTEE2.000.10Yes (X)$0$0$0
KARENA STRELLA
TRUSTEE4.000.10Yes (X)$0$0$0
MONA SUTPHEN
TRUSTEE2.000.10Yes (X)$0$0$0
KAITLYN SZYDLOWSKI
TRUSTEE2.000.10Yes (X)$0$0$0
MICHELLE TOH
TRUSTEE2.000.10Yes (X)$0$0$0
LOUISE WASSO
TRUSTEE4.000.10Yes (X)$0$0$0
ELIZABETH WEATHERMAN
TRUSTEE4.000.10Yes (X)$0$0$0
ELIZABETH WHARFF
ALUMNA TRUSTEE2.002.10Yes (X)$0$0$0
SONYA STEPHENS
PRESIDENT-ELECT40.001.00Yes (X)$444,543$0$63,216Yes (X)
SHANNON D GUREK
VP FOR FIN&ADMIN&TREASURER40.001.00$293,974$0$46,381Yes (X)
KASSANDRA JOLLEY
VP FOR ADVANCEMENT40.000.00$266,659$0$46,758Yes (X)
JON WESTERN
VP FOR ACAD AFFS&DEAN OF FACULTY40.000.00$236,271$0$78,532Yes (X)
GAIL BERSON
VP FOR ENROLL&DEAN OF ADMN40.000.00$235,992$0$36,051Yes (X)
MARCELLA RUNELL HALL
VP FOR STUD LIFE&DEAN OF STU40.000.00$180,105$0$53,822Yes (X)
LENORE REILLY
SECRETARY OF THE COLLEGE40.001.00$158,846$0$24,592Yes (X)
CHARLES GREENE II
VP FOR COMM&MKTG40.000.00$0$0$0Yes (X)
ELIZABETH CONLISK
INT CHIEF OF COMM&MKTG40.000.00$225,145$0$877Yes (X)
ALEXANDER WIRTH-CAUCHON
CIO&EXEC DIR OF LIB INFO& TECH SVCS40.000.00$190,324$0$28,614Yes (X)
EVA PAUS
PROF OF ECON&DIR-CTR FOR GLOBAL INIT40.000.00$184,736$0$40,293Yes (X)
DOROTHY KNIGHT-MOSBY
ASSOC DEAN OF FACULTY40.000.00$161,563$0$20,532Yes (X)
ANDREA FOULKES
PROF MATH & STATS40.000.00$161,559$0$32,954Yes (X)
CHRISTOPHER BENFEY
FORMER VP FOR ACAD AFF&DEAN OF FAC40.000.00$160,988$0$38,877Yes (X)
SARAH SUTHERLAND
FORMER SECRETARY OF THE COLLEGE40.000.00$124,033$0$21,552Yes (X)
CHRISTINE HUTCHINS
FORMER VP FOR COMM&MKTG40.000.00$115,816$0$22,205Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,140,554TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$555,256TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K126IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BERGMEYER ASSOCIATES INC
51 SLEEPER STREETBOSTONMA02210ARCHITECTURAL DESIGN$1,095,571
CAMBRIDGE ASSOCIATES LLC
100 SUMMER STREETBOSTONMA02110INVESTMENT CONSULTING$965,000
ATLAS VENTURE FUND
400 TECHNOLOGY SQUARE FL 10CAMBRIDGEMA02139INVESTMENT MANAGEMENT$776,822
CEDAR ROCK CAPITAL PARTNERS LLC
11 BROADWAY SUITE 965NEW YORKNY10019INVESTMENT MANAGEMENT$435,695
SILCHESTER INTERNATIONAL INVESTORS
780 THIRD AVE FL 42NEW YORKNY10017INVESTMENT MANAGEMENT$389,320
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K22CntrctRcvdGreaterThan100KCnt
Fundraising$13,780FundraisingAmt
Government Grants$4,404,348GovernmentGrantsAmt
All Other Contributions$32,670,421AllOtherContributionsAmt
Noncash Contributions$3,864,161NoncashContributionsAmt
Total Contributions$37,088,549TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES611310$103,664,576$103,664,576
ROOM AND OTHER BOARD611310$13,823,619$13,823,619
EDUCATIONAL PERFORMANCES611310$21,769$21,769
FieldValueIRS element (for citing)
Total Program Service Revenue$117,509,964TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,659,368TotalRevenueColumnAmt
Unrelated Business Revenue-$1,200,617UnrelatedBusinessRevenueAmt
Exclusion$13,859,985ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$60,090TotalRevenueColumnAmt
Exclusion$60,090ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,538TotalRevenueColumnAmt
Exclusion$3,538ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$590,768RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$409,497RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$181,271RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$181,271TotalRevenueColumnAmt
Exclusion$181,271ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$76,329,490SecuritiesAmt
Other$119,691OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$47,371,373SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$28,958,117SecuritiesAmt
Other$119,691OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,077,808TotalRevenueColumnAmt
Unrelated Business Revenue$1,674,879UnrelatedBusinessRevenueAmt
Exclusion$27,402,929ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$9,240FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$13,780ContriRptFundraisingEventAmt
Fundraising Direct Expenses$6,006FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,234TotalRevenueColumnAmt
Exclusion$3,234ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$15,547,138GrossSalesOfInventoryAmt
Cost Of Goods Sold$2,992,152CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,554,986TotalRevenueColumnAmt
Related Or Exempt Func Income$12,395,521RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$159,465UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
PUBLIC SAFETY COLLABORATIVE611310$2,649,903$2,649,903
EDUCATIONAL CONFERENCES721000$1,067,200$792,495$274,705

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,220,455TotalRevenueColumnAmt
Related Or Exempt Func Income$5,173,305RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$47,150UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$8,937,558OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$218,076,366TotalRevenueColumnAmt
Related Or Exempt Func Income$138,521,188RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$955,582UnrelatedBusinessRevenueAmt
Exclusion$41,511,047ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$189,033TotalAmt
Program Services$189,033ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$44,237,680TotalAmt
Program Services$44,237,680ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$10,392,016TotalAmt
Program Services$10,392,016ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,264,733TotalAmt
Program Services$789,448ProgramServicesAmt
Management And General$1,154,690ManagementAndGeneralAmt
Fundraising$320,595FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$64,900,476TotalAmt
Program Services$57,906,702ProgramServicesAmt
Management And General$4,114,328ManagementAndGeneralAmt
Fundraising$2,879,446FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$6,713,132TotalAmt
Program Services$5,989,456ProgramServicesAmt
Management And General$425,613ManagementAndGeneralAmt
Fundraising$298,063FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$10,124,441TotalAmt
Program Services$9,033,026ProgramServicesAmt
Management And General$641,890ManagementAndGeneralAmt
Fundraising$449,525FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,783,643TotalAmt
Program Services$4,267,966ProgramServicesAmt
Management And General$303,283ManagementAndGeneralAmt
Fundraising$212,394FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$549,131TotalAmt
Program Services$276,221ProgramServicesAmt
Management And General$95,291ManagementAndGeneralAmt
Fundraising$177,619FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$273,846TotalAmt
Program Services$20,064ProgramServicesAmt
Management And General$253,782ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$220,800TotalAmt
Program Services$1,250ProgramServicesAmt
Management And General$219,550ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$6,391,077TotalAmt
Management And General$6,391,077ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,247,054TotalAmt
Program Services$4,444,891ProgramServicesAmt
Management And General$1,690,391ManagementAndGeneralAmt
Fundraising$111,772FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$73,892TotalAmt
Program Services$45,469ProgramServicesAmt
Management And General$27,269ManagementAndGeneralAmt
Fundraising$1,154FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,675,602TotalAmt
Program Services$3,900,703ProgramServicesAmt
Management And General$565,216ManagementAndGeneralAmt
Fundraising$209,683FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,149,997TotalAmt
Program Services$579,045ProgramServicesAmt
Management And General$568,560ManagementAndGeneralAmt
Fundraising$2,392FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$9,141TotalAmt
Program Services$6,479ProgramServicesAmt
Management And General$2,662ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,922,701TotalAmt
Program Services$3,645,499ProgramServicesAmt
Management And General$115,222ManagementAndGeneralAmt
Fundraising$161,980FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,837,900TotalAmt
Program Services$1,518,102ProgramServicesAmt
Management And General$165,329ManagementAndGeneralAmt
Fundraising$154,469FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$1,606TotalAmt
Program Services$1,606ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$336,672TotalAmt
Program Services$290,793ProgramServicesAmt
Management And General$30,722ManagementAndGeneralAmt
Fundraising$15,157FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$5,184,801TotalAmt
Program Services$5,000,209ProgramServicesAmt
Management And General$72,452ManagementAndGeneralAmt
Fundraising$112,140FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$529,470TotalAmt
Program Services$322,098ProgramServicesAmt
Management And General$171,974ManagementAndGeneralAmt
Fundraising$35,398FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$10,919,739TotalAmt
Program Services$10,537,934ProgramServicesAmt
Management And General$150,218ManagementAndGeneralAmt
Fundraising$231,587FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,075,515TotalAmt
Program Services$2,503,339ProgramServicesAmt
Management And General$557,416ManagementAndGeneralAmt
Fundraising$14,760FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
PUB.SAFETY COLLAB.EXP.$2,545,994$2,545,994
ALUMNAE ASSOC.SUPPORT$1,970,000$1,970,000
ALLOCATED EXPENSES$0$310,422-$310,422

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$8,909,449TotalAmt
Program Services$7,222,007ProgramServicesAmt
Management And General$1,585,121ManagementAndGeneralAmt
Fundraising$102,321FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$202,429,541TotalAmt
Program Services$175,977,452ProgramServicesAmt
Management And General$18,991,634ManagementAndGeneralAmt
Fundraising$7,460,455FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$57,888,049BOYAmt
EOY$46,429,157EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$20,980,722BOYAmt
EOY$19,333,485EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,384,728BOYAmt
EOY$2,112,224EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$241,393BOYAmt
EOY$238,825EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$887,962BOYAmt
EOY$878,857EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,564,367BOYAmt
EOY$1,549,923EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$436,748,429LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$238,742,119LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$180,299,636BOYAmt
EOY$198,006,310EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$74,930,819BOYAmt
EOY$82,609,496EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$650,139,514BOYAmt
EOY$692,403,240EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$17,188,827BOYAmt
EOY$16,015,658EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$22,909,075BOYAmt
EOY$9,495,645EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,030,415,092BOYAmt
EOY$1,069,072,820EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$14,086,615BOYAmt
EOY$10,433,788EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,096,697BOYAmt
EOY$1,891,552EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$127,247,364BOYAmt
EOY$125,405,480EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$52,818,964BOYAmt
EOY$49,454,284EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$196,249,640BOYAmt
EOY$187,185,104EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$135,481,134BOYAmt
EOY$165,371,571EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$392,786,844BOYAmt
EOY$397,994,685EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$305,897,474BOYAmt
EOY$318,521,460EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$834,165,452BOYAmt
EOY$881,887,716EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,030,415,092BOYAmt
EOY$1,069,072,820EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$15,646,825ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$28,890,299NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$3,185,140OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,201,331CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,816,781CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,377,192CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$27,899,461CurrentTaxYearMinus1YearAmt
Current Tax Year$37,088,549CurrentTaxYearAmt
Total$182,383,314TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,201,331CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,816,781CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,377,192CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$27,899,461CurrentTaxYearMinus1YearAmt
Current Tax Year$37,088,549CurrentTaxYearAmt
Total$182,383,314TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$12,770,463SubstantialContributorsTotAmt
Public Support Total170$169,612,851PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,678,782CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,847,935CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,981,924CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,862,793CurrentTaxYearMinus1YearAmt
Current Tax Year$14,514,381CurrentTaxYearAmt
Total$60,885,815TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$42,198CurrentTaxYearMinus3YearsAmt
Total$42,198TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,585,210CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,119,224CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,917,952CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,842,504CurrentTaxYearMinus1YearAmt
Current Tax Year$15,547,138CurrentTaxYearAmt
Total$72,012,028TotalAmt
FieldValueIRS element (for citing)
Total Support$315,323,355TotalSupportAmt
Gross Receipts Rltd Activities$587,103,945GrossReceiptsRltdActivitiesAmt
Public Support CY1700.53790PublicSupportCY170Pct
Public Support PY1700.54100PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationGROSS SALES OF INVENTORY - 2013 AMOUNT: $ 13,585,210. 2014 AMOUNT: $ 14,119,224. 2015 AMOUNT: $ 13,917,952. 2016 AMOUNT: $ 14,842,504. 2017 AMOUNT: $ 15,547,138.ExplanationTxt

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$5,000OtherActivitiesAmt
Total Lobbying Expenditures$5,000TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

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

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$141,850RevenuesIncludedAmt
Assets Included$15,678,508AssetsIncludedAmt

Held Works Art HeldWorksArtGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$0AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$703,010,972BeginningYearBalanceAmt
Contributions$19,587,426ContributionsAmt
Investment Earnings Or Losses-$11,635,853InvestmentEarningsOrLossesAmt
Grants Or Scholarships$11,809,408GrantsOrScholarshipsAmt
Other Expenditures$22,873,279OtherExpendituresAmt
Administrative Expenses$8,715,011AdministrativeExpensesAmt
End Year Balance$667,564,847EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$713,514,514BeginningYearBalanceAmt
Contributions$6,994,177ContributionsAmt
Investment Earnings Or Losses$23,644,106InvestmentEarningsOrLossesAmt
Grants Or Scholarships$11,486,690GrantsOrScholarshipsAmt
Other Expenditures$21,890,807OtherExpendituresAmt
Administrative Expenses$7,764,328AdministrativeExpensesAmt
End Year Balance$703,010,972EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$638,551,662BeginningYearBalanceAmt
Contributions$9,389,782ContributionsAmt
Investment Earnings Or Losses$104,887,988InvestmentEarningsOrLossesAmt
Grants Or Scholarships$10,435,055GrantsOrScholarshipsAmt
Other Expenditures$18,937,619OtherExpendituresAmt
Administrative Expenses$9,942,244AdministrativeExpensesAmt
End Year Balance$713,514,514EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.15000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.38000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.47000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$27,978,322OtherCostOrOtherBasisAmt
Book Value$27,978,322BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$196,758,235OtherCostOrOtherBasisAmt
Depreciation$68,460,662DepreciationAmt
Book Value$128,297,573BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$90,987,478OtherCostOrOtherBasisAmt
Depreciation$57,761,467DepreciationAmt
Book Value$33,226,011BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$65,420,053OtherCostOrOtherBasisAmt
Depreciation$60,941,827DepreciationAmt
Book Value$4,478,226BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$55,604,341OtherCostOrOtherBasisAmt
Depreciation$51,578,163DepreciationAmt
Book Value$4,026,178BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$198,006,310TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
FIXED INCOME MUTUAL/COMINGLED FUNDS$10,609,194F
EQUITY MUTUAL/COMINGLED FUNDS$311,766,350F
HEDGE FUNDS$178,972,612F
INFLATION HEDGING$56,424,201F
DEBT RELATED$15,018,284F
VENTURE CAPITAL$116,510,296F
OTHER$3,102,303F
FieldValueIRS element (for citing)
Total Book Value Securities$692,403,240TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
INTEREST RATE SWAP LIABILITY$8,863,799
FAS 158 PENSION LIABILITY$3,706,322
FIN 47 CONDITIONAL ASSET RETIREMENT OBLIGATION$11,865,004
457(B) PENSION LIABILITY$283,829
REFUNDABLE GOVERNMENT ADVANCES$3,887,631
SPLIT INTEREST OBLIGATION$20,847,699
FieldValueIRS element (for citing)
Total Liability$49,454,284TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$248,021,010TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$28,890,299NetUnrealizedGainsInvstAmt
Other Revenue-$2,330,709OtherRevenueAmt
Revenue Not Reported$26,559,590RevenueNotReportedAmt
Revenue Subtotal$221,461,420RevenueSubtotalAmt
Other Revenues Not Included-$3,385,054OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$3,385,054RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$218,076,366TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$200,295,019TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$5,187,037OtherExpensesIncludedAmt
Expenses Not Reported$5,187,037ExpensesNotReportedAmt
Expenses Subtotal$195,107,982ExpensesSubtotalAmt
Investment Expenses Not Incld2$7,321,559InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$7,321,559ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$202,429,541TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4:DESCRIPTION OF ART COLLECTION - THE COLLEGE MAINTAINS MORE THAN 24,000 WORKS OF ART FROM ANTIQUITY TO THE PRESENT THAT COMPRISE THE PERMANENT COLLECTION OF THE MOUNT HOLYOKE COLLEGE ART MUSEUM. PARTICULAR STRENGTHS WITHIN THIS COLLECTION INCLUDE ANCIENT MEDITERRANEAN ART AND ARTIFACTS, PAINTINGS, SCULPTURE, AND DECORATIVE ART FROM EUROPE AND THE UNITED STATES, AND MODERN AND GLOBAL CONTEMPORARY ART. CATEGORIES OF SIGNIFICANT DEPTH INCLUDE PHOTOGRAPHY, GLASS, CERAMICS, PRINTS AND DRAWINGS, AND NUMISMATICS. THIS CULTURALLY AND CHRONOLOGICALLY DIVERSE COLLECTION IS AN IMPORTANT TEACHING AND LEARNING RESOURCE FOR FACULTY AND STUDENTS IN ALL DISCIPLINES, AND SERVES AS A MAJOR CULTURAL RESOURCE FOR AREA SCHOOLS AND THE GENERAL PUBLIC. DEDICATED TO PROVIDING FIRSTHAND EXPERIENCES WITH WORKS OF SIGNIFICANT AESTHETIC AND CULTURAL VALUE, THE MUSEUM DEVELOPS EXHIBITIONS THAT AIM TO PROVIDE AESTHETIC ENJOYMENT, STIMULATE INQUISITIVE LOOKING AND ENCOURAGE UNDERSTANDING OF ARTISTIC ACHIEVEMENTS ACROSS A DIVERSITY OF CULTURES AND TIME PERIODS. SELECTED WORKS OF ART ARE INSTALLED IN THE ART MUSEUM'S TEN GALLERIES AND RECEPTION HALL ON A ROTATING BASIS AND THE MUSEUM PRODUCES SEVERAL SPECIAL EXHIBITIONS EACH YEAR IN ADDITION TO ITS DISPLAY OF WORKS FROM THE PERMANENT COLLECTION. THE MUSEUM INTEGRATES ITS COLLECTIONS, EXHIBITIONS AND SCHOLARLY RESEARCH WITH THE CURRICULUM OF THE COLLEGE AND THE INTERESTS OF THE GENERAL PUBLIC.
PART V, LINE 4:INTENDED USE OF ENDOWMENT FUNDS - MOUNT HOLYOKE'S ENDOWMENT CONSISTS OF MORE THAN 1,750 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, INCLUDING BOTH DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE COLLEGE TO FUNCTION AS ENDOWMENTS. ABOUT 24% OF THE ENDOWMENT INCOME USED TO SUPPORT THE COLLEGE'S OPERATIONS IS UNRESTRICTED. MOST OF THE ENDOWED FUNDS CONTAIN SPECIFIC RESTRICTIONS FOR THE SUPPORT OF CRITICAL FUNCTIONS SUCH AS FINANCIAL AID FOR STUDENTS WITH DEMONSTRATED NEED, FACULTY SALARIES, LIBRARY PURCHASES, STUDENT AND FACULTY RESEARCH, INTERNSHIPS AND DEPARTMENTAL PROGRAMMING. ENDOWMENT INCOME PROVIDES APPROXIMATELY 27% OF THE COLLEGE'S ANNUAL OPERATING BUDGET REVENUES.
PART X, LINE 2:FIN 48/ASC 740 FOOTNOTE - THE COLLEGE IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. THE COLLEGE ASSESSES UNCERTAIN TAX POSITIONS AND DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS FOR THE YEAR ENDED JUNE 30, 2018. ON DECEMBER 22, 2017, THE PRESIDENT SIGNED INTO LAW H.R.1, ORIGINALLY KNOWN AS THE TAX CUTS AND JOBS ACT. THE NEW LAW (PUBLIC LAW NO. 115-97) INCLUDES SUBSTANTIAL CHANGES TO THE TAXATION OF INDIVIDUALS, BUSINESSES, MULTINATIONAL ENTERPRISES AND OTHERS. IN ADDITION TO MANY GENERALLY APPLICABLE PROVISIONS, THE LAW CONTAINS SEVERAL SPECIFIC PROVISIONS THAT RESULT IN CHANGES TO THE TAX TREATMENT OF TAX-EXEMPT ORGANIZATIONS AND THEIR DONORS. THE COLLEGE HAS REVIEWED THESE PROVISIONS AND THE POTENTIAL IMPACT AND CONCLUDED THE ENACTMENT OF H.R.1 WILL NOT HAVE A MATERIAL EFFECT ON THE OPERATIONS OF THE COLLEGE.
PART XI, LINE 2D - OTHER ADJUSTMENTS:WILLITS HALLOWELL CENTER REVENUE 1,745,423. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 3,872. ENDOWMENT EXPENSES -7,321,559. CHANGE IN FAS PENSION OBLIGATION 895,645. CHANGE IN VALUE OF INTEREST RATE SWAPS 2,345,910.
PART XI, LINE 4B - OTHER ADJUSTMENTS:COST OF GOODS SOLD -2,992,153. FUNDRAISING EXPENSES -6,006. FACULTY HOUSING EXPENSES -386,895.
PART XII, LINE 2D - OTHER ADJUSTMENTS:WILLITS HALLOWELL CENTER EXPENSES 1,801,983. COST OF GOODS SOLD 2,992,153. FUNDRAISING EXPENSES 6,006. FACULTY HOUSING EXPENSES 386,895.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE COLLEGE FOLLOWS A NONDISCRIMINATORY POLICY TOWARD STUDENTS, FACULTY AND STAFF, AND WITH REGARD TO STUDENTS, INCLUDES THIS POLICY IN MOST BROCHURES AND CATALOGUES PERTAINING TO STUDENT ADMISSIONS, PROGRAMS AND SCHOLARSHIPS. MOUNT HOLYOKE COLLEGE HAS APPROXIMATELY 2,200 STUDENTS WHO HAIL FROM 47 STATES AND 58 COUNTRIES. THE COLLEGE DEMONSTRATES ITS COMMITMENT TO DIVERSITY BY ENROLLING STUDENTS OF MINORITY GROUPS IN MEANINGFUL NUMBERS. THE RACIALLY DIVERSE STUDENT BODY CONSISTS OF APPROXIMATELY 27% WHO ARE INTERNATIONAL CITIZENS. OUT OF DOMESTIC STUDENTS, 26% IDENTIFY AS AFRICAN AMERICAN, NATIVE AMERICAN, ASIAN, LATINA OR MULTIRACIAL.
SCHEDULE E, PART I, LINE 6THE COLLEGE RECEIVES FEDERAL GRANTS FOR FACULTY RESEARCH AND STUDENT SCHOLARSHIPS.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (32 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmtOfficesOfficesCntEmployeeEmployeeCnt
CENTRAL AMERICA AND THE CARIBBEANPROGRAM SERVICESGRANT AID$89,411
CENTRAL AMERICA AND THE CARIBBEANPROGRAM SERVICESSTUDY ABROAD$126,937
CENTRAL AMERICA AND THE CARIBBEANPROGRAM SERVICESRESEARCH$4,578
CENTRAL AMERICA AND THE CARIBBEANINVESTMENTS$207,669,687
EAST ASIA AND THE PACIFICPROGRAM SERVICESGRANT AID$4,155,829
EAST ASIA AND THE PACIFICPROGRAM SERVICESSTUDY ABROAD$84,337
EAST ASIA AND THE PACIFICPROGRAM SERVICESRESEARCH$21,276
EAST ASIA AND THE PACIFICPROGRAM SERVICESRECRUITMENT$45,479
EAST ASIA AND THE PACIFICFUNDRAISINGALUMNAE MEETINGS$22,876
EUROPE (INCLUDING ICELAND & GREENLAND)PROGRAM SERVICESGRANT AID$366,160
EUROPE (INCLUDING ICELAND & GREENLAND)PROGRAM SERVICESSTUDY ABROAD$260,71011
EUROPE (INCLUDING ICELAND & GREENLAND)PROGRAM SERVICESRESEARCH$108,855
EUROPE (INCLUDING ICELAND & GREENLAND)PROGRAM SERVICESRECRUITMENT$14,076
EUROPE (INCLUDING ICELAND & GREENLAND)FUNDRAISINGALUMNAE MEETINGS$43,930
EUROPE (INCLUDING ICELAND & GREENLAND)INVESTMENTS$11,208,596
MIDDLE EAST AND NORTH AFRICAPROGRAM SERVICESGRANT AID$318,080
MIDDLE EAST AND NORTH AFRICAPROGRAM SERVICESRESEARCH$5,674
MIDDLE EAST AND NORTH AFRICAPROGRAM SERVICESRECRUITMENT$2,382
NORTH AMERICAPROGRAM SERVICESGRANT AID$61,232
NORTH AMERICAPROGRAM SERVICESRESEARCH$38,199
NORTH AMERICAPROGRAM SERVICESRECRUITMENT$5,245
NORTH AMERICAFUNDRAISINGALUMNAE MEETINGS$5,468
RUSSIA AND NEIGHBORING STATESPROGRAM SERVICESGRANT AID$287,438
RUSSIA AND NEIGHBORING STATESPROGRAM SERVICESRESEARCH$2,880
SOUTH AMERICAPROGRAM SERVICESGRANT AID$80,760
SOUTH AMERICAPROGRAM SERVICESRESEARCH$9,308
SOUTH AMERICAPROGRAM SERVICESRECRUITMENT$586
SOUTH ASIAPROGRAM SERVICESGRANT AID$3,615,765
SOUTH ASIAPROGRAM SERVICESRESEARCH$3,239
SOUTH ASIAPROGRAM SERVICESRECRUITMENT$33,136
SUB-SAHARAN AFRICAPROGRAM SERVICESGRANT AID$1,417,341
SUB-SAHARAN AFRICAPROGRAM SERVICESRESEARCH$9,264
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office1ContinuationTotalOfficeCnt
Continuation Total Employee1ContinuationTotalEmployeeCnt
Total Office1TotalOfficeCnt
Total Employee1TotalEmployeeCnt
Subtotal Spent$212,197,534SubtotalSpentAmt
Continuation Spent$17,921,200ContinuationSpentAmt
Total Spent$230,118,734TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
FINANCIAL ASSISTANCECENTRAL AMERICA AND THE CARIBBEAN3$89,411ACCOUNT CREDIT
FINANCIAL ASSISTANCEEUROPE (INCLUDING ICELAND & GREENLAND)11$366,160ACCOUNT CREDIT
FINANCIAL ASSISTANCEEAST ASIA AND THE PACIFIC194$4,155,829ACCOUNT CREDIT
FINANCIAL ASSISTANCEMIDDLE EAST AND NORTH AFRICA11$318,080ACCOUNT CREDIT
FINANCIAL ASSISTANCENORTH AMERICA5$61,232ACCOUNT CREDIT
FINANCIAL ASSISTANCERUSSIA AND NEIGHBORING STATES8$287,438ACCOUNT CREDIT
FINANCIAL ASSISTANCESOUTH AMERICA4$80,760ACCOUNT CREDIT
FINANCIAL ASSISTANCESOUTH ASIA110$3,615,765ACCOUNT CREDIT
FINANCIAL ASSISTANCESUB-SAHARAN AFRICA43$1,417,341ACCOUNT CREDIT
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationMONITORING USE OF GRANT FUNDS - ALL FINANCIAL AID GRANTS AND SCHOLARSHIPS TO STUDENTS WHO ARE CITIZENS OF FOREIGN COUNTRIES ARE RECORDED IN THE FINANCIAL AID MANAGEMENT SOFTWARE, POWERFAIDS, BY AMOUNT PER SEMESTER. STUDENT FINANCIAL SERVICES STAFF DETERMINE STUDENT ELIGIBILITY BASED ON A CONSISTENTLY APPLIED NEED ANALYSIS FORMULA WHICH CALCULATES THE EXPECTED FAMILY CONTRIBUTION (EFC). THE EFC IS SUBTRACTED FROM THE TOTAL COST OF ATTENDANCE TO EQUAL THE FINANCIAL AID ELIGIBILITY. THE FINANCIAL AID GRANT AMOUNT IS DETERMINED BASED ON CONSISTENTLY APPLIED PACKAGING FORMULAS TO MEET THE FULL CALCULATED NEED OF EACH STUDENT. IN ADDITION TO THE NEED BASED AID THAT THE COLLEGE AWARDS, THERE ARE SOME GRANTS THAT ARE AWARDED BASED ON MERIT OR OTHER FACTORS. FINANCIAL AID GRANT FUNDS ARE MONITORED THROUGH THE FINANCIAL AID MANAGEMENT SOFTWARE, POWERFAIDS. STAFF WHO WILL BE AWARDING FINANCIAL AID GRANT FUNDS ARE TRAINED TO ADHERE TO THESE POLICIES AND PROCEDURES. THE FINANCIAL AID GRANT INFORMATION IS TRANSFERRED FROM POWERFAIDS TO THE STUDENT INFORMATION SYSTEM, ELLUCIAN COLLEAGUE, VIA A REGULARLY SCHEDULED INTERFACE. WHEN ALL INSTITUTIONAL GRANT DISBURSEMENT REQUIREMENTS ARE MET, THE FUNDS ARE DISBURSED TO THE STUDENT ACCOUNT IN COLLEAGUE. THE FUNDS ARE CREDITED AGAINST ANY BILLED CHARGES THAT HAVE BEEN PREVIOUSLY POSTED. IF THIS TRANSACTION RESULTS IN A CREDIT BALANCE, THE CREDIT MAY BE REFUNDED TO THE STUDENT IN THE FORM OF A CHECK. THE STUDENT INITIATES THIS REFUND PROCESS BY SUBMITTING A COMPLETED DISBURSEMENT FORM OR CREDIT BALANCE REQUEST FORM. STUDENT ELIGIBILITY IS MONITORED THROUGHOUT THE PERIOD OF ENROLLMENT AND ADJUSTMENTS ARE MADE, AS NECESSARY, FOR CHANGES IN ENROLLMENT STATUS ACCORDING TO THE COLLEGE'S PUBLISHED REFUND POLICIES.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FRIENDS OF ATHLETICSEvent1Nm
Gross Receipts Event1$23,020GrossReceiptsEvent1Amt
Charitable Contri Event1$13,780CharitableContriEvent1Amt
Gross Revenue Event1$9,240GrossRevenueEvent1Amt
Non Cash Prizes Event1$500NonCashPrizesEvent1Amt
Food And Beverage Event1$3,799FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$1,707OtherDirectExpensesEvent1Amt
Gross Receipts Total$23,020GrossReceiptsTotalAmt
Charitable Contributions Tot$13,780CharitableContributionsTotAmt
Gross Revenue Total Events$9,240GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$500NonCashPrizesTotalEventsAmt
Food And Beverage Total Events$3,799FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$1,707OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$6,006DirectExpenseSummaryEventsAmt
Net Income Summary$3,234NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
UNIVERSITY OF MASSACHUSETTS
405 GOODELL BUILDING 140 HICKS WAYAMHERSTMA010039272043167352115$74,756SUB-AWARD FOR GRANT RESEARCH
BUCKNELL UNIVERSITY
OFFICE OF FINANCE ONE DENT DRIVELEWISBURGPA17837240772407501(C)(3)$20,239SUB-AWARD FOR GRANT RESEARCH
COLUMBIA UNIVERSITY
SPONSORED PROJECTS FINANCE PO BOXNEW YORKNY100879789135598093501(C)(3)$21,553SUB-AWARD FOR GRANT RESEARCH29789
FIVE COLLEGES INCORPORATED
97 SPRING STREETAMHERSTMA010022324046134696501(C)(3)$21,292SUPPORT FOR THE FIVE COLLEGE CENTER FOR THE STUDY OF WORLD LANGUAGES
TOWN OF SOUTH HADLEY
116 MAIN STREETSOUTH HADLEYMA01075046001303115$25,000SUPPORT FOR FIRE DEPARTMENT CAPITAL EQUIPMENT FUND
WFCR
HAMPSHIRE HOUSEAMHERSTMA01003046130523501(C)(3)$11,543GENERAL SUPPORT FOR LOCAL PUBLIC RADIO STATION
SOMEBODY HELP US ALGUIEN AYUNDENOS INC
208 S LASALLE STREET 814CHICAGOIL60604823075458501(C)(3)$10,000DISASTER RELIEF FOR PUERTO RICO
FieldValueIRS element (for citing)
Total501c3 Org7Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFINANCIAL AID AND FELLOWSHIPS FOR U.S. CITIZENS FOR TUITION, ROOM, AND BOARD EXPENSESGrantTypeTxt
Recipient1331RecipientCnt
Cash Grant$44,237,680CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationMONITORING USE OF GRANT FUNDS - ALL FINANCIAL AID GRANTS AND SCHOLARSHIPS TO STUDENTS WHO ARE UNITED STATES CITIZENS ARE RECORDED IN THE FINANCIAL AID MANAGEMENT SOFTWARE, POWERFAIDS, BY AMOUNT PER SEMESTER. STUDENT FINANCIAL SERVICES STAFF DETERMINE STUDENT ELIGIBILITY BASED ON A CONSISTENTLY APPLIED NEED ANALYSIS FORMULA WHICH CALCULATES THE EXPECTED FAMILY CONTRIBUTION (EFC). THE EFC IS SUBTRACTED FROM THE TOTAL COST OF ATTENDANCE TO EQUAL THE FINANCIAL AID ELIGIBILITY. THE FINANCIAL AID GRANT AMOUNT IS DETERMINED BASED ON CONSISTENTLY APPLIED PACKAGING FORMULAS TO MEET THE FULL CALCULATED NEED OF EACH STUDENT. IN ADDITION TO THE NEED BASED AID THAT THE COLLEGE AWARDS, THERE ARE SOME GRANTS THAT ARE AWARDED BASED ON MERIT OR OTHER FACTORS. FINANCIAL AID GRANT FUNDS ARE MONITORED THROUGH THE FINANCIAL AID MANAGEMENT SOFTWARE, POWERFAIDS. STAFF WHO WILL BE AWARDING FINANCIAL AID GRANT FUNDS ARE TRAINED TO ADHERE TO THESE POLICIES AND PROCEDURES. THE FINANCIAL AID GRANT INFORMATION IS TRANSFERRED FROM POWERFAIDS TO THE STUDENT INFORMATION SYSTEM, ELLUCIAN COLLEAGUE, VIA A REGULARLY SCHEDULED INTERFACE. WHEN ALL INSTITUTIONAL GRANT DISBURSEMENT REQUIREMENTS ARE MET, THE FUNDS ARE DISBURSED TO THE STUDENT ACCOUNT IN COLLEAGUE. THE FUNDS ARE CREDITED AGAINST ANY BILLED CHARGES THAT HAVE BEEN PREVIOUSLY POSTED. IF THIS TRANSACTION RESULTS IN A CREDIT BALANCE, THE CREDIT MAY BE REFUNDED TO THE STUDENT IN THE FORM OF A CHECK. THE STUDENT INITIATES THIS REFUND PROCESS BY SUBMITTING A COMPLETED DISBURSEMENT FORM OR CREDIT BALANCE REQUEST FORM. STUDENT ELIGIBILITY IS MONITORED THROUGHOUT THE PERIOD OF ENROLLMENT AND ADJUSTMENTS ARE MADE, AS NECESSARY, FOR CHANGES IN ENROLLMENT STATUS ACCORDING TO THE COLLEGE'S PUBLISHED REFUND POLICIES. DURING THE FISCAL YEAR, THE COLLEGE CONDUCTED GRANT-FUNDED RESEARCH. FOUR OF THE RESEARCH GRANTS INCLUDED COLLABORATION WITH INSTITUTIONS WHOSE FACULTY ARE ACCOMPLISHED IN THEIR RESPECTIVE FIELDS OF STUDY. INFREQUENTLY AT THE DISCRETION OF THE PRESIDENT OR VICE PRESIDENT FOR FINANCE AND ADMINISTRATION, THE COLLEGE MAKES DONATIONS TO SUPPORT THE TOWN OR NONPROFIT ORGANIZATIONS. IN THESE INSTANCES, THE COLLEGE GENERALLY DOES NOT MONITOR THE ULTIMATE USE OF THE FUNDS AS THESE AMOUNTS ARE UNRESTRICTED GRANTS TO MUNICIPALITIES AND ORGANIZATIONS THAT ARE RECOGNIZED AS BEING DESCRIBED IN INTERNAL REVENUE CODE SECTION 501(C)(3). IN CERTAIN INSTANCES WHEN THE COLLEGE GRANTS FUNDS FOR SPECIFIED USE BY THE TOWN, THE COLLEGE MAINTAINS A WRITTEN AGREEMENT THAT SUCH GRANT WILL BE USED FOR THE DESIGNATED PURPOSE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
SONYA STEPHENS
PRESIDENT-ELECT$405,855$0$12,000$0$26,688$0$28,350$0$34,866$0$507,759$0$0$0
SHANNON D GUREK
VP FOR FIN&ADMIN&TREASURER$285,974$0$8,000$0$0$0$28,350$0$18,031$0$340,355$0$0$0
KASSANDRA JOLLEY
VP FOR ADVANCEMENT$258,659$0$8,000$0$0$0$28,350$0$18,408$0$313,417$0$0$0
JON WESTERN
VP FOR ACAD AFFS&DEAN OF FACULTY$228,271$0$8,000$0$0$0$25,292$0$53,240$0$314,803$0$0$0
GAIL BERSON
VP FOR ENROLL&DEAN OF ADMN$226,849$0$8,000$0$1,143$0$25,179$0$10,872$0$272,043$0$0$0
MARCELLA RUNELL HALL
VP FOR STUD LIFE&DEAN OF STU$172,105$0$8,000$0$0$0$19,399$0$34,423$0$233,927$0$0$0
LENORE REILLY
SECRETARY OF THE COLLEGE$150,846$0$8,000$0$0$0$16,875$0$7,717$0$183,438$0$0$0
ELIZABETH CONLISK
INT CHIEF OF COMM&MKTG$219,220$0$0$0$5,925$0$0$0$877$0$226,022$0$0$0
ALEXANDER WIRTH-CAUCHON
CIO&EXEC DIR OF LIB INFO& TECH SVCS$182,324$0$8,000$0$0$0$20,243$0$8,371$0$218,938$0$0$0
EVA PAUS
PROF OF ECON&DIR-CTR FOR GLOBAL INIT$184,736$0$0$0$0$0$19,630$0$20,663$0$225,029$0$0$0
DOROTHY KNIGHT-MOSBY
ASSOC DEAN OF FACULTY$161,563$0$0$0$0$0$17,249$0$3,283$0$182,095$0$0$0
ANDREA FOULKES
PROF MATH & STATS$161,559$0$0$0$0$0$12,960$0$19,994$0$194,513$0$0$0
CHRISTOPHER BENFEY
FORMER VP FOR ACAD AFF&DEAN OF FAC$160,988$0$0$0$0$0$17,496$0$21,381$0$199,865$0$0$0
SARAH SUTHERLAND
FORMER SECRETARY OF THE COLLEGE$124,033$0$0$0$0$0$13,283$0$8,269$0$145,585$0$0$0
CHRISTINE HUTCHINS
FORMER VP FOR COMM&MKTG$101,295$0$0$0$14,521$0$12,449$0$9,756$0$138,021$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ABENEFITS PROVIDED TO CERTAIN EMPLOYEES - WHEN TRAVELING FOR COLLEGE BUSINESS INTERNATIONALLY, THE PRESIDENT IS ALLOWED TO FLY FIRST CLASS IF BUSINESS CLASS IS NOT AVAILABLE. IN CALENDAR YEAR 2017, THE PRESIDENT-ELECT HAD TWO OCCASIONS IN WHICH SHE FLEW FIRST CLASS ON INTERNATIONAL FLIGHTS, ONE OF WHICH INVOLVED TRAVEL WITH THE VICE PRESIDENT FOR ADVANCEMENT. THE BOARD OF TRUSTEES RECOGNIZES THE UNIQUE ROLE THE PRESIDENT AND OTHER SENIOR ADMINISTRATORS PLAY IN SUPPORTING ALUMNAE AND ADVANCEMENT ACTIVITIES, CAMPUS EVENTS, AND OTHER OFFICIAL FUNCTIONS. ACCORDINGLY, AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE COLLEGE, COLLEGE OWNED OR LEASED HOUSING IS PROVIDED TO THE PRESIDENT AND THE VICE PRESIDENT FOR STUDENT LIFE AND DEAN OF STUDENTS TO FULFILL THESE DUTIES. SUCH HOUSING PROVIDED TO THE PRESIDENT IS APPROVED BY THE BOARD OF TRUSTEES AND HOUSING PROVIDED TO OTHER SENIOR ADMINISTRATORS IS APPROVED BY THE PRESIDENT. FOR THE PRESIDENT'S HOUSE, THE COLLEGE PROVIDES CUSTODIAL PERSONNEL AND APPROPRIATE EQUIPMENT AND SUPPLIES NECESSARY TO KEEP THE RESIDENCE'S APPEARANCE AND CLEANLINESS AT ACCEPTABLE STANDARDS. THE COST FOR TIME SPENT CLEANING THE PERSONAL QUARTERS OF THE PRESIDENT'S HOUSE IS INCLUDED IN THE FORM W-2 OF THE PRESIDENT.
PART I, LINE 3COMPARABILITY DATA USED - FOR A DESCRIPTION OF THE PROCESS USED TO DETERMINE THE PRESIDENT'S COMPENSATION, PLEASE REFER TO SCHEDULE O, PART VI, SECTION B, LINE 15.
PART I, LINE 7NON-FIXED PAYMENTS - ONE TIME BONUSES FOR THE OFFICERS WERE APPROVED BY THE NOMINATING AND GOVERNANCE COMMITTEE OF THE BOARD IN RECOGNITION OF THE EXTRAORDINARY WORK THAT WENT INTO THE SUCCESSFUL IMPLEMENTATION OF THE STRATEGIC PLAN AND PREPARATION FOR THE COLLEGE'S REACCREDITATION REVIEW. THESE WERE INCLUDED IN THE REVIEW OF TOTAL COMPENSATION AS DESCRIBED IN SCHEDULE O (FOR PART VI, SECTION B, LINE 15) AND APPROVED BY THE NOMINATING AND GOVERNANCE COMMITTEE OF THE BOARD.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY-MHC ISSUE SERIES 2008
A04343181457583RUS22008-03-27$40,231,354REFUND 2006 BOND ISSUEYes (1)00
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY-MHC ISSUE SERIES 2011A AND 2011B
B04343181457583UFU72011-06-09$76,131,942TO REFUND 2001 BOND ISSUE AND TO CONSTRUCT AND IMPROVE CAMPUS FACILITIES000
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY-MHC ISSUE SERIES 2011A AND 2016A
C0434318140000000002016-03-24$65,305,000TO REISSUE 2011A BOND ISSUE AND TO CONSTRUCT AND IMPROVE CAMPUS FACILITIES000
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY-MHC ISSUE SERIES 2016B
D0434318140000000002016-11-30$33,755,000TO REFUND 2008 BOND ISSUE000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapital ExpendituresCapitalExpendituresAmtUnspentUnspentAmt
A$8,256,354$30,925,000$40,231,354$456,354$39,775,0002008Yes (1)0Yes (1)Yes (1)
B$10,801,942$76,131,942$569,268$45,144,5822014Yes (1)0Yes (1)Yes (1)$30,418,092
C$65,305,000$238,907$39,305,0002018Yes (1)0Yes (1)Yes (1)$24,808,160$952,933
D$375,000$33,755,000$226,338$33,528,6620Yes (1)Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A000Yes (1)00.000000.004000.0040000Yes (1)
B000Yes (1)00.000000.003600.0036000Yes (1)
C00000.000000.003500.0035000Yes (1)
D00000.000000.000000.0000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A000Yes (1)0000Yes (1)
B000Yes (1)Yes (1)000Yes (1)
C000Yes (1)Yes (1)000Yes (1)
D0Yes (1)0Yes (1)0000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
DATE REBATE COMPUTATION PERFORMEDISSUER NAME: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY-MHC ISSUE SERIES 2008 DATE THE REBATE COMPUTATION WAS PERFORMED: 03/27/2018 ISSUER NAME: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY-MHC ISSUE SERIES 2011 DATE THE REBATE COMPUTATION WAS PERFORMED: 06/09/2018 ISSUER NAME: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY-MHC ISSUE SERIES 2011 DATE THE REBATE COMPUTATION WAS PERFORMED: 02/28/2018 ISSUER NAME: MASSACHUSETTS DEVELOPMENT FINANCE AGENCY-MHC ISSUE SERIES 2016 DATE THE REBATE COMPUTATION WAS PERFORMED: 11/30/2018
PART II, LINE 3 - 03/24/2016 $65,305,000 BOND:THE SERIES 2011A BOND WAS REISSUED ON MARCH 24, 2016 IN THE STATED PRINCIPAL AMOUNT OF $39,305,000, AND THE SERIES 2016A BOND WAS ISSUED IN THE STATED PRINCIPAL AMOUNT OF $26,000,000. THE TOTAL OF THESE TWO ISSUES AGREES TO THE AMOUNT REPORTED ON LINE 3 OF PART II, COLUMN C.
PART II, LINE 11 - 06/09/2011 $76,131,945 BOND:$45,144,582 REPRESENTS THE PORTION OF THE BOND USED TO REFUND THE COLLEGE'S 2001 BOND ISSUE. THE PROJECTS FUNDED BY THE 2001 BOND ISSUE WERE SUBSTANTIALLY COMPLETED IN 2004.
PART III, LINE 3C - 03/27/2008 $40,231,354 BOND:THE COLLEGE RECEIVES GOVERNMENT GRANT FUNDING FOR BASIC RESEARCH FOR THE ADVANCEMENT OF SCIENTIFIC KNOWLEDGE WITH NO COMMERCIAL OBJECTIVE. SOME RESEARCH TAKES PLACE IN CAMPUS FACILITIES THAT WERE CONSTRUCTED OR RENOVATED USING TAX EXEMPT BOND PROCEEDS; HOWEVER, THE COLLEGE MEETS THE SAFE HARBOR FOR REPORTING THIS RESEARCH AS NOT BEING PRIVATE USE.
PART III, LINE 3C - 06/09/2011 $76,131,942 BOND:THE COLLEGE RECEIVES GOVERNMENT GRANT FUNDING FOR BASIC RESEARCH FOR THE ADVANCEMENT OF SCIENTIFIC KNOWLEDGE WITH NO COMMERCIAL OBJECTIVE. SOME RESEARCH TAKES PLACE IN CAMPUS FACILITIES THAT WERE CONSTRUCTED OR RENOVATED USING TAX EXEMPT BOND PROCEEDS; HOWEVER, THE COLLEGE MEETS THE SAFE HARBOR FOR REPORTING THIS RESEARCH AS NOT BEING PRIVATE USE.
PART III, LINE 3D - 03/27/2008 $40,231,354 BOND:MANAGEMENT REVIEWS ALL CONTRACTS RELATED TO BOND FINANCED FACILITIES AND HAS ENGAGED BOND COUNSEL TO REVIEW ANY AGREEMENTS THAT ARE DEEMED SIGNIFICANT.
PART III, LINE 3D - 06/09/2011 $76,131,942 BOND:MANAGEMENT REVIEWS ALL CONTRACTS RELATED TO BOND FINANCED FACILITIES AND HAS ENGAGED BOND COUNSEL TO REVIEW ANY AGREEMENTS THAT ARE DEEMED SIGNIFICANT.
PART IV, LINE 2C - REBATE CALCULATIONS:FOR THE APPLICABLE BONDS LISTED ABOVE IN THE PART IV, ARBITRAGE, LINE 2C STATEMENT, THE COLLEGE CONTRACTED WITH A THIRD PARTY TO PREPARE THE REBATE CALCULATIONS ON THE DATES AS REPORTED ABOVE FOR EACH RESPECTIVE BOND ISSUE.

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

FieldValueIRS element (for citing)
Cash Grant$17,500CashGrantAmt
Type Of AssistanceTUITION EXCHANGETypeOfAssistanceTxt
Assistance PurposeTUITION BENEFIT FOR CHILDAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ADAGE CAPITAL MANAGEMENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionTRUSTEE'S HUSBANDRelationshipDescriptionTxt
Transaction$361,394TransactionAmt
TransactionINVESTMENT MANAGEMENT FEESTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IV - ADDITIONAL INFORMATION REGARDING TRANSACTION:FormAndLineReferenceDesc
ExplanationTHE COLLEGE HAS INVESTED IN ADAGE CAPITAL PARTNERS LP SINCE OCTOBER, 2001. THIS INVESTMENT WAS VETTED BY CAMBRIDGE ASSOCIATES LLC, AN INDEPENDENT ADVISORY FIRM THAT PERFORMS DUE DILIGENCE AND MAKES RECOMMENDATIONS FOR INVESTMENTS. THE HUSBAND OF TRUSTEE ELIZABETH COCHARY GROSS IS A PARTNER AT ADAGE CAPITAL MANAGEMENT.ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$141,850NoncashContributionsRptF990Amt
Method Of Determining RevenuesEXPERT OPINIONSMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution209ContributionCnt
Noncash Contributions Rpt F990$3,722,311NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received4Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationUSE OF THIRD PARTIES - FOR GIFTS OF TANGIBLE REAL OR PERSONAL PROPERTY THAT DO NOT MEET THE COLLEGE'S MISSION OBJECTIVES, THE COLLEGE ENGAGES THE SERVICES OF AN AUCTION HOUSE OR REAL ESTATE AGENT TO SELL THE PROPERTY AND TRANSFER THE PROCEEDS TO THE COLLEGE.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 4CHANGES TO ORGANIZING DOCUMENTS - IN MAY 2018, THE COLLEGE'S BY-LAWS WERE AMENDED AND INCLUDED THE ADDITION OF A NEW OFFICER POSITION, ENTITLED VICE PRESIDENT FOR EQUITY AND INCLUSION AND CHIEF DIVERSITY OFFICER.
FORM 990, PART VI, SECTION A, LINE 7AMEMBERS OF THE ORGANIZATION - ACCORDING TO THE COLLEGE'S BY-LAWS, FIVE TRUSTEES KNOWN AS ALUMNAE TRUSTEES, SHALL BE ELECTED BY THE ALUMNAE IN ACCORDANCE WITH THE BY-LAWS OF THE ALUMNAE ASSOCIATION. ONE ALUMNA TRUSTEE SHALL BE ELECTED EACH YEAR TO SERVE FOR A PERIOD OF FIVE YEARS. IN ADDITION, THE PRESIDENT OF THE ALUMNAE ASSOCIATION SHALL SERVE AS A SIXTH ALUMNA TRUSTEE DURING HER TERM OF OFFICE. THE ELECTION OF TRUSTEES, OTHER THAN ALUMNAE TRUSTEES, MAY BE HELD AT ANY REGULAR OR SPECIAL MEETING PROVIDED THAT WRITTEN NOTICE OF SUCH ELECTION, INCLUDING THE NAMES OF NOMINEES, HAS BEEN MADE AT LEAST THREE DAYS PRIOR TO THE MEETING. NOMINATIONS SHALL BE MADE BY THE NOMINATING AND GOVERNANCE COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 REVIEW - ANNUAL REVIEW OF THE COLLEGE'S FORM 990 IS DELEGATED TO THE AUDIT COMMITTEE. THE NOMINATING AND GOVERNANCE COMMITTEE IS RESPONSIBLE FOR REVIEWING THE SECTIONS OF THE FORM 990 THAT PERTAIN TO COMPENSATION AND REPORTING BACK TO THE AUDIT COMMITTEE. THIS PROCESS PERMITS THE GROUP OF TRUSTEES (THE AUDIT COMMITTEE) WHO ARE MOST KNOWLEDGEABLE TO REVIEW THE DOCUMENT ON BEHALF OF THE ENTIRE BOARD. THE AUDIT COMMITTEE REPORTS ANY FINDINGS TO THE BOARD OF TRUSTEES AND THE COMPLETE COPY OF THE FORM 990 IS PROVIDED TO EACH TRUSTEE PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CMONITORING AND ENFORCEMENT OF CONFLICT POLICY - THE COLLEGE REQUIRES EACH MEMBER OF THE BOARD OF TRUSTEES TO ELECTRONICALLY TRANSMIT A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY VIA THE COLLEGE'S SECURED WEBSITE. IN ADDITION, NON-TRUSTEE COMMITTEE MEMBERS, OFFICERS, AND EMPLOYEES WITH KEY RESPONSIBILITIES ARE ASKED TO ELECTRONICALLY SUBMIT CONFLICT OF INTEREST DISCLOSURE FORMS ANNUALLY. THE OFFICE OF THE PRESIDENT ENSURES THAT THE COMPLETED FORMS ARE RETURNED BY ALL TRUSTEES, AND THE OFFICE OF FINANCE AND ADMINISTRATION ENSURES THAT THE COMPLETED FORMS ARE RETURNED BY ALL NON-TRUSTEE COMMITTEE MEMBERS, OFFICERS, AND EMPLOYEES WITH KEY RESPONSIBILITIES. THE OFFICE OF FINANCE AND ADMINISTRATION COLLECTS AND RECORDS THE SUBMITTED DATA FROM THE SECURED WEBSITE. THE INFORMATION ON THE SUBMITTED FORMS IS SUMMARIZED BY THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION AND TREASURER WHO PROVIDES A COPY OF THE SUMMARY TO THE AUDIT COMMITTEE ANNUALLY. THE AUDIT COMMITTEE REVIEWS THE INFORMATION DISCLOSED AND ADVISES THE PRESIDENT AND THE CHAIR OF THE BOARD AS TO POTENTIAL CONFLICTS. THE AUDIT COMMITTEE MAY, AT ITS DISCRETION, DELEGATE THIS ANNUAL REVIEW TO THE CHAIR OF THE COMMITTEE. BY SIGNING THE ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM, EACH INDIVIDUAL AGREES TO ANSWER ANY QUESTIONS THAT BOARD MEMBERS MAY HAVE ABOUT POTENTIAL CONFLICTS.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION REVIEW AND APPROVAL - ANNUALLY, THE HUMAN RESOURCES DEPARTMENT ASSEMBLES COMPARATIVE SALARY DATA FOR ALL SENIOR/EXECUTIVE POSITIONS AT THE COLLEGE INCLUDING: PRESIDENT AND ALL VICE PRESIDENTS AND THE SECRETARY OF THE COLLEGE. THIS PROCESS WAS LAST UNDERTAKEN IN MAY 2018 FOR EACH OF THE POSITIONS MENTIONED ABOVE. SALARY DATA FOR THESE EXECUTIVE POSITIONS IS COMPILED FROM THE ADMINISTRATORS IN HIGHER EDUCATION SALARIES SURVEY CONDUCTED ANNUALLY BY THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES (CUPA-HR) AND ASSEMBLED AND ANALYZED USING SEVERAL VIEWS (25TH AND 75TH PERCENTILES, MEDIAN, AND MEAN) FOR SALARY DATA FROM ALL PRIVATE INDEPENDENT INSTITUTIONS HAVING A SIMILAR ENDOWMENT VALUE AND FALLING WITHIN A COMPARABLE BUDGET QUARTILE AS THAT OF MOUNT HOLYOKE COLLEGE. IN ADDITION, MOUNT HOLYOKE COLLEGE PARTICIPATES IN A SURVEY ON EXECUTIVE TOTAL COMPENSATION, WHICH IS CONDUCTED ANNUALLY BY A THIRD PARTY COMPENSATION CONSULTANT (CURRENTLY CONDUCTED BY SULLIVAN, COTTER & ASSOCIATES). TWENTY-SEVEN OF THE COLLEGE'S PEER INSTITUTIONS ALSO PARTICIPATE IN THIS SURVEY. SALARY DATA FROM THIS SURVEY IS ANALYZED IN A SIMILAR FASHION TO THE CUPA-HR DATA. THIS SALARY DATA, ALONG WITH SALARIES OF CURRENT MOUNT HOLYOKE COLLEGE INCUMBENTS, IS ASSEMBLED AND SHARED WITH THE CHAIR OF THE BOARD OF TRUSTEES AND WITH THE CHAIR OF THE NOMINATING AND GOVERNANCE COMMITTEE. THE DATA IS THEN PRESENTED TO THE FULL NOMINATING AND GOVERNANCE COMMITTEE FOR DISCUSSION AND DECISION ON WHAT SALARY ADJUSTMENTS, IF ANY, WILL BE MADE. THE CHAIR OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE REVIEW OF PERFORMANCE OF THE PRESIDENT. THE PRESIDENT IS RESPONSIBLE FOR OVERSIGHT OF PERFORMANCE MANAGEMENT FOR THE VICE PRESIDENTS. WITH REGARD TO THE PRESIDENT'S COMPENSATION, IN ADDITION TO COMPARATIVE PEER SALARY DATA, THE HUMAN RESOURCES DEPARTMENT ALSO ASSEMBLES A SUMMARY REPORT OF PRESIDENTIAL "TOTAL" SALARY. THIS REPORT IS ALSO REVIEWED BY AND DISCUSSED WITH THE NOMINATING AND GOVERNANCE COMMITTEE AND IS DISCUSSED WITH THE ENTIRE BOARD IN THEIR EXECUTIVE SESSION. THE PROCESS FOR DETERMINING THE COMPENSATION OF THE COLLEGE'S OFFICERS MEETS THE THREE REQUIREMENTS OF THE REBUTTABLE PRESUMPTION STANDARD. THE COMPENSATION ARRANGEMENTS ARE APPROVED IN ADVANCE BY THE ORGANIZATION'S NOMINATING AND GOVERNANCE COMMITTEE. THE COMMITTEE IS APPOINTED BY THE BOARD OF TRUSTEES FOR THE PURPOSE OF ASSISTING THE BOARD IN FULFILLING ITS RESPONSIBILITY TO THE COLLEGE AND THE COMMUNITY TO ENSURE THE COMPENSATION IS IN ACCORDANCE WITH THE COLLEGE'S POLICIES. AS MENTIONED, PRIOR TO MAKING ANY COMPENSATION DECISIONS, THE NOMINATING AND GOVERNANCE COMMITTEE OBTAINS AND RELIES UPON APPROPRIATE DATA AS TO COMPARABILITY. THE COMMITTEE UTILIZES COMPENSATION SURVEYS THAT INCLUDE COMPARABLE INSTITUTIONS TO SET COMPENSATION LEVELS. FINALLY, THE NOMINATING AND GOVERNANCE COMMITTEE ADEQUATELY AND TIMELY DOCUMENTS THE BASIS FOR SETTING COMPENSATION CONCURRENTLY WITH THE MAKING OF THE DETERMINATION.
FORM 990, PART VI, SECTION C, LINE 19AVAILABILITY OF DOCUMENTS - THE COLLEGE MAKES ITS BY-LAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA THE MOUNT HOLYOKE COLLEGE WEBSITE. IN ADDITION, THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE WEBSITE OF THE MASSACHUSETTS ATTORNEY GENERAL.
FORM 990, PART XI, LINE 9:WILLITS HALLOWELL CENTER SUPPORT -60,286. CHANGE IN VALUE OF INTEREST RATE SWAPS 2,345,910. CHANGE IN FAS 158 PENSION LIABILITY 895,645. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 3,871.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
WILLITS HALLOWELL CENTER INC
C/O MOUNT HOLYOKE COLLEGE 50 COLLEGSOUTH HADLEYMA01075042565823MHC MEETINGSMA501(C)(3)LINE 12B, IITHE TRUSTEES OF MOUNT HOLYOKE COLLEGEYes (1)
ALUMNAE ASSOCIATION OF MOUNT HOLYOKE COLLEGE
C/O MOUNT HOLYOKE COLLEGE 50 COLLEGSOUTH HADLEYMA01075042105894ALUMNAE NETWORKINGMA501(C)(3)LINE 12A, I0N/A
ASSOCIATED KYOTO PROGRAM INC
C/O OBERLIN COLLEGE 70 NPROFESSOR SOBERLINOH44074042996114EDUCATIONAL EXCHANGEMA501(C)(3)LINE 12C, III-FI0N/A
CENTER REDEVELOPMENT CORPORATION
17 COLLEGE STREETSOUTH HADLEYMA01075042939950REAL ESTATEMA501(C)(3)LINE 12A, ITHE TRUSTEES OF MOUNT HOLYOKE COLLEGEYes (1)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
THE CENTER BUSINESS CORPORATION
17 COLLEGE STREETSOUTH HADLEYMA01075042983326SMALL BUSINESS INVESTMENTMAMOUNT HOLYOKE COLLEGEC-$565$9,1121.00000Yes (1)
CHARITABLE REMAINDER UNITRUSTS (20)
C/O MOUNT HOLYOKE COLLEGE 50 COLLEGSOUTH HADLEYMA01075CHARITABLE TRUSTMAMOUNT HOLYOKE COLLEGETYes (1)
CHARITABLE REMAINDER UNITRUST MAKE UP (1)
C/O MOUNT HOLYOKE COLLEGE 50 COLLEGSOUTH HADLEYMA01075CHARITABLE TRUSTMAMOUNT HOLYOKE COLLEGETYes (1)
PERPETUAL TRUST (1)
C/O MOUNT HOLYOKE COLLEGE 50 COLLEGSOUTH HADLEYMA01075CHARITABLE TRUSTMAMOUNT HOLYOKE COLLEGETYes (1)
POOLED INCOME FUNDS (2)
C/O MOUNT HOLYOKE COLLEGE 50 COLLEGSOUTH HADLEYMA01075CHARITABLE TRUSTMAMOUNT HOLYOKE COLLEGETYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
WILLITS HALLOWELL CENTER INC
L$159,876OVERHEAD ALLOCATION
WILLITS HALLOWELL CENTER INC
M$529,981INTERNAL SALES
WILLITS HALLOWELL CENTER INC
N$350,000ESTIMATED FMV OF BUILDING
WILLITS HALLOWELL CENTER INC
R$60,286WILLITS HALLOWELL CENTER SUBSIDY
POOLED INCOME FUNDS (2)
S$623,803MANDATORY TRANSFERS