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POMONA COLLEGE: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
POMONA COLLEGE (EIN 95-1664112)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-15
IRS object ID
201921359349307477
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)
Return2019-05-15T14:34:39-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1550 S Hope St Suite 1500AddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90071ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN951664112EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1POMONA COLLEGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% MARY LOU WOODSInCareOfNm
Business Name ControlPOMOBusinessNameControlTxt
Phone9096218135PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 N COLLEGE AVENUEAddressLine1Txt
CityCLAREMONTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP917114434ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY LOU WOODSPersonNm
Person TitleASST VP/ASSOC TREASPersonTitleTxt
Phone9096218135PhoneNum
Signature2019-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCarey McKeePreparerPersonNm
PTINP01281067PTIN
Phone2139724000PhoneNum
Preparation2019-05-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.102.5IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id95488420191355000044FederalOriginalSubmissionId
Federal Original Submission Id2019-05-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5371A8E8CF9C688FEC850734C187A6F5B19F4AA1AtSubmissionCreationDeviceId
At Submission Filing Device Id64CF32215DA881A5815CC0F577A30FF448544C92AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerG GABRIELLE STARRPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 N COLLEGE AVENUEAddressLine1Txt
CityCLAREMONTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP917114434ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$773,745,111GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.POMONA.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1887FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionPOMONA COLLEGE IS AN INDEPENDENT, COEDUC- ATIONAL LIBERAL ARTS INSTITUTION DEDICATED TO THE PURSUIT OF KNOWLEDGE AND UNDERSTANDING THROUGH THE STUDY OF THE SCIENCES & THE HUMANITIES.ActivityOrMissionDesc
Voting Members Governing Body41VotingMembersGoverningBodyCnt
Voting Members Independent40VotingMembersIndependentCnt
Total Employee2820TotalEmployeeCnt
Total Volunteers1100TotalVolunteersCnt
Total Gross UBI-$8,723,800TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$9,591,933NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$36,588,413PYContributionsGrantsAmt
CY Contributions Grants$19,949,904CYContributionsGrantsAmt
PY Program Service Revenue$107,892,690PYProgramServiceRevenueAmt
CY Program Service Revenue$113,937,227CYProgramServiceRevenueAmt
PY Investment Income$117,664,444PYInvestmentIncomeAmt
CY Investment Income$104,515,275CYInvestmentIncomeAmt
PY Other Revenue$2,110,237PYOtherRevenueAmt
CY Other Revenue$1,533,383CYOtherRevenueAmt
PY Total Revenue$264,255,784PYTotalRevenueAmt
CY Total Revenue$239,935,789CYTotalRevenueAmt
PY Grants And Similar Paid$42,012,074PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$47,267,799CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$88,384,019PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$92,368,538CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$11,093,733CYTotalFundraisingExpenseAmt
PY Other Expenses$90,335,443PYOtherExpensesAmt
CY Other Expenses$94,499,944CYOtherExpensesAmt
PY Total Expenses$220,731,536PYTotalExpensesAmt
CY Total Expenses$234,136,281CYTotalExpensesAmt
PY Revenues Less Expenses$43,524,248PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,799,508CYRevenuesLessExpensesAmt
Total Assets BOY$2,923,794,227TotalAssetsBOYAmt
Total Assets EOY$3,056,095,414TotalAssetsEOYAmt
Total Liabilities BOY$336,642,135TotalLiabilitiesBOYAmt
Total Liabilities EOY$361,373,645TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,587,152,092NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,694,721,769NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHROUGHOUT ITS HISTORY, POMONA COLLEGE HAS EDUCATED MEN AND WOMEN OF EXCEPTIONAL PROMISE. WE GATHER STUDENTS, REGARDLESS OF FINANCIAL CIRCUMSTANCES, INTO A SMALL RESIDENTIAL COMMUNITY (CONTINUED SCHEDULE O)MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$115,672,845ExpenseAmt
Grant$47,267,799GrantAmt
Revenue$111,418,658RevenueAmt
DescINSTRUCTION AND RESEARCH: TIED FOR NO. 5 AMONG NATIONAL LIBERAL ARTS COLLEGES BY U.S. NEWS AND WORLD REPORT FOR 2019, POMONA OFFERS AN ACADEMIC PROGRAM THAT ENCOMPASSES THE MAJOR FIELDS OF THE ARTS, HUMANITIES, NATURAL SCIENCES AND SOCIAL SCIENCES. LEARNING IS ENCOURAGED THROUGH THEORY-BUILDING AND EMPIRICAL RESEARCH, HISTORICAL AND LINGUISTIC ANALYSIS, INQUIRY AND ETHICAL DEBATE. POMONA COLLEGE'S LIBERAL ARTS CURRICULUM, SMALL CLASSES, RESIDENTIAL CAMPUS AND SOPHISTICATED LABORATORIES AND STUDIOS PREPARE STUDENTS FOR LIVES OF PERSONAL FULFILLMENT AND SOCIAL RESPONSIBILITY IN A GLOBAL CONTEXT. CONTINUED ON SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$31,216,919ExpenseAmt
Revenue$265,071RevenueAmt
DescAUXILIARY ENTERPRISES: POMONA COLLEGE GUARANTEES ITS STUDENTS ON-CAMPUS HOUSING ALL FOUR YEARS. A TESTAMENT TO THE QUALITY OF LIFE ON CAMPUS IS THAT ONLY TWO TO THREE PERCENT OF STUDENTS CHOOSE TO LIVE ELSEWHERE. THE SCALE AND ARRANGEMENT OF POMONA'S 16 RESIDENCE HALLS ENCOURAGE STUDENTS TO GET TO KNOW EACH OTHER. RANGING IN SIZE FROM 60 TO 250 STUDENTS, WITH AN AVERAGE OF ABOUT 120 EACH, THESE COEDUCATIONAL RESIDENCES ARE LARGE ENOUGH TO BRING TOGETHER STUDENTS WITH A VARIETY OF INTERESTS AND EXPERIENCES, BUT SMALL ENOUGH TO ALLOW RESIDENTS TO WORK AS A COHESIVE GROUP. CONTINUED SCHEDULE ODesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$23,286,229ExpenseAmt
Revenue$1,162,725RevenueAmt
DescSTUDENT SERVICES: POMONA COLLEGE OFFERS STUDENTS A WIDE VARIETY OF PROGRAMS TO EXTEND THEIR EDUCATION BEYOND THE CLASSROOM, INCLUDING CLUBS, SPORTS, THE STUDENT LIFE NEWSPAPER AND STUDENT GOVERNMENT. OTHER RESOURCES OFFERED TO STUDENTS INCLUDE THE OFFICE OF BLACK STUDENT AFFAIRS, THE ASIAN AMERICAN RESOURCE CENTER, THE CHICANO/LATIN STUDENT AFFAIRS CENTER, THE WOMEN'S UNION AND THE QUEER RESOURCE CENTER.CONTINUED SCHEDULE ODesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmtRevenueRevenueAmtDescDesc
$40,064,982$1,090,773OTHER PUBLIC SERVICE, INSTITUTIONAL SUPPORT,
& ACADEMIC SUPPORT
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$40,064,982TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$1,090,773TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$210,240,975TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document855IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2820EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members41GoverningBodyVotingMembersCnt
Independent Voting Member40IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMARY LOU WOODSPersonNm
Phone9096218135PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 N COLLEGE AVENUEAddressLine1Txt
CityCLAREMONTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP917114434ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (65 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
SAMUEL GLICK
TRUSTEE/BOARD CHAIR5.00.0Yes (X)Yes (X)$0$0$0
STEWART R SMITH
TRUSTEE/CHAIR EMERITUS2.00.0Yes (X)Yes (X)$0$0$0
ALISON REMPEL BROWN
TRUSTEE/BOARD VICE CHAIR2.00.0Yes (X)Yes (X)$0$0$0
JOEL A FEUER
TRSTE/BD VCE CHR(thru 6/30/18)3.00.0Yes (X)Yes (X)$0$0$0
MARK H FUKUNAGA
TRSTE/BD VCE CHR(thru 6/30/18)3.00.0Yes (X)Yes (X)$0$0$0
MARGARET LODISE
TRUSTEE/BOARD VICE CHAIR3.00.0Yes (X)Yes (X)$0$0$0
STEPHEN B LOEB
TRUSTEE/BOARD VICE CHAIR2.00.0Yes (X)Yes (X)$0$0$0
R CARLTON SEAVER
TRUSTEE/BOARD VICE CHAIR2.00.0Yes (X)Yes (X)$0$0$0
BRYAN WHITE
TRUSTEE/BOARD VICE CHAIR2.00.0Yes (X)Yes (X)$0$0$0
EILEEN WILSON-OYELARAN
TRUSTEE/BOARD VICE CHAIR2.00.0Yes (X)Yes (X)$0$0$0
CRAIG WRENCH
TRUSTEE/BOARD VICE CHAIR3.00.0Yes (X)Yes (X)$0$0$0
JANET INSKEEP BENTON
TRUSTEE2.00.0Yes (X)$0$0$0
ONETTA BROOKS
TRUSTEE (AS OF 7/1/17)2.00.0Yes (X)$0$0$0
LOUISE HENRY BRYSON
TRUSTEE2.00.0Yes (X)$0$0$0
BERNARD CHAN
TRUSTEE2.00.0Yes (X)$0$0$0
CHRISTOPHER P DIALYNAS
TRUSTEE (THRU 6/30/18)2.00.0Yes (X)$0$0$0
JENNIFER DOUDNA
TRUSTEE2.00.0Yes (X)$0$0$0
MATTHEW J ESTES
TRUSTEE2.00.0Yes (X)$0$0$0
KIKI RAMOS GINDLER
TRUSTEE2.00.0Yes (X)$0$0$0
SCOTT GREEEN
TRUSTEE2.00.0Yes (X)$0$0$0
ALLYSON ARANOFF HARRIS
TRUSTEE3.00.0Yes (X)$0$0$0
JEAN KAPLAN
TRUSTEE2.00.0Yes (X)$0$0$0
WILLIAM G KELLER
TRUSTEE (THRU 6/30/18)2.00.0Yes (X)$0$0$0
OSMAN KIBAR
TRUSTEE2.00.0Yes (X)$0$0$0
NATHANIEL KIRTMAN III
TRUSTEE2.00.0Yes (X)$0$0$0
WENDALL JACKSON JACK LONG
TRUSTEE2.00.0Yes (X)$0$0$0
LIBBY G MACPHEE
TRUSTEE2.00.0Yes (X)$0$0$0
D SCOTT OLIVET
TRUSTEE2.00.0Yes (X)$0$0$0
JEFFEREY T PARKS
TRUSTEE2.00.0Yes (X)$0$0$0
JASON ROSENTHAL
TRUSTEE2.00.0Yes (X)$0$0$0
PETER G SASAKI
TRUSTEE2.00.0Yes (X)$0$0$0
FRANCINE SCINTO
TRUSTEE2.00.0Yes (X)$0$0$0
MICHAEL S SEGAL
TRUSTEE2.00.0Yes (X)$0$0$0
ADITYA SOOD
TRUSTEE (AS OF 7/1/17)2.00.0Yes (X)$0$0$0
JOHN STARR
TRUSTEE (AS OF 7/1/17)2.00.0Yes (X)$0$0$0
CHRISTINA WIRE
TRUSTEE2.00.0Yes (X)$0$0$0
MARK B WYLAND
TRUSTEE2.00.0Yes (X)$0$0$0
M LYNN YONEKURA
TRUSTEE2.00.0Yes (X)$0$0$0
REZA ZAFARI
TRUSTEE2.00.0Yes (X)$0$0$0
XIAOYO MA
TRUSTEE/YOUNG ALUMNI TRUSTEE2.00.0Yes (X)$0$0$0
G GABRIELLE STARR
PRESIDENT (AS OF 7/1/17)40.01.0Yes (X)Yes (X)$349,602$0$67,363
AUDREY BILGER
VP DEAN OF COLLEGE40.00.0Yes (X)$255,714$0$57,423
CHRISTOPHER ALLEN
VP DEAN OF ADMISSIONS40.00.0Yes (X)$256,389$0$43,306
KAREN SISSON
VP TREASURER40.00.0Yes (X)$313,509$0$52,427
MIRIAM FELDBLUM
VP DEAN STUDENTS(THRU 6/30/18)40.00.0Yes (X)$227,495$0$54,411
PAMELA BESNARD
VP OF ADVANCEMENT40.00.0Yes (X)$320,034$0$68,508
TERESA SHAW
SECRETARY TO BOARD; PRES ASST40.00.0Yes (X)$98,533$0$10,161
CHRISTINA CIAMBRIELLO
BD SEC/PRES AST(AS OF 7/31/17)40.00.0Yes (X)$66,639$0$9,435
DAVID WALLACE
MANAGING DIR OF INVESTMENTS40.00.0Yes (X)$151,120$0$33,752
DAMARIS HANKINS
ASST SECRETARY (THRU 1/26/18)40.00.0Yes (X)$58,477$0$23,736
ELIZABETH CERVANTES
ASST SECRETARY40.00.0Yes (X)$51,732$0$11,974
STEPHANIE NAVARRO
ASST SECRETARY40.00.0Yes (X)$67,221$0$25,192
DANA WOOD
ASST TREASURER40.00.0Yes (X)$133,693$0$25,968
JANIS MOORMANN
ASST TREASURER40.00.0Yes (X)$129,619$0$19,204
ELSA ALBAN
REGISTRAR40.00.0Yes (X)$107,549$0$17,977
MARGARET ADORNO
REGISTRAR (THRU 10/9/17)40.00.0Yes (X)$136,829$0$9,411
MARY LOU WOODS
ASST VP/ASSOC TREASURER40.00.0$207,646$0$38,122Yes (X)
MARYLOU FERRY
VP OF COMMUNICATIONS40.00.0$214,750$0$23,810Yes (X)
ROBERT ROBINSON
ASST VP OF FACILITIES40.00.0$205,067$0$45,555Yes (X)
WILLIAM MORSE
VP OF PLANNING OFFICE40.00.0$226,515$0$37,260Yes (X)
DAVID W OXTOBY
PRES EMERITI (AS OF 7/1/17)0.00.0$653,244$0$78,995Yes (X)
ELEANOR BROWN
PROFESSOR40.00.0$221,845$0$30,619Yes (X)
GARY KATES
PROFESSOR40.00.0$240,159$0$41,664Yes (X)
GARY SMITH
PROFESSOR40.00.0$267,614$0$52,190Yes (X)
CYNTHIA SELASSIE
PROFESSOR40.00.0$204,602$0$35,464Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,165,597TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$913,927TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K222IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CAMBRIDGE ASSOCIATES LLC
PO BOX 83232CHICAGOIL60691INVESTMENT FIRM$2,335,883
CURIALE HIRSCHFELD KRAEMER LLP
505 MONTGOMERY ST THIRTEENTH FLSAN FRANCISCOCA94111LEGAL SERVICES$1,244,653
TORTOISE CAPITAL ADVISORS LLC
11550 ASH ST STE 300LEAWOODKS66211INVESTMENT FIRM$622,777
LOEB LOEB LLP
10100 SANTA MONICA BLVD STE 2200LOS ANGELESCA90067LEGAL SERVICES$452,101
ACADIAN ASSET MANAGEMENT LLC
260 FRANKLIN STREETBOSTONMA02110INVESTMENT FIRM$438,190
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K20CntrctRcvdGreaterThan100KCnt
Federated Campaigns$1,545FederatedCampaignsAmt
Government Grants$1,427,099GovernmentGrantsAmt
All Other Contributions$18,521,260AllOtherContributionsAmt
Noncash Contributions$2,377,358NoncashContributionsAmt
Total Contributions$19,949,904TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Tuition and Fees611710$86,152,591$86,152,591
Room and Board611710$24,656,856$24,656,856
Auxilary & Educational Support611710$3,127,780$3,127,780
FieldValueIRS element (for citing)
Total Program Service Revenue$113,937,227TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,889,399TotalRevenueColumnAmt
Unrelated Business Revenue-$10,451,682UnrelatedBusinessRevenueAmt
Exclusion$33,341,081ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$104,929TotalRevenueColumnAmt
Exclusion$104,929ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$2,137,735RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$1,187,120RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$950,615RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$950,615TotalRevenueColumnAmt
Unrelated Business Revenue$520,499UnrelatedBusinessRevenueAmt
Exclusion$430,116ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$614,248,078SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$532,468,973SecuritiesAmt
Other$153,229OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$81,779,105SecuritiesAmt
Other-$153,229OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$81,625,876TotalRevenueColumnAmt
Unrelated Business Revenue$1,015,897UnrelatedBusinessRevenueAmt
Exclusion$80,609,979ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
CATERING & BANQUET REVENUE722320$192,922$191,486$1,436
THIRD PARTY REIMBURSEMENTS900099$33,038$33,038
DUPLICATING REVENUE900099$25,557$25,557

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$226,322TotalRevenueColumnAmt
Exclusion$226,322ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$477,839OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$239,935,789TotalRevenueColumnAmt
Related Or Exempt Func Income$113,937,227RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$8,723,800UnrelatedBusinessRevenueAmt
Exclusion$114,772,458ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$44,423,391TotalAmt
Program Services$44,423,391ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$2,844,408TotalAmt
Program Services$2,844,408ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,761,417TotalAmt
Program Services$1,967,293ProgramServicesAmt
Management And General$1,717,005ManagementAndGeneralAmt
Fundraising$2,077,119FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$14,466TotalAmt
Fundraising$14,466FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$67,270,034TotalAmt
Program Services$62,305,027ProgramServicesAmt
Management And General$863,318ManagementAndGeneralAmt
Fundraising$4,101,689FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$5,731,909TotalAmt
Program Services$5,303,193ProgramServicesAmt
Management And General$2,972ManagementAndGeneralAmt
Fundraising$425,744FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$8,665,327TotalAmt
Program Services$7,758,733ProgramServicesAmt
Management And General$63,330ManagementAndGeneralAmt
Fundraising$843,264FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,925,385TotalAmt
Program Services$4,753,224ProgramServicesAmt
Management And General$87,749ManagementAndGeneralAmt
Fundraising$84,412FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,407,368TotalAmt
Program Services$1,246,056ProgramServicesAmt
Management And General$72,927ManagementAndGeneralAmt
Fundraising$88,385FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$587,607TotalAmt
Management And General$587,607ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$5,536,338TotalAmt
Management And General$5,536,338ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$18,014,682TotalAmt
Program Services$15,690,425ProgramServicesAmt
Management And General$928,380ManagementAndGeneralAmt
Fundraising$1,395,877FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$351,406TotalAmt
Program Services$303,485ProgramServicesAmt
Management And General$13,022ManagementAndGeneralAmt
Fundraising$34,899FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,475,556TotalAmt
Program Services$10,067,095ProgramServicesAmt
Management And General$465,402ManagementAndGeneralAmt
Fundraising$943,059FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,420,290TotalAmt
Program Services$2,275,420ProgramServicesAmt
Management And General$63,936ManagementAndGeneralAmt
Fundraising$80,934FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,686,151TotalAmt
Program Services$8,400,396ProgramServicesAmt
Management And General$136,072ManagementAndGeneralAmt
Fundraising$149,683FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,378,616TotalAmt
Program Services$2,865,956ProgramServicesAmt
Management And General$107,684ManagementAndGeneralAmt
Fundraising$404,976FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$358,423TotalAmt
Program Services$319,466ProgramServicesAmt
Management And General$13,507ManagementAndGeneralAmt
Fundraising$25,450FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$10,677,565TotalAmt
Program Services$10,655,606ProgramServicesAmt
Management And General$11,096ManagementAndGeneralAmt
Fundraising$10,863FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$17,779,423TotalAmt
Program Services$17,627,400ProgramServicesAmt
Management And General$76,817ManagementAndGeneralAmt
Fundraising$75,206FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,197,327TotalAmt
Program Services$1,991,915ProgramServicesAmt
Management And General$103,795ManagementAndGeneralAmt
Fundraising$101,617FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
ANNUITY DISTRIBUTION PAYOUT$4,663,962$2,646,824$2,017,138
FOOD SUPPLIES$3,611,172$3,611,172
OTHER STUDENT PAYMENTS$1,646,104$1,646,104
JOINT PROGRAMS$350,701$350,701

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,357,253TotalAmt
Program Services$1,187,685ProgramServicesAmt
Management And General-$66,522ManagementAndGeneralAmt
Fundraising$236,090FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$234,136,281TotalAmt
Program Services$210,240,975ProgramServicesAmt
Management And General$12,801,573ManagementAndGeneralAmt
Fundraising$11,093,733FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$60,354,164BOYAmt
EOY$76,984,826EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$31,637,280BOYAmt
EOY$24,298,783EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,912,953BOYAmt
EOY$2,189,150EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$1,715,304BOYAmt
EOY$1,657,577EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$157,178BOYAmt
EOY$99,620EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,479,456BOYAmt
EOY$2,602,808EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$615,828,706LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$202,595,135LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$406,155,523BOYAmt
EOY$413,233,571EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$373,714,688BOYAmt
EOY$294,810,303EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,000,535,077BOYAmt
EOY$2,207,159,325EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$41,414,952BOYAmt
EOY$33,059,173EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,717,652BOYAmt
EOY$278EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,923,794,227BOYAmt
EOY$3,056,095,414EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$19,096,472BOYAmt
EOY$17,643,319EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,532,231BOYAmt
EOY$2,058,040EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$203,309,302BOYAmt
EOY$226,088,381EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$111,704,130BOYAmt
EOY$115,583,905EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$336,642,135BOYAmt
EOY$361,373,645EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,234,077,094BOYAmt
EOY$1,278,310,157EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$949,534,102BOYAmt
EOY$993,136,965EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$403,540,896BOYAmt
EOY$423,274,647EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,587,152,092BOYAmt
EOY$2,694,721,769EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,923,794,227BOYAmt
EOY$3,056,095,414EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$5,799,508ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$93,457,871NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$8,312,298OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)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$34,878,711CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,799,239CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$43,372,815CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,588,413CurrentTaxYearMinus1YearAmt
Current Tax Year$19,949,904CurrentTaxYearAmt
Total$156,589,082TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$34,878,711CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,799,239CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$43,372,815CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,588,413CurrentTaxYearMinus1YearAmt
Current Tax Year$19,949,904CurrentTaxYearAmt
Total$156,589,082TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$32,002,446SubstantialContributorsTotAmt
Public Support Total170$124,586,636PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,783,169CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,707,323CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,300,558CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,186,646CurrentTaxYearMinus1YearAmt
Current Tax Year$25,132,063CurrentTaxYearAmt
Total$86,109,759TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$328,537CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$251,757CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$515,073CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$982,036CurrentTaxYearMinus1YearAmt
Current Tax Year$477,839CurrentTaxYearAmt
Total$2,555,242TotalAmt
FieldValueIRS element (for citing)
Total Support$245,254,083TotalSupportAmt
Gross Receipts Rltd Activities$516,877,755GrossReceiptsRltdActivitiesAmt
Public Support CY1700.50799PublicSupportCY170Pct
Public Support PY1700.53386PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$1,209OtherActivitiesAmt
Total Lobbying Expenditures$1,209TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceOTHER LOBBYING ACTVITIESFormAndLineReferenceDesc
ExplanationFORM 990, SCHEDULE C, PART II-B, LINE 1(I) THE ORGANIZATION PAID MEMBERSHIP DUES OF $10,440 TO THE NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS (NACUBO), $16,051 IN DUES TO THE ASSOCIATION OF INDEPENDENT CALIFORNIA COLLEGE AND UNIVERSITIES AND $46,054 IN DUES TO THE CONSORTIUM ON FINANCING HIGHER EDUCATION, WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. OF THESE AMOUNTS, $1,209 IS ATTRIBUTABLE TO LOBBY RELATED EXPENSES FOR HIGHER EDUCATION ISSUES.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
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 SalefalseSolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,165,209,130BeginningYearBalanceAmt
Contributions$21,021,215ContributionsAmt
Investment Earnings Or Losses$180,783,841InvestmentEarningsOrLossesAmt
Grants Or Scholarships$47,267,799GrantsOrScholarshipsAmt
Other Expenditures$39,899,989OtherExpendituresAmt
Administrative Expenses$6,138,942AdministrativeExpensesAmt
End Year Balance$2,273,707,456EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,984,930,636BeginningYearBalanceAmt
Contributions$14,166,379ContributionsAmt
Investment Earnings Or Losses$260,729,229InvestmentEarningsOrLossesAmt
Grants Or Scholarships$42,012,074GrantsOrScholarshipsAmt
Other Expenditures$47,192,095OtherExpendituresAmt
Administrative Expenses$5,412,945AdministrativeExpensesAmt
End Year Balance$2,165,209,130EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,098,703,679BeginningYearBalanceAmt
Contributions$30,394,700ContributionsAmt
Investment Earnings Or Losses-$61,712,701InvestmentEarningsOrLossesAmt
Grants Or Scholarships$38,481,044GrantsOrScholarshipsAmt
Other Expenditures$39,127,776OtherExpendituresAmt
Administrative Expenses$4,846,222AdministrativeExpensesAmt
End Year Balance$1,984,930,636EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,101,460,736BeginningYearBalanceAmt
Contributions$5,616,516ContributionsAmt
Investment Earnings Or Losses$72,807,561InvestmentEarningsOrLossesAmt
Grants Or Scholarships$37,208,521GrantsOrScholarshipsAmt
Other Expenditures$39,359,128OtherExpendituresAmt
Administrative Expenses$4,613,485AdministrativeExpensesAmt
End Year Balance$2,098,703,679EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,823,441,482BeginningYearBalanceAmt
Contributions$17,608,574ContributionsAmt
Investment Earnings Or Losses$332,505,986InvestmentEarningsOrLossesAmt
Grants Or Scholarships$33,971,825GrantsOrScholarshipsAmt
Other Expenditures$33,293,045OtherExpendituresAmt
Administrative Expenses$4,830,436AdministrativeExpensesAmt
End Year Balance$2,101,460,736EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.43118BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.16405PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.40477TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,842,615OtherCostOrOtherBasisAmt
Book Value$11,842,615BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$551,977,138OtherCostOrOtherBasisAmt
Depreciation$186,861,433DepreciationAmt
Book Value$365,115,705BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$24,934,705OtherCostOrOtherBasisAmt
Depreciation$12,304,581DepreciationAmt
Book Value$12,630,124BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$27,074,248OtherCostOrOtherBasisAmt
Depreciation$3,429,121DepreciationAmt
Book Value$23,645,127BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$413,233,571TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (9 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
US EQUITY$335,367,502F
NON US EQUITY$254,450,723F
EMERGING MARKETS$191,734,632F
FIXED INCOME$308,470,617F
VENTURE CAPITAL$347,301,290F
PRIVATE EQUITY$123,016,015F
ABSOLUTE RETURN$449,840,184F
REAL ASSETS$182,022,947F
OTHER$14,955,415F
FieldValueIRS element (for citing)
Total Book Value Securities$2,207,159,325TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
LIFE INCOME ANNUITIES PAYABLE$96,135,825
FUNDS HELD IN TRUST FOR OTHERS$13,811,444
GOVT STUDENT LOAN ADVANCES$1,618,265
CAPITAL LEASE OBLIGATION$162,891
ASSET RETIREMENT LIABILITY$1,937,565
AGENCY FUNDS PAYABLE$1,810,602
VOLUNTARY DISABILITY INSURANCE$107,313
FieldValueIRS element (for citing)
Total Liability$115,583,905TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$283,776,208TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$93,457,871NetUnrealizedGainsInvstAmt
Other Revenue$8,875,060OtherRevenueAmt
Revenue Not Reported$102,332,931RevenueNotReportedAmt
Revenue Subtotal$181,443,277RevenueSubtotalAmt
Investment Expenses Not Incld$6,138,941InvestmentExpensesNotIncldAmt
Other Revenues Not Included$52,353,571OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$58,492,512RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$239,935,789TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$176,206,531TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$562,762OtherExpensesIncludedAmt
Expenses Not Reported$562,762ExpensesNotReportedAmt
Expenses Subtotal$175,643,769ExpensesSubtotalAmt
Investment Expenses Not Incld2$6,138,941InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$52,353,571OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$58,492,512ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$234,136,281TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
MAINTAINING COLLECTIONS OF ART, HISTORICAL TREASURES, OROTHER SIMILAR ASSETS HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH FORM 990, SCHEDULE D, PART III, LINE 1A THE COLLECTION, WHICH WAS ACQUIRED THROUGH PURCHASE AND CONTRIBUTIONS SINCE THE COLLEGES INCEPTION, IS NOT RECOGNIZED AS AN ASSET ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE ASSETS USE TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES.
DESCRIPTION OF ORGANIZATION'S COLLECTIONSFORM 990, SCHEDULE D, PART III, LINE 4 THE FINE ART COLLECTIONS OF POMONA COLLEGE ARE HOUSED IN THE POMONA COLLEGE MUSEUM OF ART, A TEACHING MUSEUM AND A COLLECTING INSTITUTION. IT IS LOCATED IN THE MONTGOMERY ART CENTER, WHICH WAS INAUGURATED IN 1958 AND NAMED AFTER THE LATE GLADYS K. MONTGOMERY, POMONA TRUSTEE AND LOS ANGELES CIVIC LEADER. AMONG IMPORTANT HOLDINGS ARE THE KRESS COLLECTION OF 15TH- AND 16TH- CENTURY ITALIAN PANEL PAINTINGS; OVER 5,000 EXAMPLES OF PRE-COLUMBIAN TO 20TH-CENTURY AMERICAN INDIAN ART AND ARTIFACTS, INCLUDING BASKETRY, CERAMICS, AND BEADWORK; A SIGNIFICANT COLLECTION OF AMERICAN AND EUROPEAN PRINTS, DRAWINGS, AND PHOTOGRAPHS; AND A GROWING COLLECTION OF CONTEMPORARY ART WITH AN EMPHASIS ON SOUTHERN CALIFORNIA. IN ADDITION TO SERVING AS THE BASIS FOR CHANGING EXHIBITIONS, THE COLLECTIONS, WHICH ARE ALWAYS AVAILABLE FOR INDIVIDUAL STUDY AND RESEARCH, ARE USED IN CLASSES. THE POMONA COLLEGE MUSEUM OF ART IS THE SITE OF AN ACTIVE PROGRAM OF TEMPORARY EXHIBITIONS THROUGHOUT THE ACADEMIC YEAR. THESE INCLUDE HISTORICAL AND CONTEMPORARY EXHIBITIONS DESIGNED TO COMPLEMENT THE COLLEGES CURRICULA AND TO EXPOSE STUDENTS TO AS WIDE A VARIETY OF WORKS OF ART AS POSSIBLE. ALL EXHIBITIONS AND PROGRAMS ARE FREE AND OPEN TO THE PUBLIC. EXHIBITIONS ARE ACCOMPANIED BY PUBLIC RECEPTIONS AND INCLUDE LECTURES AND RELATED PROGRAMS FOR THE COLLEGE AND LOCAL COMMUNITY.
INTENDED USE OF ENDOWMENT FUNDSFORM 990, SCHEDULE D, PART V, LINE 4 THE COLLEGES ENDOWMENT CONSISTS OF APPROXIMATELY 1,700 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING BOTH DONOR-RESTRICTED ENDOWMENT FUNDS, AND THOSE DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THE COLLEGE HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR 4.5% TO 5.5% OF ITS ENDOWMENT FUNDS' AVERAGE FAIR VALUE OVER THE PRIOR 20 QUARTERS THROUGH THE JUNE 30TH OF THE PRECEDING FISCAL YEAR IN WHICH THE DISTRIBUTION IS PLANNED. THESE FUNDS ARE USED TO FURTHER THE EDUCATIONAL MISSION OF THE COLLEGE.
REVENUE ON BOOKS NOT ON RETURNFORM 990, SCHEDULE D, PART XI, LINE 2D Changes in actuarially determined gift liabilities $10,054,115 Rental Expenses Reported Net on Form 990 $562,762 Asset Retirement Obligation $274,866 Annuity and Life Income Funds Reclassed $(2,016,683) --------------- Total: $8,875,060
REVENUE ON RETURN NOT ON BOOKSFORM 990, SCHEDULE D, PART XI, LINE 4B Financial Aid Reported Gross of Tuition on Form 990 $47,267,799 Charitable Gift Annuity Payments Reclassed as Expense $4,663,962 Adjustment for Gain on Bond Defeasement $421,810 -------------- Total: $52,353,571
EXPENSE ON RETURN NOT ON BOOKSFORM 990, SCHEDULE D, PART XII, LINE 2D Rental Expenses Reported Net on Form 990 $562,762
EXPENSE ON BOOKS NOT ON RETURNFORM 990, SCHEDULE D, PART XII, LINE 4B Financial Aid Reported Gross of Tuition on Form 990 $47,267,799 Charitable Gift Annuity Payments Reclassed as Expense $4,663,962 Adjustment for Gain on Bond Defeasement $421,810 --------------- Total: $52,353,571

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
DISCLOSURE FOR SOLICITATIONFORM 990, SCHEDULE E, LINE 3 ALL BROCHURES AND CATALOGS SENT TO THE GENERAL PUBLIC CONTAIN THE COLLEGE'S NONDISCRIMINATORY POLICY. THESE BROCHURES AND CATALOGS ARE AVAILABLE ON CAMPUS FOR INSPECTION.
DISCLOSURE FOR GRANTS RECEIVED FROM GOVERNMENT AGENCIESFORM 990, SCHEDULE E, PART I, LINE 6A POMONA COLLEGE IS AWARDED GRANTS FROM GOVERNMENT AGENCIES, SUCH AS THE DEPARTMENT OF EDUCATION, AND THE CALIFORNIA STUDENT AID COMMISSION, TO PROVIDE FINANCIAL AID TO STUDENTS.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (25 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmtEmployeeEmployeeCnt
Sub-Saharan AfricaGrantmakingFINANCIAL AID$236,108
East Asia and the PacificGrantmakingFINANCIAL AID$358,836
Central America and the CaribbeanGrantmakingFINANCIAL AID$127,070
Europe (Including Iceland and Greenland)GrantmakingFINANCIAL AID$1,668,1615
Middle East and North AfricaGrantmakingFINANCIAL AID$145,376
North AmericaGrantmakingFINANCIAL AID$25,360
South AmericaGrantmakingFINANCIAL AID$238,876
South AsiaGrantmakingFINANCIAL AID$44,621
South AsiaProgram ServicesSTUDY ABROAD DIR EXP$4,973
East Asia and the PacificProgram ServicesSTUDY ABROAD DIR EXP$608,999
Central America and the CaribbeanProgram ServicesSTUDY ABROAD DIR EXP$107,607
Europe (Including Iceland and Greenland)Program ServicesSTUDY ABROAD DIR EXP$2,516,717
Middle East and North AfricaProgram ServicesSTUDY ABROAD DIR EXP$157,434
South AmericaProgram ServicesSTUDY ABROAD DIR EXP$362,230
Sub-Saharan AfricaProgram ServicesSTUDY ABROAD DIR EXP$210,516
Russia and the Newly Independent StatesProgram ServicesSTUDY ABROAD DIR EXP$2,741
Sub-Saharan AfricaProgram ServicesSTUDY ABROAD OTHER EXP$19,108
East Asia and the PacificProgram ServicesSTUDY ABROAD OTHER EXP$219,571
Central America and the CaribbeanProgram ServicesSTUDY ABROAD OTHER EXP$14,855
Europe (Including Iceland and Greenland)Program ServicesSTUDY ABROAD OTHER EXP$447,233
Middle East and North AfricaProgram ServicesSTUDY ABROAD OTHER EXP$22,506
Russia and the Newly Independent StatesProgram ServicesSTUDY ABROAD OTHER EXP$6,158
South AmericaProgram ServicesSTUDY ABROAD OTHER EXP$30,747
South AsiaProgram ServicesSTUDY ABROAD OTHER EXP-$396
Sub-Saharan AfricaProgram ServicesSTUDY ABROAD OTHER EXP$19,108
FieldValueIRS element (for citing)
Subtotal Employees5SubtotalEmployeesCnt
Total Employee5TotalEmployeeCnt
Subtotal Spent$6,834,733SubtotalSpentAmt
Continuation Spent$759,782ContinuationSpentAmt
Total Spent$7,594,515TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
FINANCIAL AIDSub-Saharan Africa13$236,108CreditN/AN/A
FINANCIAL AIDEast Asia and the Pacific18$358,836CreditN/AN/A
FINANCIAL AIDCentral America and the Caribbean4$127,070CreditN/AN/A
FINANCIAL AIDEurope (Including Iceland and Greenland)56$1,668,161CreditN/AN/A
FINANCIAL AIDMiddle East and North Africa3$145,376CreditN/AN/A
FINANCIAL AIDSouth America10$238,876CreditN/AN/A
FINANCIAL AIDSouth Asia2$44,621CreditN/AN/A
FINANCIAL AIDNorth America1$25,360CreditN/AN/A
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PROCEDURES FOR MONITORING USE OF GRANTSFORM 990, SCHEDULE F, PART I, LINE 2 THE FINANCIAL AID PROVIDED BY THE COLLEGE FUNDS THE PROGRAM TUITION, ROOM AND BOARD (WHEN APPLICABLE), WHICH IS CREDITED DIRECTLY TO THE STUDENT ACCOUNT. THE STUDENT HAS NO DIRECT ACCESS TO THE PROGRAM FUNDS, THEREFORE, NO ADDITIONAL MONITORING OF THE USE OF FUNDS IS NECESSARY.
ACCOUNTING BASISFORM 990, SCHEDULE F, PART I, LINE 3(F) ACCOUNTING BASIS FOR EXPENDITURES REPORTED IN COLUMN (F) ARE IN U.S. DOLLARS USING THE ACCRUAL BASIS OF ACCOUNTING.
NUMBER OF RECIPIENTSFORM 990, SCHEDULE F, PART III, COLUMN (C) THE NUMBER OF RECIPIENTS REPORTED IN COLUMN (C) IS DETERMINED BY REVIEWING THE EXACT NUMBER OF STUDENTS WHO RECEIVE AID FROM THAT REGION.
ACCOUNTING BASISFORM 990, SCHEDULE F, PART III, COLUMN (D) ACCOUNTING BASIS FOR CASH GRANTS REPORTED IN COLUMN (D) ARE IN U.S. DOLLARS USING THE ACCRUAL BASIS OF ACCOUNTING.

Schedule I IRS990ScheduleI

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

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
INST.AID & GRANTS TO STUDENTS OF POMONA COLLEGE870$43,767,002N/AN/A
OTHER GRANTS & OTHER STUDENT ASSISTANCE438$656,389N/AN/A

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePROCEDURES FOR MONITORING GRANT FUNDSFormAndLineReferenceDesc
ExplanationFORM 990, SCHEDULE I, PART I, LINE 2 ADMISSION TO POMONA COLLEGE IS ON A NEED BLIND BASIS. THIS POLICY IS MAINTAINED TO ACCOMPLISH DIVERSIFICATION OF THE STUDENT BODY REGARDLESS OF THE FINANCIAL STATUS OF THE APPLICANTS. A PERMANENT FILE OF ALL STUDENTS WHO ARE RECIPIENTS OF SCHOLARSHIPS AND GRANTS IS MAINTAINED IN THE FINANCIAL AID OFFICE OF POMONA COLLEGE. AN ACCOUNTING SYSTEM TRACKS ALL AWARDS TO INDIVIDUAL STUDENTS FOR TUITION AND OTHER COSTS OF ATTENDING THE COLLEGE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtDeferred 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
DAVID W OXTOBY
PRES EMERITI (AS OF 7/1/17)$599,244$54,000$29,586$0$49,409$0$732,239$0$0$0
G GABRIELLE STARR
PRESIDENT (AS OF 7/1/17)$349,602$29,586$0$37,777$0$416,965$0$0$0
AUDREY BILGER
VP DEAN OF COLLEGE$237,714$18,000$29,218$0$28,205$0$313,137$0$0$0
CHRISTOPHER ALLEN
VP DEAN OF ADMISSIONS$220,389$36,000$28,714$0$14,592$0$299,695$0$0$0
KAREN SISSON
VP TREASURER$283,509$30,000$29,856$0$22,571$0$365,936$0$0$0
MIRIAM FELDBLUM
VP DEAN STUDENTS(THRU 6/30/18)$227,495$25,031$0$29,380$0$281,906$0$0$0
PAMELA BESNARD
VP OF ADVANCEMENT$278,034$42,000$29,856$0$38,652$0$388,542$0$0$0
DAVID WALLACE
MANAGING DIR OF INVESTMENTS$151,120$16,160$0$17,592$0$184,872$0$0$0
DANA WOOD
ASST TREASURER$126,885$6,808$13,750$0$12,218$0$159,661$0$0$0
MARY LOU WOODS
ASST VP/ASSOC TREASURER$207,646$22,663$0$15,459$0$245,768$0$0$0
MARYLOU FERRY
VP OF COMMUNICATIONS$196,750$18,000$23,226$0$584$0$238,560$0$0$0
ROBERT ROBINSON
ASST VP OF FACILITIES$205,067$22,984$0$22,571$0$250,622$0$0$0
WILLIAM MORSE
VP OF PLANNING OFFICE$226,515$24,911$0$12,349$0$263,775$0$0$0
ELEANOR BROWN
PROFESSOR$179,845$42,000$24,181$0$6,438$0$252,464$0$0$0
GARY KATES
PROFESSOR$204,659$35,500$26,807$0$14,857$0$281,823$0$0$0
GARY SMITH
PROFESSOR$267,614$29,856$0$22,334$0$319,804$0$0$0
CYNTHIA SELASSIE
PROFESSOR$199,802$4,800$22,004$0$13,460$0$240,066$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USEFORM 990, SCHEDULE J, PART I, LINE 1A PER THE EMPLOYMENT CONTRACTS FOR THE PRESIDENT, VICE PRESIDENT/DEAN OF THE COLLEGE AND DEAN OF STUDENTS, RESIDENCE ON-CAMPUS IS PROVIDED FOR THE CONVENIENCE OF THE EMPLOYER. HOUSING FOR THESE LISTED PERSONS IS LOCATED ON THE CAMPUS AND IS REQUIRED AS A CONDITION OF THEIR EMPLOYMENT; THUS IS NOT TREATED AS TAXABLE COMPENSATION. PARTS OF THE FACILITIES ARE CARED FOR BY COLLEGE STAFF TO ENSURE READINESS FOR COLLEGE RELATED EVENTS.
HEALTH OR SOCIAL CLUB DUES OR INITIATION FEESFORM 990, SCHEDULE J, PART I, LINE 1A THE BOARD OF THE COLLEGE REQUIRES THE PRESIDENT TO BE A MEMBER OF A LOCAL CLUB SO THAT BUSINESS MEETINGS MAY BE HELD THERE. THERE IS NO PERSONAL USE OF THE MEMBERSHIP BY THE PRESIDENT; THUS NO PART OF THE DUES OR INITIATION FEES ARE TREATED AS TAXABLE COMPENSATION. PERSONAL SERVICES FORM 990, SCHEDULE J, PART I, LINE 1A PER THE EMPLOYMENT CONTRACT WITH G. GABRIELLE STARR, THE COLLEGE PROVIDES UP TO 40 HOURS PER WEEK OF PRIVATE CHILDCARE WHILE THE CHILDREN ARE MINORS. THIS BENFIT IS TREATED AS TAXABLE COMPENSATION TO THE EMPLOYEE.
SEVERENCE PAYMENTSFORM 990, SCHEDULE J, PART I, LINE 4A PURSUANT TO THE TERMS OF A SEPERATION AGREEMENT, MARGARET ADORNO RECEIVED A SEVERENCE PAYMENT OF $85,419, WHICH IS BASED ON 8 MONTHS OF ACTUAL COMPENSATION.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
A521705592130175W992005-02-04$41,879,739CAMPUS FAC, ISS. COST & REFUNDINGfalsefalsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
B521705592130178NN22008-06-26$59,475,000EDUC FAC & COSTS OF ISS. OF BONDYes (true)falsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
C521705592130178SE72009-04-20$62,290,000EDUC FAC & PARTIAL REFUNDINGYes (true)falsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
D521705592130178B882011-07-12$7,914,174REFUNDING OF REMAINING 2001 BONDSfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$23,045,000$0$42,565,205$0$0$0$576,345$0$0$25,785,275$16,203,585$02008falseYes (true)Yes (true)Yes (true)
B$0$59,475,000$64,248,356$0$0$0$739,587$0$0$63,508,769$0$02011falsefalseYes (true)Yes (true)
C$0$62,290,000$67,960,259$0$0$0$888,077$0$0$0$67,072,182$02011Yes (true)Yes (true)Yes (true)Yes (true)
D$7,310,000$0$8,034,728$0$0$0$158,283$0$0$0$7,876,445$02011falseYes (true)Yes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0falsefalsefalseYes (true)
Bfalsefalsefalsefalse0falsefalsefalseYes (true)
Cfalsefalsefalsefalse0falsefalsefalseYes (true)
Dfalsefalsefalsefalse0falsefalsefalsefalse

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 GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalsefalsefalseYes (true)falsefalseYes (true)AIG3.8Yes (true)Yes (true)Yes (true)
0
BYes (true)falsefalseYes (true)FSA3.2Yes (true)falseYes (true)
0
CfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
DfalsefalseYes (true)falsefalsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, ROW A, COLUMN (F)$16,203,586 OF THE PROCEEDS OF THE 2005A BONDS WERE USED TO ADVANCE REFUND $14,870,000 IN PRINCIPAL OF BONDS WITH ORIGINAL DATE OF ISSUANCE OF 2/3/1999.
PART I, ROW C, COLUMN (F)$5,987,106 OF THE PROCEEDS OF THE 2009 BONDS WERE USED TO ADVANCE REFUND $5,825,000 IN PRINCIPAL OF BONDS WITH ORIGINAL DATE OF ISSUANCE OF 2/3/1999. $27,048,890 OF THE PROCEEDS OF THE 2009 BONDS WERE USED TO ADVANCE REFUND $27,040,000 IN PRINCIPAL OF BONDS WITH ORIGINAL DATE OF ISSUANCE OF 2/10/2005. $34,036,186 OF THE PROCEEDS OF THE 2009 BONDS WERE USED TO ADVANCE REFUND $34,025,000 IN PRINCIPAL OF BONDS WITH ORIGINAL DATE OF ISSUANCE OF 6/19/2008.
PART I, ROW D, COLUMN (F)$7,740,674 OF THE PROCEEDS OF THE 2011 BONDS WERE USED TO ADVANCE REFUND $7,700,000 IN PRINCIPAL OF BONDS WITH ORIGINAL DATE OF ISSUANCE OF 11/8/2001. PART I, ROW B, COLUMN (F) $127,698,726 OF THE PROCEEDS OF THE 2017 BONDS WERE USED TO REFUND EXISTING DEBT. $67,790,550 WAS USED TO CURRENTLY REFUND BONDS ISSUED ON JUNE 6, 2008. $59,908,176 WAS USED, ALONG WITH A CASH CONTRIBUTION PROVIDED BY THE COLLEGE, TO ADVANCE REFUND BONDS ISSUED ON APRIL 2, 2009.
PART II, ROW 3, COLUMN (A THRU D)THE DIFFERENCE BETWEEN THE ISSUE PRICE LISTED IN PART I, COLUMN (E) IS DUE TO INTEREST EARNINGS ON BOND PROCEEDS. PART II, ROW 3, COLUMN B
PART IV, LINE 2C, COLUMN (A)THE LAST REBATE CALCULATIONS FOR 2005A BONDS WERE PERFORMED AS OF 2/24/2010.
PART IV, LINE 2C, COLUMN (C)THE LAST REBATE CALCULATIONS FOR 2009A BONDS WERE PERFORMED AS OF 3/31/2011.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingIndCUSIPCUSIPNum
CALIFORNIA MUNICIPAL FINANCE AUTHORITY
A2015634662014-06-26$24,937,500NEW CONSTRUCTIONfalsefalsefalse
CALIFORNIA MUNICIPAL FINANCE AUTHORITY
B2015634662017-12-14$154,654,395REFUNDING AND NEW CONSTRUCTIONfalsefalsefalse13048T8B2

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$629,852$0$24,937,500$0$0$0$0$0$0$14,000,000$0$10,937,5002015falsefalseYes (true)Yes (true)
B$0$0$154,654,395$0$0$57,804,580$929,737$0$0$6,025,932$69,894,146$20,000,000Yes (true)Yes (true)falseYes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0falsefalsefalseYes (true)
Bfalsefalsefalsefalse0falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)
0
BfalseYes (true)falsefalsefalsefalsefalse0Yes (true)Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (4 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
ROBERT ROBINSON
KEY EMPLOYEERELOCATION LOANSYes (X)$550,000$423,181falseYes (true)Yes (true)
GARY KATES
HIGHEST COMP EMPRELOCATION LOANSYes (X)$555,000$420,487falseYes (true)Yes (true)
CHRISTOPHER ALLEN
OFFICERRELOCATION LOANSYes (X)$398,050$326,203falseYes (true)Yes (true)
PAMELA BESNARD
OFFICERRELOCATION LOANSYes (X)$555,000$487,706falseYes (true)Yes (true)
FieldValueIRS element (for citing)
Total Balance Due$1,657,577TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonCLAIRE OXTOBYPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionWIFE OF PRESIDENT EMERITIRelationshipDescriptionTxt
Transaction$14,466TransactionAmt
TransactionSALARY AND BENEFITSTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution275ContributionCnt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution88ContributionCnt
Noncash Contributions Rpt F990$2,270,681NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVG MKT DONATN DATEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp

Real Estate Other RealEstateOtherGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$106,677NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Form8283 Received4Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTEDFORM 990, SCHEDULE M, PART I, COLUMN (B) COLUMN B REFLECTS THE NUMBER OF ITEMS RECEIVED FROM VARIOUS CONTRIBUTORS, EXCEPT IN THE CASE OF SECURITIES, WHICH RELECTS THE NUMBER OF CONTRIBUTORS.
USE OF THIRD PARTIES OR RELATED ORGANIZATIONS FOR NONCASH CONTRIBUTIONSFORM 990, SCHEDULE M, LINE 32B ANY GIFT OF UNNEEDED PERSONAL OR REAL PROPERTY IS SOLD BY PROFESSIONAL REPRESENTATIVES.
TYPES OF PROPERTY RECEIVED FOR NONCASH CONTRIBUTIONSFORM 990, SCHEDULE M, LINE 33 THE COLLEGE FOLLOWS A POLICY TO NOT RECORD OR CAPITALIZE ITS COLLECTIONS. THE COLLEGE'S ART COLLECTIONS CONSIST OF OBJECTS OF HISTORICAL AND AESTHETIC SIGNIFICANCE HELD FOR PUBLIC EXHIBITION AND EDUCATIONAL PURPOSES. ALL WORKS IN THE COLLECTION ARE CATALOGUED, PRESERVED, CARED FOR AND MONITORED ACCORDING TO PROFESSIONAL MUSEUM STANDARDS, AND ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM DE-ACCESSION TO BE USED EXCLUSIVELY FOR ACQUISITION.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
TOTAL UNLRELATED BUSINESS REVENUE FROM PART VIIIFORM 990, PART I, LINE 7A THE TOTAL UNRELATED TRADE OR BUSINESS INCOME REPORTED ON THE FORM 990-T INCLUDES $15,626 OF QUALIFIED TRANSPORTATION EXPENSES THAT ARE SUBJECT TO UNRELATED BUSINESS INCOME TAX UNDER SECTION 512(A)(7). THESE EXPENSES ARE NOT REPORTED ON THE STATEMENT OF REVENUE IN PART VIII NOR INCLUDED IN TOTAL UNRELATED BUSINESS REVENUE ON LINE 7A. DESCRIPTION OF ORGANIZATION MISSION FORM 990, PART III, LINE 1, CONTINUED THAT IS STRONGLY ROOTED IN SOUTHERN CALIFORNIA YET GLOBAL IN ITS ORIENTATION. THROUGH CLOSE TIES AMONG A DIVERSE GROUP OF FACULTY, STAFF AND CLASSMATES, POMONA STUDENTS ARE INSPIRED TO ENGAGE IN THE PROBING INQUIRY AND CREATIVE LEARNING THAT ENABLE THEM TO IDENTIFY AND ADDRESS THEIR INTELLECTUAL PASSIONS. THIS EXPERIENCE WILL CONTINUE TO GUIDE THEIR CONTRIBUTIONS AS THE NEXT GENERATION OF LEADERS, SCHOLARS, ARTISTS AND CITIZENS TO FULFILL THE VISION OF ITS FOUNDERS: TO BEAR THEIR ADDED RICHES IN TRUST FOR ALL. PROGRAM SERVICE Form 990 Part III Line 4a, CONTINUED POMONA GRADUATES NOT ONLY RECEIVE EXCELLENT LIFELONG PREPARATION FOR A WIDE RANGE OF CAREERS, BUT ALSO ARE ENCOURAGED TO DEVELOP THE RATIONAL DISCRIMINATION, AESTHETIC APPRECIATION, COMPASSION AND UNDERSTANDING THAT ONLY KNOWLEDGE CAN FOSTER. IN 2018, 12 POMONA STUDENTS ACCEPTED FULBRIGHT AWARDS, PLACING POMONA IN A TIE AS THE NO. 5 PRODUCER OF FULBRIGHT STUDENTS AMONG BACHELOR'S INSTITUTIONS, AS REPORTED BY THE CHRONICLE OF HIGHER EDUCATION IN FEBRUARY 2019. POMONA OFFERS 48 MAJORS IN THE NATURAL SCIENCES, HUMANITIES, SOCIAL SCIENCES FINE ARTS AND INTERDISCIPLINARY FIELDS. ALSO COMMON ARE DOUBLE MAJORS AND INDIVIDUAL SPECIAL MAJORS, CRAFTED BY THE STUDENT WITH GUIDANCE FROM FACULTY. FIRST-YEAR STUDENTS DELVE INTO A CRITICAL INQUIRY SEMINAR TO DEVELOP SKILLS IN CRITICAL THINKING, ANALYSIS AND WRITING. POMONA'S SUMMER UNDERGRADUATE RESEARCH PROGRAM ENABLES STUDENTS TO CONDUCT EXTENDED, FOCUSED RESEARCH IN CLOSE COOPERATION WITH A POMONA FACULTY MEMBER, WITH PROJECTS TAKING PLACE BOTH ON CAMPUS AND IN THE FIELD. THE COLLEGE OFFERS APPROXIMATELY 600 CLASSES EACH YEAR, AND STUDENTS ALSO HAVE ACCESS TO THE MORE THAN 2,000 ADDITIONAL CLASSES AT THE CLAREMONT COLLEGES. FORM 990, PART III, LINE 4B, CONTINUED POMONA PROVIDES SELF-OPERATED DINING AND CATERING SERVICES AT THREE DINING HALLS. POMONA'S GOAL IS TO SERVE FOOD THAT IS HEALTHY, FRESH AND DELICIOUS AND THAT IS PRODUCED IN A JUST AND SUSTAINABLE MANNER. THE INSTRUCTIONAL AND EXTRA-CURRICULAR PROGRAMS ARE FURTHER SUPPORTED BY BRIDGES AUDITORIUM, A PERFORMING ARTS CENTER THAT SEATS 2,500, AND SEAVER THEATRE, A COMPREHENSIVE THEATRE COMPLEX FEATURING A 350-SEAT AUDITORIUM AND 100-SEAT EXPERIMENTAL THEATRE SPACE. ATHLETIC FACILITIES INCLUDE THE LILLIORE GREEN RAINS CENTER FOR SPORT AND RECREATION, THE HALDEMAN AQUATICS CENTER, AND FIELDS FOR SOFTBALL, BASEBALL, TRACK, SOCCER, FOOTBALL, LACROSSE AND MORE. POMONA COLLEGE HAS MADE SIGNIFICANT INVESTMENTS TO MAKE THE CAMPUS MORE SUSTAINABLE, INCLUDING BUILDING THE FIRST LEED-PLATINUM LARGE-SCALE RESIDENCE HALLS IN THE WEST, TO INSTALLING SOLAR ENERGY AND REMOVING IMPERMEABLE SURFACES AND REPLACING THEM WITH DROUGHT RESISTANT LANDSCAPING AND PERMEABLE GROUND COVER. THE COLLEGE HAS PLEDGED TO BE CARBON-NEUTRAL BY 2030 AS PART OF THE AMERICAN COLLEGES AND UNIVERSITIES PRESIDENTS' CLIMATE COMMITMENT (ACUPCC). FORM 990, PART III, LINE 4C, CONTINUED THE COLLEGE ALSO ASSISTS STUDENTS WITH ORIENTATION, REGISTRATION AND ACADEMIC COUNSELING. FROM THEIR FIRST YEAR AT POMONA, STUDENTS CAN TURN TO THE CAREER DEVELOPMENT OFFICE, WHICH PROVIDES HELP WITH EVERYTHING FROM RESUME WRITING TO MOCK INTERVIEWS. STUDENTS ALSO CAN APPLY FOR THE CDO'S PROGRAM OF SUMMER INTERNSHIPS IN THE U.S. AND ABROAD. THE CLAREMONT COLLEGES' STUDENT HEALTH SERVICE STRESSES PREVENTATIVE MEDICINE AND HEALTH AWARENESS, WHILE MONSOUR COUNSELING AND PSYCHOLOGICAL SERVICES HELP STUDENTS WITH PERSONAL AND EMOTIONAL PROBLEMS. THE INTERFAITH OFFICE OF THE CHAPLAINS DIRECTS THE PROGRAMS OF THE CLAREMONT COLLEGES' MCALISTER CENTER FOR RELIGIOUS ACTIVITIES, ASSISTING STUDENTS IN MAKING CONTACT WITH MEMBERS OF THEIR COMMUNITY OF BELIEF. WORKING CLOSELY WITH STUDENTS, FACULTY AND STAFF, THE DIVISION OF STUDENT AFFAIRS AIMS TO PROVIDE SERVICES, ACTIVITIES, AND RESOURCES THAT SUPPORT THE COLLEGE'S EDUCATIONAL ENTERPRISE AND ENABLE EACH STUDENT TO LEARN, GROW, AND DEVELOP WHILE HERE AT POMONA. FORM 990, PART III, LINE 4D Other-Public Service, Institutional Support, Academic Support: IN ORDER TO FACILITATE OUR PRIMARY PROGRAM SERVICE OF INSTRUCTION AND RESEARCH, POMONA COLLEGE PROVIDES INSTITUTIONAL SUPPORT THROUGH OUR BUSINESS OFFICE, ALUMNI RELATIONS, INFORMATION TECHNOLOGIES, COMMUNICATIONS, MAJOR GIFTS/GIVING AND STAFF EDUCATIONAL SUPPORT TO KEEP OUR STAFF INFORMED OF NEW AND DEVELOPING WAYS TO ADVANCE OUR PRIMARY MISSION. POMONA'S ACADEMIC SUPPORT RESOURCES OFFER EXPERT PEER INSTRUCTION TO HELP DEVELOP STRATEGIC LEARNING SKILLS, ASSIST IN ACHIEVING PERSONAL INTELLECTUAL POTENTIAL, AND PROMOTE LEADERSHIP AND SERVICE LEARNING OPPORTUNITIES THROUGH THE PEER FELLOWS PROGRAM. ACADEMIC SUPPORT CENTERS INCLUDE THE WRITING CENTER, THE QUANTITATIVE SKILLS CENTER, THE FOREIGN LANGUAGE RESOURCE CENTER AND THE LEARNING FELLOWS PROGRAM. THE HONNOLD/MUDD LIBRARY PARTNERS WITH POMONA COLLEGE AS WELL AS THE OTHER CLAREMONT COLLEGES IN SUPPORTING LEARNING, TEACHING, AND RESEARCH. THE LIBRARY TIES THE ACADEMIC COMMUNITY TO VARIED CULTURAL AND SCHOLARLY TRADITIONS BY OFFERING USER-CENTERED SERVICES, BUILDING COLLECTIONS, DEVELOPING INNOVATIVE TECHNOLOGIES, AND PROVIDING AN INVITING ENVIRONMENT FOR STUDY, COLLABORATION, AND REFLECTION. THE LIBRARY'S GENERAL COLLECTIONS INCLUDE NEARLY 2 MILLION VOLUMES. THE LIBRARY ALSO HAS EXTENSIVE HOLDINGS OF JOURNALS, MAGAZINES, AND NEWSPAPERS, PROVIDING ACCESS TO ARTICLES IN OVER 70,000 PERIODICALS. TEACHING FROM ORIGINAL WORKS OF ART IS CENTRAL TO THE MISSION AT THE POMONA COLLEGE MUSEUM OF ART. THROUGHOUT THE ACADEMIC YEAR THE MUSEUM OFFERS A VARIETY OF EDUCATIONAL PROGRAMS HIGHLIGHTING THE EXHIBITIONS AND COLLECTIONS OF THE MUSEUM AND CONNECTING OUR STUDENTS WITH THE ARTS AND CONCERNS OF OUR TIME. POMONA COLLEGE FACULTY USES THE MUSEUM, ITS EXHIBITIONS, AND ITS COLLECTIONS AS A RESOURCE FOR TEACHING, AND AS A SUBJECT FOR RESEARCH AND WRITING. THE DRAPER CENTER FOR COMMUNITY PARTNERSHIPS IS THE COLLEGE'S MAIN AVENUE FOR FOSTERING MUTUALLY BENEFICIAL EXCHANGES AMONG COMMUNITY MEMBERS, STUDENTS, FACULTY AND STAFF IN ORDER TO SUPPORT EDUCATIONAL OUTREACH INITIATIVES, COMMUNITY-BASED RESEARCH AND LEARNING, AND OTHER COMMUNITY ENGAGEMENT ACTIVITIES. STUDENTS CAN EXPLORE AN ASSORTMENT OF COMMUNITY AND VOLUNTEER OPPORTUNITIES THROUGH THE DRAPER CENTER, INCLUDING COLLABORATIVE THEATRE WITH LOCAL MIDDLE-SCHOOL STUDENTS, FOOD RESCUE FOR LOCAL SHELTERS, EDUCATIONAL OUTREACH, VOLUNTEERING DURING SPRING BREAK AND TAKING CLASSES WITH COMMUNITY COLLABORATION.
REVIEW OF FORM 990FORM 990, PART VI, SECTION B, LINE 11 THE INFORMATIONAL RETURN IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND IS INITIALLY REVIEWED BY THE ASST VICE PRESIDENT/ASSOC TREASURER. AFTER PRELIMINARY REVIEW BY THE ASST VICE PRESIDENT/ASSOC TREASURER, THE RETURN IS REVIEWED AT THE AUDIT COMMITTEE MEETING. THE RETURN IS THEN PROVIDED TO THE FULL BOARD FOR REVIEW PRIOR TO ELECTRONIC FILING.
CONFLICT OF INTERESTFORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES ("THE BOARD") OF POMONA COLLEGE HAS INCORPORATED ITS CODE OF CONDUCT AND CONFLICT OF INTEREST POLICIES INTO ITS BYLAWS. THE AUDIT COMMITTEE ("THE COMMITTEE") OF THE BOARD MONITORS ENFORCEMENT OF AND COMPLIANCE WITH THE CODE AND THE POLICIES, AND REPORTS THE RESULTS THEREOF TO THE BOARD. THE COMMITTEE MONITORS COMPLIANCE BY MEANS OF AN ANNUAL CODE OF CONDUCT QUESTIONNAIRE. IN MAY, THE COLLEGE DISTRIBUTES THE QUESTIONNAIRE TO ALL TRUSTEES, OFFICERS, FACULTY PROGRAM COORDINATORS AND DEPARTMENT CHAIRS AND STAFF AT THE DIRECTOR LEVEL AND ABOVE. THE PRESIDENT'S OFFICE COLLECTS THE COMPLETED QUESTIONNAIRES AND COMPILES THE RESULTS, INCLUDING IDENTIFYING NEGATIVE RESPONSES AND ACCOMPANYING EXPLANATIONS. IN OCTOBER, AN EXECUTIVE SUMMARY OF THE RESULTS ARE PROVIDED TO THE COMMITTEE, AND THE COMMITTEE REPORTS THOSE RESULTS TO THE BOARD. HOWEVER, THROUGHOUT THE ANNUAL QUESTIONNAIRE DISTRIBUTION, COLLECTION AND COMPILATION PROCESS, ANY URGENT AND HERETOFORE UNKNOWN MATTERS IDENTIFIED BY QUESTIONNAIRE RESPONDENTS ARE ESCALATED IMMEDIATELY TO THE APPROPRIATE MEMBERS OF THE BOARD AND MANAGEMENT.
PROCESS OF DETERMINING COMPENSATIONFORM 990, PART VI, SECTION B, LINE 15A and 15B THE COLLEGE HAS IMPLEMENTED PROCEDURES TO FAIRLY COMPENSATE EMPLOYEES OF THE COLLEGE AND PROVIDE AN APPROPRIATE PROCESS FOR SETTING AND APPROVING REASONABLE LEVELS OF COMPENSATION FOR INDIVIDUALS WHO ARE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE COLLEGE, SUCH AS THE PRESIDENT, VP CHIEF INFORMATION OFFICER, TREASURER, DEAN OF FACULTY, DEAN OF STUDENTS, VP DEAN OF ADMISSIONS, VP ADVANCEMENT, ASSISTANT VP FACILITES/CAMPUS SERVICES, ASSISTANT VP/ASSOC TREASURER AND PROFESSORS CONSIDERED AS KEY EMPLOYEES. THESE PROCEDURES PROVIDE FOR REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE CONSISTING OF INDEPENDENT TRUSTEES, USE OF COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE EXECUTIVE COMMITTEE OF THE BOARD, ACTING AS THE COMPENSATION COMMITTEE, UTILIZES BENCHMARK SALARY DATA FROM COMPARABLE HIGHER EDUCATION INSTITUTION GROUPS FOR EXECUTIVE MANAGEMENT POSITIONS. THE INITIAL PROCESS IN DETERMINING COMPENSATION LEVELS CONSISTS OF GATHERING COMPENSATION DATA OF PEER GROUP INSTITUTIONS, WHICH IS AVAILABLE FROM SUBSCRIBED SURVEY DATA SOURCES. THE SALARY MEDIANS OF THE COMPARABLE EDUCATION INSTITUTION GROUPS WILL INFORM THE COMMITTEE AND BE USED AS GUIDES. THE COMMITTEE WILL ALSO REVIEW SALARY IN RELATION TO LOCAL AND NATIONAL INFLATION MEASURES, INDIVIDUAL PERFORMANCE, AS EVIDENCED BY THE ANNUAL WRITTEN PERFORMANCE EVALUATIONS, AND THE INDIVIDUAL'S LENGTH OF SERVICE IN THE POSITION. SALARY INCREASE RECOMMENDATIONS ARE APPROVED BY THIS COMMITTEE DURING THE MAY BOARD OF TRUSTEES REGULAR MEETING. THE MINUTES INCLUDE THE TERMS OF THE TRANSACTIONS AND THE DATE APPROVED, THE MEMBERS OF THE COMMITTEE PRESENT FOR THE DELIBERATIONS AND WHO VOTED, AND THE DESCRIPTION OF THE COMPARABILITY DATA OBTAINED AND HOW IT WAS OBTAINED. THIS PROCESS WAS LAST UNDERTAKEN AND COMPLETED FOR ALL EXECUTIVE POSITIONS IN MAY 2018.
DISCLOSURE OF DOCUMENTSFORM 990, PART VI, SECTION C, LINE 19 THE POLICY OF POMONA COLLEGE IS TO MAKE ITS GOVERNING DOCUMENTS, INCLUDING THE ARTICLES OF INCORPORATION AND BYLAWS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC WHEN REQUESTED.
OTHER CHANGES IN NET ASSETSFORM 990, PART XI, LINE 9 Changes in actuarially determined gift liabilities $10,054,115 Annuity and Life Income Funds Released $(2,016,683) Asset Retirement Obligation $274,866 ------------- TOTAL $8,312,298

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1THE CLAREMONT COLLEGES SERVICESBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 S MILLS AVEAddressLine1Txt
CityCLAREMONTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91711ZIPCd
FieldValueIRS element (for citing)
EIN954786748EIN
Primary ActivitiesSUPPORT UNIVPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status11APublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER TRUST (103)
SPLIT INT TRUSTCANATrustYes (true)
POOLED INCOME FUND (2)
SPLIT INT TRUSTCANATrustYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgYes (true)AssetSaleToOtherOrgInd
Asset Purchase From Other OrgYes (true)AssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHARITABLE REMAINDER TRUSTSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypecTransactionTypeTxt
Involved$871,809InvolvedAmt
Method Of Amount DeterminationCASH & STOCKMethodOfAmountDeterminationTxt