TRUSTEES OF DARTMOUTH COLLEGE: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF DARTMOUTH COLLEGE (EIN 02-0222111)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-09
- IRS object ID
- 201821299349302197
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-09T13:24:22-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020222111 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Trustees of Dartmouth College | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 6036463011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 Lebanon Street Suite 302 No 6015 | AddressLine1Txt |
| City | Hanover | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03755 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gail Goodness | PersonNm |
| Person Title | Controller | PersonTitleTxt |
| Phone | 6036463001 | PhoneNum |
| Signature | 2018-05-08 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Philip J Hanlon | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 Lebanon Street Suite 302 No 6015 | AddressLine1Txt |
| City | Hanover | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03755 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,889,049,100 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 8204 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.dartmouth.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1769 | FormationYr |
| Legal Domicile State | NH | LegalDomicileStateCd |
| Activity Or Mission | Dartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 10634 | TotalEmployeeCnt |
| Total Volunteers | 12100 | TotalVolunteersCnt |
| Total Gross UBI | $33,392,802 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$8,959,097 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $389,222,461 | PYContributionsGrantsAmt |
| CY Contributions Grants | $351,100,124 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $512,308,597 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $504,275,306 | CYProgramServiceRevenueAmt |
| PY Investment Income | $278,456,548 | PYInvestmentIncomeAmt |
| CY Investment Income | $377,875,748 | CYInvestmentIncomeAmt |
| PY Other Revenue | $16,796,481 | PYOtherRevenueAmt |
| CY Other Revenue | $35,090,599 | CYOtherRevenueAmt |
| PY Total Revenue | $1,196,784,087 | PYTotalRevenueAmt |
| CY Total Revenue | $1,268,341,777 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $158,317,180 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $168,059,039 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $548,414,439 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $507,347,906 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $39,248,540 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $484,497,558 | PYOtherExpensesAmt |
| CY Other Expenses | $432,375,284 | CYOtherExpensesAmt |
| PY Total Expenses | $1,191,229,177 | PYTotalExpensesAmt |
| CY Total Expenses | $1,107,782,229 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,554,910 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $160,559,548 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,256,079,813 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,882,975,225 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,242,774,597 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,179,046,291 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,013,305,216 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,703,928,934 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Dartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $563,424,139 | ExpenseAmt |
| Grant | $156,864,162 | GrantAmt |
| Revenue | $387,316,564 | RevenueAmt |
| Desc | 4a. Education and Academic Support: A Dartmouth education is unlike any other. Through person-to-person teaching and opportunities to create and apply knowledge on campus and across the globe, Dartmouth instills a love of learning among its students and empowers them for a lifetime of leadership. Academics at Dartmouth are innovative, interdisciplinary, international, and individualized for each student. Each student's experience is distinguished by breadth, depth, and personal connections with top faculty. The institution comprises the Faculty of the Arts & Sciences, the School of Graduate and Advanced Studies, and three professional schools: the Thayer School of Engineering, the Tuck School of Business, and the Geisel School of Medicine. Dartmouth's 930-person faculty teaches and guides approximately 6,400 undergraduate and graduate students. Dartmouth's library system directly supports the research and teaching mission of Dartmouth College, as well as the life-long learning needs of the Dartmouth community, by providing access to approximately 129,000 digital resources such as indexes, databases and journals, 3.5 million print and digital books, 34,000 films and videos, 194,000 maps, 32,000 sound recordings and 462,000 photographs. State-of-the-art computing resources are available to faculty and students to foster innovation and excellence in research and in the curriculum. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $194,500,343 | ExpenseAmt |
| Grant | $9,134,532 | GrantAmt |
| Revenue | $11,383,664 | RevenueAmt |
| Desc | 4b. Research & Research Support: At Dartmouth, teaching and research are inextricably linked. Dartmouth offers undergraduate students a rigorous curriculum at the forefront of higher education and Dartmouth faculty pursue research at the highest levels of their disciplines. Students conduct independent study through one-on-one supervision with a faculty member or work as a member of a research group in state-of-the-art facilities. Dartmouth is home to world-class scholars in the Faculty of Arts & Sciences, the School of Graduate and Advanced Studies, the Thayer School of Engineering, the Tuck School of Business, and the Geisel School of Medicine-which has strong ties to the Dartmouth-Hitchcock Clinic and the Mary Hitchcock Memorial Hospital. In addition, Dartmouth has more than 50 research-focused centers, institutes, and groups in areas ranging from medicine and the arts to engineering and business. Many of these are interdisciplinary and join faculty and students from across the institution to work on complex issues. During fiscal 2017, faculty and others engaged in sponsored activity received $207.3 million in awards from external funding agencies. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $180,957,052 | ExpenseAmt |
| Grant | $2,060,345 | GrantAmt |
| Revenue | $105,575,078 | RevenueAmt |
| Desc | 4c. Campus Life: Our close-knit community is a distinctive and enduring feature of the Dartmouth experience. For students, the process of joining and adapting to a new community can be as educationally significant as their academic work. For this reason, Dartmouth invests resources in creating a community that is both stimulating and nurturing. Approximately 85% of Dartmouth undergraduates live on campus and Dartmouth's diverse dining facilities are the hub of many social activities. Athletics at Dartmouth compliment the overall academic and intellectual growth of Dartmouth students, with more than 75% of undergraduates participating in at least one of the 35 varsity teams, 33 club sports teams and several intramural leagues. In addition, facilities such as the Hanover Country Club, Dartmouth Skiway, and Morton Farm provide an opportunity for recreation and learning beyond the classroom. There are also approximately 350 graduate and undergraduate student groups which allow students to explore interests in diverse areas, including the arts, academics, activism, culture, politics, sustainability and others. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $938,881,534 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 2707 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10634 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | FR | ForeignCountryCd |
| Foreign Country | GM | ForeignCountryCd |
| Foreign Country | SP | ForeignCountryCd |
| Foreign Country | IT | ForeignCountryCd |
| Foreign Country | NZ | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Controller's Office | PersonNm |
| Phone | 6036463011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 Lebanon Street Suite 302 | AddressLine1Txt |
| City | Hanover | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03755 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Emily Bakemeier | ||||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| Jeffrey Blackburn | ||||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| Gail Boudreaux | ||||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| R William Burgess Jr | ||||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| James Coulter | ||||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| Denise Dupre | ||||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| Gregg Engles | ||||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| Elizabeth Fascitelli | ||||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| Nathaniel Fick | ||||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| Annette Gordon-Reed | ||||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| Margaret Hassan | ||||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| William Helman IV | ||||||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |||||
| David Hodgson | ||||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| James Jackson | ||||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| S Caroline Kerr | ||||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| Richard Kimball | ||||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| Morton Kondracke | ||||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| Mitchell Kurz | ||||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| Richard Lewis | ||||||||||
| Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | |||||
| Elizabeth Loughlin | ||||||||||
| Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | |||||
| Gregory Maffei | ||||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| John Replogle | ||||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| Laurel Richie | ||||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| Carlos Rodriguez-Pastor Jr | ||||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| Erica Schultz | ||||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| Christopher Sununu | ||||||||||
| Trustee | 0.10 | Yes (X) | $0 | $0 | $0 | |||||
| Peggy Epstein Tanner | ||||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| Benjamin Wilson | ||||||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| Philip Hanlon | ||||||||||
| President | 40.00 | Yes (X) | $1,103,298 | $0 | $245,437 | Yes (X) | ||||
| Carolyn Dever | ||||||||||
| Provost | 40.00 | $715,618 | $0 | $93,005 | Yes (X) | |||||
| Richard Mills | ||||||||||
| EVP | 39.90 | $643,003 | $0 | $39,187 | Yes (X) | 0.10 | ||||
| Michael Wagner | ||||||||||
| CFO | 39.50 | $355,492 | $0 | $41,093 | Yes (X) | 0.50 | ||||
| Duane Compton | ||||||||||
| Dean, Geisel | 40.00 | $502,463 | $0 | $33,716 | Yes (X) | |||||
| Robert Donin | ||||||||||
| General Counsel | 40.00 | $500,086 | $0 | $30,519 | Yes (X) | |||||
| Lisa Hogarty | ||||||||||
| VP Campus Services (thru 10/2016) | 39.70 | $325,636 | $0 | $32,948 | 0.30 | Yes (X) | ||||
| Robert Lasher | ||||||||||
| Sr VP for Advancement | 40.00 | $616,958 | $0 | $29,720 | Yes (X) | |||||
| Michael Mastanduno | ||||||||||
| Dean of Faculty | 40.00 | $413,128 | $0 | $39,921 | Yes (X) | |||||
| Pamela Peedin | ||||||||||
| Chief Investment Officer(thru 03/17) | 40.00 | $1,449,667 | $0 | $23,850 | Yes (X) | |||||
| Matthew Slaughter | ||||||||||
| Dean, Tuck School of Business | 40.00 | $784,568 | $0 | $35,734 | Yes (X) | |||||
| Alan Green | ||||||||||
| Chair, Department of Psych | 40.00 | $659,679 | $0 | $31,858 | Yes (X) | |||||
| Megan Hammond | ||||||||||
| Mng Director, Investment Office | 39.70 | $662,330 | $0 | $42,822 | 0.30 | Yes (X) | ||||
| Kelsey Morgan | ||||||||||
| Deputy Chief Investment Officer | 40.00 | $658,988 | $0 | $33,274 | Yes (X) | |||||
| Elizabeth Teisberg | ||||||||||
| Professor | 40.00 | $1,656,891 | $0 | $17,240 | Yes (X) | |||||
| Michael Sullivan | ||||||||||
| Mng Director, Investment Office | 40.00 | $656,896 | $0 | $37,969 | Yes (X) | |||||
| Martin Wybourne | ||||||||||
| Sr. VP Rsrch; Fm Interim Prov | 40.00 | $382,418 | $0 | $28,691 | Yes (X) | |||||
| Ann Root Keith | ||||||||||
| COO Adv; Fmr Interim VP Dev | 40.00 | $294,776 | $0 | $38,995 | Yes (X) | |||||
| Richard Freeman Jr | ||||||||||
| Fmr Chair,Dept of Surgery | 0.00 | $829,389 | $0 | $4,828 | Yes (X) | |||||
| Wiley Souba | ||||||||||
| Prof & Fmr Dean,Geisel | 40.00 | $382,411 | $0 | $35,547 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $13,593,695 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $916,354 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1000 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Dartmouth Hitchcock Medical Center | |||||
| One Medical Center Drive | Lebanon | NH | 03756 | Medical Research | $13,357,507 |
| Engelberth Construction Inc | |||||
| 428 Main Street | Keene | NH | 03431 | Construction and general contractor | $8,064,656 |
| Estes & Gallup Inc | |||||
| PO Box 240 | Lyme | NY | 10019 | Construction and general contractor | $4,324,837 |
| Daniel O'Connell's Sons Inc | |||||
| 800 Kelly Way | Holyoke | MA | 01040 | Architects | $3,711,822 |
| Cigna | |||||
| 900 Cottage Grove Road | Bloomfield | CT | 06002 | Health Plan Administration | $2,665,436 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 163 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $69,842 | FundraisingAmt |
| Government Grants | $130,036,065 | GovernmentGrantsAmt |
| All Other Contributions | $220,994,217 | AllOtherContributionsAmt |
| Noncash Contributions | $46,055,397 | NoncashContributionsAmt |
| Total Contributions | $351,100,124 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Tuition and Fees | 611600 | $367,987,775 | $367,987,775 | |
| Auxiliary Service | 611710 | $77,682,115 | $72,356,000 | $5,326,115 |
| All other | 611600 | $25,762,402 | $25,331,360 | $431,042 |
| Medical Related | 611600 | $16,968,543 | $16,968,543 | |
| Other Education Related | 611600 | $15,874,471 | $15,865,971 | $8,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $504,275,306 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,080,227 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $11,613,071 | UnrelatedBusinessRevenueAmt |
| Exclusion | $40,467,156 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,834,373 | TotalRevenueColumnAmt |
| Exclusion | $6,834,373 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,536,230 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,099,172 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,437,058 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,437,058 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $161,632 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,275,426 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,935,331,678 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,609,533,084 | SecuritiesAmt |
| Other | $3,073 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $325,798,594 | SecuritiesAmt |
| Other | -$3,073 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $325,795,521 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $15,852,442 | UnrelatedBusinessRevenueAmt |
| Exclusion | $309,943,079 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $244,400 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $69,842 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $71,994 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $172,406 | TotalRevenueColumnAmt |
| Exclusion | $172,406 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Split interest & other changes | 525920 | $17,789,659 | $17,789,659 |
| Other revenue | 900099 | $4,857,103 | $4,857,103 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $22,646,762 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,268,341,777 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $498,509,649 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $33,392,802 | UnrelatedBusinessRevenueAmt |
| Exclusion | $385,339,202 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,414 | TotalAmt |
| Program Services | $578,414 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,940,549 | TotalAmt |
| Program Services | $163,940,549 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,540,076 | TotalAmt |
| Program Services | $3,540,076 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,994,045 | TotalAmt |
| Program Services | $2,156,794 | ProgramServicesAmt |
| Management And General | $4,178,096 | ManagementAndGeneralAmt |
| Fundraising | $659,155 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,442,949 | TotalAmt |
| Program Services | $586,152 | ProgramServicesAmt |
| Management And General | $429,391 | ManagementAndGeneralAmt |
| Fundraising | $427,406 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $423,941,647 | TotalAmt |
| Program Services | $348,057,604 | ProgramServicesAmt |
| Management And General | $52,275,935 | ManagementAndGeneralAmt |
| Fundraising | $23,608,108 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,491,595 | TotalAmt |
| Program Services | $22,549,259 | ProgramServicesAmt |
| Management And General | $3,516,839 | ManagementAndGeneralAmt |
| Fundraising | $1,425,497 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,104,074 | TotalAmt |
| Program Services | $18,708,366 | ProgramServicesAmt |
| Management And General | $3,177,084 | ManagementAndGeneralAmt |
| Fundraising | $1,218,624 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,373,596 | TotalAmt |
| Program Services | $19,735,297 | ProgramServicesAmt |
| Management And General | $3,352,355 | ManagementAndGeneralAmt |
| Fundraising | $1,285,944 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $530,834 | TotalAmt |
| Program Services | $530,834 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,075,025 | TotalAmt |
| Program Services | $334,341 | ProgramServicesAmt |
| Management And General | $1,740,173 | ManagementAndGeneralAmt |
| Fundraising | $511 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $794,877 | TotalAmt |
| Program Services | $17,980 | ProgramServicesAmt |
| Management And General | $756,947 | ManagementAndGeneralAmt |
| Fundraising | $19,950 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,056 | TotalAmt |
| Management And General | $26,056 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,847,046 | TotalAmt |
| Management And General | $4,847,046 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,739,178 | TotalAmt |
| Program Services | $94,251,589 | ProgramServicesAmt |
| Management And General | $5,953,599 | ManagementAndGeneralAmt |
| Fundraising | $3,533,990 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,759,489 | TotalAmt |
| Program Services | $1,605,950 | ProgramServicesAmt |
| Management And General | $66,390 | ManagementAndGeneralAmt |
| Fundraising | $87,149 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,176,879 | TotalAmt |
| Program Services | $16,220,933 | ProgramServicesAmt |
| Management And General | $741,408 | ManagementAndGeneralAmt |
| Fundraising | $2,214,538 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,883,038 | TotalAmt |
| Program Services | $6,944,311 | ProgramServicesAmt |
| Management And General | $9,488,144 | ManagementAndGeneralAmt |
| Fundraising | $450,583 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,636,021 | TotalAmt |
| Program Services | $3,631,497 | ProgramServicesAmt |
| Management And General | $2,344 | ManagementAndGeneralAmt |
| Fundraising | $2,180 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,091,525 | TotalAmt |
| Program Services | $34,624,237 | ProgramServicesAmt |
| Management And General | $2,975,064 | ManagementAndGeneralAmt |
| Fundraising | $492,224 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,062,843 | TotalAmt |
| Program Services | $24,285,461 | ProgramServicesAmt |
| Management And General | $1,572,119 | ManagementAndGeneralAmt |
| Fundraising | $2,205,263 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,641 | TotalAmt |
| Management And General | $3,641 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,380,555 | TotalAmt |
| Program Services | $2,110,785 | ProgramServicesAmt |
| Management And General | $165,069 | ManagementAndGeneralAmt |
| Fundraising | $104,701 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,527,755 | TotalAmt |
| Program Services | $43,785,054 | ProgramServicesAmt |
| Management And General | $1,719,633 | ManagementAndGeneralAmt |
| Fundraising | $23,068 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,183,840 | TotalAmt |
| Program Services | $61,626,293 | ProgramServicesAmt |
| Management And General | $4,259,995 | ManagementAndGeneralAmt |
| Fundraising | $297,552 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,096,472 | TotalAmt |
| Program Services | $645,643 | ProgramServicesAmt |
| Management And General | $429,961 | ManagementAndGeneralAmt |
| Fundraising | $20,868 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Other expenses | $50,106,958 | $47,833,196 | $1,112,202 | $1,161,560 |
| Environmental remediati | $26,949,773 | $26,949,773 | ||
| Purchase for resale | $19,843,959 | $19,790,570 | $48,044 | $5,345 |
| UBI tax expenses | $659,520 | $790,349 | -$135,153 | $4,324 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,107,782,229 | TotalAmt |
| Program Services | $938,881,534 | ProgramServicesAmt |
| Management And General | $129,652,155 | ManagementAndGeneralAmt |
| Fundraising | $39,248,540 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,346,640 | BOYAmt |
| EOY | $6,900,366 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,534,394 | BOYAmt |
| EOY | $168,152,498 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,503,134 | BOYAmt |
| EOY | $264,863,534 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,108,934 | BOYAmt |
| EOY | $24,290,365 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,793,156 | BOYAmt |
| EOY | $79,965,763 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,488,768 | BOYAmt |
| EOY | $2,146,389 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,473,032 | BOYAmt |
| EOY | $18,249,942 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,865,769,635 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $898,130,350 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $954,922,275 | BOYAmt |
| EOY | $967,639,285 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,472,363,629 | BOYAmt |
| EOY | $1,574,648,959 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,197,217,130 | BOYAmt |
| EOY | $4,712,483,604 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,292,116 | BOYAmt |
| EOY | $2,750,248 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,036,605 | BOYAmt |
| EOY | $60,884,272 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,256,079,813 | BOYAmt |
| EOY | $7,882,975,225 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,204,585 | BOYAmt |
| EOY | $88,393,332 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,047,680 | BOYAmt |
| EOY | $39,974,812 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $545,064,999 | BOYAmt |
| EOY | $535,997,287 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,526,886 | BOYAmt |
| EOY | $52,714,859 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,064,811 | BOYAmt |
| EOY | $26,387,164 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $656,300,000 | BOYAmt |
| EOY | $648,142,978 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $806,565,636 | BOYAmt |
| EOY | $787,435,859 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,242,774,597 | BOYAmt |
| EOY | $2,179,046,291 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,090,902,792 | BOYAmt |
| EOY | $1,314,664,854 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,570,505,674 | BOYAmt |
| EOY | $2,986,933,742 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,351,896,750 | BOYAmt |
| EOY | $1,402,330,338 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,013,305,216 | BOYAmt |
| EOY | $5,703,928,934 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,256,079,813 | BOYAmt |
| EOY | $7,882,975,225 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $160,559,548 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $375,405,355 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $154,658,815 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $333,926,852 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $328,376,339 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $376,972,265 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $389,222,461 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $351,100,124 | CurrentTaxYearAmt |
| Total | $1,779,598,041 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $333,926,852 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $328,376,339 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $376,972,265 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $389,222,461 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $351,100,124 | CurrentTaxYearAmt |
| Total | $1,779,598,041 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,779,598,041 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $77,282,857 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,389,012 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $76,467,488 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,292,998 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,393,195 | CurrentTaxYearAmt |
| Total | $368,825,550 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,407,679 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,751,255 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,132,825 | CurrentTaxYearMinus2YearsAmt |
| Total | $47,291,759 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,346,678 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,368,452 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,845,165 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,652,192 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,819,168 | CurrentTaxYearAmt |
| Total | $42,031,655 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,237,747,005 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,458,395,956 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.79530 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79190 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II, Line 10 | FormAndLineReferenceDesc |
| Explanation | Other income consists of income from split interest distributions, fundraising events and other miscellaneous income. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $26,056 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $14,441 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $40,497 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | Testimony was delivered to various committees of the State of New Hampshire Legislature for matters concerning higher education. Meetings were held with NH legislative staff to advocate for certain immigration policy measures impacting international education. Meetings were held with US Senators and Congressional Representatives to discuss matters relating to federally funded research programs. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 37 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $18,017,213 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $17,350,871 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $39,800,408 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,474,403,649 | BeginningYearBalanceAmt |
| Contributions | $77,116,273 | ContributionsAmt |
| Investment Earnings Or Losses | $630,383,527 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $49,921,282 | GrantsOrScholarshipsAmt |
| Other Expenditures | $175,488,000 | OtherExpendituresAmt |
| End Year Balance | $4,956,494,167 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,663,491,080 | BeginningYearBalanceAmt |
| Contributions | $119,094,796 | ContributionsAmt |
| Investment Earnings Or Losses | -$99,549,524 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $46,798,620 | GrantsOrScholarshipsAmt |
| Other Expenditures | $161,834,083 | OtherExpendituresAmt |
| End Year Balance | $4,474,403,649 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,468,219,689 | BeginningYearBalanceAmt |
| Contributions | $59,579,814 | ContributionsAmt |
| Investment Earnings Or Losses | $349,916,940 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $47,674,135 | GrantsOrScholarshipsAmt |
| Other Expenditures | $166,551,228 | OtherExpendituresAmt |
| End Year Balance | $4,663,491,080 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,733,596,412 | BeginningYearBalanceAmt |
| Contributions | $147,989,901 | ContributionsAmt |
| Investment Earnings Or Losses | $777,453,327 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $42,660,486 | GrantsOrScholarshipsAmt |
| Other Expenditures | $148,159,464 | OtherExpendituresAmt |
| End Year Balance | $4,468,219,690 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,486,383,419 | BeginningYearBalanceAmt |
| Contributions | $34,505,250 | ContributionsAmt |
| Investment Earnings Or Losses | $404,762,060 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $42,144,259 | GrantsOrScholarshipsAmt |
| Other Expenditures | $149,910,058 | OtherExpendituresAmt |
| End Year Balance | $3,733,596,412 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.25800 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.26880 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.47320 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,651,214 | OtherCostOrOtherBasisAmt |
| Book Value | $19,651,214 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,318,031,814 | OtherCostOrOtherBasisAmt |
| Depreciation | $550,288,248 | DepreciationAmt |
| Book Value | $767,743,566 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $352,416,477 | OtherCostOrOtherBasisAmt |
| Depreciation | $261,118,843 | DepreciationAmt |
| Book Value | $91,297,634 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $175,670,130 | OtherCostOrOtherBasisAmt |
| Depreciation | $86,723,259 | DepreciationAmt |
| Book Value | $88,946,871 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $967,639,285 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Private Equity/Venture Capital Limited Partnership | $940,666,922 | F |
| Real Estate & Real Asset Limited Partnership | $714,271,403 | F |
| Other Investments | $2,236,381 | F |
| Fixed Income Securities and Commingled Funds | $58,637,718 | F |
| Global Equity Commingled Funds | $1,779,515,681 | F |
| Marketable Alternative Strategies Commingled Funds | $1,202,155,499 | F |
| Investment Contributions in Advance | $15,000,000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,712,483,604 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| Mark to market liability on interest rate swap agreements | $175,646,227 |
| Employee Benefit Liabilities | $400,872,208 |
| Pending Trades Liability | $153,937,091 |
| Conditional asset retirement obligation | $25,313,777 |
| Government advance, student loans | $20,550,473 |
| Other | $11,116,083 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $787,435,859 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 1a: | Dartmouth's collections include works of art, literary works, historical treasures, and artifacts that are maintained in its museum and libraries. These collections are protected and preserved for public exhibition, education, research, and the furtherance of public service. Each of the items is cataloged, preserved, and cared for, and activities verifying their existence and assessing their condition are performed continuously. The collections are subject to a policy that requires proceeds from their sale to be used to acquire other items for collections. The collections, which were acquired through purchases and contributions since Dartmouth's inception, are not recognized as assets in the consolidated Statement of Financial Position. Purchases of collection items are recorded in the consolidated Statement of Activities as non-operating decreases in unrestricted net assets in the year in which the items are acquired or in temporarily restricted net assets if the assets used to purchase the items are restricted by donors. Contributed collection items are not recorded in the consolidated financial statements. |
| Part III, Line 4: | Collections at Dartmouth College exist in two primary areas: the Hood Museum of Art (the Hood) and the Dartmouth College library system. The Hood Museum of Art at Dartmouth College is one of the oldest and largest college museums in the country. The collections of the Hood, which number some 65,000 objects, are rich, diverse, and available for the use by both Dartmouth and the broader community. Access to works of art is provided through permanent collection displays, the online collections database, special exhibitions, the website, scholarly publications, and programs and events. These exhibits and programs are an exciting learning resource for students and the academic community. The Hood offers a vital curricular resource, a source for lectures, gallery talks, symposia, and receptions for the public, and an on-line database of thousands of works. The Dartmouth College Library is committed to partnering with faculty and students to enhance and showcase Dartmouth scholarly output and entreprenurial endeavors. The Library provides immersive and transformative learning experiences, prepares students for a lifetime of learning and responsible leadership, and proactively supports undergraduate, graduate, and professional student academic success through innovative educational programs. The Library offers creative workspaces for individual and collaborative scholarly enquiry and aims to promote well-being as well as stimulate innovative thinking. The Rauner Special Collections Library houses Dartmouth's Archives, the Rare Books Collections, and the Manuscripts Collection. Dartmouth's Archives documents the history of the College through the historical records of the institution and the three professional schools, as well as the history of the surrounding area through selected collections related to local businesses and organizations. Totaling more than 100,000 volumes, Dartmouth's rare book collections constitute a resource of major importance to the institution and the scholarly world at large. The manuscript collections contain over six and a half million unique and original items. Dartmouth students, faculty, staff and outside researchers are all welcome to make use of Rauner Library's extensive holdings of rare books, manuscripts, and archival documents for their research. |
| Part IV, Line 2b: | Certain donors have established irrevocable split-interest agreements with Dartmouth, primarily charitable gift annuities, pooled life income funds, and irrevocable charitable remainder trusts, whereby the donated assets are invested and a liability is recognized for distributions to be made in accordance with the agreements. For all residential rental properties and some commercial rental properties, Dartmouth collects a security deposit which it holds in escrow to be used, if necessary, to pay for damages identified when the property is vacated. |
| Part V, Line 4: | Dartmouth's endowment plays a critical role in supporting the current and future work of Dartmouth. Its investment and spending policies are designed to balance the needs of current Dartmouth students with the needs of future generations of Dartmouth students. Earning long-term returns that maintain the inflation-adjusted purchasing power of the endowment underpins this concept of intergenerational equity. The endowment is composed of both restricted funds, for which donors designate a specific purpose for their gifts, and unrestricted funds. There are over 5900 separate funds that make up Dartmouth's endowment. Dartmouth's endowment spending policy seeks to balance the competing objectives of supporting the current generation of students and faculty with the need to preserve the endowment's purchasing power for future generations. Distributions from the endowment, which are approved annually by the Board of Trustees, are intended to support Dartmouth's mission by contributing funding to support financial aid, facilities, and a variety of needs in academic, research and student life activities. |
| Part X, Line 2: | Dartmouth believes it has taken no significant uncertain tax positions. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | Dartmouth's racially nondiscriminatory policy is widely publicized through a variety of print and electronic media. The notification language set forth in Section 403 of Rev. Proc. 75-50 is included in Dartmouth's brochures and other publications which are available to the general public. |
| Schedule E, Part I, Line 6 | Dartmouth College received federal and state funding in support of its instructional and research programs. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (42 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Antarctica | 0 | 0 | Program Services | Research | $19,066 |
| Antarctica | 0 | 0 | Program Services | Education and educational consulting | $984 |
| Central America and the Caribbean | 0 | 0 | Investments | $1,379,456,549 | |
| Central America and the Caribbean | 0 | 0 | Program Services | Research | $82,137 |
| Central America and the Caribbean | 0 | 0 | Program Services | Education and educational consulting | $65,189 |
| Central America and the Caribbean | 0 | 0 | Program Services | Study-abroad programs | $175,192 |
| Central America and the Caribbean | 0 | 0 | Program Services | Volunteer services | $49,902 |
| East Asia and the Pacific | 0 | 0 | Program Services | Research | $721,973 |
| East Asia and the Pacific | 0 | 0 | Program Services | Education and educational consulting | $1,008,573 |
| East Asia and the Pacific | 0 | 2 | Program Services | Study-abroad programs | $418,597 |
| East Asia and the Pacific | 0 | 0 | Program Services | Volunteer services | $1,639 |
| East Asia and the Pacific | 0 | 0 | Investments | $86,402 | |
| East Asia and the Pacific | 0 | 0 | Fundraising | $7,615 | |
| Europe | 0 | 0 | Program Services | Research | $1,209,613 |
| Europe | 0 | 0 | Program Services | Education and educational consulting | $1,621,954 |
| Europe | 0 | 18 | Program Services | Study-abroad programs | $2,943,081 |
| Europe | 0 | 0 | Program Services | Volunteer services | $4,233 |
| Europe | 0 | 0 | Investments | $14,660,525 | |
| Europe | 0 | 0 | Fundraising | $26,961 | |
| Middle East and North Africa | 0 | 0 | Program Services | Study-abroad programs | $92,928 |
| Middle East and North Africa | 0 | 0 | Program Services | Volunteer services | $8,850 |
| Middle East and North Africa | 0 | 0 | Program Services | Research | $103,964 |
| Middle East and North Africa | 0 | 0 | Program Services | Education and educational consulting | $239,507 |
| North America | 0 | 0 | Program Services | Study-abroad programs | $1,855 |
| North America | 0 | 0 | Program Services | Volunteer services | $1,570 |
| North America | 0 | 1 | Fundraising | $75,139 | |
| North America | 0 | 0 | Program Services | Research | $225,510 |
| North America | 0 | 0 | Program Services | Education and educational consulting | $337,724 |
| Russia and Neighboring States | 0 | 0 | Program Services | Research | $2,958 |
| Russia and Neighboring States | 0 | 0 | Program Services | Study-abroad programs | $34,976 |
| Russia and Neighboring States | 0 | 0 | Program Services | Education and educational consulting | $95,561 |
| South America | 0 | 0 | Program Services | Research | $211,874 |
| South America | 0 | 0 | Program Services | Education and educational consulting | $243,431 |
| South America | 0 | 0 | Program Services | Study-abroad programs | $432,371 |
| South Asia | 0 | 0 | Program Services | Research | $41,616 |
| South Asia | 0 | 0 | Program Services | Education and educational consulting | $264,229 |
| South Asia | 0 | 0 | Program Services | Study-abroad programs | $99,031 |
| Sub-Saharan Africa | 0 | 0 | Investments | $19,127,764 | |
| Sub-Saharan Africa | 0 | 0 | Program Services | Research | $509,645 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Education and educational consulting | $206,124 |
| Sub-Saharan Africa | 0 | 1 | Program services | Study-abroad programs | $280,224 |
| Sub-Saharan Africa | 0 | 0 | Program services | Volunteer services | $2,953 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 22 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 22 | TotalEmployeeCnt |
| Subtotal Spent | $1,380,570,992 | SubtotalSpentAmt |
| Continuation Spent | $44,628,997 | ContinuationSpentAmt |
| Total Spent | $1,425,199,989 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| South Asia | Education | $6,071 | Wire |
| East Asia and the Pacific | Education | $6,040 | Wire |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| Scholarships/Tuition Remission | Central America and the Caribbean | 8 | $137,847 | Student scholarships | FMV |
| Scholarships/Tuition Remission | East Asia and the Pacific | 30 | $484,284 | Student scholarships | FMV |
| Scholarships/Tuition Remission | Europe | 122 | $2,059,103 | Student scholarships | FMV |
| Scholarships/Tuition Remission | Middle East and North Africa | 5 | $85,334 | Student scholarships | FMV |
| Scholarships/Tuition Remission | North America | 1 | $3,334 | Student scholarships | FMV |
| Scholarships/Tuition Remission | South America | 21 | $442,984 | Student scholarships | FMV |
| Scholarships/Tuition Remission | South Asia | 13 | $157,540 | Student scholarships | FMV |
| Scholarships/Tuition Remission | Sub-Saharan Africa | 9 | $157,539 | Student scholarships | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F Part I Line 2 | Grants distributed by Dartmouth consist primarily of scholarships, fellowships and related support given to Dartmouth students. Scholarships are awarded based on the financial need of the student. Scholarship applications are reviewed by a financial aid officer. Financial aid officers are expected to recuse themselves from any case in which they either have a personal interest or feel they cannot be impartial. A random sampling of cases read by each undergraduate financial aid officer is reviewed by the Associate and Senior Associate Directors to ensure compliance with federal regulations, adherence to Dartmouth policies, consistency in results and accuracy. Scholarships are credited to an individual student's account through the Banner Student Information System after the student is enrolled for the term (these credits are included in "non-cash assistance" in Part III above). Scholarship funds are withdrawn if the student ceases to be enrolled. Fellowships are granted in support of a student's educational or research endeavors. All educational and research work is monitored by Dartmouth faculty. |
| Schedule F, Parts I, II and III | Dartmouth keeps its books and records on the accrual basis of accounting. The information reported on Schedule F is also reported on the accrual basis of accounting. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grenzebach Glier and Associates Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N Michigan Suite 2800 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Provide strategic counsel to the Advancement Program | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $0 | RetainedByContractorAmt |
| Net To Organization | $803,234 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net To Organization | $803,234 | TotalNetToOrganizationAmt |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Athletics Football | Event1Nm |
| Gross Receipts Event1 | $96,377 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $39,500 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $56,877 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $12,925 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $25,408 | OtherDirectExpensesEvent1Amt |
| Event2 | Development Raffle | Event2Nm |
| Gross Receipts Event2 | $139,170 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $0 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $139,170 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $2,038 | NonCashPrizesEvent2Amt |
| Other Direct Expenses Event2 | $17,599 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $78,695 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $30,342 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $48,353 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $4,530 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $476 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $3,774 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $5,244 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $314,242 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $69,842 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $244,400 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $6,568 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $476 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $16,699 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $48,251 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $71,994 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $172,406 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (29 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Cross-Cultural Thresholds Inc | |||||||
| 43 Winding Ridge Road | White Plains | NY | 10603 | 263924756 | 501(c)3 | $10,000 | Distribution from donor advised fund |
| Community Gallery Inc | |||||||
| 11 Bank Street | Lebanon | NH | 03766 | 237394706 | 501(c)3 | $20,000 | Distribution from donor advised fund |
| Multiple Myeloma Research Foundation | |||||||
| 383 Main Avenue 5th Floor | Norwalk | CT | 06851 | 061504413 | 501(c)3 | $50,000 | Distribution from donor advised fund |
| Teach for America Inc | |||||||
| 370 James Street Suite 404 | New Haven | CT | 06513 | 133541913 | 501(c)3 | $10,000 | Distribution from donor advised fund |
| Shatterproof | |||||||
| 101 Merritt 7 Corporate Park | Norwalk | CT | 06851 | 454619712 | 501(c)3 | $25,000 | Distribution from donor advised fund |
| Trustees of Amherst College | |||||||
| 22 Hitchcock Road | Amherst | MA | 01002 | 042103542 | 501(c)3 | $52,000 | Distribution from donor advised fund |
| Icahn School of Medicine at Mount Sinai | |||||||
| 950 Park Avenue | New York | NY | 10028 | 136171197 | 501(c)3 | $10,000 | Distribution from donor advised fund |
| Horizons at New Canaan Country School Inc | |||||||
| PO Box 997 | New Canaan | CT | 06840 | 060646765 | 501(c)3 | $10,000 | Distribution from donor advised fund |
| StreetSquash Inc | |||||||
| 40 West 116th Street | New York | NY | 10026 | 134061809 | 501(c)3 | $10,000 | Distribution from donor advised fund |
| IDEAL School of Manhattan | |||||||
| 314 West 91st Street | New York | NY | 10024 | 760800603 | 501(c)3 | $10,000 | Distribution from donor advised fund |
| Hedge Funds Care | |||||||
| 330 7th Avenue Suite 2B | New York | NY | 10001 | 431959796 | 501(c)3 | $100,000 | Distribution from donor advised fund |
| Planned Parenthood of Southern New England Inc | |||||||
| 345 Whitney Avenue | New Haven | CT | 06511 | 060263565 | 501(c)3 | $10,000 | Distribution from donor advised fund |
| Proctor Academy | |||||||
| PO Box 500 | Andover | NH | 03216 | 020222179 | 501(c)3 | $25,000 | Distribution from donor advised fund |
| Wellesly College | |||||||
| 106 Central Street | Wellesly | MA | 02481 | 042103637 | 501(c)3 | $53,732 | Distribution from donor advised fund |
| The Maritime Aquarium at Norwalk | |||||||
| 10 North Water Street | Norwalk | CT | 06854 | 061062912 | 501(c)3 | $10,000 | Distribution from donor advised fund |
| The Horace Mann School | |||||||
| 231 West 246th Street | Bronx | NY | 10471 | 131740455 | 501(c)3 | $15,000 | Distribution from donor advised fund |
| The Ecolint-American Foundation | |||||||
| 5824 Steeplechase Drive | Plano | TX | 75093 | 237056392 | 501(c)3 | $10,000 | Distribution from donor advised fund |
| Greenwich Country Day School | |||||||
| 401 Old Church Road | Greenwich | CT | 06830 | 060646657 | 501(c)3 | $65,000 | Distribution from donor advised fund |
| City of Lebanon | |||||||
| 51 North Park Street | Lebanon | NH | 03766 | 026000473 | 170(c)(1) | $20,000 | Charitable contribution |
| Granite United Way | |||||||
| Concord Street Floor 2 | Manchester | NH | 03301 | 026006033 | 501(c)3 | $6,975 | Charitable contribution |
| New Hampshire Humanities Council | |||||||
| 117 Pleasant Street | Concord | NH | 03301 | 020317350 | 501(c)3 | $10,000 | Charitable contribution |
| The Albert Schweitzer Fellowship | |||||||
| 330 Brookline Avenue | Boston | MA | 02215 | 131982786 | 501(c)3 | $10,000 | Charitable contribution |
| The Dream Program | |||||||
| PO Box 361 | Winooski | VT | 05404 | 260030908 | 501(c)3 | $7,457 | Charitable contribution |
| Campers APP | |||||||
| PO Box 791 | Quechee | VT | 05059 | 812021581 | $15,000 | Prizes and awards | |
| College Pulse LLC | |||||||
| Hinman Box 756 | Hanover | NH | 03755 | 812278479 | $10,000 | Prizes and awards | |
| Flux LLC | |||||||
| PO Box 318 | Hanover | NH | 03755 | 811363199 | $27,500 | Prizes and awards | |
| Lodestone Biomedical LLC | |||||||
| 14 Orchard Hill Lane | Hanover | NH | 03755 | 472187055 | $10,000 | Prize and awards | |
| Real LLC | |||||||
| 801 Richardson Drive | Harwood | MD | 20776 | 463928586 | $5,500 | Prizes and awards | |
| Zippity Cars | |||||||
| 13 Drake Lane | Lebanon | NH | 03784 | 811801704 | $22,500 | Prizes and awards | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 23 | Total501c3OrgCnt |
| Total Other Org | 6 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| Scholarships/Tuition Remission | 3581 | $169,611 | $150,266,610 | FMV | Student Scholarships/tuition remission and employee tuition reimbursement |
| Fellowships | 909 | $12,164,983 | $52,720 | FMV | Student Fellowships/Employment |
| Internships | 600 | $1,227,498 | Student Paid Internships | ||
| Health Insurance Subsidy | 679 | $13,985 | $2,434,657 | FMV | Subsidize health insurance cost for graduate students |
| Prizes and Awards | 521 | $448,678 | $50,735 | FMV | Achievement recognition awards to individual students |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Grants distributed by Dartmouth consist primarily of scholarships, fellowships and related support given to Dartmouth students. Scholarships are awarded based on the financial need of the student. Scholarship applications are reviewed by a financial aid officer. Financial aid officers are expected to recuse themselves from any case in which they either have a personal interest or feel they cannot be impartial. A random sampling of cases read by each undergraduate financial aid officer is reviewed by the Associate and Senior Associate Directors to ensure compliance with federal regulations, adherence to Dartmouth policies, consistency in results and accuracy. Scholarships are credited to an individual student's account through the Banner Student Information system after the student has enrolled for the term (these credits are included in "non-cash assistance" in Part III above) Scholarship funds are withdrawn if the student ceases to be enrolled. Fellowships are granted in support of a student's educational or research endeavors. All educational and research work is monitored by Dartmouth faculty. The Dartmouth Entrepreneurial Network (DEN) has educational and funding programs that promote entrepreneurship within the Dartmouth College community. Prizes and awards reported in Part II represent DEN programs that include startup competitions which are open to Dartmouth College students, faculty, staff and alumni. Entries are evaluated by a group of Dartmouth College alumni, entrepreneurs and expert business practitioners, on the basis of which businesses are most likely to create significant social and/or economic value. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Philip Hanlon | ||||||||||||||
| President | $968,386 | $0 | $0 | $0 | $134,912 | $0 | $183,850 | $0 | $61,587 | $0 | $1,348,735 | $0 | $80,000 | $0 |
| Carolyn Dever | ||||||||||||||
| Provost | $715,618 | $0 | $0 | $0 | $0 | $0 | $23,850 | $0 | $69,155 | $0 | $808,623 | $0 | $0 | $0 |
| Richard Mills | ||||||||||||||
| EVP | $642,879 | $0 | $0 | $0 | $124 | $0 | $23,850 | $0 | $15,337 | $0 | $682,190 | $0 | $0 | $0 |
| Michael Wagner | ||||||||||||||
| CFO | $355,382 | $0 | $0 | $0 | $110 | $0 | $23,850 | $0 | $17,243 | $0 | $396,585 | $0 | $0 | $0 |
| Duane Compton | ||||||||||||||
| Dean, Geisel | $352,463 | $0 | $150,000 | $0 | $0 | $0 | $23,173 | $0 | $10,543 | $0 | $536,179 | $0 | $0 | $0 |
| Robert Donin | ||||||||||||||
| General Counsel | $499,789 | $0 | $0 | $0 | $297 | $0 | $23,850 | $0 | $6,669 | $0 | $530,605 | $0 | $0 | $0 |
| Lisa Hogarty | ||||||||||||||
| VP Campus Services (thru 10/2016) | $295,825 | $0 | $0 | $0 | $29,811 | $0 | $23,850 | $0 | $9,098 | $0 | $358,584 | $0 | $0 | $0 |
| Robert Lasher | ||||||||||||||
| Sr VP for Advancement | $497,415 | $0 | $119,543 | $0 | $0 | $0 | $23,850 | $0 | $5,870 | $0 | $646,678 | $0 | $0 | $0 |
| Michael Mastanduno | ||||||||||||||
| Dean of Faculty | $412,831 | $0 | $0 | $0 | $297 | $0 | $23,850 | $0 | $16,071 | $0 | $453,049 | $0 | $0 | $0 |
| Pamela Peedin | ||||||||||||||
| Chief Investment Officer(thru 03/17) | $574,708 | $0 | $873,800 | $0 | $1,159 | $0 | $23,850 | $0 | $0 | $0 | $1,473,517 | $0 | $0 | $0 |
| Matthew Slaughter | ||||||||||||||
| Dean, Tuck School of Business | $784,554 | $0 | $0 | $0 | $14 | $0 | $23,850 | $0 | $11,884 | $0 | $820,302 | $0 | $0 | $0 |
| Alan Green | ||||||||||||||
| Chair, Department of Psych | $659,536 | $0 | $0 | $0 | $143 | $0 | $23,850 | $0 | $8,008 | $0 | $691,537 | $0 | $0 | $0 |
| Megan Hammond | ||||||||||||||
| Mng Director, Investment Office | $320,510 | $0 | $340,099 | $0 | $1,721 | $0 | $23,850 | $0 | $18,972 | $0 | $705,152 | $0 | $0 | $0 |
| Kelsey Morgan | ||||||||||||||
| Deputy Chief Investment Officer | $302,940 | $0 | $354,889 | $0 | $1,159 | $0 | $18,550 | $0 | $14,724 | $0 | $692,262 | $0 | $0 | $0 |
| Elizabeth Teisberg | ||||||||||||||
| Professor | $156,891 | $0 | $0 | $0 | $1,500,000 | $0 | $12,471 | $0 | $4,769 | $0 | $1,674,131 | $0 | $0 | $0 |
| Michael Sullivan | ||||||||||||||
| Mng Director, Investment Office | $309,549 | $0 | $346,188 | $0 | $1,159 | $0 | $23,850 | $0 | $14,119 | $0 | $694,865 | $0 | $0 | $0 |
| Martin Wybourne | ||||||||||||||
| Sr. VP Rsrch; Fm Interim Prov | $381,868 | $0 | $0 | $0 | $550 | $0 | $23,850 | $0 | $4,841 | $0 | $411,109 | $0 | $0 | $0 |
| Ann Root Keith | ||||||||||||||
| COO Adv; Fmr Interim VP Dev | $272,165 | $0 | $15,000 | $0 | $7,611 | $0 | $23,850 | $0 | $15,145 | $0 | $333,771 | $0 | $0 | $0 |
| Richard Freeman Jr | ||||||||||||||
| Fmr Chair,Dept of Surgery | $57,401 | $0 | $0 | $0 | $771,988 | $0 | $4,828 | $0 | $0 | $0 | $834,217 | $0 | $0 | $0 |
| Wiley Souba | ||||||||||||||
| Prof & Fmr Dean,Geisel | $382,411 | $0 | $0 | $0 | $0 | $0 | $23,850 | $0 | $11,697 | $0 | $417,958 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | First-class travel Dartmouth travel policy allows for first or business class air travel for business purposes in limited circumstances. Consistent with this policy, on infrequent occasions senior officers flew first class with the President's approval. The lack of a major commercial airport within 80 miles of Dartmouth requires use of charter air travel to fulfill the business travel requirements of the President. For this reason, the President and certain senior officers had access for business purposes to charter flight service, the cost of which was fully defrayed by private donations designated for this purpose. Travel for companions The President's wife, who is also an employee of Dartmouth, traveled with him for business purposes including participating in alumni events and meetings with key constituent donors on Dartmouth's behalf. Tax indemnification and gross-up payments During calendar 2016, Dartmouth elected to pay the tax obligations that arose from certain compensation transactions for four individuals. These payments were treated as taxable compensation. Housing Allowance or residence for personal use Dartmouth provided housing for the President and Provost. These arrangements were for Dartmouth's convenience and a condition of employment and therefore were not taxable to the individuals. Personal Services Dartmouth provided housekeeping services for cleaning and maintaining the President's house. The value of services provided for personal living space was recognized as imputed income to the President. |
| Part I, Lines 4a-b | Participate in or receive payments from Nonqualified Retirement Plans Dartmouth provided the President with a nonqualified 457(f) supplemental retirement plan. The Plan provided for annual credits to the plan subject to vesting requirements based on continuation of employment through set dates. The President received $120,000, and accrued $160,000 relative to the Plan during the calendar year 2016. $80,000 of the deferred compensation received had been reported in prior years, as reflected in Column F. Received a severance payment or change of control payment: Elizabeth Teisberg retired from her position as a professor at the Geisel School of Medicine, effective June 30, 2016. She received a severance payment in the amount of $1,500,000 during the calendar year 2016. Richard Freeman resigned from his position as Chair of the Department of Surgery and professor at the Geisel School of Medicine, effective December 31, 2015. He received a severance payment in the amount of $771,988 during the calendar year 2016. |
| Part I, Line 5 | A portion of the incentive bonus for investment office employees is based on meeting certain return targets. A portion of the performance bonus for the Sr. VP of Advancement is based on achieving certain advancement goals. |
| Part I, Line 7 | Duane Compton, Interim Dean of Geisel School of Medicine, received a performance bonus of $150,000 during calendar year 2016. Robert Lasher, Senior Vice President for Advancement, received a performance bonus of $119,543 during calendar year 2016. Ann Root Keith, COO of Advancement and former Interim VP of Development, received a performance bonus of $15,000 during calendar year 2016. Pamela Peedin, Chief Investment Officer, received incentive compensation of $873,800 during calendar year 2016. Kelsey Morgan, Deputy Chief Investment Officer, received incentive compensation of $354,889 during calendar year 2016. Megan Hammond, Managing Director in the Investment Office, received incentive compensation of $340,099 during calendar year 2016. Michael Sullivan, Managing Director in the Investment Office, received incentive compensation of $346,188 during calendar year 2016. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| New Hampshire Health & Educ Facilities Authority | ||||||||
| A | 020279866 | 644614FP9 | 2003-03-12 | $113,250,000 | Refund 6-1-93 issue | 0 | 0 | 0 |
| New Hampshire Health & Educ Facilities Authority | ||||||||
| B | 020279866 | 644614RV3 | 2007-04-05 | $90,000,000 | Issue cost, new construction, capital renovations, equipment | 0 | 0 | 0 |
| New Hampshire Health & Educ Facilities Authority | ||||||||
| C | 020279866 | 644614YG8 | 2009-06-18 | $207,389,690 | Refund 12-17-98 & 12-1-99 issues, issue cost, new constr, cap renov | Yes (1) | 0 | 0 |
| New Hampshire Health & Educ Facilities Authority | ||||||||
| D | 020279866 | 2015-08-06 | $101,000,000 | Refund 04-01-02 series 2002 issue | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capitalized InterestCapitalizedInterestAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Bond DefeasedBondDefeasedAmt | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,125,000 | $1,125,000 | Yes (1) | 0 | Yes (1) | Yes (1) | |||||
| B | $93,437,682 | $471,429 | 0 | 0 | Yes (1) | Yes (1) | $3,437,682 | $89,528,571 | 2009 | ||
| C | $164,890,998 | $1,042,393 | Yes (1) | 0 | Yes (1) | Yes (1) | $152,473 | $163,696,132 | 2012 | $146,075,000 | |
| D | $101,000,000 | Yes (1) | 0 | Yes (1) | Yes (1) | 2005 | $101,000,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Private Bus Concerning UBIPrivateBusConcerningUBIPct |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||||
| B | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | 0.00890 | 0.00890 | |
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | 0.00690 | 0.00720 | 0.00030 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) | |||
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part II, Entity 1, Line 3, Col A | The difference between issue price and total proceeds = ($112,125,000) to refinance prior issue. |
| Part II, Entity 1, line 3, Col B | The difference between issue price and total proceeds equals $3,437,682 of investment income. |
| Part II, Entity 1, Line 2, Col C | $146,075,000 of the series 2009 issue was defeased by 2016A issue on April 29, 2016. |
| Part II, Entity 1, line 3, Col C | The difference between issue price and total proceeds equals the sum of ($42,651,166) to refinance prior issues and $152,473 of investment income. |
| Part II, Entity 2, Line 2, Col A | The outstanding balance of the 2007A issue ($89,665,000) was refunded by the 2015C ($45,000,000) and 2015D ($44,665,000) issues on August 06, 2015. |
| Part II, Entity 2, Line 6, Col B | As reflected in the IRS Form 8038 that was filed in connection with the issuance of the Series 2016A bonds, 100% of the proceeds of the issue were deposited on the issue date of the Series 2016A bonds in an irrevocable escrow fund to advance refund certain tax-exempt obligations issued for the benefit of the College in 2009. As reflected in a Verification Report dated April 29, 2016, which was prepared by a third party in connection with the issuance of the Series 2016A bonds, the aggregate yield of the investments in such escrow fund is less than the yield on the Series 2016A bonds for the yield computation period during which amounts in the escrow fund will remain unspent. Accordingly, no rebate liability has arisen or will arise under Code Section 148(f) with respect to the Series 2016A bonds, and no rebate computation was required to be prepared in connection with the Series 2016A bonds. |
| Part IV, Entity 1, line 2c, Col C | Arbitrage rebate calculation was prepared on November 8, 2013. The computation period was June 19, 2009 through June 18, 2013. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| New Hampshire Health & Educ Facilities Authority | |||||||
| A | 020279866 | 2015-08-06 | $89,665,000 | Refund 04-05-07 series 07A issue | 0 | 0 | 0 |
| New Hampshire Health & Educ Facilities Authority | |||||||
| B | 020279866 | 2016-04-29 | $165,000,000 | Direct purchase that partially defeased 06-18-09 09A issue. | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Refunding EscrowRefundingEscrowAmt |
|---|---|---|---|---|---|---|---|---|
| A | $89,665,000 | $89,665,000 | 2009 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $165,000,000 | $5,945,143 | 2012 | 0 | Yes (1) | Yes (1) | Yes (1) | $159,054,857 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | 0.00880 | 0.00000 | 0.00880 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | Yes (1) | 0.00050 | 0.00010 | 0.00060 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| TPG Group | |||
| Dartmouth Trustee and TPG Founding Partner | $100,024 | Capital Contribution | 0 |
| TPG Group | |||
| Dartmouth Trustee and TPG Founding Partner | $1,278,971 | Capital Distribution | 0 |
| Mary Donin | |||
| Spouse of Key Employee | $13,308 | Calendar 2016 compensation as an employee | 0 |
| Gail Gentes | |||
| Spouse of Officer | $74,327 | Calendar 2016 compensation as an employee | 0 |
| Paul Young | |||
| Spouse of Officer | $144,131 | Calendar 2016 compensation as an employee | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 38 | ContributionCnt |
| Noncash Contributions Rpt F990 | $41 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | $1 per donor credit | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | $1 per donor credit | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 944 | ContributionCnt |
| Noncash Contributions Rpt F990 | $41,730,860 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,503 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | $1 per donor credit | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | $1 per donor credit | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Self-created items | 5 | $6 | $1 per donor credit |
| Yes (X) | Horses & equipment | 4 | $4 | $1 per donor credit |
| Yes (X) | Specialized Equipment or Instruments | 3 | $3 | $1 per donor credit |
| Yes (X) | Miscellaneous | 3 | $3 | $1 per donor credit |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 10 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Column (b): | The number of contributions for publicly traded securities is determined by counting each set of securities donated. For all other contributions, the number is determined by the number of contributions comprising the specific type of donation. |
| Part I, Line 32b: | Dartmouth occasionally uses third parties, including auction houses, to sell specialized items such as jewelry and art. |
| Part I, Line 33: | Pursuant to Accounting Standards Codification 958 (ASC 958), Dartmouth does not capitalize its collections, including works of art, literary works, historical treasures and artifacts that are maintained in its museums and libraries. Non-cash contributions of this nature are, therefore, not recognized as revenue for financial statements purposes, except for a nominal value of $1 each. These collections are protected and preserved for public exhibition, education, research and the furtherance of public service. Other non-cash contributions with no readily ascertainable fair value or which are deemed immaterial are not recognized as revenue for financial statement purposes, except for a nominal value of $1 each. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The 990 review process is as follows: A draft of the completed Form 990 is sent to the Audit Committee and a draft of the sections concerning compensation is sent to the Organizational Strategy and Compensation Committee. The Organizational Strategy and Compensation Committee may contact management or the Audit Committee with any questions or concerns on the compensation sections. The Audit Committee then meets with senior management personnel to review the process by which the Form 990 was prepared, discuss any items of significance, and resolve any questions. The Audit Committee then votes to accept the Form 990 based on management's representations. Prior to the return being filed, a draft of the complete Form 990 is provided to the full board. At the next meeting of the Board of Trustees, the Audit Committee reports to the full Board on the results of its review. |
| Form 990, Part VI, Section B, line 12c | Compliance with Dartmouth's institution-wide Conflict of Interest policy (www.dartmouth.edu/~osp/resources/policies/dartmouth/cofinterest.html) is required by College policy. Compliance is monitored by the Office of the General Counsel, which reviews information concerning potential conflicts solicited from approximately 390 trustees, faculty, and staff members each year. Compliance with the requirements of the Policy concerning researchers engaged in externally sponsored research is enforced and monitored by the Office of the Provost, and particularly by the Office of Sponsored Projects and the Conflict of Interest Committee of the Council on Sponsored Activities which, in accordance with federal regulations, solicit information from researchers concerning financial interests that may affect or be affected by proposed research. In addition, the Office of the General Counsel and the Investment Office monitor compliance with the Policy on Pecuniary Benefit Transactions and Related Party Investments. |
| Form 990, Part VI, Section B, line 15 | The process for determining the compensation of Dartmouth's President and other officers and key employees is as follows: (1) Comparability data are gathered by the Chief Human Resources Officer from a compensation survey conducted by a nationally-known compensation consulting firm. (2) Recommendations for compensation adjustments for officers and key employees are prepared by the President, using comparability data and a review of the employee's performance. (3) The President's recommendations are presented for approval to the Organizational Strategy and Compensation Committee of the Board, together with the comparability data. (4) Comparability data for the President's compensation is also presented to the Organizational Strategy and Compensation Committee by the Chief Human Resources Officer. The Board of Trustees approves the President's compensation. The President and the Investment Committee jointly approve the Chief Investment Officer's compensation. |
| Form 990, Part VI, Section C, line 19 | Dartmouth makes its governing document (The Charter of Dartmouth College), conflict of interest policies and financial statements available to the public by posting these documents on its website. |
| Form 990, Part XI, line 9: | Net unrealized change in value of non-investment items 145,356,260. Net change in split-interest agreements 9,302,555. |
| Form 990 Part IV, Line 28c, Business Transactions with Interested Persons: | A special and rigorous conflict-of-interest policy applies to Dartmouth investments with firms in which related parties (e.g., Trustees or non-Trustee Investment Committee members) have a financial interest. Under the New Hampshire Pecuniary Benefit Law (Revised Statutes Annotated, Chapter 7:19-a) and Dartmouth's Policy on Pecuniary Benefit Transactions and Related Party Investments, such investments are strictly regulated. Before such an investment may be made, the Investment Office must submit to the Board of Trustees an analysis (1) documenting the past performance of funds managed by the firm in question; and (2) comparing the terms of the proposed investment with the terms of other recent similar investments not involving related parties. The analysis must also document that Dartmouth's investment would not comprise more than 10% of the fund and that other institutional investors have committed to participate in the same fund. Based on this information, the proposed investment is considered by the Investment Committee of the Board of Trustees, the Audit Committee, and the full Board. In each instance, any Trustee or non-Trustee Investment Committee member associated with the firm involved in the investment must be recused from the discussion and vote. The investment may not be made unless the Investment Committee, the Audit Committee and the Board each give their approval by a two-thirds vote. Approval requires a finding that the proposed investment is fair and reasonable to Dartmouth and that it is no less favorable than the terms of similar recent investments made by Dartmouth not involving related parties. In accordance with State law, a notice of the proposed investment--identifying the related party, the investment firm, and the amount of the investment--is then filed with the State Attorney General's Office and published in the local daily newspaper. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|
| Tuck Capital Partners Management LLC | |||||||
| 100 Tuck Hall | Hanover | NH | 03755 | 475516892 | Investments | NH | Trustees of Dartmouth College |
| TuckDEN Ventures Management LLC | |||||||
| 100 Tuck Hall | Hanover | NH | 03755 | 475535191 | Investments | NH | Trustees of Dartmouth College |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dartmouth Educational Loan Corporation | ||||||||||||
| 7 Lebanon St Suite 302 | Hanover | NH | 03755 | 020362923 | Educational Loans | NH | 501(c)(3) | Line 12a, I | Trustees of Dartmouth College | Yes (1) | ||
| Centerra Marketplace Inc | ||||||||||||
| 7 Lebanon St Suite 302 | Hanover | NH | 03755 | 043369425 | Real Estate Holding | NH | 501(c)(25) | Trustees of Dartmouth College | Yes (1) | |||
| Seven Lebanon Street Inc | ||||||||||||
| 7 Lebanon St Suite 302 | Hanover | NH | 03755 | 020514301 | Real Estate Holding | NH | 501(c)(25) | Trustees of Dartmouth College | Yes (1) | |||
| South Street Downtown Holdings Inc | ||||||||||||
| 7 Lebanon St Suite 302 | Hanover | NH | 03755 | 020518373 | Real Estate Holding | NH | 501(c)(25) | Trustees of Dartmouth College | Yes (1) | |||
| Foundation for Jewish Life at Dartmouth | ||||||||||||
| 7 Lebanon St Suite 302 | Hanover | NH | 03755 | 020486238 | Real Estate Holding | NH | 501(c)(2) | Trustees of Dartmouth College | Yes (1) | |||
| Hamden Assurance Risk Retention Group Inc | ||||||||||||
| 30 Main Street Suite 330 | Burlington | VT | 05401 | 208530788 | Insurance | VT | 501(c)(3) | Line 12a, I | Dartmouth-Hitchcock Clinic | 0 | ||
| Dartmouth College Trust | ||||||||||||
| 7 Lebanon St Suite 302 | Hanover | NH | 03755 | Fundraising | Trustees of Dartmouth College | Yes (1) | UK | |||||
| The Dartmouth Educational Association | ||||||||||||
| 3 Stoneview Lane | Sharon | MA | 02067 | 046045227 | Educational Loans | MA | 501(c)(3) | Line 12c, III-FI | 0 | N/A | ||
| Dartmouth-Hitchcock Medical Center | ||||||||||||
| One Medical Center Drive | Lebanon | NH | 037560001 | 222715483 | Health Care Administration | NH | 501(c)(3) | Line 12a, I | 0 | N/A | ||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sarofim Multifamily Partners II LP | ||||||||||||||||||||
| 8115 Preston Rd Suite 400 | Dallas | TX | 75225 | 208782507 | Real Estate Investment | TX | N/A | Investment | $1,296,142 | -$5,083,845 | 0 | 0 | 0.50130 | |||||||
| Tuck Capital Partners LP | ||||||||||||||||||||
| 100 Tuck Hall | Hanover | NH | 03755 | 383983593 | Investments | NH | Exempt | 0 | Yes (1) | 0.99000 | Trustees of Dartmouth College | |||||||||
| TuckDEN Ventures LP | ||||||||||||||||||||
| 100 Tuck Hall | Hanover | NH | 03755 | 300887557 | Investments | NH | Exempt | 0 | Yes (1) | 0.99000 | Trustees of Dartmouth College | |||||||||
| TPH Midstream Opportunities Fund LP | ||||||||||||||||||||
| 475277851 | Investments | N/A | Investment | $489,198 | $51,925,234 | 0 | 0 | 0.69990 | 27 Hospital Rd Walker Corp Ltd | George Town | Grand Cayman | CJ | KY1-9008 | CJ | ||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| Charitable Remainder Unitrusts (91) | ||||
| Fundraising/Development | NH | Trustees of Dartmouth College | T | 0 |
| Pooled Income Funds (3) | ||||
| Fundraising/Development | NH | Trustees of Dartmouth College | T | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (17 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Dartmouth Educational Loan Corporation | ||
| A | $2,102,100 | Cost |
| Dartmouth Educational Loan Corporation | ||
| R | $2,741,454 | Cost |
| Dartmouth Educational Loan Corporation | ||
| L | $288,921 | Cost |
| Dartmouth Educational Loan Corporation | ||
| Q | $123,605 | Cost |
| Foundation for Jewish Life at Dartmouth | ||
| L | $90,783 | Cost |
| Foundation for Jewish Life at Dartmouth | ||
| S | $79,701 | Cost |
| Foundation for Jewish Life at Dartmouth | ||
| R | $174,075 | Cost |
| Seven Lebanon Street Inc | ||
| K | $1,413,327 | Cost |
| Seven Lebanon Street Inc | ||
| L | $132,281 | Cost |
| South Street Downtown Holdings Inc | ||
| L | $197,870 | Cost |
| South Street Downtown Holdings Inc | ||
| K | $253,353 | Cost |
| South Street Downtown Holdings Inc | ||
| S | $350,000 | Cost |
| Centerra Marketplace Inc | ||
| S | $4,165,049 | Cost |
| TPH Midstream Opportunities Fund | ||
| B | $50,000,000 | Cost |
| Charitable Remainder Trusts(7) | ||
| S | $2,595,534 | Cost |
| Dartmouth College Trust | ||
| C | $176,917 | Cost |
| Sarofim Multifamily Partners II LP | ||
| S | $3,500,000 | Cost |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part IV, Charitable Remainder Trusts and Pooled Income Funds | FormAndLineReferenceDesc |
| Explanation | Dartmouth College controls a total of 91 Charitable Remainder Trusts and 3 Pooled Income Funds, all domiciled in the State of New Hampshire. | ExplanationTxt |