TRUSTEES OF MOUNT HOLYOKE COLLEGE: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: TRUSTEES OF MOUNT HOLYOKE COLLEGE (EIN 04-2103578)
Tax period: 2015-07-01 to 2016-06-30
Filed: 2017-05-10
IRS object ID: 201701329349303175
Schema version: 2015v3.0
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 L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-05-10T15:15:15-07:00	ReturnTs
Tax Period End	2016-06-30	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2015-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042103578	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE TRUSTEES OF MOUNT HOLYOKE COLLEGE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	TRUS	BusinessNameControlTxt
Phone	4135383674	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	50 College Street	AddressLine1Txt
City	South Hadley	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01075	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Ellen Rutan	PersonNm
Person Title	Comptroller	PersonTitleTxt
Phone	4135382713	PhoneNum
Signature	2017-05-12	SignatureDt

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	Mount Holyoke College	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	Sonya Stephens	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	50 College Street	AddressLine1Txt
City	South Hadley	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01075	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$275,381,756	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.mtholyoke.edu	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1836	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	The mission of Mount Holyoke College is to provide an intellectually adventurous education in the liberal arts and sciences through academic programs recognized internationally for their excellence and range; to draw students from all backgrounds into an exceptionally diverse and inclusive learning community with a highly accomplished, committed, and responsive faculty and staff; to continue building on the College's historic legacy of leadership in the education of women; and to prepare students, through a liberal education integrating curriculum and careers, for lives of thoughtful, effective, and purposeful engagement in the world.	ActivityOrMissionDesc
Voting Members Governing Body	30	VotingMembersGoverningBodyCnt
Voting Members Independent	28	VotingMembersIndependentCnt
Total Employee	3277	TotalEmployeeCnt
Total Volunteers	1376	TotalVolunteersCnt
Total Gross UBI	$327,148	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$26,816,781	PYContributionsGrantsAmt
CY Contributions Grants	$59,377,192	CYContributionsGrantsAmt
PY Program Service Revenue	$106,827,292	PYProgramServiceRevenueAmt
CY Program Service Revenue	$106,272,005	CYProgramServiceRevenueAmt
PY Investment Income	$35,218,177	PYInvestmentIncomeAmt
CY Investment Income	$6,805,080	CYInvestmentIncomeAmt
PY Other Revenue	$19,307,875	PYOtherRevenueAmt
CY Other Revenue	$19,199,928	CYOtherRevenueAmt
PY Total Revenue	$188,170,125	PYTotalRevenueAmt
CY Total Revenue	$191,654,205	CYTotalRevenueAmt
PY Grants And Similar Paid	$50,478,294	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$49,587,122	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$81,252,067	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$85,436,643	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$7,486,531	CYTotalFundraisingExpenseAmt
PY Other Expenses	$56,512,272	PYOtherExpensesAmt
CY Other Expenses	$55,925,291	CYOtherExpensesAmt
PY Total Expenses	$188,242,633	PYTotalExpensesAmt
CY Total Expenses	$190,949,056	CYTotalExpensesAmt
PY Revenues Less Expenses	-$72,508	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$705,149	CYRevenuesLessExpensesAmt
Total Assets BOY	$963,616,485	TotalAssetsBOYAmt
Total Assets EOY	$971,834,865	TotalAssetsEOYAmt
Total Liabilities BOY	$170,856,764	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$201,002,209	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$792,759,721	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$770,832,656	NetAssetsOrFundBalancesEOYAmt
Mission	Mount Holyoke College is a highly selective, nondenominational, residential, research liberal arts college for women. The College's long, distinguished history of educating leaders arises from a powerful combination of academic excellence in a global learning environment. As the first of the Seven Sisters-the female equivalent of the once predominantly male Ivy League-Mount Holyoke has led the way in women's education, preparing students for purposeful engagement in the world.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$129,553,591	ExpenseAmt
Grant	$49,587,122	GrantAmt
Revenue	$101,675,037	RevenueAmt
Desc	Instruction, Research, Academic Support and Library Services Mount Holyoke College enrolls approximately 2,200 undergraduate students who benefit from small group instruction in a diverse college community with a student-to-faculty ratio of 10 to 1. Mount Holyoke's 200 accomplished faculty members are innovative teachers dedicated to their students. They are also active scholars, research scientists, and creative artists passionate about their disciplines. The College offers 51 departmental and interdepartmental majors. Through the liberal arts education, students explore art, literature, languages, philosophy, politics, history, mathematics and science rather than choosing one specialized track of study. The liberal arts also transcend the classroom. Students gain a complex understanding of the world in which they live through internships, study abroad, community-based learning, volunteer work and independent research. An integral part of the college community, Library and Information Technology Services facilitates the creative use of information and technology. It supports the educational priorities of the College by providing instruction, materials, staff expertise and equipment to sustain learning, teaching, research and the College's administrative functions.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$28,559,103	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$12,568,522	RevenueAmt
Desc	Student Services and Residential Life Engagement, peer mentorship and self governance are the foundations of Mount Holyoke's residential program. To this end, most residence halls house members of all four classes. Approximately one-fourth of the rooms in each residence hall are for entering students. The result is an interesting blend of experience within each residence hall. The College offers housing in many configurations to meet the developing needs of students. Each residence hall is unique in design and character. Along with being committed to academic success, Mount Holyoke cares about the overall well being of students. The College offers a range of health, counseling and public safety services to support the needs of its students. The Office of Student Programs supports 150 student organizations and presents a wide array of cultural, entertainment and social events, in addition to advising on event planning, new ideas, leadership skills and general student organization dynamics.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$8,941,041	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$10,816,890	RevenueAmt
Desc	Dining Services At Mount Holyoke College, dining is an integral part of a student's educational experience. Students meet at mealtimes in friendly conversation, often with faculty as their invited guests. This hospitality and exchange is an important tradition on campus. Dining Services is responsible for administering a comprehensive board program in six residential dining locations, the Kendade Atrium Cafe, and the campus café, and is responsible for all campus center cash operations, vending, a bakery, and a warehouse. The qualified and experienced culinary production and service staff are committed to providing high quality and nutritious food in all dining operations.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$0	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$0	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$0	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$167,053,735	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	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	0	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	0	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	0	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	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	2540	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	3277	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	CJ	ForeignCountryCd
Foreign Country	EI	ForeignCountryCd
Foreign Country	FR	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	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	30	GoverningBodyVotingMembersCnt
Independent Voting Member	28	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (1)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	Ellen Rutan - Comptroller	PersonNm
Phone	4135382713	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	50 College St	AddressLine1Txt
City	South Hadley	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01075	ZIPCd

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

Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Barbara Baumann
Chair, Board of Trustees	8	0.1	Yes (X)	$0	$0	$0
Jeanne E Amster
Trustee	4	0.1	Yes (X)	$0	$0	$0
Casey Accardi
Trustee	2	0.1	Yes (X)	$841	$0	$0
Ann Blake
Alumna Trustee	2	0.1	Yes (X)	$0	$0	$0
Catherine Burke
Alumna Trustee	4	2.1	Yes (X)	$0	$0	$0
Barbara Moakler Byrne
Trustee	4	0.1	Yes (X)	$0	$0	$0
Debra Martin Chase
Trustee	2	0.1	Yes (X)	$0	$0	$0
Katherine E Collins
Trustee	6	0.1	Yes (X)	$0	$0	$0
Helen Gannon Drinan
Trustee	2	0.1	Yes (X)	$0	$0	$0
Carrianna Field
Alumna Trustee	4	0.1	Yes (X)	$0	$0	$0
Ellen J Flannery
Trustee	4	0.2	Yes (X)	$0	$0	$0
Elizabeth Cochary Gross
Trustee	2	0.1	Yes (X)	$0	$0	$0
Heather Harde
Trustee	2	0.1	Yes (X)	$0	$0	$0
Karen Hendricks
Alumna Trustee	2	0.1	Yes (X)	$0	$0	$0
Marcia Kropf
Alumna Trustee	2	35.1	Yes (X)	$0	$0	$0
Mindy McWilliams Lewis
Vice Chair, Board of Trustees	4	0.1	Yes (X)	$0	$0	$0
Chau Ly
Trustee	2	0.1	Yes (X)	$0	$0	$0
Natasha Mohanty
Trustee	2	0.1	Yes (X)	$0	$0	$0
Ellen Hyde Pace
Trustee	4	0.1	Yes (X)	$0	$0	$0
Elizabeth A Palmer
Trustee	6	0.1	Yes (X)	$0	$0	$0
Jennifer Rochlis
Trustee	2	0.1	Yes (X)	$0	$0	$0
Karena Strella
Trustee	4	0.1	Yes (X)	$0	$0	$0
Mona Sutphen
Trustee	2	0.1	Yes (X)	$0	$0	$0
Kaitlyn Szydlowski
Trustee	2	0.1	Yes (X)	$0	$0	$0
Michelle Toh
Trustee	2	0.1	Yes (X)	$0	$0	$0
Louise Wasso
Trustee	4	0.1	Yes (X)	$0	$0	$0
Sherrie Westin
Trustee	2	0.1	Yes (X)	$0	$0	$0
Elizabeth Wharff
Alumna Trustee	2	0.1	Yes (X)	$0	$0	$0
David Wilson
Trustee	4	0.1	Yes (X)	$0	$0	$0
Sarah Xefos
Trustee	2	0.1	Yes (X)	$0	$0	$0
Lynn Pasquerella
President	40	1.0	Yes (X)	$468,392	$0	$35,982	Yes (X)
Sonya Stephens
VP for Academic Affairs & Dean of Faculty	40	0		$242,149	$0	$43,957	Yes (X)
Shannon D Gurek
VP for Finance & Administration & Treasurer	40	1.0		$233,586	$0	$41,036	Yes (X)
Kassandra Jolley
Vice President for Advancement	40	0		$0	$0	$0	Yes (X)
Christine Hutchins
VP for Marketing & Communications	40	0		$196,901	$0	$39,206	Yes (X)
Cerri Banks
VP for Student Affairs & Dean of the College	40	0		$191,263	$0	$45,987	Yes (X)
Lenore Reilly
Secretary of the College	40	1.0		$145,836	$0	$22,392	Yes (X)
Julie Tyson
Interim Vice President for Advancement	40	0		$153,622	$0	$37,039	Yes (X)
Gail Berson
VP for Enrollment & Dean of Admission	40	0		$164,137	$0	$18,687	Yes (X)
Eva Paus
Professor of Economics & Dir of Ctr for Global Initiatives	40	0		$168,801	$0	$37,272		Yes (X)
Alexander Wirth-Cauchon
CIO & Executive Director of Library Information & Technology Services	40	0		$173,192	$0	$26,643		Yes (X)
Sheila Browne
Professor of Chemistry	40	0		$202,161	$0	$7,153		Yes (X)
Jonathan Lipman
Professor of History	40	0		$193,938	$0	$16,749		Yes (X)
John Stomberg
Director of Art Museum	40	0		$168,956	$0	$16,917		Yes (X)
Diane Anci
Former VP for Enrollment & Dean of Admission	40	0		$173,405	$0	$11,351			Yes (X)
Christopher Benfey
Former VP for Academic Affairs & Dean of Faculty	40	0		$150,840	$0	$34,298			Yes (X)
Sarah Sutherland
Former Secretary of the College	40	0		$114,638	$0	$19,609			Yes (X)
MaryAnne Young
Former VP for Advancement	40	0		$123,262	$0	$29,365			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,265,920	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$483,643	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	123	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	Address Line2ContractorAddress/USAddress/AddressLine2Txt
Cambridge Associates LLC
100 Summer Street	Boston	MA	021102112	Investment Consulting	$965,000
Bergmeyer Associates Inc
51 Sleeper Street	Boston	MA	02210	Architectural Design	$624,409
Cedar Rock Capital Partners LLC
11 Broadway Suite 965	NY	NY	10019	Investment Management	$342,418
Silchester International Investors
780 Third Ave Fl 42	NY	NY	10017	Investment Management	$319,819
Lone Cascade LP
C/O Lone Pine Members LLC	Greenwich	CT	06830	Investment Management	$237,853	2 Greenwich Plaza

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	18	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$0	FederatedCampaignsAmt
Membership Dues	$0	MembershipDuesAmt
Fundraising	$14,705	FundraisingAmt
Related Organizations	$0	RelatedOrganizationsAmt
Government Grants	$4,502,221	GovernmentGrantsAmt
All Other Contributions	$54,860,266	AllOtherContributionsAmt
Noncash Contributions	$5,003,543	NoncashContributionsAmt
Total Contributions	$59,377,192	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Tuition and Fees	611310	$93,755,176	$93,755,176	$0	$0
Room and Other Board	611310	$12,494,943	$12,494,943	$0	$0
Educational Performances	611310	$21,886	$21,886	$0	$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$106,272,005	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,724,887	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$714,033	UnrelatedBusinessRevenueAmt
Exclusion	$6,438,920	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$30,494	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$30,494	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$330	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$330	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$512,180	RealAmt
Personal	$0	PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$360,917	RealAmt
Personal	$0	PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$151,263	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$151,263	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$151,263	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$81,042,480	SecuritiesAmt
Other	$406,923	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$80,399,704	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$642,776	SecuritiesAmt
Other	$406,923	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,049,699	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$781,221	UnrelatedBusinessRevenueAmt
Exclusion	$268,478	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$6,215	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$14,705	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$6,284	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$69	TotalRevenueColumnAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	-$69	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$13,917,952	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$2,960,646	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,957,306	TotalRevenueColumnAmt
Related Or Exempt Func Income	$10,890,469	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$66,837	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Educational Conferences	721000	$804,816	$654,538	$150,278	$0
Public Safety Collaborative	611310	$2,608,974	$2,608,974	$0	$0

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,677,308	TotalRevenueColumnAmt
Related Or Exempt Func Income	$4,634,463	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$42,845	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$8,091,098	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$191,654,205	TotalRevenueColumnAmt
Related Or Exempt Func Income	$125,060,449	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$327,148	UnrelatedBusinessRevenueAmt
Exclusion	$6,889,416	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$448,341	TotalAmt
Program Services	$448,341	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$37,467,727	TotalAmt
Program Services	$37,467,727	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$11,671,054	TotalAmt
Program Services	$11,671,054	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$2,595,467	TotalAmt
Program Services	$953,307	ProgramServicesAmt
Management And General	$1,287,947	ManagementAndGeneralAmt
Fundraising	$354,213	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$62,891,956	TotalAmt
Program Services	$56,053,034	ProgramServicesAmt
Management And General	$4,040,945	ManagementAndGeneralAmt
Fundraising	$2,797,977	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$6,170,280	TotalAmt
Program Services	$5,498,953	ProgramServicesAmt
Management And General	$396,749	ManagementAndGeneralAmt
Fundraising	$274,578	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$9,213,595	TotalAmt
Program Services	$8,211,156	ProgramServicesAmt
Management And General	$592,434	ManagementAndGeneralAmt
Fundraising	$410,005	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$4,565,345	TotalAmt
Program Services	$4,068,635	ProgramServicesAmt
Management And General	$293,552	ManagementAndGeneralAmt
Fundraising	$203,158	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$403,543	TotalAmt
Program Services	$317,819	ProgramServicesAmt
Management And General	$33,396	ManagementAndGeneralAmt
Fundraising	$52,328	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$204,310	TotalAmt
Program Services	$13,381	ProgramServicesAmt
Management And General	$190,818	ManagementAndGeneralAmt
Fundraising	$111	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$209,300	TotalAmt
Program Services	$1,250	ProgramServicesAmt
Management And General	$208,050	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$5,626,163	TotalAmt
Management And General	$5,626,163	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$5,023,104	TotalAmt
Program Services	$3,922,498	ProgramServicesAmt
Management And General	$944,044	ManagementAndGeneralAmt
Fundraising	$156,562	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$84,133	TotalAmt
Program Services	$46,002	ProgramServicesAmt
Management And General	$26,071	ManagementAndGeneralAmt
Fundraising	$12,060	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,850,168	TotalAmt
Program Services	$4,249,806	ProgramServicesAmt
Management And General	$378,829	ManagementAndGeneralAmt
Fundraising	$221,533	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,161,767	TotalAmt
Program Services	$591,014	ProgramServicesAmt
Management And General	$565,629	ManagementAndGeneralAmt
Fundraising	$5,124	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$9,764	TotalAmt
Program Services	$9,764	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$4,036,610	TotalAmt
Program Services	$3,860,182	ProgramServicesAmt
Management And General	$78,286	ManagementAndGeneralAmt
Fundraising	$98,142	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,969,202	TotalAmt
Program Services	$1,588,912	ProgramServicesAmt
Management And General	$169,064	ManagementAndGeneralAmt
Fundraising	$211,226	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$301,219	TotalAmt
Program Services	$258,027	ProgramServicesAmt
Management And General	$31,576	ManagementAndGeneralAmt
Fundraising	$11,616	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$5,416,532	TotalAmt
Program Services	$5,225,227	ProgramServicesAmt
Management And General	$75,117	ManagementAndGeneralAmt
Fundraising	$116,188	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$526,153	TotalAmt
Program Services	$305,255	ProgramServicesAmt
Management And General	$155,077	ManagementAndGeneralAmt
Fundraising	$65,821	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$10,806,691	TotalAmt
Program Services	$10,443,039	ProgramServicesAmt
Management And General	$142,432	ManagementAndGeneralAmt
Fundraising	$221,220	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$2,943,881	TotalAmt
Program Services	$2,327,307	ProgramServicesAmt
Management And General	$607,426	ManagementAndGeneralAmt
Fundraising	$9,148	FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Allocated Expenses	$0	$313,985	-$313,985
Public Safety Collaborative Expenses	$2,579,669	$2,579,669	$0
Alumnae Association Support	$2,130,679	$0	$0	$2,130,679

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,642,403	TotalAmt
Program Services	$6,628,391	ProgramServicesAmt
Management And General	$879,170	ManagementAndGeneralAmt
Fundraising	$134,842	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$190,949,056	TotalAmt
Program Services	$167,053,735	ProgramServicesAmt
Management And General	$16,408,790	ManagementAndGeneralAmt
Fundraising	$7,486,531	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$26,828,355	BOYAmt
EOY	$32,688,562	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$17,536,235	BOYAmt
EOY	$25,878,144	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,149,439	BOYAmt
EOY	$2,148,599	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$339,382	BOYAmt
EOY	$246,205	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$773,610	BOYAmt
EOY	$811,436	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$2,711,581	BOYAmt
EOY	$3,584,714	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$386,425,580	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$217,801,192	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$171,775,376	BOYAmt
EOY	$168,624,388	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$110,354,873	BOYAmt
EOY	$79,654,745	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$602,403,899	BOYAmt
EOY	$603,762,824	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$18,534,871	BOYAmt
EOY	$18,237,332	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$10,208,864	BOYAmt
EOY	$36,197,916	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$963,616,485	BOYAmt
EOY	$971,834,865	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$9,529,482	BOYAmt
EOY	$10,744,307	EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$1,594,168	BOYAmt
EOY	$1,319,990	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$105,113,448	BOYAmt
EOY	$127,944,728	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$54,619,666	BOYAmt
EOY	$60,993,184	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$170,856,764	BOYAmt
EOY	$201,002,209	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$126,030,850	BOYAmt
EOY	$119,365,438	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$387,339,661	BOYAmt
EOY	$353,120,332	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$279,389,210	BOYAmt
EOY	$298,346,886	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$792,759,721	BOYAmt
EOY	$770,832,656	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$963,616,485	BOYAmt
EOY	$971,834,865	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$705,149	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$17,908,286	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	-$4,723,928	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	$25,438,887	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$32,261,711	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$31,201,331	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$26,816,781	CurrentTaxYearMinus1YearAmt
Current Tax Year	$59,377,192	CurrentTaxYearAmt
Total	$175,095,902	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$25,438,887	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$32,261,711	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$31,201,331	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$26,816,781	CurrentTaxYearMinus1YearAmt
Current Tax Year	$59,377,192	CurrentTaxYearAmt
Total	$175,095,902	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$7,936,348	SubstantialContributorsTotAmt
Public Support Total170	$167,159,554	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$17,972,845	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$16,491,701	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$18,678,782	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,847,935	CurrentTaxYearMinus1YearAmt
Current Tax Year	$6,981,924	CurrentTaxYearAmt
Total	$65,973,187	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$42,198	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$42,198	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$14,361,829	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$14,414,990	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$13,585,210	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$14,119,224	CurrentTaxYearMinus1YearAmt
Current Tax Year	$13,917,952	CurrentTaxYearAmt
Total	$70,399,205	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$311,510,492	TotalSupportAmt
Gross Receipts Rltd Activities	$571,031,225	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.53661	PublicSupportCY170Pct
Public Support PY170	0.48923	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	Schedule A, Part II, Line 10	FormAndLineReferenceDesc
Explanation	Other income includes gross sales of inventory.	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	0	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	0	DirectContactLegislatorsInd
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$5,000	OtherActivitiesAmt
Total Lobbying Expenditures	$5,000	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule C, Part II-B, Line 1	FormAndLineReferenceDesc
Explanation	The College pays membership dues to organizations that address state and federal regulatory issues for the collective benefit of member institutions. The organizations notify the College of the approximate amount of membership dues used for lobbying expense.	ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$307,900	RevenuesIncludedAmt
Assets Included	$14,833,295	AssetsIncludedAmt

Held Works Art HeldWorksArtGrp

Field	Value	IRS element (for citing)
Revenues Included	$0	RevenuesIncludedAmt
Assets Included	$0	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Coll Used Loan Or Exch Prog	Yes (X)	CollUsedLoanOrExchProgInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$638,551,662	BeginningYearBalanceAmt
Contributions	$9,389,782	ContributionsAmt
Investment Earnings Or Losses	$104,887,988	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$10,435,055	GrantsOrScholarshipsAmt
Other Expenditures	$18,937,619	OtherExpendituresAmt
Administrative Expenses	$9,942,244	AdministrativeExpensesAmt
End Year Balance	$713,514,514	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$594,045,152	BeginningYearBalanceAmt
Contributions	$11,856,126	ContributionsAmt
Investment Earnings Or Losses	$72,624,207	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$8,448,417	GrantsOrScholarshipsAmt
Other Expenditures	$22,588,075	OtherExpendituresAmt
Administrative Expenses	$8,937,331	AdministrativeExpensesAmt
End Year Balance	$638,551,662	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$617,284,353	BeginningYearBalanceAmt
Contributions	$9,947,368	ContributionsAmt
Investment Earnings Or Losses	$5,518,243	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$7,840,042	GrantsOrScholarshipsAmt
Other Expenditures	$19,056,521	OtherExpendituresAmt
Administrative Expenses	$11,808,249	AdministrativeExpensesAmt
End Year Balance	$594,045,152	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.14	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.42	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.44	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$27,526,330	OtherCostOrOtherBasisAmt
Book Value	$27,526,330	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$153,181,045	OtherCostOrOtherBasisAmt
Depreciation	$62,533,294	DepreciationAmt
Book Value	$90,647,751	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$87,781,609	OtherCostOrOtherBasisAmt
Depreciation	$51,034,968	DepreciationAmt
Book Value	$36,746,641	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$62,103,085	OtherCostOrOtherBasisAmt
Depreciation	$57,117,565	DepreciationAmt
Book Value	$4,985,520	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$55,833,511	OtherCostOrOtherBasisAmt
Depreciation	$47,115,365	DepreciationAmt
Book Value	$8,718,146	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$168,624,388	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Fixed Income Mutual/Comingled Funds	$10,606,618	F
Equity Mutual/Comingled Funds	$226,085,612	F
Hedge Funds	$192,858,629	F
Inflation Hedging	$64,796,530	F
Debt Related	$14,104,543	F
Venture Capital	$92,143,921	F
Other	$3,166,971	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$603,762,824	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
Interest Rate Swap Liability	$17,356,927
FAS 158 Pension Liability	$7,687,081
FIN 47 Conditional Asset Retirement Obligation	$10,649,139
457(b) Pension Liability	$588,705
Refundable Government Advances	$4,662,716
Split Interest Obligation	$20,048,616

Field	Value	IRS element (for citing)
Total Liability	$60,993,184	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$172,684,242	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$17,908,286	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants	$0	RecoveriesPriorYearGrantsAmt
Other Revenue	-$4,368,863	OtherRevenueAmt
Revenue Not Reported	-$22,277,149	RevenueNotReportedAmt
Revenue Subtotal	$194,961,391	RevenueSubtotalAmt
Investment Expenses Not Incld	$0	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$3,307,186	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$3,307,186	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$191,654,205	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$194,621,525	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$0	DonatedServicesUseFcltsAmt
Prior Year Adjustments	$0	PriorYearAdjustmentsAmt
Losses Reported	$0	LossesReportedAmt
Other Expenses Included	$9,680,628	OtherExpensesIncludedAmt
Expenses Not Reported	$9,680,628	ExpensesNotReportedAmt
Expenses Subtotal	$184,940,897	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$6,008,159	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$0	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$6,008,159	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$190,949,056	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part III, Line 4	The College maintains more than 24,000 works of art from antiquity to the present that comprise the permanent collection of the Mount Holyoke College Art Museum. This culturally and chronologically diverse collection is an important teaching and learning resource for faculty and students in all disciplines, and serves as a major cultural resource for area schools and the general public. Dedicated to providing firsthand experiences with works of significant aesthetic and cultural value, the Museum develops exhibitions that aim to provide aesthetic enjoyment, stimulate inquisitive looking and encourage understanding of artistic achievements across a diversity of cultures and time periods. Selected works of art are installed in the Art Museum's ten galleries and reception hall on a rotating basis and the Museum produces four to six special exhibitions each year in addition to its display of works from the permanent collection. The Museum integrates its collections, exhibitions and scholarly research with the curriculum of the College and the interests of the general public.
Schedule D, Part V, Line 1f	Line 1f of Part V includes an adjustment of -2,706,853. This adjustment was needed to agree the end of year endowment fund balance to the audited financial statements. The reason for the difference is due to the College no longer reporting pledges receivable in the Endowment section of the audited financial statements.
Schedule D, Part V, Line 4	Mount Holyoke's endowment consists of approximately 1,600 individual funds established for a variety of purposes, including both donor restricted endowment funds and funds designated by the College to function as endowments. About 26% of the endowment income used to support the College's operations is unrestricted. Most of the endowed funds contain specific restrictions for the support of critical functions such as financial aid for students with demonstrated need, faculty salaries, library purchases, student and faculty research, internships and departmental programming. Endowment income provides approximately 28% of the College's annual operating budget revenues.
Schedule D, Part X, Line 2	The College is a tax exempt organization as described in Section 501(c)(3) of the Internal Revenue Code and is generally exempt from income taxes pursuant to Section 501(a) of the Code. The College assesses uncertain tax positions and determined that there were no such positions that have a material effect on the financial statements for the year ended June 30, 2016.
Schedule D, Part XI, Line 2d	Other includes Willits Hallowell Center revenue of 1,725,223, change in value of split interest agreements of -85,927, and endowment expenses of -6,008,159.
Schedule D, Part XI, Line 4b	Other includes cost of goods sold of -2,960,646, fundraising event expenses of -6,284, and faculty housing expenses of -340,256.
Schedule D, Part XII, Line 2d	Other includes Willits Hallowell Center expenses of 1,860,226, change in FAS 158 pension obligation of 3,006,000, change in value of interest rate swaps of 1,507,216, cost of goods sold of 2,960,646, fundraising expenses of 6,284, and faculty housing expenses of 340,256.

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

The College follows a nondiscriminatory policy toward students, faculty and staff, and with regard to students, includes this policy in most brochures and catalogues pertaining to student admissions, programs and scholarships. Mount Holyoke College has approximately 2,200 students who hail from 46 states and 67 countries. The College demonstrates its commitment to diversity by enrolling students of minority groups in meaningful numbers. The racially diverse student body consists of approximately 26% who are international citizens. Out of domestic students, 27% identify as African American, Native American, Asian, Latina or multiracial.

Schedule E, Part I, Line 6

The College receives federal grants for faculty research and student scholarships.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (33 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	OfficesOfficesCnt	EmployeeEmployeeCnt
Central America and the Caribbean	Program Services	Grant Aid	$170,073
Central America and the Caribbean	Program Services	Study Abroad	$74,400
Central America and the Caribbean	Program Services	Research	$7,949
Central America and the Caribbean	Investments		$161,699,955
East Asia and the Pacific	Program Services	Grant Aid	$4,041,871
East Asia and the Pacific	Program Services	Study Abroad	$57,370
East Asia and the Pacific	Program Services	Research	$20,700
East Asia and the Pacific	Program Services	Recruitment	$17,472
East Asia and the Pacific	Fundraising	Alumnae Meetings	$13,417
Europe (including Iceland and Greenland)	Program Services	Grant Aid	$811,142
Europe (including Iceland and Greenland)	Program Services	Study Abroad	$260,614	1	1
Europe (including Iceland and Greenland)	Program Services	Research	$161,564
Europe (including Iceland and Greenland)	Program Services	Recruitment	$16,243
Europe (including Iceland and Greenland)	Fundraising	Alumnae Meetings	$64,720
Europe (including Iceland and Greenland)	Investments		$3,860,359
Middle East and North Africa	Program Services	Grant Aid	$524,161
Middle East and North Africa	Program Services	Research	$1,667
Middle East and North Africa	Program Services	Recruitment	$5,001
Middle East and North Africa	Fundraising	Alumnae Meetings	$5,717
North America (including Canada and Mexico, but not the United States)	Program Services	Grant Aid	$174,986
North America (including Canada and Mexico, but not the United States)	Program Services	Research	$90,488
North America (including Canada and Mexico, but not the United States)	Program Services	Recruitment	$1,120
North America (including Canada and Mexico, but not the United States)	Fundraising	Alumnae Meetings	$9,110
Russia and the newly independent States	Program Services	Grant Aid	$333,336
Russia and the newly independent States	Program Services	Research	$4,726
South America	Program Services	Grant Aid	$45,346
South America	Program Services	Recruitment	$841
South Asia	Program Services	Grant Aid	$3,668,176
South Asia	Program Services	Research	$8,135
South Asia	Program Services	Recruitment	$17,040
South Asia	Fundraising	Alumnae Meetings	$5,661
Sub-Saharan Africa	Program Services	Grant Aid	$1,840,459
Sub-Saharan Africa	Program Services	Research	$11,180

Field	Value	IRS element (for citing)
Total Office	1	TotalOfficeCnt
Total Employee	1	TotalEmployeeCnt
Total Spent	$178,024,999	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

Field	Value	IRS element (for citing)
Region	North America (including Canada and Mexico, but not the United States)	RegionTxt
Purpose Of Grant	Sub-award for grant research	PurposeOfGrantTxt
Cash Grant	$61,503	CashGrantAmt
Manner Of Cash Disbursement	Check	MannerOfCashDisbursementTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
Financial Assistance	Central America and the Caribbean	4	$170,073	Account Credit
Financial Assistance	Europe (including Iceland and Greenland)	29	$811,142	Account Credit
Financial Assistance	East Asia and the Pacific	178	$4,041,871	Account Credit
Financial Assistance	Middle East and North Africa	15	$524,161	Account Credit
Financial Asstistance	North America (including Canada and Mexico, but not the United States)	6	$174,986	Account Credit
Financial Assistance	Russia and the newly independent States	12	$333,336	Account Credit
Financial Assistance	South America	1	$45,346	Account Credit
Financial Assistance	South Asia	116	$3,668,176	Account Credit
Financial Assistance	Sub-Saharan Africa	56	$1,840,459	Account Credit

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

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule F, Part I, Line 2	FormAndLineReferenceDesc
Explanation	All financial aid grants and scholarships to students who are citizens of foreign countries are recorded in the financial aid management software, PowerFAIDS, by amount per semester. Student Financial Services staff determine student eligibility based on a consistently applied need analysis formula which calculates the expected family contribution (EFC). The EFC is subtracted from the total cost of attendance to equal the financial aid eligibility. The financial aid grant amount is determined based on consistently applied packaging formulas to meet the full calculated need of each student. In addition to the need based aid that the College awards, there are some grants that are awarded based on merit or other factors. Financial aid grant funds are monitored through the financial aid management software, PowerFAIDS. Staff who will be awarding financial aid grant funds are trained to adhere to these policies and procedures. The financial aid grant information is transferred from PowerFAIDS to the student information system, Ellucian Colleague, via a regularly scheduled interface. When all institutional grant disbursement requirements are met, the funds are disbursed to the student account in Colleague. The funds are credited against any billed charges that have been previously posted. If this transaction results in a credit balance, the credit may be refunded to the student in the form of a check. The student initiates this refund process by submitting a completed Disbursement Form or Credit Balance Request Form. Student eligibility is monitored throughout the period of enrollment and adjustments are made, as necessary, for changes in enrollment status according to the College's published refund policies.	ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	Friends of Athletics	Event1Nm
Gross Receipts Event1	$20,920	GrossReceiptsEvent1Amt
Charitable Contri Event1	$14,705	CharitableContriEvent1Amt
Gross Revenue Event1	$6,215	GrossRevenueEvent1Amt
Cash Prizes Event1	$0	CashPrizesEvent1Amt
Non Cash Prizes Event1	$1,951	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$0	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$2,749	FoodAndBeverageEvent1Amt
Entertainment Event1	$0	EntertainmentEvent1Amt
Other Direct Expenses Event1	$1,584	OtherDirectExpensesEvent1Amt
Food And Beverage Other Events	$0	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$0	EntertainmentOtherEventsAmt
Gross Receipts Total	$20,920	GrossReceiptsTotalAmt
Charitable Contributions Tot	$14,705	CharitableContributionsTotAmt
Gross Revenue Total Events	$6,215	GrossRevenueTotalEventsAmt
Cash Prizes Total Events	$0	CashPrizesTotalEventsAmt
Non Cash Prizes Total Events	$1,951	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$0	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$2,749	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$0	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$1,584	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$6,284	DirectExpenseSummaryEventsAmt
Net Income Summary	-$69	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (9 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
University of Massachusetts
405 Goodell Building	140 Hicks Way	Amherst	MA	010039272	043167352	Government 501(c)(1)	$187,625	Sub-award for grant research
University of New Hampshire
51 College Road		Durham	NH	03824	026000937	State government	$33,684	Sub-award for grant research
University of Pennsylvania
P221 Franklin Building	3451 Walnut Street	Philadelphia	PA	194104620	231352685	501(c)(3)	$71,914	Sub-award for grant research
The Wistar Institute
3601 Spruce Street		Philadelphia	PA	19104	236434390	501(c)(3)	$56,135	Sub-award for grant research
Vanderbilt University Medical Center
VUMC Finance - Department 1236	PO Box 121236	Dallas	TX	753121236	620476822	501(c)(3)	$21,205	Sub-award for grant research
Town of South Hadley
116 Main Street		South Hadley	MA	01075	046001303	Local government	$20,000	Support for fire department capital equipment fund
WAMC
PO Box 66600		Albany	NY	12206	222400593	501(c)(3)	$40,000	Support for the Academic Minute educational radio program featuring current academic research by professors throughout the world
WFCR
Hampshire House		Amherst	MA	01003	046130523	501(c)(3)	$11,543	General support for local public radio station
The Center for Policy Design
325 Cedar Street Suite 710		Saint Paul	MN	55101	411414255	501(c)(3)	$6,000	Support for the production of an educational film

Field	Value	IRS element (for citing)
Total501c3 Org	9	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	Financial aid and fellowships for US citizens for tuition, room, and board expenses	GrantTypeTxt
Recipient	1255	RecipientCnt
Cash Grant	$37,467,727	CashGrantAmt
Non Cash Assistance	$0	NonCashAssistanceAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2	FormAndLineReferenceDesc
Explanation	All financial aid grants and scholarships to students who are United States citizens are recorded in the financial aid management software, PowerFAIDS, by amount per semester. Student Financial Services staff determine student eligibility based on a consistently applied need analysis formula which calculates the expected family contribution (EFC). The EFC is subtracted from the total cost of attendance to equal the financial aid eligibility. The financial aid grant amount is determined based on consistently applied packaging formulas to meet the full calculated need of each student. In addition to the need based aid that the College awards, there are some grants that are awarded based on merit or other factors. Financial aid grant funds are monitored through the financial aid management software, PowerFAIDS. Staff who will be awarding financial aid grant funds are trained to adhere to these policies and procedures. The financial aid grant information is transferred from PowerFAIDS to the student information system, Ellucian Colleague, via a regularly scheduled interface. When all institutional grant disbursement requirements are met, the funds are disbursed to the student account in Colleague. The funds are credited against any billed charges that have been previously posted. If this transaction results in a credit balance, the credit may be refunded to the student in the form of a check. The student initiates this refund process by submitting a completed Disbursement Form or Credit Balance Request Form. Student eligibility is monitored throughout the period of enrollment and adjustments are made, as necessary, for changes in enrollment status according to the College's published refund policies. During the fiscal year, the College conducted grant-funded research. Five of the research grants included collaboration with institutions whose faculty are accomplished in their respective fields of study. Infrequently at the discretion of the President or Vice President for Finance and Administration, the College makes donations to support the town or nonprofit organizations. In these instances, the College generally does not monitor the ultimate use of the funds as these amounts are unrestricted grants to municipalities and organizations that are recognized as being described in Internal Revenue Code Section 501(c)(3). In certain instances when the College grants funds for specified use by the town, the College maintains a written agreement that such grant will be used for the designated purpose.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Travel For Companions	Yes (X)	TravelForCompanionsInd
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
Independent Consultant	Yes (X)	IndependentConsultantInd
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	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 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
Lynn Pasquerella
President	$431,660	$0	$0	$0	$36,732	$0	$27,825	$0	$8,157	$0	$504,374	$0
Sonya Stephens
VP for Academic Affairs & Dean of Faculty	$242,149	$0	$0	$0	$0	$0	$25,961	$0	$17,996	$0	$286,106	$0
Shannon D Gurek
VP for Finance & Administration & Treasurer	$233,586	$0	$0	$0	$0	$0	$24,880	$0	$16,156	$0	$274,622	$0
Christine Hutchins
VP for Marketing & Communications	$196,901	$0	$0	$0	$0	$0	$21,210	$0	$17,996	$0	$236,107	$0
Cerri Banks
VP for Student Affairs & Dean of the College	$191,263	$0	$0	$0	$0	$0	$20,257	$0	$25,730	$0	$237,250	$0
Gail Berson
VP for Enrollment & Dean of Admission	$164,137	$0	$0	$0	$0	$0	$13,308	$0	$5,379	$0	$182,824	$0
Julie Tyson
Interim Vice President for Advancement	$153,622	$0	$0	$0	$0	$0	$16,898	$0	$20,141	$0	$190,661	$0
Lenore Reilly
Secretary of the College	$145,836	$0	$0	$0	$0	$0	$15,487	$0	$6,905	$0	$168,228	$0
Sheila Browne
Professor of Chemistry	$67,387	$0	$0	$0	$134,774	$0	$7,076	$0	$77	$0	$209,314	$0
Jonathan Lipman
Professor of History	$62,879	$0	$0	$0	$131,059	$0	$6,986	$0	$9,763	$0	$210,687	$0
Alexander Wirth-Cauchon
CIO & Executive Director of Library Information & Technology Services	$173,192	$0	$0	$0	$0	$0	$18,486	$0	$8,157	$0	$199,835	$0
John Stomberg
Director of Art Museum	$154,429	$0	$0	$0	$14,527	$0	$16,226	$0	$691	$0	$185,873	$0
Eva Paus
Professor of Economics & Dir of Ctr for Global Initiatives	$168,801	$0	$0	$0	$0	$0	$18,313	$0	$18,959	$0	$206,073	$0
Diane Anci
Former VP for Enrollment & Dean of Admission	$65,815	$0	$0	$0	$107,590	$0	$7,039	$0	$4,312	$0	$184,756	$0
Christopher Benfey
Former VP for Academic Affairs & Dean of Faculty	$150,840	$0	$0	$0	$0	$0	$16,374	$0	$17,924	$0	$185,138	$0
MaryAnne Young
Former VP for Advancement	$123,262	$0	$0	$0	$0	$0	$12,943	$0	$16,422	$0	$152,627	$0
Sarah Sutherland
Former Secretary of the College	$114,638	$0	$0	$0	$0	$0	$12,262	$0	$7,347	$0	$134,247	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 1a	When traveling for College business internationally, the President is allowed to fly first class if business class is not available. The College's Companion Travel Policy states that in occasional authorized circumstances the College will pay or reimburse for travel, meals and expenses of the spouse/partner of an officer. Specifically, while performing her official duties in the areas of advancement, alumnae relations and other business of the College, the President may be accompanied by her spouse/partner, who is expected to make an important contribution to achieving the purpose of the travel or events. In those cases, the College's policy is to authorize the payment of all travel and related expenses of the President's spouse/partner. Under the accountable travel plan of the College, all expenses must be documented and receipts provided. In addition, when companion travel is covered, the following conditions must be met in order to exclude travel costs from the taxable income of the employee: 1. The spouse/partner attends and contributes to the official function. 2. The purpose of the travel, the activities of the spouse/partner relating to College business and the expenses incurred are fully documented. Any spouse/partner travel other than that of the President must be approved, in advance, by the President. The Board of Trustees recognizes the unique role the President and other senior administrators play in supporting alumnae and advancement activities, campus events, and other official functions. Accordingly, as a condition of employment and for the convenience of the College, College owned or leased housing is provided to the President and the Dean of the College to fulfill these duties. Such housing provided to the President is approved by the Board of Trustees and housing provided to other senior administrators is approved by the President. For the President's house, the College provides custodial personnel and appropriate equipment and supplies necessary to keep the residence's appearance and cleanliness at acceptable standards. The cost for time spent cleaning the personal quarters of the President's house is included in the Form W-2 of the President.
Schedule J, Part I, Line 3	For a description of the process used to determine the President's compensation, please refer to Schedule O, Part VI, Section B, Line 15.
Schedule J, Part I, Line 4	Former Vice President for Enrollment & Dean of Admission, Diane Anci, received a severance payment of $107,590 upon her termination of employment. This amount is included in reportable compensation in Part VII, and in other reportable compensation of Schedule J.
Schedule J, Part II	Due to the President's resignation, she will not be eligible for deferred compensation. Accordingly, no deferred compensation is reported in Schedule J, Part II, Column (C) for the President. Additionally, the President will not be receiving the deferred compensation reported for her in previous years' Forms 990. *In March of 2014, the College offered a retirement incentive to eligible faculty members. Two of the faculty members who took advantage of this plan, Sheila Browne and Jonathan Lipman, received their taxable retirement compensation during calendar year 2015, and this compensation is reported in Schedule J, Part II, Column B(iii) accordingly.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCd	Business Name Line2IssuerName/BusinessNameLine2Txt	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
Massachusetts Development Finance Agency
A	Mount Holyoke College Issue Series 2008	043431814	57583RUS2	2008-03-27	$40,231,354	Refund 2006 bond issue	0	0	0
Massachusetts Development Finance Agency
B	Mount Holyoke College Issue Series 2011A and 2011B	043431814	57583UFU7	2011-06-09	$76,131,942	To refund 2001 bond issue and to construct and improve campus facilities	0	0	0
Massachusetts Development Finance Agency
C	Mount Holyoke College Issue Series 2011A and 2016A	043431814	000000000	2016-03-24	$65,305,000	To refund 2011A bond issue and to construct and improve campus facilities	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$6,301,354	$0	$40,231,354	$0	$0	$0	$456,354	$0	$0	$0	$39,775,000	$0	2008	Yes (1)	Yes (1)	Yes (1)
B	$9,001,942	$0	$76,131,942	$0	$0	$0	$569,268	$0	$0	$30,418,092	$45,144,582	$0	2014	Yes (1)	Yes (1)	Yes (1)
C	$0	$0	$65,305,000	$0	$0	$0	$238,907	$0	$0	$0	$39,305,000	$25,761,093		Yes (1)	Yes (1)	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	Yes (1)	0	0.0034	0.0034	Yes (1)
B	Yes (1)	0	0.0034	0.0034	Yes (1)
C	0		0	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	Yes (1)	0	Yes (1)
B	Yes (1)	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule K, Part II, Line 11-06/09/2011 76,131,942 Massachusetts Development Finance Agency	$45,144,582 represents the portion of the bond used to refund the College's 2001 bond issue. The projects funded by the 2001 bond issue were substantially completed in 2004.
Schedule K, Part III, Line 3c-03/27/2008 40,231,354 Massachusetts Development Finance Agency	The College receives government grant funding for basic research for the advancement of scientific knowledge with no commercial objective. Some research takes place in campus facilities that were constructed or renovated using tax exempt bond proceeds; however, the College meets the safe harbor for reporting this research as not being private use.
Schedule K, Part III, Line 3c-06/09/2011 76,131,942 Massachusetts Development Finance Agency	The College receives government grant funding for basic research for the advancement of scientific knowledge with no commercial objective. Some research takes place in campus facilities that were constructed or renovated using tax exempt bond proceeds; however, the College meets the safe harbor for reporting this research as not being private use.
Schedule K, Part III, Line 3d-03/27/2008 40,231,354 Massachusetts Development Finance Agency	Management reviews all contracts related to bond financed facilities and has engaged bond counsel to review any agreements that are deemed significant.
Schedule K, Part III, Line 3d-06/09/2011 76,131,942 Massachusetts Development Finance Agency	Management reviews all contracts related to bond financed facilities and has engaged bond counsel to review any agreements that are deemed significant.
Schedule K, Part IV, Line 2c-03/27/2008 40,231,354 Massachusetts Development Finance Agency	The College contracted with a third party to prepare the April 8, 2016 rebate computation for the Series 2008 issue.
Schedule K, Part IV, Line 2c-06/09/2011 76,131,942 Massachusetts Development Finance Agency	The College contracted with a third party to prepare the June 9, 2016 rebate computations for the Series 2011A and 2011B issues.
Schedule K, Part IV, Line 2c-03/24/2016 65,305,000 Massachusetts Development Finance Agency	The College contracted with a third party to prepare the March 28, 2017 rebate computations for the Series 2011A and 2016A issues.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Adage Capital Management	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Relationship Description	Trustee's husband	RelationshipDescriptionTxt
Transaction	$207,583	TransactionAmt
Transaction	Investment Management Fees	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule L, Part IV	FormAndLineReferenceDesc
Explanation	The College has invested in Adage Capital Partners LP since October 2001. This investment was vetted by Cambridge Associates LLC, an independent advisory firm that performs due diligence and makes recommendations for investments. The husband of Trustee Elizabeth Cochary Gross is a partner at Adage Capital Management.	ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	8	ContributionCnt
Noncash Contributions Rpt F990	$307,900	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Opinions of experts	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	246	ContributionCnt
Noncash Contributions Rpt F990	$4,681,643	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Historical Artifacts HistoricalArtifactsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$14,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Opinions of experts	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	13	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

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule M, Part I, Line 32b	FormAndLineReferenceDesc
Explanation	For gifts of tangible real or personal property that do not meet the College's mission objectives, the College engages the services of an auction house or real estate agent to sell the property and transfer the proceeds to the College.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section A, Line 4	In May 2016, the by-laws were amended and included the following changes: the authority of the Executive Committee changed; the composition of the Investment Committee is now approved by the Board of Trustees; a Committee was eliminated in fiscal year 2016; the responsibilities of the Finance Committee have been more clearly defined with respect to annual student charges, endowment spending policy, debt issuance, and the approval of contractual commitments exceeding $1,000,000.00.
Form 990, Part VI, Section A, Line 7a	According to the College's by-laws, five Trustees known as Alumnae Trustees, shall be elected by the alumnae in accordance with the by-laws of the Alumnae Association. One Alumna Trustee shall be elected each year to serve for a period of five years. In addition, the President of the Alumnae Association shall serve as a sixth Alumna Trustee during her term of office. The election of Trustees, other than Alumnae Trustees, may be held at any regular or special meeting provided that written notice of such election, including the names of nominees, has been made at least three days prior to the meeting. Nominations shall be made by the Nominating and Governance Committee.
Form 990, Part VI, Section B, Line 11b	Annual review of the College's Form 990 is delegated to the Audit Committee. The Nominating and Governance Committee is responsible for reviewing the sections of the Form 990 that pertain to compensation and reporting back to the Audit Committee. This process permits the group of Trustees (the Audit Committee) who are most knowledgeable to review the document on behalf of the entire Board. The Audit Committee reports any findings to the Board of Trustees and the complete copy of the Form 990 is provided to each Trustee prior to filing.
Form 990, Part VI, Section B, Line 12c	The College requires each member of the Board of Trustees to electronically transmit a Conflict of Interest Disclosure Form annually via the College's secured website. In addition, non-Trustee committee members, officers and employees with key responsibilities are asked to electronically submit Conflict of Interest Disclosure Forms annually. The Office of the President ensures that the completed forms are returned by all Trustees and the Office of Finance and Administration ensures that the completed forms are returned by all non-Trustee committee members, officers and employees with key responsibilities. The Office of Finance and Administration collects and records the submitted data from the secured website. The information on the submitted forms is summarized by the Vice President for Finance and Administration and Treasurer who provides a copy of the summary to the Audit Committee annually. The Audit Committee reviews the information disclosed and advises the President and the Chair of the Board as to potential conflicts. The Audit Committee may, at its discretion, delegate this annual review to the Chair of the Committee. By signing the Annual Conflict of Interest Disclosure Form, each individual agrees to answer any questions that Board members may have about potential conflicts.
Form 990, Part VI, Section B, Line 15	Annually, the Human Resources Department assembles comparative salary data for all senior/executive positions at the College including: President and all Vice Presidents (Vice President for Academic Affairs/Dean of the Faculty, Vice President for Finance and Administration/Treasurer, Vice President for Advancement, Vice President for Student Affairs/Dean of the College, Vice President for Enrollment and College Relations, and Vice President for Communications and Marketing) and the Secretary of the College. This process was last undertaken in May 2016 for each of the positions mentioned above. Salary data for these executive positions is compiled from the Administrators in Higher Education Salaries Survey conducted annually by the College and University Professional Association for Human Resources (CUPA-HR) and assembled and analyzed using several views (25th and 75th percentiles, median, and mean) for salary data from all private independent institutions by comparable budget quartile as Mount Holyoke College, and from participating Consortium on Financing Higher Education (COFHE) institutions. In addition, Mount Holyoke College participates in a survey on executive total compensation which is conducted annually by a third party compensation consultant (currently conducted by Sullivan, Cotter & Associates). Twenty-seven of the College's peer institutions also participate in this survey. Salary data from this survey is analyzed in a similar fashion to the CUPA-HR data. This salary data, along with salaries of current Mount Holyoke College incumbents, is assembled and shared with the Chair of the Board of Trustees and with the Chair of the Nominating and Governance Committee. The data is then presented to the full Nominating and Governance Committee for discussion and decision on what salary adjustments, if any, will be recommended and brought to the full Board for a vote at their executive session. The Chair of the Board of Trustees is responsible for the oversight of the review of performance of the President. The President is responsible for oversight of performance management for the Vice Presidents. With regard to the President's compensation, in addition to comparative salary data, the Human Resources Department also assembles a summary report of Presidential "total" compensation. This report is also reviewed by and discussed with the Nominating and Governance Committee and shared with the entire Board at their executive session. The process for determining the compensation of the College's officers meets the three requirements of the rebuttable presumption standard. The compensation arrangements are approved in advance by the organization's Nominating and Governance Committee. The Committee is appointed by the Board of Trustees for the purpose of assisting the Board in fulfilling its responsibility to the College and the community to ensure the compensation is in accordance with the College's policies. As mentioned, prior to making any compensation decisions, the Nominating and Governance Committee obtains and relies upon appropriate data as to comparability. The Committee utilizes compensation surveys that include comparable institutions to set compensation levels. Finally, the Nominating and Governance Committee adequately and timely documents the basis for setting compensation concurrently with the making of the determination.
Form 990, Part VI, Section C, Line 19	The College makes its bylaws, conflict of interest policy and financial statements available to the public via the Mount Holyoke College website. In addition, the audited financial statements and Form 990 are available on the website of the Massachusetts Attorney General.
Form 990, Part VII, Section A, Line 1a	Casey Accardi, a young alumna trustee, graduated from Mount Holyoke College in May 2015. In the Spring semester of 2015, she was a student worker of the College and therefore paid wages. This compensation amount is reflected in Part VII, Section A, line 1a.
Form 990, Part XI, Line 9	Other changes include Willits Hallowell Center support of -124,785, change in value of interest rate swaps of -1,507,216, change in FAS 158 pension liability of -3,006,000, and change in value of split interest agreements of -85,927.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	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	Direct Controlling NADirectControllingNACd
Willits Hallowell Center Inc
c/o Mount Holyoke College	50 College Street	South Hadley	MA	01075	042565823	MHC Meetings	MA	501(c)(3)	11(d)	The Trustees of Mount Holyoke College	Yes (1)
Alumnae Association of Mount Holyoke College
c/o Mount Holyoke College	50 College Street	South Hadley	MA	01075	042105894	Alumnae Networking	MA	501(c)(3)	11(a)		0	N/A
Associated Kyoto Program Inc
Smith College Controllers Office	College Hall Room 204	Northampton	MA	01063	042996114	Educational Exchange	MA	501(c)(3)	11(d)		0	N/A
Center Redevelopment Corporation
17 College Street		South Hadley	MA	01075	042939950	Real Estate	MA	501(c)(3)	11(a)	The Trustees of Mount Holyoke	Yes (1)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Address Line2USAddress/AddressLine2Txt
The Center Business Corporation
17 College Street	South Hadley	MA	01075	042983326	Small business investment	MA	Mount Holyoke College	C	-$565	$10,242	1	Yes (1)
Charitable Remainder Unitrusts (20)
c/o Mount Holyoke College	South Hadley	MA	01075		Charitable Trust	MA	Mount Holyoke College	T				Yes (1)	50 College Street
Charitable Remainder Unitrusts Make Up (1)
c/o Mount Holyoke College	South Hadley	MA	01075		Charitable Trust	MA	Mount Holyoke College	T				Yes (1)	50 College Street
Perpetual Trust (1)
c/o Mount Holyoke College	South Hadley	MA	01075		Charitable Trust	MA	Mount Holyoke College	T				Yes (1)	50 College Street
Pooled Income Funds (2)
c/o Mount Holyoke College	South Hadley	MA	01075		Charitable Trust	MA	Mount Holyoke College	T				Yes (1)	50 College Street

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	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 (5 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Willits Hallowell Center Inc
l	$151,139	Overhead Allocation
Willits Hallowell Center Inc
m	$525,793	Internal Sales
Willits Hallowell Center Inc
n	$350,000	Estimated fair market value of building
Willits Hallowell Center Inc
r	$124,785	Willits Hallowell Center subsidy
Pooled Income Funds (2)
s	$131,687	Mandatory Transfers