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TRUSTEES OF MOUNT HOLYOKE COLLEGE: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
TRUSTEES OF MOUNT HOLYOKE COLLEGE (EIN 04-2103578)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-12
IRS object ID
201621349349304432
Schema version
2014v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-12T08:55:14-07:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042103578EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE TRUSTEES OF MOUNT HOLYOKE COLLEGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRUSBusinessNameControlTxt
Phone4135382641PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 College StreetAddressLine1Txt
CitySouth HadleyCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01075ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEllen RutanPersonNm
Person TitleComptrollerPersonTitleTxt
Phone4135382713PhoneNum
Signature2016-05-13SignatureDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1Mount Holyoke CollegeBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerLynn PasquerellaPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 College StreetAddressLine1Txt
CitySouth HadleyCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01075ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$248,785,147GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.mtholyoke.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1836FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionThe 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 Body34VotingMembersGoverningBodyCnt
Voting Members Independent32VotingMembersIndependentCnt
Total Employee3311TotalEmployeeCnt
Total Volunteers1513TotalVolunteersCnt
Total Gross UBI$1,446,855TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$31,201,331PYContributionsGrantsAmt
CY Contributions Grants$26,816,781CYContributionsGrantsAmt
PY Program Service Revenue$102,236,167PYProgramServiceRevenueAmt
CY Program Service Revenue$106,827,292CYProgramServiceRevenueAmt
PY Investment Income$52,629,877PYInvestmentIncomeAmt
CY Investment Income$35,218,177CYInvestmentIncomeAmt
PY Other Revenue$18,682,899PYOtherRevenueAmt
CY Other Revenue$19,307,875CYOtherRevenueAmt
PY Total Revenue$204,750,274PYTotalRevenueAmt
CY Total Revenue$188,170,125CYTotalRevenueAmt
PY Grants And Similar Paid$48,670,778PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$50,478,294CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$79,128,412PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$81,252,067CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$7,627,283CYTotalFundraisingExpenseAmt
PY Other Expenses$58,525,436PYOtherExpensesAmt
CY Other Expenses$56,512,272CYOtherExpensesAmt
PY Total Expenses$186,324,626PYTotalExpensesAmt
CY Total Expenses$188,242,633CYTotalExpensesAmt
PY Revenues Less Expenses$18,425,648PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$72,508CYRevenuesLessExpensesAmt
Total Assets BOY$977,370,169TotalAssetsBOYAmt
Total Assets EOY$963,616,485TotalAssetsEOYAmt
Total Liabilities BOY$168,899,829TotalLiabilitiesBOYAmt
Total Liabilities EOY$170,856,764TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$808,470,340NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$792,759,721NetAssetsOrFundBalancesEOYAmt
MissionMount Holyoke College is a highly selective, nondenominational, residential, research liberal arts college for women. The College's long, distinguished history of educating leaders arises from a powerful combination of academic excellence in a global learning environment. As the first of the Seven Sisters-the female equivalent of the once predominantly male Ivy League-Mount Holyoke has led the way in women's education, preparing students for purposeful engagement in the world.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$125,866,954ExpenseAmt
Grant$50,478,294GrantAmt
Revenue$102,076,824RevenueAmt
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

FieldValueIRS element (for citing)
Expense$28,161,495ExpenseAmt
Grant$0GrantAmt
Revenue$12,724,762RevenueAmt
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

FieldValueIRS element (for citing)
Expense$8,949,574ExpenseAmt
Grant$0GrantAmt
Revenue$10,958,249RevenueAmt
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
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$0TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$162,978,023TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related PersonYes (1)GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2752IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee3311EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryCJForeignCountryCd
Foreign CountryEIForeignCountryCd
Foreign CountryFRForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members34GoverningBodyVotingMembersCnt
Independent Voting Member32IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonEllen Rutan - ComptrollerPersonNm
Phone4135382713PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 College StAddressLine1Txt
CitySouth HadleyCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01075ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Mary Graham Davis
Chair, Board of Trustees80.1Yes (X)$0$0$0
Jeanne E Amster
Trustee40.1Yes (X)$0$0$0
Susan Bateson
Trustee20.10Yes (X)$0$0$0
Ann Blake
Alumna Trustee20.1Yes (X)$0$0$0
Catherine Burke
Alumna Trustee20.1Yes (X)$0$0$0
Barbara Moakler Byrne
Trustee60.10Yes (X)$0$0$0
Debra Martin Chase
Trustee20.1Yes (X)$0$0$0
Katherine E Collins
Trustee20.1Yes (X)$0$0$0
Ellen M Cosgrove
Trustee20.1Yes (X)$0$0$0
Sarah Miller Coulson
Trustee20.1Yes (X)$0$0$0
Helen Gannon Drinan
Trustee20.1Yes (X)$0$0$0
Carrianna Field
Alumna Trustee20.1Yes (X)$0$0$0
Ellen J Flannery
Trustee20.20Yes (X)$0$0$0
Elizabeth Onyemelukwe Garner
Alumna Trustee20.1Yes (X)$0$0$0
Suzanne A George
Alumna Trustee22.10Yes (X)$0$0$0
Elizabeth Cochary Gross
Trustee20.1Yes (X)$0$0$0
Heather Harde
Trustee20.1Yes (X)$0$0$0
Karen Hendricks
Alumna Trustee22.10Yes (X)$0$0$0
Marcia Kropf
Alumna Trustee235.1Yes (X)$0$0$0
Mindy McWilliams Lewis
Trustee40.1Yes (X)$0$0$0
Chau Ly
Trustee20.1Yes (X)$0$0$0
Guy R Martin
Trustee40.1Yes (X)$0$0$0
Natasha Mohanty
Trustee20.1Yes (X)$0$0$0
Richard E Neal
Trustee20.1Yes (X)$0$0$0
Ellen Hyde Pace
Trustee20.1Yes (X)$0$0$0
Elizabeth A Palmer
Trustee60.1Yes (X)$0$0$0
Karena Strella
Trustee40.1Yes (X)$0$0$0
Kaitlyn Szydlowski
Trustee20.1Yes (X)$0$0$0
Marija Tesla
Trustee20.1Yes (X)$0$0$0
Louise Wasso
Trustee20.1Yes (X)$0$0$0
Sherrie Westin
Trustee20.10Yes (X)$0$0$0
David Wilson
Trustee20.1Yes (X)$0$0$0
Margaret L Wolff
Vice Chair, Board of Trustees40.1Yes (X)$0$0$0
Sarah Xefos
Trustee20.1Yes (X)$0$0$0
Lynn Pasquerella
President401.0Yes (X)$459,184$0$35,440Yes (X)
Sonya Stephens
VP for Academic Affairs & Dean of Faculty400$235,735$0$44,409Yes (X)
Shannon D Gurek
VP for Finance & Administration & Treasurer401.0$228,574$0$34,316Yes (X)
MaryAnne Young
Vice President for Advancement400$206,040$0$53,993Yes (X)
Diane Anci
VP for Enrollment & Dean of Admission40.00$196,024$0$38,250Yes (X)
Christine Hutchins
VP for Marketing & Communications400$192,628$0$35,585Yes (X)
Cerri Banks
VP for Student Affairs & Dean of the College400$187,561$0$45,411Yes (X)
Lenore Reilly
Secretary of the College401.0$135,083$0$20,925Yes (X)
Julie Tyson
Interim Vice President for Advancement400$133,840$0$35,451Yes (X)
Gail Berson
Interim VP for Enrollment & Dean of Admission400$0$0$0Yes (X)
Eva Paus
Professor of Economics & Dir of Ctr for Global Initiatives400$165,904$0$35,696Yes (X)
Vincent Ferraro
Professor of Politics400$156,706$0$25,647Yes (X)
Charles Ramsay
Director Principal Gifts and International Advancement400$152,162$0$33,307Yes (X)
Melinda Darby Dyar
Professor & Chair of Astronomy400$150,687$0$12,345Yes (X)
John Stomberg
Director of Art Museum400$144,424$0$15,579Yes (X)
Christopher Benfey
Former VP for Academic Affairs & Dean of Faculty400$148,017$0$33,131Yes (X)
Sarah Sutherland
Former Secretary of the College400$122,886$0$20,149Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,015,455TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$519,634TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K100IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Cambridge Associates LLC
100 Summer StreetBostonMA021102112Investment Consulting$965,000
Cedar Rock Capital Partners LLC
11 Broadway Suite 965NYNY10019Investment Management$333,461
Silchester International Investors
780 Third Ave Fl 42NYNY10017Investment Management$311,246
KPMG LLP
60 South StreetBostonMA02111Audit and Tax Consulting$302,875
Hill - Engineers Architects Planners Inc
50 Depot StDaltonMA01226Architectural Design$206,802
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K16CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$10,755FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$3,596,099GovernmentGrantsAmt
All Other Contributions$23,209,927AllOtherContributionsAmt
Noncash Contributions$6,609,993NoncashContributionsAmt
Total Contributions$26,816,781TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Tuition and Fees611310$94,148,470$94,148,470$0$0
Room and Other Board611310$12,661,770$12,661,770$0$0
Educational Performances611310$17,052$17,052$0$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$106,827,292TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,388,758TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$310UnrelatedBusinessRevenueAmt
Exclusion$5,389,068ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,899TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,899ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$456,968RealAmt
Personal$0PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$360,170RealAmt
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$96,798RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$96,798TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$96,798ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$87,030,254SecuritiesAmt
Other$11,175OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$57,212,010SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$29,818,244SecuritiesAmt
Other$11,175OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,829,419TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,171,406UnrelatedBusinessRevenueAmt
Exclusion$28,658,013ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$5,590FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$10,755ContriRptFundraisingEventAmt
Fundraising Direct Expenses$4,714FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$876TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$876ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$14,119,224GrossSalesOfInventoryAmt
Cost Of Goods Sold$3,038,128CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,081,096TotalRevenueColumnAmt
Related Or Exempt Func Income$11,021,240RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$59,856UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Educational Conferences721000$981,011$808,608$172,403$0
Public Safety Collaborative611310$2,532,282$2,532,282$0$0

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,613,913TotalRevenueColumnAmt
Related Or Exempt Func Income$4,570,413RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$43,500UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$8,127,206OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$188,170,125TotalRevenueColumnAmt
Related Or Exempt Func Income$125,759,835RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,446,855UnrelatedBusinessRevenueAmt
Exclusion$34,146,654ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$286,207TotalAmt
Program Services$286,207ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$37,976,220TotalAmt
Program Services$37,976,220ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$12,215,867TotalAmt
Program Services$12,215,867ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,530,221TotalAmt
Program Services$878,594ProgramServicesAmt
Management And General$1,208,125ManagementAndGeneralAmt
Fundraising$443,502FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$59,940,433TotalAmt
Program Services$53,236,512ProgramServicesAmt
Management And General$3,908,549ManagementAndGeneralAmt
Fundraising$2,795,372FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$5,717,363TotalAmt
Program Services$5,078,162ProgramServicesAmt
Management And General$372,772ManagementAndGeneralAmt
Fundraising$266,429FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$8,648,283TotalAmt
Program Services$7,681,405ProgramServicesAmt
Management And General$563,868ManagementAndGeneralAmt
Fundraising$403,010FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,415,767TotalAmt
Program Services$3,922,084ProgramServicesAmt
Management And General$287,908ManagementAndGeneralAmt
Fundraising$205,775FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$247,218TotalAmt
Program Services$156,191ProgramServicesAmt
Management And General$59,809ManagementAndGeneralAmt
Fundraising$31,218FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$241,386TotalAmt
Program Services$15,760ProgramServicesAmt
Management And General$221,111ManagementAndGeneralAmt
Fundraising$4,515FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$200,450TotalAmt
Program Services$1,250ProgramServicesAmt
Management And General$199,200ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$7,609,510TotalAmt
Management And General$7,609,510ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,127,209TotalAmt
Program Services$4,214,270ProgramServicesAmt
Management And General$818,608ManagementAndGeneralAmt
Fundraising$94,331FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$95,792TotalAmt
Program Services$52,675ProgramServicesAmt
Management And General$35,367ManagementAndGeneralAmt
Fundraising$7,750FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,649,386TotalAmt
Program Services$4,003,832ProgramServicesAmt
Management And General$352,730ManagementAndGeneralAmt
Fundraising$292,824FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,002,698TotalAmt
Program Services$484,467ProgramServicesAmt
Management And General$514,117ManagementAndGeneralAmt
Fundraising$4,114FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$19,937TotalAmt
Program Services$19,908ProgramServicesAmt
Management And General$29ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$4,550,680TotalAmt
Program Services$4,356,535ProgramServicesAmt
Management And General$83,389ManagementAndGeneralAmt
Fundraising$110,756FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,806,694TotalAmt
Program Services$1,409,958ProgramServicesAmt
Management And General$131,304ManagementAndGeneralAmt
Fundraising$265,432FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$254,923TotalAmt
Program Services$208,528ProgramServicesAmt
Management And General$30,638ManagementAndGeneralAmt
Fundraising$15,757FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$5,397,504TotalAmt
Program Services$5,209,666ProgramServicesAmt
Management And General$72,663ManagementAndGeneralAmt
Fundraising$115,175FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$510,612TotalAmt
Program Services$299,620ProgramServicesAmt
Management And General$148,194ManagementAndGeneralAmt
Fundraising$62,798FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$11,047,912TotalAmt
Program Services$10,685,862ProgramServicesAmt
Management And General$140,116ManagementAndGeneralAmt
Fundraising$221,934FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,900,587TotalAmt
Program Services$2,283,613ProgramServicesAmt
Management And General$607,882ManagementAndGeneralAmt
Fundraising$9,092FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Allocated Expenses$0$268,141-$268,141$0
Public Safety Collaborative Expenses$2,409,950$2,409,950$0$0
Alumnae Association Support$2,112,978$0$0$2,112,978

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$6,326,846TotalAmt
Program Services$5,622,746ProgramServicesAmt
Management And General$539,579ManagementAndGeneralAmt
Fundraising$164,521FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$188,242,633TotalAmt
Program Services$162,978,023ProgramServicesAmt
Management And General$17,637,327ManagementAndGeneralAmt
Fundraising$7,627,283FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$43,258,140BOYAmt
EOY$26,828,355EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$20,088,005BOYAmt
EOY$17,536,235EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,886,377BOYAmt
EOY$2,149,439EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$343,231BOYAmt
EOY$339,382EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$744,105BOYAmt
EOY$773,610EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,891,071BOYAmt
EOY$2,711,581EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$379,070,390LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$207,295,014LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$176,895,907BOYAmt
EOY$171,775,376EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$142,451,084BOYAmt
EOY$110,354,873EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$559,824,165BOYAmt
EOY$602,403,899EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$18,723,370BOYAmt
EOY$18,534,871EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$9,264,714BOYAmt
EOY$10,208,864EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$977,370,169BOYAmt
EOY$963,616,485EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$9,134,975BOYAmt
EOY$9,529,482EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,900,927BOYAmt
EOY$1,594,168EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$108,157,169BOYAmt
EOY$105,113,448EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$49,706,758BOYAmt
EOY$54,619,666EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$168,899,829BOYAmt
EOY$170,856,764EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$131,760,341BOYAmt
EOY$126,030,850EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$401,739,487BOYAmt
EOY$387,339,661EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$274,970,512BOYAmt
EOY$279,389,210EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$808,470,340BOYAmt
EOY$792,759,721EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$977,370,169BOYAmt
EOY$963,616,485EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$72,508ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$11,429,349NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets-$4,208,762OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,250,197CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,438,887CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,261,711CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$31,201,331CurrentTaxYearMinus1YearAmt
Current Tax Year$26,816,781CurrentTaxYearAmt
Total$138,968,907TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

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

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

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

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,250,197CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,438,887CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,261,711CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$31,201,331CurrentTaxYearMinus1YearAmt
Current Tax Year$26,816,781CurrentTaxYearAmt
Total$138,968,907TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,831,403SubstantialContributorsTotAmt
Public Support Total170$136,137,504PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,972,892CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,972,845CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,491,701CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,678,782CurrentTaxYearMinus1YearAmt
Current Tax Year$5,847,935CurrentTaxYearAmt
Total$66,964,155TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,105,778CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$42,198CurrentTaxYearAmt
Total$2,147,976TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,705,939CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,361,829CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,414,990CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,585,210CurrentTaxYearMinus1YearAmt
Current Tax Year$14,119,224CurrentTaxYearAmt
Total$70,187,192TotalAmt
FieldValueIRS element (for citing)
Total Support$278,268,230TotalSupportAmt
Gross Receipts Rltd Activities$567,773,428GrossReceiptsRltdActivitiesAmt
Public Support CY1700.48923PublicSupportCY170Pct
Public Support PY1700.4727PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10FormAndLineReferenceDesc
ExplanationOther Income includes gross sales of inventory.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

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

Supplemental Information Detail SupplementalInformationDetail

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

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$1,482,330RevenuesIncludedAmt
Assets Included$14,390,638AssetsIncludedAmt

Held Works Art HeldWorksArtGrp

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

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$535,887,570BeginningYearBalanceAmt
Contributions$5,912,096ContributionsAmt
Investment Earnings Or Losses$111,891,009InvestmentEarningsOrLossesAmt
Grants Or Scholarships$7,566,269GrantsOrScholarshipsAmt
Other Expenditures$18,730,941OtherExpendituresAmt
Administrative Expenses$10,109,112AdministrativeExpensesAmt
End Year Balance$617,284,353EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.15BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.37PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.48TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$26,937,443OtherCostOrOtherBasisAmt
Book Value$26,937,443BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$153,218,446OtherCostOrOtherBasisAmt
Depreciation$59,821,317DepreciationAmt
Book Value$93,397,129BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$85,189,440OtherCostOrOtherBasisAmt
Depreciation$47,684,535DepreciationAmt
Book Value$37,504,905BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$61,062,676OtherCostOrOtherBasisAmt
Depreciation$54,981,914DepreciationAmt
Book Value$6,080,762BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$52,662,385OtherCostOrOtherBasisAmt
Depreciation$44,807,248DepreciationAmt
Book Value$7,855,137BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$171,775,376TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Fixed Income Mututal/Comingled Funds$10,801,550F
Equity Mutual/Comingled Funds$206,052,510F
Hedge Funds$201,240,866F
Inflation Hedging$69,491,823F
Debt Related$15,622,076F
Venture Capital$96,019,277F
Other$3,175,797F
FieldValueIRS element (for citing)
Total Book Value Securities$602,403,899TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
Interest Rate Swap Liability$14,004,249
FAS 158 Pension Liability$4,878,595
FIN 47 Conditional Asset Retirement Obligation$10,245,298
457(b) Pension Liability$568,270
Refundable Government Advances$4,661,750
Split Interest Obligation$20,261,504
FieldValueIRS element (for citing)
Total Liability$54,619,666TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$171,693,868TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$11,429,349NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants$0RecoveriesPriorYearGrantsAmt
Other Revenue-$8,429,163OtherRevenueAmt
Revenue Not Reported-$19,858,512RevenueNotReportedAmt
Revenue Subtotal$191,552,380RevenueSubtotalAmt
Investment Expenses Not Incld$0InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$3,382,255OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$3,382,255RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$188,170,125TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$187,401,424TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$0DonatedServicesUseFcltsAmt
Prior Year Adjustments$0PriorYearAdjustmentsAmt
Losses Reported$0LossesReportedAmt
Other Expenses Included$6,923,119OtherExpensesIncludedAmt
Expenses Not Reported$6,923,119ExpensesNotReportedAmt
Expenses Subtotal$180,478,305ExpensesSubtotalAmt
Investment Expenses Not Incld2$7,764,328InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$7,764,328ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$188,242,633TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 4The College maintains more than 17,000 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 two to four 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 4Mount Holyoke's endowment consists of approximately 1,618 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 28% 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 26% of the College's annual operating budget revenues.
Schedule D, Part X, Line 2The 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, 2015.
Schedule D, Part XI, Line 2dOther includes Willits Hallowell Center revenue of 1,851,051, change in value of split interest agreements of -3,216,446, change in value of interest rate swaps of 700,560, and endowment expenses of -7,764,328.
Schedule D, Part XI, Line 4bOther includes cost of goods sold of -3,038,128, fundraising event expenses of -4,714, and faculty housing expenses of -339,413.
Schedule D, Part XII, Line 2dOther includes Willits Hallowell Center expenses of 1,895,290, change in FAS 158 pension benefit obligation of 1,645,574 cost of goods sold of 3,038,128, fundraising event expenses of 4,714, and faculty housing expenses of 339,413.

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3The College follows a nondiscriminatory policy toward students, faculty and staff, and with regard to students, includes this policy in most brochures and catalogues pertaining to student admissions, programs and scholarships. Mount Holyoke College has approximately 2,200 students who hail from 47 states and 73 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 25% who are international citizens. Out of domestic students, 27% identify as African American, Native American, Asian American, Latina or multiracial.
Schedule E, Part I, Line 6The College receives federal grants for faculty research and student scholarships.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (31 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00Program ServicesGrant Aid$268,206
Central America and the Caribbean00Program ServicesStudy Abroad$27,670
Central America and the Caribbean00Program ServicesResearch$10,385
Central America and the Caribbean00Investments$164,110,805
East Asia and the Pacific00Program ServicesGrant Aid$3,793,761
East Asia and the Pacific00Program ServicesStudy Abroad$69,371
East Asia and the Pacific00Program ServicesResearch$37,131
East Asia and the Pacific00Program ServicesRecruitment$19,220
East Asia and the Pacific00FundraisingAlumnae Meetings$32,448
Europe (including Iceland and Greenland)00Program ServicesGrant Aid$966,216
Europe (including Iceland and Greenland)11Program ServicesStudy Abroad$338,701
Europe (including Iceland and Greenland)00Program ServicesResearch$112,328
Europe (including Iceland and Greenland)00Program ServicesRecruitment$5,836
Europe (including Iceland and Greenland)00FundraisingAlumnae Meetings$45,421
Europe (including Iceland and Greenland)00Investments$24,375,109
Middle East and North Africa00Program ServicesGrant Aid$604,642
Middle East and North Africa00Program ServicesResearch$4,816
North America (including Canada and Mexico, but not the United States)00Program ServicesGrant Aid$278,916
North America (including Canada and Mexico, but not the United States)00Program ServicesResearch$35,076
North America (including Canada and Mexico, but not the United States)00Program ServicesRecruitment$10,155
North America (including Canada and Mexico, but not the United States)00FundraisingAlumnae Meetings$5,305
Russia and the newly independent States00Program ServicesGrant Aid$280,409
Russia and the newly independent States00Program ServicesResearch$4,173
South America00Program ServicesGrant Aid$12,601
South America00Program ServicesResearch$7,376
South Asia00Program ServicesGrant Aid$4,138,565
South Asia00Program ServicesResearch$6,322
South Asia00Program ServicesRecruitment$4,370
South Asia00FundraisingAlumnae Meetings$10,012
Sub-Saharan Africa00Program ServicesGrant Aid$1,872,552
Sub-Saharan Africa00Program ServicesResearch$7,964
FieldValueIRS element (for citing)
Total Office1TotalOfficeCnt
Total Employee1TotalEmployeeCnt
Total Spent$201,495,862TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Financial AssistanceCentral America and the Caribbean6$268,206Account Credit
Financial AssistanceEurope (including Iceland and Greenland)29$966,216Account Credit
Financial AssistanceEast Asia and the Pacific158$3,793,761Account Credit
Financial AssistanceMiddle East and North Africa16$604,642Account Credit
Financial AssistanceNorth America (including Canada and Mexico, but not the United States)10$278,916Account Credit
Financial AssistanceRussia and the newly independent States9$280,409Account Credit
Financial AssistanceSouth America1$12,601Account Credit
Financial AssistanceSouth Asia122$4,138,565Account Credit
Financial AssistanceSub-Saharan Africa52$1,872,552Account Credit
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 2FormAndLineReferenceDesc
ExplanationAll financial aid grants and scholarships to students who are foreign 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.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Friends of AthleticsEvent1Nm
Gross Receipts Event1$16,345GrossReceiptsEvent1Amt
Charitable Contri Event1$10,755CharitableContriEvent1Amt
Gross Revenue Event1$5,590GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$1,224NonCashPrizesEvent1Amt
Rent Facility Costs Event1$0RentFacilityCostsEvent1Amt
Food And Beverage Event1$2,990FoodAndBeverageEvent1Amt
Entertainment Event1$0EntertainmentEvent1Amt
Other Direct Expenses Event1$500OtherDirectExpensesEvent1Amt
Food And Beverage Other Events$0FoodAndBeverageOtherEventsAmt
Entertainment Other Events$0EntertainmentOtherEventsAmt
Gross Receipts Total$16,345GrossReceiptsTotalAmt
Charitable Contributions Tot$10,755CharitableContributionsTotAmt
Gross Revenue Total Events$5,590GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$1,224NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$0RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$2,990FoodAndBeverageTotalEventsAmt
Entertainment Total Events$0EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$500OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$4,714DirectExpenseSummaryEventsAmt
Net Income Summary$876NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
Pomona College
185 E 6th StreetClaremontCA91711951664112501(c)(3)$23,388Sub-award for grant research
University of Massachusetts
405 Goodell BuildingAmherstMA010039272043167352$94,164Sub-award for grant research140 Hicks Way
University of New Hampshire
51 College RoadDurhamNH03824026000937$42,887Sub-award for grant research
University of Pennsylvania
P221 Franklin BuildingPhiladelphiaPA194104620231352685501(c)(3)$14,226Sub-award for grant research3451 Walnut Street
Town of South Hadley
116 Main StreetSouth HadleyMA01075046001303$20,000Support for fire department capital equipment fund
WAMC
PO Box 66600AlbanyNY12206222400593501(c)(3)$80,000Support for the Academic Minute educational radio program featuring current academic research by professors throughout the world
WFCR
Hampshire HouseAmherstMA01003046130523501(c)(3)$11,543General support for local public radio station
FieldValueIRS element (for citing)
Total501c3 Org7Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFinancial aid and fellowships for US citizens for tuition, room, and board expensesGrantTypeTxt
Recipient1358RecipientCnt
Cash Grant$37,976,220CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Lynn Pasquerella
President$423,207$0$0$0$35,977$0$27,300$0$8,140$0$494,624$0$0$0
Sonya Stephens
VP for Academic Affairs & Dean of Faculty$235,735$0$0$0$0$0$25,452$0$18,957$0$280,144$0$0$0
Shannon D Gurek
VP for Finance & Administration & Treasurer$228,574$0$0$0$0$0$24,392$0$9,924$0$262,890$0$0$0
MaryAnne Young
Vice President for Advancement$206,040$0$0$0$0$0$21,634$0$32,359$0$260,033$0$0$0
Diane Anci
VP for Enrollment & Dean of Admission$196,024$0$0$0$0$0$21,093$0$17,157$0$234,274$0$0$0
Cerri Banks
VP for Student Affairs & Dean of the College$187,561$0$0$0$0$0$19,860$0$25,551$0$232,972$0$0$0
Christine Hutchins
VP for Marketing & Communications$178,271$0$0$0$14,357$0$19,250$0$16,335$0$228,213$0$0$0
Julie Tyson
Interim Vice President for Advancement$133,840$0$0$0$0$0$14,928$0$20,523$0$169,291$0$0$0
Lenore Reilly
Secretary of the College$135,083$0$0$0$0$0$14,350$0$6,575$0$156,008$0$0$0
Eva Paus
Professor of Economics & Dir of Ctr for Global Initiatives$165,904$0$0$0$0$0$17,974$0$17,722$0$201,600$0$0$0
Charles Ramsay
Director Principal Gifts and International Advancement$149,665$0$0$0$2,497$0$16,226$0$17,081$0$185,469$0$0$0
Vincent Ferraro
Professor of Politics$156,706$0$0$0$0$0$16,548$0$9,099$0$182,353$0$0$0
Melinda Darby Dyar
Professor & Chair of Astronomy$150,687$0$0$0$0$0$11,883$0$462$0$163,032$0$0$0
John Stomberg
Director of Art Museum$141,753$0$0$0$2,671$0$14,895$0$684$0$160,003$0$0$0
Christopher Benfey
Former VP for Academic Affairs & Dean of Faculty$148,017$0$0$0$0$0$16,053$0$17,078$0$181,148$0$0$0
Sarah Sutherland
Former Secretary of the College$112,429$0$0$0$10,457$0$13,120$0$7,029$0$143,035$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1aThe 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 College has a mortgage subsidy program for eligible employees whereby the College pays the employee the interest differential between the mortgage lender's market rate of interest and the prevailing long term monthly compounded applicable federal rate (AFR). The College subsidy constitutes a taxable benefit and therefore the subsidy and tax gross-up are included in the reportable compensation of employees who participate in the program. One of the highest compensated employees participates in this subsidized benefit program. This program is no longer offered for new mortgage loans originating after June 30, 2011. * 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 3For 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 IIDue 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.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBusiness Name Line2IssuerName/BusinessNameLine2TxtBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
Massachusetts Development Finance Agency
AMount Holyoke College Issue Series 200804343181457583RUS22008-03-27$40,231,354Refund 2006 bond issue000
Massachusetts Development Finance Agency
BMount Holyoke College Issue Series 2011A and 2011B04343181457583UFU72011-06-09$76,131,942To refund 2001 bond issue and to construct and improve campus facilities000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$5,391,354$0$40,231,354$0$0$0$456,354$0$0$0$39,775,000$02008Yes (1)0Yes (1)Yes (1)
B$6,781,942$0$76,131,942$0$0$0$569,268$0$0$30,418,092$45,144,582$02014Yes (1)0Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A000Yes (1)000.00370.003700Yes (1)
B000Yes (1)000.00430.004300Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

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

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

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

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 AgencyThe 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 AgencyThe 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 AgencyManagement 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 AgencyManagement 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 AgencyThe College contracted with a third party to prepare the April 8, 2015 rebate computation for the Series 2008 issue.
Schedule K, Part IV, Line 2c-06/09/2011 76,131,942 Massachusetts Development Finance AgencyThe College contracted with a third party to prepare the June 30, 2015 rebate computations for the Series 2011A and 2011B issues.

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonName not requiredPersonNm
Relationship With OrgNot required for collegesRelationshipWithOrgTxt
Cash Grant$16,250CashGrantAmt
Type Of AssistanceTuition ExchangeTypeOfAssistanceTxt
Assistance PurposeTuition benefit for childAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Adage Capital ManagementBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionTrustee's HusbandRelationshipDescriptionTxt
Transaction$584,623TransactionAmt
TransactionInvestment Management FeesTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

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

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution41ContributionCnt
Noncash Contributions Rpt F990$1,442,530NoncashContributionsRptF990Amt
Method Of Determining RevenuesOpinions of expertsMethodOfDeterminingRevenuesTxt

Art Historical Treasures ArtHistoricalTreasuresGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$39,800NoncashContributionsRptF990Amt
Method Of Determining RevenuesOpinions of expertsMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$87,055NoncashContributionsRptF990Amt
Method Of Determining RevenuesOpinions of expertsMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution313ContributionCnt
Noncash Contributions Rpt F990$4,036,608NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Real Estate Commercial RealEstateCommercialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1,000,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Historical Artifacts HistoricalArtifactsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$4,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesOpinions of expertsMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received21Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I, Line 32bFormAndLineReferenceDesc
ExplanationFor gifts of tangible real or personal property that do not meet the College's mission objectives, the College engages the services of an auction house or real estate agent to sell the property and transfer the proceeds to the College.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, Line 4In October 2014, the by-laws were amended to allow for up to 34 Trustees and 27 Term Trustees at any given time during the fiscal year.
Form 990, Part VI, Section A, Line 7aAccording 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 11bAnnual 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 12cThe 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 15Annually, 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 Marketing and Communications) and the Secretary of the College. This process was last undertaken in May 2015 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 College'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 19The 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 XI, Line 9Other changes include Willits Hallowell Center support of -47,302, change in value of interest rate swaps of 700,560, change in FAS 158 pension liability of -1,645,574, and change in value of split interest agreements of -3,216,446.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
Willits Hallowell Center Inc
c/o Mount Holyoke College50 College StreetSouth HadleyMA01075042565823MHC MeetingsMA501(c)(3)11(d)The Trustees of Mount Holyoke CollegeYes (1)
Alumnae Association of Mount Holyoke College
c/o Mount Holyoke College50 College StreetSouth HadleyMA01075042105894Alumnae NetworkingMA501(c)(3)11(a)0N/A
Associated Kyoto Program Inc
Smith College Controllers OfficeCollege Hall Room 204NorthamptonMA01063042996114Educational ExchangeMA501(c)(3)11(d)0N/A
Center Redevelopment Corporation
17 College StreetSouth HadleyMA01075042939950Real EstateMA501(c)(3)11(a)The Trustees of Mount HolyokeYes (1)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line2USAddress/AddressLine2Txt
The Center Business Corporation
17 College StreetSouth HadleyMA01075042983326Small business investmentMAMount Holyoke CollegeC-$565$10,8071Yes (1)
Charitable Remainder Unitrusts (21)
c/o Mount Holyoke CollegeSouth HadleyMA01075Charitable TrustMAMount Holyoke CollegeTYes (1)50 College Street
Charitable Remainder Unitrusts Make Up (1)
c/o Mount Holyoke CollegeSouth HadleyMA01075Charitable TrustMAMount Holyoke CollegeTYes (1)50 College Street
Perpetual Trust (1)
c/o Mount Holyoke CollegeSouth HadleyMA01075Charitable TrustMAMount Holyoke CollegeTYes (1)50 College Street
Pooled Income Funds (2)
c/o Mount Holyoke CollegeSouth HadleyMA01075Charitable TrustMAMount Holyoke CollegeTYes (1)50 College Street
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Willits Hallowell Center Inc
l$142,697Overhead Allocation
Willits Hallowell Center Inc
m$510,652Internal Sales
Willits Hallowell Center Inc
n$350,000Estimated fair market value of building
Willits Hallowell Center Inc
r$47,302Willits Hallowell Center subsidy
Pooled Income Funds (2)
s$393,734Mandatory Transfers