TRUSTEES OF DARTMOUTH COLLEGE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF DARTMOUTH COLLEGE (EIN 02-0222111)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201301349349301800
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-05-14T09:21:58-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020222111 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Trustees of Dartmouth College | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TRUS | NameControl |
| Phone | 6036463011 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 Lebanon Street Suite 302 No 6015 | AddressLine1 |
| City | Hanover | City |
| State | NH | State |
| ZIP Code | 03755 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Gail Goodness | Name |
| Title | Controller | Title |
| Phone | 6036463011 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Jim Yong Kim | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 Lebanon Street Suite 302 No 6015 | AddressLine1 |
| City | Hanover | City |
| State | NH | State |
| ZIP Code | 03755 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8651591165 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.dartmouth.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1769 | YearFormation |
| State Legal Domicile | NH | StateLegalDomicile |
| Activity Or Mission Description | Dartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 10046 | TotalNbrEmployees |
| Total Nbr Volunteers | 15527 | TotalNbrVolunteers |
| Total Gross UBI | 14013792 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -2715370 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 316726888 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 332464631 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 427007655 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 445592543 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 198165265 | InvestmentIncomePriorYear |
| Investment Income Current Year | 166846502 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 17307400 | OtherRevenuePriorYear |
| Other Revenue Current Year | 22800969 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 959207208 | TotalRevenuePriorYear |
| Total Revenue Current Year | 967704645 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 126384248 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 129556469 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 439093629 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 444510823 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 32246061 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 329483116 | OtherExpensePriorYear |
| Other Expenses Current Year | 364527988 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 894960993 | TotalExpensesPriorYear |
| Total Expenses Current Year | 938595280 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 64246215 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 29109365 | RevenuesLessExpensesCY |
| Total Assets BOY | 5828845616 | TotalAssetsBOY |
| Total Assets EOY | 5956433367 | TotalAssetsEOY |
| Total Liabilities BOY | 1765644068 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1954848215 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4063201548 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4001585152 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Dartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 488452970 | Expense |
| Grants | 120581149 | Grants |
| Revenue | 349612615 | Revenue |
| Description | 4a. Education and Academic Support: The cycle of learning-discovery, dissemination, and implementation-occurs at Dartmouth as in few other places in the world. Through person-to-person teaching and opportunities to create and apply knowledge on campus and across the globe, Dartmouth instills love of learning among students and empowers them for a lifetime of leadership. Academics at Dartmouth are innovative, interdisciplinary, international, and individualized for each student. Each student's experience is distinguished by breadth, depth, and personal connections with top faculty. The institution comprises the Faculty of the Arts & Sciences and three professional schools: the Thayer School of Engineering, the Tuck School of Business, and Dartmouth Medical School. Dartmouth's 1,016-person faculty teaches and guides almost 6,100 undergraduate and graduate students. Dartmouth's library system directly supports the research and teaching mission of Dartmouth College, as well as the life-long learning needs of the Dartmouth community, by providing access to more than 35,000 digital resources such as indexes, databases and journals, 20,000 print and digital journal titles, 2.7 million books, 12,000 videos, 190,000 maps, 35,000 sound recordings and 450,000 photographs. State -of-the-art computing resources are available to faculty and students to foster innovation and excellence in research and in the curriculum. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 189416081 | Expense |
| Grants | 8139873 | Grants |
| Revenue | 13992753 | Revenue |
| Description | 4b. Research & Research Support: At Dartmouth, teaching and research are inextricably linked. Dartmouth offers undergraduate students a rigorous curriculum at the forefront of higher education and Dartmouth faculty pursue research at the highest levels of their disciplines. More than 1,000 undergraduate students conduct independent study through one-on-one supervision with a faculty member or work as a member of a research group in state-of-the-art facilities. Dartmouth is home to world-class scholars in the Faculty of Arts & Sciences, the Thayer School of Engineering, the Tuck School of Business, and the Dartmouth Medical School-which has strong ties to the Dartmouth-Hitchcock Clinic and the Mary Hitchcock Memorial Hospital. In addition, Dartmouth has more than 50 centers, institutes, research groups, and laboratories in areas ranging from medicine to social policy, from engineering to business. Many of these are interdisciplinary and join faculty and students from across the College to work on complex issues. During fiscal 2012, faculty and others engaged in sponsored activity received $211.0 million in awards from external funding agencies. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 140862440 | Expense |
| Grants | 835447 | Grants |
| Revenue | 81987174 | Revenue |
| Description | 4c. Campus Life: Our close-knit community is a distinctive and enduring feature of the Dartmouth experience. For students, the process of joining and adapting to a new community can be as educationally significant as their academic work. For this reason, Dartmouth invests resources in creating a community that is both stimulating and nurturing. Nearly 90% of Dartmouth undergraduates live on campus and Dartmouth's diverse dining facilities are the hub of many social activities. Athletics at Dartmouth compliment the overall academic and intellectual growth of Dartmouth students, with more than 75% of undergraduates participating in at least one of the 34 varsity teams, 30 club sports teams and dozens of intramural squads offered at the College. In addition, facilities such as the Hanover Country Club, Dartmouth Skiway, and Morton Farm provide an opportunity for recreation and learning beyond the classroom. There are also approximately 350 student groups which allow students to explore interests in the diverse areas, including community service, the environment, music, dance, politics and journalism. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 818731491 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 2110 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 10046 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | GM | NameOfForeignCountry |
| Name Of Foreign Country | SP | NameOfForeignCountry |
| Name Of Foreign Country | FR | NameOfForeignCountry |
| Name Of Foreign Country | IT | NameOfForeignCountry |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Name Of Foreign Country | EI | NameOfForeignCountry |
| Name Of Foreign Country | NZ | NameOfForeignCountry |
| Name Of Foreign Country | CH | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Controller's Office | NamePerson |
| Telephone Number | 6036463011 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 Lebanon Street Suite 302 | AddressLine1 |
| City | Hanover | City |
| State | NH | State |
| ZIP Code | 03755 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (48 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Gail Boudreaux | |||||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||||
| R William Burgess Jr | |||||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||||
| James Coulter | |||||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||||
| John Donahoe | |||||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||||
| Denise Dupre | |||||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||||
| Gregg Engles | |||||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||||
| R Bradford Evans | |||||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||||
| Nathaniel Fick | |||||||||
| Trustee | 0.10 | X | 0 | 0 | 0 | ||||
| Marye Anne Fox | |||||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||||
| Annette Gordon-Reed | |||||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||||
| Charles Haldeman Jr | |||||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||||
| William Helman IV | |||||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||||
| David Hodgson | |||||||||
| Trustee | 0.10 | X | 0 | 0 | 0 | ||||
| Jeffrey Immelt | |||||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||||
| Richard Kimball | |||||||||
| Trustee | 0.10 | X | 0 | 0 | 0 | ||||
| Morton Kondracke | |||||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||||
| John Lynch | |||||||||
| Trustee | 0.10 | X | 0 | 0 | 0 | ||||
| Stephen Mandel Jr | |||||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||||
| Sherri Oberg | |||||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||||
| Trevor Rees-Jones | |||||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||||
| John Replogle | |||||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||||
| John Rich | |||||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||||
| Laurel Richie | |||||||||
| Trustee | 0.10 | X | 0 | 0 | 0 | ||||
| Peter Robinson | |||||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||||
| Thurman Rodgers | |||||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||||
| Steven Roth | |||||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||||
| Peggy Epstein Tanner | |||||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||||
| Diana Taylor | |||||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||||
| Benjamin Wilson | |||||||||
| Trustee | 0.10 | X | 0 | 0 | 0 | ||||
| Jim Yong Kim | |||||||||
| President | 40.00 | X | 809582 | 0 | 108043 | X | |||
| Carol Folt | |||||||||
| Provost | 40.00 | 525860 | 0 | 74221 | X | ||||
| Steven Kadish | |||||||||
| Executive Vice President & CFO | 40.00 | 476281 | 0 | 31692 | X | ||||
| Robert Donin | |||||||||
| General Counsel | 40.00 | 362563 | 0 | 23823 | X | ||||
| Michael Mastanduno | |||||||||
| Dean of Faculty | 40.00 | 347893 | 0 | 47311 | X | ||||
| Pamela Peedin | |||||||||
| Chief Investment Officer | 40.00 | 825429 | 0 | 46581 | X | ||||
| Carolyn Pelzel | |||||||||
| Senior VP for Advancement | 40.00 | 426048 | 0 | 37577 | X | ||||
| Linda Snyder | |||||||||
| VP Campus Planning Facilities | 40.00 | 259173 | 0 | 29886 | X | ||||
| Wiley Souba | |||||||||
| Dean, Geisel School of Medicine | 40.00 | 792749 | 0 | 46798 | X | ||||
| Michael Wagner | |||||||||
| Vice President for Finance | 40.00 | 235162 | 0 | 46282 | X | ||||
| Paul Danos | |||||||||
| Dean, Tuck School of Business | 40.00 | 579302 | 0 | 39937 | X | ||||
| Sydney Finkelstein | |||||||||
| Professor of Management | 40.00 | 610181 | 0 | 45780 | X | ||||
| Richard Freeman Jr | |||||||||
| Chair, Department of Surgery | 40.00 | 716969 | 0 | 46798 | X | ||||
| Vijay Govindarajan | |||||||||
| Professor of International Business | 40.00 | 559538 | 0 | 41063 | X | ||||
| Megan Hammond | |||||||||
| Managing Director | 40.00 | 553869 | 0 | 45552 | X | ||||
| James Wright | |||||||||
| Professor & Former President | 40.00 | 609402 | 0 | 35878 | X | ||||
| Adam Keller | |||||||||
| TDI Chief of Strategy, Fmr EVP & CFO | 40.00 | 732572 | 0 | 44184 | X | ||||
| Barry Scherr | |||||||||
| Professor & Former Provost | 40.00 | 344396 | 0 | 43204 | X | ||||
| William Green | |||||||||
| Professor & Former Dean, Geisel School of Medicine | 40.00 | 376840 | 0 | 23422 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 10143809 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 858032 | TotalOtherCompensation |
| Number Individuals GT100 K | 19 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Bond Brothers Inc | |||||
| 145 Spring Street | Everett | MA | 02149 | Construction and general contractor | 25694602 |
| Engelberth Construction Inc | |||||
| 428 Main Street | Keene | NH | 03431 | Construction and general contractor | 19835127 |
| William A Berry & Son Inc | |||||
| 99 Confier Hill Drive | Danvers | MA | 01923 | Construction and general contractor | 19066928 |
| Dartmouth Hitchcock Medical Center | |||||
| One Medical Center Drive | Lebanon | NH | 03756 | Medical Research | 14026776 |
| Mary Hitchcock Memorial Hospital | |||||
| One Medical Center Drive | Lebanon | NH | 03756 | Medical Research | 7042786 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 135 | NumberOfContractorsGT100K |
| Membership Dues | 242895 | MembershipDues |
| Fundraising Events | 135214 | FundraisingEvents |
| Government Grants | 137478154 | GovernmentGrants |
| All Other Contributions | 194608368 | AllOtherContributions |
| Noncash Contributions | 27584055 | NoncashContributions |
| Total Contributions | 332464631 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Tuition and Fees | 611600 | 294530418 | 294530418 | |
| Auxiliary Service | 611710 | 60251704 | 58355803 | 1895901 |
| Medical Related | 611600 | 52951135 | 52951135 | |
| All other | 611600 | 21796345 | 21395147 | 401198 |
| Other Education Relate | 611600 | 16062941 | 16012244 | 50697 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 445592543 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 48997279 | TotalRevenueColumn |
| Unrelated Business Revenue | -3955288 | UnrelatedBusinessRevenue |
| Exclusion | $52,952,567 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 607 | TotalRevenueColumn |
| Exclusion | $607 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11018782 | TotalRevenueColumn |
| Exclusion | $11,018,782 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 20024075 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 15379351 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 4644724 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4644724 | TotalRevenueColumn |
| Unrelated Business Revenue | 140181 | UnrelatedBusinessRevenue |
| Exclusion | $4,504,543 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7767703443 | Securities |
| Other | 18601454 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7668288341 | Securities |
| Other | 167940 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 99415102 | Securities |
| Other | 18433514 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 117848616 | TotalRevenueColumn |
| Unrelated Business Revenue | 15481103 | UnrelatedBusinessRevenue |
| Exclusion | $102,367,513 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 104977 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 135214 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 50888 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 54089 | TotalRevenueColumn |
| Exclusion | $54,089 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| Split interest distrib | 525920 | 4792954 | $4,792,954 |
| Other revenue | 900099 | 2290420 | $2,290,420 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 7083374 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 967704645 | TotalRevenueColumn |
| Related Or Exempt Function Income | 443244747 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 14013792 | UnrelatedBusinessRevenue |
| Exclusion | $177,981,475 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72500 | Total |
| Program Services | 72500 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125604790 | Total |
| Program Services | 125604790 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3879179 | Total |
| Program Services | 3879179 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5850885 | Total |
| Program Services | 1193043 | ProgramServices |
| Management And General | 4150281 | ManagementAndGeneral |
| Fundraising | 507561 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2386964 | Total |
| Program Services | 1417769 | ProgramServices |
| Management And General | 969195 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 376465354 | Total |
| Program Services | 319748269 | ProgramServices |
| Management And General | 38845505 | ManagementAndGeneral |
| Fundraising | 17871580 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28222829 | Total |
| Program Services | 23516639 | ProgramServices |
| Management And General | 3329685 | ManagementAndGeneral |
| Fundraising | 1376505 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9500438 | Total |
| Program Services | 7861862 | ProgramServices |
| Management And General | 1172662 | ManagementAndGeneral |
| Fundraising | 465914 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22084353 | Total |
| Program Services | 18274778 | ProgramServices |
| Management And General | 2726517 | ManagementAndGeneral |
| Fundraising | 1083058 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 343801 | Total |
| Program Services | 342897 | ProgramServices |
| Management And General | 904 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1763530 | Total |
| Program Services | 440745 | ProgramServices |
| Management And General | 1321713 | ManagementAndGeneral |
| Fundraising | 1072 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 532933 | Total |
| Program Services | 16318 | ProgramServices |
| Management And General | 516615 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143227 | Total |
| Management And General | 143227 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4366094 | Total |
| Management And General | 4366094 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91149811 | Total |
| Program Services | 79757901 | ProgramServices |
| Management And General | 5623385 | ManagementAndGeneral |
| Fundraising | 5768525 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1861599 | Total |
| Program Services | 1518256 | ProgramServices |
| Management And General | 152244 | ManagementAndGeneral |
| Fundraising | 191099 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23789730 | Total |
| Program Services | 19862931 | ProgramServices |
| Management And General | 1834892 | ManagementAndGeneral |
| Fundraising | 2091907 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10105687 | Total |
| Program Services | 4573324 | ProgramServices |
| Management And General | 5352013 | ManagementAndGeneral |
| Fundraising | 180350 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 861575 | Total |
| Program Services | 859025 | ProgramServices |
| Management And General | 1800 | ManagementAndGeneral |
| Fundraising | 750 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44650922 | Total |
| Program Services | 41138971 | ProgramServices |
| Management And General | 3339224 | ManagementAndGeneral |
| Fundraising | 172727 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25708742 | Total |
| Program Services | 22513518 | ProgramServices |
| Management And General | 1427580 | ManagementAndGeneral |
| Fundraising | 1767644 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1909865 | Total |
| Program Services | 1712340 | ProgramServices |
| Management And General | 126516 | ManagementAndGeneral |
| Fundraising | 71009 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39888381 | Total |
| Program Services | 32306478 | ProgramServices |
| Management And General | 7553942 | ManagementAndGeneral |
| Fundraising | 27961 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52848319 | Total |
| Program Services | 49698499 | ProgramServices |
| Management And General | 3085342 | ManagementAndGeneral |
| Fundraising | 64478 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1541182 | Total |
| Program Services | 1012180 | ProgramServices |
| Management And General | 514614 | ManagementAndGeneral |
| Fundraising | 14388 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Purchase for resale | 17825759 | 17774837 | 50922 | |
| Book & media | 11366253 | 11204003 | 94106 | 68144 |
| Non Cap Equipment | 6196481 | 5905617 | 265213 | 25651 |
| Other equip rental and | 4537528 | 3976270 | 393601 | 167657 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23136569 | Total |
| Program Services | 22548552 | ProgramServices |
| Management And General | 259936 | ManagementAndGeneral |
| Fundraising | 328081 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 938595280 | Total |
| Program Services | 818731491 | ProgramServices |
| Management And General | 87617728 | ManagementAndGeneral |
| Fundraising | 32246061 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13996187 | BOY |
| EOY | 16467473 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 325954784 | BOY |
| EOY | 288561537 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 196557324 | BOY |
| EOY | 172264840 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25786341 | BOY |
| EOY | 41948205 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49313605 | BOY |
| EOY | 82959638 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3247346 | BOY |
| EOY | 3138932 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9090440 | BOY |
| EOY | 7985518 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1531977545 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 604283506 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 863626457 | BOY |
| EOY | 927694039 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 825220553 | BOY |
| EOY | 1018935921 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3338016426 | BOY |
| EOY | 3343678775 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3497678 | BOY |
| EOY | 1467510 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 174538475 | BOY |
| EOY | 51330979 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5828845616 | BOY |
| EOY | 5956433367 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81700260 | BOY |
| EOY | 72748697 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33442218 | BOY |
| EOY | 37238516 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 572515000 | BOY |
| EOY | 553975000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47640568 | BOY |
| EOY | 42587930 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48011260 | BOY |
| EOY | 51664512 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 287000000 | BOY |
| EOY | 519000000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 695334762 | BOY |
| EOY | 677633560 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1765644068 | BOY |
| EOY | 1954848215 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1109343687 | BOY |
| EOY | 997455402 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1980299255 | BOY |
| EOY | 1983898473 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 973558606 | BOY |
| EOY | 1020231277 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4063201548 | BOY |
| EOY | 4001585152 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5828845616 | BOY |
| EOY | 5956433367 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 29109365 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -90725761 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | 0 | PoliticalExpenditures |
| Volunteer Hours | 0 | VolunteerHours |
| Amt Of4955 Tax | 0 | AmtOf4955Tax |
| Amt Of4955 Tax On Managers | 0 | AmtOf4955TaxOnManagers |
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 1 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 1 | GrantsOtherOrganizations |
| Grants Other Organizations | $106,600 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $36,627 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 143227 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Explanation of Lobbying Activities: | Identifier |
| Return Reference | Part II-B, Line 1: | ReturnReference |
| Explanation | Meetings were held with US Senators, Congressional Representatives, and White House staff to discuss matters relating to federally funded research programs and the field of health care delivery science. Meetings were held with members of the State of New Hampshire Legislature for matters including the New Hampshire Hospital contract. Meetings were held with local officials to discuss matters including zoning changes and town planning. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 7 | NumberDAFsHeld |
| Donor Advised Contributions | 1047930 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 442365 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 4460513 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 1 | SolicitedAssetsForSale |
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3413406772 | BeginningOfYearBalance |
| Contributions | 60905749 | Contributions |
| Investment Earnings Or Losses | 197299445 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -41034271 | GrantsOrScholarships |
| Other Expenditures | -144194276 | OtherExpenditures |
| End Of Year Balance | 3486383419 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2998302307 | BeginningOfYearBalance |
| Contributions | 52718726 | Contributions |
| Investment Earnings Or Losses | 541549240 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -39486695 | GrantsOrScholarships |
| Other Expenditures | -139676806 | OtherExpenditures |
| End Of Year Balance | 3413406772 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2824894018 | BeginningOfYearBalance |
| Contributions | 82027937 | Contributions |
| Investment Earnings Or Losses | 298314278 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -47197989 | GrantsOrScholarships |
| Other Expenditures | -159735937 | OtherExpenditures |
| End Of Year Balance | 2998302307 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3660159037 | BeginningOfYearBalance |
| Contributions | 90714805 | Contributions |
| Investment Earnings Or Losses | -691492222 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -53107545 | GrantsOrScholarships |
| Other Expenditures | -181380057 | OtherExpenditures |
| End Of Year Balance | 2824894018 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19090476 | OtherCostOrOtherBasis |
| Book Value | 19090476 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1011851115 | OtherCostOrOtherBasis |
| Depreciation | 369783401 | Depreciation |
| Book Value | 642067714 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 268719034 | OtherCostOrOtherBasis |
| Depreciation | 168050940 | Depreciation |
| Book Value | 100668094 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 232316920 | OtherCostOrOtherBasis |
| Depreciation | 66449165 | Depreciation |
| Book Value | 165867755 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 927694039 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (7 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Private Equity/Venture Capital Limited Partnership | 961639629 | F |
| Private Equity/Venture Real Estate & Real Asset Limited Partnership | 847110045 | F |
| Private Equity/Venture Other Investments | 5706131 | F |
| Cash & Cash Equlivalents and Commingled | 83 | F |
| Fixed Income Securities and Commingled Funds | 78600 | F |
| Global Equity Commingled Funds | 667489346 | F |
| Marketable Alternative Strategies Commingled Funds | 861654941 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 3343678775 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Mark to market liability on interest rate swap agreements | $216,305,661 |
| Employee Benefit Liabilities | $315,980,100 |
| Pending Trades Liability | $98,222,690 |
| Conditional asset retirement obligation | $21,665,289 |
| Government advance, student loans | $20,191,757 |
| Other | $5,268,063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 677633560 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Uncertain Tax Positions Under FIN 48: | Part X: | Dartmouth believes it has taken no significant uncertain position tax positions. |
| Part III, Line 1a Dartmouth's collections include works of art, literary works, historical treasures, and artifacts that are maintained in its museum and libraries. These collections are protected and preserved for public exhibition, education, research, and the furtherance of public service. Each of the items is cataloged, preserved, and cared for, and activities verifying their existence and assessing their condition are performed continuously. The collections are subject to a policy that requires proceeds from their sale to be used to acquire other items for collections. The collections, which were acquired through purchases and contributions since Dartmouth's inception, are not recognized as assets in the Statement of Financial Position. Purchases of collection items are recorded as decreases in unrestricted net assets in the year in which the items are acquired or in temporarily restricted net assets if the assets used to purchase the items are restricted by donors. Contributed collection items are not recorded in the financial statements. Part III, Line 4 Collections at Dartmouth College exist in two primary areas: the Hood Museum of Art (the Hood) and the Dartmouth College library system. The Hood Museum of Art at Dartmouth College is one of the oldest and largest college museums in the country. The collections of the Hood, which number some 65,000 objects, are rich, diverse, and available for the use by both Dartmouth and the broader community. Access to works of art is provided through permanent collection displays, the online collections database, special exhibitions, the website, scholarly publications, and programs and events. These exhibits and programs are an exciting learning resource for students and the academic community. The Hood offers a vital curricular resource, a source for lectures, gallery talks, symposia, and receptions for the public, and an on-line database of thousands of works. The Dartmouth College Library fosters intellectual growth and advances the mission of Dartmouth College and affiliated communities by supporting excellence and innovation in education and research, managing and delivering information, and partnering to develop and disseminate new scholarship. The Rauner Special Collections Library houses Dartmouth's Archives, the Rare Books Collections, and the Manuscripts Collection. Dartmouth's Archives documents the history of the College through the historical records of the institution and the three professional schools, as well as the history of the surrounding area through selected collections related to local businesses and organizations. Totaling more than 100,000 volumes, Dartmouth's rare book collections constitute a resource of major importance to the institution and the scholarly world at large. The manuscript collections contain over six and a half million unique and original items. Dartmouth students, faculty, staff and outside researchers are all welcome to make use of Rauner Library's extensive holdings of rare books, manuscripts, and archival documents for their research. Part IV, Line 2 Certain donors have established irrevocable split-interest agreements with Dartmouth, primarily charitable gift annuities, pooled life income funds, and irrevocable charitable remainder trusts, whereby the donated assets are invested and a liability is recognized for distributions to be made in accordance with the agreements. In addition, Dartmouth maintains the Dartmouth Donor Advised Fund (DDAF) to enable philanthropic individuals and families to streamline the management of their charitable gifts. Through the DDAF, Dartmouth receives, invests and administers gifts to Dartmouth and other charitable organizations on the donors' behalf. For all residental rental properties and some commercial rental properties, Dartmouth collects one month's rent which it holds in escrow to be used, if necessary, to pay for damages identified when the property is vacated. Part V, Line 4 Dartmouth's endowment plays a critical role in supporting the current and future work of Dartmouth. Its investment and spending policies are designed to balance the needs of current Dartmouth students with the needs of future generations of Dartmouth students. Earning long-term returns that maintain the inflation-adjusted purchasing power of the endowment underpins this concept of intergenerational equity. The endowment is composed of both restricted funds, for which donors designate a specific purpose for their gifts, and unrestricted funds. There are over 5600 separate funds that make up Dartmouth's endowment. Dartmouth's endowment spending policy seeks to balance the competing objectives of supporting the current generation of students and faculty with the need to preserve the endowment's purchasing power for future generations. Distributions from the endowment, which are approved annually by the Board of Trustees, are intended to support Dartmouth's mission by contributing funding to a variety of needs in academic, research and student life activities. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Explanation of Nondiscriminatory Policy Publication | Schedule E, Part I, Line 3 | The College's racially nondiscriminatory policy is widely publicized through a variety of print and electronic media. The notification language set forth in Section 403 Rev of Rev. Proc. 75-50 is included in the College's brochures and other publications which are available to the general public. |
| Explanation of Government Financial Assistance | Schedule E, Part I, Line 6 | Dartmouth College received federal and state funding in support of its instructional and research programs. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (40 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures | Number Of EmployeesNumberOfEmployees |
|---|---|---|---|---|
| Antarctica | Program Services | Research | 8251 | |
| Antarctica | Program Services | Education | 2551 | |
| Central America and the Caribbean | Investment | 809798292 | ||
| Central America and the Caribbean | Program Services | Research | 50813 | |
| Central America and the Caribbean | Program Services | Education and educational consulting | 75587 | |
| Central America and the Caribbean | Program Services | Study-abroad programs | 113707 | |
| Central America and the Caribbean | Program Services | Volunteer Services | 64928 | |
| East Asia and the Pacific | Program Services | Research | 114094 | |
| East Asia and the Pacific | Program Services | Education and educational consulting | 906198 | |
| East Asia and the Pacific | Program Services | Study-abroad programs | 717031 | |
| East Asia and the Pacific | Progam Services | Volunteer Services | 39809 | |
| Europe | Investment | 41535607 | ||
| Europe | Program Services | Research | 649435 | |
| Europe | Program Services | Education and educational consulting | 1846228 | |
| Europe | Program Services | Study-abroad programs | 3936093 | |
| Europe | Program Services | Volunteer Services | 42086 | |
| Europe | Fundraising | 86889 | 1 | |
| Middle East and North Africa | Program Services | Research | 24975 | |
| Middle East and North Africa | Program Services | Education | 66782 | |
| Middle East and North Africa | Program Services | Study-abroad programs | 212164 | |
| Middle East and North Africa | Program Services | Volunteer Services | 36197 | |
| North America | Program Services | Research | 106005 | |
| North America | Program Services | Education | 238686 | |
| North America | Program Services | Study-abroad programs | 74245 | |
| Russia and the Newly Independent States | Program Services | Study-abroad programs | 44764 | |
| Russia and the Newly Independent States | Program Services | Edcuation and educational counsulting | 12650 | |
| Russia and the Newly Independent States | Program Services | Volunteer Services | 3900 | |
| South America | Program Services | Research | 43130 | |
| South America | Program Services | Education and educational consulting | 240532 | |
| South America | Program Services | Study-abroad programs | 257346 | |
| South America | Program Services | Volunteer Services | 72422 | |
| South Asia | Program Services | Research | 182 | |
| South Asia | Program Services | Education and educational consulting | 407231 | |
| South Asia | Program Services | Study-abroad programs | 67663 | |
| South Asia | Program Services | Volunteer Services | 53197 | |
| Sub-Saharan Africa | Investment | 4627656 | ||
| Sub-Saharan Africa | Program Services | Research | 338923 | |
| Sub-Saharan Africa | Program Services | Education and educational consulting | 209564 | |
| Sub-Saharan Africa | Program Services | Study-abroad programs | 173109 | |
| Sub-Saharan Africa | Program Services | Volunteer Services | 172180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 1 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 810228223 | SubtotalAmountSpent |
| Cont Amount Spent | 57242879 | ContAmountSpent |
| Total Amount Spent | 867471102 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (9 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|
| Scholarships/Tuition Remission | Central America and the Caribbean | 6 | 86641 | Student scholarships | FMV |
| Scholarships/Tuition Remission | East Asia and the Pacific | 42 | 573161 | Student scholarships | FMV |
| Scholarships/Tuition Remission | Europe | 198 | 2739522 | Student scholarships | FMV |
| Scholarships/Tuition Remission | Middle East and North Africa | 5 | 66647 | Student scholarships | FMV |
| Scholarships/Tuition Remission | North America | 9 | 126629 | Student scholarships | FMV |
| Scholarships/Tuition Remission | Russia and Newly Independent States | 2 | 33323 | Student scholarships | FMV |
| Scholarships/Tuition Remission | South America | 8 | 106635 | Student scholarships | FMV |
| Scholarships/Tuition Remission | South Asia | 4 | 59982 | Student scholarships | FMV |
| Scholarships/Tuition Remission | Sub-Saharan Africa | 6 | 86641 | Student scholarships | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 1 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Part I, Line 2: Grants distributed by the College consist primarily of scholarships, fellowships and related support given to Dartmouth students. Scholarships are awarded based on the financial need of the student. Scholarship applications are reviewed by a financial aid officer. Financial aid officers are expected to recuse themselves from any case in which they either have a personal interest or feel they cannot be impartial. A random sampling of cases read by each undergraduate financial aid officer is reviewed by the Associate and Senior Associate Directors to ensure compliance with federal regulations, adherence to Dartmouth policies, consistency in results and accuracy. Scholarships are credited to an individual student's account through the Banner Student Information System after the student has enrolled for the term (these credits are included in "non-cash assistance" above). Scholarship funds are withdrawn if the student ceases to be enrolled. Fellowships are granted in support of a student's educational or research endeavors. All educational and research work is monitored by Dartmouth faculty. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Golf Tournament | NameOfEvent1 |
| Gross Receipts Event1 | 117401 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 62536 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 54865 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 661 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 10821 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 11404 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 14824 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Tuck Auction | NameOfEvent2 |
| Gross Receipts Event2 | 68593 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 66198 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 2395 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 1105 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 1295 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 3872 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 1709 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 54197 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 6480 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 47717 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 805 | NonCashPrizesOtherEvents |
| Food And Beverage Other Events | 3200 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 1192 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 240191 | GrossReceiptsTotal |
| Charitable Contributions Total | 135214 | CharitableContributionsTotal |
| Gross Revenue Total Events | 104977 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 1466 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 11926 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 15899 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 3872 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 17725 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 50888 | DirectExpenseSummaryEvents |
| Net Income Summary | 54089 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Roundabout Theatre Company | |||||||
| 231 West 39th Street Suite 1200 | New York | NY | 10018 | 136192346 | 501(c)3 | 25000 | Distribution from donor advised fund |
| The Esperanza Academy | |||||||
| 198 Garden Street | Lawrence | MA | 01840 | 731722348 | 501(c)3 | 6000 | Distribution from donor advised fund |
| The Arts Council of Southern Finger Lakes | |||||||
| 32 West Market Street | Corning | NY | 14830 | 160999315 | 501(c)3 | 7500 | Distribution from donor advised fund |
| Spirial-E Solutions LLC | |||||||
| 5 Vinje Court | Madison | WI | 53716 | 454014742 | 10000 | Greener Ventures Award | |
| PayorPass Inc | |||||||
| 20 Gloucester 6 | Boston | MA | 02115 | 454289785 | 25000 | Greener Ventures Award | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 2 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| Scholarships/Tuition Remission | 3433 | 192811 | 117960285 | FMV | Student Scholarships/tuition remission and employee tuition reimbursement |
| Fellowships | 1151 | 10480523 | 208827 | FMV | Student Fellowships/Employment |
| Internships | 452 | 899384 | FMV | Student Paid Internships | |
| Health Insurance Subsidy | 716 | 11004 | 1286133 | FMV | Subsidize health insurance cost for graduate students |
| Prizes and Awards | 451 | 305947 | 79298 | FMV | Achievement recognition awards to individual students |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Part I, Line 2: Grants distributed by the College consist primarily of scholarships, fellowships and related support given to Dartmouth students. Scholarships are awarded based on the financial need of the student. Scholarship applications are reviewed by a financial aid officer. Financial aid officers are expected to recuse themselves from any case in which they either have a personal interest or feel they cannot be impartial. A random sampling of cases read by each undergraduate financial aid officer is reviewed by the Associate and Senior Associate Directors to ensure compliance with federal regulations, adherence to Dartmouth policies, consistency in results and accuracy. Scholarships are credited to an individual student's account through the Banner Student Information System after the student has enrolled for the term (these credits are included in "non-cash assistance" above). Scholarship funds are withdrawn if the student ceases to be enrolled. Fellowships are granted in support of a student's educational or research endeavors. All educational and research work is monitored by Dartmouth faculty. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 1 | InitialContractException |
| Rebuttable Presumption Procedure | 0 | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (19 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jim Yong Kim | |||||||||||||
| 768162 | 0 | 0 | 0 | 41420 | 0 | 40450 | 0 | 67593 | 0 | 917625 | 0 | 0 | 0 |
| Carol Folt | |||||||||||||
| 518300 | 0 | 0 | 0 | 7560 | 0 | 22050 | 0 | 52171 | 0 | 600081 | 0 | 0 | 0 |
| Steven Kadish | |||||||||||||
| 468052 | 0 | 0 | 0 | 8229 | 0 | 22050 | 0 | 9642 | 0 | 507973 | 0 | 0 | 0 |
| Robert Donin | |||||||||||||
| 356801 | 0 | 0 | 0 | 5762 | 0 | 22050 | 0 | 1773 | 0 | 386386 | 0 | 0 | 0 |
| Michael Mastanduno | |||||||||||||
| 331854 | 0 | 0 | 0 | 16039 | 0 | 22050 | 0 | 25261 | 0 | 395204 | 0 | 0 | 0 |
| Pamela Peedin | |||||||||||||
| 365209 | 0 | 450000 | 0 | 10220 | 0 | 25050 | 0 | 21531 | 0 | 872010 | 0 | 0 | 0 |
| Carolyn Pelzel | |||||||||||||
| 414399 | 0 | 0 | 0 | 11649 | 0 | 22050 | 0 | 15527 | 0 | 463625 | 0 | 0 | 0 |
| Linda Snyder | |||||||||||||
| 251437 | 0 | 0 | 0 | 7736 | 0 | 21824 | 0 | 8062 | 0 | 289059 | 0 | 0 | 0 |
| Wiley Souba | |||||||||||||
| 722809 | 0 | 0 | 0 | 69940 | 0 | 25050 | 0 | 21748 | 0 | 839547 | 0 | 0 | 0 |
| Michael Wagner | |||||||||||||
| 224449 | 0 | 0 | 0 | 10713 | 0 | 21002 | 0 | 25280 | 0 | 281444 | 0 | 0 | 0 |
| Paul Danos | |||||||||||||
| 556554 | 0 | 0 | 0 | 22748 | 0 | 22050 | 0 | 17887 | 0 | 619239 | 0 | 0 | 0 |
| Sydney Finkelstein | |||||||||||||
| 596846 | 0 | 0 | 0 | 13335 | 0 | 22050 | 0 | 23730 | 0 | 655961 | 0 | 0 | 0 |
| Richard Freeman Jr | |||||||||||||
| 681242 | 0 | 25000 | 0 | 10727 | 0 | 25050 | 0 | 21748 | 0 | 763767 | 0 | 0 | 0 |
| Vijay Govindarajan | |||||||||||||
| 551520 | 0 | 0 | 0 | 8018 | 0 | 22050 | 0 | 19013 | 0 | 600601 | 0 | 0 | 0 |
| Megan Hammond | |||||||||||||
| 261642 | 0 | 281514 | 0 | 10713 | 0 | 22050 | 0 | 23502 | 0 | 599421 | 0 | 0 | 0 |
| James Wright | |||||||||||||
| 573394 | 0 | 0 | 0 | 36008 | 0 | 22050 | 0 | 13828 | 0 | 645280 | 0 | 0 | 0 |
| Adam Keller | |||||||||||||
| 339655 | 0 | 0 | 0 | 392917 | 0 | 24500 | 0 | 19684 | 0 | 776756 | 0 | 369673 | 0 |
| Barry Scherr | |||||||||||||
| 322623 | 0 | 0 | 0 | 21773 | 0 | 24500 | 0 | 18704 | 0 | 387600 | 0 | 0 | 0 |
| William Green | |||||||||||||
| 376804 | 0 | 0 | 0 | 36 | 0 | 22050 | 0 | 1372 | 0 | 400262 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1a | First-class travel and companion travel Dartmouth travel policy allows for first or business class air travel for business purposes in limited circumstances. Consistent with this policy, on infrequent occasions senior officers flew first class with the President's approval. The lack of a major commercial airport within 80 miles of Dartmouth requires use of charter air travel to fulfill the business travel requirements of the President. For this reason, the President had access for business purposes to charter flight service, the cost of which was fully defrayed by private donations designated for this purpose. The President's wife occasionally traveled with him for business purposes including participating in alumni events and meetings with key constituent donors on Dartmouth's behalf. The former Dean of the Medical School's wife, who is an employee of Dartmouth travelled with him on one occasion in her role as a research assistant. Tax indemnification and gross-up payments During calendar 2011, Dartmouth elected to pay the tax obligations that arose from certain compensation transactions for two individuals. These payments were treated as taxable compensation. Housing Allowance or residence for personal use Dartmouth provided housing for the President and Provost. These arrangements were for Dartmouth's convenience and a condition of employment and therefore were not taxable to the individual. Dartmouth provided housing to the Dean of the Geisel School of Medicine. The value of the housing was reported as taxable income. Health or Social Club Dues Dartmouth provided the President with a membership to the Hanover Country Club and passes to the Dartmouth Skiway. The value of these items was recognized as imputed income to the President. Personal Services Darmouth provided housekeeping services for cleaning and maintaining the President's house. The value of services provided for personal living space was recognized as imputed income to the President. |
| Part I, Line 1b | Policy regarding payments received in 1a Dartmouth followed guidance set forth in the tax regulations relevant to the items listed in Line 1a, but did not have a separate written document in fiscal 2012. |
| Part I, Lines 4a-b | Severance Payments Adam Keller received $377,449 in reportable compensation during calendar 2011 under a severance arrangement awarded during fiscal 2010. Participate in or receive payments from Nonqualified Retirement Plans Dartmouth provides the President with a nonqualified 457(f) supplemental retirement plan. The Plan provides for annual credits to the plan subject to vesting requirements based on continuation of employment through set dates. |
| Part I, Line 7 | Richard Freeman received a signing bonus of $25,000 in calendar 2011. Megan Hammond received $180,834 in incentive compensation and an office relocation payment of $100,680 in calendar 2011. Pamela Peedin received incentive compensation of $450,000 in calendar 2011. |
| Part I, Line 8 | Initial Contract Exception The following individuals received compensation paid pursuant to contracts subject to the initial contract exception: Michael Mastanduno, Dean of Faculty; Pamela Peedin, Chief Investment Officer; and Wiley Souba, Dean of the Geisel School of Medicine. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| New Hampshire Health & Educ Facilities Authority | |||||||
| 020279866 | 644614FP9 | 2003-03-12 | 113250000 | Refund 6-1-93 issue | 0 | 0 | 0 |
| New Hampshire Health & Educ Facilities Authority | |||||||
| 020279866 | 644614RV3 | 2007-04-05 | 90000000 | Refund 3-6-97 & 11-13-97 issues, issue costs, capital renovations | 0 | 0 | 0 |
| New Hampshire Health & Educ Facilities Authority | |||||||
| 020279866 | 644614RV3 | 2007-04-05 | 90000000 | Issue cost, new construction, capital renovations, equipment | 0 | 0 | 0 |
| New Hampshire Health & Educ Facilities Authority | |||||||
| 020279866 | 644614YG8 | 2009-06-18 | 207389690 | Refund 12-17-98 & 12-1-99 issues, issue cost, new constr, cap renov | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Capitalized InterestCapitalizedInterest | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion |
|---|---|---|---|---|---|---|---|---|---|
| 23950000 | 1125000 | 1125000 | 1 | 0 | 1 | 1 | |||
| 200000 | 3099064 | 17688 | 1 | 0 | 1 | 1 | 175986 | 2905390 | 2009 |
| 15000000 | 93437692 | 471429 | 0 | 0 | 1 | 1 | 3437682 | 89528571 | 2009 |
| 164890998 | 1042393 | 1 | 0 | 1 | 1 | 152473 | 163696132 | 2012 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Total Private Business UseTotalPrivateBusinessUse |
|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 | ||
| 0 | 0 | 0 | 0 | 1 | 0.00600 | 0.00600 |
| 0 | 1 | 0 | 0 | 1 | 0.00700 | 0.00700 |
| 0 | 1 | 0 | 0 | 1 | 0.00600 | 0.00600 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Business Name Line2NameOfHedgeProvider/BusinessNameLine2 | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated |
|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||
| 0 | 1 | 0 | 0 | 0 | 1 | |||
| Wells Fargo& | ||||||||
| 0 | 1 | 1 | 0 | 0 | 0 | Barclays Bank PLC | 0 | 0 |
| Wells Fargo& | ||||||||
| 1 | 1 | 1 | 0 | 0 | 0 | Barclays Bank PLC | 0 | 0 |
| - | ||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
Form990 Schedule K Part VI Form990ScheduleKPartVI (6 entries)
| ExplanationExplanation |
|---|
| Part II, line 3, col A: The difference between issue price and total proceeds = ($112,125,000) to refinance prior issue. |
| Part II, line 3 col B: The difference between issue price and total proceeds equals the sum of ($87,076,922) to refinance prior issues and $175,986 of investment income. |
| Part II, line 3, col C: The difference between issue price and total proceeds equals $3,437,682 of investment income. |
| Part II, line 3, col D: The difference between issue price and total proceeds equals the sum of ($42,651,166) to refinance prior issues and $151,866 of investment income. |
| Part IV, line 3c, col B & C: $32M hedge with Wells Fargo Bank, NA, interest paid monthly at 3.774% and interest received at 72% of 1 month LIBOR, effective 6-1-07, maturity 6-1-27. |
| Part IV, line 3c, col B & C: $53M hedged with Barclays Bank PLC, interest paid monthly at 3.777%, interest received at 72% of 1 month LIBOR, effective 6-1-07, maturity 6-1-28. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (29 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Bain Capital Fund VII LP | |||
| Dartmouth Trustee Spouse and Bain Capital Managing Director | 450856 | Capital Distribution | 0 |
| Bain Capital Fund VIII LP | |||
| Dartmouth Trustee Spouse and Bain Capital Managing Director | 2227817 | Capital Distribution | 0 |
| Bain Capital Fund IX LP | |||
| Dartmouth Trustee Spouse and Bain Capital Managing Director | 1837706 | Capital Distribution | 0 |
| Bain Capital Fund X LP | |||
| Dartmouth Trustee Spouse and Bain Capital Managing Director | 3471203 | Capital Contribution | 0 |
| Bain Capital Fund X LP | |||
| Dartmouth Trustee Spouse and Bain Capital Managing Director | 327756 | Capital Distribution | 0 |
| Bain Capital Asia Fund LP | |||
| Dartmouth Trustee Spouse and Bain Capital Managing Director | 877500 | Capital Contribution | 0 |
| Bain Capital Asia Fund LP | |||
| Dartmouth Trustee Spouse and Bain Capital Managing Director | 281822 | Capital Distribution | 0 |
| Bain Capital Europe Fund III LP | |||
| Dartmouth Trustee Spouse and Bain Capital Managing Director | 2524958 | Capital Contribution | 0 |
| Bain Capital Europe Fund III LP | |||
| Dartmouth Trustee Spouse and Bain Capital Managing Director | 786326 | Capital Distribution | 0 |
| Greylock XI LP | |||
| Dartmouth Trustee and Greylock Executive Officer | 790546 | Capital Distribution | 0 |
| Greylock XII LP | |||
| Dartmouth Trustee and Greylock Executive Officer | 500000 | Capital Contribution | 0 |
| Greylock XIII LP | |||
| Dartmouth Trustee and Greylock Executive Officer | 5017500 | Capital Contribution | 0 |
| Lone Dragon Pine LP | |||
| Dartmouth Trustee and Lone Pine Managing Director | 15000000 | Capital Contribution | 0 |
| Prospect Harbors Credit Partners LP | |||
| Dartmouth Trustee Spouse and Managing Director of parent company (Bain Cap) | 15010250 | Capital Distribution | 0 |
| Sankaty Credit Opportunities II LLC | |||
| Dartmouth Trustee Spouse and Managing Director of parent company (Bain Cap) | 5550743 | Capital Distribution | 0 |
| TCV VI LP | |||
| Dartmouth Trustee and TCV General Partner | 650000 | Capital Contribution | 0 |
| TCV VI LP | |||
| Dartmouth Trustee and TCV General Partner | 4783843 | Capital Distribution | 0 |
| TCV VII(A) LP | |||
| Dartmouth Trustee and TCV General Partner | 10000000 | Capital Contribution | 0 |
| TCV VII(A) LP | |||
| Dartmouth Trustee and TCV General Partner | 156079 | Capital Distribution | 0 |
| TPG VI | |||
| Dartmouth Trustee and TPG Founding Partner | 2518936 | Capital Contribution | 0 |
| TPG VI | |||
| Dartmouth Trustee and TPG Founding Partner | 543237 | Capital Distribution | 0 |
| General Electric Co | |||
| Dartmouth Trustee and Chairman of General Electric Co. | 829092 | Payments to subrecipient of sponsored project in the ordinary course of business | 0 |
| General Electric Co | |||
| Dartmouth Trustee and Chairman of General Electric Co. | 129239 | Receipts as subrecipient of sponsored project in the ordinary course of business | 0 |
| Garelick Farms | |||
| Dartmouth Trustee and Chairman of Dean Foods Co. | 206338 | Payments for products purchased in the ordinary course of business | 0 |
| Mary Donin | |||
| Spouse of Key Employee | 55973 | Calendar 2011 employee compensation | 0 |
| Kathy Green | |||
| Spouse of Former Key Employee | 63559 | Calendar 2011 employee compensation | 0 |
| Steven Kadish | |||
| Spouse of Key Employee | 507973 | Calendar 2011 employee compensation | 0 |
| David Peart | |||
| Spouse of Officer | 188689 | Calendar 2011 compensation as an employee | 0 |
| Linda Snyder | |||
| Spouse of Officer | 289059 | Calendar 2011 compensation as an employee | 0 |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | In calendar 2011 Dr. Younsook Lim, an employee of Dartmouth Hitchcock Clinic (DHC) provided services to the Dartmouth Institute for Health Policy and Clinical Practice, a department of Dartmouth College. Dartmouth College reimbursed DHC $120,256 for Dr. Lim's services. Dr. Lim is the spouse of a Dartmouth Officer. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 31 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 40 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | $1 per allocation | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 1 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | $1 per allocation | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 2 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | $1 per allocation | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 628 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 27524055 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | market value | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 60000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | market value | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | $1 per allocation | MethodOfDeterminingRevenues |
Archaeological Artifacts ArchaeologicalArtifacts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | $1 per allocation | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Self-created items | 8 | 10 | $1 per allocation |
| X | Horses and Equestrian Equipment | 3 | 3 | $1 per allocation |
| X | Specialized Equipment or Instruments | 8 | 8 | $1 per allocation |
| X | Miscellaneous | 4 | 58506 | $1 per allocation/one at market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 14 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Third Party Use: | Part I, Line 32b: | Dartmouth occasionally uses third parties, including auction houses, to sell specialized items such as jewelry and art. |
| Non Reporting of Revenue: | Part I, Line 33: | Gifts in Kind other than Securites are valued at $1 each for purposes of posting revenue to the general ledger. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 1 | Between meetings of the Board of Trustees, the authority of the Board may be exercised by a standing executive committee consisting of not more than ten members and not less than five members, of whom the President shall be one member. | |
| Form 990, Part VI, Section A, line 2 | Steven Kadish, Executive Vice President, and Linda Snyder, Vice President Campus Planning and Facilities, have a family relationship. | |
| Form 990, Part VI, Section A, line 2 | Gregg Engles, Dartmouth Trustee and Trevor Rees-Jones, Dartmouth Trustee have a business relationship. | |
| Form 990, Part VI, Section B, line 11 | The 990 review process is as follows: A draft of the completed Form 990 is sent to the Audit Committee and a draft of the sections concerning compensation is sent to the Compensation Committee. The Compensation Committee may contact management or the Audit Committee with any questions or concerns on the compensation sections. The Audit Committee then meets with senior management personnel to review the process by which the Form 990 was prepared, discuss any items of significance, and resolve any questions. The Audit Committee then votes to accept the Form 990 based on management's representations. Prior to the return being filed, a draft of the complete Form 990 is provided to the full board. At the next meeting of the Board of Trustees, the Audit Committee reports to the full Board on the results of its review. | |
| Form 990, Part VI, Section B, line 12c | Compliance with Dartmouth's institution-wide Conflict of Interest policy (www.dartmouth.edu/~osp/docs/COIpolicy.pdf) is required by College policy. Compliance is enforced and monitored by the Office of the General Counsel, which reviews information concerning potential conflicts solicited from approximately 350 trustees, faculty, and staff members each year. Compliance with the requirements of the Policy concerning researchers engaged in externally sponsored research is enforced and monitored by the Office of the Provost, and particularly by the Office of Sponsored Projects and the Conflict of Interest Committee of the Council on Sponsored Activities which, in accordance with federal regulations, solicit information from researchers concerning financial interests that may affect or be affected by proposed research. In addition, the Office of the General Counsel and the Investment Office enforce and monitor compliance with the Policy on Pecuniary Benefit Transactions and Related Party Investments. | |
| Form 990, Part VI, Section B, line 15 | The process for determining the compensation of Dartmouth's President and other officers and key employees is as follows: (1) Comparability data are gathered by the Vice President of Human Resources from a compensation survey conducted by a nationally-known compensation consulting firm. (2)Recommendations for compensation adjustments for officers and key employees are prepared by the President, using comparability data and a review of the employee's performance. (3) The President's recommendations are presented for approval to the Compensation Committee of the Board, together with the comparability data. (4) Comparability data for the President's compensation is also presented to the Compensation Committee by the Vice President of Human Resources. The Compensation Committee approves the President's salary. | |
| Form 990, Part VI, Section C, line 19 | Dartmouth makes its governing document (The Charter of Dartmouth College), conflict of interest policies and financial statements available to the public by posting these documents on its website. | |
| Form 990, Part XI, line 5: | Net unrealized gains on investments: 106,820,217. Net Unrealized change in value of non-investment items -198,428,942. Net change in split-interest agreement 882,964. Total to Form 990, Part XI, Line 5: -90,725,761. | Changes in Net Assets or Fund Balances: |
| Form 990 Part IV, Line 28c, Business Transactions with Interested Persons: | A special and rigorous conflict-of-interest policy applies to Dartmouth investments with firms in which related parties (e.g., Trustees or non-Trustee Investment Committee members) have a financial interest. Under the New Hampshire Pecuniary Benefit Law (Revised Statutes Annotated, Chapter 7:19-a) and Dartmouth's Policy on Pecuniary Benefit Transactions and Related Party Investments, such investments are strictly regulated. Before such an investment may be made, the Investment Office must submit to the Board of Trustees an analysis (1) documenting the past performance of funds managed by the firm in question; and (2) comparing the terms of the proposed investment with the terms of other recent similar investments not involving related parties. The analysis must also document that Dartmouth's investment would not comprise more than 10% of the fund and that other institutional investors have committed to participate in the same fund. Based on this information, the proposed investment is considered first by the Investment Committee of the Board of Trustees, then by the Audit Committee, then by the full Board. In each instance, any Trustee or non-Trustee Investment Committee member associated with the firm involved in the investment must be recused from the discussion and vote. The investment may not be made unless the Investment Committee and the Board each give their approval by a two-thirds vote. Approval by the Audit Committee is also required. Approval requires a finding that the proposed investment is fair and reasonable to Dartmouth and that it is no less favorable than the terms of similar recent investments made by Dartmouth not involving related parties. In accordance with State law, a notice of the proposed investment--identifying the related party, the investment firm, and the amount of the investment--is then filed with the State Attorney General's Office and published in the local daily newspaper. | |
| Form 990, Part X: | Certain beginning of year amounts have been reclassified to conform to the end of year presentation. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dartmouth Educational Loan Corporation | ||||||||||||
| 7 Lebanon St Suite 302 | Hanover | NH | 03755 | 020362923 | Educational Loans | NH | 501(c)(3) | Line 11a, I | Truestees of Dartmouth College | 1 | ||
| Tuck Educational Loan Corporation | ||||||||||||
| 7 Lebanon St Suite 302 | Hanover | NH | 03755 | 237181995 | Educational Loans | NH | 501(c)(3) | Line 11a, I | Truestees of Dartmouth College | 1 | ||
| Centerra Marketplace Inc | ||||||||||||
| 7 Lebanon St Suite 302 | Hanover | NH | 03755 | 043369425 | Real Estate Holding | NH | 501(c)(25) | Truestees of Dartmouth College | 1 | |||
| Seven Lebanon Street Inc | ||||||||||||
| 7 Lebanon St Suite 302 | Hanover | NH | 03755 | 020514301 | Real Estate Holding | NH | 501(c)(25) | Truestees of Dartmouth College | 1 | |||
| South Street Downtown Holdings Inc | ||||||||||||
| 7 Lebanon St Suite 302 | Hanover | NH | 03755 | 020518373 | Real Estate Holding | NH | 501(c)(25) | Truestees of Dartmouth College | 1 | |||
| Foundation for Jewish Life at Dartmouth | ||||||||||||
| 7 Lebanon St Suite 302 | Hanover | NH | 03755 | 020486238 | Real Estate Holding | NH | 501(c)(2) | Truestees of Dartmouth College | 1 | |||
| Hamden Assurance Risk Retention Group Inc | ||||||||||||
| 30 Main Street Suite 330 | Burlington | VT | 05401 | 208530788 | Insurance | VT | 501(c)(3) | Line 11a, I | 0 | N/A | ||
| Dartmouth College Trust | ||||||||||||
| 7 Lebanon St Suite 302 | Hanover | NH | 03755 | Fundraising | Truestees of Dartmouth College | 1 | UK | |||||
| The Dartmouth Educational Association | ||||||||||||
| 111 Huntington Avenue | Boston | MA | 021997165 | 046045227 | Supporting Organization | MA | 501(c)(3) | Line 11c, III-FI | 0 | N/A | ||
| Dartmouth-Hitchcock Medical Center | ||||||||||||
| One Medical Center Drive | Lebanon | NH | 037560001 | 222715483 | Supporting Organization | NH | 501(c)(3) | Line 11a, I | 0 | N/A | ||
Form990 Schedule R Part III Form990ScheduleRPartIII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership | Code VCodeVAmount |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Northaven Capital Partners LP | ||||||||||||||
| 237 Park Avenue 9th Floor | New York | NY | 10017 | 205997852 | Real Estate Investment | NY | N/A | Related | -309 | 5970452 | 0 | 0 | 0.94030 | |
| RP Realty Partners Retail Entrepreneurial Fund III-B LP | ||||||||||||||
| 9601 Wilshire Blvd Suite 260 | Beverly Hills | CA | 90210 | 261340426 | Real Estate Investment | CA | N/A | Related | -669596 | 9322601 | 0 | 0 | 0.99990 | $171,563 |
| Sarofim Multifamily Partners II LP | ||||||||||||||
| 8115 Preston Rd Suite 400 | Dallas | TX | 75225 | 208782507 | Real Estate Investment | TX | N/A | Related | -256064 | 12842998 | 0 | 0 | 0.50130 | -$38,055 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|
| Charitable Remainder Unitrusts (83) | |||
| Fundraising/Development | NH | Truestees of Dartmouth College | T |
| Pooled Income Funds (4) | |||
| Fundraising/Development | NH | Truestees of Dartmouth College | T |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (13 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Dartmouth Educational Loan Corporation | ||
| D | -116768 | Cost |
| Dartmouth Educational Loan Corporation | ||
| Q | 159584 | Cost |
| Dartmouth Educational Loan Corporation | ||
| P | -313445 | Cost |
| Foundation for Jewish Life at Dartmouth | ||
| K | -86358 | Cost |
| Foundation for Jewish Life at Dartmouth | ||
| B | 97869 | Cost |
| Seven Lebanon Street Inc | ||
| J | 1213439 | Cost |
| Seven Lebanon Street Inc | ||
| K | -122717 | Cost |
| South Street Downtown Holdings Inc | ||
| K | -141321 | Cost |
| South Street Downtown Holdings Inc | ||
| J | 80333 | Cost |
| RP Realty Partners Retail Entrepreneurial Fund III-B LP | ||
| B | 534351 | Cost |
| Sarofim Multifamily Partners II LP | ||
| B | 1298021 | Cost |
| Charitable Remainder Trusts (3) | ||
| R | -509407 | Cost |
| Dartmouth Trust | ||
| C | -161798 | Cost |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part IV, Charitable Remainder Trusts and Pooled Income Funds | ReturnReference |
| Explanation | Dartmouth College controls a total of 83 Charitable Remainder Trusts and 4 Pooled Income Funds, all domiciled in the State of New Hampshire. | Explanation |