TRUSTEES OF THE COLLEGE OF THE HOLY CROSS: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: TRUSTEES OF THE COLLEGE OF THE HOLY CROSS (EIN 04-2103558)
Tax period: 2011-07-01 to 2012-06-30
Filed: 2013-05-15
IRS object ID: 201311359349300731
Schema version: 2011v1.2
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	2013-05-15T09:06:11-00:00	Timestamp
Tax Period End Date	2012-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KPMG LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	TWO FINANCIAL CENTER 60 SOUTH STREE	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	02111	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	042103558	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	College of the Holy Cross	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	COLL	NameControl
Phone	5087932514	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 College Street	AddressLine1
City	Worcester	City
State	MA	State
ZIP Code	016102395	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Michael J Lochhead	Name
Title	VP and Treasurer	Title
Date Signed	2013-05-14	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	FAZAL S HUSSAIN	Name
Phone	6179881000	Phone

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	Philip Boroughs SJ	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	1 College Street	AddressLine1
City	Worcester	City
State	MA	State
ZIP Code	016102395	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	335399040	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	holycross.edu	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1905	YearFormation
State Legal Domicile	MA	StateLegalDomicile
Activity Or Mission Description	Holy Cross is a private, Jesuit liberal arts college dedicated to the pursuit of excellence in teaching, learning, service of faith and promotion of justice.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	34	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	32	NbrIndependentVotingMembers
Total Nbr Employees	3288	TotalNbrEmployees
Total Nbr Volunteers	250	TotalNbrVolunteers
Total Gross UBI	886699	TotalGrossUBI
Net Unrelated Business Txbl Income	-560175	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	16812852	ContributionsGrantsPriorYear
Contributions Grants Current Year	29655695	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	153901056	ProgramServiceRevenuePriorYear
Program Service Revenue CY	159929659	ProgramServiceRevenueCY
Investment Income Prior Year	38476299	InvestmentIncomePriorYear
Investment Income Current Year	27660521	InvestmentIncomeCurrentYear
Other Revenue Prior Year	281598	OtherRevenuePriorYear
Other Revenue Current Year	180791	OtherRevenueCurrentYear
Total Revenue Prior Year	209471805	TotalRevenuePriorYear
Total Revenue Current Year	217426666	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	38103566	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	41946402	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	87262759	SalariesEtcPriorYear
Salaries Etc Current Year	88874169	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	6753416	TotalFundrsngExpCurrentYear
Other Expense Prior Year	57689058	OtherExpensePriorYear
Other Expenses Current Year	59051143	OtherExpensesCurrentYear
Total Expenses Prior Year	183055383	TotalExpensesPriorYear
Total Expenses Current Year	189871714	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	26416422	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	27554952	RevenuesLessExpensesCY
Total Assets BOY	883508989	TotalAssetsBOY
Total Assets EOY	870449505	TotalAssetsEOY
Total Liabilities BOY	211220493	TotalLiabilitiesBOY
Total Liabilities EOY	214592529	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	672288496	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	655856976	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	THE COLLEGE IS DEDICATED TO FORMING A COMMUNITY WHICH SUPPORTS THE INTELLECTUAL GROWTH OF ALL ITS MEMBERS WHILE OFFERING OPPORTUNITIES FOR SPIRITUAL AND MORAL DEVELOPMENT. SEE SCH O.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	152212960	Expense
Grants	41946402	Grants
Revenue	144064341	Revenue
Description	THE COLLEGE IS A COMMUNITY OF 2,891 FULL TIME STUDENTS FOR THE FALL 2012 SEMESTER. THE STUDENT POPULATION IS 47 MEN AND 53 WOMEN, 23 OF THE CLASS OF 2015 ARE OF AFRICAN, LATIN, ASIAN OR NATIVE AMERICAN HERITAGE. IN 2011-2012 THERE WERE 692 INDIVIDUALS WHO COMPLETED THEIR MATRICULATION AND RECEIVED AN A.B. DEGREE. FINANCIAL ASSISTANCE WAS PROVIDED TO 1,750 STUDENTS. THE COLLEGE ADMITS QUALIFIED STUDENTS BASED ON THEIR APPLICATION, HIGH SCHOOL REPORT, AND TEACHER REFERENCES. THE COLLEGE DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL OR ETHNIC ORIGIN, SEX, AGE OR HANDICAP IN ITS EDUCATIONAL, ADMISSIONS OR FINANCIAL AID POLICIES OR PROGRAMS. SEE SCH O.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	16912551	Expense
Revenue	16007149	Revenue
Description	BASIC RESEARCH IN CHEMISTRY, PHYSICS, PSYCHOLOGY AND BIOLOGY. THE MAJORITY OF THE RESEARCH IS FUNDED BY PRIVATE GRANTS FROM FOUNDATIONS AND THE BALANCE OF THE FUNDING IS PROVIDED BY THE U.S. GOVERNMENT. SEE SCH O.	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	169125511	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	true	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	true	ConservationEasements
Collections Of Art	true	CollectionsOfArt
Credit Counseling	true	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	true	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	true	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	true	School
Foreign Office	true	ForeignOffice
Foreign Activities	true	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	true	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	true	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	true	TaxExemptBonds
Invest Tax Exempt Bonds	false	InvestTaxExemptBonds
Escrow Account	false	EscrowAccount
On Behalf Of Issuer	false	OnBehalfOfIssuer
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	true	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	true	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	true	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	true	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	true	RelatedOrgControlledEntity
Transaction Related Entity	true	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	4349	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	3288	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	true	UnrelatedBusinessIncome
Form990-T Filed	true	Form990-TFiled
Foreign Financial Account	true	ForeignFinancialAccount
Name Of Foreign Country	GK	NameOfForeignCountry
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	true	QuidProQuoContributions
Quid Pro Quo Disclosure	true	QuidProQuoDisclosure
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	34	NbrVotingGoverningBodyMembers
Number Independent Voting Members	32	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	true	InvestmentInJointVenture
Written Policy Or Procedure	false	WrittenPolicyOrProcedure
States Where Copy Of Return Is Filed	NH	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MA	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	CA	StatesWhereCopyOfReturnIsFiled
Other Website	X	OtherWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	Charles F Estaphan	NamePerson
Telephone Number	5087932514	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	1 College Street	AddressLine1
City	Worcester	City
State	MA	State
ZIP Code	016102395	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (53 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	FormerFormer	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee
Philip L Boroughs SJ from 1112 - pr
President	045.00	X	X	0	0	0
Michael Lochhead
VP Treasurer	045.00		X	275568	0	59354
William Durgin
Chief Invest Officer	045.00			610326	0	16794	X
Michael Perry
VP Development	045.00			129138	0	11045	X
Jacqueline Peterson
Dean of Students	045.00		X	168970	0	43151
Frank Vellaccio
Sr. VP	045.00		X	262096	0	68782
Timothy Mines
Secretary, Gen Counsel	045.00		X	155360	0	28141
Timothy Austin
Dean	045.00		X	225820	0	24149
Timothy Jarry
Chief Invest Officer	045.00		X	274614	0	49291
Kevin T FitzGerald
Trustee	005.00	X		0	0	0
Ronald Amiot SJ
Trustee	005.00	X		0	0	0
Robert Atchinson
Trustee	005.00	X		0	0	0
Susan F Feitelberg
Trustee	005.00	X		0	0	0
Ann M Fink
Trustee	005.00	X		0	0	0
Thomas H Carey
Trustee	005.00	X		0	0	0
Mark S Massa SJ
Trustee	005.00	X		0	0	0
Michael E Daniels
Trustee	005.00	X		0	0	0
William M Doran Jr
Trustee	005.00	X		0	0	0
Robert S Morrison
Trustee	005.00	X		0	0	0
James J Collins
Trustee	005.00	X		0	0	0
John B Fisher
Trustee	005.00	X		0	0	0
Maria Eugenia Ferre Rangel
Trustee	005.00	X		0	0	0
Joan Hogan Gillman
Trustee	005.00	X		0	0	0
David J Grain
Trustee	005.00	X		0	0	0
Yachira Torres
Trustee	005.00	X		0	0	0
Mark G Holowesko
Trustee	005.00	X		0	0	0
Kathleen McLaughlin LaCroix
Trustee	005.00	X		0	0	0
P Kevin Condron
Trustee	005.00	X		0	0	0
Brian F Linnane SJ
Trustee	005.00	X		0	0	0
Edward J Ludwig
Trustee	005.00	X		0	0	0
John E Luth
Trustee	005.00	X		0	0	0
John J Mahoney Jr
Trustee	005.00	X		0	0	0
Peter Spadoni
Trustee	005.00	X		0	0	0
William J Teuber
Trustee	005.00	X		0	0	0
Bernadette M Semple
Trustee	005.00	X		0	0	0
Richard H Patterson
Trustee	005.00	X		0	0	0
Park B Smith
Trustee	005.00	X		0	0	0
David A Spina
Trustee	005.00	X		0	0	0
Nancy M Taylor
Trustee	005.00	X		0	0	0
Donna M Winn
Trustee	005.00	X		0	0	0
Mary Murphy Westover
Trustee	005.00	X		0	0	0
Richard Regan Jr
Athletic Director	045.00			193114	0	42217		X
Thomas Gilmore
Football Coach	040.00			183115	0	46544			X
Mary Lee Ledbetter
Professor	040.00			181844	0	44003			X
Milan Brown
Basketball Coach	040.00			349516	0	49290			X
Robert Grenon
Controller	040.00			354484	0	1500	X
Sean Kearney
Baskeball Coach	040.00			259967	0	21137	X
Dorothy Hauver
Assistant Treasurer	045.00		X	110158	0	14387
David Hummon
Professor	040.00			248809	0	28378			X
Alan Avery-Peck
Professor	040.00			180764	0	26977			X
John Baldovin SJ
Trustee	005.00	X		0	0	0
Paul Harman SJ
VP of Mission	045.00		X	0	0	0
Michael C McFarland SJ through 1231
President	045.00	X	X	0	0	0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	4163663	TotalReportableCompFromOrg
Total Other Compensation	575140	TotalOtherCompensation
Number Individuals GT100 K	74	NumberIndividualsGT100K
Formers Listed	true	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
Sasaki Associates Inc
64 Pleasant Street	Watertown	MA	02472	Architect	1109909
Fox Bus Lines Inc
3 Silver Fox Drive	Millbury	MA	01527	Transportation Services	351390
Ebsco Information Services
Post Office Box 1943	Birmingham	AL	35207	Information Svcs Mgmt	339108
KPMG LLP
Two Financial Center 60 South St	Boston	MA	02111	Audit and Tax Services	302800
Albourne America LLC
655 Montgomery Street	San Francisco	CA	94111	Consulting	240000

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	17	NumberOfContractorsGT100K
Fundraising Events	337323	FundraisingEvents
Government Grants	3054448	GovernmentGrants
All Other Contributions	26263924	AllOtherContributions
Noncash Contributions	735524	NoncashContributions
Total Contributions	29655695	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue	ExclusionExclusionAmount
Tuition and fees	611600	119779471	119779471
Room and board	611710	27644107	27644107
Sales of auxiliary services	722320	5164136		1368721	$3,795,415
Athletics	611710	1708214	1708214
Grants and student aid revenue	611710	3073423	3073423

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	2560308	TotalRevenueColumn
Related Or Exempt Function Income	2560308	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	159929659	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	5263789	TotalRevenueColumn
Unrelated Business Revenue	-506128	UnrelatedBusinessRevenue
Exclusion	$5,769,917	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	156115	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	156115	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	156115	TotalRevenueColumn
Exclusion	$156,115	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	140201777	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	117805045	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	22396732	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	22396732	TotalRevenueColumn
Exclusion	$22,396,732	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	50174	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	337323	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	167329	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	-117155	TotalRevenueColumn
Exclusion	-$117,155	ExclusionAmount

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	Other income	Description
Business Code	900099	BusinessCode
Total Revenue Column	141831	TotalRevenueColumn
Related Or Exempt Function Income	117725	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	24106	UnrelatedBusinessRevenue

Field	Value	IRS element (for citing)
Total Other Revenue	141831	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	217426666	TotalRevenueColumn
Related Or Exempt Function Income	154883248	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	886699	UnrelatedBusinessRevenue
Exclusion	$32,001,024	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	540000	Total
Program Services	540000	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	40251777	Total
Program Services	40251777	ProgramServices

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	1154625	Total
Program Services	1154625	ProgramServices

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	2425342	Total
Program Services	496176	ProgramServices
Management And General	1408782	ManagementAndGeneral
Fundraising	520384	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	62897065	Total
Program Services	54532975	ProgramServices
Management And General	5572032	ManagementAndGeneral
Fundraising	2792058	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	5963597	Total
Program Services	4835063	ProgramServices
Management And General	859684	ManagementAndGeneral
Fundraising	268850	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	12992211	Total
Program Services	12026184	ProgramServices
Management And General	272140	ManagementAndGeneral
Fundraising	693887	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	4595954	Total
Program Services	3726229	ProgramServices
Management And General	662531	ManagementAndGeneral
Fundraising	207194	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	309807	Total
Management And General	287766	ManagementAndGeneral
Fundraising	22041	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	302800	Total
Management And General	302800	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	0	Total

Field	Value	IRS element (for citing)
Fees For Services Prof Fundraising		FeesForServicesProfFundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	1369843	Total
Management And General	1369843	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	3308183	Total
Program Services	1592218	ProgramServices
Management And General	1214285	ManagementAndGeneral
Fundraising	501680	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	90584	Total
Program Services	55024	ProgramServices
Management And General	34034	ManagementAndGeneral
Fundraising	1526	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	7502494	Total
Program Services	5810397	ProgramServices
Management And General	597786	ManagementAndGeneral
Fundraising	1094311	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	1800519	Total
Program Services	1094431	ProgramServices
Management And General	769163	ManagementAndGeneral
Fundraising	-63075	Fundraising

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	7878757	Total
Program Services	7138247	ProgramServices
Management And General	639528	ManagementAndGeneral
Fundraising	100982	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	3566454	Total
Program Services	3110833	ProgramServices
Management And General	269010	ManagementAndGeneral
Fundraising	186611	Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	535391	Total
Program Services	480780	ProgramServices
Management And General	45815	ManagementAndGeneral
Fundraising	8796	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	6974701	Total
Program Services	6974701	ProgramServices

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	12750077	Total
Program Services	10559176	ProgramServices
Management And General	2190901	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	918397	Total
Program Services	54725	ProgramServices
Management And General	844117	ManagementAndGeneral
Fundraising	19555	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
Study abroad program	3903092	3903092
Food and functions	4640984	3772327	347730	520927
Bad debt	87300	118132	-38332	7500
Cost of good sold	1930811	1930811

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	1180949	Total
Program Services	4967588	ProgramServices
Management And General	-3656828	ManagementAndGeneral
Fundraising	-129811	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	189871714	Total
Program Services	169125511	ProgramServices
Management And General	13992787	ManagementAndGeneral
Fundraising	6753416	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	12265	BOY
EOY	12265	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	41507808	BOY
EOY	40573044	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	6553077	BOY
EOY	13311931	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	399055	BOY
EOY	557089	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	7293147	BOY
EOY	7023285	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	583592	BOY
EOY	566669	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	2234457	BOY
EOY	2183761	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	402736675	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	194554029	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	208372466	BOY
EOY	208182646	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	209977331	BOY
EOY	189980282	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	406574052	BOY
EOY	408051280	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	1739	BOY
EOY	7253	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	883508989	BOY
EOY	870449505	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	25314707	BOY
EOY	29966986	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	5309875	BOY
EOY	4613523	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	162560255	BOY
EOY	156914772	EOY

Escrow Account Liability EscrowAccountLiability

Field	Value	IRS element (for citing)
BOY	1151328	BOY
EOY	1062055	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	16884328	BOY
EOY	22035193	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	211220493	BOY
EOY	214592529	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	341610786	BOY
EOY	325311694	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	177385344	BOY
EOY	172382402	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	153292366	BOY
EOY	158162880	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	672288496	BOY
EOY	655856976	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	883508989	BOY
EOY	870449505	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	27554952	ReconcilationRevenueExpenses
Reconcilation Other Changes	-43986472	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
Federal Grant Audit Required	true	FederalGrantAuditRequired
Federal Grant Audit Performed	true	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School170b1 Aii	X	School170b1Aii
Public Support Pertcentage170	0.00000	PublicSupportPertcentage170
Public Support Percentage509	0.00000	PublicSupportPercentage509
Investment Income Percentage	0.00000	InvestmentIncomePercentage

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

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

Field	Value	IRS element (for citing)
Current Year Minus3	1000000	CurrentYearMinus3
Current Year Minus1	1000000	CurrentYearMinus1
Total	2000000	Total

Field	Value	IRS element (for citing)
Lobbying Ceiling	$3,000,000	LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

Field	Value	IRS element (for citing)
Current Year Minus3	72866	CurrentYearMinus3
Current Year Minus1	902	CurrentYearMinus1
Total	73768	Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

Field	Value	IRS element (for citing)
Current Year Minus3	250000	CurrentYearMinus3
Total	250000	Total

Field	Value	IRS element (for citing)
Grassroots Ceiling	$375,000	GrassrootsCeilingAmount

Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures

Field	Value	IRS element (for citing)
Current Year Minus1	902	CurrentYearMinus1
Total	902	Total

Form990 Schedule C Part IV Form990ScheduleCPartIV (2 entries)

IdentifierIdentifier	ExplanationExplanation
II-A	DURING THE YEAR THE COLLEGE DID NOT ENGAGE IN ANY LOBBYING TO INFLUENCE A LEGISLATIVE BODY. THE COLLEGE HAS AN EMPLOYEE THAT IS A REGISTERED LOBBYIST WHO DID NOT PARTICIPATE IN ANY LOBBYING ACTIVITY DURING THE YEAR ENDED JUNE 30, 2012.
II-A	THE COLLEGE PAYS DUES TO SOME EDUCATIONAL ASSOCIATIONS. A PORTION OF THESE DUES MAY OR MAY NOT BE ATTRIBUTABLE TO LOBBYING ON BEHALF OF THE ASSOCIATIONS MEMBERS. THE COLLEGE IS UNABLE TO DETERMINE WHAT PORTION OF THESE DUES, IF ANY, IS RELATED TO LOBBYING.

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Historic Structure	X	HistoricStructure
Nmbr States In Which Easements Held	1	NmbrStatesInWhichEasementsHeld
Written Policy Monitoring	true	WrittenPolicyMonitoring

Art Public Exhibition Amts ArtPublicExhibitionAmts

Field	Value	IRS element (for citing)
Assets In Part X	833905	AssetsInPartX

Field	Value	IRS element (for citing)
Collect Used For Public Exhibition	X	CollectUsedForPublicExhibition
Collect Used For Scholar Research	X	CollectUsedForScholarResearch
Collect Used For Preservation	X	CollectUsedForPreservation
Solicited Assets For Sale	false	SolicitedAssetsForSale
Agent Trustee Etc	false	AgentTrusteeEtc
Included On FS	true	IncludedOnFS

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	607712688	BeginningOfYearBalance
Contributions	6853564	Contributions
Investment Earnings Or Losses	-831072	InvestmentEarningsOrLosses
Grants Or Scholarships	5509500	GrantsOrScholarships
Other Expenditures	15738086	OtherExpenditures
Administrative Expenses	2718206	AdministrativeExpenses
End Of Year Balance	589769388	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	522493344	BeginningOfYearBalance
Contributions	8654234	Contributions
Investment Earnings Or Losses	100650889	InvestmentEarningsOrLosses
Grants Or Scholarships	5436053	GrantsOrScholarships
Other Expenditures	16230869	OtherExpenditures
Administrative Expenses	2418857	AdministrativeExpenses
End Of Year Balance	607712688	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	492679761	BeginningOfYearBalance
Contributions	4789778	Contributions
Investment Earnings Or Losses	48461840	InvestmentEarningsOrLosses
Grants Or Scholarships	4669581	GrantsOrScholarships
Other Expenditures	16081612	OtherExpenditures
Administrative Expenses	2686842	AdministrativeExpenses
End Of Year Balance	522493344	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	617249034	BeginningOfYearBalance
Contributions	15989246	Contributions
Investment Earnings Or Losses	-116117375	InvestmentEarningsOrLosses
Grants Or Scholarships	5141085	GrantsOrScholarships
Other Expenditures	15739660	OtherExpenditures
Administrative Expenses	3560399	AdministrativeExpenses
End Of Year Balance	492679761	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.50000	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.50000	PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	3738759	OtherCostOrOtherBasis
Book Value	3738759	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	305380502	OtherCostOrOtherBasis
Depreciation	133620008	Depreciation
Book Value	171760494	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	52223769	OtherCostOrOtherBasis
Depreciation	42892863	Depreciation
Book Value	9330906	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	41393645	OtherCostOrOtherBasis
Depreciation	18041158	Depreciation
Book Value	23352487	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	208182646	TotalOfBookValueLandBuildings

Other Securities OtherSecurities (4 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
Hedge funds	218529448	F
Private equity	135203292	F
Real assets	53125385	F
Other investments	1193155	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	408051280	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	Other Liabilities	Description
Amount	$22,035,193	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	22035193	TotalOfAmounts
Total Revenue	217426666	TotalRevenue
Total Expenses	189871714	TotalExpenses
Excess Or Deficit For Year	27554952	ExcessOrDeficitForYear
Net Unrealized GL On Investments	-28270990	NetUnrealizedGLOnInvestments
Other	-$15,715,482	OtherAmount
Total Adjustments	-43986472	TotalAdjustments
Excess Or Deficit Per FS	-16431520	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	132040028	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	-28270990	NetUnrealizedGainsInvestments
Other Revenues	-12420000	OtherRevenues
Revenue Not Rptd F990	-40690990	RevenueNotRptdF990
Revenue Subtotal	172731018	RevenueSubtotal
Investment Expenses Not Included	2245619	InvestmentExpensesNotIncluded
Other Revenues Not Included	42450029	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	44695648	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	217426666	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	148471548	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	3292223	OtherExpensesIncluded
Expenses Not Rptd F990	3292223	ExpensesNotRptdF990
Expenses Subtotal	145179325	ExpensesSubtotal
Investment Expenses Not Included2	2245619	InvestmentExpensesNotIncluded2
Other Expenses Not Included	42446770	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	44692389	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	189871714	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (15 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
II	9	THE COLLEGE HAS NOT RECEIVED ANY GIFT OF PROPERTY SUBJECT TO A CONSERVATION EASEMENT AND THEREFORE DOES NOT REPORT A CONSERVATION EASEMENT IN ITS REVENUE AND EXPENSE STATEMENT OR BALANCE SHEET. TWO OF THE COLLEGES BUILDINGS THAT ARE USED FOR ACADEMIC AND ADMINISTRATIVE PURPOSES WERE BUILT IN THE LATE 1800S AND ARE INCLUDED ON THE HISTORIC REGISTER.
II	9	THESE BUILDINGS ARE THEREFORE SUBJECT TO RESTRICTIONS REGARDING THEIR PRESERVATION. THE COLLEGES POLICY IS TO MAINTAIN ALL CAMPUS PROPERTY IN A GOOD AND SOUND STATE OF REPAIR, AT A LEVEL SO AS TO PREVENT DETERIORATION AND PRESERVE THE ARCHITECTURAL AND HISTORICAL INTEGRITY OF CAMPUS BUILDINGS AND GROUNDS IN WAYS THAT MAKE THE CAMPUS ELIGIBLE FOR LISTING IN THE NATIONAL REGISTER OF HISTORIC PLACES.
III	4	THROUGH BOTH CONTEMPORARY AND HISTORICAL EXHIBITIONS, THE IRIS AND B. GERALD CANTOR ART GALLERY AT HOLY CROSS EDUCATES THE COLLEGE AND WORCESTER COMMUNITIES ABOUT THE FUNDAMENTAL INTELLECTUAL, CULTURAL, SPIRITUAL, AND AESTHETIC ISSUES ENCOUNTERED THROUGH VISUAL ART. OPEN FREE TO THE PUBLIC, THE GALLERY SEEKS TO PROMOTE AND SUPPORT THE INTELLECTUAL AND CULTURAL LIFE OF THE COLLEGE THROUGH THE PRESENTATION AND DISCUSSION OF A DIVERSITY OF VISUAL ARTS. THE GALLERY HAS SPECIAL RESPONSIBILITY FOR INTEGRATING THE LIBERAL ARTS VALUES OF THE COLLEGE AND THE CLASSROOM BY LINKING EXHIBITIONS TO THE BROADER CURRICULUM AND COMMUNITY.
IV	2B	AGENCY FUNDS ARE HELD BY THE COLLEGE AS CUSTODIAN OR FISCAL AGENT. FUNDS MAY BE HELD FOR RECOGNIZED FACULTY, STAFF, STUDENT OR ALUMNI ORGANIZATIONS THAT ARE COLLECTED FROM ACTIVITY FEES, DUES OR FUNDRAISING. THE FUNDS ARE DEPOSITED WITH THE COLLEGE FOR SAFEKEEPING TO BE USED OR WITHDRAWN BY THE DEPOSITOR UPON PROPER AUTHORIZATION AND DOCUMENTATION. EXPENDITURES FROM THE FUNDS ARE USED PRIMARILY TO FUND STUDENT ACTIVITIES, TRIPS AND PROJECTS OF INTEREST TO THE STUDENTS OR TO SUPPORT COLLEGE
IV	2B	PROGRAMS. EACH AGENCY FUND IS PROVIDED A UNIQUE COST CENTER ESTABLISHED IN THE COLLEGES FINANCIAL RECORDS. THESE COST CENTERS PROVIDE A SAFE, SECURE, AND CONVENIENT METHOD OF ACCOUNTING FOR AND ADMINSTERING THESE FUNDS. ALL CUSTODIAL FUNDS FOLLOW THE EXPENDITURE POLICIES AND PROCEDURES OUTLINED BY THE COLLEGE.
IV	4	THE COLLEGES ENDOWMENT CONSISTS OF APPROXIMATELY 800 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PUROPESE INCLUDING DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THE COLLEGES ENDOWMENT FUND SUPPORTS THE FOLLOWING AREAS FINANCIAL AID FOR STUDENTS ATTENDING THE COLLEGE, TEACHING, ACADEMIC SUPPORT, STUDENT SERVICES AND ATHLETIC PROGRAMS.
IV	4	THE COLLEGE ENDOWMENT INCLUDES MANY INDIVIDUAL FUNDS THAT ARE RESTRICTED TOS UPPORT STUDENT FINANCIAL AID MAKING A COLLEGE EDUCATION AFFORDABLE TO THOSE WHO HAVE DEMONSTRATED NEED. FACULTY CHAIRS OR PROFESSORSHIPS ARE ANOTHER LEADING PURPOSE FOR WHICH INDIVUAL ENDOWMENT FUNDS ARE DEDICATED. LIKE ENDOWMENT FUNDS FOR STUDENT SCHOLARSHIPS, INVESTMENT INCOME EARNED BY FACULTY ENDOWMENT FUNDS IS USED TO FUND A PROFESSORS SALARY. ENDOWED PROFESSORSHIPS ARE OFTEN AWARDED TO LEADING SCIENTISTS AND
IV	4	SCHOLARS WHO ARE CONTRIBUTIING SIGNIFICANTLY TO TEACHING AND THEIR RESPECTIVE DISCIPLINES. ANOTHER PURPOSE FOR WHICH ENDOWMENT FUNDS ARE RESTRICTED IS SCIENTIFIC AND SCHOLARLY RESEARCH. THE COLLEGE IS INCREASINGLY RELYING ON ITS OWN RESOURCES TO ASSIST NEW FACULTY IN DEVELOPING THEIR RESEARCH PROGRAMS BECAUSE FEDERAL FUNDS HAVE LAGGED. THE COLLEGE HAS RECEIVED MANY GIFTS TO CONSTRUCT AND SUSTAIN NEW SCIENTIFIC OR OTHER ACADEMIC FACILITIES AND ENDOWMENT SUPPORT IS PARTICULARLY IMPORTANT FOR
V	4	THE SUPPORT OF PROGRAMS HOUSED IN THOSE ACADEMIC FACILITIES. THE ENDOWMENT ALSO PROVIDES FUNDING FOR THE COLLEGES LIBRARY AND ART GALLERY WHICH ARE CRITICAL COMPONENTS OF THE INTELLECTUAL AND CULTURAL LIFE ON CAMPUS. DONORS HAVE ALSO CREATED ENDOWMENTS FOR THE PURPOSE OF SUPPORTING INTERCOLLEGIATE ATHLETICS. THE COLLEGE USES INVESTMENT INCOME FROM SUCH GIFTS TO FUND ATHLETIC SCHOLARSHIPS, FACILITIES, COACHING SALARIES AND EQUIPMENT.
XI	8	OTHER ADJUSTMENTS CONSIST OF A LOSS ON INTEREST RATE SWAP AGREEMENTS OF 5,595,058, PENSION ADJUSTMENTS RELATING TO FAS 158 OF A LOSS OF 10,117,165 AND MISCELLANEOUS OF 3,259.
XII	2D	OTHER ADJUSTMENTS CONSIST OF A LOSS ON INTEREST RATE SWAP AGREEMENTS OF 5,595,058, PENSION ADJUSTMENTS RELATING TO FAS 158 OF A LOSS OF 10,117,165, INTRA-DEPARTMENTAL REVENUE OF 2,840,805, CHANGE IN LIFE INCOME OBLIGATIONS 284,089, AND COST OF FUNDRAISING EXPENSES OF 167,329. TOTAL REVENUE INCLUDED ON FINANCIAL STATEMENTS NOT ON RETURN IS 12,420,000.
XII	4B	SCHOLARSHIPS NETTED AGAINST TUITION REVENUE OF 41,257,300, INCREASE IN BAD DEBT PROVISION FOR NON-OPERATING PLEDGES OF 95,584, LOAN FUND EXPENSES OF 954,342, GENERAL ALUMNI ASSOCIATION REVENUE OF 141,831, AND 972 IN MISCELLANEOUS. TOTAL REVENUE INCLUDED ON RETURN NOT ON FINANCIAL STATEMENTS IS 42,450,029.
XIII	2D	INTRA-DEPARTMENTAL REVENUE OF 2,840,805, CHANGE IN LIFE INCOME OBLIGATIONS 284,089, AND COST OF FUNDRAISING EXPENSES OF 167,329. TOTAL EXPENSES INCLUDED ON FINANCIAL STATEMENTS NOT ON RETURN IS 3,292,223.
XIII	4B	SCHOLARSHIPS NETTED AGAINST TUITION REVENUE OF 41,257,300, INCREASE IN BAD DEBT PROVISION FOR NON-OPERATING PLEDGES OF 95,584, LOAN FUND EXPENSES OF 954,342, GENERAL ALUMNI ASSOCIATION EXPENSES OF 138,836, AND MISCELLANEOUS EXPENSES OF 708. TOTAL EXPENSES INCLUDED ON RETURN NOT ON FINANCIAL STATEMENTS IS 42,446,770.
X	2	THE COLLEGE IS A TAX-EXEMPT ORGANIZATION AS DEFINED IN SECTION 501C3 OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501A OF THE CODE AND APPLICABLE STATE LAWS. THE COLLEGE BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	true	NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc	true	PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media	true	PolicyPublViaBroadcastMedia
Maint Racial Composition Records	true	MaintRacialCompositionRecords
Maint Scholarships Records	true	MaintScholarshipsRecords
Maint Copies Of Brochures Etc	true	MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations	true	MaintCopiesOfAllSolicitations
Discriminate Race Students Rights	false	DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies	false	DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty	false	DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships	false	DiscriminateRaceScholarships
Discriminate Race Educ Policies	false	DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts	false	DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog	false	DiscriminateRaceAthleticProg
Discriminate Race Other Acty	false	DiscriminateRaceOtherActy
Government Financial Aid Received	true	GovernmentFinancialAidReceived
Government Financial Aid Revoked	false	GovernmentFinancialAidRevoked
Compliance With Rev Proc7550	true	ComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII

Field	Value	IRS element (for citing)
Identifier	Part I	Identifier
Return Reference	6A	ReturnReference
Explanation	THE COLLEGE PARTICIPATES IN THE TITLE IV PROGRAM FOR CAMPUS WORK STUDY, SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS, THE PERKINS LOAN PROGRAM, DIRECT LENDING, SMART GRANTS, PELL GRANTS, AND ACADEMIC COMPETITIVENESS GRANTS ADMINISTERED BY THE US DEPARTMENT OF EDUCATION. THE COLLEGE IS ALSO PARTICIPATING IN SEVERAL GRANTS WITH THE NATIONAL SCIENCE FOUNDATION TO PROVIDE STEM GRANTS TO STUDENTS STUDYING MATH OR SCIENCES AS A MAJOR.	Explanation

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	true	GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (8 entries)

RegionRegion	Type Of Activities ConductedTypeOfActivitiesConducted	Specific Services ProvidedSpecificServicesProvided	Total ExpendituresTotalExpenditures	Number Of EmployeesNumberOfEmployees
Central America and the Caribbean	Program services	Attend College Abroad	116950
East Asia and the Pacific	Program services	Attend College Abroad	382354
Europe	Program services	Attend College Abroad	3128677	90
South America	Program services	Attend College Abroad	218242	3
Sub-Saharan Africa	Program services	Attend College Abroad	54779
Middle East and North Africa	Program services	Attend College Abroad	2090
Central America and the Caribbean	Investments		137495015
Europe	Investments		13354462

Field	Value	IRS element (for citing)
Subtotal Number Of Employees	93	SubtotalNumberOfEmployees
Total Number Of Employees	93	TotalNumberOfEmployees
Subtotal Amount Spent	154752569	SubtotalAmountSpent
Total Amount Spent	154752569	TotalAmountSpent
Transfer To Foreign Corp	true	TransferToForeignCorp
Interest In Foreign Trust	false	InterestInForeignTrust
Own Foreign Corp	true	OwnForeignCorp
Passive Foreign Invest Co	true	PassiveForeignInvestCo
Foreign Partnership	true	ForeignPartnership
Boycott Countries	false	BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
I	2	THE COLLEGE MANAGES ALL RELATIONSHIPS WITH INTERNATIONAL HOST INSTITUTIONS DIRECTLY AND CONDUCTS PERIODIC EVALUATIONS OF THE PROGRAMS. STUDENTS ARE BILLED TUITION BY HOLY CROSS. THE COLLEGE MANAGES ALL ASPECTS OF THE PROGRAM AND ITS COSTS PROVIDING FOR ADVISORS, LINGUISITIC SUPPORT AND TUTORIAL ASSISTANCE. PROGRAM COSTS, OTHER THAN SCHOLARSHIPS, ARE TRACKED BY PROGRAM LOCATION. SCHOLARSHIPS ARE PROVIDED TO STUDENTS ATTENDING PROGRAMS ABROAD USING THE SAME METHODOLOGY THAT IS APPLIED TO
I	2	STUDENTS WHO ATTEND CLASSES IN THE UNITED STATES AS DESCRIBED ON FORM 990, SCHEDULE I, PART IV.

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	NY COUNCIL DINNER	NameOfEvent1
Gross Receipts Event1	369652	GrossReceiptsEvent1
Charitable Contributions Event1	319478	CharitableContributionsEvent1
Gross Revenue Event1	50174	GrossRevenueEvent1
Food And Beverage Event1	165642	FoodAndBeverageEvent1
Name Of Event2	GOLF EVENT	NameOfEvent2
Gross Receipts Event2	17845	GrossReceiptsEvent2
Charitable Contributions Event2	17845	CharitableContributionsEvent2
Food And Beverage Event2	1687	FoodAndBeverageEvent2
Gross Receipts Total	387497	GrossReceiptsTotal
Charitable Contributions Total	337323	CharitableContributionsTotal
Gross Revenue Total Events	50174	GrossRevenueTotalEvents
Food And Beverage Total Events	167329	FoodAndBeverageTotalEvents
Direct Expense Summary Events	167329	DirectExpenseSummaryEvents
Net Income Summary	-117155	NetIncomeSummary

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Recipient Table RecipientTable (6 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant
Nativity School of Worcester
67 Lincoln St	Worcester	MA	01605	030385377	501c3	100000
Mobile Book Fund City of Worcester
455 Main St	Worcester	MA	01608	046001418	115	400000
Wheels to Water City of Worcester
455 Main St	Worcester	MA	01608	046001418	115	15000
Worcester Center for the Performing Arts
2 Southbridge St	Worcester	MA	01608	050521735	501c3	10000
Worcester Education Collaborative
484 Main Street	Worcester	MA	01608	042104017	501c3	5000
Adopt-A-Student Diocese of Worcester
19 Elm Street	Worcester	MA	01609	042103979	501c3	10000

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	6	TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)

Type Of GrantTypeOfGrant	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant
Scholarship - Funded by Federal Government	478	2638938
Scholarship - Funded by State Government	190	473586
Scholarship - Funded by College	1468	36202502
Scholarship - Funded by Private Source	77	910754
Grant - Funded by College	3	25997

Form990 Schedule I Part IV Form990ScheduleIPartIV (4 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
I	2	THE COLLEGE SUPPORTS A NEED BASED FINANCIAL AID POLICY THAT IS REPRESENTATIVE OF ITS ACADEMIC AND SPIRITUAL GOALS AS AN UNDERGRADUATE, JESUIT LIBERAL ARTS COLLEGE. THE COLLEGE ACCEPTS STUDENTS REGARDLESS OF THEIR ABILITY TO PAY NEED-BLIND ADMISSIONS AND THEN MEETS 100 OF THEIR NEED, AS CALCULATED ACCORDING TO NATIONALLY RECOGNIZED FINANCIAL AID CRITERIA.
I	2	THE COLLEGE USES A CONSERVATIVE NEEDS ANALYSIS, INSTITUTIONAL METHODOLOGY WHICH IS AGREED UPON BY MORE THAN 2,000 MEMBERS OF THE COLLEGE SCHOLARSHIP SERVICE ASSEMBLY. THE FINANCIAL AID PROGRAM IS GENEROUS AND ALL STUDENTS ARE ENCOURAGED TO APPLY REGARDLESS OF THEIR SOCIO-ECONOMIC BACKGROUND. APPROXIMATELY SIXTY-ONE PERCENT OF ALL STUDENTS RECEIVE SOME FORM OF FINANCIAL ASSISTANCE.
I	2	A LIST OF RECIPIENTS WHO RECEIVE FINANCIAL ASSISTANCE IS MAINTAINED BY THE COLLEGE. THERE MAY BE SOME RECIPIENTS WHO ARE RELATED TO OFFICERS, TRUSTEES, OR OTHER DISQUALIFIED PERSONS, SUCH RECIPIENTS ARE SELECTED ON AN EQUAL OBJECTIVELY DETERMINED BASIS WITH OTHERS.
I	2	THE COLLEGE PROVIDES GRANTS TO CERTAIN CHARITABLE ORGANIZATIONS WITHIN THE WORCESTER, MA AREA. THESE GRANTS ARE CLOSELY TIED TO PROMOTING THE COLLEGES CHARITABLE AND EDUCATIONAL MISSION AND CONTRIBUTE TO THE ENRICHMENT OF THE GREATER WORCESTER AREA. SINCE THESE GRANTS ARE MADE TO CHARITIES, THE COLLEGE DOES NOT MONITOR THE USE OF THE GRANT FUNDS.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Payments	X	IdemnificationGrossUpPayments
Club Dues Or Fees	X	ClubDuesOrFees
Written Policy Re T And E Expenses	true	WrittenPolicyReTAndEExpenses
Substantiation Required	true	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	true	SeverancePayment
Supplemental Nonqual Retire Plan	true	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	true	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (16 entries)

Base Compensation Filing OrgBaseCompensationFilingOrg	Other Compensation Filing OrgOtherCompensationFilingOrg	Deferred Comp Filing OrgDeferredCompFilingOrg	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Total Compensation Filing OrgTotalCompensationFilingOrg	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg
Michael Lochhead
248412	27156	27264	32090	334922
William Durgin
	610326		16794	627120	610326
Michael Perry
10822	118316		11045	140183
Jacqueline Peterson
163967	5003	18444	24707	212121
Frank Vellaccio
243284	18812	27264	41518	330878
Timothy Mines
154390	970	16878	11263	183501
Timothy Austin
217060	8760	22599	1550	249969
Timothy Jarry
240051	34563	27084	22207	323905
Richard Regan Jr
165517	27597	18510	23707	235331
Thomas Gilmore
170084	13031	19464	27080	229659
Mary Lee Ledbetter
180701	1143	20398	23605	225847
Milan Brown
314959	34557	27264	22026	398806
Robert Grenon
	354484		1500	355984
Sean Kearney
	259967		21137	281104
David Hummon
72312	176497	7787	20591	277187
Alan Avery-Peck
174007	6757	19407	7570	207741

Form990 Schedule J Part III Form990ScheduleJPartIII (9 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
I	1A	CERTAIN OFFICERS, KEY EMPLOYEES OR HIGHLY COMPENSATED EMPLOYEES ARE AUTHORIZED AS PART OF THEIR COMPENSATION AGREEMENT TO OBTAIN A MEMBERSHIP IN A SOCIAL OR RECREATIONAL CLUB. THESE DUES ARE GROSSED UP AND INCLUDED IN THE EMPLOYEES REPORTABLE COMPENSATION.
I	4A B	WILLIAM DURGIN, CHIEF INVESTMENT OFFICER RETIRED DURING THE FISCAL YEAR ENDED 6/30/2011 AFTER 26 YEARS OF EMPLOYMENT AT THE COLLEGE. PRIOR TO HIS RETIREMENT, WILLIAM DURGIN PARTICIPATED IN A NON-QUALIFIED RETIREMENT PLAN AND AMOUNTS WERE INCLUDED IN DEFERRED COMPENSATION AS THEY ACCRUED. PURSUANT TO HIS TERMINATION AGREEMENT, WILLIAM DURGIN WAS ENTITLED TO A ONE TIME PAYOUT OF TWO YEARS SALARY AND CONTINUATION OF HEALTH BENEFITS TO AGE SEVENTY. THIS EARLY RETIREMENT PAYOUT WAS 612,000
I	4A B	BEFORE EMPLOYEE BENEFITS DEDUCTION. WILLIAM DURGINS TERMINATION AGREEMENT WAS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE COLLEGE OF THE HOLY CROSS, A COMMITTEE WITHIN THE BOARD OF TRUSTEES THAT APPROVES COMPENSATION. MR. DURGINS AGREEMENT WAS APPROVED AFTER A BENCHMARKING REVIEW WAS PERFORMED AND APPROVED BY FORMER PRESIDENT MCFARLAND.
I	4A	ROBERT GRENON, CONTROLLER, RETIRED AND RECEIVED AN EARLY RETIREMENT PAYOUT OF 355,000 INCLUDING NONTAXABLE BENEFITS.
I	4A	DAVID HUMMON, PROFESSOR, RETIRED AND RECEIVED AND EARLY RETIREMENT PAYOUT OF 175,217 INCLUDING NONTAXABLE BENEFITS. HE RETIRED UNDER THE FACULTY EARLY RETIREMENT POLICY DESCRIBED FOR SCHEDULE J, PART 1, LINE 7.
I	4A	MICHAEL PERRY AND SEAN KEARNEY SEPARATED FROM THE COLLEGE DURING THE YEAR ENDED 6/30/2011. THE COLLEGE PAID SEAN KEARNEY 265,000 PER HIS EMPLOYMENT CONTRACT WHICH INCLUDED PROVISIONS FOR SEPARATION FROM THE COLLEGE. MR. PERRY WAS PAID 110,618 AS SEVERANCE.
II		MEMBERS OF THE SOCIETY OF JESUS TAKE A VOW OF POVERTY. COMPENSATION IS PAID DIRECTLY TO THEIR ORDER WHICH IS EXEMPT UNDER SECTION 501C3. UNDER REV. RUL. 77-290, MEMBERS OF A RELIGIOUS ORDER PROVIDING SERVICES TO A CATHOLIC ORGANIZATION WILL BE CONSIDERED FOR TAX PURPOSES TO BE AN AGENT OF HIS ORDER PROVIDED THE RELIGIOUS ORDER IS SUBJECT TO A VOW OF POVERTY, THE RELIGIOUS ORDER IS PROVIDING SERVICES FOR A CATHOLIC ORGANIZATION LISTED IN THE OFFICIAL CATHOLIC DIRECTORY AT THE DIRECTION OF
II		HIS SUPERIOR AND THE FULL AMOUNT OF COMPENSATION IS REMITTED TO HIS ORDER WHICH IS EXEMPT FROM TAX.
I	7	THE COLLEGE HAS ESTABLISHED A VOLUNTARY EARLY RETIREMENT PROGRAM FOR TENURED FACULTY MEMBERS WHO HAVE COMPLETED FIFTEEN YEARS OF SERVICE AND ATTAINED AGE 62. ELIGIBLE FACULTY MEMBERS ARE ENTITLED TO A PERCENTAGE PAYOUT THAT DECREASES OVER TIME. IN ADDITION, ELIGIBLE FACULTY MEMBERS ARE ABLE TO REMAIN ENROLLED IN THE COLLEGES AVAILABLE MEDICAL HEALTH PLANS.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)

Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
Mass Development and Finance Agency MDFA 2007B
042608195	57583RLM5	2007-05-03	30306021	Refunding 1998 Issue	false	false	false
Mass Development and Finance Agency MDFA 2008A
042608195	57583RU26	2008-05-08	45340000	Refunding 2007A Issue	false	false	false
Mass Development and Finance Agency MDFA 2008B
042608195	57583RVU6	2008-05-08	71076481	Refunding 2006 Issue	false	false	false

Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)

Total ProceedsTotalProceeds	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Credit EnhancementCreditEnhancement	Capital ExpendituresCapitalExpenditures	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
30306021	258981	169240	29877800	2008	false	true	true	true
45340000	181594	158406	45000000	2008	true	false	true	true
71076481	503481		70573000	2008	true	false	true	true

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Any Research AgreementsAnyResearchAgreements	Engage Bond Counsel ResearchEngageBondCounselResearch	Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI	Total Private Business UseTotalPrivateBusinessUse	Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
false	false	false	false	true	0.00012	0.00012	true
		false	false	true			true

Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)

Form8038 T FiledForm8038TFiled	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Gross Proceeds InvestedGrossProceedsInvested	Exception To RebateExceptionToRebate
(no name)
false	false	false	false	false	true
Bank of America LLC
false	true	true	false	false	true
(no name)
false	false	false	false	false	true

Field	Value	IRS element (for citing)
Fed Tax Requirements Compliance	X	FedTaxRequirementsCompliance

Schedule L IRS990ScheduleL

Form990 Schedule L Part III Form990ScheduleLPartIII

Field	Value	IRS element (for citing)
Name Of Interested Person	OFFICER	NameOfInterestedPerson
Relationship With Organization	OFFICER	RelationshipWithOrganization
Type Of Assistance	TUITION REMISSION	TypeOfAssistance

Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
FEDERATED FUND ADVISORY COMPANY
J. FISHER, TRUSTEE	100000	MANAGEMENT FEE	false
ADAGE CAPITAL MANAGEMENT
R. ATCHINSON, TRUSTEE	663000	MANAGEMENT FEE	false

Form990 Schedule L Part V Form990ScheduleLPartV (5 entries)

IdentifierIdentifier	ExplanationExplanation
IV	CONSISTENT WITH THE POLICY DESCRIBED IN SCHEDULE O, THE FOLLOWING TRANSACTIONS HAVE BEEN REVIEWED AND ARE CONSIDERED TO BE IN THE BEST INTERESTS OF THE COLLEGE WITH TERMS THAT ARE FAVORABLE TO THE COLLEGE.
IV	JOHN B. FISHER IS A TRUSTEE OF THE COLLEGE OF THE HOLY CROSS AND THE PRESIDENT AND CEO OF FEDERATED FUND ADVISORY COMPANY. THE COLLEGE OF THE HOLY CROSS HAS A BUSINESS RELATIONSHIP WITH FEDERATED FUND ADVISORY COMPANY. FEES TO FEDERATED FUND ADVISORY COMPANY ARE APPROXIMATELY 100,000 PER YEAR AND ARE BASED UPON AN ARMS LENGTH AGREEMENT.
IV	ROBERT ATCHINSON IS A TRUSTEE OF THE COLLEGE OF THE HOLY CROSS AND EXECUTIVE DIRECTOR OF ADAGE CAPITAL MANAGEMENT. THE COLLEGE IS INVESTED IN AN ADAGE CAPITAL MANAGEMENT HEDGE FUND. FEES TO ADAGE CAPITAL MANAGEMENT WERE APPROXIMATELY 663,000 DURING THE YEAR ENDED 6/30/2012 AND ARE BASED UPON AN ARMS LENGTH AGREEMENT.
IV	P. KEVIN CONDRON IS A TRUSTEE OF THE COLLEGE AND IS A MEMBER OF THE BOARD OF DIRECTORS OF HANOVER INSURANCE COMPANY HANOVER. PAYMENTS ARE MADE BY THE COLLEGE TO HANOVER FOR INSURANCE PURCHASED BY HOLY CROSS EMPLOYEES AND DEDUCTED FROM THEIR PAYCHECKS AT THEIR REQUESTS AS A MATTER OF EMPLOYEE CONVENIENCE. THE PAYMENTS MADE TO HANOVER ARE NOT THE PROPERTY OF HOLY CROSS AND THIS IS A LONG STANDING PROGRAM OF HOLY CROSS THAT PREDATES MR. CONDRONS JOINING EITHER THE BOARD OF TRUSTEES OF HOLY
IV	CROSS OR THE BOARD OF DIRECTORS OF HANOVER.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	76	NumberOfContributions
Noncash Contribs Rptd F990	658007	NoncashContribsRptdF990
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Description	IN KIND GIFTS	Description
Number Of Contributions	6	NumberOfContributions
Noncash Contribs Rptd F990	77517	NoncashContribsRptdF990
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenues

Field	Value	IRS element (for citing)
Number Of8283 Received	2	NumberOf8283Received
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	true	ReviewProcessUnusualNCGifts
Third Parties Used	true	ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII (4 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
I	PART I, LINE 32 B	THE COLLEGE USES A REGISTERED BROKER TO SELL SECURITIES THAT ARE GIFTED TO THE COLLEGE.
I	PART I, LINE 9, COLUMN B	REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE TO THE COLLEGE.
I	PART I, LINE 32B	THE COLLEGE USES A REGISTERED BROKER TO SELL SECURITIES THAT ARE GIFTED TO THE COLLEGE.
I	PART I, LINE 9, COLUMN B	REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE TO THE COLLEGE.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (32 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Form 990 Part III	1	THE COLLEGE OF THE HOLY CROSS IS, BY TRADITION AND CHOICE, A JESUIT LIBERAL ARTS COLLEGE SERVING THE CATHOLIC COMMUNITY, AMERICAN SOCIETY AND THE WIDER WORLD. TO PARTICIPATE IN THE LIFE OF HOLY CROSS IS TO ACCEPT AN INVITATION TO JOIN IN DIALOGUE ABOUT BASIC HUMAN QUESTIONS WHAT IS THE MORAL CHARACTER OF LEARNING AND TEACHING HOW DO WE FIND MEANING IN LIFE AND HISTORY WHAT ARE OUR OBLIGATIONS TO ONE ANOTHER WHAT IS OUR SPECIAL RESPONSIBILITY TO THE WORLDS POOR AND POWERLESS
Form 990 Part III	1	AS A LIBERAL ARTS COLLEGE, HOLY CROSS PURSUES EXCELLENCE IN TEACHING, LEARNING, AND RESEARCH. ALL WHO SHARE ITS LIFE ARE CHALLENGED TO BE OPEN TO NEW IDEAS, TO BE PATIENT WITH AMBIGUITY AND UNCERTAINTY, TO COMBINE A PASSION FOR TRUTH WITH RESPECT FOR THE VIEWS OF OTHERS. INFORMED BY THE PRESENCE OF DIVERSE INTERPRETATIONS OF THE HUMAN EXPERIENCE. HOLY CROSS SEKS TO BUILD A COMMUNITY MARKED BY FREEDOM, MUTUAL RESPECT, AND CIVILITY. BECAUSE THE SEARCH FOR MEANING AND VALUE IS AT THE HEART OF THE INTELLECTUAL LIFE, CRITICAL EXAMINATION OF FUNDAMENTAL RELIGIOUS AND PHILOSOPHICAL QUESTIONS IS INTEGRAL TO LIBERAL ARTS EDUCATION. DIALOGUE ABOUT THESE QUESTIONS AMONG PEOPLE FROM DIVERSE ACADEMIC DISCIPLINES AND RELIGIOUS TRADITIONS REQUIRES EVERYONE TO ACKNOWLEDGE AND RESPECT DIFFERENCES. DIALOGUE ALSO REQUIRES US TO REMAIN OPEN TO THAT SENSE OF THE WHOLE WHICH CALLS US TO TRANSCEND
Form 990 Part III	1	OURSELVES AND CHALLENGES US TO SEEK THAT WHICH MIGHT CONSTITUTE OUR COMMON HUMANITY.
Form 990 Part III	1	THE FACULTY AND STAFF OF HOLY CROSS, NOW PRIMARILY LAY AND RELIGIOUSLY AND CULTURALLY DIVERSE, ALSO AFFIRM THE MISSION OF HOLY CROSS AS A JESUIT COLLEGE. AS SUCH, HOLY CROSS SEEKS TO EXEMPLIFY THE LONGSTANDING DEDICATION OF THE SOCIETY OF JESUS TO THE INTELLECTUAL LIFE AND ITS COMMITMENT TO THE SERVICE OF FAITH AND PROMOTION OF JUSTICE. THE COLLEGE IS DEDICATED TO FORMING A COMMUNITY WHICH SUPPORTS THE INTELLECTUAL GROWTH OF ALL ITS MEMBERS WHILE OFFERING THEM OPPORTUNITIES FOR SPIRITUAL AND MORAL DEVELOPMENT. IN A SPECIAL WAY, THE COLLEGE MUST ENABLE ALL WHO CHOOSE TO DO SO TO ENCOUNTER THE INTELLECTUAL HERITAGE OF CATHOLICISM, TO FORM AN ACTIVE WORSHIPPING COMMUNITY AND TO BECOME ENGAGED IN THE LIFE WORK OF THE CONTEMPORARY CHURCH.
Form 990 Part III	1	SINCE 1843, HOLY CROSS HAS SOUGHT TO EDUCATE STUDENTS WHO, AS LEADERS IN BUSINESS, PROFESSIONAL AND CIVIC LIFE, WOULD LIVE BY THE HIGHEST INTELLECTUAL AND ETHICAL STANDARDS. IN SERVICE OF THIS IDEAL, HOLY CROSS ENDEAVOURS TO CREATE AN ENVIRONMENT IN WHICH INTEGRATED LEARNING IS A SHARED RESPONSIBILITY, PURSUED IN CLASSROOM AND LABORATORY, STUDIO AND THEATER, RESIDENCE AND CHAPEL, SHARED RESPONSIBILITY FOR THE LIFE AND GOVERNANCE OF THE COLLEGE SHOULD LEAD ALL ITS MEMBERS TO MAKE THE BEST OF THEIR OWN TALENTS, TO WORK TOGETHER, TO BE SENSITIVE TO ONE ANOTHER, TO SERVE OTHERS, AND TO SEEK JUSTICE WITHIN AND BEYOND THE HOLY CROSS COMMUNITY.
Form 990 Part III	4A	THE COLLEGE OFFERS A CURRICULUM LEADING TO A BACHELOR OF ARTS A.B. DEGREE WITH ACADEMIC CONCENTRATIONS IN TWENTY-SIX FIELDS, INCLUDING BIOLOGY, CHEMISTRY, CLASSICS, ECONOMICS, ENGLISH, HISTORY, PSYCHOLOGY, RELIGIOUS STUDIES, SOCIOLOGY, THEATER AND THE VISUAL ARTS. THE COLLEGE IS A LARGE EDUCATIONAL COMPLEX, COMPLETE WITH LIBRARIES, SCIENCE LABORATORIES, CLASSROOMS, RESIDENCE HALLS, AND ATHLETIC FIELDS INCLUDING A FOOTBALL STADIUM AND HOCKEY RINK, AND A STUDENT ACTIVITY CENTER.
Form 990 Part III	4A	ALL FIRST YEAR STUDENTS PARTICIPATE IN AN ACADEMICALLY RIGOROUS LEARNING AND LIVING PROGRAM FOR THEIR FIRST YEAR. LEARNING TAKES PLACE IN SMALL DISCUSSION SEMINARS FOR THE ENTIRE YEAR THAT FIT THEMATICALLY WITHIN FIVE CLUSTERS EACH DEVOTED TO A LARGER THEME. STUDENTS CHOOSE THEIR OWN CLUSTER OF INTEREST FROM THE FOLLOWING AREAS NATURAL WORLD, DIVINE, SELF, GLOBAL SOCIETY OR CORE HUMAN QUESTIONS. GLOBAL SOCIETY IS THE LARGEST CLUSTER WITH DISCIPLINES FROM SOCIOLOGY AND HISTORY TO PHYSICS AND ECONOMICS. THE COURSES LOOK AT THE WORLD FROM A PLURALISTIC AND COSMOPOLITAN PERSPECTIVE, GIVING STUDENTS THE OPPORTUNITY TO REFLECT ON THE CULTURAL CONNECTIONS OF THE MODERN WORLD AND THE RESPONSIBILITIES OF THE 21ST CENTURY CITIZEN.
Form 990 Part III	4A	THE COLLEGE OFFERS STUDENTS THE ABILITY TO STUDY ABROAD DURING THEIR JUNIOR YEAR. THE COLLEGE HAS RELATIONSHIPS WITH UNIVERSITIES ON FIVE CONTINENTS AND EACH YEAR MORE THAN 150 STUDENTS PURSUE STUDIES IN A FOREIGN LAND INCLUDING CHINA, RUSSIA, CAMEROON, EUROPE, PERU, AND SRI LANKA. DURING THIS TIME THEY CONTINUE THEIR EDUCATION IN SUCH SUBJECTS AS HISTORY, MATH OR PSYCHOLOGY AND IN ADDITION, ARE EDUCATED BY THEIR SURROUNDINGS AND LEARN HOW OTHER PEOPLE VIEW THEIR HOME COUNTRY. THEY LIVE WITH LOCAL FAMILIES WHENEVER POSSIBLE AND ARE REQUIRED TO COMPLETE A SERVICE PROJECT THAT IMMERSES THEM IN THE LOCAL COMMUNITY.
Form 990 Part III	4A	THE COLLEGE OFFERS INTERDISCIPLINARY CONCENTRATIONS IN ASIAN STUDIES, ENVIRONMENTAL STUDIES, AFRICANA STUDIES, LATIN AMERICAN AND LATINO STUDIES AND WOMEN AND GENDER STUDIES. IN ADDITION, STUDENTS HAVE DEVELOPED THEIR OWN PROGRAMS IN ASIAN AMERICAN AND MIDDLE EASTERN STUDIES. THESE CONCENTRATIONS ALLOW STUDENTS TO SYNTHESIZE ACROSS DISCIPLINES, EXPLORING THE CULTURE THROUGH HISTORY, LITERATURE, LANGUAGE, SOCIOLOGY, ANTHROPOLOGY AND ART. THROUGH THESE STUDIES, STUDENTS GAIN A DEEPER APPRECIATION OF THE WORLDS CULTURES AND TRADITIONS. RELIGIOUS STUDIES EXPLORE THE GLOBAL RELIGIONS AND TRADITIONS AND ALSO LOOK AT CHRISTIAN AND CATHOLIC EXPERIENCES AROUND THE WORLD. IN SOCIOLOGY, STUDENTS EXAMINE THE SOCIETAL STRUCTURES THAT FRAME THE IMPACT OF GLOBALIZATION ON OUR PERCEPTION OF ETHNIC AND SOCIETAL IDENTITY. BIOLOGY STUDENTS LOOK AT THE IMPACT OF TECHNOLOGY, DEVELOPMENT, AND
Form 990 Part III	4A	GLOBALIZATION ON OUR NATURAL RESOURCES. MODERN LANGUAGES AND LITERATURE PROVIDE STUDENTS A STRONG FOUNDATION, EVEN FLUENCY, IN FOREIGN LANGUAGES, BUT ALSO PROVIDES INSIGHT INTO THE CULTURE OF THOSE WHO SPEAK THE LANGUAGE, THROUGH LITERATURE, ART, AND HISTORY.
Form 990 Part III	4A	THE COLLEGES MCFARLAND CENTER SPONSORS AND SUPPORTS PROGRAMMING THAT EXPLORES BASIC HUMAN QUESTIONS OF MEANING, MORALITY, AND MUTUAL OBLIGATION. FOLLOWING THE PRINCIPLE THAT FAITH AND LEARNING ARE PARTNERS IN LIBERAL EDUCATION, THE MCFARLAND CENTERS PROGRAMS FOSTER DIALOGUE THAT RESPECTS DIFFERENCES AND PROVIDES A FORUM FOR INTELLECTUAL EXCHANGE THAT IS INTERRRELIGIOUS AS WELL AS INTERDISCIPLINARY, INTERCULTURAL, AND INTERNATIONAL IN SCOPE.
Form 990 Part III	4A	THE CAMPUS LIBRARIES AT HOLY CROSS - DINAND, FENWICK MUSIC, OCALLAHAN SCIENCE, ARCHIVAL AND SPECIAL COLLECTIONS, AND RHEM - ARE ALSO AVAILABLE TO THE PUBLIC FOR SCHOLARLY RESEARCH. THE LIBRARIES HAVE AN EXTENSIVE COLLECTION OF BOOKS, JOURNALS, TAPES, VIDEOS, CDS, LPS, PHOTOGRAPHS, AND ELECTRONIC RESOURCES. THE LIBRARY COLLECTION INCLUDES MORE THAN 650,000 VOLUMES, 4,500 PERIODICALS, 14,000 SOUND RECORDINGS, 7,000 MUSIC SCORES, AND 40,0000 ART HISTORY SLIDES. THE COLLECTION INCLUDES THE FOLLOWING ITEMS OF PARTICULAR INTEREST INCUNABULA BOOKS PRINTED PRIOR TO 1500, JESUITANA BOOKS PRINCIPALLY BY JESUIT AUTHORS OF THE 15TH TO 17TH CENTURIES, AMERICANA BOOKS OF SPECIAL INTEREST PUBLISHED IN AMERICA PRIOR TO 1829, JOHN HENRY CARDINAL NEWMAN 1801-1890 COLLECTION LETTERS AND FIRST EDITIONS, JAMES MICHAEL CURLEY 1874-1958 COLLECTION SCRAPBOOKS, NEWSPAPER CLIPPINGS, MICROFILM.
Form 990 Part III	4A	CURLEY WAS MAYOR OF BOSTON AND GOVERNOR OF MASSACHUSETTS, LOUISE IMOGENE GUINEY 1861-1920 COLLECTION POEMS, ESSAYS, CORRESPONDENCE AND PHOTOGRAPHS, FRANK W. STEARNS 1856-1939 COLLECTION CORRESPONDENCE, SCRAPBOOKS. STEARNS WAS A BOSTON MERCHANT AND POLITICAL ADVISOR TO CALVIN COOLIDGE, HENNESSEY COLLECTION NEARLY 8,000 LP SOUND RECORDINGS OF OPERA AND OTHER VOCAL MUSIC.
Form 990 Part III	4A	THROUGH BOTH CONTEMPORARY AND HISTORICAL EXHIBITIONS, THE IRIS AND B. GERALD CANTOR ART GALLERY AT HOLY CROSS EDUCATES THE COLLEGE AND WORCESTER COMMUNITIES ABOUT THE FUNDAMENTAL INTELLECTUAL, CULTURAL, SPIRITUAL, AND AESTHETIC ISSUES ENCOUNTERED THROUGH VISUAL ART. OPEN FREE TO THE PUBLIC, THE GALLERY SEEKS TO PROMOTE AND SUPPORT THE INTELLECTUAL AND CULTURAL LIFE OF THE COLLEGE THROUGH THE PRESENTATION AND DISCUSSION OF A DIVERSITY OF VISUAL ARTS. THE GALLERY HAS SPECIAL RESPONSIBILITY FOR INTEGRATING THE LIBERAL ARTS VALUES OF THE COLLEGE AND THE CLASSROOM BY LINKING EXHIBITIONS TO THE BROADER CURRICULUM AND COMMUNITY.
Form 990 Part III	4A	THE COLLEGE IS A MEMBER OF THE PATRIOT LEAGUE AND OFFERS A COMPREHENSIVE ATHLETIC PROGRAM AT THE NCAA DIVISION I LEVEL CONSISTING OF 27 ATHLETIC TEAMS. INTERCOLLEGIATE SPORTS FOR MEN ARE BASEBALL, BASKETBALL, CREW, CROSS COUNTRY, FOOTBALL, GOLF, ICE HOCKEY, LACROSSE, SOCCER, SWIMMING, TENNIS AND INDOOR AND OUTDOOR TRACK AND FIELD. WOMEN COMPETE IN BASKETBALL, CREW, CROSS-COUNTRY, FIELD HOCKEY, GOLF, ICE HOCKEY, LACROSSE, SOCCER, SOFTBALL, SWIMMING, TENNIS, INDOOR AND OUTDOOR TRACK AND FIELD, AND VOLLEYBALL. THE COLLEGE PROMOTES WIDESPREAD INVOLVEMENT IN ATHLETICS FOR STUDENTS OF ALL SKILL LEVELS AND INTERESTS. APPROXIMATELY SEVENTY PERCENT OF HOLY CROSS STUDENTS PARTICIPATE IN SPORTS AT THE VARSITY,
Form 990 Part III	4A	CLUB OR INTRAMURAL LEVELS. THE COLLEGE ALSO PERIODICALLY OPENS ITS HART RECREATION CENTER FACILITIES, INCLUDING A SIX-LANE SWIMMING POOL, ICE RINK, BASKETBALL COURTS, AND FITNESS CENTER TO THE GENERAL PUBLIC. IN ADDITION, HOLY CROSS HOSTS SUMMER SOCCER, FOOTBALL, BASKETBALL, LACROSSE, AND FIELD HOCKEY CAMPS FOR AREA YOUTHS.
Form 990 Part III	4A	THE COLLEGE PROGRAM INVITES STUDENTS TO BRING THEIR REAL WORLD EXPERIENCES INTO THE CLASSROOM, AND THEN CHALLENGES STUDENTS TO BRING THEIR CLASSROOM EXPERIENCE OUT INTO THE WORLD TO BE TESTED, STRENGTHENED, AND ENHANCED. THE PROGRAM ASKS THE STUDENTS TO CONSIDER THE CONTEXT, INCLUDING THE SOCIAL AND CIVIC CONTEXTS, OF THE SUBJECTS THEY STUDY. THE COLLEGES GOAL IS TO CREATE A BRIDGE BETWEEN THE CLASSROOM AND THOSE INTERESTS AND EXPERIENCES OUTSIDE THE CLASSROOM THEREBY ENRICHING THE LEVEL OF DIALOGUE AND DISCUSSION. THROUGH THE STUDENT PROGRAM FOR URBAN DEVELOPMENT, STUDENTS ARE ABLE TO INTERACT WITH THE LOCAL COMMUNITY TUTORING CHILDREN, SERVING AS WELFARE ADVOCATES, VOLUNTEERING, AND VISITING THE SICK AND LONELY. THEY ENCOUNTER THE EFFECTS OF GLOBALIZATION ON A LOCAL LEVEL AS THEY WORK WITH THE HOMELESS AND UNEMPLOYED.
Form 990 Part III	4A	STUDENTS ALSO HAVE THE OPPORTUNITY TO SPEND BREAKS SERVING COMMUNITIES IN APPALACHIA AND ALONG THE GULF COAST, BUILDING HOUSES, CLEANING SCHOOLS AND PARKS OR SERVING IN COMMUNITY BASED ORGANIZATIONS. IT IS AN EXPERIENCE THEY WILL CARRY WITH THEM FOR THE REST OF THEIR LIVES, SERVING AS INSPIRATION FOR THEIR FUTURE STUDIES AND CAREERS. A COMMITMENT TO SHAPING MORE INFORMED, SENSITIVE, AND CONSCIENTIOUS GLOBAL CITIZENS IS NOT ONLY THE COLLEGES OBLIGATION AS AN EDUCATIONAL INSTITUTION, IT SPEAKS DIRECTLY TO THE HEART OF THE COLLEGES MISSION.
Form 990 Part III	4B	THE COLLEGE IS THE RECIPIENT OF VARIOUS GRANTS FROM PRIVATE FOUNDATIONS, CORPORATIONS AND THE U.S. FEDERAL GOVERNMENT. THESE GRANTS FUND BASIC RESEARCH INSTRUCTION, CURRICULUM DEVELOPMENT, AND INSTRUMENTATION OF COLLEGE LABORATORIES.
Form 990 Part IV	11A	SENIOR MANAGEMENT OF THE COLLEGE IS RESPONSIBLE FOR DRAFTING FORM 990. THE COMPLETED DRAFT FORM 990 IS SUBMITTED FOR REVIEW TO THE COLLEGES TAX ADVISOR. RECOMMENDED CHANGES ARE DISCUSSED WITH SENIOR MANAGEMENT AND INCORPORATED INTO THE RETURN. THE DRAFT FORM IS THEN PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES SUFFICIENTLY IN ADVANCE OF THE FILING DEADLINE TO ENABLE A DETAILED AND CONSCIENTIOUS REVIEW BY ALL MEMBERS OF THE COMMITTEE WITH SENIOR MANAGEMENT AND THE COLLEGES TAX ADVISOR. ALL QUESTIONS AND CONCERNS OF THE AUDIT COMMITTEE MEMBERS ARE ADDRESSED AND INCORPORATED INTO THE FORM 990 AS APPROPRIATE.
Form 990 Part VI	11A	AFTER THE AUDIT COMMITTEE REVIEW ALL MEMBERS OF THE BOARD OF TRUSTEES ARE PROVIDED WITH THE COMPLETED FORM 990 IN ADVANCE OF THE FILING DEADLINE VIA A DEDICATED COLLEGE WEBSITE. ALL QUESTIONS AND CONCERNS OF THE MEMBERS OF THE BOARD OF TRUSTEES WILL BE ADDRESSED BY THE TREASURER AND INCORPORATED INTO THE FORM 990 AS APPROPRIATE.
Form 990 Part VI	11A	AFTER ALL OF THE INPUT FROM THE BOARD OF TRUSTEES AND THE AUDIT COMMITTEE HAS BEEN APPROPRIATELY ADDRESSED, THE TREASURER OF THE COLLEGE IS AUTHORIZED TO FILE THE FORM 990.
Form 990 Part VI	12C	ALL OFFICERS, TRUSTEES AND KEY EMPLOYEES ASSUME RESPONSIBILITY FOR CONSIDERING POSSIBLE CONFLICTS OF INTEREST THAT ARISE DURING SERVICE WITH THE COLLEGE. TO HELP OFFICERS, TRUSTEES, AND KEY EMPLOYEES IDENTIFY POSSIBLE CONFLICTS OF INTEREST, THE COLLEGE HAS DEVELOPED A DISCLOSURE FORM THAT MUST BE COMPLETED AND UPDATED AT LEAST ANNUALLY. DURING THE COURSE OF THEIR SERVICE, OFFICERS, TRUSTEES, AND KEY EMPLOYEES MUST ALSO DISCLOSE ANY CONFLICT OF INTEREST AS SOON AS THEY BECOME AWARE OF THE CONFLICT.
Form 990 Part VI	12C	THE GENERAL COUNSEL WILL REVIEW THE DISCLOSURES AND REPORT CONFLICTS OF INTEREST TO THE CHAIRMAN OF THE BOARD AND THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE AUDIT COMMITTEE CONSIDERS THE BEST INTERESTS OF THE COLLEGE AND THE NATURE OF THE CONFLICT. THE AUDIT COMMITTEE EVALUATES THE CIRCUMSTANCES OF THE ISSUE OR TRANSACTION TO ENSURE THAT IT IS FEASIBLE, THE TERMS ARE FAVORABLE TO THE COLLEGE AND THAT THEY HAVE CONSIDERED ANY POTENTIAL IMPLICATIONS OF ENTERING INTO A TRANSACTION OR DECIDING AN ISSUE WHERE A CONFLICT EXISTS. THE AUDIT COMMITTEE MAY CONSIDER WHETHER ADVICE FROM COUNSEL OR OTHER INDEPENDENT ADVISORS IS NECESSARY IN PARTICULAR INSTANCES.
Form 990 Part VI	12C	THE AUDIT COMMITTEE WILL DELIBERATE THE REPORTED CONFLICT AND VOTE TO MAKE ONE OF TWO DETERMINATIONS THAT NO MATERIAL CONFLICT OF INTEREST EXISTS AND THAT NO ACTION IS NECESSARY OR THAT A MATERIAL CONFLICT OF INTEREST DOES EXIST AND RECOMMEND A STRATEGY TO ADDRESS THE IDENTIFIED CONFLICT. THESE FINDINGS WILL BE COMMUNICATED TO THE CHAIRMAN OF THE BOARD AND FULL BOARD OF TRUSTEES. THE MINUTES OF THE MEETING SHALL REFLECT THE NATURE OF THE CONFLICT AND THE AUDIT COMMITTEES DETERMINATION WITH RESPECT TO THE SPECIFIC PROCEDURES THE MEMBER WILL FOLLOW REGARDING THE ISSUE OR TRANSACTION.
Form 990 Part VI	15B	THE BYLAWS ARTICLE 2, SECTION 6 OF THE COLLEGE ESTABLISH THAT THE BOARD HAS THE AUTHORITY TO HIRE, EMPLOY, AND SET THE REMUNERATION OF THE PRESIDENT AND ALL OTHER OFFICERS OF INSTRUCTION AND ADMINISTRATION. THE EXECUTIVE COMMITTEE IS A PERMANENT COMMITTEE OF THE BOARD THAT HAS BEEN ASSIGNED THE RESPONSIBILITY FOR EVALUATING COMPENSATION REASONABLENESS FOR ALL OFFICERS OR HIGHLY PAID EMPLOYEES. THE EXECUTIVE COMMITTEE IS COMPOSED OF FIVE TO SIX MEMBERS AND INCLUDES THE PRESIDENT WHO IS EX-OFFICIO CHAIR AND A MEMBER OF THE COMMITTEE.
Form 990 Part VI	15B	THE EXECUTIVE COMMITTEE REVIEWS THE ENTIRE COMPENSATION PACKAGE INCLUDING BENEFITS BY ASSESSING THE NATURE AND SCOPE OF EACH POSITION, ASSESSING THE INDIVIDUALS HOLDING EACH POSITION INCLUDING UNIQUE BACKGROUND, EXPERIENCE, PERSONAL SKILLS, PERFORMANCE, ADDITIONAL DUTIES AND ABILITIES AND THE ABILITY TO SOLVE CHALLENGES FACING THE COLLEGE, OBTAINING APPROPRIATE AND COMPARABLE COMPENSATION MARKET DATA FROM THE FOLLOWING SOURCES SIMILARLY SITUATED ORGANIZATIONS, BOTH FOR-PROFIT AND TAX EXEMPT FOR FUNCTIONALLY COMPARABLE POSITIONS INCLUDING COMPARATIVE DATA FROM CUPA, OTHER JESUIT COLLEGES AND UNIVERSITIES, AND THE HAYS NEW ENGLAND MARKET SURVEY INDEPENDENT COMPENSATION SURVEYS BY NATIONALLY RECOGNIZED INDEPENDENT FIRMS THE EXECUTIVE COMMITTEE WILL PERIODICALLY USE INDEPENDENT COMPENSATION CONSULTANTS TO REVIEW EXECUTIVE COMPENSATION.
Form 990 Part VI	15B	THE EXECUTIVE COMMITTEE DELIBERATES THE INFORMATION PROVIDED AND RELATIVE CONTRIBUTION OF EACH EXECUTIVE MEMBER BEFORE VOTING ON THE COMPENSATION PACKAGE. THE PRESIDENT IS A MEMBER OF THE SOCIETY OF JESUS. MEMBERS OF THIS RELIGIOUS ORDER TAKE A VOW OF POVERTY AND RECEIVE COMPENSATION AS AN AGENT OF THEIR RELIGIOUS ORDER.
Form 990 Part VI	16A	THE COLLEGE PARTICIPATES IN A JOINT VENTURE, COLLABORATIVE EDUCATIONAL VENTURES OF NEW ENGLAND, LLC. CEVONE. CEVONE IS A COLLABORATIVE OF EDUCATIONAL INSTITUTIONS FORMED TO EXPLORE, DEVELOP AND PROVIDE SPECIAL PURPOSE INITIATIVES WHICH MAY BE OF PARTICULAR INTEREST TO ITS PARTICIPATING MEMBER SCHOOLS, COLLEGES, AND UNIVERSITIES. THE COLLEGES GENERAL COUNSEL REVIEWED THIS POLICY FOR POTENTIAL LEGAL AND TAX ISSUES.
Form 990 Part VI	19	THE COLLEGES GOVERNING INSTRUMENTS, ARTICLES OF INCORPORATION AND BYLAWS MAY BE FOUND ON THE COLLEGE WEBSITE UNDER THE OFFICE OF THE GENERAL COUNSEL. CONFLICT OF INTEREST POLICY IS AVAILABLE ON THE COLLEGES WEBSITE
Form 990 Part XI	5	OTHER CHANGES IN NET ASSETS OR FUND BALANCES INCLUDE UNREALIZED LOSSES OF 28,270,990, A LOSS ON INTEREST RATE SWAP AGREEMENTS OF 5,595,058, PENSION ADJUSTMENTS RELATING TO FINANCIAL STANDARDS ACCOUNTING NUMBER 158 WHICH IS A LOSS OF 10,117,165, AND MISCELLANEOUS ADJUSTMENTS OF 3,259. TOTAL OTHER CHANGES IN NET ASSETS OR FUND BALANCES EQUAL 43,986,472.
		Form 990 Part III Line 1 THE COLLEGE OF THE HOLY CROSS IS, BY TRADITION AND CHOICE, A JESUIT LIBERAL ARTS COLLEGE SERVING THE CATHOLIC COMMUNITY, AMERICAN SOCIETY AND THE WIDER WORLD. TO PARTICIPATE IN THE LIFE OF HOLY CROSS IS TO ACCEPT AN INVITATION TO JOIN IN DIALOGUE ABOUT BASIC HUMAN QUESTIONS WHAT IS THE MORAL CHARACTER OF LEARNING AND TEACHING HOW DO WE FIND MEANING IN LIFE AND HISTORY WHAT ARE OUR OBLIGATIONS TO ONE ANOTHER WHAT IS OUR SPECIAL RESPONSIBILITY TO THE WORLDS POOR AND POWERLESS Form 990 Part III Line 1 AS A LIBERAL ARTS COLLEGE, HOLY CROSS PURSUES EXCELLENCE IN TEACHING, LEARNING, AND RESEARCH. ALL WHO SHARE ITS LIFE ARE CHALLENGED TO BE OPEN TO NEW IDEAS, TO BE PATIENT WITH AMBIGUITY AND UNCERTAINTY, TO COMBINE A PASSION FOR TRUTH WITH RESPECT FOR THE VIEWS OF OTHERS. INFORMED BY THE PRESENCE OF DIVERSE INTERPRETATIONS OF THE HUMAN EXPERIENCE. HOLY CROSS SEKS TO BUILD A COMMUNITY MARKED BY FREEDOM, MUTUAL RESPECT, AND CIVILITY. BECAUSE THE SEARCH FOR MEANING AND VALUE IS AT THE HEART OF THE INTELLECTUAL LIFE, CRITICAL EXAMINATION OF FUNDAMENTAL RELIGIOUS AND PHILOSOPHICAL QUESTIONS IS INTEGRAL TO LIBERAL ARTS EDUCATION. DIALOGUE ABOUT THESE QUESTIONS AMONG PEOPLE FROM DIVERSE ACADEMIC DISCIPLINES AND RELIGIOUS TRADITIONS REQUIRES EVERYONE TO ACKNOWLEDGE AND RESPECT DIFFERENCES. DIALOGUE ALSO REQUIRES US TO REMAIN OPEN TO THAT SENSE OF THE WHOLE WHICH CALLS US TO TRANSCEND Form 990 Part III Line 1 OURSELVES AND CHALLENGES US TO SEEK THAT WHICH MIGHT CONSTITUTE OUR COMMON HUMANITY. Form 990 Part III Line 1 THE FACULTY AND STAFF OF HOLY CROSS, NOW PRIMARILY LAY AND RELIGIOUSLY AND CULTURALLY DIVERSE, ALSO AFFIRM THE MISSION OF HOLY CROSS AS A JESUIT COLLEGE. AS SUCH, HOLY CROSS SEEKS TO EXEMPLIFY THE LONGSTANDING DEDICATION OF THE SOCIETY OF JESUS TO THE INTELLECTUAL LIFE AND ITS COMMITMENT TO THE SERVICE OF FAITH AND PROMOTION OF JUSTICE. THE COLLEGE IS DEDICATED TO FORMING A COMMUNITY WHICH SUPPORTS THE INTELLECTUAL GROWTH OF ALL ITS MEMBERS WHILE OFFERING THEM OPPORTUNITIES FOR SPIRITUAL AND MORAL DEVELOPMENT. IN A SPECIAL WAY, THE COLLEGE MUST ENABLE ALL WHO CHOOSE TO DO SO TO ENCOUNTER THE INTELLECTUAL HERITAGE OF CATHOLICISM, TO FORM AN ACTIVE WORSHIPPING COMMUNITY AND TO BECOME ENGAGED IN THE LIFE WORK OF THE CONTEMPORARY CHURCH. Form 990 Part III Line 1 SINCE 1843, HOLY CROSS HAS SOUGHT TO EDUCATE STUDENTS WHO, AS LEADERS IN BUSINESS, PROFESSIONAL AND CIVIC LIFE, WOULD LIVE BY THE HIGHEST INTELLECTUAL AND ETHICAL STANDARDS. IN SERVICE OF THIS IDEAL, HOLY CROSS ENDEAVOURS TO CREATE AN ENVIRONMENT IN WHICH INTEGRATED LEARNING IS A SHARED RESPONSIBILITY, PURSUED IN CLASSROOM AND LABORATORY, STUDIO AND THEATER, RESIDENCE AND CHAPEL, SHARED RESPONSIBILITY FOR THE LIFE AND GOVERNANCE OF THE COLLEGE SHOULD LEAD ALL ITS MEMBERS TO MAKE THE BEST OF THEIR OWN TALENTS, TO WORK TOGETHER, TO BE SENSITIVE TO ONE ANOTHER, TO SERVE OTHERS, AND TO SEEK JUSTICE WITHIN AND BEYOND THE HOLY CROSS COMMUNITY. Form 990 Part III Line 4A THE COLLEGE OFFERS A CURRICULUM LEADING TO A BACHELOR OF ARTS A.B. DEGREE WITH ACADEMIC CONCENTRATIONS IN TWENTY-SIX FIELDS, INCLUDING BIOLOGY, CHEMISTRY, CLASSICS, ECONOMICS, ENGLISH, HISTORY, PSYCHOLOGY, RELIGIOUS STUDIES, SOCIOLOGY, THEATER AND THE VISUAL ARTS. THE COLLEGE IS A LARGE EDUCATIONAL COMPLEX, COMPLETE WITH LIBRARIES, SCIENCE LABORATORIES, CLASSROOMS, RESIDENCE HALLS, AND ATHLETIC FIELDS INCLUDING A FOOTBALL STADIUM AND HOCKEY RINK, AND A STUDENT ACTIVITY CENTER. Form 990 Part III Line 4A ALL FIRST YEAR STUDENTS PARTICIPATE IN AN ACADEMICALLY RIGOROUS LEARNING AND LIVING PROGRAM FOR THEIR FIRST YEAR. LEARNING TAKES PLACE IN SMALL DISCUSSION SEMINARS FOR THE ENTIRE YEAR THAT FIT THEMATICALLY WITHIN FIVE CLUSTERS EACH DEVOTED TO A LARGER THEME. STUDENTS CHOOSE THEIR OWN CLUSTER OF INTEREST FROM THE FOLLOWING AREAS NATURAL WORLD, DIVINE, SELF, GLOBAL SOCIETY OR CORE HUMAN QUESTIONS. GLOBAL SOCIETY IS THE LARGEST CLUSTER WITH DISCIPLINES FROM SOCIOLOGY AND HISTORY TO PHYSICS AND ECONOMICS. THE COURSES LOOK AT THE WORLD FROM A PLURALISTIC AND COSMOPOLITAN PERSPECTIVE, GIVING STUDENTS THE OPPORTUNITY TO REFLECT ON THE CULTURAL CONNECTIONS OF THE MODERN WORLD AND THE RESPONSIBILITIES OF THE 21ST CENTURY CITIZEN. Form 990 Part III Line 4A THE COLLEGE OFFERS STUDENTS THE ABILITY TO STUDY ABROAD DURING THEIR JUNIOR YEAR. THE COLLEGE HAS RELATIONSHIPS WITH UNIVERSITIES ON FIVE CONTINENTS AND EACH YEAR MORE THAN 150 STUDENTS PURSUE STUDIES IN A FOREIGN LAND INCLUDING CHINA, RUSSIA, CAMEROON, EUROPE, PERU, AND SRI LANKA. DURING THIS TIME THEY CONTINUE THEIR EDUCATION IN SUCH SUBJECTS AS HISTORY, MATH OR PSYCHOLOGY AND IN ADDITION, ARE EDUCATED BY THEIR SURROUNDINGS AND LEARN HOW OTHER PEOPLE VIEW THEIR HOME COUNTRY. THEY LIVE WITH LOCAL FAMILIES WHENEVER POSSIBLE AND ARE REQUIRED TO COMPLETE A SERVICE PROJECT THAT IMMERSES THEM IN THE LOCAL COMMUNITY. Form 990 Part III Line 4A THE COLLEGE OFFERS INTERDISCIPLINARY CONCENTRATIONS IN ASIAN STUDIES, ENVIRONMENTAL STUDIES, AFRICANA STUDIES, LATIN AMERICAN AND LATINO STUDIES AND WOMEN AND GENDER STUDIES. IN ADDITION, STUDENTS HAVE DEVELOPED THEIR OWN PROGRAMS IN ASIAN AMERICAN AND MIDDLE EASTERN STUDIES. THESE CONCENTRATIONS ALLOW STUDENTS TO SYNTHESIZE ACROSS DISCIPLINES, EXPLORING THE CULTURE THROUGH HISTORY, LITERATURE, LANGUAGE, SOCIOLOGY, ANTHROPOLOGY AND ART. THROUGH THESE STUDIES, STUDENTS GAIN A DEEPER APPRECIATION OF THE WORLDS CULTURES AND TRADITIONS. RELIGIOUS STUDIES EXPLORE THE GLOBAL RELIGIONS AND TRADITIONS AND ALSO LOOK AT CHRISTIAN AND CATHOLIC EXPERIENCES AROUND THE WORLD. IN SOCIOLOGY, STUDENTS EXAMINE THE SOCIETAL STRUCTURES THAT FRAME THE IMPACT OF GLOBALIZATION ON OUR PERCEPTION OF ETHNIC AND SOCIETAL IDENTITY. BIOLOGY STUDENTS LOOK AT THE IMPACT OF TECHNOLOGY, DEVELOPMENT, AND Form 990 Part III Line 4A GLOBALIZATION ON OUR NATURAL RESOURCES. MODERN LANGUAGES AND LITERATURE PROVIDE STUDENTS A STRONG FOUNDATION, EVEN FLUENCY, IN FOREIGN LANGUAGES, BUT ALSO PROVIDES INSIGHT INTO THE CULTURE OF THOSE WHO SPEAK THE LANGUAGE, THROUGH LITERATURE, ART, AND HISTORY. Form 990 Part III Line 4A THE COLLEGES MCFARLAND CENTER SPONSORS AND SUPPORTS PROGRAMMING THAT EXPLORES BASIC HUMAN QUESTIONS OF MEANING, MORALITY, AND MUTUAL OBLIGATION. FOLLOWING THE PRINCIPLE THAT FAITH AND LEARNING ARE PARTNERS IN LIBERAL EDUCATION, THE MCFARLAND CENTERS PROGRAMS FOSTER DIALOGUE THAT RESPECTS DIFFERENCES AND PROVIDES A FORUM FOR INTELLECTUAL EXCHANGE THAT IS INTERRRELIGIOUS AS WELL AS INTERDISCIPLINARY, INTERCULTURAL, AND INTERNATIONAL IN SCOPE. Form 990 Part III Line 4A THE CAMPUS LIBRARIES AT HOLY CROSS - DINAND, FENWICK MUSIC, OCALLAHAN SCIENCE, ARCHIVAL AND SPECIAL COLLECTIONS, AND RHEM - ARE ALSO AVAILABLE TO THE PUBLIC FOR SCHOLARLY RESEARCH. THE LIBRARIES HAVE AN EXTENSIVE COLLECTION OF BOOKS, JOURNALS, TAPES, VIDEOS, CDS, LPS, PHOTOGRAPHS, AND ELECTRONIC RESOURCES. THE LIBRARY COLLECTION INCLUDES MORE THAN 650,000 VOLUMES, 4,500 PERIODICALS, 14,000 SOUND RECORDINGS, 7,000 MUSIC SCORES, AND 40,0000 ART HISTORY SLIDES. THE COLLECTION INCLUDES THE FOLLOWING ITEMS OF PARTICULAR INTEREST INCUNABULA BOOKS PRINTED PRIOR TO 1500, JESUITANA BOOKS PRINCIPALLY BY JESUIT AUTHORS OF THE 15TH TO 17TH CENTURIES, AMERICANA BOOKS OF SPECIAL INTEREST PUBLISHED IN AMERICA PRIOR TO 1829, JOHN HENRY CARDINAL NEWMAN 1801-1890 COLLECTION LETTERS AND FIRST EDITIONS, JAMES MICHAEL CURLEY 1874-1958 COLLECTION SCRAPBOOKS, NEWSPAPER CLIPPINGS, MICROFILM. Form 990 Part III Line 4A CURLEY WAS MAYOR OF BOSTON AND GOVERNOR OF MASSACHUSETTS, LOUISE IMOGENE GUINEY 1861-1920 COLLECTION POEMS, ESSAYS, CORRESPONDENCE AND PHOTOGRAPHS, FRANK W. STEARNS 1856-1939 COLLECTION CORRESPONDENCE, SCRAPBOOKS. STEARNS WAS A BOSTON MERCHANT AND POLITICAL ADVISOR TO CALVIN COOLIDGE, HENNESSEY COLLECTION NEARLY 8,000 LP SOUND RECORDINGS OF OPERA AND OTHER VOCAL MUSIC. Form 990 Part III Line 4A THROUGH BOTH CONTEMPORARY AND HISTORICAL EXHIBITIONS, THE IRIS AND B. GERALD CANTOR ART GALLERY AT HOLY CROSS EDUCATES THE COLLEGE AND WORCESTER COMMUNITIES ABOUT THE FUNDAMENTAL INTELLECTUAL, CULTURAL, SPIRITUAL, AND AESTHETIC ISSUES ENCOUNTERED THROUGH VISUAL ART. OPEN FREE TO THE PUBLIC, THE GALLERY SEEKS TO PROMOTE AND SUPPORT THE INTELLECTUAL AND CULTURAL LIFE OF THE COLLEGE THROUGH THE PRESENTATION AND DISCUSSION OF A DIVERSITY OF VISUAL ARTS. THE GALLERY HAS SPECIAL RESPONSIBILITY FOR INTEGRATING THE LIBERAL ARTS VALUES OF THE COLLEGE AND THE CLASSROOM BY LINKING EXHIBITIONS TO THE BROADER CURRICULUM AND COMMUNITY. Form 990 Part III Line 4A THE COLLEGE IS A MEMBER OF THE PATRIOT LEAGUE AND OFFERS A COMPREHENSIVE ATHLETIC PROGRAM AT THE NCAA DIVISION I LEVEL CONSISTING OF 27 ATHLETIC TEAMS. INTERCOLLEGIATE SPORTS FOR MEN ARE BASEBALL, BASKETBALL, CREW, CROSS COUNTRY, FOOTBALL, GOLF, ICE HOCKEY, LACROSSE, SOCCER, SWIMMING, TENNIS AND INDOOR AND OUTDOOR TRACK AND FIELD. WOMEN COMPETE IN BASKETBALL, CREW, CROSS-COUNTRY, FIELD HOCKEY, GOLF, ICE HOCKEY, LACROSSE, SOCCER, SOFTBALL, SWIMMING, TENNIS, INDOOR

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Total IncomeTotalIncome	EOY AssetsEOYAssets	Direct Controlling Entity NADirectControllingEntityNA
General Alumni Assoc
1 College Street	Worcester	MA	01610	Support	MA	141831	5958	N/A
Holy Cross Club of Boston
1 College Street	Worcester	MA	01610	Support	MA		14232	N/A

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

Field	Value	IRS element (for citing)
Business Name Line1	Alchemy Plan LP	BusinessNameLine1

Address Foreign AddressForeign

Field	Value	IRS element (for citing)
Address Line1	Trafalgar Court Les Banques	AddressLine1
City	St Peter Port	City
Country	GK	Country
Postal Code	GY13QL	PostalCode

Field	Value	IRS element (for citing)
EIN	980376083	EIN
Primary Activity	Investing	PrimaryActivity
Legal Domicile Foreign Country	GK	LegalDomicileForeignCountry

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1

Field	Value	IRS element (for citing)
Predominant Income Type	Investment	PredominantIncomeType
Share Of Total Income	1381543	ShareOfTotalIncome
Share Of EOY Assets	13354462	ShareOfEOYAssets
Disproportionate Allocations	true	DisproportionateAllocations
General Or Managing Partner	false	GeneralOrManagingPartner
Percentage Ownership	0.99500	PercentageOwnership

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

Field	Value	IRS element (for citing)
Business Name Line1	CHARITABLE REMAINDER TRUST	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	1 College Street	AddressLine1
City	Worcester	City
State	MA	State
ZIP Code	01610	ZIPCode

Field	Value	IRS element (for citing)
Primary Activity	Charitable Rm Trust	PrimaryActivity
Legal Domicile State	MA	LegalDomicileState
Direct Controlling Entity NA	N/A	DirectControllingEntityNA
Type Of Entity	Trust	TypeOfEntity
Share Of EOY Assets	437981	ShareOfEOYAssets

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	false	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	true	OtherTransferToOtherOrg
Other Transfer From Other Org	true	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved	Method Of Amt DeterminationMethodOfAmtDetermination
Alchemy Plan LP
q	119965	FMV
Alchemy Plan LP
r	522622	FMV