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TRUSTEES OF THE COLLEGE OF THE HOLY CROSS: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
TRUSTEES OF THE COLLEGE OF THE HOLY CROSS (EIN 04-2103558)
Tax period
2010-07-01 to 2011-06-30
Filed
2012-05-16
IRS object ID
201211379349301051
Schema version
2010v3.4
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-05-16T11:11:51-00:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line160 SOUTH STREETAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02111ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN042103558EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1College of the Holy CrossBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCOLLNameControl
Phone5087932514Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 College StreetAddressLine1
CityWorcesterCity
StateMAState
ZIP Code016102395ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMichael J LochheadName
TitleVP and TreasurerTitle
Date Signed2012-05-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone6179881000Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonPhilip Boroughs SJNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11 College StreetAddressLine1
CityWorcesterCity
StateMAState
ZIP Code016102395ZIPCode
FieldValueIRS element (for citing)
Gross Receipts343825792GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Siteholycross.eduWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1905YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionHoly Cross is a private, Jesuit liberal arts college dedicated to the pursuit of excellence in teaching, learning, service of faith and promotion of justice. 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 Body34NbrVotingMembersGoverningBody
Nbr Independent Voting Members32NbrIndependentVotingMembers
Total Nbr Employees3273TotalNbrEmployees
Total Nbr Volunteers250TotalNbrVolunteers
Total Gross UBI384974TotalGrossUBI
Net Unrelated Business Txbl Income-1020256NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year21389940ContributionsGrantsPriorYear
Contributions Grants Current Year16812852ContributionsGrantsCurrentYear
Program Service Revenue Prior Year148835559ProgramServiceRevenuePriorYear
Program Service Revenue CY153901056ProgramServiceRevenueCY
Investment Income Prior Year19876954InvestmentIncomePriorYear
Investment Income Current Year38476299InvestmentIncomeCurrentYear
Other Revenue Prior Year271792OtherRevenuePriorYear
Other Revenue Current Year281598OtherRevenueCurrentYear
Total Revenue Prior Year190374245TotalRevenuePriorYear
Total Revenue Current Year209471805TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year36221417GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY38103566GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year82707875SalariesEtcPriorYear
Salaries Etc Current Year87262759SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year6438446TotalFundrsngExpCurrentYear
Other Expense Prior Year59315800OtherExpensePriorYear
Other Expenses Current Year57689058OtherExpensesCurrentYear
Total Expenses Prior Year178245092TotalExpensesPriorYear
Total Expenses Current Year183055383TotalExpensesCurrentYear
Revenues Less Expenses Prior Year12129153RevenuesLessExpensesPriorYear
Revenues Less Expenses CY26416422RevenuesLessExpensesCY
Total Assets BOY798803213TotalAssetsBOY
Total Assets EOY883508989TotalAssetsEOY
Total Liabilities BOY223014034TotalLiabilitiesBOY
Total Liabilities EOY211220493TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY575789179NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY672288496NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE 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 ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense159647278Expense
Grants38103566Grants
Revenue150758057Revenue
DescriptionTHE COLLEGE IS A COMMUNITY OF 2,872 FULL TIME AND 65 PART TIME STUDENTS FOR THE ACADEMIC YEAR ENDING IN MAY 2011. 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 2010-2011 THERE WERE 696 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

FieldValueIRS element (for citing)
Expense1704090Expense
Revenue3142999Revenue
DescriptionBASIC 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
FieldValueIRS element (for citing)
Total Program Service Expense161351368TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementstrueConservationEasements
Collections Of ArttrueCollectionsOfArt
Credit CounselingtrueCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchooltrueSchool
Foreign OfficetrueForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualstrueMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntitytrueDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10964273NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees3273NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccounttrueForeignFinancialAccount
Name Of Foreign CountryGKNameOfForeignCountry
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members34NbrVotingGoverningBodyMembers
Number Independent Voting Members32NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturetrueInvestmentInJointVenture
Written Policy Or ProcedurefalseWrittenPolicyOrProcedure
States Where Copy Of Return Is FiledNHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonCharles F EstaphanNamePerson
Telephone Number5087932514TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11 College StreetAddressLine1
CityWorcesterCity
StateMAState
ZIP Code016102395ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (48 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationFormerFormerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
Michael McFarland
President045.00XX000
Michael Lochhead
VP Treasurer045.00X264677056863
William Durgin
Chief Invest Officer045.00X849285048441
Michael Perry
VP Development045.00244530036674X
Jacqueline Peterson
Dean of Students045.00X165256040653
Frank Vellaccio
Sr. VP045.00X258315054011
Timothy Mines
Secretary, Gen Counsel045.00X151376026459
Timothy Austin
Dean045.00X214275023727
Timothy Jarry
Chief Invest Officer045.00X185298041289
Kevin T FitzGerald
Trustee005.00X000
Ronald Amiot SJ
Trustee005.00X000
Robert Atchinson
Trustee005.00X000
John F Baldovin SJ
Trustee005.00X000
Philip L Boroughs SJ
Trustee005.00X000
Thomas H Carey
Trustee005.00X000
Gregory C Chisholm SJ
Trustee005.00X000
Michael E Daniels
Trustee005.00X000
William M Doran Jr
Trustee005.00X000
Robert S Morrison
Trustee005.00X000
James J Collins
Trustee005.00X000
John B Fisher
Trustee005.00X000
Maria Eugenia Ferre Rangel
Trustee005.00X000
Joan Hogan Gillman
Trustee005.00X000
David J Grain
Trustee005.00X000
Yachira Torres
Trustee005.00X000
Mark G Holowesko
Trustee005.00X000
Kathleen McLaughlin LaCroix
Trustee005.00X000
P Kevin Condron
Trustee005.00X000
Brian F Linnane SJ
Trustee005.00X000
Edward J Ludwig
Trustee005.00X000
John E Luth
Trustee005.00X000
John J Mahoney Jr
Trustee005.00X000
Mary Coffey Moran
Trustee005.00X000
William J Teuber
Trustee005.00X000
Bernadette M Semple
Trustee005.00X000
Jonathan Niconchuk
Trustee005.00X000
Park B Smith
Trustee005.00X000
David A Spina
Trustee005.00X000
Nancy M Taylor
Trustee005.00X000
Donna M Winn
Trustee005.00X000
Mary Murphy Westover
Trustee005.00X000
Richard Regan Jr
Athletic Director045.00188915040102XX
William Gibbons
Basketball Coach040.00176722041579X
Mary Lee Ledbetter
Professor040.00248179032197X
Milan Brown
Basketball Coach040.00221426033926X
Robert Grenon
Controller040.00195224021999X
Sean Kearney
Baskeball Coach040.00289215028691X
Dorothy Hauver
Assistant Treasurer045.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org3652693TotalReportableCompFromOrg
Total Other Compensation526611TotalOtherCompensation
Number Individuals GT100 K81NumberIndividualsGT100K
Formers ListedtrueFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
Fontaine Brothers Inc
510 Cottage StreetSpringfieldMA01104General Contractor11085085
Bond Brothers
145 Spring StreetEverettMA02149General Contractor3075129
Burton F Clark Inc
41155 State Highway 10DelhiNY13753General Contractor1184364
Worcester Polytechnic Institute
100 Institute RoadWorcesterMA01609Contractual Exempt Work1046960
Builders Systems Inc
135 Southbridge StreetAuburnMA01501General Contractor916732
FieldValueIRS element (for citing)
Number Of Contractors GT100 K48NumberOfContractorsGT100K
Fundraising Events296564FundraisingEvents
Government Grants3142999GovernmentGrants
All Other Contributions13373289AllOtherContributions
Noncash Contributions2191246NoncashContributions
Total Contributions16812852TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmount
Tuition and fees611600114473109114473109
Room and board6117102632040626320406
Sales of auxiliary services72232055409481408296$4,132,652
Athletics61171016187391618739
Grants and student aid revenue61171034328413432841

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column2515013TotalRevenueColumn
Related Or Exempt Function Income2515013RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue153901056TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column5819177TotalRevenueColumn
Unrelated Business Revenue-1043715UnrelatedBusinessRevenue
Exclusion$6,862,892ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column98440TotalRevenueColumn
Exclusion$98,440ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real167643Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real167643Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column167643TotalRevenueColumn
Exclusion$167,643ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities166824837Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities134266155Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities32558682Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column32558682TotalRevenueColumn
Exclusion$32,558,682ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events55467GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events296564CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses87832FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-32365TotalRevenueColumn
Exclusion-$32,365ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionOther incomeDescription
Business Code900099BusinessCode
Total Revenue Column146320TotalRevenueColumn
Unrelated Business Revenue20393UnrelatedBusinessRevenue
Exclusion$125,927ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue146320TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column209471805TotalRevenueColumn
Related Or Exempt Function Income148360108RelatedOrExemptFunctionIncome
Unrelated Business Revenue384974UnrelatedBusinessRevenue
Exclusion$43,913,871ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total37150711Total
Program Services37150711ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total952855Total
Program Services952855ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total3585841Total
Program Services450707ProgramServices
Management And General2400685ManagementAndGeneral
Fundraising734449Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total59864954Total
Program Services52619844ProgramServices
Management And General4836314ManagementAndGeneral
Fundraising2408796Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total6835800Total
Program Services5483643ProgramServices
Management And General1069868ManagementAndGeneral
Fundraising282289Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total12539536Total
Program Services11513450ProgramServices
Management And General425352ManagementAndGeneral
Fundraising600734Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total4436628Total
Program Services3559040ProgramServices
Management And General694375ManagementAndGeneral
Fundraising183213Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total111908Total
Management And General77097ManagementAndGeneral
Fundraising34811Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total284974Total
Management And General284974ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Fees For Services Prof FundraisingFeesForServicesProfFundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total1228607Total
Management And General1228607ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total3077164Total
Program Services1654847ProgramServices
Management And General1059103ManagementAndGeneral
Fundraising363214Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total88440Total
Program Services44501ProgramServices
Management And General40938ManagementAndGeneral
Fundraising3001Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total6902248Total
Program Services5354465ProgramServices
Management And General473520ManagementAndGeneral
Fundraising1074263Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total1744039Total
Program Services1067529ProgramServices
Management And General582297ManagementAndGeneral
Fundraising94213Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total7561649Total
Program Services6827393ProgramServices
Management And General634424ManagementAndGeneral
Fundraising99832Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total3302819Total
Program Services2944778ProgramServices
Management And General199664ManagementAndGeneral
Fundraising158377Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total516403Total
Program Services423803ProgramServices
Management And General85352ManagementAndGeneral
Fundraising7248Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total7121764Total
Program Services6429654ProgramServices
Management And General692110ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total12628535Total
Program Services10458519ProgramServices
Management And General2170016ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total781942Total
Program Services71230ProgramServices
Management And General691181ManagementAndGeneral
Fundraising19531Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Study abroad program36329903632990
Food and functions42848683523450313754447664
Bad debt84099377896962024
Cost of good sold21580582158058
Membership dues48754426109220208224370

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total934113Total
Program Services3989840ProgramServices
Management And General-2958169ManagementAndGeneral
Fundraising-97559Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total183055383Total
Program Services161351368ProgramServices
Management And General15265568ManagementAndGeneral
Fundraising6438446Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY12205BOY
EOY12265EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY50403215BOY
EOY41507808EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY7733005BOY
EOY6553077EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY441503BOY
EOY399055EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY6785564BOY
EOY7293147EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY484609BOY
EOY583592EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY1811910BOY
EOY2234457EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis390412198LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec182039732LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY195712394BOY
EOY208372466EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY152883080BOY
EOY209977331EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY382081192BOY
EOY406574052EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY454536BOY
EOY1739EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY798803213BOY
EOY883508989EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY28081341BOY
EOY25314707EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY6919927BOY
EOY5309875EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY168289903BOY
EOY162560255EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY1288740BOY
EOY1151328EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY18434123BOY
EOY16884328EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY223014034BOY
EOY211220493EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY290890578BOY
EOY341610786EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY135446217BOY
EOY177385344EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY149452384BOY
EOY153292366EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY575789179BOY
EOY672288496EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY798803213BOY
EOY883508989EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses26416422ReconcilationRevenueExpenses
Reconcilation Other Changes70082895ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii
Public Support Pertcentage1700.00000PublicSupportPertcentage170
Public Support Percentage5090.00000PublicSupportPercentage509
Investment Income Percentage0.00000InvestmentIncomePercentage

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals902FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals902FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals147564530FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals147565432FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals1000000FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals250000FilingOrganizationsTotals

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus31000000CurrentYearMinus3
Current Year Minus21000000CurrentYearMinus2
Current Year1000000CurrentYear
Total3000000Total
FieldValueIRS element (for citing)
Lobbying Ceiling$4,500,000LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

FieldValueIRS element (for citing)
Current Year Minus397432CurrentYearMinus3
Current Year Minus272866CurrentYearMinus2
Current Year902CurrentYear
Total171200Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus3250000CurrentYearMinus3
Current Year Minus2250000CurrentYearMinus2
Total500000Total
FieldValueIRS element (for citing)
Grassroots Ceiling$750,000GrassrootsCeilingAmount

Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures

FieldValueIRS element (for citing)
Current Year902CurrentYear
Total902Total

Form990 Schedule C Part IV Form990ScheduleCPartIV (3 entries)

IdentifierIdentifierExplanationExplanation
II-BDURING THE YEAR THE COLLEGE DID NOT ENGAGE IN ANY LOBBYING TO INFLUENCE A LEGISLATIVE BODY. HOWEVER, THE COLLEGE HOSTED A MEETING OF LEADERS OF THE DEAF COMMUNITY TO DISCUSS THE ISSUE OF PENDING STATE BUDGET CUTS. COSTS OF THIS MEETING INCLUDED A PORTION OF THE SALARY OF THE PLANNERS, FOOD, INTERPRETERS, AND TRANSPORTATION AND TOTALLED 902. THE COLLEGE HAS AN EMPLOYEE THAT IS A REGISTERED LOBBYIST WHOSE ONLY LOBBYING ACTIVITY RELATED TO THE ABOVE MEETING AND WAS LESS THAN FIVE HOURS OF HIS
II-BTIME DURING THE YEAR.
II-BTHE 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

FieldValueIRS element (for citing)
Historic StructureXHistoricStructure
Nmbr States In Which Easements Held1NmbrStatesInWhichEasementsHeld
Written Policy MonitoringtrueWrittenPolicyMonitoring

Art Public Exhibition Amts ArtPublicExhibitionAmts

FieldValueIRS element (for citing)
Assets In Part X669405AssetsInPartX
FieldValueIRS element (for citing)
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Solicited Assets For SalefalseSolicitedAssetsForSale
Agent Trustee EtcfalseAgentTrusteeEtc
Included On FStrueIncludedOnFS

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance522493344BeginningOfYearBalance
Contributions8654234Contributions
Investment Earnings Or Losses100650889InvestmentEarningsOrLosses
Grants Or Scholarships5436053GrantsOrScholarships
Other Expenditures16230869OtherExpenditures
Administrative Expenses2418857AdministrativeExpenses
End Of Year Balance607712688EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance492679761BeginningOfYearBalance
Contributions4789778Contributions
Investment Earnings Or Losses48461840InvestmentEarningsOrLosses
Grants Or Scholarships4669581GrantsOrScholarships
Other Expenditures16081612OtherExpenditures
Administrative Expenses2686842AdministrativeExpenses
End Of Year Balance522493344EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance617249034BeginningOfYearBalance
Contributions15989246Contributions
Investment Earnings Or Losses-116117375InvestmentEarningsOrLosses
Grants Or Scholarships5141085GrantsOrScholarships
Other Expenditures15739660OtherExpenditures
Administrative Expenses3560399AdministrativeExpenses
End Of Year Balance492679761EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.50000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.50000PermanentEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis3709109OtherCostOrOtherBasis
Book Value3709109BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis302348351OtherCostOrOtherBasis
Depreciation123733948Depreciation
Book Value178614403BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis50157690OtherCostOrOtherBasis
Depreciation40408117Depreciation
Book Value9749573BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis34197048OtherCostOrOtherBasis
Depreciation17897667Depreciation
Book Value16299381BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings208372466TotalOfBookValueLandBuildings

Other Securities OtherSecurities (4 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
Hedge funds233233645F
Private equity130263247F
Real assets41808140F
Other investments1269020F
FieldValueIRS element (for citing)
Total Of Book Value Securities406574052TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
Refundable U.S. Government Grants-Department of Education Perkins Loan Program$5,079,383
Annuity obligation on deferred giving agreements$5,107,313
Interest rate swap$6,697,632
FieldValueIRS element (for citing)
Total Of Amounts16884328TotalOfAmounts
Total Revenue209471805TotalRevenue
Total Expenses183055383TotalExpenses
Excess Or Deficit For Year26416422ExcessOrDeficitForYear
Net Unrealized GL On Investments64133984NetUnrealizedGLOnInvestments
Other$5,948,911OtherAmount
Total Adjustments70082895TotalAdjustments
Excess Or Deficit Per FS96499317ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt240708722TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments64133984NetUnrealizedGainsInvestments
Other Revenues8972621OtherRevenues
Revenue Not Rptd F99073106605RevenueNotRptdF990
Revenue Subtotal167602117RevenueSubtotal
Investment Expenses Not Included2242507InvestmentExpensesNotIncluded
Other Revenues Not Included39627181OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt41869688RevenueNotRptdOnFinStmt
Total Revenue Per Form990209471805TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt144209405TotExpensesEtcAuditedFinclStmt
Other Expenses Included3024841OtherExpensesIncluded
Expenses Not Rptd F9903024841ExpensesNotRptdF990
Expenses Subtotal141184564ExpensesSubtotal
Investment Expenses Not Included22242507InvestmentExpensesNotIncluded2
Other Expenses Not Included39628312OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt41870819ExpensesNotRptdOnFinStmt
Total Expenses Per Form990183055383TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (10 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
II9THE COLLEGE HAS NOT RECEIVED ANY GIFT OF PROPERTY SUBJECT TO A CONSERVATION EASEMENT AND THEREFORE DOES NOT REPORT CONSERVATION EASEMENTS IN ITS REVENUE AND EXPENSE STATEMENT OR BALANCE SHEET. THE COLLEGE DOES OWN BUILDINGS THAT ARE PART OF THE HISTORIC REGISTER AND THEREFORE SUBJECT TO RESTRICTIONS REGARDING THEIR PRESERVATION.
II9THE COLLEGE POLICY IS TO MAINTAIN CAMPUS PROPERTY IN A GOOD AND SOUND STATE OF REPAIR AND TO MAINTAIN ALL PROPERTY, INCLUDING THOSE SUBJECT TO CONSERVATION EASEMENT, 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. ALL BUILDINGS AND LAND SUBJECT TO A CONSERVATION EASEMENT ARE LOCATED ON THE MAIN CAMPUS, OWNED BY THE
II9COLLEGE AND REGULARLY USED BY THE CAMPUS COMMUNITY. THEY ARE CONSTANTLY MONITORED AND INSPECTED TO ENSURE THE PRESERVATION OF THE HISTORIC STRUCTURES.
III4THE GALLERY EXISTS TO PROMOTE AND SUPPORT THE INTELLECTUAL AND CULTURAL LIFE OF THE COLLEGE AND IS OPEN TO THE GENERAL PUBLIC. THE GALLERY SERVES AS A CATALYST IN THE SEARCH FOR MEANING AND VALUE IN LIFE AND HISTORY WITH A SPECIAL RESPONSIBLITY FOR INTEGRATING THE LIBERAL ARTS VALUES OF THE COLLEGE WITH THE CLASSROOM BY LINKING EXHIBITIONS TO THE BROADER CURRICULUM. THE GALLERY BOASTS MORE THAN 400 OBJECTS IN ITS PERMANENT COLLECTION. THE PERMANENT COLLECTION REPRESENTS A BROAD SPECTRUM OF
III4ART AND HISTORICAL PERIODS INCLUDING SOUTHEAST ASIAN TEXTILES, NOTABLE WORKS BY RODIN, PLAZZOTTA, GROSS, GRIPPE, AND BEAUCHAMPE, PHOTOGRAPHS BY MARILYN BRIDGES AND PAUL CAPONIGRO, PAINTINGS, PRINTS AND DRAWINGS BY MICHAEL BEATTY, ROBERT BEAUCHAMPE, FRANCIS BONIV, TERRI PRIEST AND OTHERS.
IV2bAGENCY 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
IV2BPROGRAMS. 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 ADMINISTERING THESE FUNDS. ALL CUSTODIAL FUNDS FOLLOW THE EXPENDITURE POLICIES AND PROCEDURES OUTLINED BY THE COLLEGE.
V4THE COLLEGES ENDOWMENT CONSISTS OF APPROXIMATELY 800 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES 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.
V4THE COLLEGE ENDOWMENT INCLUDES MANY INDIVIDUAL FUNDS THAT ARE RESTRICTED TO SUPPORT STUDENT FINANCIAL AID MAKING A COLLEGE EDUCATION AFFORDABLE TO THOSE WHO HAVE DEMONSTRATED NEED. FACULTY CHAIRS OR PROFESSORSHIPS ARE ANOTHER LEADING PURPOSE FOR WHICH INDIVIDUAL 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
V4SCHOLARS WHO ARE CONTRIBUTING SIGNIFICANTLY TO TEACHING IN 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

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmttrueNondiscriminatoryPolicyStmt
Policy Statement In Brochures EtctruePolicyStatementInBrochuresEtc
Policy Publ Via Broadcast MediatruePolicyPublViaBroadcastMedia
Maint Racial Composition RecordstrueMaintRacialCompositionRecords
Maint Scholarships RecordstrueMaintScholarshipsRecords
Maint Copies Of Brochures EtctrueMaintCopiesOfBrochuresEtc
Maint Copies Of All SolicitationstrueMaintCopiesOfAllSolicitations
Discriminate Race Students RightsfalseDiscriminateRaceStudentsRights
Discriminate Race Admiss PoliciesfalseDiscriminateRaceAdmissPolicies
Discriminate Race Emplmn FacultyfalseDiscriminateRaceEmplmnFaculty
Discriminate Race ScholarshipsfalseDiscriminateRaceScholarships
Discriminate Race Educ PoliciesfalseDiscriminateRaceEducPolicies
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFclts
Discriminate Race Athletic ProgfalseDiscriminateRaceAthleticProg
Discriminate Race Other ActyfalseDiscriminateRaceOtherActy
Government Financial Aid ReceivedtrueGovernmentFinancialAidReceived
Government Financial Aid RevokedfalseGovernmentFinancialAidRevoked
Compliance With Rev Proc7550trueComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII

FieldValueIRS element (for citing)
IdentifierPart IIdentifier
Return Reference6AReturnReference
ExplanationTHE 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

FieldValueIRS element (for citing)
Grant Records MaintainedtrueGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (8 entries)

RegionRegionType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpendituresNumber Of EmployeesNumberOfEmployees
Central America and the CaribbeanProgram servicesAttend College Abroad89892
East Asia and the PacificProgram servicesAttend College Abroad671385
EuropeProgram servicesAttend College Abroad258756290
South AmericaProgram servicesAttend College Abroad1302163
Sub-Saharan AfricaProgram servicesAttend College Abroad13017
Middle East and North AfricaProgram servicesAttend College Abroad1990
Central America and the CaribbeanInvestments171436646
EuropeInvestments14361982
FieldValueIRS element (for citing)
Subtotal Number Of Employees93SubtotalNumberOfEmployees
Total Number Of Employees93TotalNumberOfEmployees
Subtotal Amount Spent189292690SubtotalAmountSpent
Total Amount Spent189292690TotalAmountSpent
Transfer To Foreign CorptrueTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorpfalseOwnForeignCorp
Passive Foreign Invest CotruePassiveForeignInvestCo
Foreign PartnershiptrueForeignPartnership
Boycott CountriesfalseBoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
I2THE 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
12STUDENTS WHO ATTEND CLASSES IN THE UNITED STATES AS DESCRIBED ON FORM 990, SCHEDULE I, PART IV.

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1NY COUNC DINNERNameOfEvent1
Gross Receipts Event1285650GrossReceiptsEvent1
Charitable Contributions Event1252775CharitableContributionsEvent1
Gross Revenue Event132875GrossRevenueEvent1
Food And Beverage Event167509FoodAndBeverageEvent1
Name Of Event2CRUSADER GRIDNameOfEvent2
Gross Receipts Event266381GrossReceiptsEvent2
Charitable Contributions Event243789CharitableContributionsEvent2
Gross Revenue Event222592GrossRevenueEvent2
Food And Beverage Event220323FoodAndBeverageEvent2
Gross Receipts Total352031GrossReceiptsTotal
Charitable Contributions Total296564CharitableContributionsTotal
Gross Revenue Total Events55467GrossRevenueTotalEvents
Food And Beverage Total Events87832FoodAndBeverageTotalEvents
Direct Expense Summary Events87832DirectExpenseSummaryEvents
Net Income Summary-32365NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrant
SCHOLARSHIP - FUNDED BY THE FEDERAL GOVERNMENT166650551
SCHOLARSHIP - FUNDED BY THE STATE GOVERNMENT183451414
SCHOLARSHIP - FUNDED BY THE COLLEGE141135529727
SCHOLARSHIP - FUNDED BY PRIVATE SOURCES68519019

Form990 Schedule I Part IV Form990ScheduleIPartIV (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
I2THE 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.
I2THE 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.
I2A 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.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymenttrueSeverancePayment
Supplemental Nonqual Retire PlantrueSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (14 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgOther Compensation Filing OrgOtherCompensationFilingOrgDeferred Comp Filing OrgDeferredCompFilingOrgNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgTotal Compensation Filing OrgTotalCompensationFilingOrg
William Gibbons
149636270861685724722218301
Michael Lochhead
235008296692726429599321540
William Durgin
3199695293162726421177897726
Michael Perry
178582659482182614848281204
Jacqueline Peterson
15958256741782122832205909
Frank Vellaccio
239111192042726426747312326
Timothy Mines
1508745021636810091177835
Timothy Austin
20283711438222241503238002
Timothy Jarry
1835221776588335406226587
Mary Lee Ledbetter
1216221265571271319484280376
Milan Brown
209811116152043913487255352
Robert Grenon
1923872837188773122217223
Sean Kearney
152341136874993818753317906
Richard Regan Jr
161320275951794822154229017

Form990 Schedule J Part III Form990ScheduleJPartIII (7 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
I1ACERTAIN 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.
I4ABWILLIAM 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 SPLIT-DOLLAR LIFE INSURANCE PAYOUT OF 500,160. PURSUANT TO HIS TERMINATION AGREEMENT, WILLIAM DURGIN IS ALSO ENTITLED
I4ABTO A ONE TIME PAYOUT OF TWO YEARS SALARY AND CONTINUATION OF HEALTH BENEFITS TO AGE SEVENTY. 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 PRESIDENT MCFARLAND.
I4AMARY LEE LEDBETTER RETIRED FROM HER POSITION AS PROFESSOR. PURSUANT TO HER RETIREMENT AGREEMENT, PROFESSOR LEDBETTER WAS PAID 125,155 AS AN EARLY RETIREMENT PAYOUT.
I4AMICHAEL PERRY AND SEAN KEARNEY SEPARATED FROM THE COLLEGE DURING THE YEAR ENDED 6/30/2011. PURSUANT TO THEIR SEPARATION AGREEMENTS, THE COLLEGE MADE A ONE TIME SEVERANCE PAYOUT OF 36,873 AND 132,500 TO PERRY AND KEARNEY RESPECTIVELY.
IIMEMBERS 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
IIHIS SUPERIOR AND THE FULL AMOUNT OF COMPENSATION IS REMITTED TO HIS ORDER WHICH IS EXEMPT FROM TAX.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
Mass Development and Finance Agency MDFA 2007B
04260819557583RLM52007-05-0330306021Refunding 1998 Issuefalsefalsefalse
Mass Development and Finance Agency MDFA 2008A
04260819557583RU262008-05-0845340000Refunding 2007A Issuefalsefalsefalse
Mass Development and Finance Agency MDFA 2008B
04260819557583RVU62008-05-0871076481Refunding 2006 Issuefalsefalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII

FieldValueIRS element (for citing)
Total Proceeds30306021TotalProceeds
Issuance Costs From Proceeds258981IssuanceCostsFromProceeds
Capital Expenditures29877800CapitalExpenditures
Year Of Subst Completion2008YearOfSubstCompletion
Current RefundingfalseCurrentRefunding
Advance RefundingtrueAdvanceRefunding
Final Allocation MadetrueFinalAllocationMade
Adequate Books And Recds MaintaindtrueAdequateBooksAndRecdsMaintaind

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsBond Counsel Routinely EngagedBondCounselRoutinelyEngagedPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
falsefalsefalsefalsetrue0.000120.00012true
falsefalsetruetrue

Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
(no name)
falsefalsefalsefalsefalsetrue
Bank of America LLC
falsetruetruefalsefalsetrue
(no name)
falsefalsefalsefalsefalsetrue

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
FEDERATED FUND ADVISORY COMPANY
J. FISHER, TRUSTEE100000ADVISORY FEEfalse
ADAGE CAPITAL MANAGEMENT
R. ATCHINSON, TRUSTEE199346MANAGEMENT FEEfalse

Form990 Schedule L Part V Form990ScheduleLPartV (2 entries)

IdentifierIdentifierExplanationExplanation
IVJOHN 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 FEDRATED FUND ADVISORY COMPANY. FEES TO FEDERATED FUND ADVISORY COMPANY ARE APPROXIMATELY 100,000 PER YEAR AND ARE BASED UPON AN ARMS LENGTH AGREEMENT.
IVROBERT 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 199,346 DURING THE YEAR ENDED 6/30/2011 AND ARE BASED UPON AN ARMS LENGTH AGREEMENT.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions72NumberOfContributions
Noncash Contribs Rptd F9902191246NoncashContribsRptdF990
Method Of Determining RevenuesAVG PRICE QUOTEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedtrueThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
I32BTHE COLLEGE USES A REGISTERED BROKER TO SELL SECURITIES THAT ARE GIFTED TO THE COLLEGE.
I9COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE TO THE COLLEGE.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (34 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Form 990 Part III1THE 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 III1AS 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 SEEKS 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 RELIGOUS 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 III1OURSELVES AND CHALLENGES US TO SEEK THAT WHICH MIGHT CONSTITUTE OUR COMMON HUMANITY.
Form 990 Part III1THE 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 AND WORK OF THE CONTEMPORARY CHURCH.
Form 990 Part III1SINCE 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 RESPONSIBLITY, PURSUED IN CLASSROOM AND LABORATORY, STUDIO AND THEATER, RESIDENCE AND CHAPEL. SHARED RESPONSIBLITY FOR THE LIFE AND GOVERNANCE OF THE COLLEGE SHOULD LEAD ALL ITS MEMBERS TO MAKE THE BEST OF THEIR OWN TALENTS, TO WORK TOGEHTER, TO BE SENSITIVE TO ONE ANOTHER, TO SERVE OTHERS, AND TO SEEK JUSTICE WITHIN AND BEYOND THE HOLY CROSS COMMUNITY.
Form 990 Part III4ATHE COLLEGE IS A COMMUNITY OF 2,872 FULL TIME AND 65 PART TIME STUDENTS FOR THE ACADEMIC YEAR ENDING IN MAY 2011. 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 2010-2011 THERE WERE 696 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.
Form 990 Part III4AFORMED IN 1843, 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 III4AALL 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 PLUARLISTIC AND COSMOPOLITAN PERSPECTIVE, GIVING STUDENTS THE OPPORTUNITY TO REFLECT ON THE CULTURAL CONNECTIONS OF THE MODERN WORLD AND THE RESPONSIBLITIES OF THE 21ST CENTURY CITIZEN.
Form 990 Part III4ATHE 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 ADDITON 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 III4ATHE 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 III4AGLOBALIZATION ON OUR NATURAL RESOURCES. MODERN LANGUAGES AND LITERATURE PROVIDE STUDENTS A STRONG FOUNDATION, EVEN FLUENCY, IN FOREIGN LANGUAGES, BUT ALSO PROVIDES INSIGHT INTO THE CUTLURE OF THOSE WHO SPEAK THE LANGUAGE, THROUGH LITERATURE, ART AND HISTORY.
Form 990 Part III4ATHE COLLEGES CENTER FOR RELIGION, ETHICS AND CULTURE PROVIDES A PLACE FOR INTERDISCIPLINARY DIALOGUE AND EXPLORATION ABOUT BASIC HUMAN QUESTIONS. ITS PROGRAMS AIM TO INCREASE UNDERSTANDING OF A VARIETY OF RELIGIOUS, ETHICAL AND CULTURAL TRADITIONS, AND TO EXAMINE HOW THEY RELATE TO CATHOLIC TRADITIONS AND CURRENT ISSUES. THE CENTER FOSTERS DIALOGUE THAT RESPECTS DIFFERENCES, PROVIDING A FORUM FOR INTELLECTUAL EXCHANGE THAT IS INTER-RELIGIOUS AS WELL AS INTERSICIPLINARY, INTERCULTURAL AND INTERNATIONAL IN SCOPE. AT THE SAME TIME, IT EXPLORES THE WHOLE WHICH TRANSCENDS DIFFERENCES AND APPEALS TO OUR COMMON HUMANITY. THE CENTER SPONSORS PUBLIC CONFERENCES, LECTURES AND FORUMS ON A WIDE RANGE OF TOPICS. A SAMPLING OF PAST PROGRAMS INCLUDE AGING, ETHICS AND SPIRITUALITY HISTORIC PRESERVATION OF CHURCHES MEDIA, ETHICS AND VALUES NATIVE AMERICAN SPIRITUALITY AND CULTURE
Form 990 Part III4AJEWISH-CHRISTIAN UNDERSTANDING ASIAN VALUES IN TRANSITION ANATOMY OF EVIL AND FORGIVENESS.
Form 990 Part III4ATHE 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 40,000 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. CURLEY
Form 990 Part III4AWAS 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 III4ATHROUGH 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 III4ATHE COLLEGE IS A MEMBER OF THE PATRIOT LEAGUE AND OFFERS A COMPRHENSIVE 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. EIGHTY PERCENT OF HOLY CROSS STUDENTS PARTICIPATE IN SPORTS AT THE VARSITY, 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
Form 990 Part III4APUBLIC. IN ADDITION, HOLY CROSS HOSTS SUMMER SOCCER, FOOTBALL, BASKETBALL, LACROSSE, AND FIELD HOCKEY CAMPS FOR AREA YOUTHS.
Form 990 Part III4ATHE 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 THAT STUDENTS CONSIDER THE CONTEXT, INCLUDING THE SOCIAL AND CIVIC CONTEXTS, OF THE SUBJECTS THEY STUDY. OUR 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 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 III4ASTUDENTS 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 OUR OBLIGATION AS AN EDUCATIONAL INSTITUTION, AND IT SPEAKS DIRECTLY TO THE HEART OF OUR MISSION.
Form 990 Part III4BTHE COLLEGE IS THE RECIPIENT OF VARIOUS GRANTS FROM PRIVATE FOUNDATIONS, CORPORATIONS OR THE US FEDERAL GOVERNMENT. THESE GRANTS FUND BASIC RESEARCH, INSTRUCTION, CURRICULUM DEVELOPMENT, OR INSTRUMENTATION OF COLLEGE LABORATORIES.
Form 990 Part VI11ASENIOR 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, CONCERNS OF THE AUDIT COMMITTEE MEMBERS WILL BE ADDRESSED AND INCORPORATED INTO THE FORM 990 AS APPROPRIATE.
Form 990 Part VI11AAFTER THE AUDIT COMMITTEE REVIEW ALL MEMBERS OF THE BOARD OF TRUSTEES WILL BE INVITED TO REVIEW 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 VI11AAFTER 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. COPIES OF THE FORM 990 ARE MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING.
Form 990 Part VI12CALL OFFICER, TRUSTEES AND KEY EMPLOYEES ASSUME RESPONSIBILITY FOR CONSIDERING POSSIBLE CONFLICTS OF INTEREST THAT ARISE DURING SERVICE WITH THE COLLEGE. TO HELP OFFICER, 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, THE OFFICER, TRUSTEES AND KEY EMPLOYEES MUST ALSO DISCLOSE ANY CONFLICT OF INTEREST AS SOON AS THEY BECOME AWARE OF THE CONFLICT.
Form 990 Part VI12CTHE 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 THE PROPOSAL IS FEASIBLE, THE TERMS ARE FAVORABLE TO THE COLLEGE, AND THAT THEY HAVE CONSIDERED ANY POTENTIAL PITFALLS 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 VI12CTHE 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 EXECUTIVE COMMITTEE. 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 VI15BTHE 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 INSTRUCTIONS 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. THE COMMITTEE IS COMPOSED OF FIVE TO SIX MEMBERS AND INCLUDES THE PRESIDENT WHO IS EX-OFFICIO CHAIR AND MEMBER OF THE COMMITTEE. THE PRESIDENT DOES NOT PARTICIPATE IN THE COMMITTEE DISCUSSION OR VOTE REGARDING THE EXECUTIVES COMPENSATION.
Form 990 Part VI15BTHE 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 HAY NEW ENGLAND MARKET SURVEY INDEPENDENT COMPENSATION SURVEYS BY NATIONALLY RECOGNIZED INDEPENDENT FIRMS PERIODICALLY USE INDEPENDENT COMPENSATION CONSULTANTS TO REVIEW EXECUTIVE COMPENSATION.
Form 990 Part VI15BTHE 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 VI19THE 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 INTERNET.
Form 990 Part XI5OTHER CHANGES IN NET ASSETS OR FUND BALANCES INCLUDE UNREALIZED GAINS 64,133,984, A GAIN ON INTEREST RATE SWAP AGREEMENTS OF 1,515,900, PENSION ADJUSTMENTS RELATING TO FINANCIAL STANDARDS NUMBER 158 WHICH IS A GAIN OF 4,433,008, AND ROUNDING OF 3. TOTAL OTHER CHANGES IN NET ASSETS OR FUND BALANCES EQUAL 70,082,895.
Form 990 Part VI16AON MAY 13, 2011, THE COLLEGE ENTERED INTO A JOINT VENTURE, COLLABORATIVE EDUCATIONAL VENTURES OF NEW ENGLAND, LLC, CEVONE. CEVONE IS A COLLABORATIVE FORMED TO EXPLORE, DEVELOP AND PROVIDE SPECIAL PURPOSE INITIATIVES WHICH MAY BE OF PARTICULAR INTEREST TO ITS PARTICIPATING MEMBER SCHOOLS, COLLEGES, AND UNIVERSITIES.
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 SEEKS 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 RELIGOUS 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 AND 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 RESPONSIBLITY, PURSUED IN CLASSROOM AND LABORATORY, STUDIO AND THEATER, RESIDENCE AND CHAPEL. SHARED RESPONSIBLITY FOR THE LIFE AND GOVERNANCE OF THE COLLEGE SHOULD LEAD ALL ITS MEMBERS TO MAKE THE BEST OF THEIR OWN TALENTS, TO WORK TOGEHTER, 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 IS A COMMUNITY OF 2,872 FULL TIME AND 65 PART TIME STUDENTS FOR THE ACADEMIC YEAR ENDING IN MAY 2011. 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 2010-2011 THERE WERE 696 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. Form 990 Part III Line 4A FORMED IN 1843, 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 PLUARLISTIC AND COSMOPOLITAN PERSPECTIVE, GIVING STUDENTS THE OPPORTUNITY TO REFLECT ON THE CULTURAL CONNECTIONS OF THE MODERN WORLD AND THE RESPONSIBLITIES 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 ADDITON 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 CUTLURE OF THOSE WHO SPEAK THE LANGUAGE, THROUGH LITERATURE, ART AND HISTORY. Form 990 Part III Line 4A THE COLLEGES CENTER FOR RELIGION, ETHICS AND CULTURE PROVIDES A PLACE FOR INTERDISCIPLINARY DIALOGUE AND EXPLORATION ABOUT BASIC HUMAN QUESTIONS. ITS PROGRAMS AIM TO INCREASE UNDERSTANDING OF A VARIETY OF RELIGIOUS, ETHICAL AND CULTURAL TRADITIONS, AND TO EXAMINE HOW THEY RELATE TO CATHOLIC TRADITIONS AND CURRENT ISSUES. THE CENTER FOSTERS DIALOGUE THAT RESPECTS DIFFERENCES, PROVIDING A FORUM FOR INTELLECTUAL EXCHANGE THAT IS INTER-RELIGIOUS AS WELL AS INTERSICIPLINARY, INTERCULTURAL AND INTERNATIONAL IN SCOPE. AT THE SAME TIME, IT EXPLORES THE WHOLE WHICH TRANSCENDS DIFFERENCES AND APPEALS TO OUR COMMON HUMANITY. THE CENTER SPONSORS PUBLIC CONFERENCES, LECTURES AND FORUMS ON A WIDE RANGE OF TOPICS. A SAMPLING OF PAST PROGRAMS INCLUDE AGING, ETHICS AND SPIRITUALITY HISTORIC PRESERVATION OF CHURCHES MEDIA, ETHICS AND VALUES NATIVE AMERICAN SPIRITUALITY AND CULTURE Form 990 Part III Line 4A JEWISH-CHRISTIAN UNDERSTANDING ASIAN VALUES IN TRANSITION ANATOMY OF EVIL AND FORGIVENESS. 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 40,000 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. CURLEY Form 990 Part III Line 4A 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

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodePrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateTotal IncomeTotalIncomeEOY AssetsEOYAssetsDirect Controlling Entity NADirectControllingEntityNA
General Alumni Assoc
1 College StreetWorcesterMA01610SupportMA1463206217N/A
Holy Cross Club of Boston
1 College StreetWorcesterMA01610SupportMA14232N/A

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1Alchemy Plan LPBusinessNameLine1

Address Foreign AddressForeign

FieldValueIRS element (for citing)
Address Line1Trafalgar Court Les BanquesAddressLine1
CitySt Peter PortCity
CountryGKCountry
Postal CodeGY13QLPostalCode
FieldValueIRS element (for citing)
EIN980376083EIN
Primary ActivityInvestingPrimaryActivity
Legal Domicile Foreign CountryGKLegalDomicileForeignCountry

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1
FieldValueIRS element (for citing)
Predominant Income TypeInvestmentPredominantIncomeType
Share Of Total Income2129053ShareOfTotalIncome
Share Of EOY Assets14632736ShareOfEOYAssets
Disproportionate AllocationstrueDisproportionateAllocations
General Or Managing PartnerfalseGeneralOrManagingPartner
Percentage Ownership0.99500PercentageOwnership

Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAType Of EntityTypeOfEntityShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnership
A C CHARITABLE REMAINDER TRUST
1 College StreetWorcesterMA01610046418543Charitable Rm TrustMAN/ATrust1126970.67000
J F CHARITABLE REMAINDER TRUST
1 College StreetWorcesterMA01610436895350Charitable Rm TrustMAN/ATrust3329490.52000
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgtrueOtherTransferToOtherOrg
Other Transfer From Other OrgtrueOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
Alchemy Plan LP
q113138FMV
Alchemy Plan LP
r1635096FMV