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TRUSTEES OF DARTMOUTH COLLEGE: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
TRUSTEES OF DARTMOUTH COLLEGE (EIN 02-0222111)
Tax period
2010-07-01 to 2011-06-30
Filed
2012-05-15
IRS object ID
201231369349304763
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)
Timestamp2012-05-15T12:42:35-05:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN020222111EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Trustees of Dartmouth CollegeBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlTRUSNameControl
Phone6036463011Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 Lebanon Street Suite 302 No 6015AddressLine1
CityHanoverCity
StateNHState
ZIP Code03755ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameGail GoodnessName
TitleControllerTitle
Phone6036463011Phone
Date Signed2012-05-15DateSigned
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Name Of Principal Officer PersonJim Yong KimNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line17 Lebanon Street Suite 302 No 6015AddressLine1
CityHanoverCity
StateNHState
ZIP Code03755ZIPCode
FieldValueIRS element (for citing)
Gross Receipts8049017600GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitewww.dartmouth.eduWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1769YearFormation
State Legal DomicileNHStateLegalDomicile
Activity Or Mission DescriptionDartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge.ActivityOrMissionDescription
Nbr Voting Members Governing Body25NbrVotingMembersGoverningBody
Nbr Independent Voting Members21NbrIndependentVotingMembers
Total Nbr Employees10144TotalNbrEmployees
Total Nbr Volunteers15000TotalNbrVolunteers
Total Gross UBI3455201TotalGrossUBI
Net Unrelated Business Txbl Income-4774992NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year307802477ContributionsGrantsPriorYear
Contributions Grants Current Year316726888ContributionsGrantsCurrentYear
Program Service Revenue Prior Year401488707ProgramServiceRevenuePriorYear
Program Service Revenue CY427007655ProgramServiceRevenueCY
Investment Income Prior Year141742180InvestmentIncomePriorYear
Investment Income Current Year198165265InvestmentIncomeCurrentYear
Other Revenue Prior Year13522475OtherRevenuePriorYear
Other Revenue Current Year17307400OtherRevenueCurrentYear
Total Revenue Prior Year864555839TotalRevenuePriorYear
Total Revenue Current Year959207208TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year119861607GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY126384248GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year435615604SalariesEtcPriorYear
Salaries Etc Current Year439093629SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year31773517TotalFundrsngExpCurrentYear
Other Expense Prior Year314849107OtherExpensePriorYear
Other Expenses Current Year329483116OtherExpensesCurrentYear
Total Expenses Prior Year870326318TotalExpensesPriorYear
Total Expenses Current Year894960993TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-5770479RevenuesLessExpensesPriorYear
Revenues Less Expenses CY64246215RevenuesLessExpensesCY
Total Assets BOY5130554144TotalAssetsBOY
Total Assets EOY5828845616TotalAssetsEOY
Total Liabilities BOY1624293861TotalLiabilitiesBOY
Total Liabilities EOY1765644068TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY3506260283NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY4063201548NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionDartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense453826175Expense
Grants117869924Grants
Revenue331762530Revenue
Description4a. Education and Academic Support: Uniting opportunities for practice and theory in every discipline, academics at Dartmouth are innovative, interdisciplinary, international, individualized, and structured to foster the most important features of a world-class education. Each student's experience is distinguished by breadth, depth, and personal connections with top faculty. The institution comprises the Faculty of the Arts & Sciences and three professional schools: the Thayer School of Engineering, the Tuck School of Business, and Dartmouth Medical School. Dartmouth's 1,004-person faculty teaches and guides almost 6,100 undergraduate and graduate students. Dartmouth's library system directly supports the research and teaching mission of Dartmouth College, as well as the life-long learning needs of the Dartmouth community, by providing access to more than 72,000 digital resources such as indexes, databases and journals, 20,000 print and digital journal titles, 2.4 million books, over 368,000 ebooks, 24,000 films and videos, 192,000 maps, 38,000 sound recordings and 450,000 photographs. State-of-the-art computing resources are available to faculty and students to foster innovation and excellence in research and in the curriculum.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense186225354Expense
Grants7777661Grants
Revenue12248120Revenue
Description4b. Research & Research Support: At Dartmouth, teaching and research are inextricably linked. Dartmouth offers undergraduate students a rigorous curriculum at the forefront of higher education and Dartmouth faculty pursue research at the highest levels of their disciplines. More than 1,000 undergraduate students conduct independent study through one-on-one supervision with a faculty member or work as a member of a research group in state-of-the-art facilities. Dartmouth is home to world-class scholars in the Faculty of Arts & Sciences, the Thayer School of Engineering, the Tuck School of Business, and the Dartmouth Medical School-which has strong ties to the Dartmouth-Hitchcock Clinic and the Mary Hitchcock Memorial Hospital. In addition, Dartmouth has more than 70 centers, institutes, research groups, and laboratories in areas ranging from medicine to social policy, from engineering to business. Many of these are interdisciplinary and join faculty and students from across the College to work on complex issues. During fiscal 2011, faculty and others engaged in sponsored activity received $202.7 million in awards from external funding agencies.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense136049149Expense
Grants736663Grants
Revenue82997005Revenue
Description4c. Campus Life: Fundamental to the College's mission of intellectual excellence is the belief that education is formative, both in and outside of the classroom. Dartmouth College has a rich and long tradition in liberal arts learning which recognizes that education is a continuum that extends beyond the four walls of the classroom. More than 90% of Dartmouth undergraduates live on campus and Dartmouth's diverse dining facilities are the hub of many social activities. Athletics at Dartmouth compliment the overall academic and intellectual growth of Dartmouth students, with more than 80% of undergraduates participating in at least one of the 34 intercollegiate, 35 intramural and 21 club sports offered at the College. In addition, facilities such as the Hanover Country Club, Dartmouth Skiway, and Morton Farm provide an opportunity for recreation and learning beyond the classroom. There are also over 350 student groups which allow students to explore interests in the diverse areas, including community service, the environment, music, dance, politics and journalism.Description
FieldValueIRS element (for citing)
Total Program Service Expense776100678TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds1DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art1CollectionsOfArt
Credit Counseling1CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School1School
Foreign Office1ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals1MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds1TaxExemptBonds
Invest Tax Exempt Bonds0InvestTaxExemptBonds
Escrow Account0EscrowAccount
On Behalf Of Issuer0OnBehalfOfIssuer
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member1BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art1DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Info In Schedule O Part VXInfoInScheduleOPartV
Number Forms Transmitted With10961960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees10144NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account1ForeignFinancialAccount
Name Of Foreign CountryGMNameOfForeignCountry
Name Of Foreign CountrySPNameOfForeignCountry
Name Of Foreign CountryFRNameOfForeignCountry
Name Of Foreign CountryITNameOfForeignCountry
Name Of Foreign CountryUKNameOfForeignCountry
Name Of Foreign CountrySFNameOfForeignCountry
Name Of Foreign CountryEINameOfForeignCountry
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Form1098 C Filed0Form1098CFiled
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members25NbrVotingGoverningBodyMembers
Number Independent Voting Members21NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledNHStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonController's OfficeNamePerson
Telephone Number6036463011TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line17 Lebanon Street Suite 302AddressLine1
CityHanoverCity
StateNHState
ZIP Code03755ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (45 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
Leon Black
Trustee3.00X000
Gail Boudreaux
Trustee0.10X000
R William Burgess Jr
Trustee0.10X000
James Coulter
Trustee0.10X000
John Donahoe
Trustee3.00X000
Denise Dupre
Trustee3.00X000
Gregg Engles
Trustee0.10X000
R Bradford Evans
Trustee3.00X000
Marye Ann Fox
Trustee0.10X000
Annette Gordon-Reed
Trustee3.00X000
Charles Haldeman Jr
Trustee3.00X000
William Helman IV
Trustee5.00X000
Jeffrey Immelt
Trustee3.00X000
Morton Kondracke
Trustee3.00X000
John Lynch
Trustee0.10X000
Stephen Mandel Jr
Trustee5.00X000
Albert Mulley
Trustee0.10X000
Sherri Oberg
Trustee3.00X000
Trevor Rees-Jones
Trustee3.00X000
John Replogle
Trustee3.00X000
John Rich
Trustee3.00X000
Peter Robinson
Trustee3.00X000
Thurman Rodgers
Trustee3.00X000
Steven Roth
Trustee3.00X000
Stephen Smith
Trustee3.00X000
Peggy Epstein Tanner
Trustee3.00X000
Diana Taylor
Trustee3.00X000
Jim Yong Kim
President40.00X8978690187016X
Steven Kadish
Executive Vice President & CFO40.00352357033638X
Carol Folt
Provost40.00468647092803X
William Green
Dean, Dartmouth Medical School40.00363699025870X
Carolyn Pelzel
Senior VP for Advancement40.00455070039640X
Robert Donin
General Counsel40.00320359042352X
Michael Mastanduno
Dean of Faculty40.00317098026191X
Linda Snyder
VP Campus Planning & Facilities40.00244240030650X
Michael Wagner
Vice President for Finance40.00193649045352X
Paul Danos
Dean, Tuck School of Business40.00556603043277X
Sydney Finkelstein
Professor of Management40.00516210049838X
Richard Freeman Jr
Chair, Department of Surgery40.00728640046251X
Mark Israel
Director, Norris Cotton Cancer Ctr.40.00538832027568X
Matthew Slaughter
Professor of Business Administration40.00542007046050X
James Wright
Former President40.00611032041402X
Adam Keller
Former Executive Vice President40.00443092044059X
Barry Scherr
Former Provost40.00335171043256X
Thomas Crady
Former Dean of the College171687032561X
FieldValueIRS element (for citing)
Total Reportable Comp From Org8056262TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation897774TotalOtherCompensation
Number Individuals GT100 K734NumberIndividualsGT100K
Formers Listed1FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
Bond Brothers Inc
145 Spring StreetEverettMA02149Construction and general contractor37379670
Mary Hitchcock Memorial Hospital
One Medical Center DriveLebanonNH03756Medical Research13458223
Engelberth Construction Inc
428 Main StreetKeeneNH03431Construction and general contractor13144974
William A Berry & Son Inc
99 Confier Hill DriveDanversMA01923Construction and general contractor8024396
Dartmouth Hitchcock Clinic
One Medical Center DriveLebanonNH03756Medical Research6153927
FieldValueIRS element (for citing)
Number Of Contractors GT100 K107NumberOfContractorsGT100K
Membership Dues369875MembershipDues
Fundraising Events125859FundraisingEvents
Government Grants150460297GovernmentGrants
All Other Contributions165770857AllOtherContributions
Noncash Contributions22383686NoncashContributions
Total Contributions316726888TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
Tuition and Fees611600276448180276448180
Auxiliary Service61171058545649555318423013807
Medical Related6116005406492454064924
All other6116002214736821776788370580
Other Education Relate611600158015341577232429210
FieldValueIRS element (for citing)
Total Program Service Revenue427007655TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column47843932TotalRevenueColumn
Exclusion$47,843,932ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column29517TotalRevenueColumn
Exclusion$29,517ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column6443478TotalRevenueColumn
Exclusion$6,443,478ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real14662859Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real10179021Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real4483838Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column4483838TotalRevenueColumn
Unrelated Business Revenue41604UnrelatedBusinessRevenue
Exclusion$4,442,234ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities7223243399Securities
Other6589595Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities7079507012Securities
Other34166Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities143736387Securities
Other6555429Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column150291816TotalRevenueColumn
Exclusion$150,291,816ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events318163GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events125859CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses90193FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column227970TotalRevenueColumn
Exclusion$227,970ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmount
Split interest distrib5259205588752$5,588,752
Other revenue900099563362$563,362
FieldValueIRS element (for citing)
Total Other Revenue6152114TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column959207208TotalRevenueColumn
Related Or Exempt Function Income423594058RelatedOrExemptFunctionIncome
Unrelated Business Revenue3455201UnrelatedBusinessRevenue
Exclusion$215,431,061ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total41000Total
Program Services41000ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total122720334Total
Program Services122720334ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total3622914Total
Program Services3622914ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total4120308Total
Program Services791383ProgramServices
Management And General2873071ManagementAndGeneral
Fundraising455854Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total1808618Total
Program Services1063596ProgramServices
Management And General745022ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total360778849Total
Program Services306702133ProgramServices
Management And General35904008ManagementAndGeneral
Fundraising18172708Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total27529397Total
Program Services22745351ProgramServices
Management And General3359627ManagementAndGeneral
Fundraising1424419Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total23954408Total
Program Services19696395ProgramServices
Management And General3006716ManagementAndGeneral
Fundraising1251297Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total20902049Total
Program Services17161905ProgramServices
Management And General2649932ManagementAndGeneral
Fundraising1090212Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total336262Total
Program Services336262ProgramServices

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total793112Total
Program Services305919ProgramServices
Management And General485217ManagementAndGeneral
Fundraising1976Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total496226Total
Program Services13706ProgramServices
Management And General482520ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total87856Total
Management And General87856ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total5386055Total
Management And General5386055ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total83844669Total
Program Services74059214ProgramServices
Management And General5179195ManagementAndGeneral
Fundraising4606260Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total1345732Total
Program Services1221716ProgramServices
Management And General58333ManagementAndGeneral
Fundraising65683Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total23581046Total
Program Services20038395ProgramServices
Management And General1360366ManagementAndGeneral
Fundraising2182285Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total9234050Total
Program Services4200520ProgramServices
Management And General4812177ManagementAndGeneral
Fundraising221353Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total454430Total
Program Services452492ProgramServices
Management And General1863ManagementAndGeneral
Fundraising75Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total43658248Total
Program Services40238766ProgramServices
Management And General3236327ManagementAndGeneral
Fundraising183155Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total21152763Total
Program Services18752357ProgramServices
Management And General961138ManagementAndGeneral
Fundraising1439268Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total1676587Total
Program Services1538535ProgramServices
Management And General94578ManagementAndGeneral
Fundraising43474Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total34672760Total
Program Services27200312ProgramServices
Management And General7450329ManagementAndGeneral
Fundraising22119Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total45315440Total
Program Services42390933ProgramServices
Management And General2864078ManagementAndGeneral
Fundraising60429Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total1824229Total
Program Services1063581ProgramServices
Management And General743081ManagementAndGeneral
Fundraising17567Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Purchase for resale180391491799369145458
Book & media10733591106219825687354736
Non Cap Equipment6170252573359541133425323
Other equip rental and41453633619000410585115778

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total16535296Total
Program Services11774691ProgramServices
Management And General4421059ManagementAndGeneral
Fundraising339546Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total894960993Total
Program Services776100678ProgramServices
Management And General87086798ManagementAndGeneral
Fundraising31773517Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY15969668BOY
EOY13996187EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY367065127BOY
EOY325954784EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY238276488BOY
EOY196557324EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY49430636BOY
EOY189823406EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY45339720BOY
EOY49313605EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY3135911BOY
EOY3247346EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY8856977BOY
EOY9090440EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1419352845LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec555726388LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY781182652BOY
EOY863626457EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY680994541BOY
EOY825220553EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY2926935128BOY
EOY3338016426EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY2709269BOY
EOY3497678EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY10658027BOY
EOY10501410EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY5130554144BOY
EOY5828845616EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY152255362BOY
EOY355283727EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY30594009BOY
EOY33442218EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY575955000BOY
EOY572515000EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY45923882BOY
EOY47640568EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY41944529BOY
EOY48011260EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY287636770BOY
EOY287000000EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY489984309BOY
EOY421751295EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1624293861BOY
EOY1765644068EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY863744571BOY
EOY1109343687EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1729036229BOY
EOY1980299255EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY913479483BOY
EOY973558606EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY3506260283BOY
EOY4063201548EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY5130554144BOY
EOY5828845616EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses64246215ReconcilationRevenueExpenses
Reconcilation Other Changes492695050ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

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

FieldValueIRS element (for citing)
Political Expenditures0PoliticalExpenditures
Volunteer Hours0VolunteerHours
Amt Of4955 Tax0AmtOf4955Tax
Amt Of4955 Tax On Managers0AmtOf4955TaxOnManagers
Volunteers0Volunteers
Paid Staff Or Management1PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members1MailingsMembers
Mailings Members$10MailingsMembersAmount
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations1GrantsOtherOrganizations
Direct Contact Legislators1DirectContactLegislators
Direct Contact Legislators$91,904DirectContactLegislatorsAmount
Rallies Demonstrations0RalliesDemonstrations
Other Activities1OtherActivities
Total Lobbying Expenditures IIB91914TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierExplanation of Other Lobbying Activities:Identifier
Return ReferencePart II-B, Line 1i:ReturnReference
ExplanationMeetings were held with US Senators, Congressional Representatives, and White House staff to discuss matters including research programs and health reform. There was written correspondence in support of Global AIDS coordination. Meetings were held with members of the State of New Hampshire Legislature for matters including the New Hampshire Hospital contract. Letters were written to New Hampshire and Vermont representatives in support of funding for state airports.Explanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number DA Fs Held8NumberDAFsHeld
Donor Advised Contributions1062320DonorAdvisedContributions
Grants Paid From Donor Funds739439GrantsPaidFromDonorFunds
Aggregate DAF Value3609652AggregateDAFValue
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes1DisclosedForCharitablePurposes
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Collect Used For Loan Or Exch PrgrmsXCollectUsedForLoanOrExchPrgrms
Solicited Assets For Sale1SolicitedAssetsForSale
Agent Trustee Etc0AgentTrusteeEtc
Included On FS1IncludedOnFS

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance2998302307BeginningOfYearBalance
Contributions52718726Contributions
Investment Earnings Or Losses541549240InvestmentEarningsOrLosses
Grants Or Scholarships-39486695GrantsOrScholarships
Other Expenditures-139676806OtherExpenditures
End Of Year Balance3413406772EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance2824894018BeginningOfYearBalance
Contributions82027937Contributions
Investment Earnings Or Losses298314278InvestmentEarningsOrLosses
Grants Or Scholarships-47197989GrantsOrScholarships
Other Expenditures-159735937OtherExpenditures
End Of Year Balance2998302307EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance3660159037BeginningOfYearBalance
Contributions90714805Contributions
Investment Earnings Or Losses-691492222InvestmentEarningsOrLosses
Grants Or Scholarships-53107545GrantsOrScholarships
Other Expenditures-181380057OtherExpenditures
End Of Year Balance2824894018EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.26290BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.26260PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.47450TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis19090475OtherCostOrOtherBasis
Book Value19090475BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis870188612OtherCostOrOtherBasis
Depreciation341785221Depreciation
Book Value528403392BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis235641003OtherCostOrOtherBasis
Depreciation151483623Depreciation
Book Value84157380BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis294432755OtherCostOrOtherBasis
Depreciation62457544Depreciation
Book Value231975210BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings863626457TotalOfBookValueLandBuildings

Other Securities OtherSecurities (7 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
Private Equity/Venture Capital Limited Partnership952913586F
Private Equity/Venture Real Estate & Real Asset Limited Partnership762298917F
Private Equity/Venture Other Investments2597977F
Cash & Cash Equlivalents and Commingled15000170F
Fixed Income Securities and Commingled Funds39060102F
Fixed Income Securities and Commingled Global Equity Commingled Funds733908126F
Marketable Alternative Strategies Commingled Funds832237548F
FieldValueIRS element (for citing)
Total Of Book Value Securities3338016426TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescriptionAmountAmount
Mark to market liability$89,403,013
Employee Benefit Liabilities$267,822,720
Conditional asset retirement obligation$22,628,813
Government advance, student loans$20,024,111
Other$21,872,638
FieldValueIRS element (for citing)
Total Of Amounts421751295TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
ExplanationPart III, Line 1a Dartmouth's collections include works of art, literary works, historical treasures, and artifacts that are maintained in its museum and libraries. These collections are protected and preserved for public exhibition, education, research, and the furtherance of public service. Each of the items is cataloged, preserved, and cared for, and activities verifying their existence and assessing their condition are performed continuously. The collections are subject to a policy that requires proceeds from their sale to be used to acquire other items for collections. The collections, which were acquired through purchases and contributions since Dartmouth's inception, are not recognized as assets in the Statement of Financial Position. Purchases of collection items are recorded as decreases in unrestricted net assets in the year in which the items are acquired or in temporarily restricted net assets if the assets used to purchase the items are restricted by donors. Contributed collection items are not recorded in the financial statements. Part III, Line 4 Collections at Dartmouth College exist in two primary areas: the Hood Museum of Art (the Hood) and the Dartmouth College library system. The Hood Museum of Art at Dartmouth College is one of the oldest and largest college museums in the country. The collections of the Hood, which number some 65,000 objects, are rich, diverse, and available for the use by both Dartmouth and the broader community. Access to works of art is provided through permanent collection displays, the online collections database, special exhibitions, the website, scholarly publications, and programs and events. These exhibits and programs are an exciting learning resource for students and the academic community. The Hood offers a vital curricular resource, a source for lectures, gallery talks, symposia, and receptions for the public, and an on-line database of thousands of works. The Dartmouth College Library fosters intellectual growth and advances the mission of Dartmouth College and affiliated communities by supporting excellence and innovation in education and research, managing and delivering information, and partnering to develop and disseminate new scholarship. The Rauner Special Collections Library houses Dartmouth's Archives, the Rare Books Collections, and the Manuscripts Collection. Dartmouth's Archives documents the history of the College through the historical records of the institution and the three professional schools, as well as the history of the surrounding area through selected collections related to local businesses and organizations. Totaling more than 100,000 volumes, Dartmouth's rare book collections constitute a resource of major importance to the institution and the scholarly world at large. The manuscript collections contain over six and a half million unique and original items. Dartmouth students, faculty, staff and outside researchers are all welcome to make use of Rauner Library's extensive holdings of rare books, manuscripts, and archival documents for their research. Part IV, Line 2 Certain donors have established irrevocable split-interest agreements with Dartmouth, primarily charitable gift annuities, pooled life income funds, and irrevocable charitable remainder trusts, whereby the donated assets are invested and a liability is recognized for distributions to be made in accordance with the agreements. In addition, Dartmouth maintains the Dartmouth Donor Advised Fund (DDAF) to enable philanthropic individuals and families to streamline the management of their charitable gifts. Through the DDAF, Dartmouth receives, invests and administers gifts to Dartmouth and other charitable organizations on the donors' behalf.Explanation

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy Stmt1NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc1PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media1PolicyPublViaBroadcastMedia
Maint Racial Composition Records1MaintRacialCompositionRecords
Maint Scholarships Records1MaintScholarshipsRecords
Maint Copies Of Brochures Etc1MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations1MaintCopiesOfAllSolicitations
Discriminate Race Students Rights0DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies0DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty0DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships0DiscriminateRaceScholarships
Discriminate Race Educ Policies0DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog0DiscriminateRaceAthleticProg
Discriminate Race Other Acty0DiscriminateRaceOtherActy
Government Financial Aid Received1GovernmentFinancialAidReceived
Government Financial Aid Revoked0GovernmentFinancialAidRevoked
Compliance With Rev Proc75501ComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Explanation of Nondiscriminatory Policy PublicationSchedule E, Part I, Line 3The College's racially nondiscriminatory policy is widely publicized through a variety of print and electronic media. The notification language set forth in Section 403 Rev of Rev. Proc. 75-50 is included in the College's brochures and other publications which are available to the general public.
Explanation of Government Financial AssistanceSchedule E, Part I, Line 6Dartmouth College received federal and state funding in support of its instructional and research programs.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained1GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (33 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedTotal ExpendituresTotalExpendituresSpecific Services ProvidedSpecificServicesProvided
Central America and the Caribbean00Investment735157860
Central America and the Caribbean00Program Services16865Research
Central America and the Caribbean00Program Services63285Education and educational consulting
Central America and the Caribbean00Program Services213433Study-abroad programs
Central America and the Caribbean00Program Services97987Volunteer Services
East Asia and the Pacific00Program Services15191Research
East Asia and the Pacific00Program Services283743Education and educational consulting
East Asia and the Pacific00Program Services667525Study-abroad programs
Europe00Investment34465833
Europe00Program Services305270Research
Europe00Program Services1098779Education and educational consulting
Europe00Program Services3571722Study-abroad programs
Europe00Program Services46453Volunteer Services
Europe01Fundraising11047
Middle East and North Africa00Program Services22350Research
Middle East and North Africa00Program Services37727Education and educational consulting
Middle East and North Africa00Program Services165275Study-abroad programs
North America00Investment48817130
North America00Program Services73968Research
North America00Program Services163648Education and educational consulting
North America00Program Services160672Study-abroad programs
Russia and the Newly Independent States00Program Services14597Education and educational consulting
Russia and the Newly Independent States00Program Services71344Study-abroad programs
South America00Program Services58518Research
South America00Program Services75070Education and educational consulting
South America00Program Services277053Study-abroad programs
South Asia00Program Services11495Research
South Asia00Program Services170064Education and educational consulting
South Asia00Program Services142629Study-abroad programs
Sub-Saharan Africa00Investment4410708
Sub-Saharan Africa00Program Services313295Research
Sub-Saharan Africa00Program Services165452Education and educational consulting
Sub-Saharan Africa00Program Services198294Study-abroad programs
FieldValueIRS element (for citing)
Subtotal Number Of Offices0SubtotalNumberOfOffices
Subtotal Number Of Employees0SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees1ContNumberOfEmployees
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees1TotalNumberOfEmployees
Subtotal Amount Spent736515889SubtotalAmountSpent
Cont Amount Spent94848393ContAmountSpent
Total Amount Spent831364282TotalAmountSpent

Grants To Ind Outside US GrantsToIndOutsideUS (9 entries)

Type Of AssistanceTypeOfAssistanceRegionRegionNumber Of RecipientsNumberOfRecipientsAmount Of Non Cash AssistanceAmountOfNonCashAssistanceDescription Of Non Cash AssistanceDescriptionOfNonCashAssistanceMethod Of ValuationMethodOfValuation
Scholarships/Tuition RemissionCentral America and the Caribbean10130062Student scholarshipsFMV
Scholarships/Tuition RemissionEast Asia and the Pacific44577537Student scholarshipsFMV
Scholarships/Tuition RemissionEurope1642159507Student scholarshipsFMV
Scholarships/Tuition RemissionMiddle East and North Africa10135974Student scholarshipsFMV
Scholarships/Tuition RemissionNorth America11141886Student scholarshipsFMV
Scholarships/Tuition RemissionRussia and Newly Independent States447295Student scholarshipsFMV
Scholarships/Tuition RemissionSouth America16206817Student scholarshipsFMV
Scholarships/Tuition RemissionSouth Asia9123233Student scholarshipsFMV
Scholarships/Tuition RemissionSub-Saharan Africa9100504Student scholarshipsFMV
FieldValueIRS element (for citing)
Transfer To Foreign Corp1TransferToForeignCorp
Interest In Foreign Trust1InterestInForeignTrust
Own Foreign Corp1OwnForeignCorp
Passive Foreign Invest Co1PassiveForeignInvestCo
Foreign Partnership1ForeignPartnership
Boycott Countries1BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierOther InformationIdentifier
Return ReferenceSchedule F, Part VReturnReference
ExplanationPart I, Line 2. Grants distributed by Dartmouth consist of scholarships and fellowships given to Dartmouth students to pursue study or research outside the United States. Scholarship applications are reviewed by a financial aid officer. Financial aid officers are expected to recuse themselves from any case in which they either have a personal interest or feel they cannot be impartial. A random sampling of cases read by each undergraduate financial aid officer is reviewed by the Associate and Senior Associate Directors to ensure compliance with federal regulations, adherence to Dartmouth policies, consistency in results and accuracy. Banner Student Information System after the student has enrolled for the term. Scholarship funds are granted in support of a student ceasess to be enrolled. Fellowships are granted in support of a student's educational or research endeavors. All educational and research work is monitored by Dartmouth Faculty.Explanation

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1Golf TournamentNameOfEvent1
Gross Receipts Event1141390GrossReceiptsEvent1
Charitable Contributions Event171014CharitableContributionsEvent1
Gross Revenue Event170376GrossRevenueEvent1
Non Cash Prizes Event1541NonCashPrizesEvent1
Rent Facility Costs Event16946RentFacilityCostsEvent1
Food And Beverage Event111676FoodAndBeverageEvent1
Other Direct Expenses Event117236OtherDirectExpensesEvent1
Name Of Event2Tuck AuctionNameOfEvent2
Gross Receipts Event270565GrossReceiptsEvent2
Charitable Contributions Event241870CharitableContributionsEvent2
Gross Revenue Event228695GrossRevenueEvent2
Rent Facility Costs Event2999RentFacilityCostsEvent2
Food And Beverage Event21557FoodAndBeverageEvent2
Entertainment Event21425EntertainmentEvent2
Other Direct Expenses Event24322OtherDirectExpensesEvent2
Total Number Of Other Events3TotalNumberOfOtherEvents
Gross Receipts Other Events232067GrossReceiptsOtherEvents
Charitable Contrib Other Events12975CharitableContribOtherEvents
Gross Revenue Other Events219092GrossRevenueOtherEvents
Non Cash Prizes Other Events218NonCashPrizesOtherEvents
Food And Beverage Other Events21284FoodAndBeverageOtherEvents
Entertainment Other Events2729EntertainmentOtherEvents
Other Direct Expenses Other Events21260OtherDirectExpensesOtherEvents
Gross Receipts Total444022GrossReceiptsTotal
Charitable Contributions Total125859CharitableContributionsTotal
Gross Revenue Total Events318163GrossRevenueTotalEvents
Non Cash Prizes Total Events759NonCashPrizesTotalEvents
Rent Facility Costs Total Events7945RentFacilityCostsTotalEvents
Food And Beverage Total Events34517FoodAndBeverageTotalEvents
Entertainment Total Events4154EntertainmentTotalEvents
Other Direct Expenses Total Events42818OtherDirectExpensesTotalEvents
Direct Expense Summary Events90193DirectExpenseSummaryEvents
Net Income Summary227970NetIncomeSummary

Form990 Schedule G Part IV Form990ScheduleGPartIV

FieldValueIRS element (for citing)
ExplanationPart II, (c) other events - included in gross receipts is income received for an event held in FY10. Dartmouth's fiscal 2010 Form 990 reported all expenses for this event but only the portion of the revenue received during the fiscal year. Additional revenue totaling $105,214 was received during fiscal 2011 and is included on Line 1, column c.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1Museum of Fine Arts BostonBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1465 Huntington AvenueAddressLine1
CityBostonCity
StateMAState
ZIP Code021155523ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient042103607EINOfRecipient
IRC Section501(c)3IRCSection
Amount Of Cash Grant7500AmountOfCashGrant
Purpose Of GrantDistribution from Dartmouth Donor Advised FundsPurposeOfGrant
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants1TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistance
Scholarships/Tuition Remission363451031116320383FMVStudent Scholarships/tuition remission and employee tuition reimbursement
Fellowships985971740623068FMVStudent Fellowships/Employment
Internships462886781FMVStudent Paid Internships
Health Insurance Subsidy62984581247769FMVSubsidize health insurance cost for graduate students
Prizes and Awards46234295896154FMVAchievement recognition awards to individual students

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierOther Information:Identifier
Return ReferencePart IV:ReturnReference
ExplanationPart I, Line 2: Grants distributed by the College consist primarily of scholarships, fellowships and related support given to Dartmouth students. Scholarships are awarded based on the financial need of the student. Scholarship applications are reviewed by a financial aid officer. Financial aid officers are expected to recuse themselves from any case in which they either have a personal interest or feel they cannot be impartial. A random sampling of cases read by each undergraduate financial aid officer is reviewed by the Associate and Senior Associate Directors to ensure compliance with federal regulations, adherence to Dartmouth policies, consistency in results and accuracy. Scholarships are credited to an individual student's account through the Banner Student Information System after the student has enrolled for the term (these credits are included in "non-cash assistance" above). Scholarship funds are withdrawn if the student ceases to be enrolled. Fellowships are granted in support of a student's educational or research endeavors. All educational and research work is monitored by Dartmouth faculty.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelXFirstClassOrCharterTravel
Travel For CompanionsXTravelForCompanions
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Personal ServicesXPersonalServices
Written Policy Re T And E Expenses0WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment1SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments1AnyNonFixedPayments
Initial Contract Exception1InitialContractException
Rebuttable Presumption Procedure1RebuttablePresumptionProcedure

Form990 Schedule J Part II Form990ScheduleJPartII (18 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Jim Yong Kim
7576620100000040207012450006251601084885000
Steven Kadish
3449010007456024500091380385995000
Carol Folt
451671000169760245000683030561450000
William Green
362865000834024500013700389569000
Carolyn Pelzel
34262001000000124500245000151400494710000
Robert Donin
305182000151770245000178520362711000
Michael Mastanduno
30106200016036024500016910343289000
Linda Snyder
2349840009256022700079500274890000
Michael Wagner
180135000135140192680260840239001000
Paul Danos
532271000243320245000187770599880000
Sydney Finkelstein
500094000161160242460255920566048000
Richard Freeman Jr
6902510250000133890245000217510774891000
Mark Israel
5317360007096024500030680566400000
Matthew Slaughter
528618000133890245000215500588057000
James Wright
568563000424690245000169020652434000
Adam Keller
3594530008363902450001955904871510374500
Barry Scherr
310218000249530245000187560378427000
Thomas Crady
15235300019334015801016760020424801690340

Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)

Return ReferenceReturnReferenceExplanationExplanation
Part I, Line 1aFirst-class travel and companion travel Dartmouth travel policy allows for first or business class air travel for Dartmouth business purposes in limited circumstances. Consistent with this policy, on infrequent occasions senior officers flew first class with the President's approval. The lack of a major commercial airport within 80 miles of Dartmouth requires use of charter air travel to fulfill the business travel requirements of the President. For this reason, the President had access for business purposes to charter flight service, the cost of which was fully defrayed by private donations designated for this purpose. The President's wife occasionally traveled with him for business purposes including participating in alumni events and meetings with key constituent donors on Dartmouth's behalf. The Dean of Medical School's wife, who is an employee of Dartmouth travelled with him on one occasion in her role as a research assistant. Housing Allowance or residence for personal use Dartmouth provided housing for the President and Provost. These arrangements were for the convenience of Dartmouth and a condition of employment and therefore were not taxable to the individual. Personal Services Housekeeping services were provided by Dartmouth for cleaning and maintaining the President's house. The value of services provided for personal living space was recognized as imputed income to the President.
Part I, Line 1bDartmouth followed guidance set forth in the tax regulations relevant to the items listed in Line 1a, but did not have a separate written document in fiscal 2011.
Part I, Lines 4a-bAdam Keller received $37,450 in reportable compensation during calendar 2010 under a severance arrangement awarded during fiscal 2010. Thomas Crady received $204,248 in reportable and other compensation during 2010 under a severance agreement awarded during fiscal 2010. Dartmouth provides the President with a nonqualified 457(f) supplemental retirement plan. The Plan provides for annual credits to the plan subject to vesting requirements based on continuation of employment through set dates.
Part I, Line 7President Jim Yong Kim was awarded a performance bonus of $100,000 in calendar year 2010. Carolyn Pelzel, Senior Vice President for Advancement received a performance bonus of $100,000 in calendar 2010. Richard Freeman, Chair of the Department of Surgery received a signing bonus of $25,000 in calendar 2010.
Part I, Line 8Compensation paid to Michael Mastanduno, Dean of Faculty is paid pursuant to a contract subject to the initial contract exception.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
New Hampshire Health & Educ Facilities Authority
020279866644614FP92003-03-12113250000Refund 6-1-93 issue000
New Hampshire Health & Educ Facilities Authority
020279866644614RV32007-04-0590000000Refund 3-6-97 & 11-13-97 issues, issue costs, capital renovations000
New Hampshire Health & Educ Facilities Authority
020279866644614RV32007-04-0590000000Issue cost, new construction, capital renovations, equipment000
New Hampshire Health & Educ Facilities Authority
020279866644614YG82009-06-18207389690Refund 12-17-98 & 12-1-99 issues, issue cost, new constr, cap renov000

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Amount RetiredAmountRetiredTotal ProceedsTotalProceedsIssuance Costs From ProceedsIssuanceCostsFromProceedsCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaindCapitalized InterestCapitalizedInterestYear Of Subst CompletionYearOfSubstCompletionCapital ExpendituresCapitalExpendituresAmount UnspentAmountUnspent
20450000112500011250001011
16000030990641768810111759862009
9343768247142900113437682200989528571
1648903901042393100115186614086212122834010

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsPost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrsBond Counsel Routinely EngagedBondCounselRoutinelyEngagedPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersTotal Private Business UseTotalPrivateBusinessUse
00000
0000100.006000.00600
0100100.007000.00700
0100100.007000.00700

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebateBusiness Name Line2NameOfHedgeProvider/BusinessNameLine2Superintegrated HedgeSuperintegratedHedgeHedge TerminatedHedgeTerminated
(no name)
010001
Wells Fargo&
011000Barclays Bank PLC00
Wells Fargo&
011000Barclays Bank PLC00
-
000000

Form990 Schedule K Part V Form990ScheduleKPartV (6 entries)

ExplanationExplanation
Part II, line 3, col A: The difference between issue price and total proceeds = ($112,125,000) to refinance prior issue
Part II, line 3 col B: The difference between issue price and total proceeds equals the sum of ($87,076,922) to refinance prior issues and $175,986 of investment income.
Part II, line 3, col C: The difference between issue price and total proceeds equals $3,437,682 of investment income.
Part II, line 3, col D: The difference between issue price and total proceeds equals the sum of ($42,651,166) to refinance prior issues and $151,866 of investment income.
Part IV, line 3c, col B & C: $32M hedge with Wells Fargo Bank, NA, interest paid monthly at 3.774% and interest received at 72% of 1 month LIBOR, effective 6-1-07, maturity 6-1-27
Part IV, line 3c, col B & C: $53M hedged with Barclays Bank PLC, interest paid monthly at 3.777%, interest received at 72% of 1 month LIBOR, effective 6-1-07, maturity 6-1-28

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (31 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
Ledyard Bank
Former Dartmouth Officer and Ledyard Bank Director636767Interest and principal payments Hanover Inn loan0
Ledyard Bank
Former Dartmouth Officer and Ledyard Bank Director153550Interest and principal payments Lang Building loan0
Apollo Investment Fund V
Dartmouth Trustee and Apollo Management Officer144417Capital Contribution0
Apollo Investment Fund V
Dartmouth Trustee and Apollo Management Officer2759740Capital Distribution0
Apollo Investment Fund VI
Dartmouth Trustee and Apollo Management Officer2016312Capital Contribution0
Apollo Investment Fund VI
Dartmouth Trustee and Apollo Management Officer2692700Capital Distribution0
Apollo Investment Fund VII
Dartmouth Trustee and Apollo Management Officer7581060Capital Contribution0
Apollo Investment Fund VII
Dartmouth Trustee and Apollo Management Officer3524409Capital Distribution0
Bain Capital Fund VII
Dartmouth Trustee Spouse and Bain Capital Managing Director798617Capital Distribution0
Bain Capital Fund VIII
Dartmouth Trustee Spouse and Bain Capital Managing Director2403113Capital Distribution0
Bain Capital Fund IX
Dartmouth Trustee Spouse and Bain Capital Managing Director1481028Capital Distribution0
Bain Capital Fund X
Dartmouth Trustee Spouse and Bain Capital Managing Director2128146Capital Contribution0
Bain Capital Fund X
Dartmouth Trustee Spouse and Bain Capital Managing Director140373Capital Distribution0
Bain Capital Asia Fund
Dartmouth Trustee Spouse and Bain Capital Managing Director294278Capital Contribution0
Bain Capital Asia Fund
Dartmouth Trustee Spouse and Bain Capital Managing Director306006Capital Distribution0
Bain Capital Europe Fund III
Dartmouth Trustee Spouse and Bain Capital Managing Director3856186Capital Contribution0
Bain Capital AM Holding
Dartmouth Trustee Spouse and Bain Capital Managing Director556830Capital Contribution0
Greylock IX LP
Dartmouth Trustee and Greylock Executive Officer760103Capital Distribution0
Greylock XI LP
Dartmouth Trustee and Greylock Executive Officer438458Capital Distribution0
Greylock XII LP
Dartmouth Trustee and Greylock Executive Officer1000000Capital Contribution0
Greylock XIII LP
Dartmouth Trustee and Greylock Executive Officer1000000Capital Contribution0
Sankaty Credit Opportunities Investors
Dartmouth Trustee Spouse and Managing Director of parent company (Bain Cap)2546671Capital Contribution0
Sankaty Credit Opportunities III
Dartmouth Trustee Spouse and Managing Director of parent company (Bain Cap)4810393Capital Distribution0
Prospect Harbors Credit Partners LP
Dartmouth Trustee Spouse and Managing Director of parent company (Bain Cap)7049951Capital Distribution0
HWA 555 Owners LLC
Dartmouth Trustee and Chairman of HWA 555 Owners, LLC101579Rent payments0
Kathy Green
Spouse of Key Employee62282Calendar 2010 compensation as an employee0
David Peart
Spouse of Officer174430Calendar 2010 compensation as an employee0
Linda Snyder
Spouse of Officer274890Calendar 2010 compensation as an employee0
Steven Kadish
Spouse of Key Employee385995Calendar 2010 compensation as an employee0
Mary Donin
Spouse of Key Employee43596Calendar 2010 compensation as an employee0
Richard Folt
Brother of Officer69985Calendar 2010 compensation as an Employee0

Form990 Schedule L Part V Form990ScheduleLPartV

FieldValueIRS element (for citing)
ExplanationIn calendar 2010 Dr. Younsook Lim, an employee of Dartmouth Hitchcock Clinic (DHC) provided services to the Dartmouth Institute for Health Policy and Clinical Practice, a department of Dartmouth College. Dartmouth College reimbursed DHC $81,253 for Dr. Lim's services. Dr. Lim is the spouse of a Dartmouth Officer.Explanation

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions34NumberOfContributions
Noncash Contribs Rptd F99040NoncashContribsRptdF990
Method Of Determining Revenues$1 per allocationMethodOfDeterminingRevenues

Books And Publications BooksAndPublications

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F9902NoncashContribsRptdF990
Method Of Determining Revenues$1 per allocationMethodOfDeterminingRevenues

Clothing And Household Goods ClothingAndHouseholdGoods

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F9901NoncashContribsRptdF990
Method Of Determining Revenues$1 per allocationMethodOfDeterminingRevenues

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions680NumberOfContributions
Noncash Contribs Rptd F99021404514NoncashContribsRptdF990
Method Of Determining Revenuesmarket valueMethodOfDeterminingRevenues

Securities Closely Held Stock SecuritiesCloselyHeldStock

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions4NumberOfContributions
Noncash Contribs Rptd F990669250NoncashContribsRptdF990
Method Of Determining Revenuesmarket valueMethodOfDeterminingRevenues

Securities Prtnrshp Trust Intrsts SecuritiesPrtnrshpTrustIntrsts

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions2NumberOfContributions
Noncash Contribs Rptd F990261286NoncashContribsRptdF990
Method Of Determining Revenuesmarket valueMethodOfDeterminingRevenues

Securities Miscellaneous SecuritiesMiscellaneous

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F99048635NoncashContribsRptdF990
Method Of Determining Revenuesmarket valueMethodOfDeterminingRevenues

Real Estate Residential RealEstateResidential

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions2NumberOfContributions
Noncash Contribs Rptd F9903NoncashContribsRptdF990
Method Of Determining Revenues$1 per allocationMethodOfDeterminingRevenues

Food Inventory FoodInventory

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions10NumberOfContributions
Noncash Contribs Rptd F99010NoncashContribsRptdF990
Method Of Determining Revenues$1 per allocationMethodOfDeterminingRevenues

Historical Artifacts HistoricalArtifacts

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions2NumberOfContributions
Method Of Determining Revenues$1 per allocationMethodOfDeterminingRevenues

Archaeological Artifacts ArchaeologicalArtifacts

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F9901NoncashContribsRptdF990
Method Of Determining Revenues$1 per allocationMethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)

Non Cash CheckboxNonCashCheckboxDescriptionDescriptionNumber Of ContributionsNumberOfContributionsNoncash Contribs Rptd F990NoncashContribsRptdF990Method Of Determining RevenuesMethodOfDeterminingRevenues
XSelf-created items44$1 per allocation
XHorses and Equestrian Equipment34$1 per allocation
XSpecialized Equipment or Instruments1414$1 per allocation
XMiscellaneous67$1 per allocation
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used1ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Third Party Use:Part I, Line 32b:Dartmouth occasionally uses third parties, including auction houses, to sell specialized items such as jewelry and art.
Non Reporting of Revenue:Part I, Line 33:Gifts in Kind other than Securites are valued at $1 each for purposes of posting revenue to the general ledger.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
Form 990, Part VI, Section A, line 2Steven Kadish, Executive Vice President, and Linda Snyder, Vice President Campus Planning and Facilities, have a family relationship.
Form 990, Part VI, Section A, line 2Gregg Engles, Dartmouth Trustee and Trevor Rees-Jones, Dartmouth Trustee have a business relationship.
Form 990, Part VI, Section A, line 2Leon Black, Dartmouth Trustee and James Coutler, Dartmouth Trustee have a business relationship.
Form 990, Part VI, Section B, line 11The 990 review process is as follows: A draft of the completed Form 990 is sent to the Audit Committee and a draft of the sections concerning compensation is sent to the Compensation Committee. The Compensation Committee may contact management or the Audit Committee with any questions or concerns on the compensation sections. The Audit Committee then meets with senior management personnel to review the process by which the Form 990 was prepared, discuss any items of significance, and resolve any questions. The Audit Committee then votes to accept the Form 990 based on management's representations. Prior to the return being filed, a draft of the complete Form 990 is provided to the full board. At the next meeting of the Board of Trustees, the Audit Committee reports to the full Board on the results of its review.
Compliance with Dartmouth's institution-wide Conflict of Interest policy (www.dartmouth.edu/~osp/docs/COIpolicy.pdf) is required by College policy. Compliance is enforced and monitored by the Office of the General Counsel, which reviews information concerning potential conflicts solicited from approximately 350 trustees, faculty, and staff members each year. Compliance with the requirements of the Policy concerning researchers engaged in externally sponsored research is enforced and monitored by the Office of the Provost, and particularly by the Office of Sponsored Projects and the Conflict of Interest Committee of the Council on Sponsored Activities which, in accordance with federal regulations, solicit information from researchers concerning financial interests that may affect or be affected by proposed research. In addition, the Office of the General Counsel and the Investment Office enforce and monitor compliance with the Policy on Pecuniary Benefit Transactions and Related Party Investments.Form 990, Part VI, Section B, line 12c
The process for determining the compensation of Dartmouth's President and other officers and key employees is as follows: (1) Comparability data are gathered by the Vice President of Human Resources from a compensation survey conducted by a nationally-known compensation consulting firm. (2)Recommendations for compensation adjustments for officers and key employees are prepared by the President, using comparability data and a review of the employee's performance. (3) The President's recommendations are presented for approval to the Compensation Committee of the Board, together with the comparability data. (4) Comparability data for the President's compensation is also presented to the Compensation Committee by the Vice President of Human Resources. The Compensation Committee approves the President's salary.Form 990, Part VI, Section B, line 15
Dartmouth makes its governing document (The Charter of Dartmouth College), conflict of interest policies and financial statements available to the public by posting these documents on its website.Form 990, Part VI, Section C, line 19
Changes in Net Assets or Fund Balances:Net unrealized gains on investments: 418,511,172. Net Unrealized change in value of non-investment items 65,941,987. Net change in split-interest agreement 8,241,891. Total to Form 990, Part XI, Line 5: 492,695,050.Form 990, Part XI, line 5:
Dartmouth has a written document retention and destruction policy and a written whistleblower policy. The questions are answered "no" since the policies were formally adopted by the Board of Trustees during fiscal 2012, after the period covered by this return.Form 990, Part VI, Section B, Lines 13 and 14:
A special and rigorous conflict-of-interest policy applies to Dartmouth investments with firms in which related parties (e.g., Trustees or non-Trustee Investment Committee members) have a financial interest. Under the New Hampshire Pecuniary Benefit Law (Revised Statutes Annotated, Chapter 7:19-a) and Dartmouth's Policy on Pecuniary Benefit Transactions and Related Party Investments, such investments are strictly regulated. Before such an investment may be made, the Investment Office must submit to the Board of Trustees an analysis (1) documenting the past performance of funds managed by the firm in question; and (2) comparing the terms of the proposed investment with the terms of other recent similar investments not involving related parties. The analysis must also document that Dartmouth's investment would not comprise more than 10% of the fund and that other institutional investors have committed to participate in the same fund. Based on this information, the proposed investment is considered first by the Investment Committee of the Board of Trustees, then by the Audit Committee, then by the full Board. In each instance, any Trustee or non-Trustee Investment Committee member associated with the firm involved in the investment must be recused from the discussion and vote. The investment may not be made unless the Investment Committee and the Board each give their approval by a two-thirds vote. Approval by the Audit Committee is also required. Approval requires a finding that the proposed investment is fair and reasonable to Dartmouth and that it is no less favorable than the terms of similar recent investments made by Dartmouth not involving related parties. In accordance with State law, a notice of the proposed investment--identifying the related party, the investment firm, and the amount of the investment--is then filed with the State Attorney General's Office and published in the local daily newspaper.Form 990 Part IV, Line 28c, Business Transactions with Interested Persons:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (11 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusControlled OrgControlledOrgLegal Domicile Foreign CountryLegalDomicileForeignCountry
Dartmouth Educational Loan Corporation
7 Lebanon St Suite 302HanoverNH03755020362923Educational LoansNH501(c)(3)Line 11a, I0
Tuck Educational Loan Corporation
7 Lebanon St Suite 302HanoverNH03755237181995Educational LoansNH501(c)(3)Line 11a, I0
Swift Diamond Holdings #1 Inc
7 Lebanon St Suite 302HanoverNH03755020489222Real Estate HoldingNH501(c)(2)0
Centerra Marketplace Inc
7 Lebanon St Suite 302HanoverNH03755043369425Real Estate HoldingNH501(c)(25)0
Seven Lebanon Street Inc
7 Lebanon St Suite 302HanoverNH03755020514301Real Estate HoldingNH501(c)(25)0
South Street Downtown Holdings Inc
7 Lebanon St Suite 302HanoverNH03755020518373Real Estate HoldingNH501(c)(25)0
Foundation for Jewish Life at Dartmouth
7 Lebanon St Suite 302HanoverNH03755020486238Real Estate HoldingNH501(c)(2)0
Hamden Assurance Risk Retention Group Inc
30 Main Street Suite 330BurlingtonVT05401208530788InsuranceVT501(c)(3)Line 11a, I0
Dartmouth College Trust
7 Lebanon St Suite 302HanoverNH03755Fundraising0UK
The Dartmouth Educational Association
111 Huntington AvenueBostonMA021997165046045227Supporting OrganizationMA501(c)(3)Line 11c, III-FI0
Dartmouth-Hitchcock Medical Center
One Medical Center DriveLebanonNH037560001222715483Supporting OrganizationNH501(c)(3)Line 11a, I0

Form990 Schedule R Part III Form990ScheduleRPartIII (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStatePredominant Income TypePredominantIncomeTypeShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsDisproportionate AllocationsDisproportionateAllocationsGeneral Or Managing PartnerGeneralOrManagingPartnerPercentage OwnershipPercentageOwnershipCode VCodeVAmount
Northaven Capital Partners LP
375 Park Avenue 27th FloorNew YorkNY10152205997852Real Estate InvestmentNYInvestment-322255970761000.94040
RP Realty Partners Retail Entrepreneurial Fund III-B LP
9601 Wilshire Blvd Suite 260Beverly HillsCA90210261340426Real Estate InvestmentCAInvestment-9826364647029000.99989$179,666
Sarofim Multifamily Partners II LP
8115 Preston Rd Suite 400DallasTX75225208782507Real Estate InvestmentTXInvestment-159606410720469000.50125-$41,232

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1Charitable Remainder Trusts (87)BusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line17 Lebanon Street Suite 302AddressLine1
CityHanoverCity
StateNHState
ZIP Code03755ZIPCode
FieldValueIRS element (for citing)
EIN999999999EIN
Primary ActivityFund Raising/DevelopmentPrimaryActivity
Legal Domicile StateNHLegalDomicileState
Type Of EntityTTypeOfEntity
Percentage Ownership1.00000PercentageOwnership
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org1LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs1RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org1OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (16 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
Dartmouth Educational Loan Corporation
D-176820Cost
Dartmouth Educational Loan Corporation
Q1278259Cost
Dartmouth Educational Loan Corporation
P-187678Cost
Foundation for Jewish Life at Dartmouth
K-56306Cost
Foundation for Jewish Life at Dartmouth
B80101Cost
Seven Lebanon Street Inc
J1397008Cost
Seven Lebanon Street Inc
K-114229Cost
Swift Diamond Holdings #1 Inc
R-3905524Cost
South Street Downtown Holdings Inc
K-149443Cost
South Street Downtown Holdings Inc
J124988Cost
Northaven Capital Partners LP
B5975000Cost
Northaven Capital Partners LP
R-164392Cost
RP Realty Partners Retail Entrepreneurial Fund III-B LP
B592524Cost
Sarofim Multifamily Partners II LP
B852317Cost
Charitable Remainder Trusts (6)
R-1313109Cost
Dartmouth Trust
B-86232Cost

Form990 Schedule R Part VII Form990ScheduleRPartVII

FieldValueIRS element (for citing)
Return ReferencePart IV, Charitable Remainder TrustsReturnReference
ExplanationDartmouth College controls a total of 87 Charitable Remainder Trusts, all domiciled in the State of New Hampshire.Explanation