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TRUSTEES OF DARTMOUTH COLLEGE: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
TRUSTEES OF DARTMOUTH COLLEGE (EIN 02-0222111)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-16
IRS object ID
201101369349303590
Schema version
2009v1.7
Note
A later return for the same period supersedes this one.
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)
Timestamp2011-05-16T12:45:04-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Dartmouth CollegeBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line137 Dewey Field Road Suite 6015AddressLine1
CityHanoverCity
StateNHState
ZIP Code03755ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

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 Line137 Dewey Field Road No 6015AddressLine1
CityHanoverCity
StateNHState
ZIP Code03755ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameGail GoodnessName
TitleControllerTitle
Phone6036463011Phone
Date Signed2011-05-16DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
Phone6036463011Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

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

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line137 Dewey Field Road No 6015AddressLine1
CityHanoverCity
StateNHState
ZIP Code03755ZIPCode
FieldValueIRS element (for citing)
Gross Receipts9345633648GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
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 Body21NbrVotingMembersGoverningBody
Nbr Independent Voting Members17NbrIndependentVotingMembers
Total Nbr Employees10165TotalNbrEmployees
Total Nbr Volunteers15000TotalNbrVolunteers
Total Gross UBI4217156TotalGrossUBI
Net Unrelated Business Txbl Income-10259859NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year295007786ContributionsGrantsPriorYear
Contributions Grants Current Year307802477ContributionsGrantsCurrentYear
Program Service Revenue Prior Year379481888ProgramServiceRevenuePriorYear
Program Service Revenue CY401488707ProgramServiceRevenueCY
Investment Income Prior Year-22485239InvestmentIncomePriorYear
Investment Income Current Year141742180InvestmentIncomeCurrentYear
Other Revenue Prior Year-22187511OtherRevenuePriorYear
Other Revenue Current Year13522475OtherRevenueCurrentYear
Total Revenue Prior Year629816924TotalRevenuePriorYear
Total Revenue Current Year864555839TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year108322315GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY119861607GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year443833554SalariesEtcPriorYear
Salaries Etc Current Year435615604SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year32510741TotalFundrsngExpCurrentYear
Other Expense Prior Year299739417OtherExpensePriorYear
Other Expenses Current Year314849107OtherExpensesCurrentYear
Total Expenses Prior Year851895286TotalExpensesPriorYear
Total Expenses Current Year870326318TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-222078362RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-5770479RevenuesLessExpensesCY
Total Assets BOY4848728011TotalAssetsBOY
Total Assets EOY5130554144TotalAssetsEOY
Total Liabilities BOY1467368484TotalLiabilitiesBOY
Total Liabilities EOY1624293861TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY3381359527NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY3506260283NetAssetsOrFundBalancesEOY
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
Expense438448442Expense
Grants111924348Grants
Revenue309302753Revenue
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 995-person faculty teaches and guides almost 6,000 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)
Expense176124817Expense
Grants7126862Grants
Revenue13511200Revenue
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 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 2010, faculty and others engaged in sponsored activity received $230.7 million in awards from external funding agencies.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense133242454Expense
Grants810397Grants
Revenue78674754Revenue
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 diverse areas, including community service, the environment, music, dance, politics and journalism.Description
FieldValueIRS element (for citing)
Total Program Service Expense747815713TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Donor Advised Funds1DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art1CollectionsOfArt
Credit Counseling1CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
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
Transfers To Exempt Non Chrtbl Org1TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10962075NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees10165NumberOfEmployees
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 CountryNZNameOfForeignCountry
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 Of1Form8282PropertyDisposedOf
Number Of8282 Filed1NumberOf8282Filed
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Excess Business Holdings0ExcessBusinessHoldings
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
Nbr Voting Governing Body Members21NbrVotingGoverningBodyMembers
Number Independent Voting Members17NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs1ChangesToOrganizingDocs
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 Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture1InvestmentInJointVenture
Written Policy Or Procedure0WrittenPolicyOrProcedure
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 Line137 Dewey Field Rd Suite 6015AddressLine1
CityHanoverCity
StateNHState
ZIP Code03755ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (37 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
Leon D Black
Trustee3.00X000
Christine B Bucklin
Trustee3.00X000
John J Donahoe
Trustee3.00X000
Denise M Dupre
Trustee3.00X000
R Bradford Evans
Trustee3.00X000
Jose W Fernandez
Trustee3.00X000
Charles E Haldeman Jr
Trustee3.00X000
William W Helman IV
Trustee5.00X000
Jeffrey R Immelt
Trustee3.00X000
Pamela J Joyner
Trustee3.00X000
John Lynch
Trustee0.10X000
Stephen F Mandel Jr
Trustee5.00X000
Albert G Mulley
Trustee3.00X000
Sherri C Oberg
Trustee3.00X000
John A Rich
Trustee3.00X000
Peter M Robinson
Trustee3.00X000
Thurman J Rodgers
Trustee3.00X000
Steven Roth
Trustee3.00X000
Stephen F Smith
Trustee3.00X000
Diana L Taylor
Trustee3.00X000
Jim Yong Kim
President40.00X537718075050X
Steven N Kadish
Executive Vice President & CFO40.00120510011719X
Adam M Keller
Executive Vice President40.003995760456060X
Barry P Scherr
Provost40.00403824043642X
Carol L Folt
Provost & Dean of Faculty40.00357283092767XX
William R Green
Dean, Dartmouth Medical School40.00363118025834X
Carolyn A Pelzel
Senior VP for Advancement40.00288344038518X
Robert B Donin
General Counsel40.00306712041176X
Thomas M Crady
Dean of the College40.002808230244289X
Paul P Danos
Dean, Tuck School of Business40.00551177041047X
Mark A Israel
Director, Norris Cotton Cancer Ctr40.00536860027500X
Matthew J Slaughter
Professor of Business Adm40.00516518043910X
Murray Korc
Professor of Medicine40.00498085045409X
Robert G Hansen
Assoc Dean, Tuck School of Business40.00463084048317X
James E Wright
Former President40.00658407062978X
David H Russ
Former Chief Investment Officer0.00290997033155X
Stephen P Spielberg
Fmr Dean Dartmouth Med Schoo0.00426659085503X
FieldValueIRS element (for citing)
Total Reportable Comp From Org6999695TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation1416874TotalOtherCompensation
Number Individuals GT100 K698NumberIndividualsGT100K
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 contractor22173532
Pizzagalli Construction Company
50 Joy DriveSouth BurlingtonVT05403Construction and general contractor11565535
Mary Hitchcock Memorial Hospital
One Medical Center DriveLebanonNH03756Medical Research9030254
Engelberth Construction Inc
428 Main StreetKeeneNH03431Construction and general contractor8184290
KesselDuff Corporation
78 Miller LaneWillistonVT05495Construction and general contractor7853960
FieldValueIRS element (for citing)
Number Of Contractors GT100 K110NumberOfContractorsGT100K
Membership Dues338014MembershipDues
Government Grants136789150GovernmentGrants
All Other Contributions170675313AllOtherContributions
Noncash Contributions20816983NoncashContributions
Total Contributions307802477TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
Tuition and Fees611600257026676257026676
Auxiliary Service61171059720471560764213644050
Medical Related6116005095671250956712
All other6116001923252518824118408407
Other Education Relate611600145523231452532027003
FieldValueIRS element (for citing)
Total Program Service Revenue401488707TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column32598016TotalRevenueColumn
Exclusion$32,598,016ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column122349TotalRevenueColumn
Exclusion$122,349ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column3191823TotalRevenueColumn
Exclusion$3,191,823ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real19932775Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real15243022Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real4689753Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column4689753TotalRevenueColumn
Unrelated Business Revenue137696UnrelatedBusinessRevenue
Exclusion$4,552,057ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities8574457589Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities8465435774Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities109021815Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column109021815TotalRevenueColumn
Exclusion$109,021,815ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events400971GrossIncomeFundraisingEvents
Fundraising Direct Expenses399013FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column1958TotalRevenueColumn
Exclusion$1,958ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmount
Split interest distrib5259205519631$5,519,631
Other revenue900099119310$119,310
FieldValueIRS element (for citing)
Total Other Revenue5638941TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column864555839TotalRevenueColumn
Related Or Exempt Function Income397409247RelatedOrExemptFunctionIncome
Unrelated Business Revenue4217156UnrelatedBusinessRevenue
Exclusion$155,126,959ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total58135Total
Program Services58135ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total116082088Total
Program Services116082088ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total3721384Total
Program Services3721384ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total3969165Total
Program Services1290409ProgramServices
Management And General2242804ManagementAndGeneral
Fundraising435952Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total576171Total
Program Services334674ProgramServices
Management And General241497ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total365369886Total
Program Services307078066ProgramServices
Management And General38671725ManagementAndGeneral
Fundraising19620095Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total28466125Total
Program Services23295118ProgramServices
Management And General3588567ManagementAndGeneral
Fundraising1582440Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total15842992Total
Program Services12889384ProgramServices
Management And General2068062ManagementAndGeneral
Fundraising885546Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total21391265Total
Program Services17403256ProgramServices
Management And General2792340ManagementAndGeneral
Fundraising1195669Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total94430Total
Program Services94430ProgramServices

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total1204484Total
Program Services262896ProgramServices
Management And General940635ManagementAndGeneral
Fundraising953Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total572893Total
Program Services1790ProgramServices
Management And General571103ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total53880Total
Management And General53880ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total3353454Total
Management And General3353454ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total73923713Total
Program Services64858651ProgramServices
Management And General4774819ManagementAndGeneral
Fundraising4290243Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total1109458Total
Program Services1010343ProgramServices
Management And General37060ManagementAndGeneral
Fundraising62055Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total22130919Total
Program Services18932716ProgramServices
Management And General960050ManagementAndGeneral
Fundraising2238153Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total9092807Total
Program Services3640479ProgramServices
Management And General5282414ManagementAndGeneral
Fundraising169914Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total390578Total
Program Services389862ProgramServices
Management And General7ManagementAndGeneral
Fundraising709Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total41649224Total
Program Services38332766ProgramServices
Management And General3151766ManagementAndGeneral
Fundraising164692Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total18507058Total
Program Services16607198ProgramServices
Management And General825203ManagementAndGeneral
Fundraising1074657Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total1475966Total
Program Services1387115ProgramServices
Management And General52849ManagementAndGeneral
Fundraising36002Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total33216477Total
Program Services25825129ProgramServices
Management And General7370586ManagementAndGeneral
Fundraising20762Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total45308329Total
Program Services42630214ProgramServices
Management And General2616555ManagementAndGeneral
Fundraising61560Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total1245719Total
Program Services99776ProgramServices
Management And General1131328ManagementAndGeneral
Fundraising14615Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Purchase for resale1852862718483190433842053
Book & media10901274107668007528959185
Non Cap Equipment5119382466672942216630487
Other equip rental and41858453581776398983205086

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total22784590Total
Program Services14091339ProgramServices
Management And General8333338ManagementAndGeneral
Fundraising359913Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total870326318Total
Program Services747815713ProgramServices
Management And General89999864ManagementAndGeneral
Fundraising32510741Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY12088193BOY
EOY15969668EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY569360755BOY
EOY367065127EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY228610843BOY
EOY238276488EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY30765085BOY
EOY49430636EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY42297982BOY
EOY45339720EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY3930583BOY
EOY3135911EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY8245651BOY
EOY8856977EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1294108637LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec512925985LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY755431145BOY
EOY781182652EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY1652732801BOY
EOY1182953509EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY1494665437BOY
EOY2424976160EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY2106399BOY
EOY2709269EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY48493137BOY
EOY10658027EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY4848728011BOY
EOY5130554144EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY67628264BOY
EOY152255362EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY29714379BOY
EOY30594009EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY579295000BOY
EOY575955000EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY44302413BOY
EOY45923882EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY42807347BOY
EOY41944529EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY287917313BOY
EOY287636770EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY415703768BOY
EOY489984309EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1467368484BOY
EOY1624293861EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY885175750BOY
EOY863744571EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1655552066BOY
EOY1729036229EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY840631711BOY
EOY913479483EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY3381359527BOY
EOY3506260283EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY4848728011BOY
EOY5130554144EOY
FieldValueIRS element (for citing)
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
Volunteers0Volunteers
Paid Staff Or Management1PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members1MailingsMembers
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations0GrantsOtherOrganizations
Direct Contact Legislators1DirectContactLegislators
Direct Contact Legislators$55,155DirectContactLegislatorsAmount
Rallies Demonstrations0RalliesDemonstrations
Other Activities0OtherActivities
Total Lobbying Expenditures IIB55155TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierPart II-B, Line 1i:Identifier
Return ReferenceExplanation of Other Lobbying Activities:ReturnReference
ExplanationFederal Activity: Meetings were held with US Senators, Congressional representatives and staff to discuss matters including international students, and support for research priorities. A letter of support for global medical residency programs was sent to the US Global AIDS coordinator. State Activity: Meetings were held with the State of New Hampshire Legislature for matters including the New Hampshire Hospital contract.Explanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number DA Fs Held8NumberDAFsHeld
Donor Advised Contributions728631DonorAdvisedContributions
Grants Paid From Donor Funds277906GrantsPaidFromDonorFunds
Aggregate DAF Value2724770AggregateDAFValue
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 Balance2824894018BeginningOfYearBalance
Contributions82027937Contributions
Investment Earnings Or Losses298314278InvestmentEarningsOrLosses
Grants Or Scholarships-47197989GrantsOrScholarships
Other Expenditures-159735937OtherExpenditures
End Of Year Balance2998302307EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

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 Balance0.27260BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.27600PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.45140TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis19090476OtherCostOrOtherBasis
Book Value19090476BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis863003629OtherCostOrOtherBasis
Depreciation316129578Depreciation
Book Value546874051BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis219291276OtherCostOrOtherBasis
Depreciation138113395Depreciation
Book Value81177881BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis192723256OtherCostOrOtherBasis
Depreciation58683012Depreciation
Book Value134040244BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings781182652TotalOfBookValueLandBuildings

Other Securities OtherSecurities (2 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
Limited Partnership/Similar1459034522F
Real Estate and Other965941638F
FieldValueIRS element (for citing)
Total Of Book Value Securities2424976160TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescriptionAmountAmount
Mark to market liability$117,173,892
Employee Benefit Liabilities$326,456,688
Conditional asset retirement obligation$21,845,196
Government advance, student loans$19,872,540
Other$4,635,993
FieldValueIRS element (for citing)
Total Of Amounts489984309TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
ExplanationPart III, Line 1a The College's collections include works of art, literary works, historical treasures, and artifacts that are maintained in the College's 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 the College'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 the College and the broader community. Access to works of art is provided through permanent collection displays, the online collections database, special exhibitions, the Web site, 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 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 the College Archives, the Rare Books Collections, and the Manuscripts Collection. The College 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 2b Certain donors have established irrevocable split-interest agreements with the College, primarily charitable gift annuities, pooled life income funds, and irrevocable charitable remainder trusts, whereby the donated assets are invested and a liability is recognized for distributions to be made in accordance with the agreements. In addition, Dartmouth maintains the Dartmouth Donor Advised Fund (DDAF) to enable philanthropic individuals and families to streamline the management of their charitable gifts. Through the DDAF, Dartmouth receives, invests and administers gifts to Dartmouth and other charitable organizations on the donors' behalf. For all residential rental properties and some commercial rental properties, the College collects one month's rent which it holds in escrow to be used, if necessary, to pay for damages identified when the property is vacated. Part V, Line 4 Dartmouth's endowment plays a critical role in supporting the current and future work of the College. Its investment and spending policies are designed to balance the needs of current Dartmouth students with the needs of future generations of Dartmouth students. Earning long-term returns that maintain the inflation-adjusted purchasing power of the endowment underpins this concept of intergenerational equity. The endowment is composed of both restricted funds, for which donors designate a specific purpose for their gifts, and unrestricted funds. There are over 5500 separate funds that make up Dartmouth's endowment. Dartmouth's endowment spending policy seeks to balance the competing objectives of supporting the current generation of students and faculty with the need to preserve the endowment's purchasing power for future generations. Distributions from the endowment, made in accordance with the spending policy approved by the Board of Trustees, are intended to support the College's mission by contributing funding to a variety of needs in academic, research and student life activities. Part X, Line 2 The College believes it has taken no significant uncertain tax positions.Explanation

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy Stmt1NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc1PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media1PolicyPublViaBroadcastMedia
Pub Via Broadcast Media ExplnThe 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.PubViaBroadcastMediaExpln
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

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained1GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (26 entries)

RegionRegionType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedNumber Of EmployeesNumberOfEmployees
Central America and the CaribbeanInvestment
Central America and the CaribbeanProgram ServicesSponsored Research
Central America and the CaribbeanProgram ServicesStudy-abroad programs
East Asia and the PacificProgram ServicesSponsored Research
East Asia and the PacificProgram ServicesStudy-abroad programs
EuropeInvestment
EuropeProgram ServicesEducation and educational consulting
EuropeProgram ServicesMedical Education
EuropeProgram ServicesSponsored Research
EuropeProgram ServicesStudy-abroad programs
EuropeFundraising1
Middle East and North AfricaProgram ServicesEducation and educational consulting
Middle East and North AfricaProgram ServicesSponsored Research
Middle East and North AfricaProgram ServicesStudy-abroad programs
North AmericaProgram ServicesSponsored Research
North AmericaProgram ServicesStudy-abroad programs
Russia and the Newly Independent StatesProgram ServicesSponsored Research
Russia and the Newly Independent StatesProgram ServicesStudy-abroad programs
South AmericaProgram ServicesSponsored Research
South AmericaProgram ServicesStudy-abroad programs
South AsiaInvestment
South AsiaProgram ServicesSponsored Research
South AsiaProgram ServicesStudy-abroad programs
Sub-Saharan AfricaProgram ServicesMedical Education
Sub-Saharan AfricaProgram ServicesSponsored Research
Sub-Saharan AfricaProgram ServicesStudy-abroad programs
FieldValueIRS element (for citing)
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees1TotalNumberOfEmployees
Total Amount Spent0TotalAmountSpent

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 Caribbean9117485Student scholarshipsFMV
Scholarships/Tuition RemissionEast Asia and the Pacific37500857Student scholarshipsFMV
Scholarships/Tuition RemissionEurope1742290804Student scholarshipsFMV
Scholarships/Tuition RemissionMiddle East and North Africa8111301Student scholarshipsFMV
Scholarships/Tuition RemissionNorth America21282560Student scholarshipsFMV
Scholarships/Tuition RemissionRussia and Newly Independent States337101Student scholarshipsFMV
Scholarships/Tuition RemissionSouth America17232365Student scholarshipsFMV
Scholarships/Tuition RemissionSouth Asia537611Student scholarshipsFMV
Scholarships/Tuition RemissionSub-Saharan Africa8111301Student scholarshipsFMV

Form990 Schedule F Part IV Form990ScheduleFPartIV

FieldValueIRS element (for citing)
IdentifierSchedule F, Part IVIdentifier
Return ReferenceOther InformationReturnReference
ExplanationPart I, Line 2. Grants distributed by the College consist of scholarships and fellowships given to Dartmouth students to pursue study or research outside the United States. 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. 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. Part I, Line 3. As permitted by guidance published in the "2008 Form Tips and FAQ's", Dartmouth is not reporting amounts in Column F because the accounting records supporting the financial statements do not consistently record foreign expenditures.Explanation

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1Dinner/DanceNameOfEvent1
Gross Receipts Event1391146GrossReceiptsEvent1
Gross Revenue Event1391146GrossRevenueEvent1
Rent Facility Costs Event191520RentFacilityCostsEvent1
Food And Beverage Event178185FoodAndBeverageEvent1
Entertainment Event110850EntertainmentEvent1
Other Direct Expenses Event1210591OtherDirectExpensesEvent1
Name Of Event2Dinner/DanceNameOfEvent2
Gross Receipts Event29825GrossReceiptsEvent2
Gross Revenue Event29825GrossRevenueEvent2
Rent Facility Costs Event2242RentFacilityCostsEvent2
Food And Beverage Event22753FoodAndBeverageEvent2
Entertainment Event2235EntertainmentEvent2
Other Direct Expenses Event24637OtherDirectExpensesEvent2
Gross Receipts Total400971GrossReceiptsTotal
Gross Revenue Total Events400971GrossRevenueTotalEvents
Rent Facility Costs Total Events91762RentFacilityCostsTotalEvents
Food And Beverage Total Events80938FoodAndBeverageTotalEvents
Entertainment Total Events11085EntertainmentTotalEvents
Other Direct Expenses Total Events215228OtherDirectExpensesTotalEvents
Direct Expense Summary Events399013DirectExpenseSummaryEvents
Net Income Summary1958NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
Esperanza Academy
198 Garden StreetLawrenceMA01840731722348501(c)312000Distribution from Dartmouth Donor Advised Funds
Church in the Forest
PO Box 1027Pebble BeachCA93953770366043501(c)338135Distribution from Dartmouth Donor Advised Funds
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants2TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

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 Remission333145480110963943FMVStudent Scholarships/tuition remission and employee tuition reimbursement
Fellowships9589630832
Internships486885738
Health Insurance Subsidy675223051298177FMVSubsidize health insurance cost for graduate students
Prize and Awards46534275757397FMVAchievement 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
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Personal ServicesXPersonalServices
Written Policy Re T And E Expenses0WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment1SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
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 (16 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
41975401000000179640275000475500612768000
Adam M Keller
3846950001488104316240244360855636000
Barry P Scherr
39394500098790245000191420447466000
Carol L Folt
340160000171230245000682670450050000
William R Green
362284000834024500013340388952000
Carolyn A Pelzel
276641000117030245000140180326862000
Robert B Donin
292281000144310245000166760347888000
Thomas M Crady
2093070007151601922180520710525112000
Paul P Danos
527931000232460245000165470592224000
Mark A Israel
48535704456306940024500030000564360000
Matthew J Slaughter
504137000123810245000194100560428000
Murray Korc
4564790230870185190245000209090543494000
Robert G Hansen
446081000170030245000238170511401000
James E Wright
575150000832570245000384780721385000
David H Russ
23665100054346024500086550324152000
Stephen P Spielberg
0000426659024500061003051216204216000

Form990 Schedule J Part III Form990ScheduleJPartIII (6 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
Part I, Line 1aFirst-class travel and companion travel College travel policy allows for first or business class air travel for College business purposes in limited circumstances. Consistent with this policy, on infrequent occasions senior officers, when accompanying the President or with his approval, flew first class. The lack of a major commercial airport within 80 miles of the College 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, who was also an employee of the College, occasionally traveled with him for business purposes including participating in alumni events and meetings with key constituent donors on the College's behalf. Tax indemnification and gross-up payments Former President Wright received gifts totaling $26,800 from College alumni upon his retirement in June 2009. This amount was included as imputed income in his compensation. The tax on this imputed income was grossed up and $9,638 was paid to President Wright for the purpose of tax indemnification. Housing Allowance or residence for personal use The College provided housing for the President, Dean of the College, and Dean of Faculty. These arrangements were for the convenience of the College and a condition of employment and therefore were not taxable to the individual. These residences are also used for Dartmouth College business functions. Personal Services Housekeeping services were provided by the College 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 1bThe College 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 2010.
Part I, Line 4aAdam Keller was awarded a severance agreement during calendar 2009. The arrangement provides for severance payments and continuation of certain benefits beginning in calendar year 2010 and continuing through October 2011. Steven Spielberg received $512,162 in reportable and other compensation during calendar 2009 under a severance arrangement awarded during fiscal 2007. Thomas Crady was awarded a severance agreement during calendar 2009. The arrangement provides for severance payments and continuation of certain benefits through August 2010. Mr. Crady received $104,654 in reportable and other compensation under this arrangement in calendar 2009.
Part I, Line 7The compensation of Mark Israel, Director of Norris Cotton Cancer Center, and Murray Korc, Professor and Chair of the Department of Medicine, includes a variable component based on their performance as leaders of clinical activities conducted at Dartmouth Hitchcock Medical Center.
Part I, Line 8Compensation paid to President Jim Yong Kim was paid pursuant to a contract subject to the initial contract exception.
Part IIIPart II: Included in base compensation for President Kim are payments made for consulting services beginning in March 2009 in connection with the presidential transition. President Kim was also paid a taxable supplemental payment when he took office to provide support for his transition to Dartmouth. Base compensation for James Wright includes amounts earned while he was on sabbatical as a faculty member following the end of his term as President.Supplemental Information

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuer
New Hampshire Health & Educ Facilities Authority
020279866644614FP92003-03-12113250000Refund prior issue issued 6-1-9300
New Hampshire Health & Educ Facilities Authority
020279866644614RV32007-04-0590000000See below00
New Hampshire Health & Educ Facilities Authority
020279866644614RV32007-04-0590000000See below00
New Hampshire Health & Educ Facilities Authority
020279866644614YG82009-06-18207389690See below00

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Total ProceedsTotalProceedsIssuance Costs From ProceedsIssuanceCostsFromProceedsCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaindWorking Capital ExpendituresWorkingCapitalExpendituresCapital ExpendituresCapitalExpendituresYear Of Subst CompletionYearOfSubstCompletionAmount UnspentAmountUnspent
112500011250001011
309906417688101117598629053902009
9347368247142900113473682895285712009
164860873104239310018736743676451044

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsBond Counsel Routinely EngagedBondCounselRoutinelyEngagedPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersTotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
000000.006000.006001
010000.006000.006001
010000.007000.007001

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/BusinessNameLine2
(no name)
010001
Wells Fargo Bank &
011000Barclays Bank PLC
Wells Fargo Bank &
011000Barclays Bank PLC
-
000000

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (26 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
Ledyard Bank
Dartmouth Officer and Ledyard Bank Director324000Interest and principal payments Hanover Inn loan0
Ledyard Bank
Dartmouth Officer and Ledyard Bank Director153550Interest and principal payments Lang Building loan0
Apollo Investment Fund IV
Dartmouth Trustee and Apollo Management Officer9674Capital Contributions0
Apollo Investment Fund IV
Dartmouth Trustee and Apollo Management Officer1011477Capital Distribution0
Apollo Investment Fund V
Dartmouth Trustee and Apollo Management Officer5155Capital Contribution0
Apollo Investment Fund V
Dartmouth Trustee and Apollo Management Officer105846Capital Distribution0
Apollo Investment Fund VI
Dartmouth Trustee and Apollo Management Officer3503358Capital Contribution0
Apollo Investment Fund VI
Dartmouth Trustee and Apollo Management Officer3962852Capital Distribution0
Apollo Investment Fund VII
Dartmouth Trustee and Apollo Management Officer1121454Capital Contribution0
Greylock Equity LP
Dartmouth Trustee and Greylock Executive Officer260875Capital Distribution0
Greylock IX LP
Dartmouth Trustee and Greylock Executive Officer265500Capital Distribution0
Greylock XI LP
Dartmouth Trustee and Greylock Executive Officer815945Capital Distribution0
Greylock XII LP
Dartmouth Trustee and Greylock Executive Officer1000000Capital Contribution0
Greylock XII LP
Dartmouth Trustee and Greylock Executive Officer535990Capital Distribution0
Greylock XIII LP
Dartmouth Trustee and Greylock Executive Officer500000Capital Contribution0
Morgan Stanley Real Estate Fund IV
Dartmouth Trustee and Morgan Stanley Officer22296Capital Contribution0
Morgan Stanley Real Estate Fund IV
Dartmouth Trustee and Morgan Stanley Officer297197Capital Distribution0
Morgan Stanley Real Estate Fund V
Dartmouth Trustee and Morgan Stanley Officer2201338Capital Contribution0
Morgan Stanley Real Estate Fund VI
Dartmouth Trustee and Morgan Stanley Officer10898873Capital Contribution0
Morgan Stanley Real Estate Fund VI
Dartmouth Trustee and Morgan Stanley Officer397Capital Distribution0
Richard Folt
Brother of Officer45391Compensation as an employee0
Kathy Green
Spouse of Key Employee40204Compensation as an employee0
Younsook Lim
Spouse of Officer29790Compensation as an employee0
David Peart
Spouse of Officer157320Compensation as an employee0
Linda Snyder
Spouse of Officer213935Compensation as an employee0
Mary Donin
Spouse of Key Employee40142Compensation as an employee0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions43NumberOfContributions
Noncash Contribs Rptd F99049NoncashContribsRptdF990
Method Of Determining Revenues$1 per allocationMethodOfDeterminingRevenues

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions566NumberOfContributions
Noncash Contribs Rptd F99020176683NoncashContribsRptdF990
Method Of Determining Revenuesmarket valueMethodOfDeterminingRevenues

Securities Closely Held Stock SecuritiesCloselyHeldStock

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions3NumberOfContributions
Noncash Contribs Rptd F990634354NoncashContribsRptdF990
Method Of Determining Revenuesmarket valueMethodOfDeterminingRevenues

Securities Prtnrshp Trust Intrsts SecuritiesPrtnrshpTrustIntrsts

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F9905870NoncashContribsRptdF990
Method Of Determining Revenuesmarket valueMethodOfDeterminingRevenues

Securities Miscellaneous SecuritiesMiscellaneous

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

Food Inventory FoodInventory

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions2NumberOfContributions
Noncash Contribs Rptd F9902NoncashContribsRptdF990
Method Of Determining Revenues$1 per allocationMethodOfDeterminingRevenues

Historical Artifacts HistoricalArtifacts

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions2NumberOfContributions
Noncash Contribs Rptd F9903NoncashContribsRptdF990
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 items11$1 per allocation
XElectronic and Specialized Equipment910$1 per allocation
XHorses and Equestrian Equipment45$1 per allocation
XVarious55$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 (12 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
Form 990, Part VI, Section A, line 4Amendment of Charter: On June 11, 2010 Trustees of Dartmouth College filed an affidavit of amendment to its charter with the State of New Hampshire. The amendment provides for distribution of the College's assets upon dissolution of the Corportion in accordance with IRS regulations.
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 sent to the full board. At the next meeting of the Board of Trustees, the Audit Committee reports to the full Board on the results of its review.
Form 990, Part VI, Section B, line 12cCompliance with Dartmouth's institution-wide Conflict of Interest policy (www.dartmouth.edu/~osp/docs/COIpolicy.pdf) is required by the College's Human Resources policy and is also 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 15The process for determining the compensation of the College's President and other officers and key employees is as follows: (1) Comparability data are gathered by the Chief Human Resources Officer 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 Chief Human Resources Officer. The Compensation Committee approves the President's salary.
Form 990, Part VI, Section C, line 19The College 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 the College's website.
Form 990, Part VII, Section A:During fiscal 2010, Carol Folt served for part of the year as a key employee in her position as Dean of the Faculty, and for the balance of the fiscal year as an Officer in her position as Provost.
Schedule E Line 6a:Government Assistance: Dartmouth College received federal and state funding in support of its instructional and research programs.
Schedule G, Part I, Line 2b, Column (v)Part II, Event #1 - This was a joint funding raising event for Dartmouth College's Medical School and Dartmouth Hitchcock Medical Center (DHMC), a 501(c)(3) organization. The event was held on the Dartmouth College campus and all costs were paid by Dartmouth College and reimbursed by DHMC from the proceeds. All proceeds were recorded by DHMC. Half of the proceeds received in excess of costs were remitted to Dartmouth College by DHMC in the College's fiscal year ended 6-30-11 and will therefore be reported on the College's Form 990 Schedule G for fiscal 2011.Explanation of Fundraising Payments
Schedule K Part I, Description of Purpose: Line B-Refund prior issues (issued 3-6-97 and 11-13-97), issue costs and capital renovations. Line C- Issue costs, new construction, capital renovations, and equipment. Line D-Refund prior issues (issued 12-17-98 and 12-1-99) , issue costs, new construction, capital renovations, and utility upgrades. Schedule K, Part IV, Line 3, Columns B&C, Hedge Terms: Wells Fargo Bank NA Term: $32M Hedge, effective 6-1-07, matures 6-1-27 Dartmouth pays a fixed interest rate of 3.774% and receives variable interest of 72% of 1 month LIBOR. Barclays Bank PLC Term: $53M Hedge, effective 6-1-07, matures 6-1-28. Dartmouth pays a fixed interest rate of 3.777% and receives variable interest of 72% of 1 month LIBOR.
Form 990 Part IV, Line 28c, Business Transactions with Interested Persons: A special and rigorous conflict-of-interest policy applies to endowment 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 the College's Policy on Pecuniary Benefit Transactions and Related Party Investments, such investments are strictly regulated. Before such an investment may be made, the College's 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 and 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 requires a finding that the proposed investment is fair and reasonable to the College and that it is no less favorable than the terms of similar recent investments made by the College 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 12a, Audited Financial Statements:Dartmouth College received audited financial statements for fiscal 2010 which were prepared in accordance with GAAP. The financial statements of the College include the accounts of its wholly owned subsidiaries and certain affiliated organizations that are financially controlled by the College. Since certain of these organizations file a separate Form 990, amounts reported on those Form 990s are not included in the results reported on this Form 990.
Form 990, Part VI Section B, Line 16a,Joint Venture and Similar Agreements:As of June 30, 2010, the College held a majority interest in Hanover Water Works Company (HWW Co.). HWW Co. was established in 1893 as a private company owned jointly by Dartmouth College (52.8%) and the Town of Hanover, NH (47.2%) in response to a civic need for a dependable water supply. Dartmouth does not have a profit motive for its ownership of HWW Co. This is the only joint venture or similar arrangement the College is engaged in. Effective July 1, 2010, HWW Co. conveyed its water system assets to the Town of Hanover, effectively municipalizing the water system. As a result, the remaining assets of HWW Co. consist primarily of the land surrounding the reservoirs feeding the water system. In conjunction with this transaction, the ownership interests of the College and the Town in HWW Co. were adjusted to 50% - 50%. Subsequently, the name of HWW Co. was changed to Trescott Company, Inc. Form 990, Part VI, Line 16b: The College's investment policies do not specifically address joint venture and similar arrangements.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (11 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusLegal Domicile Foreign CountryLegalDomicileForeignCountry
Dartmouth Educational Loan Corporation
37 Dewey Field Road Suite 6015HanoverNH03755020362923Educational LoansNH501(c)(3)Line 11a, I
Tuck Educational Loan Corporation
37 Dewey Field Road Suite 6015HanoverNH03755237181995Educational LoansNH501(c)(3)Line 11a, I
Swift Diamond Holdings #1 Inc
37 Dewey Field Road Suite 6015HanoverNH03755020489222Real Estate HoldingNH501(c)(2)
Centerra Marketplace Inc
37 Dewey Field Road Suite 6015HanoverNH03755043369425Real Estate HoldingNH501(c)(25)
Seven Lebanon Street Inc
37 Dewey Field Road Suite 6015HanoverNH03755020514301Real Estate HoldingNH501(c)(25)
South Street Downtown Holdings Inc
37 Dewey Field Road Suite 6015HanoverNH03755020518373Real Estate HoldingNH501(c)(25)
Foundation for Jewish Life at Dartmouth
37 Dewey Field Road Suite 6015HanoverNH03755020486238Real Estate HoldingNH501(c)(2)
Hamden Assurance Risk Retention Group Inc
30 Main Street Suite 330BurlingtonVT05401208530788InsuranceVT501(c)(3)Line 11a, I
Dartmouth College Trust
37 Dewey Field Road Suite 6015HanoverNH03755FundraisingUK
The Dartmouth Educational Association
111 Huntington AvenueBostonMA021997165046045227Supporting OrganizationMA501(c)(3)Line 11c, III-FI
Dartmouth-Hitchcock Medical Center
One Medical Center DriveLebanonNH037560001222715483Supporting OrganizationNH501(c)(3)Line 11a, I

Form990 Schedule R Part III Form990ScheduleRPartIII (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Predominant Income TypePredominantIncomeTypeShare Of Total IncomeShareOfTotalIncomeDisproportionate AllocationsDisproportionateAllocationsCode VCodeVAmountGeneral Or Managing PartnerGeneralOrManagingPartnerShare Of EOY AssetsShareOfEOYAssets
AEW LP
c/o AEW Capital Management World TrBostonMA02110043031230InvestmentDEAEW Dartmouth TrustInvestment-2969800$4050
Northaven Capital Partners LP
375 Park Avenue 27th FloorNew YorkNY10152205997852InvestmentNYInvestment132698000192378
RP Realty Partners Retail Entrepreneurial Fund III-B LP
9601 Wilshire Blvd Suite 260Beverly HillsCA90210261340426Real Estate InvestmentCAInvestment-10582560$109,60107086058
Sarofim Multifamily Partners II LP
8115 Preston Rd Suite 400DallasTX75225208782507Real Estate InvestmentTXInvestment-5076990010715600

Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateType Of EntityTypeOfEntityShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnership
Hanover WaterWorks Company
194 Lebanon StreetHanoverNH03755020144680Water ServiceNHC10839449872820.52800
AEW Dartmouth Trust
204 Parkhurst Hall Main StHanoverNH03755046077637Real Estate TrustNHT1.00000
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 Org1GiftGrantOrCapContrFrOtherOrg
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 Orgs1PerformOfServicesByOtherOrgs
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 (18 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
Dartmouth Educational Loan Corporation
D-178350
Dartmouth Educational Loan Corporation
Q661170
Dartmouth Educational Loan Corporation
P-437988
Foundation for Jewish Life at Dartmouth
K-66569
Foundation for Jewish Life at Dartmouth
B112412
Seven Lebanon Street Inc
J1262238
Seven Lebanon Street Inc
K-94346
Seven Lebanon Street Inc
B150000
South Street Downtown Holdings Inc
R-866077
South Street Downtown Holdings Inc
K-130716
South Street Downtown Holdings Inc
Q53134
Centerra Marketplace Inc
K-33731
South Street Downtown Holdings Inc
R-279000
Hanover Water Works Company
L554373
Dartmouth Class of 1984
C-54021
Dartmouth College Trust
C-55518
Dartmouth-Hitchcock Medical Center
P-3459225
Dartmouth-Hitchcock Medical Center
R-363170