WELLESLEY COLLEGE: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- WELLESLEY COLLEGE (EIN 04-2103637)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-12
- IRS object ID
- 201131329349302443
- Schema version
- 2009v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T18:02:31-07:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103637 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLESLEY COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WELL | NameControl |
| Phone | 7812832258 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 Central Street | AddressLine1 |
| City | Wellesley | City |
| State | MA | State |
| ZIP Code | 024818203 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Donna Ng | Name |
| Title | Controller | Title |
| Phone | 7812832258 | Phone |
| Date Signed | 2011-05-12 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | H Kim Bottomly | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 Central Street | AddressLine1 |
| City | Wellesley | City |
| State | MA | State |
| ZIP Code | 02481 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 525836273 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.wellesley.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1870 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | WELLESLEY PROVIDES A SUPERIOR 4-YEAR LIBERAL ARTS EDUCATION FOR WOMEN IN A TOTAL LEARNING ENVIRONMENT THAT PREPARES OUR GRADUATES FOR LEADERSHIP AND TEAM BUILDING ROLES AROUND THE WORLD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 33 | NbrIndependentVotingMembers |
| Total Nbr Employees | 611 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | -2357696 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 46642704 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 36826123 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 86542735 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 90400408 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 36345129 | InvestmentIncomePriorYear |
| Investment Income Current Year | 28464471 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 33240312 | OtherRevenuePriorYear |
| Other Revenue Current Year | 34743846 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 202770880 | TotalRevenuePriorYear |
| Total Revenue Current Year | 190434848 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 40113410 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 45401325 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 134711481 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 122046188 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 7782048 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 76297654 | OtherExpensePriorYear |
| Other Expenses Current Year | 69129442 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 251122545 | TotalExpensesPriorYear |
| Total Expenses Current Year | 236576955 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -48351665 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -46142107 | RevenuesLessExpensesCY |
| Total Assets BOY | 1811059758 | TotalAssetsBOY |
| Total Assets EOY | 1810690898 | TotalAssetsEOY |
| Total Liabilities BOY | 322211631 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 276119474 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1488848127 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1534571424 | NetAssetsOrFundBalancesEOY |
| Mission Description | WELLESLEY PROVIDES A SUPERIOR 4-YEAR LIBERAL ARTS EDUCATION FOR WOMEN IN A TOTAL LEARNING ENVIRONMENT THAT PREPARES OUR GRADUATES FOR LEADERSHIP AND TEAM-BUILDING ROLES AROUND THE WORLD. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 153805287 | Expense |
| Grants | 0 | Grants |
| Revenue | 90400408 | Revenue |
| Description | OUTSTANDING EDUCATION: OUR PRIORITY IS ENSURING THAT OUR EXCELLENT LIBERAL ARTS CURRICULUM ALSO HAS SPECIAL RELEVANCE IN TERMS OF MASTERING A BROAD RANGE OF INTELLECTUAL AND CULTURAL CONTENT TO OUR GRADUATES' POST-COLLEGE LIVES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7014720 | Expense |
| Grants | 0 | Grants |
| Revenue | 7014720 | Revenue |
| Description | SPONSORED RESEARCH: WELLESLEY PRIDES ITSELF ON ITS COMMITMENT TO SUPPORTING THE TEACHER-SCHOLAR IDEAL, ENABLING OUR GIFTED FACULTY MEMBERS TO INTEGRATE THEIR LOVE OF WORKING CLOSELY WITH STUDENTS WITH SERIOUS PURSUIT OF THEIR WORLD-CLASS RESEARCH. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 46568147 | Expense |
| Grants | 42939841 | Grants |
| Revenue | 0 | Revenue |
| Description | PROVIDE FINANCIAL AID ASSISTANCE: WE HAVE WORKED TO DEVELOP AND SUSTAIN AN ENVIABLE FINANCIAL AID ASSISTANCE POLICY THAT IS 100% NEED BLIND, MAKING IT POSSIBLE FOR ANY WOMAN WHO WANTS - AND IS ACADEMICALLY QUALIFIED FOR - A WELLESLEY EDUCATION WILL BE ABLE TO ATTEND. THIS POLICY ENABLES US TO OFFER THE WORLD A GREATER DIVERSITY OF UNUSUALLY WELL PREPARED CHANGE-MAKERS THAN MOST OTHER LIBERAL ARTS COLLEGES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 207388154 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 3199 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 611 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | FR | NameOfForeignCountry |
| Name Of Foreign Country | IT | NameOfForeignCountry |
| Name Of Foreign Country | MX | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 33 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 33 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Donna Ng | NamePerson |
| Telephone Number | 7812832258 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 Central Street | AddressLine1 |
| City | Wellesley | City |
| State | MA | State |
| ZIP Code | 02481 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (52 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Alecia DeCoudreaux | |||||||||
| Chair of the Trustees | 12 | X | 0 | 0 | 0 | ||||
| Sidney R Knafel | |||||||||
| Vice Chair of the Trustees | 10 | X | 0 | 0 | 0 | ||||
| Alicia M Cooney | |||||||||
| Trustee | 3 | X | 0 | 0 | 0 | ||||
| Alison Li Chung | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Beth K Pfeiffer | |||||||||
| Trustee | 3 | X | 0 | 0 | 0 | ||||
| Betsy Wood Knapp | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Bunny Winter | |||||||||
| Trustee | 3 | X | 0 | 0 | 0 | ||||
| Dorothy Chao Jenkins | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Douglas Bennet | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Elizabeth Strauss Pforzheimer | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Ellen Gill Miller | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Ellen Goldberg Luger | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Ioannis Miaoulis | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| James T Kloppenberg | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Joan Wallace-Benjamin | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Karen Gentleman | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Katherine Stone Kaufmann | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Laura R Malkin | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Linda Wertheimer | |||||||||
| Trustee | 3 | X | 0 | 0 | 0 | ||||
| Lindsey C Boylan | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Lois Juliber | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Lynn Dixon Johnston | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| M Amy Batchelor | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Mahnaz Ispahani-Bartos | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Nami Park | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Norton H Reamer | |||||||||
| Trustee | 3 | X | 0 | 0 | 0 | ||||
| Pamela A Melroy | |||||||||
| Trustee | 3 | X | 0 | 0 | 0 | ||||
| Patricia J Williams | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Ruth J Chang | |||||||||
| Trustee | 3 | X | 0 | 0 | 0 | ||||
| Stephen W Kidder | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| Thomas E Faust Jr | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| William S Kaiser | |||||||||
| Trustee | 2 | X | 0 | 0 | 0 | ||||
| H Kim Bottomly | |||||||||
| President | 70 | 537853 | 0 | 110161 | X | ||||
| Andrew Shennan | |||||||||
| Provost and Dean of the College | 60 | 269598 | 0 | 133880 | X | ||||
| Andrew B Evans | |||||||||
| VP for Finance and Treasurer | 60 | 291489 | 0 | 83472 | X | ||||
| Cameran M Mason | |||||||||
| VP for Resources and Public Affairs | 60 | 323368 | 0 | 45552 | X | ||||
| Deborah F Kuenstner | |||||||||
| Chief Investment Officer | 60 | 588421 | 0 | 31695 | X | ||||
| Adele J Wolfson | |||||||||
| Associate Dean of the College | 60 | 213639 | 0 | 38088 | X | ||||
| Debra S DeMeis | |||||||||
| Dean of Students | 60 | 183975 | 0 | 63048 | X | ||||
| Donna Ng | |||||||||
| Associate VP for Finance | 60 | 203002 | 0 | 56374 | X | ||||
| Jennifer C Desjarlais | |||||||||
| Dean of Admissions and Student Fin Svce | 60 | 170874 | 0 | 24830 | X | ||||
| Joanne E Berger-Sweeney | |||||||||
| Associate Dean of the College | 60 | 188917 | 0 | 36245 | X | ||||
| Kathleen R Browne | |||||||||
| Director- Investments | 60 | 264278 | 0 | 32184 | X | ||||
| Louis E Sousa | |||||||||
| Director- Investments | 60 | 531625 | 0 | 45581 | X | ||||
| Claire T Loranz | |||||||||
| Director- Digital Technologies | 35 | 289922 | 0 | 16264 | X | ||||
| Eleanor C Tutty | |||||||||
| Assoc Dir HR-Benefits Mgr | 35 | 273858 | 0 | 9907 | X | ||||
| Linda M Church | |||||||||
| Assistant VP for Finance | 35 | 292170 | 0 | 19243 | X | ||||
| Rosamond V White | |||||||||
| Admin Director | 35 | 364289 | 0 | 13233 | X | ||||
| Sylvia S Hiestand | |||||||||
| Director, Slater Center | 35 | 336749 | 0 | 15767 | X | ||||
| Diana C Walsh | |||||||||
| President Emerita | 0 | 215216 | 0 | 0 | X | ||||
| Micheline E Jedrey | |||||||||
| VP for Information Services | 0 | 418612 | 0 | 24188 | X | ||||
| Patricia M Byrne | |||||||||
| VP for Administration | 0 | 509060 | 0 | 21535 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 6466915 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 821247 | TotalOtherCompensation |
| Number Individuals GT100 K | 217 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| AVI Food Systems | |||||
| 2590 Elm Rd NE | Warren | OH | 44483 | Food management services | 2475648 |
| Ropes and Gray | |||||
| One International Place | Boston | MA | 02110 | Legal Services | 460909 |
| Aramark Corp | |||||
| 24818 Network Place | Chicago | IL | 60673 | Construction management services | 372148 |
| Menders Torrey and Spencer | |||||
| 123 North Washington St | Boston | MA | 02114 | Construction administration services | 244380 |
| PricewaterhouseCoopers LLP | |||||
| 1251 Avenues of the Americas | New York | NY | 10020 | Audit services | 199400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 11 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 2521215 | GovernmentGrants |
| All Other Contributions | 34304908 | AllOtherContributions |
| Noncash Contributions | 3994239 | NoncashContributions |
| Total Contributions | 36826123 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Student tuition and fees | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 90400408 | TotalRevenueColumn |
| Related Or Exempt Function Income | 90400408 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 90400408 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7374281 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $7,374,281 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 44615 | TotalRevenueColumn |
| Related Or Exempt Function Income | 44615 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 356447000 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 335401425 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21045575 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21045575 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -6166574 | UnrelatedBusinessRevenue |
| Exclusion | $27,212,149 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Student room and board | 611710 | 25056799 | 25056799 | 0 | $0 |
| Nehoiden golf club | 713990 | 934273 | 170695 | 763578 | $0 |
| Wellesley College Club | 722100 | 3020402 | 1251611 | 1768791 | $0 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5732372 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4455863 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1276509 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 34743846 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 190434848 | TotalRevenueColumn |
| Related Or Exempt Function Income | 121379991 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -2357696 | UnrelatedBusinessRevenue |
| Exclusion | $34,586,430 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39740054 | Total |
| Program Services | 39740054 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5661271 | Total |
| Program Services | 5661271 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3767039 | Total |
| Program Services | 1027003 | ProgramServices |
| Management And General | 2416668 | ManagementAndGeneral |
| Fundraising | 323368 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86509316 | Total |
| Program Services | 75443299 | ProgramServices |
| Management And General | 7875021 | ManagementAndGeneral |
| Fundraising | 3190996 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13682598 | Total |
| Program Services | 11590105 | ProgramServices |
| Management And General | 1559844 | ManagementAndGeneral |
| Fundraising | 532649 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11976566 | Total |
| Program Services | 8029396 | ProgramServices |
| Management And General | 2740097 | ManagementAndGeneral |
| Fundraising | 1207073 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6110669 | Total |
| Program Services | 5176158 | ProgramServices |
| Management And General | 696629 | ManagementAndGeneral |
| Fundraising | 237882 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8577291 | Total |
| Program Services | 7482485 | ProgramServices |
| Management And General | 82119 | ManagementAndGeneral |
| Fundraising | 1012687 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 255490 | Total |
| Program Services | 27746 | ProgramServices |
| Management And General | 227744 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 228384 | Total |
| Management And General | 228384 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121736 | Total |
| Management And General | 121736 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 248666 | Total |
| Program Services | 84503 | ProgramServices |
| Management And General | 163346 | ManagementAndGeneral |
| Fundraising | 817 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5919465 | Total |
| Program Services | 5403947 | ProgramServices |
| Management And General | 387890 | ManagementAndGeneral |
| Fundraising | 127628 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 523295 | Total |
| Program Services | 504996 | ProgramServices |
| Management And General | 13417 | ManagementAndGeneral |
| Fundraising | 4882 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 888 | Total |
| Program Services | 888 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7175522 | Total |
| Program Services | 6103566 | ProgramServices |
| Management And General | 889007 | ManagementAndGeneral |
| Fundraising | 182949 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3448016 | Total |
| Program Services | 3042286 | ProgramServices |
| Management And General | 311567 | ManagementAndGeneral |
| Fundraising | 94163 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1288249 | Total |
| Program Services | 1064046 | ProgramServices |
| Management And General | 127798 | ManagementAndGeneral |
| Fundraising | 96405 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8313340 | Total |
| Program Services | 8313340 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14345257 | Total |
| Program Services | 12141088 | ProgramServices |
| Management And General | 1827988 | ManagementAndGeneral |
| Fundraising | 376181 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1074371 | Total |
| Program Services | 1038176 | ProgramServices |
| Management And General | 27696 | ManagementAndGeneral |
| Fundraising | 8499 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Equipment rental | 4424247 | 3882147 | 523588 | 18512 |
| Printing and publications | 1382361 | 1145740 | 34207 | 202414 |
| Postage and shipping | 655888 | 499673 | 17099 | 139116 |
| Study away expenses | 3181527 | 3181527 | 0 | 0 |
| Non-payroll taxes | 881186 | 798586 | 68756 | 13844 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7084263 | Total |
| Program Services | 6006128 | ProgramServices |
| Management And General | 1066152 | ManagementAndGeneral |
| Fundraising | 11983 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 236576955 | Total |
| Program Services | 207388154 | ProgramServices |
| Management And General | 21406753 | ManagementAndGeneral |
| Fundraising | 7782048 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23929438 | BOY |
| EOY | 29425476 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26817019 | BOY |
| EOY | 19810807 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48949622 | BOY |
| EOY | 47015062 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 372035 | BOY |
| EOY | 1511617 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1316547 | BOY |
| EOY | 1293873 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9280118 | BOY |
| EOY | 9112954 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 680667 | BOY |
| EOY | 692889 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4248978 | BOY |
| EOY | 2014735 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 473642942 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 171193719 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 292179807 | BOY |
| EOY | 302449223 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 645509000 | BOY |
| EOY | 802190000 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 703543527 | BOY |
| EOY | 591431262 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54233000 | BOY |
| EOY | 3743000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1811059758 | BOY |
| EOY | 1810690898 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68437107 | BOY |
| EOY | 75377489 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2390172 | BOY |
| EOY | 1792441 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2677881 | BOY |
| EOY | 3519148 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144245554 | BOY |
| EOY | 142050260 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8103000 | BOY |
| EOY | 7483000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96357917 | BOY |
| EOY | 45897136 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 322211631 | BOY |
| EOY | 276119474 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 506453631 | BOY |
| EOY | 517193542 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 573375359 | BOY |
| EOY | 600601655 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 409019137 | BOY |
| EOY | 416776227 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1488848127 | BOY |
| EOY | 1534571424 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1811059758 | BOY |
| EOY | 1810690898 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1287284484 | BeginningOfYearBalance |
| Contributions | 13163000 | Contributions |
| Investment Earnings Or Losses | 116408889 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 86612435 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 1330243938 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1629447388 | BeginningOfYearBalance |
| Contributions | 9049117 | Contributions |
| Investment Earnings Or Losses | -270013057 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 81198964 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 1287284484 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.338 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.632 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.03 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 40933941 | OtherCostOrOtherBasis |
| Book Value | 40933941 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 394228957 | OtherCostOrOtherBasis |
| Depreciation | 162766642 | Depreciation |
| Book Value | 231462315 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 12440044 | OtherCostOrOtherBasis |
| Depreciation | 8427077 | Depreciation |
| Book Value | 4012967 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 26040000 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 26040000 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 302449223 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Valuation | F | MethodOfValuation |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities (8 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Venture Capital | 127705000 | F |
| Buyout Funds | 68048000 | F |
| Distressed securities | 57080000 | F |
| Real Estate | 87831000 | F |
| Oil and Gas | 73988000 | F |
| Timberland | 40027000 | F |
| Semi Marketable | 113710000 | F |
| Miscellaneous Other | 23042262 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 591431262 | TotalOfBookValueSecurities |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Collateral received for securities lending | Description |
| Book Value | 3743000 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3743000 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Liability under securities lending transactions | $3,743,000 |
| Government loan advances | $4,568,996 |
| Annuities and unitrusts payable | $37,585,140 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 45897136 | TotalOfAmounts |
| Total Revenue | 190434848 | TotalRevenue |
| Total Expenses | 236576955 | TotalExpenses |
| Excess Or Deficit For Year | -46142107 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 91865404 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $0 | OtherAmount |
| Total Adjustments | 91865404 | TotalAdjustments |
| Excess Or Deficit Per FS | 45723297 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 231731000 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 91865404 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | 91865404 | RevenueNotRptdF990 |
| Revenue Subtotal | 139865596 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 50569252 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 50569252 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 190434848 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 186007703 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 186007703 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 50569252 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 50569252 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 236576955 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P03_S00_L01 | Schedule D, Part III, Line 1 | Wellesley College does not report as revenue any gifts for works of art. In addition, the College does not capitalize works of art as assets on its balance sheet. The audited financial statements do not contain a footnote regarding works of art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service. |
| SchD_P03_S00_L04 | Schedule D, Part III, Line 4 | The Davis Museum and Cultural Center has a permanent collection of approximately 10,000 objects dating from ancient times to the present day. Included are paintings, sculpture, decorative objects, and works on paper representing the creative genius of cultures around the world. The collection of the museum serves as a valued teaching resource for students and faculty in many of the disciplines represented at Wellesley College. Professors frequently make assignments that require students to visit the museum to view a work of art in the galleries. The museum also makes works from the collection available for examination in class meetings held at the museum. In each of these examples, the students' encounter with the original art work, not a reproduction, is fundamental. In addition to these more formal learning experiences, the Davis Collection also plays a central role in the College's efforts to raise in its students an awareness of richness and breadth of human creativity and a respect for its diversity. |
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | Wellesley College's endowed funds are used to support critical academic programs of the College and financial aid to our students. |
| SchD_P10_S00_L00 | Schedule D, Part X | Wellesley has reviewed its tax position and has recorded liabilities as necessary. |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Financial aid expense $42,668,879, Swaps $4,397,821, Minimum pension liability $3,502,552, Total $50,569,252 |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Financial aid expense $42,668,879, Swaps $4,397,821, Minimum pension liability $3,502,552, Total $50,569,252 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | ALL COLLEGE PUBLICATIONS, INCLUDING RECRUITMENT BROCHURES AND CATALOGS, COURSE DESCRIPTION DOCUMENTS, THE COLLEGE WEBSITE, AND FACULTY AND STUDENT HANDBOOK, ETC. OUTLINE THE INSTITUTIONS' RACIALLY NON DISCRIMINATORY POLICY. | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Govt Financial Aid Explanation | The College participates in various financial aid programs sponsored by the federal and state government such as Pell Grants. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (13 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Europe (including Iceland and Greenland) | 1 | 1 | Program Services | Academic program for students | 2462804 |
| Central America and the Caribbean | Program Services | Study away tuition | 86453 | ||
| East Asia and the Pacific | Program Services | Study away tuition | 801332 | ||
| Europe (including Iceland and Greenland) | Program Services | Study away tuition | 1641642 | ||
| Middle East and North Africa | Program Services | Study away tuition | 119998 | ||
| Russia and the newly independent States | Program Services | Study away tuition | 44205 | ||
| South America | Program Services | Study away tuition | 185261 | ||
| South Asia | Program Services | Study away tuition | 46968 | ||
| Sub-Saharan Africa | Program Services | Study away tuition | 219520 | ||
| North America (including Canada and Mexico, but not the United States) | Program Services | Study away program | 148303 | ||
| South Asia | Program Services | Study away program | 93653 | ||
| Russia and the newly independent States | Program Services | Study away programs | 60220 | ||
| East Asia and the Pacific | Program Services | Study away programs | 90733 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Total Amount Spent | 6001092 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (18 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|---|
| Internship | Sub-Saharan Africa | 26 | 82125 |
| Internship | South Asia | 28 | 105198 |
| Internship | South America | 38 | 48884 |
| Internship | Russia and the newly independent States | 2 | 6000 |
| Internship | North America (including Canada and Mexico, but not the United States) | 7 | 15545 |
| Internship | Middle East and North Africa | 12 | 38125 |
| Internship | Europe (including Iceland and Greenland) | 25 | 118109 |
| Internship | East Asia and the Pacific | 25 | 48625 |
| Internship | Central America and the Caribbean | 33 | 39550 |
| Financial aid | Central America and the Caribbean | 4 | 143067 |
| Financial aid | East Asia and the Pacific | 36 | 1219332 |
| Financial aid | Europe (including Iceland and Greenland) | 31 | 1328457 |
| Financial aid | Middle East and North Africa | 6 | 238874 |
| Financial aid | North America (including Canada and Mexico, but not the United States) | 14 | 530390 |
| Financial aid | Russia and the newly independent States | 2 | 112759 |
| Financial aid | South America | 1 | 22848 |
| Financial aid | South Asia | 16 | 712985 |
| Financial aid | Sub-Saharan Africa | 17 | 850398 |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchF_P01_S00_L02 | Identifier |
| Return Reference | Schedule F, Part I, Line 2 | ReturnReference |
| Explanation | For Financial aid, the College awards aid on a need basis and such award is credited to the student's account. If the student withdraws from Wellesley, the aid is adjusted accordingly. For internships, the College is in contact with the organizations providing the internship to ensure that high quality programs are provided to the students. Payments in connection with a study abroad program are made while the student will be living outside the US. However, at the time the payment was made, the student was a US resident. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Financial aid | 1253 | 38157241 |
| Internship | 255 | 1582813 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | For financial aid, the College awards aid on a need basis and such award is credited to the student's account. If the student withdraws from Wellesley, the aid is adjusted accordingly. For internships, the College is in contact with the organizations providing the internships to ensure that high quality programs are provided to the students. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 1 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (20 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|
| H Kim Bottomly | |||||||||||
| 497646 | 0 | 0 | 0 | 40208 | 0 | 30248 | 0 | 79913 | 0 | 648015 | 0 |
| Andrew Shennan | |||||||||||
| 224615 | 0 | 30000 | 0 | 14983 | 0 | 80848 | 0 | 53032 | 0 | 403478 | 0 |
| Andrew B Evans | |||||||||||
| 276179 | 0 | 0 | 0 | 15310 | 0 | 30248 | 0 | 53225 | 0 | 374962 | 0 |
| Cameran M Mason | |||||||||||
| 265421 | 0 | 0 | 0 | 57947 | 0 | 30248 | 0 | 15304 | 0 | 368920 | 0 |
| Deborah F Kuenstner | |||||||||||
| 414110 | 0 | 137500 | 0 | 36811 | 0 | 30240 | 0 | 1455 | 0 | 620116 | 0 |
| Adele J Wolfson | |||||||||||
| 185738 | 0 | 0 | 0 | 27900 | 0 | 23082 | 0 | 15006 | 0 | 251726 | 0 |
| Debra S DeMeis | |||||||||||
| 159995 | 0 | 0 | 0 | 23980 | 0 | 19218 | 0 | 43830 | 0 | 247023 | 0 |
| Donna Ng | |||||||||||
| 175283 | 0 | 0 | 0 | 27719 | 0 | 22493 | 0 | 33881 | 0 | 259376 | 0 |
| Jennifer C Desjarlais | |||||||||||
| 151812 | 0 | 0 | 0 | 19062 | 0 | 18419 | 0 | 6411 | 0 | 195704 | 0 |
| Joanne E Berger-Sweeney | |||||||||||
| 167638 | 0 | 0 | 0 | 21279 | 0 | 21367 | 0 | 14878 | 0 | 225162 | 0 |
| Kathleen R Browne | |||||||||||
| 152572 | 0 | 103294 | 0 | 8412 | 0 | 29100 | 0 | 3084 | 0 | 296462 | 0 |
| Louis E Sousa | |||||||||||
| 248388 | 0 | 260216 | 0 | 23021 | 0 | 30248 | 0 | 15333 | 0 | 577206 | 0 |
| Claire T Loranz | |||||||||||
| 46023 | 0 | 0 | 0 | 243899 | 0 | 9128 | 0 | 7136 | 0 | 306186 | 0 |
| Eleanor C Tutty | |||||||||||
| 51541 | 0 | 0 | 0 | 222316 | 0 | 9285 | 0 | 622 | 0 | 283764 | 0 |
| Linda M Church | |||||||||||
| 63219 | 0 | 0 | 0 | 228951 | 0 | 12019 | 0 | 7225 | 0 | 311414 | 0 |
| Rosamond V White | |||||||||||
| 96951 | 0 | 0 | 0 | 267339 | 0 | 10250 | 0 | 2982 | 0 | 377522 | 0 |
| Sylvia S Hiestand | |||||||||||
| 102322 | 0 | 0 | 0 | 234428 | 0 | 8489 | 0 | 7278 | 0 | 352517 | 0 |
| Diana C Walsh | |||||||||||
| 0 | 0 | 215216 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 215216 | 0 |
| Micheline E Jedrey | |||||||||||
| 133076 | 0 | 0 | 0 | 285536 | 0 | 16729 | 0 | 7459 | 0 | 442800 | 0 |
| Patricia M Byrne | |||||||||||
| 114632 | 0 | 0 | 0 | 394428 | 0 | 18140 | 0 | 3395 | 0 | 530595 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | Wellesley College's policy is that the College will not pay, or will not reimburse for travel, meals and expenses of the spouse/partner of an employee with the exception of the President. Specifically, while performing her official duties in the areas of development, alumnae relations, and other business of the College, the President may be accompanied by her spouse, who is expected to make an important contribution to achieving the purposes of the travel or events. In those cases, the College's policy is to authorize the payment of all travel and related expenses of the president's spouse. The College provides housing to certain employees as a condition of employment for the convenience and benefit of the College. The housing requirement as a condition of employment is documented in the employee's files. The College will not pay for any personal services with the exception of the President's house. Because the President's house is used extensively for college business, housekeeping services will be provided for the general space. A chef will be at the President's house to provide meals for business purpose functions. |
| SchJ_P01_S00_L04 | Schedule J, Part I, Line 4 | Patricia Byrne's employment with Wellesley College terminated on June 30, 2009. Under the termination agreement, she received $346,950 in severance payments. |
| SchJ_P01_S00_L06 | Schedule J, Part I, Line 6 | Employees in the Investment Office have an incentive performance-related bonus system based on the investment performance of the Wellesley College endowment. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| Wellesley College Series E | ||||||
| 042103637 | 575851NQ9 | 1992-10-23 | 20000000 | Construction | 0 | 0 |
| Wellesley College Series H | ||||||
| 042103637 | 57585KX86 | 2003-03-01 | 56750000 | Construction - Refinancing | 0 | 0 |
| Wellesley College Series I | ||||||
| 042103637 | 57586CP25 | 2008-01-28 | 57385000 | Construction - Refinancing | 0 | 0 |
| Wellesley College Series G | ||||||
| 042103637 | 57585J8V6 | 1999-01-08 | 20000000 | Construction | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Amount DefeasedAmountDefeased | Amount UnspentAmountUnspent | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 20424555 | 0 | 0 | 0 | 274555 | 0 | 20150000 | 1995 | 0 | 0 | 1 | 1 |
| 58513991 | 0 | 38763929 | 0 | 510924 | 0 | 19239138 | 2005 | 0 | 1 | 0 | 1 |
| 59100349 | 0 | 32473135 | 13006273 | 530057 | 0 | 8998334 | 2010 | 1 | 1 | 0 | 1 |
| 20175167 | 0 | 0 | 0 | 175167 | 0 | 20000000 | 2002 | 0 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 1 | 1 | 0 | 0.0261 | 0.0261 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Term Of HedgeTermOfHedge |
|---|---|---|---|---|---|---|
| (no name) | ||||||
| 0 | 1 | 0 | 0 | 0 | 0 | |
| (no name) | ||||||
| 0 | 0 | 0 | 0 | 0 | 0 | |
| JP Morgan Chase | ||||||
| 0 | 1 | 1 | 0 | 1 | 0 | 31.44 |
| (no name) | ||||||
| 0 | 1 | 0 | 0 | 0 | 0 | |
Schedule L IRS990ScheduleL
Loan Table LoanTable (2 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| Andrew B Evans | ||||||
| Mortgage | X | $800,000 | 789875 | 0 | 0 | 1 |
| Andrew Shennan | ||||||
| Mortgage | X | $598,350 | 503998 | 0 | 0 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 1293873 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | NA | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 269 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3994239 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Cost/Selling Price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchM_P01_S00_L32a | Schedule M, Part I, Line 32a | Sale of non cash securities - Wellesley College uses a firm, RBC Dain Rauscher to sell all donated publicy traded securities. |
| SchM_P01_S00_L33 | Schedule M, Part I, Line 33 | Accounting for Works of Art - Wellesley College does not report as revenue any gifts for works of art. In addition, the College does not capitalize works of art as assets on its balance sheet. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0B_L11 | Form 990, Part VI, Section B, Line 11 | The Form 990 was prepared by management with a full review by the finance office. The Audit Committee of the Board of Trustees will review the Form 990 and all required schedules prior to its filing with the IRS. The Form 990 with all required schedules will be made available to the full Board of Trustees prior to its filing with the IRS. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | Conflict of interest policies are in place for trustees, officers, and all employees. Trustees and officers are required to disclose, at least as often as annually and when a potential conflict issue arises, financial or personal interests which may give rise to conflicts of interest. The Clerk of the Board of Trustees provides an annual report to the trustees summarizing the conflict or potential conflict issues. At least annually, the trustees shall review the College's relationships with significant vendors or service providers serving the College to assure that such relationships are in the best interest of the College and are otherwise consistent with the terms of the conflict of interest policy. Select department heads and other employees on an annual bisis, will make a written disclosure to the Vice President for Finance and Treasurer of reportable conflicts of interest as defined in the conflict of interest policy. Employees will be responsible for completing and returning a disclosure form to the Vice President for Finance and Treasurer. The responses may be modified by the employee at any time during the year if there are any changes. The Vice President for Finance and Treasurer or his designee will review all forms and take any appropriate action that may be necessary. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The compensation of the president and other officers of the College are determined by the Compensation Committee, a subcommittee of the Board of Trustees. The Compensation Committee will use various comparability data from an independent compensation consultant as well as other market surveys. Key employees are compensated based upon the guidelines that the College has for administrative and faculty employees. These guidelines include review of the market by looking at salaries for comparable positions and a merit program based on performance. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | A copy of the Business Conduct Policy which includes the conflict of interest policy is given to all new employees upon hire. Both the Business Conduct Policy and the financial statements are available online on the College website. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Business Name Line2DirectControllingEntityName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wellesley College Alumnae Association | |||||||||||
| 106 Central Street | Wellesley | MA | 02481 | 042105817 | Alumnae association | MA | 501 (C)(3) | 11 | N/A | ||
| WB Daycare Inc | |||||||||||
| 106 Central Street | Wellesley | MA | 02481 | 042982305 | Supporting daycare | MA | 501(C)(3) | 5 | Wellesley College | Babson College | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Wellesley College Alumnae Association | |
| m | 65450 |
| WB Daycare Inc | |
| m | 199485 |