TRUSTEES OF MOUNT HOLYOKE COLLEGE: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF MOUNT HOLYOKE COLLEGE (EIN 04-2103578)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-12
- IRS object ID
- 201131339349302303
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T10:34:10-07:00 | 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 | 042103578 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Trustees of Mount Holyoke College | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TRUS | NameControl |
| Phone | 4135382641 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 College Street | AddressLine1 |
| City | South Hadley | City |
| State | MA | State |
| ZIP Code | 01075 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Ellen Rutan | Name |
| Title | Comptroller | Title |
| Phone | 4135382713 | 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
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mount Holyoke College | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Lynn Pasquerella | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 College Street | AddressLine1 |
| City | South Hadley | City |
| State | MA | State |
| ZIP Code | 01075 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 232053895 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.mtholyoke.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1836 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | Mount Holyoke College is a liberal arts college committed to educating a diverse residential community of women at the highest level of academic excellence and to fostering the alliance of liberal arts education with purposeful engagement in the world. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 29 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3211 | TotalNbrEmployees |
| Total Nbr Volunteers | 1945 | TotalNbrVolunteers |
| Total Gross UBI | -139816 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -883870 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 18722227 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 22564052 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 93282861 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 99935890 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 11680287 | InvestmentIncomePriorYear |
| Investment Income Current Year | 16123462 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 12938737 | OtherRevenuePriorYear |
| Other Revenue Current Year | 17717112 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 136624112 | TotalRevenuePriorYear |
| Total Revenue Current Year | 156340516 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 39362911 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 46217342 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 77374235 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 72918990 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 7078329 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 51476346 | OtherExpensePriorYear |
| Other Expenses Current Year | 53424422 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 168213492 | TotalExpensesPriorYear |
| Total Expenses Current Year | 172560754 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -31589380 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -16220238 | RevenuesLessExpensesCY |
| Total Assets BOY | 753801181 | TotalAssetsBOY |
| Total Assets EOY | 785096213 | TotalAssetsEOY |
| Total Liabilities BOY | 147346880 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 148655718 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 606454301 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 636440495 | NetAssetsOrFundBalancesEOY |
| Mission Description | Mount Holyoke College is a highly selective, nondenominational, residential, research liberal arts college for women. The College's long, distinguished history of educating leaders arises from a powerful combination of academic excellence in a global learning environment. As the first of the Seven Sisters-the female equivalent of the once predominantly male Ivy League-Mount Holyoke has led the way in women's education, preparing students for purposeful engagement in the world. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 113553539 | Expense |
| Grants | 46217342 | Grants |
| Revenue | 91756895 | Revenue |
| Description | *Instruction, Research, Academic Support and Library Services * Mount Holyoke College is home to approximately 2,200 undergraduate students who benefit from small group instruction in a diverse college community with a student-to-faculty ratio of 9 to 1. Mount Holyoke's 200 accomplished faculty members are innovative teachers dedicated to their students. They are also active scholars, research scientists, and creative artists passionate about their disciplines. The College offers 49 departmental and interdepartmental majors. Through the liberal arts education, students explore art, literature, languages, philosophy, politics, history, mathematics and science rather than choosing one specialized track of study. The liberal arts also transcend the classroom. Students gain a complex understanding of the world in which they live through internships, study abroad, community-based learning, volunteer work and independent research. An integral part of the college community, Library and Information Technology Services facilitates the creative use of information and technology. It supports the educational priorities of the College by providing instruction, materials, staff expertise and equipment to sustain learning, teaching, research and the College's administrative functions. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 24843447 | Expense |
| Grants | 0 | Grants |
| Revenue | 11972402 | Revenue |
| Description | *Student Services and Residential Life* Engagement, peer mentorship and self governance are the foundations of Mount Holyoke's residential program. To this end, most residence halls house members of all four classes. Approximately one-fourth of the rooms in each residence hall are for entering students. The result is an interesting blend of experience within each residence hall. The College offers housing in many configurations to meet the developing needs of students. Each residence hall is unique in design and character. Along with being committed to academic success, Mount Holyoke cares about the student's overall well being. The College offers a range of health, counseling and public safety services to support the needs of its students. The Office of Student Programs supports 150 student organizations and presents a wide array of cultural, entertainment and social events, in addition to advising on event planning, new ideas, leadership skills and general student organization dynamics. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8577296 | Expense |
| Grants | 0 | Grants |
| Revenue | 12933046 | Revenue |
| Description | *Dining Services* At Mount Holyoke College, dining is an integral part of a student's educational experience. Students meet at mealtimes in friendly conversation, often with faculty as their invited guests. This hospitality and exchange is an important tradition on campus. Dining Services is responsible for administering a comprehensive board program in six residential dining locations, the campus café, and seven continental breakfast locations, and is responsible for all campus center cash operations, vending, a bakery, and a warehouse. The qualified and experienced culinary production and service staff are committed to providing high quality and nutritious food in all dining operations. | 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 | 146974282 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | 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 | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | 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 | 1 | 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 | 1 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 683 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 3211 | 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 | BD | NameOfForeignCountry |
| Name Of Foreign Country | CH | NameOfForeignCountry |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | EI | NameOfForeignCountry |
| Name Of Foreign Country | FR | NameOfForeignCountry |
| Name Of Foreign Country | LU | NameOfForeignCountry |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Name Of Foreign Country | VI | 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 | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 29 | 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 | 1 | 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 | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Ellen Rutan - Comptroller | NamePerson |
| Telephone Number | 4135382713 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 College St | AddressLine1 |
| City | South Hadley | City |
| State | MA | State |
| ZIP Code | 010751444 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (42 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| Leslie A Miller | ||||||||
| Chair, Board of Trustees | 5 | X | 0 | 0 | 0 | |||
| Mindy McWilliams Lewis | ||||||||
| Vice Chair, Board of Trustees | 3 | X | 0 | 0 | 0 | |||
| Jeanne E Amster | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Janet Falik Aserkoff | ||||||||
| Alumna Trustee | 1 | X | 0 | 0 | 0 | |||
| Susan Bateson | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Barbara M Baumann | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Sava A Berhane | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Barbara Moakler Byrne | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Eleanor C Chang | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Ellen M Cosgrove | ||||||||
| Alumna Trustee | 1 | X | 0 | 0 | 0 | |||
| Mary Beth Topor Daniel | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Mary Graham Davis | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Lila Gierasch | ||||||||
| Alumna Trustee | 1 | X | 0 | 0 | 0 | |||
| Ludmila Schwarzenberg Hess | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Katherine L Kraschel | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Anthony Lake | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Guy R Martin | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Audrey A McNiff | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| Susan d'Olive Mozena | ||||||||
| Alumna Trustee | 1 | X | 0 | 0 | 0 | |||
| Richard E Neal | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Ellen Hyde Pace | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Elizabeth A Palmer | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Kavita N Ramdas | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Cynthia L Reed | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| H Jay Sarles | ||||||||
| Trustee | 2 | X | 0 | 0 | 0 | |||
| James Streibich | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Nancy J Vickers | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| David Wilson | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Margaret L Wolff | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Joanne Creighton | ||||||||
| President | 40 | X | 408328 | 0 | 74561 | X | ||
| Donal O'Shea | ||||||||
| Dean of Faculty & Vice President for Academic Affairs | 40 | 223892 | 0 | 51209 | X | |||
| Charles Haight | ||||||||
| Vice President for Development | 40 | 221141 | 0 | 25452 | X | |||
| Jane Brown | ||||||||
| Vice President for Enrollment & College Relations | 40 | 206199 | 0 | 34651 | X | |||
| Mary Jo Maydew | ||||||||
| Vice President for Finance & Administration, Treasurer | 32 | 169547 | 0 | 28026 | X | |||
| Penny Gill | ||||||||
| Dean of the College | 40 | 184803 | 0 | 25873 | X | |||
| Jesse Lytle | ||||||||
| Assistant to the President, Secretary of the College | 40 | 83849 | 0 | 31825 | X | |||
| George Cobb | ||||||||
| Professor of Mathematics & Statistics | 40 | 270722 | 0 | 54121 | X | |||
| Joseph Ellis | ||||||||
| Professor of History | 40 | 180123 | 0 | 40743 | X | |||
| Howard Nicholson | ||||||||
| Professor of Physics | 40 | 172844 | 0 | 40213 | X | |||
| Charlotte Patriquin | ||||||||
| Chief Information Officer and Executive Director of LITS | 40 | 155849 | 0 | 23820 | X | |||
| Anthony Lee | ||||||||
| Professor of Art History & Chair of Art & Art History | 40 | 152362 | 0 | 27680 | X | |||
| Lee Bowie | ||||||||
| Professor of Philosophy & former Dean of the College | 40 | 124982 | 0 | 36759 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2554641 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 494933 | TotalOtherCompensation |
| Number Individuals GT100 K | 91 | 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 | Business Name Line2NameOfContractor/NameBusiness/BusinessNameLine2 | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | Address Line2AddressOfContractor/AddressForeign/AddressLine2 | CityAddressOfContractor/AddressForeign/City | Province Or StateAddressOfContractor/AddressForeign/ProvinceOrState | CountryAddressOfContractor/AddressForeign/Country |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cambridge Associates LLC | |||||||||||
| 100 Summer Street | Boston | MA | 021102112 | Invest Mgt & Consulting | 962243 | ||||||
| LS Power Equity Partners PIE I | |||||||||||
| 1700 Broadway 35th Fl | NY | NY | 10019 | Invest Mgt & Consulting | 271227 | ||||||
| The Silchester International Investors | |||||||||||
| 780 Third Ave 42nd Fl | NY | NY | 10017 | Invest Mgt & Consulting | 246681 | ||||||
| Hill - Engineers Architects | |||||||||||
| 50 Depot Street | Dalton | MA | 01226 | Architectural Design | 238044 | Planners Inc | |||||
| Convexity Capital Offshore LP | |||||||||||
| Invest Mgt & Consulting | 202008 | c/o Intl Fund Svcs Ireland Ltd | 78 Sir John Rogersons Quay | Dublin | Ireland | EI | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 21 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 16810 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 2291176 | GovernmentGrants |
| All Other Contributions | 20256066 | AllOtherContributions |
| Noncash Contributions | 2162932 | NoncashContributions |
| Total Contributions | 22564052 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Tuition and Fees | 611310 | 87963488 | 87963488 | 0 | $0 |
| Room and Other Board | 611310 | 11972402 | 11972402 | 0 | $0 |
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 | 99935890 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13926771 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -1079141 | UnrelatedBusinessRevenue |
| Exclusion | $15,005,912 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| 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 |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15139 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $15,139 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 469165 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 432970 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 36195 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36195 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $36,195 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 74119477 | Securities |
| Other | 635488 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 72152726 | Securities |
| Other | 405548 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1966751 | Securities |
| Other | 229940 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2196691 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,196,691 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 7467 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 16810 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 6218 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1249 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1249 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 13111089 | GrossSalesOfInventory |
| Cost Of Goods Sold | 2715917 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10395172 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10126851 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 268321 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Educational Conferences | 721000 | 903143 | 232139 | 671004 | $0 |
| Fees, Service and Other Income | 611310 | 6366214 | 6366214 | 0 | $0 |
Miscellaneous Revenue MiscellaneousRevenue
| 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 Other Revenue | 7269357 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 156340516 | TotalRevenueColumn |
| Related Or Exempt Function Income | 116662343 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -139816 | UnrelatedBusinessRevenue |
| Exclusion | $17,253,937 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102500 | Total |
| Program Services | 102500 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45233128 | Total |
| Program Services | 45233128 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 881714 | Total |
| Program Services | 881714 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2170268 | Total |
| Program Services | 742232 | ProgramServices |
| Management And General | 1171393 | ManagementAndGeneral |
| Fundraising | 256643 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53642340 | Total |
| Program Services | 48209378 | ProgramServices |
| Management And General | 2931722 | ManagementAndGeneral |
| Fundraising | 2501240 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5466840 | Total |
| Program Services | 4897653 | ProgramServices |
| Management And General | 307350 | ManagementAndGeneral |
| Fundraising | 261837 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7684057 | Total |
| Program Services | 6905662 | ProgramServices |
| Management And General | 420318 | ManagementAndGeneral |
| Fundraising | 358077 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3955485 | Total |
| Program Services | 3554794 | ProgramServices |
| Management And General | 216365 | ManagementAndGeneral |
| Fundraising | 184326 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 507843 | Total |
| Program Services | 291020 | ProgramServices |
| Management And General | 191792 | ManagementAndGeneral |
| Fundraising | 25031 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 277792 | Total |
| Program Services | 39082 | ProgramServices |
| Management And General | 236050 | ManagementAndGeneral |
| Fundraising | 2660 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 190500 | Total |
| Program Services | 32500 | ProgramServices |
| Management And General | 158000 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5000 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 5000 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8252086 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 8252086 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3862515 | Total |
| Program Services | 2934841 | ProgramServices |
| Management And General | 798458 | ManagementAndGeneral |
| Fundraising | 129216 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88621 | Total |
| Program Services | 42978 | ProgramServices |
| Management And General | 39589 | ManagementAndGeneral |
| Fundraising | 6054 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5091912 | Total |
| Program Services | 4345331 | ProgramServices |
| Management And General | 420262 | ManagementAndGeneral |
| Fundraising | 326319 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1412837 | Total |
| Program Services | 1387026 | ProgramServices |
| Management And General | 19961 | ManagementAndGeneral |
| Fundraising | 5850 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4765 | Total |
| Program Services | 4765 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4409328 | Total |
| Program Services | 4097671 | ProgramServices |
| Management And General | 104560 | ManagementAndGeneral |
| Fundraising | 207097 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1402699 | Total |
| Program Services | 1034038 | ProgramServices |
| Management And General | 134626 | ManagementAndGeneral |
| Fundraising | 234035 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 291452 | Total |
| Program Services | 247255 | ProgramServices |
| Management And General | 32901 | ManagementAndGeneral |
| Fundraising | 11296 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5529598 | Total |
| Program Services | 4331314 | ProgramServices |
| Management And General | 1082657 | ManagementAndGeneral |
| Fundraising | 115627 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 422937 | Total |
| Program Services | 248650 | ProgramServices |
| Management And General | 136090 | ManagementAndGeneral |
| Fundraising | 38197 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10587949 | Total |
| Program Services | 10168267 | ProgramServices |
| Management And General | 186316 | ManagementAndGeneral |
| Fundraising | 233366 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2366511 | Total |
| Program Services | 1991281 | ProgramServices |
| Management And General | 356625 | ManagementAndGeneral |
| Fundraising | 18605 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Allocated Expenses | 0 | 71550 | -71550 | 0 |
| Alumnae Association Support | 2039316 | 0 | 0 | 2039316 |
| Payments to Life Income Beneficiaries | 733117 | 0 | 733117 | 0 |
| Equipment Maintenance & Repair | 1791613 | 1687251 | 43675 | 60687 |
| Public Safety Collaborative Expenses | 2108011 | 2108011 | 0 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2048020 | Total |
| Program Services | 1384390 | ProgramServices |
| Management And General | 600780 | ManagementAndGeneral |
| Fundraising | 62850 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 172560754 | Total |
| Program Services | 146974282 | ProgramServices |
| Management And General | 18508143 | ManagementAndGeneral |
| Fundraising | 7078329 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5654552 | BOY |
| EOY | 6314241 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29297395 | BOY |
| EOY | 27026380 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2550463 | BOY |
| EOY | 2437484 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 378021 | BOY |
| EOY | 483314 | 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 | 33180 | BOY |
| EOY | 116230 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 773205 | BOY |
| EOY | 751746 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2196890 | BOY |
| EOY | 1781462 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 337133382 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 155023020 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 183769740 | BOY |
| EOY | 182110362 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110161835 | BOY |
| EOY | 110174360 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 396585215 | BOY |
| EOY | 429586482 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17195150 | BOY |
| EOY | 17917136 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5205535 | BOY |
| EOY | 6397016 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 753801181 | BOY |
| EOY | 785096213 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10371372 | BOY |
| EOY | 9465749 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2162037 | BOY |
| EOY | 1691993 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88020411 | BOY |
| EOY | 86085325 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3500000 | BOY |
| EOY | 3700000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43293060 | BOY |
| EOY | 47712651 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 147346880 | BOY |
| EOY | 148655718 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120343742 | BOY |
| EOY | 73437254 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 256244332 | BOY |
| EOY | 339610744 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 229866227 | BOY |
| EOY | 223392497 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 606454301 | BOY |
| EOY | 636440495 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 753801181 | BOY |
| EOY | 785096213 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $5,000 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 5000 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchC_P2B_S00_L01 | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1 | ReturnReference |
| Explanation | The College pays membership dues to organizations that address state and federal regulatory issues for the collective benefit of member institutions. The organizations notify the College of the amount of membership dues used for lobbying expense. | Explanation |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 77700 | RevenuesIncluded |
| Assets In Part X | 9678175 | AssetsInPartX |
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 Preservation | X | CollectUsedForPreservation |
| 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 | 503167897 | BeginningOfYearBalance |
| Contributions | 6071042 | Contributions |
| Investment Earnings Or Losses | 60421588 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7082487 | GrantsOrScholarships |
| Other Expenditures | 19394159 | OtherExpenditures |
| Administrative Expenses | 9600451 | AdministrativeExpenses |
| End Of Year Balance | 533583430 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 662904332 | BeginningOfYearBalance |
| Contributions | 3515032 | Contributions |
| Investment Earnings Or Losses | -127229846 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6613057 | GrantsOrScholarships |
| Other Expenditures | 20145463 | OtherExpenditures |
| Administrative Expenses | 9263101 | AdministrativeExpenses |
| End Of Year Balance | 503167897 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.1474 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.8521 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.0005 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | 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 | 22082618 | OtherCostOrOtherBasis |
| Book Value | 22082618 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 151392705 | OtherCostOrOtherBasis |
| Depreciation | 46051334 | Depreciation |
| Book Value | 105341371 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 69253425 | OtherCostOrOtherBasis |
| Depreciation | 32285935 | Depreciation |
| Book Value | 36967490 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 49590260 | OtherCostOrOtherBasis |
| Depreciation | 43826458 | Depreciation |
| Book Value | 5763802 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 44814374 | OtherCostOrOtherBasis |
| Depreciation | 32859293 | Depreciation |
| Book Value | 11955081 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 182110362 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Equity Mutual/Comingled Funds | 143586848 | F |
| Hedge Funds | 120581047 | F |
| Inflation Hedging | 56629689 | F |
| Debt Related | 24857343 | F |
| Venture Capital | 78645540 | F |
| Other | 5286015 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 429586482 | TotalOfBookValueSecurities |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Grants Receivable | Description |
| Book Value | 17917136 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 17917136 | TotalOfBookValueProgramRelated |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Assets | Description |
| Book Value | 6397016 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 6397016 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Interest Rate Swap Liability | $12,894,489 |
| FAS 158 Pension Liability | $2,980,540 |
| Fin 47 Conditional Asset Retirement Obligation | $8,582,429 |
| Pension 457(b) Liability | $367,608 |
| Refundable Government Advances | $4,625,691 |
| Split Interest Obligation | $18,261,894 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 47712651 | TotalOfAmounts |
| Total Revenue | 156340516 | TotalRevenue |
| Total Expenses | 172560754 | TotalExpenses |
| Excess Or Deficit For Year | -16220238 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 50493124 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | -$4,276,308 | OtherAmount |
| Total Adjustments | 46216816 | TotalAdjustments |
| Excess Or Deficit Per FS | 29996578 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 198977568 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 50493123 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | -10048826 | OtherRevenues |
| Revenue Not Rptd F990 | 40444297 | RevenueNotRptdF990 |
| Revenue Subtotal | 158533271 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -2192755 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -2192755 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 156340516 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 165695594 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 4866797 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 4866797 | ExpensesNotRptdF990 |
| Expenses Subtotal | 160828797 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 11731957 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 11731957 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 172560754 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P03_S00_L04 | Schedule D, Part III, Line 4 | The College maintains more than 15,000 works of art from antiquity to the present that comprise the permanent collection of the Mount Holyoke College Art Museum. This culturally and chronologically diverse collection is an important teaching and learning resource for faculty and students in all disciplines, and serves as a major cultural resource for area schools and the general public. Dedicated to providing firsthand experiences with works of significant aesthetic and cultural value, the Museum staff develop exhibitions that aim to provide aesthetic enjoyment, stimulate inquisitive looking and encourage the understanding of the artistic achievements represented by a diversity of cultures and time periods. The Museum selects works of art to install in the Art Museum's ten galleries and reception hall on a rotating basis and produces four to six special exhibitions each year in addition to its display from the permanent collection. Each exhibition is carefully chosen to support the curriculum of the College and to appeal to the greater community. |
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | Mount Holyoke's endowment consists of approximately 1,500 funds established for a variety of purposes, including both donor restricted endowment funds and funds designated by the College to function as endowments. Less than 25% of the endowment support of the College's operation is unrestricted. Most of the endowed funds contain specific restrictions for the support of critical functions such as financial aid for students with demonstrated need, faculty salaries, library purchases, student and faculty research, internships and departmental programming. The endowment provides approximately 20% of the College's annual operating budget revenues. |
| SchD_P10_S00_L00 | Schedule D, Part X | Not applicable. |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | Other includes Willits subsidy of -233,848, Willits internal sales of 23,148, change in value of interest rate swaps of -3,285,397, other endowment changes of 3,314,579, and change in split interest obligations of -4,094,790. |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Other includes Willits Hallowell revenue of 1,500,992, change in split interest obligation of -4,094,790, investment expenses of -10,048,826 and other endowment changes of 3,314,579. |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Other includes cost of goods sold of -2,715,917, fundraising expenses of -6,218, faculty housing of -432,970 and interest payment on swap 962,350. |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Other changes include cost of goods sold of 2,715,917, Willits expense of 1,734,840, Willits internal sales of -23,148, faculty housing expense of 432,970, and fundraising expense of 6,218. |
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 | The College follows a nondisciminatory policy toward faculty, students and staff, and with regard to students, includes this policy in most brochures and catalogues dealing with student admissions, programs and scholarships. Mount Holyoke's 2,200 students hail from 48 states and nearly 70 countries and the College demonstrates its commitment to diversity by enrolling students of racial minority groups in meaningful numbers. The racially diverse student body consists of approximately 20% who are international citizens. Out of domestic students, 28% identify as African American, Asian American, Latina, Native American or multiracial. | 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 receives federal grants for faculty research and student scholarships. | 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 (20 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | Grant aid to qualifying students studying abroad. | 17537 |
| Central America and the Caribbean | 0 | 0 | Program Services | Faculty scholarly work. | 1136 |
| Central America and the Caribbean | 0 | 0 | Program Services | Cultural immersion program in Costa Rica. | 53868 |
| Central America and the Caribbean | 0 | 0 | Investments | ||
| East Asia and the Pacific | 1 | 1 | Program Services | The College has an agent who coordinates a summer study abroad program in Beijing, China. The College also offers cultural immersion programs and grant aid to qualifying students studying abroad. | 202302 |
| East Asia and the Pacific | 0 | 0 | Program Services | Faculty scholarly work. | 8911 |
| East Asia and the Pacific | 0 | 0 | Program Services | Student recruiting and outreach. | 2839 |
| East Asia and the Pacific | 0 | 0 | Fundraising | Meeting with alumnae. | 2796 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | The College made tuition payments directly to two colleges in England for students who attended these colleges for their junior year abroad. The College also offers cultural immersion programs and grant aid to qualifying students studying abroad. | 743224 |
| Europe (including Iceland and Greenland) | 1 | 1 | Program Services | The College has an agent in Montpellier, France who is responsible for all study abroad administration and coordination in France. | 386030 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | Faculty scholarly work. | 56679 |
| Europe (including Iceland and Greenland) | 0 | 0 | Fundraising | Meeting with alumnae. | 2207 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | Student recruiting. | 2133 |
| Middle East and North Africa | 0 | 0 | Program Services | Grant aid to qualifying students studying abroad. | 9586 |
| Middle East and North Africa | 0 | 0 | Program Services | Student recruiting and outreach. | 4699 |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Program Services | Faculty scholarly work and meetings. | 13986 |
| South America | 0 | 0 | Program Services | Grant aid to qualifying students studying abroad. | 55744 |
| South America | 0 | 0 | Program Services | Faculty scholarly work. | 1894 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Grant aid to qualifying students studying abroad and cultural immersion programs. | 44525 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Faculty scholarly work. | 1311 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 2 | TotalNumberOfOffices |
| Total Number Of Employees | 2 | TotalNumberOfEmployees |
| Total Amount Spent | 1611407 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (6 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| The College awards financial aid to qualifying students who participate in the Junior Year Abroad Program and attend a college or university outside the United States. | Central America and the Caribbean | 4 | 17490 | A check is mailed to each individual's bank account. |
| The College awards financial aid to qualifying students who participate in the Junior Year Abroad Program and attend a college or university outside the United States. | Europe (including Iceland and Greenland) | 79 | 649545 | A check is mailed to each individual's bank account. |
| The College awards financial aid to qualifying students who participate in the Junior Year Abroad Program and attend a college or university outside the United States. | East Asia and the Pacific | 14 | 138424 | A check is mailed to each individual's bank account. |
| The College awards financial aid to qualifying students who participate in the Junior Year Abroad Program and attend a college or university outside the United States. | Middle East and North Africa | 2 | 9586 | A check is mailed to each individual's bank account. |
| The College awards financial aid to qualifying students who participate in the Junior Year Abroad Program and attend a college or university outside the United States. | South America | 7 | 55744 | A check is mailed to each individual's bank account. |
| The College awards financial aid to qualifying students who participate in the Junior Year Abroad Program and attend a college or university outside the United States. | Sub-Saharan Africa | 2 | 10925 | A check is mailed to the individual's bank account. |
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 | All financial aid grants and scholarships to students are recorded in the financial aid management software, PowerFAIDS, by amount per semester. Financial services staff determine student eligibility based on a consistently applied need analysis formula which calculates the expected family contribution. (EFC). The EFC is subtracted from the total cost of attendance to equal the financial aid eligibility. The financial aid grant amount is determined based on consistently applied packaging formulas to meet the full calculated need of each student. Financial aid grant funds are monitored through the financial aid management software, PowerFAIDS, through fund tracking in the administration module. When requested by an institution for a student studying abroad, the College will complete a Financial Aid Information Sheet which includes detailed information about the types and amounts of financial aid being provided to the student, along with the total anticipated disbursement amount and the anticipated disbursement date to the student. Students use the financial aid funds they receive to pay the bill due to the foreign institution directly. In very rare instances, the College is contacted by the institution regarding an unpaid bill. The College will then contact the student to remind her that she is responsible for paying the institution using the funds sent to her (vs. MHC sending the funds directly to the institution). This usually occurs due to a misunderstanding and the situation is resolved promptly. Grant policy and procedures are reviewed annually by management. Staff who will be awarding financial aid grant funds are trained to adhere to these policies and procedures. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Friends of Athletics | NameOfEvent1 |
| Gross Receipts Event1 | 24277 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 16810 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 7467 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 1859 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 0 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 4358 | OtherDirectExpensesEvent1 |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Gross Receipts Total | 24277 | GrossReceiptsTotal |
| Charitable Contributions Total | 16810 | CharitableContributionsTotal |
| Gross Revenue Total Events | 7467 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 1859 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 0 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 0 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 4358 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 6217 | DirectExpenseSummaryEvents |
| Net Income Summary | 1250 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | Address Line2AddressUS/AddressLine2 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|
| WFCR | |||||||||
| University of Massachusetts | Hampshire House | Amherst | MA | 01003 | 046130523 | 501(c)(3) | 32250 | 0 | General support for local public radio station. |
| Town of South Hadley | |||||||||
| 116 Main Street | South Hadley | MA | 01075 | 046001303 | Government Entity | 70250 | Out of the total grant amount, $60,000 is for the purchase of land for a town park and $10,250 is for support services including ambulatory services. | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Fellowships and student financial aid for tuition, room and board expenses at Mount Holyoke College and other institutions within the United States. | TypeOfGrant |
| Number Of Recipients | 1802 | NumberOfRecipients |
| Amount Of Cash Grant | 45233128 | AmountOfCashGrant |
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 | All financial aid grants and scholarships to students are recorded in the financial aid management software, PowerFAIDS, by amount per semester. Financial services staff determine student eligibility based on a consistently applied need analysis formula which calculates the expected family contribution. (EFC). The EFC is subtracted from the total cost of attendance to equal the financial aid eligibility. The financial aid grant amount is determined based on consistently applied packaging formulas to meet the full calculated need of each student. Financial aid grant funds are monitored through the financial aid management software, PowerFAIDS, through fund tracking in the administration module. Staff who will be awarding financial aid grant funds are trained to adhere to these policies and procedures. Infrequently, at the discretion of the President or Vice President for Finance and Administration, the College makes donations to support the town or local non profit organizations. In these instances, the College generally does not monitor the ultimate use of the funds as these amounts are unrestricted grants to municipalities and local organizations that are recognized as being described in Internal Revenue Code Section 501(c)(3). In certain instances when the College grants funds for specified use by the town, the College maintains a written agreement that such grant will be used for the designated purpose. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| 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 | 0 | 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 | 0 | 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 (12 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 | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Joanne Creighton | |||||||||||||
| 373730 | 0 | 0 | 0 | 34599 | 0 | 25725 | 0 | 49343 | 0 | 483397 | 0 | 0 | 0 |
| Donal O'Shea | |||||||||||||
| 214352 | 0 | 0 | 0 | 9540 | 0 | 22995 | 0 | 28739 | 0 | 275626 | 0 | 0 | 0 |
| Charles Haight | |||||||||||||
| 216848 | 0 | 0 | 0 | 4293 | 0 | 22995 | 0 | 2982 | 0 | 247118 | 0 | 0 | 0 |
| Jane Brown | |||||||||||||
| 206199 | 0 | 0 | 0 | 0 | 0 | 21945 | 0 | 13231 | 0 | 241375 | 0 | 0 | 0 |
| Mary Jo Maydew | |||||||||||||
| 169547 | 0 | 0 | 0 | 0 | 0 | 18396 | 0 | 10096 | 0 | 198039 | 0 | 0 | 0 |
| Penny Gill | |||||||||||||
| 184803 | 0 | 0 | 0 | 0 | 0 | 19583 | 0 | 6765 | 0 | 211151 | 0 | 0 | 0 |
| Joseph Ellis | |||||||||||||
| 180123 | 0 | 0 | 0 | 0 | 0 | 19950 | 0 | 21276 | 0 | 221349 | 0 | 0 | 0 |
| Howard Nicholson | |||||||||||||
| 172844 | 0 | 0 | 0 | 0 | 0 | 19250 | 0 | 21016 | 0 | 213110 | 0 | 0 | 0 |
| Charlotte Patriquin | |||||||||||||
| 153960 | 0 | 0 | 0 | 1889 | 0 | 16485 | 0 | 7759 | 0 | 180093 | 0 | 0 | 0 |
| Anthony Lee | |||||||||||||
| 131764 | 0 | 0 | 0 | 20598 | 0 | 12915 | 0 | 15106 | 0 | 180383 | 0 | 0 | 0 |
| George Cobb | |||||||||||||
| 70208 | 0 | 0 | 0 | 200514 | 0 | 6904 | 0 | 47398 | 0 | 325024 | 0 | 0 | 0 |
| Lee Bowie | |||||||||||||
| 124982 | 0 | 0 | 0 | 0 | 0 | 14438 | 0 | 22689 | 0 | 162109 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | The College's Companion Travel Policy states that in occasional authorized circumstances the College will pay or reimburse for travel, meals and expenses of the spouse/partner of an officer. Specifically, while performing her official duties in the areas of development, alumni relations and other business of the College, the President may be accompanied by her spouse/partner, who is expected to make an important contribution to achieving the purpose 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/partner. Under the accountable travel plan of the College, all expenses must be documented and receipts provided. In addition, when companion travel is necessary for business purposes and is paid by the College, the following conditions must be met in order to exclude travel costs from the taxable income of the employee: 1. The spouse/partner attends and contributes to the official function. 2. The purpose of the travel, the activities of the spouse/partner relating to College business and the expenses incurred are fully documented. Any spouse/partner travel other than that of the President must be approved, in advance, by the President. The Board of Trustees recognizes the unique role the President and other senior administrators play in supporting alumnae and development activities, campus events, and other official functions. Accordingly, as a condition of employment and for the convenience of the College, College owned or leased housing is provided to the President and the Dean of Faculty to fulfill these duties. Such housing provided to the President is approved by the Board of Trustees and housing provided to other senior administrators is approved by the President. An amount is included as a nontaxable benefit for the personal use of College provided housing. For the President's house, the College provides custodial personnel and appropriate equipment and supplies necessary to keep the residence's appearance and cleanliness at acceptable standards. The cost for cleaning the personal quarters of the President's house is included in the Form W-2 of the President. The College pays for the President's membership in a social club to provide a location for New York City College related events and meetings. Since this membership is exclusively for business related events, no amounts are included in compensation or benefits. |
| SchJ_P01_S00_L03 | Schedule J, Part I, Line 3 | For a description of the process used to determine the President's compensation, please refer to Schedule O, Part VI, Section B, Line 15. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Massachusetts Development Finance Agency | BusinessNameLine1 |
| Business Name Line2 | Mount Holyoke College Issue Series 2008 | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 043431814 | IssuerEIN |
| CUSIP Number | 57583RUS2 | CUSIPNumber |
| Date Issued | 2008-03-27 | DateIssued |
| Issue Price | 40231354 | IssuePrice |
| Description Of Purpose | Construct and equip campus facilities | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 40231354 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Amount Defeased | 0 | AmountDefeased |
| Amount Unspent | 0 | AmountUnspent |
| Issuance Costs From Proceeds | 456354 | IssuanceCostsFromProceeds |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 39775000 | CapitalExpenditures |
| Year Of Subst Completion | 2008 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 1 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 0 | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.0267 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.0267 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Loan Table LoanTable (3 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| Joanne Creighton | ||||||
| Split Dollar Receivable | X | $327,600 | 289136 | 0 | 1 | 1 |
| Jane Brown | ||||||
| Shared Appreciation Mortgage | X | $57,875 | 57875 | 0 | 1 | 1 |
| Jesse Lytle | ||||||
| Home Mortgage | X | $167,000 | 136303 | 0 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 483314 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Michael Crowley | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Spouse of VP for Finance & Admin | Relationship |
| Amount Of Transaction | 93238 | AmountOfTransaction |
| Description Of Transaction | Comp as Dir of Networking MHC | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 67700 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Opinions of experts | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 10000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Opinions of experts | MethodOfDeterminingRevenues |
Boats And Planes BoatsAndPlanes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair value | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 240 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2074184 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Laser printers | 2 | 1998 | Fair value |
| X | Microscope | 1 | 1800 | Fair value |
| X | Saddle | 1 | 3750 | Fair value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 3 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchM_P01_S00_L32b | Identifier |
| Return Reference | Schedule M, Part I, Line 32b | ReturnReference |
| Explanation | For gifts of tangible real or personal property, the College engages the services of an auction house or real estate agent to sell the property and transfer the proceeds to the College. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L07a | Form 990, Part VI, Section A, Line 7a | According to the College's by-laws, five Trustees known as Alumna Trustees, shall be elected by the alumnae in accordance with the by-laws of the Alumnae Association. One Alumna Trustee shall be elected by the alumnae in accordance with the by-laws of the Alumnae Association. One Alumna Trustee shall be elected each year to serve for a period of five years. In addition, the President of the Alumnae Association shall serve as a sixth Alumna Trustee during her three-year term of office. The election of Trustees, other than Alumnae Trustees, may be held at any regular or special meeting provided that written notice of such election, including the names of nominees, has been made at least seven days prior to the meeting. Nominations shall be made by the Nominating and Governance Committee. A two-thirds vote of the Trustees present at a duly called meeting shall be necessary for election of a Trustee. |
| F990_P06_S0B_L11 | Form 990, Part VI, Section B, Line 11 | Annual review of the College's Form 990 is delegated to the Audit Committee. The Nominating and Governance Committee is responsible for reviewing the sections of the Form 990 that pertain to compensation and reporting back to the Audit Committee. This process permits the group of Trustees (the Audit Committee) who are most knowledgeable to review the document on behalf of the entire Board. The Audit Committee reports their findings to the Board of Trustees and the complete copy of the Form 990 is provided to each member prior to filing. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | The College requires each member of the Board of Trustees to complete and file a Conflict of Interest Disclosure Form with the Secretary of the Board of Trustees annually. If a Trustee does not return the form then the Assistant to the Board of Trustees sends a second form for completion. If that is not returned, then the Trustee is asked to complete and submit the form at the next Board of Trustee meeting. In addition, each key employee is asked to complete and file a Conflict of Interest Disclosure Form annually. The information on the submitted forms is summarized by the Vice President for Finance and Administration who provides a copy of the summary to the Audit Committee annually. The Audit Committee reviews the information disclosed and advises the President and the Chair of the Board as to potential conflicts. The Audit Committee may, at its discretion, delegate this annual review to the Chair of the Committee. By signing the Annual Conflict of Interest Disclosure Form, each individual agrees to answer any questions that Board members may have about potential conflicts. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | Annually, the Human Resources Department assembles comparative salary data for all senior/executive positions at the College including: President and all Vice Presidents (Vice President for Academic Affairs/Dean of the Faculty, Vice President for Finance and Administration, Vice President for Advancement/Development, Vice President of Student Affairs/Dean of the College, and Vice President for Enrollment and College Relations) and the Assistant/Senior Advisor to the President. This process was last undertaken in May 2010 for each of the positions mentioned above. Salary data for these executive positions is compiled from the Administrative Compensation Survey conducted annually by the College and University Professional Association for Human Resources (CUPA-HR) and assembled and analyzed using several views (25th and 75th percentiles, median, and mean) for salary data from all private independent institutions by comparable budget quartile as Mount Holyoke College, and from a selection of participating Consortium on Financing Higher Education (COFHE) institutions. In addition, Mount Holyoke College participates in a survey on executive total compensation which is conducted annually by a third party compensation consultant (currently conducted by the Pierson Group). Twenty-five of the College's peer institutions also participate in this survey. Salary data from this survey is analyzed in a similar fashion to the CUPA-HR data. This salary data, along with salaries of current Mount Holyoke College incumbents, is assembled and shared with the Chair of the Board of Trustees and with the Chair of the Nominating and Governance Committee. The data is then presented to the full Nominating and Governance Committee for discussion and decision on what salary adjustments, if any, will be recommended and brought to the full Board for a vote at their executive session. The Chair of the Board of Trustees is responsible for the oversight of the review of performance of the President. The President is responsible for oversight of performance management for the Vice Presidents. With regard to the President's compensation, in addition to comparative salary data, the Human Resources Department also assembles a summary report of Presidential "total" compensation. This report is also reviewed by and discussed with the Nominating and Governance Committee and shared with the entire Board at their executive session. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | The College makes its bylaws, conflict of interest policy and financial statements available to the public via the Mount Holyoke College website. In addition, the audited financial statements and the Form 990 are available on the website of the Massachusetts Attorney General. |
| SchK_P03_S00_L03b | Schedule K, Part III, Line 3b | The College receives government grant funding for basic research for the advancement of scientific knowledge with no commercial objective. Some research takes place in campus facilities that were constructed or renovated using tax exempt bond proceeds; however, the College meets the safe harbor for reporting this research as not being private use. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | Address Line2AddressUS/AddressLine2 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|
| Willits Hallowell Center Inc | ||||||||||
| c/o Mount Holyoke College | 50 College Street | South Hadley | MA | 01075 | 042565823 | Food sales and facility rental for College functions. | MA | 501(c)(3) | 11(d) | N/A |
| Alumnae Association of Mount Holyoke College | ||||||||||
| c/o Mount Holyoke College | 50 College Street | South Hadley | MA | 01075 | 042105894 | To advance interest in MHC by fostering the relationship between the College and the alumnae. | MA | 501(c)(3) | 11(a) | N/A |
| Associated Kyoto Program Inc | ||||||||||
| Smith College Controllers Office | College Hall Room 204 | Northampton | MA | 01063 | 042996114 | To provide educational exchange at Doshisa University in Kyoto, Japan for American college students. | MA | 501(c)(3) | 11(d) | N/A |
| Center Redevelopment Corporation | ||||||||||
| 17 College Street | South Hadley | MA | 01075 | 042939950 | Real estate investment and management. | MA | 501(c)(3) | 11(a) | N/A | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (28 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Business Name Line2NameOfRelatedOrg/BusinessNameLine2 | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| The Center Business Corporation | |||||||||||||
| 17 College Street | South Hadley | MA | 01075 | 042983326 | Small business investment | MA | N/A | C | 565 | 13176 | 1 | ||
| EB Unitrust | |||||||||||||
| BNY Mellon Ctr | Boston | MA | 02108 | 043360903 | Charitable Trust | MA | N/A | T | 118006 | 0.65 | c/o BNY Mellon | 201 Washington St | |
| MDC Trust | |||||||||||||
| BNY Mellon Ctr | Boston | MA | 02108 | 043458603 | Charitable Trust | MA | N/A | T | 137064 | 0.79 | c/o BNY Mellon | 201 Washington St | |
| CC Unitrust | |||||||||||||
| BNY Mellon Ctr | Boston | MA | 02108 | 046732296 | Charitable Trust | MA | N/A | T | 332539 | 0.78 | c/o BNY Mellon | 201 Washington St | |
| JF Unitrust | |||||||||||||
| BNY Mellon Ctr | Boston | MA | 02108 | 046845125 | Charitable Trust | MA | N/A | T | 46571 | 0.72 | c/o BNY Mellon | 201 Washington St | |
| MCF Unitrust | |||||||||||||
| BNY Mellon Ctr | Boston | MA | 02108 | 046921565 | Charitable Trust | MA | N/A | T | 57623 | 0.7 | c/o BNY Mellon | 201 Washington St | |
| MF Charitable Remainder Unitrust | |||||||||||||
| BNY Mellon Ctr | Boston | MA | 02108 | 046933994 | Charitable Trust | MA | N/A | T | 178395 | 0.6 | c/o BNY Mellon | 201 Washington St | |
| BJG Unitrust | |||||||||||||
| BNY Mellon Ctr | Boston | MA | 02108 | 046603570 | Charitable Trust | MA | N/A | T | 35456 | 0.65 | c/o BNY Mellon | 201 Washington St | |
| HS Unitrust | |||||||||||||
| BNY Mellon Ctr | Boston | MA | 02108 | 046790550 | Charitable Trust | MA | N/A | T | 121468 | 0.93 | c/o BNY Mellon | 201 Washington St | |
| CLJ Unitrust | |||||||||||||
| BNY Mellon Ctr | Boston | MA | 02108 | 026088814 | Charitable Trust | MA | N/A | T | 80603 | 0.93 | c/o BNY Mellon | 201 Washington St | |
| MJ Unitrust | |||||||||||||
| BNY Mellon Ctr | Boston | MA | 02108 | 043217331 | Charitable Trust | MA | N/A | T | 61140 | 0.82 | c/o BNY Mellon | 201 Washington St | |
| MRJ Unitrust | |||||||||||||
| BNY Mellon Ctr | Boston | MA | 02108 | 043343634 | Charitable Trust | MA | N/A | T | 103755 | 0.68 | c/o BNY Mellon | 201 Washington St | |
| BBK Trust | |||||||||||||
| BNY Mellon Ctr | Boston | MA | 02108 | 046929303 | Charitable Trust | MA | N/A | T | 46619 | 0.51 | c/o BNY Mellon | 201 Washington St | |
| DCL Trust | |||||||||||||
| BNY Mellon Ctr | Boston | MA | 02108 | 046882822 | Charitable Trust | MA | N/A | T | 56733 | 0.7 | c/o BNY Mellon | 201 Washington St | |
| MM Unitrust | |||||||||||||
| BNY Mellon Ctr | Boston | MA | 02108 | 136533040 | Charitable Trust | MA | N/A | T | 285606 | 0.56 | c/o BNY Mellon | 201 Washington St | |
| SM Unitrust | |||||||||||||
| BNY Mellon Ctr | Boston | MA | 02108 | 046823646 | Charitable Trust | MA | N/A | T | 66348 | 0.69 | c/o BNY Mellon | 201 Washington St | |
| SN Trust | |||||||||||||
| BNY Mellon Ctr | Boston | MA | 02108 | 206804046 | Charitable Trust | MA | N/A | T | 65580 | 0.51 | c/o BNY Mellon | 201 Washington St | |
| BJP Charitable Unitrust | |||||||||||||
| BNY Mellon Ctr | Boston | MA | 02108 | 046946865 | Charitable Trust | MA | N/A | T | 59448 | 0.56 | c/o BNY Mellon | 201 Washington St | |
| MT Unitrust | |||||||||||||
| BNY Mellon Ctr | Boston | MA | 02108 | 043360901 | Charitable Trust | MA | N/A | T | 61623 | 0.7 | c/o BNY Mellon | 201 Washington St | |
| SB Trust | |||||||||||||
| 50 College St | South Hadley | MA | 01075 | Charitable Trust | MA | N/A | T | 143671 | 0.76 | c/o Mount Holyoke College | |||
| MBB Trust | |||||||||||||
| 50 College Street | South Hadley | MA | 01075 | Charitable Trust | MA | N/A | T | 86400 | 0.97 | c/o Mount Holyoke College | |||
| CMM Trust | |||||||||||||
| 50 College St | South Hadley | MA | 01075 | Charitable Trust | MA | N/A | T | 116589 | 0.67 | c/o Mount Holyoke College | |||
| EB Unitrust | |||||||||||||
| 50 College St | South Hadley | MA | 01075 | Charitable Trust | MA | N/A | T | 76403 | 0.86 | c/o Mount Holyoke College | |||
| MF Unitrust #2 | |||||||||||||
| 50 College St | South Hadley | MA | 01075 | Charitable Trust | MA | N/A | T | 1256602 | 0.61 | c/o Mount Holyoke College | |||
| MF Unitrust #1 | |||||||||||||
| 50 College St | South Hadley | MA | 01075 | Charitable Trust | MA | N/A | T | 515691 | 0.61 | c/o Mount Holyoke College | |||
| EPG Unitrust | |||||||||||||
| 50 College St | South Hadley | MA | 01075 | Charitable Trust | MA | N/A | T | 235430 | 1 | c/o Mount Holyoke College | |||
| RIS Trust | |||||||||||||
| 50 College St | South Hadley | MA | 01075 | Charitable Trust | MA | N/A | T | 23553 | 0.76 | c/o Mount Holyoke College | |||
| JAS Trust | |||||||||||||
| 50 College Street | South Hadley | MA | 01075 | Charitable Trust | MA | N/A | T | 316456 | 1 | c/o Mount Holyoke College | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | 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 | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Willits Hallowell Center Inc | |
| k | 190740 |
| Willits Hallowell Center Inc | |
| l | 432967 |
| Willits Hallowell Center Inc | |
| m | 350000 |
| Willits Hallowell Center Inc | |
| q | 233848 |