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TRUSTEES OF THE SMITH COLLEGE: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
TRUSTEES OF THE SMITH COLLEGE (EIN 04-1843040)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-16
IRS object ID
201141369349302479
Schema version
2009v1.7
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-16T09:50:58-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line160 South StreetAddressLine1
CityBostonCity
StateMAState
ZIP Code02111ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN041843040EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE TRUSTEES OF THE SMITH COLLEGEBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlTRUSNameControl
Phone4135852200Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1COLLEGE HALL 204 10 ELM STREETAddressLine1
CityNORTHAMPTONCity
StateMAState
ZIP Code010636304ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRUTH CONSTANTINEName
TitleVP FINANCE&TREASURERTitle
Phone4135852000Phone
Date Signed2011-05-13DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
Phone6179881000Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

FieldValueIRS element (for citing)
Business Name Line1Smith CollegeBusinessNameLine1
FieldValueIRS element (for citing)
Name Of Principal Officer PersonCarol T ChristNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1COLLEGE HALL 204 10 ELM STAddressLine1
CityNORTHAMPTONCity
StateMAState
ZIP Code01063ZIPCode
FieldValueIRS element (for citing)
Gross Receipts382562740GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.SMITH.EDUWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1871YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionSMITH COLLEGE EDUCATES WOMEN OF PROMISE FOR LIVES OF DISTINCTION. A COLLEGE OF AND FOR THE WORLD, SMITH LINKS THE POWER OF THE LIBERAL ARTS TO EXCELLENCE IN RESEARCH AND SCHOLARSHIP. SEE SCHEDULE O.ActivityOrMissionDescription
Nbr Voting Members Governing Body38NbrVotingMembersGoverningBody
Nbr Independent Voting Members37NbrIndependentVotingMembers
Total Nbr Employees4428TotalNbrEmployees
Total Nbr Volunteers5241TotalNbrVolunteers
Total Gross UBI-2078884TotalGrossUBI
Net Unrelated Business Txbl Income-2341536NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year57438196ContributionsGrantsPriorYear
Contributions Grants Current Year44896207ContributionsGrantsCurrentYear
Program Service Revenue Prior Year145222070ProgramServiceRevenuePriorYear
Program Service Revenue CY150597365ProgramServiceRevenueCY
Investment Income Prior Year3480585InvestmentIncomePriorYear
Investment Income Current Year42574114InvestmentIncomeCurrentYear
Other Revenue Prior Year5168624OtherRevenuePriorYear
Other Revenue Current Year6761311OtherRevenueCurrentYear
Total Revenue Prior Year211309475TotalRevenuePriorYear
Total Revenue Current Year244828997TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year52984853GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY56679220GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year112022090SalariesEtcPriorYear
Salaries Etc Current Year111125072SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year134655TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY109205TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year6301366TotalFundrsngExpCurrentYear
Other Expense Prior Year76063069OtherExpensePriorYear
Other Expenses Current Year84346076OtherExpensesCurrentYear
Total Expenses Prior Year241204667TotalExpensesPriorYear
Total Expenses Current Year252259573TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-29895192RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-7430576RevenuesLessExpensesCY
Total Assets BOY1691743756TotalAssetsBOY
Total Assets EOY1833835952TotalAssetsEOY
Total Liabilities BOY269488991TotalLiabilitiesBOY
Total Liabilities EOY274333573TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1422254765NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1559502379NetAssetsOrFundBalancesEOY
Mission DescriptionSMITH COLLEGE EDUCATES WOMEN OF PROMISE FOR LIVES OF DISTINCTION. A COLLEGE OF AND FOR THE WORLD, SMITH LINKS THE POWER OF THE LIBERAL ARTS TO EXCELLENCE IN RESEARCH AND SCHOLARSHIP. SEE SCHEDULE O.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense191687603Expense
Grants50742305Grants
Revenue133199051Revenue
Description*UNDERGRADUATE EDUCATIONAL PROGRAM* please see Schedule O for detail.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense6948058Expense
Grants1296414Grants
Revenue5872721Revenue
Description*THE SCHOOL FOR SOCIAL WORK* please see Schedule O for detail.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense4197122Expense
Grants3595842Grants
Revenue3834023Revenue
Description*GRADUATE EDUCATIONAL PROGRAM* please see Schedule O for detail.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp16055253TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt1044659TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev14429533TotalOfOtherProgramServiceRev
Total Program Service Expense218888036TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArttrueCollectionsOfArt
Credit CounselingtrueCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Balance Sheet Amounts ReportedtrueBalanceSheetAmountsReported
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchooltrueSchool
Foreign OfficetrueForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualstrueMoreThan5000KToIndividuals
Professional FundraisingtrueProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPtrueLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArttrueDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10963748NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees4428NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccounttrueForeignFinancialAccount
Name Of Foreign CountrySZNameOfForeignCountry
Name Of Foreign CountryGMNameOfForeignCountry
Name Of Foreign CountryITNameOfForeignCountry
Name Of Foreign CountryFRNameOfForeignCountry
Name Of Foreign CountryEINameOfForeignCountry
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Nbr Voting Governing Body Members38NbrVotingGoverningBodyMembers
Number Independent Voting Members37NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturetrueInvestmentInJointVenture
Written Policy Or ProceduretrueWrittenPolicyOrProcedure
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonRUTH CONSTANTINENamePerson
Telephone Number4135852200TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1COLLEGE HALL 204 10 ELM STAddressLine1
CityNORTHAMPTONCity
StateMAState
ZIP Code01063ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (54 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
RACHAEL BARTELS
TRUSTEE5.0X000
AGNES BUNDY SCANLAN
TRUSTEE5.0X000
LINDA SMITH CHARLES
TRUSTEE5.0X000
SUSAN KOMROFF COHEN
TRUSTEE5.0X000
PEGGY BLOCK DANZIGER
TRUSTEE5.0X000
MARLOWE DIECKMANN
TRUSTEE5.0X000
DEBORAH DUNCAN
TRUSTEE5.0X000
ELIZABETH MUGAR EVEILLARD
TRUSTEE5.0X000
LISA C FERRELL
TRUSTEE5.0X000
WILLIAM C GIPSON
TRUSTEE5.0X000
SIDNEY H GOLUB
TRUSTEE5.0X000
NEIL GRABOIS
TRUSTEE5.0X000
ANN F KAPLAN
TRUSTEE5.0X000
CHARLOTTE G KEA
TRUSTEE5.0X000
JANET WRIGHT KETCHAM
TRUSTEE5.0X000
HOON ENG KHOO
TRUSTEE5.0X000
ALEXANDER C LINDSEY
TRUSTEE5.0X000
VICTORIA MURDEN McCLURE
TRUSTEE5.0X000
JANET CLARKE MCKINLEY
TRUSTEE5.0X000
JUDITH BRONSTEIN MILESTONE
TRUSTEE5.0X000
ANNIE MORITA
TRUSTEE5.0X000
LOUISE M PARENT
TRUSTEE5.0X000
JUDITH PELHAM
TRUSTEE5.0X000
LOIS PERELSON-GROSS
TRUSTEE5.0X000
SUSAN E PORTH
TRUSTEE5.0X000
DEBRA Y ROMERO
TRUSTEE5.0X000
TRACY GARRETT RUBIN
TRUSTEE5.0X000
LINDA E SALISBURY
TRUSTEE5.0X000
M ANN SANFORD
TRUSTEE5.0X000
NANCY GODFREY SCHACHT
TRUSTEE5.0X000
NINA SCHERAGO
TRUSTEE5.0X000
JAMES SHULMAN
TRUSTEE5.0X000
AYESHA MOHIYUDDIN SIDDIQUI
TRUSTEE5.0X000
CORNELIA MENDENHALL SMALL
TRUSTEE5.0X000
EMILY TAYLOR
TRUSTEE5.0X000
ANITA VOLZ WIEN
TRUSTEE5.0X000
TONI GROTTA WOLFMAN
TRUSTEE5.0X000
PHOEBE PEDERSON WOOD
TRUSTEE5.0X000
CAROL T CHRIST
PRESIDENT40.0X401697069032X
RUTH CONSTANTINE
TREASURER, VP FINANCE & ADMIN40.0258066042881X
GEORGIA YUAN
GENERAL COUNSEL40.0209449062351X
MARILYN SCHUSTER
PROVOST40.0208693031526X
REBECCA LINDSEY
SECRETARY, BOT40.091784039415X
LAURA SMIAROWSKI
ASSOCIATE TREASURER,CONTROLLER40.056888015556X
PATRICIA JACKSON
VICE PRESIDENT ADVANCEMENT40.0233570036074X
JOHN SHENETTE
EXECUTIVE DIRECTOR FACILITIES40.0190321054469X
MAUREEN MAHONEY
DEAN OF THE COLLEGE40.0185907029710X
LAURIE FENLASON
EXEC DIRECTOR PUBLIC AFFAIRS40.0165505038723X
SUSAN BOURQUE
PROFESSOR40.0252258037564X
JOHN DAVIS
ASSOCIATE PROVOST40.0207068033649X
JOHN CONNOLLY
PROFESSOR40.0203321039271X
ANDREW ZIMBALIST
PROFESSOR40.0202186043685X
LINDA JONES
PROFESSOR&DIRECTOR ENGINEERING40.0189418035893X
WILLIAM SHEEHAN
CONTROLLER40.0103788023875X
FieldValueIRS element (for citing)
Total Reportable Comp From Org3159919TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation633674TotalOtherCompensation
Number Individuals GT100 K184NumberIndividualsGT100K
Formers ListedtrueFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
BOND BROTHERS INC
145 SPRING STREETEVERETTMA02149DESIGN694508
BOHLIN CYWINSKI JACKSON
8 W MARKET ST STE 1200WILKES BARREPA18701ARCHITECTS626175
BNY MELLON
ONE WALL STREETNEW YORKNY10286INVESTMENT CUSTODIAN441644
CSL CONSULTING LLC
24 NEW ENGLAND EXECUTIVE PARKBURLINGTONMA01803CONSTRUCTION CONSULT281451
INVESTURE PRIVATE PARTNERS III LP
126 GARRETT STREET SUITE JCHARLOTTESVILLEVA22902INVESTMENT FUND240939
FieldValueIRS element (for citing)
Number Of Contractors GT100 K17NumberOfContractorsGT100K
Government Grants4776662GovernmentGrants
All Other Contributions40119545AllOtherContributions
Noncash Contributions7925833NoncashContributions
Total Contributions44896207TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
UNDERGRADUATE611600133199051133199051
SCHOOL FOR SOCIAL WORK61160058727215872721
GRADUATE61160038340233834023
EXECUTIVE EDUCATION & SUMMER PROGRAMS61160037548773550396204481
CAMPUS SCHOOL & CENTER FOR EARLY CHILDHOOD61160037679653767965

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column168728TotalRevenueColumn
Related Or Exempt Function Income168728RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue150597365TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column6671491TotalRevenueColumn
Related Or Exempt Function Income246896RelatedOrExemptFunctionIncome
Unrelated Business Revenue-2349128UnrelatedBusinessRevenue
Exclusion$8,773,723ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column66587TotalRevenueColumn
Exclusion$66,587ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real1988220Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real1674592Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real313628Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column313628TotalRevenueColumn
Related Or Exempt Function Income236419RelatedOrExemptFunctionIncome
Unrelated Business Revenue77209UnrelatedBusinessRevenue

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities170275359Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities134439323Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities35836036Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column35836036TotalRevenueColumn
Exclusion$35,836,036ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Gross Sales Of Inventory1690595GrossSalesOfInventory
Cost Of Goods Sold1619828CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column70767TotalRevenueColumn
Related Or Exempt Function Income86693RelatedOrExemptFunctionIncome
Unrelated Business Revenue-15926UnrelatedBusinessRevenue

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
DINING SERVICES72100014599531459953
DEPARTMENTAL611600308855730840774480
INDIRECTS, ALLOWANCES611600584302584302

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column1244104TotalRevenueColumn
Related Or Exempt Function Income1244104RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue6376916TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column244828997TotalRevenueColumn
Related Or Exempt Function Income157335328RelatedOrExemptFunctionIncome
Unrelated Business Revenue-2078884UnrelatedBusinessRevenue
Exclusion$44,676,346ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total758038Total
Program Services758038ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total52531066Total
Program Services52531066ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total3390116Total
Program Services3390116ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total2524743Total
Program Services193466ProgramServices
Management And General2032430ManagementAndGeneral
Fundraising298847Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total83016114Total
Program Services59468913ProgramServices
Management And General20110944ManagementAndGeneral
Fundraising3436257Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total7240107Total
Program Services5274496ProgramServices
Management And General1682153ManagementAndGeneral
Fundraising283458Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total12869716Total
Program Services9100943ProgramServices
Management And General3230959ManagementAndGeneral
Fundraising537814Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total5474392Total
Program Services3935828ProgramServices
Management And General1315945ManagementAndGeneral
Fundraising222619Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total440396Total
Management And General440396ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total245272Total
Management And General245272ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total109205Total
Fundraising109205Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total1541029Total
Management And General1541029ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total6557356Total
Program Services5001370ProgramServices
Management And General1383871ManagementAndGeneral
Fundraising172115Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total681972Total
Program Services577163ProgramServices
Management And General89157ManagementAndGeneral
Fundraising15652Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total3992118Total
Program Services2959733ProgramServices
Management And General696648ManagementAndGeneral
Fundraising335737Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total1545943Total
Program Services733126ProgramServices
Management And General783492ManagementAndGeneral
Fundraising29325Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total103185Total
Program Services90369ProgramServices
Management And General12816ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total19556712Total
Program Services2623740ProgramServices
Management And General16889116ManagementAndGeneral
Fundraising43856Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total3426907Total
Program Services2775470ProgramServices
Management And General374776ManagementAndGeneral
Fundraising276661Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total63831Total
Program Services63241ProgramServices
Management And General590ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total13085948Total
Program Services12045120ProgramServices
Management And General1040828ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total16108531Total
Program Services14132676ProgramServices
Management And General1941907ManagementAndGeneral
Fundraising33948Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total544358Total
Program Services43230ProgramServices
Management And General501128ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
HOME SCHOOL58937255893725
SUBCONTRACTS285270285270
UNRELATED BUSINESS INCOME TAX-235312-235312
PROVISIONS40668544066854
FACILITY/DINING/HOUSEKEEPING31683428-32053231369803

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total6441981Total
Program Services5562821ProgramServices
Management And General743091ManagementAndGeneral
Fundraising136069Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total252259573Total
Program Services218888036ProgramServices
Management And General27070171ManagementAndGeneral
Fundraising6301366Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY18715930BOY
EOY13237591EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY57883753BOY
EOY89200708EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY31199339BOY
EOY27431278EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY3930853BOY
EOY2883408EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY217439BOY
EOY124557EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY3979012BOY
EOY4208244EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY1085347BOY
EOY889339EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY3491484BOY
EOY2022043EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis588180460LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec202251507LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY372423253BOY
EOY385928953EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY85222177BOY
EOY72902047EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY1094819412BOY
EOY1228930914EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY4889190BOY
EOY4882596EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY13886567BOY
EOY1194274EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1691743756BOY
EOY1833835952EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY14141901BOY
EOY14102902EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY4783291BOY
EOY4156643EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY172643759BOY
EOY170287513EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY25487478BOY
EOY26648897EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY52432562BOY
EOY59137618EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY269488991BOY
EOY274333573EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY548598237BOY
EOY604555969EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY552562580BOY
EOY624169510EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY321093948BOY
EOY330776900EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1422254765BOY
EOY1559502379EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1691743756BOY
EOY1833835952EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbying
Total Direct LobbyingTotalDirectLobbying
Total Lobbying ExpendituresTotalLobbyingExpenditures
Other Exempt Purpose ExpendituresOtherExemptPurposeExpenditures
Total Exempt Purpose ExpendituresTotalExemptPurposeExpenditures
Lobbying NontaxableLobbyingNontaxableAmount
Grassroots NontaxableGrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non TxTotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx
VolunteersfalseVolunteers
Paid Staff Or ManagementfalsePaidStaffOrManagement
Media AdvertisementsfalseMediaAdvertisements
Mailings MembersfalseMailingsMembers
Publications Or BroadcastfalsePublicationsOrBroadcast
Grants Other OrganizationstrueGrantsOtherOrganizations
Grants Other Organizations$5,000GrantsOtherOrganizationsAmount
Direct Contact LegislatorsfalseDirectContactLegislators
Rallies DemonstrationsfalseRalliesDemonstrations
Other ActivitiesfalseOtherActivities
Total Lobbying Expenditures IIB5000TotalLobbyingExpendituresIIB
Not Described In501c3falseNotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierLOBBYING ACTIVITYIdentifier
Return ReferencePART II-B LINE 1FReturnReference
ExplanationTHE COLLEGE HAS MEMBERSHIPS IN VARIOUS PROFESSIONAL ASSOCIATIONS. THESE ORGANIZATIONS MAY, FROM TIME TO TIME, ENGAGE IN LOBBYING ACTIVITIES ON BEHALF OF THEIR MEMBERS. THIS IS AN ESTIMATE OF THE PORTION OF MEMBERSHIP DUES PAID THAT ARE DEVOTED TO THIS ACTIVITY.Explanation

Schedule D IRS990ScheduleD

Art Public Exhibition Amts ArtPublicExhibitionAmts

FieldValueIRS element (for citing)
Revenues Included6409291RevenuesIncluded
Assets In Part X37531953AssetsInPartX
FieldValueIRS element (for citing)
Held Works Of Art AmtsHeldWorksOfArtAmts
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Collect Used For Loan Or Exch PrgrmsXCollectUsedForLoanOrExchPrgrms

Collection Used For Other CollectionUsedForOther

FieldValueIRS element (for citing)
Collection Used For Other PurposesXCollectionUsedForOtherPurposes
Description Of Other PurposesTEACHING PRIMARY RESEARCH METHODSDescriptionOfOtherPurposes
FieldValueIRS element (for citing)
Solicited Assets For SalefalseSolicitedAssetsForSale
Agent Trustee EtcfalseAgentTrusteeEtc
Included On FStrueIncludedOnFS

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance1096321963BeginningOfYearBalance
Contributions33393357Contributions
Investment Earnings Or Losses177053420InvestmentEarningsOrLosses
Grants Or Scholarships23641970GrantsOrScholarships
Other Expenditures38342016OtherExpenditures
Administrative Expenses1223980AdministrativeExpenses
End Of Year Balance1243560774EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance1365791923BeginningOfYearBalance
Contributions24313803Contributions
Investment Earnings Or Losses-223974126InvestmentEarningsOrLosses
Grants Or Scholarships25755361GrantsOrScholarships
Other Expenditures42188728OtherExpenditures
Administrative Expenses1865548AdministrativeExpenses
End Of Year Balance1096321963EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.29000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.71000PermanentEndowmentEOYBalance
Endowments Held By Unrelated OrgstrueEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis2609224InvestmentCostOrOtherBasis
Other Cost Or Other Basis4174927OtherCostOrOtherBasis
Book Value6784151BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis11607529InvestmentCostOrOtherBasis
Other Cost Or Other Basis447953592OtherCostOrOtherBasis
Depreciation152931316Depreciation
Book Value306629805BookValue
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovements

Equipment Equipment

FieldValueIRS element (for citing)
Investment Cost Or Other Basis11821InvestmentCostOrOtherBasis
Other Cost Or Other Basis106941236OtherCostOrOtherBasis
Depreciation44841638Depreciation
Book Value62111419BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis14882131OtherCostOrOtherBasis
Depreciation4478553Depreciation
Book Value10403578BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings385928953TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (2 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
LIMITED PARTNERSHIPS1200185950F
FUNDS HELD BY OUTSIDE TRUSTEE28744964F
FieldValueIRS element (for citing)
Total Of Book Value Securities1228930914TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescriptionAmountAmount
INTEREST RATE SWAPS$17,792,767
LIFE INCOME OBLIGATIONS$19,356,160
POST RETIREMENT AND SEPARATION$4,471,691
FIN 47 OBLIGATION$17,517,000
FieldValueIRS element (for citing)
Total Of Amounts59137618TotalOfAmounts
Total Revenue244828997TotalRevenue
Total Expenses252259573TotalExpenses
Excess Or Deficit For Year-7430576ExcessOrDeficitForYear
Net Unrealized GL On Investments139827715NetUnrealizedGLOnInvestments
Other$6,490,860OtherAmount
Total Adjustments146318575TotalAdjustments
Excess Or Deficit Per FS138887999ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt330675000TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments139827715NetUnrealizedGainsInvestments
Other Revenues-55970416OtherRevenues
Revenue Not Rptd F99083857299RevenueNotRptdF990
Revenue Subtotal246817701RevenueSubtotal
Investment Expenses Not Included1305716InvestmentExpensesNotIncluded
Other Revenues Not Included-3294420OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt-1988704RevenueNotRptdOnFinStmt
Total Revenue Per Form990244828997TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt191787000TotExpensesEtcAuditedFinclStmt
Other Expenses Included4979245OtherExpensesIncluded
Expenses Not Rptd F9904979245ExpensesNotRptdF990
Expenses Subtotal186807755ExpensesSubtotal
Investment Expenses Not Included21305716InvestmentExpensesNotIncluded2
Other Expenses Not Included64146102OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt65451818ExpensesNotRptdOnFinStmt
Total Expenses Per Form990252259573TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierCOLLECTION OF ARTWORKIdentifier
Return ReferencePART III LINE 4ReturnReference
ExplanationTHE SMITH COLLEGE MUSEUM OF ART'S HOLDINGS INCLUDE PAINTINGS, SCULPTURES, WORKS ON PAPER (PRINTS, DRAWINGS, PHOTOGRAPHS, AND BOOKS), ANTIQUITIES, DECORATIVE ARTS, AND EMERGING COLLECTIONS OF NON-WESTERN ART. ITS WORKS-ON-PAPER COLLECTIONS ARE HOUSED IN THE CUNNINGHAM CENTER FOR THE STUDY OF PRINTS, DRAWINGS, AND PHOTOGRAPHS, A STATE-OF-THE-ART STUDY AND STORAGE FACILITY WITHIN THE MUSEUM. SMITH COLLEGE BEGAN COLLECTING ORIGINAL WORKS OF ART IN 1879, ONLY FOUR YEARS AFTER IT ENROLLED ITS FIRST CLASS. INITIALLY, PRESIDENT L. CLARK SEELYE BOUGHT WORKS OF CONTEMPORARY AMERICAN ART, OFTEN DIRECTLY FROM THE ARTISTS THEMSELVES, BELIEVING THAT STUDENTS SHOULD BE FAMILIAR WITH THE ART OF THEIR OWN TIME. AMERICAN ART HAS REMAINED ONE OF THE COLLECTION'S CORE STRENGTHS. BY THE EARLY TWENTIETH CENTURY, ALFRED VANCE CHURCHILL, THE MUSEUM'S FIRST DIRECTOR, HAD EXPANDED THE COLLECTING SPHERE TO INCLUDE EUROPEAN ART. AT THE REQUEST OF THE COLLEGE'S TRUSTEES, CHURCHILL FORMALIZED THE MUSEUM'S COLLECTING GUIDELINES IN 1920. THESE INVOLVED A "CONCENTRATION PLAN" THAT FOCUSED ON THE MODERN ERA, WHICH HE DEFINED AS BEGINNING WITH THE FRENCH REVOLUTION. HIS PLAN EMPHASIZED THE IMPORTANCE OF COLLECTING WORKS OF HIGH QUALITY, WHILE RECOGNIZING THE INSTRUCTIONAL VALUE OF PREPARATORY STUDIES AND UNFINISHED WORKS THAT SHOW AN ARTIST'S WORKING METHOD. GUIDED BY THIS PLAN, THE MUSEUM ASSEMBLED IMPORTANT HOLDINGS OF FRENCH ART OF THE NINETEENTH CENTURY, INCLUDING SUPERB WORKS BY EDGAR DEGAS, JEAN-BAPTISTE-CAMILLE COROT, GUSTAVE COURBET, PAUL CZANNE, CLAUDE MONET AND OTHERS. THE PLAN WAS REVISITED IN THE EARLY 1990S, AND ACQUIRING WORKS BY WOMEN ARTISTS AND ARTISTS OF COLOR BECAME A COLLECTING PRIORITY. IN THE LAST DECADE, THE COLLECTING PLAN HAS SIGNIFICANTLY EXPANDED TO INCLUDE AFRICAN, ISLAMIC, AND, PARTICULARLY, ASIAN ART TO SUPPORT THE COLLEGE'S GLOBAL CURRICULUM. THE NEWEST ACQUISITION TO THE MUSEUM'S COLLECTION INCLUDE MOYRA DAVEY, 16 PHOTOGRAPHS FROM PARIS, GEORGE BELLOWS, PENNSYLVANIA EXCAVATION, AND CAO FEI, THE BIRTH OF RMB CITY. EXHIBITIONS HAVE INCLUDED LUSCIOUS: PAINTINGS BY EMILY EVELETH; TOUCH FIRE: CONTEMPORARY JAPANESE CERAMICS BY WOMEN ARTISTS; FRAMEWORK VI; AND I HEARD A VOICE: THE ART OF LESLEY DILL. THE MUSEUM HOSTS SECOND FRIDAYS, FAMILY EVENTS FOR THOSE WHO ARE 4+, THAT HAS INCLUDED INDOOR SCULPTURE SKETCHING, PARQUETRY PATTERNS BASED ON BAUHAUS GRAPHIC DESIGN, CHINESE WATERCOLORS COLLAGES INSPIRED BY POST MAO DREAMING AND KINETIC SCULPTURES. THE SMITH COLLEGE LIBRARIES ADVANCE TEACHING, LEARNING, RESEARCH, AND DISCOVERY FOR SMITH STUDENTS, FACULTY AND STAFF BY OFFERING COLLECTIONS IN MULTIPLE FORMATS, PROVIDING ACCESS TO INFORMATION WORLDWIDE, AND ESTABLISHING SERVICES AND LEARNING ENVIRONMENTS RESPONSIVE TO USERS' NEEDS. THE LIBRARIES FURTHER SUPPORT WOMEN'S EDUCATION THROUGH AN INTERNATIONALLY RECOGNIZED REPOSITORY OF ARCHIVES AND MANUSCRIPTS DOCUMENTING THE HISTORY OF WOMEN. - WILLIAM ALLEN NEILSON LIBRARY IS THE MAIN LIBRARY WITH STRONG COLLECTIONS IN THE HUMANITIES AND SOCIAL SCIENCES. - ANITA O'K. AND ROBERT R. YOUNG SCIENCE LIBRARY HAS AN EXTENSIVE COLLECTION THAT SUPPORTS RESEARCH IN ASTRONOMY, BIOLOGY,CHEMISTRY, COMPUTER SCIENCE, ENGINEERING, EXERCISE AND SPORTS STUDIES, GEOSCIENCES, HISTORY OF SCIENCE, MATHEMATICS, PHYSICS, AND PSYCHOLOGY. - HILLYER ART LIBRARY IS A SPECIALIZED BRANCH COLLECTION THAT HOUSES MATERIALS ON THE HISTORY, THEORY, CRITICISM, AND PRACTICE OF THE VISUAL ARTS. - WERNER JOSTEN PERFORMING ARTS LIBRARY SUPPORTS THE TEACHING, LEARNING, RESEARCH, AND PERFORMANCE PROGRAMS OF THE MUSIC, THEATRE AND DANCE DEPARTMENTS. - COLLEGE ARCHIVES HOUSES A RICH COLLECTION OF MATERIAL DOCUMENTING THE HISTORY OF SMITH COLLEGE FROM THE 1860S TO THE PRESENT. - MORTIMER RARE BOOK ROOM IS A COLLECTION OF NEARLY 40,000 VOLUMES THAT COVERS THE HISTORY OF PRINTING FROM THE FIFTEENTH CENTURY TO THE TWENTIETH. ALL ASPECTS OF THE BOOK ARTS ARE REPRESENTED. THE COLLECTION IS BEING DIGITIZED, MAKING IT AVAILABLE WITHOUT CHARGE ON THE INTERNET. - SOPHIA SMITH COLLECTION IS AN INTERNATIONALLY RECOGNIZED REPOSITORY OF MANUSCRIPTS, PHOTOGRAPHS, PERIODICALS AND OTHER PRIMARY SOURCES IN WOMEN'S HISTORY. TRUST, ESCROW, AND CUSTODIAL ARRANGEMENT PART IV LINE 2A THE COLLEGE IS FISCAL AGENT FOR THE ALUMNAE ASSOCIATION OF SMITH COLLEGE, SMITH STUDENTS' AID SOCIETY, INC., ASSOCIATED KYOTO PROGRAM, SMITH COLLEGE CLUB OF NEW YORK CITY & PERKINS LOAN PROGRAM. ENDOWMENT FUNDS PART V LINE 4 SMITH'S ENDOWMENT PROVIDES A CRITICAL FUNDING STREAM THAT ALLOWS THE COLLEGE TO PROVIDE FINANCIAL AID TO STUDENTS WITH NEED, SHAPE THE COMPOSITION OF ITS FACULTY TO MEET CURRICULAR OBJECTIVES, MAINTAIN AND EXPAND FACILITIES, DEVELOP NEW INITIATIVES AND PROGRAMS TO RESPOND TO CURRENT SOCIETAL AND INTELLECTUAL CHALLENGES, AND KEEP PACE WITH TECHNOLOGICAL CHANGES INTEGRAL TO TODAY'S TEACHING AND LEARNING. AT SMITH, THE ENDOWMENT HAS GROWN TO PROVIDE APPROXIMATELY 30% OF OPERATING REVENUE BY EMPLOYING A SPENDING RATE APPROACH THAT SEEKS THE LARGEST RESPONSIBLE ANNUAL CONTRIBUTION TO OPERATIONS WHILE PROVIDING ADEQUATE DOWNSIDE PROTECTION AGAINST PERIODS OF DECLINING RETURNS AND WHILE PRESERVING THE PURCHASING POWER OF THE ENDOWMENT TO BENEFIT FUTURE GENERATIONS OF STUDENTS. THE TOP FIVE DESIGNATED USES OF THE ENDOWMENT FOR FY2010 WERE AS FOLLOWS: UNDERGRADUATE GRANT AID (34%), FACULTY COMPENSATION (21%), OPERATION AND MAINTENANCE OF FACILITIES (6%), LIBRARIES (3%), AND FACULTY RESEARCH SUPPORT (3%). OTHER ADJUSTMENTS TO NET ASSETS PART XI LINE 8 ALUMNAE ASSOCIATION $ 1,640,458 LIFE INCOME FUNDS $ 4,850,454 ROUNDING ADJUSTMENT $ <52> TOTAL $ 6,490,860 PART XII LINE 2D ALUMNAE ASSOCIATION $ 3,326,404 LIFE INCOME FUNDS $ 4,850,454 STUDENT GRANTS $<53,828,816> SWAPS $<10,317,286> ROUNDING ADJUSTMENT $ <1,172> TOTAL $<55,970,416> PART XII LINE 4B RENTAL $ <1,674,592> COGS $ <1,619,828> TOTAL $ <3,294,420> PART XIII LINE 2D RENTAL $ 1,674,592 ALUMNAE ASSOCIATION $ 1,685,946 COGS $ 1,619,828 ROUNDING ADJUSTMENT $ <1,120> TOTAL $ 4,979,246 PART XIII LINE 4B STUDENT GRANTS $ 53,828,816 SWAPS $ 10,317,286 TOTAL $ 64,146,102Explanation

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmttrueNondiscriminatoryPolicyStmt
Policy Statement In Brochures EtctruePolicyStatementInBrochuresEtc
Policy Publ Via Broadcast MediatruePolicyPublViaBroadcastMedia
Pub Via Broadcast Media ExplnSEE SCHEDULE OPubViaBroadcastMediaExpln
Maint Racial Composition RecordstrueMaintRacialCompositionRecords
Maint Scholarships RecordstrueMaintScholarshipsRecords
Maint Copies Of Brochures EtctrueMaintCopiesOfBrochuresEtc
Maint Copies Of All SolicitationstrueMaintCopiesOfAllSolicitations
Discriminate Race Students RightsfalseDiscriminateRaceStudentsRights
Discriminate Race Admiss PoliciesfalseDiscriminateRaceAdmissPolicies
Discriminate Race Emplmn FacultyfalseDiscriminateRaceEmplmnFaculty
Discriminate Race ScholarshipsfalseDiscriminateRaceScholarships
Discriminate Race Educ PoliciesfalseDiscriminateRaceEducPolicies
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFclts
Discriminate Race Athletic ProgfalseDiscriminateRaceAthleticProg
Discriminate Race Other ActyfalseDiscriminateRaceOtherActy
Government Financial Aid ReceivedtrueGovernmentFinancialAidReceived
Government Financial Aid RevokedfalseGovernmentFinancialAidRevoked
Govt Financial Aid ExplanationSMITH COLLEGE RECEIVED FINANCIAL AID OR ASSISTANCE FROM GOVERNMENTAL AGENCIES FOR THE BENEFIT OF THE COLLEGE'S STUDENTS.GovtFinancialAidExplanation
Compliance With Rev Proc7550trueComplianceWithRevProc7550

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedtrueGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (22 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
Central America and the Caribbean00Program ServicesCollege Study Program12387
East Asia and the Pacific00Program ServicesCollege Study Program1116320
Europe (Including Iceland and Greenland)48Program ServicesCollege Study Program6994731
Middle East and North Africa00Program ServicesCollege Study Program226710
North America00Program ServicesCollege Study Program242025
Russia and the Newly Independent States00Program ServicesCollege Study Program99389
South America00Program ServicesCollege Study Program436433
South Asia00Program ServicesCollege Study Program61254
Sub-Saharan Africa00Program ServicesCollege Study Program181295
East Asia and the Pacific00Fundraising32020
Europe (Including Iceland and Greenland)48Fundraising32775
South Asia00Fundraising2514
Central America and the Caribbean00Grantmaking8050
East Asia and the Pacific00Grantmaking21550
Europe (Including Iceland and Greenland)48Grantmaking64864
Middle East and North Africa00Grantmaking23150
North America00Grantmaking14750
South America00Grantmaking3100
South Asia00Grantmaking7300
Sub-Saharan Africa00Grantmaking4900
Central America and the Caribbean00Investments
Europe (Including Iceland and Greenland)48Investments
FieldValueIRS element (for citing)
Total Number Of Offices16TotalNumberOfOffices
Total Number Of Employees32TotalNumberOfEmployees
Total Amount Spent9585517TotalAmountSpent

Grants To Ind Outside US GrantsToIndOutsideUS (14 entries)

Type Of AssistanceTypeOfAssistanceRegionRegionNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
FINANCIAL AIDEast Asia/Pacific30502643OFFSET FEES
FINANCIAL AIDEurope/Iceland/Greenland1182344812OFFSET FEES
FINANCIAL AIDMiddle East/North Africa564705OFFSET FEES
FINANCIAL AIDNorth America13765OFFSET FEES
FINANCIAL AIDRussia363378OFFSET FEES
FINANCIAL AIDSouth America13218044OFFSET FEES
FINANCIAL AIDSouth Asia759855OFFSET FEES
FINANCIAL AIDCent. America/Caribbean148050INTERNSHIPS
FINANCIAL AIDEast Asia/Pacific821550INTERNSHIPS
FINANCIAL AIDEurope/Iceland/Greenland5864864INTERNSHIPS
FINANCIAL AIDMiddle East/North Africa1223150INTERNSHIPS
FINANCIAL AIDSouth America33100INTERNSHIPS
FINANCIAL AIDSouth Asia107300INTERNSHIPS
FINANCIAL AIDSub-Saharan Africa54900INTERNSHIPS

Form990 Schedule F Part IV Form990ScheduleFPartIV

FieldValueIRS element (for citing)
IdentifierFOREIGN ACTIVITYIdentifier
Return ReferencePART I LINE IIIReturnReference
ExplanationTHE COLLEGE ENCOURAGES STUDY ABROAD FOR ALL OF ITS UNDERGRADUATE STUDENTS. THE COLLEGE OPERATES FOUR PROGRAMS IN EUROPE. IN ADDITION, STUDENTS MAY STUDY ELSEWHERE OUTSIDE THE UNITED STATES AT PREAPPROVED LOCATIONS. THE COLLEGE AND ITS EMPLOYEES MAY ENGAGE IN OTHER ACTIVITIES SUCH AS RESEARCH AND FUNDRAISING. FOR STUDY ABROAD, STUDENTS PAY THE COLLEGE ITS COMPREHENSIVE FEE WITH OFFSETTING GRANTS PROVIDED IN ACCORDANCE WITH STANDARD COLLEGE FINANCIAL AID POLICIES AND PROCEDURES. THE COLLEGE PAYS FOREIGN SCHOOLS TO PROVIDE TEACHING AND ACCOMODATIONS. FOREIGN TRAVEL AND OTHER EXPENSES REQUIRED FULL REPORTING UNDER THE COLLEGE'S ACCOUNTABLE PLAN FOR REIMBURSEMENT OF BUSINESS EXPENSES.Explanation

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Agreement Ref FundraisingtrueAgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation (2 entries)

Name Of IndividualNameOfIndividualActivityActivityFundraiser Control Of FundsFundraiserControlOfFundsAmount Retained By ContractorAmountRetainedByContractor
MARTS LUNDY INCCONSULTINGfalse91205
EDUVENTURES INCCONSULTINGfalse18000
FieldValueIRS element (for citing)
Total Retained By Contractors109205TotalRetainedByContractors
Licensed StatesMALicensedStates

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
ALUMNAE ASSOCIATION OF SMITH COLLEGE
33 ELM STREETNORTHAMPTONMA01063042103649501(C)(3)702785GENERAL SUPPORT
WFCR FOUNDATION INC
PO BOX 2085AMHERSTMA01004046130523501(C)(3)25000GENERAL SUPPORT
NORTHAMPTON EDUCATION FOUNDATION
PO BOX 44NORTHAMPTONMA01061043157289501(C)(3)11500ENDOWMENT
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants3TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrant
APPLIED TO TUITION/FEES DUE TO COLLEGE228150571615
ACADEMIC INTERNSHIPS6501638257
PRIZES250120390
OTHER FINANCIAL ASSISTANCE300200804

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPART I LINE 2Identifier
Return ReferenceSMITH COLLEGE AWARDS SCHOLARSHIP GRANTS AND LOANS TO STUDENTS WHO AREReturnReference
ExplanationABLE TO DEMONSTRATE FINANCIAL NEED. EACH STUDENT IS REQUIRED TO SUBMIT A PARENT'S CONFIDENTIAL QUESTIONNAIRE WHICH BECOMES THE BASIS OF DETERMINING NEED. GUIDELINES ISSUED BY THE COLLEGE SCHOLARSHIP SERVICE ARE USED IN ASCERTAINING THE FINANCIAL REQUIREMENT OF THE STUDENTS. THE FINANCIAL NEED IS GENERALLY MET THROUGH A COMBINATION OF LOANS AND GRANTS. BOTH ARE CREDITED TO THE STUDENT'S SEMESTER BILL THUS REDUCING THE PAYMENT DUE TO THE COLLEGE. THE COLLEGE ALSO AWARDS A RELATIVELY SMALL NUMBER OF MERIT-BASED GRANTS. THE COLLEGE FUNDS INTERNSHIPS THAT MEET RIGOROUS ACADEMIC CRITERIA. OTHER FINANCIAL ASSISTANCE IS PROVIDED TO MEET EMERGENCY TYPE AID ON A CASE-BY-CASE BASIS.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Personal ServicesXPersonalServices
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (14 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
CAROL T CHRIST
309165000925320302670392340471198000
RUTH CONSTANTINE
25697700010890302660130710301403000
GEORGIA YUAN
184681000247680260900370500272589000
MARILYN SCHUSTER
18451100024182025376064490240518000
PATRICIA JACKSON
21657900016991028759077410270070000
JOHN SHENETTE
17579205000095290228180320230245162000
MAUREEN MAHONEY
17221800013689022395076900215992000
LAURIE FENLASON
147945000175600201200189560204581000
SUSAN BOURQUE
22652400025734030266072980289822000
JOHN DAVIS
18703900020029024856091880241112000
JOHN CONNOLLY
177356000259650252290143600242910000
ANDREW ZIMBALIST
170522000316640251660237650251117000
LINDA JONES
18568000037380225620137080225688000
WILLIAM SHEEHAN
81336000224520118330123120127933000

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierCOMPENSATIONIdentifier
Return ReferencePART I LINE 1AReturnReference
ExplanationTHE COLLEGE PURCHASES AN ANNUITY IN THE AMOUNT OF $41,156 WITH A TAX GROSS-UP OF $30,867 AS PART OF THE PRESIDENTS'S EMPLOYMENT CONTRACT. THE GROSS UP PAYMENT IS TAXABLE AND HAS BEEN INCLUDED IN HER FORM W-2. THE PRESIDENT IS REQUIRED TO LIVE ON-CAMPUS IN THE PRESIDENT'S HOUSE AS A CONDITION OF EMPLOYMENT. A COLLEGE EMPLOYEE PREPARES MEALS AT THE PRESIDENT'S HOUSE FOR THE CONVENIENCE OF THE COLLEGE. A COLLEGE EMPLOYEE FROM ITS FACILITIES MAINTENANCE DEPARTMENT IS ASSIGNED TO THE PRESIDENT'S HOUSE. THE HOME IS MAINTAINED SIMILARLY TO OTHER CAMPUS FACILITIES. IN ADDITION TO CLEANING AND MAINTAINING THE PUBLIC AREAS OF THE RESIDENCE, THE INDIVIDUAL PERFORMS A SMALL AMOUNT OF LIGHT HOUSEKEEPING (INCLUDING DUSTING AND VACUUMING) IN THE PRESIDENT'S PERSONAL QUARTERS. THIS HOUSEKEEPING IS CONSIDERED TO BE OF NO ADDITIONAL COST TO THE INSTITUTION. A COLLEGE CAR AND DRIVER ARE PROVIDED WHEN TRAVELING ON COLLEGE BUSINESS.Explanation

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuer
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
04343181457583RQZ12007-07-3172960000RENOVATION AND NEW CONSTRUCTIONfalsefalse
MASSACHUSETTS DEVELOPMENT FINANCE AGENCY
04343181457583RBT12005-07-2033065000RENOVATION AND NEW CONSTRUCTIONfalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Total ProceedsTotalProceedsAmount UnspentAmountUnspentIssuance Costs From ProceedsIssuanceCostsFromProceedsCapital ExpendituresCapitalExpendituresYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
764089871380000454640745743472010falsefalsetruetrue
36824990351942364730482008falsefalsetruetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsBond Counsel Routinely EngagedBondCounselRoutinelyEngagedPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
falsefalsetruetruefalse0.006100.00610true
falsefalsetruetruefalse0.010300.01030true

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsTerm Of HedgeTermOfHedgeGross Proceeds Invested In GICGrossProceedsInvestedInGICTerm Of GICTermOfGICRegulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfiedGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
JP MORGAN CHASE
falsetruetrue28.5true3.truefalsefalse
SOCIETE GENERALE
falsefalsefalsetrue3.truefalsefalse

Schedule L IRS990ScheduleL

Loan Table LoanTable (13 entries)

Purpose Of LoanPurposeOfLoanLoan From OrganizationLoanFromOrganizationOriginal PrincipalOriginalPrincipalAmountBalance DueBalanceDueDefaultDefaultApproved By BoardApprovedByBoardWritten AgreementWrittenAgreement
LAURIE FENLASON
PURCHASE OF 1ST HOMEX$48,00020876falsetruetrue
LAURIE FENLASON
ASSIST W/ COMP PURCHX$1,075680falsetruefalse
LINDA JONES
PURCHASE OF 1ST HOMEX$75,00069346falsetruetrue
LINDA JONES
ASSIST W/ RELOCATIONX$37,50023409falsetruefalse
GEORGIA YUAN
PURCHASE OF 1ST HOMEX$50,00047falsetruetrue
JOHN CONNOLLY
CHANGE IN PAY CYCLEX$3,4863486falsetruefalse
LINDA JONES
CHANGE IN PAY CYCLEX$3,1733173falsetruefalse
ANDREW ZIMBALIST
CHANGE IN PAY CYCLEX$3,3463346falsetruefalse
LAURIE FENLASON
ACCOUNTS RECEIVABLEX$7676falsetruetrue
PATRICIA JACKSON
ACCOUNTS RECEIVABLEX$2323falsetruetrue
LINDA JONES
ACCOUNTS RECEIVABLEX$1515falsetruetrue
MARILYN SCHUSTER
ACCOUNTS RECEIVABLEX$2929falsetruetrue
ANDREW ZIMBALIST
ACCOUNTS RECEIVABLEX$5151falsetruetrue
FieldValueIRS element (for citing)
Total Balance Due124557TotalBalanceDue

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions41NumberOfContributions
Noncash Contribs Rptd F9906409291NoncashContribsRptdF990
Method Of Determining RevenuesAPPRAISAL/DONOR ESTMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasures
Art Fractional InterestArtFractionalInterest

Books And Publications BooksAndPublications

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F990301808NoncashContribsRptdF990
Method Of Determining RevenuesAPPRAISAL/DONOR ESTMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Clothing And Household GoodsClothingAndHouseholdGoods
Cars And Other VehiclesCarsAndOtherVehicles
Boats And PlanesBoatsAndPlanes
Intellectual PropertyIntellectualProperty

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions298NumberOfContributions
Noncash Contribs Rptd F990987074NoncashContribsRptdF990
Method Of Determining RevenuesAVERAGE DAILY VALUEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStock

Securities Prtnrshp Trust Intrsts SecuritiesPrtnrshpTrustIntrsts

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F990192560NoncashContribsRptdF990
Method Of Determining RevenuesSTATEMENT OF ACCOUNTMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Securities MiscellaneousSecuritiesMiscellaneous
Qualified Contrib Hist StructQualifiedContribHistStruct
Qualified Contrib OtherQualifiedContribOther
Real Estate ResidentialRealEstateResidential
Real Estate CommercialRealEstateCommercial
Real Estate OtherRealEstateOther
CollectiblesCollectibles
Food InventoryFoodInventory
Drugs And Medical SuppliesDrugsAndMedicalSupplies
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts
Scientific SpecimensScientificSpecimens
Archaeological ArtifactsArchaeologicalArtifacts

Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)

Non Cash CheckboxNonCashCheckboxDescriptionDescriptionNumber Of ContributionsNumberOfContributionsNoncash Contribs Rptd F990NoncashContribsRptdF990Method Of Determining RevenuesMethodOfDeterminingRevenues
XMISCELLANEOUS635100APPRAISAL/DONOR EST
XARCHIVAL RECORD1300INDETERMINABLE VALUE
XARCHIVAL RECORD240INDETERMINABLE VALUE
FieldValueIRS element (for citing)
Number Of8283 Received26NumberOf8283Received
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedfalseThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ARCHIVAL RECORDPART I LINE 26THE COLLEGE ARCHIVES HISTORICALLY VALUABLE RECORDS OF THE INSTITUTION AND THE PERSONAL PAPERS OF SELECTED ADMINISTRATORS, FACULTY, STAFF, STUDENTS AND ALUMNAE. HISTORICAL VALUE ONLY. NO REVENUE RECOGNIZED.
ARCHIVAL RECORDPART I LINE 27THE SOPHIA SMITH COLLECTION AT SMITH COLLEGE IS AN INTERNATIONALLY RECOGNIZED REPOSITORY OF MANUSCRIPTS, ARCHIVES, PERIODICALS AND OTHER PRIMARY SOURCES IN WOMEN'S HISTORY. THE COLLECTIONS CONSIST OF APPROXIMATELY 585 COLLECTIONS DOCUMENTING THE HISTORICAL EXPERIENCE OF WOMEN IN THE UNITED STATES AND ABROAD FROM THE COLONIAL PERIOD TO THE PRESENT. SUBJECT STRENGTHS INCLUDE BIRTH CONTROL AND REPRODUCTIVE RIGHTS, WOMEN'S RIGHTS, SUFFRAGE, THE CONTEMPORARY WOMEN'S MOVEMENT ACROSS RACE, CLASS, AND SEXUAL ORIENTATION, US WOMEN WORKING ABROAD, THE ARTS (ESPECIALLY THEATRE), THE PROFESSIONS (ESPECIALLY JOURNALISM AND SOCIAl WORK), AND MIDDLE CLASS FAMILY LIFE IN 19th- AND 20th- CENTURY NEW ENGLAND. HISTORICAL VALUE ONLY. NO REVENUE RECOGNIZED.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (12 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ORGANIZATION'S MISSION AND VALUESFORM 990, PART III, LINE 1*MISSION* SMITH COLLEGE EDUCATES WOMEN OF PROMISE FOR LIVES OF DISTINCTION. A COLLEGE OF AND FOR THE WORLD, SMITH LINKS THE POWER OF THE LIBERAL ARTS TO EXCELLENCE IN RESEARCH AND SCHOLARSHIP, DEVELOPING LEADERS FOR SOCIETY'S CHALLENGES. *VALUES* SMITH IS A COMMUNITY DEDICATED TO LEARNING, TEACHING, SCHOLARSHIP, DISCOVERY, CREATIVITY AND CRITICAL THOUGHT. SMITH IS COMMITTED TO ACCESS AND DIVERSITY, RECRUITING AND SUPPORTING TALENTED, AMBITIOUS WOMEN OF ALL BACKGROUNDS. SMITH EDUCATES WOMEN TO UNDERSTAND THE COMPLEXITY OF HUMAN HISTORY AND THE VARIETY OF THE WORLD'S CULTURES THROUGH ENGAGEMENT WITH SOCIAL, POLITICAL, AESTHETIC AND SCIENTIFIC ISSUES. SMITH PREPARES WOMEN TO FULFILL THEIR RESPONSIBILITIES TO THE LOCAL, NATIONAL AND GLOBAL COMMUNITIES IN WHICH THEY LIVE AND TO STEWARD THE RESOURCES THAT SUSTAIN THEM.
PROGRAM SERVICE ACCOMPLISHMENT #1FORM 990, PART III, LINE 4AUNDERGRADUATE EDUCATIONAL PROGRAM SERVING ~2,600 UNDERGRADUATES IN NORTHAMPTON AND 250 STUDYING ELSEWHERE. SMITH COLLEGE OFFERS 1,000 COURSES IN MORE THAN 50 AREAS OF STUDY. EACH YEAR, NEARLY HALF OF SMITH COLLEGE JUNIORS STUDY ABROAD. SMITH'S PROGRAMS IN FLORENCE, GENEVA, HAMBURG AND PARIS COMBINE RIGOROUS ACADEMICS WITH THE EXPERIENCE OF LIVING IN ANOTHER COUNTRY AND DISCOVERING A NEW CULTURE. FOR EXTRACURRICULAR ACTIVITIES, THE COLLEGE HAS MORE THAN 100 CHARTERED STUDENT ORGANIZATIONS WITH A RANGE OF SERVICES AND ACTIVITIES, 14 VARSITY SPORTS AND EXTENSIVE INTRAMURAL AND CLUB SPORTS PROGRAMS. THE CAMPUS SCHOOL (K TO 6) AND THE CENTER FOR EARLY CHILDHOOD EDUCATION SERVE AS LABORATORIES FOR THE DEPARTMENT OF EDUCATION & CHILD STUDY.
PROGRAM SERVICE ACCOMPLISHMENT #2FORM 990, PART III, LINE 4BTHE SCHOOL FOR SOCIAL WORK OFFERS A MASTER OF SOCIAL WORK (MSW) DEGREE, WHICH FOCUSES ON CLINICAL SOCIAL WORK AND EMPHASIZES DIRECT FIELD WORK PRACTICE. THE PROGRAM STRESSES THE INTEGRATION OF CLINICAL THEORY AND PRACTICE WITH AN UNDERSTANDING OF THE SOCIAL CONTEXTS IN WHICH PEOPLE LIVE. IT ALSO EMPHASIZES AN UNDERSTANDING OF THE SOCIAL POLICIES AND ORGANIZATIONAL STRUCTURE THAT INFLUENCE OUR SERVICE DELIVERY SYSTEM. IN ADDITION, THE SCHOOL OFFERS A PH.D. PROGRAM DESIGNED TO PREPARE MSW degree holders FOR LEADERSHIP POSITIONS IN CLINICAL RESEARCH, EDUCATION AND PRACTICE. IT ALSO HAS EXTENSIVE POSTGRADUATE OFFERINGS THROUGH ITS CONTINUING EDUCATION PROGRAM.
PROGRAM SERVICE ACCOMPLISHMENT #3FORM 990, PART III, LINE 4CGRADUATE EDUCATIONAL PROGRAM OFFERS MEN AND WOMEN GRADUATE WORK LEADING TO THE DEGREES OF MASTER OF ARTS IN TEACHING (ELEMENTARY, MIDDLE OR HIGH SCHOOL), MASTER OF FINE ARTS, MASTER OF EDUCATION OF THE DEAF, MASTER OF SCIENCE IN BIOLOGICAL SCIENCES, AND MASTER OF SCIENCE IN EXERCISE AND SPORT STUDIES. IN SPECIAL ONE-YEAR PROGRAMS, INTERNATIONAL STUDENTS MAY QUALIFY FOR A CERTIFICATE OF GRADUATE STUDIES OR A DIPLOMA IN AMERICAN STUDIES. EACH YEAR ~ 100 MEN AND WOMEN PURSUE SUCH ADVANCED WORK. INDIVIDUALS MAY ALSO ENROLL AS NON-DEGREE STUDENTS BY REGISTERING FOR ONE OR MORE COURSES. MOST GRADUATE COURSES ARE PLANNED FOR GRADUATE STUDENTS WHO ARE DEGREE CANDIDATES.
OTHER PROGRAM SERVICE ACCOMPLISHMENTFORM 990, PART III, LINE 4DPROGRAM SERVICE EXPENSES: 14,549,360 GRANTS AND ALLOCATIONS: 1,044,659 REVENUE: 12,513,278 PROFESSIONAL DEVELOPMENT AND SUMMER PROGRAMS: OUTREACH PROGRAMS EXTEND SMITH COLLEGE'S ACADEMIC AND CULTURAL RESOURCES TO THE BROADER COMMUNITY, BOTH LOCALLY AND NATIONALLY. THE COLLEGE OFFERS PROGRAMS FOR CHILDREN & THEIR FAMILIES, FROM PRE-SCHOOL THROUGH HIGH SCHOOL, AS WELL AS FOR EDUCATORS. SOME PROGRAMS HIGHLIGHT SMITH'S LEADERSHIP IN SCIENCE AND ENGINEERING EDUCATION. OTHERS REFLECT THE COLLEGE'S COMMITMENT TO CREATING OPPORTUNITIES FOR GIRLS AND YOUNG WOMEN. STILL OTHERS UTILIZE ITS WORLD-CLASS MUSEUM AND GARDENS, AS WELL AS OTHER RENOWNED CAMPUS RESOURCES. PROGRAM SERVICE EXPENSES: 1,548,423 GRANTS AND ALLOCATIONS: 0 REVENUE: 1,916,255 SMITH EXECUTIVE EDUCATION FOR WOMEN IS DESIGNED TO GROW WOMEN LEADERS. PARTICIPANTS IN SMITH'S EXECUTIVE PROGRAM BENEFIT FROM COURSES, SEMINARS & DISCUSSIONS THAT ARE CUSTOM-DESIGNED TO MEET THE NEEDS OF SPONSORING CORPORATIONS AND THE NEEDS OF INDIVIDUAL ATTENDEES. WORLD-CLASS FACULTY FROM MANY OF THE WORLD'S LEADING BUSINESS SCHOOLS AND CORPORATIONS ARE HAND-PICKED EACH YEAR TO TEACH IN SMITH'S EXECUTIVE EDUCATION PROGRAM, BASED ON CLASS MAKE-UP AND IDENTIFIED LEARNING OBJECTIVES. PARTICIPATION IN ANY SMITH EXECUTIVE EDUCATION PROGRAM GIVES PARTICIPANTS THE CHANCE TO NETWORK WITH THEIR PEERS FROM MANY OTHER COMPANIES, TO LEARN ABOUT OTHER INDUSTRIES, AND TO FORGE PROFESSIONAL RELATIONSHIPS AND FRIENDSHIPS WITH OTHER WOMEN PROFESSIONALS.
FORM 990 REVIEW PROCESSFORM 990, PART VI, SECTION B, LINE 11ASMITH COLLEGE'S DRAFT FORM 990 WAS REVIEWED BY MEMBERS OF THE TRUSTEES OF SMITH COLLEGE, THE ACCOUNTING STAFF, MANAGEMENT, THE BOARD OF TRUSTEES' AUDIT COMMITTEE, AND THE COLLEGE'S PAID TAX PROFESSIONALS. AN ELECTRONIC COPY OF THE FINAL RETURN WAS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING.
CONFLICT OF INTEREST POLICYFORM 990, PART VI, SECTION B, LINE 12CTRUSTEES AND OFFICERS ARE FIDUCIARIES OF THE COLLEGE AND ARE EXPECTED TO AVOID CONFLICTS AND THE APPEARANCE OF CONFLICTS BETWEEN THEIR PERSONAL INTERESTS, THE INTERESTS OF THE COLLEGE AND EACH OTHER. A) TRUSTEES OR OFFICERS WHO BELIEVE THAT THEY OR ANY MEMBER OF THEIR FAMILY MAY HAVE A CONFLICT OF INTEREST OR MAY APPEAR TO HAVE A CONFLICT OF INTEREST WITH RESPECT TO ANY PARTICULAR TRANSACTION PROMPTLY AND FULLY DISCLOSE THE CONFLICT TO THE PRESIDENT AND THE CHAIR OF THE BOARD OF TRUSTEES WHO TAKE APPROPRIATE ACTION. B)EACH TRUSTEE AND OFFICER FILES A FINANCIAL DISCLOSURE STATEMENT DETAILING CORPORATE AND OTHER OWNERSHIP INTERESTS AND BOARD MEMBERSHIPS BY THE TRUSTEE OR OFFICER AND HER OR HIS FAMILY MEMBERS AT LEAST ANNUALLY WITH THE SECRETARY OF THE BOARD. TRUSTEES AND OFFICERS HAVE AN AFFIRMATIVE OBLIGATION TO UPDATE THE FINANCIAL DISCLOSURE STATEMENTS AS THEY BECOME AWARE OF CHANGES IN THEIR FINANCIAL SITUATION. C) GENERAL TREATMENT OF DISCLOSURES: 1) ALL DISCLOSURES ARE MADE KNOWN TO THE MEMBERS OF THE EXECUTIVE COMMITTEE WHICH DETERMINE WHAT ACTION, IF ANY, TO TAKE AND WHETHER FURTHER DISCLOSURE TO OTHER MEMBERS OF THE BOARD IS REQUIRED. 2) ALL INFORMATION CONCERNING ACTUAL OR POTENTIAL CONFLICTS OF INTEREST IS MAINTAINED BY THE SECRETARY OF THE COLLEGE AND DISCLOSED ONLY TO THE MEMBERS OF THE EXECUTIVE COMMITTEE AND, IF NECESSARY, MEMBERS OF THE AUDIT COMMITTEE AND CONSULTANTS INVOLVED IN THE COLLEGE'S AUDITING PROCESS. IN ADDITION, MEMBERS OF THE PRESIDENT'S SENIOR ADMINISTRATIVE TEAM RECEIVE INFORMATION ABOUT DISCLOSURES ON A NEED TO KNOW BASIS. 3) THE SECRETARY OF THE BOARD ANNUALLY, AND AT OTHER TIMES ON REQUEST FROM ANY MEMBER OF THE BOARD, MAKES AVAILABLE TO THE MEMBERS OF THE BOARD COPIES OF THE CONFLICT OF INTEREST POLICY AND FORMS FOR DISCLOSING CONFLICTS. 4) EACH TRUSTEE AND OFFICER COMPLETES AND FILES ANNUALLY, OR MORE OFTEN AS DETERMINED BY THE EXECUTIVE COMMITTEE, A CONFLICT OF INTEREST DISCLOSURE STATEMENT WITH THE SECRETARY OF THE BOARD OF TRUSTEES. 5) THE TRUSTEE OR OFFICER HAVING SUCH CONFLICT DOES NOT VOTE AND DOES NOT PARTICIPATE OR USE ANY PERSONAL INFLUENCE IN THE DISCUSSION OF THE SUBJECT OR MAKE ANY RECOMMENDATIONS REGARDING THE SUBJECT.
COMPENSATION POLICYFORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR DUE DILIGENCE OF EXECUTIVE AND EMPLOYEE COMPENSATION TO ASSURE THAT ALL ASPECTS COMPLY WITH IRS REQUIREMENTS FOR NON-PROFIT COMPENSATION. THE EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION PACKAGE FOR THE PRESIDENT ANNUALLY, CONSIDERING COMPARISON INFORMATION AS WELL AS THE LEVEL OF SALARY INCREASES PROPOSED FOR FACULTY AND ADMINISTRATIVE STAFF. THE COMMITTEE OBTAINS AND RELIES ON THE FOLLOWING WRITTEN MATERIALS, PROVIDED IN ADVANCE OF THE MEETING: (1) HISTORICAL COMPENSATION FOR THE PRESIDENT, (2) YEARS OF SERVICE IN POSITION, AND (3) A MARKET STUDY OF COMPENSATION, BASED ON COMPARABLE DATA FROM 19 SELECTIVE LIBERAL ARTS COLLEGES. AFTER DISCUSSION, THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION FOR THE PRESIDENT. THE EXECUTIVE COMMITTEE AND THE PRESIDENT MEET TO DETERMINE THE COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES USING THE SAME CRITERIA.
PUBLIC DISCLOSUREFORM 990, PART VI, SECTION C, LINE 19THE COLLEGE'S FINANCIAL STATEMENTS ARE AVAILABLE ON ITS WEBSITE AT WWW.SMITH.EDU. THE COLLEGE'S FORM 990, FORM PC AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE AT WWW.MASS.GOV/AGO. THE COLLEGE WILL PROVIDE PAPER COPIES OF THE COLLEGE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORMS 990 AND 990-T UPON REQUEST.
NONDISCRIMINATORY POLICYSCHEDULE E, LINE 3DUE TO ITS NATIONAL AND INTERNATIONAL AUDIENCES FOR STUDENTS AND EMPLOYEES, SMITH COLLEGE INCLUDES ITS NOTICE OF NONDISCRIMINATION IN ALL MARKETING MATERIALS AND ON THE WEB. SMITH COLLEGE IS COMMITTED TO MAINTAINING A DIVERSE COMMUNITY IN AN ATMOSPHERE OF MUTUAL RESPECT AND APPRECIATION OF DIFFERENCES. SMITH COLLEGE DOES NOT DISCRIMINATE IN ITS EDUCATIONAL AND EMPLOYMENT POLICIES ON THE BASES OF RACE, COLOR, CREED, RELIGION, ETHNIC, OR NATIONAL ORIGIN, SEX, SEXUAL ORIENTATION, AGE, OR WITH REGARD TO THE BASES OUTLINED IN THE VRA AND ADA. SMITH'S ADMISSION POLICIES AND PRACTICES ARE GUIDED BY THE SAME PRINCIPLES CONCERNING WOMEN APPLYING TO THE UNDERGRADUATE PROGRAM AND ALL APPLICANTS TO THE GRADUATE PROGRAM. SMITH COLLEGE RECEIVED FINANCIAL AID OR ASSISTANCE FROM GOVERNMENT AGENCIES FOR THE BENEFIT OF THE COLLEGE'S STUDENTS.
LOANS TO EMPLOYEESSCHEDULE L, PART IITHE COLLEGE HAS A POLICY, AVAILABLE TO FACULTY AND SENIOR ADMINISTRATORS, OF MAKING A SECOND MORTGAGE LOAN TO ASSIST IN THE PURCHASE OF A NEW HOME IN THE AREA. EMPLOYEES ARE ELIGIBLE FOR A COLLEGE-PROVIDED LOAN TO PURCHASE A COMPUTER. DURING THE FISCAL YEAR ENDED JUNE 30, 2007, A TRANSITIONAL LOAN WAS AVAILABLE TO ALL REGULAR MONTHLY EMPLOYEES TO ASSIST IN THE TRANSITION FROM MONTHLY PAY PERIODS TO BI-WEEKLY PAY PERIODS. THE LOANS WILL BE REPAID BY JUNE 30, 2015.
STATE REGISTRATIONSCHEDULE E, PART I, LINE 3THE TRUSTEES OF SMITH COLLEGE IS ORGANIZED AND OPERATES IN MASSACHUSETTS AND MAKES ALL APPROPRIATE FILINGS IN MASSACHUSETTS. IT MAINTAINS CONTACT WITH ALUMNAE AND FRIENDS IN EVERY STATE.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
ALUMNAE ASSOCIATION OF SMITH COLLEGE
33 ELM STREETNORTHAMPTONMA01063042103649Alumnae SvcMA501(C)(3)11cna
SMITH STUDENTS' AID SOCIETY INC
123-125 ELM STREETNORTHAMPTONMA01063046052751STUDENT AIDMA501(c)(3)11cna
ASSOCIATED KYOTO PROGRAM
10 Elm Street College Hall 204NorthamptonMA01063042996114educationMA501(C)(3)11Cna

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1INVESTURE PRIVATE PARTNERS I LPBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1126 GARRETT STREET SUITE JAddressLine1
CityCHARLOTTESVILLECity
StateVAState
ZIP Code22902ZIPCode
FieldValueIRS element (for citing)
EIN201768049EIN
Primary ActivityINVESTMENTSPrimaryActivity
Legal Domicile StateVALegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1
FieldValueIRS element (for citing)
Predominant Income TypeINVESTMENTPredominantIncomeType
Share Of Total Income3132113ShareOfTotalIncome
Share Of EOY Assets42075736ShareOfEOYAssets
Disproportionate AllocationsfalseDisproportionateAllocations
General Or Managing PartnerfalseGeneralOrManagingPartner

Form990 Schedule R Part IV Form990ScheduleRPartIV (25 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodePrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAType Of EntityTypeOfEntityShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnershipEINEINBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
RD TRUST
BOA TRUST OPERATIONS PO BOX 989010BOSTONMA022989010TRUSTMAN/AT170814215761.00000
OK IRR TRUST
TD BANK WEALTH MGMT PO BOX 2499BRATTLEBOROVT053032499TRUSTVTN/AT143695134101.00000
PO-R TRUST
BOA TRUST OPERATIONS PO BOX 989010BOSTONMA022989010TRUSTMAN/AT237785476511.00000
PO-U TRUST
BOA TRUST OPERATIONS PO BOX 830269DALLASTX752830269TRUSTMAN/AT252565954001.00000
OS TRUST
BOA CT-102-07-08 777 MAIN STREETHARTFORDCT06115TRUSTCTN/AT151274613261.00000
EW TRUST
30 WALL STREET SUITE 1203NEW YORKNY100052204TRUSTNYN/AT4132018926751.00000
TW TRUST
BOA TRUST OPERATIONS PO BOX 989010BOSTONMA022989010TRUSTMAN/AT02610090.55400
VR TRUST
BOA 777 MAIN STHARTFORDCT06115TRUSTCTN/AT03017210.75320
MB CRUT
BNY MELLON 201 WASHINGTON STREETBOSTONNY021084408CRUTMAN/AT0644610.56150
BB CRUT
BNY MELLON 201 WASHINGTON STREETBOSTONMA021084408CRUTMAN/AT0474320.51080
SC CRUT
BNY MELLON 201 WASHINGTON STREETBOSTONMA021084408CRUTMAN/AT01482510.52340
DS CRUT
BNY MELLON 201 WASHINGTON STREETBOSTONMA021084408CRUTMAN/AT01967860.68080
NF CRUT
BNY MELLON 201 WASHINGTON STREETBOSTONMA021084408CRUTMAN/AT0737700.63660
MH CRUT
BNY MELLON 201 WASHINGTON STREETBOSTONMA021084408CRUTMAN/AT0373930.59660
EH CRUT
BNY MELLON 201 WASHINGTON STREETBOSTONMA021084408CRUTMAN/AT01495430.59700
EJ CRUT
BNY MELLON 201 WASHINGTON STREETBOSTONMA021084408CRUTMAN/AT0703850.69090
AK CRUT
BNY MELLON 201 WASHINGTON STREETBOSTONMA021084408CRUTMAN/AT0763960.52720
HP CRAT
BNY MELLON 201 WASHINGTON STREETBOSTONMA021084408CRATMAN/AT01423670.69730
DP CRUT
BNY MELLON 201 WASHINGTON STREETBOSTONMA021084408CRUTMAN/AT01281670.68610
RR CRUT
BNY MELLON 201 WASHINGTON STREETBOSTONMA021084408CRUTMAN/AT0268510.88360
ER CRUT
BNY MELLON 201 WASHINGTON STREETBOSTONMA021084408CRUTMAN/AT0645850.86430
GS CRAT
BNY MELLON 201 WASHINGTON STREETBOSTONMA021084408CRATMAN/AT01178760.51000
NS CRAT
BNY MELLON 201 WASHINGTON STREETBOSTONMA021084408CRATMAN/AT01128000.78630
SO PIF
BNY MELLON 201 WASHINGTON STREETBOSTONMA021084408PIFMAN/AT048934530.66260066188171
KK PIF
PO BOX 4570WILMINGTONDE19807PIFDETRUST0294750.70730NA
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiestrueReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgtrueGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgstruePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgstruePerformOfServicesByOtherOrgs
Sharing Of FacilitiestrueSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgtrueReimbursementPaidByOtherOrg
Other Transfer To Other OrgtrueOtherTransferToOtherOrg
Other Transfer From Other OrgtrueOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
INVESTURE PRIVATE PARTNERS I LP
A153197
INVESTURE PRIVATE PARTNERS I LP
Q3964576
INVESTURE PRIVATE PARTNERS I LP
R1121234
INVESTURE PRIVATE PARTNERS I LP
L240939