2026-04-10T16:48:26-05:00 2025-05-31 991856619 GRANT THORNTON ADVISORS LLC 2001 MARKET STREET SUITE 800 PHILADELPHIA PA 19103 990 2024-06-01 231352621 BRYN MAWR COLLEGE BRYN 6105265000 101 N MERION AVENUE BRYN MAWR PA 19010 TIJANA STEFANOVIC INTERIM VP FINANCE 6105265632 2026-04-15 1 0 RUSSLEE L ARMSTRONG P00288383 2155614200 2024 2025-03-06 01:10:19Z GWENDOLYN CADGE 101 N MERION AVENUE BRYN MAWR PA 19010 419280346 0 X WWW.BRYNMAWR.EDU X 1885 PA PROVIDE A RIGOROUS EDUCATION AND ENCOURAGE PURSUIT OF KNOWLEDGE AS PREPARATION FOR LIFE AND WORK. 29 29 2334 879 -902628 0 27069253 30529058 130193732 136158605 96958153 106573666 361632 433107 254582770 273694436 53171148 57394723 0 0 86199175 92073117 0 0 5286247 72952759 75809119 212323082 225276959 42259688 48417477 1601208391 1689158235 140257137 134663775 1460951254 1554494460 X SEE SCHEDULE O 0 0 168794898 57321707 132550051 INSTRUCTION: DURING THE YEAR, BRYN MAWR COLLEGE'S ENROLLMENT CONSISTED OF APPROXIMATELY 1,463 FULL AND PART-TIME UNDERGRADUATE STUDENTS AND 318 GRADUATE AND PROFESSIONAL STUDENTS. IN FY2025, BRYN MAWR CONFERRED 382 BACHELOR'S DEGREES; 60 POST-BACCALAUREATE CERTIFICATES; 90 MASTER'S DEGREES AND 2 DOCTORAL DEGREES. SEVENTY EIGHT PERCENT OF FULL-TIME UNDERGRADUATE STUDENTS RECEIVED SOME FORM OF FINANCIAL AID. THE AVERAGE AID AWARD FOR STUDENTS WITH ASSESSED FINANCIAL NEED WAS $67,305. IN ADDITION, DURING FISCAL YEAR 2025, THE COLLEGE PROVIDED OVER $0.9 MILLION IN SUBAWARDS TO OTHER INSTITUTIONS FOR INSTRUCTION IN CRITICAL LANGUAGES. 2666714 70744 2666714 RESEARCH: SINCE ITS FOUNDING IN 1885, THE COLLEGE HAS MAINTAINED ITS CHARACTER AS A SMALL RESIDENTIAL COMMUNITY WHICH FOSTERS CLOSE WORKING RELATIONSHIPS BETWEEN FACULTY AND STUDENTS. THE FACULTY OF TEACHER/SCHOLARS EMPHASIZES LEARNING THROUGH CONVERSATION AND COLLABORATION, PRIMARY READING, ORIGINAL RESEARCH AND EXPERIMENTATION. THE COLLEGE'S FACULTY RESEARCH SUPPORT PROGRAMS REFLECT A STRONG INSTITUTIONAL COMMITMENT TO FACULTY SCHOLARSHIP AND TO THE RELATIONSHIP BETWEEN TEACHING AND RESEARCH. 1710918 2272 941840 PUBLIC SERVICE AND CIVIC ENGAGEMENT: BRYN MAWR COLLEGE'S PHEBE ANNA THORNE SCHOOL HAS BEEN SERVING CHILDREN, ADOLESCENTS, AND ADULTS IN THE GREATER PHILADELPHIA AREA FOR MORE THAN SIXTY YEARS. THE THORNE SCHOOL CONTINUES TO OFFER DEVELOPMENTALLY ORIENTED, CHILD-CENTERED PRE-SCHOOL AND KINDERGARTEN PROGRAMS. CIVIC ENGAGEMENT COLLABORATES WITH COMMUNITY-BASED ORGANIZATIONS TO PREPARE STUDENTS TO BE SOCIALLY RESPONSIBLE LEADERS AND CITIZENS THROUGH PURPOSEFUL ACTION, REFLECTION, AND LEARNING. A WIDE VARIETY OF PROGRAMS INCLUDE PROVIDING DIRECT SERVICE SUCH AS TUTORING, TAX PREPARATION, MENTORING, COMMUNITY GARDENING, AND LEADERSHIP TRAINING, AND REFLECTING ON THAT SERVICE INSIDE AND OUTSIDE OF A CLASSROOM SETTING. (SEE SHEDULE O)THIS DYNAMIC COMBINATION OF THE PRACTICAL AND THE ACADEMIC HELPS SHAPE STUDENTS' PROFESSIONAL GOALS, GIVES THEM REAL WORK EXPERIENCE, AND PROVIDES THE PHILADELPHIA METROPOLITAN AREA WITH MUCH-NEEDED SERVICES. 173172530 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 432 0 1 2334 1 1 1 1 FR 0 0 0 0 0 0 0 0 1 1 X 29 29 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AK CO DC MD MA MI NV NH NY OH OK OR SC WA X X TIJANA STEFANOVIC INTERIM VP FINAN 6105265632 101 N MERION AVE BRYN MAWR PA 19010 CYNTHIA ARCHER CHAIR BOARD OF TRUSTEES 3.00 0.00 X X 0 0 0 CHRISTY A ALLEN TRUSTEE 2.00 0.00 X 0 0 0 SALLY BACHOFER TRUSTEE 2.00 0.00 X 0 0 0 MARGARET BREEN TRUSTEE 2.00 0.00 X 0 0 0 CHARLIE BRUCE TRUSTEE 2.00 0.00 X 0 0 0 JUDITH CALHOUN TRUSTEE (BEG 10/24) 2.00 0.00 X 0 0 0 CYNTHIA CHALKER TRUSTEE 2.00 0.00 X 0 0 0 MARY L CLARK TRUSTEE 2.00 0.00 X 0 0 0 RHEA GRAHAM TRUSTEE 2.00 0.00 X 0 0 0 JING-YEA HSU TRUSTEE 2.00 0.00 X 0 0 0 DIANE JAFFEE TRUSTEE 2.00 0.00 X 0 0 0 KIKI JAMIESON TRUSTEE 2.00 0.00 X 0 0 0 TUAJUANDA C JORDAN TRUSTEE 2.00 0.00 X 0 0 0 KAREN KERR TRUSTEE 2.00 0.00 X 0 0 0 GINA KIM TRUSTEE 2.00 0.00 X 0 0 0 JEFFREY I KOHN TRUSTEE 2.00 0.00 X 0 0 0 AMY T LOFTUS VICE CHAIR, BOARD OF TRUSTEES 3.00 0.00 X X 0 0 0 MOLLY MACDOUGALL TRUSTEE 2.00 0.00 X 0 0 0 JAMES MATTEO TRUSTEE 2.00 0.00 X 0 0 0 PATRICK T MCCARTHY VICE CHAIR, BOARD OF TRUSTEES 3.00 0.00 X X 0 0 0 BARRY MILLS TRUSTEE 2.00 0.00 X 0 0 0 SARA MORENO TRUSTEE 2.00 0.00 X 0 0 0 LORI A PERINE TRUSTEE 2.00 0.00 X 0 0 0 COURTNEY SEIBERT-FENNIMORE TRUSTEE 2.00 0.00 X 0 0 0 THABANI CLEMENS SINKULA TRUSTEE 2.00 0.00 X 0 0 0 SASKIA SUBRAMANIAN TRUSTEE 2.00 0.00 X 0 0 0 ANITA NTEM THOMAS TRUSTEE (BEG 10/24) 2.00 0.00 X 0 0 0 LORELEI A VARGAS TRUSTEE 2.00 0.00 X 0 0 0 SEVERA VON WENTZEL TRUSTEE 2.00 0.00 X 0 0 0 TERESA WALLACE SECRETARY, BOARD OF TRUSTEES 3.00 0.00 X X 0 0 0 KIMBERLY CASSIDY PRESIDENT (THRU 6/24); PROFESSOR 40.00 0.00 X 760428 0 99657 GWENDOLYN CADGE - PRES OF THE COLLEGE & PROF. (BEG 7/24) 40.00 0.00 X 307077 0 81151 TIMOTHY HARTE PROVOST & PROFESSOR 40.00 0.00 X 285343 0 57165 TIJANA STEFANOVIC INTERIM CFO (THRU 3/25); CONTROLLER 40.00 0.00 X 298702 0 40410 MILLICENT BOND SECRETARY OF THE COLLEGE (THRU 5/25) 40.00 0.00 X 168430 0 35787 SUSAN KRAUS COLLEGE COUNSEL (BEG 7/24) 40.00 0.00 X 167670 0 18939 SAMUEL B MAGDOVITZ COLLEGE COUNSEL (THRU 6/24) 40.00 0.00 X 146754 0 27998 AMANDA CHUDNOW SECRETARY OF THE COLLEGE (BEG 5/25) 40.00 0.00 X 108905 0 24291 SAMIR DATTA VP FOR FINANCE & ADMIN. (BEG 3/25) 40.00 0.00 X 0 0 0 BROOKE H JONES VP & CHIEF INVESTMENT OFFICER 40.00 0.00 X 1323569 0 69450 KARLENE BURRELL-MCRAE DEAN OF THE UG COLLEGE (THRU 1/25) 40.00 0.00 X 422615 0 33392 ROBERT MILLER VP FOR ALUMNI RELATIONS & DEV. 40.00 0.00 X 402329 0 44982 CHERYL LYNN HORSEY VP OF ENROLLMENT 40.00 0.00 X 274377 0 51924 GINA SIESING CIO & DIR OF LIBRARIES (THRU 1/25) 40.00 0.00 X 244814 0 51174 GENE KIM MANAGING DIRECTOR, INVESTMENTS 40.00 0.00 X 521058 0 34839 DEEPAK KUMAR PROFESSOR 40.00 0.00 X 245104 0 66600 JANET SHAPIRO EISENBERG - DEAN GRAD SCHOOL OF SOC. WORK & PROF. 40.00 0.00 X 239742 0 50795 MARIA QUINTERO PROFESSOR 40.00 0.00 X 229315 0 47400 PAUL MELVIN PROFESSOR 40.00 0.00 X 229977 0 41867 6376209 0 877821 205 0 1 0 THE SULLIVAN CO 2 LA GRANGE AVE ESSINGTON PA 19029 BUILDING CONTRACTOR 6485299 GARDNER FOX ASSOCIATES INC 919 GLENBROOK AVE BRYN MAWR PA 19010 BUILDING CONTRACTOR 2223066 HAINES & KIBBLEHOUSE INC 4747 S BROAD ST BLDG 101 STE 110 PHILADELPHIA PA 19112 BUILDING CONTRACTOR 1781500 HATZEL & BUEHLER INC 3600 SILVERSIDE RD WILMINGTON DE 19810 BUILDING CONTRACTOR 1496719 DELRAN BUILDERS CO INC 7909 FLOURTOWN AVE WYNDMOOR PA 19038 BUILDING CONTRACTOR 1306101 57 5407000 25122058 2755662 30529058 GROSS TUITION 611710 104652193 104652193 ROOM AND BOARD 721310 23665563 23665563 OTHER AUXILIARY SVCS 532000 4176912 3528426 648486 TRI-COLLEGE PROGRAMS 611710 2242711 2242711 PUBLIC SERVICE FEES 611710 941840 941840 479386 479386 136158605 63340676 -1647286 64987962 4335 4335 505 505 188814565 145585910 43228655 43228655 96172 43132483 VENDING/MISC SALES 900099 432602 432602 432602 273694436 135510119 -902628 108557887 1039307 1039307 56036339 56036339 319077 319077 5960195 1361120 4107750 491325 65592236 53465851 9170869 2955516 5906903 4385975 1226534 294394 10025799 7515967 2041922 467910 4587984 3440422 928897 218665 379050 53640 325410 358218 358218 41725 1595 40130 14900704 47793 14852425 486 7085201 3337276 3668467 79458 97079 59326 37753 12066922 9213887 2691193 161842 3803379 1853718 1841490 108171 3292552 2831428 441792 19332 2433982 2072245 219964 141773 2237315 1349943 715961 171411 4586842 4079216 465171 42455 14424218 13127671 1163038 133509 1323885 91243 1232642 STUDY ABROAD PROGRAM 4317119 4317119 0 0 LIBRARY ACQUISITIONS 2661606 2659730 1876 0 POOLED INCOME FUND EXP 1199161 0 1199161 0 BI/TRI-CLG. SHARED EXP 600161 512642 87519 0 225276959 173172530 46818182 5286247 7818 7812 105455479 103445531 13033616 14966274 3417568 3310710 1663256 1611289 1834922 1682150 497277408 284743834 205104836 212533574 651398845 673421595 614152323 672907893 0 0 5139728 5271407 1601208391 1689158235 14177503 12465174 0 0 4301462 4424283 111535159 107492384 10243013 10281934 140257137 134663775 X 725766842 767204421 735184412 787290039 1460951254 1554494460 1601208391 1689158235 48417477 45125729 0 X 0 1 X 1 1 1 X 47879373 27740557 28895686 27069253 30529058 162113927 47879373 27740557 28895686 27069253 30529058 162113927 162113927 49512405 50476123 56540066 61740437 63345516 281614547 278581 384630 457682 361632 432602 1915127 445643601 606593512 0.36380 0.36930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 1 41725 41725 0 PART II-B, LINE 1, LOBBYING ACTIVITIES: BRYN MAWR COLLEGE MAINTAINS PROFESSIONAL MEMBERSHIPS WITH MANY EXEMPT ORGANIZATIONS THAT AS PART OF THEIR MISSIONS STRIVE TO REPRESENT THE INTERESTS AND VIEWPOINTS OF HIGHER EDUCATION TO THE NATIONAL AND STATE LEGISLATURES. ACCORDINGLY, A PORTION OF THE DUES PAID TO THESE MEMBERSHIP ORGANIZATIONS IS REPORTED HERE AS IT MAY BE ATTRIBUTABLE TO LOBBYING ACTIVITIES. SOME OF THESE ORGANIZATIONS ARE: NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS (NACUBO), ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES OF PENNSYLVANIA (AICUP), AMERICAN ASSOCIATION OF UNIVERSITY WOMEN (AAUW), PENNSYLVANIA CONSORTIUM FOR THE LIBERAL ARTS (PCLA), NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS (NASFAA), NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY ATTORNEYS (NACUA), NATIONAL ASSOCIATION OF CLERY COMPLIANCE OFFICERS AND PROFESSIONALS (NACCOP), NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING (NACAC), COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES (CUPA-HR), CONSORTIUM ON FINANCING HIGHER EDUCATION (COFHE), ASSOCIATION OF AMERICAN COLLEGES AND UNIVERSITIES (AAC&U), AND AMERICAN COUNCIL ON EDUCATION (ACE). 0 25256040 X X X X 0 1245372302 13203658 145906538 11814914 48410745 19202000 1325054843 1176987034 28251239 117518499 10820830 47124640 19439000 1245372302 1240892999 22981026 -17043862 10127987 44406144 15309000 1176987034 1224350585 16353429 63795654 9371450 41195219 13040000 1240892999 901011027 19128366 365938845 9003696 41361957 11362000 1224350585 0.42740 0.26590 0.30670 0 0 9252038 9252038 414926799 240751938 174174861 65109622 38248253 26861369 7988949 5743643 2245306 212533574 DIVERSIFIERS 153761862 F PRIVATE EQUITY 519146031 F 672907893 ANNUITY OBLIGATIONS 5356747 OTHER LT LIABILITIES 4925187 10281934 X 243610300 45125729 -54691225 -9565496 253175796 20518640 20518640 273694436 150067094 0 150067094 20518640 54691225 75209865 225276959 PART III, LINE 4: THE COLLEGE'S ART AND ARTIFACT COLLECTIONS NUMBER MORE THAN 50,000 OBJECTS. THESE COLLECTIONS ENCOMPASS FIVE AREAS: FINE ARTS AND MUSIC; ARCHAEOLOGY; DECORATIVE ARTS; AND GEOLOGY. THE COLLECTIONS ENHANCE THE MISSION OF BRYN MAWR COLLEGE AND SERVE AS A RESOURCE FOR DIVERSE ACADEMIC DEPARTMENTS, INCLUDING HISTORY OF ART, CLASSICS, ANTHROPOLOGY, FINE ARTS, GROWTH AND STRUCTURE OF CITIES, GEOLOGY, HISTORY AND LANGUAGES. EACH YEAR HUNDREDS OF OBJECTS FROM THE COLLECTIONS ARE UTILIZED FOR RESEARCH BY FACULTY, STUDENTS, AND OUTSIDE SCHOLARS. IN ADDITION, OBJECTS ARE REGULARLY LOANED TO REGIONAL, NATIONAL, AND INTERNATIONAL MUSEUM EXHIBITIONS. PART V, LINE 4: THE COLLEGE'S ENDOWMENT FUNDS CONSIST OF BOTH DONOR RESTRICTED AND BOARD DESIGNATED FUNDS. THE ENDOWMENT SUPPORTS FINANCIAL AID, GRANTS, INSTRUCTIONAL AND RESEARCH PROGRAMS, LECTURES, LIBRARY PURCHASES, AND GENERAL OPERATIONS. PART X, LINE 2: FIN 48 FOOTNOTE THE COLLEGE HAS BEEN GRANTED TAX-EXEMPT STATUS AS A NON-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND ACCORDINGLY, FILES ANNUALLY FEDERAL TAX FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX). THE COLLEGE ALSO FILES FEDERAL TAX FORM 990-T (EXEMPT ORGANIZATIONS BUSINESS INCOME TAX RETURN). THE COLLEGE MONITORS AND EVALUATES ITS ACTIVITIES FOR UNRELATED BUSINESS INCOME. THE TAX CUTS AND JOBS ACT (THE "ACT") WAS ENACTED ON DECEMBER 22, 2017. THE ACT IMPACTS THE COLLEGE IN SEVERAL WAYS, INCLUDING AN EXCISE TAX ON NET INVESTMENT INCOME, CHANGES TO THE NET OPERATING LOSS RULES, REPEAL OF THE ALTERNATIVE MINIMUM TAX (AMT), AND THE COMPUTATION OF UBTI SEPARATELY FOR EACH UNRELATED TRADE OR BUSINESS. THE COLLEGE HAS USED THE PUBLISHED FEDERAL GUIDANCE TO ESTIMATE THE TAX LIABILITY THAT THE ACT HAS CREATED FOR THE YEAR ENDING WITH MAY 31, 2025. PART XI, LINE 2D - OTHER ADJUSTMENTS: DISCOUNTS FOR TUITION, ROOM, AND BOARD (RECLASS) -54,691,225. PART XII, LINE 4B - OTHER ADJUSTMENTS: DISCOUNT FOR TUITION, ROOM, AND BOARD (RECLASS) 54,691,225. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 BRYN MAWR COLLEGE'S POLICY IS POSTED ON ITS WEBSITE AND CONTAINED IN PRINTED ENROLLMENT MATERIALS PROVIDED TO ALL PROSPECTIVE STUDENTS. SCHEDULE E, LINE 6 - EXPLANATION OF GOVERNMENT FINANCIAL AID: BRYN MAWR COLLEGE RECEIVES FEDERAL, STATE, AND LOCAL GOVERNMENT FUNDING FOR FINANCIAL AID, PROGRAM SUPPORT, AND RESEARCH. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES RESEARCH AND PROFESSIONAL DEVELOPMENT 11894 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 413884379 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES CURRICULUM 19941 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES STUDY ABROAD 106135 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES FELLOWSHIPS 17800 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES RECRUITING 13846 EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS 17047 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES RESEARCH AND PROFESSIONAL DEVELOPMENT 33686 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES CURRICULUM 162197 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES RESEARCH AND PROFESSIONAL DEVELOPMENT 185961 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES STUDY ABROAD 1782665 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES RECRUITING 2476 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES FELLOWSHIPS 232520 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 9885 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 17448831 EUROPE (INCLUDING ICELAND & GREENLAND) 0 10 PROGRAM SERVICES SUMMER LANGUAGE SCHOOL 219037 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 FUNDRAISING 40930 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES CURRICULUM 7297 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES RESEARCH AND PROFESSIONAL DEVELOPMENT 4528 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES FELLOWSHIPS 22465 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES STUDY ABROAD 109091 NORTH AMERICA 0 0 PROGRAM SERVICES RECRUITING 844 NORTH AMERICA 0 0 PROGRAM SERVICES INVESTMENTS 5754564 NORTH AMERICA 0 0 PROGRAM SERVICES RESEARCH AND PROFESSIONAL DEVELOPMENT 21891 NORTH AMERICA 0 0 PROGRAM SERVICES FELLOWSHIPS 11492 NORTH AMERICA 0 0 PROGRAM SERVICES CURRICULUM 1680 RUSSIA AND NEWLY INDEPENDENT STATES (KAZAKHSTAN) 0 0 PROGRAM SERVICES FELLOWSHIPS 14500 SOUTH AMERICA 0 0 PROGRAM SERVICES FELLOWSHIPS 4800 SOUTH AMERICA 0 0 PROGRAM SERVICES STUDY ABROAD 131210 SOUTH AMERICA 0 0 PROGRAM SERVICES RESEARCH AND PROFESSIONAL DEVELOPMENT 16437 SOUTH AMERICA 0 0 PROGRAM SERVICES CURRICULUM 50235 SOUTH ASIA 0 0 PROGRAM SERVICES RECRUITING 3264 SOUTH ASIA 0 0 PROGRAM SERVICES FELLOWSHIPS 10000 SOUTH ASIA 0 0 PROGRAM SERVICES RESEARCH AND PROFESSIONAL DEVELOPMENT 8503 SOUTH ASIA 0 0 INVESTMENTS 15186 SOUTH ASIA 0 0 FUNDRAISING 3041 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES RESEARCH AND PROFESSIONAL DEVELOPMENT 5228 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES CURRICULUM 34581 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES FELLOWSHIPS 5500 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES STUDY ABROAD 91374 SUB-SAHARAN AFRICA 0 1 PROGRAM SERVICES CURRICULUM 8375 0 0 0 11 0 11 414104728 26420588 440525316 FELLOWSHIP AND PRIZES EAST ASIA AND THE PACIFIC 3 17800 BANK CHECK FMV FELLOWSHIP AND PRIZES EUROPE (INCLUDING ICELAND & GREENLAND) 32 232520 BANK CHECK FMV FELLOWSHIP AND PRIZES MIDDLE EAST AND NORTH AFRICA 4 22465 BANK CHECK FMV FELLOWSHIP AND PRIZES NORTH AMERICA 3 11492 BANK CHECK FMV FELLOWSHIP AND PRIZES RUSSIA AND NEWLY INDEPENDENT STATES (KAZAKHSTAN) 5 14500 BANK CHECK FMV FELLOWSHIP AND PRIZES SOUTH AMERICA 16 4800 BANK CHECK FMV FELLOWSHIP AND PRIZES SOUTH ASIA 1 10000 BANK CHECK FMV FELLOWSHIP AND PRIZES SUB-SAHARAN AFRICA 2 5500 BANK CHECK FMV 1 1 1 1 1 1 PART I, LINE 2: BRYN MAWR COLLEGE STUDENTS MUST SUBMIT AN APPLICATION TO PARTICIPATE IN THE STUDY ABROAD PROGRAM. THE PROGRAM OFFICE MAINTAINS A LIST OF FOREIGN INSTITUTIONS WHICH MEET THE ACADEMIC REQUIREMENTS OF THE COLLEGE. A COMMITTEE REVIEWS AND APPROVES EACH APPLICATION. STUDENTS ENROLLED IN A STUDY ABROAD PROGRAM ARE BILLED COLLEGE TUITION AND ALL FINANCIAL AID FOR STUDY ABROAD IS POSTED TO STUDENTS' ACCOUNTS AT THE COLLEGE. THE COLLEGE REMITS TUITION PAYMENTS DIRECTLY TO THE OVERSEAS PROGRAM ON BEHALF OF THE STUDENTS. GRADUATE STUDENTS WHO RECEIVE FELLOWSHIPS TO PURSUE RESEARCH OVERSEAS ARE MONITORED BY ADVISORS THROUGH REPORTS AND MEASUREMENT OF ACADEMIC PROGRESS. 1 AMERICAN COUNCILS FOR INTERNATIONAL EDUCATION 1776 MASSACHUSETTS AVENUE NW STE 700 WASHINGTON DC 20036 521067256 501(C)(3) 917463 0 FOREIGN LANGUAGE TRAINING FOUNDATION FOR COMMUNITY SERVICES HARCUM COLLEGE 750 W MONTGOMERY AVE BRYN MAWR PA 19010 232844309 501(C)(3) 37500 0 OPERATIONAL SUPPORT SMITHSONIAN INSTITUTION 1000 JEFFERSON DR SW WASHINGTON DC 20560 530206027 501(C)(3) 32405 0 RESEARCH SUPPORT UNIVERSITY OF COLORADO 1800 GRANT ST STE 600 DENVER CO 80203 846000555 501(C)(3) 13745 0 RESEARCH SUPPORT BRANDEIS UNIVERSITY 415 SOUTH ST WALTHAM MA 02453 042103552 501(C)(3) 13088 0 RESEARCH SUPPORT COMMUNITY COLLEGE OF PHILADELPHIA 1700 SPRING GARDEN ST PHILADELPHIA PA 19130 232612698 501(C)(3) 11600 0 RESEARCH SUPPORT JOHNS HOPKINS UNIVERSITY 3910 KESWICK RD N4327B BALTIMORE MD 21218 520595110 501(C)(3) 10613 0 RESEARCH SUPPORT 7 0 STUDENT FINANCIAL SUPPORT 1228 56036339 PART I, LINE 2: FINANCIAL AID TO INDIVIDUALS IS AWARDED BY THE COLLEGE'S FINANCIAL AID PROFESSIONALS IN ACCORDANCE WITH COLLEGE POLICIES. FINANCIAL AID IS ELECTRONICALLY DISBURSED AND CREDITED TO THE INDIVIDUAL STUDENT'S ACCOUNT FOR TUITION, FEES, ROOM, BOARD, AND OTHER ELIGIBLE CHARGES. AWARDS TO SUB-RECIPIENTS ARE IN ACCORDANCE WITH COLLEGE POLICIES AND PROVISIONS UNDER UNIFORM GUIDANCE. X X X X 1 1 X X X 0 0 0 0 0 0 0 1 0 BROOKE H JONES VP & CHIEF INVESTMENT OFFICER 693569 0 630000 0 0 0 34500 0 34950 0 1393019 0 0 0 KIMBERLY CASSIDY PRESIDENT (THRU 6/24); PROFESSOR 722428 0 0 0 38000 0 34500 0 65157 0 860085 0 0 0 GENE KIM MANAGING DIRECTOR, INVESTMENTS 362298 0 158760 0 0 0 34500 0 339 0 555897 0 0 0 KARLENE BURRELL-MCRAE DEAN OF THE UG COLLEGE (THRU 1/25) 357615 0 65000 0 0 0 6017 0 27375 0 456007 0 0 0 ROBERT MILLER VP FOR ALUMNI RELATIONS & DEV. 402329 0 0 0 0 0 34500 0 10482 0 447311 0 0 0 GWENDOLYN CADGE - PRES OF THE COLLEGE & PROF. (BEG 7/24) 307077 0 0 0 0 0 31250 0 49901 0 388228 0 0 0 TIMOTHY HARTE PROVOST & PROFESSOR 285343 0 0 0 0 0 29250 0 27915 0 342508 0 0 0 TIJANA STEFANOVIC INTERIM CFO (THRU 3/25); CONTROLLER 288702 0 10000 0 0 0 29928 0 10482 0 339112 0 0 0 CHERYL LYNN HORSEY VP OF ENROLLMENT 274377 0 0 0 0 0 27900 0 24024 0 326301 0 0 0 DEEPAK KUMAR PROFESSOR 245104 0 0 0 0 0 24676 0 41924 0 311704 0 0 0 GINA SIESING CIO & DIR OF LIBRARIES (THRU 1/25) 244814 0 0 0 0 0 24650 0 26524 0 295988 0 0 0 JANET SHAPIRO EISENBERG - DEAN GRAD SCHOOL OF SOC. WORK & PROF. 239742 0 0 0 0 0 24631 0 26164 0 290537 0 0 0 MARIA QUINTERO PROFESSOR 229315 0 0 0 0 0 23376 0 24024 0 276715 0 0 0 PAUL MELVIN PROFESSOR 229977 0 0 0 0 0 22936 0 18931 0 271844 0 0 0 MILLICENT BOND SECRETARY OF THE COLLEGE (THRU 5/25) 168430 0 0 0 0 0 17000 0 18787 0 204217 0 0 0 SUSAN KRAUS COLLEGE COUNSEL (BEG 7/24) 167670 0 0 0 0 0 16665 0 2274 0 186609 0 0 0 SAMUEL B MAGDOVITZ COLLEGE COUNSEL (THRU 6/24) 146754 0 0 0 0 0 15004 0 12994 0 174752 0 0 0 PART I, LINE 1A FIRST-CLASS TRAVEL IS OCCASIONALLY ALLOWED FOR INTERNATIONAL AND LONG-HAUL FLIGHTS AND RAIL TRANSPORTATION. AS A CONDITION OF EMPLOYMENT, THE PRESIDENT IS REQUIRED TO RESIDE IN COLLEGE-OWNED HOUSING. THE RESIDENCE MUST BE AND IS USED FOR COLLEGE BUSINESS AND COLLEGE-SPONSORED FUNCTIONS. THE ESTIMATED VALUE OF THE PRESIDENT'S HOUSING IS EXCLUDED FROM TAXABLE INCOME BUT DISCLOSED ON SCHEDULE J, COLUMN D, NONTAXABLE BENEFITS. THE ESTIMATED VALUE FOR CY2024 FOR BOTH THE OUTGOING AND INCOMING PRESIDENT WAS $62,702. THE OUTGOING PRESIDENT WAS PROVIDED TAXABLE INCOME IN LIEU OF A PENSION CONTRIBUTION FOR WHICH THE COLLEGE ALSO PROVIDED A GROSS-UP PAYMENT FOR TAXES. THESE PAYMENTS ARE REPORTED IN COLUMN B(III). PART I, LINE 7 BONUSES, AS REPORTED IN COLUMN B(II), ARE BASED ON A NUMBER OF VARIABLES SUCH AS INDIVIDUAL GOAL ACHIEVEMENTS, OPERATIONAL ACHIEVEMENTS OR TEMPORARY ASSUMPTIONS OF EXTRA DUTIES. BONUSES ARE DETERMINED AS PART OF THE OVERALL COMPENSATION REVIEW. AN ADDITIONAL NON-FIXED PAYMENT, TAXABLE INCOME IN LIEU OF A COLLEGE PENSION CONTRIBUTION, IS REPORTED IN COLUMN B(III). REFER TO THE EXPLANATION FOR LINE 1A. A PA HGH ED FAC AT BRYN MAWR COLLEGE SERIES 2010 232243852 70917RF75 2010-05-26 15962636 CURRENT REFUND SER.1999;ISSUE COSTS 0 0 0 B PA HGH ED FAC AT BRYN MAWR COLLEGE SERIES 2014 232243852 70917SKZ5 2014-07-09 57487399 CPTL PROJECT; ISSUE COST;ADV.RFND SER. 2012;CAP.INT 0 0 0 C MNTGMRY CNTY IND DEV AUTH BRYN MAWR SERIES 2017 232245125 61361RAF2 2017-06-01 22248671 CPTL PROJECT;ISSUE COST;ADV.RFND SER.2012;CAP.INT 0 0 0 D PA HGH ED FAC AT BRYN MAWR COLLEGE SERIES 2019 232243852 70917S4X8 2019-09-05 30327611 CRNT REFUNDING OF PHEFA SERIES 2007;COST OF ISSUE 0 0 0 A 10475000 15962636 302627 15660009 2010 1 0 1 1 B 10900000 57700350 2566735 464162 30181823 24487629 2017 0 1 1 1 C 22248671 78671 22170000 2017 1 0 1 1 D 2535000 32038814 86721 9074293 22877800 2022 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 C 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 D 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 0 1 UBS INVESTMENT BANK 19.000000000000 0 1 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 0 0 1 0 0 0 0 1 D 0 0 0 1 0 0 0 0 1 A 1 B 1 C 1 D 1 SCHEDULE K, PART IV, ARBITRAGE, LINE 2C: PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY BRYN MAWR COLLEGE SERIES 2014 ARBITRAGE REBATE CALCULATED 8/9/17, NEGATIVE ARBITRAGE AS OF 6/30/17, THEREFORE NO REBATE DEPOSIT NECESSARY. MONTGOMERY COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY BRYN MAWR SERIES 2017 ARBITRAGE REBATE CALCULATED 10/16/2017, NO REBATE LIABILITY THROUGH THE END OF THE COMPUTATION PERIOD ENDING 6/1/2022. PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY BRYN MAWR COLLEGE SERIES 2019 ARBITRAGE REBATE CALCULATED 11/29/21 NEGATIVE ARBITRAGE AS OF 10/19/21, THEREFORE NO REBATE DEPOSIT NECESSARY. X 63 2751826 FMV X FURNISHINGS 1 3836 0 1 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: THIRD PARTY ASSISTANCE OF NONCASH CONTRIBUTIONS: THE COLLEGE USES A BROKER TO HANDLE RECEIPT AND SALE OF DONATED SECURITIES. SALE PROCEEDS, TRANSACTIONS STATEMENTS, AND MONTHLY REPORTS ARE SENT TO THE COLLEGE. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: BRYN MAWR COLLEGE EDUCATES STUDENTS TO THE HIGHEST STANDARD OF EXCELLENCE TO PREPARE THEM FOR LIVES OF PURPOSE. THE COLLEGE'S RIGOROUS LIBERAL ARTS CURRICULUM AND DISTINGUISHED GRADUATE PROGRAMS FOSTER A THIRST FOR KNOWLEDGE, OPEN INQUIRY, GLOBAL PERSPECTIVES, CIVIC ENGAGEMENT, AND INNOVATION THROUGH STUDY ACROSS THE ARTS, HUMANITIES, SCIENCES, AND SOCIAL SCIENCES. A WORLD-CLASS FACULTY OF TEACHER-SCHOLARS, A TALENTED STAFF, AND A TIGHT-KNIT STUDENT BODY CULTIVATE INTELLECTUAL CURIOSITY, INDEPENDENCE, PERSONAL INTEGRITY, AND RESILIENCE IN A COMMUNITY OF PASSIONATE, JOYFUL LEARNERS. FORM 990, PART VI, SECTION B, LINE 11B FORMS 990 AND 990-T WERE PREPARED BY AN EXTERNAL INDEPENDENT ACCOUNTING FIRM. A COPY OF THE DRAFT OF FORM 990 IS REVIEWED BY MANAGEMENT WITH A FINAL DRAFT THEN SENT TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS THE FORM 990 AND ALL RELATED SCHEDULES AND EACH COMMITTEE MEMBER AFFIRMS EITHER THAT THE FORMS ARE ACCEPTABLE OR THAT CHANGES ARE NEEDED. SUBSEQUENTLY, ALL COMMITTEE MEMBERS ARE INFORMED OF THE SUBSTANTIVE CHANGES MADE DURING THIS PROCESS AND BEFORE THE DATE OF FILING. BEFORE THE FORM 990 IS FILED, THE FULL BOARD OF TRUSTEES IS PROVIDED AN OPPORTUNITY TO REVIEW THE FINAL COPY WITH THE EXCEPTION OF SCHEDULE B, WHICH IS WITHHELD TO PRESERVE DONOR ANONYMITY. FORM 990, PART VI, SECTION B, LINE 12C BRYN MAWR COLLEGE HAS THE FOLLOWING CONFLICT OF INTEREST POLICIES: 1-DUALITY OF INTEREST APPLICABLE TO TRUSTEES, INCLUDING ADVISORY MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, AND KEY EMPLOYEES; 2-FINANCIAL CONFLICT APPLICABLE TO MEMBERS OF THE TRUSTEE INVESTMENT COMMITTEE; 3-OUTSIDE EMPLOYMENT APPLICABLE TO FACULTY STAFF; 4-ACCEPTANCE OF GIFTS APPLICABLE TO FACULTY AND STAFF; 5-SIGNIFICANT FINANCIAL INTEREST APPLICABLE TO RESEARCHERS AND PRINCIPAL INVESTIGATORS. ON AN ANNUAL BASIS, TRUSTEES, OFFICERS, KEY EMPLOYEES, EMERITUS TRUSTEES AND SPECIAL ADVISORS TO THE BOARD OF TRUSTEES' COMMITTEES COMPLETE A QUESTIONNAIRE TO DISCOVER AND REPORT CIRCUMSTANCES WHICH MAY PRESENT A CONFLICT OF INTEREST. THE COLLEGE MONITORS COMPLIANCE WITH THE TRUSTEE/OFFICER CONFLICT OF INTEREST POLICY BY CHECKING THAT THE ANNUAL QUESTIONNAIRE IS SUBMITTED BY EACH PERSON IN A TIMELY BASIS TO COLLEGE COUNSEL AND BY PERIODIC REMINDERS OF THE POLICY AT FULL MEETINGS OF THE BOARD OF TRUSTEES. THE COLLEGE'S BY-LAWS REGARDING CONFLICT-OF-INTEREST STATE THAT ANY DUALITY ON THE PART OF ANY TRUSTEE SHALL BE DISCLOSED TO THE BOARD OF TRUSTEES AND MADE A MATTER OF RECORD THROUGH AN ANNUAL PROCEDURE AND ALSO WHEN THE INTEREST BECOMES A MATTER OF TRUSTEE ACTION. ANY TRUSTEE HAVING DUALITY OF INTEREST SHALL NOT VOTE OR USE HER OR HIS PERSONAL INFLUENCE ON THE MATTER, AND S/HE SHALL NOT BE COUNTED IN DETERMINING THE QUORUM FOR THE MEETING. THE MINUTES OF THE MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE, THE ABSTENTION FROM VOTING AND THE QUORUM SITUATION. ANY NEW TRUSTEE WILL BE ADVISED OF THIS POLICY UPON ENTERING THE DUTIES OF HER OR HIS OFFICE. FORM 990, PART VI, SECTION B, LINE 15 THE COLLEGE HAS A FORMAL PROCESS FOR DETERMINING COMPENSATION FOR THE CHIEF EXECUTIVE (PRESIDENT), OTHER OFFICERS, AND KEY EMPLOYEES. INDEPENDENT SURVEYS ARE COMMISSIONED ANNUALLY TO UPDATE APPROPRIATE MARKET DATA FOR EACH POSITION FOR CONSIDERATION IN DETERMINING REASONABLENESS. THE PRESIDENT REVIEWS THE DATA GATHERED AND RECOMMENDS THE ANNUAL COMPENSATION FOR OFFICERS AND KEY EMPLOYEES, FOR WHICH THE EXECUTIVE COMMITTEE THEN REVIEWS THE RECOMMENDATIONS AND APPROVES THE COMPENSATION AMOUNTS. THE PRESIDENT'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE, FOLLOWING THEIR REVIEW OF DATA AND OTHER INFORMATION. COMPENSATION DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED AND COMMUNICATED TO THE HUMAN RESOURCES OFFICE FOR ACTION. FORM 990, PART VI, SECTION C, LINE 19 THE COLLEGE MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES AVAILABLE UPON REQUEST. THE COLLEGE POSTS ITS AUDITED FINANCIAL STATEMENTS ON THE COLLEGE'S WEBSITE. REMAINDER TRUSTS (TOTAL 24) C/O BRYN MAWR COLLEGE 101 N MERION BRYN MAWR PA 19010 CHRTABLE TRST PA N/A T 0 CHARITABLE INCOME TRUSTS (TOTAL 13) C/O BRYN MAWR COLLEGE 101 N MERION BRYN MAWR PA 19010 CHRTABLE TRST PA N/A T 0 CHARITABLE REMAINDER UNITRUSTS(TOTAL 13) C/O STATE STREET GLOBAL ADV 1 IRON BOSTON MA 02210 CHRTABLE TRST MA N/A T 0 CHARITABLE GIFT ANNUITY FUND (TOTAL 1) C/O STATE STREET GLOBAL ADV 1 IRON BOSTON MA 02210 CHRTABLE TRST MA N/A T 0 CHARITABLE POOLED INCOME FUND (TOTAL 1) C/O STATE STREET GLOBAL ADV 1 IRON BOSTON MA 02210 CHRTABLE TRST MA N/A T 0 CHARITABLE POOLED GROWTH INCOME FUND (TOTAL 1) C/O STATE STREET GLOBAL ADV 1 IRON BOSTON MA 02210 CHRTABLE TRST MA N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1