STRATEGY STUDIO / PUBLIC DATA EXPLORER

WELLESLEY COLLEGE: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
WELLESLEY COLLEGE (EIN 04-2103637)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-15
IRS object ID
202601359349304805
Schema version
2024v5.1
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)
Return2026-05-15T09:20:34+00:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line160 South StreetAddressLine1Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02111ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042103637EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Wellesley CollegeBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWELLBusinessNameControlTxt
Phone7812831000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1106 CENTRAL STREETAddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024818203ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAULA A JOHNSONPersonNm
Person TitlePresidentPersonTitleTxt
Phone7812831000PhoneNum
Signature2026-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKristin AndersonPreparerPersonNm
PTINP01231300PTIN
Phone6179881000PhoneNum
Preparation2026-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1PAULA A JOHNSONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1106 CENTRAL STREETAddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024818203ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$625,057,236GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WELLESLEY.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1870FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO PROVIDE AN EXCELLENT LIBERAL ARTS EDUCATION FOR WOMEN WHO WILL MAKE A DIFFERENCE IN THE WORLD.ActivityOrMissionDesc
Voting Members Governing Body34VotingMembersGoverningBodyCnt
Voting Members Independent33VotingMembersIndependentCnt
Total Employee3003TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$11,396,743TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$2,534,090NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$61,979,755PYContributionsGrantsAmt
CY Contributions Grants$98,926,717CYContributionsGrantsAmt
PY Program Service Revenue$192,485,812PYProgramServiceRevenueAmt
CY Program Service Revenue$205,917,971CYProgramServiceRevenueAmt
PY Investment Income$114,526,974PYInvestmentIncomeAmt
CY Investment Income$179,405,620CYInvestmentIncomeAmt
PY Other Revenue$10,074,738PYOtherRevenueAmt
CY Other Revenue$2,486,885CYOtherRevenueAmt
PY Total Revenue$379,067,279PYTotalRevenueAmt
CY Total Revenue$486,737,193CYTotalRevenueAmt
PY Grants And Similar Paid$79,019,986PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$79,030,421CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$147,977,179PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$156,489,140CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$9,527,194CYTotalFundraisingExpenseAmt
PY Other Expenses$134,703,425PYOtherExpensesAmt
CY Other Expenses$138,798,465CYOtherExpensesAmt
PY Total Expenses$361,700,590PYTotalExpensesAmt
CY Total Expenses$374,318,026CYTotalExpensesAmt
PY Revenues Less Expenses$17,366,689PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$112,419,167CYRevenuesLessExpensesAmt
Total Assets BOY$3,899,240,908TotalAssetsBOYAmt
Total Assets EOY$4,206,499,425TotalAssetsEOYAmt
Total Liabilities BOY$601,833,309TotalLiabilitiesBOYAmt
Total Liabilities EOY$583,313,487TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,297,407,599NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,623,185,938NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE AN EXCELLENT LIBERAL ARTS EDUCATION FOR WOMEN WHO WILL MAKE A DIFFERENCE IN THE WORLD.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$194,040,763ExpenseAmt
Revenue$205,557,903RevenueAmt
DescOUTSTANDING EDUCATION: WELLESLEY COLLEGE IS COMMITTED TO ENSURING THAT OUR EXCELLENT LIBERAL ARTS CURRICULUM IS BOTH INTELLECTUALLY AND CULTURALLY BROAD TO PREPARE OUR GRADUATES FOR THEIR LIVES AFTER COLLEGE. WELLESLEY OFFERS MORE THAN 50 DEPARTMENTAL AND INTERDEPARTMENTAL MAJORS TO APPROXIMATELY 2,300 STUDENTS. THE AVERAGE CLASS SIZE IS 17 TO 20 STUDENTS WITH A 7:1 STUDENT- FACULTY RATIO.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$82,814,658ExpenseAmt
Grant$79,030,421GrantAmt
DescWELLELSEY COLLEGE HAS A LONG TRADITION OF NEED-BLIND ADMISSION FOR U.S. CITIZENS AND PERMANENT RESIDENTS, MAKING ADMISSION DECISIONS WITHOUT REGARD TO A FAMILY'S FINANCIAL SITUATION. THROUGH ITS FINANCIAL AID PROGRAM, THE COLLEGE MEETS 100 PERCENT OF A STUDENT'S DEMONSTRATED FINANCIAL NEED. RESOURCES DEDICATED TO THE FINANCIAL AID PROGRAM ENSURE THAT WELLESLEY IS SUCCESSFUL IN RECRUITING AND ENROLLING A STRONG AND DIVERSE STUDENT BODY WITH CONTINUED ATTENTION TO ISSUES OF FUNDING AND AFFORDABILITY. APPROXIMATELY 60% OF THE STUDENT BODY RECEIVES FINANCIAL AID.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$11,933,450ExpenseAmt
Revenue$347,568RevenueAmt
DescSPONSORED RESEARCH: WELLESLEY PRIDES ITSELF ON ITS COMMITMENT TO SUPPORTING THE TEACHER-SCHOLAR IDEAL, ENABLING OUR GIFTED FACULTY MEMBERS TO INTEGRATE THEIR LOVE OF TEACHING AND WORKING CLOSELY WITH STUDENTS WITH THEIR PURSUIT OF THE ADVANCEMENT OF KNOWLEDGE THROUGH THEIR WORLD-CLASS RESEARCH.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$288,788,871TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyYes (true)PoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document534IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3003EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryFRForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncYes (true)SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members34GoverningBodyVotingMembersCnt
Independent Voting Member33IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PIPER ORTONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7812831000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1106 CENTRAL STREETAddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02481ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (50 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Paula A Johnson
President70.00.0Yes (X)Yes (X)$1,201,442$0$162,773
Anne Shen Chao
Trustee2.00.0Yes (X)$0$0$0
Beth C Friedman
Trustee2.00.0Yes (X)$0$0$0
Brian C Broderick
Trustee2.00.0Yes (X)$0$0$0
Callie Crossley
Trustee2.00.0Yes (X)$0$0$0
Cheryl Jenkins Haywood
Trustee2.00.0Yes (X)$0$0$0
Christopher T Pasko
Vice Chair2.00.0Yes (X)$0$0$0
Debora Hoyos
Chair12.00.0Yes (X)$0$0$0
Dena Boronkay Rashes
Trustee (As of 7/24)2.00.0Yes (X)$0$0$0
Dolores L Arredondo
Trustee2.00.0Yes (X)$0$0$0
Douglas W Hollett
Trustee2.00.0Yes (X)$0$0$0
Elizabeth Desmond
Trustee2.00.0Yes (X)$0$0$0
Elizabeth F McCormack
Trustee2.00.0Yes (X)$0$0$0
Elyse Cherry
Trustee2.00.0Yes (X)$0$0$0
Jennifer Eplett Reilly
Trustee (As of 7/24)2.00.0Yes (X)$0$0$0
Jennifer M Smith
Trustee2.00.0Yes (X)$0$0$0
Julie H Jones
Trustee2.00.0Yes (X)$0$0$0
Maia Heymann
Trustee2.00.0Yes (X)$0$0$0
Martha Goldberg Aronson
Trustee2.00.0Yes (X)$0$0$0
Mary Ann Tsao
Trustee2.00.0Yes (X)$0$0$0
Ophelia Dahl
Trustee2.00.0Yes (X)$0$0$0
Patrick Lee
Trustee2.00.0Yes (X)$0$0$0
Paulina Ponce de Len Barid
Trustee2.00.0Yes (X)$0$0$0
Peter Tufano
Trustee2.00.0Yes (X)$0$0$0
Sandra Horbach
Trustee2.00.0Yes (X)$0$0$0
Sarah Jane Gunter
Vice Chair10.00.0Yes (X)$0$0$0
Sophia Shaw
Trustee2.00.0Yes (X)$0$0$0
Stephanie Hsieh
Trustee (As of 7/24)2.00.0Yes (X)$0$0$0
Susan Harmon
Trustee (As of 7/24)2.00.0Yes (X)$0$0$0
Susan Koenigsberg Lucas
Trustee2.00.0Yes (X)$0$0$0
Susan Saltzbart Kilsby
Trustee2.00.0Yes (X)$0$0$0
Suzanne Frey
Trustee2.00.0Yes (X)$0$0$0
Tatiana Ivy Moise
Trustee2.00.0Yes (X)$0$0$0
Vivian Kao
Trustee2.00.0Yes (X)$0$0$0
Courtney Coile
Provost and Dean of College (As of 7/24)60.00.0Yes (X)$247,415$0$26,098
Crystal Daugherty
VP for Development & Pub. Aff. (Until 10/24)60.00.0Yes (X)$410,993$0$21,205
Deborah F Kuenstner
Chief Investment Officer60.00.0Yes (X)$1,797,310$0$66,527
Marisa Jaffe
VP for Development & Pub. Aff.60.00.0Yes (X)$216,788$0$22,651
Piper Orton
VP for Fin. & Admin. & Treas.60.00.0Yes (X)$476,000$0$48,070
Megan Nunez
Dean of Faculty Affairs60.00.0$277,921$0$123,972Yes (X)
Michael Jeffries
Dean of Academic Aff.60.00.0$266,117$0$54,206Yes (X)
Sheilah Horton
Dean of Students60.00.0$327,852$0$125,559Yes (X)
Theresa Peaches Valdes
Dean of Admission & Stu. Fin. Svcs60.00.0$277,192$0$39,833Yes (X)
Christopher Parker
Investment Director60.00.0$404,265$0$93,490Yes (X)
Karen Petrulakis
General Counsel60.00.0$441,570$0$69,251Yes (X)
Matthew Veilleux
Investment Director60.00.0$508,384$0$81,343Yes (X)
Ray Oquendo
Chief Operating Officer60.00.0$957,910$0$70,057Yes (X)
Rose C Carpenter
Deputy CIO60.00.0$1,026,440$0$174,080Yes (X)
Andrew Shennan
Provost and Dean of College (Until 6/24)30.00.0$413,832$0$58,462Yes (X)
Ann Velenchik
Former Dean of Academic Aff.60.00.0$213,590$0$32,662Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$9,465,021TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,270,239TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K382IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Turner Construction Company
2 Seaport Lane - 2nd FloorBostonMA02210Construction$57,381,279
Dellbrook Construction LLC
One Adams PlaceQuincyMA02169Construction$18,424,586
Walsh Brothers Incorporated
210 Commercial StreetBostonMA02109Construction$11,599,994
Suffolk Construction Company Inc
65 Allerton StreetBostonMA02119Construction$9,049,251
Bowdoin Construction
220-1 Reservoir StreetNeedhamMA02494Construction$6,678,317
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K145CntrctRcvdGreaterThan100KCnt
Government Grants$4,846,769GovernmentGrantsAmt
All Other Contributions$94,079,948AllOtherContributionsAmt
Noncash Contributions$7,564,413NoncashContributionsAmt
Total Contributions$98,926,717TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
STUDENT TUITION AND FEES900099$153,724,044$153,724,044
STUDENT ROOM AND BOARD900099$44,038,589$44,038,589
AUXILIARY ENTERPRISES900099$3,495,885$3,483,385$12,500
WELLESLEY CENTERS FOR WOMEN900099$1,600,625$1,600,625
SPONSORED RESEARCH900099$347,568$347,568

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,711,260TotalRevenueColumnAmt
Related Or Exempt Func Income$2,711,260RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$205,917,971TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,128,663TotalRevenueColumnAmt
Unrelated Business Revenue$6,405,169UnrelatedBusinessRevenueAmt
Exclusion$16,723,494ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$292,805,000SecuritiesAmt
Other$1,792,000OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$137,340,974SecuritiesAmt
Other$979,069OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$155,464,026SecuritiesAmt
Other$812,931OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$156,276,957TotalRevenueColumnAmt
Unrelated Business Revenue$2,492,189UnrelatedBusinessRevenueAmt
Exclusion$153,784,768ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescNehoiden Golf ClubDesc
Business713990BusinessCd
Total Revenue Column$2,486,885TotalRevenueColumnAmt
Unrelated Business Revenue$2,486,885UnrelatedBusinessRevenueAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,486,885OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$486,737,193TotalRevenueColumnAmt
Related Or Exempt Func Income$205,905,471RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$11,396,743UnrelatedBusinessRevenueAmt
Exclusion$170,508,262ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$68,396,680TotalAmt
Program Services$68,396,680ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$10,633,741TotalAmt
Program Services$10,633,741ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,037,569TotalAmt
Program Services$1,581,145ProgramServicesAmt
Management And General$2,923,662ManagementAndGeneralAmt
Fundraising$532,762FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$622,462TotalAmt
Program Services$622,462ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$109,348,341TotalAmt
Program Services$79,461,840ProgramServicesAmt
Management And General$24,838,807ManagementAndGeneralAmt
Fundraising$5,047,694FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$10,807,357TotalAmt
Program Services$8,636,153ProgramServicesAmt
Management And General$1,805,373ManagementAndGeneralAmt
Fundraising$365,831FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$22,461,003TotalAmt
Program Services$15,662,935ProgramServicesAmt
Management And General$6,213,805ManagementAndGeneralAmt
Fundraising$584,263FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$8,212,408TotalAmt
Program Services$5,877,465ProgramServicesAmt
Management And General$2,000,924ManagementAndGeneralAmt
Fundraising$334,019FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$7,172,997TotalAmt
Program Services$192,874ProgramServicesAmt
Management And General$6,972,241ManagementAndGeneralAmt
Fundraising$7,882FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,297,759TotalAmt
Program Services$55,732ProgramServicesAmt
Management And General$1,242,027ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$656,386TotalAmt
Management And General$656,386ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$114,800TotalAmt
Management And General$114,800ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$7,745,090TotalAmt
Program Services$7,587,831ProgramServicesAmt
Management And General$157,259ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$17,126,017TotalAmt
Program Services$4,515,101ProgramServicesAmt
Management And General$12,029,252ManagementAndGeneralAmt
Fundraising$581,664FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,760,699TotalAmt
Program Services$4,062,037ProgramServicesAmt
Management And General$1,609,656ManagementAndGeneralAmt
Fundraising$89,006FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,925,789TotalAmt
Program Services$4,594,332ProgramServicesAmt
Management And General$203,854ManagementAndGeneralAmt
Fundraising$127,603FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$250TotalAmt
Program Services$250ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,354,077TotalAmt
Program Services$432,515ProgramServicesAmt
Management And General$6,920,989ManagementAndGeneralAmt
Fundraising$573FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$7,527,018TotalAmt
Program Services$4,605,801ProgramServicesAmt
Management And General$2,302,697ManagementAndGeneralAmt
Fundraising$618,520FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$140,373TotalAmt
Program Services$88,996ProgramServicesAmt
Management And General$49,343ManagementAndGeneralAmt
Fundraising$2,034FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$15,797,768TotalAmt
Program Services$15,797,768ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$33,091,117TotalAmt
Program Services$29,122,507ProgramServicesAmt
Management And General$3,306,788ManagementAndGeneralAmt
Fundraising$661,822FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,688,708TotalAmt
Program Services$3,688,708ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
BANK FEES$8,157,249$8,156,746$503
STUDY AWAY EXPENSES$6,551,403$6,511,236$40,167
EQUIPMENT RENTAL$1,462,896$711,402$35,142$716,352
PRINTING & MAILING$555,457$221,597$237,514$96,346

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$9,672,612TotalAmt
Program Services$7,571,017ProgramServicesAmt
Management And General$1,801,233ManagementAndGeneralAmt
Fundraising$300,362FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$374,318,026TotalAmt
Program Services$288,788,871ProgramServicesAmt
Management And General$76,001,961ManagementAndGeneralAmt
Fundraising$9,527,194FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$31,171,037BOYAmt
EOY$18,626,909EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$121,900,238BOYAmt
EOY$130,231,680EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$42,487,705BOYAmt
EOY$67,943,778EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,381,256BOYAmt
EOY$288,988EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$300,000BOYAmt
EOY$300,000EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$4,793,383BOYAmt
EOY$4,778,879EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$594,645BOYAmt
EOY$474,296EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,900,375BOYAmt
EOY$13,187,126EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,205,336,402LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$472,718,075LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$633,300,286BOYAmt
EOY$732,618,327EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,128,244,000BOYAmt
EOY$1,168,526,000EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,928,167,983BOYAmt
EOY$2,069,523,442EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,899,240,908BOYAmt
EOY$4,206,499,425EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$80,183,401BOYAmt
EOY$68,238,808EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$707,830BOYAmt
EOY$142,733EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$13,810,547BOYAmt
EOY$13,492,424EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$219,338,854BOYAmt
EOY$216,041,490EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$229,797,742BOYAmt
EOY$228,570,923EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$57,994,935BOYAmt
EOY$56,827,109EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$601,833,309BOYAmt
EOY$583,313,487EOYAmt

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,015,050,000BOYAmt
EOY$1,103,606,000EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,282,357,599BOYAmt
EOY$2,519,579,938EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,297,407,599BOYAmt
EOY$3,623,185,938EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,899,240,908BOYAmt
EOY$4,206,499,425EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$112,419,167ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$189,082,231NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$24,276,941OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$68,183,815CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$60,807,794CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,718,423CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$61,724,755CurrentTaxYearMinus1YearAmt
Current Tax Year$98,926,717CurrentTaxYearAmt
Total$335,361,504TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$68,183,815CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$60,807,794CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,718,423CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$61,724,755CurrentTaxYearMinus1YearAmt
Current Tax Year$98,926,717CurrentTaxYearAmt
Total$335,361,504TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$13,847,989SubstantialContributorsTotAmt
Public Support Total170$321,513,515PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,992,901CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,893,756CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,476,756CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,865,871CurrentTaxYearMinus1YearAmt
Current Tax Year$16,723,494CurrentTaxYearAmt
Total$85,952,778TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$2,678,853CurrentTaxYearMinus1YearAmt
Current Tax Year$2,534,090CurrentTaxYearAmt
Total$5,212,943TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,575,733CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,371,692CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,734,250CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,991,277CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$32,672,952TotalAmt
FieldValueIRS element (for citing)
Total Support$459,200,177TotalSupportAmt
Gross Receipts Rltd Activities$952,307,906GrossReceiptsRltdActivitiesAmt
Public Support CY1700.70016PublicSupportCY170Pct
Public Support PY1700.67462PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$0PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090PublicSupportCY509Pct
Public Support PY5090.0PublicSupportPY509Pct
Investment Income CY0InvestmentIncomeCYPct
Investment Income PY0.0InvestmentIncomePYPct
Private Foundation509Yes (X)PrivateFoundation509Ind

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
CY Adj Net Income Distributable$0CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income$0CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable$0CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum$0CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY$0CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted$0CYDistributableAsAdjustedAmt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - AUXILIARY ENTERPRISES, COLUMN A - 3078229.0, COLUMN B - 2641956.0, COLUMN C - 3739264.0, COLUMN D - 4078825.0, COLUMN E - , COLUMN F - 13538274.0; DESCRIPTION - OTHER REVENUE, COLUMN A - 2493246.0, COLUMN B - 6729736.0, COLUMN C - 5994986.0, COLUMN D - 3912452.0, COLUMN E - , COLUMN F - 19130420.0; DESCRIPTION - WELLESLEY COLLEGE CLUB, COLUMN A - 4258.0, COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 4258.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$2,400DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$127,636OtherActivitiesAmt
Total Lobbying Expenditures$130,036TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationTHE COLLEGE ENGAGES A GOVERNMENTAL RELATIONS FIRM FOR DIRECT LOBBYING ACTIVITIES ON BEHALF OF THE COLLEGE. ADDITIONALLY, THE COLLEGE PAID MEMBERSHIP DUES TO ASSOCIATIONS FOR HIGHER EDUCATION INSTITUTIONS, SOME PORTION OF WHICH MAY HAVE BEEN USED FOR LOBBYING ACTIVITIES.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,991,223,949BeginningYearBalanceAmt
Contributions$46,870,855ContributionsAmt
Investment Earnings Or Losses$332,909,853InvestmentEarningsOrLossesAmt
Grants Or Scholarships$62,723,148GrantsOrScholarshipsAmt
Other Expenditures$138,559,560OtherExpendituresAmt
End Year Balance$3,169,721,949EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,888,869,551BeginningYearBalanceAmt
Contributions$17,816,296ContributionsAmt
Investment Earnings Or Losses$207,245,641InvestmentEarningsOrLossesAmt
Grants Or Scholarships$60,470,205GrantsOrScholarshipsAmt
Other Expenditures$62,237,334OtherExpendituresAmt
End Year Balance$2,991,223,949EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,846,864,931BeginningYearBalanceAmt
Contributions$43,749,570ContributionsAmt
Investment Earnings Or Losses$108,025,943InvestmentEarningsOrLossesAmt
Grants Or Scholarships$53,816,843GrantsOrScholarshipsAmt
Other Expenditures$55,954,050OtherExpendituresAmt
End Year Balance$2,888,869,551EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,236,785,461BeginningYearBalanceAmt
Contributions$23,310,440ContributionsAmt
Investment Earnings Or Losses-$306,875,113InvestmentEarningsOrLossesAmt
Grants Or Scholarships$48,331,934GrantsOrScholarshipsAmt
Other Expenditures$58,023,923OtherExpendituresAmt
End Year Balance$2,846,864,931EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,285,397,056BeginningYearBalanceAmt
Contributions$21,401,639ContributionsAmt
Investment Earnings Or Losses$1,026,472,781InvestmentEarningsOrLossesAmt
Grants Or Scholarships$44,409,376GrantsOrScholarshipsAmt
Other Expenditures$52,076,639OtherExpendituresAmt
End Year Balance$3,236,785,461EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.2742BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.7258PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$36,423,426OtherCostOrOtherBasisAmt
Book Value$36,423,426BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,014,850,656OtherCostOrOtherBasisAmt
Depreciation$441,413,952DepreciationAmt
Book Value$573,436,704BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$23,196,608OtherCostOrOtherBasisAmt
Depreciation$13,421,829DepreciationAmt
Book Value$9,774,779BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$130,865,712OtherCostOrOtherBasisAmt
Depreciation$17,882,294DepreciationAmt
Book Value$112,983,418BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$732,618,327TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Closely-held equity interests
Financial derivatives
PRIVATE EQUITY$1,144,887,000F
REAL ASSETS$157,578,000F
ABSOLUTE RETURN$688,246,000F
MISCELLANEOUS OTHER$78,812,442F
FieldValueIRS element (for citing)
Total Book Value Securities$2,069,523,442TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
Federal Income Taxes
ANNUITIES & UNITRUSTS PAYABLE$30,558,246
ASSET RETIREMENT & ENVIRONMENTAL OBLIGATION$26,268,863
GOVERNMENT LOAN ADVANCES
FieldValueIRS element (for citing)
Total Liability$56,827,109TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$607,242,297TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$189,082,231NetUnrealizedGainsInvstAmt
Other Revenue$24,276,940OtherRevenueAmt
Revenue Not Reported$213,359,171RevenueNotReportedAmt
Revenue Subtotal$393,883,126RevenueSubtotalAmt
Investment Expenses Not Incld$24,491,337InvestmentExpensesNotIncldAmt
Other Revenues Not Included$68,362,730OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$92,854,067RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$486,737,193TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$281,463,959TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$281,463,959ExpensesSubtotalAmt
Investment Expenses Not Incld2$24,491,337InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$68,362,730OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$92,854,067ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$374,318,026TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 1a FINANCIAL STATEMENT FOOTNOTE REGARDING ART COLLECTIONWELLESLEY COLLEGE DOES NOT REPORT AS REVENUE ANY GIFTS THAT ARE WORKS OF ART. IN ADDITION, THE COLLEGE DOES NOT CAPITALIZE WORKS OF ART AS ASSETS ON ITS BALANCE SHEET. THIS TREATMENT IS PERMITTED UNDER SFAS 116. THE COLLEGE'S AUDITED FINANCIAL STATEMENTS DO NOT CONTAIN A FOOTNOTE REGARDING WORKS OF ART, HISTORICAL TREASURE, OR OTHER SIMILAR ASSETS HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE.
Schedule D, Part III, Line 4 DESCRIPTION OF ORGANIZATION'S COLLECTIONTHE DAVIS MUSEUM AND CULTURAL CENTER HAS A PERMANENT COLLECTION OF APPROXIMATELY 16,500 OBJECTS DATING FROM ANCIENT TIMES TO PRESENT DAY. INCLUDED ARE PAINTINGS, SCULPTURES, DECORATIVE OBJECTS, AND WORKS ON PAPER REPRESENTING CULTURES AROUND THE WORLD. THE COLLECTION OF THE MUSEUM SERVES AS A VALUED TEACHING RESOURCE FOR STUDENTS AND FACULTY IN MULTIPLE DISCIPLINES. PROFESSORS FREQUENTLY ASSIGN STUDENTS TO SEE AND WRITE ABOUT PIECES BEING SHOWN IN THE MUSEUM; THE MUSEUM ALSO MAKES AVAILABLE WORKS FROM THE PERMANENT COLLECTION TO CLASSES MEETING IN THE MUSEUM. FUNDAMENTAL TO THE SPIRIT OF THESE EXERCISES IS THE STUDENTS' ENCOUNTERS WITH ORIGINAL WORKS OF ART.
Schedule D, Part V, Line 2WELLESLEY COLLEGE HAS ADOPTED ASU 2016-14, PRESENTATION OF THE FINANCIAL STATEMENTS FOR NOT-FOR-PROFIT ENTITIES. AS A RESULT, THE JUNE 30, 2025 AUDITED FINANCIAL STATEMENTS CLASSIFY NET ASSETS AS EITHER NET ASSETS WITHOUT DONOR RESTRICTIONS, OR NET ASSETS WITH DONOR RESTRICTIONS. FOR PURPOSES OF SCHEDULE D, LINE 2, WELLESLEY COLLEGE HAS REPORTED ENDOWMENT FUNDS WITHOUT DONOR RESTRICTIONS AS BOARD DESIGNATED OR QUASI-ENDOWMENT AND ENDOWMENT FUNDS WITH DONOR RESTRICTIONS AS PERMANENT ENDOWMENT, RESPECTIVELY.
Schedule D, Part V, Line 4 Intended uses of endowment fundsINTENDED USES OF ENDOWMENT FUNDS THE WELLESLEY COLLEGE ENDOWMENT PROVIDES CRITICAL FUNDING THAT SUPPORTS FINANCIAL AID AND FACULTY SALARIES, MAINTAINS AND EXPANDS FACILITIES, AND UNDERWRITES NEW INITIATIVES AND PROGRAMS. THE ENDOWMENT HAS GROWN TO PROVIDE APPROXIMATELY 40% OF OPERATING REVENUE. WELLESLEY COLLEGE'S STRONG AND PRUDENT FINANCIAL MANAGEMENT ENSURES THE PURCHASING POWER OF THE ENDOWMENT FOR GENERATIONS TO COME. THE TOP USES OF THE ENDOWMENT FOR FY2025 WERE FINANCIAL AID AND FACULTY SALARIES.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteTHE COLLEGE HAS NO MATERIAL UNCERTAIN TAX PROVISIONS AS OF JUNE 30, 2025 AND 2024.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990Unrealized Gain (Loss) on Interest Rate Swap - -579382 Periodic Related Changes other than Net Periodic Pension - 950100 Merger of Wellesley College Alumnae Association - 23906222
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsFinancial Aid and Other Non-Operating Expenses - 68362730
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsFinancial Aid and Other Non-Operating Expenses - 68362730

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYTHE COLLEGE PUBLICIZES ITS NONDISCRIMINATORY POLICY ON ITS PRIMARILY PUBLICLY ACCESSIBLE INTERNET HOME PAGE AT ALL TIMES DURING THE YEAR.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTWELLESLEY COLLEGE PARTICIPATES IN VARIOUS STUDENT FINANCIAL AID PROGRAMS FROM THE U.S. DEPARTMENT OF EDUCATION, INCLUDING THE FOLLOWING PROGRAMS: PELL GRANTS, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS, PERKINS LOANS, AND COLLEGE WORK-STUDY PROGRAMS.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (22 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00Program ServicesSTUDY ABROAD AND GLOBAL INTERNSHIPS$236,730
East Asia and the Pacific00Program ServicesSTUDY ABROAD AND GLOBAL INTERNSHIPS$450,503
Europe (Including Iceland and Greenland)00Program ServicesSTUDY ABROAD AND GLOBAL INTERNSHIPS$6,236,763
Middle East and North Africa00Program ServicesSTUDY ABROAD AND GLOBAL INTERNSHIPS$52,805
South America00Program ServicesSTUDY ABROAD AND GLOBAL INTERNSHIPS$257,870
South Asia00Program ServicesSTUDY ABROAD AND GLOBAL INTERNSHIPS$51,959
Sub-Saharan Africa00Program ServicesSTUDY ABROAD AND GLOBAL INTERNSHIPS$104,794
North America (Canada & Mexico only)00Program ServicesSTUDY ABROAD AND GLOBAL INTERNSHIPS$70,032
Russia and Neighboring States00Program ServicesSTUDY ABROAD AND GLOBAL INTERNSHIPS$4,000
Central America and the Caribbean00GRANTS TO STUDENTSFINANCIAL AID$944,706
East Asia and the Pacific00GRANTS TO STUDENTSFINANCIAL AID$2,422,680
Europe (Including Iceland and Greenland)00GRANTS TO STUDENTSFINANCIAL AID$795,469
Middle East and North Africa00GRANTS TO STUDENTSFINANCIAL AID$392,040
Russia and Neighboring States00GRANTS TO STUDENTSFINANCIAL AID$934,907
South America00GRANTS TO STUDENTSFINANCIAL AID$999,977
South Asia00GRANTS TO STUDENTSFINANCIAL AID$1,240,201
Sub-Saharan Africa00GRANTS TO STUDENTSFINANCIAL AID$2,137,205
North America (Canada & Mexico only)00GRANTS TO STUDENTSFINANCIAL AID$766,556
Central America and the Caribbean00Investments$959,178,483
North America (Canada & Mexico only)00Investments$5,131,701
Europe (Including Iceland and Greenland)00Investments$144,072,219
Sub-Saharan Africa00Investments$29,174,555
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$15,195,436SubtotalSpentAmt
Continuation Spent$1,140,460,719ContinuationSpentAmt
Total Spent$1,155,656,155TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
FINANCIAL AIDCentral America and the Caribbean11$944,706CREDIT TO STUDENT ACCOUNT
FINANCIAL AIDEast Asia and the Pacific51$2,422,680CREDIT TO STUDENT ACCOUNT
FINANCIAL AIDEurope (Including Iceland and Greenland)10$795,469CREDIT TO STUDENT ACCOUNT
FINANCIAL AIDMiddle East and North Africa5$392,040CREDIT TO STUDENT ACCOUNT
FINANCIAL AIDRussia and Neighboring States10$934,907CREDIT TO STUDENT ACCOUNT
FINANCIAL AIDSouth America13$999,977CREDIT TO STUDENT ACCOUNT
FINANCIAL AIDSouth Asia15$1,240,201CREDIT TO STUDENT ACCOUNT
FINANCIAL AIDSub-Saharan Africa24$2,137,205CREDIT TO STUDENT ACCOUNT
FINANCIAL AIDNorth America (Canada & Mexico only)10$766,556CREDIT TO STUDENT ACCOUNT
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 2 Procedures for monitoring use of grant fundsFormAndLineReferenceDesc
ExplanationTHE COLLEGE AWARDS AID TO MEET 100% OF A STUDENT'S DEMONSTRATED NEED. ALL AID IS CREDITED TO THE STUDENT'S ACCOUNT. IF THE STUDENT WITHDRAWS FROM WELLESLEY, THE AID IS ADJUSTED ACCORDINGLY. FINANCIAL AID PAYMENTS IN CONNECTION WITH A STUDY ABROAD PROGRAM ARE MADE WHILE THE STUDENT IS LIVING OUTSIDE THE UNITED STATES.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFINANCIAL AIDGrantTypeTxt
Recipient1170RecipientCnt
Cash Grant$68,396,680CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant fundsFormAndLineReferenceDesc
ExplanationTHE COLLEGE AWARDS AID TO MEET 100% OF A STUDENT'S DEMONSTRATED NEED. ALL AID IS CREDITED TO THE STUDENT'S ACCOUNT. IF THE STUDENT WITHDRAWS FROM WELLESLEY, THE AID IS ADJUSTED ACCORDINGLY.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Paula A Johnson
President$761,542$0$0$0$439,900$0$36,225$0$126,548$0$1,364,215$0$0$0
Andrew Shennan
Provost and Dean of College (Until 6/24)$378,696$0$30,000$0$5,136$0$35,789$0$22,673$0$472,294$0$0$0
Deborah F Kuenstner
Chief Investment Officer$740,399$0$1,050,815$0$6,096$0$36,225$0$30,302$0$1,863,837$0$0$0
Piper Orton
VP for Fin. & Admin. & Treas.$454,904$0$15,000$0$6,096$0$36,225$0$11,845$0$524,070$0$0$0
Crystal Daugherty
VP for Development & Pub. Aff. (Until 10/24)$293,005$0$0$0$117,988$0$20,337$0$868$0$432,198$0$0$0
Courtney Coile
Provost and Dean of College (As of 7/24)$246,846$0$0$0$569$0$26,098$0$0$0$273,513$0$0$0
Marisa Jaffe
VP for Development & Pub. Aff.$216,308$0$0$0$480$0$22,651$0$0$0$239,439$0$0$0
Ann Velenchik
Former Dean of Academic Aff.$204,835$0$0$0$8,755$0$22,632$0$10,030$0$246,252$0$0$0
Sheilah Horton
Dean of Students$308,806$0$15,000$0$4,046$0$34,383$0$91,176$0$453,411$0$0$0
Megan Nunez
Dean of Faculty Affairs$258,318$0$15,000$0$4,603$0$30,097$0$93,875$0$401,893$0$0$0
Michael Jeffries
Dean of Academic Aff.$250,864$0$15,000$0$253$0$27,236$0$26,970$0$320,323$0$0$0
Theresa Peaches Valdes
Dean of Admission & Stu. Fin. Svcs$276,776$0$0$0$416$0$28,732$0$11,101$0$317,025$0$0$0
Rose C Carpenter
Deputy CIO$575,960$0$450,000$0$480$0$141,105$0$32,975$0$1,200,520$0$0$0
Ray Oquendo
Chief Operating Officer$519,742$0$435,000$0$3,168$0$36,225$0$33,832$0$1,027,967$0$0$0
Matthew Veilleux
Investment Director$313,782$0$193,278$0$1,324$0$74,398$0$6,945$0$589,727$0$0$0
Karen Petrulakis
General Counsel$403,982$0$15,000$0$22,588$0$36,225$0$33,026$0$510,821$0$0$0
Christopher Parker
Investment Director$306,441$0$97,500$0$324$0$61,928$0$31,562$0$497,755$0$0$0

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Travel for companionsWELLESLEY COLLEGE'S POLICY IS THAT THE COLLEGE WILL NOT PAY FOR OR REIMBURSE TRAVEL, MEALS, AND EXPENSES OF THE SPOUSE/PARTNER OF AN EMPLOYEE WITH THE EXCEPTION OF THE PRESIDENT. SPECIFICALLY, WHILE PERFORMING HER OFFICIAL DUTIES IN THE AREA OF DEVELOPMENT, ALUMNAE RELATIONS, AND OTHER BUSINESS OF THE COLLEGE, THE PRESIDENT MAY BE ACCOMPANIED BY HER SPOUSE, WHO IS EXPECTED TO MAKE AN IMPORTANT CONTRIBUTION TO ACHIEVING THE PURPOSES OF THE TRAVEL OR EVENTS. IN THOSE CASES, THE COLLEGE'S POLICY IS TO AUTHORIZE THE PAYMENT OF ALL TRAVEL AND RELATED EXPENSES OF THE PRESIDENT'S SPOUSE, WHICH IS TREATED AS NONTAXABLE COMPENSATION.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useTHE COLLEGE PROVIDES HOUSING TO CERTAIN EMPLOYEES AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE AND BENEFIT OF THE COLLEGE. THE PRESIDENT, VICE PRESIDENT AND DEAN OF STUDENTS EACH RECEIVE HOUSING. THE AMOUNT OF THIS HOUSING IS TREATED AS NONTAXABLE COMPENSATION UNDER IRC SECTION 119.
Schedule J, Part I, Line 1a Personal servicesTHE COLLEGE WILL NOT PAY FOR PERSONAL SERVICES WITH THE EXCEPTION OF THE PRESIDENT'S HOUSE. SINCE THE PRESIDENT'S HOUSE IS USED EXTENSIVELY FOR COLLEGE BUSINESS, HOUSEKEEPING SERVICES ARE PROVIDED FOR THE GENERAL SPACE. A CHEF PROVIDES MEALS AT THE PRESIDENT'S HOUSE FOR BUSINESS PURPOSE FUNCTIONS. PERSONAL SERVICES PROVIDED TO EMPLOYEES ARE APPROPRIATELY REPORTED AS TAXABLE COMPENSATION.
Schedule J, Part I, Line 4a Severance or change-of-control paymentCrystal Daugherty, Former VP for Development & Pub. Aff., received a severance payment of $95,738.
Schedule J, Part I, Line 7 Non-fixed paymentsNONFIXED PAYMENTS EMPLOYEES IN THE INVESTMENT OFFICE HAVE AN INCENTIVE PERFORMANCE-RELATED BONUS SYSTEM BASED ON THE INVESTMENT PERFORMANCE OF THE WELLESLEY COLLEGE ENDOWMENT. TOTAL COMPENSATION IS REVIEWED IN COMPARISON TO MARKET DATA PROVIDED BY INDEPENDENT THIRD PARTIES AND APPROVED BY A COMMITTEE ON THE BOARD. EMPLOYEES OTHER THAN INVESTMENT OFFICE EMPLOYEES ARE ABLE TO RECEIVE MERIT-BASED BONUS COMPENSATION.
Schedule J, Part II, Column (B)(iii) DEFERRED COMPENSATIONTHE COLLEGE MAINTAINS A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER SECTION 457(F) FOR THE PRESIDENT. UNDER THE TERMS OF THE PLAN, THE COLLEGE WAS REQUIRED TO DISTRIBUTE A PORTION OF VESTED DEFERRED COMPENSATION TO THE PRESIDENT DURING FISCAL YEAR 2025.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MHEFA 2008 SERIES I
A04210363757586CP252008-01-28$57,385,000CONSTRUCTION - REFINANCING 1999falsefalsefalse
MHEFA 2018 SERIES L
B04210363757584YES42018-03-01$105,663,450CONSTRUCTION - REFINANCING 1999falsefalsefalse
MHEFA 2022 SERIES M
C04210363757584Y2L22022-04-01$50,862,192CONSTRUCTION - REFINANCING 2012falsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRetiredRetiredAmt
A$57,385,000$530,057$25,447,000$31,407,9432010falseYes (true)Yes (true)Yes (true)
B$96,500,000$832,680$90,842,320$4,825,0002020Yes (true)falseYes (true)Yes (true)$11,850,000
C$44,960,000$491,488$44,468,5122022Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalseYes (true)Yes (true)Yes (true)Yes (true)0.00.00.0falsefalse0falseYes (true)
BfalsefalseYes (true)Yes (true)falsefalse0.00.00.0falsefalse0falseYes (true)
CfalsefalseYes (true)Yes (true)falsefalse0.00.00.0falsefalse0falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
JP MORGAN
AfalsefalsefalseYes (true)Yes (true)Yes (true)31.4falsefalsefalse0falsefalseYes (true)
(no name)
BfalsefalsefalseYes (true)Yes (true)false0falsefalsefalse0falsefalseYes (true)
(no name)
CfalseYes (true)falsefalsefalsefalse0falsefalsefalse0falsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part II, Line 3COLUMN B MHEFA 2008 SERIES L COLUMN C MHEFA 2018 SERIES M THE DIFFERENCE BETWEEN THE TOTAL PROCEEDS AND THE ISSUE PRICE REPRESENTS ORIGINAL ISSUE PREMIUM ON THE BOND.
Schedule K, Part III, Line 3cCOLUMN A - MHEFA 2008 SERIES I THERE ARE RESEARCH AGREEMENTS THAT INVOLVE THE USE OF BOND FINANCED SPACE WHICH THE COLLEGE ROUTINELY ENGAGES BOND COUNSEL TO REVIEW WHETHER ANY RESEARCH AGREEMENTS RESULT IN PRIVATE BUSINESS USE. BASED ON REVIEW, NO KNOWN PRIVATE BUSINESS USE EXISTS.
Schedule K, Part III, Line 9UNDER REGULATION SECTIONS 1.141-12 AND 1.145-2, WELLESLEY COLLEGE HAS ESTABLISHED WRITTEN PROCEDURES AS OF OCTOBER 3, 2014.
Schedule K, Part IV, Line 2aCOLUMN A - MHEFA 2008 SERIES I THE MHEFA 2008 SERIES I BOND ISSUE REBATE CALCULATION WAS PERFORMED FEBRUARY 3, 2023. COLUMN B - MDFA 2018 SERIES L THE FIRST REBATE CALCULATION FOR THE MDFA SERIES L BOND WAS PERFORMED AUGUST 2, 2022. COLUMN B - MDFA 2022 SERIES M THE MDFA SERIES M BOND WAS ISSUED IN FEBRUARY 2022. THE REBATE IS NOT DUE YET.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANDREW SHENNANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgFORMER OFFICERRelationshipWithOrgTxt
Loan PurposeMORTGAGELoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$300,000OriginalPrincipalAmt
Balance Due$300,000BalanceDueAmt
DefaultfalseDefaultInd
Board Or Committee ApprovalYes (true)BoardOrCommitteeApprovalInd
Written AgreementYes (true)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$300,000TotalBalanceDueAmt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Contribution36ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - NOT REPORTED UNDER ASC 958MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Contribution157ContributionCnt
Noncash Contributions Rpt F990$7,564,413NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - AVERAGE SELLIN PRICEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Music Instrument1$0Other - NOT REPORTED UNDER ASC 958
Yes (X)Scholars' Rocks15$0Other - NOT REPORTED UNDER ASC 958
FieldValueIRS element (for citing)
Form8283 Received4Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 11b Review of form 990 by governing bodyFORM 990 REVIEW: THE FORM 990 WAS PREPARED BY AN OUTSIDE PUBLIC ACCOUNTING FIRM AND REVIEWED BY THE COLLEGE'S FINANCE OFFICE. THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES REVIEWED THE FORM 990 AND ALL REQUIRED SCHEDULES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. THE FORM 990 AND ALL REQUIRED SCHEDULES WERE ALSO DISTRIBUTED TO THE FULL BOARD OF TRUSTEES BEFORE FILING. FORM 990 PROVIDED TO GOVERNING BODY: THE FORM 990 PROVIDED TO THE FULL BOARD OF TRUSTEES IS A COMPLETE COPY WITH THE EXCEPTION OF DONOR INFORMATION ON SCHEDULE B. BECAUSE OF THE PRIVATE AND CONFIDENTIAL NATURE OF THIS INFORMATION, THE COLLEGE HAS CHOSEN NOT TO DISCLOSE THE IDENTITIES AND ADDRESSES OF ITS DONORS. AS SUCH, THE COLLEGE IS REQUIRED TO ANSWER THE QUESTION ON LINE 11A "NO" EVEN THOUGH THE BOARD RECEIVES A COMPLETE COPY OF THE FORM 990 EXCEPT FOR DONOR NAMES AND ADDRESSES.
Form 990, Part VI, Line 12c Conflict of interest policyMONITORING AND ENFORCEMENT OF CONFLICT POLICY: CONFLICT OF INTEREST POLICIES ARE IN PLACE FOR TRUSTEES, OFFICERS, EXTERNAL INVESTMENT COMMITTEE MEMBERS, AND ALL EMPLOYEES. TRUSTEES, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE - AT LEAST AS OFTEN AS ANNUALLY AND WHENEVER A POTENTIAL CONFLICT ISSUE ARISES - FINANCIAL OR PERSONAL INTERESTS WHICH MAY GIVE RISE TO CONFLICTS. THE CLERK OF THE BOARD OF TRUSTEES PROVIDES AN ANNUAL REPORT TO THE TRUSTEES SUMMARIZING THE CONFLICT OR POTENTIAL CONFLICTS ISSUES. AT LEAST ANNUALLY, THE TRUSTEES REVIEW THE COLLEGE'S RELATIONSHIPS WITH SIGNIFICANT VENDORS OR SERVICE PROVIDERS SERVING THE COLLEGE TO ASSURE THAT SUCH RELATIONSHIPS ARE IN THE BEST INTEREST OF THE COLLEGE AND ARE OTHERWISE CONSISTENT WITH THE TERMS OF THE CONFLICT-OF-INTEREST POLICY.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialCOMPENSATION REVIEW AND APPROVAL: THE COMPENSATION OF THE PRESIDENT IS DETERMINED BY THE TALENT AND COMPENSATION COMMITTEE, A SUBCOMMITTEE OF THE BOARD OF TRUSTEES. THE TALENT AND COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES UTILIZES INDEPENDENT EXTERNAL CONSULTANTS TO ASSIST WITH BOTH THE REVIEW OF COMPENSATION GUIDELINES AND THE GATHERING OF COMPARABILITY DATA IN DETERMINING THE REASONABLENESS OF COMPENSATION AND COMPLIANCE WITH THE PROCEDURES DESCRIBED IN TREASURY REGULATION SECTION 53.4958-6, INCLUDING CONTEMPERANEOUS DOCUMENTATION OF COMPENSATION DECISIONS. THESE GUIDELINES INCLUDE REVIEW OF THE MARKET BY LOOKING AT SALARIES FOR COMPARABLE POSITIONS AS WELL AS A MERIT PROGRAM BASED ON PERFORMANCE. COMPENSATION DECISIONS ARE MADE BY PERSONS WHO ARE INDEPENDENT OF THE EMPLOYEES FOR WHOM THE COMPENSATION IS BEING DETERMINED.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesTHE COMPENSATION OF OFFICERS OF THE COLLEGE IS DETERMINED BY THE TALENT AND COMPENSATION COMMITTEE, A SUBCOMMITTEE OF THE BOARD OF TRUSTEES. THE TALENT AND COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES UTILIZES INDEPENDENT EXTERNAL CONSULTANTS TO ASSIST WITH BOTH THE REVIEW OF COMPENSATION GUIDELINES AND THE GATHERING OF COMPARABILITY DATA IN DETERMINING THE REASONABLENESS OF COMPENSATION AND COMPLIANCE WITH THE PROCEDURES DESCRIBED IN TREASURY REGULATION SECTION 53.4958-6, INCLUDING CONTEMPERANEOUS DOCUMENTATION OF COMPENSATION DECISIONS. KEY EMPLOYEES ARE COMPENSATED BASED UPON THE GUIDELINES THE COLLEGE HAS FOR ADMINISTRATIVE AND FACULTY EMPLOYEES. THESE GUIDELINES INCLUDE REVIEW OF THE MARKET BY LOOKING AT SALARIES FOR COMPARABLE POSITIONS AS WELL AS A MERIT PROGRAM BASED ON PERFORMANCE. COMPENSATION DECISIONS ARE MADE BY PERSONS WHO ARE INDEPENDENT OF THE EMPLOYEES FOR WHOM THE COMPENSATION IS BEING DETERMINED.
Form 990, Part VI, Line 19 Required documents available to the publicAVAILABILITY OF DOCUMENTS: THE COLLEGE'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE COLLEGE'S WEBSITE. THE CONFLICT-OF-INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
Form 990, Part VIII, Line 2f Other Program Service RevenueOTHER REVENUE - Total Revenue: 2711260, Related or Exempt Function Revenue: 2711260, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesUNREALIZED GAIN (LOSS) ON INTEREST RATE SWAP - -579381; PERIODIC RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST - 950100; MERGER OF WELLESLEY COLLEGE ALUMNI ASSOCIATION - 23906222; Total - 24276941;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1WELLESLEY COLLEGE FOUNDATION UK LIMITEDBusinessNameLine1Txt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line119 NORCOTT ROADAddressLine1Txt
CityLONDONCityNm
CountryUKCountryCd
Foreign PostalN167EJForeignPostalCd
FieldValueIRS element (for citing)
EIN981196154EIN
Primary ActivitiesCOLLEGE FUNDRAISINGPrimaryActivitiesTxt
Legal Domicile Foreign CountryUKLegalDomicileForeignCountryCd
Total Income$189,004TotalIncomeAmt
End Of Year Assets$188,955EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1WELLESLEY COLLEGEBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1WELLESLEY-IN-AIXBusinessNameLine1Txt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line125 RUE GASTON DE SAPORTAAddressLine1Txt
CityAIXENPROVENCECityNm
CountryFRCountryCd
Foreign Postal13100ForeignPostalCd
FieldValueIRS element (for citing)
EIN999999999EIN
Primary ActivitiesEDUCATIONPrimaryActivitiesTxt
Legal Domicile Foreign CountryFRLegalDomicileForeignCountryCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity Status2PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1WELLESLEY COLLEGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
POOLED INCOME FUNDS (5)
INVESTMENTMATrustYes (true)
CHARITABLE REMAINDER TRUSTS (2)
INVESTMENTMATrustYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Pooled Income Funds (5)
S$236,132Accrual
Charitable Remainder Trusts (2)
S$196,059Accrual