STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

BOWDOIN COLLEGE: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BOWDOIN COLLEGE (EIN 01-0215213)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-12
IRS object ID
202611329349306966
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)
Return2026-05-12T16:02:15+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 Line1200 East Randolph Drive Suite 5500AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606016436ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010215213EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Bowdoin CollegeBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBOWDBusinessNameControlTxt
Phone2077215078PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15400 COLLEGE STATIONAddressLine1Txt
CityBRUNSWICKCityNm
State AbbreviationMEStateAbbreviationCd
ZIP040118445ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSAFA ZAKIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2026-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTARA KENNEYPreparerPersonNm
PTINP01245482PTIN
Phone3126651000PhoneNum
Preparation2026-05-12PreparationDt
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 Line1SAFA ZAKIBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15400 COLLEGE STATIONAddressLine1Txt
CityBRUNSWICKCityNm
State AbbreviationMEStateAbbreviationCd
ZIP040118445ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,035,633,000GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BOWDOIN.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1794FormationYr
Legal Domicile StateMELegalDomicileStateCd
Activity Or MissionFOUR-YEAR PRIVATE UNDERGRADUATE LIBERAL ARTS COLLEGE. SEE PART III, LINE 1 FOR DETAILED MISSIONActivityOrMissionDesc
Voting Members Governing Body40VotingMembersGoverningBodyCnt
Voting Members Independent39VotingMembersIndependentCnt
Total Employee3087TotalEmployeeCnt
Total Volunteers2171TotalVolunteersCnt
Total Gross UBI$7,325,000TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$48,332,000PYContributionsGrantsAmt
CY Contributions Grants$83,574,000CYContributionsGrantsAmt
PY Program Service Revenue$154,470,000PYProgramServiceRevenueAmt
CY Program Service Revenue$165,481,000CYProgramServiceRevenueAmt
PY Investment Income$165,689,000PYInvestmentIncomeAmt
CY Investment Income$199,690,000CYInvestmentIncomeAmt
PY Other Revenue$1,285,000PYOtherRevenueAmt
CY Other Revenue$824,000CYOtherRevenueAmt
PY Total Revenue$369,776,000PYTotalRevenueAmt
CY Total Revenue$449,569,000CYTotalRevenueAmt
PY Grants And Similar Paid$65,651,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$71,645,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$140,221,000PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$150,708,000CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$22,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$28,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$9,805,000CYTotalFundraisingExpenseAmt
PY Other Expenses$90,573,000PYOtherExpensesAmt
CY Other Expenses$103,455,000CYOtherExpensesAmt
PY Total Expenses$296,467,000PYTotalExpensesAmt
CY Total Expenses$325,836,000CYTotalExpensesAmt
PY Revenues Less Expenses$73,309,000PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$123,733,000CYRevenuesLessExpensesAmt
Total Assets BOY$3,234,630,000TotalAssetsBOYAmt
Total Assets EOY$3,560,577,000TotalAssetsEOYAmt
Total Liabilities BOY$431,934,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$432,077,000TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,802,696,000NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,128,500,000NetAssetsOrFundBalancesEOYAmt
MissionIT IS THE MISSION OF THE COLLEGE TO ENGAGE STUDENTS OF UNCOMMON PROMISE IN AN INTENSE FULL-TIME EDUCATION OF THEIR MINDS, EXPLORATION OF THEIR CREATIVE FACULTIES, AND DEVELOPMENT OF THEIR SOCIAL AND LEADERSHIP ABILITIES IN A FOUR-YEAR COURSE OF STUDY AND RESIDENCE THAT CONCLUDES WITH A BACCALAUREATE DEGREE IN THE LIBERAL ARTS. THE FULL TEXT OF THE COLLEGE'S MISSION STATEMENT IS AVAILABLE ON THE ORGANIZATION'S WEBSITE AT HTTPS://WWW.BOWDOIN.EDU/ABOUT/MISSION/INDEX.HTML (ALL LOWER CASE).MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$266,119,000ExpenseAmt
Grant$71,645,000GrantAmt
Revenue$166,305,000RevenueAmt
DescDURING FISCAL YEAR 2025, BOWDOIN ENROLLED 1,858 FULL-TIME EQUIVALENT (FTE) STUDENTS, NOT INCLUDING 173 FTE STUDENTS WHO STUDIED OFF CAMPUS; 95% COMPLETE THE DEGREE WITHIN FIVE YEARS; THE STUDENT/FACULTY RATIO IS 9:1; 98% OF FACULTY HAS A PH.D. OR EQUIVALENT. AS OF JUNE 2025, 43,978 STUDENTS HAVE MATRICULATED AT BOWDOIN COLLEGE, AND 35,896 DEGREES IN ACADEMIC PROGRAMS HAVE BEEN AWARDED.Desc
Total Program Service Expenses$266,119,000TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
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 OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountYes (true)EscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
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 Document605IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3087EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryUKForeignCountryCd
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 Members40GoverningBodyVotingMembersCnt
Independent Voting Member39IndependentVotingMemberCnt
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
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1REBECCA COREYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2077215078PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15400 COLLEGE STATIONAddressLine1Txt
CityBRUNSWICKCityNm
State AbbreviationMEStateAbbreviationCd
ZIP040118445ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (60 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
DIANA L SPAGNUOLO
VICE CHAIR8.0Yes (X)Yes (X)$0$0$0
SAFA ZAKI
PRESIDENT40.0Yes (X)Yes (X)$936,509$0$184,357
SCOTT B PERPER
CHAIR8.0Yes (X)Yes (X)$0$0$0
ALISON E RUNDLETT
TRUSTEE4.0Yes (X)$0$0$0
ANDREW E SERWER
TRUSTEE4.0Yes (X)$0$0$0
ANN HAMBELTON KENYON
TRUSTEE4.0Yes (X)$0$0$0
ARTHUR E BLACK
TRUSTEE4.0Yes (X)$0$0$0
BERTRAND GARCIA-MORENO
TRUSTEE4.0Yes (X)$0$0$0
DAVID G BROWN
TRUSTEE4.0Yes (X)$0$0$0
ELLEN L P CHAN
TRUSTEE4.0Yes (X)$0$0$0
HOLLY E MALONEY
TRUSTEE4.0Yes (X)$0$0$0
JEFF D EMERSON
TRUSTEE4.0Yes (X)$0$0$0
JENNIFER GOLDSMITH ADAMS
TRUSTEE4.0Yes (X)$0$0$0
JOAN BENOIT SAMUELSON
TRUSTEE4.0Yes (X)$0$0$0
JOHN F MCQUILLAN JR
TRUSTEE4.0Yes (X)$0$0$0
JOHN K L THORNDIKE
TRUSTEE4.0Yes (X)$0$0$0
JOSEPH ADU
TRUSTEE4.0Yes (X)$0$0$0
JOSEPH V MCDEVITT JR
TRUSTEE4.0Yes (X)$0$0$0
JULIA L DAVIDSON
TRUSTEE4.0Yes (X)$0$0$0
KAREN N WALKER
TRUSTEE4.0Yes (X)$0$0$0
KATHRYN ROCHE HOPE
TRUSTEE4.0Yes (X)$0$0$0
KATIE R BENNER
TRUSTEE4.0Yes (X)$0$0$0
KAYLA D BAKER
TRUSTEE4.0Yes (X)$0$0$0
MARY HOGAN PREUSSE
TRUSTEE4.0Yes (X)$0$0$0
MICHEL BAMANI
TRUSTEE4.0Yes (X)$0$0$0
MITCHELL S ZUKLIE
TRUSTEE4.0Yes (X)$0$0$0
MOLLY H KING
TRUSTEE4.0Yes (X)$0$0$0
PAULA M WARDYNSKI
TRUSTEE4.0Yes (X)$0$0$0
PETER J BERNARD
TRUSTEE4.0Yes (X)$0$0$0
PHILIP W SCHILLER
TRUSTEE4.0Yes (X)$0$0$0
R STEWART STRAWBRIDGE
TRUSTEE4.0Yes (X)$0$0$0
ROBERT T FRIEDMAN
TRUSTEE4.0Yes (X)$0$0$0
RUSSELL C CRANDALL
TRUSTEE4.0Yes (X)$0$0$0
SHELLEY A HEARNE
TRUSTEE4.0Yes (X)$0$0$0
SYDNEY ASBURY
TRUSTEE4.0Yes (X)$0$0$0
TASHA VANDERLINDE IRVING
TRUSTEE4.0Yes (X)$0$0$0
TEJUS AJMERA
TRUSTEE4.0Yes (X)$0$0$0
TRACY R WOLSTENCROFT
TRUSTEE4.0Yes (X)$0$0$0
TYREE P JONES JR
TRUSTEE4.0Yes (X)$0$0$0
WILLIAM S ANDERSON
TRUSTEE4.0Yes (X)$0$0$0
MATTHEW ORLANDO
SVP FINANCE & ADMIN/TREASURER40.0Yes (X)$526,166$0$92,215
BENJE DOUGLAS
SVP FOR INCLUSION & DIVERSITY40.0$300,740$0$68,778Yes (X)
CHRISTINA FINNERAN
SVP/INSTITUTIONAL RESEARCH40.0$221,380$0$64,360Yes (X)
CLAUDIA MARROQUIN
SVP/DEAN ADMISSIONS & ST. AID40.0$350,304$0$62,039Yes (X)
ELIZABETH ORLIC
SVP/CHIEF OF STAFF40.0$362,900$0$81,103Yes (X)
HEATHER KRAJEWSKI
SVP FOR DEVELOPMENT & AR40.0$391,379$0$11,548Yes (X)
JAMES HOPPE
SVP/DEAN FOR STUDENT AFFAIRS40.0$260,376$0$2,369Yes (X)
JANET LOHMANN
SVP/DEAN FOR STUDENT AFFAIRS40.0$437,014$0$48,928Yes (X)
JENNIFER SCANLON
SVP/DEAN FOR ACADEMIC AFFAIRS40.0$489,716$0$81,469Yes (X)
K NILES BRYANT
SVP/CHIEF INVESTMENTS OFFICER40.0$2,075,729$0$68,090Yes (X)
MICHAEL CATO
SVP/CHIEF INFORMATION OFFICER40.0$454,085$0$82,378Yes (X)
SCOTT HOOD
SVP FOR COMM & PUBLIC AFFAIRS40.0$363,766$0$64,993Yes (X)
SCOTT MEIKLEJOHN
SVP FOR DEVELOPMENT & AR40.0$332,140$0$101,557Yes (X)
ASHLEY CONRAD
ENDOWMENT CHIEF OP OFFICER40.0$471,451$0$72,528Yes (X)
BORIS RAYKIN
DIRECTOR OF INVESTMENTS40.0$1,054,646$0$49,510Yes (X)
BRUCE KOHORN
FACULTY40.0$352,193$0$23,918Yes (X)
PAGE MACHLIN
DIRECTOR OF INVESTMENTS40.0$1,026,872$0$48,820Yes (X)
TAMA SPOERRI
VP FOR HUMAN RESOURCES40.0$347,284$0$79,947Yes (X)
ELIZABETH MCCORMACK
FRMR SVP FOR ACADEMIC AFFAIRS40.0$171,430$0$51,563Yes (X)
STEPHANIE FROST
FRMR SVP FOR DEVELOPMENT & AR40.0$333,000$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$11,259,080TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,340,470TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K341IndivRcvdGreaterThan100KCnt
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
JF SCOTT CONSTRUCTION
20 ROYAL STREETWINTHROPME04364CONST. SERVICES$6,364,649
COLLABORATIVE SOLUTIONS LLC
300 FRANK W BURR BLVDTEANECKNJ07666SOFTWARE SERVICES$3,548,706
WRIGHT-RYAN CONSTRUCTION INC
10 DANFORTH STREETPORTLANDME04101CONST. SERVICES$2,423,109
CIGNA
PO BOX 644546PITTSBURGHPA15264BENEFITS ADMIN FEES/PREMIUMS$1,859,575
GREAT FALLS CONSTRUCTION
20 MECHANIC STREETGORHAMME04038CONST. SERVICES$1,365,705
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K76CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$4,025,000GovernmentGrantsAmt
All Other Contributions$79,549,000AllOtherContributionsAmt
Noncash Contributions$1,728,000NoncashContributionsAmt
Total Contributions$83,574,000TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
TUITION AND FEES611710$125,735,000$125,735,000$0$0
ROOM AND BOARD611710$32,699,000$32,699,000$0$0
AUXILIARY ENTERPRISES611710$4,899,000$4,606,000$293,000$0
OFF-CAMPUS STUDY611710$991,000$991,000$0$0
APPLICATION FEES611710$173,000$173,000$0$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$984,000TotalRevenueColumnAmt
Related Or Exempt Func Income$984,000RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$165,481,000TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,501,000TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$5,966,000UnrelatedBusinessRevenueAmt
Exclusion$11,535,000ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$38,000RealAmt
Personal$0PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

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

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$38,000RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$38,000TotalRevenueColumnAmt
Related Or Exempt Func Income$38,000RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$768,198,000SecuritiesAmt
Other$55,000OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$585,685,000SecuritiesAmt
Other$379,000OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$182,513,000SecuritiesAmt
Other-$324,000OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$182,189,000TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,066,000UnrelatedBusinessRevenueAmt
Exclusion$181,123,000ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$0ContriRptFundraisingEventAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
REUNION WEEKEND611710$385,000$385,000$0$0
$0$0$0$0
$0$0$0$0

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$401,000TotalRevenueColumnAmt
Related Or Exempt Func Income$401,000RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$786,000OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$449,569,000TotalRevenueColumnAmt
Related Or Exempt Func Income$166,012,000RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$7,325,000UnrelatedBusinessRevenueAmt
Exclusion$192,658,000ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$756,000TotalAmt
Program Services$756,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$70,785,000TotalAmt
Program Services$70,785,000ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$104,000TotalAmt
Program Services$104,000ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$9,061,000TotalAmt
Program Services$3,519,000ProgramServicesAmt
Management And General$4,337,000ManagementAndGeneralAmt
Fundraising$1,205,000FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$204,000TotalAmt
Program Services$0ProgramServicesAmt
Management And General$204,000ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$105,184,000TotalAmt
Program Services$85,559,000ProgramServicesAmt
Management And General$14,653,000ManagementAndGeneralAmt
Fundraising$4,972,000FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$10,791,000TotalAmt
Program Services$8,900,000ProgramServicesAmt
Management And General$1,324,000ManagementAndGeneralAmt
Fundraising$567,000FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$17,507,000TotalAmt
Program Services$14,881,000ProgramServicesAmt
Management And General$1,740,000ManagementAndGeneralAmt
Fundraising$886,000FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,961,000TotalAmt
Program Services$6,476,000ProgramServicesAmt
Management And General$1,039,000ManagementAndGeneralAmt
Fundraising$446,000FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,477,000TotalAmt
Program Services$0ProgramServicesAmt
Management And General$3,477,000ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$554,000TotalAmt
Program Services$0ProgramServicesAmt
Management And General$554,000ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$81,800TotalAmt
Program Services$0ProgramServicesAmt
Management And General$81,800ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$28,000TotalAmt
Fundraising$28,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$421,000TotalAmt
Program Services$0ProgramServicesAmt
Management And General$421,000ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$7,512,000TotalAmt
Program Services$4,745,000ProgramServicesAmt
Management And General$2,276,000ManagementAndGeneralAmt
Fundraising$491,000FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$135,000TotalAmt
Program Services$18,000ProgramServicesAmt
Management And General$117,000ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,576,000TotalAmt
Program Services$5,154,000ProgramServicesAmt
Management And General$923,000ManagementAndGeneralAmt
Fundraising$499,000FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$8,095,000TotalAmt
Program Services$5,457,000ProgramServicesAmt
Management And General$2,638,000ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$9,238,000TotalAmt
Program Services$7,477,000ProgramServicesAmt
Management And General$1,726,000ManagementAndGeneralAmt
Fundraising$35,000FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,683,000TotalAmt
Program Services$4,849,000ProgramServicesAmt
Management And General$497,000ManagementAndGeneralAmt
Fundraising$337,000FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,177,000TotalAmt
Program Services$792,000ProgramServicesAmt
Management And General$101,000ManagementAndGeneralAmt
Fundraising$284,000FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$14,223,000TotalAmt
Program Services$13,085,000ProgramServicesAmt
Management And General$1,138,000ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$20,278,000TotalAmt
Program Services$17,034,000ProgramServicesAmt
Management And General$3,244,000ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,217,000TotalAmt
Program Services$1,035,000ProgramServicesAmt
Management And General$182,000ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROVISION FOR EXCISE TAXES$6,667,000$0$6,667,000$0
PURCHASES FOR RESALE$5,407,000$5,407,000$0$0
LIBRARY MATERIALS$3,818,000$3,818,000$0$0
FACILITIES, MAINT, REP$3,413,000$3,242,000$171,000$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,482,200TotalAmt
Program Services$3,026,000ProgramServicesAmt
Management And General$2,401,200ManagementAndGeneralAmt
Fundraising$55,000FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$325,836,000TotalAmt
Program Services$266,119,000ProgramServicesAmt
Management And General$49,912,000ManagementAndGeneralAmt
Fundraising$9,805,000FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$75,957,000BOYAmt
EOY$80,961,000EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$47,208,000BOYAmt
EOY$39,166,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,114,000BOYAmt
EOY$1,605,000EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$606,000BOYAmt
EOY$404,000EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,652,000BOYAmt
EOY$1,671,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,048,000BOYAmt
EOY$8,863,000EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$679,867,000LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$265,901,000LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$392,836,000BOYAmt
EOY$413,966,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$83,993,000BOYAmt
EOY$108,921,000EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,595,912,000BOYAmt
EOY$2,879,479,000EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$28,304,000BOYAmt
EOY$25,541,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,234,630,000BOYAmt
EOY$3,560,577,000EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$26,096,000BOYAmt
EOY$31,722,000EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$124,000BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$782,000BOYAmt
EOY$664,000EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$83,682,000BOYAmt
EOY$82,746,000EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$29,000BOYAmt
EOY$29,000EOYAmt

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$9,458,000BOYAmt
EOY$3,900,000EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$311,763,000BOYAmt
EOY$313,016,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$431,934,000BOYAmt
EOY$432,077,000EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$343,950,000BOYAmt
EOY$368,595,000EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,458,746,000BOYAmt
EOY$2,759,905,000EOYAmt

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

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

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

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

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

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

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,802,696,000BOYAmt
EOY$3,128,500,000EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,234,630,000BOYAmt
EOY$3,560,577,000EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$123,733,000ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$202,464,000NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets-$393,000OtherChangesInNetAssetsAmt
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$38,857,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$49,006,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,085,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,332,000CurrentTaxYearMinus1YearAmt
Current Tax Year$83,574,000CurrentTaxYearAmt
Total$278,854,000TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

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

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

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 Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$38,857,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$49,006,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,085,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,332,000CurrentTaxYearMinus1YearAmt
Current Tax Year$83,574,000CurrentTaxYearAmt
Total$278,854,000TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$4,267,721SubstantialContributorsTotAmt
Public Support Total170$274,586,279PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,266,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,721,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,648,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,286,000CurrentTaxYearMinus1YearAmt
Current Tax Year$11,573,000CurrentTaxYearAmt
Total$58,494,000TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,082,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,584,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,625,000CurrentTaxYearMinus1YearAmt
Current Tax Year$5,810,000CurrentTaxYearAmt
Total$17,101,000TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$43,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,000CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$83,000TotalAmt
FieldValueIRS element (for citing)
Total Support$354,532,000TotalSupportAmt
Gross Receipts Rltd Activities$727,310,000GrossReceiptsRltdActivitiesAmt
Public Support CY1700.77450PublicSupportCY170Pct
Public Support PY1700.75956PublicSupportPY170Pct
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 - FUNDRAISING RECEIPTS, COLUMN A - 0.0, COLUMN B - 43000.0, COLUMN C - 0.0, COLUMN D - 40000.0, COLUMN E - 0.0, COLUMN F - 83000.0;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 ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$19,000DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$62,800OtherActivitiesAmt
Total Lobbying Expenditures$81,800TotalLobbyingExpendituresAmt
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 ORGANIZATION MET WITH CONGRESSIONAL LEADERS IN WASHINGTON, D.C. REGARDING COMPONENTS OF THE ONE BIG BEAUTIFUL BILL ACT. THE ORGANIZATION PAID FOR GOVERNMENT RELATIONS AND CONSULTING SERVICES IN WASHINGTON, D.C. THE ORGANIZATION PAYS MEMBERSHIP DUES TO ASSOCIATIONS WHICH MAY ENGAGE IN LOBBYING ACTIVITIES.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,583,406,000BeginningYearBalanceAmt
Contributions$79,527,000ContributionsAmt
Investment Earnings Or Losses$388,732,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$56,427,000GrantsOrScholarshipsAmt
Other Expenditures$68,814,000OtherExpendituresAmt
Administrative Expenses$14,702,000AdministrativeExpensesAmt
End Year Balance$2,911,722,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,422,201,000BeginningYearBalanceAmt
Contributions$25,174,000ContributionsAmt
Investment Earnings Or Losses$259,519,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$50,335,194GrantsOrScholarshipsAmt
Other Expenditures$64,460,806OtherExpendituresAmt
Administrative Expenses$8,692,000AdministrativeExpensesAmt
End Year Balance$2,583,406,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,472,818,000BeginningYearBalanceAmt
Contributions$39,479,000ContributionsAmt
Investment Earnings Or Losses$13,066,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$42,432,000GrantsOrScholarshipsAmt
Other Expenditures$50,468,000OtherExpendituresAmt
Administrative Expenses$10,262,000AdministrativeExpensesAmt
End Year Balance$2,422,201,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,718,438,000BeginningYearBalanceAmt
Contributions$33,193,000ContributionsAmt
Investment Earnings Or Losses-$189,622,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$37,956,000GrantsOrScholarshipsAmt
Other Expenditures$44,283,000OtherExpendituresAmt
Administrative Expenses$6,952,000AdministrativeExpensesAmt
End Year Balance$2,472,818,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,780,970,000BeginningYearBalanceAmt
Contributions$21,252,000ContributionsAmt
Investment Earnings Or Losses$1,004,524,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$35,295,000GrantsOrScholarshipsAmt
Other Expenditures$42,401,000OtherExpendituresAmt
Administrative Expenses$10,612,000AdministrativeExpensesAmt
End Year Balance$2,718,438,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0807BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.9193PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,994,000OtherCostOrOtherBasisAmt
Book Value$7,994,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$540,491,000OtherCostOrOtherBasisAmt
Depreciation$203,655,000DepreciationAmt
Book Value$336,836,000BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,048,000OtherCostOrOtherBasisAmt
Depreciation$3,355,000DepreciationAmt
Book Value$2,693,000BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$53,691,000OtherCostOrOtherBasisAmt
Depreciation$41,538,000DepreciationAmt
Book Value$12,153,000BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$71,643,000OtherCostOrOtherBasisAmt
Depreciation$17,353,000DepreciationAmt
Book Value$54,290,000BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$413,966,000TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Closely-held equity interests
Financial derivatives
FIXED INCOME$13,071,000F
EQUITIES$532,543,000F
ABSOLUTE RETURN$950,132,000F
ALTERNATIVE INVESTMENTS$1,383,733,000F
FieldValueIRS element (for citing)
Total Book Value Securities$2,879,479,000TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (9 entries)

DescDescAmtAmt
Federal Income Taxes
LIABILITY: POST-RETIREMENT BENEFITS$18,642,000
ASSET RETIREMENT OBLIGATION$1,569,000
LIABILITY FOR PV OF LIFE INCOME$12,442,000
FAIR VALUE OF INTEREST RATE SWAP$2,259,000
DEFERRED TAX LIABILITY$9,000,000
EXCISE TAX LIABILITY$3,623,000
TAXABLE BOND LIABILITIES$256,017,000
OPERATING/FINANCING LEASE LIAB$9,464,000
FieldValueIRS element (for citing)
Total Liability$313,016,000TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$635,043,000TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$202,464,000NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants$0RecoveriesPriorYearGrantsAmt
Other Revenue-$393,000OtherRevenueAmt
Revenue Not Reported$202,071,000RevenueNotReportedAmt
Revenue Subtotal$432,972,000RevenueSubtotalAmt
Investment Expenses Not Incld$15,191,000InvestmentExpensesNotIncldAmt
Other Revenues Not Included$1,406,000OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$16,597,000RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$449,569,000TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$309,239,000TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$0DonatedServicesUseFcltsAmt
Prior Year Adjustments$0PriorYearAdjustmentsAmt
Losses Reported$0LossesReportedAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$309,239,000ExpensesSubtotalAmt
Investment Expenses Not Incld2$15,191,000InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$1,406,000OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$16,597,000ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$325,836,000TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 1a Collections of art - financial statement footnoteTHE COLLEGE DOES NOT CAPITALIZE COLLECTIONS, PRIMARILY ART OBJECTS, AS THEY ARE HELD FOR PUBLIC EXHIBITION AND EDUCATION RATHER THAN FINANCIAL GAIN. PROCEEDS FROM THE SALE OF COLLECTION ITEMS ARE USED TO ACQUIRE OTHER ITEMS FOR COLLECTION.
Schedule D, Part III, Line 4 Collections of art - description of collectionsCOLLEGE COLLECTIONS ARE PRIMARILY ART OBJECTS HELD FOR PUBLIC EXHIBITION AND EDUCATION.
Schedule D, Part IV, Line 2b Explanation of escrow agreementTHE COLLEGE HOLDS $29,000 OF SECURITY DEPOSITS ON ITS RENTAL PROPERTIES.
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE COLLEGE'S ENDOWMENT IS INVESTED WITH THE INTENT OF BALANCING THE GOALS OF GENERATING A STEADY, STABLE STREAM OF FUNDS TO SUPPORT THE CURRENT OPERATIONS OF THE COLLEGE WHILE PRESERVING THE PURCHASING POWER OF THE ENDOWMENT TO SUPPORT PROGRAMS AND INITIATIVES FOR FUTURE GENERATIONS OF BOWDOIN STUDENTS. THE TOP FOUR USES OF THE ENDOWMENT FOR FY 2025 WERE AS FOLLOWS: FINANCIAL AID 46.5%; FACULTY COMPENSATION, ACADEMIC PROGRAMS AND RESEARCH 24.1%; GENERAL OPERATIONS 17.9%; LIBRARY AND MUSEUM PROGRAM SUPPORT 6.4%.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteTHE COLLEGE IS A NOT-FOR-PROFIT ORGANIZATION AND IS GENERALLY EXEMPT FROM INCOME TAXES AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED. THE COLLEGE ASSESSES UNCERTAIN TAX POSITIONS AND HAS DETERMINED THERE WERE NO SUCH POSITIONS THAT HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990NET UNREALIZED LOSS ON INTEREST RATE SWAP - -194000 POSTRETIREMENT-RELATED CHANGES OTHER THAN NET PERIODIC COST - -1016000 NET CHANGE IN ANNUITY AND LIFE INCOME FUNDS - 939000 GAIN ON ASSET RETIREMENT OBLIGATION - 2000 UNCOLLECTIBLE PLEDGES - -124000
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsDEFERRED & EXCISE TAX LIABILITIES - 1406000
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsDEFERRED & EXCISE TAX LIABILITIES - 1406000

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediafalsePlcyPblczdViaBroadcastMediaInd
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 ORGANIZATION MEETS THE CRITERIA ESTABLISHED IN SECTION 4.0 REVENUE PROCEDURE 75-50. THE COLLEGE DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS NATIONWIDE AND WORLDWIDE AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY. IT SATISFIES THE PUBLICITY REQUIREMENT BY INCLUDING A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS IN ALL ITS BROCHURES AND CATALOGS DEALING WITH STUDENT ADMISSIONS, PROGRAMS, AND SCHOLARSHIPS. IT ALSO REFERENCES ITS RACIALLY NONDISCRIMINATORY POLICY IN OTHER WRITTEN ADVERTISING THAT IT USES AS A MEANS OF INFORMING PROSPECTIVE STUDENTS OF ITS PROGRAMS.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTTHE COLLEGE PARTICIPATES IN VARIOUS STUDENT FINANCIAL AID PROGRAMS FROM THE U.S. DEPARTMENT OF EDUCATION, INCLUDING THE FOLLOWING: PELL GRANTS, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS AND COLLEGE WORK STUDY PROGRAMS.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (23 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxtOfficesOfficesCntEmployeeEmployeeCnt
Central America and the CaribbeanGrantmaking$51,000
East Asia and the PacificGrantmaking$16,000
Europe (Including Iceland and Greenland)Grantmaking$23,000
Middle East and North AfricaGrantmaking$13,000
North America (Canada & Mexico only)Grantmaking$1,000
Central America and the CaribbeanInvestments$1,160,629,000
Europe (Including Iceland and Greenland)Investments$72,658,000
North America (Canada & Mexico only)Investments$2,000
Sub-Saharan AfricaInvestments$54,081,000
Europe (Including Iceland and Greenland)Fundraising$7,000
Central America and the CaribbeanProgram Services$2,000PROGRAM SERVICES ACTIVITY INCLUDES STUDENT EDUCATION RELATED TRAVEL, FACULTY AND STAFF PROFESSIONAL DEVELOPMENT, RESEARCH, AND RELATED TRAVEL.
East Asia and the PacificProgram Services$34,000PROGRAM SERVICES ACTIVITY INCLUDES STUDENT EDUCATION RELATED TRAVEL, FACULTY AND STAFF PROFESSIONAL DEVELOPMENT, RESEARCH, AND RELATED TRAVEL.
Europe (Including Iceland and Greenland)Program Services$156,000PROGRAM SERVICES ACTIVITY INCLUDES STUDENT EDUCATION RELATED TRAVEL, FACULTY AND STAFF PROFESSIONAL DEVELOPMENT, RESEARCH, AND RELATED TRAVEL.
Middle East and North AfricaProgram Services$4,000PROGRAM SERVICES ACTIVITY INCLUDES STUDENT EDUCATION RELATED TRAVEL, FACULTY AND STAFF PROFESSIONAL DEVELOPMENT, RESEARCH, AND RELATED TRAVEL.
North America (Canada & Mexico only)Program Services$67,000PROGRAM SERVICES ACTIVITY INCLUDES STUDENT EDUCATION RELATED TRAVEL, FACULTY AND STAFF PROFESSIONAL DEVELOPMENT, RESEARCH, AND RELATED TRAVEL.
South AmericaProgram Services$26,000PROGRAM SERVICES ACTIVITY INCLUDES STUDENT EDUCATION RELATED TRAVEL, FACULTY AND STAFF PROFESSIONAL DEVELOPMENT, RESEARCH, AND RELATED TRAVEL.
South AsiaProgram Services$3,000PROGRAM SERVICES ACTIVITY INCLUDES STUDENT EDUCATION RELATED TRAVEL, FACULTY AND STAFF PROFESSIONAL DEVELOPMENT, RESEARCH, AND RELATED TRAVEL.
Sub-Saharan AfricaProgram Services$5,000PROGRAM SERVICES ACTIVITY INCLUDES STUDENT EDUCATION RELATED TRAVEL, FACULTY AND STAFF PROFESSIONAL DEVELOPMENT, RESEARCH, AND RELATED TRAVEL.
East Asia and the PacificProgram Services$7,000STUDENT RECRUITMENT
Europe (Including Iceland and Greenland)Program Services$4,000STUDENT RECRUITMENT
North America (Canada & Mexico only)Program Services$5,000STUDENT RECRUITMENT
South AmericaProgram Services$2,000STUDENT RECRUITMENT
North America (Canada & Mexico only)Program Services$258,000SCIENTIFIC STATION111
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office1ContinuationTotalOfficeCnt
Continuation Total Employee11ContinuationTotalEmployeeCnt
Total Office1TotalOfficeCnt
Total Employee11TotalEmployeeCnt
Subtotal Spent$1,287,770,000SubtotalSpentAmt
Continuation Spent$284,000ContinuationSpentAmt
Total Spent$1,288,054,000TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (5 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmt
FINANCIAL AIDCentral America and the Caribbean1$51,000WIRE TRANSFER$0
FINANCIAL AIDEast Asia and the Pacific2$16,000WIRE TRANSFER$0
FINANCIAL AIDEurope (Including Iceland and Greenland)8$23,000WIRE TRANSFER$0
FINANCIAL AIDMiddle East and North Africa1$13,000WIRE TRANSFER$0
FINANCIAL AIDNorth America (Canada & Mexico only)1$1,000WIRE TRANSFER$0
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 CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsELIGIBILITY FOR BOWDOIN GRANT ASSISTANCE IS "NEED BASED DETERMINED THROUGH ANALYSIS OF A FAMILY'S INCOME AND ASSETS. FAMILY INFORMATION IS COLLECTED THROUGH THE COLLEGE BOARD'S CSS/FINANCIAL AID PROFILE FORM, FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) AND THE FAMILY'S FEDERAL INCOME TAX RETURNS. EXCEPT FOR NATIONAL MERIT SCHOLARSHIPS, THE COLLEGE DOES NOT OFFER MERIT BASED AID. THE COLLEGE MAINTAINS A STUDENT AID OFFICE TO COUNSEL STUDENTS/FAMILIES ON HOW TO AFFORD A BOWDOIN EDUCATION AND TO ENSURE THAT AWARDS ARE IN COMPLIANCE WITH ESTABLISHED POLICIES AND PROCEDURES.
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsCENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual
Schedule F, Part III Method used to account for expenditures on org's financial statementsCENTRAL AMERICA AND THE CARIBBEAN -Accrual EAST ASIA AND THE PACIFIC -Accrual EUROPE (INCLUDING ICELAND AND GREENLAND) -Accrual MIDDLE EAST AND NORTH AFRICA -Accrual NORTH AMERICA (CANADA & MEXICO ONLY) -Accrual

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1RONALD A JOYCEBusinessNameLine1Txt
FieldValueIRS element (for citing)
ActivityFUNDRAISING CONSULTANTActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$28,000RetainedByContractorAmt
Net To Organization-$28,000NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$0TotalGrossReceiptsAmt
Total Retained By Contractors$28,000TotalRetainedByContractorsAmt
Total Net To Organization-$28,000TotalNetToOrganizationAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtRecipient EINRecipientEIN
TOWN OF BRUNSWICK
85 UNION STREETBRUNSWICKME04011GOV'T$606,230$0CONTRIBUTION
BRUNSWICK DOWNTOWN ASSOCIATION
PO BOX 15BRUNSWICKME04011501(C)(3)$30,000$0CONTRIBUTION753131242
TOWN OF HARPSWELL
PO BOX 39HARPSWELLME04079GOV'T$21,900$0CONTRIBUTION
TEDFORD HOUSING
PO BOX 958BRUNSWICKME04011501(C)(3)$20,000$0CONTRIBUTION010422035
UNITED WAY OF MID COAST MAINE
34 WING FARM PARKWAYBATHME04530501(C)(3)$7,500$0CONTRIBUTION016004866
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmt
FINANCIAL AID FOR UNDERGRAD ST.1081$66,889,000$0
STUDENT RESEARCH FELLOWSHIPS898$3,226,000$0
GRAD. STUDENT AID & POST GRAD. AWARDS111$407,000$0
ACADEMIC & OTHER STUDENT AWARDS394$263,000$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant fundsFormAndLineReferenceDesc
ExplanationGRANTS TO ORGANIZATIONS IN THE U.S. THE ALLOCATION OF GRANTS AND OTHER ASSISTANCE TO LOCAL ORGANIZATIONS AND MUNICIPALITIES IS DETERMINED ON AN ANNUAL BASIS BY THE SENIOR VICE PRESIDENT FOR FINANCE AND ADMINISTRATION AND TREASURER. GRANTS TO INDIVIDUALS IN THE U.S. ELIGIBILITY FOR BOWDOIN GRANT ASSISTANCE IS "NEED BASED DETERMINED THROUGH ANALYSIS OF A FAMILY'S INCOME AND ASSETS. FAMILY INFORMATION IS COLLECTED THROUGH THE COLLEGE BOARD'S CSS/FINANCIAL AID PROFILE FORM, FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) AND THE FAMILY'S FEDERAL INCOME TAX RETURNS. EXCEPT FOR NATIONAL MERIT SCHOLARSHIPS, THE COLLEGE DOES NOT OFFER MERIT BASED AID. THE COLLEGE MAINTAINS A STUDENT AID OFFICE TO COUNSEL STUDENTS/FAMILIES ON HOW TO AFFORD A BOWDOIN EDUCATION AND TO ENSURE THAT AWARDS ARE IN COMPLIANCE WITH ESTABLISHED POLICIES AND PROCEDURES.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
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 (21 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
SAFA ZAKI
PRESIDENT$911,252$0$0$0$25,257$0$99,977$0$84,380$0$1,120,866$0$0$0
MATTHEW ORLANDO
SVP FINANCE & ADMIN/TREASURER$423,252$0$100,000$0$2,914$0$51,102$0$41,113$0$618,381$0$79,167$0
STEPHANIE FROST
FRMR SVP FOR DEVELOPMENT & AR$0$0$0$0$333,000$0$0$0$0$0$333,000$0$333,000$0
ELIZABETH MCCORMACK
FRMR SVP FOR ACADEMIC AFFAIRS$168,579$0$0$0$2,851$0$25,838$0$25,725$0$222,993$0$0$0
K NILES BRYANT
SVP/CHIEF INVESTMENTS OFFICER$872,801$0$1,200,000$0$2,928$0$48,927$0$19,163$0$2,143,819$0$0$0
JENNIFER SCANLON
SVP/DEAN FOR ACADEMIC AFFAIRS$382,012$0$100,000$0$7,704$0$50,976$0$30,493$0$571,185$0$79,167$0
MICHAEL CATO
SVP/CHIEF INFORMATION OFFICER$350,633$0$100,000$0$3,452$0$50,881$0$31,497$0$536,463$0$79,167$0
JANET LOHMANN
SVP/DEAN FOR STUDENT AFFAIRS$182,840$0$100,000$0$154,174$0$41,196$0$7,732$0$485,942$0$79,167$0
ELIZABETH ORLIC
SVP/CHIEF OF STAFF$259,830$0$100,000$0$3,070$0$50,619$0$30,484$0$444,003$0$59,375$0
SCOTT MEIKLEJOHN
SVP FOR DEVELOPMENT & AR$157,350$0$0$0$174,790$0$100,328$0$1,229$0$433,697$0$150,000$0
SCOTT HOOD
SVP FOR COMM & PUBLIC AFFAIRS$283,368$0$75,000$0$5,398$0$50,691$0$14,302$0$428,759$0$59,375$0
CLAUDIA MARROQUIN
SVP/DEAN ADMISSIONS & ST. AID$273,852$0$75,000$0$1,452$0$43,930$0$18,109$0$412,343$0$59,375$0
HEATHER KRAJEWSKI
SVP FOR DEVELOPMENT & AR$171,939$0$0$0$219,440$0$0$0$11,548$0$402,927$0$0$0
BENJE DOUGLAS
SVP FOR INCLUSION & DIVERSITY$249,308$0$50,000$0$1,432$0$39,667$0$29,111$0$369,518$0$19,792$0
CHRISTINA FINNERAN
SVP/INSTITUTIONAL RESEARCH$170,212$0$50,000$0$1,168$0$33,206$0$31,154$0$285,740$0$39,583$0
JAMES HOPPE
SVP/DEAN FOR STUDENT AFFAIRS$132,536$0$0$0$127,840$0$0$0$2,369$0$262,745$0$0$0
BORIS RAYKIN
DIRECTOR OF INVESTMENTS$545,109$0$507,377$0$2,160$0$45,399$0$4,111$0$1,104,156$0$0$0
PAGE MACHLIN
DIRECTOR OF INVESTMENTS$536,250$0$489,038$0$1,584$0$45,399$0$3,421$0$1,075,692$0$0$0
ASHLEY CONRAD
ENDOWMENT CHIEF OP OFFICER$279,638$0$190,725$0$1,088$0$44,882$0$27,646$0$543,979$0$0$0
TAMA SPOERRI
VP FOR HUMAN RESOURCES$267,549$0$75,000$0$4,735$0$50,641$0$29,306$0$427,231$0$37,500$0
BRUCE KOHORN
FACULTY$106,280$0$0$0$245,913$0$17,590$0$6,328$0$376,111$0$0$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsAN OFFICER AND TWO KEY EMPLOYEES RECEIVED A GROSS-UP PAYMENT ON TAXABLE MOVING EXPENSES. ONE HIGHEST COMPENSATED EMPLOYEE RECEIVED A GROSS-UP PAYMENT ON A TAXABLE LENGTH OF SERVICE AWARD.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useTHE COLLEGE REQUIRES THE PRESIDENT TO LIVE ON CAMPUS IN COLLEGE-PROVIDED HOUSING. THE VALUE OF THE BENEFIT IS INCLUDED IN PART II, COLUMN D FOR THE PRESIDENT. TWO KEY EMPLOYEES AND ONE FORMER KEY EMPLOYEE RECEIVED A TAXABLE HOUSING BENEFIT.
Schedule J, Part I, Line 1a Health or social club dues or initiation feesSOCIAL CLUB DUES WERE PAID BY THE COLLEGE ON BEHALF OF AN OFFICER. THE DUES ARE NOT INCLUDED IN THE EMPLOYEE'S TAXABLE WAGES AS THE SOCIAL CLUB WAS USED TO CONDUCT COLLEGE BUSINESS ONLY.
Schedule J, Part I, Line 4a Severance or change-of-control paymentTWO KEY EMPLOYEES RECEIVED SUPPLEMENTAL WAGES IN THE AMOUNTS OF $150,000 AND $73,333. A FORMER KEY EMPLOYEE RECEIVED SUPPLEMENTAL WAGES IN THE AMOUNT OF $315,000. A HIGHEST COMPENSATED EMPLOYEE RECEIVED SUPPLEMENTAL WAGES IN THE AMOUNT OF $243,694. AN OFFICER HAS AN EMPLOYMENT AGREEMENT WITH A CONDITIONAL SEVERANCE CLAUSE.
Schedule J, Part I, Line 7 Non-fixed paymentsTHREE HIGHEST COMPENSATED EMPLOYEES RECEIVED A BONUS WHICH WAS DETERMINED AT THE DISCRETION OF A KEY EMPLOYEE.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MAINE HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY
A010314384NONEAVAIL2017-04-03$20,700,000REISSUE-2008 BONDfalsefalsefalse
MAINE HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY
B01031438456042RPK22017-12-28$35,978,713ADVANCE REFUNDINGfalsefalsefalse
MAINE HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY
C01031438456042RSC72018-11-29$32,389,091CONSTRUCTIONfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtRetiredRetiredAmtCapital ExpendituresCapitalExpendituresAmt
A$20,700,000$20,700,0002017Yes (true)falseYes (true)Yes (true)
B$35,978,713$35,569,5682017falseYes (true)Yes (true)Yes (true)$409,145
C$33,121,9802021falsefalseYes (true)Yes (true)$386,973$2,650,000$32,735,007

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
AfalseYes (true)falsefalsefalsefalse0.00.00.0falsefalse0falseYes (true)
BfalseYes (true)falsefalsefalsefalse0.00030.00.0003falsefalse0falseYes (true)
Cfalsefalsefalsefalsefalsefalse0.00.00.0falsefalse0falseYes (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
AfalsefalsefalseYes (true)Yes (true)false0falsefalsefalse0falsefalseYes (true)
BfalsefalsefalseYes (true)falsefalse0falsefalsefalse0falsefalseYes (true)
CfalsefalsefalseYes (true)falsefalse0falsefalsefalse0falsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

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

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part I, Column (f) BOND ATHE ISSUE IS A DIRECT PLACEMENT REMARKETING OF THE SERIES 2008 ISSUED 03/24/2008.
Schedule K, Part I, Column (f) BOND BPARTIALLY ADVANCE REFUND 2009A ISSUED 05/14/2009.
Schedule K, Part I, Column (f) BOND CFINANCE CONSTRUCTION, RENOVATION AND EQUIPPING OF FACILITIES, OWNED OR TO BE OWNED BY THE INSTITUTION AND LOCATED ON ITS CAMPUS IN BRUNSWICK, MAINE, INCLUDING SEVERAL UPPER-CLASS HOUSING BUILDINGS AND A NEW ACADEMIC BUILDING CONTAINING LARGE FLEXIBLE CLASSROOMS, A CINEMA, AND AN EVENT SPACE.
Schedule K, Part II, Line 3 COLUMN CTHE DIFFERENCE BETWEEN THE TOTAL PROCEEDS AND THE ISSUE PRICE IS DUE TO INTEREST EARNINGS ON PROJECT FUNDS IN THE AMOUNT OF $732,889.
Schedule K, Part II, Line 11 COLUMN A, BTHE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE NO LONGER IN ESCROW.
Schedule K, Part III, Line 4 COLUMN ATHE EQUITY CONTRIBUTION TO THE PROJECT IS GREATER THAN THE THIRD PARTY USE OF THE SPACE SO THERE IS NO PRIVATE BUSINESS USE.
Schedule K, Part IV, Line 2c COLUMN AIssuer name: MAINE HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 05/03/2022
Schedule K, Part IV, Line 2c COLUMN BIssuer name: MAINE HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 11/29/2021
Schedule K, Part IV, Line 2c COLUMN CIssuer name: MAINE HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 12/28/2021

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgN/ARelationshipWithOrgTxt
Cash Grant$12,000CashGrantAmt
Type Of AssistanceSCHOLARSHIPTypeOfAssistanceTxt
Assistance PurposeBENEFITAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SPOUSE OF KEY EMPLOYEEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionKEY EMP: S. HOODRelationshipDescriptionTxt
Transaction$195,000TransactionAmt
TransactionCOMPENSATIONTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Contribution2134ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - SEE PART IIMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Contribution110ContributionCnt
Noncash Contributions Rpt F990$1,728,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - SEE PART IIMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received12Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part I, Line 9 PUBLICLY TRADED SECURITIES109 GIFTS OF PUBLICLY TRADED SECURITIES WERE VALUED AT FAIR MARKET VALUE. 1 PLANNED GIFT WAS VALUED AT NET PRESENT VALUE.
Schedule M, Part I, Line 33 WORKS OF ARTTHE COLLEGE DOES NOT RECOGNIZE REVENUE FOR CONTRIBUTIONS OF ART OBJECTS OR BOOKS AND PUBLICATIONS.
Schedule M, Part I Explanations of reporting method for number of contributionsArt - Works of art - THE ORGANIZATION IS REPORTING THE NUMBER OF ITEMS CONTRIBUTED. Securities - Publicly traded - THE ORGANIZATION IS REPORTING EACH SEPARATE SECURITY GIFT AS A CONTRIBUTION.

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 bodyIN APRIL, A COMPLETE COPY OF FORM 990 IS PROVIDED TO THE PRESIDENT AND THE SENIOR VICE PRESIDENT FOR FINANCE AND ADMINISTRATION AND TREASURER FOR THOROUGH REVIEW IN ADVANCE OF REGULARLY SCHEDULED BOARD OF TRUSTEES MEETINGS AND FILING WITH THE INTERNAL REVENUE SERVICE (IRS) IN MAY. SUBSEQUENT TO THIS REVIEW, A COMPLETE COPY OF FORM 990 IS PROVIDED TO THE CHAIRMAN OF THE BOARD AND THE CHAIR OF THE AUDIT, RISK, AND REPUTATION COMMITTEE. ALL OTHER TRUSTEES ARE PROVIDED A PUBLIC DISCLOSURE COPY OF FORM 990 FOR REVIEW. THE SCHEDULE B AS FILED WITH THE IRS IS AVAILABLE TO ALL TRUSTEES, UPON REQUEST ONLY, AT THE BOARD OF TRUSTEES MEETINGS IN MAY. THE FORM 990 IS FILED WITH THE IRS AFTER THE TRUSTEES REVIEW AND APPROVE THE FORM AT THESE MEETINGS.
Form 990, Part VI, Line 12c Conflict of interest policyTHE COLLEGE SURVEYS ANNUALLY ALL MEMBERS OF THE BOARD, ALL OFFICERS OF INSTRUCTION, AND ALL OFFICERS OF ADMINISTRATION AS TO POTENTIAL CONFLICTS OF INTEREST. SURVEYS ARE REVIEWED BY THE COLLEGE'S SENIOR VICE PRESIDENT AND GENERAL COUNSEL. THE RESULTS OF THE SURVEY ARE REPORTED TO THE AUDIT, RISK, AND REPUTATION COMMITTEE AND TO THE BOARD OF TRUSTEES. THE COLLEGE'S SENIOR VICE PRESIDENT AND GENERAL COUNSEL MANAGES ALL CONFLICTS BY APPROPRIATE MEANS, INCLUDING BUT NOT LIMITED TO, BY REQUIRING BOARD MEMBERS TO RECUSE THEMSELVES FROM VOTING.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialIN ACCORDANCE WITH TREASURY REGULATION 53.4958-6 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, ACTING AS A COMPENSATION COMMITTEE, ANNUALLY REVIEWS AND APPROVES THE COMPENSATION OF THE PRESIDENT AND SENIOR MANAGEMENT OFFICIALS. IN ALL CASES, THE EXECUTIVE COMMITTEE CONSIDERS COMPENSATION SURVEYS AND COMPETITIVE MARKET DATA. FOR SENIOR MANAGEMENT, THE PRESIDENT PROVIDES THE EXECUTIVE COMMITTEE WITH RECOMMENDED CHANGES TO COMPENSATION LEVELS. THE EXECUTIVE COMMITTEE DOCUMENTS SUCH DECISIONS IN ITS MINUTES WHERE APPROPRIATE.
Form 990, Part VI, Line 19 Required documents available to the publicTHE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ALSO, FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AT HTTPS://WWW.BOWDOIN.EDU/FINANCE/FINANCIAL-DOCUMENTS/INDEX.HTML (ALL LOWER CASE).
Form 990, Part VIII, Line 2f Other Program Service RevenueALL OTHER PROGRAM SERVICE REVENUE - Total Revenue: 984000, Related or Exempt Function Revenue: 984000, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part VIII, Line 11d Other Miscellaneous RevenueALL OTHER REVENUE - Total Revenue: 401000, Related or Exempt Function Revenue: 401000, 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 balancesNET UNREALIZED LOSS ON INTEREST RATE SWAP - -194000; POSTRETIREMENT-RELATED CHANGES OTHER THAN NET PERIODIC COST - -1016000; NET CHANGE IN ANNUITY AND LIFE INCOME FUNDS - 939000; GAIN ON ASSET RETIREMENT OBLIGATION - 2000; UNCOLLECTIBLE PLEDGES - -124000; Total - -393000;

Schedule R IRS990ScheduleR

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
TIGER PARTNERS
565 FIFTH AVENUE 19TH FLNEW YORKNY10017550648835INVESTINGNYExcluded$1$40,660falseYes (true)
VERSO ALPHA DRIVEN RETURNS LP
655 MONTGOMERY ST SUITE 840SAN FRANCISCOCA94111874310965INVESTINGCAExcluded$26,920,313falsefalse
BEACONLIGHT OPPORTUNITIES FUND I LP
9 WEST 57TH STREET 27TH FLOORNEW YORKNY10019934096017INVESTINGNYExcluded$11,381$4,943,134falsefalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
POOLED INCOME FUNDS (3)
5400 COLLEGE STATIONBRUNSWICKME04011INVESTINGMEBOWDOINTrustYes (true)
CHARITABLE REMAINDER TRUSTS (16)
5400 COLLEGE STATIONBRUNSWICKME04011INVESTINGMEBOWDOINTrustYes (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 FUND C
S$93,907FMV
CHARITABLE REMAINDER TRUST
S$117,442FMV

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part IV (c) Legal domicileFormAndLineReferenceDesc
ExplanationPOOLED INCOME FUNDS AND CHARITABLE REMAINDER TRUSTS DOMICILED: THERE ARE 3 POOLED INCOME FUNDS REPORTED IN PART IV. ALL ARE DOMICILED IN MAINE. THERE ARE 16 CHARITABLE REMAINDER TRUSTS REPORTED IN PART IV. 10 ARE DOMICILED IN MAINE, 1 IN CALIFORNIA, 1 IN CONNECTICUT, 1 IN ILLINOIS, 1 IN NEW JERSEY, 1 IN NEW YORK AND 1 IN NORTH CAROLINA.ExplanationTxt