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TRUSTEES OF AMHERST COLLEGE: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
TRUSTEES OF AMHERST COLLEGE (EIN 04-2103542)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-12
IRS object ID
202631329349302793
Schema version
2024v5.5
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)
Return2026-05-12T11:26:21-05:00ReturnTs
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)
EIN042103542EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMHERST COLLEGE TRUSTEESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMHEBusinessNameControlTxt
Phone4135422101PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5000 CONTROLLERS OFFICEAddressLine1Txt
CityAMHERSTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01002ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL THOMASPersonNm
Person TitleCHIEF FIN & ADMIN OFFICERPersonTitleTxt
Phone4135422101PhoneNum
Signature2026-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRISTIN ANDERSONPreparerPersonNm
PTINP01231300PTIN
Phone6179881000PhoneNum
Preparation2026-05-09PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMICHAEL A ELLIOTTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5000 CONTROLLERS OFFICEAddressLine1Txt
CityAMHERSTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01002ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,351,565,020GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AMHERST.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1821FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body23VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee3592TotalEmployeeCnt
Total Volunteers2137TotalVolunteersCnt
Total Gross UBI$6,831,823TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$374,151NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$65,319,167PYContributionsGrantsAmt
CY Contributions Grants$55,541,575CYContributionsGrantsAmt
PY Program Service Revenue$165,880,847PYProgramServiceRevenueAmt
CY Program Service Revenue$180,965,326CYProgramServiceRevenueAmt
PY Investment Income$198,099,738PYInvestmentIncomeAmt
CY Investment Income$537,222,044CYInvestmentIncomeAmt
PY Other Revenue$3,711,279PYOtherRevenueAmt
CY Other Revenue$1,983,293CYOtherRevenueAmt
PY Total Revenue$433,011,031PYTotalRevenueAmt
CY Total Revenue$775,712,238CYTotalRevenueAmt
PY Grants And Similar Paid$85,136,120PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$87,061,636CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$174,598,124PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$190,529,574CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$12,990,975CYTotalFundraisingExpenseAmt
PY Other Expenses$159,689,913PYOtherExpensesAmt
CY Other Expenses$176,599,250CYOtherExpensesAmt
PY Total Expenses$419,424,157PYTotalExpensesAmt
CY Total Expenses$454,190,460CYTotalExpensesAmt
PY Revenues Less Expenses$13,586,874PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$321,521,778CYRevenuesLessExpensesAmt
Total Assets BOY$5,575,113,189TotalAssetsBOYAmt
Total Assets EOY$6,205,673,227TotalAssetsEOYAmt
Total Liabilities BOY$756,798,426TotalLiabilitiesBOYAmt
Total Liabilities EOY$927,657,252TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,818,314,763NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,278,015,975NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$318,531,120ExpenseAmt
Grant$85,552,813GrantAmt
Revenue$178,565,377RevenueAmt
DescHIGHER EDUCATION: UNDERGRADUATE EDUCATIONAMHERST COLLEGE IS AN UNDERGRADUATE INSTITUTION WITH AN APPROXIMATE STUDENT ENROLLMENT OF 2,000.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$31,623,985ExpenseAmt
Grant$1,508,823GrantAmt
Revenue$3,619,882RevenueAmt
DescTHE FOLGER SHAKESPEARE LIBRARY IS HOME TO A SHAKESPEARE COLLECTION, A CENTER FOR SCHOLARLY RESEARCH, A VENUE FOR PERFORMANCES, READINGS, AND EXHIBITIONS, AND A LEADER IN HUMANITIES EDUCATION.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$350,155,105TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3279IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee3592EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncYes (1)SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members23GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSTEPHEN NIGROPersonNm
Phone4135422101PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5000 CONTROLLERS OFFICEAddressLine1Txt
CityAMHERSTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01002ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (41 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
MICHAEL ELLIOTT
PRESIDENT40.000.00Yes (X)Yes (X)$697,632$0$148,610
MINDY BERMAN
TRUSTEE EFF 7/245.000.00Yes (X)$0$0$0
MARY ELIZABETH CISNEROS
TRUSTEE5.000.00Yes (X)$0$0$0
BONNIE BARSAMIAN DUNN
TRUSTEE5.000.00Yes (X)$0$0$0
NAANA FRIMPONG
TRUSTEE5.000.00Yes (X)$0$0$0
DOUGLAS GRISSOM
TRUSTEE5.000.00Yes (X)$0$0$0
JASON GROSFELD
TRUSTEE EFF 7/245.000.00Yes (X)$0$0$0
REJJI HAYES
TRUSTEE5.000.00Yes (X)$0$0$0
MATTHEW HULSIZER
TRUSTEE5.000.00Yes (X)$0$0$0
PHILLIP JACKSON
TRUSTEE5.000.00Yes (X)$0$0$0
CHANTAL KORDULA
TRUSTEE - CHAIR5.000.00Yes (X)$0$0$0
SIMON KRINSKY
TRUSTEE5.000.00Yes (X)$0$0$0
JI-YEUN LEE
TRUSTEE5.000.00Yes (X)$0$0$0
DAVID MACLENNAN
TRUSTEE5.000.00Yes (X)$0$0$0
DAVID NOVAK
TRUSTEE5.000.00Yes (X)$0$0$0
WILLIAM O'MALLEY
TRUSTEE5.000.00Yes (X)$0$0$0
DWIGHT POLER
TRUSTEE5.000.00Yes (X)$0$0$0
CHRISTINE NOYER SEAVER
TRUSTEE5.000.00Yes (X)$0$0$0
ELIZABETH SHELBURNE
TRUSTEE5.000.00Yes (X)$0$0$0
GRETCHEN SISSON
TRUSTEE5.000.00Yes (X)$0$0$0
PAUL SMITH
TRUSTEE5.000.00Yes (X)$0$0$0
SHIRLEY TILGHMAN
TRUSTEE5.000.00Yes (X)$0$0$0
KIMBERLEE WYCHE-ETHERIDGE
TRUSTEE5.000.00Yes (X)$0$0$0
LETITIA JOHNSON
CHIEF INVESTMENT OFFICER40.000.00Yes (X)$1,680,803$0$31,031
MICHAEL THOMAS
CHIEF FIN & ADMIN OFFICER40.000.00Yes (X)$504,177$0$51,331
GREGORY PRICKMAN
INT DIR-FOLGER SHAKESP. LIB 7-10/2440.000.00Yes (X)$398,945$0$86,773
STEPHEN NIGRO
CONTROLLER40.002.00Yes (X)$179,339$0$37,451
FARAH KARIM-COOPER
DIR-FOLGER SHAKESPEARE LIB EFF 10/2440.000.00Yes (X)$124,916$0$7,338
LISA RUTHERFORD
CHIEF POLICY OFFICER & GEN COUNSEL40.002.00$445,037$0$113,810Yes (X)
CATHERINE EPSTEIN
PROVOST & DEAN FACULTY END 6/2440.000.00$440,310$0$91,885Yes (X)
ELIZABETH CANNON SMITH
CHIEF ADVANCEMENT OFFICER40.002.00$423,801$0$83,381Yes (X)
MATTHEW MCGANN
DEAN OF ADMISSION & FIN AID40.000.00$361,557$0$40,548Yes (X)
ANGIE TISSI-GASSOWAY
CHIEF STUDENT AFF & DEAN STUDENTS40.000.00$291,177$0$45,599Yes (X)
MARTHA UMPHREY
PROVOST & DEAN OF FACULTY EFF 7/2440.000.00$262,073$0$70,499Yes (X)
RUTH TAYLOR-KIDD
CHIEF FINANCIAL OFFICER - FOLGER40.000.00$280,313$0$34,765Yes (X)
MICHAEL WITMORE
DIR-FOLGER SHARESPEARE LIB END 6/2440.000.00$900,650$0$17,539Yes (X)
DAWN BATES
DIRECTOR OF OPERATIONS40.000.00$475,966$0$42,954Yes (X)
JACK CHENEY
PROFESSOR OF GEOLOGY40.000.00$404,976$0$74,033Yes (X)
SHANE LEVY
INVESTMENT OFFICER40.000.00$403,593$0$31,037Yes (X)
AUSTIN SARAT
PROFESSOR OF POLI SCI & LJST40.000.00$380,408$0$48,961Yes (X)
THOMAS DWYER
ASSOCIATE CFO, FORMER INTERIM CFO40.000.00$344,179$0$78,419Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$8,999,852TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,135,964TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K417IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SHAWMUT DESIGN AND CONSTRUCTION
560 HARRISON AVENUEBOSTONMA02118CONSTRUCTION SERVICES$32,327,916
DANIEL O'CONNELL'S SONS INC
480 HAMPDEN STREET PO BOX 267HOLYOKEMA01041CONSTRUCTION SERVICES$18,914,383
SEQUOIA CAPITAL
3000 SAND HILL ROADWEST MENLO PARKCA94025INVESTMENT MANAGEMENT$4,477,280
GREENHAVEN
3 MANHATTANVILLE RD 102PURCHASENY10577INVESTMENT MANAGEMENT$2,881,844
GILBANE BUILDING COMPANY
7 JACKSON WALKWAYPROVIDENCERI02903CONSTRUCTION SERVICES$2,693,923
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K226CntrctRcvdGreaterThan100KCnt
Fundraising$454,439FundraisingAmt
Government Grants$3,708,994GovernmentGrantsAmt
All Other Contributions$51,378,142AllOtherContributionsAmt
Noncash Contributions$11,512,888NoncashContributionsAmt
Total Contributions$55,541,575TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION AND OTHER STUDENT FEES611310$139,807,423$139,807,423
HOUSING & MEALS721000$34,346,213$34,346,213
BOX OFFICE/EVENTS711130$1,788,670$1,788,670
MUSEUMS711130$1,416,955$1,416,955
SUMMER PROGRAMS611310$1,042,493$1,012,318$30,175

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,563,572TotalRevenueColumnAmt
Related Or Exempt Func Income$2,563,572RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$180,965,326TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$41,819,592TotalRevenueColumnAmt
Related Or Exempt Func Income$400,638RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,796,897UnrelatedBusinessRevenueAmt
Exclusion$39,622,057ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$623,176TotalRevenueColumnAmt
Exclusion$623,176ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,484,323RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$723,685RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$760,638RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$760,638TotalRevenueColumnAmt
Exclusion$760,638ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,070,216,223SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$574,813,771SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$495,402,452SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$495,402,452TotalRevenueColumnAmt
Unrelated Business Revenue$5,004,751UnrelatedBusinessRevenueAmt
Exclusion$490,397,701ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$65,335FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$454,439ContriRptFundraisingEventAmt
Fundraising Direct Expenses$315,326FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$249,991TotalRevenueColumnAmt
Exclusion-$249,991ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$849,470TotalRevenueColumnAmt
Related Or Exempt Func Income$849,470RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$849,470OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$775,712,238TotalRevenueColumnAmt
Related Or Exempt Func Income$182,185,259RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$6,831,823UnrelatedBusinessRevenueAmt
Exclusion$531,153,581ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$894,548TotalAmt
Program Services$894,548ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$80,791,023TotalAmt
Program Services$80,791,023ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$5,376,065TotalAmt
Program Services$5,376,065ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$7,425,099TotalAmt
Program Services$2,106,244ProgramServicesAmt
Management And General$3,986,980ManagementAndGeneralAmt
Fundraising$1,331,875FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$416,916TotalAmt
Management And General$416,916ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$137,657,248TotalAmt
Program Services$116,966,552ProgramServicesAmt
Management And General$13,591,618ManagementAndGeneralAmt
Fundraising$7,099,078FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$11,209,980TotalAmt
Program Services$9,694,837ProgramServicesAmt
Management And General$921,401ManagementAndGeneralAmt
Fundraising$593,742FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$26,026,142TotalAmt
Program Services$20,086,601ProgramServicesAmt
Management And General$4,742,738ManagementAndGeneralAmt
Fundraising$1,196,803FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,794,189TotalAmt
Program Services$6,721,822ProgramServicesAmt
Management And General$648,620ManagementAndGeneralAmt
Fundraising$423,747FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,281,255TotalAmt
Program Services$395,210ProgramServicesAmt
Management And General$886,045ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$378,270TotalAmt
Program Services$22,370ProgramServicesAmt
Management And General$355,900ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$116,720TotalAmt
Program Services$116,720ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$52,008,897TotalAmt
Management And General$52,008,897ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$16,020,247TotalAmt
Program Services$12,816,630ProgramServicesAmt
Management And General$2,535,060ManagementAndGeneralAmt
Fundraising$668,557FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,772,670TotalAmt
Program Services$1,375,141ProgramServicesAmt
Management And General$246,800ManagementAndGeneralAmt
Fundraising$150,729FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,883,717TotalAmt
Program Services$4,239,841ProgramServicesAmt
Management And General$585,185ManagementAndGeneralAmt
Fundraising$58,691FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$7,689,270TotalAmt
Program Services$5,745,638ProgramServicesAmt
Management And General$1,874,478ManagementAndGeneralAmt
Fundraising$69,154FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$72,231TotalAmt
Program Services$72,049ProgramServicesAmt
Management And General$152ManagementAndGeneralAmt
Fundraising$30FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$13,340,582TotalAmt
Program Services$11,436,136ProgramServicesAmt
Management And General$1,766,654ManagementAndGeneralAmt
Fundraising$137,792FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,183,214TotalAmt
Program Services$4,445,185ProgramServicesAmt
Management And General$366,951ManagementAndGeneralAmt
Fundraising$371,078FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,067,186TotalAmt
Program Services$597,711ProgramServicesAmt
Management And General$294,639ManagementAndGeneralAmt
Fundraising$174,836FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$19,366,977TotalAmt
Program Services$16,265,068ProgramServicesAmt
Management And General$3,008,956ManagementAndGeneralAmt
Fundraising$92,953FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$21,301,638TotalAmt
Program Services$19,944,106ProgramServicesAmt
Management And General$1,252,805ManagementAndGeneralAmt
Fundraising$104,727FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,820,284TotalAmt
Program Services$1,529,568ProgramServicesAmt
Management And General$289,551ManagementAndGeneralAmt
Fundraising$1,165FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
FOOD$7,723,504$7,307,626$366,432$49,446
EQUIPMENT AND FURNITURE$6,187,187$5,460,033$582,586$144,568
LIBRARY BOOKS/MEDIA$4,336,091$4,336,091
SPONSORED RESEARCH$3,264,117$3,264,117

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$8,785,193TotalAmt
Program Services$8,148,173ProgramServicesAmt
Management And General$315,016ManagementAndGeneralAmt
Fundraising$322,004FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$454,190,460TotalAmt
Program Services$350,155,105ProgramServicesAmt
Management And General$91,044,380ManagementAndGeneralAmt
Fundraising$12,990,975FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,744,570BOYAmt
EOY$2,369,035EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$301,956,859BOYAmt
EOY$360,784,958EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$64,691,739BOYAmt
EOY$59,028,449EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,954,221BOYAmt
EOY$3,825,241EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$48,611BOYAmt
EOY$1,767,583EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$8,812,703BOYAmt
EOY$8,812,703EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$281,822BOYAmt
EOY$254,502EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,878,510BOYAmt
EOY$3,718,826EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,278,790,042LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$387,617,108LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$783,482,790BOYAmt
EOY$891,172,934EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$453,358,376BOYAmt
EOY$482,031,593EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$3,897,217,683BOYAmt
EOY$4,285,197,747EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$614,129BOYAmt
EOY$981,991EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$56,071,176BOYAmt
EOY$105,727,665EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,575,113,189BOYAmt
EOY$6,205,673,227EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$21,506,278BOYAmt
EOY$31,250,476EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$11,111,652BOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$121,125,000BOYAmt
EOY$292,144,700EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$500,210,372BOYAmt
EOY$498,078,047EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$102,845,124BOYAmt
EOY$106,184,029EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$756,798,426BOYAmt
EOY$927,657,252EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,610,651,571BOYAmt
EOY$1,726,135,388EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,207,663,192BOYAmt
EOY$3,551,880,587EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,818,314,763BOYAmt
EOY$5,278,015,975EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,575,113,189BOYAmt
EOY$6,205,673,227EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$321,521,778ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$143,237,473NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$5,058,039OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)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$65,538,958CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$85,032,185CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$60,572,966CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,319,167CurrentTaxYearMinus1YearAmt
Current Tax Year$55,541,575CurrentTaxYearAmt
Total$332,004,851TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$65,538,958CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$85,032,185CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$60,572,966CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,319,167CurrentTaxYearMinus1YearAmt
Current Tax Year$55,541,575CurrentTaxYearAmt
Total$332,004,851TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$45,365,736SubstantialContributorsTotAmt
Public Support Total170$286,639,115PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30,892,538CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32,074,674CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$29,120,739CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,083,195CurrentTaxYearMinus1YearAmt
Current Tax Year$41,729,556CurrentTaxYearAmt
Total$145,900,702TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$1,127,789CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,288,595CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,715,844CurrentTaxYearMinus1YearAmt
Current Tax Year$2,718,578CurrentTaxYearAmt
Total$16,850,806TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$355,028CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,460,419CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,295,049CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$480,617CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$4,591,113TotalAmt
FieldValueIRS element (for citing)
Total Support$499,347,472TotalSupportAmt
Gross Receipts Rltd Activities$780,618,995GrossReceiptsRltdActivitiesAmt
Public Support CY1700.57400PublicSupportCY170Pct
Public Support PY1700.57940PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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)
Volunteers0VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$48,832DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$116,720OtherActivitiesAmt
Total Lobbying Expenditures$165,552TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION ENGAGED GOVERNMENT RELATIONS FIRMS AND MET WITH LAWMAKERS ON BEHALF OF AMHERST COLLEGE AND FOLGER SHAKESPEARE MEMORIAL LIBRARY. IN ADDITION, AMHERST COLLEGE PAYS A MEMBERSHIP FEE TO NAICU (NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES) AND THEY MAY PERFORM A LIMITED AMOUNT OF 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 Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,014,378,057BeginningYearBalanceAmt
Contributions$10,602,787ContributionsAmt
Investment Earnings Or Losses$622,245,879InvestmentEarningsOrLossesAmt
Grants Or Scholarships$41,213,143GrantsOrScholarshipsAmt
Other Expenditures$139,422,307OtherExpendituresAmt
Administrative Expenses$58,229,775AdministrativeExpensesAmt
End Year Balance$4,408,361,498EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,780,301,095BeginningYearBalanceAmt
Contributions$12,995,157ContributionsAmt
Investment Earnings Or Losses$430,808,198InvestmentEarningsOrLossesAmt
Grants Or Scholarships$38,152,452GrantsOrScholarshipsAmt
Other Expenditures$121,112,730OtherExpendituresAmt
Administrative Expenses$50,461,214AdministrativeExpensesAmt
End Year Balance$4,014,378,054EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,758,812,672BeginningYearBalanceAmt
Contributions$8,486,911ContributionsAmt
Investment Earnings Or Losses$216,326,006InvestmentEarningsOrLossesAmt
Grants Or Scholarships$35,396,642GrantsOrScholarshipsAmt
Other Expenditures$118,693,488OtherExpendituresAmt
Administrative Expenses$49,234,364AdministrativeExpensesAmt
End Year Balance$3,780,301,095EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,300,531,130BeginningYearBalanceAmt
Contributions$27,637,614ContributionsAmt
Investment Earnings Or Losses-$366,559,937InvestmentEarningsOrLossesAmt
Grants Or Scholarships$31,438,697GrantsOrScholarshipsAmt
Other Expenditures$123,858,319OtherExpendituresAmt
Administrative Expenses$47,499,119AdministrativeExpensesAmt
End Year Balance$3,758,812,672EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,920,494,006BeginningYearBalanceAmt
Contributions$22,710,434ContributionsAmt
Investment Earnings Or Losses$1,558,216,605InvestmentEarningsOrLossesAmt
Grants Or Scholarships$29,170,697GrantsOrScholarshipsAmt
Other Expenditures$107,047,350OtherExpendituresAmt
Administrative Expenses$64,671,868AdministrativeExpensesAmt
End Year Balance$4,300,531,130EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.25650BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.74350PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,507,028OtherCostOrOtherBasisAmt
Book Value$8,507,028BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,118,940,877OtherCostOrOtherBasisAmt
Depreciation$265,884,682DepreciationAmt
Book Value$853,056,195BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$117,176,922OtherCostOrOtherBasisAmt
Depreciation$94,044,998DepreciationAmt
Book Value$23,131,924BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$34,165,215OtherCostOrOtherBasisAmt
Depreciation$27,687,428DepreciationAmt
Book Value$6,477,787BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$891,172,934TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
FIXED INCOME$64,009,900F
PRIVATE EQUITIES$2,185,593,022F
ABSOLUTE RETURN$759,944,832F
R.ESTATE/NATURAL RES.$109,173,138F
OTHER SECURITIES$1,509,889F
PUBLIC EQUITIES$1,164,966,966F
FieldValueIRS element (for citing)
Total Book Value Securities$4,285,197,747TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
LIAB. FOR LIFE INCOME OBLIGATION$31,101,733
POST RET. BENEFIT OBLIGATION$58,781,500
OTHER LIABILITIES$16,300,796
FieldValueIRS element (for citing)
Total Liability$106,184,029TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4:THE TRUSTEES OF AMHERST COLLEGE DOES NOT CAPITALIZE GIFTS IN KIND OF ART, HISTORICAL TREASURES OR OTHER SIMILAR ASSETS HELD FOR PUBLIC EXHIBITION, ETC. THE FOLGER SHAKESPEARE MEMORIAL LIBRARY (THE LIBRARY), DOES CAPITALIZE PURCHASES TO ITS COLLECTION WHICH IS RECORDED AT COST. THE FOLGER SHAKESPEARE MEMORIAL LIBRARY HOLDS THE LARGEST AND MOST COMPLETE COLLECTION OF SHAKESPEAREANA IN THE WORLD AND THE LARGEST COLLECTION OF ENGLISH PRINTED BOOKS FROM 1475 TO 1640 OUTSIDE OF ENGLAND, AS WELL AS EXTENSIVE CONTINENTAL RENAISSANCE HOLDINGS. THE COLLECTION INCLUDES BOOKS, MANUSCRIPTS, DOCUMENTS, PAINTINGS, ILLUSTRATIONS, TAPESTRIES, FURNISHINGS, MUSICAL INSTRUMENTS, SCORES, AND CURIOS FROM THE RENAISSANCE AND THEATER HISTORY. THE EMILY DICKINSON MUSEUM CONSISTS OF TWO HISTORIC HOUSES AND THEIR CONTENTS, IN THE CENTER OF AMHERST, MASSACHUSETTS, CLOSELY ASSOCIATED WITH THE POET EMILY DICKINSON AND MEMBERS OF HER FAMILY DURING THE NINETEENTH CENTURIES. THE MEAD ART MUSEUM CREATES INNOVATIVE AND RIGOROUS EXHIBITIONS FROM ITS DIVERSE COLLECTION OF OVER 20,000 WORKS INCLUDING AMERICAN ART, RUSSIAN MODERNIST ART, EUROPEAN OLD MASTERS, AFRICAN ART, JAPANESE ART, 19TH AND 20TH CENTURY PHOTOGRAPHY, MASTER AND MODERN PRINTS AND DRAWINGS, AND AN INTERNATIONAL COLLECTION OF CONTEMPORARY ART. OVER 150 AMHERST COLLEGE CLASSES VISIT THE MEAD'S TWO STUDY ROOMS ANNUALLY TO LEARN FROM ORIGINAL WORKS OF ART. THE BENESKI MUSEUM OF NATURAL HISTORY HOUSES RESEARCH COLLECTIONS OF VERTEBRATE AND INVERTEBRATE PALEONTOLOGY, MINERALS, ANTHROPOLOGY AND MODERN VERTEBRATES, AS WELL AS NUMEROUS EXHIBITS WHICH ILLUSTRATE THE EVOLUTION AND ECOLOGY OF MAJOR GROUPS OF ANIMALS. THE COLLEGE AND THE LIBRARY MAINTAIN POLICIES AND PROCEDURES ADDRESSING THE COLLECTIONS' UPKEEP AS WELL AS OTHER ASPECTS OF THEIR MANAGEMENT, INCLUDING ACCESSION AND DEACCESSION POLICIES.
PART V, LINE 4:THE MISSION OF THE TRUSTEES OF AMHERST COLLEGE'S ENDOWMENT IS TO PROVIDE FINANCIAL SUPPORT IN ORDER THAT THE COLLEGE MAY PROVIDE A QUALITY EDUCATION TO ALL ADMITTED STUDENTS AS ARTICULATED IN THE MISSION STATEMENT OF AMHERST COLLEGE. THE ENDOWMENT IS MANAGED FOR THE PURPOSE OF ENSURING THE CURRENT AND FUTURE SPENDING REQUIREMENTS ARE SUPPORTED, WHILE ALSO PRESERVING THE ENDOWMENT FUND IN PERPETUITY. THE ENDOWMENT FUNDED A SUBSTANTIAL PORTION OF OPERATING REVENUE IN THIS TAX YEAR. THE ENDOWMENT DISTRIBUTION IS USED FOR SUCH PURPOSES AS FINANCIAL AID, NAMED PROFESSORSHIPS, FACULTY AND STUDENT RESEARCH, ACADEMIC SUPPORT, SCIENTIFIC EQUIPMENT, ATHLETICS, INTERNSHIPS, AND FELLOWSHIPS/PRIZES.
PART X, LINE 2:THE INSTITUTION IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. MANAGEMENT PERFORMS AN ANNUAL REVIEW FOR UNCERTAIN TAX POSITIONS ALONG WITH ANY RELATED INTEREST AND PENALTIES. MANAGEMENT BELEIVES THAT THE INSTITUTION HAS NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL ADVERSE EFFECT, INDIVIDUALLY OR IN THE AGGREGATE, UPON THE INSTITUTION'S BALANCE SHEET OR THE RELATED STATEMENT OF ACTIVITIES OR CASH FLOWS.
PART V, LINE 2AMHERST 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, AMHERST 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 E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE TRUSTEES OF AMHERST COLLEGE PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY ON ITS PUBLICLY ACCESSIBLE HOME WEBPAGE AT ALL TIMES DURING THE YEAR.
SCHEDULE E, PART I, LINE 6THE TRUSTEES OF AMHERST COLLEGE RECEIVES FEDERAL GRANTS FOR RESEARCH, ETC. AND IS A PASS THROUGH ENTITY FOR CERTAIN FEDERAL AND STATE FINANCIAL AID.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (24 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
NORTH AMERICA (CANADA AND MEXICO)00PROGRAM SERVICESRELATED EXPENSES$99,464
CENTRAL AMERICA AND CARIBBEAN00PROGRAM SERVICESRELATED EXPENSES$163,172
EAST ASIA AND PACIFIC00PROGRAM SERVICESRELATED EXPENSES$506,410
EUROPE (INCLUDING ICELAND AND GREENLAND)00PROGRAM SERVICESRELATED EXPENSES$2,851,994
MIDDLE EAST AND NORTH AFRICIA00PROGRAM SERVICESRELATED EXPENSES$34,042
RUSSIA AND NEIGHBORING STATES00PROGRAM SERVICESRELATED EXPENSES$9,699
SUB-SAHARAN AFRICA00PROGRAM SERVICESRELATED EXPENSES$69,286
SOUTH AMERICA00PROGRAM SERVICESRELATED EXPENSES$156,851
SOUTH ASIA00PROGRAM SERVICESRELATED EXPENSES$23,848
NORTH AMERICA (CANADA AND MEXICO)00GRANTS TO RECIPIENTS IN THE REGION$29,525
CENTRAL AMERICA AND CARIBBEAN00GRANTS TO RECIPIENTS IN THE REGION$105,936
EAST ASIA AND PACIFIC00GRANTS TO RECIPIENTS IN THE REGION$808,261
EUROPE (INCLUDING ICELAND AND GREENLAND)00GRANTS TO RECIPIENTS IN THE REGION$3,976,079
MIDDLE EAST AND NORTH AFRICIA00GRANTS TO RECIPIENTS IN THE REGION$21,213
RUSSIA AND NEIGHBORING STATES00GRANTS TO RECIPIENTS IN THE REGION$15,603
SUB-SAHARAN AFRICA00GRANTS TO RECIPIENTS IN THE REGION$230,652
SOUTH AMERICA00GRANTS TO RECIPIENTS IN THE REGION$148,706
SOUTH ASIA00GRANTS TO RECIPIENTS IN THE REGION$34,090
CENTRAL AMERICA AND CARIBBEAN00INVESTMENTS$2,082,207,235
SUB-SAHARAN AFRICA00INVESTMENTS$59,910,548
EUROPE (INCLUDING ICELAND AND GREENLAND)00INVESTMENTS$65,688,192
CENTRAL AMERICA AND CARIBBEAN00INVESTMENT MANAGEMENT FEES$18,322,982
SUB-SAHARAN AFRICA00INVESTMENT MANAGEMENT FEES$818,526
EUROPE (INCLUDING ICELAND AND GREENLAND)00INVESTMENT MANAGEMENT FEES$750,899
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$3,890,918SubtotalSpentAmt
Continuation Spent$2,233,092,295ContinuationSpentAmt
Total Spent$2,236,983,213TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionEUROPE (INCLUDING ICELAND AND GREENLAND)RegionTxt
Purpose Of GrantGENERAL SUPPORTPurposeOfGrantTxt
Cash Grant$6,000CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
EDUCATIONAL AWARDSNORTH AMERICA10$29,525EFT
EDUCATIONAL AWARDSCENTRAL AMERICA AND THE CARIBBEAN11$105,936EFT
EDUCATIONAL AWARDSEAST ASIA AND THE PACIFIC42$808,261EFT
EDUCATIONAL AWARDSEUROPE (INCLUDING ICELAND & GREENLAND)127$3,976,079EFT
EDUCATIONAL AWARDSMIDDLE EAST AND NORTH AFRICA4$21,213EFT
EDUCATIONAL AWARDSRUSSIA AND NEIGHBORING STATES3$15,603EFT
EDUCATIONAL AWARDSSUB-SAHARAN AFRICA19$230,652EFT
EDUCATIONAL AWARDSSOUTH AMERICA14$148,706EFT
EDUCATIONAL AWARDSSOUTH ASIA7$34,090EFT
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS INCLUDING FINANCIAL AID AND OTHER ASSISTANCE ARE APPLIED DIRECTLY AS A CREDIT TO STUDENT'S ACCOUNTS.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FOLGER GALAEvent1Nm
Gross Receipts Event1$491,224GrossReceiptsEvent1Amt
Charitable Contri Event1$431,139CharitableContriEvent1Amt
Gross Revenue Event1$60,085GrossRevenueEvent1Amt
Food And Beverage Event1$121,051FoodAndBeverageEvent1Amt
Entertainment Event1$95,270EntertainmentEvent1Amt
Other Direct Expenses Event1$77,528OtherDirectExpensesEvent1Amt
Event2FOOTBALL GOLF OUTINGEvent2Nm
Gross Receipts Event2$28,550GrossReceiptsEvent2Amt
Charitable Contri Event2$23,300CharitableContriEvent2Amt
Gross Revenue Event2$5,250GrossRevenueEvent2Amt
Food And Beverage Event2$16,362FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$5,115OtherDirectExpensesEvent2Amt
Gross Receipts Total$519,774GrossReceiptsTotalAmt
Charitable Contributions Tot$454,439CharitableContributionsTotAmt
Gross Revenue Total Events$65,335GrossRevenueTotalEventsAmt
Food And Beverage Total Events$137,413FoodAndBeverageTotalEventsAmt
Entertainment Total Events$95,270EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$82,643OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$315,326DirectExpenseSummaryEventsAmt
Net Income Summary-$249,991NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
AMHERST AREA CHAMBER OF COMMERCE
35 S PLEASANT STAMHERSTMA01002042388764501(C)(6)$11,750$0GENERAL SUPPORT
AMHERST BUSINESS IMPROVEMENT DISTRICT INC
35 S PLEASANT STAMHERSTMA01002455423811501(C)(6)$32,000$0GENERAL SUPPORT
AMHERST GOLF CLUB INC
PO BOX 874AMHERSTMA01004041031700501(C)(7)$55,000$0GENERAL SUPPORT
AMHERST PUBLIC SCHOOLS
170 CHESTNUT STREETAMHERSTMA01002046006213TOWN OF AMHERST$100,000$0GENERAL SUPPORT
COOLEY DICKINSON HOSPITAL INC
30 LOCUST STREETNORTHAMPTONMA01060222617175501(C)(3)$50,000$0GENERAL SUPPORT
THE DOWNTOWN AMHERST FOUNDATION INC
35 S PLEASANT STAMHERSTMA01002843052133501(C)(3)$25,000$0GENERAL SUPPORT
FRIENDS OF THE JONES LIBRARY SYSTEM INC
43 AMNITY STREETAMHERSTMA01002043518347501(C)(3)$250,000$0GENERAL SUPPORT
TOWN OF AMHERST
4 BOLTWOOD AVENUEAMHERSTMA01002046001068TOWN OF AMHERST$225,000$0GENERAL SUPPORT
NEW ENGLAND PUBLIC MEDIA
44 HAMPDEN STREETSPRINGFIELDMA01003046103523501(C)(3)$11,543$0GENERAL SUPPORT
MASSACHUSETTS EMERGENCY MANAGEMENT AGENCY
400 WORCESTER ROADFRAMINGHAMMA017025399046002284STATE OF MA$0$71,900GENERAL SUPPORTFMVCASES OF WATER
WOODSIDE CHILDREN'S CENTER
156 WOODSIDE AVEAMHERSTMA01002042888548501(C)(3)$35,225$0GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org11Total501c3OrgCnt
Total Other Org3TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
UNDERGRADUATE AMHERST COLLEGE SCHOLARSHIPS1069$76,154,898
UNDERGRADUATE RESEARCH AND INTERNSHIPS658$1,626,651
FOLGER ENDOWED FELLOWSHIPS130$1,370,334
GRADUATE FELLOWSHIPS154$1,338,322
UNDERGRADUATE PRIZES215$289,558
GRADUATE PRIZES5$11,260

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationUNDERGRADUATE SCHOLARSHIPS ARE APPLIED DIRECTLY AS CREDITS TO STUDENTS' ACCOUNTS. FUNDING FOR OTHER ASSISTANCE IS DISTRIBUTED IN ACCORDANCE WITH THE TERMS OF THE RESPECTIVE AGREEMENTS FOR PRIZES, FELLOWSHIPS, AND RESEARCH AWARDS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 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
LETITIA JOHNSON
CHIEF INVESTMENT OFFICER$600,000$0$1,080,000$0$803$0$28,145$0$2,886$0$1,711,834$0$0$0
MICHAEL WITMORE
DIR-FOLGER SHARESPEARE LIB END 6/24$311,427$0$200,000$0$389,223$0$0$0$17,539$0$918,189$0$0$0
MICHAEL ELLIOTT
PRESIDENT$692,098$0$0$0$5,534$0$82,633$0$65,977$0$846,242$0$0$0
LISA RUTHERFORD
CHIEF POLICY OFFICER & GEN COUNSEL$442,199$0$0$0$2,838$0$68,875$0$44,935$0$558,847$0$0$0
MICHAEL THOMAS
CHIEF FIN & ADMIN OFFICER$502,659$0$0$0$1,518$0$38,931$0$12,400$0$555,508$0$0$0
CATHERINE EPSTEIN
PROVOST & DEAN FACULTY END 6/24$435,954$0$0$0$4,356$0$38,794$0$53,091$0$532,195$0$0$0
DAWN BATES
DIRECTOR OF OPERATIONS$233,110$0$242,000$0$856$0$15,305$0$27,649$0$518,920$0$0$0
ELIZABETH CANNON SMITH
CHIEF ADVANCEMENT OFFICER$419,445$0$0$0$4,356$0$34,386$0$48,995$0$507,182$0$0$0
GREGORY PRICKMAN
INT DIR-FOLGER SHAKESP. LIB 7-10/24$388,468$0$4,000$0$6,477$0$46,721$0$40,052$0$485,718$0$0$0
JACK CHENEY
PROFESSOR OF GEOLOGY$401,449$0$0$0$3,527$0$47,203$0$26,830$0$479,009$0$0$0
SHANE LEVY
INVESTMENT OFFICER$228,310$0$175,000$0$283$0$19,085$0$11,952$0$434,630$0$0$0
AUSTIN SARAT
PROFESSOR OF POLI SCI & LJST$371,349$0$0$0$9,059$0$33,425$0$15,536$0$429,369$0$0$0
THOMAS DWYER
ASSOCIATE CFO, FORMER INTERIM CFO$342,867$0$0$0$1,312$0$38,498$0$39,921$0$422,598$0$0$0
MATTHEW MCGANN
DEAN OF ADMISSION & FIN AID$360,672$0$0$0$885$0$38,585$0$1,963$0$402,105$0$0$0
ANGIE TISSI-GASSOWAY
CHIEF STUDENT AFF & DEAN STUDENTS$290,477$0$0$0$700$0$33,214$0$12,385$0$336,776$0$0$0
MARTHA UMPHREY
PROVOST & DEAN OF FACULTY EFF 7/24$259,313$0$0$0$2,760$0$30,018$0$40,481$0$332,572$0$0$0
RUTH TAYLOR-KIDD
CHIEF FINANCIAL OFFICER - FOLGER$274,430$0$4,000$0$1,883$0$31,311$0$3,454$0$315,078$0$0$0
STEPHEN NIGRO
CONTROLLER$178,214$0$0$0$1,125$0$19,531$0$17,920$0$216,790$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ATHE PRESIDENT IS REQUIRED TO MAINTAIN A PERSONAL RESIDENCE ON CAMPUS AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE EMPLOYER. CERTAIN PERSONAL SERVICES ARE PROVIDED TO MAINTAIN THESE RESIDENCES. THE PRESIDENT'S NONTAXABLE HOUSING IS REPORTED IN PART II, COLUMN D. AMHERST PROVIDES FACULTY HOUSING AT BELOW MARKET RENTS FOR THE CONVENIENCE OF THE EMPLOYER. FACULTY ARE NOT REQUIRED TO LIVE ON CAMPUS. THE PROFESSOR OF POLITICAL SCIENCE & LAW, JURISPRUDENCE, AND SOCIAL THOUGHT HAS TAXABLE HOUSING REPORTED IN PART II, COLUMN B(III). IN ACCORDANCE WITH AMHERST'S TRAVEL POLICY, FIRST CLASS AIR TRAVEL IS PERMITTED FOR A BONA FIDE BUSINESS PURPOSE FOR THE PRESIDENT AND STAFF. IT IS THE COLLEGE'S POLICY TO GROSS UP CERTAIN BENEFITS FOR TAX PURPOSES.
PART I, LINE 4ALINE 4A: THE DIRECTOR OF FOLGER SHAKESPEARE LIBRARY (THROUGH JUNE 2024) RECEIVED SEVERANCE COMPENSATION OF $314,847 IN CALENDAR YEAR 2024 AS INCLUDED IN PART II, COLUMN B(III).
PART I, LINE 7TO RECRUIT AND RETAIN QUALIFIED TALENT, THE INSTITUTION PERIODICALLY USES INCENTIVE COMPENSATION. THESE AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B(II).

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MHEFA SERIES H
A04245601157585K4R62003-06-26$50,000,000CONSTRUCTION000
MHEFA SERIES I
B04245601157586CGZ22005-06-30$29,700,000REFUND PRIOR SERIES G000
MHEFA SERIES J
C04245601157586CHA62005-06-30$50,000,000CONSTRUCTION000
MHEFA SERIES K-2
D04245601157586EDK42009-01-15$50,520,000CONSTRUCTION000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndOther Spent ProceedsOtherSpentProceedsAmt
A$25,575,000$50,749,858$400,000$50,349,858200500Yes (1)Yes (1)
B$20,220,000$29,700,000$281,71720050Yes (1)Yes (1)Yes (1)$29,418,283
C$8,130,000$50,442,362$327,888$50,114,474200700Yes (1)Yes (1)
D$7,310,000$50,646,531$518,634$50,127,897201100Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A00000.000000.000800.0008000Yes (1)
B00000.000000.000000.0000000Yes (1)
C00000.000000.000200.0002000Yes (1)
D00000.000000.004800.0048000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedInd
(no name)
A00Yes (1)00000Yes (1)
BOA MERRILL LYNCH
B00Yes (1)0Yes (1)Yes (1)00Yes (1)3.3900000000000Yes (1)
BOA MERRILL LYNCH
C00Yes (1)0Yes (1)Yes (1)00Yes (1)10.4900000000000Yes (1)
(no name)
D000Yes (1)0000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE K, PART I, BOND B, COLUMN (F):THE PURPOSE OF THE ISSUE IS TO REFUND THE SERIES G ISSUE DATED 05/05/1998.
SCHEDULE K, PART II, LINE 3 COLUMN ATHE TOTAL PROCEEDS OF THE ISSUE DIFFERS FROM THE ISSUE PRICE DUE TO INVESTMENT EARNINGS ON BOND PROCEEDS IN THE AMOUNT OF $749,858
SCHEDULE K, PART II, LINE 3 COLUMN C:THE TOTAL PROCEEDS OF THE ISSUE DIFFERS FROM THE ISSUE PRICE DUE TO INVESTMENT EARNINGS ON BOND PROCEEDS IN THE AMOUNT OF $442,362
SCHEDULE K, PART II, LINE 3 COLUMN D:THE TOTAL PROCEEDS OF THE ISSUE DIFFERS FROM THE ISSUE PRICE DUE TO INVESTMENT EARNINGS ON BOND PROCEEDS IN THE AMOUNT OF $126,531
SCHEDULE K, PART II, LINE 3 COLUMN ATHE TOTAL PROCEEDS OF THE ISSUE DIFFERS FROM THE ISSUE PRICE DUE TO INVESTMENT EARNINGS ON BOND PROCEEDS IN THE AMOUNT OF $43,376.
SCHEDULE K, PART IV LINE 2B COLUMN A,B,C:ALL BOND PROCEEDS WERE SPENT IN ACCORDANCE WITH THE IRS PRESCRIBED BENCHMARKS. THERE IS NO ARBITRAGE REBATE CALCULATION REQUIRED.
SCHEDULE K, PART IV LINE 2C COLUMN D:THE MOST RECENT REQUIRED REBATE COMPUTATION WAS PERFORMED ON 02/21/2024 FOR REISSUANCE IN BANK PURCHASE MODE.
SCHEDULE K, PART IV, LINE 3, COLUMN B&C:IN APRIL OF 2024 THE SERIES 2005 I, J1, AND J2 WERE REMARKETED AS FIXED RATE ISSUES.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1MHEFA SERIES 2025ABusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN043431914BondIssuerEIN
CUSIP57585BKD9CUSIPNum
Bond Issued2025-05-15BondIssuedDt
Issue Price$167,376,000IssuePriceAmt
PurposeVARIOUS CAPITAL PROJECTSPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Total Proceeds$167,419,376TotalProceedsAmt
Issuance Costs From Proceeds$1,111,443IssuanceCostsFromProceedsAmt
Capital Expenditures$120,431,862CapitalExpendituresAmt
Unspent$45,876,071UnspentAmt
Refunding Tax Exempt Bonds0RefundingTaxExemptBondsInd
Refunding Taxable Bonds0RefundingTaxableBondsInd
Final Allocation Made0FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop0MgmtContractBondFincdPropInd
Any Research Agreements0AnyResearchAgreementsInd
Private Bus Use By Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00000PrivateBusConcerningUBIPct
Total Private Business Use0.00000TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (1)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due YetYes (1)RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
No Rebate Due0NoRebateDueInd
Variable Rate IssueYes (1)VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (1)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
M THOMAS
OFFICERMORTGAGEYes (X)$50,000$43,0550Yes (1)Yes (1)
F KARIM-COOPER
OFFICERMORTGAGEYes (X)$1,784,000$1,724,5280Yes (1)Yes (1)
FieldValueIRS element (for citing)
Total Balance Due$1,767,583TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MFN PARTNERS MANAGEMENT LPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship Description35% ENTITY-TRUSTEERelationshipDescriptionTxt
Transaction$939,400TransactionAmt
TransactionINVESTMENT MANAGEMENT FEETransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCH L, PART IV, LINE 1:FormAndLineReferenceDesc
ExplanationTHE COLLEGE'S INVESTMENT IN MFN PARTNERS, LP PRECEDES THE RELEVANT TRUSTEE'S COLLEGE BOARD SERVICE. ALL INVESTMENT DECISIONS OF THE COLLEGE ARE REVIEWED BY THE COLLEGE'S INVESTMENT COMMITTEE, AN INDEPENDENT COMMITTEE OF THE BOARD OF TRUSTEES. THE RELEVANT TRUSTEE IS NOT A MEMBER OF THE INVESTMENT COMMITTEE.ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesN/AMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesN/AMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesN/AMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution129ContributionCnt
Noncash Contributions Rpt F990$11,512,888NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesN/AMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received17Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, COLUMN (B):THE NUMBERS REPORTED IN PART I, COLUMN B REPRESENT THE NUMBER OF CONTRIBUTIONS.
SCH M, PART I - TYPES OF PROPERTY:ZERO AMOUNTS IN COLUMN (C) REPRESENT CONTRIBUTIONS OF PROPERTY THAT THE ORGANIZATION HAS ELECTED UNDER NOT TO REPORT IN ITS REVENUE STATEMENT UNDER FASB 958.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1 AND PART III, LINE 1AMHERST COLLEGE EDUCATES STUDENTS OF EXCEPTIONAL POTENTIAL FROM ALL BACKGROUNDS SO THAT THEY MAY SEEK VALUE AND ADVANCE KNOWLEDGE, ENGAGE THE WORLD AROUND THEM, AND LEAD PRINCIPLED LIVES OF CONSEQUENCE. AMHERST BRINGS TOGETHER THE MOST PROMISING STUDENTS, WHATEVER THEIR FINANCIAL NEED, IN ORDER TO PROMOTE DIVERSITY OF EXPERIENCE AND IDEAS WITHIN A PURPOSEFULLY SMALL RESIDENTIAL COMMUNITY. WORKING WITH FACULTY, STAFF AND ADMINISTRATORS DEDICATED TO INTELLECTUAL FREEDOM AND THE HIGHEST STANDARDS OF INSTRUCTION IN THE LIBERAL ARTS, AMHERST UNDERGRADUATES ASSUME SUBSTANTIAL RESPONSIBILITY FOR UNDERTAKING INQUIRY AND FOR SHAPING THEIR EDUCATION WITHIN AND BEYOND THE CURRICULUM. AMHERST COLLEGE IS COMMITTED TO LEARNING THROUGH CLOSE COLLOQUY AND TO EXPANDING THE REALM OF KNOWLEDGE THROUGH SCHOLARLY RESEARCH AND ARTISTIC CREATION AT THE HIGHEST LEVEL. ITS GRADUATES LINK LEARNING WITH LEADERSHIP - IN SERVICE TO THE COLLEGE, TO THEIR COMMUNITIES, AND TO THE WORLD BEYOND.
FORM 990, PART VI, SECTION A, LINE 2STEPHEN NIGRO, BETSY CANNON SMITH, AND LISA RUTHERFORD ARE OFFICERS OF AMHERST INN COMPANY.
FORM 990, PART VI, SECTION B, LINE 11BTHE TRUSTEES OF AMHERST COLLEGE MEMBERS OF THE BOARD OF TRUSTEES WERE PROVIDED A FULL COPY OF FORM 990 PRIOR TO FILING, WITH THE EXCEPTION OF SCHEDULE B IN ORDER TO RESPECT THE WISHES OF THE DONORS THAT GAVE GIFTS WITH THE ASSUMPTION OF REMAINING ANONYMOUS. THE REVIEW OF SCHEDULE B WAS CONDUCTED BY THE AUDIT COMMITTEE, CHAIRMAN OF THE BOARD OF TRUSTEES AND THE PRESIDENT OF THE COLLEGE.
FORM 990, PART VI, SECTION B, LINE 12CALL INDIVIDUALS COVERED BY THE POLICY COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT WITH THE SECRETARY OF THE BOARD OF TRUSTEES (THE "SECRETARY") ANNUALLY. THE SECRETARY ACCUMULATES ALL DISCLOSURE STATEMENTS AND FURNISHES A SUMMARY TO THE CONFLICT OF INTEREST REVIEW COMMITTEE. IN ALL INSTANCES WHERE THE CONFLICT OF INTEREST REVIEW COMMITTEE DETERMINES THAT A CONFLICT OF INTEREST DOES EXIST, SUCH CONFLICTS, AND THEIR REMEDY, ARE DISCLOSED TO THE BOARD OF TRUSTEES AT THE NEXT MEETING. THE CONFLICT OF INTEREST COMMITTEE REPORTS TO THE BOARD AT LEAST ANNUALLY. FORM 990, PART VI, LINE 14: THE COLLEGE HAS A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY THAT WAS APPROVED BY THE COLLEGE'S SENIOR MANAGEMENT. APPROVAL OF THIS POLICY IS NOT REQUIRED AT THE FULL BOARD OF TRUSTEES LEVEL.
FORM 990, PART VI, SECTION B, LINE 15FORM 990, PART VI, SECTION B, LINE 15A: THE COLLEGE PARTICIPATED IN AN ANNUAL SURVEY OF COMPARABLE INSTITUTIONS WHICH COMPARED HISTORIC SALARIES AND DESIGNATED BENEFITS FOR THE CHIEF EXECUTIVE OFFICER. THE BOARD OF TRUSTEES DELEGATED TO AN AD HOC COMMITTEE ON COMPENSATION, CONSISTING OF INDEPENDENT TRUSTEES, AUTHORITY TO DETERMINE AND APPROVE THE COMPENSATION OF THE PRESIDENT. AS PROVIDED IN THE COMPENSATION POLICY FOR DESIGNATED INDIVIDUALS, THE COMMITTEE ON COMPENSATION REVIEWED THE RELEVANT SURVEY INFORMATION, CONDUCTED AN ANNUAL EVALUATION OF THE PRESIDENT, DETERMINED AND APPROVED THE PRESIDENT'S COMPENSATION AND CONTEMPORANEOUSLY DOCUMENTED ITS DECISION. THE COMMITTEE ON COMPENSATION SHARED ITS FINDINGS AND COMPENSATION DECISION WITH THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15B: THE COLLEGE PARTICIPATED IN AN ANNUAL SURVEY OF COMPARABLE INSTITUTIONS WHICH COMPARED HISTORIC SALARIES AND DESIGNATED BENEFITS FOR OTHER OFFICERS AND KEY EMPLOYEES. THE COLLEGE'S PRESIDENT REVIEWED WITH THE BOARD OF TRUSTEES THE RELEVANT SURVEY INFORMATION AS WELL AS SENIOR STAFF PERFORMANCE EVALUATIONS AND DISCUSSED ANNUAL SALARY ADJUSTMENTS. THE BOARD OF TRUSTEES DELEGATED TO AN AD HOC COMMITTEE ON COMPENSATION, CONSISTING OF INDEPENDENT TRUSTEES, AUTHORITY TO DETERMINE AND APPROVE THE COMPENSATION. AS PROVIDED IN THE COMPENSATION POLICY FOR DESIGNATED INDIVIDUALS, THE COMMITTEE ON COMPENSATION REVIEWED THE RELEVANT SURVEY INFORMATION, CONDUCTED AN ANNUAL EVALUATION OF THE OFFICERS AND KEY EMPLOYEES, DETERMINED AND APPROVED THE COMPENSATION AND CONTEMPORANEOUSLY DOCUMENTED ITS DECISION. THE COMMITTEE ON COMPENSATION SHARED ITS FINDINGS AND COMPENSATION DECISION WITH THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19THE TRUSTEES OF AMHERST COLLEGE MAKES ITS ANNUAL FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE ON ITS WEBSITE.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF LIFE INCOME FUNDS -4,086,829. CHANGE IN POST-RETIREMENT BENEFIT OBLIGATION 530,695. CHANGE IN RELATED ORGANIZATION EXPENSES -1,501,905.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1COLLEGIATE CATALYST FUND LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11154 ROUTE 30AddressLine1Txt
CityTOWNSHENDCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05353ZIPCd
FieldValueIRS element (for citing)
EIN043793835EIN
Primary ActivitiesCAPTIVE INSURANCEPrimaryActivitiesTxt
Legal Domicile StateVTLegalDomicileStateCd
Total Income$263,336TotalIncomeAmt
End Of Year Assets$2,316,878EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1AMHERST COLLEGE TRUSTEESBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
AMHERST COLLEGE FOUNDATION TRUST
JPM SVCS INC PO BOX 6089NEWARKDE19714516522862SUPPORTNY501(C)(3)PFAMHERST COLLEGE TRUSTEESYes (1)
AC HARRY ELWIN HARKNESS CLASS OF 1898
PNC BANK NA 620 LIBERTY AVEPITTSBURGHPA15222222891327SUPPORTPA501(C)(3)PFAMHERST COLLEGE TRUSTEESYes (1)
ASSOCIATED KYOTO PROGRAM INC
POMONA COLLEGE MASON HALL 236 550 NCLAREMONTCA91711042996114SUPPORTMA501(C)(3)12 III-FI0N/A
WOODSIDE CHILDREN'S CENTER
155 WOODSIDE AVENUEAMHERSTMA01002042888548CHILD CAREMA501(C)(3)12 III-OAMHERST COLLEGE TRUSTEESYes (1)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
AMHERST INN COMPANY - DE
AMHERST COLLEGE 155 SOUTH PLEASANTAMHERSTMA01002272334296HOSPITALITYDEAMHERST COLLEGE TRUSTEESC$7,212,446$18,637,7181.00000Yes (1)
CHARITABLE UNITRUSTS - CA (4)
PO BOX 5000AMHERSTMA01002CHARITABLE TRUSTCATYes (1)N/A
CHARITABLE UNITRUSTS - CT (3)
PO BOX 5000AMHERSTMA01002CHARITABLE TRUSTCTTYes (1)N/A
CHARITABLE UNITRUSTS - FL (3)
PO BOX 5000AMHERSTMA01002CHARITABLE TRUSTFLTYes (1)N/A
CHARITABLE UNITRUSTS - GA (1)
PO BOX 5000AMHERSTMA01002CHARITABLE TRUSTGATYes (1)N/A
CHARITABLE UNITRUSTS - MA (102)
PO BOX 5000AMHERSTMA01002CHARITABLE TRUSTMATYes (1)N/A
CHARITABLE UNITRUSTS - NC (1)
PO BOX 5000AMHERSTMA01002CHARITABLE TRUSTNCTYes (1)N/A
CHARITABLE UNITRUSTS - NJ (2)
PO BOX 5000AMHERSTMA01002CHARITABLE TRUSTNJTYes (1)N/A
CHARITABLE UNITRUSTS - NY (1)
PO BOX 5000AMHERSTMA01002CHARITABLE TRUSTNYTYes (1)N/A
CHARITABLE UNITRUSTS - OH (2)
PO BOX 5000AMHERSTMA01002CHARITABLE TRUSTOHTYes (1)N/A
CHARITABLE UNITRUSTS - PA (2)
PO BOX 5000AMHERSTMA01002CHARITABLE TRUSTPATYes (1)N/A
CHARITABLE UNITRUSTS - TX (1)
PO BOX 5000AMHERSTMA01002CHARITABLE TRUSTTXTYes (1)N/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (6 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
AMHERST INN COMPANY - DE
A$141,850CASH
AMHERST INN COMPANY - DE
B$1,550,778CASH
WOODSIDE CHILDREN'S CENTER
B$47,224CASH
AMHERST COLLEGE FOUNDATION TRUST
C$943,607CASH
AC HARRY ELWIN HARKNESS CLASS OF 1898
C$66,248CASH
CHARITABLE UNITRUST
S$1,102,808CASH