TRUSTEES OF DARTMOUTH COLLEGE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF DARTMOUTH COLLEGE (EIN 02-0222111)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202441359349306269
- Schema version
- 2022v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T12:05:22+00:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020222111 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Trustees of Dartmouth College | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 6036463011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 Lebanon Street Suite 302 6015 | AddressLine1Txt |
| City | Hanover | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03755 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dianne J Ingalls | PersonNm |
| Person Title | VP Finance and Controller | PersonTitleTxt |
| Phone | 6036463001 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Dianne | PersonFirstNm |
| Person Last | ingalls | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sian Beilock | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 Lebanon Street Suite 302 6015 | AddressLine1Txt |
| City | Hanover | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03755 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,575,719,113 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 8204 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://home.dartmouth.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1769 | FormationYr |
| Legal Domicile State | NH | LegalDomicileStateCd |
| Activity Or Mission | Dartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 9965 | TotalEmployeeCnt |
| Total Volunteers | 11100 | TotalVolunteersCnt |
| Total Gross UBI | $2,131,868 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $4,997,495 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $445,153,269 | PYContributionsGrantsAmt |
| CY Contributions Grants | $435,284,024 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $613,551,135 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $629,112,578 | CYProgramServiceRevenueAmt |
| PY Investment Income | $838,297,879 | PYInvestmentIncomeAmt |
| CY Investment Income | $265,659,366 | CYInvestmentIncomeAmt |
| PY Other Revenue | $55,189,513 | PYOtherRevenueAmt |
| CY Other Revenue | $273,290,470 | CYOtherRevenueAmt |
| PY Total Revenue | $1,952,191,796 | PYTotalRevenueAmt |
| CY Total Revenue | $1,603,346,438 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $227,730,569 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $245,578,795 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $561,150,065 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $604,579,906 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $202,919 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $76,691 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $60,660,048 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $411,730,105 | PYOtherExpensesAmt |
| CY Other Expenses | $561,504,083 | CYOtherExpensesAmt |
| PY Total Expenses | $1,200,813,658 | PYTotalExpensesAmt |
| CY Total Expenses | $1,411,739,475 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $751,378,138 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $191,606,963 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,447,539,519 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,665,744,420 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,678,474,980 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,709,633,763 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,769,064,539 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,956,110,657 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Dartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $813,828,573 | ExpenseAmt |
| Grant | $228,927,665 | GrantAmt |
| Revenue | $495,200,692 | RevenueAmt |
| Desc | Education and Academic Support: A Dartmouth education is unlike any other. Through person-to-person teaching and opportunities to create and apply knowledge on campus and across the globe, we instill a love of learning and a passion for success. We educate global citizens, gifted writers and artists, wise business leaders, thoughtful doctors, and compassionate engineers. Our faculty are deeply invested in nurturing creativity as well as critical thinking. Our students can explore the cultural underpinnings and economic impacts of great works while creating their own masterpieces, all with the guidance and support of world-class masters of their crafts. Academics at Dartmouth are innovative, interdisciplinary, international, and individualized for each student. Each student's experience is distinguished by breadth, depth, and personal connections with top faculty. The institution comprises the Faculty of the Arts & Sciences, the Guarini School of Graduate and Advanced Studies, and three professional schools: the Thayer School of Engineering, the Tuck School of Business, and the Geisel School of Medicine. Dartmouth's approximately 950-person faculty teaches and guides approximately 6,700 undergraduate and graduate students. Dartmouth's library system directly supports the research and teaching mission of Dartmouth College, as well as the life-long learning needs of the Dartmouth community, by providing access to multiple types of resources, including approximately 2.2 million printed volumes, 54,000 microform volumes, 89,000 other physical formats, 421,000 network resources and 2.1 million electronic books. State-of-the-art computing resources are available to faculty and students to foster innovation and excellence in research and in the curriculum. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $233,601,610 | ExpenseAmt |
| Grant | $4,409,509 | GrantAmt |
| Revenue | $115,550,063 | RevenueAmt |
| Desc | Campus Life: Our close-knit community is a distinctive and enduring feature of the Dartmouth experience. For students, the process of joining and adapting to a new community can be as educationally significant as their academic work. For this reason, Dartmouth invests resources in creating a community that is both stimulating and nurturing. Approximately 90% of Dartmouth undergraduates lived on campus and Dartmouth's diverse dining facilities are an important part of campus life. Athletics at Dartmouth compliment the overall academic and intellectual growth of Dartmouth students, with more than 75% of undergraduates participating in at least one of the 35 varsity teams, 33 club sports teams and several intramural leagues. In addition, facilities such as Dartmouth Skiway and Morton Farm provide an opportunity for recreation and learning beyond the classroom. There are also approximately 380 graduate and undergraduate student groups which allow students to explore interests in diverse areas, including the arts, academics, activism, culture, politics, sustainability, and others. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $180,638,554 | ExpenseAmt |
| Grant | $12,241,621 | GrantAmt |
| Revenue | $12,004,202 | RevenueAmt |
| Desc | Research & Research Support: At Dartmouth, teaching and research are inextricably linked. Dartmouth offers undergraduate students a rigorous curriculum at the forefront of higher education and Dartmouth faculty pursue research at the highest levels of their disciplines. Students conduct independent study through one-on-one supervision with a faculty member or work as a member of a research group in state-of-the-art facilities. Dartmouth is home to world-class scholars in the Faculty of Arts & Sciences, the Guarini School of Graduate and Advanced Studies, the Thayer School of Engineering, the Tuck School of Business, and the Geisel School of Medicine-which has strong ties to the Dartmouth-Hitchcock Clinic and the Mary Hitchcock Memorial Hospital. Our faculty, along with students, seek answers to pressing questions about climate change, cancer immunotherapy, social justice, and cybersecurity, among many other issues central to our time. The collaborative, high-impact solution of real-world problems is integral to our teacher-scholar model, enabling students' hands-on engagement in the joys and challenges of discovery and creation. In addition, Dartmouth has more than 50 wide-ranging centers and institutes, hubs for innovation and excellence across the arts and sciences, that connect our faculty and students to each other in multidisciplinary ways with real-world impacts. During fiscal 2023, faculty and others engaged in sponsored activity received approximately $206 million in awards from external funding agencies. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,228,068,737 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 2286 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 9965 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | IT | ForeignCountryCd |
| Foreign Country | NZ | ForeignCountryCd |
| Foreign Country | SP | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Foreign Country | GM | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | Yes (true) | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Controller's Office | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6036463011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 Lebanon Street Suite 302 | AddressLine1Txt |
| City | Hanover | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03755 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Philip Hanlon | ||||||||||
| President and Trustee Ex-Officio (through 6/11/2023) | 40.0 | 0.0 | Yes (X) | Yes (X) | $1,645,360 | $0 | $230,247 | |||
| Sian Beilock | ||||||||||
| President and Trustee Ex-Officio (beginning 6/12/2023) | 40.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Carlos Rodriguez-Pastor | ||||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Christopher Lord | ||||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Christopher Sununu | ||||||||||
| Trustee Ex-Officio | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Constance Womack Britton | ||||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Daniel Black | ||||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Eileen Chamberlain Donahoe | ||||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Elizabeth Cahill Lempres | ||||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Elizabeth Cogan Fascitelli | ||||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Elizabeth Mahoney Loughlin | ||||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Erica Ruliffson Schultz | ||||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Gregg Lemkau | ||||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Hilary C Tompkins | ||||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| James Frank | ||||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Jane P Novak | ||||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Jeffrey Blackburn | ||||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Jeffrey Crowe | ||||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Joyce Sackey | ||||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Neal Katyal | ||||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Odette Harris | ||||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Richard Lewis | ||||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| S Caroline Kerr | ||||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Scott Stuart | ||||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Susan Finegan | ||||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Susan Huang | ||||||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| David Kotz | ||||||||||
| Provost | 40.0 | 0.0 | Yes (X) | $791,202 | $0 | $46,005 | ||||
| Richard Mills | ||||||||||
| Executive Vice President | 40.0 | 0.0 | Yes (X) | $770,140 | $0 | $36,952 | ||||
| Robert Scott Frew | ||||||||||
| Chief Financial Officer | 39.8 | 0.2 | Yes (X) | $402,866 | $0 | $41,391 | ||||
| Alice Ruth | ||||||||||
| Chief Executive Officer - Investment Office | 40.0 | 0.0 | $4,905,670 | $0 | $43,920 | Yes (X) | ||||
| Duane Compton | ||||||||||
| Dean, Geisel School of Medicine | 40.0 | 0.0 | $827,970 | $0 | $40,699 | Yes (X) | ||||
| Elizabeth Smith | ||||||||||
| Dean of Faculty | 40.0 | 0.0 | $575,579 | $0 | $31,706 | Yes (X) | ||||
| Joshua Keniston | ||||||||||
| Senior VP Campus Planning & Campus Operations | 39.8 | 0.2 | $370,342 | $0 | $26,593 | Yes (X) | ||||
| Matthew Slaughter | ||||||||||
| Dean, Tuck School of Business | 40.0 | 0.0 | $913,507 | $0 | $38,599 | Yes (X) | ||||
| Robert Lasher | ||||||||||
| Sr. Vice President for Advancement | 40.0 | 0.0 | $916,946 | $0 | $34,527 | Yes (X) | ||||
| Sandhya Iyer | ||||||||||
| General Counsel and Secretary to the Board of Trustees | 40.0 | 0.0 | $639,095 | $0 | $46,853 | Yes (X) | ||||
| Jessica Jones | ||||||||||
| Managing Director, Investment Office | 39.8 | 0.2 | $1,163,510 | $0 | $44,756 | Yes (X) | ||||
| Kelsey Morgan | ||||||||||
| Chief Investment Officer | 39.8 | 0.2 | $1,907,604 | $0 | $45,899 | Yes (X) | ||||
| Michael Sullivan | ||||||||||
| Managing Director, Investment Office | 40.0 | 0.0 | $1,515,285 | $0 | $46,770 | Yes (X) | ||||
| Steven Leach | ||||||||||
| Director, Norris Cotton Cancer Center | 40.0 | 0.0 | $911,986 | $0 | $32,034 | Yes (X) | ||||
| Vijay Govindarajan | ||||||||||
| Professor | 40.0 | 0.0 | $845,225 | $0 | $41,149 | Yes (X) | ||||
| Carolyn Dever | ||||||||||
| Former Provost | 40.0 | 0.0 | $336,557 | $0 | $33,241 | Yes (X) | ||||
| Frank Roberts | ||||||||||
| Associate VP, FOM | 39.9 | 0.1 | $230,178 | $0 | $30,808 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $19,669,022 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $892,149 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1211 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Turner Construction Company | ||||||
| 66 Hudson Boulevard East | New York | NY | 10001 | Construction and contracting services | $42,305,277 | |
| Engleberth Construction Inc | ||||||
| 150 Water Tower Circle | Colchester | VT | 05446 | Construction and contracting services | $22,927,906 | Suite 101 |
| DEW Construction | ||||||
| 277 Blair Park Road | Williston | VT | 05495 | Construction and contracting services | $8,077,185 | Suite 130 |
| North Branch Construction Inc | ||||||
| 76 Old Turnpike Road | Concord | NH | 03301 | Construction and contracting services | $4,175,004 | |
| Trumbull-Nelson Construction Company Inc | ||||||
| 19 Plaza Heights Road | West Lebanon | NH | 03784 | Construction and contracting services | $4,118,232 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 190 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $45,600 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $131,544,323 | GovernmentGrantsAmt |
| All Other Contributions | $303,694,101 | AllOtherContributionsAmt |
| Noncash Contributions | $48,872,959 | NoncashContributionsAmt |
| Total Contributions | $435,284,024 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Tuition & Fees | 611600 | $476,132,056 | $476,132,056 | $0 | $0 |
| Auxiliary Service | 611710 | $92,724,517 | $86,648,638 | $6,075,879 | $0 |
| Medical Related | 611600 | $17,489,776 | $17,489,776 | $0 | $0 |
| Other Education Related | 611600 | $19,287,881 | $19,287,881 | $0 | $0 |
| Sponsored projects | 611600 | $6,322,101 | $6,322,101 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,156,247 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,874,505 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $281,742 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $629,112,578 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $119,391,293 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $9,067,602 | UnrelatedBusinessRevenueAmt |
| Exclusion | $110,323,691 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $251,877,057 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $251,877,057 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,631,402 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,565,671 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,065,731 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,065,731 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $147,196 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,918,535 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,107,020,687 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,960,752,614 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $146,268,073 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $146,268,073 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$13,440,551 | UnrelatedBusinessRevenueAmt |
| Exclusion | $159,708,624 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $81,721 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $45,600 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $54,390 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,331 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $27,331 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Split Interest & Other Changes | 525920 | $15,627,474 | $0 | $0 | $15,627,474 |
| Other income | 900099 | $692,877 | $0 | $0 | $692,877 |
| $0 | $0 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $16,320,351 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,603,346,438 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $622,754,957 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,131,868 | UnrelatedBusinessRevenueAmt |
| Exclusion | $543,175,589 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,130,909 | TotalAmt |
| Program Services | $2,130,909 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,897,275 | TotalAmt |
| Program Services | $238,897,275 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,550,611 | TotalAmt |
| Program Services | $4,550,611 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,701,195 | TotalAmt |
| Program Services | $2,615,820 | ProgramServicesAmt |
| Management And General | $9,949,277 | ManagementAndGeneralAmt |
| Fundraising | $1,136,098 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $873,767 | TotalAmt |
| Program Services | $583,179 | ProgramServicesAmt |
| Management And General | $290,588 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,466,561 | TotalAmt |
| Program Services | $397,470,101 | ProgramServicesAmt |
| Management And General | $48,649,922 | ManagementAndGeneralAmt |
| Fundraising | $32,346,538 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,656,561 | TotalAmt |
| Program Services | $25,772,701 | ProgramServicesAmt |
| Management And General | $3,851,374 | ManagementAndGeneralAmt |
| Fundraising | $2,032,486 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,638,851 | TotalAmt |
| Program Services | $40,939,828 | ProgramServicesAmt |
| Management And General | $6,440,067 | ManagementAndGeneralAmt |
| Fundraising | $3,258,956 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,242,971 | TotalAmt |
| Program Services | $23,640,838 | ProgramServicesAmt |
| Management And General | $3,720,241 | ManagementAndGeneralAmt |
| Fundraising | $1,881,892 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $748,792 | TotalAmt |
| Program Services | $745,487 | ProgramServicesAmt |
| Management And General | $2,300 | ManagementAndGeneralAmt |
| Fundraising | $1,005 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,497,443 | TotalAmt |
| Program Services | $1,062,313 | ProgramServicesAmt |
| Management And General | $6,431,288 | ManagementAndGeneralAmt |
| Fundraising | $3,842 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $721,498 | TotalAmt |
| Program Services | $54,903 | ProgramServicesAmt |
| Management And General | $666,595 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,611 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $20,611 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,691 | TotalAmt |
| Fundraising | $76,691 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,778,745 | TotalAmt |
| Program Services | $35,712 | ProgramServicesAmt |
| Management And General | $1,743,033 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,060,081 | TotalAmt |
| Program Services | $95,803,321 | ProgramServicesAmt |
| Management And General | $4,585,613 | ManagementAndGeneralAmt |
| Fundraising | $9,671,147 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,507,030 | TotalAmt |
| Program Services | $1,871,511 | ProgramServicesAmt |
| Management And General | $154,147 | ManagementAndGeneralAmt |
| Fundraising | $481,372 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,477,858 | TotalAmt |
| Program Services | $17,617,233 | ProgramServicesAmt |
| Management And General | $1,511,745 | ManagementAndGeneralAmt |
| Fundraising | $2,348,880 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,907,776 | TotalAmt |
| Program Services | $9,965,834 | ProgramServicesAmt |
| Management And General | $10,773,364 | ManagementAndGeneralAmt |
| Fundraising | $1,168,578 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,690,324 | TotalAmt |
| Program Services | $107,687,773 | ProgramServicesAmt |
| Management And General | $2,551 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,573,291 | TotalAmt |
| Program Services | $44,701,860 | ProgramServicesAmt |
| Management And General | $1,321,195 | ManagementAndGeneralAmt |
| Fundraising | $550,236 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,732,491 | TotalAmt |
| Program Services | $26,960,194 | ProgramServicesAmt |
| Management And General | $1,366,145 | ManagementAndGeneralAmt |
| Fundraising | $2,406,152 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,155,632 | TotalAmt |
| Program Services | $1,887,184 | ProgramServicesAmt |
| Management And General | $143,924 | ManagementAndGeneralAmt |
| Fundraising | $124,524 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,947,685 | TotalAmt |
| Program Services | $36,910,544 | ProgramServicesAmt |
| Management And General | $1,826,365 | ManagementAndGeneralAmt |
| Fundraising | $210,776 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,176,704 | TotalAmt |
| Program Services | $70,972,427 | ProgramServicesAmt |
| Management And General | $2,638,408 | ManagementAndGeneralAmt |
| Fundraising | $565,869 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,399,620 | TotalAmt |
| Program Services | $852,381 | ProgramServicesAmt |
| Management And General | $3,517,025 | ManagementAndGeneralAmt |
| Fundraising | $30,214 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Purchase for Resale | $20,872,795 | $20,827,038 | $43,257 | $2,500 |
| Books & Media | $15,181,629 | $14,640,514 | $471,540 | $69,575 |
| UBI Tax Expense | $1,864,268 | $1,846,479 | $14,960 | $2,829 |
| Non Cap Equipment | $9,492,845 | $9,055,492 | $389,174 | $48,179 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,696,965 | TotalAmt |
| Program Services | $27,969,275 | ProgramServicesAmt |
| Management And General | $12,485,981 | ManagementAndGeneralAmt |
| Fundraising | $2,241,709 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,411,739,475 | TotalAmt |
| Program Services | $1,228,068,737 | ProgramServicesAmt |
| Management And General | $123,010,690 | ManagementAndGeneralAmt |
| Fundraising | $60,660,048 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,599,391 | BOYAmt |
| EOY | $29,921,082 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359,995,721 | BOYAmt |
| EOY | $567,978,415 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $441,605,532 | BOYAmt |
| EOY | $496,290,687 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,301,067 | BOYAmt |
| EOY | $116,622,979 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,425,405 | BOYAmt |
| EOY | $41,322,677 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,288,509 | BOYAmt |
| EOY | $2,811,917 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,931,322 | BOYAmt |
| EOY | $16,916,478 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,536,094,305 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,278,090,916 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,216,680,515 | BOYAmt |
| EOY | $1,258,003,389 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,374,398,390 | BOYAmt |
| EOY | $1,348,648,745 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,914,834,974 | BOYAmt |
| EOY | $7,773,430,413 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,401,948 | BOYAmt |
| EOY | $4,793,073 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,076,745 | BOYAmt |
| EOY | $9,004,565 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,447,539,519 | BOYAmt |
| EOY | $11,665,744,420 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,820,311 | BOYAmt |
| EOY | $219,427,333 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,518,250 | BOYAmt |
| EOY | $43,356,536 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $477,844,999 | BOYAmt |
| EOY | $468,174,999 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,928,889 | BOYAmt |
| EOY | $43,685,020 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,196,725 | BOYAmt |
| EOY | $15,226,061 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,000,000 | BOYAmt |
| EOY | $500,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $442,165,806 | BOYAmt |
| EOY | $419,763,814 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,678,474,980 | BOYAmt |
| EOY | $1,709,633,763 | EOYAmt |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,716,043,977 | BOYAmt |
| EOY | $2,962,194,911 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,053,020,562 | BOYAmt |
| EOY | $6,993,915,746 | EOYAmt |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,769,064,539 | BOYAmt |
| EOY | $9,956,110,657 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,447,539,519 | BOYAmt |
| EOY | $11,665,744,420 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $191,606,963 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$61,351,258 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $56,790,413 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $402,986,869 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $552,826,074 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $403,735,770 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $445,153,269 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $435,284,023 | CurrentTaxYearAmt |
| Total | $2,239,986,005 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $402,986,869 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $552,826,074 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $403,735,770 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $445,153,269 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $435,284,023 | CurrentTaxYearAmt |
| Total | $2,239,986,005 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $110,243,702 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,129,742,303 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $79,724,667 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $77,779,802 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,325,394 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $129,743,805 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $378,684,954 | CurrentTaxYearAmt |
| Total | $729,258,622 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,089,266 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $112,959 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $196,135 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,321,868 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,997,497 | CurrentTaxYearAmt |
| Total | $18,717,725 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,979,300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,196,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,235,492 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,643,942 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,347,682 | CurrentTaxYearAmt |
| Total | $75,402,549 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,063,364,901 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,795,932,386 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.6952 | PublicSupportCY170Pct |
| Public Support PY170 | 0.7613 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part II, Line 10 Other Income | Other income consists of income from split interest distributions and other miscellaneous income. |
| Schedule A, Part II, Line 10 Other Income | DESCRIPTION - OTHER INCOME, COLUMN A - 13979300.0, COLUMN B - 20196133.0, COLUMN C - 12235492.0, COLUMN D - 12643942.0, COLUMN E - 16347682.0, COLUMN F - 75402549.0; |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (true) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $13,640 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $6,971 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $20,611 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | Meetings were held with US congressional staff. A portion of dues paid to various organizations are allocated to lobbying by those organizations. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 61 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 0 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $13,728,433 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $0 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $22,249,571 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $0 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $44,131,460 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $0 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,065,742,787 | BeginningYearBalanceAmt |
| Contributions | $149,573,506 | ContributionsAmt |
| Investment Earnings Or Losses | $110,622,827 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $80,255,514 | GrantsOrScholarshipsAmt |
| Other Expenditures | $315,558,596 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $7,930,125,010 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,484,189,450 | BeginningYearBalanceAmt |
| Contributions | $186,387,695 | ContributionsAmt |
| Investment Earnings Or Losses | -$269,234,227 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $68,087,306 | GrantsOrScholarshipsAmt |
| Other Expenditures | $267,512,825 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $8,065,742,787 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,975,179,828 | BeginningYearBalanceAmt |
| Contributions | $96,279,098 | ContributionsAmt |
| Investment Earnings Or Losses | $2,702,437,338 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $64,022,187 | GrantsOrScholarshipsAmt |
| Other Expenditures | $225,684,627 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $8,484,189,450 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,731,322,087 | BeginningYearBalanceAmt |
| Contributions | $107,796,093 | ContributionsAmt |
| Investment Earnings Or Losses | $409,069,726 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $59,929,335 | GrantsOrScholarshipsAmt |
| Other Expenditures | $213,078,743 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $5,975,179,828 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,494,203,052 | BeginningYearBalanceAmt |
| Contributions | $102,953,449 | ContributionsAmt |
| Investment Earnings Or Losses | $386,849,471 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $55,221,722 | GrantsOrScholarshipsAmt |
| Other Expenditures | $197,462,163 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $5,731,322,087 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.2228 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.251 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.5262 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $20,954,945 | OtherCostOrOtherBasisAmt |
| Book Value | $20,954,945 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,820,473,415 | OtherCostOrOtherBasisAmt |
| Depreciation | $811,078,425 | DepreciationAmt |
| Book Value | $1,009,394,990 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $444,933,163 | OtherCostOrOtherBasisAmt |
| Depreciation | $357,125,863 | DepreciationAmt |
| Book Value | $87,807,300 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $249,732,782 | OtherCostOrOtherBasisAmt |
| Depreciation | $109,886,628 | DepreciationAmt |
| Book Value | $139,846,154 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,258,003,389 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Private Equity/Venture Capital Limited Partnership | $3,512,904,970 | F |
| Real Estate & Real Asset Limited Partnerships | $1,057,060,278 | F |
| Other Investments | $184,196 | F |
| Fixed Income Securities and Commingled Funds | $30,777,864 | F |
| Global Equity Commingled Funds | $1,423,614,893 | F |
| Hedge Funds | $1,748,888,212 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,773,430,413 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Mark to Market Liability on Interest Rate Swap Agreements | $67,814,406 |
| Employee Benefit Liabilities | $306,024,848 |
| Conditional Asset Retirement Obligation | $24,776,061 |
| Government Advance, Student Loans | $7,362,971 |
| Other | $13,785,528 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $419,763,814 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 1a Collections of art - financial statement footnote | Dartmouth's collections include works of art, literary works, historical treasures, and artifacts that are maintained in its museum and libraries. These collections are protected and preserved for public exhibition, education, research, and the furtherance of public service. Each of the items is cataloged, preserved, and cared for, and activities verifying their existence and assessing their condition are performed continuously. The collections are subject to a policy that requires proceeds from their sale to be used to acquire other items for collections. The collections, which were acquired through purchases and contributions since Dartmouth's inception, are not recognized as assets in the Consolidated Statement of Financial Position. Purchases of collection items are recorded in the Consolidated Statement of Activities as non-operating decreases in net assets without donor restrictions in the year in which the items are acquired or in net assets with donor restrictions if the assets used to purchase the items are restricted by donors. Contributed collection items are not recorded in the consolidated financial statements. |
| Schedule D, Part III, Line 4 Collections of art - description of collections | Collections at Dartmouth College exist in two primary areas: the Hood Museum of Art (the Hood) and the Dartmouth College library system. The Hood Museum of Art at Dartmouth College is one of the oldest and largest college museums in the country. The collections of the Hood, which number some 65,000 objects, are rich, diverse, and available for the use by both Dartmouth and the broader community. Access to works of art is provided through permanent collection displays, the online collections database, special exhibitions, the website, scholarly publications, and programs and events. These exhibits and programs are an exciting learning resource for students and the academic community. The Hood offers a vital curricular resource, a source for lectures, gallery talks, symposia, and receptions for the public, and an on-line database of thousands of works. The Dartmouth College Library is committed to partnering with faculty and students to enhance and showcase Dartmouth scholarly output and entrepreneurial endeavors. The Library provides immersive and transformative learning experiences, prepares students for a lifetime of learning and responsible leadership, and proactively supports undergraduate, graduate, and professional student academic success through innovative educational programs. The Library offers creative workspaces for individual and collaborative scholarly enquiry and aims to promote well-being as well as stimulate innovative thinking. The Rauner Special Collections Library houses Dartmouth's Archives, the Rare Books Collections, and the Manuscripts Collection. Dartmouth's Archives documents the history of the College through the historical records of the institution including the three professional schools, as well as the history of the surrounding area through selected collections related to local businesses and organizations. The Photographic Records Catalog is a collection of thousands of images that are a visual record of Dartmouth College life. The Oral History Program collects oral history interviews with past presidents, administrators and staff, faculty, alumni and students. Totaling more than 100,000 volumes, Dartmouth's rare book collections constitute a resource of major importance to the institution and the scholarly world at large. The manuscript collections contain over six and a half million unique and original items. Dartmouth students, faculty and staff are all welcome to make use of Rauner Library's extensive holdings of rare books, manuscripts, and archival documents for their research. |
| Schedule D, Part IV, Line 2b Explanation of escrow agreement | Certain donors have established irrevocable split-interest agreements with Dartmouth, primarily charitable gift annuities, pooled life income funds, and irrevocable charitable remainder trusts, whereby the donated assets are invested and a liability is recognized for distributions to be made in accordance with the agreements. For all residential rental properties and some commercial rental properties, Dartmouth collects a security deposit which it holds in escrow to be used, if necessary, to pay for damages identified when the property is vacated. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | Dartmouth's endowment plays a critical role in supporting the current and future work of Dartmouth. Its investment and spending policies are designed to balance the needs of current Dartmouth students with the needs of future generations of Dartmouth students. Earning long-term returns that maintain the inflation-adjusted purchasing power of the endowment underpins this concept of intergenerational equity. The endowment is composed of both restricted funds, for which donors designate a specific purpose for their gifts, and unrestricted funds. There are just under 6,500 separate funds that make up Dartmouth's endowment. Dartmouth's endowment spending policy seeks to balance the competing objectives of supporting the current generation of students and faculty with the need to preserve the endowment's purchasing power for future generations. Distributions from the endowment, which are approved annually by the Board of Trustees, are intended to support Dartmouth's mission by contributing funding to support financial aid and a variety of needs in academic, research and student life activities. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | Dartmouth believes it has taken no significant uncertain tax positions. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | FormAndLineReferenceDesc |
| Explanation | Dartmouth's racially nondiscriminatory policy is widely publicized through a variety of print and electronic media. The notification language set forth in Section 403 of Rev. Proc. 75-50 is included in Dartmouth's brochures and other publications which are available to the general public. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (39 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Antarctica | 0 | 0 | Program Services | Education & Educational consulting | $8,297 |
| Central America and the Caribbean | 0 | 0 | Investments | $2,905,614,770 | |
| Central America and the Caribbean | 0 | 0 | Program Services | Research | $95,305 |
| Central America and the Caribbean | 0 | 0 | Program Services | Education and educational consulting | $41,831 |
| East Asia and the Pacific | 0 | 0 | Investments | $83,968 | |
| East Asia and the Pacific | 0 | 0 | Fundraising | $233,532 | |
| East Asia and the Pacific | 0 | 0 | Program Services | Research | $765,245 |
| East Asia and the Pacific | 0 | 0 | Program Services | Education and Educational Consulting | $567,339 |
| East Asia and the Pacific | 0 | 0 | Program Services | Study abroad programs | $315,227 |
| East Asia and the Pacific | 0 | 0 | Program Services | Volunteer services | $7,412 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $80,421,133 | |
| Europe (Including Iceland and Greenland) | 0 | 1 | Fundraising | $504,627 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | Research | $4,262,429 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | Education and educational consulting | $4,188,907 |
| Europe (Including Iceland and Greenland) | 0 | 1 | Program Services | Study abroad programs | $4,088,184 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | Volunteer services | $5,152 |
| Middle East and North Africa | 0 | 0 | Fundraising | $28,933 | |
| Middle East and North Africa | 0 | 0 | Program Services | Research | $196,676 |
| Middle East and North Africa | 0 | 0 | Program Services | Education and educational consulting | $512,034 |
| Middle East and North Africa | 0 | 0 | Program Services | Study abroad programs | $277,803 |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | Research | $1,003,357 |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | Education and educational consulting | $1,084,127 |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | Study abroad programs | $162,697 |
| North America (Canada & Mexico only) | 0 | 0 | Fundraising | $97,870 | |
| Russia and Neighboring States | 0 | 0 | Program Services | Research | $5,617 |
| Russia and Neighboring States | 0 | 0 | Program Services | Education and educational consulting | $32,455 |
| South America | 0 | 0 | Program Services | Research | $160,495 |
| South America | 0 | 0 | Program Services | Education and educational consulting | $499,621 |
| South America | 0 | 0 | Program Services | Study abroad programs | $310,599 |
| South America | 0 | 0 | Fundraising | $1,441 | |
| South Asia | 0 | 0 | Program Services | Research | $181,298 |
| South Asia | 0 | 0 | Program Services | Education and educational consulting | $593,634 |
| South Asia | 0 | 0 | Program Services | Study abroad programs | $10,367 |
| South Asia | 0 | 0 | Fundraising | $107,826 | |
| Sub-Saharan Africa | 0 | 0 | Investments | $78,055,729 | |
| Sub-Saharan Africa | 0 | 0 | Program Services | Research | $752,246 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Education and educational consulting | $464,686 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Study abroad programs | $309,960 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Volunteer services | $21,968 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 2 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Subtotal Spent | $3,001,203,358 | SubtotalSpentAmt |
| Continuation Spent | $84,871,439 | ContinuationSpentAmt |
| Total Spent | $3,086,074,797 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| North America (Canada & Mexico only) | To create educational opportunities to increase understanding between the US and Canada | $25,000 | Check | $0 | N/A | FMV |
| South America | Provide capital for an agricultural cable system project | $5,612 | Check | $0 | N/A | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|---|
| Scholarships/Tuition Remission | Central America and the Caribbean | 19 | $0 | N/A | $170,674 | Student scholarships | FMV |
| Scholarships/Tuition Remission | East Asia and the Pacific | 86 | $0 | N/A | $771,374 | Student scholarships | FMV |
| Scholarships/Tuition Remission | Europe (Including Iceland and Greenland) | 304 | $0 | N/A | $2,652,718 | Student scholarships | FMV |
| Scholarships/Tuition Remission | Middle East and North Africa | 18 | $0 | N/A | $161,691 | Student scholarships | FMV |
| Scholarships/Tuition Remission | North America (Canada & Mexico only) | 33 | $0 | N/A | $287,451 | Student scholarships | FMV |
| Scholarships/Tuition Remission | South America | 27 | $0 | N/A | $242,537 | Student scholarships | FMV |
| Scholarships/Tuition Remission | Sub-Saharan Africa | 26 | $0 | N/A | $233,554 | Student scholarships | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | Grants distributed by Dartmouth consist primarily of scholarships, fellowships and related support given to Dartmouth students. Scholarships are awarded based on the financial need of the student. Scholarship applications are reviewed by a financial aid officer. Financial aid officers are expected to recuse themselves from any case in which they either have a personal interest or feel they cannot be impartial. A random sampling of cases read by each undergraduate financial aid officer is reviewed by the associate and senior associate directors to ensure compliance with federal regulations, adherence to Dartmouth policies, consistency in results and accuracy. Scholarships are credited to an individual student's account through the Banner student information system after the student is enrolled for the term (these credits are included in "non-cash assistance" in Part III above). Scholarship funds are withdrawn if the student ceases to be enrolled. Fellowships are granted in support of a student's educational or research endeavors. All educational and research work is monitored by Dartmouth faculty. |
| Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | ANTARCTICA-Accrual; CENTRAL 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; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual |
| Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements | NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual |
| Schedule F, Part III Method used to account for expenditures on org's financial statements | CENTRAL 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 SUB-SAHARAN AFRICA -Accrual |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grenzebach Glier and Associates Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N Michigan Suite 2800 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Provide strategic counsel to various advancement programs. | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Retained By Contractor | $76,691 | RetainedByContractorAmt |
| Net To Organization | -$76,691 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $76,691 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$76,691 | TotalNetToOrganizationAmt |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Golf Tournament | Event1Nm |
| Gross Receipts Event1 | $83,600 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $45,600 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $38,000 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $1,775 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $24,260 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $12,821 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $5,201 | OtherDirectExpensesEvent1Amt |
| Event2 | Auction | Event2Nm |
| Gross Receipts Event2 | $43,721 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $0 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $43,721 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $5,583 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $750 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $4,000 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $0 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $0 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $0 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $127,321 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $45,600 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $81,721 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $1,775 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $24,260 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $18,404 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $750 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,201 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $54,390 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $27,331 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (40 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2ForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Alzheimer's Association | ||||||||||||
| 225 North Michigan Avenue | Chicago | IL | OC | 60601 | 133039601 | 501(c)3 | $50,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Amherst College | ||||||||||||
| 155 South Pleasant Street | Amherst | MA | OC | 010025000 | 042103542 | 501(c)3 | $35,000 | $0 | N/A | N/A | Distribution from donor advised fund | 2nd Floor |
| Aquinor Diversity Equestrian Foundation Inc | ||||||||||||
| 22 Walton Ave | White Plains | NY | OC | 10606 | 853454187 | 501(c)3 | $9,757 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Board of Trustees of the Leland Stanford Junior University | ||||||||||||
| 326 Galvez Street | Stanford | CA | OC | 94305 | 941156365 | 501(c)3 | $202,333 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Center for Third World Organizing | ||||||||||||
| 1714 Franklin Street | Oakland | CA | OC | 94612 | 521211059 | 501(c)3 | $50,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Colby-Sawyer College | ||||||||||||
| 541 Main St | New London | NH | OC | 03257 | 020222120 | 501(c)3 | $35,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Desert Community Foundation | ||||||||||||
| 75-105 Merle Dr | Palm Desert | CA | OC | 92211 | 954725924 | 501(c)3 | $10,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Eastern Collegiate Athletic Conference | ||||||||||||
| 100 Reserve Rd | Danbury | CT | OC | 06810 | 043524094 | 501(c)3 | $15,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Facing History and Ourselves Inc | ||||||||||||
| 89 South St | Boston | MA | OC | 02111 | 042761636 | 501(c)3 | $100,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Friends of Casita Linda AC Inc | ||||||||||||
| PO Box 514 | East Falmouth | MA | OC | 02536 | 821522035 | 501(c)3 | $13,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Friends of Oak Hill Inc | ||||||||||||
| 80 S Main St | Hanover | NH | OC | 03755 | 882056314 | 501(c)3 | $15,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Fulton Theatre Company | ||||||||||||
| PO Box 1865 | Lancaster | PA | OC | 17608 | 231631733 | 501(c)3 | $50,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Greater Houston Community Foundation | ||||||||||||
| 515 Post Oak Blvd | Houston | TX | OC | 77027 | 237160400 | 501(c)3 | $20,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Greenwich Academy | ||||||||||||
| 200 N Maple Ave | Greenwich | CT | OC | 06830 | 060653118 | 501(c)3 | $11,389 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Horace Mann School | ||||||||||||
| 231 W 246th St | Bronx | NY | OC | 10471 | 131740455 | 501(c)3 | $15,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| HSPVA Friends | ||||||||||||
| PO Box 52910 | Houston | TX | OC | 77052 | 741997921 | 501(c)3 | $20,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Lancaster County Conservancy | ||||||||||||
| 117 S West End Ave | Lancaster | PA | OC | 17603 | 237046908 | 501(c)3 | $160,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Legal Aid of North Carolina | ||||||||||||
| PO Box 26087 | Raleigh | NC | OC | 27611 | 311784161 | 501(c)3 | $7,587 | $0 | N/A | N/A | Distribution from donor advised fund | |
| McLean Hospital Corporation | ||||||||||||
| 115 Mill St | Belmont | MA | OC | 02478 | 042697981 | 501(c)3 | $45,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Metropolitan Youth Development and Education Foundation | ||||||||||||
| 200 N Walker Ave Flr 3 | Oklahoma City | OK | OC | 73102 | 731623255 | 501(c)3 | $50,677 | $0 | N/A | N/A | Distribution from donor advised fund | |
| National Cathedral School | ||||||||||||
| 3612 Woodley Rd NW | Washington | DC | OC | 20016 | 530196604 | 501(c)3 | $10,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Orthopaedic Research and Education Foundation | ||||||||||||
| 9400 W Higgins Rd | Rosemont | IL | OC | 60018 | 366009467 | 501(c)3 | $12,500 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Planned Parenthood of Southern New England | ||||||||||||
| 345 Whitney Ave | New Haven | CT | OC | 06511 | 060263565 | 501(c)3 | $20,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Porter-Gaud Foundation | ||||||||||||
| 300 Albemarle Road | Charleston | SC | OC | 29407 | 452701202 | 501(c)3 | $10,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| President & Trustees of Bates College | ||||||||||||
| 2 Andrews Rd | Lewiston | ME | OC | 04240 | 010211781 | 501(c)3 | $20,000 | $0 | N/A | N/A | Distribution from donor advised fund | 216 Lane Hall |
| Santa Clara University | ||||||||||||
| 500 El Camino Real | Santa Clara | CA | OC | 95053 | 941156617 | 501(c)3 | $20,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| St Paul's School | ||||||||||||
| 325 Pleasant St | Concord | NH | OC | 03301 | 020222227 | 501(c)3 | $15,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Stamford Hospital | ||||||||||||
| One Hospital Plaza | Stamford | CT | OC | 06902 | 060646917 | 501(c)3 | $10,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Storm King Art Center | ||||||||||||
| 1 Museum Road | New Windsor | NY | OC | 12553 | 141457573 | 501(c)3 | $33,333 | $0 | N/A | N/A | Distribution from donor advised fund | |
| United Way of the Desert | ||||||||||||
| PO Box 13210 | Palm Desert | CA | OC | 92255 | 952783993 | 501(c)3 | $10,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| United Way Rhode Island | ||||||||||||
| 50 Valley St | Providence | RI | OC | 02909 | 050276059 | 501(c)3 | $16,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Upper Valley Haven | ||||||||||||
| 713 Hartford Ave | White River Junction | VT | OC | 05001 | 030277908 | 501(c)3 | $10,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Wag On Inn Rescue | ||||||||||||
| 692 Tinton Ave | Neptune | NJ | OC | 07754 | 203863772 | 501(c)3 | $9,572 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Waterside School Inc | ||||||||||||
| 770 Pacific St | Stamford | CT | OC | 06902 | 061609222 | 501(c)3 | $20,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| World Central Kitchen | ||||||||||||
| 200 Massachusetts Ave NW | Washington | DC | OC | 20001 | 273521132 | 501(c)3 | $7,000 | $0 | N/A | N/A | Distribution from donor advised fund | 7th Flr |
| Council for Advancement and Support of Education - CASE | ||||||||||||
| 1201 Eye St NW | Washington | DC | OC | 20005 | 521012307 | 501(c)3 | $10,000 | $0 | N/A | N/A | Internship support | |
| Advance Transit Inc | ||||||||||||
| PO Box 1027 | Wilder | VT | OC | 05088 | 222558708 | 501(c)3 | $605,000 | $0 | N/A | N/A | Charitable contribution | |
| Women's Information Service | ||||||||||||
| 8 Marshall St | Concord | NH | OC | 03301 | 237367525 | 501(c)3 | $100,000 | $0 | N/A | N/A | Charitable contribution | |
| Tri-Valley Transit Inc | ||||||||||||
| 297 Creek Road | Middlebury | VT | OC | 05753 | 030335768 | 501(c)3 | $46,723 | $0 | N/A | N/A | Charitable contribution | |
| Vital Communities Inc | ||||||||||||
| 195 North Main St | White River Junction | VT | OC | 05001 | 030355283 | 501(c)3 | $210,426 | $0 | N/A | N/A | Charitable contribution | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 40 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| Scholarhip/tuition remission | 4100 | $133,393 | $219,609,782 | FMV | Student scholarships/tuition remission and employee tuition reimbursement |
| Fellowships | 1872 | $18,172,251 | $3,811 | FMV | Student fellowships/employment |
| Internships | 330 | $1,108,983 | $1,069 | FMV | Student paid internships |
| Health Insurance Subsidy | 958 | $0 | $3,539,710 | FMV | Subsidize health insurance costs for graduate students |
| Prizes and awards | 692 | $836,572 | $14,248 | FMV | Achievement recognition awards to individual students |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | Grants distributed by Dartmouth consist primarily of scholarships, fellowships and related support given to Dartmouth students. Scholarships are awarded based on the financial need of the student. Scholarship applications are reviewed by a financial aid officer. Financial aid officers are expected to recuse themselves from any case in which they either have a personal interest or feel they cannot be impartial. A random sampling of cases read by each undergraduate financial aid officer is reviewed by the Associate and Senior Associate Directors to ensure compliance with federal regulations, adherence to Dartmouth policies, consistency in results and accuracy. Scholarships are credited to an individual student's account through the Banner Student Information system after the student has enrolled for the term (these credits are included in "non-cash assistance" in Part III above) Scholarship funds are withdrawn if the student ceases to be enrolled. Fellowships are granted in support of a student's educational or research endeavors. All educational and research work is monitored by Dartmouth faculty. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Philip Hanlon | ||||||||||||||
| President and Trustee Ex-Officio (through 6/11/2023) | $1,167,332 | $0 | $0 | $0 | $478,028 | $0 | $27,450 | $0 | $202,797 | $0 | $1,875,607 | $0 | $256,667 | $0 |
| Richard Mills | ||||||||||||||
| Executive Vice President | $770,083 | $0 | $0 | $0 | $57 | $0 | $27,450 | $0 | $9,502 | $0 | $807,092 | $0 | $0 | $0 |
| David Kotz | ||||||||||||||
| Provost | $790,242 | $0 | $0 | $0 | $960 | $0 | $27,450 | $0 | $18,555 | $0 | $837,207 | $0 | $0 | $0 |
| Robert Scott Frew | ||||||||||||||
| Chief Financial Officer | $352,866 | $0 | $50,000 | $0 | $0 | $0 | $27,450 | $0 | $13,941 | $0 | $444,257 | $0 | $0 | $0 |
| Joshua Keniston | ||||||||||||||
| Senior VP Campus Planning & Campus Operations | $370,342 | $0 | $0 | $0 | $0 | $0 | $21,350 | $0 | $5,243 | $0 | $396,935 | $0 | $0 | $0 |
| Alice Ruth | ||||||||||||||
| Chief Executive Officer - Investment Office | $1,155,311 | $0 | $3,749,200 | $0 | $1,159 | $0 | $27,450 | $0 | $16,470 | $0 | $4,949,590 | $0 | $0 | $0 |
| Elizabeth Smith | ||||||||||||||
| Dean of Faculty | $574,127 | $0 | $0 | $0 | $1,452 | $0 | $27,450 | $0 | $4,256 | $0 | $607,285 | $0 | $0 | $0 |
| Duane Compton | ||||||||||||||
| Dean, Geisel School of Medicine | $827,844 | $0 | $0 | $0 | $126 | $0 | $27,450 | $0 | $13,249 | $0 | $868,669 | $0 | $0 | $0 |
| Matthew Slaughter | ||||||||||||||
| Dean, Tuck School of Business | $911,734 | $0 | $0 | $0 | $1,773 | $0 | $27,450 | $0 | $11,149 | $0 | $952,106 | $0 | $0 | $0 |
| Sandhya Iyer | ||||||||||||||
| General Counsel and Secretary to the Board of Trustees | $639,095 | $0 | $0 | $0 | $0 | $0 | $27,450 | $0 | $19,403 | $0 | $685,948 | $0 | $0 | $0 |
| Robert Lasher | ||||||||||||||
| Sr. Vice President for Advancement | $731,366 | $0 | $185,515 | $0 | $65 | $0 | $27,450 | $0 | $7,077 | $0 | $951,473 | $0 | $0 | $0 |
| Jessica Jones | ||||||||||||||
| Managing Director, Investment Office | $447,589 | $0 | $714,762 | $0 | $1,159 | $0 | $27,450 | $0 | $17,306 | $0 | $1,208,266 | $0 | $0 | $0 |
| Kelsey Morgan | ||||||||||||||
| Chief Investment Officer | $796,445 | $0 | $1,110,000 | $0 | $1,159 | $0 | $27,450 | $0 | $18,449 | $0 | $1,953,503 | $0 | $0 | $0 |
| Michael Sullivan | ||||||||||||||
| Managing Director, Investment Office | $514,126 | $0 | $1,000,000 | $0 | $1,159 | $0 | $27,450 | $0 | $19,320 | $0 | $1,562,055 | $0 | $0 | $0 |
| Steven Leach | ||||||||||||||
| Director, Norris Cotton Cancer Center | $861,906 | $0 | $50,000 | $0 | $80 | $0 | $27,450 | $0 | $4,584 | $0 | $944,020 | $0 | $0 | $0 |
| Vijay Govindarajan | ||||||||||||||
| Professor | $844,012 | $0 | $0 | $0 | $1,213 | $0 | $27,450 | $0 | $13,699 | $0 | $886,374 | $0 | $0 | $0 |
| Frank Roberts | ||||||||||||||
| Associate VP, FOM | $229,578 | $0 | $0 | $0 | $600 | $0 | $20,125 | $0 | $10,683 | $0 | $260,986 | $0 | $0 | $0 |
| Carolyn Dever | ||||||||||||||
| Former Provost | $336,557 | $0 | $0 | $0 | $0 | $0 | $27,450 | $0 | $5,791 | $0 | $369,798 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | Dartmouth travel policy allows for first or business class air travel for business purposes in limited circumstances. Consistent with this policy, on infrequent occasions senior officers flew first class or business class with the President's approval. The lack of a major commercial airport within 80 miles of Dartmouth requires use of charter air travel to fulfill the East Coast business travel requirements of the President. For this reason, the President and certain senior officers had access for business purposes to charter flight service, the cost of which was fully defrayed by private donations designated for this purpose. Senior officers may join the President when they are traveling to the same destination, but they may not use the charter travel on their own. |
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | The President received a taxable gross up of Medicare tax due to the timing of reported imputed income. |
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | Dartmouth provided housing for the President. This arrangement was for Dartmouth's convenience and a condition of employment and therefore was not taxable to the President. |
| Schedule J, Part I, Line 1a Personal services | Dartmouth provided housekeeping services for cleaning and maintaining the President's house. The value of services provided for personal living space was recognized as imputed income to the President. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | Dartmouth provided the President Hanlon with a nonqualified 457(f) supplemental retirement plan. The Plan provided for annual credits to the plan subject to vesting requirements based on continuation of employment through set dates. President Hanlon received $456,667 relative to the Plan during the calendar year 2022. $256,667 of the deferred compensation received had been reported in prior years, as reflected in Column F. Dartmouth provided President Beilock with a nonqualified 457(f) supplemental retirement plan. Due to the fact that President Beilock's term began in June 2023, no amounts were either paid or accrued during FY2023. |
| Schedule J, Part I, Line 5a Compensation contingent on revenues of the organization | A portion of the incentive bonus for investment office employees is based on meeting certain return targets. A portion of the performance bonus for the Sr. VP of Advancement is based on achieving certain advancement goals. |
| Schedule J, Part I, Line 7 Non-fixed payments | Alice Ruth, Chief Executive Officer - Investment Office, received incentive compensation of $3,749,200 during calendar year 2022. Kelsey Morgan, Chief Investment Officer, received incentive compensation of $1,110,000 during calendar year 2022. Michael Sullivan, Managing Director in the Investment Office, received incentive compensation of $1,000,000 during calendar year 2022. Jessica Jones, Managing Director in the Investment Office, received incentive compensation of $714,762 during calendar year 2022. Robert Lasher, Senior Vice President for Advancement, received incentive compensation of $185,515 during calendar year 2022. Steven Leach, NCCC Director, received a performance bonus of $50,000 during calendar year 2022. Robert S. Frew, CFO, received supplemental pay of $50,000 during calendar year 2022. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| New Hampshire Health & Educ Facilities Authority | ||||||||
| A | 020279866 | 644614RV3 | 2007-04-05 | $90,000,000 | Issue cost, new construction, capital renovations, equipment | false | false | false |
| New Hampshire Health & Educ Facilities Authority | ||||||||
| B | 020279866 | 000000000 | 2015-08-06 | $101,000,000 | Refunded 04-01-02 series 2002 issue | false | false | false |
| New Hampshire Health & Educ Facilities Authority | ||||||||
| C | 020279866 | 000000000 | 2015-08-06 | $89,665,000 | Refund 04-05-07 Series 07A issue | false | false | false |
| New Hampshire Health & Educ Facilities Authority | ||||||||
| D | 020279866 | 000000000 | 2016-04-29 | $165,000,000 | Partially defeased 06-18-09 09A issue | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $15,000,000 | $0 | $93,437,682 | $0 | $3,437,682 | $0 | $471,429 | $0 | $0 | $89,528,571 | $0 | $0 | 2009 | false | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $101,000,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $101,000,000 | $0 | 2005 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $150,000 | $0 | $89,665,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $89,665,000 | $0 | 2009 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $0 | $0 | $165,000,000 | $0 | $0 | $165,000,000 | $0 | $0 | $0 | $0 | $0 | $0 | 2012 | false | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | Yes (true) | 0.0052 | 0.0 | 0.0052 | false | false | Yes (true) | ||
| B | 0.0 | ||||||||||||
| C | false | Yes (true) | false | false | 0.0067 | 0.0 | 0.0067 | false | Yes (true) | Yes (true) | 0.0016 | Yes (true) | |
| D | false | false | false | false | Yes (true) | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
| B | false | false | Yes (true) | false | Yes (true) | false | false | false | Yes (true) |
| C | false | false | Yes (true) | false | Yes (true) | false | false | false | Yes (true) |
| D | false | false | Yes (true) | Yes (true) | Yes (true) | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part II, Line 3 Bond issued 04/05/2007 | The difference between issue price and total proceeds equals $3,437,682 of investment income. |
| Schedule K, Part II, Line 3 Bonds issued on 08/06/2015 | The outstanding balance of the 2007A issue ($89,665,000) was refunded by the 2015C ($45,000,000) and 2016D ($44,665,000) issues on August 6, 2015. |
| Schedule K, Part II, Line 3 Bond issued on 12/21/2017 | The difference between issue price and total proceeds is the Original Issue Premium of $9,631,168. |
| Schedule K, Part III, Line 8c Bond issued 08/06/2015, Column D | Voluntary closing agreement request filed on November 17, 2020 pursuant to the IRS-TEB's Voluntary Closing Agreement Program (VCAP) with respect to an "identified violation" described in Section 7.2.3.4.3(2) of the Internal Revenue Manual; fully executed closing agreement with respect to this violation, confirming that holders of the 2015C and 2015D bonds will not be required to include interest thereon in gross income as a result of the violation, received from the IRS on September 1, 2021. |
| Schedule K, Part VI Bond issued on 04/26/2016 | As reflected in the IRS Form 8038 that was filed in connection with the issuance of the Series 2016A bonds, 100% of the proceeds of the issue were deposited on the issue date of the Series 2016A bonds in an irrevocable escrow fund to advance refund certain tax-exempt obligations issued for the benefit of the College in 2009. As reflected in a Verification Report dated April 29, 2016, which was prepared by a third party in connection with the issuance of the Series 2016A bonds, the aggregate yield of the investments in such escrow fund is less than the yield on the Series 2016A bonds for the yield computation period during which amounts in the escrow fund will remain unspent. Accordingly, no rebate liability has arisen or will arise under Code Section 148(f) with respect to the Series 2016A bonds, and no rebate computation was required to be prepared in connection with the Series 2016A bonds. |
| Schedule K, Part VI Bond issued on 12/21/2017 | As reflected in the IRS Form 8038 that was filed in connection with the issuance of the Series 2017 bonds, after paying certain issuance costs, the remaining proceeds were deposited on the issue date in an irrevocable escrow fund to advance refund certain tax-exempt obligations issued for the benefit of the College in 2009. As reflected in a Verification Report dated December 21, 2017, which was prepared by a third party in connection with the issuance of the Series 2017 bonds, the aggregate yield of the investments in such escrow fund is less than the yield on the Series 2017 bonds for the yield computation period during which amounts in the escrow fund will remain unspent. Accordingly, no rebate liability has arisen or will arise for Series 2017 issue, and no rebate computation was required to be prepared in connect with the Series 2017 bonds. |
| Schedule K, Part IV, Line 2c COLUMN A | Issuer name: New Hampshire Health & Educ Facilities Authority The calculation for computing no rebate due was performed on 08/10/2012 |
| Schedule K, Part IV, Line 2c COLUMN D | Issuer name: New Hampshire Health & Educ Facilities Authority The calculation for computing no rebate due was performed on 04/29/2016 |
| Schedule K, Part IV, Line 2c COLUMN A | Issuer name: New Hampshire Health & Educ Facilities Authority The calculation for computing no rebate due was performed on 12/21/2017 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | New Hampshire Health & Educ Facilities Authority | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 020279866 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2017-12-21 | BondIssuedDt |
| Issue Price | $37,660,000 | IssuePriceAmt |
| Purpose | Partially defeased 06-18-09 09A issue | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $0 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $47,291,168 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $46,939,540 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $351,628 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $0 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2012 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | false | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (true) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | Yes (true) | EngageBondCounselResearchInd |
| Private Bus Use By Others | 0.0 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.0 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.0 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | Yes (true) | ExceptionToRebateInd |
| No Rebate Due | Yes (true) | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Paul Young | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Spouse of Former Officer | RelationshipDescriptionTxt |
| Transaction | $178,165 | TransactionAmt |
| Transaction | Calendar 2022 employee compensation | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $22 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - Valued at $1 per allocation/donor credit | MethodOfDeterminingRevenuesTxt |
Art Fractional Interest ArtFractionalInterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - Valued at $1 per allocation/donor credit | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 609 | ContributionCnt |
| Noncash Contributions Rpt F990 | $46,617,312 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $25,600 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,230,001 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - 1 - mkt value. 1 - $1 per allocation/donor credit. | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - Valued at $1 per allocation/donor credit | MethodOfDeterminingRevenuesTxt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - Valued at $1 per allocation/donor credit | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Horses and equestrian equipment | 3 | $3 | Other - Valued at $1 per allocation/donor credit |
| Yes (X) | Self-created items/archival records | 3 | $4 | Other - Valued at $1 per allocation/donor credit |
| Yes (X) | Scientific, Athletic and Office Equipment | 6 | $8 | Other - Valued at $1 per allocation/donor credit |
| Yes (X) | Mineral Rights | 1 | $1 | Other - Valued at $1 per allocation/donor credit |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 13 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I, Line 33 | Pursuant to accounting standards codification 958 (ASC 958), Dartmouth Does not capitalize its collections, including works of art, literary works, historical treasures and artifacts that are maintained in its museums and libraries. Non-cash contributions of this nature are, therefore, not recognized as revenue for financial statement purposes, except for a nominal value of $1 each. These collections are protected and preserved for public exhibition, education, research and the furtherance of public service. Other non-cash contributions with no readily ascertainable fair value or which are deemed immaterial are not recognized as revenue for financial statement purposes, except for a nominal value of $1 each. |
| Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions | Dartmouth occasionally uses third parties, including auction houses, to sell specialized items such as jewelry and art. |
| Schedule M, Part I Explanations of reporting method for number of contributions | Art - Works of art - Number of contributions Securities - Publicly traded - Number of contributions Securities - Closely held stock - Number of contributions Other - Horses and equestrian equipment Number of contributions Other - Self-created items/archival records Number of contributions Art - Fractional interests - Number of contributions Clothing and household goods - Number of contributions Collectibles - Number of contributions Real estate - Residential - Number of contributions Historical artifacts - Number of contributions Other - Scientific, Athletic and Office Equipment Number of contributions Other - Mineral Rights Number of contributions |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part IV, Line 28c Business transactions with interested persons | Specialized and rigorous conflict-of-interest requirements apply to Dartmouth investments with firms in which related parties (e.g., Trustees or non-Trustee Investment Committee members, as well as other categories of officers and Dartmouth employees) have a financial interest. Under the New Hampshire Pecuniary Benefit Law (Revised Statutes Annotated, Chapter 7:19-a) and Dartmouth's Policy on Pecuniary Benefit Transactions and Related Party Investments, such investments are subject to substantial oversight. Before such an investment may be made, the Investment Office must submit to the Board of Trustees, or the delegated board committee, an analysis documenting (1) that the transaction is fair and reasonable to Dartmouth; and (2) that the terms of the investment are no less favorable to Dartmouth than the terms of other recent similar investments not involving related parties. The analysis must also document that Dartmouth's investment would not comprise more than 10% of the fund and must verify that other institutional investors have committed to participate in the same fund. Based on this information, the proposed investment is considered by both the Investment Committee and Audit and Oversight Committee of the Board of Trustees, and the full Board of Trustees when the related party is a Trustee or Dartmouth College officer. In each instance, any Trustee, non-Trustee Investment Committee member, or Dartmouth College officer associated with the firm involved in the investment must be recused from the discussion and vote. The investment may not be made unless both the Investment and Audit and Oversight Committees approve by a two-thirds majority of disinterested members, and in the instance of a related party Trustee, approval by a two-thirds majority of disinterested members of the Board of Trustees. In accordance with State law, a notice of the proposed investment, if in the amount of $5,000 or more - identifying Dartmouth, the related party, the investment firm, and the amount of the investment - is then filed with the State Attorney General's Office and published in the local daily newspaper, before the investment can occur. On an annual basis, the Chief Investment Officer must submit a report to the Audit and Oversight Committee containing information about related party investments, including a comparison of the performance of such investments with the performance of other investments during the previous fiscal year. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The 990 review process is as follows: A draft of the completed Form 990 is sent to the Audit and Oversight Committee which then meets with senior management personnel to review the process by which the Form 990 was prepared, discuss any items of significance, and resolve any questions. The Audit and Oversight Committee then votes to accept the Form 990 based on management's representations. Prior to the return being filed, a draft of the complete Form 990 is provided to the full board. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Compliance with Dartmouth's institution-wide Conflict of Interest policy is required by Dartmouth policy. Compliance is monitored by the Office of General Counsel, which reviews information concerning potential conflicts solicited from approximately 370 trustees, faculty, and staff members each year. Compliance with the requirements of the policy concerning researchers engaged in externally sponsored research is enforced and monitored by the Office of the Provost, and particularly by the Office of Sponsored Projects and the Conflict of Interest Committee of the Council on Sponsored Activities which, in accordance with federal regulations, solicit information from researchers concerning financial interest that may affect or be affected by proposed research. In addition, the Office of the General Counsel and the Investment Office monitor compliance with the policy on Pecuniary Benefit Transactions and related party investments. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The process for determining the compensation of Dartmouth's President and other officers and key employees is as follows: (1) Comparability data are gathered by the Director of Compensation from a compensation survey conducted by a nationally known compensation consulting firm and shared with Officials responsible for setting the compensation for the officers and key employees reporting to such official. (2) Recommendations for compensation adjustments for officers and key employees are prepared by the officials responsible for setting the compensation of said employees, using comparability data and a review of the employee's performance. (3) The Officials' recommendations are presented for approval to the Compensation Subcommittee of the Governance/Nominating Committee of the Board, together with the comparability data. The President and the Investment Committee jointly approve the Chief Executive Officer - Investment Office's compensation based on comparability data.(4) Comparability data for the President's compensation is prepared by a nationally known compensation consulting firm for the Compensation Subcommittee. The Subcommittee's recommendations for the President are presented for approval to the Board of Trustees' Executive Committee. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | The process for determining the compensation for Dartmouth's other officers and key employees is described above. |
| Form 990, Part VI, Line 19 Required documents available to the public | Dartmouth makes its governing document (The Charter of Dartmouth College), conflict of interest policies and financial statements available to the public by posting these documents on its website. |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | All other - Total Revenue: 17156247, Related or Exempt Function Revenue: 16874505, Unrelated Business Revenue: 281742, Revenue Excluded from Tax Under Sections 512, 513, or 514: 0; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Net change in split interest agreement - -12093613; Net unrealized change in value of non-investment items - 68884026; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| South Street Downtown Holdings Inc | ||||||||||||
| 7 Lebanon Street | Suite 302 | Hanover | NH | 03755 | 020518373 | Real Estate Holding | NH | 501(c)(25) | Trustees of Dartmouth College | Yes (true) | ||
| Seven Lebanon Street Inc | ||||||||||||
| 7 Lebanon Street | Suite 302 | Hanover | NH | 03755 | 020514301 | Real Estate Holding | NH | 501(c)(25) | Trustees of Dartmouth College | Yes (true) | ||
| Foundation for Jewish Life at Dartmouth | ||||||||||||
| 7 Lebanon Street | Suite 302 | Hanover | NH | 03755 | 020486238 | Real Estate Holding | NH | 501(c)(2) | Trustees of Dartmouth College | Yes (true) | ||
| Hamden Assurance Risk Retention Group Inc | ||||||||||||
| 30 Main Street | Suite 330 | Burlington | VT | 05401 | 208530788 | Insurance | VT | 501(c)(3) | Dartmouth-Hitchcock Clinic | false | Type I | |
| The Dartmouth Educational Association | ||||||||||||
| 3 Stoneview Lane | Sharon | MA | 02067 | 046045227 | Educational Loans | MA | 501(c)(3) | NA | false | Type III-FI | ||
| Dartmouth College Trust | ||||||||||||
| 7 Lebanon Street | Suite 302 | Hanover | NH | 03755 | Fundraising | NA | Yes (true) | UK | ||||
| Dartmouth-Hitchcock Medical Center | ||||||||||||
| One Medical Center Drive | Lebanon | NH | 03756 | 222715483 | Health Care Administration | NH | 501(c)(3) | NA | false | Type I | ||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Farmstead TR Holdings LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 NORTH BROAD ST 3RD FLOOR | AddressLine1Txt |
| City | Ridgewood | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07450 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 920562349 | EIN |
| Primary Activities | Investments | PrimaryActivitiesTxt |
| Legal Domicile State | NJ | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Excluded | PredominantIncomeTypeTxt |
| Share Of Total Income | $6,306,595 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $0 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| UBI Code V | $0 | UBICodeVAmt |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
| Ownership | 0.7712 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| Charitable Remainder Unitrusts (82) | ||||
| Fundraising/Development | NH | Trustees of Dartmouth College | Trust | false |
| Pooled Income Funds (3) | ||||
| Fundraising/Development | NH | Trustees of Dartmouth College | Trust | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (10 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Foundation for Jewish Life at Dartmouth | ||
| L | $139,137 | Cost |
| Foundation for Jewish Life at Dartmouth | ||
| R | $237,458 | Cost |
| Seven Lebanon Street Inc | ||
| K | $1,548,948 | Cost |
| Seven Lebanon Street Inc | ||
| L | $182,510 | Cost |
| Seven Lebanon Street Inc | ||
| S | $450,000 | Cost |
| South Street Downtown Holdings Inc | ||
| K | $164,711 | Cost |
| South Street Downtown Holdings Inc | ||
| L | $190,134 | Cost |
| South Street Downtown Holdings Inc | ||
| S | $750,000 | Cost |
| Charitable Remainder Trusts | ||
| S | $1,933,799 | Cost |
| Dartmouth Trust | ||
| C | $741,677 | Cost |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part IV Charitable Remainder Trusts and Pooled income funds | FormAndLineReferenceDesc |
| Explanation | Dartmouth College controls a total of 82 charitable remainder trusts and 3 pooled income funds, all domiciled in the state of new Hampshire. | ExplanationTxt |
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