TRUSTEES OF THE SMITH COLLEGE: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: TRUSTEES OF THE SMITH COLLEGE (EIN 04-1843040)
Tax period: 2021-07-01 to 2022-06-30
Filed: 2023-05-15
IRS object ID: 202311359349305991
Schema version: 2021v4.2
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 D
Schedule E
Schedule F
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-05-15T10:42:59-05:00	ReturnTs
Tax Period End	2022-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PRICEWATERHOUSECOOPERS LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	101 SEAPORT BLVD SUITE 500	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02210	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	041843040	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE TRUSTEES OF THE SMITH COLLEGE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% JILLIAN MCGRATH	InCareOfNm
Business Name Control	TRUS	BusinessNameControlTxt
Phone	4135852200	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	COLLEGE HALL 204 10 ELM STREET	AddressLine1Txt
City	NORTHAMPTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01063	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DAVID DESWERT	PersonNm
Person Title	EVP F&A & TREASURER	PersonTitleTxt
Phone	4135852200	PhoneNum
Signature	2023-05-11	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	DAVID	PersonFirstNm
Person Last	DESWERT	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PAUL TANIS	PreparerPersonNm
PTIN	P01441612	PTIN
Phone	6175305000	PhoneNum
Preparation	2023-05-09	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	KATHLEEN MCCARTNEY	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	COLLEGE HALL 204 10 ELM ST	AddressLine1Txt
City	NORTHAMPTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01063	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,749,341,765	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SMITH.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1871	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	SEE SCHEDULE O	ActivityOrMissionDesc
Voting Members Governing Body	31	VotingMembersGoverningBodyCnt
Voting Members Independent	30	VotingMembersIndependentCnt
Total Employee	3880	TotalEmployeeCnt
Total Volunteers	5000	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$101,443,020	PYContributionsGrantsAmt
CY Contributions Grants	$60,738,510	CYContributionsGrantsAmt
PY Program Service Revenue	$143,786,700	PYProgramServiceRevenueAmt
CY Program Service Revenue	$207,100,530	CYProgramServiceRevenueAmt
PY Investment Income	$230,475,872	PYInvestmentIncomeAmt
CY Investment Income	$435,730,855	CYInvestmentIncomeAmt
PY Other Revenue	$5,799,518	PYOtherRevenueAmt
CY Other Revenue	$7,593,853	CYOtherRevenueAmt
PY Total Revenue	$481,505,110	PYTotalRevenueAmt
CY Total Revenue	$711,163,748	CYTotalRevenueAmt
PY Grants And Similar Paid	$73,604,087	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$96,288,376	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$131,488,950	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$149,266,979	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$6,302,317	CYTotalFundraisingExpenseAmt
PY Other Expenses	$87,276,093	PYOtherExpensesAmt
CY Other Expenses	$123,937,303	CYOtherExpensesAmt
PY Total Expenses	$292,369,130	PYTotalExpensesAmt
CY Total Expenses	$369,492,658	CYTotalExpensesAmt
PY Revenues Less Expenses	$189,135,980	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$341,671,090	CYRevenuesLessExpensesAmt
Total Assets BOY	$3,541,477,640	TotalAssetsBOYAmt
Total Assets EOY	$3,540,762,539	TotalAssetsEOYAmt
Total Liabilities BOY	$489,734,500	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$580,026,627	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$3,051,743,140	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$2,960,735,912	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SMITH COLLEGE EDUCATES WOMEN OF PROMISE FOR LIVES OF DISTINCTION AND PURPOSE. A COLLEGE OF AND FOR THE WORLD, SMITH COLLEGE LINKS THE POWER OF THE LIBERAL ARTS TO EXCELLENCE IN RESEARCH AND SCHOLARSHIP, DEVELOPING LEADERS FOR SOCIETY'S CHALLENGES. SEE SCHEDULE O.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$271,329,756	ExpenseAmt
Grant	$88,645,013	GrantAmt
Revenue	$189,544,794	RevenueAmt
Desc	UNDERGRADUATE EDUCATIONAL PROGRAMS PLEASE SEE SCHEDULE O FOR DETAIL	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$12,791,954	ExpenseAmt
Grant	$4,009,198	GrantAmt
Revenue	$9,023,694	RevenueAmt
Desc	THE SCHOOL FOR SOCIAL WORK PLEASE SEE SCHEDULE O FOR DETAIL	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$3,643,728	ExpenseAmt
Grant	$3,049,047	GrantAmt
Revenue	$3,354,661	RevenueAmt
Desc	GRADUATE EDUCATIONAL PROGRAM PLEASE SEE SCHEDULE O FOR DETAIL	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$7,087,079	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$585,118	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$11,843,557	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$294,852,517	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	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	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (true)	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	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	Yes (true)	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	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	3837	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	3880	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	FR	ForeignCountryCd
Foreign Country	GM	ForeignCountryCd
Foreign Country	IT	ForeignCountryCd
Foreign Country	SZ	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	Yes (true)	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	31	GoverningBodyVotingMembersCnt
Independent Voting Member	30	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (true)	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	false	LocalChaptersInd
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
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	JILLIAN MCGRATH	PersonNm
Phone	4135852200	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	COLLEGE HALL 204 10 ELM STREET	AddressLine1Txt
City	NORTHAMPTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01063	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (48 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
KATHLEEN MCCARTNEY
PRESIDENT	40.0	0.0	Yes (X)	Yes (X)	$737,855	$0	$177,133
BETH B RAFFELD
VP FOR DEVELOPMENT	40.0	0.0			$462,222	$0	$37,818	Yes (X)
DAVID C DESWERT
EVP F&A & Treasurer	40.0	0.0		Yes (X)	$358,797	$0	$46,624
LISA M HOWIE
CHIEF INVESTMENT OFFICER	40.0	0.0		Yes (X)	$346,684	$0	$44,063
LAURIE FENLASON
VP FOR PUBLIC AFFAIRS	40.0	0.0			$306,098	$0	$55,420	Yes (X)
SAMANTHA S EARP
VP FOR IT	40.0	0.0			$274,217	$0	$64,035	Yes (X)
JAMES GRAY
AVP FACILITIES & OPERATIONS	40.0	0.0			$281,153	$0	$44,120	Yes (X)
MICHAEL T THURSTON
PROVOST & DEAN OF THE FACULTY	40.0	0.0		Yes (X)	$254,596	$0	$63,248
BAISHAKHI TAYLOR
DEAN OF COLLEGE/VP CAMPUS LIFE	40.0	0.0			$267,908	$0	$46,313	Yes (X)
MARIANNE YOSHIOKA
DEAN OF SSW	40.0	0.0			$266,847	$0	$41,665		Yes (X)
JOSEPH O'ROURKE
PROFESSOR	40.0	0.0			$254,780	$0	$50,350		Yes (X)
JULIA YAGER
VP OF COLLEGE RELATIONS & COMM	40.0	0.0			$285,607	$0	$16,828		Yes (X)
ANNE-MARIE SZMYT
AVP FOR HR	40.0	0.0			$224,117	$0	$57,422		Yes (X)
LEONARD BERKMAN
PROFESSOR	40.0	0.0			$217,910	$0	$26,704		Yes (X)
MATTHEW MOTYKA
ASSOC TREASURER & CONTROLLLER	40.0	0.0		Yes (X)	$180,996	$0	$50,183
AUDREY YALE SMITH
VP ENROLLMENT (THRU 6/30/21)	40.0	0.0			$166,585	$0	$32,098	Yes (X)
ELENA J PALLADINO
SECRETARY	40.0	0.0		Yes (X)	$117,839	$0	$43,434
SUSAN M ETHEREDGE
DEAN/VP CAMPUS LIFE	40.0	0.0			$124,889	$0	$23,842			Yes (X)
DEBORAH KEIKO REEVES BERGER
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
MADELEINE MORGAN FACKLER
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
MARCIA L MACHARG
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
MOHSEN MOSTAFAVI
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
BEVERLY A MORGAN-WELCH
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
ALISON OVERSETH
TRUSTEE, CHAIR	5.0	0.0	Yes (X)		$0	$0	$0
PATRICIA FRIEDMAN RIBAKOFF
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
BEVERLY DANIEL TATUM
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
DEBORAH LINDENAUER WEINBERG
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
MATTIE PETERSON COMPTON
TRUSTEE, VICE CHAIR	5.0	0.0	Yes (X)		$0	$0	$0
DEBORAH DECOTIS
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
CYNTHIA MEYN
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
SUSAN MAY MOLINEAUX
TRUSTEE, VICE CHAIR	5.0	0.0	Yes (X)		$0	$0	$0
SHARMEEN OBAID-CHINOY
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
MARGARET WURTELE
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
FARAH CHAMPSI
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
ANU AIYENGAR
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
PAMELA J CRAIG
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
ABIGAIL EDWARDS
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
LILE R GIBBONS
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
TERRY W HARTLE
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
KIMBERLY A SCOTT
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
ANDREA AUERBACH
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
LISA BLACK
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
ALICIA CAREW HAMMARSKJOLD
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
PEGGY LIU
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
DAVID W OXTOBY
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
CLAUDIA SAN PEDRO
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
SARAH STAPLETON
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
PEGGIE WARD KOON
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$5,129,100	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$921,300	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	271	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
INVESTURE LLC
126 GARRETT ST	CHARLOTTESVILLE	VA	22902	INVESTMENT MGMT	$15,063,874
HURON CONSULTING GROUP INC
550 WEST VAN BUREN ST	CHICAGO	IL	60607	CONSULTING	$5,041,646
KEITER BUILDING INC
51A HATFIELD STREET	NORTHAMPTON	MA	01060	CONSTRUCTION MGMT	$4,019,409
SALAS O'BRIEN NORTH LLC
2720 ARBOR COURT STE A	AUE CLAIRE	WI	54701	CONSULTING	$2,418,630
FIVE COLLEGES INC
97 SPRING STREET	AMHERST	MA	01002	SHARED SERVICES	$1,843,798

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	80	CntrctRcvdGreaterThan100KCnt
Government Grants	$10,882,564	GovernmentGrantsAmt
All Other Contributions	$49,855,946	AllOtherContributionsAmt
Noncash Contributions	$8,152,031	NoncashContributionsAmt
Total Contributions	$60,738,510	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
UNDERGRADUATE PROGRAMS	611600	$189,544,794	$189,544,794
SCHOOL FOR SOCIAL WORK	611600	$9,023,694	$9,023,694
GRADUATE PROGRAMS	611600	$3,354,661	$3,354,661
EXECUTIVE EDUCATION & SUMMER PROGRAMS	611310	$1,442,286	$1,442,286
CAMPUS SCHOOL & CENTER FOR EARLY CHILDHOOD	611600	$3,735,095	$3,735,095

Field	Value	IRS element (for citing)
Total Program Service Revenue	$207,100,530	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$19,456,285	TotalRevenueColumnAmt
Exclusion	$19,456,285	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$66,152	TotalRevenueColumnAmt
Exclusion	$66,152	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$2,986,812	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$2,125,287	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$861,525	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$861,525	TotalRevenueColumnAmt
Exclusion	$861,525	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,451,797,475	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$1,035,522,905	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$416,274,570	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$416,274,570	TotalRevenueColumnAmt
Exclusion	$416,274,570	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

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

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$607,623	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$529,825	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$77,798	TotalRevenueColumnAmt
Related Or Exempt Func Income	$77,798	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
DEPARTMENTAL	611600	$2,567,414	$2,567,414
REBATES AND REIMBURSEMENTS	721000	$2,072,710	$2,072,710
GENERAL SERVICES	611600	$1,410,530	$1,410,530

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$537,724	TotalRevenueColumnAmt
Related Or Exempt Func Income	$537,724	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$6,588,378	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$711,163,748	TotalRevenueColumnAmt
Related Or Exempt Func Income	$213,766,706	RelatedOrExemptFuncIncomeAmt
Exclusion	$436,658,532	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$628,447	TotalAmt
Program Services	$628,447	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$93,967,853	TotalAmt
Program Services	$93,967,853	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$1,692,076	TotalAmt
Program Services	$1,692,076	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$5,024,007	TotalAmt
Management And General	$4,510,341	ManagementAndGeneralAmt
Fundraising	$513,666	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$156,300	TotalAmt
Program Services	$156,300	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$106,753,319	TotalAmt
Program Services	$86,640,747	ProgramServicesAmt
Management And General	$16,523,393	ManagementAndGeneralAmt
Fundraising	$3,589,179	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$9,117,882	TotalAmt
Program Services	$7,973,957	ProgramServicesAmt
Management And General	$806,772	ManagementAndGeneralAmt
Fundraising	$337,153	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$19,359,222	TotalAmt
Program Services	$15,317,480	ProgramServicesAmt
Management And General	$3,325,677	ManagementAndGeneralAmt
Fundraising	$716,065	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$8,856,249	TotalAmt
Program Services	$6,943,706	ProgramServicesAmt
Management And General	$1,587,329	ManagementAndGeneralAmt
Fundraising	$325,214	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$798,959	TotalAmt
Program Services	$67,303	ProgramServicesAmt
Management And General	$731,656	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$313,017	TotalAmt
Program Services	$34,914	ProgramServicesAmt
Management And General	$278,103	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$21,305,909	TotalAmt
Management And General	$21,305,909	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$14,854,624	TotalAmt
Program Services	$7,919,397	ProgramServicesAmt
Management And General	$6,634,624	ManagementAndGeneralAmt
Fundraising	$300,603	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$157,165	TotalAmt
Program Services	$70,960	ProgramServicesAmt
Management And General	$86,036	ManagementAndGeneralAmt
Fundraising	$169	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,219,258	TotalAmt
Program Services	$470,850	ProgramServicesAmt
Management And General	$698,016	ManagementAndGeneralAmt
Fundraising	$50,392	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$7,265,877	TotalAmt
Program Services	$3,220,987	ProgramServicesAmt
Management And General	$3,972,640	ManagementAndGeneralAmt
Fundraising	$72,250	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$12,369,736	TotalAmt
Program Services	$10,991,319	ProgramServicesAmt
Management And General	$1,378,346	ManagementAndGeneralAmt
Fundraising	$71	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,639,003	TotalAmt
Program Services	$1,271,975	ProgramServicesAmt
Management And General	$260,380	ManagementAndGeneralAmt
Fundraising	$106,648	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,606,279	TotalAmt
Program Services	$1,154,444	ProgramServicesAmt
Management And General	$385,095	ManagementAndGeneralAmt
Fundraising	$66,740	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$14,422,856	TotalAmt
Program Services	$13,694,365	ProgramServicesAmt
Management And General	$671,624	ManagementAndGeneralAmt
Fundraising	$56,867	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$21,105,175	TotalAmt
Program Services	$20,335,642	ProgramServicesAmt
Management And General	$751,886	ManagementAndGeneralAmt
Fundraising	$17,647	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$3,532,508	TotalAmt
Program Services	$287,765	ProgramServicesAmt
Management And General	$3,244,743	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PROVISIONS	$5,644,806	$5,543,439	$100,361	$1,006
BOOKS,PERIODICALS,PUBLICATIONS	$5,323,964	$4,828,852	$488,394	$6,718
DEPARTMENTAL	$8,023,621	$7,809,529	$72,163	$141,929
COLLEGE COLLABORATION EXP	$1,207,110	$682,774	$524,336	$0

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,147,436	TotalAmt
Program Services	$3,147,436	ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$369,492,658	TotalAmt
Program Services	$294,852,517	ProgramServicesAmt
Management And General	$68,337,824	ManagementAndGeneralAmt
Fundraising	$6,302,317	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$453,401	BOYAmt
EOY	$1,093,456	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$129,652,689	BOYAmt
EOY	$208,814,370	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$87,448,101	BOYAmt
EOY	$72,743,603	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$6,028,240	BOYAmt
EOY	$7,593,192	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$45,765	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	$5,092,104	BOYAmt
EOY	$4,937,720	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$1,107,673	BOYAmt
EOY	$1,089,800	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$10,053,916	BOYAmt
EOY	$9,222,456	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,040,121,591	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$424,249,803	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$597,670,174	BOYAmt
EOY	$615,871,788	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$236,970,853	BOYAmt
EOY	$478,586,197	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$2,462,226,577	BOYAmt
EOY	$2,134,384,976	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$2,334,756	BOYAmt
EOY	$2,328,996	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$2,439,156	BOYAmt
EOY	$4,050,220	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,541,477,640	BOYAmt
EOY	$3,540,762,539	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$27,894,211	BOYAmt
EOY	$28,946,642	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	$6,523,672	BOYAmt
EOY	$7,239,829	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$72,960,000	BOYAmt
EOY	$72,960,000	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$11,744,794	BOYAmt
EOY	$12,187,096	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	$1,574,559	BOYAmt
EOY	$1,512,831	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$290,608,562	BOYAmt
EOY	$390,574,781	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$78,428,702	BOYAmt
EOY	$66,605,448	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$489,734,500	BOYAmt
EOY	$580,026,627	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$909,042,915	BOYAmt
EOY	$889,943,657	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,142,700,225	BOYAmt
EOY	$2,070,792,255	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,051,743,140	BOYAmt
EOY	$2,960,735,912	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,541,477,640	BOYAmt
EOY	$3,540,762,539	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$341,671,090	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$439,757,833	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$7,079,515	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	$65,089,180	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$50,316,361	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$69,860,771	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$101,443,020	CurrentTaxYearMinus1YearAmt
Current Tax Year	$60,738,510	CurrentTaxYearAmt
Total	$347,447,842	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$65,089,180	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$50,316,361	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$69,860,771	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$101,443,020	CurrentTaxYearMinus1YearAmt
Current Tax Year	$60,738,510	CurrentTaxYearAmt
Total	$347,447,842	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$42,762,817	SubstantialContributorsTotAmt
Public Support Total170	$304,685,025	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$17,833,165	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$12,389,991	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$19,302,003	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$12,997,358	CurrentTaxYearMinus1YearAmt
Current Tax Year	$22,443,097	CurrentTaxYearAmt
Total	$84,965,614	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,017,349	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$773,691	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$680,949	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$436,515	CurrentTaxYearMinus1YearAmt
Current Tax Year	$607,623	CurrentTaxYearAmt
Total	$3,516,127	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$435,929,583	TotalSupportAmt
Gross Receipts Rltd Activities	$1,018,309,776	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.69893	PublicSupportCY170Pct
Public Support PY170	0.70432	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

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 D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$802,722	RevenuesIncludedAmt
Assets Included	$72,014,470	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Held Works Art		HeldWorksArtGrp
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

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

Field	Value	IRS element (for citing)
Collection Used Other Purposes	Yes (X)	CollectionUsedOtherPurposesInd
Other Purposes	TEACHING PRIMARY RESEARCH METHODS	OtherPurposesDesc

Field	Value	IRS element (for citing)
Solicited Assets Sale	false	SolicitedAssetsSaleInd
Agent Trustee Etc	false	AgentTrusteeEtcInd
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	$2,559,082,629	BeginningYearBalanceAmt
Contributions	$41,695,530	ContributionsAmt
Investment Earnings Or Losses	-$13,195,108	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$42,848,801	GrantsOrScholarshipsAmt
Other Expenditures	$72,529,960	OtherExpendituresAmt
Administrative Expenses	$4,208,586	AdministrativeExpensesAmt
End Year Balance	$2,467,995,704	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,907,178,022	BeginningYearBalanceAmt
Contributions	$33,524,285	ContributionsAmt
Investment Earnings Or Losses	$712,279,624	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$34,886,163	GrantsOrScholarshipsAmt
Other Expenditures	$58,374,432	OtherExpendituresAmt
Administrative Expenses	$638,707	AdministrativeExpensesAmt
End Year Balance	$2,559,082,629	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,913,252,543	BeginningYearBalanceAmt
Contributions	$49,022,794	ContributionsAmt
Investment Earnings Or Losses	$35,832,489	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$34,080,356	GrantsOrScholarshipsAmt
Other Expenditures	$55,521,927	OtherExpendituresAmt
Administrative Expenses	$1,327,521	AdministrativeExpensesAmt
End Year Balance	$1,907,178,022	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,875,092,651	BeginningYearBalanceAmt
Contributions	$12,593,335	ContributionsAmt
Investment Earnings Or Losses	$119,836,373	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$34,373,370	GrantsOrScholarshipsAmt
Other Expenditures	$57,606,484	OtherExpendituresAmt
Administrative Expenses	$2,289,962	AdministrativeExpensesAmt
End Year Balance	$1,913,252,543	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,767,465,922	BeginningYearBalanceAmt
Contributions	$30,112,881	ContributionsAmt
Investment Earnings Or Losses	$168,979,224	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$33,155,169	GrantsOrScholarshipsAmt
Other Expenditures	$53,704,678	OtherExpendituresAmt
Administrative Expenses	$4,605,529	AdministrativeExpensesAmt
End Year Balance	$1,875,092,651	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.20620	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.23790	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.55590	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (true)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$4,568,678	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$4,721,368	OtherCostOrOtherBasisAmt
Book Value	$9,290,046	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$16,487,096	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$796,225,537	OtherCostOrOtherBasisAmt
Depreciation	$321,331,591	DepreciationAmt
Book Value	$491,381,042	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)
Other Cost Or Other Basis	$162,207,926	OtherCostOrOtherBasisAmt
Depreciation	$91,763,814	DepreciationAmt
Book Value	$70,444,112	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$55,910,986	OtherCostOrOtherBasisAmt
Depreciation	$11,154,398	DepreciationAmt
Book Value	$44,756,588	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$615,871,788	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
LIMITED PARTNERSHIPS	$2,112,183,835	F
FUNDS HELD BY OUTSIDE TRUSTEE	$22,201,141	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$2,134,384,976	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
INTEREST RATE SWAPS	$7,079,411
LIFE INCOME OBLIGATIONS	$20,138,642
POST RETIREMENT AND SEPARATION	$5,438,315
FIN 47 OBLIGATION	$23,154,269
LEASE LIABILITIES	$10,794,811

Field	Value	IRS element (for citing)
Total Liability	$66,605,448	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PART III, LINE 4	FROM ITS BEGINNING IN THE 1870'S, THE SMITH COLLEGE MUSEUM OF ART (SCMA) HAS BEEN GUIDED BY THE UNDERSTANDING THAT ORIGINAL WORKS OF ART CAN BE A POWERFUL COMPONENT OF THE LIBERAL ARTS EDUCATION, EMBODYING AESTHETIC REWARDS AND A WEALTH OF INFORMATION ABOUT HISTORY AND HUMAN CULTURE. THE COMMITMENT TO FORMING AN ART COLLECTION THAT WOULD BE A VITAL PART OF EDUCATIONAL EXPERIENCES WAS ARTICULATED AS ONE OF THE FOUNDING GOALS OF SMITH COLLEGE. THE MUSEUM THAT HAS GROWN FROM THAT EARLY VISION HAS EVOLVED IN CONCERT WITH THE ACADEMIC PROGRAM IT EXISTS TO SUPPORT. TODAY SCMA IS WIDELY RECOGNIZED AS ONE OF THE LEADING ACADEMIC MUSEUMS IN THE NATION, CONTRIBUTING MEANINGFULLY TO SMITH COLLEGE'S MISSION TO EDUCATE WOMEN OF PROMISE FOR LIVES OF DISTINCTION AND PURPOSE. THE MUSEUM'S PERMANENT COLLECTION INCLUDES WORKS CREATED FROM ANTIQUITY TO THE PRESENT DAY BY ARTISTS FROM AROUND THE WORLD. IT INCLUDES PAINTINGS, SCULPTURE, WORKS ON PAPER (PRINTS, DRAWINGS, PHOTOGRAPHY, AND BOOKS), DECORATIVE ARTS, VIDEO, AND MULTIMEDIA INSTALLATIONS. THE SMITH COLLEGE LIBRARIES ADVANCE TEACHING, LEARNING, RESEARCH, AND DISCOVERY FOR SMITH STUDENTS, FACULTY AND STAFF BY OFFERING COLLECTIONS IN MULTIPLE FORMATS, PROVIDING ACCESS TO INFORMATION WORLDWIDE, AND ESTABLISHING SERVICES AND LEARNING ENVIRONMENTS RESPONSIVE TO USERS' NEEDS. THE LIBRARIES FURTHER SUPPORT WOMEN'S EDUCATION THROUGH AN INTERNATIONALLY RECOGNIZED REPOSITORY OR ARCHIVES AND MANUSCRIPTS DOCUMENTING THE HISTORY OF WOMEN. THE LIBRARIES HOLD MORE THAN 1.4 MILLION ITEMS INCLUDING BOOKS, PERIODICALS, MICROFORMS, MAPS, SCORES, RECORDINGS, MANUSCRIPTS, GRAPHIC ARTS, MEMORABILIA AND CUNEIFORM TABLETS.
SCHEDULE D, PART IV, LINE 2B	THE COLLEGE IS THE FISCAL AGENT FOR THE ALUMNAE ASSOCIATION OF SMITH COLLEGE; SMITH STUDENTS' AID SOCIETY INC.; SMITH COLLEGE CLUB OF NEW YORK CITY; AND THE PERKINS LOAN PROGRAM.
SCHEDULE D, PART V, LINE 4	THE SMITH COLLEGE ENDOWMENT PROVIDES CRITICAL FUNDING THAT SUPPORTS FINANCIAL AID, SHAPES THE COMPOSITION OF THE FACULTY, MAINTAINS AND EXPAND FACILITIES, AND UNDERWRITES NEW INITIATIVES AND PROGRAMS. THE ENDOWMENT HAS GROWN TO PROVIDE APPROXIMATELY 42% OF OPERATING REVENUE. SMITH'S STRONG AND PRUDENT FINANCIAL MANAGEMENT ENSURES THE PURCHASING POWER OF THE ENDOWMENT FOR GENERATIONS TO COME. TOP FOUR USES OF THE ENDOWMENT FOR FY2022 WERE AS FOLLOWS: FINANCIAL AID 37%, FACULTY COMPENSATION AND RESEARCH 22%, GENERAL OPERATIONS 21%, ACADEMIC AND OTHER DEPARTMENTAL SUPPORT 20%.
SCHEDULE D, PART X, LINE 2	THE COLLEGE IS AN ORGANIZATION DESCRIBED UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(A) OF THE CODE AND APPLICABLE STATE LAWS. THE COLLEGE 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	false	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 (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE E, PART I, LINE 3

NON-DISCRIMINATION POLICY DUE TO ITS NATIONAL & INTERNATIONAL AUDIENCES FOR STUDENTS AND EMPLOYEES, SMITH COLLEGE INCLUDES ITS NOTICE OF NONDISCRIMINATION IN ALL PRINTED MARKETING MATERIALS ONLINE. SMITH COLLEGE IS COMMITTED TO MAINTAINING A DIVERSE COMMUNITY IN AN ATMOSPHERE OF MUTUAL RESPECT AND APPRECIATION OF DIFFERENCES. SMITH COLLEGE DOES NOT DISCRIMINATE IN ITS EDUCATIONAL AND EMPLOYMENT POLICIES ON THE BASES OF RACE, COLOR, CREED, RELIGION, NATIONAL/ETHNIC ORIGIN, SEX, SEXUAL ORIENTATION, GENDER IDENTITY AND EXPRESSION, GENETIC INFORMATION, AGE, DISABILITY, OR SERVICE IN THE MILITARY OR OTHER ARMED SERVICES. SMITH'S ADMISSION POLICIES AND PRACTICES ARE GUIDED BY THE SAME PRINCIPLE, CONCERNING APPLICANTS TO THE UNDERGRADUATE PROGRAM WHO IDENTIFY AS WOMEN, AND ALL APPLICANTS TO THE GRADUATE PROGRAMS. SMITH COLLEGE MEETS THE REQUIREMENTS OF SECTIONS 4.01 THROUGH 4.05 OF REV. PROC 75-50, COVERING RACIAL NONDISCRIMINATION, BECAUSE IT DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS FROM AROUND THE U.S. AND WORLD, ENROLLS STUDENTS OF RACIAL MINORITY GROUPS IN MEANINGFUL NUMBERS, AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS.

SCHEDULE E, PART I, LINE 6A

SMITH COLLEGE RECEIVED FINANCIAL AID OR ASSISTANCE FROM GOVERNMENTAL AGENCIES FOR THE BENEFIT OF ITS STUDENTS.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)	4	8	Program Services	COLLEGE STUDY PROGRAM	$1,136,957
South America	0	0	Grantmaking	SCHOLARSHIP/PRIZES	$13,440
Europe (Including Iceland and Greenland)	0	0	Grantmaking	SCHOLARSHIP/PRIZES	$1,448,361
East Asia and the Pacific	0	0	Grantmaking	SCHOLARSHIP/PRIZES	$118,931
Middle East and North Africa	0	0	Grantmaking	SCHOLARSHIP/PRIZES	$82,248
South America	0	0	Grantmaking	Scholarship/Prizes	$29,096
Europe (Including Iceland and Greenland)	0	0	Investments	INVESTMENT	$58,090
Central America and the Caribbean	0	0	Investments	INVESTMENT	$499,028,324

Field	Value	IRS element (for citing)
Subtotal Offices	4	SubtotalOfficesCnt
Subtotal Employees	8	SubtotalEmployeesCnt
Total Office	4	TotalOfficeCnt
Total Employee	8	TotalEmployeeCnt
Subtotal Spent	$501,915,447	SubtotalSpentAmt
Total Spent	$501,915,447	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (5 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt	Valuation Method UsedValuationMethodUsedDesc
FINANCIAL AID	East Asia and the Pacific	4	$118,931	CASH	N/A	FMV
FINANCIAL AID	Europe (Including Iceland and Greenland)	53	$1,448,361	CASH	N/A	FMV
FINANCIAL AID	South Asia	1	$29,096	CASH	N/A	FMV
FINANCIAL AID	South America	1	$13,440	CASH	N/A	FMV
FINANCIAL AID	Middle East and North Africa	2	$82,248	CASH	N/A	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	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE F, PART I, LINE 2	SMITH COLLEGE AWARDS SCHOLARSHIP GRANTS AND LOANS TO STUDENTS WHO DEMONSTRATE FINANCIAL NEED. EACH FAMILY SUBMITS A CONFIDENTIAL QUESTIONNARE THAT IS ASSESSED WITH THE GUIDELINES ISSUED BY THE COLLEGE SCHOLARSHIP SERVICE TO DEFINE NEED. SMITH MEETS THE FULL DEMONSTRATED FINANCIAL NEED OF ITS STUDENTS WITH A COMBINATION OF LOANS AND GRANTS. THE COLLEGE ALSO AWARDS SEVERAL MERIT-BASED GRANTS. WORK STUDY OPPORTUNITIES AND PAID INTERNSHIPS BASED ON RIGOUROUS ACADEMIC CRITERIA ARE OFFERED. EMERGENCY AND OTHER STUDENT FINANCIAL ASSISTANCE IS AVAILABLE DEPENDENT ON THE CIRCUMSTANCE WITH THE OBJECTIVE TO MEET THE STUDENT'S FULL DEMONSTRATED NEED. THE COLLEGE MONITORS ALL GRANTS TO INDIVIDUALS TO ENSURE THAT FUNDS ARE UTILIZED APPROPRIATELY. GRANTS APPLIED TO COVER TUITION AND OTHER FEES, ARE CONTINGENT ON ACADEMIC PROGRESS. INTERNSHIPS REQUIRE SATISFACTORY PARTICIPATION AND ACADEMIC CONTENT. OTHER FINANCIAL ASSISTANCE REQUIRES DEMONSTRATED NEED.
SCHEDULE F, PART I, LINE 3	THE COLLEGE ENCOURAGES STUDY ABROAD FOR ALL OF ITS UNDERGRADUATE STUDENTS. THE COLLEGE OPERATES FOUR PROGRAMS IN EUROPE. ADDITIONALLY STUDENTS MAY ATTEND OTHER PREAPPROVED PROGRAMS ABROAD. THE COLLEGE AND ITS EMPLOYEES MAY ENGAGE IN OTHER ACTIVITIES SUCH AS RESEARCH AND FUNDRAISING. FOR STUDY ABROAD, STUDENTS PAY THE COLLEGE THE COMPREHENSIVE FEE NET OF AID IN ACCORDANCE WITH STANDARD COLLEGE FINANCIAL AID POLICIES AND PROCEDURES. THE COLLEGE PAYS FOREIGN SCHOOLS TO PROVIDE TEACHING AND ACCOMMODATIONS. FOREIGN TRAVEL AND OTHER EXPENSES REQUIRE FULL REPORTING UNDER THE COLLEGE'S ACCOUNTABLE PLAN FOR REIMBURSEMENT OF BUSINESS EXPENSES. THE COLLEGE'S INVESTMENT STRATEGY ENCOMPASSES A GLOBAL APPROACH TO INVESTMENT ACTIVITIES. THE ACTUAL LOCATION OF THESE INVESTMENTS MAY VARY SIGNIFICANTLY FROM THE LEGAL DOMICILE OF THE INVESTMENT VEHICLE (FUND-OF-FUNDS).
SCHEDULE F, PART III	EXPENDITURES PER REGION ARE REPORTED ON AN ACCRUAL BASIS, WHICH IS THE METHOD USED TO ACCOUNT FOR THEM IN THE ORGANIZATION'S BOOKS AND RECORDS.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
NORTHAMPTON CHAMBER OF COMMERCE
99 PLEASANT STREET	NORTHAMPTON	MA	01060	041679420	501(C)(6)	$33,625	General Support
CITY OF NORTHAMPTON
City Hall	Northampton	MA	01060	046001406	GOV'T	$267,667	General Support	210 Main Street
NEW ENGLAND PUBLIC RADIO FDN
PO Box 2085 -	Amherst	MA	01004	046130523	501(C)(3)	$11,543	General Support
FIVE COLLEGES INC
97 SPRING STREET	AMHERST	MA	01002	046134696	501(C)(3)	$242,700	GENERAL SUPPORT
UNIVERSITY OF MASSACHUSETTS
333 SOUTH STREET SUITE 450	SHREWSBURY	MA	01545	043167352	501(C)(3)	$8,200	GENERAL SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	3	Total501c3OrgCnt
Total Other Org	2	TotalOtherOrgCnt

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

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Valuation Method UsedValuationMethodUsedDesc
Applied to Tuition/Fees Due to College	2689	$87,764,828	FMV
Academic Internships	1329	$2,243,184	FMV
Other Financial Assistance	2989	$3,404,956	FMV
Prizes	447	$554,885	FMV

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE I, PART I, LINE 2

Smith College awards scholarship grants and loans to students who are able to demonstrate financial need. Each student is required to submit a parent's confidential questionnaire which becomes the basis of determining need. Guidelines issued by the college scholarship service are used in ascertaining the financial requirement of the students. The financial need is generally met through a combination of loans and grants. Both are credited to the student's semester bill thus reducing the payment due to the college. The college also awards a relatively small number of merit-based grants. The college funds internships that meet rigorous academic criteria. Other financial assistance is provided to meet emergency type aid on a case-by-case basis. The college monitors all grants to individuals to ensure that funds are utilized appropriately. For grants applied to cover tuition and other fees, academic progress is required to ensure continued funding. Internships require proof of participation and satisfactory academic content. Other financial assistance requires demonstrated need. GRANTS TO ORGANIZATIONS ARE MADE BOTH TO GOVERNMENTAL ENTITIES AND THOSE RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS BEING DESCRIBED IN INTERNAL REVENUE CODE SECTION 501(C).

SCHEDULE I, PART II, LINE 1

SMITH COLLEGE MAKES CONTRIBUTIONS TO THE GREATER NORTHAMPTON CHAMBER OF COMMERCE, A 501(C)6 ENTITY. THE GNCC'S MISSION IS TO BE A CATALYST FOR COLLABORATION AND INNOVATION THAT FOSTER'S A THRIVING ECONOMY AND COMMUNITY, IS INVIGORATED BY DIVERSITY, EQUITY, AND INCLUSION, AND SEEKS TO SUPPORT A VIBRANT DOWNTOWN WITH A DIVERSITY OF LOCAL SMALL BUSINESSES. CONTRIBUTIONS MADE TO THE GNCC ARE NOT USED FOR LOBBYING PURPOSES.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
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
Independent Consultant	Yes (X)	IndependentConsultantInd
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	false	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
KATHLEEN MCCARTNEY
PRESIDENT	$642,013	$0	$71,476	$0	$24,366	$0	$105,697	$0	$71,436	$0	$914,988	$0	$0	$0
DAVID C DESWERT
EVP F&A & Treasurer	$336,122	$0	$21,475	$0	$1,200	$0	$35,697	$0	$10,927	$0	$405,421	$0	$0	$0
ELENA J PALLADINO
SECRETARY	$113,469	$0	$4,016	$0	$354	$0	$13,888	$0	$29,546	$0	$161,273	$0	$0	$0
MATTHEW MOTYKA
ASSOC TREASURER & CONTROLLLER	$176,377	$0	$3,963	$0	$656	$0	$22,039	$0	$28,144	$0	$231,179	$0	$0	$0
MICHAEL T THURSTON
PROVOST & DEAN OF THE FACULTY	$241,498	$0	$11,470	$0	$1,628	$0	$32,172	$0	$31,076	$0	$317,844	$0	$0	$0
AUDREY YALE SMITH
VP ENROLLMENT (THRU 6/30/21)	$125,907	$0	$10,766	$0	$29,912	$0	$19,522	$0	$12,576	$0	$198,683	$0	$0	$0
BETH B RAFFELD
VP FOR DEVELOPMENT	$436,956	$0	$21,494	$0	$3,772	$0	$35,697	$0	$2,121	$0	$500,040	$0	$0	$0
JAMES GRAY
AVP FACILITIES & OPERATIONS	$272,263	$0	$6,500	$0	$2,390	$0	$34,285	$0	$9,835	$0	$325,273	$0	$0	$0
LAURIE FENLASON
VP FOR PUBLIC AFFAIRS	$297,640	$0	$6,477	$0	$1,981	$0	$35,697	$0	$19,723	$0	$361,518	$0	$0	$0
SAMANTHA S EARP
VP FOR IT	$251,057	$0	$21,481	$0	$1,679	$0	$34,463	$0	$29,572	$0	$338,252	$0	$0	$0
SUSAN M ETHEREDGE
DEAN/VP CAMPUS LIFE	$123,650	$0	$765	$0	$474	$0	$13,919	$0	$9,923	$0	$148,731	$0	$0	$0
ANNE-MARIE SZMYT
AVP FOR HR	$216,238	$0	$6,470	$0	$1,409	$0	$27,833	$0	$29,589	$0	$281,539	$0	$0	$0
JOSEPH O'ROURKE
PROFESSOR	$251,531	$0	$1,473	$0	$1,776	$0	$31,301	$0	$19,049	$0	$305,130	$0	$0	$0
MARIANNE YOSHIOKA
DEAN OF SSW	$259,081	$0	$1,489	$0	$6,277	$0	$31,866	$0	$9,799	$0	$308,512	$0	$0	$0
BAISHAKHI TAYLOR
DEAN OF COLLEGE/VP CAMPUS LIFE	$260,624	$0	$6,299	$0	$985	$0	$33,110	$0	$13,203	$0	$314,221	$0	$0	$0
JULIA YAGER
VP OF COLLEGE RELATIONS & COMM	$261,977	$0	$10,723	$0	$12,907	$0	$0	$0	$16,828	$0	$302,435	$0	$0	$0
LISA M HOWIE
CHIEF INVESTMENT OFFICER	$345,365	$0	$712	$0	$607	$0	$39,174	$0	$4,889	$0	$390,747	$0	$0	$0
LEONARD BERKMAN
PROFESSOR	$207,346	$0	$1,460	$0	$9,104	$0	$24,951	$0	$1,753	$0	$244,614	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE J, PART I, LINE A	COMPENSATION HOUSING: THE PRESIDENT IS REQUIRED TO LIVE ON CAMPUS IN THE PRESIDENT'S HOUSE AS A CONDITION OF EMPLOYMENT AND, THEREFORE, THE HOUSING ALLOWANCE IS NOT TAXABLE. THE AMOUNT IS INCLUDED IN COLUMN D OF SCHEDULE J, PART II. ONE HIGHEST COMPENSATED EMPLOYEE RECEIVES A TAXABLE RENT SUBSIDY. THE AMOUNT IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II. GROSS-UP PAYMENTS: IN CALENDAR YEAR 2021, THE COLLEGE AWARDED CERTAIN EMPLOYEES BONUSES THAT WERE GROSSED UP. THREE KEY EMPLOYEES AND TWO HIGHEST COMPENSATED EMPLOYEES RECEIVED A $500 BONUS AND CORRESPONDING TAX GROSS-UP. FIVE OFFICERS, FIVE KEY EMPLOYEES AND THREE HIGHEST COMPENSATED EMPLOYEES RECEIVED $1,000 BONUS AND CORRESPONDING TAX GROSS-UP. THE GROSS-UP AMOUNTS ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II. SOCIAL CLUB MEMBERSHIP FEE: THE PRESIDENT'S MEMBERSHIP FEE TO THE YALE CLUB OF NEW YORK IS COVERED FOR THE PURPOSES OF CONDUCTING COLLEGE-RELATED BUSINESS, AND THEREFORE, IS NOT TAXABLE. PERSONAL SERVICES: A COLLEGE EMPLOYEE PREPARES MEALS AT THE PRESIDENT'S HOUSE FOR THE CONVENIENCE OF THE COLLEGE. A COLLEGE EMPLOYEE FROM THE FACILITIES MAINTENANCE DEPARTMENT MAINTAINS THE PRESIDENT'S HOUSE SIMILARLY TO OTHER CAMPUS FACILITIES. ANY HOUSEKEEPING OF THE PRESIDENT'S PERSONAL QUARTERS IS INCIDENTAL TO THE CLEANING OF THE PUBLIC AREAS OF THE RESIDENCE. THIS HOUSEKEEPING IS CONSIDERED TO BE OF NO ADDITIONAL COST TO THE INSTITUTION. THESE ARE NOT CONSIDERED BENEFITS TO THE PRESIDENT.
SCHEDULE J, PART I, LINE 4B	EFFECTIVE JULY 1, 2018 THE COLLEGE ENTERED INTO A NON-QUALIFIED SECTION 457(F) ARRANGEMENT WITH ITS PRESIDENT. UNDER THE TERMS OF THE PLAN, THE PRESIDENT WILL RECEIVE A CREDIT TO HER ACCOUNT FOR EACH PLAN YEAR SHE HOLDS THE TITLE OF THE PRESIDENT OF THE COLLEGE. AMOUNTS ARE SCHEDULED TO VEST AND BE PAYABLE IN 2023 SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE.
SCHEDULE J, PART I, LINE 7	CERTAIN INDIVIDUALS LISTED IN SCHEDULE J, PART II RECEIVED A SPOT BONUS AND THE AMOUNT OF SUCH BONUSES ARE SHOWN ON SCHEDULE J, PART II, COLUMN (B)(II). SEE ALSO LINE 4B DISCLOSURE FOR THE PRESIDENT.

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	MASSACHUSETTS DEV FINANCE AGENCY (SERIES 2007A&B)	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	043431814	BondIssuerEIN
CUSIP	000000000	CUSIPNum
Bond Issued	2016-01-29	BondIssuedDt
Issue Price	$72,960,000	IssuePriceAmt
Purpose	REFUNDING (SERIES 2007)	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	$72,960,000	TotalProceedsAmt
In Reserve Fund	$0	InReserveFundAmt
Capitalized Interest	$0	CapitalizedInterestAmt
Refunding Escrow	$0	RefundingEscrowAmt
Issuance Costs From Proceeds	$0	IssuanceCostsFromProceedsAmt
Credit Enhancement	$0	CreditEnhancementAmt
Working Capital Expenditures	$0	WorkingCapitalExpendituresAmt
Capital Expenditures	$0	CapitalExpendituresAmt
Other Spent Proceeds	$72,960,000	OtherSpentProceedsAmt
Unspent	$0	UnspentAmt
Substantial Completion	2010	SubstantialCompletionYr
Refunding Tax Exempt Bonds	Yes (true)	RefundingTaxExemptBondsInd
Refunding Taxable Bonds	false	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	Yes (true)	MgmtContractBondFincdPropInd
Engage Bond Counsel Contracts	Yes (true)	EngageBondCounselContractsInd
Any Research Agreements	Yes (true)	AnyResearchAgreementsInd
Engage Bond Counsel Research	Yes (true)	EngageBondCounselResearchInd
Private Bus Use By Others	0.00020	PrivateBusUseByOthersPct
Total Private Business Use	0.00020	TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test	false	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	false	ChangeInUseBondFinancedPropInd
Remedial Action Taken	false	RemedialActionTakenInd
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	Yes (true)	Form8038TFiledInd
Variable Rate Issue	Yes (true)	VariableRateIssueInd
Hedge Identified In Bks And Rec	Yes (true)	HedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

Field	Value	IRS element (for citing)
Business Name Line1	JP MORGAN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Term Of Hedge	28.5	TermOfHedgePct
Superintegrated Hedge	Yes (true)	SuperintegratedHedgeInd
Hedge Terminated	false	HedgeTerminatedInd
Gross Proceeds Invested In GIC	Yes (true)	GrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

Field	Value	IRS element (for citing)
Business Name Line1	DEPFA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Term Of GIC	3.	TermOfGICPct
Regulatory Safe Harbor Stsfd	Yes (true)	RegulatorySafeHarborStsfdInd
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

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE K, PART IV, LINE 2B	FormAndLineReferenceDesc
Explanation	THE SERIES 2007A & 2007B BOND QUALIFIES FOR AN EXCEPTION PER THE 6-MONTH SPENDING EXCEPTION. ALL PROCEEDS WERE IMMEDIATELY EXPENDED TO CURRENTLY REFUND THE SERIES 2007 ISSUE.	ExplanationTxt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Field	Value	IRS element (for citing)
Person	Baishakhi Taylor	PersonNm
Relationship With Org	DOC/VP of Campus Life	RelationshipWithOrgTxt
Loan Purpose	Purchase of home	LoanPurposeTxt
Loan From Organization	Yes (X)	LoanFromOrganizationInd
Original Principal	$50,000	OriginalPrincipalAmt
Balance Due	$45,765	BalanceDueAmt
Default	false	DefaultInd
Board Or Committee Approval	Yes (true)	BoardOrCommitteeApprovalInd
Written Agreement	Yes (true)	WrittenAgreementInd

Field	Value	IRS element (for citing)
Total Balance Due	$45,765	TotalBalanceDueAmt

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Field	Value	IRS element (for citing)
Person	Sara Pruss	PersonNm
Relationship With Org	Family member of Officer,	RelationshipWithOrgTxt
Cash Grant	$128,929	CashGrantAmt
Type Of Assistance	Salary	TypeOfAssistanceTxt
Assistance Purpose	Employment	AssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	SARA PRUSS	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	FAMILY MEMBER OF OFFICER, EVP OF FINANCE & ADMINISTRATION	RelationshipDescriptionTxt
Transaction	$156,300	TransactionAmt
Transaction	EMPLOYMENT	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	83	ContributionCnt
Noncash Contributions Rpt F990	$802,722	NoncashContributionsRptF990Amt
Method Of Determining Revenues	APPRAISAL/DONOR EST	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$54,301	NoncashContributionsRptF990Amt
Method Of Determining Revenues	APPRAISAL/DONOR EST	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	287	ContributionCnt
Noncash Contributions Rpt F990	$7,228,579	NoncashContributionsRptF990Amt
Method Of Determining Revenues	AVERAGE DAILY VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	MISCELLANEOUS	57	$66,429	APPRAISAL/DONOR EST
Yes (X)	LIBRARY COLLECTIONS	69	$0	INDETERMINABLE VALUE

Field	Value	IRS element (for citing)
Form8283 Received	6	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE M, PART I, COLUMN (B)	FormAndLineReferenceDesc
Explanation	COLUMN B IS BASED ON THE NUMBER OF CONTRIBUTIONS.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 1 AND PART III, LINE 1	MISSION SMITH COLLEGE EDUCATES WOMEN OF PROMISE FOR LIVES OF DISTINCTION AND PURPOSE. A COLLEGE OF AND FOR THE WORLD, SMITH LINKS THE POWER OF THE LIBERAL ARTS TO EXCELLENCE IN RESEARCH AND SCHOLARSHIP, THEREBY DEVELOPING ENGAGED GLOBAL CITIZENS AND LEADERS TO ADDRESS SOCIETY'S CHALLENGES. VALUES SMITH IS A COMMUNITY DEDICATED TO LEARNING, TEACHING, SCHOLARSHIPS, DISCOVERY, CREATIVITY AND CRITICAL THOUGHT. SMITH IS COMMITTED TO CREATING AN INCLUSIVE, EQUITABLE AND ACCESSIBLE EDUCATIONAL COMMUNITY FOUNDED ON THE FREE AND OPEN EXCHANGE OF IDEAS. SMITH EDUCATES WOMEN TO UNDERSTAND THE COMPLEXITY OF HUMAN EXPERIENCE AND WORLD CULTURES THROUGH ENGAGEMENT WITH HUMANISTIC, SOCIAL AND SCIENTIFIC IDEAS. SMITH PREPARES AND CREATES GLOBAL CITIZENS, COMMITTED TO PARTICIPATING IN THE COMMUNITIES IN WHICH THEY LIVE AND TO STEWARDING THE RESOURCES THAT SUSTAIN THEM.
FORM 990, PART III, LINE 4A	PROGRAM SERVICE ACCOMPLISHMENT #1 UNDERGRADUATE EDUCATIONAL PROGRAMS SERVING 2,500 STUDENTS. SMITH COLLEGE OFFERS 1,000 COURSES IN MORE THAN 50 AREAS OF STUDY. SMITH'S PROGRAMS IN FLORENCE, GENEVA, HAMBURG AND PARIS COMBINE RIGOROUS ACADEMICS WITH THE EXPERIENCE OF LIVING IN ANOTHER COUNTRY AND DISCOVERING A NEW CULTURE. FOR EXTRACURRICULAR ACTIVITIES, THE COLLEGE HAS MORE THAN 100 CHARTERED STUDENT ORGANIZATIONS WITH A RANGE OF SERVICES AND ACTIVITIES, A DOZEN VARSITY SPORTS AND EXTENSIVE INTRAMURAL AND CLUB SPORTS PROGRAMS. THE CAMPUS SCHOOL (K TO 6) AND THE CENTER FOR EARLY CHILDHOOD EDUCATION SERVE AS LABORATORIES FOR THE DEPARTMENT OF EDUCATION & CHILD STUDY.
FORM 990, PART III, LINE 4B	PROGRAM SERVICE ACCOMPLISHMENT #2 THE SCHOOL FOR SOCIAL WORK OFFERS A MASTER OF SOCIAL WORK (MSW) DEGREE FOCUSED ON CLINICAL SOCIAL WORK AND DIRECT FIELD WORK PRACTICE. THE PROGRAM STRESSES THE INTEGRATION OF CLINICAL THEORY & PRACTICE WITH AN UNDERSTANDING OF THE SOCIAL CONTEXT IN WHICH PEOPLE LIVE. IT ALSO EMPHASIZES AN UNDERSTANDING OF THE SOCIAL POLICIES AND ORGANIZATIONAL STRUCTURE THAT INFLUENCE THE SCHOOL'S SERVICE DELIVERY SYSTEM. IN ADDITION, THE SCHOOL OFFERS A PH.D. PROGRAM DESIGNED TO PREPARE MSWS FOR LEADERSHIP POSITIONS IN CLINICAL RESEARCH, EDUCATION, AND PRACTICE. IT ALSO PROVIDES EXTENSIVE POSTGRADUATE OFFERINGS THROUGH ITS CONTINUING EDUCATION PROGRAM.
FORM 990, PART III, LINE 4C	PROGRAM SERVICE ACCOMPLISHMENT #3 GRADUATE EDUCATIONAL PROGRAMS OFFER WOMEN & MEN ADVANCED DEGREES OF MASTERS OF ARTS IN TEACHING (ELEMENTARY, MIDDLE OR HIGH SCHOOL), MASTER OF FINE ARTS, MASTER OF SCIENCE IN BIOLOGICAL SCIENCES, AND MASTER OF SCIENCE IN EXERCISE AND SPORT STUDIES. IN SPECIAL ONE-YEAR PROGRAMS, INTERNATIONAL STUDENTS MAY QUALIFY FOR A CERTIFICATE OF GRADUATE STUDIES OR A DIPLOMA IN AMERICAN STUDIES. EACH YEAR 100 MEN & WOMEN PURSUE SUCH ADVANCED WORK. INDIVIDUALS MAY ALSO ENROLL AS NON-DEGREE STUDENTS BY REGISTERING FOR ONE OR MORE COURSES. MOST GRADUATE COURSES ARE PLANNED FOR GRADUATE STUDENTS WHO ARE DEGREE CANDIDATES.
FORM 990, PART III, LINE 4D	OTHER PROGRAM SERVICE ACCOMPLISHMENTS PROFESSIONAL DEVELOPMENT AND SUMMER PROGRAMS: OUTREACH PROGRAMS EXTEND SMITH COLLEGE'S ACADEMIC AND CULTURAL RESOURCES TO THE BROADER COMMUNITY, BOTH LOCALLY AND NATIONALLY. THE COLLEGE OFFERS PROGRAMS FOR CHILDREN & THEIR FAMILIES, FROM PRESCHOOL THROUGH HIGH SCHOOL, AS WELL AS EDUCATORS. PROGRAMS HIGHLIGHT SMITH'S LEADERSHIP IN SCIENCE AND ENGINEERING EDUCATION, REFLECT THE COLLEGE'S COMMITMENT TO OPPORTUNITIES FOR GIRLS AND YOUNG WOMEN, UTILIZING ITS WORLD-CLASS MUSEUM, GARDENS, AND CAMPUS. FACULTY ENGAGE IN SPONSORED AND COLLEGE FUNDED PROFESSIONAL DEVELOPMENT AND RESEARCH. SMITH EXECUTIVE EDUCATION FOR WOMEN: SMITH EXECUTIVE EDUCATION FOR WOMEN IS DESIGNED TO GROW WOMEN LEADERS. PARTICIPANTS IN SMITH'S EXECUTIVE EDUCATION PROGRAM BENEFIT FROM COURSES, SEMINARS & DISCUSSIONS THAT ARE CUSTOMIZED TO MEET THE NEEDS OF SPONSORING CORPORATIONS AND INDIVIDUAL ATTENDEES. WORLD-CLASS FACULTY FROM THE WORLD'S LEADING BUSINESS SCHOOLS AND CORPORATIONS ARE SELECTED BASED ON THEIR EXPERTISE.
FORM 990, PART VI, LINE 4	THE BYLAWS WERE AMENDED TO MAKE THE CHIEF INVESTMENT OFFICER AN OFFICER OF THE TRUSTEES OF THE SMITH COLLEGE. THE BYLAWS WERE AMENDED TO DISCONTINUE THE RECENT GRADUATE TRUSTEE PROGRAM, A TWO YEAR TERM POSITION FOR RECENT GRADUATES. THE TOTAL NUMBER OF TRUSTEES REMAINS THE SAME.
FORM 990, PART VI, SECTION B, LINE 11A	FORM 990 REVIEW PROCESS SMITH COLLEGE'S DRAFT FORM 990 WAS REVIEWED BY MEMBERS OF THE BOARD OF TRUSTEES OF SMITH COLLEGE, THE ACCOUNTING STAFF, MANAGEMENT, THE BOARD OF TRUSTEES' AUDIT AND RISK COMMITTEE, AND THE COLLEGE'S PAID TAX PROFESSIONALS. AN ELECTRONIC COPY OF THE FINAL RETURN WAS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES WHO REVIEW AND APPROVE IT PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	CONFLICT OF INTEREST POLICY AS FIDUCIARIES OF SMITH, THE MEMBERS OF THE BOARD MUST AVOID CONFLICTS OF INTEREST BETWEEN PERSONAL INTERESTS AND THE INTERESTS OF SMITH. GENERALLY, CONFLICT OF INTEREST EXISTS WHEN A PERSON IS IN A POSITION BOTH TO INFLUENCE A DECISION AND TO BENEFIT FROM THAT DECISION. THE CONFLICT OF INTEREST POLICY AND ITS DISCLOSURE OBLIGATIONS SHALL ALSO APPLY TO: (A) ALL OF THE MEMBERS OF THE INVESTMENT COMMITTEE OF THE BOARD, INCLUDING ITS NON-TRUSTEE MEMBERS, (B) ANY OTHER NON-TRUSTEE MEMBER OF ANY OTHER BOARD COMMITTEE AND ANY PERSON APPOINTED AS A SPECIAL REPRESENTATIVE TO THE BOARD, (C) THE OFFICERS OF THE COLLEGE, AND (D) SUCH OTHER PERSONS AS THE BOARD SHALL DETERMINE MAY BE NECESSARY OR APPROPRIATE FOR THE BENEFIT OF SMITH. EACH TRUSTEE MUST ANNUALLY SIGN AND SUBMIT TO THE SECRETARY OF THE BOARD A STATEMENT DISCLOSING ALL MATERIAL FINANCIAL INTERESTS OF THE TRUSTEE OR A FAMILY MEMBER, THAT ARE KNOWN OR REASONABLY SHOULD HAVE BEEN KNOWN TO THE TRUSTEE, IN ANY OUTSIDE ENTITY WITH WHICH THE TRUSTEE KNOWS THE COLLEGE HAS OR IS CONSIDERING A TRANSACTION, OR A BUSINESS RELATIONSHIP, OR AFFIRMING THAT THE TRUSTEE KNOWS OF NO SUCH TRANSACTION OR RELATIONSHIP. PROMPTLY UPON BECOMING AWARE OF ANY SUCH POTENTIAL CONFLICT, THE TRUSTEE MUST PROMPTLY DISCLOSE TO THE CHAIR OF THE BOARD AND THE SECRETARY OF THE BOARD AND, IF THE TRUSTEE OR NON-TRUSTEE IS A MEMBER OF THE INVESTMENT COMMITTEE, PROMPTLY DISCLOSE TO THE CHAIR OF THAT COMMITTEE, ANY MATERIAL FINANCIAL INTEREST IN A NON-PUBLICLY TRADED ENTITY IN WHICH THE TRUSTEE KNOWS SMITH IS CONSIDERING AN INVESTMENT OR WITH WHICH SMITH IS CONSIDERING A TRANSACTION. ORDINARILY, THE TRUSTEE SHOULD NOT PARTICIPATE IN ANY DECISION BY THE BOARD OR OF ANY OF ITS COMMITTEES, INCLUDING THE INVESTMENT COMMITTEE, REGARDING SUCH INVESTMENT OR TRANSACTION. IF A TRUSTEE BECOMES AWARE OF A POTENTIAL CONFLICT OF INTEREST DURING OR JUST BEFORE A MEETING OF THE BOARD, THE INTERESTED TRUSTEE SHALL SO INFORM THE BOARD AND SHALL BE RECUSED WHILE THE BOARD DISCUSSES THE MATTER. THE SECRETARY OF THE BOARD SHALL REVIEW THE ANNUAL STATEMENTS OF DISCLOSURE AND DETERMINE IF A MATERIAL FINANCIAL INTEREST HAS BEEN DISCLOSED. IF A MATERIAL FINANCIAL INTEREST HAS BEEN DISCLOSED, THE SECRETARY SHALL PROMPTLY SHARE WITH THE EXECUTIVE COMMITTEE SUCH DISCLOSURE FORMS AND ANY ADDITIONAL INFORMATION ABOUT THE CURRENT OR PROPOSED TRANSACTION AND THE BUSINESS RELATIONSHIP THAT MAY GIVE RISE TO A CONFLICT OF INTEREST WHICH THE EXECUTIVE COMMITTEE MAY DEEM INFORMATIVE. IF THE BOARD HAS A DISCUSSION OR MEETING AT WHICH A TRUSTEE'S FINANCIAL INTEREST IN A MATTER IS DISCLOSED, A DETERMINATION REGARDING A CONFLICT OF INTEREST IS MADE, OR A TRANSACTION OR ARRANGEMENT IN WHICH A TRUSTEE HAS A CONFLICT OF INTEREST IS CONSIDERED, THE BOARD'S CONSIDERATION OF THESE MATTERS, INCLUDING ANY REASONS FOR APPROVAL, SHALL BE REFLECTED IN THE MINUTES OF THE MEETING.
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION POLICY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE EVALUATION OF EXECUTIVE AND EMPLOYEE COMPENSATION TO ASSURE THAT ALL ASPECTS COMPLY WITH ITS REQUIREMENTS. THE EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION PACKAGE FOR THE PRESIDENT ANNUALLY, CONSIDERING COMPARATIVE INFORMATION AS WELL AS SALARY INCREASES PROPOSED FOR FACULTY AND ADMINISTRATIVE STAFF. THE COMMITTEE OBTAINS AND RELIES ON THE FOLLOWING WRITTEN MATERIALS, PROVIDED IN ADVANCE OF THE MEETING: (1) HISTORICAL COMPENSATION FOR THE PRESIDENT, (2) YEARS OF SERVICE IN POSITION, AND (3) A MARKET STUDY OF COMPENSATION, BASED ON COMPARABLE DATA FROM OTHER SELECTIVE LIBERAL ARTS COLLEGES. AFTER DISCUSSION, THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION FOR THE PRESIDENT. THE EXECUTIVE COMMITTEE AND THE PRESIDENT MEET TO DETERMINE THE COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES USING THE SAME CRITERIA. IN COMPLIANCE WITH THE REBUTTABLE PRESUMPTION STANDARDS, SMITH COLLEGE CONSIDERS GEOGRAPHIC LOCATION, ADMISSIONS OVERLAP, ENDOWMENT SIZE, AND ITS MARKET FOR EXECUTIVE LEVEL MANAGERS WHEN IDENTIFYING ITS COMPARABLE PEERS. FURTHERMORE, ALL EXECUTIVE COMMITTEE DECISIONS ARE DOCUMENTED CONCURRENTLY IN THE EXECUTIVE COMMITTEE BOARD MINUTES.
FORM 990, PART VI, SECTION C, LINE 19	PUBLIC DISCLOSURE THE COLLEGE'S FINANCIAL STATEMENTS ARE AVAILABLE ON ITS WEBSITE AT WWW.SMITH.EDU. THE COLLEGE'S FORM 990, FORM PC AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE AT WWW.MASS.GOV/AGO. THE COLLEGE WILL PROVIDE PAPER COPIES OF THE COLLEGE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORMS 990 AND 990-T UPON REQUEST.
FORM 990, PART XI, LINE 9	CHANGE IN LIFE INCOME FUNDS (4,596,600) SWAPS 11,676,115 TOTAL 7,079,515

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
ALUMNAE ASSOCIATION OF SMITH COLLEGE
13 ELM STREET	NORTHAMPTON	MA	01063	042103649	ALUMNAE SERV	MA	501(C)(3)	12(C)	NA	false
SMITH STUDENT AID SOCIETY INC
123-125 ELM STREET	NORTHAMPTON	MA	01063	046052751	STUDENT AID	MA	501(C)(3)	12(C)	NA	false

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Primary ActivitiesPrimaryActivitiesTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER TRUSTS (38)
INVESTING	NA	TRUST	Yes (true)
POOLED INCOME FUND (47)
INVESTING	NA	TRUST	Yes (true)
PERPETUAL TRUSTS (5)
INVESTING	NA	TRUST	Yes (true)

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	false	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	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CHARITABLE REMAINDER TRUST (2)	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	S	TransactionTypeTxt
Involved	$449,708	InvolvedAmt
Method Of Amount Determination	CASH	MethodOfAmountDeterminationTxt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE R, PART IV, STATE DOMICILES OF TRUSTS	FormAndLineReferenceDesc
Explanation	CHARITABLE REMAINDER TRUSTS (37): CT, DE, MA, NY, OH, TN POOLED INCOME (55): MA PERPETUAL TRUSTS (5): CT, MA, VT	ExplanationTxt