BARD COLLEGE: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BARD COLLEGE (EIN 14-1713034)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-15
IRS object ID
202321359349318197
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-15T18:44:19-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN141442607PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BST & CO CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 BRITISH AMERICAN BLVDAddressLine1Txt
CityLATHAMCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12110ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN141713034EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BARD COLLEGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBARDBusinessNameControlTxt
Phone8457587511PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CAMPUS ROAD PO BOX 5000AddressLine1Txt
CityANNANDALEONHUDSONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12054ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAURA RAMSEYPersonNm
Person TitleCONTROLLERPersonTitleTxt
Phone8457587511PhoneNum
Signature2023-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLAURAPersonFirstNm
Person LastRAMSEYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUDY A CAHEEPreparerPersonNm
PTINP00281935PTIN
Phone5184596700PhoneNum
Preparation2023-05-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLEON BOTSTEINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CAMPUS ROAD PO BOX 5000AddressLine1Txt
CityANNANDALEONHUDSONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12054ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$466,770,022GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BARD.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1860FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionBARD COLLEGE SEEKS TO PROVIDE A CHALLENGING ACADEMIC PROGRAM AND A SUPPORTIVE ENVIRONMENT THAT FOSTERS A COLLABORATIVE INTERCHANGE OF IDEAS IN THE CLASSROOM AS WELL AS AMBITION TO ACHIEVE EXCELLENCE.ActivityOrMissionDesc
Voting Members Governing Body30VotingMembersGoverningBodyCnt
Voting Members Independent30VotingMembersIndependentCnt
Total Employee4406TotalEmployeeCnt
Total Volunteers38TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$236,742,554PYContributionsGrantsAmt
CY Contributions Grants$202,277,293CYContributionsGrantsAmt
PY Program Service Revenue$163,533,618PYProgramServiceRevenueAmt
CY Program Service Revenue$177,336,131CYProgramServiceRevenueAmt
PY Investment Income$18,242,854PYInvestmentIncomeAmt
CY Investment Income$10,046,489CYInvestmentIncomeAmt
PY Other Revenue$7,742,854PYOtherRevenueAmt
CY Other Revenue$7,084,045CYOtherRevenueAmt
PY Total Revenue$426,261,880PYTotalRevenueAmt
CY Total Revenue$396,743,958CYTotalRevenueAmt
PY Grants And Similar Paid$90,809,583PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$99,637,372CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$119,209,666PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$133,751,072CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$17,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$20,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,235,501CYTotalFundraisingExpenseAmt
PY Other Expenses$79,712,886PYOtherExpensesAmt
CY Other Expenses$90,634,120CYOtherExpensesAmt
PY Total Expenses$289,749,135PYTotalExpensesAmt
CY Total Expenses$324,042,564CYTotalExpensesAmt
PY Revenues Less Expenses$136,512,745PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$72,701,394CYRevenuesLessExpensesAmt
Total Assets BOY$875,739,896TotalAssetsBOYAmt
Total Assets EOY$962,691,286TotalAssetsEOYAmt
Total Liabilities BOY$326,507,151TotalLiabilitiesBOYAmt
Total Liabilities EOY$355,135,644TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$549,232,745NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$607,555,642NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionBARD COLLEGE SEEKS TO PROVIDE A CHALLENGING ACADEMIC PROGRAM AND A SUPPORTIVE ENVIRONMENT THAT FOSTERS A COLLABORATIVE INTERCHANGE OF IDEAS IN THE CLASSROOM AS WELL AS AMBITION TO ACHIEVE EXCELLENCE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$296,892,357ExpenseAmt
Grant$99,637,372GrantAmt
Revenue$184,796,826RevenueAmt
DescBARD COLLEGE IS AN INDEPENDENT, COMPREHENSIVE LIBERAL ARTS COLLEGE LOCATED ON A PARK-LIKE CAMPUS THAT COVERS MORE THAN 1,000 ACRES OF FIELDS AND FORESTED LAND BORDERING THE HUDSON RIVER. BARD HAS DEVELOPED A NEW VISION AND MODEL OF THE LIBERAL ARTS COLLEGE, AS A CENTRAL BODY SURROUNDED BY SIGNIFICANT INSTITUTES AND PROGRAMS - "SATELLITES" - THAT STRENGTHEN ITS' CURRICULUM. WHILE IT IS FLEXIBLE ENOUGH TO INCLUDE PROGRAMS FOR RESEARCH, GRADUATE STUDY, COMMUNITY OUTREACH, AND OTHER CULTURAL AND EDUCATIONAL ACTIVITIES, THE UNDERGRADUATE PROGRAM REMAINS ITS FOCUS. EACH SATELLITE PROGRAM IS DESIGNED TO ENHANCE THE UNDERGRADUATE COURSE OF STUDY BY OFFERING STUDENTS OPPORTUNITIES FOR INTERACTION WITH LEADING ARTISTS AND SCHOLARS. IN ADDITION TO THE UNDERGRADUATE COLLEGE, BARD HAS UNDERTAKEN A NUMBER OF IMPORTANT EDUCATIONAL INITIATIVES THAT INCLUDE BUT ARE NOT LIMITED TO THE FOLLOWING: DURING 1979, BARD ASSUMED CONTROL AND OWNERSHIP OF SIMON'S ROCK EARLY COLLEGE (NOW CALLED BARD COLLEGE AT SIMON'S ROCK) (SIMON'S ROCK) LOCATED IN GREAT BARRINGTON, MASSACHUSETTS. ALTHOUGH BARD AND SIMON'S ROCK REMAIN DISTINCT AND CARRY ON SEPARATE ACADEMIC PROGRAMS AT THEIR RESPECTIVE CAMPUSES, THE RELATIONSHIP BETWEEN THE TWO INSTITUTIONS GIVES BARD AN EXCEPTIONAL OPPORTUNITY TO APPLY ITS EXPERIENCE AS A LIBERAL ARTS COLLEGE TO THE DEVELOPMENT OF A STRONG CURRICULUM FOR YOUNGER STUDENTS. IN MARCH 1986, BARD ESTABLISHED THE LEVY ECONOMICS INSTITUTE OF BARD COLLEGE, WHICH IS DEDICATED TO IMPROVING THE HUMAN CONDITION THROUGH THE STUDY OF ECONOMICS AND THE GENERATION OF EFFECTIVE PUBLIC POLICY RESPONSES TO IMPORTANT PROBLEMS WORLDWIDE. DURING 1992, BARD ENTERED INTO AN OPERATING AGREEMENT WITH THE IRIS FOUNDATION TO ESTABLISH AND MAINTAIN THE BARD GRADUATE CENTER FOR STUDIES IN THE DECORATIVE ARTS, DESIGN, AND CULTURE (BGC). SINCE 1993, THE BGC HAS PRESENTED A UNIQUE, MULTIDISCIPLINARY, AND BROADLY INTERNATIONAL APPROACH TO THE STUDY OF THE DECORATIVE ARTS. THE BGC OFFERS A MASTERS OF ARTS DEGREE IN THE HISTORY OF THE DECORATIVE ARTS AND A DOCTOR OF PHILOSOPHY DEGREE IN THE HISTORY OF THE DECORATIVE ARTS, DESIGN, AND CULTURE. IT SPONSORS SEVERAL MAJOR EXHIBITIONS ANNUALLY AND PRESENTS DIVERSE PUBLIC PROGRAMS FOR AUDIENCES RANGING FROM DECORATIVE ARTS PROFESSIONALS AND COLLECTORS TO SCHOOLCHILDREN. THE BGC IS LOCATED IN NEW YORK CITY, IN TWO BEAUX ARTS TOWNHOUSES CLOSE TO THE CITY'S LEADING MUSEUMS AND GALLERIES, AND, IN BARD HALL. DURING 2003, THE RICHARD B. FISHER CENTER FOR THE PERFORMING ARTS AT BARD COLLEGE (FISHER CENTER) WAS OPENED OFFERING A WORLD-CLASS COMPLEX FOR INNOVATIVE ARTISTIC REPRESENTATION. THE FISHER CENTER IS HOME TO BARD COLLEGE'S THEATER AND DANCE PROGRAMS, AS WELL AS THE BARD MUSIC FESTIVAL, AND HOST TO PERFORMANCES BY THE AMERICAN SYMPHONY ORCHESTRA. GENERALLY, THE FISHER CENTER PROVIDES AUDIENCES WITH A BOLD AND DYNAMIC ENVIRONMENT THAT INSPIRES RISK-TAKING PERFORMANCE AND PROVOCATIVE PROGRAMS IN ORCHESTRAL, CHAMBER, AND JAZZ MUSIC AND THEATER, DANCE AND OPERA BY AMERICAN AND INTERNATIONAL ARTISTS. DURING 2011, BARD ALSO ASSUMED CONTROL AND OWNERSHIP OF ECLA - EUROPEAN COLLEGE OF LIBERAL ARTS GGMBH, NOW CALLED BARD COLLEGE BERLIN, GGMBH AND BARD REAL ESTATE GMBH, A GERMAN ENTITY HOLDING TITLE TO ALL BUT ONE OF BARD COLLEGE BERLIN, GGMBH'S LAND AND BUILDINGS. BARD COLLEGE BERLIN, GGMBH IS A LIBERAL ARTS UNIVERSITY OFFERING AN INNOVATIVE, INTERDISCIPLINARY CURRICULUM WITH A GLOBAL SENSIBILITY. STUDENTS COME TO BERLIN FROM 30 COUNTRIES IN ORDER TO STUDY WITH THE INTERNATIONAL FACULTY. BARD COLLEGE BERLIN, GGMBH IS A REGISTERED AS A SEPARATE 501(C)(3) ORGANIZATION. BARD REAL ESTATE GBMH IS A FOR-PROFIT ENTITY SUBJECT TO GERMAN TAXATION. DURING 2012, BARD ASSUMED CONTROL AND OWNERSHIP OF LONGY SCHOOL OF MUSIC, NOW CALLED THE LONGY SCHOOL OF MUSIC OF BARD COLLEGE (LONGY), LOCATED IN CAMBRIDGE, MASSACHUSETTS. LONGY IS A LEADING DEGREE-GRANTING CONSERVATORY AND SCHOOL OF CONTINUING AND PREPARATORY STUDIES AND OFFERS ELEVEN PROGRAMS LEADING TO A MASTER OF MUSIC DEGREE, AND INTRODUCED A NEW MASTER OF ARTS IN TEACHING PROGRAM IN 2013.Desc
Total Program Service Expenses$296,892,357TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1090IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee4406EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryGMForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members30GoverningBodyVotingMembersCnt
Independent Voting Member30IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEON BOTSTEINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8457587423PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 CAMPUS ROADAddressLine1Txt
CityANNANDALEONHUDSONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12504ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
JAMES C CHAMBERS
CHAIR1.001.00Yes (X)Yes (X)$0$0$0
GEORGE F HAMEL
VICE CHAIR1.001.00Yes (X)Yes (X)$0$0$0
EMILY H FISHER
VICE CHAIR1.001.00Yes (X)Yes (X)$0$0$0
ELIZABETH ELY
SECRETARY, LIFE TRUSTEE1.001.00Yes (X)Yes (X)$0$0$0
STANLEY A REICHEL
TREASURER, LIFE TRUSTEE1.001.00Yes (X)Yes (X)$0$0$0
LEON BOTSTEIN
PRESIDENT/TRUSTEE60.005.00Yes (X)Yes (X)$441,537$0$66,533
MARK MALLOCH BROWN
TRUSTEE1.001.00Yes (X)$0$0$0
FIONA ANGELINI
TRUSTEE1.001.00Yes (X)$0$0$0
ROLAND J AUGUSTINE
TRUSTEE1.001.00Yes (X)$0$0$0
LEONARD BENARDO
TRUSTEE1.001.00Yes (X)$0$0$0
MARK E BROSSMAN
TRUSTEE1.001.00Yes (X)$0$0$0
JINGQING CAI
TRUSTEE1.001.00Yes (X)$0$0$0
MARCELLE CLEMENTS
TRUSTEE1.001.00Yes (X)$0$0$0
ANDREW M L DIETSCHE
TRUSTEE1.001.00Yes (X)$0$0$0
ASHER B EDELMAN
TRUSTEE1.001.00Yes (X)$0$0$0
ROBERTS S EPSTEIN
TRUSTEE1.001.00Yes (X)$0$0$0
BARBARA S GROSSMAN
TRUSTEE1.001.00Yes (X)$0$0$0
ANDREW S GUNDLACH
TRUSTEE1.001.00Yes (X)$0$0$0
MATINA S HORNER
TRUSTEE1.001.00Yes (X)$0$0$0
CHARLES S JOHNSON III
TRUSTEE1.001.00Yes (X)$0$0$0
MARK N KAPLAN
TRUSTEE1.001.00Yes (X)$0$0$0
GEORGE A KELLNER
TRUSTEE1.001.00Yes (X)$0$0$0
FREDRIC S MAXIK
TRUSTEE1.001.00Yes (X)$0$0$0
JAMES H OTTAWAY
TRUSTEE1.001.00Yes (X)$0$0$0
HILARY PENNINGTON
TRUSTEE1.001.00Yes (X)$0$0$0
MARTIN PERETZ
TRUSTEE1.001.00Yes (X)$0$0$0
STEWART RESNICK
TRUSTEE1.001.00Yes (X)$0$0$0
DAVID E SCHWAB II
TRUSTEE1.001.00Yes (X)$0$0$0
ROGER N SCOTLAND
TRUSTEE1.001.00Yes (X)$0$0$0
ANNABELLE SELLDORF
TRUSTEE1.001.00Yes (X)$0$0$0
JONATHAN SLONE
TRUSTEE1.001.00Yes (X)$0$0$0
MOSTAFIZ SHAH MOHAMMED
TRUSTEE1.001.00Yes (X)$0$0$0
JEANNETTE TAYLOR
TRUSTEE1.001.00Yes (X)$0$0$0
ALEX SOROS
TRUSTEE1.001.00Yes (X)$0$0$0
JAMES A VON KLEMPERER
TRUSTEE1.001.00Yes (X)$0$0$0
BRANDON WEBER
TRUSTEE1.001.00Yes (X)$0$0$0
SUSAN WEBER
TRUSTEE1.001.00Yes (X)$0$0$0
PATRICIA ROSS WEIS
TRUSTEE1.001.00Yes (X)$0$0$0
GEOFFREY SMITH
TRUSTEE1.001.00Yes (X)$0$0$0
JULIET MORRISON
TRUSTEE1.001.00Yes (X)$0$0$0
TAUN TOAY
CFO/SVP50.005.00Yes (X)$380,000$0$44,622
JONATHAN BECKER
EXECUTIVE VP50.00$380,000$0$39,783Yes (X)
DEBRA PEMSTEIN
VP DEVELOPMENT40.00$248,382$0$35,813Yes (X)
TIM ETTENHEIM
COO, BGC40.00$212,185$0$21,219Yes (X)
DEIRDRE D'ALBERTIS
DEAN40.00$193,887$0$30,172Yes (X)
JOHN WEINSTEIN
PROVOST, SIMON'S ROCK40.00$206,500$0$27,919Yes (X)
TOM ECCLES
EXECUTIVE DIRECTOR CCS40.00$404,891$0$39,783Yes (X)
KAREN ZORN
PRESIDENT, LONGY40.00$286,846$0$26,050Yes (X)
PETER MILLER
DEAN, BGC40.00$215,860$0$20,986Yes (X)
JAMES BAGWELL
DIRECTOR OF MUSIC PROGRAMS40.00$209,775$0$24,053Yes (X)
JAMES BRUDVIG
PHILOSOPHY PROFESSOR/FORMER VP OF FINANCE40.00$267,481$0$39,693Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,447,344TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$416,626TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K184IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ELLUCIAN COMPANY
62578 COLLECTION CENTER DRIVECHICAGOIL60693SOFTWARE PROVIDER$459,570
COMMUNITY COUNSELING SERVICES
PO BOX 824885PHILADELPHIAPA191824885CONSULTING$403,503
CANTELE TENT RENTALS
PO BOX CMELLENVILLENY12544TENT RENTALS$391,188
CULLEN AND DYCKMAN
100 QUENTIN ROOSEVELT BLVDGARDEN CITYNY11530LEGAL SERVICES$251,600
BEN KERMAN CONSULTING LLC
3457 EAST CHURCH STEDENNY14057CONSULTING$216,091
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Fundraising$458,707FundraisingAmt
Government Grants$3,242,096GovernmentGrantsAmt
All Other Contributions$198,576,490AllOtherContributionsAmt
Noncash Contributions$13,923,305NoncashContributionsAmt
Total Contributions$202,277,293TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUTITON & FEES611710$148,346,719$148,346,719
ROOM & BOARD CHARGES611710$27,908,064$27,908,064
CAMPUS & SUMMER RENTAL611710$547,427$547,427
OTHER CHARGES611710$533,921$533,921
FieldValueIRS element (for citing)
Total Program Service Revenue$177,336,131TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,648,664TotalRevenueColumnAmt
Exclusion$16,648,664ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$63,009,089SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$69,611,264SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$6,602,175SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$6,602,175TotalRevenueColumnAmt
Exclusion-$6,602,175ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$38,150FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$458,707ContriRptFundraisingEventAmt
Fundraising Direct Expenses$414,800FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$376,650TotalRevenueColumnAmt
Exclusion-$376,650ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
OTHER REVENUE900099$6,910,536$6,910,536
TICKET SALES FOR PERFORMANCES900099$546,409$546,409
STUDENT FINES & OTHER CHARGES900099$3,750$3,750
FieldValueIRS element (for citing)
Other Revenue Total$7,460,695OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$396,743,958TotalRevenueColumnAmt
Related Or Exempt Func Income$184,796,826RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$9,669,839ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$748,183TotalAmt
Program Services$748,183ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$94,576,742TotalAmt
Program Services$94,576,742ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$4,312,447TotalAmt
Program Services$4,312,447ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,419,344TotalAmt
Program Services$139,402ProgramServicesAmt
Management And General$2,082,099ManagementAndGeneralAmt
Fundraising$197,843FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$96,147,124TotalAmt
Program Services$83,999,370ProgramServicesAmt
Management And General$10,170,851ManagementAndGeneralAmt
Fundraising$1,976,903FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$7,689,951TotalAmt
Program Services$5,931,594ProgramServicesAmt
Management And General$1,606,984ManagementAndGeneralAmt
Fundraising$151,373FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$17,282,376TotalAmt
Program Services$15,896,387ProgramServicesAmt
Management And General$857,443ManagementAndGeneralAmt
Fundraising$528,546FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$10,212,277TotalAmt
Program Services$8,645,026ProgramServicesAmt
Management And General$1,300,545ManagementAndGeneralAmt
Fundraising$266,706FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,115,860TotalAmt
Management And General$1,115,860ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$228,157TotalAmt
Management And General$228,157ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$46,504TotalAmt
Management And General$46,504ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$20,000TotalAmt
Fundraising$20,000FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,538,852TotalAmt
Program Services$6,121,278ProgramServicesAmt
Management And General$306,586ManagementAndGeneralAmt
Fundraising$110,988FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,179,029TotalAmt
Program Services$884,418ProgramServicesAmt
Management And General$290,410ManagementAndGeneralAmt
Fundraising$4,201FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$624,203TotalAmt
Program Services$426,584ProgramServicesAmt
Management And General$180,007ManagementAndGeneralAmt
Fundraising$17,612FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,568,881TotalAmt
Program Services$827,426ProgramServicesAmt
Management And General$741,455ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,194,561TotalAmt
Program Services$2,847,690ProgramServicesAmt
Management And General$308,224ManagementAndGeneralAmt
Fundraising$38,647FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$14,111,422TotalAmt
Program Services$13,471,191ProgramServicesAmt
Management And General$255,848ManagementAndGeneralAmt
Fundraising$384,383FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$293,620TotalAmt
Program Services$275,878ProgramServicesAmt
Management And General$17,742ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$14,067,033TotalAmt
Program Services$13,645,616ProgramServicesAmt
Management And General$404,411ManagementAndGeneralAmt
Fundraising$17,006FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$10,781,026TotalAmt
Program Services$9,928,670ProgramServicesAmt
Management And General$805,603ManagementAndGeneralAmt
Fundraising$46,753FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,664,223TotalAmt
Program Services$545,264ProgramServicesAmt
Management And General$1,118,959ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM SUPPLIES$20,161,500$19,098,108$638,154$425,238
MAINTENENCE AND OPERATI$8,304,895$7,832,641$436,916$35,338
FOOD SERVICE$6,754,354$6,738,442$1,948$13,964

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$324,042,564TotalAmt
Program Services$296,892,357ProgramServicesAmt
Management And General$22,914,706ManagementAndGeneralAmt
Fundraising$4,235,501FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,154,702BOYAmt
EOY$686,081EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$14,000,441BOYAmt
EOY$68,956,312EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$333,120,834BOYAmt
EOY$380,711,401EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$15,752,565BOYAmt
EOY$25,657,188EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$4,221,088BOYAmt
EOY$3,624,865EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$15,126,228BOYAmt
EOY$15,813,695EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$502,155,071LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$218,931,937LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$282,834,405BOYAmt
EOY$283,223,134EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$34,621,950BOYAmt
EOY$26,497,788EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$1,893,706EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$174,907,683BOYAmt
EOY$155,627,116EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$875,739,896BOYAmt
EOY$962,691,286EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$26,051,225BOYAmt
EOY$30,812,954EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$21,487,743BOYAmt
EOY$21,226,225EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$250,000,000BOYAmt
EOY$247,500,000EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$5,000,000BOYAmt
EOY$5,000,000EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$6,514,281BOYAmt
EOY$5,320,951EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$9,000,000BOYAmt
EOY$38,890,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,453,902BOYAmt
EOY$6,385,514EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$326,507,151BOYAmt
EOY$355,135,644EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$56,354,570BOYAmt
EOY$50,727,457EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$492,878,175BOYAmt
EOY$556,828,185EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$549,232,745BOYAmt
EOY$607,555,642EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$875,739,896BOYAmt
EOY$962,691,286EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$72,701,394ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$13,135,691NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,242,806OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$72,084,547CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$68,428,725CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$169,752,840CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$236,742,554CurrentTaxYearMinus1YearAmt
Current Tax Year$202,277,293CurrentTaxYearAmt
Total$749,285,959TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$72,084,547CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$68,428,725CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$169,752,840CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$236,742,554CurrentTaxYearMinus1YearAmt
Current Tax Year$202,277,293CurrentTaxYearAmt
Total$749,285,959TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$155,262,053SubstantialContributorsTotAmt
Public Support Total170$594,023,906PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,546,348CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,153,702CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,187,355CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,127,791CurrentTaxYearMinus1YearAmt
Current Tax Year$16,648,664CurrentTaxYearAmt
Total$68,663,860TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$37,342CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$321,274CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$61,905CurrentTaxYearMinus2YearsAmt
Total$420,521TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,088,959CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,344,695CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,844,964CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,742,854CurrentTaxYearMinus1YearAmt
Current Tax Year$7,460,695CurrentTaxYearAmt
Total$54,482,167TotalAmt
FieldValueIRS element (for citing)
Total Support$872,852,507TotalSupportAmt
Gross Receipts Rltd Activities$861,868,669GrossReceiptsRltdActivitiesAmt
Public Support CY1700.68060PublicSupportCY170Pct
Public Support PY1700.70510PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER REVENUE - 2017 AMOUNT: $ 10,344,624. 2018 AMOUNT: $ 12,470,961. 2019 AMOUNT: $ 11,261,165. 2020 AMOUNT: $ 7,698,082. 2021 AMOUNT: $ 6,910,536. TICKET SALES FOR PERFORMANCES - 2017 AMOUNT: $ 1,701,284. 2018 AMOUNT: $ 1,835,726. 2019 AMOUNT: $ 1,552,041. 2020 AMOUNT: $ 43,227. 2021 AMOUNT: $ 546,409. STUDENT FINES OTHER CHARGES - 2017 AMOUNT: $ 43,051. 2018 AMOUNT: $ 38,008. 2019 AMOUNT: $ 31,758. 2020 AMOUNT: $ 1,545. 2021 AMOUNT: $ 3,750.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$46,504OtherActivitiesAmt
Total Lobbying Expenditures$46,504TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationPAYMENT TO THIRD PARTIES FOR LOBBYING SERVICES.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Preservation Public UseYes (X)PreservationPublicUseInd
Historic Land AreaYes (X)HistoricLandAreaInd
Historic StructureYes (X)HistoricStructureInd
Total Easements1TotalEasementsCnt
Total Acreage380.00TotalAcreageCnt
Historic Structure Easements1HistoricStructureEasementsCnt
Historic Strctr Easements Aftr0HistoricStrctrEasementsAftrCnt
Modified Easements0ModifiedEasementsCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy Monitoring0WrittenPolicyMonitoringInd
Section170h Rqr StsfdYes (1)Section170hRqrStsfdInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Assets Included$1,235,126AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$292,805,225BeginningYearBalanceAmt
Contributions$137,823,089ContributionsAmt
Investment Earnings Or Losses-$15,825,206InvestmentEarningsOrLossesAmt
Other Expenditures$2,392,837OtherExpendituresAmt
End Year Balance$412,410,271EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$220,804,948BeginningYearBalanceAmt
Contributions$51,214,557ContributionsAmt
Investment Earnings Or Losses$31,827,555InvestmentEarningsOrLossesAmt
Other Expenditures$11,041,835OtherExpendituresAmt
End Year Balance$292,805,225EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$209,045,450BeginningYearBalanceAmt
Contributions$13,194,750ContributionsAmt
Investment Earnings Or Losses-$233,738InvestmentEarningsOrLossesAmt
Other Expenditures$1,201,514OtherExpendituresAmt
End Year Balance$220,804,948EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$247,814,681BeginningYearBalanceAmt
Contributions$8,550,905ContributionsAmt
Investment Earnings Or Losses-$9,507,606InvestmentEarningsOrLossesAmt
Other Expenditures$37,812,530OtherExpendituresAmt
End Year Balance$209,045,450EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$221,879,273BeginningYearBalanceAmt
Contributions$1,465,462ContributionsAmt
Investment Earnings Or Losses$1,666,877InvestmentEarningsOrLossesAmt
Other Expenditures$7,661,920OtherExpendituresAmt
End Year Balance$217,349,692EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.05320BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.67190PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.27490TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$47,774,423OtherCostOrOtherBasisAmt
Book Value$47,774,423BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$401,935,794OtherCostOrOtherBasisAmt
Depreciation$182,904,082DepreciationAmt
Book Value$219,031,712BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$33,902,164OtherCostOrOtherBasisAmt
Depreciation$26,544,023DepreciationAmt
Book Value$7,358,141BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$18,542,690OtherCostOrOtherBasisAmt
Depreciation$9,483,832DepreciationAmt
Book Value$9,058,858BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$283,223,134TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDescBook ValueBookValueAmt
BENEFICIAL INTEREST IN BARD ENDOWMENT TRUST$113,392,010
BENEFICIAL INTEREST IN PERPETUAL TRUST$10,274,802
DEPOSITS WITH BOND TRUSTEES$28,207,684
RIGHT OF USE ASSET - OPERATING LEASE$2,517,494
OTHER ASSETS$1,235,126
FieldValueIRS element (for citing)
Total Book Value Other Assets$155,627,116TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
REFUNDABLE U.S. GOVERNMENT STUDENT LOANS$294,297
OPERATING LEASE LIABILITY$2,623,266
OTHER LIABILITY$3,467,951
FieldValueIRS element (for citing)
Total Liability$6,385,514TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$289,446,325TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$13,135,691NetUnrealizedGainsInvstAmt
Other Revenue-$94,576,742OtherRevenueAmt
Revenue Not Reported-$107,712,433RevenueNotReportedAmt
Revenue Subtotal$397,158,758RevenueSubtotalAmt
Other Revenues Not Included-$414,800OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$414,800RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$396,743,958TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$229,880,622TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$414,800OtherExpensesIncludedAmt
Expenses Not Reported$414,800ExpensesNotReportedAmt
Expenses Subtotal$229,465,822ExpensesSubtotalAmt
Other Expenses Not Included$94,576,742OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$94,576,742ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$324,042,564TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 9:DURING THE CURRENT YEAR, NO REVENUE OR EXPENDITURES WERE REPORTED ON THE FINANCIAL STATEMENTS. THE ASSET IS RECORDED ON THE BOOKS OF THE COMPANY.
PART III, LINE 4:THE ART COLLECTION IS USED FOR SCHOLARLY RESEARCH AND PUBLIC EXHIBITION. THE ART HISTORY DEPARTMENT USES THE DISPLAY FOR ITS CLASSWORK.
PART V, LINE 4:SCHOLARSHIPS, NAMED CHAIR EXPENSES, AND GENERAL EXPENSES.
PART X, LINE 2:BARD IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES. BARD COLLEGE HAS BEEN CLASSIFIED AS A PUBLICLY-SUPPORTED ORGANIZATION THAT IS NOT A PRIVATION FOUNDATION UNDER SECTION 509 (A) OF THE CODE. BARD COLLEGE FILES FORM 990 ANNUALLY WITH THE INTERNAL REVENUE SERVICE. WHEN ANNUAL RETURNS ARE FILED, SOME TAX POSITIONS TAKE ARE HIGHLY CERTAIN TO BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHER TAX POSITIONS ARE SUBJECT TO UNCERTAINTY ABOUT THE TECHNICAL MERITS OF THE POSITION OR AMOUNT OF THE POSITION'S TAX BENEFITS THAT WOULD ULTIMATELY BE SUSTAINED. MANAGEMENT ENVAULTED BARD COLLEGE'S TAX POSITIONS INCLUDING INTEREST AND PENALTIES ATTRIBUTABLE THERETO, AND CONCLUDED THAT THERE ARE NO TAX POSITIONS THAT REQUIRED ADJUSTMENT IN ITS FINANCIAL STATEMENTS AS OF JUNE 30, 2022 AND 2021.
PART XI, LINE 2D - OTHER ADJUSTMENTS:SCHOLARSHIPS AND FINANCIAL AID -94,576,742.
PART XI, LINE 4B - OTHER ADJUSTMENTS:SPECIAL EVENT EXPENSE -414,800.
PART XII, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENT EXPENSE 414,800.
PART XII, LINE 4B - OTHER ADJUSTMENTS:SCHOLARSHIPS AND FINANCIAL AID 94,576,742.

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3BARD COLLEGE MAKES ITS RACIALLY NONDISCRIMINATORY POLICY KNOWN THROUGH ALL FORMS OF MEDIA EMPLOYED TO SOLICIT STUDENTS AND SEVERE ITS GENERAL CONSTITUENCY.
SCHEDULE E, PART I, LINE 6FINANCIAL AID OR ASSISTANCE FROM GOVERNMENT AGENCIES WERE USED TO PROVIDE ASSISTANCE TO STUDENTS ATTENDING THE COLLEGE IN PAYMENT OF TUITION AND FEES.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
RUSSIA AND NEIGHBORING STATES12PROGRAM SERVICESACADEMIC SUPPORT$461,343
EUROPE (INCLUDING ICELAND AND GREENLAND)PROGRAM SERVICESACADEMIC SUPPORT$1,755,444
MIDDLE EAST AND NORTH AFRICA216PROGRAM SERVICESACADEMIC SUPPORT$1,276,002
SOUTH ASIAPROGRAM SERVICESACADEMIC SUPPORT$152,962
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,PROGRAM SERVICESACADEMIC SUPPORT$121,419
CENTRAL AMERICA AND THE CARIBBEANPROGRAM SERVICESACADEMIC SUPPORT$262,792
NORTH AMERICAPROGRAM SERVICESACADEMIC SUPPORT$76,663
SUB-SAHARAN AFRICAPROGRAM SERVICESACADEMIC SUPPORT$205,822
FieldValueIRS element (for citing)
Subtotal Offices3SubtotalOfficesCnt
Subtotal Employees18SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office3TotalOfficeCnt
Total Employee18TotalEmployeeCnt
Subtotal Spent$4,312,447SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$4,312,447TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (8 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmt
RUSSIA AND NEIGHBORING STATESACADEMIC SUPPORT$461,343EFT$0
EUROPE (INCLUDING ICELAND AND GREENLAND)ACADEMIC SUPPORT$1,755,444EFT$0
MIDDLE EAST AND NORTH AFRICAACADEMIC SUPPORT$1,276,002EFT$0
SOUTH ASIAACADEMIC SUPPORT$152,962EFT$0
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,ACADEMIC SUPPORT$121,419EFT$0
CENTRAL AMERICA AND THE CARIBBEANACADEMIC SUPPORT$262,792EFT$0
NORTH AMERICAACADEMIC SUPPORT$76,663EFT$0
SUB-SAHARAN AFRICAACADEMIC SUPPORT$205,822EFT$0
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III ACCOUNTING METHOD:
PART I, LINE 2:EAST JERUSALEM - BARD COLLEGE REVIEWS REQUESTS FOR FUNDS FROM THE AL QUDS BARD MANAGER OF FINANCE AND ADMINISTRATION EACH SEMESTER. THE REQUESTS INCLUDES ITEMIZED BREAKDOWN OF EXPENSES AND ACCEPTABLE SUPPORTING DOCUMENTATION (I.E. CHECK STUBS AND EXPENSE RECEIPTS). BARD COLLEGE'S AL QUDS PROGRAM MANAGER (HOUSED ON THE BARD U.S. CAMPUS) REVIEWS AND APPROVES THE REQUESTS. GERMANY - BARD COLLEGE RECEIVES REQUESTS FOR FUNDS FROM EUROPEAN COLLEGE OF LIBERAL ARTS FOR ADMINISTRATIVE AND PROGRAM SUPPORT.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1KAREN HERSHEY - KH EVENTS NYCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1356 BROADWAY NO 3BAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10013ZIPCd
FieldValueIRS element (for citing)
ActivityCONSULTINGActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$20,000RetainedByContractorAmt
Net To Organization-$20,000NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$20,000TotalRetainedByContractorsAmt
Total Net To Organization-$20,000TotalNetToOrganizationAmt
Licensed StatesNYLicensedStatesCd
Licensed StatesMALicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1CCS GALAEvent1Nm
Gross Receipts Event1$496,857GrossReceiptsEvent1Amt
Charitable Contri Event1$458,707CharitableContriEvent1Amt
Gross Revenue Event1$38,150GrossRevenueEvent1Amt
Cash Prizes Event1$25,000CashPrizesEvent1Amt
Rent Facility Costs Event1$128,689RentFacilityCostsEvent1Amt
Food And Beverage Event1$45,096FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$216,015OtherDirectExpensesEvent1Amt
Gross Receipts Total$496,857GrossReceiptsTotalAmt
Charitable Contributions Tot$458,707CharitableContributionsTotAmt
Gross Revenue Total Events$38,150GrossRevenueTotalEventsAmt
Cash Prizes Total Events$25,000CashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$128,689RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$45,096FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$216,015OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$414,800DirectExpenseSummaryEventsAmt
Net Income Summary-$376,650NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN SYMPHONY ORCHESTRABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1263 W 38TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10015ZIPCd
FieldValueIRS element (for citing)
Recipient EIN131969375RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$748,183CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantSUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDesc
BARD UNDERGRADUATE SCHOLARSHIPS1669$66,913,433FMV
BARD GRADUATE SCHOLARSHIPS182$9,438,864FMV
SIMON'S ROCK UNDERGRADUATE SCHOLARSHIPS382$11,603,931FMV
LONGY SCHOOL OF MUSIC SCHOLARSHIPS293$6,620,514FMV

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE COLLEGE REVIEWS ALL AMERICAN SYMPHONY ORCHESTRA'S EXPENDITURES FOR WHICH ITS GRANTS ARE INTENDED. ASSISTANCE FOR INDIVIDUAL STUDENTS IS PROVIDED THROUGH FEDERAL, STATE AND COLLEGE PROGRAMS AND EXTERNAL AGENCIES. THE COLLEGE ADMINISTERS THESE PROGRAMS. TYPICALLY, FINANCIAL AID FUNDS ADMINISTERED BY THE COLLEGE ARE AWARDS ON THE BASIS OF FINANCIAL NEED (AS DETERMINED BY THE FEDERAL GOVERNMENT, DEPARTMENT OF EDUCATION, STATE AGENCIES, THE COLLEGE SCHOLARSHIP SERVICES, AND BARD COLLEGE), ACADEMIC ACHIEVEMENT, AND PROMISE. THE COLLEGE'S OFFICE OF FINANCIAL AID IS RESPONSIBLE FOR AWARDING AND MONITORING FEDERAL AND STATE FINANCIAL AID DISTRIBUTIONS. STUDENTS APPLY FINANCIAL AID BY COMPLETING A FASFA FORM WHICH DETERMINES ELIGIBILITY. STUDENT ELIGIBILITY IS REGULARLY MONITORED TO ENSURE THAT GRANT AWARDS ARE USED FOR THEIR INTENDED PURPOSE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LEON BOTSTEIN
PRESIDENT/TRUSTEE$441,537$0$0$0$0$0$55,750$0$10,783$0$508,070$0$0$0
TOM ECCLES
EXECUTIVE DIRECTOR CCS$404,891$0$0$0$0$0$29,000$0$10,783$0$444,674$0$0$0
TAUN TOAY
CFO/SVP$380,000$0$0$0$0$0$34,539$0$10,083$0$424,622$0$0$0
JONATHAN BECKER
EXECUTIVE VP$380,000$0$0$0$0$0$29,000$0$10,783$0$419,783$0$0$0
KAREN ZORN
PRESIDENT, LONGY$286,846$0$0$0$0$0$14,342$0$11,708$0$312,896$0$0$0
JAMES BRUDVIG
PHILOSOPHY PROFESSOR/FORMER VP OF FI$267,481$0$0$0$0$0$33,086$0$6,607$0$307,174$0$0$0
DEBRA PEMSTEIN
VP DEVELOPMENT$248,382$0$0$0$0$0$24,838$0$10,975$0$284,195$0$0$0
PETER MILLER
DEAN, BGC$215,860$0$0$0$0$0$20,986$0$0$0$236,846$0$0$0
JOHN WEINSTEIN
PROVOST, SIMON'S ROCK$206,500$0$0$0$0$0$20,500$0$7,419$0$234,419$0$0$0
JAMES BAGWELL
DIRECTOR OF MUSIC PROGRAMS$209,775$0$0$0$0$0$24,053$0$0$0$233,828$0$0$0
TIM ETTENHEIM
COO, BGC$212,185$0$0$0$0$0$21,219$0$0$0$233,404$0$0$0
DEIRDRE D'ALBERTIS
DEAN$193,887$0$0$0$0$0$19,389$0$10,783$0$224,059$0$0$0

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1DUTCHESS COUNTY LOCAL DEVELOPMENT CORPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN273106797BondIssuerEIN
CUSIP267045NK4CUSIPNum
Bond Issued2020-12-23BondIssuedDt
Issue Price$158,914,743IssuePriceAmt
PurposeFINANCE CONSTRUCTIONPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Total Proceeds$150,770,000TotalProceedsAmt
In Reserve Fund$13,892,963InReserveFundAmt
Issuance Costs From Proceeds$2,098,895IssuanceCostsFromProceedsAmt
Capital Expenditures$13,334,670CapitalExpendituresAmt
Unspent$5,076,282UnspentAmt
Refunding Tax Exempt BondsYes (1)RefundingTaxExemptBondsInd
Refunding Taxable BondsYes (1)RefundingTaxableBondsInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop0MgmtContractBondFincdPropInd
Any Research Agreements0AnyResearchAgreementsInd
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (1)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledYes (1)Form8038TFiledInd
Variable Rate Issue0VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (1)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

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

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES CHAMBERSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgCHAIRRelationshipWithOrgTxt
Loan PurposeWORKING CAPITAL LOAN TO ORGANIZATIONLoanPurposeTxt
Loan To OrganizationYes (X)LoanToOrganizationInd
Original Principal$5,000,000OriginalPrincipalAmt
Balance Due$5,000,000BalanceDueAmt
Default0DefaultInd
Board Or Committee ApprovalYes (1)BoardOrCommitteeApprovalInd
Written AgreementYes (1)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$5,000,000TotalBalanceDueAmt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$222,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution92ContributionCnt
Noncash Contributions Rpt F990$13,676,552NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescOTHERDesc
Contribution18ContributionCnt
Noncash Contributions Rpt F990$24,753NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received3Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BPRIOR TO FILING, A DRAFT OF THE 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE. THE AUDIT COMMITTEE THEN REPORTS TO THE FULL BOARD THAT THEY HAVE APPROVED THE 990 FOR FILING. A COPY OF THE FINAL 990 IS PROVIDED TO THE BOARD.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD OF TRUSTEES, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO REVIEW ANNUALLY AND UPDATED CONFLICT OF INTEREST POLICY AND DISCLOSURE, WITH A SIGNATURE PAGE THAT IS REQUIRED TO BE SIGNED AND RETURNED TO THE ORGANIZATION AND KEPT ON FILE. APPROPRIATE ACTIONS ARE TAKEN IF NECESSARY.
FORM 990, PART VI, SECTION B, LINE 15THE PRESIDENT'S COMPENSATION IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. COMPENSATION IS DETERMINED ON THE BASIS OF PERFORMANCE EVALUATION, SENIORITY, AND COMPENSATION COMPARISONS WITH OTHER COLLEGES. THE PRESIDENT'S COMPENSATION PACKAGE IS REPORTED TO THE BOARD BY THE COMPENSATION COMMITTEE AT A REGULAR BOARD MEETING. THE EXECUTIVE AND SENIOR VICE PRESIDENTS' COMPENSATION IS DETERMINED BY THE PRESIDENT ON THE BASIS OF PERFORMANCE EVALUATION, SENIORITY, AND COMPENSATION COMPARISONS AT OTHER COLLEGES AND POLICY INSTITUTES. OTHER OFFICER AND KEY EMPLOYEE COMPENSATION IS DETERMINED BY THE SENIOR VICE PRESIDENT ON THE BASIS OF PERFORMANCE EVALUATIONS, SENIORITY, AND COMPENSATION COMPARISONS AT OTHER COLLEGES AVAILABLE FROM THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS OF BARD COLLEGE ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE COLLEGE'S FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.ORG.
FORM 990, PART XI, LINE 9:FOREIGN CURRENCY LOSS -397,655. OTHER NON-OPERATING LOSS -845,151.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1BARD BERLIN RE LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 CAMUS ROADAddressLine1Txt
CityANNANDALE ON HUDSONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12504ZIPCd
FieldValueIRS element (for citing)
EIN831502789EIN
Primary ActivitiesREAL ESTATEPrimaryActivitiesTxt
Legal Domicile StateNYLegalDomicileStateCd
Total Income-$488,769TotalIncomeAmt
End Of Year Assets$685,759EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1BARD COLLEGEBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1BARD COLLEGE BERLIN A LIBERAL ARTS UNIVERSITY GGMBHBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 CAMPUS ROADAddressLine1Txt
CityANNANDALEONHUDSONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12504ZIPCd
FieldValueIRS element (for citing)
EIN320105791EIN
Primary ActivitiesEDUCATIONPrimaryActivitiesTxt
Legal Domicile Foreign CountryGMLegalDomicileForeignCountryCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 2PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1BARD COLLEGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINLegal Domicile StateLegalDomicileStateCd
KW RESIDENCES GMBH & CO KG
CAROLINE-VON-HUMBOLDT-WEG 8BERLINGMREAL ESTATEGMBARD COLLEGERELATED-$41,875$8,563,6240Yes (1)0.50000
PANKOW RESIDENCES LLC
REAL ESTATEBARD COLLEGERELATED-$488,769$685,7590Yes (1)0.588001261 BROADWAYNEW YORKNY10001831052789NY

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
BARD REAL ESTATE GMBH
KURFURSTENDAMN 48-49BERLINGM10707REAL ESTATEGMBARD BERLINC$52,014$5,306,4791.00000Yes (1)
KW RESIDENCES GP GMBH
CAROLINE-VON-HUMBOLDT-WEG 8BERLINGMREAL ESTATEGMPANKOW RESIDENCES LLCC-$43,056$345,6590.588000
BARD ASIA LIMITED
WORKSHOP 60 3/F BLOCK A EAST SUNHONG KONGCHEDUCATIONCHBARD COLLEGEC$110,377$245,6921.000000
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related OrganizationYes (1)DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BARD REAL ESTATE GMBH
F$1,791,445CASH TRANSFER
BARD COLLEGE BERLIN A LIBERAL ARTS UNIVERSITY GGMBH
B$483,763CASH TRANSFER
PANKOW RESIDENCES LLC
S$1,528,591CASH TRANSFER

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