BARD COLLEGE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BARD COLLEGE (EIN 14-1713034)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202521359349310292
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T14:52:23-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141442607 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BST & CO CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 BRITISH AMERICAN BLVD | AddressLine1Txt |
| City | LATHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141713034 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARD COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARD | BusinessNameControlTxt |
| Phone | 8457587511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CAMPUS ROAD PO BOX 5000 | AddressLine1Txt |
| City | ANNANDALEONHUDSON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12504 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA RAMSEY | PersonNm |
| Person Title | CONTROLLER | PersonTitleTxt |
| Phone | 8457587511 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEREMY COLE | PreparerPersonNm |
| PTIN | P00436330 | PTIN |
| Phone | 5184596700 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LEON BOTSTEIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CAMPUS ROAD PO BOX 5000 | AddressLine1Txt |
| City | ANNANDALEONHUDSON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $391,845,308 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BARD.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1860 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | BARD 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 Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 5129 | TotalEmployeeCnt |
| Total Volunteers | 35 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $107,869,017 | PYContributionsGrantsAmt |
| CY Contributions Grants | $121,417,581 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $187,733,202 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $193,341,752 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,351,298 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,263,887 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,000,550 | PYOtherRevenueAmt |
| CY Other Revenue | $8,865,680 | CYOtherRevenueAmt |
| PY Total Revenue | $303,954,067 | PYTotalRevenueAmt |
| CY Total Revenue | $331,888,900 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $114,237,596 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $115,840,899 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $147,345,182 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $158,771,747 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $10,779 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $121,040 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,812,025 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $98,486,188 | PYOtherExpensesAmt |
| CY Other Expenses | $117,942,784 | CYOtherExpensesAmt |
| PY Total Expenses | $360,079,745 | PYTotalExpensesAmt |
| CY Total Expenses | $392,676,470 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$56,125,678 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$60,787,570 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,005,181,148 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,129,480,829 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $450,025,271 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $619,892,228 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $555,155,877 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $509,588,601 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BARD 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 Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $354,566,357 | ExpenseAmt |
| Grant | $115,840,899 | GrantAmt |
| Revenue | $202,322,262 | RevenueAmt |
| Desc | BARD 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 | $354,566,357 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1113 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5129 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | GM | ForeignCountryCd |
| Foreign Country | HK | ForeignCountryCd |
| Foreign Country | MH | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEON BOTSTEIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8457587423 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 CAMPUS ROAD | AddressLine1Txt |
| City | ANNANDALEONHUDSON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12504 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (50 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| MARTIN PERETZ | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK KAPLAN | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ASHER EDELMAN | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW DIETSCHE | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARCELLE CLEMENTS | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES OTTAWAY JR | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES C CHAMBERS | |||||||||
| CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| BRANDON WEBER | |||||||||
| VICE CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| EMILY H FISHER | |||||||||
| VICE CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ELIZABETH ELY | |||||||||
| SECRETARY | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| STANLEY A REICHEL | |||||||||
| TREASURER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LEON BOTSTEIN | |||||||||
| PRESIDENT/TRUSTEE | 60.00 | 5.00 | Yes (X) | $575,000 | $0 | $117,564 | Yes (X) | ||
| MARK MALLOCH BROWN | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FIONA ANGELINI | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROLAND J AUGUSTINE | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LEONARD BENARDO | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK E BROSSMAN | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JINGQING CAI | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KIMBERLY MARTEAU EMERSON | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA S GROSSMAN | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW S GUNDLACH | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATINA S HORNER | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES S JOHNSON III | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE A KELLNER | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FREDRIC S MAXIK | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HILARY PENNINGTON | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROGER N SCOTLAND | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNABELLE SELLDORF | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN SLONE | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MOSTAFIZ SHAH MOHAMMED | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JO FRANCIS MEYER | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEX SOROS | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES A VON KLEMPERER | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN WEBER | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA ROSS WEIS | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GEOFFREY SMITH | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIET MORRISSON | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEWART RESNICK | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID E SCHWAB II | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TAUN TOAY | |||||||||
| CFO/VP OF FINANCE | 40.00 | 5.00 | $392,502 | $0 | $57,644 | Yes (X) | |||
| JONATHAN BECKER | |||||||||
| EXECUTIVE VP | 50.00 | $392,001 | $0 | $63,341 | Yes (X) | ||||
| DEBRA PEMSTEIN | |||||||||
| VP DEVELOPMENT | 40.00 | $257,516 | $0 | $48,969 | Yes (X) | ||||
| DEIRDRE D'ALBERTIS | |||||||||
| DEAN | 40.00 | $223,408 | $0 | $51,769 | Yes (X) | ||||
| JOHN WEINSTEIN | |||||||||
| PROVOST, SIMON'S ROCK | 40.00 | $208,085 | $0 | $25,832 | Yes (X) | ||||
| JANET OZARCHUK | |||||||||
| COO, BGC | 40.00 | $192,850 | $0 | $21,122 | Yes (X) | ||||
| DIMITRI PAPADIMITRIOU | |||||||||
| PRESIDENT OF LEVY INST | 40.00 | $252,199 | $0 | $59,446 | Yes (X) | ||||
| GIDEON LESTER | |||||||||
| ARTISTIC DIRECTOR AND CEO FISHER CENTER AT BARD | 40.00 | $248,385 | $0 | $42,274 | Yes (X) | ||||
| TOM ECCLES | |||||||||
| EXECUTIVE DIRECTOR CCS | 40.00 | $464,994 | $0 | $62,288 | Yes (X) | ||||
| KAREN ZORN | |||||||||
| PRESIDENT, LONGY | 40.00 | $321,208 | $0 | $30,622 | Yes (X) | ||||
| JAMES BAGWELL | |||||||||
| DIRECTOR OF MUSIC PROGRAMS | 40.00 | $220,575 | $0 | $38,093 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,748,723 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $618,964 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 249 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KBE BUILDING CORPORATION | |||||
| 76 BATTERSON PARK ROAD | FARMINGTON | CT | 06032 | CONSTRUCTION | $9,729,422 |
| BIALOSKY AND PARTNERS ARCHITECTS LLC | |||||
| 28 GREENE ST SUITE 2W | NEW YORK | NY | 10013 | ARCHITECT | $1,602,257 |
| DBI PROJECTS LLC | |||||
| 1261 BROADWAY 11TH FLOOR | NEW YORK | NY | 10001 | CONSTRUCTION CONSULTANTS | $811,194 |
| ELLUCIAN COMPANY | |||||
| 14327 COLLECTIONS CENTER DR | CHICAGO | IL | 60693 | IT SERVICES | $745,114 |
| CONSIGLI CONSTRUCTION NY LLC | |||||
| 3 LEAR JET LANE SUITE 201S | LATHAM | NY | 12110 | DESIGN CONSULTANTS | $738,712 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 53 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $183,950 | FundraisingAmt |
| Government Grants | $5,034,966 | GovernmentGrantsAmt |
| All Other Contributions | $116,198,665 | AllOtherContributionsAmt |
| Noncash Contributions | $1,395,447 | NoncashContributionsAmt |
| Total Contributions | $121,417,581 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUTITON & FEES | 611710 | $161,461,611 | $161,461,611 |
| ROOM & BOARD CHARGES | 611710 | $30,266,350 | $30,266,350 |
| OTHER CHARGES | 611710 | $1,029,424 | $1,029,424 |
| CAMPUS & SUMMER RENTAL | 611710 | $584,367 | $584,367 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $193,341,752 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,797,280 | TotalRevenueColumnAmt |
| Exclusion | $19,797,280 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,003 | TotalRevenueColumnAmt |
| Exclusion | $9,003 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $48,247,382 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $59,780,775 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$11,533,393 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$11,533,393 | TotalRevenueColumnAmt |
| Exclusion | -$11,533,393 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $51,800 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $183,950 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $175,633 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$123,833 | TotalRevenueColumnAmt |
| Exclusion | -$123,833 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER REVENUE | 900099 | $7,087,183 | $7,087,183 |
| TICKET SALES FOR PERFORMANCES | 900099 | $1,884,312 | $1,884,312 |
| STUDENT FINES & OTHER CHARGES | 900099 | $9,015 | $9,015 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,980,510 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $331,888,900 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $202,322,262 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,149,057 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,199,817 | TotalAmt |
| Program Services | $1,199,817 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,717,142 | TotalAmt |
| Program Services | $108,717,142 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,923,940 | TotalAmt |
| Program Services | $5,923,940 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,700,777 | TotalAmt |
| Program Services | $155,618 | ProgramServicesAmt |
| Management And General | $2,324,301 | ManagementAndGeneralAmt |
| Fundraising | $220,858 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,332,622 | TotalAmt |
| Program Services | $98,029,571 | ProgramServicesAmt |
| Management And General | $9,729,687 | ManagementAndGeneralAmt |
| Fundraising | $1,573,364 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,145,913 | TotalAmt |
| Program Services | $6,678,470 | ProgramServicesAmt |
| Management And General | $1,341,473 | ManagementAndGeneralAmt |
| Fundraising | $125,970 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,190,757 | TotalAmt |
| Program Services | $19,126,740 | ProgramServicesAmt |
| Management And General | $3,596,646 | ManagementAndGeneralAmt |
| Fundraising | $467,371 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,401,678 | TotalAmt |
| Program Services | $13,038,023 | ProgramServicesAmt |
| Management And General | $1,961,421 | ManagementAndGeneralAmt |
| Fundraising | $402,234 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,097,285 | TotalAmt |
| Program Services | $806,516 | ProgramServicesAmt |
| Management And General | $285,399 | ManagementAndGeneralAmt |
| Fundraising | $5,370 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,325 | TotalAmt |
| Program Services | $130,336 | ProgramServicesAmt |
| Management And General | $46,121 | ManagementAndGeneralAmt |
| Fundraising | $868 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,921 | TotalAmt |
| Management And General | $44,921 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,040 | TotalAmt |
| Fundraising | $121,040 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,119 | TotalAmt |
| Management And General | $59,119 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,080,801 | TotalAmt |
| Program Services | $10,433,614 | ProgramServicesAmt |
| Management And General | $3,647,187 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,538,685 | TotalAmt |
| Program Services | $1,366,334 | ProgramServicesAmt |
| Management And General | $166,517 | ManagementAndGeneralAmt |
| Fundraising | $5,834 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $629,464 | TotalAmt |
| Program Services | $558,957 | ProgramServicesAmt |
| Management And General | $68,121 | ManagementAndGeneralAmt |
| Fundraising | $2,386 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,730,057 | TotalAmt |
| Program Services | $1,536,270 | ProgramServicesAmt |
| Management And General | $187,228 | ManagementAndGeneralAmt |
| Fundraising | $6,559 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,936,850 | TotalAmt |
| Program Services | $9,668,380 | ProgramServicesAmt |
| Management And General | $268,470 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,047,979 | TotalAmt |
| Program Services | $18,243,947 | ProgramServicesAmt |
| Management And General | $830,321 | ManagementAndGeneralAmt |
| Fundraising | $973,711 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $508,220 | TotalAmt |
| Program Services | $451,293 | ProgramServicesAmt |
| Management And General | $55,000 | ManagementAndGeneralAmt |
| Fundraising | $1,927 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,123,002 | TotalAmt |
| Program Services | $18,655,254 | ProgramServicesAmt |
| Management And General | $454,413 | ManagementAndGeneralAmt |
| Fundraising | $13,335 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,563,512 | TotalAmt |
| Program Services | $10,802,724 | ProgramServicesAmt |
| Management And General | $715,666 | ManagementAndGeneralAmt |
| Fundraising | $45,122 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,001,130 | TotalAmt |
| Program Services | $162,543 | ProgramServicesAmt |
| Management And General | $1,838,587 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM SUPPLIES | $17,045,087 | $14,104,931 | $2,510,167 | $429,989 |
| FOOD SERVICE | $9,333,437 | $7,621,891 | $1,356,420 | $355,126 |
| MAINTENENCE AND OPERATI | $8,955,067 | $7,154,046 | $1,740,060 | $60,961 |
| MISCELLANEOUS EXPENSES | $70,843 | $70,843 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,676,470 | TotalAmt |
| Program Services | $354,566,357 | ProgramServicesAmt |
| Management And General | $33,298,088 | ManagementAndGeneralAmt |
| Fundraising | $4,812,025 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,401,519 | BOYAmt |
| EOY | $7,519,148 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,034,589 | BOYAmt |
| EOY | $11,716,935 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $370,437,493 | BOYAmt |
| EOY | $341,782,334 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,025,603 | BOYAmt |
| EOY | $25,092,418 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $992,463 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,480,679 | BOYAmt |
| EOY | $2,376,441 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,605,928 | BOYAmt |
| EOY | $6,626,102 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $567,408,385 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $240,916,418 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,917,786 | BOYAmt |
| EOY | $326,491,967 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,319,692 | BOYAmt |
| EOY | $42,387,108 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,095,237 | BOYAmt |
| EOY | $2,033,033 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,862,622 | BOYAmt |
| EOY | $362,462,880 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,005,181,148 | BOYAmt |
| EOY | $1,129,480,829 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,395,031 | BOYAmt |
| EOY | $49,386,356 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,882,950 | BOYAmt |
| EOY | $20,141,107 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,770,000 | BOYAmt |
| EOY | $306,900,000 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000,000 | BOYAmt |
| EOY | $10,000,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,488,218 | BOYAmt |
| EOY | $593,238 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,890,000 | BOYAmt |
| EOY | $45,890,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,599,072 | BOYAmt |
| EOY | $186,981,527 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450,025,271 | BOYAmt |
| EOY | $619,892,228 | 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 | $43,637,637 | BOYAmt |
| EOY | $35,757,313 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $511,518,240 | BOYAmt |
| EOY | $473,831,288 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $555,155,877 | BOYAmt |
| EOY | $509,588,601 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,005,181,148 | BOYAmt |
| EOY | $1,129,480,829 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$60,787,570 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $15,282,498 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$62,204 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | 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 | $169,752,840 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $236,742,554 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $202,277,293 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $107,869,017 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $121,417,581 | CurrentTaxYearAmt |
| Total | $838,059,285 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $169,752,840 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $236,742,554 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $202,277,293 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $107,869,017 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $121,417,581 | CurrentTaxYearAmt |
| Total | $838,059,285 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $135,117,495 | SubstantialContributorsTotAmt |
| Public Support Total170 | $702,941,790 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,187,355 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,127,791 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,648,664 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,164,584 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,806,283 | CurrentTaxYearAmt |
| Total | $80,934,677 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61,905 | CurrentTaxYearMinus4YearsAmt |
| Total | $61,905 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,844,964 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,742,854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,460,695 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,153,204 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,032,310 | CurrentTaxYearAmt |
| Total | $44,234,027 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $963,289,894 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $897,665,523 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72970 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70010 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER REVENUE - 2019 AMOUNT: $ 11,261,165. 2020 AMOUNT: $ 7,698,082. 2021 AMOUNT: $ 6,910,536. 2022 AMOUNT: $ 5,909,728. 2023 AMOUNT: $ 7,138,983. TICKET SALES FOR PERFORMANCES - 2019 AMOUNT: $ 1,552,041. 2020 AMOUNT: $ 43,227. 2021 AMOUNT: $ 546,409. 2022 AMOUNT: $ 1,236,341. 2023 AMOUNT: $ 1,884,312. STUDENT FINES OTHER CHARGES - 2019 AMOUNT: $ 31,758. 2020 AMOUNT: $ 1,545. 2021 AMOUNT: $ 3,750. 2022 AMOUNT: $ 7,135. 2023 AMOUNT: $ 9,015. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $44,921 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $44,921 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | PAYMENT TO THIRD PARTIES FOR LOBBYING SERVICES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 380.00 | TotalAcreageCnt |
| Historic Structure Easements | 1 | HistoricStructureEasementsCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $1,235,126 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $395,986,151 | BeginningYearBalanceAmt |
| Contributions | $13,741,974 | ContributionsAmt |
| Investment Earnings Or Losses | $3,082,436 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,175,323 | OtherExpendituresAmt |
| End Year Balance | $410,635,238 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $412,410,271 | BeginningYearBalanceAmt |
| Contributions | $42,417,141 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,186,552 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $54,654,709 | OtherExpendituresAmt |
| End Year Balance | $395,986,151 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $292,805,225 | BeginningYearBalanceAmt |
| Contributions | $137,823,089 | ContributionsAmt |
| Investment Earnings Or Losses | -$15,825,206 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,392,837 | OtherExpendituresAmt |
| End Year Balance | $412,410,271 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $220,804,948 | BeginningYearBalanceAmt |
| Contributions | $51,214,557 | ContributionsAmt |
| Investment Earnings Or Losses | $31,827,555 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,041,835 | OtherExpendituresAmt |
| End Year Balance | $292,805,225 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $209,045,450 | BeginningYearBalanceAmt |
| Contributions | $13,194,750 | ContributionsAmt |
| Investment Earnings Or Losses | -$233,738 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,201,514 | OtherExpendituresAmt |
| End Year Balance | $220,804,948 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.06220 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.69111 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24669 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,619,737 | OtherCostOrOtherBasisAmt |
| Book Value | $50,619,737 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $429,985,041 | OtherCostOrOtherBasisAmt |
| Depreciation | $214,177,048 | DepreciationAmt |
| Book Value | $215,807,993 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,420,842 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,408,855 | DepreciationAmt |
| Book Value | $4,011,987 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $60,382,765 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,330,515 | DepreciationAmt |
| Book Value | $56,052,250 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $326,491,967 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (9 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN BARD ENDOWMENT TRUST | $101,300,958 |
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $13,005,465 |
| DEPOSITS WITH BOND TRUSTEES | $137,000,014 |
| RIGHT OF USE ASSET - OPERATING LEASE | $86,680,729 |
| ART, ANTIQUES AND COLLECTIBLES | $1,235,126 |
| DUE FROM RELATED PARTIES | $17,906,060 |
| RIGHT OF USE ASSET - FINANCE LEASE | $2,217,223 |
| ADVANCES FROM FEDERAL GOVERNMENT | $63,939 |
| INTEREST RATE SWAP AGREEMENT | $3,053,366 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $362,462,880 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE U.S. GOVERNMENT STUDENT LOANS | $218,224 |
| OPERATING LEASE LIABILITY | $94,670,218 |
| OTHER LIABILITY | $548,697 |
| TAXABLE BONDS | $89,320,000 |
| FINANCE LEASE LIABILITY | $2,224,388 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $186,981,527 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $238,508,566 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $15,282,498 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$108,779,346 | OtherRevenueAmt |
| Revenue Not Reported | -$93,496,848 | RevenueNotReportedAmt |
| Revenue Subtotal | $332,005,414 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $59,119 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$175,633 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$116,514 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $331,888,900 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $284,192,272 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $292,063 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $292,063 | ExpensesNotReportedAmt |
| Expenses Subtotal | $283,900,209 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $59,119 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $108,717,142 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $108,776,261 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $392,676,470 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2024 AND 2023. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND FINANCIAL AID -108,717,142. OTHER NON-OPERATING LOSS -62,204. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE -175,633. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE 175,633. OTHER NON-OPERATING EXPENSE 116,430. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND FINANCIAL AID 108,717,142. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | BARD 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 6 | FINANCIAL 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| RUSSIA AND NEIGHBORING STATES | 1 | 2 | PROGRAM SERVICES | ACADEMIC SUPPORT | $1,182,374 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | PROGRAM SERVICES | ACADEMIC SUPPORT | $2,170,089 |
| MIDDLE EAST AND NORTH AFRICA | 2 | 8 | PROGRAM SERVICES | ACADEMIC SUPPORT | $1,061,641 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | ACADEMIC SUPPORT | $173,105 |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 0 | 0 | PROGRAM SERVICES | ACADEMIC SUPPORT | $104,502 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | ACADEMIC SUPPORT | $36,099 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | ACADEMIC SUPPORT | $627,498 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | ACADEMIC SUPPORT | $792,717 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | PROGRAM SERVICES | ACADEMIC SUPPORT | $201,708 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | INVESTMENT | EDUCATION | $196,154 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | INVESTMENT | REAL ESTATE | $14,446,345 |
| CENTRAL AMERICA AND THE CARIBBEAN | 1 | 0 | INVESTMENT | EDUCATION | $819,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 3 | SubtotalOfficesCnt |
| Subtotal Employees | 10 | SubtotalEmployeesCnt |
| Continuation Total Office | 1 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 4 | TotalOfficeCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Subtotal Spent | $6,148,025 | SubtotalSpentAmt |
| Continuation Spent | $15,663,907 | ContinuationSpentAmt |
| Total Spent | $21,811,932 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (8 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| RUSSIA AND NEIGHBORING STATES | ACADEMIC SUPPORT | $1,129,841 | EFT | $0 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | ACADEMIC SUPPORT | $1,407,726 | EFT | $0 |
| MIDDLE EAST AND NORTH AFRICA | ACADEMIC SUPPORT | $910,802 | EFT | $0 |
| SOUTH ASIA | ACADEMIC SUPPORT | $61,550 | EFT | $0 |
| CENTRAL AMERICA AND THE CARIBBEAN | ACADEMIC SUPPORT | $28,709 | EFT | $0 |
| NORTH AMERICA | ACADEMIC SUPPORT | $443,515 | EFT | $0 |
| SUB-SAHARAN AFRICA | ACADEMIC SUPPORT | $739,601 | EFT | $0 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | ACADEMIC SUPPORT | $141,668 | EFT | $0 |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| ACADEMIC SUPPPORT | EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 3 | $34,733 | EFT |
| ACADEMIC SUPPPORT | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 6 | $137,396 | EFT |
| ACADEMIC SUPPPORT | RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, | 3 | $26,019 | EFT |
| ACADEMIC SUPPPORT | SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 4 | $79,730 | EFT |
| ACADEMIC SUPPPORT | SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 6 | $130,838 | EFT |
| ACADEMIC SUPPPORT | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU | 40 | $470,937 | EFT |
| ACADEMIC SUPPORT | CENTRAL AMERICA AND THE CARIBBEAN | 1 | $5,000 | EFT |
| ACADEMIC SUPPORT | MIDDLE EAST AND NORTH AFRICA | 8 | $80,125 | EFT |
| ACADEMIC SUPPORT | SOUTH ASIA | 2 | $95,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GURA ASSOCIATES LTC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 WEST END AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | STRATEGIC AND ADVISORY CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $121,040 | RetainedByContractorAmt |
| Net To Organization | -$121,040 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $121,040 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$121,040 | TotalNetToOrganizationAmt |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CCS GALA | Event1Nm |
| Gross Receipts Event1 | $235,750 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $183,950 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $51,800 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $35,000 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $33,876 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $71,500 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $35,257 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $235,750 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $183,950 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $51,800 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $35,000 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $33,876 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $71,500 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $35,257 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $175,633 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$123,833 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN SYMPHONY ORCHESTRA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 263 W 38TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 131969375 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $1,199,817 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| BARD UNDERGRADUATE SCHOLARSHIPS | 1812 | $77,902,954 |
| BARD GRADUATE SCHOLARSHIPS | 473 | $10,882,106 |
| SIMON'S ROCK UNDERGRADUATE SCHOLARSHIPS | 242 | $11,692,607 |
| LONGY SCHOOL OF MUSIC SCHOLARSHIPS | 322 | $8,226,475 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LEON BOTSTEIN | ||||||||||||||
| PRESIDENT/TRUSTEE | $575,000 | $0 | $0 | $0 | $0 | $0 | $88,932 | $0 | $28,632 | $0 | $692,564 | $0 | $0 | $0 |
| TOM ECCLES | ||||||||||||||
| EXECUTIVE DIRECTOR CCS | $440,994 | $0 | $0 | $0 | $24,000 | $0 | $33,179 | $0 | $29,109 | $0 | $527,282 | $0 | $0 | $0 |
| JONATHAN BECKER | ||||||||||||||
| EXECUTIVE VP | $352,001 | $0 | $0 | $0 | $40,000 | $0 | $34,232 | $0 | $29,109 | $0 | $455,342 | $0 | $0 | $0 |
| TAUN TOAY | ||||||||||||||
| CFO/VP OF FINANCE | $352,502 | $0 | $0 | $0 | $40,000 | $0 | $34,232 | $0 | $23,412 | $0 | $450,146 | $0 | $0 | $0 |
| KAREN ZORN | ||||||||||||||
| PRESIDENT, LONGY | $321,208 | $0 | $0 | $0 | $0 | $0 | $14,856 | $0 | $15,766 | $0 | $351,830 | $0 | $0 | $0 |
| DIMITRI PAPADIMITRIOU | ||||||||||||||
| PRESIDENT OF LEVY INST | $252,199 | $0 | $0 | $0 | $0 | $0 | $31,525 | $0 | $27,921 | $0 | $311,645 | $0 | $0 | $0 |
| DEBRA PEMSTEIN | ||||||||||||||
| VP DEVELOPMENT | $257,516 | $0 | $0 | $0 | $0 | $0 | $26,095 | $0 | $22,874 | $0 | $306,485 | $0 | $0 | $0 |
| GIDEON LESTER | ||||||||||||||
| ARTISTIC DIRECTOR AND CEO FISHER CEN | $248,385 | $0 | $0 | $0 | $0 | $0 | $30,937 | $0 | $11,337 | $0 | $290,659 | $0 | $0 | $0 |
| DEIRDRE D'ALBERTIS | ||||||||||||||
| DEAN | $223,408 | $0 | $0 | $0 | $0 | $0 | $22,660 | $0 | $29,109 | $0 | $275,177 | $0 | $0 | $0 |
| JAMES BAGWELL | ||||||||||||||
| DIRECTOR OF MUSIC PROGRAMS | $220,575 | $0 | $0 | $0 | $0 | $0 | $27,830 | $0 | $10,263 | $0 | $258,668 | $0 | $0 | $0 |
| JOHN WEINSTEIN | ||||||||||||||
| PROVOST, SIMON'S ROCK | $208,085 | $0 | $0 | $0 | $0 | $0 | $20,809 | $0 | $5,023 | $0 | $233,917 | $0 | $0 | $0 |
| JANET OZARCHUK | ||||||||||||||
| COO, BGC | $192,850 | $0 | $0 | $0 | $0 | $0 | $9,785 | $0 | $11,337 | $0 | $213,972 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| DUTCHESS COUNTY LOCAL DEVELOPMENT CORP | ||||||||
| A | 273106797 | 267045NK4 | 2020-12-23 | $158,914,743 | FINANCE CONSTRUCTION | 0 | 0 | 0 |
| DUTCHESS COUNTY LOCAL DEVELOPMENT CORPORATION | ||||||||
| B | 273106797 | NONEAVAIL | 2024-01-18 | $42,500,000 | FINANCE CONSTRUCTION | 0 | 0 | 0 |
| DUTCHESS COUNTY LOCAL DEVELOPMENT CORPORATION | ||||||||
| C | 273106797 | 267045RU8 | 2023-09-14 | $112,905,000 | FINANCE CONSTRUCTION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | UnspentUnspentAmt | Capitalized InterestCapitalizedInterestAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $150,770,000 | $13,892,963 | $2,098,895 | $18,441,952 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | ||
| B | $42,500,000 | $725,000 | $7,201,821 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | $34,573,179 | ||
| C | $112,905,000 | $1,963,868 | $31,609,605 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | $73,008,875 | $6,322,652 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|
| A | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| C | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan To OrganizationLoanToOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd | Loan From OrganizationLoanFromOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| STEWART RESNICK | ||||||||
| TRUSTEE | WORKING CAPITAL LOAN TO ORGANIZATION | Yes (X) | $10,000,000 | $10,000,000 | 0 | Yes (1) | Yes (1) | |
| LEON BOTSTEIN | ||||||||
| PRESIDENT/ TRUSTEE | PAYROLL ADVANCES - VARIOUS | $992,463 | $992,463 | 0 | Yes (1) | 0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $10,992,463 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| MARK BROSSMAN | |||
| TRUSTEE | $178,946 | LEGAL SERVICES | 0 |
| CHRISTINE DIAZ | |||
| SPOUSE OF CFO | $79,368 | PROPERTY RENTAL AND DESIGN | 0 |
| JAMES VON KLEMPERER | |||
| TRUSTEE | $359,551 | ARCHITECTURAL SERVICES | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $119,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PROFESSIONAL VALUATION | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,008 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | CASH | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2,780 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | CASH | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 89 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,249,009 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET PRICE | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,950 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PROFESSIONAL VALUATION | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MUSICAL INSTRUMENTS | 2 | $12,000 | CASH |
| Yes (X) | GIFT CARDS | 2 | $1,200 | CASH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 3 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | NUMBER OF CONTRIBUTIONS |
| PART I, LINE 33: | 47 OF THE 89 GIFTS OF PUBLICLY TRADED SECURITIES WERE PAYMENTS ON PRIOR YEAR PLEDGES, WITH REVENUES RECORDED IN THE YEARS PLEDGED. TOTAL VALUE OF THESE STOCKS WAS $7,564,200 TWO OF THE FIVE COLLECTIONS OF BOOKS AND PUBLICATIONS DONATED TO THE COLLEGE, AS WELL AS ONE DONATION OF ART, HAVE NOT YET HAD VALUATIONS COMPLETED AND ARE ENTERED ON SCHEDULE M AT $0. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR 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 12C | THE 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 15 | THE 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 19 | THE 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: | OTHER NON-OPERATING LOSS -62,204. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARD BERLIN RE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 CAMUS ROAD | AddressLine1Txt |
| City | ANNANDALE ON HUDSON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831502789 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Total Income | $252,502 | TotalIncomeAmt |
| End Of Year Assets | $486,475 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARD COLLEGE | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BARD COLLEGE BERLIN A LIBERAL ARTS UNIVERSITY GGMBH | |||||||||||||
| 30 CAMPUS ROAD | ANNANDALEONHUDSON | NY | 12504 | 320105791 | EDUCATION | GM | 501(C)(3) | LINE 2 | BARD COLLEGE | Yes (1) | |||
| SIMON'S ROCK IN MONTSERRAT EDUCATION FOUNDATION INC | |||||||||||||
| EDUCATION | MH | 501(C)(3) | LINE 2 | BARD COLLEGE | Yes (1) | PO BOX 8 | OLD TOWNE | MH | |||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KW RESIDENCES GMBH & CO KG | |||||||||||||||||
| CAROLINE-VON-HUMBOLDT-WEG 8 | BERLIN | GM | REAL ESTATE | GM | BARD COLLEGE | RELATED | $385,244 | $8,397,983 | 0 | Yes (1) | 0.50000 | ||||||
| PANKOW RESIDENCES LLC | |||||||||||||||||
| REAL ESTATE | BARD COLLEGE | RELATED | $252,502 | $486,475 | 0 | Yes (1) | 0.58800 | 1261 BROADWAY | NEW YORK | NY | 10001 | 831052789 | NY | ||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BARD REAL ESTATE GMBH | |||||||||||
| KURFURSTENDAMN 48-49 | BERLIN | GM | 10707 | REAL ESTATE | GM | BARD BERLIN | C | $101,961 | $5,749,566 | 1.00000 | Yes (1) |
| KW RESIDENCES GP GMBH | |||||||||||
| CAROLINE-VON-HUMBOLDT-WEG 8 | BERLIN | GM | REAL ESTATE | GM | PANKOW RESIDENCES LLC | C | -$7,520 | $298,796 | 0.58800 | 0 | |
| BARD ASIA LIMITED | |||||||||||
| WORKSHOP 60 3/F BLOCK A EAST SUN | HONG KONG | CH | EDUCATION | CH | BARD COLLEGE | C | -$417,149 | $196,154 | 1.00000 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (1) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BARD COLLEGE BERLIN A LIBERAL ARTS UNIVERSITY GGMBH | ||
| B | $585,611 | CASH TRANSFER |
| PANKOW RESIDENCES LLC | ||
| S | $631,790 | CASH TRANSFER |
| SIMON'S ROCK IN MONTSERRAT EDUCATION FOUNDATION INC | ||
| B | $256,286 | ASSET TRANSFER |
Comments