TRUSTEES OF THE COLLEGE OF THE HOLY CROSS: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: TRUSTEES OF THE COLLEGE OF THE HOLY CROSS (EIN 04-2103558)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2025-05-12
IRS object ID: 202541329349303719
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	2025-05-12T12:28:14-05:00	ReturnTs
Tax Period End	2024-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	991856619	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GRANT THORNTON ADVISORS LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	53 STATE STREET SUITE 1600	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02109	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	042103558	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TRUSTEES OF THE COLLEGE OF	BusinessNameLine1Txt
Business Name Line2	THE HOLY CROSS	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	TRUS	BusinessNameControlTxt
Phone	5087933497	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE COLLEGE STREET	AddressLine1Txt
City	WORCESTER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	016102395	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DOROTHY A GAGNON	PersonNm
Person Title	SENIOR VP AND TREASURER	PersonTitleTxt
Phone	5087933497	PhoneNum
Signature	2025-05-12	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	ERIN COUTURE	PreparerPersonNm
PTIN	P01390592	PTIN
Phone	6177237900	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	COLLEGE OF THE HOLY CROSS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	VINCENT ROUGEAU	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE COLLEGE STREET	AddressLine1Txt
City	WORCESTER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	016102395	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$538,339,993	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.HOLYCROSS.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1843	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	COLLEGE OF THE HOLY CROSS IS A PRIVATE, JESUIT, CATHOLIC, LIBERAL ARTS COLLEGE (SEE SCHEDULE O).	ActivityOrMissionDesc
Voting Members Governing Body	37	VotingMembersGoverningBodyCnt
Voting Members Independent	35	VotingMembersIndependentCnt
Total Employee	3281	TotalEmployeeCnt
Total Volunteers	2454	TotalVolunteersCnt
Total Gross UBI	$1,049,562	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$37,515,227	PYContributionsGrantsAmt
CY Contributions Grants	$30,798,657	CYContributionsGrantsAmt
PY Program Service Revenue	$240,829,325	PYProgramServiceRevenueAmt
CY Program Service Revenue	$253,743,145	CYProgramServiceRevenueAmt
PY Investment Income	$29,595,607	PYInvestmentIncomeAmt
CY Investment Income	$65,879,566	CYInvestmentIncomeAmt
PY Other Revenue	$282,232	PYOtherRevenueAmt
CY Other Revenue	$337,754	CYOtherRevenueAmt
PY Total Revenue	$308,222,391	PYTotalRevenueAmt
CY Total Revenue	$350,759,122	CYTotalRevenueAmt
PY Grants And Similar Paid	$74,712,627	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$76,466,660	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$131,835,199	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$138,253,069	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$38,596	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$61,208	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$9,056,786	CYTotalFundraisingExpenseAmt
PY Other Expenses	$110,642,634	PYOtherExpensesAmt
CY Other Expenses	$106,841,524	CYOtherExpensesAmt
PY Total Expenses	$317,229,056	PYTotalExpensesAmt
CY Total Expenses	$321,622,461	CYTotalExpensesAmt
PY Revenues Less Expenses	-$9,006,665	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$29,136,661	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,609,954,174	TotalAssetsBOYAmt
Total Assets EOY	$1,667,203,048	TotalAssetsEOYAmt
Total Liabilities BOY	$287,611,277	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$267,784,408	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,322,342,897	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,399,418,640	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$275,737,816	ExpenseAmt
Grant	$76,466,660	GrantAmt
Revenue	$251,681,509	RevenueAmt
Desc	THE PRIMARY PROGRAM IS UNDERGRADUATE INSTRUCTION IN THE LIBERAL ARTS THAT LEADS TO A BACHELOR OF ARTS DEGREE. THE CURRICULUM INCLUDES PROGRAMS IN THE ARTS, SCIENCES, SOCIAL SCIENCES, AND HUMANITIES. SEE DETAIL ON SCHEDULE O.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$1,008,133	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$1,012,074	RevenueAmt
Desc	BASIC RESEARCH IN CHEMISTRY, PHYSICS, PSYCHOLOGY, AND BIOLOGY, FUNDED BY PRIVATE AND PUBLIC GRANTS.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$276,745,949	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	Yes (1)	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	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	0	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	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	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	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	4826	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	3281	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
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	37	GoverningBodyVotingMembersCnt
Independent Voting Member	35	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	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Phone	5087933497	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE COLLEGE STREET	AddressLine1Txt
City	WORCESTER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	016102395	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
VINCENT D ROUGEAU
PRESIDENT	45.00	0.00	Yes (X)	Yes (X)	$709,915	$0	$108,785
MEAH S AUSTIN
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
REV MARK G BOSCO S J
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
HELEN W BOUCHER MD
TRUSTEE/CHAIR	3.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
CATHERINE C BURKE
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
J CHRISTOPHER COLLINS
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
EMMETT J DALY
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
LORN C DAVIS
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
RICHARD S FLAHERTY
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
ANDREW J GARAVEL SJ
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
REV C KEVIN GILLESPIE S J
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
STANLEY E GRAYSON
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
ROBERT A HARRINGTON
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
ANNE F HARRIS
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
CAROL DONOVAN JUEL
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
REV GREGORY A KALSCHEUR S J
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
ROBERT L KEANE SJ
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
JAMES W KEYES
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
STEPHANIE COLEMAN LINNARTZ
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
STEPHEN A LOVELETTE
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
SCHONE L MALLIET
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
CHERYL A MARTIN
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
SHAUN P MATHEWS
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
CHRISTOPHER M MILLARD
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
JAMES F MOONEY III
TRUSTEE/VICE CHAIR	3.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
R MICHAEL MORAN
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
REV PETER NGUYEN SJ
TRUSTEE (THRU 12/2023)	3.00	0.00	Yes (X)		$0	$0	$0
DONNA MURPHY O'BRIEN
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
PETER W OLIVER
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
ERIN B ROBERT
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
SR BARBARA J ROGERS RSCJ
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
DAVID P RYAN
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
STEPHEN P SKINNER
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
BEATRIZ PINA SMITH
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
SUZANNE K STREETER
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
JOHN J SUYDAM
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
BRENDAN J SWORDS
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
HON HARRY K THOMAS JR
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
ELIZABETH DIONNE
AVP FOR FINANCE & ASST TREASURER	45.00	0.00		Yes (X)	$265,778	$0	$56,909
DOROTHY A GAGNON
SVP OF ADMIN & FINANCE/TREASURER	45.00	0.00		Yes (X)	$508,682	$0	$76,098
HEATHER HAYES
SENIOR VP & CHIEF OF STAFF	45.00	0.00		Yes (X)	$333,227	$0	$30,048
MELANIE MITCHELL-PUCHULU
SR EXEC ASST FOR PRES. & ASST SEC.	45.00	0.00		Yes (X)	$94,855	$0	$46,318
DANIEL RICCIARDI
AVP AND ASST TREASURER	45.00	0.00		Yes (X)	$185,261	$0	$61,741
MICHELE MURRAY
SVP OF STUDENT AFFAIRS/DOS	45.00	0.00			$271,534	$0	$61,485	Yes (X)
ELLIOTT VISCONSI
PROVOST & DEAN OF THE COLLEGE	45.00	0.00			$229,306	$0	$32,141	Yes (X)
ELIZABETH SMALL
VP, GENERAL COUNSEL	45.00	0.00			$325,312	$0	$119,412		Yes (X)
PREDRAG CICOVACKI
PROFESSOR (THRU 09/2023)	45.00	0.00			$412,745	$0	$23,648		Yes (X)
KOLLEEN RASK
PROFESSOR (THRU 09/2023)	45.00	0.00			$415,935	$0	$26,202		Yes (X)
ROBERT CHESNEY
HEAD FOOTBALL COACH (THRU 12/2023)	45.00	0.00			$365,435	$0	$69,152		Yes (X)
MARGARET FREIJE
PROFESSOR	45.00	0.00			$308,147	$0	$62,891		Yes (X)
TRACY BARLOK
FORMER VP FOR ADVANCEMENT	45.00	0.00			$167,292	$0	$0			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$4,593,424	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$774,830	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	299	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	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
STRATEGIC INVESTMENT GROUP
1001 19TH ST NORTH 17TH FL	ARLINGTON	VA	22209	INVESTMENT MANAGEMENT	$2,344,155
SILCHESTER INTERNATIONAL INVESTORS INC
780 3RD AVE 42ND FL	NEW YORK	NY	10017	INVESTMENT MANAGEMENT	$481,531
MOTH DESIGN INC
450 HARRISON AVE 303	BOSTON	MA	02118	WEBSITE DESIGN	$233,440
SHAWMUT ADVERTISING INC
310 JUBILEE DRIVE	PEABODY	MA	01960	ADVERTISING	$209,874
CANTINA CONSULTING INC
PO BOX 960926	BOSTON	MA	02196	CONSULTING	$203,056

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	23	CntrctRcvdGreaterThan100KCnt
Fundraising	$69,024	FundraisingAmt
Government Grants	$1,933,737	GovernmentGrantsAmt
All Other Contributions	$28,795,896	AllOtherContributionsAmt
Noncash Contributions	$1,186,325	NoncashContributionsAmt
Total Contributions	$30,798,657	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION AND FEES	611600	$195,568,698	$195,568,698
ROOM AND BOARD	611710	$46,431,784	$46,431,784
SALES OF AUXILIARY SERVICES	722320	$5,275,454	$4,225,892	$1,049,562
ATHLETICS	611710	$4,278,076	$4,278,076
ALL OTHER	611710	$2,189,133	$2,189,133

Field	Value	IRS element (for citing)
Total Program Service Revenue	$253,743,145	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$11,201,334	TotalRevenueColumnAmt
Exclusion	$11,201,334	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$321,500	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$321,500	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$321,500	TotalRevenueColumnAmt
Exclusion	$321,500	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$242,199,268	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$187,521,036	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$54,678,232	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$54,678,232	TotalRevenueColumnAmt
Exclusion	$54,678,232	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$76,089	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$69,024	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$59,835	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$16,254	TotalRevenueColumnAmt
Exclusion	$16,254	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$350,759,122	TotalRevenueColumnAmt
Related Or Exempt Func Income	$252,693,583	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,049,562	UnrelatedBusinessRevenueAmt
Exclusion	$66,217,320	ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$72,708,427	TotalAmt
Program Services	$72,708,427	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$3,758,233	TotalAmt
Program Services	$3,758,233	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$3,349,498	TotalAmt
Program Services	$334,077	ProgramServicesAmt
Management And General	$3,015,421	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$176,021	TotalAmt
Program Services	$176,021	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$100,784,831	TotalAmt
Program Services	$86,404,828	ProgramServicesAmt
Management And General	$10,189,896	ManagementAndGeneralAmt
Fundraising	$4,190,107	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$8,477,607	TotalAmt
Program Services	$7,135,342	ProgramServicesAmt
Management And General	$989,298	ManagementAndGeneralAmt
Fundraising	$352,967	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$18,076,902	TotalAmt
Program Services	$14,981,505	ProgramServicesAmt
Management And General	$2,278,304	ManagementAndGeneralAmt
Fundraising	$817,093	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$7,388,210	TotalAmt
Program Services	$6,075,996	ProgramServicesAmt
Management And General	$1,013,440	ManagementAndGeneralAmt
Fundraising	$298,774	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$428,924	TotalAmt
Program Services	$8,705	ProgramServicesAmt
Management And General	$420,219	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$291,151	TotalAmt
Management And General	$291,151	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$61,208	TotalAmt
Fundraising	$61,208	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$3,966,700	TotalAmt
Management And General	$3,966,700	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$5,688,439	TotalAmt
Program Services	$3,499,550	ProgramServicesAmt
Management And General	$1,598,245	ManagementAndGeneralAmt
Fundraising	$590,644	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$416,752	TotalAmt
Program Services	$179,367	ProgramServicesAmt
Management And General	$217,248	ManagementAndGeneralAmt
Fundraising	$20,137	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$8,682,063	TotalAmt
Program Services	$6,284,668	ProgramServicesAmt
Management And General	$1,516,625	ManagementAndGeneralAmt
Fundraising	$880,770	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$6,003,574	TotalAmt
Program Services	$3,087,810	ProgramServicesAmt
Management And General	$2,442,116	ManagementAndGeneralAmt
Fundraising	$473,648	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$13,351,277	TotalAmt
Program Services	$12,185,165	ProgramServicesAmt
Management And General	$1,021,339	ManagementAndGeneralAmt
Fundraising	$144,773	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$5,565,853	TotalAmt
Program Services	$4,721,110	ProgramServicesAmt
Management And General	$611,053	ManagementAndGeneralAmt
Fundraising	$233,690	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$992,414	TotalAmt
Program Services	$810,501	ProgramServicesAmt
Management And General	$152,668	ManagementAndGeneralAmt
Fundraising	$29,245	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$9,380,876	TotalAmt
Program Services	$8,674,343	ProgramServicesAmt
Management And General	$706,533	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$23,726,140	TotalAmt
Program Services	$21,289,725	ProgramServicesAmt
Management And General	$2,436,415	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$2,920,997	TotalAmt
Program Services	$208,733	ProgramServicesAmt
Management And General	$2,498,351	ManagementAndGeneralAmt
Fundraising	$213,913	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
OTHER COSTS	$9,869,749	$9,687,477	$129,332	$52,940
FOOD FOR DINING OPER.	$6,924,766	$5,902,517	$325,372	$696,877
STUDY ABROAD EXPENSES	$6,597,419	$6,597,419
LIBRARY COLLECTION	$2,034,430	$2,034,430

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$321,622,461	TotalAmt
Program Services	$276,745,949	ProgramServicesAmt
Management And General	$35,819,726	ManagementAndGeneralAmt
Fundraising	$9,056,786	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$6,361	BOYAmt
EOY	$90	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$68,971,038	BOYAmt
EOY	$61,876,293	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$28,168,484	BOYAmt
EOY	$22,877,543	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$801,661	BOYAmt
EOY	$1,529,074	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$9,676,788	BOYAmt
EOY	$13,318,165	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$665,297	BOYAmt
EOY	$653,119	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$4,188,577	BOYAmt
EOY	$6,058,698	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$824,575,688	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$387,975,400	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$439,808,410	BOYAmt
EOY	$436,600,288	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$130,300,456	BOYAmt
EOY	$126,411,731	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$920,011,491	BOYAmt
EOY	$990,119,953	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$7,355,611	BOYAmt
EOY	$7,758,094	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,609,954,174	BOYAmt
EOY	$1,667,203,048	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$37,244,282	BOYAmt
EOY	$32,911,013	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$5,311,667	BOYAmt
EOY	$2,752,923	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$104,707,679	BOYAmt
EOY	$96,264,142	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$1,131,156	BOYAmt
EOY	$1,027,261	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$131,348,896	BOYAmt
EOY	$128,489,640	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$7,867,597	BOYAmt
EOY	$6,339,429	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$287,611,277	BOYAmt
EOY	$267,784,408	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	$687,712,481	BOYAmt
EOY	$726,077,374	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$634,630,416	BOYAmt
EOY	$673,341,266	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,322,342,897	BOYAmt
EOY	$1,399,418,640	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,609,954,174	BOYAmt
EOY	$1,667,203,048	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$29,136,661	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$42,483,727	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$5,455,355	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)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

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	$44,461,765	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$44,590,350	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$48,421,547	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$37,515,227	CurrentTaxYearMinus1YearAmt
Current Tax Year	$30,798,657	CurrentTaxYearAmt
Total	$205,787,546	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$44,461,765	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$44,590,350	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$48,421,547	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$37,515,227	CurrentTaxYearMinus1YearAmt
Current Tax Year	$30,798,657	CurrentTaxYearAmt
Total	$205,787,546	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$25,083,734	SubstantialContributorsTotAmt
Public Support Total170	$180,703,812	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,113,061	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,231,115	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$966,194	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$6,630,028	CurrentTaxYearMinus1YearAmt
Current Tax Year	$11,522,834	CurrentTaxYearAmt
Total	$28,463,232	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$1,090,014	CurrentTaxYearMinus2YearsAmt
Total	$1,090,014	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$44,220	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$155,169	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$60,946	CurrentTaxYearMinus1YearAmt
Current Tax Year	$76,089	CurrentTaxYearAmt
Total	$336,424	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$235,677,216	TotalSupportAmt
Gross Receipts Rltd Activities	$1,108,981,050	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.76670	PublicSupportCY170Pct
Public Support PY170	0.78280	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	GROSS INCOME FROM FUNDRAISING ACTIVITIES - 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 44,220. 2021 AMOUNT: $ 155,169. 2022 AMOUNT: $ 60,946. 2023 AMOUNT: $ 76,089.	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	$1,500	OtherActivitiesAmt
Total Lobbying Expenditures	$1,500	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE C, PART II-B	FormAndLineReferenceDesc
Explanation	THE COLLEGE PAID MEMBERSHIP DUES OF $157,926 DURING THE FISCAL YEAR TO CERTAIN ORGANIZATIONS WHICH MAY LOBBY ON ITS BEHALF. THE COLLEGE RECEIVED INFORMATION FROM ONE ASSOCIATION THAT DUES OF $1,500 WERE ATTRIBUTABLE TO LOBBYING EXPENDITURES.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Historic Structure	Yes (X)	HistoricStructureInd
Total Easements	1	TotalEasementsCnt
States Easements Held	1	StatesEasementsHeldCnt
Written Policy Monitoring	0	WrittenPolicyMonitoringInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$15,500	RevenuesIncludedAmt
Assets Included	$2,051,165	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd
Agent Trustee Etc	0	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (1)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,043,310,791	BeginningYearBalanceAmt
Contributions	$8,440,412	ContributionsAmt
Investment Earnings Or Losses	$104,128,508	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$13,573,897	GrantsOrScholarshipsAmt
Other Expenditures	$29,453,982	OtherExpendituresAmt
Administrative Expenses	$3,587,292	AdministrativeExpensesAmt
End Year Balance	$1,109,264,540	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$992,626,922	BeginningYearBalanceAmt
Contributions	$18,098,920	ContributionsAmt
Investment Earnings Or Losses	$77,267,013	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$12,936,629	GrantsOrScholarshipsAmt
Other Expenditures	$27,443,838	OtherExpendituresAmt
Administrative Expenses	$4,301,597	AdministrativeExpensesAmt
End Year Balance	$1,043,310,791	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,043,289,368	BeginningYearBalanceAmt
Contributions	$16,108,656	ContributionsAmt
Investment Earnings Or Losses	-$22,279,265	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$10,342,556	GrantsOrScholarshipsAmt
Other Expenditures	$24,719,674	OtherExpendituresAmt
Administrative Expenses	$9,429,607	AdministrativeExpensesAmt
End Year Balance	$992,626,922	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$760,298,642	BeginningYearBalanceAmt
Contributions	$32,439,834	ContributionsAmt
Investment Earnings Or Losses	$289,366,830	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$10,342,556	GrantsOrScholarshipsAmt
Other Expenditures	$24,282,507	OtherExpendituresAmt
Administrative Expenses	$4,190,875	AdministrativeExpensesAmt
End Year Balance	$1,043,289,368	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$785,851,880	BeginningYearBalanceAmt
Contributions	$4,615,665	ContributionsAmt
Investment Earnings Or Losses	$4,823,833	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$9,295,512	GrantsOrScholarshipsAmt
Other Expenditures	$21,201,895	OtherExpendituresAmt
Administrative Expenses	$4,495,329	AdministrativeExpensesAmt
End Year Balance	$760,298,642	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.41750	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.25950	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.32300	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$8,410,639	OtherCostOrOtherBasisAmt
Book Value	$8,410,639	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$663,844,992	OtherCostOrOtherBasisAmt
Depreciation	$280,037,373	DepreciationAmt
Book Value	$383,807,619	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Book Value	$0	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$89,323,847	OtherCostOrOtherBasisAmt
Depreciation	$70,270,818	DepreciationAmt
Book Value	$19,053,029	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$62,996,210	OtherCostOrOtherBasisAmt
Depreciation	$37,667,209	DepreciationAmt
Book Value	$25,329,001	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$436,600,288	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
PRIVATE EQUITY	$335,208,074	F
GLOBAL EQUITY	$349,295,457	F
HEDGED FUND ABS. RETURN	$244,932,311	F
REAL ASSETS	$33,298,649	F
FIXED INCOME	$23,747,686	F
OTHER INVESTMENTS	$3,637,776	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$990,119,953	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
ANNUITY OBLIGATIONS	$2,840,940
INTEREST RATE SWAP	$1,882,148
US GOVT REFUNDABLE ADVANCES	$1,616,341

Field	Value	IRS element (for citing)
Total Liability	$6,339,429	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$315,369,682	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$42,483,727	NetUnrealizedGainsInvstAmt
Other Revenue	-$73,966,302	OtherRevenueAmt
Revenue Not Reported	-$31,482,575	RevenueNotReportedAmt
Revenue Subtotal	$346,852,257	RevenueSubtotalAmt
Investment Expenses Not Incld	$3,966,700	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$59,835	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$3,906,865	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$350,759,122	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$238,293,941	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	-$2,837,657	OtherExpensesIncludedAmt
Expenses Not Reported	-$2,837,657	ExpensesNotReportedAmt
Expenses Subtotal	$241,131,598	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$3,966,700	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$76,524,163	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$80,490,863	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$321,622,461	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART II, LINE 9:	THE COLLEGE HAS NOT RECEIVED ANY GIFT OF PROPERTY SUBJECT TO A CONSERVATION EASEMENT AND THEREFORE DOES NOT REPORT A CONSERVATION EASEMENT IN ITS REVENUE AND EXPENSE STATEMENT OR BALANCE SHEET. TWO OF THE COLLEGE'S BUILDINGS THAT ARE USED FOR ACADEMIC AND ADMINISTRATIVE PURPOSES WERE BUILT IN THE LATE 1800'S AND ARE INCLUDED ON THE HISTORIC REGISTER.
PART III, LINE 4:	THROUGH BOTH CONTEMPORARY AND HISTORICAL EXHIBITIONS, THE IRIS AND B. GERALD CANTOR ART GALLERY (THE GALLERY) AT HOLY CROSS EDUCATES THE COLLEGE AND WORCESTER COMMUNITIES ABOUT THE FUNDAMENTAL INTELLECTUAL, CULTURAL, SPIRITUAL AND AESTHETIC ISSUES ENCOUNTERED THROUGH VISUAL ART. OPEN FREE TO THE PUBLIC, THE GALLERY SEEKS TO PROMOTE AND SUPPORT THE INTELLECTUAL AND CULTURAL LIFE OF THE COLLEGE THROUGH THE PRESENTATION AND DISCUSSION OF A VARIETY OF VISUAL ARTS. THE GALLERY HAS SPECIAL RESPONSIBILITY FOR INTEGRATING THE LIBERAL ART VALUES OF THE COLLEGE AND THE CLASSROOM BY LINKING EXHIBITIONS TO THE BROADER CURRICULUM AND COMMUNITY.
PART IV, LINE 2B:	AGENCY FUNDS ARE HELD BY THE COLLEGE AS CUSTODIAN OR FISCAL AGENT. FUNDS MAY BE HELD FOR RECOGNIZED FACULTY, STAFF, STUDENT, OR ALUMNI ORGANIZATIONS THAT ARE COLLECTED FROM ACTIVITY FEES, DUES, OR FUNDRAISING. THE FUNDS ARE DEPOSITED WITH THE COLLEGE FOR SAFEKEEPING TO BE USED OR WITHDRAWN BY THE DEPOSITOR UPON PROPER AUTHORIZATION AND DOCUMENTATION. EXPENDITURES FROM THE FUND ARE USED PRIMARILY TO FUND STUDENT ACTVITIES, TRIPS, AND PROJECTS OF INTEREST TO THE STUDENTS OR TO SUPPORT COLLEGE PROGRAMS. EACH AGENCY FUND IS PROVIDED A UNIQUE COST CENTER ESTABLISHED IN THE COLLEGE FINANCIAL RECORDS. THESE COST CENTERS PROVIDE A SAFE, SECURE, AND CONVENIENT METHOD OF ACCOUNTING FOR AND ADMINISTERING THESE FUNDS. ALL CUSTODIAL FUNDS FOLLOW THE EXPENDITURE PRODECURES OUTLINED BY THE COLLEGE. PART V, LINE 2: THE COLLEGE HAS ADOPTED FASB ASU 2016-14, PRESENTATION OF THE FINANCIAL STATEMENTS FOR NOT-FOR-PROFIT ENTITIES. AS A RESULT, THE JUNE 30, 2024 AUDITED FINANCIAL STATEMENTS CLASSIFY NET ASSETS AS EITHER NET ASSETS WITHOUT DONOR RESTRICTIONS, OR NET ASSETS WITH DONOR RESTRICTIONS. FOR PURPOSES OF PART V, LINE 2, THE COLLEGE HAS REPORTED ITS YEAR END ENDOWMENT BALANCE WITHOUT DONOR RESTRICTIONS AS QUASI-ENDOWMENT AND ITS YEAR END BALANCE WITH DONOR RESTRICTIONS AS PERMANENT ENDOWMENT AND TEMPORARILY RESTRICTED ENDOWMENT.
PART V, LINE 4:	THE COLLEGE'S ENDOWMENT CONSISTS OF APPROXIMATELY 1,000 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENT. THE COLLEGE'S ENDOWMENT FUND SUPPORTS THE FOLLOWING AREAS: FINANCIAL AID FOR STUDENTS, TEACHING, ACADEMIC SUPPORT, STUDENT SERVICES, AND ATHLETIC PROGRAMS.
PART X, LINE 2:	THE COLLEGE IS A TAX EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(A) OF THE CODE AND APPLICABLE STATE LAWS. THE COLLEGE BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	CHANGE IN INTEREST RATE SWAP 682,819. POST RETIREMENT BENEFIT CHANGES 4,772,536. INTRA-DEPARTMENTAL REVENUES 2,858,670. FINANCIAL AID RECLASS -76,466,660. BAD DEBT EXPENSE -5,962,019. AMORTIZATION OF ANNUITY OBLIGATIONS 205,857. NET MISCELLANEOUS -57,505.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	FUNDRAISING EXPENSE -59,835.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	INTRA-DEPARTMENTAL REVENUES 2,858,670. FUNDRAISING EXPENSE 59,835. BAD DEBT EXPENSE -5,962,019. AMORTIZATION OF ANNUITY OBLIGATIONS 205,857.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	FINANCIAL AID RECLASS 76,466,660. NET MISCELLANEOUS 57,503.

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	A SUMMARY OF THE NON-DISCRIMINATION POLICY IS INCLUDED IN PRINT, ELECTRONIC MEDIA, AND ON THE WEBSITE DESCRIBING COLLEGE ADMISSION REQUIREMENTS.
SCHEDULE E, PART I, LINE 6	THE COLLEGE PARTICIPATES IN THE TITLE IV PROGRAM FOR CAMPUS WORK STUDY, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS, DIRECT LENDING, AND PELL GRANT PROGRAMS.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN	0	PROGRAM SERVICES	ATTEND COLLEGE ABROAD	$351,217
EUROPE (INCLUDING ICELAND & GREENLAND)	56	PROGRAM SERVICES	ATTEND COLLEGE ABROAD	$4,728,462
SOUTH AMERICA	2	PROGRAM SERVICES	ATTEND COLLEGE ABROAD	$183,395
EAST ASIA AND THE PACIFIC	0	PROGRAM SERVICES	ATTEND COLLEGE ABROAD	$1,111,470
CENTRAL AMERICA AND THE CARIBBEAN	0	GRANTMAKING		$81,170
EAST ASIA AND THE PACIFIC	0	GRANTMAKING		$425,665
EUROPE (INCLUDING ICELAND & GREENLAND)	0	GRANTMAKING		$2,901,942
SOUTH AMERICA	0	GRANTMAKING		$299,556
SOUTH ASIA	0	GRANTMAKING		$1,900
SUB-SAHARAN AFRICA	0	GRANTMAKING		$48,000
CENTRAL AMERICA AND THE CARIBBEAN	0	INVESTMENTS		$242,787,849
EUROPE (INCLUDING ICELAND & GREENLAND)	0	INVESTMENTS		$20,285,212

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	58	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	58	TotalEmployeeCnt
Subtotal Spent	$10,082,877	SubtotalSpentAmt
Continuation Spent	$263,122,961	ContinuationSpentAmt
Total Spent	$273,205,838	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Non Cash AssistanceNonCashAssistanceAmt
SCHOLARSHIP	CENTRAL AMERICA AND THE CARIBBEAN	12	$81,170	ACCT CREDIT	$0
SCHOLARSHIP	EAST ASIA AND THE PACIFIC	22	$425,665	ACCT CREDIT	$0
SCHOLARSHIP	EUROPE (INCLUDING ICELAND & GREENLAND)	169	$2,901,942	ACCT CREDIT	$0
SCHOLARSHIP	SOUTH AMERICA	10	$299,556	ACCT CREDIT	$0
SCHOLARSHIP	SOUTH ASIA	1	$1,900	ACCT CREDIT	$0
SCHOLARSHIP	SUB-SAHARAN AFRICA	4	$48,000	ACCT CREDIT	$0

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 2:

THE COLLEGE MANAGES ALL RELATIONSHIPS WITH INTERNATIONAL HOST INSTITUTIONS DIRECTLY AND CONDUCTS PERIODIC EVALUATIONS OF THE PROGRAMS. STUDENTS ARE BILLED TUITION BY THE COLLEGE. THE COLLEGE MANAGES ALL ASPECTS OF THE PROGRAM AND ITS COSTS PROVIDING FOR ADVISORS, LINGUISTIC SUPPORT, AND TUTORIAL ASSISTANCE. PROGRAM COSTS, OTHER THAN SCHOLARSHIPS, ARE TRACKED BY PROGRAM LOCATION. SCHOLARSHIPS ARE PROVIDED TO STUDENTS ATTENDING PROGRAMS ABROAD USING THE SAME METHODOLOGY APPLIED TO STUDENTS WHO ATTEND CLASSES IN THE UNITED STATES AS DESCRIBED ON FORM 990, SCHEDULE I, PART IV.

PART I, LINE 3:

ACCOUNTING METHOD USED THE ACCOUNTING METHOD USED TO REPORT EXPENSES FOLLOWS THE ACCRUAL METHOD WHICH IS ALSO THE METHOD OF THE ORGANIZATION'S BOOKS AND RECORDS. PART III, LINE 1: THIS AID IS PROVIDED TO STUDENTS ATTENDING A STUDY ABROAD PROGRAM. PART III: ACCOUNTING METHOD USED THE ACCOUNTING METHOD USED TO REPORT SCHOLARSHIPS FOLLOWS THE ACCRUAL METHOD WHICH IS ALSO THE METHOD OF THE ORGANIZATION'S BOOKS AND RECORDS.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
ASHLEY BUDD DIGITAL STRATEGY AND DESIGN
11 ST RAYMOND CT	SARATOGA SPRINGS	NY	12866	STRATEGY AND DESIGN	0	$0	$27,350	-$27,350
PLANNED GIVING MARKETING LLC
2115 MAGNOLIA LANE	LAFAYETTE HILL	PA	19444	STRATEGY AND DESIGN	0	$0	$21,858	-$21,858
ILISA HUROWITZ
8 APPLETON TERRACE	CAMBRIDGE	MA	02138	STRATEGY	0	$0	$12,000	-$12,000

Field	Value	IRS element (for citing)
Total Retained By Contractors	$61,208	TotalRetainedByContractorsAmt
Total Net To Organization	-$61,208	TotalNetToOrganizationAmt
Licensed States	CA	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	NH	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	FRIENDS OF CRUSADER FOOTBALL	Event1Nm
Gross Receipts Event1	$71,100	GrossReceiptsEvent1Amt
Charitable Contri Event1	$39,040	CharitableContriEvent1Amt
Gross Revenue Event1	$32,060	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$18,000	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$17,258	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$7,931	OtherDirectExpensesEvent1Amt
Event2	HC BANGLE	Event2Nm
Gross Receipts Event2	$43,200	GrossReceiptsEvent2Amt
Charitable Contri Event2	$11,665	CharitableContriEvent2Amt
Gross Revenue Event2	$31,535	GrossRevenueEvent2Amt
Other Direct Expenses Event2	$2,642	OtherDirectExpensesEvent2Amt
Other Events Total	2	OtherEventsTotalCnt
Gross Receipts Other Events	$30,813	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$18,319	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$12,494	GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events	$200	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$12,566	FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events	$1,238	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$145,113	GrossReceiptsTotalAmt
Charitable Contributions Tot	$69,024	CharitableContributionsTotAmt
Gross Revenue Total Events	$76,089	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$18,200	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$29,824	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$11,811	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$59,835	DirectExpenseSummaryEventsAmt
Net Income Summary	$16,254	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIP	GrantTypeTxt
Recipient	1838	RecipientCnt
Cash Grant	$72,708,427	CashGrantAmt
Non Cash Assistance	$0	NonCashAssistanceAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	THE COLLEGE SUPPORTS A NEED BASED FINANCIAL AID POLICY THAT IS REPRESENTATIVE OF ITS ACADEMIC AND MISSION-BASED GOALS AS AN UNDERGRADUATE, JESUIT, CATHOLIC, LIBERAL ARTS COLLEGE. THE COLLEGE WILL MEET THE FULL DEMONSTRATED NEED OF EACH STUDENT AT THE TIME OF ADMISSION, AS CALCULATED ACCORDING TO NATIONALLY RECOGNIZED FINANCIAL AID CRITERIA. ALL STUDENTS ARE ENCOURAGED TO APPLY REGARDLESS OF THEIR SOCIO-ECONOMIC BACKGROUND. OVER 50% OF ALL STUDENTS ADMITTED RECEIVE SOME FORM OF FINANCIAL ASSISTANCE. STUDENTS ARE REQUIRED TO MAINTAIN SATISFACTORY ACADEMIC PROGRESS TO RECEIVE AID.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
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
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	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	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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
VINCENT D ROUGEAU
PRESIDENT	$622,474	$0	$0	$0	$87,441	$0	$67,729	$0	$41,056	$0	$818,700	$0	$0	$0
DOROTHY A GAGNON
SVP OF ADMIN & FINANCE/TREASURER	$479,994	$0	$6,225	$0	$22,463	$0	$36,396	$0	$39,702	$0	$584,780	$0	$0	$0
ELIZABETH SMALL
VP, GENERAL COUNSEL	$317,846	$0	$4,395	$0	$3,071	$0	$32,636	$0	$86,776	$0	$444,724	$0	$0	$0
KOLLEEN RASK
PROFESSOR (THRU 09/2023)	$100,587	$0	$2,250	$0	$313,098	$0	$10,396	$0	$15,806	$0	$442,137	$0	$0	$0
PREDRAG CICOVACKI
PROFESSOR (THRU 09/2023)	$102,199	$0	$2,200	$0	$308,346	$0	$10,238	$0	$13,410	$0	$436,393	$0	$0	$0
ROBERT CHESNEY
HEAD FOOTBALL COACH (THRU 12/2023)	$296,015	$0	$38,512	$0	$30,908	$0	$33,784	$0	$35,368	$0	$434,587	$0	$0	$0
MARGARET FREIJE
PROFESSOR	$296,313	$0	$4,800	$0	$7,034	$0	$33,756	$0	$29,135	$0	$371,038	$0	$0	$0
HEATHER HAYES
SENIOR VP & CHIEF OF STAFF	$251,979	$0	$3,825	$0	$77,423	$0	$29,599	$0	$449	$0	$363,275	$0	$0	$0
MICHELE MURRAY
SVP OF STUDENT AFFAIRS/DOS	$266,114	$0	$3,750	$0	$1,670	$0	$29,682	$0	$31,803	$0	$333,019	$0	$0	$0
ELIZABETH DIONNE
AVP FOR FINANCE & ASST TREASURER	$258,696	$0	$6,025	$0	$1,057	$0	$28,296	$0	$28,613	$0	$322,687	$0	$0	$0
ELLIOTT VISCONSI
PROVOST & DEAN OF THE COLLEGE	$161,510	$0	$0	$0	$67,796	$0	$16,596	$0	$15,545	$0	$261,447	$0	$0	$0
DANIEL RICCIARDI
AVP AND ASST TREASURER	$181,673	$0	$2,835	$0	$753	$0	$20,556	$0	$41,185	$0	$247,002	$0	$0	$0
TRACY BARLOK
FORMER VP FOR ADVANCEMENT	$0	$0	$0	$0	$167,292	$0	$0	$0	$0	$0	$167,292	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	HOUSING ALLOWANCE: THE PRESIDENT RECEIVED A HOUSING ALLOWANCE IN CALENDAR YEAR 2023. THIS AMOUNT IS INCLUDE ON SCHEDULE J, PART II, COLUMN B(III). SOCIAL DUES: ONE OFFICER HAS MEMBERSHIP IN SOCIAL CLUBS FOR BUSINESS PURPOSES. THE PAYMENT OF DUES IS CONSIDERED A BUSINESS EXPENSE.
PART I, LINES 4A-B	LINE 4A: FORMER VICE PRESIDENT FOR ADVANCEMENT, TRACY BARLOK, SEPARATED FROM THE ORGANIZATION IN JULY OF 2022. PURSUANT TO HER AGREEMENT, SHE RECEIVED SEVERANCE PAYMENTS IN CALENDAR YEAR 2023. THIS AMOUNT IS REPORTED ON SCHEDULE J, PART II, COLUMN B(III). THE COLLEGE HAS ESTABLISHED A VOLUNTARY EARLY RETIREMENT PROGRAM FOR TENURED FACULTY MEMBERS WHO HAVE COMPLETED FIFTEEN YEARS OF SERVICE AND ATTAINED THE AGE OF SIXTY-TWO. ELIGIBLE FACULTY MEMBERS ARE ENTITLED TO A PERCENTAGE PAYOUT THAT DECREASES WITH AGE. IN ADDITION, ELIGIBLE FACULTY MEMBERS ARE ABLE TO REMAIN ENROLLED IN THE COLLEGE'S AVAILABLE MEDICAL HEALTH PLANS. PREDRAG CICOVACKI RETIRED IN SEPTEMBER 2023 AND RECEIVED $307,140 IN OTHER REPORTABLE COMPENSATION AS PART OF THE COLLEGE'S EARLY RETIREMENT PROGRAM. KOLLEEN RASK RETIRED IN SEPTEMBER 2023 AND RECEIVED $311,872 IN OTHER REPORTABLE COMPENSATION AS PART OF THE COLLEGE'S EARLY RETIREMENT PROGRAM. THERE ARE NO OTHER AMOUNTS TO BE PAID. LINE 4B: THE PRESIDENT PARTICIPATES IN A NON-QUALIFIED DEFERRED COMPENSATION ARRANGEMENT. AMOUNTS ACCRUED UNDER THE ARRANGEMENT IN CALENDAR YEAR 2023 ARE INCLUDED ON SCHEDULE J, PART II, COLUMN C.
PART I, LINE 7	NON-FIXED PAYMENTS ON OCCASION CERTAIN INDIVIDUALS MAY RECEIVE BONUSES RELATED TO MERIT AND RETENTION. THESE PAYMENTS ARE REVIEWED AND APPROVED AS PART OF THE OVERALL COMPENSATION FOR EACH RESPECTIVE INDIVIDUAL.

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
MDFA 2008A
A	043431814	57583RUZ6	2008-05-08	$45,340,000	REFUNDING 2007A ISSUE	0	0	0
MDFA 2016A
B	043431814	57584XLE9	2016-04-06	$42,545,003	REFUND 2008B ISSUE & CONSTRUCTION	0	0	0
MDFA 2018A
C	043431814	57584YFT1	2018-06-07	$24,144,512	REFUNDING 2008B ISSUE	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Other Spent ProceedsOtherSpentProceedsAmt	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Capital ExpendituresCapitalExpendituresAmt	Substantial CompletionSubstantialCompletionYr
A	$17,315,000	$45,340,000	$181,594	$158,406	$45,000,000	Yes (1)	0	Yes (1)	Yes (1)
B	$5,820,000	$42,545,003	$476,785		$12,063,658	0	Yes (1)	Yes (1)	Yes (1)	$30,004,560	2018
C	$12,500,000	$24,144,512	$311,467		$23,833,045	Yes (1)	0	Yes (1)	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	Yes (1)	Yes (1)	0	Yes (1)	Yes (1)	0.00000	0.00910	0.00910	0	0	Yes (1)
B	0	Yes (1)	Yes (1)	0	0		0.00000	0.00000	0.00000	0	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Business Name Line2HedgeProviderName/BusinessNameLine2Txt	Term Of HedgeTermOfHedgePct	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
BANK OF AMERICA
A	0	0	Yes (1)	0	Yes (1)	Yes (1)	LLC	30.000000000000	0	0	0	0	Yes (1)
(no name)
B	0	0	Yes (1)	0	0	0					0	0	Yes (1)
(no name)
C	0	0	Yes (1)	0	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)

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II, LINE 11:	FormAndLineReferenceDesc
Explanation	THE OTHER SPENT PROCEEDS FROM THE MDFA 2008A WAS USED TO REFUND THE 2007A BOND ISSUE. THE OTHER SPENT PROCEEDS FROM THE MDFA 2016A WAS USED TO REFUND THE 2008B BOND ISSUE. THE OTHER SPENT PROCEEDS FROM THE MDFA 2018A WAS USED TO REFUND THE 2008B BOND ISSUE.	ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
KATHRYN HAUVER
OFFICER FAMILY	$49,047	EMPLOYMENT	0
JEFFREY OLIVER
TRUSTEE FAMILY	$126,974	EMPLOYMENT	0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE L, PART IV, LINE 2:	FormAndLineReferenceDesc
Explanation	KATHRYN HAUVER, AN EMPLOYEE OF THE COLLEGE IS RELATED TO AN OFFICER AND RECEIVED COMPENSATION AND BENEFITS FOR HER SERVICES IN THE ORDINARY COURSE OF BUSINESS TOTALING $49,047 DURING FISCAL YEAR 2024. JEFFREY OLIVER, AN EMPLOYEE OF THE COLLEGE IS RELATED TO A BOARD MEMBER AND RECEIVED COMPENSATION AND BENEFITS FOR HIS SERVICES IN THE ORDINARY COURSE OF BUSINESS TOTALING $126,974 DURING FISCAL YEAR 2024.	ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$15,500	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	104	ContributionCnt
Noncash Contributions Rpt F990	$1,170,825	NoncashContributionsRptF990Amt
Method Of Determining Revenues	COST	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	1	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, COLUMN (B):	FormAndLineReferenceDesc
Explanation	COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE TO THE COLLEGE.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 1	DEDICATED TO THE PURSUIT OF EXCELLENCE IN TEACHING, LEARNING, SERVICE OF FAITH, AND PROMOTION OF JUSTICE.
FORM 990, PART III, LINE 1	TO EDUCATE STUDENTS WHO, AS LEADERS IN BUSINESS, PROFESSIONAL, AND CIVIC LIFE, WILL LIVE BY THE HIGHEST INTELLECTUAL AND ETHICAL STANDARDS BY CREATING AN ENVIRONMENT IN WHICH INTEGRATED LEARNING IS A SHARED RESPONSIBILITY LEADING ALL MEMBERS TO MAKE THE BEST OF THEIR OWN TALENTS, TO WORK TOGETHER, TO SERVE OTHERS, AND TO SEEK JUSTICE.
FORM 990, PART III, LINE 4A:	THE PRIMARY PROGRAM IS UNDERGRADUATE INSTRUCTION IN THE LIBERAL ARTS THAT LEADS TO A BACHELOR OF ARTS DEGREE. THE CURRICULUM INCLUDES PROGRAMS IN THE ARTS, SCIENCES, SOCIAL SCIENCES, AND HUMANITIES. THE PROGRAM EMPHASIZES ACADEMIC BREADTH AND DEPTH SUPPORTED BY ESSENTIAL FOUNDATIONAL SKILLS, SUCH AS CRITICAL THINKING, CLEAR COMMUNICATION, CAREFUL ANALYSIS, AND SYNTHESIS OF INFORMATION, THAT ARE RELEVANT IN EVERY LINE OF WORK AND STUDY. THE COLLEGE'S ENROLLMENT IN FALL 2023 (FISCAL 2024) WAS APPROXIMATELY 3,200 INCLUDING APPROXIMATELY 830 FIRST-YEAR STUDENTS.
FORM 990, PART VI, SECTION A, LINE 1A	THE COLLEGE'S EXECUTIVE COMMITTEE IS SUBORDINATE TO THE BOARD OF TRUSTEES. HOWEVER, BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE HAS ALL THE POWERS AND DUTIES OF THE BOARD OF TRUSTEES EXCEPT TO APPROVE OR AUTHORIZE CHANGES IN THE ARTICLES OF INCORPORATION OR BYLAWS; TO REMOVE OR ELECT OFFICERS OF THE CORPORATION OR THE PRESIDENT OF THE COLLEGE; TO EFFECT ANY MAJOR CHANGE IN THE NATURE OF THE OPERATIONS OF THE COLLEGE; TO AUTHORIZE ANY MORTGAGE OR ENCUMBRANCE ON ALL OR ANY SUBSTANTIAL PART OF THE PROPERTY OF THE CORPORATION; OR TO CONFER HONORS OR DEGREES. EXECUTIVE COMMITTEE MEMBERS ARE MEMBERS OF THE BOARD OF TRUSTEES. THE COMMITTEE FOR THE YEAR ENDED JUNE 30, 2024 INCLUDED; HELEN W. BOUCHER, M.D., EMMETT J. DALY, REV. C. KEVIN GILLESPIE, S.J., CHERYL A. MARTIN, JAMES F. MOONEY III, AND VINCENT D. ROUGEAU.
FORM 990, PART VI, SECTION B, LINE 11B	THE DRAFT FORM 990 IS PROVIDED TO THE COMMITTEE ON AUDIT AND INSTITUTIONAL RISK OF THE BOARD OF TRUSTEES SUFFICIENTLY IN ADVANCE OF THE FILING DEADLINE TO ENABLE A DETAILED AND CONSCIENTIOUS REVIEW BY ALL MEMBERS OF THE COMMITTEE WITH MANAGEMENT AND THE COLLEGE'S TAX ADVISOR. ALL QUESTIONS AND CONCERNS OF THE COMMITTEE ON AUDIT AND INSTITUTIONAL RISK MEMBERS ARE ADDRESSED AND INCORPORATED INTO THE FORM 990 AS APPROPRIATE. AFTER THE COMMITTEE ON AUDIT AND INSTITUTIONAL RISK REVIEW, ALL MEMBERS OF THE BOARD OF TRUSTEES ARE PROVIDED WITH A COMPLETE FORM 990 IN ADVANCE OF THE FILING DEADLINE VIA A DEDICATED COLLEGE WEBSITE. ALL QUESTIONS AND CONCERNS OF THE MEMBERS OF THE BOARD OF TRUSTEES ARE ADDRESSED AND INCORPORATED INTO THE FORM 990 AS APPROPRIATE. AFTER ALL INPUT FROM THE BOARD OF TRUSTEES AND THE COMMITTEE ON AUDIT AND INSTITUTIONAL RISK HAS BEEN APPROPRIATELY ADDRESSED, THE TREASURER OF THE COLLEGE AUTHORIZES THE COLLEGE'S TAX ADVISOR TO FILE THE FORM 990.
FORM 990, PART VI, SECTION B, LINE 12C	ALL OFFICERS, TRUSTEES, AND KEY EMPLOYEES ASSUME RESPONSIBILITY FOR CONSIDERING POSSIBLE CONFLICTS OF INTEREST THAT ARISE DURING SERVICE WITH THE COLLEGE. TO HELP OFFICERS, TRUSTEES, AND KEY EMPLOYEES IDENTIFY POSSIBLE CONFLICTS OF INTEREST, THE COLLEGE HAS DEVELOPED A DISCLOSURE FORM THAT MUST BE COMPLETED AND UPDATED AT LEAST ANNUALLY DURING THE COURSE OF THEIR SERVICE. OFFICERS, TRUSTEES, AND KEY EMPLOYEES MUST ALSO DISCLOSE ANY CONFLICT OF INTEREST AS SOON AS THEY BECOME AWARE OF ANY CONFLICT. THE COLLEGE'S ASSISTANT TREASURER, IN CONSULTATION WITH GENERAL COUNSEL, WILL REVIEW THE DISCLOSURES AND REPORT CONFLICTS OF INTEREST TO THE CHAIR OF THE BOARD OF TRUSTEES AND THE COMMITTEE ON AUDIT AND INSTITUTIONAL RISK. THE COMMITTEE ON AUDIT AND INSTITUTIONAL RISK CONSIDERS THE BEST INTEREST OF THE COLLEGE AND THE NATURE OF THE CONFLICT. THE COMMITTEE ON AUDIT AND INSTITUTIONAL RISK EVALUATES THE CIRCUMSTANCES OF THE ISSUE OR TRANSACTION TO ENSURE THAT IT IS REASONABLE AND THAT THEY HAVE CONSIDERED ANY POTENTIAL IMPLICATIONS OF ENTERING INTO A TRANSACTION OR DECIDING AN ISSUE WHERE A CONFLICT EXISTS. THE COMMITTEE ON AUDIT AND INSTITUTIONAL RISK MAY CONSIDER WHETHER ADVICE FROM LEGAL COUNSEL OR OTHER INDEPENDENT ADVISORS IS NECESSARY IN PARTICULAR INSTANCES. THE COMMITTEE ON AUDIT AND INSTITUTIONAL RISK WILL DELIBERATE ON THE REPORTED CONFLICT AND VOTE TO MAKE ONE OF TWO DETERMINATIONS: THAT NO MATERIAL CONFLICT OF INTEREST EXISTS AND NO ACTION IS NECESSARY OR THAT A MATERIAL CONFLICT OF INTEREST DOES EXIST AND DETERMINE HOW TO ADDRESS THE IDENTIFIED CONFLICT. THESE FINDINGS WILL BE COMMUNICATED WITH THE CHAIR OF THE BOARD OF TRUSTEES AND THE BOARD MEETING MINUTES SHALL REFLECT THE NATURE OF THE CONFLICT AND THE COMMITTEE ON AUDIT AND INSTITUTIONAL RISK'S DETERMINATION WITH RESPECT TO THE SPECIFIC PROCEDURES THE MEMBER WILL FOLLOW REGARDING THE ISSUE OR TRANSACTION.
FORM 990, PART VI, SECTION B, LINE 15	THE BYLAWS (ARTICLE 2, SECTION 6) OF THE COLLEGE ESTABLISH THAT THE BOARD OF TRUSTEES HAS THE AUTHORITY TO HIRE, EMPLOY, AND SET THE REMUNERATION OF THE PRESIDENT AND OFFICERS OF THE CORPORATION. THE EXECUTIVE COMMITTEE, AN INDEPENDENT AUTHORIZED BODY OF THE BOARD OF TRUSTEES, HAS BEEN ASSIGNED THE RESPONSIBILITY FOR EVALUATING COMPENSATION REASONABLENESS FOR ALL OFFICERS AND HIGHLY PAID EMPLOYEES. THE EXECUTIVE COMMITTEE REVIEWS THE ENTIRE COMPENSATION PACKAGE INCLUDING BENEFITS BY ASSESSING THE NATURE AND SCOPE OF EACH POSITION, ASSESSING THE INDIVIDUALS HOLDING EACH POSITION INCLUDING THEIR UNIQUE BACKGROUND, EXPERIENCE, PERSONAL SKILLS, PERFORMANCE, AND BY OBTAINING APPROPRIATE AND COMPARABLE COMENSATION MARKET DATA FROM SIMILARLY SITUATED ORGANIZATIONS, BOTH FOR-PROFIT AND TAX-EXEMPT FOR FUNCTIONALLY COMPARABLE POSITIONS INCLUDING COMPARATIVE DATA FROM OTHER COLLEGES AND UNIVERSITIES, MARKET SURVEYS, AND INDEPENDENT COMPENSATION SURVEYS BY NATIONALLY RECOGNIZED INDEPENDENT FIRMS. THE EXECUTIVE COMMITTEE DELIBERATES THE INFORMATION PROVIDED AND RELATIVE CONTRIBUTION OF EACH INDIVIDUAL BEFORE VOTING ON A COMPENSATION PACKAGE. RECORDS OF THE EXECUTIVE COMMITTEE ARE ADEQUATELY DOCUMENTED. THE LAST EXTERNAL COMPENSATION STUDY WAS PERFORMED IN JUNE OF 2024.
FORM 990, PART VI, SECTION C, LINE 19	THE COLLEGE'S GOVERNING DOCUMENTS, ARTICLES OF INCORPORATION, AND BYLAWS ARE AVAILABLE UPON REQUEST. THE CONFLICT-OF-INTEREST POLICY IS ALSO AVAILABLE UPON REQUEST. THE COLLEGE'S FINANCIAL STATEMENTS ARE POSTED ON THE COLLEGE WEBSITE UNDER THE OFFICE OF THE CONTROLLER.
FORM 990, PART XI, LINE 9:	CHANGE IN INTEREST RATE SWAP AGREEMENT 682,819. POST RETIREMENT BENEFIT CHANGES 4,772,536.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	QUINSIGAMOND VILLAGE LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE COLLEGE STREET	AddressLine1Txt
City	WORCESTER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01610	ZIPCd

Field	Value	IRS element (for citing)
EIN	464605316	EIN
Primary Activities	REAL ESTATE	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd
Total Income	$0	TotalIncomeAmt
End Of Year Assets	$1,190,000	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

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

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CHARITABLE REMAINDER TRUSTS (8)	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE COLLEGE STREET	AddressLine1Txt
City	WORCESTER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01610	ZIPCd

Field	Value	IRS element (for citing)
Primary Activities	CHAR REMAINDE	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd
Direct Controlling NA	N/A	DirectControllingNACd
Entity Type	T	EntityTypeTxt
Controlled Organization	0	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	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	0	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	0	TransferFromOtherOrgInd