BOWDOIN COLLEGE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BOWDOIN COLLEGE (EIN 01-0215213)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-14
- IRS object ID
- 202101349349306700
- Schema version
- 2019v5.1
- 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 | 2021-05-14T15:55:39-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 N GREENE ST STE 400 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010215213 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWDOIN COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % REBECCA COREY | InCareOfNm |
| Business Name Control | BOWD | BusinessNameControlTxt |
| Phone | 2077215078 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 COLLEGE STATION | AddressLine1Txt |
| City | BRUNSWICK | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 040118445 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW ORLANDO | PersonNm |
| Person Title | SVP FINANCE/TREASURER | PersonTitleTxt |
| Phone | 2077253242 | PhoneNum |
| Signature | 2021-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TARA D'AGOSTINO | PreparerPersonNm |
| PTIN | P01245482 | PTIN |
| Phone | 3362753994 | PhoneNum |
| Preparation | 2021-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CLAYTON ROSE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 COLLEGE STATION | AddressLine1Txt |
| City | BRUNSWICK | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 040118445 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $756,330,000 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BOWDOIN.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1794 | FormationYr |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Activity Or Mission | FOUR-YEAR PRIVATE UNDERGRADUATE LIBERAL ARTS COLLEGE. SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 41 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 39 | VotingMembersIndependentCnt |
| Total Employee | 3173 | TotalEmployeeCnt |
| Total Volunteers | 2284 | TotalVolunteersCnt |
| Total Gross UBI | -$6,233,000 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $46,950,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $71,378,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $128,859,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $126,288,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $105,809,000 | PYInvestmentIncomeAmt |
| CY Investment Income | $126,844,000 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,407,000 | PYOtherRevenueAmt |
| CY Other Revenue | $457,000 | CYOtherRevenueAmt |
| PY Total Revenue | $283,025,000 | PYTotalRevenueAmt |
| CY Total Revenue | $324,967,000 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $45,386,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $48,470,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $112,728,000 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $114,616,000 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $241,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $172,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,431,000 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $75,221,000 | PYOtherExpensesAmt |
| CY Other Expenses | $70,272,000 | CYOtherExpensesAmt |
| PY Total Expenses | $233,576,000 | PYTotalExpensesAmt |
| CY Total Expenses | $233,530,000 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $49,449,000 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $91,437,000 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,380,634,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,358,149,000 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $460,724,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $376,613,000 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,919,910,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,981,536,000 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | *SEE SCHEDULE O* | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $192,415,000 | ExpenseAmt |
| Grant | $48,470,000 | GrantAmt |
| Revenue | $126,756,000 | RevenueAmt |
| Desc | THE ON-CAMPUS STUDENT BODY NUMBERS APPROXIMATELY 1,800. AN ESTIMATED 161 STUDENTS STUDY AWAY ANNUALLY; 95% COMPLETE THE DEGREE WITHIN FIVE YEARS; THE STUDENT/FACULTY RATIO IS 9:1; 100% OF FACULTY HAS A PH.D. OR EQUIVALENT. AS OF JUNE 2020, 41,445 STUDENTS HAVE MATRICULATED AT BOWDOIN COLLEGE, AND 33,041 DEGREES IN ACADEMIC PROGRAMS HAVE BEEN AWARDED. | Desc |
| Total Program Service Expenses | $192,415,000 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | Yes (true) | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 577 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3173 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | Yes (true) | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 41 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 39 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA COREY | PersonNm |
| Phone | 2077215078 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 COLLEGE STATION | AddressLine1Txt |
| City | BRUNSWICK | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 040118445 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (57 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| PAULA VOLENT | ||||||||||
| SVP/CHIEF INVESTMENT OFFICER | 40.0 | 0.0 | Yes (X) | $4,170,808 | $0 | $65,495 | ||||
| CLAYTON ROSE | ||||||||||
| PRESIDENT | 40.0 | 0.0 | $499,347 | $0 | $94,849 | Yes (X) | Yes (X) | |||
| CHRIS PICCIONE | ||||||||||
| ENDOWMENT CHIEF OPS OFFICER | 40.0 | 0.0 | $501,321 | $0 | $14,251 | Yes (X) | ||||
| SCOTT MEIKLEJOHN | ||||||||||
| SVP FOR DVT & ALUMNI RELATIONS | 40.0 | 0.0 | Yes (X) | $364,518 | $0 | $60,010 | ||||
| MATTHEW ORLANDO | ||||||||||
| SVP FINANCE & ADMIN/TREASURER | 40.0 | 0.0 | $352,845 | $0 | $59,679 | Yes (X) | ||||
| ELIZABETH MCCORMACK | ||||||||||
| SVP/DEAN FOR ACADEMIC AFFAIRS | 40.0 | 0.0 | Yes (X) | $306,768 | $0 | $55,962 | ||||
| JOHN HOLT | ||||||||||
| FACULTY | 40.0 | 0.0 | $316,527 | $0 | $23,027 | Yes (X) | ||||
| MICHAEL ARCHIBALD | ||||||||||
| ASSOC VP DVT & ALUMNI RELATNS | 40.0 | 0.0 | $270,260 | $0 | $62,065 | Yes (X) | ||||
| MICHAEL CATO | ||||||||||
| SVP/CHIEF INFORMATION OFFICER | 40.0 | 0.0 | Yes (X) | $269,571 | $0 | $58,652 | ||||
| JENNIFER SCANLON | ||||||||||
| FMR INTERIM DEAN ACAD. AFFAIRS | 40.0 | 0.0 | $238,786 | $0 | $77,629 | Yes (X) | ||||
| MICHAEL REED | ||||||||||
| SVP FOR INCLUSION & DIVERSITY | 40.0 | 0.0 | Yes (X) | $261,940 | $0 | $40,481 | ||||
| E WHITNEY SOULE | ||||||||||
| SVP/DEAN ADMISSIONS & ST. AID | 40.0 | 0.0 | Yes (X) | $245,342 | $0 | $55,524 | ||||
| SCOTT HOOD | ||||||||||
| SVP FOR COMM & PUBLIC AFFAIRS | 40.0 | 0.0 | Yes (X) | $239,854 | $0 | $48,809 | ||||
| ALLEN WELLS | ||||||||||
| FACULTY | 40.0 | 0.0 | $263,932 | $0 | $22,908 | Yes (X) | ||||
| PATSY DICKINSON | ||||||||||
| FACULTY | 40.0 | 0.0 | $220,854 | $0 | $43,751 | Yes (X) | ||||
| JANET LOHMANN | ||||||||||
| SVP/DEAN FOR STUDENT AFFAIRS | 40.0 | 0.0 | Yes (X) | $196,584 | $0 | $58,303 | ||||
| TIMOTHY FOSTER | ||||||||||
| FMR DEAN OF STUDENT AFFAIRS | 40.0 | 0.0 | $144,994 | $0 | $37,393 | Yes (X) | ||||
| ROBERT F WHITE | ||||||||||
| CHAIR | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| PAULA M WARDYNSKI | ||||||||||
| VICE CHAIR | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| JENNIFER GOLDSMITH ADAMS | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| TEJUS AJMERA | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| SYDNEY ASBURY | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| PETER J BERNARD | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| ARTHUR E BLACK | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| RONALD C BRADY | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| DAVID G BROWN | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| ELLEN L P CHAN | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| LEONARD W COTTON | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MICHELE G CYR | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JEFF D EMERSON | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JOHN F FISH | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| ROBERT T FRIEDMAN | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| BERTRAND GARCIA-MORENO | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| STEPHEN F GORMLEY | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| SHELLEY A HEARNE | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| BRADFORD A HUNTER | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| TASHA VANDERLINDE IRVING | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| ANN HAMBELTON KENYON | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| GREGORY E KERR | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| GEORGE A KHALDUN | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JOSEPH V MCDEVITT JR | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JOHN F MCQUILLAN JR | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| HENRY T A MONIZ | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| DAVID A MORALES | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| SCOTT B PERPER | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JANE L PINCHIN | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MARY HOGAN PREUSSE | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| ALISON E RUNDLETT | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JOAN BENOIT SAMUELSON | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| PHILIP W SCHILLER | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| ANDREW E SERWER | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| DIANA L SPAGNUOLO | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JAMES E STALEY | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JOHN K L THORNDIKE | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| KAREN N WALKER | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| DAVID P WHEELER | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MITCHELL S ZUKLIE | ||||||||||
| TRUSTEE | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,864,251 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $878,788 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 197 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WRIGHT-RYAN CONSTRUCTION | |||||
| 10 DANFORTH STREET | PORTLAND | ME | 04101 | CONST. SERVICES | $9,647,757 |
| JF SCOTT CONSTRUCTION | |||||
| 20 ROYAL STREET | WINTHROP | ME | 04364 | CONST. SERVICES | $4,661,152 |
| ZACHAU CONSTRUCTION INC | |||||
| 1185 US ROUTE ONE PO BOX 1 | FREEPORT | ME | 04032 | CONST. SERVICES | $1,247,217 |
| HGA | |||||
| SDS 12-1861 PO BOX 86 | MINNEAPOLIS | MN | 55486 | ARCHITECT/ENGINEER | $1,047,268 |
| EBSCO INFORMATION SERVICES | |||||
| PO BOX 204661 | DALLAS | TX | 75320 | LIBRARY SERVICES | $764,320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 67 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $27,000 | MembershipDuesAmt |
| Fundraising | $70,000 | FundraisingAmt |
| Government Grants | $5,062,000 | GovernmentGrantsAmt |
| All Other Contributions | $66,219,000 | AllOtherContributionsAmt |
| Noncash Contributions | $9,644,000 | NoncashContributionsAmt |
| Total Contributions | $71,378,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION AND FEES | 611710 | $101,459,000 | $101,459,000 | |
| ROOM AND BOARD | 611710 | $19,461,000 | $19,461,000 | |
| AUXILIARY ENTERPRISES | 611710 | $3,930,000 | $3,563,000 | $367,000 |
| APPLICATION FEES | 611710 | $166,000 | $166,000 | |
| OFF-CAMPUS STUDY | 611710 | $455,000 | $455,000 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $817,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $817,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $126,288,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,397,000 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$8,605,000 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,002,000 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,000 | TotalRevenueColumnAmt |
| Exclusion | $5,000 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $31,000 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $31,000 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,000 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $551,729,000 | SecuritiesAmt |
| Other | $40,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $431,322,000 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $120,407,000 | SecuritiesAmt |
| Other | $40,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $120,447,000 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,005,000 | UnrelatedBusinessRevenueAmt |
| Exclusion | $118,442,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $25,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $70,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $41,000 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$16,000 | TotalRevenueColumnAmt |
| Exclusion | -$16,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $437,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $437,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $437,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $324,967,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $126,389,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$6,233,000 | UnrelatedBusinessRevenueAmt |
| Exclusion | $133,433,000 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $596,000 | TotalAmt |
| Program Services | $596,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,377,000 | TotalAmt |
| Program Services | $47,377,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $497,000 | TotalAmt |
| Program Services | $497,000 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,092,000 | TotalAmt |
| Program Services | $2,325,000 | ProgramServicesAmt |
| Management And General | $5,270,000 | ManagementAndGeneralAmt |
| Fundraising | $497,000 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $335,000 | TotalAmt |
| Management And General | $237,000 | ManagementAndGeneralAmt |
| Fundraising | $98,000 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,266,000 | TotalAmt |
| Program Services | $67,152,000 | ProgramServicesAmt |
| Management And General | $9,145,000 | ManagementAndGeneralAmt |
| Fundraising | $3,969,000 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,349,000 | TotalAmt |
| Program Services | $6,946,000 | ProgramServicesAmt |
| Management And General | $952,000 | ManagementAndGeneralAmt |
| Fundraising | $451,000 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,633,000 | TotalAmt |
| Program Services | $9,781,000 | ProgramServicesAmt |
| Management And General | $1,268,000 | ManagementAndGeneralAmt |
| Fundraising | $584,000 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,941,000 | TotalAmt |
| Program Services | $4,808,000 | ProgramServicesAmt |
| Management And General | $802,000 | ManagementAndGeneralAmt |
| Fundraising | $331,000 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $817,000 | TotalAmt |
| Management And General | $817,000 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399,000 | TotalAmt |
| Management And General | $399,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,800 | TotalAmt |
| Management And General | $22,800 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,000 | TotalAmt |
| Fundraising | $172,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,000 | TotalAmt |
| Management And General | $305,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,026,000 | TotalAmt |
| Program Services | $3,616,000 | ProgramServicesAmt |
| Management And General | $1,296,000 | ManagementAndGeneralAmt |
| Fundraising | $1,114,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,000 | TotalAmt |
| Program Services | $42,000 | ProgramServicesAmt |
| Management And General | $3,000 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,937,000 | TotalAmt |
| Program Services | $3,612,000 | ProgramServicesAmt |
| Management And General | $772,000 | ManagementAndGeneralAmt |
| Fundraising | $553,000 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,184,000 | TotalAmt |
| Program Services | $3,500,000 | ProgramServicesAmt |
| Management And General | $1,682,000 | ManagementAndGeneralAmt |
| Fundraising | $2,000 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,249,000 | TotalAmt |
| Program Services | $5,056,000 | ProgramServicesAmt |
| Management And General | $1,180,000 | ManagementAndGeneralAmt |
| Fundraising | $13,000 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,155,000 | TotalAmt |
| Program Services | $2,530,000 | ProgramServicesAmt |
| Management And General | $321,000 | ManagementAndGeneralAmt |
| Fundraising | $304,000 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,034,000 | TotalAmt |
| Program Services | $666,000 | ProgramServicesAmt |
| Management And General | $56,000 | ManagementAndGeneralAmt |
| Fundraising | $312,000 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,756,000 | TotalAmt |
| Program Services | $10,815,000 | ProgramServicesAmt |
| Management And General | $941,000 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,936,000 | TotalAmt |
| Program Services | $12,821,000 | ProgramServicesAmt |
| Management And General | $1,115,000 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $831,000 | TotalAmt |
| Program Services | $723,000 | ProgramServicesAmt |
| Management And General | $108,000 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| PROVISION FOR EXCISE TAXES | $4,923,000 | $4,923,000 | |
| LIBRARY MATERIALS | $3,118,000 | $3,118,000 | |
| PURCHASES FOR RESALE | $2,793,000 | $2,793,000 | |
| FACILITIES MAINT. AND REPAIR | $2,338,000 | $117,000 | $2,221,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,403,200 | TotalAmt |
| Program Services | $1,420,000 | ProgramServicesAmt |
| Management And General | $952,200 | ManagementAndGeneralAmt |
| Fundraising | $31,000 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,530,000 | TotalAmt |
| Program Services | $192,415,000 | ProgramServicesAmt |
| Management And General | $32,684,000 | ManagementAndGeneralAmt |
| Fundraising | $8,431,000 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,285,000 | BOYAmt |
| EOY | $24,213,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,701,000 | BOYAmt |
| EOY | $62,003,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,928,000 | BOYAmt |
| EOY | $2,133,000 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,706,000 | BOYAmt |
| EOY | $2,118,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,646,000 | BOYAmt |
| EOY | $1,485,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,747,000 | BOYAmt |
| EOY | $4,182,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $522,971,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $196,014,000 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $295,920,000 | BOYAmt |
| EOY | $326,957,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,004,000 | BOYAmt |
| EOY | $71,161,000 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,852,021,000 | BOYAmt |
| EOY | $1,844,440,000 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,676,000 | BOYAmt |
| EOY | $19,457,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,380,634,000 | BOYAmt |
| EOY | $2,358,149,000 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,044,000 | BOYAmt |
| EOY | $21,103,000 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,438,000 | BOYAmt |
| EOY | $1,645,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,179,000 | BOYAmt |
| EOY | $1,066,000 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,334,000 | BOYAmt |
| EOY | $87,223,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,000 | BOYAmt |
| EOY | $20,000 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,574,000 | BOYAmt |
| EOY | $21,727,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,142,000 | BOYAmt |
| EOY | $243,829,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $460,724,000 | BOYAmt |
| EOY | $376,613,000 | 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 | $255,634,000 | BOYAmt |
| EOY | $246,539,000 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,664,276,000 | BOYAmt |
| EOY | $1,734,997,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,919,910,000 | BOYAmt |
| EOY | $1,981,536,000 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,380,634,000 | BOYAmt |
| EOY | $2,358,149,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $91,437,000 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$22,737,000 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$7,074,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,713,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,302,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,833,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,950,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $71,378,000 | CurrentTaxYearAmt |
| Total | $219,176,000 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,713,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,302,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,833,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,950,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $71,378,000 | CurrentTaxYearAmt |
| Total | $219,176,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $11,998,935 | SubstantialContributorsTotAmt |
| Public Support Total170 | $207,177,065 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,306,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,093,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,932,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,670,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,038,000 | CurrentTaxYearAmt |
| Total | $73,039,000 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,000 | CurrentTaxYearAmt |
| Total | $137,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $292,352,000 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $613,632,000 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70866 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68840 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $22,800 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $22,800 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | LOBBYING ACTIVITIES | FormAndLineReferenceDesc |
| Explanation | PART II-B, LINE 1I THE ORGANIZATION PAYS MEMBERSHIP DUES TO ASSOCIATIONS WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,743,671,000 | BeginningYearBalanceAmt |
| Contributions | $18,977,000 | ContributionsAmt |
| Investment Earnings Or Losses | $99,255,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $32,721,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $39,635,000 | OtherExpendituresAmt |
| Administrative Expenses | $8,577,000 | AdministrativeExpensesAmt |
| End Year Balance | $1,780,970,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,628,165,000 | BeginningYearBalanceAmt |
| Contributions | $17,810,000 | ContributionsAmt |
| Investment Earnings Or Losses | $173,843,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $30,565,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $37,087,000 | OtherExpendituresAmt |
| Administrative Expenses | $8,495,000 | AdministrativeExpensesAmt |
| End Year Balance | $1,743,671,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,455,909,000 | BeginningYearBalanceAmt |
| Contributions | $16,533,000 | ContributionsAmt |
| Investment Earnings Or Losses | $225,572,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $28,788,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $34,453,000 | OtherExpendituresAmt |
| Administrative Expenses | $6,608,000 | AdministrativeExpensesAmt |
| End Year Balance | $1,628,165,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,339,981,000 | BeginningYearBalanceAmt |
| Contributions | $16,132,000 | ContributionsAmt |
| Investment Earnings Or Losses | $163,263,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $25,996,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $31,308,000 | OtherExpendituresAmt |
| Administrative Expenses | $6,163,000 | AdministrativeExpensesAmt |
| End Year Balance | $1,455,909,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,392,760,000 | BeginningYearBalanceAmt |
| Contributions | $21,497,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$19,070,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $22,736,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $27,236,000 | OtherExpendituresAmt |
| Administrative Expenses | $5,234,000 | AdministrativeExpensesAmt |
| End Year Balance | $1,339,981,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.08200 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.91800 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,131,000 | OtherCostOrOtherBasisAmt |
| Book Value | $7,131,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $404,555,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $147,122,000 | DepreciationAmt |
| Book Value | $257,433,000 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,397,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,200,000 | DepreciationAmt |
| Book Value | $5,197,000 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,311,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,227,000 | DepreciationAmt |
| Book Value | $6,084,000 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $60,577,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,465,000 | DepreciationAmt |
| Book Value | $51,112,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $326,957,000 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FIXED INCOME | $5,238,000 | F |
| EQUITIES | $434,995,000 | F |
| ABSOLUTE RETURN | $548,092,000 | F |
| ALTERNATIVE INVESTMENTS | $856,115,000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,844,440,000 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITY: POST-RETIREMENT BEN | $21,325,000 |
| ASSET RETIREMENT OBLIGATION | $1,514,000 |
| LIABILITY FOR PV OF LIFE INCOM | $14,689,000 |
| FAIR VALUE OF INTEREST RATE SW | $9,609,000 |
| DEFERRED TAX LIABILITY | $4,100,000 |
| EXCISE TAX LIABILITY | $1,335,000 |
| TAXABLE BOND LIABILITIES | $191,257,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $243,829,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $282,686,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$22,737,000 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$7,074,000 | OtherRevenueAmt |
| Revenue Not Reported | -$29,811,000 | RevenueNotReportedAmt |
| Revenue Subtotal | $312,497,000 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $8,576,000 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $3,894,000 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $12,470,000 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $324,967,000 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $221,060,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $41,000 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $41,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $221,019,000 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $8,576,000 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,935,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $12,511,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $233,530,000 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ORGANIZATIONS MAINTAINING COLLECTIONS | PART III, LINE 1A THE COLLEGE DOES NOT CAPITALIZE COLLECTIONS, PRIMARILY ART OBJECTS, AS THEY ARE HELD FOR PUBLIC EXHIBITION AND EDUCATION RATHER THAN FINANCIAL GAIN. PROCEEDS FROM THE SALE OF COLLECTION ITEMS ARE USED TO ACQUIRE OTHER ITEMS FOR COLLECTION. |
| ORGANIZATION'S COLLECTIONS | PART III, LINE 4 COLLEGE COLLECTIONS ARE PRIMARILY ART OBJECTS HELD FOR PUBLIC EXHIBITION AND EDUCATION. |
| CUSTODIAL ACCOUNTS | PART IV, LINE 2B THE COLLEGE HOLDS $20,000 OF SECURITY DEPOSITS ON ITS RENTAL PROPERTIES. |
| ENDOWMENT FUNDS | PART V, LINE 4 THE COLLEGE'S ENDOWMENT IS INVESTED WITH THE INTENT OF BALANCING THE GOALS OF GENERATING A STEADY, STABLE STREAM OF FUNDS TO SUPPORT THE CURRENT OPERATIONS OF THE COLLEGE WHILE PRESERVING THE PURCHASING POWER OF THE ENDOWMENT TO SUPPORT PROGRAMS AND INITIATIVES FOR FUTURE GENERATIONS OF BOWDOIN STUDENTS. THE TOP FOUR USES OF THE ENDOWMENT FOR FY 2020 WERE AS FOLLOWS: FINANCIAL AID 47.5%; FACULTY COMPENSATION, ACADEMIC PROGRAMS AND RESEARCH 21.1%; GENERAL OPERATIONS 17.6%; LIBRARY AND MUSEUM PROGRAM SUPPORT 6%. |
| FIN 48 (ASC 740) FOOTNOTE | PART X, LINE 2 THE COLLEGE IS A NOT-FOR-PROFIT ORGANIZATION AND IS GENERALLY EXEMPT FROM INCOME TAXES AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED. THE COLLEGE ASSESSES UNCERTAIN TAX POSITIONS AND HAS DETERMINED THERE WERE NO SUCH POSITIONS THAT HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS. |
| OTHER REVENUE INCLUDED IN F/S BUT NOT INCLUDED ON FORM 990 | PART XI, LINE 2D NET UNREALIZED LOSS ON INTEREST RATE SWAP ($2,848,000) POSTRETIREMENT-RELATED CHANGES OTHER THAN NET PERIODIC COST ($2,516,000) NET CHANGE IN ANNUITY AND LIFE INCOME FUNDS ($385,000) LOSS ON ASSET RETIREMENT OBLIGATION ($49,000) UNAMORTIZED BOND ISSUE DISCOUNTS/COSTS ($1,044,000) UNCOLLECTIBLE PLEDGES ($232,000) ------------ TOTAL ($7,074,000) |
| OTHER EXPENSES INCLUDED ON FORM 990, PART VIII | PART XI, LINE 4B DEFERRED & EXCISE TAX LIABILITIES $3,935,000 DIRECT EXPENSES FOR FUNDRAISING EVENT ($41,000) ------------ TOTAL $3,894,000 |
| OTHER EXPENSES NOT INCLUDED ON FORM 990, PART IX | PART XII, LINE 2D DIRECT EXPENSES FOR FUNDRAISING EVENT $41,000 |
| OTHER EXPENSES INCLUDED ON FORM 990, PART IX | PART XII, LINE 4B DEFERRED & EXCISE TAX LIABILITIES $3,935,000 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| RACIALLY NONDISCRIMINATORY POLICY | PART I, LINE 3 THE ACADEMIC HANDBOOK CONTAINS A STATEMENT OF BOWDOIN COLLEGE'S NON-DISCRIMINATION POLICY. THE ACADEMIC HANDBOOK IS PUBLISHED ONLINE AT THE COLLEGE'S WEBSITE - HTTPS://BOWDOIN-PUBLIC.COURSELEAF.COM |
| EXPLANATION OF GOVERNMENT FINANCIAL AID | PART I, LINE 6A THE COLLEGE PARTICIPATES IN VARIOUS STUDENT FINANCIAL AID PROGRAMS FROM THE U.S. DEPARTMENT OF EDUCATION, INCLUDING THE FOLLOWING: PELL GRANTS, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS AND COLLEGE WORK STUDY PROGRAMS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (20 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt | OfficesOfficesCnt | EmployeeEmployeeCnt |
|---|---|---|---|---|---|
| East Asia and the Pacific | Grantmaking | $56,000 | |||
| Europe (Including Iceland and Greenland) | Grantmaking | $440,000 | |||
| North America | Grantmaking | $1,000 | |||
| Central America and the Caribbean | Investments | $923,404,000 | |||
| Europe (Including Iceland and Greenland) | Investments | $12,589,000 | |||
| Sub-Saharan Africa | Investments | $33,534,000 | |||
| East Asia and the Pacific | Program Services | $20,000 | SEE PART V | ||
| East Asia and the Pacific | Program Services | $5,000 | STUDENT RECRUITMENT | ||
| Europe (Including Iceland and Greenland) | Program Services | $85,000 | SEE PART V | ||
| Europe (Including Iceland and Greenland) | Program Services | $6,000 | STUDENT RECRUITMENT | ||
| North America | Program Services | $42,000 | SEE PART V | ||
| North America | Program Services | $3,000 | STUDENT RECRUITMENT | ||
| North America | Program Services | $122,000 | SCIENTIFIC STATION | 1 | 17 |
| Russia and the Newly Independent States | Program Services | $2,000 | SEE PART V | ||
| South America | Program Services | $1,000 | SEE PART V | ||
| South America | Program Services | $3,000 | STUDENT RECRUITMENT | ||
| South Asia | Program Services | $10,000 | SEE PART V | ||
| Europe (Including Iceland and Greenland) | Fundraising | $2,000 | |||
| North America | Fundraising | $2,000 | |||
| South Asia | Program Services | $2,000 | STUDENT RECRUITMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 17 | SubtotalEmployeesCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 17 | TotalEmployeeCnt |
| Subtotal Spent | $970,323,000 | SubtotalSpentAmt |
| Continuation Spent | $6,000 | ContinuationSpentAmt |
| Total Spent | $970,329,000 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| FINANCIAL AID | East Asia and the Pacific | 5 | $56,000 | WIRE TRANSF |
| FINANCIAL AID | Europe (Including Iceland and Greenland) | 27 | $440,000 | WIRE TRANSF |
| FINANCIAL AID | South America | 1 | $1,000 | WIRE TRANSF |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | MONITOR THE USE OF GRANT FUNDS | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 2 ELIGIBILITY FOR BOWDOIN GRANT ASSISTANCE IS "NEED BASEDDETERMINED THROUGH ANALYSIS OF A FAMILY'S INCOME AND ASSETS. FAMILY INFORMATION IS COLLECTED THROUGH THE COLLEGE BOARD'S CSS/FINANCIAL AID PROFILE FORM, FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) AND THE FAMILY'S FEDERAL INCOME TAX RETURNS. EXCEPT FOR NATIONAL MERIT SCHOLARSHIPS, THE COLLEGE DOES NOT OFFER MERIT BASED AID. THE COLLEGE MAINTAINS A STUDENT AID OFFICE TO COUNSEL STUDENTS/FAMILIES ON HOW TO AFFORD A BOWDOIN EDUCATION AND TO ENSURE THAT AWARDS ARE IN COMPLIANCE WITH ESTABLISHED POLICIES AND PROCEDURES. PROGRAM SERVICE ACTIVITIES PART I, LINE 3, COLUMN E PROGRAM SERVICES ACTIVITY INCLUDES STUDENT EDUCATION RELATED TRAVEL, FACULTY AND STAFF PROFESSIONAL DEVELOPMENT, RESEARCH, AND RELATED TRAVEL. BASIS OF ACCOUNTING PART I, LINE 3, COLUMN F THE BASIS OF ACCOUNTING ON THE FINANCIAL STATEMENTS IS ACCRUAL. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|
| RONALD A JOYCE | |||
| SEE PART IV | false | $21,500 | -$21,500 |
| LIPMAN HEARNE | |||
| SEE PART IV | false | $150,765 | -$150,765 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $172,265 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$172,265 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $95,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $70,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $25,000 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $13,000 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $17,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $10,000 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,000 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $95,000 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $70,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $25,000 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $13,000 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $17,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $10,000 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,000 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $41,000 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$16,000 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FUNDRAISING SERVICES | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 2B, COLUMN (II) RONALD A JOYCE FUNDRAISING ACTIVITY: FUNDRAISING CONSULTANT LIPMAN HEARNE FUNDRAISING ACTIVITY: COMPREHENSIVE CAMPAIGN MARKETING, DESIGN AND CONSULTING | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| TOWN OF BRUNSWICK | |||||||
| 85 UNION STREET | BRUNSWICK | ME | 04011 | 999999999 | GOV'T | $467,000 | CONTRIBUTION CONTRIBUTION |
| BRUNSWICK DEVELOPMENT CORPORATION | |||||||
| 85 UNION STREET | BRUNSWICK | ME | 04011 | 010498822 | 501(c)(3) | $25,000 | CONTRIBUTION CONTRIBUTION |
| BRUNSWICK AMERICAN LEGION | |||||||
| 1 COLUMBUS DRIVE | BRUNSWICK | ME | 04011 | 844691181 | 501(c)(19) | $12,500 | CONTRIBUTION CONTRIBUTION |
| BRUNSWICK DOWNTOWN ASSOCIATION | |||||||
| PO BOX 15 | BRUNSWICK | ME | 04011 | 753131242 | 501(c)(3) | $12,000 | CONTRIBUTION CONTRIBUTION |
| PEJEPSCOT HISTORICAL SOCIETY | |||||||
| 159 PARK ROW | BRUNSWICK | ME | 04011 | 016024157 | 501(c)(3) | $10,000 | CONTRIBUTION CONTRIBUTION |
| TOWN OF HARPSWELL | |||||||
| PO BOX 39 | HARPSWELL | ME | 04079 | 999999999 | GOV'T | $9,500 | CONTRIBUTION CONTRIBUTION |
| UNITED WAY OF MID COAST MAINE | |||||||
| 34 WING FARM PARKWAY | BATH | ME | 04530 | 016004866 | 501(c)(3) | $7,500 | CONTRIBUTION CONTRIBUTION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FINANCIAL ASSISTANCE FOR UNDERGRADUATE STUDENTS | 968 | $44,305,000 |
| STUDENT RESEARCH FELLOWSHIPS | 598 | $1,751,000 |
| GRAD. STUDENT FINANCIAL AID & POST GRAD. AWARDS | 94 | $438,000 |
| ACADEMIC ACHIEVEMENT & OTHER STUDENT AWARDS | 318 | $131,000 |
| COVID RELIEF - FEDERAL DISBURSEMENTS | 820 | $555,000 |
| COVID RELIEF - BOWDOIN INSTITUTIONAL DISBURSEMENTS | 351 | $197,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | MONITOR THE USE OF GRANT FUNDS | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 2 GRANTS TO ORGANIZATIONS IN THE U.S. THE ALLOCATION OF GRANTS AND OTHER ASSISTANCE TO LOCAL ORGANIZATIONS AND MUNICIPALITIES IS DETERMINED ON AN ANNUAL BASIS BY THE SENIOR VICE PRESIDENT FOR FINANCE AND ADMINISTRATION AND TREASURER. GRANTS TO INDIVIDUALS IN THE U.S. ELIGIBILITY FOR BOWDOIN GRANT ASSISTANCE IS "NEED BASEDDETERMINED THROUGH ANALYSIS OF A FAMILY'S INCOME AND ASSETS. FAMILY INFORMATION IS COLLECTED THROUGH THE COLLEGE BOARD'S CSS/FINANCIAL AID PROFILE FORM, FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) AND THE FAMILY'S FEDERAL INCOME TAX RETURNS. EXCEPT FOR NATIONAL MERIT SCHOLARSHIPS, THE COLLEGE DOES NOT OFFER MERIT BASED AID. THE COLLEGE MAINTAINS A STUDENT AID OFFICE TO COUNSEL STUDENTS/FAMILIES ON HOW TO AFFORD A BOWDOIN EDUCATION AND TO ENSURE THAT AWARDS ARE IN COMPLIANCE WITH ESTABLISHED POLICIES AND PROCEDURES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CLAYTON ROSE | ||||||||||||||
| PRESIDENT | $492,646 | $0 | $0 | $0 | $6,701 | $0 | $41,754 | $0 | $53,095 | $0 | $594,196 | $0 | $0 | $0 |
| MATTHEW ORLANDO | ||||||||||||||
| SVP FINANCE & ADMIN/TREASURER | $351,292 | $0 | $0 | $0 | $1,553 | $0 | $36,947 | $0 | $22,732 | $0 | $412,524 | $0 | $0 | $0 |
| PAULA VOLENT | ||||||||||||||
| SVP/CHIEF INVESTMENT OFFICER | $1,861,948 | $0 | $2,300,000 | $0 | $8,860 | $0 | $42,575 | $0 | $22,920 | $0 | $4,236,303 | $0 | $0 | $0 |
| ELIZABETH MCCORMACK | ||||||||||||||
| SVP/DEAN FOR ACADEMIC AFFAIRS | $303,519 | $0 | $0 | $0 | $3,249 | $0 | $42,452 | $0 | $13,510 | $0 | $362,730 | $0 | $0 | $0 |
| JANET LOHMANN | ||||||||||||||
| SVP/DEAN FOR STUDENT AFFAIRS | $195,296 | $0 | $0 | $0 | $1,288 | $0 | $29,236 | $0 | $29,067 | $0 | $254,887 | $0 | $0 | $0 |
| SCOTT MEIKLEJOHN | ||||||||||||||
| SVP FOR DVT & ALUMNI RELATIONS | $353,200 | $0 | $0 | $0 | $11,318 | $0 | $42,575 | $0 | $17,435 | $0 | $424,528 | $0 | $0 | $0 |
| SCOTT HOOD | ||||||||||||||
| SVP FOR COMM & PUBLIC AFFAIRS | $235,958 | $0 | $0 | $0 | $3,896 | $0 | $35,601 | $0 | $13,208 | $0 | $288,663 | $0 | $0 | $0 |
| E WHITNEY SOULE | ||||||||||||||
| SVP/DEAN ADMISSIONS & ST. AID | $243,638 | $0 | $0 | $0 | $1,704 | $0 | $37,562 | $0 | $17,962 | $0 | $300,866 | $0 | $0 | $0 |
| MICHAEL CATO | ||||||||||||||
| SVP/CHIEF INFORMATION OFFICER | $266,125 | $0 | $0 | $0 | $3,446 | $0 | $26,828 | $0 | $31,824 | $0 | $328,223 | $0 | $0 | $0 |
| MICHAEL REED | ||||||||||||||
| SVP FOR INCLUSION & DIVERSITY | $257,216 | $0 | $0 | $0 | $4,724 | $0 | $28,747 | $0 | $11,734 | $0 | $302,421 | $0 | $0 | $0 |
| TIMOTHY FOSTER | ||||||||||||||
| FMR DEAN OF STUDENT AFFAIRS | $111,598 | $0 | $0 | $0 | $33,396 | $0 | $24,038 | $0 | $13,355 | $0 | $182,387 | $0 | $0 | $0 |
| JENNIFER SCANLON | ||||||||||||||
| FMR INTERIM DEAN ACAD. AFFAIRS | $232,129 | $0 | $0 | $0 | $6,657 | $0 | $37,154 | $0 | $40,475 | $0 | $316,415 | $0 | $0 | $0 |
| PATSY DICKINSON | ||||||||||||||
| FACULTY | $216,691 | $0 | $0 | $0 | $4,163 | $0 | $32,443 | $0 | $11,308 | $0 | $264,605 | $0 | $0 | $0 |
| MICHAEL ARCHIBALD | ||||||||||||||
| ASSOC VP DVT & ALUMNI RELATNS | $268,532 | $0 | $0 | $0 | $1,728 | $0 | $39,869 | $0 | $22,196 | $0 | $332,325 | $0 | $0 | $0 |
| JOHN HOLT | ||||||||||||||
| FACULTY | $80,187 | $0 | $0 | $0 | $236,340 | $0 | $17,410 | $0 | $5,617 | $0 | $339,554 | $0 | $0 | $0 |
| CHRIS PICCIONE | ||||||||||||||
| ENDOWMENT CHIEF OPS OFFICER | $185,707 | $0 | $310,000 | $0 | $5,614 | $0 | $0 | $0 | $14,251 | $0 | $515,572 | $0 | $0 | $0 |
| ALLEN WELLS | ||||||||||||||
| FACULTY | $101,405 | $0 | $0 | $0 | $162,527 | $0 | $16,871 | $0 | $6,037 | $0 | $286,840 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| BENEFITS | PART I, LINE 1A TRAVEL FOR COMPANIONS: SPOUSAL/PARTNER TRAVEL IS PERMISSIBLE IN INSTANCES WHERE THE PRESENCE OF A SPOUSE/PARTNER IS REQUIRED TO FURTHER A COLLEGE PURPOSE. THE AMOUNTS ARE COVERED UNDER THE COLLEGE'S EXPENSE REIMBURSEMENT POLICY. DURING THE TAX YEAR, THE ATTENDANCE OF THE PRESIDENT'S SPOUSE WAS REQUIRED AT CERTAIN COLLEGE EVENTS. RELATED TRAVEL COSTS WERE NONTAXABLE. GROSS-UP PAYMENTS: ONE KEY EMPLOYEE RECEIVED A GROSS-UP PAYMENT FOR CONSULTING SERVICES RECEIVED. TWO KEY EMPLOYEES AND THREE HIGHEST COMPENSATED EMPLOYEES RECEIVED A GROSS-UP PAYMENT ON A TAXABLE LENGTH OF SERVICE AWARD. HOUSING ALLOWANCE: THE COLLEGE REQUIRES THE PRESIDENT TO LIVE ON CAMPUS IN COLLEGE-PROVIDED HOUSING. THE VALUE OF THE BENEFIT IS INCLUDED IN PART II, COLUMN D FOR PRESIDENT CLAYTON ROSE. SOCIAL CLUB DUES: SOCIAL CLUB DUES WERE PAID BY THE COLLEGE ON BEHALF OF A KEY EMPLOYEE DURING CALENDAR YEAR 2019. THE DUES ARE NOT INCLUDED IN THE EMPLOYEE'S TAXABLE WAGES AS THE SOCIAL CLUB WAS USED TO CONDUCT COLLEGE BUSINESS ONLY. |
| SEVERANCE OR CHANGE OF CONTROL PAYMENTS | PART I, LINE 4A A HIGHEST COMPENSATED EMPLOYEE RECEIVED SUPPLEMENTAL WAGES IN THE AMOUNT $159,565. A HIGHEST COMPENSATED EMPLOYEE RECEIVED SUPPLEMENTAL WAGES IN THE AMOUNT $209,117. A KEY EMPLOYEE OF THE COLLEGE HAS AN EMPLOYMENT AGREEMENT WITH A CONDITIONAL SEVERANCE CLAUSE. |
| NON-FIXED PAYMENTS | PART I, LINE 7 A KEY EMPLOYEE IN THE INVESTMENT OFFICE HAS AN INCENTIVE PERFORMANCE-RELATED BONUS BASED IN PART ON THE INVESTMENT PERFORMANCE OF THE BOWDOIN COLLEGE ENDOWMENT. A HIGHEST COMPENSATED EMPLOYEE RECEIVED A BONUS WHICH WAS DETERMINED AT THE DISCRETION OF A KEY EMPLOYEE. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | CUSIPCUSIPNum |
|---|---|---|---|---|---|---|---|---|
| MAINE HHEFA | ||||||||
| A | 010314384 | 2017-04-03 | $20,700,000 | DIR. PLACEMENT REMARKETING-PART VI | false | false | false | |
| MAINE HHEFA | ||||||||
| B | 010314384 | 2017-12-28 | $35,978,713 | ADVANCED REFUNDING - SEE PART VI | false | false | false | 56042RPK2 |
| MAINE HHEFA | ||||||||
| C | 010314384 | 2018-11-29 | $32,389,091 | CONSTRUCTION - SEE PART VI | false | false | false | 56042RSC7 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $20,700,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $20,700,000 | $0 | 2017 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $35,978,713 | $0 | $0 | $0 | $409,145 | $0 | $0 | $0 | $35,569,568 | $0 | 2017 | false | Yes (true) | Yes (true) | Yes (true) |
| C | $0 | $0 | $33,121,928 | $0 | $0 | $0 | $386,973 | $0 | $0 | $30,169,744 | $0 | $2,565,211 | false | false | false | Yes (true) |
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 | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Total Private Business UseTotalPrivateBusinessUsePct |
|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | 0 | false | false | false | Yes (true) | |
| B | false | Yes (true) | false | false | 0.00200 | false | false | false | Yes (true) | 0.00200 |
| C | false | false | false | false | 0 | false | false | false | Yes (true) |
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 | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | Yes (true) | false | false | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| TAX EXEMPT BONDS | PART I ROW A, COLUMN F: DIRECT PLACEMENT REMARKETING OF S2008 ISSUED 03/24/2008 ROW B, COLUMN F: PARTIALLY ADVANCE REFUND 2009A ISSUED 05/14/2009 ROW C, COLUMN F: CONSTRUCTION |
| OTHER SPENT PROCEEDS | PART II, LINE 3, COLUMN C THE DIFFERENCE BETWEEN THE TOTAL PROCEEDS AND THE ISSUE PRICE IS THE RESULT OF INTEREST EARNINGS. PART II, LINE 11, COLUMNS A&B THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS NO LONGER IN ESCROW. |
| LEASE ARRANGEMENT | PART III, LINE 2, COLUMN A WHILE THERE ARE LEASES ASSOCIATED WITH THIS BOND FINANCED PROPERTY THE EQUITY CONTRIBUTION TO EACH PROJECT EXCEEDS THE AMOUNT OF PRIVATE BUSINESS USE. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NA | PersonNm |
| Relationship With Org | N/A | RelationshipWithOrgTxt |
| Cash Grant | $9,945 | CashGrantAmt |
| Type Of Assistance | scholarship | TypeOfAssistanceTxt |
| Assistance Purpose | benefit | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| DAUGHTER OF TRUSTEE | |||
| TRUSTEE- L. COTTON | $98,000 | COMPENSATION | false |
| SPOUSE OF KEY EMPLOYEE | |||
| KEY EMPLOYEE- S. HOOD | $150,000 | COMPENSATION | false |
| SPOUSE OF FMR KEY EMPLOYEE | |||
| FMR KEY EMPLOYEE- FOSTER | $87,000 | COMPENSATION | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 735 | ContributionCnt |
| Method Of Determining Revenues | SEE PART II | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 218 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,644,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SEE PART II | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Form8283 Received | 15 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| CONTRIBUTIONS | PART I, COLUMN (B) THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. |
| NON-CASH CONTRIBUTIONS | PART I, LINE 9 155 GIFTS OF PUBLICLY TRADED SECURITIES WERE VALUED AT FAIR MARKET VALUE. 63 PLANNED GIFTS WERE VALUED AT NET PRESENT VALUE. |
| ART - WORKS OF ART | PART I, LINE 33 THE COLLEGE DOES NOT RECOGNIZE REVENUE FOR CONTRIBUTIONS OF ART OBJECTS OR BOOKS AND PUBLICATIONS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ORGANIZATION'S MISSION | CORE FORM 990, PART I, LINE 1 AND PART III, LINE 1 IT IS THE MISSION OF THE COLLEGE TO ENGAGE STUDENTS OF UNCOMMON PROMISE IN AN INTENSE FULL-TIME EDUCATION OF THEIR MINDS, EXPLORATION OF THEIR CREATIVE FACULTIES, AND DEVELOPMENT OF THEIR SOCIAL AND LEADERSHIP ABILITIES IN A FOUR-YEAR COURSE OF STUDY AND RESIDENCE THAT CONCLUDES WITH A BACCALAUREATE DEGREE IN THE LIBERAL ARTS. |
| FORM 990 REVIEW PROCESS | CORE FORM 990 PART VI, SECTION B, LINE 11B IN APRIL, A COMPLETE COPY OF FORM 990 IS PROVIDED TO THE PRESIDENT AND THE SENIOR VICE PRESIDENT FOR FINANCE AND ADMINISTRATION AND TREASURER FOR THOROUGH REVIEW IN ADVANCE OF REGULARLY SCHEDULED BOARD OF TRUSTEES MEETINGS AND FILING WITH THE INTERNAL REVENUE SERVICE (IRS) IN MAY. SUBSEQUENT TO THIS REVIEW, A COMPLETE COPY OF FORM 990 IS PROVIDED TO THE CHAIRMAN OF THE BOARD AND THE CHAIR OF THE AUDIT, RISK, AND REPUTATION COMMITTEE. ALL OTHER TRUSTEES ARE PROVIDED A PUBLIC DISCLOSURE COPY OF FORM 990 FOR REVIEW. THE SCHEDULE B AS FILED WITH THE IRS IS AVAILABLE TO ALL TRUSTEES, UPON REQUEST ONLY, AT THE BOARD OF TRUSTEES MEETINGS IN MAY. THE FORM 990 IS FILED WITH THE IRS AFTER THE TRUSTEES REVIEW AND APPROVE THE FORM AT THESE MEETINGS. |
| CONFLICT OF INTEREST POLICY | CORE FORM 990, PART VI, SECTION B, LINE 12C THE COLLEGE SURVEYS ANNUALLY ALL MEMBERS OF THE BOARD, ALL OFFICERS OF INSTRUCTION, AND ALL OFFICERS OF ADMINISTRATION AS TO POTENTIAL CONFLICTS OF INTEREST. SURVEYS ARE REVIEWED BY THE PRESIDENT, THE SENIOR VICE PRESIDENT FOR FINANCE AND ADMINISTRATION AND TREASURER, AND THE LEGAL OFFICER AND ASSISTANT SECRETARY OF THE COLLEGE. THE RESULTS OF THE SURVEY ARE REPORTED TO THE AUDIT, RISK, AND REPUTATION COMMITTEE AND TO THE BOARD OF TRUSTEES. ISSUES ARE DISCUSSED WITH LEGAL COUNSEL. |
| COMPENSATION POLICY | CORE FORM 990, PART VI, SECTION B, LINE 15 IN ACCORDANCE WITH TREASURY REGULATION 53.4958-6 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, ACTING AS A COMPENSATION COMMITTEE, ANNUALLY REVIEWS AND APPROVES THE COMPENSATION OF THE PRESIDENT AND SENIOR MANAGEMENT OFFICIALS. IN ALL CASES, THE EXECUTIVE COMMITTEE CONSIDERS COMPENSATION SURVEYS AND COMPETITIVE MARKET DATA. FOR SENIOR MANAGEMENT, THE PRESIDENT PROVIDES THE EXECUTIVE COMMITTEE WITH RECOMMENDED CHANGES TO COMPENSATION LEVELS. THE EXECUTIVE COMMITTEE DOCUMENTS SUCH DECISIONS IN ITS MINUTES WHERE APPROPRIATE. |
| PUBLIC DISCLOSURE | CORE FORM 990 PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ALSO, FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AT WWW.BOWDOIN.EDU/FINANCE/FINANCIAL-DOCUMENTS. |
| CORE FORM 990 PART XI, Line 9 | NET UNREALIZED LOSS ON INTEREST RATE SWAP ($2,848,000) POSTRETIREMENT-RELATED CHANGES OTHER THAN NET PERIODIC COST ($2,516,000) NET CHANGE IN ANNUITY AND LIFE INCOME FUNDS ($385,000) LOSS ON ASSET RETIREMENT OBLIGATION ($49,000) UNAMORTIZED BOND ISSUE DISCOUNTS/COSTS ($1,044,000) UNCOLLECTIBLE PLEDGES ($232,000) ---------- TOTAL ($7,074,000) |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POLAR BEAR INVESTMENTS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 COLLEGE STATION | AddressLine1Txt |
| City | BRUNSWICK | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043375078 | EIN |
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Total Income | $3,503,292 | TotalIncomeAmt |
| End Of Year Assets | $157,478,743 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWDOIN | BusinessNameLine1Txt |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TP PARTNERSHIP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 770 | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550648835 | EIN |
| Primary Activities | INVESTING | PrimaryActivitiesTxt |
| Legal Domicile State | KY | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | EXCL. 512, 513, 514 | PredominantIncomeTypeTxt |
| Share Of Total Income | $0 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $40,728 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (true) | GeneralOrManagingPartnerInd |
| Ownership | 0.56022 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| POOLED INCOME FUNDS (3) | |||
| INVESTING | BOWDOIN | Trust | Yes (true) |
| CHARITABLE REMAINDER TRUSTS (14) | |||
| INVESTING | BOWDOIN | Trust | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| POOLED INCOME FUND B | ||
| S | $477,727 | FMV |
| POOLED INCOME FUND C | ||
| S | $190,383 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | POOLED INCOME FUNDS AND CHARITABLE REMAINDER TRUSTS DOMICILED | FormAndLineReferenceDesc |
| Explanation | PART IV THERE ARE 3 POOLED INCOME FUNDS REPORTED IN PART IV. ALL ARE DOMICILED IN MAINE. THERE ARE 14 CHARITABLE REMAINDER TRUSTS REPORTED IN PART IV. 10 ARE DOMICILED IN MAINE, 1 IN CONNECTICUT, 1 IN ILLINOIS, 1 IN NORTH CAROLINA AND 1 IN NEW YORK. | ExplanationTxt |
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