TRUSTEES OF MOUNT HOLYOKE COLLEGE: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: TRUSTEES OF MOUNT HOLYOKE COLLEGE (EIN 04-2103578)
Tax period: 2019-07-01 to 2020-06-30
Filed: 2021-05-17
IRS object ID: 202101379349302530
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	2021-05-17T09:54:49-05:00	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	60 South Street	AddressLine1Txt
City	Boston	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02111	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	042103578	EIN

Business Name BusinessName

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

Field	Value	IRS element (for citing)
In Care Of	% SUSAN O'NEILL - INTERIM CNTR	InCareOfNm
Business Name Control	TRUS	BusinessNameControlTxt
Phone	4135383674	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	50 COLLEGE STREET	AddressLine1Txt
City	SOUTH HADLEY	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01075	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SHANNON D GUREK	PersonNm
Person Title	VP FIN ADMIN&TREASUR	PersonTitleTxt
Phone	4135383674	PhoneNum
Signature	2021-05-13	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	STEPHANIE LONCZAK	PreparerPersonNm
PTIN	P01880207	PTIN
Phone	6179881000	PhoneNum

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	Mount Holyoke College	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	SONYA STEPHENS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	50 COLLEGE STREET	AddressLine1Txt
City	SOUTH HADLEY	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01075	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$326,845,313	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.MTHOLYOKE.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1836	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	SEE SCHEDULE O	ActivityOrMissionDesc
Voting Members Governing Body	28	VotingMembersGoverningBodyCnt
Voting Members Independent	26	VotingMembersIndependentCnt
Total Employee	3299	TotalEmployeeCnt
Total Volunteers	1205	TotalVolunteersCnt
Total Gross UBI	-$241,321	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$24,513,999	PYContributionsGrantsAmt
CY Contributions Grants	$21,777,456	CYContributionsGrantsAmt
PY Program Service Revenue	$140,776,970	PYProgramServiceRevenueAmt
CY Program Service Revenue	$137,973,865	CYProgramServiceRevenueAmt
PY Investment Income	$43,661,120	PYInvestmentIncomeAmt
CY Investment Income	$37,245,371	CYInvestmentIncomeAmt
PY Other Revenue	$8,747,083	PYOtherRevenueAmt
CY Other Revenue	$6,202,623	CYOtherRevenueAmt
PY Total Revenue	$217,699,172	PYTotalRevenueAmt
CY Total Revenue	$203,199,315	CYTotalRevenueAmt
PY Grants And Similar Paid	$56,008,759	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$55,487,658	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$91,680,154	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$94,476,490	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$7,984,695	CYTotalFundraisingExpenseAmt
PY Other Expenses	$61,392,655	PYOtherExpensesAmt
CY Other Expenses	$56,400,943	CYOtherExpensesAmt
PY Total Expenses	$209,081,568	PYTotalExpensesAmt
CY Total Expenses	$206,365,091	CYTotalExpensesAmt
PY Revenues Less Expenses	$8,617,604	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$3,165,776	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,083,472,761	TotalAssetsBOYAmt
Total Assets EOY	$1,113,144,235	TotalAssetsEOYAmt
Total Liabilities BOY	$183,685,524	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$224,408,060	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$899,787,237	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$888,736,175	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	$136,443,827	ExpenseAmt
Grant	$54,779,858	GrantAmt
Revenue	$119,421,418	RevenueAmt
Desc	Instruction, Research, Academic Support and Library Services Mount Holyoke College enrolls approximately 2,200 undergraduate students who benefit from small group instruction in a diverse college community with a student-to-faculty ratio of 9 to 1. Mount Holyokes 200 accomplished faculty members are innovative teachers dedicated to their students. They are also active scholars, research scientists, and creative artists passionate about their disciplines. The College offers 48 departmental and interdepartmental majors. Through the liberal arts education, students explore art, literature, languages, philosophy, politics, history, mathematics and science rather than choosing one specialized track of study. The liberal arts also transcend the classroom. Students gain a complex understanding of the world in which they live through internships, study abroad, community-based learning, volunteer work and independent research. In addition to its undergraduate program, the College, through its division of Professional and Graduate Education (PAGE), offers a range of graduate degree programs, institutes, and courses to support emerging leaders, scientists and educators who want to increase their scope of impact in their respective fields. An integral part of the college community, Library and Information Technology Services facilitates the creative use of information and technology. It supports the educational priorities of the College by providing instruction, materials, staff expertise and equipment to sustain learning, teaching, research and the Colleges administrative functions.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$30,381,338	ExpenseAmt
Grant	$707,800	GrantAmt
Revenue	$12,210,590	RevenueAmt
Desc	Student Services and Residential Life The Division of Student Life cultivates a dynamic, engaged and inclusive community that enriches the student experience, promotes wellness and belonging, and supports the purposeful development of every student. Engagement, peer mentorship and self governance are the foundations of Mount Holyokes residential program. To this end, most residence halls house members of all four classes along with vibrant Living-Learning Communities, including a residence hall dedicated exclusively to the enhancement of the first year experience. The Colleges residence halls are unique in design and character and offer many configurations as well as common spaces to meet the developing needs of students. Along with being committed to academic success, Mount Holyoke cares about the overall well being of students. The College offers a range of health, counseling, public safety, and accessibility services to support the needs of its students. The Office of Student Involvement supports more than 100 student organizations and presents a wide array of cultural, entertainment and social events, in addition to providing students with opportunities for leadership, service, and engagement. The Office of Student Involvement works to create a vibrant and inclusive co-curricular campus life that sustains Mount Holyoke College students as scholars, and offers them skills for leading a balanced life.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$10,331,193	ExpenseAmt
Revenue	$13,237,569	RevenueAmt
Desc	Dining Services At Mount Holyoke College, dining continues to be an integral part of a students educational experience. The Colleges Dining Commons (DC), located within its Community Center, is a hub of student life where community members can converse, collaborate, and relax with one another. The DC, which was named a Level 1 Certified Green Restaurant, features five food stations that promote health, wellness and sustainability by focusing on international cuisine, vegan options and avoiding food with allergens. With seating in six distinctive dining rooms, the DC offers students the opportunity to interact with one another, as well as with members of the entire campus community. These intentionally designed spaces provide students with a strong foundation from which to imagine and envision future possibilities, both curricular and co-curricular. These new spaces not only connect students to each other, but also to the beauty of the Colleges campus and provide new opportunities for creative work, thus maintaining the intimacy and purpose of the Mount Holyoke community dining experience. Dining Services is responsible for all Community Center cash operations, vending, a bakery, and a warehouse. The qualified and experienced culinary production and service staff are dedicated to providing fresh, nutritious, well-prepared foods and offering diverse and extensive menu options for the entire Mount Holyoke College community.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$177,156,358	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	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (true)	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	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	false	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	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	Yes (true)	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	2802	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	3299	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	FR	ForeignCountryCd
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	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	28	GoverningBodyVotingMembersCnt
Independent Voting Member	26	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (true)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	SUSAN O'NEILL - INTERIM CNTR	PersonNm
Phone	4135382641	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	50 College Street	AddressLine1Txt
City	South Hadley	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01075	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
Sonya Stephens
President	60.0	1.0	Yes (X)	Yes (X)	$581,858	$0	$86,480
Shannon D Gurek
VP for FIN & Admin & Treasurer	50.0	1.0		Yes (X)	$297,824	$0	$48,246
Kassandra Jolley
VP for Adv&Acting VP for Comm	50.0	0.0		Yes (X)	$279,304	$0	$49,079
Jon Western
VP for Acad Aff & Dean Faculty	50.0	0.0		Yes (X)	$241,727	$0	$85,586
Marcella Runell Hall
VP for Stud Life & Dean of Std	50.0	0.0		Yes (X)	$192,865	$0	$57,490
Eva Paus
PROFESSOR OF ECONOMICS	50.0	0.0			$196,160	$0	$43,773	Yes (X)
Robin Randall
VP for Enrollment Management	50.0	0.0		Yes (X)	$195,299	$0	$41,166
Charles Greene II
VP for Communications & Mktg	50.0	0.0		Yes (X)	$188,145	$0	$43,196
Keith Michel
ASSOCIATE VP FOR DEVELOPMENT	50.0	0.0			$188,898	$0	$42,237	Yes (X)
Alexander Wirth-Cauchon
CIO&Exec Dir Of Lib Info&Tech	50.0	0.0			$187,186	$0	$36,766	Yes (X)
Amy Martin
Professor OF English	50.0	0.0			$177,478	$0	$40,723	Yes (X)
Valerie Barr
Professor of Computer Science	50.0	0.0			$176,392	$0	$37,832	Yes (X)
Kijua Sanders-McMurtry
VP for Equity&Inclusion&CDO	50.0	0.0		Yes (X)	$181,652	$0	$32,048
LENORE REILLY
Secretary of the College	50.0	1.0		Yes (X)	$153,417	$0	$24,544
Elizabeth Barbeau
TRUSTEE	2.0	0.1	Yes (X)		$0	$0	$0
Jennie Berkson
TRUSTEE	2.0	0.1	Yes (X)		$0	$0	$0
Lori Bettison-Varga
TRUSTEE	2.0	0.1	Yes (X)		$0	$0	$0
Elizabeth Cochary Gross
TRUSTEE	2.0	0.1	Yes (X)		$0	$0	$0
Katherine E Collins
VICE CHAIR	6.0	0.1	Yes (X)		$0	$0	$0
Erin Ennis
TRUSTEE	2.0	2.1	Yes (X)		$0	$0	$0
Carrianna K Field
TRUSTEE	4.0	0.1	Yes (X)		$0	$0	$0
Ellen J Flannery
TRUSTEE	4.0	0.2	Yes (X)		$0	$0	$0
Heather Harde
TRUSTEE	2.0	0.1	Yes (X)		$0	$0	$0
Mary Hughes
TRUSTEE	2.0	0.1	Yes (X)		$0	$0	$0
David Mahoney
TRUSTEE	2.0	0.1	Yes (X)		$0	$0	$0
Camille Malonzo
TRUSTEE	2.0	0.1	Yes (X)		$0	$0	$0
KC Maurer
TRUSTEE	4.0	0.1	Yes (X)		$0	$0	$0
Anne McKenny
TRUSTEE	2.0	0.1	Yes (X)		$0	$0	$0
Natasha Mohanty
TRUSTEE	4.0	0.1	Yes (X)		$0	$0	$0
Maria Mossaides
TRUSTEE	2.0	10.1	Yes (X)		$0	$0	$0
Rhynette Northcross Hurd
VICE CHAIR	4.0	0.1	Yes (X)		$0	$0	$0
Jennifer Rochlis
TRUSTEE	4.0	0.1	Yes (X)		$0	$0	$0
Gareth Ross
TRUSTEE (Ended 1/2020)	2.0	0.1	Yes (X)		$0	$0	$0
Raj Seshadri
TRUSTEE	2.0	0.1	Yes (X)		$0	$0	$0
Karena Strella
CHAIR	8.0	0.1	Yes (X)		$0	$0	$0
Mona Sutphen
TRUSTEE	4.0	0.1	Yes (X)		$0	$0	$0
Michelle Toh
TRUSTEE	2.0	0.1	Yes (X)		$0	$0	$0
Louise Wasso
TRUSTEE	6.0	0.1	Yes (X)		$0	$0	$0
Elizabeth Weatherman
TRUSTEE	4.0	0.1	Yes (X)		$0	$0	$0
Sarah Wells
TRUSTEE	2.0	0.1	Yes (X)		$0	$0	$0
Elizabeth Wharff
TRUSTEE	2.0	0.1	Yes (X)		$0	$0	$0
Ke Isabella Wu
TRUSTEE	2.0	0.1	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,238,205	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$669,166	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	137	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	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
Cambridge Associates LLC
100 Summer Street	Boston	MA	02110	INVESTMENT CONSULT	$1,081,250
Adage Capital Partners
200 Clarendon Street 52nd Floor	Boston	MA	02116	INVESTMENT MGMT	$544,478
Cedar Rock Capital Partners
11 Broadway Suite 965	New York	NY	10019	INVESTMENT MGMT	$489,923
Silchester International Investors
780 Third Avenue Floor 42	New York	NY	10017	INVESTMENT MGMT	$394,831
Lone Cascade LP
C/OLone Pine MembsLLC2 Greenwich	Greenwich	CT	06830	INVESTMENT MGMT	$369,562

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	27	CntrctRcvdGreaterThan100KCnt
Fundraising	$15,545	FundraisingAmt
Related Organizations	$451,768	RelatedOrganizationsAmt
Government Grants	$5,226,071	GovernmentGrantsAmt
All Other Contributions	$16,084,072	AllOtherContributionsAmt
Noncash Contributions	$2,713,486	NoncashContributionsAmt
Total Contributions	$21,777,456	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Tuition and Fees	611310	$112,620,736	$112,620,736
Room and Other Board	611310	$25,341,377	$25,341,377
Educational Performances	611310	$11,752	$11,752

Field	Value	IRS element (for citing)
Total Program Service Revenue	$137,973,865	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,887,506	TotalRevenueColumnAmt
Unrelated Business Revenue	-$615,428	UnrelatedBusinessRevenueAmt
Exclusion	$5,502,934	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$75	TotalRevenueColumnAmt
Exclusion	$75	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$714	TotalRevenueColumnAmt
Exclusion	$714	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$614,217	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$384,917	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$229,300	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$229,300	TotalRevenueColumnAmt
Exclusion	$229,300	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$155,438,246	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$123,017,136	SecuritiesAmt
Other	$63,320	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$32,421,110	SecuritiesAmt
Other	-$63,320	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$32,357,790	TotalRevenueColumnAmt
Unrelated Business Revenue	$33,395	UnrelatedBusinessRevenueAmt
Exclusion	$32,324,395	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$8,480	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$15,545	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$5,604	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,876	TotalRevenueColumnAmt
Exclusion	$2,876	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	$281,803	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$175,021	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$106,782	TotalRevenueColumnAmt
Related Or Exempt Func Income	$106,782	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Public Safety Collaborative	611310	$1,832,935	$1,832,935
Educational Conferences	721000	$720,528	$419,491	$301,037
LOSS ON REFINANCING ON DEBT	900009	-$1,266,691			-$1,266,691

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,576,179	TotalRevenueColumnAmt
Related Or Exempt Func Income	$4,536,504	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$39,675	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$5,862,951	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$203,199,315	TotalRevenueColumnAmt
Related Or Exempt Func Income	$144,869,577	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$241,321	UnrelatedBusinessRevenueAmt
Exclusion	$36,793,603	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$124,048	TotalAmt
Program Services	$124,048	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$47,376,247	TotalAmt
Program Services	$47,376,247	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$7,987,363	TotalAmt
Program Services	$7,987,363	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	$2,857,663	TotalAmt
Program Services	$803,365	ProgramServicesAmt
Management And General	$1,686,019	ManagementAndGeneralAmt
Fundraising	$368,279	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

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

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$68,229,036	TotalAmt
Program Services	$60,067,377	ProgramServicesAmt
Management And General	$4,925,386	ManagementAndGeneralAmt
Fundraising	$3,236,273	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$6,807,186	TotalAmt
Program Services	$5,993,046	ProgramServicesAmt
Management And General	$491,479	ManagementAndGeneralAmt
Fundraising	$322,661	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$11,541,231	TotalAmt
Program Services	$10,160,900	ProgramServicesAmt
Management And General	$833,277	ManagementAndGeneralAmt
Fundraising	$547,054	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$5,041,374	TotalAmt
Program Services	$4,438,426	ProgramServicesAmt
Management And General	$363,987	ManagementAndGeneralAmt
Fundraising	$238,961	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$553,767	TotalAmt
Program Services	$223,484	ProgramServicesAmt
Management And General	$36,414	ManagementAndGeneralAmt
Fundraising	$293,869	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$449,330	TotalAmt
Program Services	$49,104	ProgramServicesAmt
Management And General	$399,918	ManagementAndGeneralAmt
Fundraising	$308	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$260,250	TotalAmt
Management And General	$260,250	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

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

Fees For Services Prof Fundraising FeesForServicesProfFundraising

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

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$6,998,092	TotalAmt
Management And General	$6,998,092	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$5,470,755	TotalAmt
Program Services	$3,713,399	ProgramServicesAmt
Management And General	$1,621,441	ManagementAndGeneralAmt
Fundraising	$135,915	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$56,283	TotalAmt
Program Services	$29,963	ProgramServicesAmt
Management And General	$23,901	ManagementAndGeneralAmt
Fundraising	$2,419	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,741,397	TotalAmt
Program Services	$3,044,139	ProgramServicesAmt
Management And General	$548,164	ManagementAndGeneralAmt
Fundraising	$149,094	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,339,558	TotalAmt
Program Services	$696,990	ProgramServicesAmt
Management And General	$640,958	ManagementAndGeneralAmt
Fundraising	$1,610	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$19,359	TotalAmt
Program Services	$10,315	ProgramServicesAmt
Management And General	$9,044	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$3,696,438	TotalAmt
Program Services	$3,436,821	ProgramServicesAmt
Management And General	$108,176	ManagementAndGeneralAmt
Fundraising	$151,441	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,618,656	TotalAmt
Program Services	$1,365,167	ProgramServicesAmt
Management And General	$124,561	ManagementAndGeneralAmt
Fundraising	$128,928	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	$210,063	TotalAmt
Program Services	$178,249	ProgramServicesAmt
Management And General	$22,671	ManagementAndGeneralAmt
Fundraising	$9,143	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$4,640,855	TotalAmt
Program Services	$4,472,262	ProgramServicesAmt
Management And General	$67,001	ManagementAndGeneralAmt
Fundraising	$101,592	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$274,978	TotalAmt
Program Services	$157,581	ProgramServicesAmt
Management And General	$93,061	ManagementAndGeneralAmt
Fundraising	$24,336	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$10,516,532	TotalAmt
Program Services	$10,149,091	ProgramServicesAmt
Management And General	$144,220	ManagementAndGeneralAmt
Fundraising	$223,221	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$3,711,932	TotalAmt
Program Services	$2,981,986	ProgramServicesAmt
Management And General	$712,259	ManagementAndGeneralAmt
Fundraising	$17,687	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Allocated Expenses	$0	$215,728	-$215,728
Public Safety Collab. Expenses	$1,791,595	$1,791,595
Alumnae Association Support	$1,939,634	$0	$0	$1,939,634
All other expenses	$9,111,469	$7,689,712	$1,329,487	$92,270

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$206,365,091	TotalAmt
Program Services	$177,156,358	ProgramServicesAmt
Management And General	$21,224,038	ManagementAndGeneralAmt
Fundraising	$7,984,695	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	$25,341,826	BOYAmt
EOY	$58,270,662	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$17,663,413	BOYAmt
EOY	$16,894,058	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,111,445	BOYAmt
EOY	$2,415,425	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	$238,824	BOYAmt
EOY	$238,824	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$857,342	BOYAmt
EOY	$771,655	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,286,375	BOYAmt
EOY	$2,641,337	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$455,137,374	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$258,017,967	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$198,069,463	BOYAmt
EOY	$197,119,407	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$86,690,031	BOYAmt
EOY	$44,742,969	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$730,280,499	BOYAmt
EOY	$771,575,952	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$14,389,426	BOYAmt
EOY	$12,298,116	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	$6,544,117	BOYAmt
EOY	$6,175,830	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,083,472,761	BOYAmt
EOY	$1,113,144,235	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$8,234,415	BOYAmt
EOY	$10,920,072	EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$1,710,090	BOYAmt
EOY	$3,585,061	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$122,783,597	BOYAmt
EOY	$58,457,710	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	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	$0	BOYAmt
EOY	$36,758,111	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$66,862,152	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$50,957,422	BOYAmt
EOY	$47,824,954	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$183,685,524	BOYAmt
EOY	$224,408,060	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	$178,291,013	BOYAmt
EOY	$172,860,207	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$721,496,224	BOYAmt
EOY	$715,875,968	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$899,787,237	BOYAmt
EOY	$888,736,175	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,083,472,761	BOYAmt
EOY	$1,113,144,235	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$3,165,776	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$2,950,948	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$4,934,338	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$59,377,192	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$27,899,461	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$37,088,549	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$24,513,999	CurrentTaxYearMinus1YearAmt
Current Tax Year	$21,777,455	CurrentTaxYearAmt
Total	$170,656,656	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	$59,377,192	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$27,899,461	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$37,088,549	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$24,513,999	CurrentTaxYearMinus1YearAmt
Current Tax Year	$21,777,455	CurrentTaxYearAmt
Total	$170,656,656	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$16,938,487	SubstantialContributorsTotAmt
Public Support Total170	$153,718,169	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$6,981,924	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$14,862,793	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$14,514,381	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$11,236,968	CurrentTaxYearMinus1YearAmt
Current Tax Year	$6,117,940	CurrentTaxYearAmt
Total	$53,714,006	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	$13,917,952	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$14,842,504	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$15,547,138	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$398,911	CurrentTaxYearMinus1YearAmt
Current Tax Year	$281,803	CurrentTaxYearAmt
Total	$44,988,308	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$269,358,970	TotalSupportAmt
Gross Receipts Rltd Activities	$655,524,865	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.57068	PublicSupportCY170Pct
Public Support PY170	0.55641	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	$5,000	OtherActivitiesAmt
Total Lobbying Expenditures	$5,000	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1A	FormAndLineReferenceDesc
Explanation	The College pays membership dues to organizations that address state and federal regulatory issues for the collective benefit of member-institutions. The organizations notify the College of the approximate amount of membership dues used for lobbying expense.	ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$284,500	RevenuesIncludedAmt
Assets Included	$16,468,430	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Held Works Art		HeldWorksArtGrp
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Coll Used Loan Or Exch Prog	Yes (X)	CollUsedLoanOrExchProgInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$794,203,693	BeginningYearBalanceAmt
Contributions	$4,962,890	ContributionsAmt
Investment Earnings Or Losses	$33,997,924	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$12,411,741	GrantsOrScholarshipsAmt
Other Expenditures	$23,641,557	OtherExpendituresAmt
Administrative Expenses	$8,074,464	AdministrativeExpensesAmt
End Year Balance	$789,036,745	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$777,739,103	BeginningYearBalanceAmt
Contributions	$8,507,067	ContributionsAmt
Investment Earnings Or Losses	$49,907,925	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$12,262,691	GrantsOrScholarshipsAmt
Other Expenditures	$22,959,616	OtherExpendituresAmt
Administrative Expenses	$6,728,095	AdministrativeExpensesAmt
End Year Balance	$794,203,693	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$729,438,097	BeginningYearBalanceAmt
Contributions	$20,696,541	ContributionsAmt
Investment Earnings Or Losses	$70,124,576	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$12,146,828	GrantsOrScholarshipsAmt
Other Expenditures	$23,051,724	OtherExpendituresAmt
Administrative Expenses	$7,321,559	AdministrativeExpensesAmt
End Year Balance	$777,739,103	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$667,564,847	BeginningYearBalanceAmt
Contributions	$5,998,824	ContributionsAmt
Investment Earnings Or Losses	$91,894,441	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$12,081,547	GrantsOrScholarshipsAmt
Other Expenditures	$15,361,432	OtherExpendituresAmt
Administrative Expenses	$8,577,036	AdministrativeExpensesAmt
End Year Balance	$729,438,097	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$703,010,972	BeginningYearBalanceAmt
Contributions	$19,587,426	ContributionsAmt
Investment Earnings Or Losses	-$11,635,853	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$11,809,408	GrantsOrScholarshipsAmt
Other Expenditures	$22,873,279	OtherExpendituresAmt
Administrative Expenses	$8,715,011	AdministrativeExpensesAmt
End Year Balance	$667,564,847	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.16000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.39000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.45000	TermEndowmentBalanceEOYPct
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	$28,507,136	OtherCostOrOtherBasisAmt
Book Value	$28,507,136	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$198,217,532	OtherCostOrOtherBasisAmt
Depreciation	$75,556,315	DepreciationAmt
Book Value	$122,661,217	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$101,315,857	OtherCostOrOtherBasisAmt
Depreciation	$64,748,176	DepreciationAmt
Book Value	$36,567,681	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$66,450,597	OtherCostOrOtherBasisAmt
Depreciation	$62,277,808	DepreciationAmt
Book Value	$4,172,789	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$60,646,252	OtherCostOrOtherBasisAmt
Depreciation	$55,435,668	DepreciationAmt
Book Value	$5,210,584	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$197,119,407	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (7 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
FIXED INC MUT/COMINGLED FUNDS	$9,896,866	F
EQUITY MUTUAL/COMINGLED FUNDS	$356,153,655	F
HEDGE FUNDS	$172,534,894	F
PRIVATE EQUITY-REAL ASSETS	$46,223,453	F
VENTURE CAPITAL	$156,357,048	F
PRIVATE EQUITY-OTHER	$27,255,253	F
OTHER	$3,154,783	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$771,575,952	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
INTEREST RATE SWAP LIABILITY	$6,018,866
FAS 158 PENSION LIABILITY	$7,631,933
FIN 47 CONDITIONAL ASSET RETIREMENT	$12,419,730
457(B) PENSION LIABILITY	$371,539
REFUNDABLE GOVERNMENT ADVANCES	$3,077,881
SPLIT INTEREST OBLIGATION	$18,305,005

Field	Value	IRS element (for citing)
Total Liability	$47,824,954	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$194,295,826	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$2,950,948	NetUnrealizedGainsInvstAmt
Other Revenue	-$6,478,719	OtherRevenueAmt
Revenue Not Reported	-$9,429,667	RevenueNotReportedAmt
Revenue Subtotal	$203,725,493	RevenueSubtotalAmt
Other Revenues Not Included	-$526,178	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$526,178	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$203,199,315	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$205,347,973	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$7,057,346	OtherExpensesIncludedAmt
Expenses Not Reported	$7,057,346	ExpensesNotReportedAmt
Expenses Subtotal	$198,290,627	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$8,074,464	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$8,074,464	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$206,365,091	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 4	ART MUSEUM The College maintains more than 24,000 works of art from antiquity to the present that comprise the permanent collection of the Mount Holyoke College Art Museum. Particular strengths within this collection include ancient Mediterranean art and artifacts, paintings, sculpture, and decorative art from Europe and the United States, and modern and global contemporary art. Categories of significant depth include photography, glass, ceramics, prints and drawings, and numismatics. This culturally and chronologically diverse collection is an important teaching and learning resource for faculty and students in all disciplines, and serves as a major cultural resource for area schools and the general public. Dedicated to providing firsthand experiences with works of significant aesthetic and cultural value, the Museum develops exhibitions that aim to provide aesthetic enjoyment, stimulate inquisitive looking and encourage understanding of artistic achievements across a diversity of cultures and time periods. Selected works of art are installed in the Art Museum's ten galleries and reception hall on a rotating basis and the Museum produces several special exhibitions each year in addition to its display of works from the permanent collection. The Museum integrates its collections, exhibitions and scholarly research with the curriculum of the College and the interests of the general public. PART V, LINE 2 MOUNT HOLYOKE COLLEGE HAS ADOPTED FASB ASU 2016-14, PRESENTATION OF FINANCIAL STATEMENTS OF NOT-FOR-PROFIT ENTITIES. AS A RESULT, THE JUNE 30, 2020 AUDITED FINANCIAL STATEMENTS CLASSIFY NET ASSETS AS EITHER NET ASSETS WITHOUT DONOR RESTRICTIONS, OR NET ASSETS WITH DONOR RESTRICTIONS. FOR PURPOSES OF PART V, LINE 2, MOUNT HOLYOKE COLLEGE HAS REPORTED ITS YEAR END ENDOWMENT BALANCE WITHOUT DONOR RESTRICTIONS AS QUASI-ENDOWMENT AND ITS YEAR END BALANCE WITH DONOR RESTRICTIONS AS PERMANENT ENDOWMENT AND TERM RESTRICTED ENDOWMENT.
PART V, LINE 4	Mount Holyoke's endowment consists of more than 1,785 individual funds established for a variety of purposes, including both donor restricted endowment funds and funds designated by the College to function as endowments. About 25% of the endowment income used to support the College's operations is unrestricted. Most of the endowed funds contain specific restrictions for the support of critical functions such as financial aid for students with demonstrated need, faculty salaries, library purchases, student and faculty research, internships and departmental programming. Endowment income provides approximately 27% of the College's annual operating budget revenues.
PART X, LINE 2	The College is a tax-exempt organization as described in Section 501(C)(3) of the Internal Revenue Code and is generally exempt from income taxes pursuant to Section 501(a) of the Code. The College assesses uncertain tax positions and determined that there were no such positions that have a material effect on the financial statements.
PART XI, LINE 2D	OTHER ADJUSTMENTS WILLITS HALLOWELL CENTER REVENUE 1,140,669 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 455,076 ENDOWMENT EXPENSES -8,074,464 -------------- TOTAL -6,478,719
PART XI, LINE 4B	OTHER ADJUSTMENTS COST OF GOODS SOLD -175,021 FUNDRAISING EXPENSES -5,604 FACULTY HOUSING EXPENSES -345,553 ------------- TOTAL -526,178
PART XII, LINE 2D	OTHER ADJUSTMENTS WILLITS HALLOWELL CENTER EXPENSES 1,633,249 COST OF GOODS SOLD 175,021 FUNDRAISING EXPENSES 5,604 FACULTY HOUSING EXPENSES 345,553 CHANGE IN FAS PENSION OBLIGATION 2,745,722 PENSION SETTLEMENT COST 606,944 CHANGE IN VALUE OF INTEREST RATE SWAPS 1,545,253 --------------- TOTAL 7,057,346

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

PART I, LINE 3

THE COLLEGE FOLLOWS A NONDISCRIMINATORY POLICY TOWARD STUDENTS, FACULTY AND STAFF, AND WITH REGARD TO STUDENTS, INCLUDES THIS POLICY IN MOST BROCHURES AND CATALOGS PERTAINING TO STUDENT ADMISSIONS, PROGRAMS AND SCHOLARSHIPS. THE COLLEGE'S NON-DISCRIMINATION STATEMENT IS ALSO AVAILABLE ON ITS WEBSITE LANDING PAGE. MOUNT HOLYOKE COLLEGE HAS APPROXIMATELY 2,200 STUDENTS WHO HAIL FROM 47 STATES AND 58 COUNTRIES. THE COLLEGE DEMONSTRATES ITS COMMITMENT TO DIVERSITY BY ENROLLING STUDENTS OF MINORITY GROUPS IN MEANINGFUL NUMBERS. THE RACIALLY DIVERSE STUDENT BODY CONSISTS OF APPROXIMATELY 26% WHO ARE INTERNATIONAL CITIZENS. OUT OF DOMESTIC STUDENTS, 25% IDENTIFY AS AFRICAN AMERICAN, NATIVE AMERICAN, ASIAN, LATINA, OR MULTIRACIAL.

PART I, LINE 6A

The College receives federal grants for faculty research and student scholarships.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (30 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	OfficesOfficesCnt	EmployeeEmployeeCnt
Central America and the Caribbean	Program Services	Grant Aid	$138,464
Central America and the Caribbean	Program Services	Study Abroad	$38,190
Central America and the Caribbean	Investments		$274,046,119
East Asia and the Pacific	Program Services	Grant Aid	$3,292,799
East Asia and the Pacific	Program Services	Study Abroad	$34,950
East Asia and the Pacific	Program Services	Research	$7,524
East Asia and the Pacific	Program Services	Recruitment	$25,540
Europe (Including Iceland and Greenland)	Program Services	Grant Aid	$251,257
Europe (Including Iceland and Greenland)	Program Services	Study Abroad	$220,200	1	1
Europe (Including Iceland and Greenland)	Program Services	Research	$64,191
Europe (Including Iceland and Greenland)	Program Services	Recruitment	$10,228
Europe (Including Iceland and Greenland)	Fundraising	Alumnae Meetings	$37,413
Europe (Including Iceland and Greenland)	Investments		$12,940,347
Middle East and North Africa	Program Services	Grant Aid	$216,748
Middle East and North Africa	Program Services	Recruitment	$6,486
North America	Program Services	Grant Aid	$86,506
North America	Program Services	Research	$30,133
North America	Program Services	Recruitment	$2,665
Russia and the Newly Independent States	Program Services	Grant Aid	$252,360
Russia and the Newly Independent States	Program Services	Research	$2,750
South America	Program Services	Grant Aid	$42,380
South America	Program Services	Research	$2,308
South Asia	Program Services	Research	$4,633
South Asia	Program Services	Grant Aid	$2,633,104
South Asia	Program Services	Recruitment	$19,916
South Asia	Fundraising	Alumnae Meetings	$6,648
Sub-Saharan Africa	Program Services	Grant Aid	$1,073,745
Sub-Saharan Africa	Program Services	Research	$11,079
Middle East and North Africa	Fundraising	Alumnae Meetings	$2,132
Sub-Saharan Africa	Program Services	Study Abroad	$7,339

Field	Value	IRS element (for citing)
Subtotal Offices	1	SubtotalOfficesCnt
Subtotal Employees	1	SubtotalEmployeesCnt
Total Office	1	TotalOfficeCnt
Total Employee	1	TotalEmployeeCnt
Subtotal Spent	$291,447,095	SubtotalSpentAmt
Continuation Spent	$4,061,059	ContinuationSpentAmt
Total Spent	$295,508,154	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
Financial Assistance	Central America and the Caribbean	4	$138,464	Acct Credit
Financial Assistance	Europe (Including Iceland and Greenland)	7	$251,257	Acct Credit
Financial Assistance	East Asia and the Pacific	151	$3,292,799	Acct Credit
Financial Assistance	Middle East and North Africa	6	$216,748	Acct Credit
Financial Assistance	North America	4	$86,506	Acct Credit
Financial Assistance	Russia and the Newly Independent States	6	$252,360	Acct Credit
Financial Assistance	South America	1	$42,380	Acct Credit
Financial Assistance	South Asia	86	$2,633,104	Acct Credit
Financial Assistance	Sub-Saharan Africa	33	$1,073,745	Acct Credit

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	Yes (true)	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2	FormAndLineReferenceDesc
Explanation	ALL FINANCIAL AID GRANTS AND SCHOLARSHIPS TO MOUNT HOLYOKE COLLEGE DEGREE-SEEKING STUDENTS WHO ARE CITIZENS OF FOREIGN COUNTRIES ARE RECORDED IN THE FINANCIAL AID MANAGEMENT SOFTWARE, POWERFAIDS, BY AMOUNT PER SEMESTER. STUDENT FINANCIAL SERVICES STAFF DETERMINE STUDENT ELIGIBILITY BASED ON A CONSISTENTLY APPLIED NEED ANALYSIS FORMULA WHICH CALCULATES THE EXPECTED FAMILY CONTRIBUTION (EFC). THE EFC IS SUBTRACTED FROM THE TOTAL COST OF ATTENDANCE TO EQUAL THE FINANCIAL AID ELIGIBILITY. THE FINANCIAL AID GRANT AMOUNT IS DETERMINED BASED ON CONSISTENTLY APPLIED PACKAGING FORMULAS TO MEET THE FULL CALCULATED NEED OF EACH STUDENT. IN ADDITION TO THE NEED BASED AID, THERE ARE SOME GRANTS THAT ARE AWARDED BASED ON MERIT OR OTHER FACTORS. FINANCIAL AID GRANT FUNDS ARE MONITORED THROUGH THE FINANCIAL AID MANAGEMENT SOFTWARE, POWERFAIDS. STAFF WHO WILL BE AWARDING FINANCIAL AID GRANT FUNDS ARE TRAINED TO ADHERE TO THESE POLICIES AND PROCEDURES. THE FINANCIAL AID GRANT INFORMATION IS TRANSFERRED FROM POWERFAIDS TO THE STUDENT INFORMATION SYSTEM, ELLUCIAN COLLEAGUE, VIA A REGULARLY SCHEDULED INTERFACE. WHEN ALL INSTITUTIONAL GRANT DISBURSEMENT REQUIREMENTS ARE MET, THE FUNDS ARE DISBURSED TO THE STUDENT ACCOUNT IN COLLEAGUE. THE FUNDS ARE CREDITED AGAINST ANY BILLED CHARGES THAT HAVE BEEN PREVIOUSLY POSTED. FOR THE LIMITED NUMBER OF STUDENTS WHERE THIS RESULTS IN A CREDIT BALANCE, THE CREDIT MAY BE REFUNDED TO THE STUDENT IN THE FORM OF A CHECK OR DIRECT DEPOSIT TO THE STUDENT'S U.S. BANK ACCOUNT. THE STUDENT INITIATES THIS REFUND PROCESS BY SUBMITTING A COMPLETED DISBURSEMENT FORM OR CREDIT BALANCE/REFUND REQUEST FORM. STUDENT ELIGIBILITY IS MONITORED THROUGHOUT THE PERIOD OF ENROLLMENT AND ADJUSTMENTS ARE MADE, AS NECESSARY, FOR CHANGES IN ENROLLMENT STATUS ACCORDING TO THE COLLEGE'S PUBLISHED REFUND POLICIES.	ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	FrndofAthletics	Event1Nm
Gross Receipts Event1	$24,025	GrossReceiptsEvent1Amt
Charitable Contri Event1	$15,545	CharitableContriEvent1Amt
Gross Revenue Event1	$8,480	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$500	NonCashPrizesEvent1Amt
Food And Beverage Event1	$3,073	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$2,031	OtherDirectExpensesEvent1Amt
Other Events Total	0	OtherEventsTotalCnt
Gross Receipts Total	$24,025	GrossReceiptsTotalAmt
Charitable Contributions Tot	$15,545	CharitableContributionsTotAmt
Gross Revenue Total Events	$8,480	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$500	NonCashPrizesTotalEventsAmt
Food And Beverage Total Events	$3,073	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$2,031	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$5,604	DirectExpenseSummaryEventsAmt
Net Income Summary	$2,876	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
Columbia University
PO Box 29789	New York	NY	100879789	135598093	501(c)(3)	$24,036	Sub-award for grant research Sub-award for grant research
Town of South Hadley
116 Main Street	South Hadley	MA	01075	046001303	115	$60,000	Support for fire dept capital equip fund Support for fire dept capital equip fund
Five Colleges Incorporated
97 Spring Street	Amherst	MA	010022324	046134696	501(c)(3)	$25,346	Suppt for Five Coll Ctr for Study-WldLan Suppt for Five Coll Ctr for Study-WldLan
WFCR
Hampshire House	Amherst	MA	01003	046130523	501(c)(3)	$11,543	Gen support for local public radio statn Gen support for local public radio statn

Field	Value	IRS element (for citing)
Total501c3 Org	4	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
Fin aid&fellowships for US citizens for tuit,rm,bd	1356	$46,668,447
HIGHER EDUCATION EMERGENCY RELIEF FUND GRANTS	816	$707,800

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 2

ALL FINANCIAL AID GRANTS AND SCHOLARSHIPS TO STUDENTS WHO ARE UNITED STATES CITIZENS ARE RECORDED IN THE FINANCIAL AID MANAGEMENT SOFTWARE, POWERFAIDS, BY AMOUNT PER SEMESTER. STUDENT FINANCIAL SERVICES STAFF DETERMINE STUDENT ELIGIBILITY BASED ON A CONSISTENTLY APPLIED NEED ANALYSIS FORMULA WHICH CALCULATES THE EXPECTED FAMILY CONTRIBUTION (EFC). THE EFC IS SUBTRACTED FROM THE TOTAL COST OF ATTENDANCE TO EQUAL THE FINANCIAL AID ELIGIBILITY. THE FINANCIAL AID GRANT AMOUNT IS DETERMINED BASED ON CONSISTENTLY APPLIED PACKAGING FORMULAS TO MEET THE FULL CALCULATED NEED OF EACH STUDENT. IN ADDITION TO THE NEED BASED AID, THERE ARE SOME GRANTS THAT ARE AWARDED BASED ON MERIT OR OTHER FACTORS. FINANCIAL AID GRANT FUNDS ARE MONITORED THROUGH THE FINANCIAL AID MANAGEMENT SOFTWARE, POWERFAIDS. STAFF WHO WILL BE AWARDING FINANCIAL AID GRANT FUNDS ARE TRAINED TO ADHERE TO THESE POLICIES AND PROCEDURES. THE FINANCIAL AID GRANT INFORMATION IS TRANSFERRED FROM POWERFAIDS TO THE STUDENT INFORMATION SYSTEM, ELLUCIAN COLLEAGUE, VIA A REGULARLY SCHEDULED INTERFACE. WHEN ALL INSTITUTIONAL GRANT DISBURSEMENT REQUIREMENTS ARE MET, THE FUNDS ARE DISBURSED TO THE STUDENT ACCOUNT IN COLLEAGUE. THE FUNDS ARE CREDITED AGAINST ANY BILLED CHARGES THAT HAVE BEEN PREVIOUSLY POSTED. IF THIS TRANSACTION RESULTS IN A CREDIT BALANCE, THE CREDIT MAY BE REFUNDED TO THE STUDENT IN THE FORM OF A CHECK OR DIRECT DEPOSIT TO THE STUDENT'S BANK ACCOUNT. THE STUDENT INITIATES THIS REFUND PROCESS BY SUBMITTING A COMPLETED DISBURSEMENT FORM OR CREDIT BALANCE/REFUND REQUEST FORM. STUDENT ELIGIBILITY IS MONITORED THROUGHOUT THE PERIOD OF ENROLLMENT AND ADJUSTMENTS ARE MADE, AS NECESSARY, FOR CHANGES IN ENROLLMENT STATUS ACCORDING TO THE COLLEGE'S PUBLISHED REFUND POLICIES. DURING THE FISCAL YEAR, THE COLLEGE CONDUCTED GRANT-FUNDED RESEARCH. THREE OF THE RESEARCH GRANTS INCLUDED COLLABORATION WITH INSTITUTIONS WHOSE FACULTY ARE ACCOMPLISHED IN THEIR RESPECTIVE FIELDS OF STUDY. INFREQUENTLY AT THE DISCRETION OF THE PRESIDENT OR VICE PRESIDENT FOR FINANCE AND ADMINISTRATION, THE COLLEGE MAKES DONATIONS TO SUPPORT THE TOWN OR NONPROFIT ORGANIZATIONS. IN THESE INSTANCES, THE COLLEGE GENERALLY DOES NOT MONITOR THE ULTIMATE USE OF THE FUNDS AS THESE AMOUNTS ARE UNRESTRICTED GRANTS TO MUNICIPALITIES AND ORGANIZATIONS THAT ARE RECOGNIZED AS BEING DESCRIBED IN INTERNAL REVENUE CODE SECTION 501(C)(3). IN CERTAIN INSTANCES WHEN THE COLLEGE GRANTS FUNDS FOR SPECIFIED USE BY THE TOWN, THE COLLEGE MAINTAINS A WRITTEN AGREEMENT THAT SUCH GRANT WILL BE USED FOR THE DESIGNATED PURPOSE.

PART III, LINE 2

FEDERAL CARES ACT HIGHER EDUCATION EMERGENCY RELIEF FUND EMERGENCY STUDENT AID As a result of the pandemic, the College was awarded $794,402 from the Higher Education Emergency Relief Fund (HEERF) during the fiscal year ended June 30, 2020. The funding was to provide emergency relief to students for expenses related to the disruption of campus operations due to COVID-19. The College disbursed $707,800 of the total received for students to assist students in their transition to remote learning, with the remaining $86,602 to be utilized in fiscal year 2021. The College was awarded an additional $794,401 from the HEERF to support institutional expenditures relating to the pandemic. The College utilized $707,800 in fiscal year 2020 and will utilize the balance for pandemic related costs in fiscal year 2021.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	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	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	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 Rltd OrgsCompReportPrior990RltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount
Sonya Stephens
President	$491,145	$0	$0	$90,713	$0	$29,400	$0	$57,080	$0	$668,338	$0	$0
Shannon D Gurek
VP for FIN & Admin & Treasurer	$297,824	$0	$0		$0	$29,400	$0	$18,846	$0	$346,070	$0	$0
Kassandra Jolley
VP for Adv&Acting VP for Comm	$270,304	$0	$0	$9,000	$0	$29,400	$0	$19,679	$0	$328,383	$0	$0
Jon Western
VP for Acad Aff & Dean Faculty	$241,727	$0	$0		$0	$26,171	$0	$59,415	$0	$327,313	$0	$0
Eva Paus
PROFESSOR OF ECONOMICS	$196,160	$0	$0		$0	$20,828	$0	$22,945	$0	$239,933	$0	$0
Robin Randall
VP for Enrollment Management	$195,299	$0	$0	$0	$0	$21,088	$0	$20,078	$0	$236,465	$0	$0	$0
Marcella Runell Hall
VP for Stud Life & Dean of Std	$192,865	$0	$0	$0	$0	$20,892	$0	$36,598	$0	$250,355	$0	$0	$0
Keith Michel
ASSOCIATE VP FOR DEVELOPMENT	$188,898	$0	$0	$0	$0	$20,498	$0	$21,739	$0	$231,135	$0	$0	$0
Charles Greene II
VP for Communications & Mktg	$188,145	$0	$0	$0	$0	$18,974	$0	$24,222	$0	$231,341	$0	$0	$0
Alexander Wirth-Cauchon
CIO&Exec Dir Of Lib Info&Tech	$187,186	$0	$0	$0	$0	$20,187	$0	$16,579	$0	$223,952	$0	$0	$0
Amy Martin
Professor OF English	$177,478	$0	$0	$0	$0	$19,276	$0	$21,447	$0	$218,201	$0	$0	$0
Valerie Barr
Professor of Computer Science	$176,392	$0	$0	$0	$0	$19,547	$0	$18,285	$0	$214,224	$0	$0	$0
Kijua Sanders-McMurtry
VP for Equity&Inclusion&CDO	$171,777	$0	$0	$9,875	$0	$18,559	$0	$13,489	$0	$213,700	$0	$0	$0
LENORE REILLY
Secretary of the College	$153,417	$0	$0	$0	$0	$16,319	$0	$8,225	$0	$177,961	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 1A

THE BOARD OF TRUSTEES RECOGNIZES THE UNIQUE ROLE THE PRESIDENT AND OTHER SENIOR ADMINISTRATORS PLAY IN SUPPORTING ALUMNAE AND ADVANCEMENT ACTIVITIES, CAMPUS EVENTS, AND OTHER OFFICIAL FUNCTIONS. ACCORDINGLY, AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE COLLEGE, COLLEGE OWNED OR LEASED HOUSING IS PROVIDED TO THE PRESIDENT AND THE VICE PRESIDENT FOR STUDENT LIFE AND DEAN OF STUDENTS TO FULFILL THESE DUTIES. SUCH HOUSING PROVIDED TO THE PRESIDENT IS APPROVED BY THE BOARD OF TRUSTEES AND HOUSING PROVIDED TO OTHER SENIOR ADMINISTRATORS IS APPROVED BY THE PRESIDENT. FOR THE PRESIDENT'S HOUSE, THE COLLEGE PROVIDES CUSTODIAL PERSONNEL AND APPROPRIATE EQUIPMENT AND SUPPLIES NECESSARY TO KEEP THE RESIDENCE'S APPEARANCE AND CLEANLINESS AT ACCEPTABLE STANDARDS. THE COST FOR TIME SPENT CLEANING THE PERSONAL QUARTERS OF THE PRESIDENT'S HOUSE IS INCLUDED IN THE FORM W-2 OF THE PRESIDENT.

PART I, LINE 3

For a description of the process used to determine the President's compensation, please refer to Schedule O, Part VI, Section B, line 15.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
MA Development Finance Agcy-MHC Issue Series 2016A
A	043431814	000000000	2016-03-24	$26,000,000	CONSTRUCTION	false	false	false
MA Development Finance Agcy-MHC Issue Series 2016B
B	043431814	000000000	2016-11-30	$33,755,000	To refund 2008 bond issue	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 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	$26,210,204	$0	$0	$0	$238,907	$0	$0	$25,971,297	$0	$0	2018	Yes (true)	false	Yes (true)	Yes (true)
B	$915,000	$0	$33,755,000	$0	$0	$0	$226,338	$0	$0	$0	$33,528,662	$0		false	Yes (true)	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	false	false	false	0	0.00930	0.00930	false	false	false	Yes (true)
B	false	false	false	false	0			false	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 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	false	false	Yes (true)	Yes (true)	false	false	0	false	Yes (true)
0
B	false	false	false	Yes (true)	false	false	false	0	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART II, LINE 3

03/24/2016 $26,000,000 Bond: The Series 2016A bond was issued in the stated principal amount of $26,000,000. The total of this issue (plus the investment earnings of $210,204) agrees to the amount reported on Line 3 of Part II, Column A.

PART IV, LINE 2C

MA Development Finance Agency-MHC Issue Series 2016A - Date the rebate computation was performed: 02/29/2020 MA Development Finance Agency-MHC Issue Series 2016B - Date the rebate computation was performed: 11/30/2020 Rebate calculations: For the applicable bonds listed above in the Part IV, Arbitrage, Line 2c statement, the College contracted with a third party to prepare the rebate calculations on the dates as reported above for each respective bond issue.

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)

Cash GrantCashGrantAmt	Type Of AssistanceTypeOfAssistanceTxt	Assistance PurposeAssistancePurposeTxt
$18,500	Tuition Exchange	Tuition benefit for child
$52,040	Scholarship	Grant aid for child

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	Adage Capital Management	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	Trustee's husband	RelationshipDescriptionTxt
Transaction	$1,091,625	TransactionAmt
Transaction	Investment	TransactionDesc
Sharing Of Revenues	false	SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART IV, LINE 1	FormAndLineReferenceDesc
Explanation	The College has invested in Adage Capital Partners LP since October, 2001. This investment was vetted by Cambridge Associates LLC, an independent advisory firm that performs due diligence and makes recommendations for investments. The husband of Trustee Elizabeth Cochary Gross is a partner at Adage Capital Management.	ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	3	ContributionCnt
Noncash Contributions Rpt F990	$284,500	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Opinions of experts	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	192	ContributionCnt
Noncash Contributions Rpt F990	$2,428,986	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp
Form8283 Received	4	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (true)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 32B	FormAndLineReferenceDesc
Explanation	USE OF THIRD PARTIES For gifts of tangible real or personal property that do not meet the College's mission objectives, the College engages the services of an auction house or real estate agent to sell the property and transfer the proceeds to the College.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
ORGANIZATION'S MISSION	FORM 990, PART I, LINE 1 THE MISSION OF MOUNT HOLYOKE COLLEGE IS TO PROVIDE AN INTELLECTUALLY ADVENTUROUS EDUCATION IN THE LIBERAL ARTS AND SCIENCES THROUGH ACADEMIC PROGRAMS RECOGNIZED INTERNATIONALLY FOR THEIR EXCELLENCE AND RANGE; TO DRAW STUDENTS FROM ALL BACKGROUNDS INTO AN EXCEPTIONALLY DIVERSE AND INCLUSIVE LEARNING COMMUNITY WITH HIGHLY ACCOMPLISHED, COMMITTED, AND RESPONSIVE FACULTY AND STAFF; TO CONTINUE BUILDING ON THE COLLEGE'S HISTORIC LEGACY OF LEADERSHIP IN THE EDUCATION OF WOMEN; AND TO PREPARE STUDENTS, THROUGH A LIBERAL EDUCATION INTEGRATING CURRICULUM AND CAREERS, FOR LIVES OF THOUGHTFUL, EFFECTIVE, AND PURPOSEFUL ENGAGEMENT IN THE WORLD. ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 MOUNT HOLYOKE COLLEGE IS A HIGHLY SELECTIVE, NONDENOMINATIONAL, RESIDENTIAL, LIBERAL ARTS RESEARCH COLLEGE. THE COLLEGE'S LONG, DISTINGUISHED HISTORY OF EDUCATING LEADERS ARISES FROM A POWERFUL COMBINATION OF ACADEMIC EXCELLENCE IN A GLOBAL LEARNING ENVIRONMENT. AS THE FIRST OF THE SEVEN SISTERS - THE FEMALE EQUIVALENT OF THE ONCE PREDOMINANTLY MALE IVY LEAGUE - MOUNT HOLYOKE HAS LED THE WAY IN WOMEN'S EDUCATION, PREPARING STUDENTS FOR PURPOSEFUL ENGAGEMENT IN THE WORLD.
PART VI, LINE 4	In September 2019, the bylaws were amended to reflect the following significant change: The Advancement Committee was renamed the College Relations Committee and consequently, the duties of this committee broadened significantly. This new committee oversees the College's fund raising activities, alumnae engagement, internal and external communications, and public relations strategy. As a result, the College Enrollment Committee no longer oversees the marketing, communications, and public relations activities of the College. PART VI, SECTION A, LINE 7A MEMBERS OF THE ORGANIZATION ACCORDING TO THE COLLEGE'S BY-LAWS, FIVE TRUSTEES, KNOWN AS ALUMNAE TRUSTEES, SHALL BE ELECTED BY THE ALUMNAE IN ACCORDANCE WITH THE BY-LAWS OF THE ALUMNAE ASSOCIATION. ONE ALUMNA TRUSTEE SHALL BE ELECTED EACH YEAR TO SERVE FOR A PERIOD OF FIVE YEARS. IN ADDITION, THE PRESIDENT OF THE ALUMNAE ASSOCIATION SHALL SERVE AS A SIXTH ALUMNA TRUSTEE DURING HER TERM OF OFFICE. THE ELECTION OF TRUSTEES, OTHER THAN ALUMNAE TRUSTEES, MAY BE HELD AT ANY REGULAR OR SPECIAL MEETING PROVIDED THAT WRITTEN NOTICE OF SUCH ELECTION, INCLUDING THE NAMES OF NOMINEES, HAS BEEN MADE AT LEAST THREE DAYS PRIOR TO THE MEETING. NOMINATIONS SHALL BE MADE BY THE NOMINATING AND GOVERNANCE COMMITTEE.
PART VI, SECTION B, LINE 11B	FORM 990 REVIEW ANNUAL REVIEW OF THE COLLEGE'S FORM 990 IS DELEGATED TO THE AUDIT COMMITTEE. THE NOMINATING AND GOVERNANCE COMMITTEE IS RESPONSIBLE FOR REVIEWING THE SECTIONS OF THE FORM 990 THAT PERTAIN TO COMPENSATION AND REPORTING BACK TO THE AUDIT COMMITTEE. THIS PROCESS PERMITS THE GROUP OF TRUSTEES (THE AUDIT COMMITTEE) WHO ARE MOST KNOWLEDGEABLE TO REVIEW THE DOCUMENT ON BEHALF OF THE ENTIRE BOARD. THE AUDIT COMMITTEE REPORTS ANY FINDINGS TO THE BOARD OF TRUSTEES AND THE COMPLETE COPY OF THE FORM 990 IS PROVIDED TO EACH TRUSTEE PRIOR TO FILING.
PART VI, SECTION B, LINE 12C	MONITORING AND ENFORCEMENT OF CONFLICT POLICY THE COLLEGE REQUIRES EACH MEMBER OF THE BOARD OF TRUSTEES TO ELECTRONICALLY TRANSMIT A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY VIA THE COLLEGE'S SECURED WEBSITE. IN ADDITION, NON-TRUSTEE COMMITTEE MEMBERS, OFFICERS, AND EMPLOYEES WITH KEY RESPONSIBILITIES ARE ASKED TO ELECTRONICALLY SUBMIT CONFLICT OF INTEREST DISCLOSURE FORMS ANNUALLY. THE OFFICE OF THE PRESIDENT ENSURES THAT THE COMPLETED FORMS ARE RETURNED BY ALL TRUSTEES, AND THE OFFICE OF FINANCE AND ADMINISTRATION ENSURES THAT THE COMPLETED FORMS ARE RETURNED BY ALL NON-TRUSTEE COMMITTEE MEMBERS, OFFICERS, AND EMPLOYEES WITH KEY RESPONSIBILITIES. THE OFFICE OF FINANCE AND ADMINISTRATION COLLECTS AND RECORDS THE SUBMITTED DATA FROM THE SECURED WEBSITE. THE INFORMATION ON THE SUBMITTED FORMS IS SUMMARIZED BY THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION AND TREASURER WHO PROVIDES A COPY OF THE SUMMARY TO THE AUDIT COMMITTEE ANNUALLY. THE AUDIT COMMITTEE REVIEWS THE INFORMATION DISCLOSED AND ADVISES THE PRESIDENT AND THE CHAIR OF THE BOARD AS TO POTENTIAL CONFLICTS. THE AUDIT COMMITTEE MAY, AT ITS DISCRETION, DELEGATE THIS ANNUAL REVIEW TO THE CHAIR OF THE COMMITTEE. BY SIGNING THE ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM, EACH INDIVIDUAL AGREES TO ANSWER ANY QUESTIONS THAT BOARD MEMBERS MAY HAVE ABOUT POTENTIAL CONFLICTS.
PART VI, SECTION B, LINE 15	COMPENSATION REVIEW AND APPROVAL ANNUALLY, THE HUMAN RESOURCES DEPARTMENT ASSEMBLES COMPARATIVE SALARY DATA FOR ALL SENIOR/EXECUTIVE POSITIONS AT THE COLLEGE INCLUDING: PRESIDENT AND ALL VICE PRESIDENTS AND THE SECRETARY OF THE COLLEGE. THIS PROCESS WAS LAST UNDERTAKEN IN MAY 2020 FOR EACH OF THE POSITIONS MENTIONED ABOVE. SALARY DATA FOR THESE EXECUTIVE POSITIONS IS COMPILED FROM THE ADMINISTRATORS IN HIGHER EDUCATION SALARIES SURVEY CONDUCTED ANNUALLY BY THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES (CUPA -HR) AND ASSEMBLED AND ANALYZED USING SEVERAL VIEWS (25TH AND 75TH PERCENTILES, MEDIAN, AND MEAN) FOR SALARY DATA FROM ALL PRIVATE INDEPENDENT INSTITUTIONS HAVING A SIMILAR ENDOWMENT VALUE AND FALLING WITHIN A COMPARABLE BUDGET QUARTILE AS THAT OF MOUNT HOLYOKE COLLEGE. IN ADDITION, MOUNT HOLYOKE COLLEGE PARTICIPATES IN A SURVEY ON EXECUTIVE TOTAL COMPENSATION, WHICH IS CONDUCTED ANNUALLY BY A THIRD PARTY COMPENSATION CONSULTANT (CURRENTLY CONDUCTED BY SULLIVAN, COTTER & ASSOCIATES). TWENTY-SEVEN OF THE COLLEGE'S PEER INSTITUTIONS ALSO PARTICIPATE IN THIS SURVEY. SALARY DATA FROM THIS SURVEY IS ANALYZED IN A SIMILAR FASHION TO THE CUPA-HR DATA. THIS SALARY DATA, ALONG WITH SALARIES OF CURRENT MOUNT HOLYOKE COLLEGE INCUMBENTS, IS ASSEMBLED AND SHARED WITH THE CHAIR OF THE BOARD OF TRUSTEES AND WITH THE CHAIR OF THE NOMINATING AND GOVERNANCE COMMITTEE. THE DATA IS THEN PRESENTED TO THE FULL NOMINATING AND GOVERNANCE COMMITTEE FOR DISCUSSION AND DECISION ON WHAT SALARY ADJUSTMENTS, IF ANY, WILL BE MADE. THE CHAIR OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE REVIEW OF PERFORMANCE OF THE PRESIDENT. THE PRESIDENT IS RESPONSIBLE FOR OVERSIGHT OF PERFORMANCE MANAGEMENT FOR THE VICE PRESIDENTS. WITH REGARD TO THE PRESIDENT'S COMPENSATION, IN ADDITION TO COMPARATIVE PEER SALARY DATA, THE HUMAN RESOURCES DEPARTMENT ALSO ASSEMBLES A SUMMARY REPORT OF PRESIDENTIAL "TOTAL" SALARY. THIS REPORT IS ALSO REVIEWED BY AND DISCUSSED WITH THE NOMINATING AND GOVERNANCE COMMITTEE AND IS DISCUSSED WITH THE ENTIRE BOARD IN THEIR EXECUTIVE SESSION. THE PROCESS FOR DETERMINING THE COMPENSATION OF THE COLLEGE'S OFFICERS MEETS THE THREE REQUIREMENTS OF THE REBUTTABLE PRESUMPTION STANDARD. THE COMPENSATION ARRANGEMENTS ARE APPROVED IN ADVANCE BY THE ORGANIZATION'S NOMINATING AND GOVERNANCE COMMITTEE. THE COMMITTEE IS APPOINTED BY THE BOARD OF TRUSTEES FOR THE PURPOSE OF ASSISTING THE BOARD IN FULFILLING ITS RESPONSIBILITY TO THE COLLEGE AND THE COMMUNITY TO ENSURE THE COMPENSATION IS IN ACCORDANCE WITH THE COLLEGE'S POLICIES. AS MENTIONED, PRIOR TO MAKING ANY COMPENSATION DECISIONS, THE NOMINATING AND GOVERNANCE COMMITTEE OBTAINS AND RELIES UPON APPROPRIATE DATA AS TO COMPARABILITY. THE COMMITTEE UTILIZES COMPENSATION SURVEYS THAT INCLUDE COMPARABLE INSTITUTIONS TO SET COMPENSATION LEVELS. FINALLY, THE NOMINATING AND GOVERNANCE COMMITTEE ADEQUATELY AND TIMELY DOCUMENTS THE BASIS FOR SETTING COMPENSATION CONCURRENTLY WITH THE MAKING OF THE DETERMINATION.
PART VI, SECTION C, LINE 19	AVAILABILITY OF DOCUMENTS THE COLLEGE MAKES ITS BY-LAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA THE MOUNT HOLYOKE COLLEGE WEBSITE. IN ADDITION, THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE WEBSITE OF THE MASSACHUSETTS ATTORNEY GENERAL.
PART XI, LINE 9	WILLITS HALLOWELL CENTER SUPPORT (491,495) CHANGE IN VALUE OF INTEREST RATE SWAPS (1,545,253) CHANGE IN FAS 158 PENSION LIABILITY (2,745,722) PENSION SETTLEMENT COST (606,944) CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 455,076 -------------- TOTAL (4,934,338)

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
Willits Hallowell Center Inc
c/o MHC 50 College St	South Hadley	MA	01075	042565823	MHC Meetings	MA	501(c)(3)	12B,TYPE II	MHC	Yes (true)
Alumnae Assoc of Mount Holyoke College
c/o MHC 50 College St	South Hadley	MA	01075	042105894	Alumnae Netwk	MA	501(c)(3)	12A, TYPE I	NA	false
Associated Kyoto Program Inc
c/o Oberlin College 70 N Professo	Oberlin	OH	44074	042996114	Educ. Exchge	MA	501(c)(3)	12C,TYPEIII	NA	false
Center Redevelopment Corporation
17 College Street	South Hadley	MA	01075	042939950	Real Estate	MA	501(c)(3)	12A, TYPE I	MHC	Yes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd
The Center Business Corporation
17 College Street	South Hadley	MA	01075	042983326	Small businessinv	MA	MHC	C Corp	-$565	$7,982	1.00000	Yes (true)
Charitable Remainder Unitrusts (19)
c/o Mount Holyoke College 50 Colle	South Hadley	MA	01075		Charitable Trust	MA	MHC	Trust				Yes (true)
Charitable Remainder Unitrust Make Up(1)
c/o Mount Holyoke College 50 Colle	South Hadley	MA	01075		Charitable Trust	MA	MHC	Trust				Yes (true)
Perpetual Trust (1)
c/o Mount Holyoke College 50 Colle	South Hadley	MA	01075		Charitable Trust	MA	MHC	Trust				Yes (true)
Pooled Income Funds (2)
c/o Mount Holyoke College 50 Colle	South Hadley	MA	01075		Charitable Trust	MA	MHC	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	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (6 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Willits Hallowell Center
l	$132,344	Overhead Alloc.
Willits Hallowell Center
m	$298,326	Internal Sales
Willits Hallowell Center
n	$350,000	Est'd FMV- Bldg
Willits Hallowell Center
r	$491,495	Willits Subsidy
Pooled Income Funds (2)
s	$259,021	Mandatory Trans
Charitable Remainder Unitrusts (19)
s	$263,902	Mandatory Trans