TRUSTEES OF DARTMOUTH COLLEGE: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
TRUSTEES OF DARTMOUTH COLLEGE (EIN 02-0222111)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-12
IRS object ID
202111329349300341
Schema version
2019v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-12T08:30:32-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN020222111EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Trustees of Dartmouth CollegeBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRUSBusinessNameControlTxt
Phone6036463011PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 Lebanon Street Suite 302 6015AddressLine1Txt
CityHanoverCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03755ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDianne IngallsPersonNm
Person TitleAssistant VP, ControllerPersonTitleTxt
Signature2021-05-12SignatureDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Philip HanlonBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 Lebanon Street Suite 302 6015AddressLine1Txt
CityHanoverCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03755ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,255,534,108GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Group Exemption8204GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website Addresshttps://home.dartmouth.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1769FormationYr
Legal Domicile StateNHLegalDomicileStateCd
Activity Or MissionDartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge.ActivityOrMissionDesc
Voting Members Governing Body26VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee10785TotalEmployeeCnt
Total Volunteers13800TotalVolunteersCnt
Total Gross UBI$18,507,596TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$12,959NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$402,986,869PYContributionsGrantsAmt
CY Contributions Grants$552,826,074CYContributionsGrantsAmt
PY Program Service Revenue$547,727,585PYProgramServiceRevenueAmt
CY Program Service Revenue$529,329,633CYProgramServiceRevenueAmt
PY Investment Income$471,393,114PYInvestmentIncomeAmt
CY Investment Income$469,806,590CYInvestmentIncomeAmt
PY Other Revenue$22,099,786PYOtherRevenueAmt
CY Other Revenue$29,389,112CYOtherRevenueAmt
PY Total Revenue$1,444,207,354PYTotalRevenueAmt
CY Total Revenue$1,581,351,409CYTotalRevenueAmt
PY Grants And Similar Paid$183,020,241PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$192,557,837CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$519,981,997PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$530,470,589CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$167,041PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$167,041CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$51,135,621CYTotalFundraisingExpenseAmt
PY Other Expenses$425,125,511PYOtherExpensesAmt
CY Other Expenses$367,651,690CYOtherExpensesAmt
PY Total Expenses$1,128,294,790PYTotalExpensesAmt
CY Total Expenses$1,090,847,157CYTotalExpensesAmt
PY Revenues Less Expenses$315,912,564PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$490,504,252CYRevenuesLessExpensesAmt
Total Assets BOY$8,630,388,531TotalAssetsBOYAmt
Total Assets EOY$9,100,996,158TotalAssetsEOYAmt
Total Liabilities BOY$1,873,207,279TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,932,444,502TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,757,181,252NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,168,551,656NetAssetsOrFundBalancesEOYAmt
MissionDartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$606,503,726ExpenseAmt
Grant$178,427,159GrantAmt
Revenue$437,176,787RevenueAmt
DescEducation and Academic Support: A Dartmouth education is unlike any other. Through person-to-person teaching and opportunities to create and apply knowledge on campus and across the globe, Dartmouth instills a love of learning among its students and empowers them for a lifetime of leadership. Academics at Dartmouth are innovative, interdisciplinary, international, and individualized for each student. Each student's experience is distinguished by breadth, depth, and personal connections with top faculty. The institution comprises the Faculty of the Arts & Sciences, the Guarini School of Graduate and Advanced Studies, and three professional schools: the Thayer School of Engineering, the Tuck School of Business, and the Geisel School of Medicine. Dartmouth's approximately 930-person faculty teaches and guides approximately 6,600 undergraduate and graduate students. Dartmouth's library system directly supports the research and teaching mission of Dartmouth College, as well as the life-long learning needs of the Dartmouth community, by providing access to multiple types of resources, including approximately 2.1 million printed volumes, 28,000 microform volumes, 145,000 other physical formats, 367,000 network resources and 1.7 million electronic books. State-of-the-art computing resources are available to faculty and students to foster innovation and excellence in research and in the curriculum. The outbreak of the COVID-19 pandemic has caused domestic and global disruptions in operations for institutions of higher education in the fourth quarter of the fiscal year ended June 30, 2020, and throughout fiscal 2021. Dartmouth's overall mission as described in this Form 990 has not changed due to the pandemic. However, in fiscal year 2020, changes in the mode of Dartmouth's operations included a transition to remote teaching and learning for faculty and students, a substantial reduction in student residential housing, dining, and support programs, a pause in certain sponsored research projects, and a transition to remote working for most of the Dartmouth workforce. Thus, Dartmouth continued to fulfill its educational mission within the constraints imposed by the pandemic.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$180,236,394ExpenseAmt
Grant$5,515,372GrantAmt
Revenue$79,110,580RevenueAmt
DescCampus Life: Our close-knit community is a distinctive and enduring feature of the Dartmouth experience. For students, the process of joining and adapting to a new community can be as educationally significant as their academic work. For this reason, Dartmouth invests resources in creating a community that is both stimulating and nurturing. Prior to the impact of the global pandemic, approximately 85% of Dartmouth undergraduates lived on campus and Dartmouth's diverse dining facilities were an important part of campus life. Athletics at Dartmouth compliment the overall academic and intellectual growth of Dartmouth students, with more than 75% of undergraduates participating in at least one of the 35 varsity teams, 33 club sports teams and several intramural leagues. In addition, facilities such as the Hanover Country Club, Dartmouth Skiway, and Morton Farm provide an opportunity for recreation and learning beyond the classroom. There are also approximately 365 graduate and undergraduate student groups which allow students to explore interests in diverse areas, including the arts, academics, activism, culture, politics, sustainability and others.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$164,571,979ExpenseAmt
Grant$8,615,306GrantAmt
Revenue$8,519,127RevenueAmt
DescResearch & Research Support: At Dartmouth, teaching and research are inextricably linked. Dartmouth offers undergraduate students a rigorous curriculum at the forefront of higher education and Dartmouth faculty pursue research at the highest levels of their disciplines. Students conduct independent study through one-on-one supervision with a faculty member or work as a member of a research group in state-of-the-art facilities. Dartmouth is home to world-class scholars in the Faculty of Arts & Sciences, the Guarini School of Graduate and Advanced Studies, the Thayer School of Engineering, the Tuck School of Business, and the Geisel School of Medicine-which has strong ties to the Dartmouth-Hitchcock Clinic and the Mary Hitchcock Memorial Hospital. In addition, Dartmouth has more than 50 research-focused centers, institutes, and groups in areas ranging from medicine and the arts to engineering and business. Many of these are interdisciplinary and join faculty and students from across the institution to work on complex issues. During fiscal 2020, faculty and others engaged in sponsored activity received approximately $206 million in awards from external funding agencies.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$951,312,099TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document2976IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee10785EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryITForeignCountryCd
Foreign CountrySPForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryFRForeignCountryCd
Foreign CountryGMForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Form8282 Filed1Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncYes (true)SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members26GoverningBodyVotingMembersCnt
Independent Voting Member25IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Controller's OfficeBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6036463011PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 Lebanon Street Suite 302AddressLine1Txt
CityHanoverCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03755ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Philip Hanlon
President40.00.0Yes (X)Yes (X)$1,300,825$0$237,234
Benjamin Wilson
Trustee3.00.0Yes (X)$0$0$0
Carlos Rodriguez-Pastor
Trustee3.00.0Yes (X)$0$0$0
Christopher Lord
Trustee3.00.0Yes (X)$0$0$0
Christopher Sununu
Trustee1.00.0Yes (X)$0$0$0
Constance Womack Britton
Trustee3.00.0Yes (X)$0$0$0
Daniel Black
Trustee3.00.0Yes (X)$0$0$0
David Hodgson
Trustee3.00.0Yes (X)$0$0$0
Eileen Chamberlain Donahoe
Trustee3.00.0Yes (X)$0$0$0
Elizabeth Cahill Lempres
Trustee3.00.0Yes (X)$0$0$0
Elizabeth Cogan Fascitelli
Trustee3.00.0Yes (X)$0$0$0
Elizabeth Mahoney Loughlin
Trustee3.00.0Yes (X)$0$0$0
Emily Bakemeier
Trustee3.00.0Yes (X)$0$0$0
Erica Ruliffson Schultz
Trustee3.00.0Yes (X)$0$0$0
Gregory Maffei
Trustee3.00.0Yes (X)$0$0$0
Hilary C Tompkins
Trustee3.00.0Yes (X)$0$0$0
James Frank
Trustee3.00.0Yes (X)$0$0$0
James Jackson
Trustee3.00.0Yes (X)$0$0$0
Jeffrey Blackburn
Trustee3.00.0Yes (X)$0$0$0
Jeffrey Crowe
Trustee3.00.0Yes (X)$0$0$0
Laurel Richie
Trustee5.00.0Yes (X)$0$0$0
Mitchell Kurz
Trustee3.00.0Yes (X)$0$0$0
Nathaniel Fick
Trustee3.00.0Yes (X)$0$0$0
Richard Kimball
Trustee3.00.0Yes (X)$0$0$0
Richard Lewis
Trustee3.00.0Yes (X)$0$0$0
S Caroline Kerr
Trustee3.00.0Yes (X)$0$0$0
Joseph Helble
Provost40.00.0Yes (X)$712,682$0$39,622
Michael Wagner
VP & CFO39.60.4Yes (X)$456,285$0$38,011
Richard Mills
EVP39.90.1Yes (X)$710,739$0$37,642
Alice Ruth
Chief Executive Officer - Investment Office40.00.0$2,334,254$0$39,605Yes (X)
Duane Compton
Dean, Geisel School of Medicine40.00.0$720,690$0$38,428Yes (X)
Elizabeth Smith
Dean of Faculty40.00.0$485,102$0$29,899Yes (X)
Frank Roberts
Associate VP, FOM39.90.1$209,077$0$28,626Yes (X)
Joshua Keniston
VP Campus Services & Institutional Projects (from 12/1/2019)39.80.2$275,023$0$16,632Yes (X)
Matthew Slaughter
Dean, Tuck School of Business40.00.0$849,002$0$38,127Yes (X)
Robert Lasher
Sr. Vice President for Advancement40.00.0$804,376$0$30,473Yes (X)
Sandhya Iyer
General Counsel40.00.0$555,290$0$42,911Yes (X)
Steven Moore
VP Campus Services (through 11/30/2019)39.80.2$368,510$0$30,993Yes (X)
Alan Green
Chair and Professor of Psychology40.00.0$714,134$0$33,930Yes (X)
Jessica Jones
Managing Director, Investment Office40.00.0$837,041$0$35,049Yes (X)
Kelsey Morgan
Chief Investment Officer39.80.2$1,220,990$0$38,187Yes (X)
Michael Sullivan
Managing Director, Investment Office40.00.0$989,540$0$42,305Yes (X)
Steven Leach
Director, Norris Cotton Cancer Center40.00.0$845,530$0$37,365Yes (X)
Carolyn Dever
Former Provost40.00.0$598,564$0$30,614Yes (X)
David Kotz
Former Interim Provost40.00.0$455,574$0$40,675Yes (X)
Michael Mastanduno
Former Dean of Faculty40.00.0$382,645$0$39,011Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$15,825,873TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$945,339TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1093IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
Turner Construction Company
375 Hudson StreetNew YorkNY10014Construction and contracting services$24,615,487
Engleberth Construction Inc
150 Water Tower CircleColchesterVT05446Construction and contracting services$17,582,378Suite 101
Windover Construction Inc
66 Cherry Hill DriveBeverlyMA01915Construction and contracting services$16,381,470
PC Construction Company
193 Tilley DriveSouth BurlingtonVT05403Construction and contracting services$6,862,721
Estes & Gallup Inc
13 Orford RdLymeNH03768Construction and contracting services$4,856,870
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K163CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$2,450FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$118,895,011GovernmentGrantsAmt
All Other Contributions$433,928,613AllOtherContributionsAmt
Noncash Contributions$225,413,084NoncashContributionsAmt
Total Contributions$552,826,074TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Tuition & Fees611600$419,793,665$419,793,665$0$0
Auxiliary Service611710$59,947,374$55,723,765$4,223,609$0
Medical Related611600$17,548,374$17,548,374$0$0
Other Education Related611600$13,886,921$13,886,921$0$0
All Other611600$18,153,299$17,853,769$299,530$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$529,329,633TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$67,614,813TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$8,630,437UnrelatedBusinessRevenueAmt
Exclusion$58,984,376ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,952,187TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,952,187ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$16,268,002RealAmt
Personal$0PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$10,027,210RealAmt
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$6,240,792RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,240,792TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$126,510UnrelatedBusinessRevenueAmt
Exclusion$6,114,282ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,065,264,429SecuritiesAmt
Other$1,066,851OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,662,365,503SecuritiesAmt
Other$1,774,000OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$402,898,926SecuritiesAmt
Other-$707,149OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$402,191,777TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$5,227,510UnrelatedBusinessRevenueAmt
Exclusion$396,964,267ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$28,868FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$2,450ContriRptFundraisingEventAmt
Fundraising Direct Expenses$15,986FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,882TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$12,882ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Split Interest & Other Changes525920$20,059,955$0$0$20,059,955
Other Revenue900099$123,296$0$0$123,296
$0$0$0$0

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$20,183,251OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,581,351,409TotalRevenueColumnAmt
Related Or Exempt Func Income$524,806,494RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$18,507,596UnrelatedBusinessRevenueAmt
Exclusion$485,211,245ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,101,454TotalAmt
Program Services$3,101,454ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$185,925,419TotalAmt
Program Services$185,925,419ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$3,530,964TotalAmt
Program Services$3,530,964ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$10,316,941TotalAmt
Program Services$2,249,841ProgramServicesAmt
Management And General$7,214,181ManagementAndGeneralAmt
Fundraising$852,919FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$1,470,715TotalAmt
Program Services$1,470,715ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$457,198,430TotalAmt
Program Services$378,561,588ProgramServicesAmt
Management And General$48,435,853ManagementAndGeneralAmt
Fundraising$30,200,989FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$28,381,300TotalAmt
Program Services$23,080,217ProgramServicesAmt
Management And General$3,540,791ManagementAndGeneralAmt
Fundraising$1,760,292FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$7,117,388TotalAmt
Program Services$5,752,330ProgramServicesAmt
Management And General$923,276ManagementAndGeneralAmt
Fundraising$441,782FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$25,985,815TotalAmt
Program Services$20,994,498ProgramServicesAmt
Management And General$3,377,665ManagementAndGeneralAmt
Fundraising$1,613,652FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$309,133TotalAmt
Program Services$309,133ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,610,734TotalAmt
Program Services$1,571,496ProgramServicesAmt
Management And General$2,038,596ManagementAndGeneralAmt
Fundraising$642FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$926,320TotalAmt
Program Services$15,810ProgramServicesAmt
Management And General$910,493ManagementAndGeneralAmt
Fundraising$17FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$40,860TotalAmt
Program Services$0ProgramServicesAmt
Management And General$40,860ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$167,041TotalAmt
Fundraising$167,041FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,578,118TotalAmt
Program Services$0ProgramServicesAmt
Management And General$2,578,118ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$90,206,035TotalAmt
Program Services$82,232,303ProgramServicesAmt
Management And General-$44,476ManagementAndGeneralAmt
Fundraising$8,018,208FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,688,151TotalAmt
Program Services$1,409,626ProgramServicesAmt
Management And General$30,564ManagementAndGeneralAmt
Fundraising$247,961FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$17,059,211TotalAmt
Program Services$14,116,167ProgramServicesAmt
Management And General$1,015,157ManagementAndGeneralAmt
Fundraising$1,927,887FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$17,300,885TotalAmt
Program Services$7,125,324ProgramServicesAmt
Management And General$9,039,098ManagementAndGeneralAmt
Fundraising$1,136,463FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$766,048TotalAmt
Program Services$765,404ProgramServicesAmt
Management And General$604ManagementAndGeneralAmt
Fundraising$40FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$40,838,879TotalAmt
Program Services$38,240,335ProgramServicesAmt
Management And General$2,005,883ManagementAndGeneralAmt
Fundraising$592,661FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$22,647,437TotalAmt
Program Services$19,773,003ProgramServicesAmt
Management And General$596,959ManagementAndGeneralAmt
Fundraising$2,277,475FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,298,573TotalAmt
Program Services$1,167,574ProgramServicesAmt
Management And General$64,624ManagementAndGeneralAmt
Fundraising$66,375FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$37,348,944TotalAmt
Program Services$35,361,913ProgramServicesAmt
Management And General$1,928,725ManagementAndGeneralAmt
Fundraising$58,306FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$64,969,224TotalAmt
Program Services$62,233,756ProgramServicesAmt
Management And General$2,527,197ManagementAndGeneralAmt
Fundraising$208,271FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,300,988TotalAmt
Program Services$445,140ProgramServicesAmt
Management And General$824,899ManagementAndGeneralAmt
Fundraising$30,949FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Purchase for Resale$14,487,853$14,426,054$61,348$451
Books & Media$13,834,691$13,672,017$89,290$73,384
UBI Tax Expense$209,399-$88,126$302,567-$5,042
Other Expenses$36,230,207$33,868,144$897,165$1,464,898

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,090,847,157TotalAmt
Program Services$951,312,099ProgramServicesAmt
Management And General$88,399,437ManagementAndGeneralAmt
Fundraising$51,135,621FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,444,041BOYAmt
EOY$10,113,200EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$288,479,831BOYAmt
EOY$313,045,724EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$431,519,372BOYAmt
EOY$389,120,423EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$44,815,764BOYAmt
EOY$48,791,350EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$73,799,072BOYAmt
EOY$70,457,810EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,920,757BOYAmt
EOY$2,062,045EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$16,945,867BOYAmt
EOY$18,789,303EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,139,496,281LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,078,323,027LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$993,530,736BOYAmt
EOY$1,061,173,254EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,169,386,423BOYAmt
EOY$1,069,102,088EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$5,593,362,235BOYAmt
EOY$6,105,708,367EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$1,242,047BOYAmt
EOY$1,230,634EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$9,942,386BOYAmt
EOY$11,401,960EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,630,388,531BOYAmt
EOY$9,100,996,158EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$115,435,483BOYAmt
EOY$115,933,939EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$47,188,676BOYAmt
EOY$38,923,441EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$505,324,999BOYAmt
EOY$496,524,999EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$49,790,326BOYAmt
EOY$47,705,226EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$22,997,005BOYAmt
EOY$21,181,872EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$500,000,000BOYAmt
EOY$545,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$632,470,790BOYAmt
EOY$667,175,025EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,873,207,279BOYAmt
EOY$1,932,444,502EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,514,996,313BOYAmt
EOY$1,500,128,527EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,242,184,939BOYAmt
EOY$5,668,423,129EOYAmt

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,757,181,252BOYAmt
EOY$7,168,551,656EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,630,388,531BOYAmt
EOY$9,100,996,158EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$490,504,252ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,181,855NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets-$82,315,703OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$389,222,461CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$351,100,124CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$404,610,910CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$402,986,869CurrentTaxYearMinus1YearAmt
Current Tax Year$552,826,074CurrentTaxYearAmt
Total$2,100,746,438TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$389,222,461CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$351,100,124CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$404,610,910CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$402,986,869CurrentTaxYearMinus1YearAmt
Current Tax Year$552,826,074CurrentTaxYearAmt
Total$2,100,746,438TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$119,848,495SubstantialContributorsTotAmt
Public Support Total170$1,980,897,943PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$79,292,998CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$63,393,195CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$67,473,272CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$79,724,667CurrentTaxYearMinus1YearAmt
Current Tax Year$77,779,802CurrentTaxYearAmt
Total$367,663,934TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,170,021CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,089,266CurrentTaxYearMinus1YearAmt
Current Tax Year$112,959CurrentTaxYearAmt
Total$25,372,246TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,652,192CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,819,168CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,695,837CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,979,300CurrentTaxYearMinus1YearAmt
Current Tax Year$20,196,133CurrentTaxYearAmt
Total$89,342,630TotalAmt
FieldValueIRS element (for citing)
Total Support$2,583,125,248TotalSupportAmt
Gross Receipts Rltd Activities$2,590,850,723GrossReceiptsRltdActivitiesAmt
Public Support CY1700.7669PublicSupportCY170Pct
Public Support PY1700.7982PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule A, Part II, Line 10 Other IncomeOther income consists of income from split interest distributions, fundraising events and other miscellaneous income.
Schedule A, Part II, Line 10 Other IncomeDESCRIPTION - OTHER INCOME, COLUMN A - 7652192.0, COLUMN B - 22819168.0, COLUMN C - 24695837.0, COLUMN D - 13979300.0, COLUMN E - 20196133.0, COLUMN F - 89342630.0;

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersYes (true)MailingsMembersInd
Mailings Members$0MailingsMembersAmt
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsYes (true)GrantsOtherOrganizationsInd
Grants Other Organizations$33,685GrantsOtherOrganizationsAmt
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$7,175DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$40,860TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationMeetings were held with US congressional staff, and a letter was sent to delegation members regarding US immigration policy and practice changes. A local law firm is retained to monitor State legislative activity affecting Dartmouth College and a portion of dues paid to various organizations are allocated to lobbying by those organizations.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held53DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held0FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$15,504,606DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$0FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$24,538,664DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$0FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$48,863,365DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$0FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,731,322,087BeginningYearBalanceAmt
Contributions$107,796,093ContributionsAmt
Investment Earnings Or Losses$409,069,726InvestmentEarningsOrLossesAmt
Grants Or Scholarships$59,929,335GrantsOrScholarshipsAmt
Other Expenditures$213,078,743OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$5,975,179,828EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,494,203,052BeginningYearBalanceAmt
Contributions$102,953,449ContributionsAmt
Investment Earnings Or Losses$386,849,471InvestmentEarningsOrLossesAmt
Grants Or Scholarships$55,221,722GrantsOrScholarshipsAmt
Other Expenditures$197,462,163OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$5,731,322,087EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,956,494,167BeginningYearBalanceAmt
Contributions$183,367,884ContributionsAmt
Investment Earnings Or Losses$590,875,248InvestmentEarningsOrLossesAmt
Grants Or Scholarships$51,914,253GrantsOrScholarshipsAmt
Other Expenditures$184,619,994OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$5,494,203,052EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,474,403,649BeginningYearBalanceAmt
Contributions$77,116,273ContributionsAmt
Investment Earnings Or Losses$630,383,527InvestmentEarningsOrLossesAmt
Grants Or Scholarships$49,921,282GrantsOrScholarshipsAmt
Other Expenditures$175,488,000OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$4,956,494,167EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,663,491,080BeginningYearBalanceAmt
Contributions$119,094,796ContributionsAmt
Investment Earnings Or Losses-$99,549,524InvestmentEarningsOrLossesAmt
Grants Or Scholarships$46,798,620GrantsOrScholarshipsAmt
Other Expenditures$161,834,083OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$4,474,403,649EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.2268BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.2705PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.5027TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$20,952,445OtherCostOrOtherBasisAmt
Book Value$20,952,445BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$1,459,234,449OtherCostOrOtherBasisAmt
Depreciation$666,510,589DepreciationAmt
Book Value$792,723,860BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$388,955,116OtherCostOrOtherBasisAmt
Depreciation$313,665,258DepreciationAmt
Book Value$75,289,858BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$270,354,271OtherCostOrOtherBasisAmt
Depreciation$98,147,180DepreciationAmt
Book Value$172,207,091BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,061,173,254TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Private Equity/Venture Capital Limited Partnership$1,960,734,092F
Real Estate & Real Asset Limited Partnerships$742,359,926F
Other Investments$471,257F
Fixed Income Securities and Commingled Funds$86,554,627F
Global Equity Commingled Funds$1,920,531,488F
Hedge Funds$1,395,056,977F
Derivatives$0
FieldValueIRS element (for citing)
Total Book Value Securities$6,105,708,367TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
Mark to Market Liability on Interest Rate Swap Agreements$275,052,174
Employee Benefit Liabilities$306,275,223
Conditional Asset Retirement Obligation$22,982,049
Government Advance, Student Loans$12,816,697
Other$50,048,882
FieldValueIRS element (for citing)
Total Liability$667,175,025TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part X, Line 2 ASC740 FootnoteDartmouth believes it has taken no significant uncertain tax positions.
Schedule D, Part III, Line 1a Collections of art - financial statement footnoteDartmouth's collections include works of art, literary works, historical treasures, and artifacts that are maintained in its museum and libraries. These collections are protected and preserved for public exhibition, education, research, and the furtherance of public service. Each of the items is cataloged, preserved, and cared for, and activities verifying their existence and assessing their condition are performed continuously. The collections are subject to a policy that requires proceeds from their sale to be used to acquire other items for collections. The collections, which were acquired through purchases and contributions since Dartmouth's inception, are not recognized as assets in the Consolidated Statement of Financial Position. Purchases of collection items are recorded in the Consolidated Statement of Activities as non-operating decreases in net assets without donor restrictions in the year in which the items are acquired or in net assets with donor restrictions if the assets used to purchase the items are restricted by donors. Contributed collection items are not recorded in the consolidated financial statements.
Schedule D, Part III, Line 4 Collections of art - description of collectionsCollections at Dartmouth College exist in two primary areas: the Hood Museum of Art (the Hood) and the Dartmouth College library system. The Hood Museum of Art at Dartmouth College is one of the oldest and largest college museums in the country. The collections of the Hood, which number some 65,000 objects, are rich, diverse, and available for the use by both Dartmouth and the broader community. Access to works of art is provided through permanent collection displays, the online collections database, special exhibitions, the website, scholarly publications, and programs and events. These exhibits and programs are an exciting learning resource for students and the academic community. The Hood offers a vital curricular resource, a source for lectures, gallery talks, symposia, and receptions for the public, and an on-line database of thousands of works. The Dartmouth College Library is committed to partnering with faculty and students to enhance and showcase Dartmouth scholarly output and entrepreneurial endeavors. The Library provides immersive and transformative learning experiences, prepares students for a lifetime of learning and responsible leadership, and proactively supports undergraduate, graduate, and professional student academic success through innovative educational programs. The Library offers creative workspaces for individual and collaborative scholarly enquiry and aims to promote well-being as well as stimulate innovative thinking. The Rauner Special Collections Library houses Dartmouth's Archives, the Rare Books Collections, and the Manuscripts Collection. Dartmouth's Archives documents the history of the College through the historical records of the institution including the three professional schools, as well as the history of the surrounding area through selected collections related to local businesses and organizations. Totaling more than 100,000 volumes, Dartmouth's rare book collections constitute a resource of major importance to the institution and the scholarly world at large. The manuscript collections contain over six and a half million unique and original items. Dartmouth students, faculty, staff and outside researchers are all welcome to make use of Rauner Library's extensive holdings of rare books, manuscripts, and archival documents for their research.
Schedule D, Part IV, Line 2b Explanation of escrow agreementCertain donors have established irrevocable split-interest agreements with Dartmouth, primarily charitable gift annuities, pooled life income funds, and irrevocable charitable remainder trusts, whereby the donated assets are invested and a liability is recognized for distributions to be made in accordance with the agreements. For all residential rental properties and some commercial rental properties, Dartmouth collects a security deposit which it holds in escrow to be used, if necessary, to pay for damages identified when the property is vacated.
Schedule D, Part V, Line 4 Intended uses of endowment fundsDartmouth's endowment plays a critical role in supporting the current and future work of Dartmouth. Its investment and spending policies are designed to balance the needs of current Dartmouth students with the needs of future generations of Dartmouth students. Earning long-term returns that maintain the inflation-adjusted purchasing power of the endowment underpins this concept of intergenerational equity. The endowment is composed of both restricted funds, for which donors designate a specific purpose for their gifts, and unrestricted funds. There are over 6,000 separate funds that make up Dartmouth's endowment. Dartmouth's endowment spending policy seeks to balance the competing objectives of supporting the current generation of students and faculty with the need to preserve the endowment's purchasing power for future generations. Distributions from the endowment, which are approved annually by the Board of Trustees, are intended to support Dartmouth's mission by contributing funding to support financial aid and a variety of needs in academic, research and student life activities.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYDartmouth's racially nondiscriminatory policy is widely publicized through a variety of print and electronic media. The notification language set forth in Section 403 of Rev. Proc. 75-50 is included in Dartmouth's brochures and other publications which are available to the general public.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTDartmouth College received federal and state funding in support of its instructional and research programs.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (41 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Antarctica00Program ServicesEducation and educational consulting$3,415
Central America and the Caribbean00Investments$1,876,021,779
Central America and the Caribbean00Program ServicesResearch$123,174
Central America and the Caribbean00Program ServicesEducation and educational consulting$119,572
Central America and the Caribbean00Program ServicesStudy abroad programs$184,899
East Asia and the Pacific00Investments$84,144
East Asia and the Pacific00Fundraising$275,367
East Asia and the Pacific00Program ServicesResearch$839,622
East Asia and the Pacific00Program ServicesEducation and Educational Consulting$1,043,493
East Asia and the Pacific00Program ServicesStudy Abroad Programs$465,663
Europe (Including Iceland and Greenland)00Investments$58,267,522
Europe (Including Iceland and Greenland)01Fundraising$1,362,975
Europe (Including Iceland and Greenland)00Program ServicesResearch$3,058,856
Europe (Including Iceland and Greenland)00Program ServicesEducation and educational consulting$2,571,233
Europe (Including Iceland and Greenland)09Program ServicesStudy abroad programs$3,552,357
Europe (Including Iceland and Greenland)00Program Servicesvolunteer services$3,933
Middle East and North Africa00Program ServicesResearch$262,277
Middle East and North Africa00Program ServicesEducation and educational consulting$355,230
Middle East and North Africa00Program ServicesStudy abroad programs$160,097
Middle East and North Africa00Fundraising$5,239
North America (Canada & Mexico only)00Fundraising$158,412
North America (Canada & Mexico only)00Program ServicesResearch$999,062
North America (Canada & Mexico only)00Program ServicesEducation and educational consulting$878,120
North America (Canada & Mexico only)00Program ServicesStudy abroad programs$1,675
North America (Canada & Mexico only)00Program ServicesVolunteer services$15,440
Russia and Neighboring States00Program ServicesResearch$143,409
Russia and Neighboring States00Program ServicesStudy abroad programs$82,675
Russia and Neighboring States00Program ServicesEducation and educational consulting$86,282
South America00Fundraising$69,680
South America00Program ServicesResearch$248,544
South America00Program ServicesEducation and educational consulting$352,038
South America00Program ServicesStudy abroad programs$389,441
South Asia00Fundraising$23,716
South Asia00Program ServicesResearch$107,433
South Asia00Program ServicesEducation and educational consulting$332,463
South Asia00Program ServicesStudy abroad programs$139,974
Sub-Saharan Africa00Investments$49,302,329
Sub-Saharan Africa00Fundraising$5,600
Sub-Saharan Africa00Program ServicesResearch$441,056
Sub-Saharan Africa00Program ServicesEducation and educational consulting$536,315
Sub-Saharan Africa00Program ServicesStudy abroad programs$351,108
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees10SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee10TotalEmployeeCnt
Subtotal Spent$1,947,978,004SubtotalSpentAmt
Continuation Spent$55,447,615ContinuationSpentAmt
Total Spent$2,003,425,619TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionEast Asia and the PacificRegionTxt
Purpose Of GrantEducationPurposeOfGrantTxt
Cash Grant$6,300CashGrantAmt
Manner Of Cash DisbursementWire TransferMannerOfCashDisbursementTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
Scholarships/Tuition RemissionCentral America and the Caribbean5$0N/A$82,510Student scholarshipsFMV
Scholarships/Tuition RemissionEast Asia and the Pacific31$0N/A$501,727Student scholarshipsFMV
Scholarships/Tuition RemissionEurope (Including Iceland and Greenland)133$0N/A$2,225,339Student scholarshipsfmv
Scholarships/Tuition RemissionMiddle East and North Africa7$0n/a$120,015Student scholarshipsfmv
Scholarships/Tuition RemissionSouth America13$0n/a$225,028Student scholarshipsfmv
Scholarships/Tuition remissionSouth Asia12$0N/A$197,523Student scholarshipsfmv
scholarship/tuition remissionSub-Saharan Africa10$0n/a$172,522Student scholarshipsfmv
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsGrants distributed by Dartmouth consist primarily of scholarships, fellowships and related support given to Dartmouth students. Scholarships are awarded based on the financial need of the student. Scholarship applications are reviewed by a financial aid officer. Financial aid officers are expected to recuse themselves from any case in which they either have a personal interest or feel they cannot be impartial. A random sampling of cases read by each undergraduate financial aid officer is reviewed by the Associate and Senior Associate Directors to ensure compliance with federal regulations, adherence to Dartmouth policies, consistency in results and accuracy. Scholarships are credited to an individual student's account through the Banner Student Information System after the student is enrolled for the term (these credits are included in "non-cash assistance" in Part III above). Scholarship funds are withdrawn if the student ceases to be enrolled. Fellowships are granted in support of a student's educational or research endeavors. All educational and research work is monitored by Dartmouth faculty.
Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDSGrants distributed by Dartmouth consist primarily of scholarships, fellowships and related support given to Dartmouth students. Scholarships are awarded based on the financial need of the student. Scholarship applications are reviewed by a financial aid officer. Financial aid officers are expected to recuse themselves from any case in which they either have a personal interest or feel they cannot be impartial. A random sampling of cases read by each undergraduate financial aid officer is reviewed by the Associate and Senior Associate Directors to ensure compliance with federal regulations, adherence to Dartmouth policies, consistency in results and accuracy. Scholarships are credited to an individual student's account through the Banner Student Information System after the student is enrolled for the term (these credits are included in "non-cash assistance" in Part III above). Scholarship funds are withdrawn if the student ceases to be enrolled. Fellowships are granted in support of a student's educational or research endeavors. All educational and research work is monitored by Dartmouth faculty.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1Grenzebach Glier and Associates IncBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 N Michigan Suite 2800AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
ActivityProvide strategic counsel to the advancement programActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$235,041RetainedByContractorAmt
Net To Organization-$235,041NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$0TotalGrossReceiptsAmt
Total Retained By Contractors$235,041TotalRetainedByContractorsAmt
Total Net To Organization-$235,041TotalNetToOrganizationAmt
Licensed StatesMALicensedStatesCd
Licensed StatesNHLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Athletics - HockeyEvent1Nm
Gross Receipts Event1$31,318GrossReceiptsEvent1Amt
Charitable Contri Event1$2,450CharitableContriEvent1Amt
Gross Revenue Event1$28,868GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$2,598NonCashPrizesEvent1Amt
Rent Facility Costs Event1$6,867RentFacilityCostsEvent1Amt
Food And Beverage Event1$3,305FoodAndBeverageEvent1Amt
Entertainment Event1$0EntertainmentEvent1Amt
Other Direct Expenses Event1$3,216OtherDirectExpensesEvent1Amt
Gross Receipts Event2$0GrossReceiptsEvent2Amt
Charitable Contri Event2$0CharitableContriEvent2Amt
Gross Revenue Event2$0GrossRevenueEvent2Amt
Cash Prizes Event2$0CashPrizesEvent2Amt
Non Cash Prizes Event2$0NonCashPrizesEvent2Amt
Rent Facility Costs Event2$0RentFacilityCostsEvent2Amt
Food And Beverage Event2$0FoodAndBeverageEvent2Amt
Entertainment Event2$0EntertainmentEvent2Amt
Other Direct Expenses Event2$0OtherDirectExpensesEvent2Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Other Events$0GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$0CharitableContriOtherEventsAmt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Cash Prizes Other Events$0CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$0NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$0RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$0FoodAndBeverageOtherEventsAmt
Entertainment Other Events$0EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$0OthDirectExpnssOtherEventsAmt
Gross Receipts Total$31,318GrossReceiptsTotalAmt
Charitable Contributions Tot$2,450CharitableContributionsTotAmt
Gross Revenue Total Events$28,868GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$2,598NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$6,867RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$3,305FoodAndBeverageTotalEventsAmt
Entertainment Total Events$0EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$3,216OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$15,986DirectExpenseSummaryEventsAmt
Net Income Summary$12,882NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (48 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
American Committee for the Weizmann Institute of Science Inc
633 Third Avenue 20th FloorNew YorkNY10017131623886501(c)(3)$25,000$0n/an/aDistribution from donor advised fund
Amherst College
155 South Pleasant Street 2nd FloorAmherstMA010025000042103542501(c)(3)$32,000$0n/an/aDistribution from donor advised fund
Big Brothers Big Sisters Mountain Region
1229 S St Francis Dr Ste CSanta FeNM87505850276498501(c)(3)$10,000$0n/an/aDistribution from donor advised fund
Cambridge in America Cambridge University Boat Club Foundation
PO Box 9123 JAF BLGNew YorkNY100879123526071299501(c)(3)$10,000$0n/an/aDistribution from donor advised fund
Charities Aid Foundation of America
225 Reinekers Ln Ste 375AlexandriaVA22314431634280501(c)(3)$50,000$0n/an/aDistribution from donor advised fund
Child Advocates of SW Connecticut
55 Greens Farms Road Ste 200-6WestportCT06880272518861501(c)(3)$10,000$0n/an/aDistribution from donor advised fund
Childrens Radio Foundation
115 W 30th Street Suite 400New YorkNY10001841711691501(c)(3)$10,000$0n/an/aDistribution from donor advised fund
Citizens Climate Education Corp
1330 Orange Ave Suite 309CoronadoCA92118262948811501(c)(3)$13,100$0n/an/aDistribution from donor advised fund
Congregation Emanu-El of Westchester
2125 Westchester Avenue EastRyeNY10580136125497501(c)(3)$12,000$0n/an/aDistribution from donor advised fund
Facing History and Ourselves Inc
150 Broadway Suite 2100New YorkNY10038042761636501(c)(3)$100,000$0n/an/aDistribution from donor advised fund
First Presbyterian Church of Honolulu
45-550 Kionaole RoadKaneoheHI96744990108712501(c)(3)$5,500$0n/an/aDistribution from donor advised fund
Fulton Theatre Company
12 North Prince St PO Box 1865LancasterPA17608231631733501(c)(3)$50,000$0n/an/aDistribution from donor advised fund
Greater Houston Community Foundation
5120 Woodway Drive 6000HoustonTX77056237160400501(c)(3)$15,000$0n/an/aDistribution from donor advised fund
Greenwich Academy
200 N Maple AvenueGreenwichCT06830060653118501(c)(3)$62,000$0n/an/aDistribution from donor advised fund
Greenwich Country Day School
401 Old Church RoadGreenwichCT06830060646657501(c)(3)$95,000$0N/AN/ADistribution from donor advised fund
Horizons at Norwalk Community College Inc
PO Box 244NorwalkCT06853814133542501(c)(3)$10,000$0n/an/aDistribution from donor advised fund
HSPVA Friends
4119 Montrose Ste 210HoustonTX77006741997921501(c)(3)$50,000$0n/an/aDistribution from donor advised fund
Kenner Family Research Fund
39 East 78th Street Suite 501New YorkNY10075473163011501(c)(3)$100,000$0n/an/aDistribution from donor advised fund
Legal Aid of North Carolina Inc
224 S Dawson StRaleighNC27601311784161501(c)(3)$5,568$0n/an/aDistribution from donor advised fund
Meals on Wheels of San Francisco Inc
1375 Fairfax AveSan FranciscoCA94124941741155501(c)(3)$500,000$0n/an/aDistribution from donor advised fund
New York Historical Society
170 Central Park WestNew YorkNY10024131624124501(c(3)$25,000$0n/an/aDistribution from donor advised fund
Orthopaedic Research and Education Foundation
9400 W Higgins Rd Ste 215RosemontIL60018366009467501(c)(3)$12,000$0n/an/aDistribution from donor advised fund
Pennsylvania State University
408 Old MainUniversity ParkPA16802246000376501(c)(3)$50,000$0n/an/aDistribution from donor advised fund
Porter-Gaud Foundation
300 Albemarle RoadCharlestonSC29407452701202501(C)(3)$20,000$0n/an/aDistribution from donor advised fund
Regents of the University of Michigan
5082 Wolverine TowerAnn ArborMI481091287386006309501(c)(3)$100,000$0n/an/aDistribution from donor advised fund3003 South State Street
Roundabout Theatre Company
231 West 39th street Suite 1200New YorkNY10018136192346501(c)(3)$25,000$0n/an/aDistribution from donor advised fund
Saint Peter's Lutheran Church
619 Lexington Avenuenew yorkNY10022131656685501(c)(3)$25,000$0n/an/aDistribution from donor advised fund
Southern Methodist University
3140 Dyer St MS261DallasTX75275742021178501(c)(3)$30,000$0n/an/aDistribution from donor advised fund
Special Care Incorporated
12201 N Western AvenueOklahoma CityOK73114731227079509(a)(1)$63,522$0n/an/aDistribution from donor advised fund
Storm King Art Center
1 Museum RoadNew WindsorNY12553141457573501(c)(3)$25,000$0n/an/aDistribution from donor advised fund
The Board of Trustees of the Leland Stanford Junior University
PO Box 20466StanfordCA94309941156365501(c)(3)$80,000$0n/an/aDistribution from donor advised fund
The Corporation of the Brick Presbyterian Church of NY
62 E 92nd Stnew yorkNY10128135562386501(C)(3)$10,000$0n/an/aDistribution from donor advised fund
The Ecolint-American Foundation
5824 Steeplechase DriveplanoTX75093237056392501(c)(3)$10,000$0n/an/aDistribution from donor advised fund
The Open Door Shelter Inc
4 Merritt StreetNorwalkCT06854222536909501(c)(3)$330,000$0n/an/aDistribution from donor advised fund
The Horace Mann School
231 W 246th StBronxNY10471131740455501(C)(3)$15,000$0n/an/aDistribution from donor advised fund
The Mclean Hospital Corporation
115 Mill StreetbelmontMA02478042697981501(c)(3)$40,000$0n/an/aDistribution from donor advised fund
Squash and Education Alliance Inc
555 8th Avenue Suite 1102new yorkNY10018204597358501(c)(3)$11,000$0n/an/aDistribution from donor advised fund
The Southern Poverty Law Center Inc
400 Washington AveMontgomeryAL36104630598743501(c)(3)$10,000$0n/an/aDistribution from donor advised fund
The Winston Churchill Foundation of the United States
39 Evergreen RowArmonkNY10504046078351501(c)(3)$50,000$0n/an/aDistribution from donor advised fund
United Way of Rhode Island Inc
50 Valley StreetProvidenceRI02909050276059501(C)(3)$11,250$0n/an/aDistribution from donor advised fund
Upper Valley Haven
713 Hartford AveWhite River JunctionVT05001030277908501(c)(3)$25,000$0n/an/aDistribution from donor advised fund
Waterside School Inc
770 Pacific StreetStamfordCT06902061609222501(c)(3)$400,000$0n/an/aDistribution from donor advised fund
Advance Transit Inc
PO Box 1027WilderVT05088222558708501(c)(3)$481,770$0n/an/aCharitable contribution
Gordon Research Conferences
512 Liberty LaneWest KingstonRI02892260150662501(c)(3)$10,000$0n/an/aCharitable contribution
Granite United Way
1 Court St Ste 370LebanonNH03766026006033501(c)(3)$6,034$0n/an/aCharitable contribution
The Frost Place
PO Box 74FranconiaNH03580264497702501(c)(3)$6,000$0N/An/aCharitable contribution
Tri-Valley Transit Inc
297 Creek RoadMiddleburyVT05753030335768501(c)(3)$48,410$0n/an/aCharitable contribution
Vital Communities Inc
195 North Main StWhite River JctVT05001030355283501(C)(3)$10,000$0N/AN/ACharitable contribution
FieldValueIRS element (for citing)
Total501c3 Org47Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
Scholarhip/tuition remission4139$538,920$171,609,076fmvStudent scholarships/tuition remission and employee tuition reimbursement
Fellowships1044$12,226,184$90,867fmvStudent fellowships/employment
Internships706$1,515,285$0fmvn/a
Health Insurance Subsidy899$198$2,348,905fmvSubsidize health insurance costs for graduate students
Prizes and awards536$499,387$7,372fmvAchievement recognition awards to individual students

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationGrants distributed by Dartmouth consist primarily of scholarships, fellowships and related support given to Dartmouth students. Scholarships are awarded based on the financial need of the student. Scholarship applications are reviewed by a financial aid officer. Financial aid officers are expected to recuse themselves from any case in which they either have a personal interest or feel they cannot be impartial. A random sampling of cases read by each undergraduate financial aid officer is reviewed by the Associate and Senior Associate Directors to ensure compliance with federal regulations, adherence to Dartmouth policies, consistency in results and accuracy. Scholarships are credited to an individual student's account through the Banner Student Information system after the student has enrolled for the term (these credits are included in "non-cash assistance" in Part III above) Scholarship funds are withdrawn if the student ceases to be enrolled. Fellowships are granted in support of a student's educational or research endeavors. All educational and research work is monitored by Dartmouth faculty.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgYes (true)CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Philip Hanlon
President$1,072,390$0$0$0$228,435$0$175,200$0$62,034$0$1,538,059$0$160,000$0
Richard Mills
EVP$710,739$0$0$0$0$0$25,200$0$12,442$0$748,381$0$0$0
Joseph Helble
Provost$712,277$0$0$0$405$0$25,200$0$14,422$0$752,304$0$0$0
Michael Wagner
VP & CFO$455,925$0$0$0$360$0$25,200$0$12,811$0$494,296$0$0$0
Alice Ruth
Chief Executive Officer - Investment Office$1,083,095$0$1,250,000$0$1,159$0$25,200$0$14,405$0$2,373,859$0$0$0
Elizabeth Smith
Dean of Faculty$483,650$0$0$0$1,452$0$25,200$0$4,699$0$515,001$0$0$0
Duane Compton
Dean, Geisel School of Medicine$720,365$0$0$0$325$0$25,200$0$13,228$0$759,118$0$0$0
Matthew Slaughter
Dean, Tuck School of Business$849,002$0$0$0$0$0$25,200$0$12,927$0$887,129$0$0$0
Sandhya Iyer
General Counsel$544,710$0$10,000$0$580$0$25,200$0$17,711$0$598,201$0$0$0
Robert Lasher
Sr. Vice President for Advancement$685,176$0$119,200$0$0$0$25,200$0$5,273$0$834,849$0$0$0
Steven Moore
VP Campus Services (through 11/30/2019)$324,923$0$16,042$0$27,545$0$25,200$0$5,793$0$399,503$0$0$0
Frank Roberts
Associate VP, FOM$209,077$0$0$0$0$0$18,365$0$10,261$0$237,703$0$0$0
Joshua Keniston
VP Campus Services & Institutional Projects (from 12/1/2019)$255,023$0$20,000$0$0$0$12,936$0$3,696$0$291,655$0$0$0
Kelsey Morgan
Chief Investment Officer$521,075$0$698,756$0$1,159$0$19,600$0$18,587$0$1,259,177$0$0$0
Alan Green
Chair and Professor of Psychology$714,134$0$0$0$0$0$25,200$0$8,730$0$748,064$0$0$0
Michael Sullivan
Managing Director, Investment Office$403,277$0$585,104$0$1,159$0$25,200$0$17,105$0$1,031,845$0$0$0
Steven Leach
Director, Norris Cotton Cancer Center$845,530$0$0$0$0$0$25,200$0$12,165$0$882,895$0$0$0
Jessica Jones
Managing Director, Investment Office$346,794$0$489,088$0$1,159$0$25,200$0$9,849$0$872,090$0$0$0
Michael Mastanduno
Former Dean of Faculty$382,420$0$0$0$225$0$25,200$0$13,811$0$421,656$0$0$0
Carolyn Dever
Former Provost$598,564$0$0$0$0$0$25,200$0$5,414$0$629,178$0$0$0
David Kotz
Former Interim Provost$454,614$0$0$0$960$0$25,200$0$15,475$0$496,249$0$0$0

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelDartmouth travel policy allows for first or business class air travel for business purposes in limited circumstances. Consistent with this policy, on infrequent occasions senior officers flew first class with the President's approval. The lack of a major commercial airport within 80 miles of Dartmouth requires use of charter air travel to fulfill the business travel requirements of the President. For this reason, the President and certain senior officers had access for business purposes to charter flight service, the cost of which was fully defrayed by private donations designated for this purpose.
Schedule J, Part I, Line 1a Travel for companionsThe President's wife traveled with him for business purposes including participating in alumni events and meetings with key constituent donors on Dartmouth's behalf.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useDartmouth provided housing for the President. This arrangement was for Dartmouth's convenience and a condition of employment and therefore was not taxable to the President.
Schedule J, Part I, Line 1a Personal servicesDartmouth provided housekeeping services for cleaning and maintaining the President's house. The value of services provided for personal living space was recognized as imputed income to the President.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planDartmouth provided the President with a nonqualified 457(f) supplemental retirement plan. The Plan provided for annual credits to the plan subject to vesting requirements based on continuation of employment through set dates. The President received $210,000, and accrued $150,000 relative to the Plan during the calendar year 2019. $160,000 of the deferred compensation received had been reported in prior years, as reflected in Column F.
Schedule J, Part I, Line 5a Compensation contingent on revenues of the organizationA portion of the incentive bonus for investment office employees is based on meeting certain return targets. A portion of the performance bonus for the Sr. VP of Advancement is based on achieving certain advancement goals.
Schedule J, Part I, Line 7 Non-fixed paymentsAlice Ruth, Chief Executive Officer - Investment Office, received a performance bonus of $1,250,000 during calendar year 2019. Kelsey Morgan, Deputy Chief Investment Officer, received incentive compensation of $698,756 during calendar year 2019. Michael Sullivan, Managing Director in the Investment Office, received incentive compensation of $585,104 during calendar year 2019. Jessica Jones, Managing Director in the Investment Office, received incentive compensation of $489,088 during calendar year 2019. Robert Lasher, Senior Vice President for Advancement, received a performance bonus of $119,200 during calendar year 2019. Sandhya Iyer, General Counsel, received a performance bonus of $10,000 during calendar year 2019. Steven Moore, Interim VP Campus Services, received supplemental compensation of $16,042 during calendar year 2019. Joshua Keniston, Interim VP of Campus Services, received a performance bonus of $20,000 during calendar year 2019.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
New Hampshire Health & Educ Facilities Authority
A020279866644614FP92003-03-12$113,250,000Refund 6-1-93 issuefalsefalsefalse
New Hampshire Health & Educ Facilities Authority
B020279866644614RV32007-04-05$90,000,000Issue cost, new construction, capital renovations, equipmentfalsefalsefalse
New Hampshire Health & Educ Facilities Authority
C0202798660000000002015-08-06$101,000,000Refunded 04-01-02 series 2002 issuefalsefalsefalse
New Hampshire Health & Educ Facilities Authority
D0202798660000000002015-08-06$89,665,000Refund 04-05-07 Series 07A issuefalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndSubstantial CompletionSubstantialCompletionYr
A$85,050,000$0$1,125,000$0$0$0$1,125,000$0$0$0$0$0Yes (true)falseYes (true)Yes (true)
B$15,000,000$0$93,437,682$0$3,437,682$0$471,429$0$0$89,528,571$0$0falsefalseYes (true)Yes (true)2009
C$0$0$101,000,000$0$0$0$0$0$0$0$101,000,000$0Yes (true)falseYes (true)Yes (true)2005
D$0$0$89,665,000$0$0$0$0$0$0$0$89,665,000$0Yes (true)falseYes (true)Yes (true)2009

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdTotal Private Business UseTotalPrivateBusinessUsePctOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenInd
A0.0
B0.0052falsefalsefalsefalseYes (true)0.00520.0falsefalseYes (true)
C0.0
D0.0063falseYes (true)falsefalse0.00630.0falseYes (true)Yes (true)0.0019Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalsefalseYes (true)falseYes (true)falsefalsefalseYes (true)
BYes (true)Yes (true)falsefalsefalseYes (true)
CfalsefalseYes (true)falseYes (true)falsefalsefalseYes (true)
DfalsefalseYes (true)falseYes (true)falsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part II, Line 3 Bond issued 03/12/2003The difference between issue price and total proceeds equals ($112,125,000) to refinance prior issue.
Schedule K, Part II, Line 3 Bond issued 04/05/2007The difference between issue price and total proceeds equals $3,437,682 of investment income.
Schedule K, Part II, Line 3 Bonds issued on 08/06/2015The outstanding balance of the 2007A issue ($89,665,000) was refunded by the 2015C ($45,000,000) and 2016D ($44,665,000) issues on August 6, 2015.
Schedule K, Part II, Line 3 Bond issued on 12/21/2017The difference between issue price and total proceeds is the Original Issue Premium of $9,631,168.
Schedule K, Part III, Line 8c Bond issued 08/06/2015, Column DVoluntary closing agreement request was filed on November 17, 2020 and is currently pending pursuant to the IRS-TEB's Voluntary Closing Agreement Program (VCAP) with respect to an "identified violation" described in Section 7.2.3.4.3(2) of the Internal Revenue Manual.
Schedule K, Part VI Bond issued on 04/26/2016As reflected in the IRS Form 8038 that was filed in connection with the issuance of the Series 2016A bonds, 100% of the proceeds of the issue were deposited on the issue date of the Series 2016A bonds in an irrevocable escrow fund to advance refund certain tax-exempt obligations issued for the benefit of the College in 2009. As reflected in a Verification Report dated April 29, 2016, which was prepared by a third party in connection with the issuance of the Series 2016A bonds, the aggregate yield of the investments in such escrow fund is less than the yield on the Series 2016A bonds for the yield computation period during which amounts in the escrow fund will remain unspent. Accordingly, no rebate liability has arisen or will arise under Code Section 148(f) with respect to the Series 2016A bonds, and no rebate computation was required to be prepared in connection with the Series 2016A bonds.
Schedule K, Part VI Bond issued on 12/21/2017As reflected in the IRS Form 8038 that was filed in connection with the issuance of the Series 2017 bonds, after paying certain issuance costs, the remaining proceeds were deposited on the issue date in an irrevocable escrow fund to advance refund certain tax-exempt obligations issued for the benefit of the College in 2009. As reflected in a Verification Report dated December 21, 2017, which was prepared by a third party in connection with the issuance of the Series 2017 bonds, the aggregate yield of the investments in such escrow fund is less than the yield on the Series 2017 bonds for the yield computation period during which amounts in the escrow fund will remain unspent. Accordingly, no rebate liability has arisen or will arise for Series 2017 issue, and no rebate computation was required to be prepared in connect with the Series 2017 bonds.
Schedule K, Part IV, Line 2c COLUMN AIssuer name: New Hampshire Health & Educ Facilities Authority The calculation for computing no rebate due was performed on 04/29/2016
Schedule K, Part IV, Line 2c COLUMN BIssuer name: New Hampshire Health & Educ Facilities Authority The calculation for computing no rebate due was performed on 12/21/2017

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
New Hampshire Health & Educ Facilities Authority
A0202798660000000002016-04-29$165,000,000Partially defeased 06-18-09 09A issuefalsefalsefalse
New Hampshire Health & Educ Facilities Authority
B0202798660000000002017-12-21$37,660,000Partially defeased 06-18-09 09A issuefalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$165,000,000$0$0$165,000,000$0$0$0$0$0$02012falseYes (true)Yes (true)Yes (true)
B$0$0$47,291,168$0$0$46,939,540$351,628$0$0$0$0$02012falseYes (true)Yes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalsefalsefalseYes (true)0.00.00.0falsefalseYes (true)
BfalsefalsefalsefalseYes (true)0.00.00.0falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalsefalseYes (true)Yes (true)Yes (true)falsefalsefalseYes (true)
BfalsefalseYes (true)Yes (true)falsefalsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Paul YoungBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionSpouse of Former OfficerRelationshipDescriptionTxt
Transaction$174,435TransactionAmt
TransactionCalendar 2019 employee compensationTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution26ContributionCnt
Noncash Contributions Rpt F990$35NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - Valued at $1 per allocation/donor creditMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$2NoncashContributionsRptF990Amt
Method Of Determining RevenuesOtherMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution767ContributionCnt
Noncash Contributions Rpt F990$53,898,366NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$3,672NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$171,511,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesOpinions of expertsMethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - Valued at $1 per allocation/donor creditMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - Valued at $1 per allocation/donor creditMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Self-created items/archival records2$2Other - Valued at $1 per allocation/donor credit
Yes (X)Horses and equestrian equipment3$4Other - Valued at $1 per allocation/donor credit
Yes (X)Specialized equipment/musical instruments1$1Other - Valued at $1 per allocation/donor credit
FieldValueIRS element (for citing)
Form8283 Received14Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part I, Line 33Pursuant to accounting standards codification 958 (ASC 958), Dartmouth Does not capitalize its collections, including works of art, literary works, historical treasures and artifacts that are maintained in its museums and libraries. Non-cash contributions of this nature are, therefore, not recognized as revenue for financial statement purposes, except for a nominal value of $1 each. These collections are protected and preserved for public exhibition, education, research and the furtherance of public service. Other non-cash contributions with no readily ascertainable fair value or which are deemed immaterial are not recognized as revenue for financial statement purposes, except for a nominal value of $1 each.
Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributionsDartmouth occasionally uses third parties, including auction houses, to sell specialized items such as jewelry and art.
Schedule M, Part I Explanations of reporting method for number of contributionsArt - Works of art - Number of contributions Books and publications - Number of contributions Securities - Publicly traded - Number of contributions Securities - Closely held stock - Number of contributions Securities - Partnership, LLC, or trust interests - Number of contributions Real estate - Residential - Number of contributions Other - Self-created items/archival records Number of contributions Other - Horses and equestrian equipment Number of contributions Other - Specialized equipment/musical instruments Number of contributions Food inventory - Number of contributions

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part IV, Line 28c Business transactions with interested personsSpecialized and rigorous conflict-of-interest requirements apply to Dartmouth investments with firms in which related parties (e.g., Trustees or non-Trustee Investment Committee members, as well as other categories of officers and Dartmouth employees) have a financial interest. Under the New Hampshire Pecuniary Benefit Law (Revised Statutes Annotated, Chapter 7:19-a) and Dartmouth's Policy on Pecuniary Benefit Transactions and Related Party Investments, such investments are subject to substantial oversight. Before such an investment may be made, the Investment Office must submit to the Board of Trustees an analysis documenting (1) that the transaction is fair and reasonable to Dartmouth; and (2) that the terms of the investment are no less favorable to Dartmouth than the terms of other recent similar investments not involving related parties. The analysis must also document that Dartmouth's investment would not comprise more than 10% of the fund and must identify any other institutional investors who have committed to participate in the same fund. Based on this information, the proposed investment is considered by the Investment Committee of the Board of Trustees, the Audit Committee and the full Board. In each instance, any Trustee or non-Trustee Investment Committee member associated with the firm involved in the investment must be recused from the discussion and vote. The investment may not be made unless the Audit Committee approves, and the Investment Committee and the Board each give their approval by a two-thirds majority of disinterested members. In accordance with State law, a notice of the proposed investment, if in the amount of $5,000 or more - identifying Dartmouth, the related party, the investment firm, and the amount of the investment - is then filed with the State Attorney General's Office and published in the local daily newspaper, before the investment can occur. On an annual basis, the Chief Investment Officer must submit a report to the Audit Committee containing information about related party investments, including a comparison of the performance of such investments with the performance of other investments during the previous fiscal year.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyThe 990 review process is as follows: A draft of the completed Form 990 is sent to the Audit and Oversight Committee and a draft of the sections concerning compensation is sent to the Governance Committee. The Governance Committee may contact management or the Audit and Oversight Committee with any questions or concerns on the compensation sections. The Audit and Oversight Committee then meets with senior management personnel to review the process by which the Form 990 was prepared, discuss any items of significance, and resolve any questions. The Audit and Oversight Committee then votes to accept the Form 990 based on management's representations. Prior to the return being filed, a draft of the complete Form 990 is provided to the full board. At the next meeting of the Board of Trustees, the Audit and Oversight Committee reports to the full Board on the results of its review.
Form 990, Part VI, Line 12c Conflict of interest policyCompliance with Dartmouth's institution-wide Conflict of Interest policy is required by college policy. Compliance is monitored by the Office of General Counsel, which reviews information concerning potential conflicts solicited from approximately 370 trustees, faculty, and staff members each year. Compliance with the requirements of the policy concerning researchers engaged in externally sponsored research is enforced and monitored by the Office of the Provost, and particularly by the Office of Sponsored Projects and the Conflict of Interest Committee of the Council on Sponsored Activities which, in accordance with federal regulations, solicit information from researchers concerning financial interest that may affect or be affected by proposed research. In addition, the Office of the General Counsel and the Investment Office monitor compliance with the policy on Pecuniary Benefit Transactions and related party investments.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialThe process for determining the compensation of Dartmouth's President and other officers and key employees is as follows: (1) Comparability data are gathered by the Chief Human Resources Officer from a compensation survey conducted by a nationally known compensation consulting firm and shared with officials responsible for setting the compensation for the officers and key employees. (2) Recommendations for compensation adjustments for officers and key employees are prepared by the officials responsible for setting the compensation of said employees, using comparability data and a review of the employee's performance. (3) The officials' recommendations are presented for approval to the Governance Committee of the Board, together with the comparability data. (4) Comparability data for the President's compensation is also presented to the Governance Committee by the Chief Human Resources Officer. The Board of Trustees Executive Committee approves the President's compensation. The President and the Investment Committee jointly approve the Chief Executive Officer - Investment Office's compensation.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesThe process for determining the compensation for Dartmouth's other officers and key employees is described above.
Form 990, Part VI, Line 19 Required documents available to the publicDartmouth makes its governing document (The Charter of Dartmouth College), conflict of interest policies and financial statements available to the public by posting these documents on its website.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesNet change in split interest agreement - -4485996; Net unrealized change in value of non-investment items - -77829707;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
Dartmouth Educational Loan Corporation
7 Lebanon StreetSuite 302HanoverNH03755020362923Educational LoansNH501(c)(3)Type ITrustees of Dartmouth CollegeYes (true)
South Street Downtown Holdings Inc
7 Lebanon StreetSuite 302HanoverNH03755020518373Real Estate HoldingNH501(c)(25)Trustees of Dartmouth CollegeYes (true)
Seven Lebanon Street Inc
7 Lebanon StreetSuite 302HanoverNH03755020514301Real Estate HoldingNH501(c)(25)Trustees of Dartmouth CollegeYes (true)
Foundation for Jewish Life at Dartmouth
7 Lebanon StreetSuite 302HanoverNH03755020486238Real Estate HoldingNH501(c)(2)Trustees of Dartmouth CollegeYes (true)
Hamden Assurance Risk Retention Group Inc
30 Main StreetSuite 330BurlingtonVT05401208530788InsuranceVT501(c)(3)Type IDartmouth-Hitchcock Clinicfalse
The Dartmouth Educational Association
3 Stoneview LaneSharonMA02067046045227Educational LoansMA501(c)(3)Type III-FINAfalse
Dartmouth College Trust
7 Lebanon StreetSuite 302HanoverNH03755FundraisingNAYes (true)UK
Dartmouth-Hitchcock Medical Center
One Medical Center DriveLebanonNH03756222715483Health Care AdministrationNH501(c)(3)Type INAfalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
Charitable Remainder Unitrusts (93)
Fundraising/DevelopmentNHTrustees of Dartmouth CollegeTrustfalse
Pooled Income Funds (3)
Fundraising/DevelopmentNHTrustees of Dartmouth CollegeTrustfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (15 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Dartmouth Educational Loan Corporation
A$2,102,100Cost
Dartmouth Educational Loan Corporation
L$183,916Cost
Dartmouth Educational Loan Corporation
R$3,120,731Cost
Foundation for Jewish Life at Dartmouth
L$67,928Cost
Foundation for Jewish Life at Dartmouth
R$194,157Cost
Foundation for Jewish Life at Dartmouth
S$130,432cost
Seven Lebanon Street Inc
B$374,840Cost
Seven Lebanon Street Inc
K$1,470,660Cost
Seven Lebanon Street Inc
L$119,736Cost
Seven Lebanon Street Inc
S$674,840Cost
South Street Downtown Holdings Inc
K$154,159Cost
South Street Downtown Holdings Inc
L$275,875Cost
South Street Downtown Holdings Inc
S$800,000Cost
Charitable Remainder Trusts
S$1,070,427Cost
Dartmouth Trust
C$1,046,936Cost

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part IV Charitable Remainder Trusts and Pooled income fundsFormAndLineReferenceDesc
ExplanationDartmouth College controls a total of 93 charitable remainder trusts and 3 pooled income funds, all domiciled in the state of new Hampshire.ExplanationTxt

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