POMONA COLLEGE: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
POMONA COLLEGE (EIN 95-1664112)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-14
IRS object ID
202121349349307792
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-14T20:59:51-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1550 S Hope St Suite 1500AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90071ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN951664112EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1POMONA COLLEGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% MARY LOU WOODSInCareOfNm
Business Name ControlPOMOBusinessNameControlTxt
Phone9096218135PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 N COLLEGE AVENUEAddressLine1Txt
CityCLAREMONTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP917114434ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY LOU WOODSPersonNm
Person TitleASST VP/ASSOC TREASPersonTitleTxt
Phone9096218135PhoneNum
Signature2021-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCarey McKeePreparerPersonNm
PTINP01281067PTIN
Phone2139724000PhoneNum
Preparation2021-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerG GABRIELLE STARRPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 N COLLEGE AVENUEAddressLine1Txt
CityCLAREMONTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP917114434ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,201,521,334GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.POMONA.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1887FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionPOMONA COLLEGE IS A LIBERAL ARTS INSTITUTION DEDICATED TO THE PURSUIT OF KNOWLEDGE AND UNDERSTANDING THROUGH THE STUDY OF THE SCIENCES & HUMANITIES.ActivityOrMissionDesc
Voting Members Governing Body32VotingMembersGoverningBodyCnt
Voting Members Independent32VotingMembersIndependentCnt
Total Employee2847TotalEmployeeCnt
Total Volunteers1228TotalVolunteersCnt
Total Gross UBI-$2,725,246TotalGrossUBIAmt
PY Contributions Grants$37,199,325PYContributionsGrantsAmt
CY Contributions Grants$21,889,483CYContributionsGrantsAmt
PY Program Service Revenue$116,188,808PYProgramServiceRevenueAmt
CY Program Service Revenue$114,883,707CYProgramServiceRevenueAmt
PY Investment Income$68,093,384PYInvestmentIncomeAmt
CY Investment Income$130,244,883CYInvestmentIncomeAmt
PY Other Revenue$1,685,797PYOtherRevenueAmt
CY Other Revenue$1,436,309CYOtherRevenueAmt
PY Total Revenue$223,167,314PYTotalRevenueAmt
CY Total Revenue$268,454,382CYTotalRevenueAmt
PY Grants And Similar Paid$46,910,069PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$49,733,633CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$95,280,363PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$98,927,158CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$11,309,747CYTotalFundraisingExpenseAmt
PY Other Expenses$94,202,323PYOtherExpensesAmt
CY Other Expenses$97,323,800CYOtherExpensesAmt
PY Total Expenses$236,392,755PYTotalExpensesAmt
CY Total Expenses$245,984,591CYTotalExpensesAmt
PY Revenues Less Expenses-$13,225,441PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$22,469,791CYRevenuesLessExpensesAmt
Total Assets BOY$3,145,912,286TotalAssetsBOYAmt
Total Assets EOY$3,154,346,294TotalAssetsEOYAmt
Total Liabilities BOY$373,853,962TotalLiabilitiesBOYAmt
Total Liabilities EOY$449,528,392TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,772,058,324NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,704,817,902NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHROUGHOUT ITS HISTORY, POMONA COLLEGE HAS EDUCATED STUDENTS OF EXCEPTIONAL PROMISE. WE GATHER INDIVIDUALS, REGARDLESS OF FINANCIAL CIRCUMSTANCES, INTO A SMALL RESIDENTIAL COMMUNITY (CONTINUED SCHEDULE O)MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$120,551,959ExpenseAmt
Grant$49,733,633GrantAmt
Revenue$112,515,183RevenueAmt
DescINSTRUCTION AND RESEARCH: RANKED 5TH IN NATIONAL LIBERAL ARTS COLLEGES ACCORDING TO U.S. NEWS AND WORLD REPORT FOR 2020, POMONA COLLEGE OFFERS AN ACADEMIC PROGRAM THAT ENCOMPASSES THE MAJOR FIELDS OF THE ARTS, HUMANITIES, NATURAL SCIENCES AND SOCIAL SCIENCES. LEARNING IS ENCOURAGED THROUGH THEORY-BUILDING AND EMPIRICAL RESEARCH, HISTORICAL AND LINGUISTIC ANALYSIS, INQUIRY AND ETHICAL DEBATE. POMONA'S LIBERAL ARTS CURRICULUM, SMALL CLASSES, RESIDENTIAL CAMPUS AND SOPHISTICATED LABORATORIES AND STUDIOS PREPARE STUDENTS FOR LIVES OF PERSONAL FULFILLMENT AND SOCIAL RESPONSIBILITY IN A GLOBAL CONTEXT. (CONTINUED ON SCHEDULE O)Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$31,239,074ExpenseAmt
Revenue$110,472RevenueAmt
DescAUXILIARY ENTERPRISES: A MAJORITY OF POMONA COLLEGE STUDENTS RESIDE IN CAMPUS HOUSING THROUGHOUT THEIR COLLEGE CAREER, A TESTAMENT TO THE QUALITY OF LIFE ON CAMPUS. THE SCALE AND ARRANGEMENT OF POMONA'S 14 RESIDENCE HALLS ENCOURAGE STUDENTS TO GET TO KNOW EACH OTHER. RANGING IN SIZE FROM 60 TO 250 STUDENTS, WITH AN AVERAGE OF ABOUT 120 EACH, THESE COEDUCATIONAL RESIDENCES ARE LARGE ENOUGH TO BRING TOGETHER STUDENTS WITH A VARIETY OF INTERESTS AND EXPERIENCES, BUT SMALL ENOUGH TO ALLOW RESIDENTS TO WORK IN COHESIVE GROUPS. (CONTINUED SCHEDULE O)Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$23,276,793ExpenseAmt
Revenue$1,329,941RevenueAmt
DescSTUDENT SERVICES: POMONA COLLEGE OFFERS STUDENTS A WIDE VARIETY OF PROGRAMS TO EXTEND THEIR EDUCATION BEYOND THE CLASSROOM, INCLUDING CLUBS, SPORTS, THE STUDENT LIFE NEWSPAPER AND STUDENT GOVERNMENT. OTHER RESOURCES OFFERED TO STUDENTS INCLUDE THE OFFICE OF BLACK STUDENT AFFAIRS, THE ASIAN AMERICAN RESOURCE CENTER, THE CHICANO/LATINO STUDENT AFFAIRS CENTER, THE WOMEN'S UNION AND THE QUEER RESOURCE CENTER.(CONTINUED SCHEDULE O)Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmtRevenueRevenueAmtDescDesc
$43,391,358$928,111SEE SCHEDULE O
& ACADEMIC SUPPORT
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$43,391,358TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$928,111TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$218,459,184TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
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 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
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 OutstandingYes (true)LoanOutstandingInd
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 OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document1017IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2847EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncYes (true)SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members32GoverningBodyVotingMembersCnt
Independent Voting Member32IndependentVotingMemberCnt
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 ChaptersfalseLocalChaptersInd
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 FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMARY LOU WOODSPersonNm
Phone9096218135PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 N COLLEGE AVENUEAddressLine1Txt
CityCLAREMONTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP917114434ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (59 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndKey EmployeeKeyEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
GABI STARR
PRESIDENT40.00.0Yes (X)$646,696$0$109,912
KAREN SISSON
VP TREASURER40.00.0Yes (X)$384,631$0$53,805
SETH ALLEN
VP STRATEGY/DEAN ADM & FIN AID40.00.0Yes (X)$356,985$0$46,084
AVIS HINKSON
VP & DEAN STUDENTS40.00.0Yes (X)$324,109$0$38,704
GARY SMITH
PROFESSOR40.00.0$281,575$0$53,888Yes (X)
DAVID WALLACE
ASST TREASURER/CIO40.00.0Yes (X)$263,272$0$49,657
ROBIN TROZPEK
INT VP OF ADV (THRU 5/1/20)40.00.0Yes (X)$240,884$0$44,881
WILLIAM MORSE
Chief Information Officer40.00.0$241,727$0$40,760Yes (X)
ELEANOR BROWN
PROFESSOR40.00.0$236,644$0$32,707Yes (X)
ROBERT ROBINSON
ASST VP OF FACILITIES40.00.0$221,690$0$47,485Yes (X)
PIERRE ENGLEBERT
PROFESSOR40.00.0$221,703$0$46,863Yes (X)
MIRIAM FELDBLUM
VP & DEAN STUD (THRU 12/31/19)40.00.0Yes (X)$258,154$0$0
MARY LOU WOODS
ASST VP/ASSOC TREAS40.00.0$224,872$0$32,194Yes (X)
BRENDA RUSHFORTH
AVP HUMAN RESOURCES40.00.0$213,118$0$38,835Yes (X)
CHAR MILLER
PROFESSOR40.00.0$214,262$0$36,941Yes (X)
ROBERT GAINES
VP DEAN COLLEGE (AS OF 8/1/19)40.00.0Yes (X)$211,778$0$30,553
AUDREY BILGER
FORMER VP DEAN OF COLLEGE0.00.0$163,979$0$70,108Yes (X)
MARYLOU FERRY
FORMER VP OF COMMUNICATIONS0.00.0$220,752$0$7,137Yes (X)
CHRISTINA CIAMBRIELLO
BD SEC/PRES AST40.00.0Yes (X)$178,531$0$28,257
DANA WOOD
ASST TREASURER40.00.0Yes (X)$144,714$0$28,841
MARK KENDALL
INT VP OF COMM40.00.0$132,723$0$36,438Yes (X)
JANIS MOORMANN
ASST TREASURER40.00.0Yes (X)$136,489$0$20,704
ELISA ALBAN
REGISTRAR40.00.0Yes (X)$122,542$0$20,868
PAMELA BESNARD
FORMER VP OF ADVANCEMENT0.00.0$120,690$0$16,738Yes (X)
STEPHANIE NAVARRO
ASST SECRETARY40.00.0Yes (X)$71,974$0$28,076
GLORIA GARCIA
ASST SECRETARY40.00.0Yes (X)$76,560$0$14,583
ALISON REMPEL BROWN
TRUSTEE/BOARD VICE CHAIR2.00.0Yes (X)$0$0$0Yes (X)
CHRISTINA WIRE
TRUSTEE/BOARD VICE CHAIR2.00.0Yes (X)$0$0$0Yes (X)
CRAIG WRENCH
TRUSTEE/BOARD VICE CHAIR3.00.0Yes (X)$0$0$0Yes (X)
EILEEN WILSON-OYELARAN
TRUSTEE/BOARD VICE CHAIR2.00.0Yes (X)$0$0$0Yes (X)
JANET INSKEEP BENTON
TRUSTEE/BOARD VICE CHAIR2.00.0Yes (X)$0$0$0Yes (X)
JASON ROSENTHAL
TRUSTEE/BOARD VICE CHAIR2.00.0Yes (X)$0$0$0Yes (X)
JEAN KAPLAN
TRUSTEE/BOARD VICE CHAIR2.00.0Yes (X)$0$0$0Yes (X)
R CARLTON SEAVER
TRUSTEE/BOARD VICE CHAIR2.00.0Yes (X)$0$0$0Yes (X)
REZA ZAFARI
TRUSTEE/BOARD VICE CHAIR2.00.0Yes (X)$0$0$0Yes (X)
SAMUEL GLICK
TRUSTEE/BOARD CHAIR5.00.0Yes (X)$0$0$0Yes (X)
WENDALL JACKSON JACK LONG
TRUSTEE/BOARD VICE CHAIR2.00.0Yes (X)$0$0$0Yes (X)
ADITYA SOOD
TRUSTEE2.00.0$0$0$0Yes (X)
ALICIA ZALESIN
TRUSTEE (AS OF 7/1/19)2.00.0$0$0$0Yes (X)
ALLYSON ARANOFF HARRIS
TRUSTEE2.00.0$0$0$0Yes (X)
BOBBY LEE
TRUSTEE (AS OF 7/1/19)2.00.0$0$0$0Yes (X)
BRYAN WHITE
TRUSTEE2.00.0$0$0$0Yes (X)
DONAL MARRON
TRUSTEE (AS OF 7/1/19)2.00.0$0$0$0Yes (X)
JEFFEREY T PARKS
TRUSTEE2.00.0$0$0$0Yes (X)
JENNIFER WILCOX THOMAS
TRUSTEE2.00.0$0$0$0Yes (X)
JOHN STARR
TRUSTEE2.00.0$0$0$0Yes (X)
LASZLO BOCK
TRUSTEE2.00.0$0$0$0Yes (X)
MARGARET LODISE
TRUSTEE3.00.0$0$0$0Yes (X)
MATTHEW J ESTES
TRUSTEE2.00.0$0$0$0Yes (X)
MICHAEL S SEGAL
TRUSTEE2.00.0$0$0$0Yes (X)
NATHANIEL KIRTMAN III
TRUSTEE2.00.0$0$0$0Yes (X)
ONETTA BROOKS
TRUSTEE2.00.0$0$0$0Yes (X)
OSMAN KIBAR
TRUSTEE2.00.0$0$0$0Yes (X)
PAUL F ECKSTEIN
TRUSTEE (AS OF 7/1/19)2.00.0$0$0$0Yes (X)
PETER G SASAKI
TRUSTEE2.00.0$0$0$0Yes (X)
SCOTT GREEN
TRUSTEE3.00.0$0$0$0Yes (X)
STEPHEN B LOEB
TRUSTEE2.00.0$0$0$0Yes (X)
THOMAS J MINAR
TRUSTEE (THRU OF 01/06/20)2.00.0$0$0$0Yes (X)
YI LI
TRUSTEE (AS OF 7/1/19)2.00.0$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,834,494TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$960,436TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K232IndivRcvdGreaterThan100KCnt
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/ZIPCdServicesServicesDescCompensationCompensationAmt
Solomon Cordwell Buenz
255 California StreetSan FranciscoCA94111Architect$1,400,002
Cambridge Associateds LLC
PO Box 412015BostonMA022412015INVESTMENT ADVISORY$1,474,504
Hirschfeld Kramer LLC
505 Montgomery Street 13th floorSan FranciscoCA94111LEGAL$1,289,008
KPMG LLC
Dept0922 PO Box 120922DallasTX753120922Audit & Tax Services$439,682
Tortoise Capital Advisors LLC
5100 W115th PlaceLeawoodKS66211INVESTMENT ADVISORY$465,285
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K13CntrctRcvdGreaterThan100KCnt
Federated Campaigns$6,221FederatedCampaignsAmt
Government Grants$1,916,026GovernmentGrantsAmt
All Other Contributions$19,967,236AllOtherContributionsAmt
Noncash Contributions$4,645,822NoncashContributionsAmt
Total Contributions$21,889,483TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Tuition and Fees611710$91,904,966$91,904,966
Room and Board611710$19,937,211$19,937,211
Auxilary & Educational Support611710$2,926,171$2,926,171
Other sources611710$115,359$115,359
FieldValueIRS element (for citing)
Total Program Service Revenue$114,883,707TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,664,400TotalRevenueColumnAmt
Unrelated Business Revenue-$11,430,243UnrelatedBusinessRevenueAmt
Exclusion$40,094,643ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$69,797TotalRevenueColumnAmt
Exclusion$69,797ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,942,198RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$1,275,035RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$667,163RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$667,163TotalRevenueColumnAmt
Unrelated Business Revenue$276,849UnrelatedBusinessRevenueAmt
Exclusion$390,314ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,033,368,140SecuritiesAmt
Other$4,260OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$931,791,917SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$101,576,223SecuritiesAmt
Other$4,260OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$101,580,483TotalRevenueColumnAmt
Unrelated Business Revenue$8,393,015UnrelatedBusinessRevenueAmt
Exclusion$93,187,468ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
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
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

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
THIRD PARTY REIMBURSEMENTS900099$341,664$341,664
CATERING AND BANQUET REVENUE722320$48,532$13,399$35,133
DUPLICATING REVENUE900099$33,801$33,801

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$275,352TotalRevenueColumnAmt
Exclusion$275,352ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$699,349OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$268,454,382TotalRevenueColumnAmt
Related Or Exempt Func Income$114,883,707RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$2,725,246UnrelatedBusinessRevenueAmt
Exclusion$134,406,438ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$45,354,763TotalAmt
Program Services$45,354,763ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$4,378,870TotalAmt
Program Services$4,378,870ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,656,981TotalAmt
Program Services$1,926,391ProgramServicesAmt
Management And General$2,253,632ManagementAndGeneralAmt
Fundraising$1,476,958FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$71,475,877TotalAmt
Program Services$65,978,146ProgramServicesAmt
Management And General$907,896ManagementAndGeneralAmt
Fundraising$4,589,835FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$6,422,056TotalAmt
Program Services$5,922,394ProgramServicesAmt
Management And General$60,762ManagementAndGeneralAmt
Fundraising$438,900FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$9,397,970TotalAmt
Program Services$8,185,462ProgramServicesAmt
Management And General$271,775ManagementAndGeneralAmt
Fundraising$940,733FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,974,274TotalAmt
Program Services$5,781,723ProgramServicesAmt
Management And General$130,947ManagementAndGeneralAmt
Fundraising$61,604FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,599,600TotalAmt
Program Services$1,439,618ProgramServicesAmt
Management And General$84,236ManagementAndGeneralAmt
Fundraising$75,746FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$625,651TotalAmt
Management And General$626,346ManagementAndGeneralAmt
Fundraising-$695FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$8,009,725TotalAmt
Management And General$8,009,725ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$17,432,987TotalAmt
Program Services$16,260,022ProgramServicesAmt
Management And General$359,282ManagementAndGeneralAmt
Fundraising$813,683FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$389,665TotalAmt
Program Services$275,538ProgramServicesAmt
Management And General$6,750ManagementAndGeneralAmt
Fundraising$107,377FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,148,822TotalAmt
Program Services$9,383,933ProgramServicesAmt
Management And General$166,399ManagementAndGeneralAmt
Fundraising$598,490FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,875,568TotalAmt
Program Services$2,662,435ProgramServicesAmt
Management And General$98,346ManagementAndGeneralAmt
Fundraising$114,787FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$9,283,963TotalAmt
Program Services$9,140,300ProgramServicesAmt
Management And General$76,388ManagementAndGeneralAmt
Fundraising$67,275FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,906,487TotalAmt
Program Services$2,613,738ProgramServicesAmt
Management And General$55,045ManagementAndGeneralAmt
Fundraising$237,704FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$396,315TotalAmt
Program Services$358,914ProgramServicesAmt
Management And General$16,288ManagementAndGeneralAmt
Fundraising$21,113FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$7,657,453TotalAmt
Program Services$7,657,453ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$19,456,711TotalAmt
Program Services$19,456,653ProgramServicesAmt
Management And General$32ManagementAndGeneralAmt
Fundraising$26FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$553,142TotalAmt
Program Services$510,684ProgramServicesAmt
Management And General$23,683ManagementAndGeneralAmt
Fundraising$18,775FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
ANNUITY DISTRIBUTION PAYOUT$5,374,340$5,374,340
FEDERAL EXCISE TAX$3,068,109$3,068,109
FOOD SUPPLIES$2,710,268$2,710,268
OTHER STUDENT PAYMENTS$1,823,654$1,823,654

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,011,340TotalAmt
Program Services$1,263,885ProgramServicesAmt
Management And General$19ManagementAndGeneralAmt
Fundraising$1,747,436FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$245,984,591TotalAmt
Program Services$218,459,184ProgramServicesAmt
Management And General$16,215,660ManagementAndGeneralAmt
Fundraising$11,309,747FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$69,642,765BOYAmt
EOY$161,030,930EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$40,213,475BOYAmt
EOY$32,386,559EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,424,970BOYAmt
EOY$3,602,900EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$1,125,979BOYAmt
EOY$2,548,315EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$79,104BOYAmt
EOY$60,134EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,684,530BOYAmt
EOY$2,063,290EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$657,492,297LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$240,383,510LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$427,351,837BOYAmt
EOY$417,108,787EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$248,579,315BOYAmt
EOY$258,793,891EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,316,229,293BOYAmt
EOY$2,240,284,877EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$36,581,018BOYAmt
EOY$36,466,611EOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

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

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,145,912,286BOYAmt
EOY$3,154,346,294EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$18,827,714BOYAmt
EOY$16,476,651EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,701,169BOYAmt
EOY$5,021,463EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$223,940,201BOYAmt
EOY$221,686,846EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

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$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$65,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$128,384,878BOYAmt
EOY$141,343,432EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$373,853,962BOYAmt
EOY$449,528,392EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,300,804,696BOYAmt
EOY$1,278,942,303EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,471,253,628BOYAmt
EOY$1,425,875,599EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,772,058,324BOYAmt
EOY$2,704,817,902EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,145,912,286BOYAmt
EOY$3,154,346,294EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$22,469,791ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$96,823,730NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$7,113,517OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
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$43,372,815CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,588,413CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,949,904CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$37,199,325CurrentTaxYearMinus1YearAmt
Current Tax Year$21,889,483CurrentTaxYearAmt
Total$158,999,940TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$43,372,815CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,588,413CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,949,904CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$37,199,325CurrentTaxYearMinus1YearAmt
Current Tax Year$21,889,483CurrentTaxYearAmt
Total$158,999,940TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$35,151,124SubstantialContributorsTotAmt
Public Support Total170$123,848,816PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,300,558CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,186,646CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,132,063CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,884,493CurrentTaxYearMinus1YearAmt
Current Tax Year$30,676,395CurrentTaxYearAmt
Total$123,180,155TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$515,073CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$982,036CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$477,839CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$939,208CurrentTaxYearMinus1YearAmt
Current Tax Year$699,349CurrentTaxYearAmt
Total$3,613,505TotalAmt
FieldValueIRS element (for citing)
Total Support$285,793,600TotalSupportAmt
Gross Receipts Rltd Activities$556,862,512GrossReceiptsRltdActivitiesAmt
Public Support CY1700.43335PublicSupportCY170Pct
Public Support PY1700.45651PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$2,464OtherActivitiesAmt
Total Lobbying Expenditures$2,464TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceOTHER LOBBYING ACTIVITIESFormAndLineReferenceDesc
ExplanationFORM 990, SCHEDULE C, PART II-B, LINE 1(I) THE ORGANIZATION PAID MEMBERSHIP DUES OF $4,906 TO THE NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS (NACUBO), $10,269 IN DUES TO THE ASSOCIATION OF INDEPENDENT CALIFORNIA COLLEGE AND UNIVERSITIES (AICCU), $3,436 IN DUES TO THE AMERICAN COUNCIL ON EDUCATION, $5,715 IN DUES TO COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES (CUPA-HR), $2,077 TO THE NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS (NASFAA), $1,230 TO THE NATIONAL ASSOCIATION OF COLLEGE ADMISSIONS COUNSELING (NACAC), $63,737 TO THE MASSACHUSETTS INSTITUTE OF TECHNOLOGY AND $16,671 IN DUES TO THE NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES(NAICU), WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. OF THESE AMOUNTS, $2,464 IS ATTRIBUTABLE TO LOBBY RELATED EXPENSES FOR HIGHER EDUCATION ISSUES.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
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 LiabfalseInclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,321,097,295BeginningYearBalanceAmt
Contributions$11,385,079ContributionsAmt
Investment Earnings Or Losses$21,844,701InvestmentEarningsOrLossesAmt
Grants Or Scholarships$49,733,633GrantsOrScholarshipsAmt
Other Expenditures$42,036,355OtherExpendituresAmt
Administrative Expenses$8,009,725AdministrativeExpensesAmt
End Year Balance$2,254,547,362EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,273,708,092BeginningYearBalanceAmt
Contributions$6,105,044ContributionsAmt
Investment Earnings Or Losses$138,213,928InvestmentEarningsOrLossesAmt
Grants Or Scholarships$46,910,069GrantsOrScholarshipsAmt
Other Expenditures$43,761,141OtherExpendituresAmt
Administrative Expenses$6,258,559AdministrativeExpensesAmt
End Year Balance$2,321,097,295EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,165,209,130BeginningYearBalanceAmt
Contributions$21,021,215ContributionsAmt
Investment Earnings Or Losses$180,783,841InvestmentEarningsOrLossesAmt
Grants Or Scholarships$47,267,799GrantsOrScholarshipsAmt
Other Expenditures$39,899,989OtherExpendituresAmt
Administrative Expenses$6,138,942AdministrativeExpensesAmt
End Year Balance$2,273,707,456EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,984,930,636BeginningYearBalanceAmt
Contributions$14,166,379ContributionsAmt
Investment Earnings Or Losses$260,729,229InvestmentEarningsOrLossesAmt
Grants Or Scholarships$42,012,074GrantsOrScholarshipsAmt
Other Expenditures$47,192,095OtherExpendituresAmt
Administrative Expenses$5,412,945AdministrativeExpensesAmt
End Year Balance$2,165,209,130EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,098,703,679BeginningYearBalanceAmt
Contributions$30,394,700ContributionsAmt
Investment Earnings Or Losses-$61,712,701InvestmentEarningsOrLossesAmt
Grants Or Scholarships$38,481,044GrantsOrScholarshipsAmt
Other Expenditures$39,127,776OtherExpendituresAmt
Administrative Expenses$4,846,222AdministrativeExpensesAmt
End Year Balance$1,984,930,636EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.42807BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.57193PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$24,327,352OtherCostOrOtherBasisAmt
Book Value$24,327,352BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$587,815,457OtherCostOrOtherBasisAmt
Depreciation$210,969,324DepreciationAmt
Book Value$376,846,133BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$31,527,866OtherCostOrOtherBasisAmt
Depreciation$17,856,396DepreciationAmt
Book Value$13,671,470BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,821,622OtherCostOrOtherBasisAmt
Depreciation$11,557,790DepreciationAmt
Book Value$2,263,832BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$417,108,787TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (9 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
US EQUITY$353,848,631F
NON US EQUITY$242,618,207F
EMERGING MARKETS$181,217,745F
FIXED INCOME$312,199,579F
VENTURE CAPITAL$411,340,494F
PRIVATE EQUITY$116,715,856F
ABSOLUTE RETURN$457,030,887F
REAL ASSETS$148,785,362F
OTHER$16,528,116F
FieldValueIRS element (for citing)
Total Book Value Securities$2,240,284,877TotalBookValueSecuritiesAmt
Federal Income Tax Liability$2,100,000FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
LIFE INCOME ANNUITIES PAYABLE$119,299,497
FUNDS HELD IN TRUST FOR OTHERS$14,846,333
GOV'T STUDENT LOAN ADVANCES$1,168,827
ASSET RETIREMENT LIABILITY$1,766,823
AGENCY FUNDS PAYABLE$571,890
VOLUNTARY DISABILITY INSURANCE$1,590,062
FieldValueIRS element (for citing)
Total Liability$141,343,432TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$111,560,427TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$96,823,730NetUnrealizedGainsInvstAmt
Other Revenue$7,644,994OtherRevenueAmt
Revenue Not Reported-$89,178,736RevenueNotReportedAmt
Revenue Subtotal$200,739,163RevenueSubtotalAmt
Investment Expenses Not Incld$8,009,725InvestmentExpensesNotIncldAmt
Other Revenues Not Included$59,705,494OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$67,715,219RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$268,454,382TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$178,800,849TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$531,477OtherExpensesIncludedAmt
Expenses Not Reported$531,477ExpensesNotReportedAmt
Expenses Subtotal$178,269,372ExpensesSubtotalAmt
Investment Expenses Not Incld2$8,009,725InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$59,705,494OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$67,715,219ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$245,984,591TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
MAINTAINING COLLECTIONS OF ART, HISTORICAL TREASURES, OROTHER SIMILAR ASSETS HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH FORM 990, SCHEDULE D, PART III, LINE 1A THE COLLECTION, WHICH WAS ACQUIRED THROUGH PURCHASE AND CONTRIBUTIONS SINCE THE COLLEGES INCEPTION, IS NOT RECOGNIZED AS AN ASSET ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE ASSETS USE TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES.
DESCRIPTION OF ORGANIZATION'S COLLECTIONSFORM 990, SCHEDULE D, PART III, LINE 4 THE FINE ART COLLECTIONS OF POMONA COLLEGE ARE HOUSED IN THE BENTON MUSEUM OF ART, A TEACHING MUSEUM AND A COLLECTING INSTITUTION. LOCATED IN A NEW FACILITY THAT OPENED IN 2020, AMONG ITS IMPORTANT HOLDINGS OF OVER 15,000 OBJECTS ARE SUCH HIGHLIGHTS AS THE KRESS COLLECTION OF 15TH- AND 16TH- CENTURY ITALIAN PANEL PAINTINGS; OVER 6,000 EXAMPLES OF PRE-COLUMBIAN TO 20TH-CENTURY AMERICAN INDIAN ART AND ARTIFACTS, INCLUDING BASKETRY, CERAMICS, AND BEADWORK; A SIGNIFICANT COLLECTION OF AMERICAN AND EUROPEAN PRINTS, DRAWINGS, AND PHOTOGRAPHS; AND A GROWING COLLECTION OF CONTEMPORARY ART WITH AN EMPHASIS ON SOUTHERN CALIFORNIA. IN ADDITION TO SERVING AS THE BASIS FOR CHANGING EXHIBITIONS, THE COLLECTIONS, WHICH ARE ALWAYS AVAILABLE FOR INDIVIDUAL STUDY AND RESEARCH, ARE USED IN CLASSES. THE BENTON MUSEUM OF ART IS THE SITE OF AN ACTIVE PROGRAM OF TEMPORARY EXHIBITIONS THROUGHOUT THE ACADEMIC YEAR. THESE INCLUDE HISTORICAL AND CONTEMPORARY EXHIBITIONS DESIGNED TO COMPLEMENT THE COLLEGES CURRICULA AND TO EXPOSE STUDENTS TO AS WIDE A VARIETY OF WORKS OF ART AS POSSIBLE. ALL EXHIBITIONS AND PROGRAMS ARE FREE AND OPEN TO THE PUBLIC. EXHIBITIONS ARE ACCOMPANIED BY PUBLIC RECEPTIONS AND INCLUDE LECTURES AND RELATED PROGRAMS FOR THE COLLEGE AND LOCAL COMMUNITY.
INTENDED USE OF ENDOWMENT FUNDSFORM 990, SCHEDULE D, PART V, LINE 4 THE COLLEGES ENDOWMENT CONSISTS OF APPROXIMATELY 1,700 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING BOTH DONOR-RESTRICTED ENDOWMENT FUNDS, AND THOSE DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THE COLLEGE HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR 4.5% TO 5.5% OF ITS ENDOWMENT FUNDS' AVERAGE FAIR VALUE OVER THE PRIOR 20 QUARTERS THROUGH THE JUNE 30TH OF THE PRECEDING FISCAL YEAR IN WHICH THE DISTRIBUTION IS PLANNED. THESE FUNDS ARE USED TO FURTHER THE EDUCATIONAL MISSION OF THE COLLEGE.
REVENUE REPORTED ON FINANCIALS, NOT REPORTED ON FORM 990FORM 990, SCHEDULE D, PART XI, LINE 2D CHANGES IN ACTUARIALLY DETERMINED GIFT LIABILITIES $ 9,989,859 RENTAL EXPENSES REPORTED NET OF REVENUE ON FORM 990 $ 531,477 ANNUITY AND LIFE INCOME FUNDS ADJUSTMENTS ($ 2,876,342) --------------- Total: $7,644,994
REVENUE REPORTED GROSS ON FORM 990, REPORTED NET ON FINANCIALSFORM 990, SCHEDULE D, PART XI, LINE 4B INVESTMENT INCOME REPORTED GROSS ON FORM 990 $ 3,068,109 FINANCIAL AID REPORTED GROSS OF TUITION ON FORM 990 $49,733,633 CHARITABLE GIFT ANNUITY PAYMENTS RECLASSED AS EXPENSE $ 5,374,340 NON CASH CONTRIBUTIONS TAX GROSS-UP $ 1,529,412 -------------- Total: $59,705,494
EXPENSES REPORTED NET ON FORM 990, REPORTED GROSS ON FINANCIALSFORM 990, SCHEDULE D, PART XII, LINE 2D RENTAL EXPENSES REPORTED NET OF REVENUE ON FORM 990 $531,477
EXPENSES REPORTED NET ON FINANCIALS, REPORTED GROSS ON FORM 990FORM 990, SCHEDULE D, PART XII, LINE 4B EXCISE TAX REPORTED GROSS ON FORM 990 $ 3,068,109 FINANCIAL AID REPORTED GROSS OF TUITION ON FORM 990 $49,733,633 CHARITABLE GIFT ANNUITY PAYMENTS RECLASSED AS EXPENSE $ 5,374,340 NON CASH CONTRIBUTIONS TAX GROSS-UP $ 1,529,412 -------------- TOTAL: $59,705,494

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
DISCLOSURE FOR SOLICITATIONFORM 990, SCHEDULE E, LINE 3 ALL BROCHURES AND CATALOGS SENT TO THE GENERAL PUBLIC CONTAIN THE COLLEGE'S NONDISCRIMINATORY POLICY. THESE BROCHURES AND CATALOGS ARE AVAILABLE ON CAMPUS FOR INSPECTION.
DISCLOSURE FOR GRANTS RECEIVED FROM GOVERNMENT AGENCIESFORM 990, SCHEDULE E, PART I, LINE 6A POMONA COLLEGE IS AWARDED GRANTS FROM GOVERNMENT AGENCIES, SUCH AS THE DEPARTMENT OF EDUCATION, AND THE CALIFORNIA STUDENT AID COMMISSION, TO PROVIDE FINANCIAL AID TO STUDENTS.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (31 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Sub-Saharan AfricaGrantmakingFINANCIAL AID$342,368
East Asia and the PacificGrantmakingFINANCIAL AID$2,181,650
Central America and the CaribbeanGrantmakingFINANCIAL AID$36,338
Europe (Including Iceland and Greenland)GrantmakingFINANCIAL AID$1,617,933
Middle East and North AfricaGrantmakingFINANCIAL AID$60,234
Russia and the Newly Independent StatesGrantmakingFINANCIAL AID$73,944
South AmericaGrantmakingFINANCIAL AID$61,591
South AsiaGrantmakingFINANCIAL AID$4,812
Sub-Saharan AfricaProgram ServicesSTUDY ABROAD DIR EXP$275,297
South AsiaProgram ServicesSTUDY ABROAD DIR EXP$64,904
East Asia and the PacificProgram ServicesSTUDY ABROAD DIR EXP$834,101
Central America and the CaribbeanProgram ServicesSTUDY ABROAD DIR EXP$187,036
Europe (Including Iceland and Greenland)Program ServicesSTUDY ABROAD DIR EXP$2,658,088
Middle East and North AfricaProgram ServicesSTUDY ABROAD DIR EXP$126,788
South AmericaProgram ServicesSTUDY ABROAD DIR EXP$157,373
Russia and the Newly Independent StatesProgram ServicesSTUDY ABROAD DIR EXP$60,675
Sub-Saharan AfricaProgram ServicesSTUDY ABROAD OTHER EXP$40,660
East Asia and the PacificProgram ServicesSTUDY ABROAD OTHER EXP$98,778
Central America and the CaribbeanProgram ServicesSTUDY ABROAD OTHER EXP$54,053
Europe (Including Iceland and Greenland)Program ServicesSTUDY ABROAD OTHER EXP$447,262
Middle East and North AfricaProgram ServicesSTUDY ABROAD OTHER EXP$2,100
Russia and the Newly Independent StatesProgram ServicesSTUDY ABROAD OTHER EXP$1,494
South AmericaProgram ServicesSTUDY ABROAD OTHER EXP$28,008
South AsiaProgram ServicesSTUDY ABROAD OTHER EXP$19,654
Central America and the CaribbeanInvestments$299,985,509
East Asia and the PacificInvestments$2,664,381
Europe (Including Iceland and Greenland)Investments$33,144,456
North AmericaInvestments$11,197,036
South AsiaInvestments$1,249,441
Russia and the Newly Independent StatesInvestments$1,119,680
Middle East and North AfricaInvestments$485,082
FieldValueIRS element (for citing)
Subtotal Spent$8,783,792SubtotalSpentAmt
Continuation Spent$350,496,934ContinuationSpentAmt
Total Spent$359,280,726TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
FINANCIAL AIDSub-Saharan Africa13$342,368CreditN/AN/A
FINANCIAL AIDEast Asia and the Pacific80$2,181,650CreditN/AN/A
FINANCIAL AIDCentral America and the Caribbean3$36,338CreditN/AN/A
FINANCIAL AIDEurope (Including Iceland and Greenland)78$1,617,933CreditN/AN/A
FINANCIAL AIDMiddle East and North Africa3$60,234CreditN/AN/A
FINANCIAL AIDRussia and the Newly Independent States2$73,944CreditN/AN/A
FINANCIAL AIDSouth America3$61,951CreditN/AN/A
FINANCIAL AIDSouth Asia1$4,812CreditN/AN/A
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 CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PROCEDURES FOR MONITORING USE OF GRANTSFORM 990, SCHEDULE F, PART I, LINE 2 THE FINANCIAL AID PROVIDED BY THE COLLEGE FUNDS THE PROGRAM TUITION, ROOM AND BOARD (WHEN APPLICABLE), WHICH IS CREDITED DIRECTLY TO THE STUDENT ACCOUNT. THE STUDENT HAS NO DIRECT ACCESS TO THE PROGRAM FUNDS, THEREFORE, NO ADDITIONAL MONITORING OF THE USE OF FUNDS IS NECESSARY.
ACCOUNTING BASISFORM 990, SCHEDULE F, PART I, LINE 3(F) ACCOUNTING BASIS FOR EXPENDITURES REPORTED IN COLUMN (F) ARE IN U.S. DOLLARS USING THE ACCRUAL BASIS OF ACCOUNTING.
NUMBER OF RECIPIENTSFORM 990, SCHEDULE F, PART III, COLUMN (C) THE NUMBER OF RECIPIENTS REPORTED IN COLUMN (C) IS DETERMINED BY REVIEWING THE EXACT NUMBER OF STUDENTS WHO RECEIVE AID FROM THAT REGION.
ACCOUNTING BASISFORM 990, SCHEDULE F, PART III, COLUMN (D) ACCOUNTING BASIS FOR CASH GRANTS REPORTED IN COLUMN (D) ARE IN U.S. DOLLARS USING THE ACCRUAL BASIS OF ACCOUNTING.

Schedule I IRS990ScheduleI

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

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
INST.AID & GRANTS TO STUDENTS OF POMONA COLLEGE983$44,789,168N/AN/A
OTHER GRANTS & OTHER STUDENT ASSISTANCE511$565,595N/AN/A

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePROCEDURES FOR MONITORING GRANT FUNDSFormAndLineReferenceDesc
ExplanationFORM 990, SCHEDULE I, PART I, LINE 2 ADMISSION TO POMONA COLLEGE IS ON A NEED BLIND BASIS. THIS POLICY IS MAINTAINED TO ACCOMPLISH DIVERSIFICATION OF THE STUDENT BODY REGARDLESS OF THE FINANCIAL STATUS OF THE APPLICANTS. A PERMANENT FILE OF ALL STUDENTS WHO ARE RECIPIENTS OF SCHOLARSHIPS AND GRANTS IS MAINTAINED IN THE FINANCIAL AID OFFICE OF POMONA COLLEGE. AN ACCOUNTING SYSTEM TRACKS ALL AWARDS TO INDIVIDUAL STUDENTS FOR TUITION AND OTHER COSTS OF ATTENDING THE COLLEGE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (23 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtDeferred 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 OrgsCompReportPrior990RltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmount
AUDREY BILGER
FORMER VP DEAN OF COLLEGE$134,743$29,236$17,601$0$52,507$0$234,087$0$0$0
PAMELA BESNARD
FORMER VP OF ADVANCEMENT$94,065$26,625$12,057$0$4,681$0$137,428$0$0$0$0
AVIS HINKSON
VP & DEAN STUDENTS$324,109$0$30,942$0$7,762$0$362,813$0$0$0
CHRISTINA CIAMBRIELLO
BD SEC/PRES AST$160,027$18,504$18,657$0$9,600$0$206,788$0$0$0
SETH ALLEN
VP STRATEGY/DEAN ADM & FIN AID$312,985$44,000$30,942$0$15,142$0$403,069$0$0$0
DANA WOOD
ASST TREASURER$119,714$25,000$14,938$0$13,903$0$173,555$0$0$0
DAVID WALLACE
ASST TREASURER/CIO$263,272$0$29,391$0$20,266$0$312,929$0$0$0
GABI STARR
PRESIDENT$627,696$19,000$30,942$0$78,970$0$756,608$0$0$0
JANIS MOORMANN
ASST TREASURER$122,817$13,672$13,795$0$6,909$0$157,193$0$0$0
KAREN SISSON
VP TREASURER$296,356$88,275$30,942$0$22,863$0$438,436$0$0$0
MIRIAM FELDBLUM
VP & DEAN STUD (THRU 12/31/19)$24,154$234,000$0$0$0$0$258,154$0$0$0
ROBERT GAINES
VP DEAN COLLEGE (AS OF 8/1/19)$192,778$19,000$22,873$0$7,680$0$242,331$0$0$0$0
ROBIN TROZPEK
INT VP OF ADV (THRU 5/1/20)$221,884$19,000$26,868$0$18,013$0$285,765$0$0$0
MARYLOU FERRY
FORMER VP OF COMMUNICATIONS$36,750$184,002$7,026$0$111$0$227,889$0$0$0
MARK KENDALL
INT VP OF COMM$114,158$18,565$14,096$0$22,342$0$169,161$0$0$0
MARY LOU WOODS
ASST VP/ASSOC TREAS$205,872$19,000$24,398$0$7,796$0$257,066$0$0$0
ROBERT ROBINSON
ASST VP OF FACILITIES$221,690$0$24,716$0$22,769$0$269,175$0$0$0
WILLIAM MORSE
Chief Information Officer$241,727$0$26,620$0$14,140$0$282,487$0$0$0
BRENDA RUSHFORTH
AVP HUMAN RESOURCES$188,118$25,000$23,282$0$15,553$0$251,953$0$0$0
CHAR MILLER
PROFESSOR$189,262$25,000$23,237$0$13,704$0$251,203$0$0$0
ELEANOR BROWN
PROFESSOR$192,644$44,000$25,799$0$6,908$0$269,351$0$0$0
GARY SMITH
PROFESSOR$281,575$0$30,942$0$22,946$0$335,463$0$0$0
PIERRE ENGLEBERT
PROFESSOR$210,245$11,458$24,766$0$22,097$0$268,566$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USEFORM 990, SCHEDULE J, PART I, LINE 1A PER THE EMPLOYMENT CONTRACTS FOR THE PRESIDENT, VICE PRESIDENT/DEAN OF THE COLLEGE AND DEAN OF STUDENTS, RESIDENCE ON-CAMPUS IS PROVIDED FOR THE CONVENIENCE OF THE EMPLOYER. HOUSING FOR THESE LISTED PERSONS IS LOCATED ON THE CAMPUS AND IS REQUIRED AS A CONDITION OF THEIR EMPLOYMENT; THUS IS NOT TREATED AS TAXABLE COMPENSATION. PARTS OF THE FACILITIES ARE CARED FOR BY COLLEGE STAFF TO ENSURE READINESS FOR COLLEGE RELATED EVENTS.
HEALTH OR SOCIAL CLUB DUES OR INITIATION FEESFORM 990, SCHEDULE J, PART I, LINE 1A THE BOARD OF THE COLLEGE REQUIRES THE PRESIDENT TO BE A MEMBER OF A LOCAL CLUB SO THAT BUSINESS MEETINGS MAY BE HELD THERE. THERE IS NO PERSONAL USE OF THE MEMBERSHIP BY THE PRESIDENT; THUS NO PART OF THE DUES OR INITIATION FEES ARE TREATED AS TAXABLE COMPENSATION. PERSONAL SERVICES FORM 990, SCHEDULE J, PART I, LINE 1A PER THE EMPLOYMENT CONTRACT WITH G. GABRIELLE STARR, THE COLLEGE PROVIDES UP TO 40 HOURS PER WEEK OF PRIVATE CHILDCARE WHILE THE CHILDREN ARE MINORS. THIS BENEFIT IS TREATED AS TAXABLE COMPENSATION TO THE EMPLOYEE.
SEVERANCE PAYMENTSFORM 990, SCHEDULE J, PART I, LINE 4A PURSUANT TO THE TERMS OF A SEPARATION AGREEMENT, MIRIAM FELDBLUM RECEIVED A SEVERANCE PAYMENT OF $234,000, WHICH IS BASED ON 12 MONTHS OF ACTUAL COMPENSATION. PURSUANT TO THE TERMS OF A SEPARATION AGREEMENT, MARYLOU FERRY RECEIVED A SEVERANCE PAYMENT OF $150,400, WHICH IS BASED ON 8 MONTHS OF ACTUAL COMPENSATION.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
A521705592130175W992005-02-04$41,879,739CAMPUS FAC, ISS. COST & REFUNDINGfalsefalsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
B521705592130178NN22008-06-26$59,475,000EDUC FAC & COSTS OF ISS. OF BONDYes (true)falsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
C521705592130178SE72009-04-20$62,290,000EDUC FAC & PARTIAL REFUNDINGYes (true)falsefalse
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
D521705592130178B882011-07-12$7,914,174REFUNDING OF REMAINING 2001 BONDSfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 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$29,355,000$0$42,565,205$0$0$0$576,345$0$0$25,785,275$16,203,585$02008falseYes (true)Yes (true)Yes (true)
B$0$59,475,000$64,248,356$0$0$0$739,587$0$0$63,508,769$0$02011falsefalseYes (true)Yes (true)
C$0$62,290,000$67,960,259$0$0$0$888,077$0$0$0$67,072,182$02011Yes (true)Yes (true)Yes (true)Yes (true)
D$7,310,000$0$8,034,728$0$0$0$158,283$0$0$0$7,876,445$02011falseYes (true)Yes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0falsefalsefalseYes (true)
Bfalsefalsefalsefalse0falsefalsefalseYes (true)
Cfalsefalsefalsefalse0falsefalsefalseYes (true)
Dfalsefalsefalsefalse0falsefalsefalseYes (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 GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalsefalsefalseYes (true)falsefalseYes (true)AIG0.038Yes (true)Yes (true)Yes (true)
0
BYes (true)falsefalseYes (true)FSA0.032Yes (true)falseYes (true)
0
CfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
DfalsefalseYes (true)falsefalsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, ROW A, COLUMN (F)$16,203,586 OF THE PROCEEDS OF THE 2005A BONDS WERE USED TO ADVANCE REFUND $14,870,000 IN PRINCIPAL OF BONDS WITH ORIGINAL DATE OF ISSUANCE OF 2/3/1999.
PART I, ROW C, COLUMN (F)$5,987,106 OF THE PROCEEDS OF THE 2009 BONDS WERE USED TO ADVANCE REFUND $5,825,000 IN PRINCIPAL OF BONDS WITH ORIGINAL DATE OF ISSUANCE OF 2/3/1999. $27,048,890 OF THE PROCEEDS OF THE 2009 BONDS WERE USED TO ADVANCE REFUND $27,040,000 IN PRINCIPAL OF BONDS WITH ORIGINAL DATE OF ISSUANCE OF 2/10/2005. $34,036,186 OF THE PROCEEDS OF THE 2009 BONDS WERE USED TO ADVANCE REFUND $34,025,000 IN PRINCIPAL OF BONDS WITH ORIGINAL DATE OF ISSUANCE OF 6/19/2008.
PART I, ROW D, COLUMN (F)$7,740,674 OF THE PROCEEDS OF THE 2011 BONDS WERE USED TO ADVANCE REFUND $7,700,000 IN PRINCIPAL OF BONDS WITH ORIGINAL DATE OF ISSUANCE OF 11/8/2001. PART I, ROW B, COLUMN (F) $127,698,726 OF THE PROCEEDS OF THE 2017 BONDS WERE USED TO REFUND EXISTING DEBT. $67,790,550 WAS USED TO CURRENTLY REFUND BONDS ISSUED ON JUNE 6, 2008. $59,908,176 WAS USED, ALONG WITH A CASH CONTRIBUTION PROVIDED BY THE COLLEGE, TO ADVANCE REFUND BONDS ISSUED ON APRIL 2, 2009.
PART II, ROW 3, COLUMN (A THRU D)THE DIFFERENCE BETWEEN THE ISSUE PRICE LISTED IN PART I, COLUMN (E) IS DUE TO INTEREST EARNINGS ON BOND PROCEEDS.PART II, ROW 3, COLUMN B
PART IV, LINE 2C, COLUMN (A)THE LAST REBATE CALCULATIONS FOR 2005A BONDS WERE PERFORMED AS OF 2/24/2010.
PART IV, LINE 2C, COLUMN (C)THE LAST REBATE CALCULATIONS FOR 2009A BONDS WERE PERFORMED AS OF 3/31/2011.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingIndCUSIPCUSIPNum
CALIFORNIA MUNICIPAL FINANCE AUTHORITY
A2015634662014-06-26$24,937,500NEW CONSTRUCTIONfalsefalsefalse
CALIFORNIA MUNICIPAL FINANCE AUTHORITY
B2015634662017-11-30$154,654,395REFUNDING AND NEW CONSTRUCTIONfalsefalsefalse13048T8B2

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$1,301,546$0$24,937,500$0$0$0$0$0$0$14,000,000$0$10,937,5002015falsefalseYes (true)Yes (true)
B$0$0$154,654,395$0$0$57,804,580$929,737$0$0$26,025,932$69,894,146$0Yes (true)Yes (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 AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0falsefalsefalseYes (true)
Bfalsefalsefalsefalse0falsefalsefalseYes (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 GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)
0
BfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

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

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (6 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
ROBERT ROBINSON
KEY EMPLOYEERELOCATION LOANSYes (X)$555,000$390,248falseYes (true)Yes (true)
GARY KATES
HIGHEST COMP EMPRELOCATION LOANSYes (X)$555,000$387,444falseYes (true)Yes (true)
CHRISTOPHER ALLEN
OFFICERRELOCATION LOANSYes (X)$398,050$303,509falseYes (true)Yes (true)
ROBERT GAINES
KEY EMPLOYEERELOCATION LOANSYes (X)$532,000$371,782falseYes (true)Yes (true)
MARIA WATSON
KEY EMPLOYEERELOCATION LOANSYes (X)$551,000$544,787falseYes (true)Yes (true)
ROBERT GOLDBERG
KEY EMPLOYEERELOCATION LOANSYes (X)$555,000$550,545falseYes (true)Yes (true)
FieldValueIRS element (for citing)
Total Balance Due$2,548,315TotalBalanceDueAmt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution269ContributionCnt
Noncash Contributions Rpt F990$1,056,400NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution89ContributionCnt
Noncash Contributions Rpt F990$3,116,410NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVG MKT DONTN DATEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)RECREATION VOUCHERS3600$63,360RETAIL VALUE
Yes (X)Assigned Income Interest2$407,508APPRAISAL
Yes (X)Hosted Reception, F&B1$2,144RETAIL VALUE
FieldValueIRS element (for citing)
Form8283 Received8Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTEDFORM 990, SCHEDULE M, PART I, COLUMN (B) COLUMN B REFLECTS THE NUMBER OF ITEMS RECEIVED FROM VARIOUS CONTRIBUTORS, EXCEPT IN THE CASE OF SECURITIES, WHICH RELECTS THE NUMBER OF CONTRIBUTORS.
USE OF THIRD PARTIES OR RELATED ORGANIZATIONS FOR NONCASH CONTRIBUTIONSFORM 990, SCHEDULE M, LINE 32B ANY GIFT OF UNNEEDED PERSONAL OR REAL PROPERTY IS SOLD BY PROFESSIONAL REPRESENTATIVES.
TYPES OF PROPERTY RECEIVED FOR NONCASH CONTRIBUTIONSFORM 990, SCHEDULE M, LINE 33 THE COLLEGE FOLLOWS A POLICY TO NOT RECORD OR CAPITALIZE ITS COLLECTIONS. THE COLLEGE'S ART COLLECTIONS CONSIST OF OBJECTS OF HISTORICAL AND AESTHETIC SIGNIFICANCE HELD FOR PUBLIC EXHIBITION AND EDUCATIONAL PURPOSES. ALL WORKS IN THE COLLECTION ARE CATALOGUED, PRESERVED, CARED FOR AND MONITORED ACCORDING TO PROFESSIONAL MUSEUM STANDARDS, AND ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM DE-ACCESSION TO BE USED EXCLUSIVELY FOR ACQUISITION. IF DONOR ACKNOWLEDGEMENTS WERE PROVIDED FOR DONATED ART, THE AMOUNTS FROM THOSE ACKNOWLEDGEMENTS ARE REFLECTED IN COLUMN(C).

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
DESCRIPTION OF ORGANIZATION MISSIONFORM 990, PART III, LINE 1, CONTINUED THAT IS STRONGLY ROOTED IN SOUTHERN CALIFORNIA YET GLOBAL IN ITS ORIENTATION. THROUGH CLOSE TIES AMONG A DIVERSE GROUP OF FACULTY, STAFF AND CLASSMATES, POMONA STUDENTS ARE INSPIRED TO ENGAGE IN THE PROBING INQUIRY AND CREATIVE LEARNING THAT ENABLE THEM TO IDENTIFY AND ADDRESS THEIR INTELLECTUAL PASSIONS. THIS EXPERIENCE WILL CONTINUE TO GUIDE THEIR CONTRIBUTIONS AS THE NEXT GENERATION OF LEADERS, SCHOLARS, ARTISTS AND CITIZENS TO FULFILL THE VISION OF ITS FOUNDERS: TO BEAR THEIR ADDED RICHES IN TRUST FOR ALL. PROGRAM SERVICE Form 990 Part III Line 4a, CONTINUED POMONA GRADUATES NOT ONLY RECEIVE EXCELLENT LIFELONG PREPARATION FOR A WIDE RANGE OF CAREERS, BUT ALSO ARE ENCOURAGED TO DEVELOP THE RATIONAL DISCRIMINATION, AESTHETIC APPRECIATION, COMPASSION AND UNDERSTANDING THAT ONLY KNOWLEDGE CAN FOSTER. IN 2019, NINE POMONA STUDENTS WERE AWARDED FULBRIGHT AWARDS, MAKING POMONA ONE OF THE TOP 10 PRODUCERS OF FULBRIGHT STUDENTS AMONG BACHELOR'S INSTITUTIONS, AS REPORTED BY THE CHRONICLE OF HIGHER EDUCATION IN FEBRUARY 2020. POMONA OFFERS 48 MAJORS IN THE NATURAL SCIENCES, HUMANITIES, SOCIAL SCIENCES FINE ARTS AND INTERDISCIPLINARY FIELDS. ALSO COMMON ARE DOUBLE MAJORS AND INDIVIDUAL SPECIAL MAJORS, CRAFTED BY THE STUDENT WITH GUIDANCE FROM FACULTY. FIRST-YEAR STUDENTS DELVE INTO A CRITICAL INQUIRY SEMINAR TO DEVELOP SKILLS IN CRITICAL THINKING, ANALYSIS AND WRITING. POMONA'S SUMMER UNDERGRADUATE RESEARCH PROGRAM ENABLES STUDENTS TO CONDUCT EXTENDED, FOCUSED RESEARCH IN CLOSE COOPERATION WITH A POMONA FACULTY MEMBER, WITH PROJECTS TAKING PLACE BOTH ON CAMPUS AND IN THE FIELD. THE COLLEGE OFFERS APPROXIMATELY 600 COURSES EACH YEAR, AND STUDENTS ALSO HAVE ACCESS TO NEARLY 2,700 COURSES AT THE CLAREMONT COLLEGES. FORM 990, PART III, LINE 4B, CONTINUED POMONA PROVIDES SELF-OPERATED DINING AND CATERING SERVICES AT THREE DINING HALLS. POMONA'S GOAL IS TO SERVE FOOD THAT IS HEALTHY, FRESH AND DELICIOUS AND THAT IS PRODUCED IN A JUST AND SUSTAINABLE MANNER. THE INSTRUCTIONAL AND EXTRA-CURRICULAR PROGRAMS ARE FURTHER SUPPORTED BY BRIDGES AUDITORIUM, A PERFORMING ARTS CENTER THAT SEATS 2,500, AND SEAVER THEATRE, A COMPREHENSIVE THEATRE COMPLEX FEATURING A 350-SEAT AUDITORIUM AND 100-SEAT EXPERIMENTAL THEATRE SPACE. ATHLETIC FACILITIES INCLUDE A CENTER FOR ATHLETICS, RECREATION AND WELLNESS, THE HALDEMAN AQUATICS CENTER, AND FIELDS FOR SOFTBALL, BASEBALL, TRACK, SOCCER, FOOTBALL, LACROSSE AND MORE. POMONA COLLEGE HAS MADE SIGNIFICANT INVESTMENTS TO MAKE THE CAMPUS MORE SUSTAINABLE, INCLUDING BUILDING THE FIRST LEED-PLATINUM LARGE-SCALE RESIDENCE HALLS IN THE WEST, TO INSTALLING SOLAR ENERGY AND REMOVING IMPERMEABLE SURFACES AND REPLACING THEM WITH DROUGHT RESISTANT LANDSCAPING AND PERMEABLE GROUND COVER. THE COLLEGE HAS PLEDGED TO BE CARBON-NEUTRAL BY 2030 AS PART OF THE AMERICAN COLLEGES AND UNIVERSITIES PRESIDENTS' CLIMATE COMMITMENT (ACUPCC). FORM 990, PART III, LINE 4C, CONTINUED THE COLLEGE ALSO ASSISTS STUDENTS WITH ORIENTATION, REGISTRATION AND ACADEMIC COUNSELING. FROM THEIR FIRST YEAR AT POMONA, STUDENTS CAN TURN TO THE CAREER DEVELOPMENT OFFICE (CDO), WHICH PROVIDES HELP WITH EVERYTHING FROM RESUME WRITING TO MOCK INTERVIEWS. STUDENTS ALSO CAN APPLY FOR THE CDO'S PROGRAM OF SUMMER INTERNSHIPS IN THE U.S. AND ABROAD. THE CLAREMONT COLLEGES' STUDENT HEALTH SERVICE STRESSES PREVENTATIVE MEDICINE AND HEALTH AWARENESS, WHILE MONSOUR COUNSELING AND PSYCHOLOGICAL SERVICES PROVIDE MENTAL HEALTH AND PSYCHOLOGICAL WELLNESS SERVICES. THE INTERFAITH OFFICE OF THE CHAPLAINS DIRECTS THE PROGRAMS OF THE CLAREMONT COLLEGES' MCALISTER CENTER FOR RELIGIOUS ACTIVITIES, ASSISTING STUDENTS IN MAKING CONTACT WITH MEMBERS OF THEIR COMMUNITY OF BELIEF. WORKING CLOSELY WITH STUDENTS, FACULTY AND STAFF, THE DIVISION OF STUDENT AFFAIRS AIMS TO PROVIDE SERVICES, ACTIVITIES, AND RESOURCES THAT SUPPORT THE COLLEGE'S EDUCATIONAL ENTERPRISE AND ENABLE EACH STUDENT TO LEARN, GROW, AND DEVELOP WHILE AT POMONA. FORM 990, PART III, LINE 4D OTHER-PUBLIC SERVICE, INSTITUTIONAL SUPPORT, ACADEMIC SUPPORT: IN ORDER TO FACILITATE OUR PROGRAM OF INSTRUCTION AND RESEARCH, POMONA COLLEGE PROVIDES INSTITUTIONAL SUPPORT THROUGH OUR BUSINESS OFFICE, ALUMNI RELATIONS, INFORMATION TECHNOLOGIES, COMMUNICATIONS, MAJOR GIFTS/GIVING AND STAFF EDUCATIONAL SUPPORT TO KEEP OUR STAFF INFORMED OF NEW AND DEVELOPING WAYS TO ADVANCE OUR PRIMARY MISSION. POMONA'S ACADEMIC SUPPORT RESOURCES OFFER EXPERT PEER INSTRUCTION TO HELP DEVELOP 70,000 PERIODICALS. TEACHING FROM ORIGINAL WORKS OF ART IS CENTRAL TO THE MISSION AT THE POMONA COLLEGE MUSEUM OF ART. THROUGHOUT THE ACADEMIC YEAR THE MUSEUM OFFERS A VARIETY OF EDUCATIONAL PROGRAMS HIGHLIGHTING THE EXHIBITIONS AND COLLECTIONS OF THE MUSEUM AND CONNECTING OUR STUDENTS WITH THE ARTS AND CONCERNS OF OUR TIME. POMONA COLLEGE FACULTY USES THE MUSEUM, ITS EXHIBITIONS, AND ITS COLLECTIONS AS A RESOURCE FOR TEACHING, AND AS A SUBJECT FOR RESEARCH AND WRITING. THE DRAPER CENTER FOR COMMUNITY PARTNERSHIPS IS THE COLLEGE'S MAIN AVENUE FOR FOSTERING MUTUALLY BENEFICIAL EXCHANGES AMONG COMMUNITY MEMBERS, STUDENTS, FACULTY AND STAFF IN ORDER TO SUPPORT EDUCATIONAL OUTREACH INITIATIVES, COMMUNITY-BASED RESEARCH AND LEARNING, AND OTHER COMMUNITY ENGAGEMENT ACTIVITIES. STUDENTS CAN EXPLORE AN ASSORTMENT OF COMMUNITY AND VOLUNTEER OPPORTUNITIES THROUGH THE DRAPER CENTER, INCLUDING COLLABORATIVE THEATRE WITH LOCAL MIDDLE-SCHOOL STUDENTS, FOOD RESCUE FOR LOCAL SHELTERS, EDUCATIONAL OUTREACH, VOLUNTEERING DURING SPRING BREAK AND TAKING CLASSES WITH COMMUNITY COLLABORATION. REVIEW OF FORM 990 FORM 990, PART VI, SECTION B, LINE 11 THE INFORMATIONAL RETURN IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND IS INITIALLY REVIEWED BY THE ASST VICE PRESIDENT/ASSOC TREASURER. AFTER PRELIMINARY REVIEW BY THE ASST VICE PRESIDENT/ASSOC TREASURER, THE RETURN IS REVIEWED AT THE AUDIT COMMITTEE MEETING. THE RETURN IS THEN PROVIDED TO THE FULL BOARD FOR REVIEW PRIOR TO ELECTRONIC FILING.
CONFLICT OF INTERESTFORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES ("THE BOARD") OF POMONA COLLEGE HAS INCORPORATED ITS CODE OF CONDUCT AND CONFLICT OF INTEREST POLICIES INTO ITS BYLAWS. THE AUDIT COMMITTEE ("THE COMMITTEE") OF THE BOARD MONITORS ENFORCEMENT OF AND COMPLIANCE WITH THE CODE AND THE POLICIES, AND REPORTS THE RESULTS THEREOF TO THE BOARD. THE COMMITTEE MONITORS COMPLIANCE BY MEANS OF AN ANNUAL CODE OF CONDUCT QUESTIONNAIRE. IN MAY, THE COLLEGE DISTRIBUTES THE QUESTIONNAIRE TO ALL TRUSTEES, OFFICERS, FACULTY PROGRAM COORDINATORS AND DEPARTMENT CHAIRS AND STAFF AT THE DIRECTOR LEVEL AND ABOVE. THE PRESIDENT'S OFFICE COLLECTS THE COMPLETED QUESTIONNAIRES AND COMPILES THE RESULTS, INCLUDING IDENTIFYING NEGATIVE RESPONSES AND ACCOMPANYING EXPLANATIONS. IN OCTOBER, AN EXECUTIVE SUMMARY OF THE RESULTS ARE PROVIDED TO THE COMMITTEE, AND THE COMMITTEE REPORTS THOSE RESULTS TO THE BOARD. HOWEVER, THROUGHOUT THE ANNUAL QUESTIONNAIRE DISTRIBUTION, COLLECTION AND COMPILATION PROCESS, ANY URGENT AND HERETOFORE UNKNOWN MATTERS IDENTIFIED BY QUESTIONNAIRE RESPONDENTS ARE ESCALATED IMMEDIATELY TO THE APPROPRIATE MEMBERS OF THE BOARD AND MANAGEMENT.
PROCESS OF DETERMINING COMPENSATIONFORM 990, PART VI, SECTION B, LINE 15A and 15B THE COLLEGE HAS IMPLEMENTED PROCEDURES TO FAIRLY COMPENSATE EMPLOYEES OF THE COLLEGE AND PROVIDE AN APPROPRIATE PROCESS FOR SETTING AND APPROVING REASONABLE LEVELS OF COMPENSATION FOR INDIVIDUALS WHO ARE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE COLLEGE, SUCH AS THE PRESIDENT, VP CHIEF INFORMATION OFFICER, TREASURER, DEAN OF FACULTY, DEAN OF STUDENTS, VP DEAN OF ADMISSIONS, VP ADVANCEMENT, ASSISTANT VP FACILITES/CAMPUS SERVICES, ASSISTANT VP/ASSOC TREASURER AND PROFESSORS CONSIDERED AS KEY EMPLOYEES. THESE PROCEDURES PROVIDE FOR REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE CONSISTING OF INDEPENDENT TRUSTEES, USE OF COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE EXECUTIVE COMMITTEE OF THE BOARD, ACTING AS THE COMPENSATION COMMITTEE, UTILIZES BENCHMARK SALARY DATA FROM COMPARABLE HIGHER EDUCATION INSTITUTION GROUPS FOR EXECUTIVE MANAGEMENT POSITIONS. THE INITIAL PROCESS IN DETERMINING COMPENSATION LEVELS CONSISTS OF GATHERING COMPENSATION DATA OF PEER GROUP INSTITUTIONS, WHICH IS AVAILABLE FROM SUBSCRIBED SURVEY DATA SOURCES. THE SALARY MEDIANS OF THE COMPARABLE EDUCATION INSTITUTION GROUPS WILL INFORM THE COMMITTEE AND BE USED AS GUIDES. THE COMMITTEE WILL ALSO REVIEW SALARY IN RELATION TO LOCAL AND NATIONAL INFLATION MEASURES, INDIVIDUAL PERFORMANCE, AS EVIDENCED BY THE ANNUAL WRITTEN PERFORMANCE EVALUATIONS, AND THE INDIVIDUAL'S LENGTH OF SERVICE IN THE POSITION. SALARY INCREASE RECOMMENDATIONS ARE APPROVED BY THIS COMMITTEE DURING THE MAY BOARD OF TRUSTEES REGULAR MEETING. THE MINUTES INCLUDE THE TERMS OF THE TRANSACTIONS AND THE DATE APPROVED, THE MEMBERS OF THE COMMITTEE PRESENT FOR THE DELIBERATIONS AND WHO VOTED, AND THE DESCRIPTION OF THE COMPARABILITY DATA OBTAINED AND HOW IT WAS OBTAINED. THIS PROCESS WAS LAST UNDERTAKEN AND COMPLETED FOR ALL EXECUTIVE POSITIONS IN MAY 2020.
DISCLOSURE OF DOCUMENTSFORM 990, PART VI, SECTION C, LINE 19 THE POLICY OF POMONA COLLEGE IS TO MAKE ITS GOVERNING DOCUMENTS, INCLUDING THE ARTICLES OF INCORPORATION AND BYLAWS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC WHEN REQUESTED.
OTHER CHANGES IN NET ASSETSFORM 990, PART XI, LINE 9 Changes in actuarially determined gift liabilities $ 9,989,859 Annuity and Life Income Funds Released $(2,876,342) ------------ TOTAL $ 7,113,517

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1THE CLAREMONT COLLEGE SERVICESBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 S MILLS AVEAddressLine1Txt
CityCLAREMONTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91711ZIPCd
FieldValueIRS element (for citing)
EIN954786748EIN
Primary ActivitiesSUPPORT UNIVPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status11APublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER TRUST (110)
CRTCANATrustYes (true)
POOLED INCOME FUND (2)
POOLED INTERESTCANATrustYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationYes (true)DivRelatedOrganizationInd
Asset Sale To Other OrgYes (true)AssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHARITABLE REMAINDER TRUSTSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypecTransactionTypeTxt
Involved$9,576,762InvolvedAmt
Method Of Amount DeterminationCASH & STOCKMethodOfAmountDeterminationTxt

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