TRUSTEES OF DARTMOUTH COLLEGE: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF DARTMOUTH COLLEGE (EIN 02-0222111)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-09
- IRS object ID
- 202001919349300145
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-09T12:00:30-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020222111 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Trustees of Dartmouth College | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 6036463011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 Lebanon Street Suite 302 6015 | AddressLine1Txt |
| City | Hanover | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03755 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gail Goodness | PersonNm |
| Person Title | Controller | PersonTitleTxt |
| Signature | 2020-07-09 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Philip Hanlon | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 Lebanon Street Suite 302 6015 | AddressLine1Txt |
| City | Hanover | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03755 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,905,739,926 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 8204 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://home.dartmouth.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1769 | FormationYr |
| Legal Domicile State | NH | LegalDomicileStateCd |
| Activity Or Mission | Dartmouth 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 Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 10407 | TotalEmployeeCnt |
| Total Volunteers | 13700 | TotalVolunteersCnt |
| Total Gross UBI | $32,871,213 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,089,266 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $404,610,910 | PYContributionsGrantsAmt |
| CY Contributions Grants | $402,986,869 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $519,360,557 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $547,727,585 | CYProgramServiceRevenueAmt |
| PY Investment Income | $475,762,086 | PYInvestmentIncomeAmt |
| CY Investment Income | $471,393,114 | CYInvestmentIncomeAmt |
| PY Other Revenue | $35,788,734 | PYOtherRevenueAmt |
| CY Other Revenue | $22,099,786 | CYOtherRevenueAmt |
| PY Total Revenue | $1,435,522,287 | PYTotalRevenueAmt |
| CY Total Revenue | $1,444,207,354 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $175,989,195 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $183,020,241 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $506,824,396 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $519,981,997 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $357,774 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $167,041 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $51,156,390 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $408,248,440 | PYOtherExpensesAmt |
| CY Other Expenses | $425,125,511 | CYOtherExpensesAmt |
| PY Total Expenses | $1,091,419,805 | PYTotalExpensesAmt |
| CY Total Expenses | $1,128,294,790 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $344,102,482 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $315,912,564 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,275,901,513 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,630,388,531 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,832,601,196 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,873,207,279 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,443,300,317 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,757,181,252 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Dartmouth 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 Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $599,529,420 | ExpenseAmt |
| Grant | $169,702,065 | GrantAmt |
| Revenue | $426,300,000 | RevenueAmt |
| Desc | Education 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 940-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 2.2 million printed volumes, 26,000 microform volumes, 89,000 other physical formats, 391,000 network resources and 1.1 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $189,425,820 | ExpenseAmt |
| Grant | $3,498,937 | GrantAmt |
| Revenue | $103,463,248 | RevenueAmt |
| Desc | Campus 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. Approximately 85% of Dartmouth undergraduates live on campus and Dartmouth's diverse dining facilities are 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 350 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $174,427,879 | ExpenseAmt |
| Grant | $9,819,239 | GrantAmt |
| Revenue | $11,746,217 | RevenueAmt |
| Desc | Research & 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 2019, faculty and others engaged in sponsored activity received approximately $210 million in awards from external funding agencies. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $963,383,119 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 2681 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 10407 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | IT | ForeignCountryCd |
| Foreign Country | NZ | ForeignCountryCd |
| Foreign Country | SP | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Foreign Country | GM | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | Yes (true) | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Controller's Office | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6036463011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 Lebanon Street Suite 302 | AddressLine1Txt |
| City | Hanover | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03755 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Philip Hanlon | ||||||||||
| President | 40.0 | 0.0 | Yes (X) | Yes (X) | $1,256,518 | $0 | $247,948 | |||
| Emily Bakemeier | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||||
| Jeffrey Blackburn | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||||
| Gail Koziara Boudreaux | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||||
| William Burgess | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||||
| James Coulter | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||||
| Jeffrey Crowe | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||||
| Eileen Chamberlain Donahoe | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||||
| Gregg Engles | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||||
| Elizabeth Cogan Fascitelli | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||||
| Nathaniel Fick | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||||
| David Hodgson | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||||
| James Jackson | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||||
| S Caroline Kerr | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||||
| Richard Kimball | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||||
| Mitchell Kurz | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||||
| Elizabeth Cahill Lempres | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||||
| Richard Lewis | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||||
| Christopher Lord | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||||
| Elizabeth Mahoney Loughlin | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||||
| Gregory Maffei | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||||
| Laurel Richie | ||||||||||
| Trustee | 5.0 | Yes (X) | $0 | $0 | $0 | |||||
| Carlos Rodriguez-Pastor | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||||
| Erica Ruliffson Schultz | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||||
| Christopher Sununu | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||||
| Benjamin Wilson | ||||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||||
| Richard Mills | ||||||||||
| EVP | 39.9 | 0.1 | Yes (X) | $688,636 | $0 | $39,460 | ||||
| Joseph Helble | ||||||||||
| Provost (from 10/29/2018) | 40.0 | Yes (X) | $526,487 | $0 | $38,632 | |||||
| David Kotz | ||||||||||
| Interim Provost (through 10/28/18) | 40.0 | Yes (X) | $535,897 | $0 | $40,388 | |||||
| Michael Wagner | ||||||||||
| CFO | 39.6 | 0.4 | Yes (X) | $437,371 | $0 | $43,156 | ||||
| Alice Ruth | ||||||||||
| Chief Investment Officer | 40.0 | $2,410,497 | $0 | $31,787 | Yes (X) | |||||
| Elizabeth Smith | ||||||||||
| Dean of Faculty | 40.0 | $467,469 | $0 | $29,303 | Yes (X) | |||||
| Duane Compton | ||||||||||
| Dean, Geisel School of Medicine | 40.0 | $662,409 | $0 | $37,393 | Yes (X) | |||||
| Matthew Slaughter | ||||||||||
| Dean, Tuck School of Business | 40.0 | $820,203 | $0 | $37,241 | Yes (X) | |||||
| Sandhya Iyer | ||||||||||
| General Counsel | 40.0 | $499,074 | $0 | $40,204 | Yes (X) | |||||
| Robert Lasher | ||||||||||
| Sr. Vice President for Advancement | 40.0 | $725,539 | $0 | $29,954 | Yes (X) | |||||
| Steven Moore | ||||||||||
| Interim VP Campus Services | 39.8 | 0.2 | $404,120 | $0 | $29,171 | Yes (X) | ||||
| Frank Roberts | ||||||||||
| Associate VP, FOM | 39.0 | 1.0 | $203,657 | $0 | $27,798 | Yes (X) | ||||
| Kelsey Morgan | ||||||||||
| Deputy Chief Investment Officer | 40.0 | $967,423 | $0 | $36,451 | Yes (X) | |||||
| Alan Green | ||||||||||
| Chair and Professor of Psychology | 40.0 | $693,022 | $0 | $33,151 | Yes (X) | |||||
| Michael Sullivan | ||||||||||
| Managing Director, Investment Office | 40.0 | $829,003 | $0 | $41,397 | Yes (X) | |||||
| Megan Hammond | ||||||||||
| Managing Director, Investment Office (through 05/24/19) | 39.8 | 0.2 | $784,440 | $0 | $44,089 | Yes (X) | ||||
| Steven Leach | ||||||||||
| Director, Norris Cotton Cancer Center | 40.0 | $820,160 | $0 | $38,747 | Yes (X) | |||||
| Michael Mastanduno | ||||||||||
| Former Dean of Faculty | 40.0 | $363,408 | $0 | $39,139 | Yes (X) | |||||
| Wiley Souba | ||||||||||
| Former Dean, Geisel School of Medicine | 40.0 | $385,882 | $0 | $36,429 | Yes (X) | |||||
| Carolyn Dever | ||||||||||
| Former Provost | 40.0 | $845,564 | $0 | $31,818 | Yes (X) | |||||
| Martin Wybourne | ||||||||||
| Former Interim Provost | 40.0 | $393,731 | $0 | $34,543 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $15,720,510 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,008,199 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1013 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Daniel O'Connell's Sons Inc | |||||
| 800 Kelly Way | Holyoke | MA | 01040 | Construction and contracting services | $17,405,453 |
| Engleberth Construction Inc | |||||
| 428 Main Street | Keene | NH | 03431 | Construction and contracting services | $4,593,851 |
| Wilson Architects Inc | |||||
| 374 Congress Street Suite 400 | Boston | MA | 02210 | Architectural services | $3,416,709 |
| Empire Entertainment Inc | |||||
| 100 Crosby Street | New York | NY | 10012 | Event and media production services | $3,330,700 |
| North Branch Construction Inc | |||||
| 76 Old Turnpike Road | Concord | NH | 03301 | Construction and contracting services | $3,202,395 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 159 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $50,553 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $118,854,905 | GovernmentGrantsAmt |
| All Other Contributions | $284,081,411 | AllOtherContributionsAmt |
| Noncash Contributions | $61,680,428 | NoncashContributionsAmt |
| Total Contributions | $402,986,869 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Tuition & Fees | 611600 | $403,778,344 | $403,778,344 | $0 | $0 |
| Auxiliary Service | 611710 | $82,453,111 | $76,607,013 | $5,846,098 | $0 |
| Medical Related | 611600 | $21,968,489 | $21,968,489 | $0 | $0 |
| Other Education Related | 611600 | $14,946,869 | $14,946,869 | $0 | $0 |
| All Other | 611600 | $24,580,772 | $24,251,879 | $328,893 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $547,727,585 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,195,692 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $8,750,127 | UnrelatedBusinessRevenueAmt |
| Exclusion | $48,445,565 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,638,356 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,638,356 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $15,599,613 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,117,483 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,482,130 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,482,130 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $173,260 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,308,870 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,864,553,564 | SecuritiesAmt |
| Other | -$4,546 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,450,351,595 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $414,201,969 | SecuritiesAmt |
| Other | -$4,546 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $414,197,422 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $17,772,835 | UnrelatedBusinessRevenueAmt |
| Exclusion | $396,424,587 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $100,034 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $63,494 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,540 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $36,540 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Split Interest & Other Changes | 525920 | $13,903,978 | $0 | $0 | $13,903,978 |
| Other Revenue | 900099 | $38,782 | $0 | $0 | $38,782 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $13,942,760 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,444,207,354 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $541,552,594 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $32,871,213 | UnrelatedBusinessRevenueAmt |
| Exclusion | $466,796,678 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,822,899 | TotalAmt |
| Program Services | $1,822,899 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,733,926 | TotalAmt |
| Program Services | $177,733,926 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,463,416 | TotalAmt |
| Program Services | $3,463,416 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,416,553 | TotalAmt |
| Program Services | $2,653,012 | ProgramServicesAmt |
| Management And General | $6,923,859 | ManagementAndGeneralAmt |
| Fundraising | $839,682 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,309,956 | TotalAmt |
| Program Services | $1,791,949 | ProgramServicesAmt |
| Management And General | $518,007 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $446,080,856 | TotalAmt |
| Program Services | $369,428,941 | ProgramServicesAmt |
| Management And General | $47,898,542 | ManagementAndGeneralAmt |
| Fundraising | $28,753,373 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,342,438 | TotalAmt |
| Program Services | $22,301,855 | ProgramServicesAmt |
| Management And General | $3,364,059 | ManagementAndGeneralAmt |
| Fundraising | $1,676,524 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,321,117 | TotalAmt |
| Program Services | $6,742,759 | ProgramServicesAmt |
| Management And General | $1,068,640 | ManagementAndGeneralAmt |
| Fundraising | $509,718 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,511,077 | TotalAmt |
| Program Services | $20,664,574 | ProgramServicesAmt |
| Management And General | $3,283,205 | ManagementAndGeneralAmt |
| Fundraising | $1,563,298 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $553,645 | TotalAmt |
| Program Services | $553,645 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,950,568 | TotalAmt |
| Program Services | $1,510,385 | ProgramServicesAmt |
| Management And General | $4,438,613 | ManagementAndGeneralAmt |
| Fundraising | $1,570 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $744,828 | TotalAmt |
| Program Services | $30,920 | ProgramServicesAmt |
| Management And General | $713,908 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,000 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $25,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,041 | TotalAmt |
| Fundraising | $167,041 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,672,704 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,672,704 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,341,364 | TotalAmt |
| Program Services | $86,248,149 | ProgramServicesAmt |
| Management And General | $498,836 | ManagementAndGeneralAmt |
| Fundraising | $7,594,379 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,919,280 | TotalAmt |
| Program Services | $1,625,699 | ProgramServicesAmt |
| Management And General | $129,303 | ManagementAndGeneralAmt |
| Fundraising | $164,278 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,582,614 | TotalAmt |
| Program Services | $16,503,250 | ProgramServicesAmt |
| Management And General | $741,568 | ManagementAndGeneralAmt |
| Fundraising | $2,337,796 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,497,586 | TotalAmt |
| Program Services | $6,987,173 | ProgramServicesAmt |
| Management And General | $9,456,854 | ManagementAndGeneralAmt |
| Fundraising | $1,053,559 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $515,809 | TotalAmt |
| Program Services | $508,283 | ProgramServicesAmt |
| Management And General | $1,083 | ManagementAndGeneralAmt |
| Fundraising | $6,443 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,075,087 | TotalAmt |
| Program Services | $40,152,852 | ProgramServicesAmt |
| Management And General | $4,112,460 | ManagementAndGeneralAmt |
| Fundraising | $809,775 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,156,550 | TotalAmt |
| Program Services | $25,852,044 | ProgramServicesAmt |
| Management And General | $1,411,888 | ManagementAndGeneralAmt |
| Fundraising | $2,892,618 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,169,755 | TotalAmt |
| Program Services | $1,897,574 | ProgramServicesAmt |
| Management And General | $139,794 | ManagementAndGeneralAmt |
| Fundraising | $132,387 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,773,096 | TotalAmt |
| Program Services | $33,471,772 | ProgramServicesAmt |
| Management And General | $2,251,109 | ManagementAndGeneralAmt |
| Fundraising | $50,215 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,593,169 | TotalAmt |
| Program Services | $60,605,936 | ProgramServicesAmt |
| Management And General | $3,592,447 | ManagementAndGeneralAmt |
| Fundraising | $394,786 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,839,798 | TotalAmt |
| Program Services | $653,430 | ProgramServicesAmt |
| Management And General | $1,163,831 | ManagementAndGeneralAmt |
| Fundraising | $22,537 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Purchase for Resale | $18,865,634 | $18,815,561 | $50,073 | $0 |
| Books & Media | $13,714,311 | $13,407,924 | $165,617 | $140,770 |
| UBI Tax Expense | $2,324,050 | $2,809,666 | -$493,328 | $7,712 |
| Other Expenses | $67,810,663 | $45,145,525 | $20,627,209 | $2,037,929 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,128,294,790 | TotalAmt |
| Program Services | $963,383,119 | ProgramServicesAmt |
| Management And General | $113,755,281 | ManagementAndGeneralAmt |
| Fundraising | $51,156,390 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,226,919 | BOYAmt |
| EOY | $5,444,041 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,861,424 | BOYAmt |
| EOY | $288,479,831 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $370,648,355 | BOYAmt |
| EOY | $431,519,372 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,768,671 | BOYAmt |
| EOY | $44,815,764 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,280,551 | BOYAmt |
| EOY | $73,799,072 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,115,851 | BOYAmt |
| EOY | $1,920,757 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,373,304 | BOYAmt |
| EOY | $16,945,867 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,017,381,732 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,023,850,996 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $967,686,538 | BOYAmt |
| EOY | $993,530,736 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,154,739,950 | BOYAmt |
| EOY | $1,169,386,423 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,404,458,326 | BOYAmt |
| EOY | $5,593,362,235 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,558,542 | BOYAmt |
| EOY | $1,242,047 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,183,082 | BOYAmt |
| EOY | $9,942,386 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,275,901,513 | BOYAmt |
| EOY | $8,630,388,531 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,930,569 | BOYAmt |
| EOY | $115,435,483 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,011,394 | BOYAmt |
| EOY | $47,188,676 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $521,744,999 | BOYAmt |
| EOY | $505,324,999 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,637,099 | BOYAmt |
| EOY | $49,790,326 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,698,016 | BOYAmt |
| EOY | $22,997,005 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,000,000 | BOYAmt |
| EOY | $500,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $601,579,119 | BOYAmt |
| EOY | $632,470,790 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,832,601,196 | BOYAmt |
| EOY | $1,873,207,279 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,509,381,721 | BOYAmt |
| EOY | $1,514,996,313 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,384,691,197 | BOYAmt |
| EOY | $3,573,718,740 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,549,227,399 | BOYAmt |
| EOY | $1,668,466,199 | EOYAmt |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,443,300,317 | BOYAmt |
| EOY | $6,757,181,252 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,275,901,513 | BOYAmt |
| EOY | $8,630,388,531 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $315,912,564 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,170,513 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$4,202,142 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $376,972,265 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $389,222,461 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $351,100,124 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $404,610,910 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $402,986,869 | CurrentTaxYearAmt |
| Total | $1,924,892,629 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $376,972,265 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $389,222,461 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $351,100,124 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $404,610,910 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $402,986,869 | CurrentTaxYearAmt |
| Total | $1,924,892,629 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,924,892,629 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $76,467,488 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $79,292,998 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,393,195 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $67,473,272 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,724,667 | CurrentTaxYearAmt |
| Total | $366,351,620 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,132,825 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,170,021 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,089,266 | CurrentTaxYearAmt |
| Total | $49,392,112 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,845,165 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,652,192 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,819,168 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,695,837 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,979,300 | CurrentTaxYearAmt |
| Total | $70,991,662 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,411,628,023 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,567,794,926 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.7982 | PublicSupportCY170Pct |
| Public Support PY170 | 0.7949 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part II, Line 10 Other Income | Other income consists of income from split interest distributions, fundraising events and other miscellaneous income. |
| Schedule A, Part II, Line 10 Other Income | DESCRIPTION - OTHER INCOME, COLUMN A - 1845165.0, COLUMN B - 7652192.0, COLUMN C - 22819168.0, COLUMN D - 24695837.0, COLUMN E - 13979300.0, COLUMN F - 70991662.0; |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | Yes (true) | MailingsMembersInd |
| Mailings Members | $0 | MailingsMembersAmt |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (true) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $25,000 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $14,681 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $39,681 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | Meetings were held with US congressional staff, and a letter was sent to delegation members regarding US immigration policy and practice changes. Dartmouth participated in a consortium of higher education institutions affected by the Tax Cuts and Jobs Act which included sending a letter to legislators offering comments on proposed legislation. Meetings were held with US Senators and Congressional Representatives as well as NH legislators to discuss matters affecting Dartmouth. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 52 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 0 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $16,966,680 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $0 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $13,287,151 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $0 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $54,637,347 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $0 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,494,203,052 | BeginningYearBalanceAmt |
| Contributions | $102,953,449 | ContributionsAmt |
| Investment Earnings Or Losses | $386,849,471 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $55,221,722 | GrantsOrScholarshipsAmt |
| Other Expenditures | $197,462,163 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $5,731,322,087 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,956,494,167 | BeginningYearBalanceAmt |
| Contributions | $183,367,884 | ContributionsAmt |
| Investment Earnings Or Losses | $590,875,248 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $51,914,253 | GrantsOrScholarshipsAmt |
| Other Expenditures | $184,619,994 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $5,494,203,052 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,474,403,649 | BeginningYearBalanceAmt |
| Contributions | $77,116,273 | ContributionsAmt |
| Investment Earnings Or Losses | $630,383,527 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $49,921,282 | GrantsOrScholarshipsAmt |
| Other Expenditures | $175,488,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $4,956,494,167 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,663,491,080 | BeginningYearBalanceAmt |
| Contributions | $119,094,796 | ContributionsAmt |
| Investment Earnings Or Losses | -$99,549,524 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $46,798,620 | GrantsOrScholarshipsAmt |
| Other Expenditures | $161,834,083 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $4,474,403,649 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,468,219,689 | BeginningYearBalanceAmt |
| Contributions | $59,579,814 | ContributionsAmt |
| Investment Earnings Or Losses | $349,916,940 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $47,674,135 | GrantsOrScholarshipsAmt |
| Other Expenditures | $166,551,228 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $4,663,491,080 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.227 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.2667 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.5063 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $20,481,213 | OtherCostOrOtherBasisAmt |
| Book Value | $20,481,213 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,405,353,237 | OtherCostOrOtherBasisAmt |
| Depreciation | $630,181,483 | DepreciationAmt |
| Book Value | $775,171,754 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $377,280,614 | OtherCostOrOtherBasisAmt |
| Depreciation | $299,363,078 | DepreciationAmt |
| Book Value | $77,917,536 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $214,266,668 | OtherCostOrOtherBasisAmt |
| Depreciation | $94,306,435 | DepreciationAmt |
| Book Value | $119,960,233 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $993,530,736 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Private Equity/Venture Capital Limited Partnership | $1,492,901,862 | F |
| Real Estate & Real Asset Limited Partnerships | $768,679,974 | F |
| Other Investments | $1,047,929 | F |
| Fixed Income Securities and Commingled Funds | $74,608,855 | F |
| Global Equity Commingled Funds | $1,862,298,182 | F |
| Hedge Funds | $1,395,515,682 | F |
| Derivatives | -$1,690,249 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,593,362,235 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Mark to Market Liability on Interest Rate Swap Agreements | $185,098,265 |
| Employee Benefit Liabilities | $353,717,244 |
| Conditional Asset Retirement Obligation | $24,018,022 |
| Government Advance, Student Loans | $18,286,319 |
| Other | $51,350,940 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $632,470,790 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 1a Collections of art - financial statement footnote | Dartmouth'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 collections | Collections 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 entreprenurial 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 and 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 agreement | Certain 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 funds | Dartmouth'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 D, Part X, Line 2 FIN 48 (ASC 740) footnote | Dartmouth believes it has taken no significant uncertain tax positions. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | Dartmouth'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 GOVERNMENT | Dartmouth College received federal and state funding in support of its instructional and research programs. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (42 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Antarctica | 0 | 0 | Program Services | Research | $464 |
| Central America and the Caribbean | 0 | 0 | Investments | $1,687,412,873 | |
| Central America and the Caribbean | 0 | 0 | Fundraising | $2,691 | |
| Central America and the Caribbean | 0 | 0 | Program Services | Research | $346,705 |
| Central America and the Caribbean | 0 | 0 | Program Services | Education and educational consulting | $67,448 |
| Central America and the Caribbean | 0 | 0 | Program Services | Study abroad programs | $173,400 |
| Central America and the Caribbean | 0 | 0 | Program Services | Volunteer Services | $7,424 |
| East Asia and the Pacific | 0 | 0 | Investments | $84,253 | |
| East Asia and the Pacific | 0 | 0 | Fundraising | $129,731 | |
| East Asia and the Pacific | 0 | 0 | Program Services | Research | $479,379 |
| East Asia and the Pacific | 0 | 0 | Program Services | Education and Educational Consulting | $1,059,455 |
| East Asia and the Pacific | 0 | 1 | Program Services | Study Abroad Programs | $475,481 |
| East Asia and the Pacific | 0 | 0 | Program Services | Volunteer services | $7,428 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $51,276,937 | |
| Europe (Including Iceland and Greenland) | 0 | 1 | Fundraising | $262,015 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | Research | $1,753,166 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | Education and educational consulting | $1,664,269 |
| Europe (Including Iceland and Greenland) | 0 | 16 | Program Services | Study abroad programs | $3,571,287 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | volunteer services | $7,049 |
| Middle East and North Africa | 0 | 0 | Program Services | Research | $189,505 |
| Middle East and North Africa | 0 | 0 | Program Services | Education and educational consulting | $241,989 |
| Middle East and North Africa | 0 | 0 | Program Services | Study abroad programs | $175,294 |
| North America (Canada & Mexico only) | 0 | 0 | Fundraising | $13,167 | |
| North America (Canada & Mexico only) | 0 | 1 | Program Services | Research | $269,649 |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | Education and educational consulting | $406,945 |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | Study abroad programs | $7,341 |
| Russia and Neighboring States | 0 | 0 | Program Services | Research | $12,897 |
| Russia and Neighboring States | 0 | 0 | Program Services | Study abroad programs | $49,928 |
| Russia and Neighboring States | 0 | 0 | Program Services | Education and educational consulting | $102,615 |
| South America | 0 | 0 | Fundraising | $746 | |
| South America | 0 | 0 | Program Services | Research | $537,129 |
| South America | 0 | 0 | Program Services | Education and educational consulting | $433,930 |
| South America | 0 | 0 | Program Services | Study abroad programs | $722,811 |
| South Asia | 0 | 0 | Fundraising | $1,440 | |
| South Asia | 0 | 0 | Program Services | Research | $57,846 |
| South Asia | 0 | 0 | Program Services | Education and educational consulting | $304,110 |
| South Asia | 0 | 0 | Program Services | Study abroad programs | $1,547 |
| Sub-Saharan Africa | 0 | 0 | Investments | $31,334,844 | |
| Sub-Saharan Africa | 0 | 0 | Fundraising | $429 | |
| Sub-Saharan Africa | 0 | 0 | Program Services | Research | $1,010,580 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Education and educational consulting | $240,240 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Study abroad programs | $352,028 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 2 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 17 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Subtotal Spent | $1,743,538,850 | SubtotalSpentAmt |
| Continuation Spent | $41,709,615 | ContinuationSpentAmt |
| Total Spent | $1,785,248,465 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|---|
| Scholarships/Tuition Remission | Central America and the Caribbean | 5 | $0 | N/A | $91,134 | Student Scholarships | FMV |
| Scholarships/Tuition Remission | East Asia and the Pacific | 27 | $0 | N/A | $452,653 | Student Scholarships | FMV |
| Scholarships/Tuition Remission | Europe (Including Iceland and Greenland) | 140 | $0 | N/A | $2,340,275 | Student Scholarships | FMV |
| Scholarships/Tuition Remission | Middle East and North Africa | 3 | $0 | N/A | $58,586 | Student Scholarships | FMV |
| Scholarships/Tuition Remission | South America | 19 | $0 | N/A | $325,480 | Student Scholarships | FMV |
| Scholarships/Tuition Remission | Sub-Saharan Africa | 12 | $0 | N/A | $195,288 | Student Scholarships | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | Grants 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 FUNDS | Grants 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grenzebach Glier and Associates Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N Michigan Suite 2800 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Provide strategic counsel to the advancement program | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $167,041 | RetainedByContractorAmt |
| Net To Organization | -$167,041 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $167,041 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$167,041 | TotalNetToOrganizationAmt |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Athletics Football | Event1Nm |
| Gross Receipts Event1 | $79,015 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $45,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $34,015 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $15,086 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $4,700 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $12,496 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $10,759 | OtherDirectExpensesEvent1Amt |
| Event2 | Tuck Auctions | Event2Nm |
| Gross Receipts Event2 | $52,179 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $0 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $52,179 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $447 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $1,768 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $706 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $19,393 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $5,553 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $13,840 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $4,625 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $4,850 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $2,526 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $5,531 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $150,587 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $50,553 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $100,034 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $19,711 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $9,997 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $16,790 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $16,996 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $63,494 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $36,540 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (59 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Africa Foundation (USA) | |||||||||||
| PO Box 233 | Friday Harbor | WA | 98250 | 880461880 | 501(c)(3) | $5,685 | $0 | N/A | N/A | Distribution from donor advised fund | |
| African Parks Foundation of America | |||||||||||
| 21 West 46th Street | New York | NY | 10036 | 300241904 | 501(c)(3) | $11,370 | $0 | N/A | N/A | Distribution from donor advised fund | |
| After School Matters Inc | |||||||||||
| 66 E Randolph Street | Chicago | IL | 60601 | 364409182 | 501(c)(3) | $25,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Alliance for School Choice Inc | |||||||||||
| 1020 19th Street NW | Washington | DC | 20036 | 522111508 | 501(c)(3) | $11,370 | $0 | N/A | N/A | Distribution from donor advised fund | Suite 675 |
| Alternative Structures International | |||||||||||
| 86-660 Lualualei Homestread Road | Waianae | HI | 96792 | 990196090 | 501(c)(3) | $25,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| American Academy of Orthopedic Surgeons | |||||||||||
| 9400 W Higgins Road | Rosemont | IL | 60018 | 362110592 | 501(c)(3) | $10,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| American Committee for the Weizmann Institute of Science Inc | |||||||||||
| 633 Third Avenue | New York | NY | 10017 | 131623886 | 501(c)(3) | $25,000 | $0 | N/A | N/A | Distribution from donor advised fund | 20th Floor |
| Amherst College | |||||||||||
| 155 South Pleasant Street | Amherst | MA | 010025000 | 042103542 | 501(c)(3) | $27,000 | $0 | N/A | N/A | Distribution from donor advised fund | 2nd Floor |
| Ariel Education Initiative | |||||||||||
| 200 East Randolph Drive | Chicago | IL | 60601 | 364093845 | 501(c)(3) | $11,370 | $0 | N/A | N/A | Distribution from donor advised fund | Suite 2900 |
| AVA Gallery & Art Center | |||||||||||
| 11 Bank Street | Lebanon | NH | 03766 | 237394706 | 501(c)(3) | $50,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Bard Prison Initiative | |||||||||||
| PO Box 5000 | AnnandaleonHudson | NY | 12504 | 141713034 | 501(c)(3) | $11,370 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Chicago CRED Inc | |||||||||||
| 300 E Randolph Street | Chicago | IL | 60601 | 813130448 | 501(c)(3) | $11,370 | $0 | N/A | N/A | Distribution from donor advised fund | 40th Floor |
| Child Advocates of SW Connecticut | |||||||||||
| 55 Greens Farms Road | Westport | CT | 06880 | 278251886 | 501(c)(3) | $10,000 | $0 | N/A | N/A | Distribution from donor advised fund | Ste 200-6 |
| Childrens Radio Foundation | |||||||||||
| 115 W 30th Street | New York | NY | 10001 | 841711691 | 501(c)(3) | $15,000 | $0 | N/A | N/A | Distribution from donor advised fund | Suite 400 |
| Citizens Climate Education Corp | |||||||||||
| 1330 Orange Ave | Coronado | CA | 92118 | 262948811 | 501(c)(3) | $12,900 | $0 | N/A | N/A | Distribution from donor advised fund | Suite 309 |
| Congregation Emanu-El of Westchester | |||||||||||
| 2125 Westchester Ave East | Rye | NY | 10580 | 136125497 | 501(c)(3) | $12,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Cornerstone Project Inc | |||||||||||
| 100 Cove Road | Stonington | CT | 06378 | 262698020 | 501(c)(3) | $25,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Darien Athletic Foundation Inc | |||||||||||
| 17 Old Kings Highway South | Darien | CT | 06820 | 461788767 | 501(c)(3) | $9,702 | $0 | N/A | N/A | Distribution from donor advised fund | Suite 140 |
| ECAC Hockey | |||||||||||
| 51 S Pearl Street | Albany | NY | 12207 | 043524094 | 501(c)(3) | $12,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Facing History and Ourselves Inc | |||||||||||
| 150 Broadway | New York | NY | 10038 | 042761636 | 501(c)(3) | $136,370 | $0 | N/A | N/A | Distribution from donor advised fund | Suite 2100 |
| Foundation for Contemporary Arts Inc | |||||||||||
| 820 Greenwich Street | New York | NY | 10014 | 131978163 | 501(c)(3) | $100,000 | $0 | N/A | N/A | Distribution from donor advised fund | Fourth Floor |
| Greater Houston Community Foundation | |||||||||||
| 5120 Woodway Drive | Houston | TX | 77056 | 237160400 | 501(c)(3) | $10,000 | $0 | N/A | N/A | Distribution from donor advised fund | 6000 |
| Greenwich Academy | |||||||||||
| 200 N Maple Avenue | Greenwich | CT | 06830 | 060653118 | 501(c)(3) | $52,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Greenwich Country Day School | |||||||||||
| 401 Old Church Road | Greenwich | CT | 06830 | 060646657 | 501(c)(3) | $95,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Heart for Africa Inc | |||||||||||
| PO Box 1308 | Roswell | GA | 30077 | 364509500 | 501(c)(3) | $18,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Hedge Funds Care | |||||||||||
| 330 Seventh Avenue | New York | NY | 10001 | 431959796 | 501(c)(3) | $100,000 | $0 | N/A | N/A | Distribution from donor advised fund | Suite 2B |
| Hildegard Behrens Foundation | |||||||||||
| 276 Riverside Drive | New York | NY | 10025 | 273202407 | 501(c)(3) | $10,000 | $0 | N/A | N/A | Distribution from donor advised fund | Suite 12-F |
| Horace Mann School | |||||||||||
| 231 West 246tj St | Bronx | NY | 10471 | 131740455 | 501(c)(3) | $15,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| HSPVA Freinds | |||||||||||
| 4119 Montrose | Houston | TX | 77006 | 741997921 | 501(c)(3) | $25,000 | $0 | N/A | N/A | Distribution from donor advised fund | Ste 210 |
| Johns Hopkins University School of Medicine | |||||||||||
| 3910 Keswick Road | Baltimore | MD | 21211 | 520595110 | 501(c)(3) | $50,000 | $0 | N/A | N/A | Distribution from donor advised fund | N4327-B |
| Kenner Family Research Fund | |||||||||||
| 39 East 78th Street | New York | NY | 10075 | 473163011 | 501(c)(3) | $25,000 | $0 | N/A | N/A | Distribution from donor advised fund | Suite 501 |
| Lancaster County Conservancy | |||||||||||
| 117 South West End Avenue | Lancaster | PA | 17603 | 237046908 | 501(c)(3) | $50,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Metropolitan Youth Development Education Foundation | |||||||||||
| PO Box 2381 | Oklahoma City | OK | 73101 | 731623255 | 501(c)(3) | $52,490 | $0 | N/A | N/A | Distribution from donor advised fund | |
| National Jewish Health | |||||||||||
| 1400 Jackson Street | Denver | CO | 80206 | 742044647 | 501(c)(3) | $10,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Navy Seal Foundation Inc | |||||||||||
| 1619 D Street | Viginia Beach | VA | 23459 | 311728910 | 501(c)(3) | $11,370 | $0 | N/A | N/A | Distribution from donor advised fund | |
| New York Historical Society | |||||||||||
| 170 Central Park West | New York | NY | 10024 | 131624124 | 501(c)(3) | $25,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Partners in Health | |||||||||||
| 800 Boylston Street | Boston | MA | 02199 | 043567502 | 501(c)(3) | $11,370 | $0 | N/A | N/A | Distribution from donor advised fund | Suite 300 |
| Pennsylvania State University | |||||||||||
| 408 Old Main | University Park | PA | 16802 | 246000376 | 501(c)(3) | $50,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Positive Tracks | |||||||||||
| 35 Main Street | Hanover | NH | 03755 | 455086315 | 501(c)(3) | $7,500 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Pratham USA | |||||||||||
| 9703 Richmond Ave | Houston | TX | 77042 | 760620808 | 501(c)(3) | $21,370 | $0 | N/A | N/A | Distribution from donor advised fund | Suite 102 |
| Proctor Academy | |||||||||||
| PO Box 500 | Andover | NH | 03216 | 020222179 | 501(c)(3) | $37,500 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Saint Peter's Lutheran Church | |||||||||||
| 619 Lexington Avenue | New York | NY | 10022 | 131656685 | 501(c)(3) | $25,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Squash and Education Alliance Inc | |||||||||||
| 555 8th Avenue | New York | NY | 10018 | 204597358 | 501(c)(3) | $11,000 | $0 | N/A | N/A | Distribution from donor advised fund | Suite 1102 |
| St Mark's School | |||||||||||
| 25 Marlboro Road | Southborough | MA | 017721207 | 042103623 | 501(c)(3) | $10,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Storm King Art Center | |||||||||||
| 1 Museum Road | New Windsor | NY | 12553 | 141457573 | 501(c)(3) | $47,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Teach for America Inc | |||||||||||
| 370 James Street | New Haven | CT | 06513 | 133541913 | 501(c)(3) | $25,000 | $0 | N/A | N/A | Distribution from donor advised fund | Suite 404 |
| The Board of Trustees of the Leland Stanford Junior University | |||||||||||
| PO Box 20466 | Stanford | CA | 94309 | 941156365 | 501(c)(3) | $226,820 | $0 | N/A | N/A | Distribution from donor advised fund | |
| The Carley Cunniff - Peter S Dixon MD Foundation | |||||||||||
| PO Box 800 | Essex | CT | 06426 | 900287855 | 501(c)(3) | $11,370 | $0 | N/A | N/A | Distribution from donor advised fund | |
| The Ecolint-American Foundation | |||||||||||
| 5824 Steeplechase Drive | Plano | TX | 75093 | 237056392 | 501(c)(3) | $10,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| The Open Door Shelter Inc | |||||||||||
| 4 Merritt Street | Norwalk | CT | 06854 | 222536909 | 501(c)(3) | $15,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| The Trustees of Columbia University | |||||||||||
| 622 West 113 Street | New York | NY | 10025 | 135598093 | 501(c)(3) | $71,520 | $0 | N/A | N/A | Distribution from donor advised fund | |
| The Winston Churchill Foundation of the United States | |||||||||||
| 600 Madison Ave | New York | NY | 10022 | 046078351 | 501(c)(3) | $50,000 | $0 | N/A | N/A | Distribution from donor advised fund | Suite 1601 |
| Waterside School Inc | |||||||||||
| 770 Pacific Street | Stamford | CT | 06902 | 061609222 | 501(c)(3) | $25,000 | $0 | N/A | N/A | Distribution from donor advised fund | |
| Dartmouth Class of 1953 | |||||||||||
| 38 South Main Street | Hanover | NH | 03755 | 223204720 | 501(c)(3) | $20,000 | $0 | N/A | N/A | Charitable contribution | |
| New Hampshire Humanities Council | |||||||||||
| c/o Jane Pauley | Concord | NH | 03301 | 020317350 | 501(c)(3) | $10,000 | $0 | N/A | N/A | Charitable contribution | 117 Pleasant Street |
| The Hitchcock Foundation | |||||||||||
| c/o Karen Jones | Lebanon | NH | 03756 | 020222139 | 501(c)(3) | $12,500 | $0 | N/A | N/A | Charitable contribution | One Medical Center Drive |
| The Frost Place | |||||||||||
| PO Box 74 | Franconia | NH | 03580 | 264497702 | 501(c)(3) | $6,000 | $0 | N/A | N/A | Charitable contribution | |
| Vital Communities Inc | |||||||||||
| 195 North Main Street | White River Junction | VT | 05001 | 030355283 | 501(c)(3) | $5,150 | $0 | N/A | N/A | Charitable contribution | |
| Cognaisent Inc | |||||||||||
| 16 Bowdoin Street | Cambridge | MA | 02138 | 824293292 | N/A | $10,500 | $0 | N/A | N/A | Prizes and awards | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 58 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| Scholarhip/tuition remission | 3959 | $103,948 | $164,465,885 | FMV | Student scholarships/tuition remission and employee tuition reimbursement |
| Fellowships | 1090 | $12,024,325 | $7,450 | FMV | Student fellowships/employment |
| Internships | 667 | $1,323,855 | $450 | FMV | Student paid internships |
| Health Insurance Subsidy | 882 | $0 | $2,291,879 | FMV | Subsidize health insurance costs for graduate students |
| Prizes and awards | 592 | $498,786 | $37,426 | FMV | Achievement recognition awards to individual students |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | Grants 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. The Dartmouth Entrepreneurial Network (DEN) has educational and funding programs that promote entrepreneurship within the Dartmouth College community. Prizes and awards reported in Part II represent DEN programs that include startup competitions which are open to Dartmouth College students, faculty, staff and alumni. Entries are evaluated by a group of Dartmouth College alumni, entrepreneurs and expert business practitioners, on the basis of which businesses are most likely to create significant social and/or economic value. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Philip Hanlon | ||||||||||||||
| President | $1,037,875 | $0 | $0 | $0 | $218,643 | $0 | $184,750 | $0 | $63,198 | $0 | $1,504,466 | $0 | $160,000 | $0 |
| Richard Mills | ||||||||||||||
| EVP | $688,622 | $0 | $0 | $0 | $14 | $0 | $24,750 | $0 | $14,710 | $0 | $728,096 | $0 | $0 | $0 |
| Joseph Helble | ||||||||||||||
| Provost (from 10/29/2018) | $526,267 | $0 | $0 | $0 | $220 | $0 | $24,750 | $0 | $13,882 | $0 | $565,119 | $0 | $0 | $0 |
| David Kotz | ||||||||||||||
| Interim Provost (through 10/28/18) | $534,168 | $0 | $0 | $0 | $1,729 | $0 | $24,750 | $0 | $15,638 | $0 | $576,285 | $0 | $0 | $0 |
| Michael Wagner | ||||||||||||||
| CFO | $436,783 | $0 | $0 | $0 | $588 | $0 | $24,750 | $0 | $18,406 | $0 | $480,527 | $0 | $0 | $0 |
| Alice Ruth | ||||||||||||||
| Chief Investment Officer | $1,071,838 | $0 | $1,337,500 | $0 | $1,159 | $0 | $24,750 | $0 | $7,037 | $0 | $2,442,284 | $0 | $0 | $0 |
| Elizabeth Smith | ||||||||||||||
| Dean of Faculty | $466,017 | $0 | $0 | $0 | $1,452 | $0 | $24,750 | $0 | $4,553 | $0 | $496,772 | $0 | $0 | $0 |
| Duane Compton | ||||||||||||||
| Dean, Geisel School of Medicine | $662,315 | $0 | $0 | $0 | $94 | $0 | $24,750 | $0 | $12,643 | $0 | $699,802 | $0 | $0 | $0 |
| Matthew Slaughter | ||||||||||||||
| Dean, Tuck School of Business | $820,189 | $0 | $0 | $0 | $14 | $0 | $24,750 | $0 | $12,491 | $0 | $857,444 | $0 | $0 | $0 |
| Sandhya Iyer | ||||||||||||||
| General Counsel | $499,074 | $0 | $0 | $0 | $0 | $0 | $24,750 | $0 | $15,454 | $0 | $539,278 | $0 | $0 | $0 |
| Robert Lasher | ||||||||||||||
| Sr. Vice President for Advancement | $598,033 | $0 | $127,506 | $0 | $0 | $0 | $24,750 | $0 | $5,204 | $0 | $755,493 | $0 | $0 | $0 |
| Steven Moore | ||||||||||||||
| Interim VP Campus Services | $253,551 | $0 | $150,000 | $0 | $569 | $0 | $23,303 | $0 | $5,868 | $0 | $433,291 | $0 | $0 | $0 |
| Frank Roberts | ||||||||||||||
| Associate VP, FOM | $203,657 | $0 | $0 | $0 | $0 | $0 | $17,880 | $0 | $9,918 | $0 | $231,455 | $0 | $0 | $0 |
| Kelsey Morgan | ||||||||||||||
| Deputy Chief Investment Officer | $431,264 | $0 | $535,000 | $0 | $1,159 | $0 | $19,250 | $0 | $17,201 | $0 | $1,003,874 | $0 | $0 | $0 |
| Alan Green | ||||||||||||||
| Chair and Professor of Psychology | $693,022 | $0 | $0 | $0 | $0 | $0 | $24,750 | $0 | $8,401 | $0 | $726,173 | $0 | $0 | $0 |
| Michael Sullivan | ||||||||||||||
| Managing Director, Investment Office | $352,844 | $0 | $475,000 | $0 | $1,159 | $0 | $24,750 | $0 | $16,647 | $0 | $870,400 | $0 | $0 | $0 |
| Megan Hammond | ||||||||||||||
| Managing Director, Investment Office (through 05/24/19) | $355,932 | $0 | $427,000 | $0 | $1,508 | $0 | $24,750 | $0 | $19,339 | $0 | $828,529 | $0 | $0 | $0 |
| Steven Leach | ||||||||||||||
| Director, Norris Cotton Cancer Center | $769,991 | $0 | $50,000 | $0 | $169 | $0 | $24,750 | $0 | $13,997 | $0 | $858,907 | $0 | $0 | $0 |
| Michael Mastanduno | ||||||||||||||
| Former Dean of Faculty | $363,408 | $0 | $0 | $0 | $0 | $0 | $24,750 | $0 | $14,389 | $0 | $402,547 | $0 | $0 | $0 |
| Wiley Souba | ||||||||||||||
| Former Dean, Geisel School of Medicine | $385,882 | $0 | $0 | $0 | $0 | $0 | $24,750 | $0 | $11,679 | $0 | $422,311 | $0 | $0 | $0 |
| Carolyn Dever | ||||||||||||||
| Former Provost | $796,059 | $0 | $0 | $0 | $49,505 | $0 | $24,750 | $0 | $7,068 | $0 | $877,382 | $0 | $0 | $0 |
| Martin Wybourne | ||||||||||||||
| Former Interim Provost | $393,731 | $0 | $0 | $0 | $0 | $0 | $24,750 | $0 | $9,793 | $0 | $428,274 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | Dartmouth 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 companions | The President's wife, who was also an employee of Dartmouth, 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 use | Dartmouth 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 services | Dartmouth 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 plan | Dartmouth 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 $200,000, and accrued $160,000 relative to the Plan during the calendar year 2018. $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 organization | A 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 payments | Robert Lasher, Senior Vice President for Advancement, received a performance bonus of $127,506 during calendar year 2018. Steven Moore, Interim VP Campus Services, received supplemental compensation of $150,000 during calendar year 2018. Kelsey Morgan, Deputy Chief Investment Officer, received incentive compensation of $535,000 during calendar year 2018. Megan Hammond, Managing Director in the Investment Office, received incentive compensation of $427,000 during calendar year 2018. Michael Sullivan, Managing Director in the Investment Office, received incentive compensation of $475,000 during calendar year 2018. Steven Leach, Director of the Norris Cotton Cancer Center, received a signing bonus of $50,000 during calendar year 2018. Alice Ruth, Chief Investment Officer, received a signing bonus of $87,500 and a performance bonus of $1,250,000 during calendar year 2018. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| New Hampshire Health & Educ Facilities Authority | ||||||||
| A | 020279866 | 644614FP9 | 2003-03-12 | $113,250,000 | Refund 6-1-93 issue | false | false | false |
| New Hampshire Health & Educ Facilities Authority | ||||||||
| B | 020279866 | 644614RV3 | 2007-04-05 | $90,000,000 | Issue cost, new construction, capital renovations, equipment | false | false | false |
| New Hampshire Health & Educ Facilities Authority | ||||||||
| C | 020279866 | 000000000 | 2015-08-06 | $101,000,000 | Refunded 04-0102 series 2002 issue | false | false | false |
| New Hampshire Health & Educ Facilities Authority | ||||||||
| D | 020279866 | 000000000 | 2015-08-06 | $89,665,000 | Refund 04-05-07 Series 07A issue | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $67,750,000 | $0 | $1,125,000 | $0 | $0 | $0 | $1,125,000 | $0 | $0 | $0 | $0 | $0 | Yes (true) | false | Yes (true) | Yes (true) | |
| B | $15,000,000 | $0 | $93,437,682 | $0 | $3,437,682 | $0 | $471,429 | $0 | $0 | $89,528,571 | $0 | $0 | false | false | Yes (true) | Yes (true) | 2009 |
| C | $0 | $0 | $101,000,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $101,000,000 | $0 | Yes (true) | false | Yes (true) | Yes (true) | 2005 |
| D | $0 | $0 | $89,665,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $89,665,000 | $0 | Yes (true) | false | Yes (true) | Yes (true) | 2009 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total Private Business UseTotalPrivateBusinessUsePct | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0.0 | ||||||||||||
| B | 0.0053 | false | Yes (true) | false | Yes (true) | Yes (true) | 0.0053 | 0.0 | false | false | Yes (true) | ||
| C | 0.0 | ||||||||||||
| D | 0.0084 | false | Yes (true) | false | false | 0.0084 | 0.0 | false | Yes (true) | Yes (true) | 0.0019 | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | false | Yes (true) | false | false | false | Yes (true) |
| B | Yes (true) | Yes (true) | false | false | false | Yes (true) | |||
| C | false | false | Yes (true) | false | Yes (true) | false | false | false | Yes (true) |
| D | false | false | Yes (true) | false | Yes (true) | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I | On June 1, 2019, the previously reported 09 bond issue with an original issue price of $207,389,690 (CUSIP # 644614YG8) was fully redeemed. As such, it will no longer be reported on Schedule K. |
| Schedule K, Part II, Line 3 Part II, Entity 1, Line 3 col A | The difference between issue price and total proceeds equals ($112,125,000) to refinance prior issue. |
| Schedule K, Part II, Line 3 Part II, Entity 1, Line 3, col B | The difference between issue price and total proceeds equals $3,437,682 of investment income. |
| Schedule K, Part II, Line 3 Part II, Entity 1, line 3, col D | The 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 Part II, Entity 2, Line 3, Col B | The difference between issue price and total proceeds is the Original Issue Premium of $9,631,168. |
| Schedule K, Part III, Line 8c Part III, Entity 1, Line 8c, Col D | Remedial action pursuant to Treasury Regulations Sections 1.141-12(e) and 1.145-2 is currently in process with respect to the 2015 C/D bond issue. |
| Schedule K, Part VI Entity 2, Line 2c, Col A | As 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 Part VI, Entity 2, Line 2c, Col B | As 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 A | Issuer 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 B | Issuer 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 ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| New Hampshire Health & Educ Facilities Authority | ||||||||
| A | 020279866 | 000000000 | 2016-04-29 | $165,000,000 | Partially defeased 06-18-09 09A issue | false | false | false |
| New Hampshire Health & Educ Facilities Authority | ||||||||
| B | 020279866 | 000000000 | 2017-12-21 | $37,660,000 | Partially defeased 06-18-09 09A issue | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $165,000,000 | $0 | $0 | $165,000,000 | $0 | $0 | $0 | $0 | $0 | $0 | 2012 | false | Yes (true) | Yes (true) | Yes (true) |
| B | $0 | $0 | $47,291,168 | $0 | $0 | $46,939,540 | $351,628 | $0 | $0 | $0 | $0 | $0 | 2012 | false | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | Yes (true) | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| B | false | false | false | Yes (true) | Yes (true) | 0.0001 | 0.0 | 0.0001 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | Yes (true) | Yes (true) | false | false | false | Yes (true) |
| B | false | false | Yes (true) | Yes (true) | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| TPG Group | |||
| Dartmouth Trustee and TPG Founding Partner | $1,559,200 | Capital Distribution | false |
| Gail Gentes | |||
| Spouse of Officer | $44,244 | Calendar 2018 employee compensation | false |
| Paul Young | |||
| Spouse of Former Officer | $167,582 | Calendar 2018 employee compensation | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 21 | ContributionCnt |
| Noncash Contributions Rpt F990 | $30 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - Valued at $1 per allocation/donor credit | MethodOfDeterminingRevenuesTxt |
Art Fractional Interest ArtFractionalInterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - Valued at $1 per allocation/donor credit | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $6 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other | MethodOfDeterminingRevenuesTxt |
Intellectual Property IntellectualPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - Valued at $1 per allocation/donor credit | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 816 | ContributionCnt |
| Noncash Contributions Rpt F990 | $41,070,899 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $704,476 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $19,905,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - Valued at $1 per allocation/donor credit | MethodOfDeterminingRevenuesTxt |
Archaeological Artifacts ArchaeologicalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - Valued at $1 per allocation/donor credit | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Self-created items/archival records | 2 | $2 | Other - Valued at $1 per allocation/donor credit |
| Yes (X) | Horses and equestrian equipment | 2 | $2 | Other - Valued at $1 per allocation/donor credit |
| Yes (X) | Specialized equipment/musical instruments | 2 | $2 | Other - Valued at $1 per allocation/donor credit |
| Yes (X) | Miscellaneous | 1 | $2 | Other - Valued at $1 per allocation/donor credit |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 6 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I, Line 33 | Pursuant 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 contributions | Dartmouth 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 contributions | Art - Works of art - Number of contributions Art - Fractional interests - Number of contributions Books and publications - Number of contributions Clothing and household goods - Number of contributions Intellectual property - 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 Archeological artifacts - 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 Other - Miscellaneous Number of contributions |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part IV, Line 28c Business transactions with interested persons | Specialized 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 2 Family/business relationships amongst interested persons | Gregg Engles - Business relationship, Greg Maffei - Business relationship |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The 990 review process is as follows: A draft of the completed Form 990 is sent to the Audit Committee and a draft of the sections concerning compensation is sent to the Organizational Strategy and Compensation Committee. The Organizational Strategy and Compensation Committee may contact management or the Audit Committee with any questions or concerns on the compensation sections. The Audit 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 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 Committee reports to the full Board on the results of its review. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Compliance 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 360 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 official | The 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 Organizational Strategy and Compensation Committee of the Board, together with the comparability data. (4) Comparability data for the President's compensation is also presented to the Organizational Strategy and Compensation Committee by the Chief Human Resources Officer. The Board of Trustees approves the President's compensation. The President and the Investment Committee jointly approve the Chief Investment Officer's compensation. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | The 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 public | Dartmouth 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 balances | Net change in split interest agreement - 7147738; Net unrealized change in value of non-investment items - -11349880; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dartmouth Educational Loan Corporation | ||||||||||||
| 7 Lebanon Street | Suite 302 | Hanover | NH | 03755 | 020362923 | Educational Loans | NH | 501(c)(3) | Type I | Trustees of Dartmouth College | Yes (true) | |
| South Street Downtown Holdings Inc | ||||||||||||
| 7 Lebanon Street | Suite 302 | Hanover | NH | 03755 | 020518373 | Real Estate Holding | NH | 501(c)(25) | Trustees of Dartmouth College | Yes (true) | ||
| Seven Lebanon Street Inc | ||||||||||||
| 7 Lebanon Street | Suite 302 | Hanover | NH | 03755 | 020514301 | Real Estate Holding | NH | 501(c)(25) | Trustees of Dartmouth College | Yes (true) | ||
| Foundation for Jewish Life at Dartmouth | ||||||||||||
| 7 Lebanon Street | Suite 302 | Hanover | NH | 03755 | 020486238 | Real Estate Holding | NH | 501(c)(2) | Trustees of Dartmouth College | Yes (true) | ||
| Hamden Assurance Risk Retention Group Inc | ||||||||||||
| 30 Main Street | Suite 330 | Burlington | VT | 05401 | 208530788 | Insurance | VT | 501(c)(3) | Type I | Dartmouth-Hitchcock Clinic | false | |
| The Dartmouth Educational Association | ||||||||||||
| 3 Stoneview Lane | Sharon | MA | 02067 | 046045227 | Educational Loans | MA | 501(c)(3) | Type III-FI | NA | false | ||
| Dartmouth College Trust | ||||||||||||
| 7 Lebanon Street | Suite 302 | Hanover | NH | 03755 | Fundraising | NA | Yes (true) | UK | ||||
| Dartmouth-Hitchcock Medical Center | ||||||||||||
| One Medical Center Drive | Lebanon | NH | 03756 | 222715483 | Health Care Administration | NH | 501(c)(3) | Type I | NA | false | ||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| Charitable Remainder Unitrusts (95) | ||||
| Fundraising/Development | NH | Trustees of Dartmouth College | Trust | false |
| Pooled Income Funds (3) | ||||
| Fundraising/Development | NH | Trustees of Dartmouth College | Trust | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (13 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Dartmouth Educational Loan Corporation | ||
| R | $2,628,500 | Cost |
| Dartmouth Educational Loan Corporation | ||
| L | $174,484 | Cost |
| Dartmouth Educational Loan Corporation | ||
| A | $2,102,100 | Cost |
| Foundation for Jewish Life at Dartmouth | ||
| L | $153,985 | Cost |
| Foundation for Jewish Life at Dartmouth | ||
| S | $51,000 | cost |
| Foundation for Jewish Life at Dartmouth | ||
| R | $183,733 | Cost |
| Seven Lebanon Street Inc | ||
| K | $1,429,437 | Cost |
| Seven Lebanon Street Inc | ||
| L | $138,014 | Cost |
| South Street Downtown Holdings Inc | ||
| L | $244,377 | Cost |
| South Street Downtown Holdings Inc | ||
| K | $161,494 | Cost |
| South Street Downtown Holdings Inc | ||
| S | $825,000 | Cost |
| Charitable Remainder Trusts | ||
| S | $2,298,028 | Cost |
| Dartmouth Trust | ||
| C | $587,889 | Cost |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part IV Charitable Remainder Trusts and Pooled income funds | FormAndLineReferenceDesc |
| Explanation | Dartmouth College controls a total of 95 charitable remainder trusts and 3 pooled income funds, all domiciled in the state of new Hampshire. | ExplanationTxt |
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