TRUSTEES OF DARTMOUTH COLLEGE: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
TRUSTEES OF DARTMOUTH COLLEGE (EIN 02-0222111)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-14
IRS object ID
201901349349300845
Schema version
2017v2.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-14T09:31:07-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN020222111EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGail GoodnessPersonNm
Person TitleControllerPersonTitleTxt
Signature2019-05-14SignatureDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Philip HanlonBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 Lebanon Street Suite 302 6015AddressLine1Txt
CityHanoverCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03755ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,873,714,243GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Group Exemption8204GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website Addresshttps://home.dartmouth.edu/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1769FormationYr
Legal Domicile StateNHLegalDomicileStateCd
Activity Or MissionDartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge.ActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee10253TotalEmployeeCnt
Total Volunteers13100TotalVolunteersCnt
Total Gross UBI$53,768,160TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$11,036,236NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$351,100,124PYContributionsGrantsAmt
CY Contributions Grants$404,610,910CYContributionsGrantsAmt
PY Program Service Revenue$504,275,306PYProgramServiceRevenueAmt
CY Program Service Revenue$519,360,557CYProgramServiceRevenueAmt
PY Investment Income$377,875,748PYInvestmentIncomeAmt
CY Investment Income$475,762,086CYInvestmentIncomeAmt
PY Other Revenue$35,090,599PYOtherRevenueAmt
CY Other Revenue$35,788,734CYOtherRevenueAmt
PY Total Revenue$1,268,341,777PYTotalRevenueAmt
CY Total Revenue$1,435,522,287CYTotalRevenueAmt
PY Grants And Similar Paid$168,059,039PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$175,989,195CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$507,347,906PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$506,824,396CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$357,774CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$48,324,551CYTotalFundraisingExpenseAmt
PY Other Expenses$432,375,284PYOtherExpensesAmt
CY Other Expenses$408,248,440CYOtherExpensesAmt
PY Total Expenses$1,107,782,229PYTotalExpensesAmt
CY Total Expenses$1,091,419,805CYTotalExpensesAmt
PY Revenues Less Expenses$160,559,548PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$344,102,482CYRevenuesLessExpensesAmt
Total Assets BOY$7,882,975,225TotalAssetsBOYAmt
Total Assets EOY$8,275,901,513TotalAssetsEOYAmt
Total Liabilities BOY$2,179,046,291TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,832,601,196TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,703,928,934NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,443,300,317NetAssetsOrFundBalancesEOYAmt
MissionDartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$572,860,081ExpenseAmt
Grant$163,700,225GrantAmt
Revenue$402,247,896RevenueAmt
DescEducation and Academic Support: A Dartmouth education is unlike any other. Through person-to-person teaching and opportunities to create and apply knowledge on campus and across the globe, Dartmouth instills a love of learning among its students and empowers them for a lifetime of leadership. Academics at Dartmouth are innovative, interdisciplinary, international, and individualized for each student. Each student's experience is distinguished by breadth, depth, and personal connections with top faculty. The institution comprises the Faculty of the Arts & Sciences, the Frank J. 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 950-person faculty teaches and guides approximately 6,500 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 3.5 million print and digital books, 568,000 items of photographic material, 202,000 maps, 137,000 digital resources such as indexes, databases and journals, 35,000 films and videos, and 30,000 sound recordings. 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

FieldValueIRS element (for citing)
Expense$188,327,038ExpenseAmt
Grant$10,098,522GrantAmt
Revenue$9,299,028RevenueAmt
DescResearch & Research Support: At Dartmouth, teaching and research are inextricably linked. Dartmouth offers undergraduate students a rigorous curriculum at the forefront of higher education and Dartmouth faculty pursue research at the highest levels of their disciplines. Students conduct independent study through one-on-one supervision with a faculty member or work as a member of a research group in state-of-the-art facilities. Dartmouth is home to world-class scholars in the Faculty of Arts & Sciences, the Guarini School of Graduate and Advanced Studies, the Thayer School of Engineering, the Tuck School of Business, and the Geisel School of Medicine-which has strong ties to the Dartmouth-Hitchcock Clinic and the Mary Hitchcock Memorial Hospital. In addition, Dartmouth has more than 50 research-focused centers, institutes, and groups in areas ranging from medicine and the arts to engineering and business. Many of these are interdisciplinary and join faculty and students from across the institution to work on complex issues. During fiscal 2018, faculty and others engaged in sponsored activity received $197.7 million in awards from external funding agencies.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$179,341,745ExpenseAmt
Grant$2,190,448GrantAmt
Revenue$107,813,633RevenueAmt
DescCampus Life: Our close-knit community is a distinctive and enduring feature of the Dartmouth experience. For students, the process of joining and adapting to a new community can be as educationally significant as their academic work. For this reason, Dartmouth invests resources in creating a community that is both stimulating and nurturing. 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
FieldValueIRS element (for citing)
Total Program Service Expenses$940,528,864TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2622IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee10253EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryITForeignCountryCd
Foreign CountryNZForeignCountryCd
Foreign CountrySPForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryFRForeignCountryCd
Foreign CountryGMForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Form8282 Filed1Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members22GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Controller's OfficerBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6036463011PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Philip Hanlon
President40.0Yes (X)Yes (X)$1,183,709$0$247,632
Emily Bakemeier
Trustee3.0Yes (X)$0$0$0
Jeffrey Blackburn
Trustee3.0Yes (X)$0$0$0
Gail Boudreaux
Trustee3.0Yes (X)$0$0$0
R William Burgess Jr
Trustee3.0Yes (X)$0$0$0
James Coulter
Trustee3.0Yes (X)$0$0$0
Gregg Engles
Trustee3.0Yes (X)$0$0$0
Elizabeth Fascitelli
Trustee3.0Yes (X)$0$0$0
Nathaniel Fick
Trustee3.0Yes (X)$0$0$0
Annette Gordon-Reed
Trustee3.0Yes (X)$0$0$0
David Hodgson
Trustee3.0Yes (X)$0$0$0
James Jackson
Trustee3.0Yes (X)$0$0$0
S Caroline Kerr
Trustee3.0Yes (X)$0$0$0
Richard Kimball
Trustee3.0Yes (X)$0$0$0
Morton Kondrake
Trustee3.0Yes (X)$0$0$0
Mitchell Kurz
Trustee3.0Yes (X)$0$0$0
Richard Lewis
Trustee3.0Yes (X)$0$0$0
Elizabeth Loughlin
Trustee3.0Yes (X)$0$0$0
Gregory Maffei
Trustee3.0Yes (X)$0$0$0
John Replogle
Trustee3.0Yes (X)$0$0$0
Laurel Richie
Trustee5.0Yes (X)$0$0$0
Carlos Rodriguez-Pastor Jr
Trustee3.0Yes (X)$0$0$0
Erica Schultz
Trustee3.0Yes (X)$0$0$0
Christopher Sununu
Trustee3.0Yes (X)$0$0$0
Peggy Epstein Tanner
Trustee3.0Yes (X)$0$0$0
Benjamin Wilson
Trustee3.0Yes (X)$0$0$0
Carolyn Dever
Provost (through 11/2017)40.0Yes (X)$747,395$0$56,844
David Kotz
Interim Provost (from 11/2017)40.0Yes (X)$366,087$0$38,908
Richard Mills
EVP39.9Yes (X)$671,070$0$38,3860.1
Michael Wagner
CFO39.5Yes (X)$401,006$0$41,7910.5
Duane Compton
Dean, Geisel40.0$772,290$0$35,029Yes (X)
Sandhya Iyer
General Counsel (from 7/2017)40.0$192,368$0$26,825Yes (X)
Robert Lasher
Sr VP for Advancement40.0$584,734$0$30,247Yes (X)
Elizabeth Smith
Dean of Faculty (from 7/2017)40.0$325,544$0$28,797Yes (X)
Alice Ruth
Chief Invest Officer (from 4/2017)40.0$668,139$0$24,300Yes (X)
Matthew Slaughter
Dean, Tuck School of Business40.0$833,988$0$36,217Yes (X)
Steven Moore
Interim VP Campus Services39.8$247,800$0$28,6810.2Yes (X)
Alan Green
Chair, Department of Psychology40.0$673,372$0$32,423Yes (X)
Kelsey Morgan
Dep Chief Investment Officer40.0$873,824$0$34,562Yes (X)
Megan Hammond
Mng Director, Investment Office39.8$773,930$0$41,6830.2Yes (X)
Michael Sullivan
Mng Director, Investment Office40.0$766,214$0$39,980Yes (X)
Anand Desai
Mng Director, Investment Office40.0$676,105$0$24,935Yes (X)
Martin Wybourne
Sr. VP Rsrch; Fm Interim Provost40.0$390,784$0$33,765Yes (X)
Ann Root Keith
COO Adv; Fmr Interim VP Dev40.0$304,654$0$37,246Yes (X)
Wiley Souba
Prof & Fmr Dean, Geisel40.0$381,938$0$36,020Yes (X)
Pamela Peedin
Fmr CIO (thru 03/2017)40.0$902,195$0$19,888Yes (X)
Michael Mastanduno
Fmr Dean of Fac (thru 06/2017)40.0$393,862$0$40,341Yes (X)
Robert Donin
Fmr General Counsel (thru 06/2017)40.0$341,765$0$27,495Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$13,472,773TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,001,995TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K976IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Dartmouth Hitchcock Medical Center
One Medical Center DriveLebanonNH03756Medical Research$18,765,324
Daniel O'Connell's Sons Inc
800 Kelly WayHolyokeMA01040Construction and contracting services$15,760,878
Engelberth Construction Inc
428 Main StreetKeeneNH03431Construction and contracting services$8,065,609
DEW Construction
277 Blair Park Road Ste 130WillistonVT05495Construction and contracting services$6,722,868
North Branch Construction Inc
76 Old Turnpike RoadConcordNH03301Construction and contracting services$6,079,168
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K152CntrctRcvdGreaterThan100KCnt
Fundraising$61,400FundraisingAmt
Government Grants$131,943,596GovernmentGrantsAmt
All Other Contributions$272,605,914AllOtherContributionsAmt
Noncash Contributions$62,807,186NoncashContributionsAmt
Total Contributions$404,610,910TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Tuition and Fees611600$387,825,080$387,825,080
Auxiliary Service611710$81,552,603$75,778,061$5,774,542
Medical Related611600$14,600,658$14,600,658
Other Education Related611600$15,404,674$15,404,674
All Other611600$19,977,542$19,616,977$360,565

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$519,360,557TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$56,377,273TotalRevenueColumnAmt
Unrelated Business Revenue$9,737,097UnrelatedBusinessRevenueAmt
Exclusion$46,640,176ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,716,091TotalRevenueColumnAmt
Exclusion$5,716,091ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$15,570,361RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$10,193,555RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$5,376,806RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,376,806TotalRevenueColumnAmt
Unrelated Business Revenue$145,194UnrelatedBusinessRevenueAmt
Exclusion$5,231,612ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,847,289,846SecuritiesAmt
Other$9,043OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,427,914,076SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$419,375,770SecuritiesAmt
Other$9,043OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$419,384,813TotalRevenueColumnAmt
Unrelated Business Revenue$37,750,762UnrelatedBusinessRevenueAmt
Exclusion$381,634,051ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$187,923FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$61,400ContriRptFundraisingEventAmt
Fundraising Direct Expenses$84,325FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$103,598TotalRevenueColumnAmt
Exclusion$103,598ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
Split interest & other changes525920$18,255,645$18,255,645
Other revenue900099$6,336,594$6,336,594

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$24,592,239OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,435,522,287TotalRevenueColumnAmt
Related Or Exempt Func Income$513,225,450RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$53,768,160UnrelatedBusinessRevenueAmt
Exclusion$463,917,767ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$603,407TotalAmt
Program Services$603,407ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$171,138,168TotalAmt
Program Services$171,138,168ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$4,247,620TotalAmt
Program Services$4,247,620ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

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

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$9,877,045TotalAmt
Program Services$2,493,773ProgramServicesAmt
Management And General$6,741,802ManagementAndGeneralAmt
Fundraising$641,470FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$1,889,041TotalAmt
Program Services$1,457,651ProgramServicesAmt
Management And General$3,416ManagementAndGeneralAmt
Fundraising$427,974FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$436,271,442TotalAmt
Program Services$359,754,221ProgramServicesAmt
Management And General$48,738,551ManagementAndGeneralAmt
Fundraising$27,778,670FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$26,315,475TotalAmt
Program Services$21,563,944ProgramServicesAmt
Management And General$3,160,248ManagementAndGeneralAmt
Fundraising$1,591,283FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$7,469,664TotalAmt
Program Services$6,069,907ProgramServicesAmt
Management And General$940,611ManagementAndGeneralAmt
Fundraising$459,146FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$25,001,729TotalAmt
Program Services$20,302,590ProgramServicesAmt
Management And General$3,162,099ManagementAndGeneralAmt
Fundraising$1,537,040FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$636,548TotalAmt
Program Services$636,548ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,930,566TotalAmt
Program Services$24,457ProgramServicesAmt
Management And General$2,906,109ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$847,209TotalAmt
Program Services$18,040ProgramServicesAmt
Management And General$829,169ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$21,194TotalAmt
Program Services$0ProgramServicesAmt
Management And General$21,194ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$357,774TotalAmt
Fundraising$357,774FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$5,218,759TotalAmt
Program Services$0ProgramServicesAmt
Management And General$5,218,759ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$104,144,670TotalAmt
Program Services$94,103,176ProgramServicesAmt
Management And General$3,203,835ManagementAndGeneralAmt
Fundraising$6,837,659FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,031,943TotalAmt
Program Services$1,722,860ProgramServicesAmt
Management And General$78,108ManagementAndGeneralAmt
Fundraising$230,975FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$18,335,862TotalAmt
Program Services$15,750,592ProgramServicesAmt
Management And General$547,282ManagementAndGeneralAmt
Fundraising$2,037,988FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$17,009,726TotalAmt
Program Services$6,609,806ProgramServicesAmt
Management And General$9,903,792ManagementAndGeneralAmt
Fundraising$496,128FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$528,236TotalAmt
Program Services$524,296ProgramServicesAmt
Management And General$1,605ManagementAndGeneralAmt
Fundraising$2,335FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$42,356,354TotalAmt
Program Services$38,742,333ProgramServicesAmt
Management And General$2,953,534ManagementAndGeneralAmt
Fundraising$660,487FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$30,168,850TotalAmt
Program Services$25,865,158ProgramServicesAmt
Management And General$1,582,956ManagementAndGeneralAmt
Fundraising$2,720,736FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

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

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,479,138TotalAmt
Program Services$2,206,627ProgramServicesAmt
Management And General$163,621ManagementAndGeneralAmt
Fundraising$108,890FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$40,328,308TotalAmt
Program Services$38,384,604ProgramServicesAmt
Management And General$1,888,906ManagementAndGeneralAmt
Fundraising$54,798FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$66,368,246TotalAmt
Program Services$61,374,217ProgramServicesAmt
Management And General$4,602,679ManagementAndGeneralAmt
Fundraising$391,350FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,385,530TotalAmt
Program Services$598,548ProgramServicesAmt
Management And General$765,501ManagementAndGeneralAmt
Fundraising$21,481FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Other expenses$35,430,196$29,705,437$3,858,052$1,866,707
Purchase for resale$18,455,107$18,345,292$108,735$1,080
Books & media$13,834,894$13,619,110$123,554$92,230
UBI tax expenses$5,737,104$4,666,482$1,062,272$8,350

All Other Expenses AllOtherExpensesGrp

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

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,091,419,805TotalAmt
Program Services$940,528,864ProgramServicesAmt
Management And General$102,566,390ManagementAndGeneralAmt
Fundraising$48,324,551FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$6,900,366BOYAmt
EOY$10,226,919EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$168,152,498BOYAmt
EOY$192,861,424EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$264,863,534BOYAmt
EOY$370,648,355EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$24,290,365BOYAmt
EOY$32,768,671EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$79,965,763BOYAmt
EOY$76,280,551EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$2,146,389BOYAmt
EOY$2,115,851EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$18,249,942BOYAmt
EOY$15,373,304EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,930,577,771LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$962,891,233LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$967,639,285BOYAmt
EOY$967,686,538EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,574,648,959BOYAmt
EOY$1,154,739,950EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$4,712,483,604BOYAmt
EOY$5,404,458,326EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$2,750,248BOYAmt
EOY$2,558,542EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$60,884,272BOYAmt
EOY$46,183,082EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,882,975,225BOYAmt
EOY$8,275,901,513EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$88,393,332BOYAmt
EOY$84,930,569EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$39,974,812BOYAmt
EOY$48,011,394EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$535,997,287BOYAmt
EOY$521,744,999EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$52,714,859BOYAmt
EOY$51,637,099EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$26,387,164BOYAmt
EOY$24,698,016EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$648,142,978BOYAmt
EOY$500,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$787,435,859BOYAmt
EOY$601,579,119EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,179,046,291BOYAmt
EOY$1,832,601,196EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,314,664,854BOYAmt
EOY$1,509,381,721EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,986,933,742BOYAmt
EOY$3,384,691,197EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,402,330,338BOYAmt
EOY$1,549,227,399EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,703,928,934BOYAmt
EOY$6,443,300,317EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,882,975,225BOYAmt
EOY$8,275,901,513EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$344,102,482ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$182,784,576NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$212,484,325OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$328,376,339CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$376,972,265CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$389,222,461CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$351,100,124CurrentTaxYearMinus1YearAmt
Current Tax Year$404,610,910CurrentTaxYearAmt
Total$1,850,282,099TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$328,376,339CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$376,972,265CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$389,222,461CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$351,100,124CurrentTaxYearMinus1YearAmt
Current Tax Year$404,610,910CurrentTaxYearAmt
Total$1,850,282,099TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$1,850,282,099PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$72,389,012CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$76,467,488CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$79,292,998CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$63,393,195CurrentTaxYearMinus1YearAmt
Current Tax Year$67,473,272CurrentTaxYearAmt
Total$359,015,965TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,751,255CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,132,825CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$24,170,021CurrentTaxYearAmt
Total$56,054,101TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,368,452CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,845,165CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,652,192CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,819,168CurrentTaxYearMinus1YearAmt
Current Tax Year$24,695,837CurrentTaxYearAmt
Total$62,380,814TotalAmt
FieldValueIRS element (for citing)
Total Support$2,327,732,979TotalSupportAmt
Gross Receipts Rltd Activities$2,508,879,515GrossReceiptsRltdActivitiesAmt
Public Support CY1700.7949PublicSupportCY170Pct
Public Support PY1700.7953PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule A, Part II, Line 10Other income consists of income from split interest distributions, fundraising events and other miscellaneous income.
Schedule A, Part II, Line 10 Other IncomeDESCRIPTION - OTHER INCOME, COLUMN A - 5368452.0, COLUMN B - 1845165.0, COLUMN C - 7652192.0, COLUMN D - 22819168.0, COLUMN E - 24695837.0, COLUMN F - 62380814.0;

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsYes (true)GrantsOtherOrganizationsInd
Grants Other Organizations$21,194GrantsOtherOrganizationsAmt
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$12,527DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$33,721TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYWritten public comments were prepared and submitted in response to federal proposed rulemaking affecting US immigration policy. Meetings were held with NH legislative staff to advocate regarding certain immigration policy measures impacting international education. Meetings were held with US Senators and Congressional Representatives as well as NH legislators to discuss matters affecting Dartmouth.
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYWritten public comments were prepared and submitted in response to federal proposed rulemaking affecting US immigration policy. Meetings were held with NH legislative staff to advocate regarding certain immigration policy measures impacting international education. Meetings were held with US Senators and Congressional Representatives as well as NH legislators to discuss matters affecting Dartmouth.

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held44DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held0FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$23,833,718DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$0FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$21,548,902DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$0FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$46,919,440DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$0FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,663,491,080BeginningYearBalanceAmt
Contributions$119,094,796ContributionsAmt
Investment Earnings Or Losses-$99,549,524InvestmentEarningsOrLossesAmt
Grants Or Scholarships$46,798,620GrantsOrScholarshipsAmt
Other Expenditures$161,834,083OtherExpendituresAmt
End Year Balance$4,474,403,649EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,468,219,689BeginningYearBalanceAmt
Contributions$59,579,814ContributionsAmt
Investment Earnings Or Losses$349,916,940InvestmentEarningsOrLossesAmt
Grants Or Scholarships$47,674,135GrantsOrScholarshipsAmt
Other Expenditures$166,551,228OtherExpendituresAmt
End Year Balance$4,663,491,080EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,733,596,412BeginningYearBalanceAmt
Contributions$147,989,900ContributionsAmt
Investment Earnings Or Losses$777,453,327InvestmentEarningsOrLossesAmt
Grants Or Scholarships$42,660,486GrantsOrScholarshipsAmt
Other Expenditures$148,159,464OtherExpendituresAmt
End Year Balance$4,468,219,689EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.2274BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.262PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.5106TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$20,481,213OtherCostOrOtherBasisAmt
Book Value$20,481,213BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,350,716,443OtherCostOrOtherBasisAmt
Depreciation$590,244,718DepreciationAmt
Book Value$760,471,725BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

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

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$366,165,917OtherCostOrOtherBasisAmt
Depreciation$281,101,643DepreciationAmt
Book Value$85,064,274BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$193,214,198OtherCostOrOtherBasisAmt
Depreciation$91,544,872DepreciationAmt
Book Value$101,669,326BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$967,686,538TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Private Equity/Venture Capital Limited Partnership$1,144,365,798F
Real Estate & Real Asset Limited Partnership$733,201,778F
Other Investments$1,225,465F
Fixed Income Securities and Commingled Funds$59,710,304F
Global Equity Commingled Funds$2,091,782,468F
Marketable Alternative Strategies Commingled Funds$1,295,279,728F
Investment Contributions in Advance$78,892,785F
FieldValueIRS element (for citing)
Total Book Value Securities$5,404,458,326TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
Mark to market liability on interest rate swap agreements$135,102,107
Employee Benefit Liabilities$353,606,069
Pending Trades Liability$51,124,308
Conditional asset retirement obligation$24,062,553
Government advance, student loans$17,796,810
Other$19,887,272
FieldValueIRS element (for citing)
Total Liability$601,579,119TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 1a Collections of art - financial statement footnoteDartmouth's collections include works of art, literary works, historical treasures, and artifacts that are maintained in its museum and libraries. These collections are protected and preserved for public exhibition, education, research, and the furtherance of public service. Each of the items is cataloged, preserved, and cared for, and activities verifying their existence and assessing their condition are performed continuously. The collections are subject to a policy that requires proceeds from their sale to be used to acquire other items for collections. The collections, which were acquired through purchases and contributions since Dartmouth's inception, are not recognized as assets in the consolidated Statement of Financial Position. Purchases of collection items are recorded in the consolidated Statement of Activities as non-operating decreases in unrestricted net assets in the year in which the items are acquired or in temporarily restricted net assets if the assets used to purchase the items are restricted by donors. Contributed collection items are not recorded in the consolidated financial statements.
Schedule D, Part III, Line 4 Collections of art - description of collectionsCollections at Dartmouth College exist in two primary areas: the Hood Museum of Art (the Hood) and the Dartmouth College library system. The Hood Museum of Art at Dartmouth College is one of the oldest and largest college museums in the country. The collections of the Hood, which number some 65,000 objects, are rich, diverse, and available for the use by both Dartmouth and the broader community. Access to works of art is provided through permanent collection displays, the online collections database, special exhibitions, the website, scholarly publications, and programs and events. These exhibits and programs are an exciting learning resource for students and the academic community. The Hood offers a vital curricular resource, a source for lectures, gallery talks, symposia, and receptions for the public, and an on-line database of thousands of works. The Dartmouth College Library is committed to partnering with faculty and students to enhance and showcase Dartmouth scholarly output and 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 agreementCertain donors have established irrevocable split-interest agreements with Dartmouth, primarily charitable gift annuities, pooled life income funds, and irrevocable charitable remainder trusts, whereby the donated assets are invested and a liability is recognized for distributions to be made in accordance with the agreements. For all residential rental properties and some commercial rental properties, Dartmouth collects a security deposit which it holds in escrow to be used, if necessary, to pay for damages identified when the property is vacated.
Schedule D, Part V, Line 4 Intended uses of endowment fundsDartmouth's endowment plays a critical role in supporting the current and future work of Dartmouth. Its investment and spending policies are designed to balance the needs of current Dartmouth students with the needs of future generations of Dartmouth students. Earning long-term returns that maintain the inflation-adjusted purchasing power of the endowment underpins this concept of intergenerational equity. The endowment is composed of both restricted funds, for which donors designate a specific purpose for their gifts, and unrestricted funds. There are over 6,000 separate funds that make up Dartmouth's endowment. Dartmouth's endowment spending policy seeks to balance the competing objectives of supporting the current generation of students and faculty with the need to preserve the endowment's purchasing power for future generations. Distributions from the endowment, which are approved annually by the Board of Trustees, are intended to support Dartmouth's mission by contributing funding to support financial aid and a variety of needs in academic, research and student life activities.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteDartmouth believes it has taken no significant uncertain tax positions.

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

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

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (37 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Antarctica00Program ServicesResearch$3,642
Central America and the Caribbean00Investments$1,500,480,480
Central America and the Caribbean00Program ServicesResearch$268,813
Central America and the Caribbean00Program ServicesEducation and educational consulting$76,384
Central America and the Caribbean00Program ServicesStudy-abroad programs$278,686
East Asia and the Pacific00Program ServicesResearch$663,707
East Asia and the Pacific00Program ServicesEducation and educational consulting$1,102,373
East Asia and the Pacific02Program ServicesStudy-abroad programs$467,444
East Asia and the Pacific00Program ServicesVolunteer services$410
East Asia and the Pacific00Investments$84,253
East Asia and the Pacific00Fundraising$40,916
Europe (Including Iceland and Greenland)00Program ServicesResearch$1,253,990
Europe (Including Iceland and Greenland)00Program ServicesEducation and educational consulting$1,814,450
Europe (Including Iceland and Greenland)013Program ServicesStudy-abroad programs$2,909,577
Europe (Including Iceland and Greenland)00Program ServicesVolunteer services$1,917
Europe (Including Iceland and Greenland)00Investments$30,639,376
Europe (Including Iceland and Greenland)00Fundraising$24,588
Middle East and North Africa01Program ServicesStudy-abroad programs$144,719
Middle East and North Africa00Program ServicesResearch$111,514
Middle East and North Africa00Program ServicesEducation and educational consulting$283,185
North America (Canada & Mexico only)00Program ServicesStudy-abroad programs$4,257
North America (Canada & Mexico only)00Fundraising$2,901
North America (Canada & Mexico only)00Program ServicesResearch$187,414
North America (Canada & Mexico only)00Program ServicesEducation and educational consulting$327,032
Russia and Neighboring States00Program ServicesResearch$18,436
Russia and Neighboring States00Program ServicesStudy-abroad programs$27,716
Russia and Neighboring States00Program ServicesEducation and educational consulting$71,681
South America00Program ServicesResearch$146,130
South America00Program ServicesEducation and educational consulting$466,886
South America01Program ServicesStudy-abroad programs$263,076
South Asia00Program ServicesResearch$61,957
South Asia00Program ServicesEducation and educational consulting$378,939
South Asia00Program ServicesStudy-abroad programs$53,587
Sub-Saharan Africa00Investments$23,411,192
Sub-Saharan Africa00Program ServicesResearch$581,929
Sub-Saharan Africa00Program ServicesEducation and educational consulting$264,462
Sub-Saharan Africa00Program ServicesStudy-abroad programs$298,321
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees15SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee2ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee17TotalEmployeeCnt
Subtotal Spent$1,540,086,418SubtotalSpentAmt
Continuation Spent$27,129,922ContinuationSpentAmt
Total Spent$1,567,216,340TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionEast Asia and the PacificRegionTxt
Purpose Of GrantEducationPurposeOfGrantTxt
Cash Grant$7,432CashGrantAmt
Manner Of Cash DisbursementWireMannerOfCashDisbursementTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
Scholarships/Tuition RemissionCentral America and the Caribbean6$104,319Student scholarshipsFMV
Scholarships/Tuition RemissionEast Asia and the Pacific30$506,691Student scholarshipsFMV
Scholarships/Tuition RemissionEurope (Including Iceland and Greenland)167$2,824,433Student scholarshipsFMV
Scholarships/Tuition RemissionMiddle East and North Africa11$193,735Student scholarshipsFMV
Scholarships/Tuition RemissionSouth America24$409,824Student scholarshipsFMV
Scholarships/Tuition RemissionSouth Asia3$52,159Student scholarshipsFMV
Scholarships/Tuition RemissionSub-Saharan Africa9$149,027Student scholarshipsFMV
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

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

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 N Michigan Suite 2800AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
ActivityProvide strategic counsel to the Advancement ProgramActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$357,774RetainedByContractorAmt
Net To Organization-$357,774NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$0TotalGrossReceiptsAmt
Total Retained By Contractors$357,774TotalRetainedByContractorsAmt
Total Net To Organization-$357,774TotalNetToOrganizationAmt
Licensed StatesMALicensedStatesCd
Licensed StatesNHLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Athletics FootballEvent1Nm
Gross Receipts Event1$109,530GrossReceiptsEvent1Amt
Charitable Contri Event1$38,850CharitableContriEvent1Amt
Gross Revenue Event1$70,680GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$18,692NonCashPrizesEvent1Amt
Rent Facility Costs Event1$8,563RentFacilityCostsEvent1Amt
Food And Beverage Event1$24,865FoodAndBeverageEvent1Amt
Entertainment Event1$0EntertainmentEvent1Amt
Other Direct Expenses Event1$6,405OtherDirectExpensesEvent1Amt
Event2Development RaffleEvent2Nm
Gross Receipts Event2$70,929GrossReceiptsEvent2Amt
Charitable Contri Event2$0CharitableContriEvent2Amt
Gross Revenue Event2$70,929GrossRevenueEvent2Amt
Cash Prizes Event2$0CashPrizesEvent2Amt
Non Cash Prizes Event2$0NonCashPrizesEvent2Amt
Rent Facility Costs Event2$0RentFacilityCostsEvent2Amt
Food And Beverage Event2$0FoodAndBeverageEvent2Amt
Entertainment Event2$0EntertainmentEvent2Amt
Other Direct Expenses Event2$7,214OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$68,864GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$22,550CharitableContriOtherEventsAmt
Gross Revenue Other Events$46,314GrossRevenueOtherEventsAmt
Cash Prizes Other Events$0CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$2,009NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$4,904RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$4,576FoodAndBeverageOtherEventsAmt
Entertainment Other Events$1,315EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$5,782OthDirectExpnssOtherEventsAmt
Gross Receipts Total$249,323GrossReceiptsTotalAmt
Charitable Contributions Tot$61,400CharitableContributionsTotAmt
Gross Revenue Total Events$187,923GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$20,701NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$13,467RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$29,441FoodAndBeverageTotalEventsAmt
Entertainment Total Events$1,315EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$19,401OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$84,325DirectExpenseSummaryEventsAmt
Net Income Summary$103,598NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (31 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
American Academy of Orthopedic Surgeons
9400 W Higgins RdRosemontIL60018362110592501(c)(3)$30,000Distribution from donor advised fund
Bridges to Community Inc
95 Croton AvenueOssiningNY10562133731405501(c)(3)$7,343Distribution from donor advised fund
Cambridge in America
PO Box 9123 JAF BLGNew YorkNY100879123526071299501(c)(3)$55,000Distribution from donor advised fund
Child Advocates of SW Connecticut
55 Greens Farms Road Ste 200-6WestportCT06880272518861501(c)(3)$10,000Distribution from donor advised fund
Darien Athletic Foundation Inc
17 Old Kings Hwy South Ste 140DarienCT06820461788767501(c)(3)$10,000Distribution from donor advised fund
ECAC Hockey
51 S Pearl StreetAlbanyNY12207043524094501(c)(3)$15,000Distribution from donor advised fund
First Presbyterian Church
45-550 Kionaole RdKaneoheHI96744990108712501(c)(3)$8,800Distribution from donor advised fund
Greenwich Country Day School
401 Old Church RoadGreenwichCT06830060646657501(c)(3)$95,000Distribution from donor advised fund
Harvard Business School
Soldiers FieldBostonMA02163043395140501(c)(3)$10,000Distribution from donor advised fund
Horizons at Norwalk Community College Inc
PO Box 244NorwalkCT06853814133542501(c)(3)$10,000Distribution from donor advised fund
HSPVA Friends
4119 Montrose Ste 210HoustonTX77006741997921501(c)(3)$10,000Distribution from donor advised fund
Janet Burros Memorial Foundation
65 East 55th Street 25th FLNew YorkNY10022421670819501(c)(3)$18,000Distribution from donor advised fund
Pratham USA
9703 Richmond Ave Ste 102HoustonTX77042760620808501(c)(3)$10,000Distribution from donor advised fund
Proctor Academy
PO Box 500AndoverNH03216020222179501(c)(3)$25,000Distribution from donor advised fund
Putnam Indian Field School
101 Indian Field RoadGreenwichCT06830060646680501(c)(3)$8,000Distribution from donor advised fund
The Ecolint-American Foundation
5824 Steeplechase DrivePlanoTX75093237056392501(c)(3)$10,000Distribution from donor advised fund
The Hildegard Behrens Foundation
276 Riverside Drive Ste 12-FNew YorkNY10025273202407501(c)(3)$10,000Distribution from donor advised fund
The Horace Mann School
231 West 246th StreetBronxNY10471131740455501(c)(3)$15,000Distribution from donor advised fund
Trout Unlimited Inc
1777 N Kent St Ste 100ArlingtonVA22209381612715501(c)(3)$58,654Distribution from donor advised fund
Trustees of Amherst College
22 Hitchcock RoadAmherstMA01002042103542501(c)3$52,000Distribution from donor advised fund
Walnut Hill School for the Arts
12 Highland StreetNatickMA01760042103636501(c)(3)$30,000Distribution from donor advised fund
Waterside School Inc
770 Pacific StreetStamfordCT06902061609222501(c)(3)$30,000Distribution from donor advised fund
World Vision Inc
PO Box 9716Federal WayWA980639716951922279501(c)(3)$10,000Distribution from donor advised fund
City of Lebanon
51 North Park StreetLebanonNH03766026000473170(c)(1)$20,000Charitable contribution
Fannie E Rippel Foundation
14 Maple Ave Ste 200MorristownNJ07960221559427501(c)(3)$6,000Charitable contribution
New Hampshire Humanities
117 Pleasant StreetConcordNH03301020317350501(c)(3)$10,000Charitable contribution
The Albert Schweitzer Fellowship
330 Brookline AveBostonMA02215131982786501(c)(3)$12,500Charitable contribution
The Frost Place
PO Box 74FranconiaNH03580264497702501(c)(3)$6,000Charitable contribution
Vital Communities Inc
195 North Main StWhite River JunctionVT05001030355283501(c)(3)$11,110Charitable contribution
Holden Enterprises Inc
205 Johnson Ave 2LNew YorkNY11206301035061$26,000Prizes and awards
Reia LLC
PO Box 22LymeNH03768815050139$17,500Prizes and awards
FieldValueIRS element (for citing)
Total501c3 Org29Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
Scholarships/Tuition Remission3710$173,570$157,569,738FMVStudent Scholarships/tuition remission and employee tuition reimbursement
Fellowships1056$12,248,744$10,404FMVStudent Fellowships/Employment
Internships640$1,451,781$1,415FMVStudent Paid Internships
Health Insurance Subsidy781$0$2,307,629FMVSubsidize health insurance cost for graduate students
Prizes and Awards542$470,910$37,595FMVAchievement recognition awards to individual students

Supplemental Information Detail SupplementalInformationDetail

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

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (23 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Philip Hanlon
President$1,005,436$0$0$0$178,273$0$184,300$0$63,332$0$1,431,341$0$120,000$0
Carolyn Dever
Provost (through 11/2017)$739,993$0$0$0$7,402$0$24,300$0$32,544$0$804,239$0$0$0
David Kotz
Interim Provost (from 11/2017)$365,089$0$0$0$998$0$24,300$0$14,608$0$404,995$0$0$0
Richard Mills
EVP$670,476$0$0$0$594$0$24,300$0$14,086$0$709,456$0$0$0
Michael Wagner
CFO$400,322$0$0$0$684$0$24,300$0$17,491$0$442,797$0$0$0
Duane Compton
Dean, Geisel$622,216$0$150,000$0$74$0$24,300$0$10,729$0$807,319$0$0$0
Sandhya Iyer
General Counsel (from 7/2017)$192,358$0$0$0$10$0$20,850$0$5,975$0$219,193$0$0$0
Robert Lasher
Sr VP for Advancement$510,054$0$74,506$0$174$0$24,300$0$5,947$0$614,981$0$0$0
Elizabeth Smith
Dean of Faculty (from 7/2017)$325,302$0$0$0$242$0$24,300$0$4,497$0$354,341$0$0$0
Alice Ruth
Chief Invest Officer (from 4/2017)$579,866$0$87,500$0$773$0$24,300$0$0$0$692,439$0$0$0
Matthew Slaughter
Dean, Tuck School of Business$833,974$0$0$0$14$0$24,300$0$11,917$0$870,205$0$0$0
Steven Moore
Interim VP Campus Services$247,157$0$0$0$643$0$22,734$0$5,947$0$276,481$0$0$0
Alan Green
Chair, Department of Psychology$673,372$0$0$0$0$0$24,300$0$8,123$0$705,795$0$0$0
Kelsey Morgan
Dep Chief Investment Officer$376,453$0$496,072$0$1,299$0$18,900$0$15,662$0$908,386$0$0$0
Megan Hammond
Mng Director, Investment Office$340,785$0$431,477$0$1,668$0$24,300$0$17,383$0$815,613$0$0$0
Michael Sullivan
Mng Director, Investment Office$325,843$0$439,202$0$1,169$0$24,300$0$15,680$0$806,194$0$0$0
Anand Desai
Mng Director, Investment Office$311,875$0$363,075$0$1,155$0$24,300$0$635$0$701,040$0$0$0
Martin Wybourne
Sr. VP Rsrch; Fm Interim Provost$390,434$0$0$0$350$0$24,300$0$9,465$0$424,549$0$0$0
Ann Root Keith
COO Adv; Fmr Interim VP Dev$304,466$0$0$0$188$0$24,300$0$12,946$0$341,900$0$0$0
Wiley Souba
Prof & Fmr Dean, Geisel$381,938$0$0$0$0$0$24,300$0$11,720$0$417,958$0$0$0
Pamela Peedin
Fmr CIO (thru 03/2017)$220,503$0$645,000$0$36,692$0$19,888$0$0$0$922,083$0$0$0
Michael Mastanduno
Fmr Dean of Fac (thru 06/2017)$392,101$0$0$0$1,761$0$24,300$0$16,041$0$434,203$0$0$0
Robert Donin
Fmr General Counsel (thru 06/2017)$293,736$0$0$0$48,029$0$24,300$0$3,195$0$369,260$0$0$0

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelDartmouth travel policy allows for first or business class air travel for business purposes in limited circumstances. Consistent with this policy, on infrequent occasions senior officers flew first class with the President's approval. The lack of a major commercial airport within 80 miles of Dartmouth requires use of charter air travel to fulfill the business travel requirements of the President. For this reason, the President and certain senior officers had access for business purposes to charter flight service, the cost of which was fully defrayed by private donations designated for this purpose.
Schedule J, Part I, Line 1a Travel for companionsThe President's wife, who is 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 Tax indemnification and gross-up paymentsDuring calendar 2017, Dartmouth elected to pay the tax obligations that arose from certain compensation transactions for four individuals. These payments were treated as taxable compensation.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useDartmouth provided housing for the President and Provost. These arrangements were for Dartmouth's convenience and a condition of employment and therefore were not taxable to the individuals.
Schedule J, Part I, Line 1a Personal servicesDartmouth provided housekeeping services for cleaning and maintaining the President's house. The value of services provided for personal living space was recognized as imputed income to the President.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planDartmouth provided the President with a nonqualified 457(f) supplemental retirement plan. The Plan provided for annual credits to the plan subject to vesting requirements based on continuation of employment through set dates. The President received $160,000, and accrued $160,000 relative to the Plan during the calendar year 2017. $120,000 of the deferred compensation received had been reported in prior years, as reflected in Column F.
Schedule J, Part I, Line 5a Compensation contingent on revenues of the organizationA portion of the incentive bonus for investment office employees is based on meeting certain return targets. A portion of the performance bonus for the Sr. VP of Advancement is based on achieving certain advancement goals.
Schedule J, Part I, Line 7 Non-fixed paymentsRobert Lasher, Senior Vice President for Advancement, received a performance bonus of $74,506 during calendar year 2017. Pamela Peedin, Former Chief Investment Officer, received incentive compensation of $645,000 during calendar year 2017. Kelsey Morgan, Deputy Chief Investment Officer, received incentive compensation of $496,072 during calendar year 2017. Megan Hammond, Managing Director in the Investment Office, received incentive compensation of $431,477 during calendar year 2017. Michael Sullivan, Managing Director in the Investment Office, received incentive compensation of $439,202 during calendar year 2017. Anand Desai, Managing Director in the Investment Office, received incentive compensation of $363,075 during calendar year 2017. Alice Ruth, Chief Investment Officer, received a signing bonus of $87,500 during calendar year 2017. Duane Compton, Dean of Geisel School of Medicine, received a signing bonus of $150,000 during calendar year 2017.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
New Hampshire Health & Educ Facilities Authority
A020279866644614FP92003-03-12$113,250,000Refund 6-1-93 issuefalsefalsefalse
New Hampshire Health & Educ Facilities Authority
B020279866644614RV32007-04-05$90,000,000Issue cost, new construction, capital renovations, equipmentfalsefalsefalse
New Hampshire Health & Educ Facilities Authority
C020279866644614YG82009-06-18$207,389,690Refund 12-17-98 & 12-1-99 issues, issue cost, new construction, capital renovationYes (true)falsefalse
New Hampshire Health & Educ Facilities Authority
D0202798662015-08-06$101,000,000Refund 04-01-02 series 2002 issuefalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndSubstantial CompletionSubstantialCompletionYr
A$0$0$1,125,000$0$0$0$1,125,000$0$0$0$0$0Yes (true)falseYes (true)Yes (true)
B$0$0$93,437,682$0$3,437,682$0$471,429$0$0$89,528,571$0$0falsefalseYes (true)Yes (true)2009
C$0$190,955,000$164,890,998$0$152,473$0$1,042,393$0$0$163,696,132$0$0Yes (true)falseYes (true)Yes (true)2012
D$0$0$101,000,000$0$0$0$0$0$0$0$101,000,000$0Yes (true)falseYes (true)Yes (true)2005

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPct
Afalsefalsefalsefalse0.0falsefalsefalse
BfalseYes (true)falseYes (true)0.0069falsefalseYes (true)Yes (true)0.00690.0
CfalsefalsefalseYes (true)0.0067falsefalseYes (true)Yes (true)0.00640.0003
Dfalsefalsefalsefalse0.0falsefalsefalse0.00.0

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

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

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part II, Line 3 Column AThe difference between issue price and total proceeds = ($112,125,000) to refinance prior issue.
Schedule K, Part II, Line 3 Column BThe difference between issue price and total proceeds equals $3,437,682 of investment income.
Schedule K, Part II, Line 2 Column C$146,075,000 of the series 2009 issue was defeased by 2016A issue on April 29, 2016.
Schedule K, Part II, Line 3 Column CThe difference between issue price and total proceeds equals the sum of ($42,651,166) to refinance prior issues and $152,473 of investment income.
Schedule K, Part II, Line 3 Page 2, Column AThe outstanding balance of the 2007A issue ($89,665,000) was refunded by the 2015C ($45,000,000) and 2015D ($44,665,000) issues on August 6, 2015.
Schedule K, Part II, Line 3 Page 2, Column CThe difference between issue price and total proceeds was the Original Issue Premium $9,631,168.
Schedule K, Part IV, Line 2c Column CThe computation period was June 19, 2009 through June 18, 2013.
Schedule K, Part IV, Line 2c Page 2, Column BAs 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 IV, Line 2c Page 2, Column CAs 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 the Series 2017 issue, and no rebate computation was required to be prepared in connection with the Series 2017 bonds.
Schedule K, Part IV, Line 2c COLUMN CIssuer name: New Hampshire Health & Educ Facilities Authority The calculation for computing no rebate due was performed on 11/08/2013
Schedule K, Part IV, Line 2c COLUMN BIssuer name: New Hampshire Health & Educ Facilities Authority The calculation for computing no rebate due was performed on 04/29/2016
Schedule K, Part IV, Line 2c COLUMN CIssuer 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 (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
New Hampshire Health & Educ Facilities Authority
A0202798662015-08-06$89,665,000Refund 04-05-07 series 07A issuefalsefalsefalse
New Hampshire Health & Educ Facilities Authority
B0202798662016-04-29$165,000,000Partially defeased 06-18-09 09A issuefalsefalsefalse
New Hampshire Health & Educ Facilities Authority
C0202798662017-12-21$37,660,000Partially defeased 06-18-09 09A issuefalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$89,665,000$0$0$0$0$0$0$0$89,665,000$02009Yes (true)falseYes (true)Yes (true)
B$0$0$165,000,000$0$0$165,000,000$0$0$0$0$0$02012falseYes (true)Yes (true)Yes (true)
C$0$0$47,291,168$0$0$46,939,540$351,628$0$0$0$0$02012falseYes (true)Yes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndEngage Bond Counsel ResearchEngageBondCounselResearchInd
Afalsefalsefalsefalse0.00860.00.0086falsefalseYes (true)
BfalsefalsefalseYes (true)0.00.00.0falsefalseYes (true)Yes (true)
CfalsefalsefalseYes (true)0.00.00.0falsefalseYes (true)Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

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

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

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

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
TPG Group
Dartmouth Trustee and TPG Founding Partner$174,165Capital Contributionfalse
TPG Group
Dartmouth Trustee and TPG Founding Partner$1,882,956Capital Distributionfalse
Gail Gentes
Spouse of Officer$75,813Calendar 2017 compensation as an employeefalse
Paul Young
Spouse of Officer$155,005Calendar 2017 compensation as an employeefalse

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution23ContributionCnt
Noncash Contributions Rpt F990$27NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - $1 per donor creditMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution790ContributionCnt
Noncash Contributions Rpt F990$62,297,861NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution6ContributionCnt
Noncash Contributions Rpt F990$509,271NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$2NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Miscellaneous SecuritiesMiscellaneousGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

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

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Self-created7$7Other - $1 per donor credit
Yes (X)Miscellaneous7$7Other - $1 per donor credit
Yes (X)Specialized equipment5$5Other - $1 per donor credit
Yes (X)Horses & equipment3$4Other - $1 per donor credit
FieldValueIRS element (for citing)
Form8283 Received9Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 11b Review of form 990 by governing bodyThe 990 review process is as follows: A draft of the completed Form 990 is sent to the Audit 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 policyCompliance with Dartmouth's institution-wide Conflict of Interest policy is required by College policy. Compliance is monitored by the Office of the General Counsel, which reviews information concerning potential conflicts solicited from approximately 355 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 interests that may affect or be affected by proposed research. In addition, the Office of the General Counsel and the Investment Office monitor compliance with the Policy on Pecuniary Benefit Transactions and Related Party Investments.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialThe process for determining the compensation of Dartmouth's President and other officers and key employees is as follows: (1) Comparability data are gathered by the Chief Human Resources Officer from a compensation survey conducted by a nationally known compensation consulting firm and shared with officials responsible for setting the compensation for the officers and key employees. (2) Recommendations for compensation adjustments for officers and key employees are prepared by the officials responsible for setting the compensation of said employees, using comparability data and a review of the employee's performance. (3) The officials' recommendations are presented for approval to the 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 employeesThe process for determining the compensation for Dartmouth's other officers and key employees is described above.
Form 990, Part VI, Line 19 Required documents available to the publicDartmouth makes its governing document (The Charter of Dartmouth College), conflict of interest policies and financial statements available to the public by posting these documents on its website.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesNet unrealized change in value of non-investment items - XXX-XX-XXXX; Net change in split-interest agreements - 8342364;
Form 990 Part IV, Line 28c Business Transactions with Interested PersonsSpecialized and rigorous conflict-of-interest requirements apply to Dartmouth investments with firms in which related parties (e.g., Trustees or non-Trustee Investment Committee members, as well as other categories of officers and Dartmouth employees) have a financial interest. Under the New Hampshire Pecuniary Benefit Law (Revised Statutes Annotated, Chapter 7:19-a) and Dartmouth's Policy on Pecuniary Benefit Transactions and Related Party Investments, such investments are subject to substantial oversight. Before such an investment may be made, the Investment Office must submit to the Board of Trustees an analysis documenting (1) that the transaction is fair and reasonable to Dartmouth; and (2) that the terms of the investment are no less favorable to Dartmouth than the terms of other recent similar investments not involving related parties. The analysis must also document that Dartmouth's investment would not comprise more than 10% of the fund and must identify any other institutional investors who have committed to participate in the same fund. Based on this information, the proposed investment is considered by the Investment Committee of the Board of Trustees, the Audit Committee and the full Board. In each instance, any Trustee or non-Trustee Investment Committee member associated with the firm involved in the investment must be recused from the discussion and vote. The investment may not be made unless the Audit Committee approves, and the Investment Committee and the Board each give their approval by a two-thirds majority of disinterested members. In accordance with State law, a notice of the proposed investment, if in the amount of $5,000 or more - identifying Dartmouth, the related party, the investment firm, and the amount of the investment - is then filed with the State Attorney General's Office and published in the local daily newspaper, before the investment can occur. On an annual basis, the Chief Investment Officer must submit a report to the Audit Committee containing information about related party investments, including a comparison of the performance of such investments with the performance of other investments during the previous fiscal year.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Tuck Capital Partners Management LLC
100 Tuck HallHanoverNH03755475516892InvestmentsNH$0$0Trustees of Dartmouth College
TuckDEN Ventures Management LLC
100 Tuck HallHanoverNH03755475535191InvestmentsNH$0$0Trustees of Dartmouth College

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
Dartmouth Educational Loan Corporation
7 Lebanon Street Suite 302HanoverNH03755020362923Educational LoansNH501(c)(3)Type ITrustees of Dartmouth CollegeYes (true)
Seven Lebanon Street Inc
7 Lebanon Street Suite 302HanoverNH03755020514301Real Estate HoldingNH501(c)(25)Trustees of Dartmouth CollegeYes (true)
South Street Downtown Holdings Inc
7 Lebanon Street Suite 302HanoverNH03755020518373Real Estate HoldingNH501(c)(25)Trustees of Dartmouth CollegeYes (true)
Foundation for Jewish Life at Dartmouth
7 Lebanon Street Suite 302HanoverNH03755020486238Real Estate HoldingNH501(c)(2)Trustees of Dartmouth CollegeYes (true)
Hamden Assurance Risk Retention Group Inc
30 Main Street Suite 330BurlingtonVT05401208530788InsuranceVT501(c)(3)Type IDartmouth-Hitchcock Clinicfalse
Dartmouth College Trust
7 Lebanon Street Suite 302HanoverNH03755FundraisingTrustees of Dartmouth CollegeYes (true)UK
The Dartmouth Educational Association
3 Stoneview LaneSharonMA02067046045227Educational LoansMA501(c)(3)Type III-FINAfalse
Dartmouth-Hitchcock Medical Center
One Medical Center DriveLebanonNH037560001222715483Health Care AdministrationNH501(c)(3)Type INAfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
Tuck Capital Partners LP
100 Tuck HallHanoverNH03755383983593InvestmentsNHTrustees of Dartmouth CollegeExcluded$0$0falseYes (true)0.99
TuckDEN Ventures LP
100 Tuck HallHanoverNH03755300887557InvestmentsNHTrustees of Dartmouth CollegeExcluded$0$0falseYes (true)0.99

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
Charitable Remainder Unitrusts (94)
Fundraising/DevelopmentNHTrustees of Dartmouth CollegeTrustfalse
Pooled Income Funds (3)
Fundraising/DevelopmentNHTrustees of Dartmouth CollegeTrustfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (14 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Dartmouth Educational Loan Corporation
A$2,102,100Cost
Dartmouth Educational Loan Corporation
R$2,034,186Cost
Dartmouth Educational Loan Corporation
L$155,224Cost
Foundation for Jewish Life at Dartmouth
L$98,658Cost
Foundation for Jewish Life at Dartmouth
S$51,000Cost
Foundation for Jewish Life at Dartmouth
R$177,165Cost
Seven Lebanon Street Inc
K$1,528,555Cost
Seven Lebanon Street Inc
L$135,608Cost
Seven Lebanon Street Inc
S$440,000Cost
South Street Downtown Holding Inc
K$202,686Cost
South Street Downtown Holding Inc
L$171,708Cost
South Street Downtown Holding Inc
S$850,000Cost
Charitable Remainder Trusts (2)
S$1,728,516Cost
Dartmouth College Trust
C$612,455Cost

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part IV Charitable Remainder Trusts and Pooled Income FundsFormAndLineReferenceDesc
ExplanationDartmouth College controls a total of 94 Charitable Remainder Trusts and 3 Pooled Income Funds, all domiciled in the State of New Hampshire.ExplanationTxt

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