FURP.ORG / PUBLIC DATA EXPLORER

WELLESLEY COLLEGE: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
WELLESLEY COLLEGE (EIN 04-2103637)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-05-15
IRS object ID
201741359349302494
Schema version
2015v3.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-15T09:46:19-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN340677006PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MALONEY NOVOTNY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11111 SUPERIOR AVE SUITE 700AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441142540ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042103637EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WELLESLEY COLLEGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWELLBusinessNameControlTxt
Phone7812831000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1106 CENTRAL STREETAddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024818203ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBEN HAMMONDPersonNm
Person TitleINTERIM VP FOR FIN.&TREASURERPersonTitleTxt
Phone7812831000PhoneNum
Signature2017-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTOPHER B ANDERSONPreparerPersonNm
PTINP00226559PTIN
Phone2163630100PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPAULA A JOHNSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1106 CENTRAL STREETAddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02481ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$949,411,220GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WELLESLEY.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1870FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionWELLESLEY IS THE PREEMINENT COLLEGE FOR GIFTED YOUNG WOMEN THAT PROVIDES A SUPERIOR 4-YEAR LIBERAL ARTS EDUCATION, PREPARING THEM FOR LEADERSHIP IN A DIVERSE AND CHANGING WORLD.ActivityOrMissionDesc
Voting Members Governing Body32VotingMembersGoverningBodyCnt
Voting Members Independent32VotingMembersIndependentCnt
Total Employee3289TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$703,415TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$560,147NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$76,103,854PYContributionsGrantsAmt
CY Contributions Grants$94,615,915CYContributionsGrantsAmt
PY Program Service Revenue$134,673,835PYProgramServiceRevenueAmt
CY Program Service Revenue$143,636,094CYProgramServiceRevenueAmt
PY Investment Income$183,249,182PYInvestmentIncomeAmt
CY Investment Income$36,086,775CYInvestmentIncomeAmt
PY Other Revenue$10,958,198PYOtherRevenueAmt
CY Other Revenue$10,436,597CYOtherRevenueAmt
PY Total Revenue$404,985,069PYTotalRevenueAmt
CY Total Revenue$284,775,381CYTotalRevenueAmt
PY Grants And Similar Paid$51,304,301PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$56,996,360CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$132,245,498PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$138,530,608CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$15,780,971CYTotalFundraisingExpenseAmt
PY Other Expenses$78,599,892PYOtherExpensesAmt
CY Other Expenses$81,890,348CYOtherExpensesAmt
PY Total Expenses$262,149,691PYTotalExpensesAmt
CY Total Expenses$277,417,316CYTotalExpensesAmt
PY Revenues Less Expenses$142,835,378PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$7,358,065CYRevenuesLessExpensesAmt
Total Assets BOY$2,484,115,499TotalAssetsBOYAmt
Total Assets EOY$2,422,459,289TotalAssetsEOYAmt
Total Liabilities BOY$362,006,831TotalLiabilitiesBOYAmt
Total Liabilities EOY$392,873,390TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,122,108,668NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,029,585,899NetAssetsOrFundBalancesEOYAmt
MissionWELLESLEY'S MISSION IS TO EDUCATE TALENTED YOUNG WOMEN AND EQUIP THEM TO MAKE A SIGNIFICANT DIFFERENCE IN THEIR COMMUNITIES, ORGANIZATIONS, AND AROUND THE WORLD.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$172,409,344ExpenseAmt
Grant$0GrantAmt
Revenue$142,696,387RevenueAmt
DescOUTSTANDING EDUCATION: WELLESLEY IS COMMITTED TO ENSURING THAT OUR EXCELLENT LIBERAL ARTS CURRICULUM IS BOTH INTELLECTUALLY AND CULTURALLY BROAD TO PREPARE OUR GRADUATES FOR THEIR LIVES AFTER COLLEGE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$61,595,815ExpenseAmt
Grant$56,996,360GrantAmt
Revenue$0RevenueAmt
DescWELLESLEY COLLEGE HAS A LONG TRADITION OF NEED-BLIND ADMISSION FOR U.S. CITIZENS AND PERMANENT RESIDENTS, MAKING ADMISSION DECISIONS WITHOUT REGARD TO A FAMILY'S FINANCIAL SITUATION. THROUGH ITS FINANCIAL AID PROGRAM, THE COLLEGE MEETS 100 PERCENT OF A STUDENT'S DEMONSTRATED FINANCIAL NEED. RESOURCES DEDICATED TO THE FINANCIAL AID PROGRAM ENSURE THAT WELLESLEY IS SUCCESSFUL IN RECRUITING AND ENROLLING A STRONG AND DIVERSE STUDENT BODY WITH CONTINUED ATTENTION TO ISSUES OF FINANCING AND AFFORDABILITY.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$9,570,064ExpenseAmt
Grant$0GrantAmt
Revenue$9,570,064RevenueAmt
DescSPONSORED RESEARCH: WELLESLEY PRIDES ITSELF ON ITS COMMITMENT TO SUPPORTING THE TEACHER-SCHOLAR IDEAL, ENABLING OUR GIFTED FACULTY MEMBERS TO INTEGRATE THEIR LOVE OF TEACHING AND WORKING CLOSELY WITH STUDENTS WITH THEIR PURSUIT OF THE ADVANCEMENT OF KNOWLEDGE THROUGH THEIR WORLD-CLASS RESEARCH.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$243,575,223TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document670IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee3289EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryFRForeignCountryCd
Foreign CountryMXForeignCountryCd
Foreign CountryITForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members32GoverningBodyVotingMembersCnt
Independent Voting Member32IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonPIPER ORTONPersonNm
Phone7812831000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1106 CENTRAL STREETAddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024818203ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (50 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
LAURA DEIGNAULT GATES
CHAIR12.000.00Yes (X)$0$0$0
STEPHEN W KIDDER
VICE CHAIR10.000.00Yes (X)$0$0$0
KENNETH G BARTELS
TRUSTEE3.000.00Yes (X)$0$0$0
JUDYANN ROLLINS BIGBY
TRUSTEE2.000.00Yes (X)$0$0$0
BRIAN C BRODERICK
TRUSTEE2.000.00Yes (X)$0$0$0
RUTH CHANG
TRUSTEE2.000.00Yes (X)$0$0$0
ALISON LI CHUNG
TRUSTEE2.000.00Yes (X)$0$0$0
ALICIA M COONEY
TRUSTEE3.000.00Yes (X)$0$0$0
PETER CRANE
TRUSTEE2.000.00Yes (X)$0$0$0
OPHELIA DAHL
TRUSTEE2.000.00Yes (X)$0$0$0
DEBORA DE HOYOS
TRUSTEE3.000.00Yes (X)$0$0$0
KRISTINE HOLLAND DE JUNIAC
TRUSTEE2.000.00Yes (X)$0$0$0
THOMAS E FAUST JR
TRUSTEE3.000.00Yes (X)$0$0$0
SANDRA POLK GUTHMAN
TRUSTEE2.000.00Yes (X)$0$0$0
JUDITH B HALE
TRUSTEE2.000.00Yes (X)$0$0$0
DOROTHY CHAO JENKINS
TRUSTEE3.000.00Yes (X)$0$0$0
LYNN DIXON JOHNSTON
TRUSTEE2.000.00Yes (X)$0$0$0
JAMES T KLOPPENBERG
TRUSTEE2.000.00Yes (X)$0$0$0
SUSAN KOENIGSBERG LUCAS
TRUSTEE2.000.00Yes (X)$0$0$0
ELLEN GOLDBERG LUGER
TRUSTEE3.000.00Yes (X)$0$0$0
LAURA RUSSELL MALKIN
TRUSTEE3.000.00Yes (X)$0$0$0
ELLEN R MARRAM
TRUSTEE3.000.00Yes (X)$0$0$0
LAWRY JONES MEISTER
TRUSTEE2.000.00Yes (X)$0$0$0
PAMELA A MELROY
TRUSTEE2.000.00Yes (X)$0$0$0
CHRISTOPHER T PASKO
TRUSTEE2.000.00Yes (X)$0$0$0
PRIYA PAUL
TRUSTEE2.000.00Yes (X)$0$0$0
DIAMOND SHARP
TRUSTEE2.000.00Yes (X)$0$0$0
SUSAN L WAGNER
TRUSTEE3.000.00Yes (X)$0$0$0
JENAI SULLIVAN WALL
TRUSTEE2.000.00Yes (X)$0$0$0
MARY H WHITE
TRUSTEE3.000.00Yes (X)$0$0$0
BUNNY WINTER
TRUSTEE3.000.00Yes (X)$0$0$0
GEORGIA MURPHY JOHNSON
EX OFFICIO TRUSTEE (PRES.WCAA)2.000.00Yes (X)$0$0$0
H KIM BOTTOMLY
PRESIDENT70.000.00$508,756$0$106,589Yes (X)
BENJAMIN HAMMOND
VP FOR FIN.&ADMIN.&TREAS.60.000.00$279,326$0$49,972Yes (X)
DEBORAH F KUENSTNER
CHIEF INVESTMENT OFFICER60.000.00$1,399,422$0$34,828Yes (X)
CAMERAN M MASON
VP-RESOURCES&PUB.AFF.60.000.00$281,562$0$52,613Yes (X)
ANDREW SHENNAN
PROVOST&DEAN OF COLLEGE60.000.00$300,486$0$50,065Yes (X)
KATHLEEN R BROWNE
DIRECTOR-INVESTMENTS60.000.00$803,783$0$48,518Yes (X)
DEBRA S DEMEIS
DEAN OF STUDENTS60.000.00$249,866$0$42,911Yes (X)
ADELE WOLFSON
INTERIM DEAN OF STUDENTS60.000.00$181,347$0$39,386Yes (X)
JOY ST JOHN
DEAN-ADMISS.&STU.FIN.SVCS.60.000.00$150,502$0$38,049Yes (X)
RICHARD G FRENCH
DEAN OF ACADEMIC AFF.60.000.00$247,997$0$48,064Yes (X)
ANN VELENCHIK
DEAN OF ACADEMIC AFF.60.000.00$171,374$0$61,503Yes (X)
KATHRYN LYNCH
DEAN OF FACULTY60.000.00$239,933$0$48,128Yes (X)
RAY OQUENDO
DIR-INVEST.OPERATIONS60.000.00$575,344$0$48,334Yes (X)
GANESAN RAVISHANKER
CHIEF.INFO.OFF.&ASSOC.DEAN60.000.00$240,077$0$30,238Yes (X)
ROSEANN C CARPENTER
INVESTMENT OFFICER60.000.00$501,075$0$48,133Yes (X)
PHILLIP LEVINE
PROFESSOR OF ECONOMICS60.000.00$235,708$0$93,217Yes (X)
FRANK L BIDART
PROFESSOR OF ENGLISH60.000.00$218,892$0$31,353Yes (X)
GLENN STARK
PROFESSOR OF PHYSICS60.000.00$207,954$0$45,738Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$6,793,404TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$917,639TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K259IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ASTON CONTRACTING LLC
39 PROSPECT STREETSHERBORNMA01770CARPENTRY$1,444,476
KIERAN TIMBERLAKE ASSOCIATES LLP
841 N AMERICAN STREETPHILADELPHIAPA19123ARCHITECTS$1,027,472
ROPES & GRAY
ONE INTERNATIONAL PLAZABOSTONMA02110LEGAL FEES$534,930
BENNINGTON DESIGN MANAGEMENT
30 CENTRAL STREET STE 6PEABODYMA01960DESIGN SERVICES$336,933
OFF THE VINE CATERING
31 ANTWERP STBOSTONMA02135CATERING SERVICES$240,855
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K14CntrctRcvdGreaterThan100KCnt
Government Grants$6,032,280GovernmentGrantsAmt
All Other Contributions$88,583,635AllOtherContributionsAmt
Noncash Contributions$6,996,689NoncashContributionsAmt
Total Contributions$94,615,915TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
STUDENT TUITION AND FEES900099$112,069,515$112,069,515
STUDENT ROOM AND BOARD900099$31,566,579$31,566,579
FieldValueIRS element (for citing)
Total Program Service Revenue$143,636,094TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,641,952TotalRevenueColumnAmt
Unrelated Business Revenue-$1,102,825UnrelatedBusinessRevenueAmt
Exclusion$13,744,777ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$687,323,000SecuritiesAmt
Other$757,662OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$664,635,839SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$22,687,161SecuritiesAmt
Other$757,662OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,444,823TotalRevenueColumnAmt
Exclusion$23,444,823ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
AUXILIARY ENTERPRISES900099$7,872,487$7,857,961$14,526
WELLESLEY COLLEGE CLUB722320$1,455,020$569,536$885,484
NEHOIDEN GOLF CLUB713990$1,109,090$202,860$906,230
FieldValueIRS element (for citing)
Other Revenue Total$10,436,597OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$284,775,381TotalRevenueColumnAmt
Related Or Exempt Func Income$152,266,451RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$703,415UnrelatedBusinessRevenueAmt
Exclusion$37,189,600ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$52,657,457TotalAmt
Program Services$52,657,457ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$4,338,903TotalAmt
Program Services$4,338,903ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,269,680TotalAmt
Program Services$4,498,693ProgramServicesAmt
Management And General$468,566ManagementAndGeneralAmt
Fundraising$302,421FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$97,510,015TotalAmt
Program Services$83,730,659ProgramServicesAmt
Management And General$8,338,424ManagementAndGeneralAmt
Fundraising$5,440,932FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$12,990,369TotalAmt
Program Services$11,089,797ProgramServicesAmt
Management And General$1,155,070ManagementAndGeneralAmt
Fundraising$745,502FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$15,917,348TotalAmt
Program Services$11,860,313ProgramServicesAmt
Management And General$2,145,178ManagementAndGeneralAmt
Fundraising$1,911,857FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,843,196TotalAmt
Program Services$5,841,994ProgramServicesAmt
Management And General$608,479ManagementAndGeneralAmt
Fundraising$392,723FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$6,784,965TotalAmt
Program Services$5,918,932ProgramServicesAmt
Management And General$64,932ManagementAndGeneralAmt
Fundraising$801,101FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$730,919TotalAmt
Management And General$730,919ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$226,665TotalAmt
Management And General$226,665ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$594,962TotalAmt
Management And General$594,962ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,410,028TotalAmt
Program Services$3,543,324ProgramServicesAmt
Management And General$40,641ManagementAndGeneralAmt
Fundraising$2,826,063FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,916,745TotalAmt
Program Services$7,090,285ProgramServicesAmt
Management And General$341,575ManagementAndGeneralAmt
Fundraising$484,885FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$560,536TotalAmt
Program Services$513,727ProgramServicesAmt
Management And General$28,097ManagementAndGeneralAmt
Fundraising$18,712FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,985,559TotalAmt
Program Services$8,247,040ProgramServicesAmt
Management And General$414,388ManagementAndGeneralAmt
Fundraising$324,131FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,252,511TotalAmt
Program Services$3,671,452ProgramServicesAmt
Management And General$263,780ManagementAndGeneralAmt
Fundraising$317,279FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$975,681TotalAmt
Program Services$476,601ProgramServicesAmt
Management And General$132,799ManagementAndGeneralAmt
Fundraising$366,281FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$9,350,197TotalAmt
Program Services$9,350,197ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$15,912,896TotalAmt
Program Services$13,467,880ProgramServicesAmt
Management And General$2,027,780ManagementAndGeneralAmt
Fundraising$417,236FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,833,224TotalAmt
Program Services$1,800,692ProgramServicesAmt
Fundraising$32,532FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
EQUIPMENT RENTAL$6,129,601$5,625,084$453,492$51,025
STUDY AWAY EXPENSES$4,599,455$4,599,455
MUSEUM COSTS$1,481,620$1,481,620
PRINTING & PUBLICATIONS$1,476,808$1,067,938$25,375$383,495

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,667,976TotalAmt
Program Services$2,703,180ProgramServicesAmt
Fundraising$964,796FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$277,417,316TotalAmt
Program Services$243,575,223ProgramServicesAmt
Management And General$18,061,122ManagementAndGeneralAmt
Fundraising$15,780,971FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$74,922,624BOYAmt
EOY$60,682,199EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$18,231,871BOYAmt
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$63,920,195BOYAmt
EOY$92,428,806EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,007,725BOYAmt
EOY$8,697,000EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$398,573BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$8,245,357BOYAmt
EOY$8,249,228EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$820,908BOYAmt
EOY$744,571EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,513,066BOYAmt
EOY$5,740,086EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$588,645,156LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$256,058,999LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$312,379,964BOYAmt
EOY$332,586,157EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$816,928,000BOYAmt
EOY$793,769,000EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,178,747,216BOYAmt
EOY$1,119,562,242EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,484,115,499BOYAmt
EOY$2,422,459,289EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$84,762,222BOYAmt
EOY$119,134,398EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$5,944,777BOYAmt
EOY$5,454,748EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,189,945BOYAmt
EOY$1,078,000EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$138,652,771BOYAmt
EOY$137,496,627EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$95,900,000BOYAmt
EOY$94,045,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$35,557,116BOYAmt
EOY$35,664,617EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$362,006,831BOYAmt
EOY$392,873,390EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$653,494,132BOYAmt
EOY$601,503,524EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$933,578,403BOYAmt
EOY$877,416,070EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$535,036,133BOYAmt
EOY$550,666,305EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,122,108,668BOYAmt
EOY$2,029,585,899EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,484,115,499BOYAmt
EOY$2,422,459,289EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$7,358,065ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$99,885,745NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$4,911PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)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$45,172,179CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$52,588,567CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$83,866,213CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$76,103,854CurrentTaxYearMinus1YearAmt
Current Tax Year$94,615,915CurrentTaxYearAmt
Total$352,346,728TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$45,172,179CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$52,588,567CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$83,866,213CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$76,103,854CurrentTaxYearMinus1YearAmt
Current Tax Year$94,615,915CurrentTaxYearAmt
Total$352,346,728TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$352,346,728PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,889,416CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,572,643CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,244,418CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,751,596CurrentTaxYearMinus1YearAmt
Current Tax Year$12,641,952CurrentTaxYearAmt
Total$73,100,025TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,774,869CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,941,912CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,918,785CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,958,198CurrentTaxYearMinus1YearAmt
Current Tax Year$14,046,275CurrentTaxYearAmt
Total$54,640,039TotalAmt
FieldValueIRS element (for citing)
Total Support$480,086,792TotalSupportAmt
Gross Receipts Rltd Activities$662,513,431GrossReceiptsRltdActivitiesAmt
Public Support CY1700.73390PublicSupportCY170Pct
Public Support PY1700.71580PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationWELLESLEY COLLEGE CLUB - 2011 AMOUNT: $ 3,540,376. 2012 AMOUNT: $ 1,580,499. 2013 AMOUNT: $ 1,597,911. 2014 AMOUNT: $ 1,540,673. 2015 AMOUNT: $ 1,455,020. AUX ENTERPRISES - 2011 AMOUNT: $ 8,647,579. 2012 AMOUNT: $ 6,292,932. 2013 AMOUNT: $ 7,256,504. 2014 AMOUNT: $ 8,302,634. 2015 AMOUNT: $ 11,482,165. NEHOIDEN GOLF CLUB - 2011 AMOUNT: $ 1,017,316. 2012 AMOUNT: $ 1,068,481. 2013 AMOUNT: $ 1,064,370. 2014 AMOUNT: $ 1,114,891. 2015 AMOUNT: $ 1,109,090. OTHER - 2011 AMOUNT: $ -2,430,402.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,881,030,003BeginningYearBalanceAmt
Contributions$19,077,480ContributionsAmt
Investment Earnings Or Losses-$32,224,819InvestmentEarningsOrLossesAmt
Grants Or Scholarships$40,835,838GrantsOrScholarshipsAmt
Other Expenditures$42,567,180OtherExpendituresAmt
End Year Balance$1,784,479,646EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,834,136,919BeginningYearBalanceAmt
Contributions$28,253,254ContributionsAmt
Investment Earnings Or Losses$100,454,799InvestmentEarningsOrLossesAmt
Grants Or Scholarships$40,502,006GrantsOrScholarshipsAmt
Other Expenditures$41,312,963OtherExpendituresAmt
End Year Balance$1,881,030,003EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,576,336,888BeginningYearBalanceAmt
Contributions$54,231,950ContributionsAmt
Investment Earnings Or Losses$285,054,954InvestmentEarningsOrLossesAmt
Grants Or Scholarships$39,849,148GrantsOrScholarshipsAmt
Other Expenditures$41,637,725OtherExpendituresAmt
End Year Balance$1,834,136,919EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,468,582,412BeginningYearBalanceAmt
Contributions$13,734,567ContributionsAmt
Investment Earnings Or Losses$173,944,004InvestmentEarningsOrLossesAmt
Grants Or Scholarships$39,019,540GrantsOrScholarshipsAmt
Other Expenditures$40,904,555OtherExpendituresAmt
End Year Balance$1,576,336,888EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,523,683,354BeginningYearBalanceAmt
Contributions$16,215,989ContributionsAmt
Investment Earnings Or Losses$7,076,035InvestmentEarningsOrLossesAmt
Grants Or Scholarships$38,315,390GrantsOrScholarshipsAmt
Other Expenditures$40,077,576OtherExpendituresAmt
End Year Balance$1,468,582,412EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.31270BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.29580PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.39150TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$39,630,187OtherCostOrOtherBasisAmt
Book Value$39,630,187BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$463,538,150OtherCostOrOtherBasisAmt
Depreciation$250,416,943DepreciationAmt
Book Value$213,121,207BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,151,536OtherCostOrOtherBasisAmt
Depreciation$5,642,056DepreciationAmt
Book Value$2,509,480BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$77,325,283OtherCostOrOtherBasisAmt
Book Value$77,325,283BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$332,586,157TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PRIVATE EQUITY$391,799,000F
REAL ASSETS$212,910,000F
ABSOLUTE RETURN$464,502,000F
MISCELLANEOUS OTHER$22,901,242F
RESTRICTED CONSTRUCTION FUNDS$27,450,000F
FieldValueIRS element (for citing)
Total Book Value Securities$1,119,562,242TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
GOVERNMENT LOAN ADVANCES$4,479,617
ANNUITIES&UNITRUSTS PAYABLE$31,185,000
FieldValueIRS element (for citing)
Total Liability$35,664,617TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$132,752,843TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$99,885,745NetUnrealizedGainsInvstAmt
Other Revenue$19,170,723OtherRevenueAmt
Revenue Not Reported-$80,715,022RevenueNotReportedAmt
Revenue Subtotal$213,467,865RevenueSubtotalAmt
Investment Expenses Not Incld$14,311,156InvestmentExpensesNotIncldAmt
Other Revenues Not Included$56,996,360OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$71,307,516RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$284,775,381TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$225,280,523TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$19,170,723OtherExpensesIncludedAmt
Expenses Not Reported$19,170,723ExpensesNotReportedAmt
Expenses Subtotal$206,109,800ExpensesSubtotalAmt
Investment Expenses Not Incld2$14,311,156InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$56,996,360OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$71,307,516ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$277,417,316TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 1A:FINANCIAL STATEMENT FOOTNOTE REGARDING ART COLLECTION - WELLESLEY COLLEGE DOES NOT REPORT AS REVENUE ANY GIFTS FOR WORKS OF ART. IN ADDITION, THE COLLEGE DOES NOT CAPITALIZE WORKS OF ART AS ASSETS ON ITS BALANCE SHEET. THIS TREATEMENT IS PERMITTED UNDER SFAS 116. THE COLLEGE'S AUDITED FINANCIAL STATEMENTS DO NOT CONTAIN A FOOTNOTE REGARDING WORKS OF ART, HISTORICAL TREASURES, OR OTHER SIMILAR ASSETS HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE.
PART III, LINE 4:DESCRIPTION OF ORGANIZATION'S COLLECTION - THE DAVIS MUSEUM AND CULTURAL CENTER HAS A PERMANENT COLLECTION OF APPROXIMATELY 10,000 OBJECTS DATING FROM ANCIENT TIMES TO PRESENT DAY. INCLUDED ARE PAINTINGS, SCULPTURE, DECORATIVE OBJECTS, AND WORKS ON PAPER REPRESENTING THE CREATIVE GENIUS OF CULTURES AROUND THE WORLD. THE COLLECTION OF THE MUSEUM SERVES AS A VALUED TEACHING RESOURCE FOR STUDENTS AND FACULTY IN MULTIPLE DISCIPLINES. PROFESSORS FREQUENTLY ASSIGN STUDENTS TO SEE AND THINK ABOUT PIECES BEING SHOWN IN THE MUSEUM; THE MUSEUM ALSO MAKES AVAILABLE WORKS FROM THE PERMANENT COLLECTION TO CLASSES MEETING IN THE MUSEUM. FUNDAMENTAL TO THE SPIRIT OF THESE EXERCISES IS THE STUDENTS' ENCOUNTERS WITH ORIGINAL WORKS OF ART, RATHER THAN REPRODUCTIONS. IN ADDITION TO THESE FORMAL LEARNING EXPERIENCES, THE DAVIS MUSEUM PLAYS A CENTRAL ROLE IN THE COLLEGE'S EFFORTS TO RAISE IN ITS STUDENTS AN AWARENESS OF RICHNESS AND OF HUMAN CREATIVITY AND A RESPECT FOR DIVERSITY.
PART V, LINE 4:INTENDED USES OF ENDOWMENT FUNDS - WELLESLEY COLLEGE'S ENDOWED FUNDS ARE USED TO SUPPORT CRITICAL ACADEMIC PROGRAMS OF THE COLLEGE AND FINANCIAL AID TO STUDENTS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:MINIMUM PENSION LIABILITY 9,203,000. NET GAIN ON INTEREST RATE SWAP 9,665,000. GIFTS IN-KIND 302,723.
PART XI, LINE 4B - OTHER ADJUSTMENTS:FINANCIAL AID INCLUDING PELL GRANTS 56,996,360.
PART XII, LINE 2D - OTHER ADJUSTMENTS:MINIMUM PENSION LIABILITY 9,203,000. NET GAIN ON INTEREST RATE SWAP 9,665,000. GIFTS IN-KIND 302,723.
PART XII, LINE 4B - OTHER ADJUSTMENTS:FINANCIAL AID INCLUDING PELL GRANTS 56,996,360.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3ALL COLLEGE PUBLICATIONS, INCLUDING RECRUITMENT BROCHURES AND CATALOGS, COURSE DESCRIPTION DOCUMENTS, THE COLLEGE'S WEBSITE, AND FACULTY AND STUDENT HANDBOOKS, ETC. OUTLINE THE INSTITUTION'S NONDISCRIMINATORY POLICY.
SCHEDULE E, PART I, LINE 6WELLESLEY COLLEGE PARTICIPATES IN VARIOUS STUDENT FINANCIAL AID PROGRAMS FROM THE U.S. DEPARTMENT OF EDUCATION, INCLUDING THE FOLLOWING PROGRAMS: PELL GRANTS, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS, PERKINS LOANS, AND COLLEGE WORK-STUDY PROGRAMS.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (25 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$351,192,653
EAST ASIA AND THE PACIFIC00INVESTMENTS$124,249,152
EUROPE (INCLUDING ICELAND & GREENLAND)00INVESTMENTS$182,865,439
MIDDLE EAST AND NORTH AFRICA00INVESTMENTS$8,818,246
NORTH AMERICA00INVESTMENTS$16,386,982
SOUTH ASIA00INVESTMENTS$2,463,666
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICES$125,105STUDY AWAY TUITION
EAST ASIA AND THE PACIFIC00PROGRAM SERVICES$300,541STUDY AWAY TUITION
EUROPE (INCLUDING ICELAND & GREENLAND)16PROGRAM SERVICES$2,139,161ACAD.PROG.FOR STUDENTS
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICES$2,224,542STUDY AWAY TUITION
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICES$72,645STUDY AWAY TUITION
NORTH AMERICA00PROGRAM SERVICES$76,905STUDY AWAY TUITION
RUSSIA AND NEIGHBORING STATES00PROGRAM SERVICES$80,911STUDY AWAY TUITION
SOUTH AMERICA00PROGRAM SERVICES$181,087STUDY AWAY TUITION
SOUTH ASIA00PROGRAM SERVICES$48,980STUDY AWAY TUITION
SUB-SAHARAN AFRICA00PROGRAM SERVICES$68,380STUDY AWAY TUITION
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,00PROGRAM SERVICES$20,000INTERNSHIPS
EAST ASIA AND THE PACIFIC00PROGRAM SERVICES$40,034INTERNSHIPS
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICES$174,132INTERNSHIPS
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICES$14,000INTERNSHIPS
NORTH AMERICA00PROGRAM SERVICES$5,334INTERNSHIPS
RUSSIA AND NEIGHBORING STATES00PROGRAM SERVICES$9,000INTERNSHIPS
SOUTH AMERICA00PROGRAM SERVICES$56,000INTERNSHIPS
SOUTH ASIA00PROGRAM SERVICES$49,400INTERNSHIPS
SUB-SAHARAN AFRICA00PROGRAM SERVICES$38,900INTERNSHIPS
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office1ContinutationTotalOfficeCnt
Continutation Total Employee6ContinutationTotalEmployeeCnt
Total Office1TotalOfficeCnt
Total Employee6TotalEmployeeCnt
Subtotal Spent$686,401,784SubtotalSpentAmt
Continuation Spent$5,299,411ContinuationSpentAmt
Total Spent$691,701,195TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmt
FINANCIAL AIDCENTRAL AMERICA AND THE CARIBBEAN2$92,239
FINANCIAL AIDEAST ASIA AND THE PACIFIC18$622,180
FINANCIAL AIDEUROPE (INCLUDING ICELAND & GREENLAND)26$1,395,981
FINANCIAL AIDMIDDLE EAST AND NORTH AFRICA3$115,660
FINANCIAL AIDNORTH AMERICA19$922,266
FINANCIAL AIDSOUTH AMERICA3$139,553
FINANCIAL AIDSOUTH ASIA13$714,494
FINANCIAL AIDSUB-SAHARAN AFRICA10$336,530
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign TrustYes (1)InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationMONITORING USE OF GRANTS FUNDS - THE COLLEGE AWARDS AID TO MEET 100% OF A STUDENT'S DEMONSTRATED NEED. ALL AID IS CREDITED TO THE STUDENT'S ACCOUNT. IF THE STUDENT WITHDRAWS FROM WELLESLEY, THE AID IS ADJUSTED ACCORDINGLY. PAYMENTS IN CONNECTION WITH A STUDY ABROAD PROGRAM ARE MADE WHILE THE STUDENT IS LIVING OUTSIDE THE UNITED STATES. HOWEVER, AT THE TIME THE PAYMENT IS MADE, THE STUDENT IS A RESIDENT OF THE UNITED STATES.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFINANCIAL AIDGrantTypeTxt
Recipient1302RecipientCnt
Cash Grant$52,657,457CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationMONITORING USE OF GRANT FUNDS - THE COLLEGE AWARDS AID TO MEET 100% OF A STUDENT'S DEMONSTRATED NEED. ALL AID IS CREDITED TO THE STUDENT'S ACCOUNT. IF THE STUDENT WITHDRAWS FROM WELLESLEY, THE AID IS ADJUSTED ACCORDINGLY. FOR INTERNSHIPS, THE COLLEGE IS IN CONTACT WITH THE ORGANIZATIONS PROVIDING THE INTERNSHIP TO ENSURE THAT HIGH-QUALITY PROGRAMS ARE PROVIDED TO THE STUDENTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgYes (1)CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 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
H KIM BOTTOMLY
PRESIDENT$475,500$0$25,000$0$8,256$0$32,673$0$73,916$0$615,345$0$0$0
BENJAMIN HAMMOND
VP FOR FIN.&ADMIN.&TREAS.$278,898$0$0$0$428$0$32,673$0$17,299$0$329,298$0$0$0
DEBORAH F KUENSTNER
CHIEF INVESTMENT OFFICER$564,000$0$833,186$0$2,236$0$32,673$0$2,155$0$1,434,250$0$0$0
CAMERAN M MASON
VP-RESOURCES&PUB.AFF.$280,911$0$0$0$651$0$32,673$0$19,940$0$334,175$0$0$0
ANDREW SHENNAN
PROVOST&DEAN OF COLLEGE$269,325$0$30,000$0$1,161$0$32,673$0$17,392$0$350,551$0$0$0
KATHLEEN R BROWNE
DIRECTOR-INVESTMENTS$345,647$0$457,531$0$605$0$32,673$0$15,845$0$852,301$0$0$0
DEBRA S DEMEIS
DEAN OF STUDENTS$246,316$0$2,964$0$586$0$15,096$0$27,815$0$292,777$0$0$0
ADELE WOLFSON
INTERIM DEAN OF STUDENTS$179,319$0$0$0$2,028$0$22,304$0$17,082$0$220,733$0$0$0
JOY ST JOHN
DEAN-ADMISS.&STU.FIN.SVCS.$150,301$0$0$0$201$0$19,410$0$18,639$0$188,551$0$0$0
RICHARD G FRENCH
DEAN OF ACADEMIC AFF.$245,705$0$0$0$2,292$0$30,934$0$17,130$0$296,061$0$0$0
ANN VELENCHIK
DEAN OF ACADEMIC AFF.$171,066$0$0$0$308$0$21,231$0$40,272$0$232,877$0$0$0
KATHRYN LYNCH
DEAN OF FACULTY$238,405$0$0$0$1,528$0$30,105$0$18,023$0$288,061$0$0$0
RAY OQUENDO
DIR-INVEST.OPERATIONS$303,991$0$270,564$0$789$0$32,673$0$15,661$0$623,678$0$0$0
GANESAN RAVISHANKER
CHIEF.INFO.OFF.&ASSOC.DEAN$238,106$0$1,000$0$971$0$29,306$0$932$0$270,315$0$0$0
ROSEANN C CARPENTER
INVESTMENT OFFICER$257,297$0$243,529$0$249$0$32,673$0$15,460$0$549,208$0$0$0
PHILLIP LEVINE
PROFESSOR OF ECONOMICS$235,302$0$0$0$406$0$29,582$0$63,635$0$328,925$0$0$0
FRANK L BIDART
PROFESSOR OF ENGLISH$214,659$0$0$0$4,233$0$24,768$0$6,585$0$250,245$0$0$0
GLENN STARK
PROFESSOR OF PHYSICS$207,073$0$0$0$881$0$26,244$0$19,494$0$253,692$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ABENEFITS PROVIDED - WELLESLEY COLLEGE'S POLICY IS THAT THE COLLEGE WILL NOT PAY FOR - OR REIMBURSE - TRAVEL, MEALS, AND EXPENSES OF THE SPOUSE/PARTNER OF AN EMPLOYEE WITH THE EXCEPTION OF THE PRESIDENT. SPECIFICALLY, WHILE PERFORMING HER OFFICIAL DUTIES IN THE AREAS OF DEVELOPMENT, ALUMNAE RELATIONS, AND OTHER BUSINESS OF THE COLLEGE, THE PRESIDENT MAY BE ACCOMPANIED BY HER SPOUSE, WHO IS EXPECTED TO MAKE AN IMPORTANT CONTRIBUTION TO ACHIEVING THE PURPOSES OF THE TRAVEL OR EVENTS. IN THOSE CASES, THE COLLEGE'S POLICY IS TO AUTHORIZE THE PAYMENT OF ALL TRAVEL AND RELATED EXPENSES OF THE PRESIDENT'S SPOUSE. THE COLLEGE PROVIDES HOUSING TO CERTAIN EMPLOYEES AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE AND BENEFIT OF THE COLLEGE. THE HOUSING REQUIREMENT AS A CONDITION OF EMPLOYMENT IS DOCUMENTED IN THE EMPLOYEES' FILES. THE COLLEGE WILL NOT PAY FOR PERSONAL SERVICES WITH THE EXCEPTION OF THE PRESIDENT'S HOUSE. BECAUSE THE PRESIDENT'S HOUSE IS USED EXTENSIVELY FOR COLLEGE BUSINESS, HOUSEKEEPING SERVICES ARE PROVIDED FOR THE GENERAL SPACE. A CHEF WILL BE AT THE PRESIDENT'S HOUSE TO PROVIDE MEALS FOR BUSINESS PURPOSE FUNCTIONS.
PART I, LINE 6PART I, LINE 6A: PAYMENTS CONTINGENT OF NET EARNINGS - EMPLOYEES IN THE INVESTMENT OFFICE HAVE AN INCENTIVE PERFORMANCE-RELATED BONUS SYSTEM ON THE INVESTMENT PERFORMANCE OF THE WELLESLEY COLLEGE ENDOWMENT.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
WELLESLEY COLLEGE SERIES I
A04210363757586CP252008-01-28$57,385,000CONSTRUCTION - REFINANCING000
WELLESLEY COLLEGE SERIES J
B04210363757583UNP92012-04-01$49,800,000CONSTRUCTION - REFINANCING000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$59,100,349$32,473,135$530,057$22,004,6072010Yes (1)Yes (1)Yes (1)Yes (1)
B$55,497,618$53,683,508$497,618$55,001,3232015Yes (1)Yes (1)Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A000Yes (1)Yes (1)0.026100.02610000
B0000000

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
JP MORGAN
A000Yes (1)Yes (1)Yes (1)31.440000000000000Yes (1)Yes (1)
(no name)
B0Yes (1)000000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
A0
B0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution91ContributionCnt
Noncash Contributions Rpt F990$144,680NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV OR $1 FOR TRACKINGMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$1NoncashContributionsRptF990Amt
Method Of Determining Revenues$1 FOR TRACKINGMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution276ContributionCnt
Noncash Contributions Rpt F990$6,829,443NoncashContributionsRptF990Amt
Method Of Determining RevenuesSELLING PRICE/FMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescOTHER PERS.PPTY.Desc
Contribution212ContributionCnt
Noncash Contributions Rpt F990$22,565NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 32B:USE OF THIRD PARTIES - WELLESLEY COLLEGE USES A SECURITIES BROKER TO SELL ALL DONATED PUBLICLY TRADED SECURITIES. THE FEES CHARGED BY THE BROKER ARE AT FAIR MARKET VALUE.
PART I, LINE 33:ACCOUNTING FOR WORKS OF ART - WELLESLEY COLLEGE DOES NOT REPORT AS REVENUE ANY GIFTS THAT ARE WORKS OF ART. IN ADDITION, THE COLLEGE DOES NOT CAPITALIZE WORKS OF ART AS ASSETS ON ITS BALANCE SHEET.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11FORM 990 REVIEW - FORM 990 WAS PREPARED BY AN OUTSIDE PUBLIC ACCOUNTING FIRM AND REVIEWED BY THE COLLEGE'S FINANCE OFFICE. THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS FORM 990 AND ALL REQUIRED SCHEDULES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990 AND ALL REQUIRED SCHEDULES ARE ALSO DISTRIBUTED TO THE FULL BOARD OF TRUSTEES BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CMONITORING AND ENFORCEMENT OF CONFLICT POLICY - CONFLICT OF INTEREST POLICIES ARE IN PLACE FOR TRUSTEES, OFFICERS, EXTERNAL INVESTMENT COMMITTEE MEMBERS, AND ALL EMPLOYEES. TRUSTEES AND OFFICERS ARE REQUIRED TO DISCLOSE - AT LEAST AS OFTEN AS ANNUALLY AND WHENEVER A POTENTIAL CONFLICT ISSUE ARISES - FINANCIAL OR PERSONAL INTERESTS WHICH MAY GIVE RISE TO CONFLICTS. THE CLERK OF THE BOARD OF TRUSTEES PROVIDES AN ANNUAL REPORT TO THE TRUSTEES SUMMARIZING THE CONFLICT OR POTENTIAL CONFLICT ISSUES. AT LEAST ANNUALLY, THE TRUSTEES REVIEW THE COLLEGE'S RELATIONSHIPS WITH SIGNIFICANT VENDORS OR SERVICE PROVIDERS SERVING THE COLLEGE TO ASSURE THAT SUCH RELATIONSHIPS ARE IN THE BEST INTEREST OF THE COLLEGE AND ARE OTHERWISE CONSISTENT WITH THE TERMS OF THE CONFLICT OF INTEREST POLICY. SELECT DEPARTMENT HEADS AND OTHER EMPLOYEES ON AN ANNUAL BASIS MAKE A WRITTEN DISCLOSURE TO THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION AND TREASURER OF REPORTABLE CONFLICTS OF INTEREST AS DEFINED IN THE CONFLICT OF INTEREST POLICY. EMPLOYEES ARE RESPONSIBLE FOR COMPLETING AND RETURNING A DISCLOSURE FORM TO THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION AND TREASURER. THE RESPONSES MAY BE MODIFIED BY THE EMPLOYEE AT ANY TIME DURING THE YEAR IF THERE ARE CHANGES. THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION AND TREASURER OR HIS DESIGNEE REVIEWS ALL FORMS AND TAKES ANY APPROPRIATE ACTION THAT MAY BE NECESSARY.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION REVIEW AND APPROVAL - THE COMPENSATION OF THE PRESIDENT AND OTHER OFFICERS OF THE COLLEGE IS DETERMINED BY THE COMPENSATION COMMITTEE, A SUBCOMMITTEE OF THE BOARD OF TRUSTEES. THE COMPENSATION COMMITTEE USES VARIOUS COMPARABILITY DATA FROM AN INDEPENDENT COMPENSATION CONSULTANT AS WELL AS OTHER MARKET SURVEYS. KEY EMPLOYEES ARE COMPENSATED BASED UPON THE GUIDELINES THE COLLEGE HAS FOR ADMINISTRATIVE AND FACULTY EMPLOYEES. THESE GUIDELINES INCLUDE REVIEW OF THE MARKET BY LOOKING AT SALARIES FOR COMPARABLE POSITIONS AS WELL AS A MERIT PROGRAM BASED ON PERFORMANCE. COMPENSATION DECISIONS ARE MADE BY PERSONS WHO ARE INDEPENDENT OF THE EMPLOYEES FOR WHOM THE COMPENSATION IS BEING DETERMINED.
FORM 990, PART VI, SECTION C, LINE 19AVAILABILITY OF DOCUMENTS - A COPY OF THE BUSINESS CONDUCT POLICY WHICH INCLUDES THE CONFLICT OF INTEREST POLICY IS GIVEN TO ALL NEW EMPLOYEES UPON HIRE. BOTH THE BUSINESS CONDUCT POLICY AND THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE COLLEGE'S WEBSITE. THE COLLEGE'S ORGANIZING DOCUMENTS ARE AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
WELLESLEY COLLEGE ALUMNAE ASSOCIATION
106 CENTRAL STREETWELLESLEYMA02481042105817ALUMNAE ASSOCMA501(C)(3)LINE 11C, III-FIN/A0
WB DAYCARE INC
106 CENTRAL STREETWELLESLEYMA02481042982305SUPP.DAYCAREMA501(C)(3)LINE 5N/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
WELLESLEY COLLEGE ALUMNAE ASSOCIATION
N$73,707FMV
WB DAYCARE INC
N$224,653FMV