HAMPSHIRE COLLEGE TRUSTEES: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
HAMPSHIRE COLLEGE TRUSTEES (EIN 04-6130872)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-11
IRS object ID
201601329349300040
Schema version
2014v6.0
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)
Return2016-05-11T10:29:35-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MALONEY NOVOTNY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11111 SUPERIOR AVENUE SUITE 700AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44114ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046130872EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HAMPSHIRE COLLEGE TRUSTEESBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% MARY MCENEANYInCareOfNm
Business Name ControlHAMPBusinessNameControlTxt
Phone4135494600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1893 WEST STREETAddressLine1Txt
CityAMHERSTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01002ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY MCENEANYPersonNm
Person TitleVP-FINANCE&ADMIN AND TREASURERPersonTitleTxt
Phone4135494600PhoneNum
Signature2016-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTOPHER B ANDERSONPreparerPersonNm
PTINP00226559PTIN
Phone2163630100PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARY MCENEANYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1893 WEST STREETAddressLine1Txt
CityAMHERSTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01002ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$95,941,598GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HAMPSHIRE.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1965FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO FOSTER A LIFELONG PASSION FOR LEARN- ING,INQUIRY,AND ETHICAL CITIZENSHIP THAT INSPIRES STUDENTS TO CONTRIB- UTE TO KNOWLEDGE,JUSTICE,AND POSITIVE CHANGE IN THE WORLD.ActivityOrMissionDesc
Voting Members Governing Body29VotingMembersGoverningBodyCnt
Voting Members Independent26VotingMembersIndependentCnt
Total Employee1541TotalEmployeeCnt
Total Volunteers361TotalVolunteersCnt
Total Gross UBI$1,252,023TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$79,609NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$10,189,737PYContributionsGrantsAmt
CY Contributions Grants$14,697,135CYContributionsGrantsAmt
PY Program Service Revenue$75,558,231PYProgramServiceRevenueAmt
CY Program Service Revenue$73,491,457CYProgramServiceRevenueAmt
PY Investment Income$2,210,125PYInvestmentIncomeAmt
CY Investment Income$1,575,038CYInvestmentIncomeAmt
PY Other Revenue$1,996,284PYOtherRevenueAmt
CY Other Revenue$2,590,726CYOtherRevenueAmt
PY Total Revenue$89,954,377PYTotalRevenueAmt
CY Total Revenue$92,354,356CYTotalRevenueAmt
PY Grants And Similar Paid$27,533,243PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$27,719,592CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$35,595,313PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$35,538,095CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,832,586CYTotalFundraisingExpenseAmt
PY Other Expenses$20,547,449PYOtherExpensesAmt
CY Other Expenses$20,989,707CYOtherExpensesAmt
PY Total Expenses$83,676,005PYTotalExpensesAmt
CY Total Expenses$84,247,394CYTotalExpensesAmt
PY Revenues Less Expenses$6,278,372PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$8,106,962CYRevenuesLessExpensesAmt
Total Assets BOY$100,365,657TotalAssetsBOYAmt
Total Assets EOY$106,499,142TotalAssetsEOYAmt
Total Liabilities BOY$30,002,183TotalLiabilitiesBOYAmt
Total Liabilities EOY$28,365,086TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$70,363,474NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$78,134,056NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF HAMPSHIRE COLLEGE IS TO FOSTER A LIFELONG PASSION FOR LEARNING, INQUIRY, AND ETHICAL CITIZENSHIP THAT INSPIRES STUDENTS TO CONTRIBUTE TO KNOWLEDGE, JUSTICE, AND POSITIVE CHANGE IN THE WORLD AND, BY DOING SO, TO TRANSFORM HIGHER EDUCATION.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$51,424,007ExpenseAmt
Grant$27,719,592GrantAmt
Revenue$61,957,275RevenueAmt
DescEDUCATIONAL DELIVERY: INCLUDES INSTRUCTIONAL AND OTHER EDUCATIONAL ACTIVITIES. HAMPSHIRE COLLEGE PROVIDES INSTRUCTION FOR 1,357 FTE UNDERGRADUATE STUDENTS AND EMPLOYS 128 FTE FACULTY. EDUCATIONAL DELIVERY ALSO INCLUDES STUDENT FINANCIAL AID PROGRAMS. FINANCIAL AID INCLUDES GRANTS, SCHOLARSHIPS, AND GOVERNMENT AID AWARDS TO ASSIST STUDENTS IN THE FINANCIAL COST OF ATTENDING HAMPSHIRE COLLEGE (1,357 STUDENTS). 93% OF OUR FACULTY HAVE PH.D. OR OTHER TERMINAL DEGREES IN THEIR FIELDS. ACCREDITATION: HAMPSHIRE COLLEGE IS FULLY ACCREDITED BY THE NEW ENGLAND ASSOCIATION OF SCHOOLS AND COLLEGES. MEMBERSHIP IN THE ASSOCIATION INDICATES THAT THE INSTITUTION HAS BEEN CAREFULLY EVALUATED AND FOUND TO MEET STANDARDS AGREED UPON BY QUALIFIED EVALUATORS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$9,090,948ExpenseAmt
Revenue$12,330,790RevenueAmt
DescSTUDENT SERVICES PROGRAMS: INCLUDES THE COST OF HEALTH SERVICES, RECREATIONAL ATHLETICS, DEAN OF STUDENT OFFICE EXPENSES AND OTHER SUPPORT SERVICES FOR 1,357 STUDENTS. HAMPSHIRE IS ONE OF 40 COLLEGES PROFILED IN COLLEGES THAT CHANGE LIVES (CTCL) FOR "DEVELOPING POTENTIAL, VALUES, INITIATIVE, AND RISK-TAKING" IN STUDENTS. CTCL SAYS OF HAMPSHIRE, "NO COLLEGE HAS STUDENTS WHOSE INTELLECTUAL THYROIDS ARE MORE ACTIVE OR WHOSE MINDS ARE MORE PASSIONATELY ENGAGED." ON ANY GIVEN DAY, A HAMPSHIRE STUDENT CAN ENJOY 200+ STUDENT ACTIVITIES, 100+ STUDENT GROUPS, 63 BOOKSTORES, 30 MUSEUMS, 19 ART GALLERIES, 21 THEATER STAGES, 35 CONCERT VENUES, 12 DANCE CLUBS, 220 BIKE TRAILS, 69 PIZZA PLACES, 19 COFFEE HOUSES, 18 BAKERIES, 14 HEALTH FOOD STORES AND 68 RESTAURANTS THAT DELIVER.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$3,398,434ExpenseAmt
Revenue$512,045RevenueAmt
DescSponsored Research and Restricted Expenditures: Includes all private and federal funds received for sponsored research and restricted activities. Grants from corporations, foundations, and government agencies support everything from building construction and equipment, program development, individual faculty research, and endowed scholarships. The following information reflects the grants awarded ($30,000 or above) to Hampshire College during the period of 07/01/14 - 06/30/15. The Civil Liberties and Public Policy (CLPP) program at Hampshire was awarded the following grants: $50,000 from the Foundation for a Just Society for one year of general operating support; $50,000 from the Gund Foundation for one year of general operating support; $70,000 from the General Service Foundation for one year of general operating support; and $350,000 from the Ford Foundation for two years of general operating support. The College was awarded one grant (a sub-contract from Holyoke Community College) of $124,257 from the National Science Foundation (NSF) to support the project, "Application of Clean Energy Technology to Sustainable Agricultural Practice." From private sources, the College was awarded: a $65,000 grant from the Andrew W. Mellon Foundation to support the planning of a "Library Learning Commons"; a $250,000 grant from the Henry P. Kendall Foundation to "Bolster the 100% Local Food Challenge through Targeted Investment": and a $300,000 grant from the Andrew W. Mellon Foundation for the program, "Bridge to Retirement: Facilitating Institutional Change."Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$63,913,389TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
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 StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document235IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee1541EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members29GoverningBodyVotingMembersCnt
Independent Voting Member26IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
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 FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMARY MCENEANYPersonNm
Phone4135494600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1893 WEST STREETAddressLine1Txt
CityAMHERSTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01002ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Matthew Arnold
Trustee3.00.0Yes (X)$0$0$0
Manish Bapna
Trustee3.00.0Yes (X)$0$0$0
Judy Bornstein
Trustee3.00.0Yes (X)$0$0$0
Shelley Carey
Vice Chair5.00.0Yes (X)$0$0$0
Harold Carroll
Trustee3.00.0Yes (X)$0$0$0
Edward Dees
Trustee3.00.0Yes (X)$0$0$0
David Dinerman
Vice Chair5.00.0Yes (X)$0$0$0
Linda Earle
Trustee3.00.0Yes (X)$0$0$0
Carolyn Greenspan
Trustee3.00.0Yes (X)$0$0$0
Luis Hernandez
Trustee3.00.0Yes (X)$0$0$0
Gaye Hill
Chair5.00.0Yes (X)$0$0$0
Rebecca Holland
Trustee3.00.0Yes (X)$0$0$0
Mary James
Trustee3.00.0Yes (X)$0$0$0
Stephan Jost
Trustee3.00.0Yes (X)$0$0$0
Timothy Koller
Trustee3.00.0Yes (X)$0$0$0
David Matheson
Trustee3.00.0Yes (X)$0$0$0
Richmond Mayo-Smith
Trustee3.00.0Yes (X)$0$0$0
Robert McCarthy
Trustee3.00.0Yes (X)$0$0$0
Lucy McFadden
Trustee3.00.0Yes (X)$0$0$0
Deborah Merrill-Sands
Trustee3.00.0Yes (X)$0$0$0
William Null
Alumni Trustee3.00.0Yes (X)$0$0$0
Karina Rosenstein
Student Trustee1.00.0Yes (X)$0$0$0
Kenneth Rosenthal
Vice Chair5.00.0Yes (X)$0$0$0
A Kim Saal
Alumni Trustee3.00.0Yes (X)$0$0$0
Carol Salzman
Trustee3.00.0Yes (X)$0$0$0
Howard Wein
Trustee3.00.0Yes (X)$0$0$0
Jonathan Lash
President/ Trustee35.00.0Yes (X)$357,688$0$103,217Yes (X)
Elizabeth Conlisk
Fac.Trustee/Professor35.00.0Yes (X)$93,534$0$17,288
Marjorie Dunehew
Staff Trustee/DIR.-PROC&AUX.SV35.00.0Yes (X)$47,548$0$7,392
Mark Spiro
VP for Finance & Admin.35.00.0$208,770$0$26,282Yes (X)
Eva Rueschmann
VP and Dean of Faculty35.00.0$211,490$0$26,783Yes (X)
Beth Ward
Secretary35.00.0$117,234$0$24,368Yes (X)
Gerald Bohdanowicz
Dir.of Finance&Accounting35.00.0$128,707$0$6,558Yes (X)
Sandra Chessey
Controller35.00.0$134,323$0$11,522Yes (X)
Lee Spector
Professor35.00.0$172,436$0$20,081Yes (X)
Daniel Ballantine
Chief Advancement Officer35.00.0$147,097$0$23,154Yes (X)
Byron McCrae
VP-Student Aff./Dean-Students35.00.0$149,252$0$16,109Yes (X)
Ann Michelle Ruocco
Assoc.VP-Human Resources35.00.0$147,894$0$17,320Yes (X)
Jeffrey Wolfman
Director of Development35.00.0$134,647$0$12,923Yes (X)
Yaniris Fernandez
Former Staff Trust./Assoc.Dean35.00.0$118,565$0$28,623Yes (X)
Sura Levine
Former Fac.Trustee/Professor35.00.0$75,001$0$9,328Yes (X)
Josiah Litant
Former Staff Trust./assoc.dean35.00.0$26,140$0$6,051Yes (X)
Marlene Fried
Former Prof/President's advis.35.00.0$116,403$0$14,477Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,386,729TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$371,476TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K49IndivRcvdGreaterThan100KCnt
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
MOUNT HOLYOKE COLLEGE
50 COLLEGE STREETSOUTH HADLEYMA01075PUBLIC SAFETY SVCS.$1,155,903
UNIVERSITY HEALTH SERVICES
UNIVERSITY OF MASSACHUSETTSAMHERSTMA01003HEALTH SERVICES$1,071,627
BRUNERCOTT ASSOCIATES INC
130 PROSPECT STREETCAMBRIDGEMA02139ARCHITECTURE$625,457
DIVERSIFIED SEARCH
2005 MARKET STPHILADELPHIAPA19103EXEC.SEARCH SVCS.$210,792
FIVE COLLEGES INC
97 SPRING STREETAMHERSTMA01002CONSORTIUM SERVICES$566,896
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K37CntrctRcvdGreaterThan100KCnt
Government Grants$677,186GovernmentGrantsAmt
All Other Contributions$14,019,949AllOtherContributionsAmt
Noncash Contributions$1,115,596NoncashContributionsAmt
Total Contributions$14,697,135TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES900099$61,810,634$61,810,634
ROOM721000$8,499,573$8,499,573
BOARD722320$2,669,205$2,669,205
SPONSORED RESEARCH900099$512,045$512,045
FieldValueIRS element (for citing)
Total Program Service Revenue$73,491,457TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$571,713TotalRevenueColumnAmt
Unrelated Business Revenue-$30,050UnrelatedBusinessRevenueAmt
Exclusion$601,763ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

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

Rental Income Or Loss RentalIncomeOrLossGrp

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

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

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

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,590,567SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,587,242SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,003,325SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,003,325TotalRevenueColumnAmt
Exclusion$1,003,325ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Net Income From Gaming NetIncomeFromGamingGrp

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

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
AUXILIARY ENTERPRISES721000$1,485,349$492,211$993,138
HAMPSHIRE COLLEGE CHILD CARE CTR.624410$435,576$146,641$288,935
OTHER INCOME900099$669,801$669,801
FieldValueIRS element (for citing)
Other Revenue Total$2,590,726OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$92,354,356TotalRevenueColumnAmt
Related Or Exempt Func Income$74,800,110RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,252,023UnrelatedBusinessRevenueAmt
Exclusion$1,605,088ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$27,034,021TotalAmt
Program Services$27,034,021ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$685,571TotalAmt
Program Services$685,571ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$965,650TotalAmt
Program Services$47,533ProgramServicesAmt
Management And General$715,684ManagementAndGeneralAmt
Fundraising$202,433FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$27,622,289TotalAmt
Program Services$20,335,893ProgramServicesAmt
Management And General$5,547,970ManagementAndGeneralAmt
Fundraising$1,738,426FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,143,900TotalAmt
Program Services$1,578,367ProgramServicesAmt
Management And General$430,605ManagementAndGeneralAmt
Fundraising$134,928FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,979,148TotalAmt
Program Services$2,193,288ProgramServicesAmt
Management And General$598,365ManagementAndGeneralAmt
Fundraising$187,495FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,827,108TotalAmt
Program Services$1,345,141ProgramServicesAmt
Management And General$366,977ManagementAndGeneralAmt
Fundraising$114,990FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$233,684TotalAmt
Management And General$233,684ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$113,500TotalAmt
Management And General$113,500ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$244,585TotalAmt
Management And General$244,585ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,967,095TotalAmt
Management And General$2,967,095ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$54,287TotalAmt
Management And General$54,287ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,084,342TotalAmt
Program Services$611,371ProgramServicesAmt
Management And General$295,393ManagementAndGeneralAmt
Fundraising$177,578FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$927,602TotalAmt
Management And General$927,602ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,611,587TotalAmt
Program Services$1,385,965ProgramServicesAmt
Management And General$225,622ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,246,578TotalAmt
Program Services$1,018,978ProgramServicesAmt
Management And General$111,590ManagementAndGeneralAmt
Fundraising$116,010FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$108,864TotalAmt
Program Services$63,672ProgramServicesAmt
Management And General$39,924ManagementAndGeneralAmt
Fundraising$5,268FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$458,055TotalAmt
Program Services$393,927ProgramServicesAmt
Management And General$64,128ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,379,422TotalAmt
Program Services$2,046,303ProgramServicesAmt
Management And General$309,325ManagementAndGeneralAmt
Fundraising$23,794FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$561,568TotalAmt
Management And General$561,568ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
RESEARCH&SPONSORED PROGRAMS$3,398,434$3,398,434
BON APPETIT-FOOD SVCS$2,364,864$1,182,432$1,182,432
FIVE COLLEGES CONSORTIUM AG.$1,003,372$1,003,372
HEALTH SERVICES CONTRACT$915,219$915,219

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,316,649TotalAmt
Program Services$592,493ProgramServicesAmt
Management And General$592,492ManagementAndGeneralAmt
Fundraising$131,664FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$84,247,394TotalAmt
Program Services$63,913,389ProgramServicesAmt
Management And General$17,501,419ManagementAndGeneralAmt
Fundraising$2,832,586FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$6,276,818BOYAmt
EOY$3,660,102EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$350,001BOYAmt
EOY$304,000EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,662,650BOYAmt
EOY$11,854,044EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$214,487BOYAmt
EOY$245,439EOYAmt

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$301,517BOYAmt
EOY$553,460EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$215,311BOYAmt
EOY$186,927EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$114,697,165LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$68,592,600LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$40,736,876BOYAmt
EOY$46,104,565EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$10,441,971BOYAmt
EOY$8,887,202EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$31,663,231BOYAmt
EOY$32,216,438EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,502,795BOYAmt
EOY$2,486,965EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$100,365,657BOYAmt
EOY$106,499,142EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,548,437BOYAmt
EOY$1,515,224EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,584,322BOYAmt
EOY$1,511,053EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,928,420BOYAmt
EOY$13,457,143EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$8,768,335BOYAmt
EOY$8,706,203EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,172,669BOYAmt
EOY$3,175,463EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$30,002,183BOYAmt
EOY$28,365,086EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$25,989,927BOYAmt
EOY$24,461,017EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$19,122,771BOYAmt
EOY$26,275,310EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$25,250,776BOYAmt
EOY$27,397,729EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$70,363,474BOYAmt
EOY$78,134,056EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$100,365,657BOYAmt
EOY$106,499,142EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$8,106,962ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$336,380NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,774,988CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,814,028CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,042,167CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,189,737CurrentTaxYearMinus1YearAmt
Current Tax Year$14,697,135CurrentTaxYearAmt
Total$47,518,055TotalAmt

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$4,774,988CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,814,028CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,042,167CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,189,737CurrentTaxYearMinus1YearAmt
Current Tax Year$14,697,135CurrentTaxYearAmt
Total$47,518,055TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$4,189,840SubstantialContributorsTotAmt
Public Support Total170$43,328,215PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$545,134CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$653,858CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$436,406CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$634,817CurrentTaxYearMinus1YearAmt
Current Tax Year$571,713CurrentTaxYearAmt
Total$2,841,928TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,653CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$1,653TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$483,889CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$718,964CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$764,203CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$702,148CurrentTaxYearMinus1YearAmt
Current Tax Year$1,308,653CurrentTaxYearAmt
Total$3,977,857TotalAmt
FieldValueIRS element (for citing)
Total Support$54,339,493TotalSupportAmt
Gross Receipts Rltd Activities$363,016,812GrossReceiptsRltdActivitiesAmt
Public Support CY1700.79736PublicSupportCY170Pct
Public Support PY1700.80208PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceREASON FOR PUBLIC CHARITY STATUS - PARTS I AND II:FormAndLineReferenceDesc
ExplanationHAMPSHIRE COLLEGE'S PRIMARY PUBLIC CHARITY STATUS IS THAT OF AN EDUCATIONAL ORGANIZATION AS DESCRIBED IN INTERNAL REVENUE CODE SECTION 170(b)(1)(A)(ii). HOWEVER, THE COLLEGE ALSO MEETS THE REQUIREMENTS OF SECTION 509(a)(1) TO BE CONSIDERED AS A PUBLICLY SUPPORTED ORGANIZATION. WE HAVE MARKED BOX 7 IN PART I AND COMPLETED THE PUBLIC SUPPORT TEST IN PART II PRIMARILY TO DEMONSTRATE THAT THE COLLEGE QUALIFIES TO USE THE SPECIAL RULE ON SCHEDULE B FOR REPORTING ONLY THOSE DONORS WHO GAVE MORE THAN 2% OF TOTAL CONTRIBUTIONS FOR THE YEAR.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 C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsYes (true)GrantsOtherOrganizationsInd
Grants Other Organizations$391GrantsOtherOrganizationsAmt
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$391TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceLOBBYING ACTIVITY - PART II-B, LINE 1F:FormAndLineReferenceDesc
ExplanationTHE COLLEGE HAS PAID MEMBERSHIP DUES TO A CERTAIN ORGANIZATION, AND A PORTION OF THE MEMBERSHIP FEE HAS BEEN ALLOCATED TO LOBBYING EXPENSES BY THE MEMBERSHIP ORGANIZATION.ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Assets Included$479,221AssetsIncludedAmt
FieldValueIRS element (for citing)
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$37,567,049BeginningYearBalanceAmt
Contributions$1,272,306ContributionsAmt
Investment Earnings Or Losses$1,255,896InvestmentEarningsOrLossesAmt
Grants Or Scholarships$415,646GrantsOrScholarshipsAmt
Other Expenditures$127,309OtherExpendituresAmt
Administrative Expenses$244,585AdministrativeExpensesAmt
End Year Balance$39,307,711EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$31,039,931BeginningYearBalanceAmt
Contributions$912,813ContributionsAmt
Investment Earnings Or Losses$8,090,337InvestmentEarningsOrLossesAmt
Grants Or Scholarships$769,192GrantsOrScholarshipsAmt
Other Expenditures$1,563,219OtherExpendituresAmt
Administrative Expenses$143,621AdministrativeExpensesAmt
End Year Balance$37,567,049EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,445,180BeginningYearBalanceAmt
Contributions$1,218,148ContributionsAmt
Investment Earnings Or Losses$4,464,645InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,093,810GrantsOrScholarshipsAmt
Other Expenditures$869,894OtherExpendituresAmt
Administrative Expenses$124,338AdministrativeExpensesAmt
End Year Balance$31,039,931EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$28,917,069BeginningYearBalanceAmt
Contributions$1,046,497ContributionsAmt
Investment Earnings Or Losses-$1,055,269InvestmentEarningsOrLossesAmt
Grants Or Scholarships$944,603GrantsOrScholarshipsAmt
Other Expenditures$416,620OtherExpendituresAmt
Administrative Expenses$101,894AdministrativeExpensesAmt
End Year Balance$27,445,180EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,044,173BeginningYearBalanceAmt
Contributions$559,285ContributionsAmt
Investment Earnings Or Losses$5,799,597InvestmentEarningsOrLossesAmt
Grants Or Scholarships$442,869GrantsOrScholarshipsAmt
Other Expenditures$1,926,701OtherExpendituresAmt
Administrative Expenses$116,416AdministrativeExpensesAmt
End Year Balance$28,917,069EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.32507BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.58613PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.08880TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,877,606OtherCostOrOtherBasisAmt
Book Value$3,877,606BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$74,587,579OtherCostOrOtherBasisAmt
Depreciation$37,082,098DepreciationAmt
Book Value$37,505,481BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$23,121,325OtherCostOrOtherBasisAmt
Depreciation$21,912,649DepreciationAmt
Book Value$1,208,676BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,110,655OtherCostOrOtherBasisAmt
Depreciation$9,597,853DepreciationAmt
Book Value$3,512,802BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$46,104,565TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
FINANCIAL DERIVATIVES$9,523,320F
CLOSELY-HELD EQUITY INTERESTS$9,692,426F
NON-US EQUITY$13,000,692F
FieldValueIRS element (for citing)
Total Book Value Securities$32,216,438TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCONTINGENT ASSET RETIREMENT OBLIG.Desc
Amt$3,175,463Amt
FieldValueIRS element (for citing)
Total Liability$3,175,463TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$64,298,384TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$336,380NetUnrealizedGainsInvstAmt
Revenue Not Reported-$336,380RevenueNotReportedAmt
Revenue Subtotal$64,634,764RevenueSubtotalAmt
Other Revenues Not Included$27,719,592OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$27,719,592RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$92,354,356TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$56,527,802TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$56,527,802ExpensesSubtotalAmt
Other Expenses Not Included$27,719,592OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$27,719,592ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$84,247,394TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
DESCRIPTION OF ORGANIZATION'S COLLECTIONS - PART III, LINE 4:ART COLLECTION: THE COLLEGE'S ART COLLECTION CONSISTS PRIMARILY OF PAINTINGS, PHOTOGRAPHS, PRINTS AND SCULPTURES THAT ARE PERIODICALLY DISPLAYED IN OUR LIBRARY GALLERY WITH NO COST FOR ADMISSION. THE WORKS CAN ALSO BE USED AS EDUCATIONAL MATERIALS FOR OUR STUDENTS WORKING ON VARIOUS DIVISION PROJECTS. LIBRARY COLLECTION: THE HAROLD F. JOHNSON LIBRARY PROMOTES THE ACADEMIC GOALS OF THE COLLEGE, TEACHING, RESEARCH, AND LEARNING. OUR COLLECTIONS REFLECT THE INTELLECTUAL INTERESTS AND CONCERNS OF OUR STUDENTS AND FACULTY, WITH PARTICULAR FOCUS ON THE CURRICULUM OF THE FIVE SCHOOLS OF NATURAL SCIENCE, SOCIAL SCIENCE, HUMANITIES, ARTS, AND CULTURAL STUDIES, INTERDISCIPLINARY ARTS, AND COGNITIVE SCIENCE. LIBRARIANS PROVIDE INSTRUCTION AND SUPPORT IN LOCATING AND CRITICALLY EVALUATING INFORMATION IN ANY FORM AND HELP PROVIDE ACCESS TO RESOURCES, ONLINE AND IN PRINT. STUDENTS AND FACULTY USING THE HAMPSHIRE COLLEGE LIBRARY ALSO HAVE ACCESS TO ALL THE LIBRARY RESOURCES OF OUR CONSORTIAL NEIGHBORS: AMHERST COLLEGE, MOUNT HOLYOKE COLLEGE, SMITH COLLEGE, AND THE UNIVERSITY OF MASSACHUSETTS - AMHERST. IN ADDITION, THROUGH FULL-TEXT DATABASES AND INTER-LIBRARY LOAN, STUDENTS AND FACULTY HAVE ACCESS TO A WIDER WORLD OF INFORMATION RESOURCES.
INTENDED USES OF ENDOWMENTS - PART V, LINE 4:ENDOWMENT FUNDS ARE DESIGNATED FOR THE FOLLOWING PURPOSES: UNRESTRICTED OPERATIONS, ACADEMIC DIVISIONS, COMPENSATION, RESEARCH, PUBLIC SERVICE AND EXTENSION, LIBRARY OPERATIONS, MAINTENANCE OF PLANT, STUDENT AID, AND OTHER PURPOSES.
FIN 48 (ASC 740) FOOTNOTE - PART X, LINE 2:THE COLLEGE IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS GENERALLY EXEMPT FROM FEDERAL TAXES PURSUANT TO SECTION 501(a) OF THE CODE. THE COLLEGE HAS ASSESSED UNCERTAIN TAX POSITIONS AND DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS.
OTHER CHANGES IN REVENUE - PART XI, LINE 4B:FINANCIAL AID EXPENSE, WHICH WAS NETTED WITH REVENUE ON FINANCIAL STATEMENTS BUT SHOWN IN PART IX OF FORM 990: $27,719,592
OTHER CHANGES IN EXPENSES - PART XII, LINE 4B:FINANCIAL AID EXPENSE, WHICH WAS NETTED WITH REVENUE ON FINANCIAL STATEMENTS BUT SHOWN IN PART IX OF FORM 990: $27,719,592

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
PUBLICATION OF RACIAL NONDISCRIMINATION POLICY - PART I, LINE 3:HAMPSHIRE COLLEGE'S NONDISCRIMINATION POLICY CAN BE FOUND ON OUR WEBSITE AT HTTP://WWW.HAMPSHIRE.EDU/DISCOVER/11542.HTM.
FINANCIAL AID FROM A GOVERNMENTAL AGENCY - PART I, LINE 6A:HAMPSHIRE COLLEGE RECEIVES FINANCIAL AID FROM THE U.S. DEPARTMENT OF EDUCATION IN THE FORM OF PELL GRANTS, SEOG GRANTS, FEDERAL WORK STUDY FUNDS, AND ACG FUNDS.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (38 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the CaribbeanProgram ServicesRESEARCH$7,020
Central America and the CaribbeanProgram ServicesTRAVEL & EXPENSES$1,000
Central America and the CaribbeanProgram ServicesPROGRAM STUDIES$2,101
Central America and the CaribbeanProgram ServicesSHORT TERM STUDY$6,089
Central America and the CaribbeanProgram ServicesSITE VISIT$394
Central America and the CaribbeanProgram ServicesCONFERENCE$1,273
East Asia and the PacificProgram ServicesPROGRAM STUDIES$24,050
East Asia and the PacificProgram ServicesRESEARCH$25,116
East Asia and the PacificProgram ServicesSHORT TERM STUDY$29,195
East Asia and the PacificProgram ServicesSITE VISIT$6,846
East Asia and the PacificProgram ServicesSTUDENT RECRUITING$17,357
East Asia and the PacificProgram ServicesTRAVEL & EXPENSES$7,943
Europe (Including Iceland and Greenland)Program ServicesCONFERENCES$24,314
Europe (Including Iceland and Greenland)Program ServicesALUMNI/DONOR RELATIONS$4,079
Europe (Including Iceland and Greenland)Program ServicesEMPLOYMENT RECRUITING$1,026
Europe (Including Iceland and Greenland)Program ServicesRESEARCH$22,001
Europe (Including Iceland and Greenland)Program ServicesTRAVEL & EXPENSES$3,904
Europe (Including Iceland and Greenland)Program ServicesSHORT TERM STUDY$5,375
Europe (Including Iceland and Greenland)Program ServicesPROGRAM STUDIES$5,500
Europe (Including Iceland and Greenland)Program ServicesSITE VISIT$2,444
Europe (Including Iceland and Greenland)Program ServicesSTUDENT RECRUITMENT$1,170
Middle East and North AfricaProgram ServicesTRAVEL & EXPENSES$1,100
Middle East and North AfricaProgram ServicesCONFERENCE$1,000
Middle East and North AfricaProgram ServicesRESEARCH$1,958
North AmericaProgram ServicesRESEARCH$5,904
North AmericaProgram ServicesCONFERENCE$15,340
North AmericaProgram ServicesPROGRAM STUDIES$400
North AmericaProgram ServicesSHORT TERM STUDY$8,187
North AmericaProgram ServicesTRAVEL & EXPENSES$625
Russia and the Newly Independent StatesProgram ServicesCONFERENCE$754
South AmericaProgram ServicesRESEARCH$7,441
South AmericaProgram ServicesSHORT TERM STUDY$3,282
South AmericaProgram ServicesCONFERENCE$996
South AsiaProgram ServicesRESEARCH$8,207
South AsiaProgram ServicesCONFERENCE$281
South AsiaProgram ServicesSTUDENT RECRUITMENT$1,636
South AsiaProgram ServicesTRAVEL & EXPENSES$1,698
South AsiaProgram ServicesRESIDENCY/CULT.EXCHAN.$92
FieldValueIRS element (for citing)
Subtotal Spent$183,708SubtotalSpentAmt
Continuation Spent$73,390ContinuationSpentAmt
Total Spent$257,098TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtValuation Method UsedValuationMethodUsedDesc
TUITION&LIVING EXPENSESCentral America and the Caribbean15$163,024CRED.TO ACCTFMV
TUITION&LIVING EXPENSESEast Asia and the Pacific12$44,680CRED.TO ACCTFMV
TUITION&LIVING EXPENSESEurope (Including Iceland and Greenland)36$396,473CRED.TO ACCTFMV
TUITION&LIVING EXPENSESMiddle East and North Africa3$9,300CRED.TO ACCTFMV
TUITION&LIVING EXPENSESNorth America4$31,660CRED.TO ACCTFMV
TUITION&LIVING EXPENSESRussia and the Newly Independent States1$4,686CRED.TO ACCTFMV
TUITION&LIVING EXPENSESSouth America6$13,440CRED.TO ACCTFMV
TUITION&LIVING EXPENSESSouth Asia3$10,413CRED.TO ACCTFMV
TUITION&LIVING EXPENSESSub-Saharan Africa3$11,895CRED.TO ACCT
FieldValueIRS element (for citing)
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceMONITORING THE USE OF GRANT FUNDS - PART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE COLLEGE MAINTAINS ITS GRANT FUNDS IN INDIVIDUAL GRANT ACCOUNTS AND IS REQUIRED TO BE AUDITED ANNUALLY (A-133). IN ADDITION, GRANTS MADE IN FOREIGN COUNTRIES FOR THE PURPOSE OF THE COLLEGE'S STUDY ABROAD PROGRAM ARE ENTERED INTO USING A CONTRACTUAL AGREEMENT OUTLINING THE SERVICES TO BE DELIVERED. THIS ACTIVITY IS MONITORED BY THE GLOBAL EDUCATION OFFICE AND THE BUSINESS OFFICE. THE MANNER OF CASH DISBURSEMENTS TO SCHOLARSHIP AND FINANCIAL AID RECIPIENTS WAS A DIRECT CREDIT TO EACH STUDENT'S ACCOUNT. THE MANNER OF CASH DISBURSEMENTS FOR ALL STUDY ABROAD PROGRAMS IS WIRE TRANSFER.ExplanationTxt

Schedule I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (27 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDesc
HAMPSHIRE COLLEGE GRANTS796$13,866,193CASH VALUE
DIV.III GRANTS2$560CASH VALUE
YELLOW RIBBON GRANT3$11,862CASH VALUE
FOREIGN STUDENT GRANT49$1,229,728CASH VALUE
CITIZENS SCHOLARSHIP AWARDS5$4,000CASH VALUE
NATIONAL SERVICE AWARDS8$6,585CASH VALUE
UPLAN2-$235CASH VALUE
HAMPSHIRE FACULTY SCHOLARSHIPS80$411,560CASH VALUE
JOHNSON SCHOLARSHIP13$130,000CASH VALUE
HC MERIT SCHOLARSHIP6$8,000CASH VALUE
NON SATIS SCIRE322$2,866,250CASH VALUE
TUITION EXCHANGE WAIVER6$178,750CASH VALUE
CIC EXCHANGE WAIVER6$217,840CASH VALUE
SEOG191$360,000CASH VALUE
GILBERT STATE AWARDS60$123,894CASH VALUE
COLLEGE WORK STUDY484$189,786CASH VALUE
ENDOWED SCHOLARSHIPS19$356,656CASH VALUE
BELL RINGER SCHOLARSHIP199$2,872,500CASH VALUE
PRESIDENTIAL SCHOLARSHIP240$2,556,000CASH VALUE
DEAN'S $7500 SCHOLARSHIP129$925,500CASH VALUE
COMMUNITY SCHOLARSHIP139$666,592CASH VALUE
ARTS IN ACTION6$20,000CASH VALUE
COMMUN.ENG./SOCIAL CHANGE1$4,000CASH VALUE
EMERGING SCIENTISTS2$8,000CASH VALUE
INKWELL2$8,000CASH VALUE
PHI THETA KAPPA1$6,000CASH VALUE
SUSTAINABLE FUTURE2$6,000CASH VALUE

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceMONITORING THE USE OF GRANT FUNDS - PART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE MAJORITY OF GRANTS GIVEN TO STUDENTS IN THE UNITED STATES PRIMARILY CONSIST OF NEED-BASED GRANTS. STUDENTS MUST APPLY FOR THESE FINANCIAL AID AWARDS BY COMPLETING TWO FORMS THAT ESTABLISH ELIGIBILITY FOR NEED-BASED AID. THESE ARE STANDARD FORMS USED IN HIGHER EDUCATION FOR THIS PURPOSE: COLLEGE SCHOLARSHIP SERVICE FINANCIAL AID PROFILE AND FREE APPLICATION FOR FEDERAL STUDENT AID. SCHOLARSHIPS AND SIMILAR AMOUNTS GIVEN TO STUDENTS AS FINANCIAL AID ARE APPLIED BY THE COLLEGE DIRECTLY TO THE STUDENT'S ACCOUNT TO ENSURE THAT THE GRANTS ARE USED FOR THEIR INTENDED PURPOSE. HAMPSHIRE COLLEGE GRANT AID ASSISTANCE IS GENERALLY LIMITED TO THE AMOUNT OF TUITION. THE COLLEGE ALSO OFFERS FINANCIAL AID IN THE FORM OF MERIT-BASED SCHOLARSHIPS. THESE ARE SIMILARLY APPLIED BY THE COLLEGE DIRECTLY TO THE STUDENT'S ACCOUNT TO ENSURE THAT THE GRANTS ARE USED FOR THEIR INTENDED PURPOSE AND DO NOT EXCEED THE AMOUNT OF TUITION.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
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
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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
Jonathan Lash
President/ Trustee$327,380$0$0$0$30,308$0$25,415$0$77,802$0$460,905$0$0$0
Mark Spiro
VP for Finance & Admin.$181,778$0$0$0$26,992$0$21,446$0$4,836$0$235,052$0$0$0
Eva Rueschmann
VP and Dean of Faculty$206,114$0$0$0$5,376$0$20,804$0$5,979$0$238,273$0$0$0
Lee Spector
Professor$149,160$0$0$0$23,276$0$12,001$0$8,080$0$192,517$0$0$0
Daniel Ballantine
Chief Advancement Officer$146,017$0$0$0$1,080$0$14,851$0$8,303$0$170,251$0$0$0
Byron McCrae
VP-Student Aff./Dean-Students$137,132$0$0$0$12,120$0$14,490$0$1,619$0$165,361$0$0$0
Ann Michelle Ruocco
Assoc.VP-Human Resources$123,658$0$0$0$24,236$0$14,378$0$2,942$0$165,214$0$0$0
Marlene Fried
Former Prof/President's advis.$92,879$0$0$0$23,524$0$10,882$0$3,595$0$130,880$0$0$0
Yaniris Fernandez
Former Staff Trust./Assoc.Dean$105,275$0$0$0$13,290$0$11,915$0$16,708$0$147,188$0$0$0
Sura Levine
Former Fac.Trustee/Professor$72,338$0$0$0$2,663$0$7,282$0$2,046$0$84,329$0$0$0
Josiah Litant
Former Staff Trust./assoc.dean$25,434$0$0$0$706$0$2,499$0$3,552$0$32,191$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
BENEFITS PROVIDED TO CERTAIN INDIVIDUALS - PART I, LINE 1A:AS A CONDITION OF EMPLOYMENT, THE PRESIDENT OF THE COLLEGE IS PROVIDED WITH HOUSING OWNED BY THE COLLEGE. ALL COSTS TO MAINTAIN THE HOME, INCLUDING A HOUSEKEEPER, WERE PAID FOR BY THE COLLEGE. THE COLLEGE PROVIDES THE PERSONAL SERVICES TO THE PRESIDENT AT NO ADDITIONAL COST, AND NONE OF THE BENEFITS WERE TREATED AS TAXABLE INCOME FOR THE PRESIDENT.
SEVERANCE PAYMENT - PART I, LINE 4A:GERALD BOHDANOWICZ RECEIVED A SEVERANCE PAYMENT OF $59,509.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1MASSACHUSETTS DEVELOPMENT FINANCE AGENCYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN043431814BondIssuerEIN
Bond Issued2012-12-17BondIssuedDt
Issue Price$14,225,000IssuePriceAmt
PurposeCONSTRUCTION/RENOVATION REFINANCEPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$0RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$14,225,000TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$0RefundingEscrowAmt
Issuance Costs From Proceeds$201,383IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$14,023,617CapitalExpendituresAmt
Other Spent Proceeds$0OtherSpentProceedsAmt
Unspent$0UnspentAmt
Substantial Completion2012SubstantialCompletionYr
Current RefundingfalseCurrentRefundingInd
Advance RefundingYes (true)AdvanceRefundingInd
Final Allocation MadeYes (true)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsfalseAnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropfalseMgmtContractBondFincdPropInd
Any Research AgreementsfalseAnyResearchAgreementsInd
Private Bus Use By Others0.00002PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00366PrivateBusConcerningUBIPct
Total Private Business Use0.00368TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt TestYes (true)BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Remedial Action TakenfalseRemedialActionTakenInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetYes (true)RebateNotDueYetInd
Exception To RebatefalseExceptionToRebateInd
No Rebate DuefalseNoRebateDueInd
Variable Rate IssuefalseVariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesREV.NOT RECORDEDMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesREV.NOT RECORDEDMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp

Intellectual Property IntellectualPropertyGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesREV.NOT RECORDEDMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution27ContributionCnt
Noncash Contributions Rpt F990$1,105,096NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)MUSIC EQUIPMENT - PIANO1$10,500APPRAISAL
Yes (X)COOKED FOOD1$0REV.NOT RECORDED
FieldValueIRS element (for citing)
Form8283 Received1Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
GIFT ACCEPTANCE POLICY - PART I, LINE 31:THE COLLEGE'S GIFT ACCEPTANCE POLICY IS AVAILABLE FROM THE OFFICE OF INSTITUTIONAL ADVANCEMENT UPON REQUEST.
USE OF THIRD PARTIES - PART I, LINE 32B:THE COLLEGE UTILIZES THE SERVICES OF A BROKER TO SELL DONATED SECURITIES. THE FEES CHARGED BY THE BROKER ARE AT OR BELOW FAIR MARKET VALUE.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
MEMBERS' POWER TO ELECT GOVERNING BODY - FORM 990, PART VI, LINE 7A:THE STUDENT BODY ELECTS A STUDENT TRUSTEE AND AN ALTERNATE. THE FACULTY ELECTS A FACULTY TRUSTEE. THE STAFF ELECTS A STAFF TRUSTEE.
FORM 990 REVIEW - FORM 990, PART VI, LINE 11B:MANAGEMENT OF THE COLLEGE IS RESPONSIBLE FOR PREPARING A DRAFT OF FORM 990 WITH THE ASSISTANCE OF AN OUTSIDE PUBLIC ACCOUNTING FIRM. THE COMPLETED DRAFT OF FORM 990 IS PROVIDED TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF TRUSTEES IN ADVANCE OF THE FILING DEADLINE TO ENABLE A REVIEW BY ALL MEMBERS OF THE COMMITTEE WITH SENIOR MANAGEMENT AND THE COLLEGE'S TAX ADVISOR FROM A PUBLIC ACCOUNTING FIRM. ALL QUESTIONS AND CONCERNS OF THE AUDIT COMMITTEE MEMBERS ARE ADDRESSED AND INCORPORATED INTO FORM 990 AS APPROPRIATE. AFTER THE AUDIT COMMITTEE'S REVIEW, ALL MEMBERS OF THE BOARD OF TRUSTEES ARE PROVIDED A COPY OF THE COMPLETED FORM 990 IN ADVANCE OF THE FILING DEADLINE VIA A DEDICATED WEBSITE. AFTER INPUT FROM THE BOARD OF TRUSTEES AND THE AUDIT COMMITTEE HAS BEEN APPROPRIATELY ADDRESSED, FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE.
MONITORING AND ENFORCEMENT OF CONFLICT POLICY - FORM 990,PART VI,LINE 12C:THE COLLEGE ANNUALLY REQUIRES DISCLOSURES OF CONFLICTS OF INTEREST THROUGH A CONFLICT OF INTEREST FORM. THE TRUSTEES ARE EMAILED THE CONFLICT OF INTEREST FORM FROM THE BUSINESS OFFICE VIA THE COLLEGE'S SECRETARY, AND THE COMPLETED FORMS ARE RETURNED TO THE BUSINESS OFFICE. IF A COMPLETED CONFLICT OF INTEREST FORM DISCLOSES A CONFLICT, IT IS GIVEN TO THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION. THE VP FOR FINANCE AND ADMINISTRATION REVIEWS THE FORMS AND THEN SENDS THEM TO THE AUDIT AND COMPLIANCE COMMITTEE IF THE DISCLOSURE IS SOMETHING THAT THE COMMITTEE NEEDS TO BE AWARE OF. THE TRUSTEES RECUSE THEMSELVES FROM VOTING ON MATTERS IN WHICH THEY HAVE A CONFLICT. THE MINUTES OF SUCH MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE, AND A TRUSTEE WHO IS UNCERTAIN WHETHER A CONFLICT OF INTEREST MAY EXIST IN ANY MATTER MAY REQUEST THE BOARD OR COMMITTEE TO RESOLVE THE QUESTION BY MAJORITY VOTE.
COMPENSATION REVIEW AND APPROVAL - FORM 990, PART VI, LINE 15:THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS THE COMPENSATION OF THE PRESIDENT. THE PROCESS INCLUDES REVIEWING COMPARABLE DATA TO DETERMINE APPROPRIATE COMPENSATION LEVELS. THE DOCUMENTED PROCESS AND DECISIONS MADE ARE PRESERVED IN HUMAN RESOURCES. THE EXECUTIVE COMMITTEE IS EMPOWERED TO APPROVE THE ANNUAL COMPENSATION OF THE PRESIDENT, AND THE EXECUTIVE COMMITTEE, OR A SUBSET THEREOF, MEETS WITH THE PRESIDENT ANNUALLY FOR A FORMAL EVALUATION AFTER RECEIVING INPUT FROM THE FULL BOARD. THE OTHER OFFICERS' COMPENSATION IS REVIEWED BY THE PRESIDENT. COMPARATIVE SALARY DATA AS WELL AS PROPOSED SALARIES ARE BROUGHT BY THE PRESIDENT TO THE EXECUTIVE COMMITTEE FOR REVIEW. THE PRESIDENT MAKES THE FINAL SALARY DECISIONS FOR ALL COLLEGE OFFICERS.
AVAILABILITY OF DOCUMENTS - FORM 990, PART VI, LINE 19:THE COLLEGE'S BY-LAWS, CODE OF CONDUCT, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE ON THE COLLEGE'S WEBSITE: WWW.HAMPSHIRE.EDU. FORM 990 AND THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE OF THE MASSACHUSETTS ATTORNEY GENERAL. FORM 990 IS ALSO AVAILABLE AT WWW.GUIDESTAR.ORG.
FORM 990 PROVIDED TO GOVERNING BODY - FORM 990, PART VI, LINE 11A:THE COLLEGE HAS DISTRIBUTED FORM 990 TO THE FULL BOARD OF TRUSTEES WITH THE EXCEPTION OF DONOR INFORMATION ON SCHEDULE B. BECAUSE OF SCHEDULE B'S PRIVATE AND CONFIDENTIAL NATURE, THE BOARD HAS DELEGATED THE AUTHORITY AND RESPONSIBILITY FOR REVIEWING THAT SCHEDULE TO THE AUDIT AND COMPLIANCE COMMITTEE. AS SUCH, WE ARE REQUIRED TO ANSWER "NO" TO THE QUESTION ON LINE 11A EVEN THOUGH A COPY OF FORM 990 (WITH REDACTED DONOR INFORMATION ON SCHEDULE B) WAS PROVIDED TO THE TRUSTEES.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHARITABLE REMAINDER TRUSTS (5)BusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1893 WEST STREETAddressLine1Txt
CityAMHERSTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01002ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesCHARITABLE TRUSTPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeTRUSTEntityTypeTxt
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
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 OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
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 OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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