TRUSTEES OF AMHERST COLLEGE: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF AMHERST COLLEGE (EIN 04-2103542)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-16
- IRS object ID
- 201621379349306312
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T10:24:51-07:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042103542 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The TRUSTEES of AMHERST COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 4135422101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 5000 Controllers Office | AddressLine1Txt |
| City | Amherst | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kevin Weinman | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 4135422101 | PhoneNum |
| Signature | 2016-05-16 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Carolyn Martin | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 5000 | AddressLine1Txt |
| City | Amherst | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $908,803,345 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.amherst.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1821 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | Amherst College educates men and women of exceptional potential from all backgrounds so that they may seek, value and advance knowledge, engage the world around them, and lead principled lives of consequence. Amherst brings together the most promising students, whatever their financial need, in order to promote diversity of experience and ideas within a purposefully small residential community. Working closely with faculty, staff and administrators dedicated to intellectual freedom and the highest standards of instruction in the liberal arts, Amherst undergraduates assume substantial responsibility for undertaking inquiry and for shaping their education within and beyond the curriculum. Amherst College is committed to learning through close colloquy and to expanding the realm of knowledge through scholarly research and artistic creation at the highest level. Its graduates link learning with leadership - in service to the College, to their communities, and to the world beyond. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 3242 | TotalEmployeeCnt |
| Total Volunteers | 3587 | TotalVolunteersCnt |
| Total Gross UBI | $9,591,681 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $45,200,548 | PYContributionsGrantsAmt |
| CY Contributions Grants | $41,713,046 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $106,460,014 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $110,112,970 | CYProgramServiceRevenueAmt |
| PY Investment Income | $218,669,022 | PYInvestmentIncomeAmt |
| CY Investment Income | $238,997,229 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,051,881 | PYOtherRevenueAmt |
| CY Other Revenue | $5,962,687 | CYOtherRevenueAmt |
| PY Total Revenue | $375,381,465 | PYTotalRevenueAmt |
| CY Total Revenue | $396,785,932 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $50,091,101 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $53,135,547 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $102,298,899 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $108,477,263 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $80,986 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,625,317 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $123,297,800 | PYOtherExpensesAmt |
| CY Other Expenses | $113,307,901 | CYOtherExpensesAmt |
| PY Total Expenses | $275,768,786 | PYTotalExpensesAmt |
| CY Total Expenses | $274,920,711 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $99,612,679 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $121,865,221 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,423,705,443 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,477,273,670 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $549,153,202 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $540,715,027 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,874,552,241 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,936,558,643 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Amherst College educates men and women of exceptional potential from all backgrounds so that they may seek, value and advance knowledge, engage the world around them, and lead principled lives of consequence. Amherst brings together the most promising students, whatever their financial need, in order to promote diversity of experience and ideas within a purposefully small residential community. Working closely with faculty, staff and administrators dedicated to intellectual freedom and the highest standards of instruction in the liberal arts, Amherst undergraduates assume substantial responsibility for undertaking inquiry and for shaping their education within and beyond the curriculum. Amherst College is committed to learning through close colloquy and to expanding the realm of knowledge through scholarly research and artistic creation at the highest level. Its graduates link learning with leadership - in service to the College, to their communities, and to the world beyond. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $191,724,129 | ExpenseAmt |
| Grant | $52,397,422 | GrantAmt |
| Revenue | $111,956,408 | RevenueAmt |
| Desc | Higher Education: Undergraduate Education, Amherst College is an undergraduate institution with an approximate student enrollment of 1770 and total faculty and staff of approximately 892 . | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,683,055 | ExpenseAmt |
| Grant | $738,125 | GrantAmt |
| Revenue | $3,454,426 | RevenueAmt |
| Desc | 4b Home to the world's largest Shakespeare collection, the Folger Shakespeare Library is a major center for scholarly research; a lively venue for performances, readings, exhibitions; and a national leader in humanities education. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $205,407,184 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | Yes (1) | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2615 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3242 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephen Nigro | PersonNm |
| Phone | 4135422101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 5000 Comptrollers Office | AddressLine1Txt |
| City | Amherst | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01002 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Danielle S Allen | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Theodore W Beneski | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Rafael Campo | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Wei Sun Christianson | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Walter C Donovan | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Patrick Fitzgerald | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Howard Gardner | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Arthur W Koenig | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Simon C Krinsky | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Christopher S Lehane | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| John S Middleton | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Cullen Murphy | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Andrew J Nussbaum | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Hope E Pascucci | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Joseph F Quinn | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Paula K Rauch | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Julia A Segre | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| David A Sutphen | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Shirley M Tilghman | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| James C Tsai | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Laura J Yerkovich | ||||||||||
| Trustee | 0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Carolyn Martin | ||||||||||
| President | 40 | 0 | Yes (X) | $446,396 | $0 | $265,565 | Yes (X) | |||
| Stephen Nigro | ||||||||||
| Controller | 40 | 0 | $115,383 | $0 | $12,313 | Yes (X) | ||||
| Susan Pikor | ||||||||||
| Chief of Staff | 40 | 0 | $161,340 | $0 | $26,518 | Yes (X) | ||||
| Kevin Weinman | ||||||||||
| Chief Financial Officer | 40 | 0 | $267,952 | $0 | $53,392 | Yes (X) | ||||
| Michael Witmore | ||||||||||
| Folger Director | 40 | 0 | $371,385 | $0 | $35,256 | Yes (X) | ||||
| Gayle Barton | ||||||||||
| Former Chief Information Officer | 40 | 0 | $197,905 | $0 | $40,610 | Yes (X) | ||||
| James Brassord | ||||||||||
| Chief of Campus Operations | 40 | 0 | $230,431 | $0 | $33,367 | Yes (X) | ||||
| Gregory Call | ||||||||||
| Dean of the Faculty | 40.00 | 0 | $281,718 | $0 | $38,212 | Yes (X) | ||||
| Suzanne Coffey | ||||||||||
| Chief of Student Affairs | 40 | 0 | $272,834 | $0 | $49,801 | Yes (X) | ||||
| Mauricia Geissler | ||||||||||
| Chief Investment Officer | 40 | 0 | $362,140 | $0 | $52,563 | Yes (X) | ||||
| James Larimore | ||||||||||
| Former Dean of Students | 40 | 0 | $232,485 | $0 | $26,454 | Yes (X) | ||||
| Megan Morey | ||||||||||
| Chief Advancement Officer | 40 | 0 | $271,758 | $0 | $49,407 | Yes (X) | ||||
| Lisa Rutherford | ||||||||||
| Legal and Admin Counsel | 40 | 0 | $283,695 | $0 | $49,866 | Yes (X) | ||||
| Peter Uvin | ||||||||||
| Provost | 40 | 0 | $321,920 | $0 | $30,885 | Yes (X) | ||||
| Peter Mackey | ||||||||||
| Chief Communications Officer | 0 | 0 | $218,649 | $0 | $37,229 | Yes (X) | ||||
| Austin Sarat | ||||||||||
| Associate Dean of the Faculty/Professor of Poli Sci & LJST | 40 | 0 | $329,505 | $0 | $53,671 | Yes (X) | ||||
| John Cheney | ||||||||||
| Associate Dean of Faculty/Professor of Geology | 40 | 0 | $227,278 | $0 | $46,835 | Yes (X) | ||||
| Stanley Rabinowitz | ||||||||||
| Professor of Russian | 0 | 0 | $221,033 | $0 | $30,058 | Yes (X) | ||||
| Ronald Rosbottom | ||||||||||
| Professor of French & European Studies | 40 | 0 | $212,514 | $0 | $49,829 | Yes (X) | ||||
| Lisa Raskin | ||||||||||
| Professor of Psychology | 40 | 0 | $209,997 | $0 | $36,635 | Yes (X) | ||||
| Thomas Parker | ||||||||||
| Former Dean of Admission & Finance | 40 | 0 | $110,436 | $0 | $22,455 | Yes (X) | ||||
| Charri Boykin-East | ||||||||||
| Senior Associate Dean of Students, Former Key | 40 | 0 | $145,451 | $0 | $34,571 | Yes (X) | ||||
| Allen Hart | ||||||||||
| Professor of Psychology, Former Key | 40 | 0 | $162,136 | $0 | $39,678 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,654,341 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,115,170 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 176 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Daniel OConnell's Sons Inc | ||||||
| 480 Hampden Street | Holyoke | MA | 01041 | General Contractor | $12,070,274 | |
| Payette Associates Inc | ||||||
| 290 Congress Street 5th Flr | Boston | MA | 02210 | Architects | $8,265,512 | |
| Kyu Sung Woo Architects Inc | ||||||
| 488 Green St | Cambridge | MA | 02139 | Architects | $4,406,393 | |
| Waterman Excavating Inc | ||||||
| 2 Gavin Avenue | Adams | MA | 01220 | Escavation | $3,838,595 | |
| The Baupost Group LLC | ||||||
| 10 Saint Avenue | Boston | MA | 02116 | Investment Manager | $2,783,000 | Suite 1700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 171 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $434,107 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $3,739,716 | GovernmentGrantsAmt |
| All Other Contributions | $37,539,223 | AllOtherContributionsAmt |
| Noncash Contributions | $6,865,413 | NoncashContributionsAmt |
| Total Contributions | $41,713,046 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Tuition and other student fees | 611310 | $85,035,596 | $85,035,596 | $0 | $0 |
| Room and board | 721000 | $21,883,809 | $21,883,809 | $0 | $0 |
| Box office admissions | 711130 | $1,940,651 | $1,940,651 | $0 | $0 |
| Folger Consort | 711110 | $319,685 | $319,685 | $0 | $0 |
| The Folger Insititute | 611710 | $344,373 | $344,373 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $588,856 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $588,856 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $110,112,970 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,501,680 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$529,108 | UnrelatedBusinessRevenueAmt |
| Exclusion | $32,030,788 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $455,392 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $455,392 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,149,381 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $867,405 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $281,976 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $281,976 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $281,976 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $718,556,439 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $511,060,890 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $207,495,549 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $207,495,549 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $9,414,591 | UnrelatedBusinessRevenueAmt |
| Exclusion | $198,080,958 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $47,743 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $434,107 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $89,118 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$41,375 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$41,375 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Dining services | 722212 | $1,369,061 | $1,369,061 | $0 | $0 |
| Other residence hall | 721000 | $365,655 | $365,655 | $0 | $0 |
| Summer conferences | 611710 | $1,414,278 | $730,430 | $683,848 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,117,700 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,095,350 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $22,350 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,266,694 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $396,785,932 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $115,410,834 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $9,591,681 | UnrelatedBusinessRevenueAmt |
| Exclusion | $230,070,371 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $341,747 | TotalAmt |
| Program Services | $341,747 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,487,412 | TotalAmt |
| Program Services | $52,487,412 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,388 | TotalAmt |
| Program Services | $306,388 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,035,142 | TotalAmt |
| Program Services | $1,583,864 | ProgramServicesAmt |
| Management And General | $3,098,689 | ManagementAndGeneralAmt |
| Fundraising | $352,589 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,796,374 | TotalAmt |
| Program Services | $61,578,905 | ProgramServicesAmt |
| Management And General | $13,731,964 | ManagementAndGeneralAmt |
| Fundraising | $3,485,505 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,902,900 | TotalAmt |
| Program Services | $17,091,672 | ProgramServicesAmt |
| Management And General | $812,061 | ManagementAndGeneralAmt |
| Fundraising | $999,167 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,742,847 | TotalAmt |
| Program Services | $4,218,440 | ProgramServicesAmt |
| Management And General | $1,261,480 | ManagementAndGeneralAmt |
| Fundraising | $262,927 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $927,555 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $927,555 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,425 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $283,425 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,440 | TotalAmt |
| Program Services | $12,440 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,897,213 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $33,897,213 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,363,524 | TotalAmt |
| Program Services | $4,003,473 | ProgramServicesAmt |
| Management And General | $1,360,051 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,296,876 | TotalAmt |
| Program Services | $474,254 | ProgramServicesAmt |
| Management And General | $718,752 | ManagementAndGeneralAmt |
| Fundraising | $103,870 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,810,289 | TotalAmt |
| Program Services | $1,197,745 | ProgramServicesAmt |
| Management And General | $1,545,631 | ManagementAndGeneralAmt |
| Fundraising | $66,913 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,414,093 | TotalAmt |
| Program Services | $1,684,120 | ProgramServicesAmt |
| Management And General | $1,729,229 | ManagementAndGeneralAmt |
| Fundraising | $744 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,166,843 | TotalAmt |
| Program Services | $12,588,779 | ProgramServicesAmt |
| Management And General | $315,798 | ManagementAndGeneralAmt |
| Fundraising | $262,266 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,414,971 | TotalAmt |
| Program Services | $1,904,810 | ProgramServicesAmt |
| Management And General | $188,248 | ManagementAndGeneralAmt |
| Fundraising | $321,913 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,176,604 | TotalAmt |
| Program Services | $922,629 | ProgramServicesAmt |
| Management And General | $1,151,537 | ManagementAndGeneralAmt |
| Fundraising | $102,438 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,706,809 | TotalAmt |
| Program Services | $9,318,537 | ProgramServicesAmt |
| Management And General | $194,136 | ManagementAndGeneralAmt |
| Fundraising | $194,136 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,805,487 | TotalAmt |
| Program Services | $15,173,267 | ProgramServicesAmt |
| Management And General | $316,110 | ManagementAndGeneralAmt |
| Fundraising | $316,110 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,961,996 | TotalAmt |
| Program Services | $1,239,107 | ProgramServicesAmt |
| Management And General | $722,889 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Equipment and vehicles | $1,945,043 | $1,361,530 | $525,162 | $58,351 |
| Food | $3,985,312 | $3,985,312 | $0 | $0 |
| Library books | $2,871,838 | $2,871,838 | $0 | $0 |
| College sponsored research | $2,824,936 | $2,824,936 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,442,647 | TotalAmt |
| Program Services | $8,235,979 | ProgramServicesAmt |
| Management And General | $108,280 | ManagementAndGeneralAmt |
| Fundraising | $98,388 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,920,711 | TotalAmt |
| Program Services | $205,407,184 | ProgramServicesAmt |
| Management And General | $62,888,210 | ManagementAndGeneralAmt |
| Fundraising | $6,625,317 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,041,203 | BOYAmt |
| EOY | $114,388,917 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,776,062 | BOYAmt |
| EOY | $152,905,448 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,456,855 | BOYAmt |
| EOY | $25,697,602 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,783,907 | BOYAmt |
| EOY | $3,311,073 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,146,071 | BOYAmt |
| EOY | $1,135,947 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,323,447 | BOYAmt |
| EOY | $9,764,210 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $492,134 | BOYAmt |
| EOY | $492,134 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,149,727 | BOYAmt |
| EOY | $6,946,580 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $653,759,581 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $254,160,706 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $376,550,173 | BOYAmt |
| EOY | $399,598,875 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $424,865,433 | BOYAmt |
| EOY | $192,342,636 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,364,017,032 | BOYAmt |
| EOY | $2,528,461,039 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,524,535 | BOYAmt |
| EOY | $2,220,785 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,578,864 | BOYAmt |
| EOY | $40,008,424 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,423,705,443 | BOYAmt |
| EOY | $3,477,273,670 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,127,343 | BOYAmt |
| EOY | $15,855,568 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,960,473 | BOYAmt |
| EOY | $1,289,858 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,256,348 | BOYAmt |
| EOY | $2,419,799 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,445,000 | BOYAmt |
| EOY | $198,765,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $490,830 | BOYAmt |
| EOY | $738,936 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $326,873,208 | BOYAmt |
| EOY | $321,645,866 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $549,153,202 | BOYAmt |
| EOY | $540,715,027 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $955,997,737 | BOYAmt |
| EOY | $988,155,309 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,429,276,449 | BOYAmt |
| EOY | $1,448,026,725 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $489,278,055 | BOYAmt |
| EOY | $500,376,609 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,874,552,241 | BOYAmt |
| EOY | $2,936,558,643 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,423,705,443 | BOYAmt |
| EOY | $3,477,273,670 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $121,865,221 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$62,283,310 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $2,424,491 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,043,042 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,424,839 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,153,898 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,200,548 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,713,046 | CurrentTaxYearAmt |
| Total | $222,535,373 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,043,042 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,424,839 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,153,898 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,200,548 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,713,046 | CurrentTaxYearAmt |
| Total | $222,535,373 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $29,528,519 | SubstantialContributorsTotAmt |
| Public Support Total170 | $193,006,854 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,396,303 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,552,752 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,040,125 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,520,333 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,957,072 | CurrentTaxYearAmt |
| Total | $265,466,585 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $488,001,958 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $491,259,904 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.39550 | PublicSupportCY170Pct |
| Public Support PY170 | 0.3808 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $12,440 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $0 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $12,440 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 | FormAndLineReferenceDesc |
| Explanation | The Trustees of Amherst College paid Chernikoff and Company $12,440 on behalf of the Folger Shakespeare Memorial Library for lobbying activities during its fiscal year ended June 30, 2015. In addition, Amherst College pays membership fees in various organizations that may perform a limited amount of lobbying activities such as NAICU-National Association of Independent Colleges and Universities, AICUM-Association of Independent Colleges and Universities in Massachusetts and COFHE-Consortium on Financing Higher Education. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 0 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 1 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $0 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $0 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $0 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $0 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $263,037 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,472,706,177 | BeginningYearBalanceAmt |
| Contributions | $10,416,616 | ContributionsAmt |
| Investment Earnings Or Losses | $180,976,931 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $22,367,769 | GrantsOrScholarshipsAmt |
| Other Expenditures | $83,660,765 | OtherExpendituresAmt |
| Administrative Expenses | $35,717,452 | AdministrativeExpensesAmt |
| End Year Balance | $2,522,353,738 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,105,519,441 | BeginningYearBalanceAmt |
| Contributions | $34,254,078 | ContributionsAmt |
| Investment Earnings Or Losses | $468,227,787 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $20,877,097 | GrantsOrScholarshipsAmt |
| Other Expenditures | $70,301,497 | OtherExpendituresAmt |
| Administrative Expenses | $44,116,535 | AdministrativeExpensesAmt |
| End Year Balance | $2,472,706,177 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,900,875,662 | BeginningYearBalanceAmt |
| Contributions | $39,091,783 | ContributionsAmt |
| Investment Earnings Or Losses | $290,035,253 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,355,857 | GrantsOrScholarshipsAmt |
| Other Expenditures | $65,134,459 | OtherExpendituresAmt |
| Administrative Expenses | $40,992,941 | AdministrativeExpensesAmt |
| End Year Balance | $2,105,519,441 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,908,682,734 | BeginningYearBalanceAmt |
| Contributions | $39,801,634 | ContributionsAmt |
| Investment Earnings Or Losses | $66,177,662 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,133,650 | GrantsOrScholarshipsAmt |
| Other Expenditures | $55,245,023 | OtherExpendituresAmt |
| Administrative Expenses | $41,407,695 | AdministrativeExpensesAmt |
| End Year Balance | $1,900,875,662 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,617,434,763 | BeginningYearBalanceAmt |
| Contributions | $38,148,374 | ContributionsAmt |
| Investment Earnings Or Losses | $353,265,789 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $15,317,468 | GrantsOrScholarshipsAmt |
| Other Expenditures | $47,564,416 | OtherExpendituresAmt |
| Administrative Expenses | $37,284,308 | AdministrativeExpensesAmt |
| End Year Balance | $1,908,682,734 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.26 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.73 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $8,432,348 | OtherCostOrOtherBasisAmt |
| Book Value | $8,432,348 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $518,079,903 | OtherCostOrOtherBasisAmt |
| Depreciation | $149,228,271 | DepreciationAmt |
| Book Value | $368,851,632 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $105,531,401 | OtherCostOrOtherBasisAmt |
| Depreciation | $92,875,358 | DepreciationAmt |
| Book Value | $12,656,043 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $21,715,929 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,057,077 | DepreciationAmt |
| Book Value | $9,658,852 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $399,598,875 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (8 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Domestic equities | $87,308,383 | F |
| Fixed income | $7,824,515 | F |
| Absolute return | $909,069,667 | F |
| Real estate & natural resources | $303,715,709 | F |
| Other investments | $6,925,903 | F |
| Private equities | $559,701,260 | F |
| Global equities | $228,634,694 | F |
| Foreign equities | $425,280,908 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,528,461,039 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Liability for life income obligations | $43,734,764 |
| Post retirement benefit obligation | $57,257,495 |
| Taxable bond | $192,809,370 |
| Interest swap agreement | $13,824,154 |
| Other liabilities | $14,020,083 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $321,645,866 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 1 | See Schedule D, Part III, Line 4 |
| Schedule D, Part III, Line 4 | The Trustees of Amherst College does not capitalize gifts in kind of art, historical treasures or other similar assets held for public exhibition, etc. Amherst College does not capitalize the purchases of art, historical treasures or other similar assets held for public exhibition, etc. The Folger Shakespeare Memorial Library (the Library), does capitalize purchases to its collection. The text of the footnote of the financial statements that describes these items is as follows: Purchases for the Library's collections are recorded at cost. The collections are reduced by the proceeds from a sale, resulting in the recognition of no gain or loss. Sales are not significant. The Folger Shakespeare Memorial Library holds the largest and most complete collection of Shakespeareana in the world and the largest collection of English printed books from 1475 to 1640 outside of England, as well as extensive Continental Renaissance holdings. The collection spans a broad range of subjects and includes books, manuscripts, documents, paintings, illustrations, tapestries, furnishings, musical instruments, scores, and curios from the Renaissance and theater history. The collection is a source of research for scholars from all over the world and is shared with the public through extensive exhibitions. The collection is exhibited within the Folger Shakespeare Memorial Library in Washington, D.C. where the collection is maintained in secure, climate controlled storage. The Emily Dickinson Museum (part of Amherst College) consists of two historic houses, and their contents, in the center of Amherst, Massachusetts, closely associated with the poet Emily Dickinson and members of her family during the nineteenth and early twentieth centuries. The Museum is dedicated to educating diverse audiences about Emily Dickinson's life, family, creative work, times, and enduring relevance, and to preserving and interpreting the Homestead and The Evergreens as historical resources for the benefit of scholars and the general public. The College has collections housed in the Mead Art Museum and the Beneski Museum of Natural History. The Mead Art Museum exhibits selections from its diverse collection of 16,000 works including American art, Russian modernist art, French art, British portraiture, African art, Japanese art, 19th and 20th century photography, and master and modern prints and drawings. The Beneski Museum of Natural History houses research collections of vertebrate and invertebrate paleontology, minerals, anthropology and modern vertebrates, as well as numerous exhibits which illustrate the evolution and ecology of major groups of animals. The College's collections are exhibited on campus where they are maintained. The College and the Library maintain policies and procedures addressing the collections' upkeep as well as other aspects of their management, including accession and deaccession policies. |
| Schedule D, Part IV, Line 2b | The Trustees of Amherst College serves as the custodian of funds owned by certain student groups. |
| Schedule D, Part V, Line 4 | The mission of the Trustees of Amherst College's endowment is to provide financial support in order that the College may provide a quality education to all admitted students as articulated in the mission statement of Amherst College. The endowment is managed for the purpose of ensuring that current and future spending requirements are supported, while also preserving the endowment fund in perpetuity. The endowment provides spendable income for such expenses of the College including financial aid, professorships, capital spending, other restricted expenses as dictated by the donor and general operating costs of the College. |
| Schedule D, Part X, Line 2 | The institution is generally exempt from federal and state income taxes. Management performs an annual review for uncertain tax positions along with any related interest and penalties and believes that the Institution has no uncertain tax positions that would have a material adverse effect, individually or in the aggregate, upon the Institution's balance sheet or the related statement of activities or cash flows. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | The following statement is in the College's annual catalog, admission application, yearly admission report sent to all secondary schools and brochure "This is Amherst" describing the College to all interested parties; "Amherst College does not discriminate in its admission or employment policies and practices on the basis of factors such as race, genetics, gender identity or gender expression, sex, sexual orientation, age, color, religion, national origin, disability, or veteran status." |
| Schedule E, Part I, Line 6 | The Trustees of Amherst College receives federal grants for research, etc. and is a pass through entity for certain federal and state financial aid. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (15 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|
| Central America and the Caribbean | Grantmaking | $5,296 | |
| East Asia and the Pacific | Grantmaking | $20,230 | |
| Europe (including Iceland and Greenland) | Grantmaking | $280,862 | |
| Central America and the Caribbean | Program Services | $58,107 | Travel and related expenses |
| Central America and the Caribbean | Program Services | $24,798 | Travel and related expenses |
| East Asia and the Pacific | Program Services | $191,717 | Travel and related expenses |
| Europe (including Iceland and Greenland) | Program Services | $450,062 | Travel and related expenses |
| Middle East and North Africa | Program Services | $7,093 | Travel and related expenses |
| Sub-Saharan Africa | Program Services | $11,607 | Travel and related expenses |
| South America | Program Services | $8,043 | Travel and related expenses |
| South Asia | Program Services | $10,957 | Travel and related expenses |
| Central America and the Caribbean | Investments | $11,123,025 | Investment management fees |
| Sub-Saharan Africa | Investments | $518,845 | Investment management fees |
| Central America and the Caribbean | Investments | $1,073,974,219 | |
| Sub-Saharan Africa | Investments | $22,718,887 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Spent | $1,109,403,748 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt |
|---|---|---|---|---|---|---|
| Undergraduate scholarships | Europe (including Iceland and Greenland) | 13 | $280,862 | wire transfer | ||
| Undergraduate scholarships | North America (including Canada and Mexico, but not the United States) | 1 | $5,296 | wire transfer | ||
| Undergraduate scholarship and awards | East Asia and the Pacific | 2 | $16,188 | wire transfer | $4,042 | Housing |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Disbursements in furtherance of the institution's exempt programs are made in accordance with procedures or subject to conditions established by the institutions governing board designed to insure that individuals and organizations receiving disbursements from the institution in furtherance of its exempt purpose are adequately investigated to insure that they are qualifying recipients. Students receiving scholarships and fellowships are judged worthy by the institution on the basis of criteria such as academic achievement (fellowships) and financial need (scholarships and fellowships). | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Folger Gala | Event1Nm |
| Gross Receipts Event1 | $357,440 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $316,387 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $41,053 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $38,929 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $5,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $26,153 | OtherDirectExpensesEvent1Amt |
| Event2 | Folger Aquisition Night | Event2Nm |
| Gross Receipts Event2 | $114,610 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $109,570 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $5,040 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $10,311 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $2,463 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $3,948 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $9,800 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $8,150 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $1,650 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $100 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $2,214 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $481,850 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $434,107 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $47,743 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $49,340 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,463 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $32,315 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $89,118 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$41,375 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| Amherst Business Improvement District | ||||||||||
| PO Box 339 | Amherst | MA | 01002 | 455423811 | 501(c)6 | $15,000 | Support operations | |||
| Amherst-Pelham Regional School | ||||||||||
| 170 Chestnut Street | Amherst | MA | 01002 | 046006213 | government entity | $75,000 | Support operations | |||
| Town of Amherst | ||||||||||
| 4 Boltwood Avenue | Amherst | MA | 01002 | 046001068 | government entity | $130,000 | Support town budget | |||
| New England Public Radio | ||||||||||
| 131 Country Circle | Amherst | MA | 01002 | 046103523 | 501( c)3 | $33,543 | Support of public radio | |||
| Woodside Children's Center | ||||||||||
| 155 Woodside Avenue | Amherst | MA | 01002 | 042888548 | 501(c)3 | $22,036 | Support operations | $56,548 | FMV | Occupancy and expenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| Amherst College undergraduate institutional scholarships | 1127 | $48,780,319 | ||
| Undergraduate fellowships for independent research and internships | 325 | $1,035,929 | $43,207 | Housing |
| Graduate fellowship awards | 127 | $902,717 | ||
| Grants awarded to high school teachers to attend continuing educational seminars | 111 | $156,450 | ||
| Tuition assistance to Amherst College employees and their dependents | 82 | $633,404 | ||
| Folger Shakespeare Memorial Library fellowship awards | 205 | $700,402 | $37,723 | Housing |
| Undergraduate academic awards | 150 | $197,261 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Disbursements in furtherance of the institution's exempt programs are made in accordance with procedures or subject to conditions established by the institutions governing board designed to insure that individuals and organizations receiving disbursements from the institution in furtherance of its exempt purpose are adequately investigated to insure that they are qualifying recipients. Students receiving scholarships and fellowships are judged worthy by the institution on the basis of criteria such as academic achievement (fellowships) and financial need (scholarships and fellowships). | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (42 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Danielle S Allen | ||||||||||||||
| Trustee | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Theodore W Beneski | ||||||||||||||
| Trustee | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Rafael Campo | ||||||||||||||
| Trustee | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Wei Sun Christianson | ||||||||||||||
| Trustee | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Walter C Donovan | ||||||||||||||
| Trustee | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Patrick Fitzgerald | ||||||||||||||
| Trustee | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Howard Gardner | ||||||||||||||
| Trustee | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Arthur W Koenig | ||||||||||||||
| Trustee | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Simon C Krinsky | ||||||||||||||
| Trustee | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Christopher S Lehane | ||||||||||||||
| Trustee | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| John S Middleton | ||||||||||||||
| Trustee | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Cullen Murphy | ||||||||||||||
| Trustee | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Andrew J Nussbaum | ||||||||||||||
| Trustee | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Hope E Pascucci | ||||||||||||||
| Trustee | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Joseph F Quinn | ||||||||||||||
| Trustee | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Paula K Rauch | ||||||||||||||
| Trustee | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Julia A Segre | ||||||||||||||
| Trustee | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| David A Sutphen | ||||||||||||||
| Trustee | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Shirley M Tilghman | ||||||||||||||
| Trustee | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| James C Tsai | ||||||||||||||
| Trustee | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Laura J Yerkovich | ||||||||||||||
| Trustee | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Carolyn Martin | ||||||||||||||
| President | $436,494 | $0 | $0 | $0 | $9,902 | $0 | $196,139 | $0 | $69,426 | $0 | $711,961 | $0 | $0 | $0 |
| Susan Pikor | ||||||||||||||
| Chief of Staff | $159,869 | $0 | $0 | $0 | $1,471 | $0 | $17,997 | $0 | $8,521 | $0 | $187,858 | $0 | $0 | $0 |
| Kevin Weinman | ||||||||||||||
| Chief Financial Officer | $267,082 | $0 | $0 | $0 | $871 | $0 | $29,508 | $0 | $23,884 | $0 | $321,345 | $0 | $0 | $0 |
| Michael Witmore | ||||||||||||||
| Folger Director | $370,523 | $0 | $0 | $0 | $863 | $0 | $34,006 | $0 | $1,250 | $0 | $406,642 | $0 | $0 | $0 |
| Gayle Barton | ||||||||||||||
| Former Chief Information Officer | $178,006 | $0 | $0 | $0 | $19,899 | $0 | $22,572 | $0 | $18,038 | $0 | $238,515 | $0 | $0 | $0 |
| James Brassord | ||||||||||||||
| Chief of Campus Operations | $229,613 | $0 | $0 | $0 | $818 | $0 | $26,203 | $0 | $7,163 | $0 | $263,797 | $0 | $0 | $0 |
| Gregory Call | ||||||||||||||
| Dean of the Faculty | $279,819 | $0 | $0 | $0 | $1,899 | $0 | $29,691 | $0 | $8,521 | $0 | $319,930 | $0 | $0 | $0 |
| Suzanne Coffey | ||||||||||||||
| Chief of Student Affairs | $263,750 | $0 | $0 | $0 | $9,084 | $0 | $30,802 | $0 | $18,998 | $0 | $322,634 | $0 | $0 | $0 |
| Mauricia Geissler | ||||||||||||||
| Chief Investment Officer | $360,819 | $0 | $0 | $0 | $1,321 | $0 | $30,029 | $0 | $22,534 | $0 | $414,703 | $0 | $0 | $0 |
| James Larimore | ||||||||||||||
| Former Dean of Students | $105,176 | $0 | $0 | $0 | $127,310 | $0 | $15,231 | $0 | $11,223 | $0 | $258,940 | $0 | $0 | $0 |
| Megan Morey | ||||||||||||||
| Chief Advancement Officer | $271,067 | $0 | $0 | $0 | $691 | $0 | $29,508 | $0 | $19,898 | $0 | $321,164 | $0 | $0 | $0 |
| Lisa Rutherford | ||||||||||||||
| Legal and Admin Counsel | $270,607 | $0 | $12,000 | $0 | $1,088 | $0 | $29,508 | $0 | $20,358 | $0 | $333,561 | $0 | $0 | $0 |
| Austin Sarat | ||||||||||||||
| Associate Dean of the Faculty/Professor of Poli Sci & LJST | $325,507 | $0 | $0 | $0 | $3,999 | $0 | $29,637 | $0 | $24,034 | $0 | $383,177 | $0 | $0 | $0 |
| John Cheney | ||||||||||||||
| Associate Dean of Faculty/Professor of Geology | $224,542 | $0 | $0 | $0 | $2,736 | $0 | $26,037 | $0 | $20,798 | $0 | $274,113 | $0 | $0 | $0 |
| Ronald Rosbottom | ||||||||||||||
| Professor of French & European Studies | $208,656 | $0 | $0 | $0 | $3,857 | $0 | $24,795 | $0 | $25,034 | $0 | $262,342 | $0 | $0 | $0 |
| Peter Mackey | ||||||||||||||
| Chief Communications Officer | $203,884 | $0 | $0 | $0 | $14,765 | $0 | $22,042 | $0 | $15,187 | $0 | $255,878 | $0 | $0 | $0 |
| Stanley Rabinowitz | ||||||||||||||
| Professor of Russian | $218,869 | $0 | $0 | $0 | $2,164 | $0 | $21,537 | $0 | $8,521 | $0 | $251,091 | $0 | $0 | $0 |
| Peter Uvin | ||||||||||||||
| Provost | $278,438 | $0 | $0 | $0 | $43,482 | $0 | $30,885 | $0 | $0 | $0 | $352,805 | $0 | $0 | $0 |
| Lisa Raskin | ||||||||||||||
| Prof. of Psychology | $207,961 | $0 | $0 | $0 | $2,037 | $0 | $25,197 | $0 | $11,438 | $0 | $246,633 | $0 | $0 | $0 |
| Charri Boykin-East | ||||||||||||||
| Senior Associate Dean of Students | $136,940 | $0 | $0 | $0 | $8,511 | $0 | $15,573 | $0 | $18,998 | $0 | $180,022 | $0 | $0 | $0 |
| Allen Hart | ||||||||||||||
| Dean of Students | $161,554 | $0 | $0 | $0 | $581 | $0 | $18,687 | $0 | $20,991 | $0 | $201,813 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | The President is required to maintain a personal residence on campus as a condition of employment for the convenience of the employer. Certain personal services are provided to maintain this residence. Occasional personal services provided to the President are considered personal expenses and added to the President's taxable compensation including the value of the related tax liability. The President has been approved to use first class travel for certain business trips. These expenses are reviewed and monitored by personnel in the Chief Financial Officer's Office. In accordance with a key employee's employment agreement, a dependent's taxable grant was added to the employee's taxable compensation including the value of the related tax liability. |
| Schedule J, Part I, Line 3 | The College participated in an annual survey of comparable institutions which compared historic salaries and designated benefits for the chief executive. The Board of Trustees delegated to an ad hoc Committee on Compensation, consisting of independent trustees, authority to determine the compensation of the President in accordance with the Compensation Policy for Designated Individuals approved by the Board in May 2012. The Committee on Compensation reviewed the relevant survey information, conducted an annual evaluation of the President, determined the President's compensation and contemporaneously documented its decision. The Committee on Compensation shared its findings and compensation decision with the Board of Trustees. |
| Schedule J, Part I, Line 4 | Line 4a - James Larimore received a severance payment in the amount of $110,000. Line 4b - Carolyn Martin deferred compensation contribution $105,100 as of 12/31/14. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MHEFA Series H | ||||||||
| A | 042456011 | 57585K4R6 | 2003-06-26 | $50,000,000 | Construction | 0 | 0 | 0 |
| MHEFA Series J | ||||||||
| B | 042456011 | 57586CHB4 | 2005-06-30 | $50,000,000 | Construction | 0 | 0 | 0 |
| MHEFA Series K-2 | ||||||||
| C | 042456011 | 57586EDKA | 2009-01-15 | $50,520,000 | Construction | 0 | 0 | 0 |
| MHEFA Series I | ||||||||
| D | 042456011 | 57586CHB4 | 2005-06-30 | $29,700,000 | Advanced refunding of Series G | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $10,575,000 | $0 | $50,749,858 | $0 | $0 | $0 | $400,000 | $0 | $0 | $50,349,858 | $0 | $0 | 2005 | 0 | 0 | Yes (1) | Yes (1) |
| B | $0 | $0 | $50,442,362 | $0 | $0 | $0 | $609,605 | $0 | $0 | $49,832,757 | $0 | $0 | 2007 | 0 | 0 | Yes (1) | Yes (1) |
| C | $4,370,000 | $0 | $50,646,531 | $0 | $0 | $0 | $518,773 | $0 | $0 | $50,127,758 | $0 | $0 | 2011 | 0 | 0 | Yes (1) | Yes (1) |
| D | $300,000 | $0 | $29,700,000 | $0 | $0 | $0 | $281,717 | $0 | $0 | $29,418,283 | $0 | $0 | 2005 | 0 | Yes (1) | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0.017 | 0.017 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0.013 | 0.013 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0.016 | 0.016 | 0 | 0 | Yes (1) | |
| D |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) | |||
| BofA Merrill Lynch | ||||||||||||
| B | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 20 | Yes (1) | 0 |
| (no name) | ||||||||||||
| C | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | |||
| BofA Merrill Lynch | ||||||||||||
| D | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 14 | Yes (1) | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part IV, Line 2c-06/26/2003 50,000,000 MHEFA Series H | Series H most recent required rebate computation performed 6/30/2012. |
| Schedule K, Part IV, Line 2c-06/30/2005 50,000,000 MHEFA Series J | Series J most recent required rebate computation performed 6/30/2014. |
| Schedule K, Part IV, Line 2c-01/15/2009 50,520,000 MHEFA Series K 2 | Series K-2 most recent required rebate computation performed 6/30/2013. |
| Schedule K, Part IV, Line 2c-06/30/2005 29,700,000 MHEFA Series I | Series I most recent required rebate computation performed 6/30/2014. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MHEFA Series K-1 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 042456011 | BondIssuerEIN |
| CUSIP | 57586EDK4 | CUSIPNum |
| Bond Issued | 2009-01-15 | BondIssuedDt |
| Issue Price | $7,580,224 | IssuePriceAmt |
| Purpose | Refunding of Series G | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $2,780,000 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $7,580,224 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $0 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $7,580,224 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2004 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part IV, Line 2c-01/15/2009 7,580,224 MHEFA Series K 1 | FormAndLineReferenceDesc |
| Explanation | Series K-1 most recent required rebate computation performed 1/15/2014. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (4 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| Michael Witmore | |||||||
| Officer | Mortgage | Yes (X) | $1,240,000 | $1,060,000 | 0 | Yes (1) | Yes (1) |
| Kevin Weinman | |||||||
| Officer | Mortgage | Yes (X) | $30,000 | $26,071 | 0 | Yes (1) | Yes (1) |
| Lisa Rutherford | |||||||
| Key employee | Mortgage | Yes (X) | $30,000 | $21,786 | 0 | Yes (1) | Yes (1) |
| Peter Mackey | |||||||
| Key employee | Mortgage | Yes (X) | $30,000 | $28,090 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $1,135,947 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Collegiate Catalyst Fund LLC | |||
| See Schedule L Part V | $530,130 | See Schedule L Part V | 0 |
| Independent Schools Compensation Co | |||
| See Schedule L Part V | $447,406 | See Schedule L Part V | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part IV | FormAndLineReferenceDesc |
| Explanation | (1) An officer of the College is a director of Collegiate Catalyst Fund, LLC which receives insurance premium payments from the College. (2) An officer of the College is a director and vice president of Independent Schools Compensation Corporation which receives insurance premium payments from the College. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 59 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | 0 | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | 0 | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 301 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,864,282 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,131 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | 0 | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Miscellaneous | Desc |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | 0 | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 11 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 2 | John Middleton and Susan Pikor are Board Members and Stephen Nigro, Kevin Weinman, James Brassord and Lisa Rutherford are officers of Amherst Inn Company. |
| Form 990, Part VI, Section A, Line 4 | During the year ended June 30, 2015, the Trustees of Amherst College amended its By-Laws to increase the number of Board Members from twenty-one to twenty-five. In addition, a quorum was changed from nine members to a simple majority of members then in office. |
| Form 990, Part VI, Section B, Line 11b | The financial officers of the College reviewed Form 990, including all schedules with the President of the College, the Audit Committee and the Chairman of the Board of Trustees prior to filing this form. The remaining members of the Board of Trustees were provided a full copy of Form 990 prior to filing with the exception of Schedule B. In order to respect the wishes of donors that gave gifts with the assumption of remaining anonymous, the review of Schedule B was conducted by the Audit Committee and Chairman of the Board of Trustees and the President of the College. |
| Form 990, Part VI, Section B, Line 12c | All individuals covered by the policy complete a Conflict of Interest Disclosure Statement with the Secretary of the Board of Trustees (the "Secretary") annually. The Secretary accumulates all disclosure statements and furnishes a summary to the Conflict of Interest Review Committee. In all instances where the Conflict of Interest Review Committee determines that a conflict of interest does exist, such conflicts, and their remedy, are disclosed to the Board of Trustees at the next meeting. The Conflict of Interest Committee reports to the Board at least annually. |
| Form 990, Part VI, Section B, Line 14 | The College has a written document retention and destruction policy that was approved by the College's senior management. Approval of this policy is not required at the full Board of Trustees level. |
| Form 990, Part VI, Section B, Line 15 | The College participated in an annual survey of comparable institutions which compared historic salaries and designated benefits for the chief executive officer and senior administrative staff. The College's President reviewed with the Board of Trustees the relevant survey information as well as senior staff performance evaluations and discussed annual salary adjustments. The Board of Trustees delegated to an ad hoc Committee on Compensation, consisting of independent trustees, authority to determine the compensation of the President. As provided in the Compensation Policy for Designated Individuals approved by the Board in May 2012, the Committee on Compensation reviewed the relevant survey information, conducted an annual evaluation of the President, determined the President's compensation and contemporaneously documented its decision. The Committee on Compensation shared its findings and compensation decision with the Board of Trustees. |
| Form 990, Part VI, Section C, Line 19 | The Trustees of Amherst College makes its annual financial statements available on its website and mails it to certain interested third parties. The conflict of interest policy is also available on the website. |
| Form 990, Part XI, Line 9 | Change in net value of life income funds $605,748, change in post retirement benefit obligation $3,805,410, unrealized swap loss -$1,785,818, and Amherst Inn difference -$200,849 . |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Woodside Children's Center | |||||||||||
| 155 Woodside Avenue | Amherst | MA | 01002 | 042888548 | children's daycare | MA | 501(c)(3) | 509(a)(3)III-O | N/A | Yes (1) | |
| Amherst College Foundation Trust | |||||||||||
| JP Morgan Svcs Inc | Newark | DE | 197146089 | 516522862 | supporting organization | NY | 501(c)(3) | PF | N/A | Yes (1) | PO Box 6089 |
| Amherst College Harry Elwin Harkness class of 1898 | |||||||||||
| PNC Bank NA | Pittsburgh | PA | 152222705 | 222891327 | supporting organization | PA | 501(c)(3) | 509(a)(3) lll-FI | N/A | Yes (1) | 620 Liberty Avenue |
| Associated Kyoto Program Inc | |||||||||||
| Controllers Office | Northampton | MA | 01063 | 042996114 | supporting organization | MA | 501(c)(3) | 509(a)(3)lll | N/A | 0 | Smith College |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|
| Amherst Inn Owner LLC | |||||||
| 155 South Pleasant Street | Amherst | MA | 01002 | 452737986 | real estate | MA | N/A |
| Amherst Inn Tenant LLC | |||||||
| 155 South Pleasant Street | Amherst | MA | 01002 | 452738046 | nonresidential rental | MA | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (19 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Amherst Inn Company-DE | |||||||||||||||
| Amherst College | 155 S Pleasant St | Amherst | MA | 01002 | 272334296 | real estate | DE | Trustees of Amherst College | C | -$336,891 | $16,501,411 | 1 | Yes (1) | ||
| Charitable Unitrusts (4) | |||||||||||||||
| PO Box 5000 | Amherst | MA | 01002 | charitable trust | CA | T | N/A | ||||||||
| Charitable Unitrusts (2) | |||||||||||||||
| PO Box 5000 | Amherst | MA | 01002 | charitable trust | PA | T | N/A | ||||||||
| Charitable Unitrust (1) | |||||||||||||||
| PO Box 5000 | Amherst | MA | 01002 | charitable trust | WA | T | N/A | ||||||||
| Charitable Unitrusts (1) | |||||||||||||||
| PO Box 5000 | Amherst | MA | 01002 | charitable trust | NH | T | N/A | ||||||||
| Charitable Annuity Trust (1) | |||||||||||||||
| PO Box 5000 | Amherst | MA | 01002 | charitable trust | NJ | T | N/A | ||||||||
| Charitable Annuity Trust (3) | |||||||||||||||
| PO Box 5000 | Amherst | MA | 01002 | charitable trust | MA | T | N/A | ||||||||
| Charitable Trusts (1) | |||||||||||||||
| PO Box 5000 | Amherst | MA | 01002 | charitable trust | MA | T | N/A | ||||||||
| Charitable Unitrusts (4) | |||||||||||||||
| PO Box 5000 | Amherst | MA | 01002 | charitable trust | CT | T | |||||||||
| Charitable Unitrusts (5) | |||||||||||||||
| PO Box 5000 | Amherst | MA | 01002 | charitable trust | FL | T | |||||||||
| Charitable Unitrusts (125) | |||||||||||||||
| PO Box 5000 | Amherst | MA | 01002 | charitable trust | MA | T | |||||||||
| Charitable Unitrusts (1) | |||||||||||||||
| PO Box 5000 | Amherst | MA | 01002 | charitable trust | MI | T | |||||||||
| Charitable Unitrusts (1) | |||||||||||||||
| PO Box 5000 | Amherst | MA | 01002 | charitable trust | GA | T | |||||||||
| Charitable Unitrusts (1) | |||||||||||||||
| PO Box 5000 | Amherst | MA | 01002 | charitable trust | NC | T | |||||||||
| Charitable Unitrusts (2) | |||||||||||||||
| PO Box 5000 | Amherst | MA | 01002 | charitable trust | NY | T | |||||||||
| Charitable Unitrusts (3) | |||||||||||||||
| PO Box | Amherst | MA | 01002 | charitable trust | OH | T | |||||||||
| Charitable Unitrusts (1) | |||||||||||||||
| PO Box 5000 | Amherst | MA | 01002 | charitable trust | TX | T | |||||||||
| Charitable Unitrusts (1) | |||||||||||||||
| PO Box 5000 | Amherst | MA | 01002 | charitable trust | NJ | T | |||||||||
| Semper Vic Partners Offshore Ltd | |||||||||||||||
| Gardner Russo and Gardner LLC | 223 East Chestnut Street | Lancaster | PA | 17602 | Investments | C | $100,171,723 | 0.71595 | Yes (1) | N/A | CJ | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Amherst College Foundation Trust | ||
| a-i | $685,000 | |
| Amherst College Harry Elwin Harkness class of 1898 | ||
| a-i | $33,361 | |
| Amherst Inn Company-DE | ||
| a-i | $64,703 | |
| Amherst Inn Owner LLC | ||
| a-i | $130,491 | |
| Amherst Inn Company-DE | ||
| d | $6,000,000 | |
| Amherst Inn Owner LLC | ||
| d | $4,402,475 | |
| Semper Vic Partners Offshore Ltd | ||
| b | $95,631,421 | FMV |
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