HAMPSHIRE COLLEGE TRUSTEES: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
HAMPSHIRE COLLEGE TRUSTEES (EIN 04-6130872)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-13
IRS object ID
201501339349301120
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-13T08:02:27-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MALONEY NOVOTNY LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11111 SUPERIOR AVENUE SUITE 700AddressLine1
CityCLEVELANDCity
StateOHState
ZIP Code44114ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046130872EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HAMPSHIRE COLLEGE TRUSTEESBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% SANDRA CHESSEYInCareOfNm
Business Name ControlHAMPBusinessNameControlTxt
Phone4135494600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1893 WEST STREETAddressLine1
Address Line2SuiteAddressLine2
CityAMHERSTCity
StateMAState
ZIP Code01002ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSANDRA CHESSEYPersonNm
Person TitleINTERIM VP FOR FINANCE&ADMIN.PersonTitleTxt
Phone4135494600PhoneNum
Signature2015-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTOPHER B ANDERSONPreparerPersonNm
PTINP00226559PTIN
Phone4135494600PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSANDRA CHESSEYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1893 WEST STREETAddressLine1
CityAMHERSTCity
StateMAState
ZIP Code01002ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$90,105,853GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HAMPSHIRE.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1965FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO EDUCATE AND PREPARE STUDENTS TO UNDER- STAND&PARTICIPATE RESPONSIBLY IN A COMPLEX WORLD. HAMPSHIRE COLLEGE HELPS STUDENTS DEVELOP CONFIDENCE IN THEIR INTELLECT,CREATIVITY&VALUESActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee1550TotalEmployeeCnt
Total Volunteers1247TotalVolunteersCnt
Total Gross UBI$1,270,920TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$19,628NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$7,042,167PYContributionsGrantsAmt
CY Contributions Grants$10,189,737CYContributionsGrantsAmt
PY Program Service Revenue$71,982,405PYProgramServiceRevenueAmt
CY Program Service Revenue$75,558,231CYProgramServiceRevenueAmt
PY Investment Income$2,692,183PYInvestmentIncomeAmt
CY Investment Income$2,210,125CYInvestmentIncomeAmt
PY Other Revenue$2,017,542PYOtherRevenueAmt
CY Other Revenue$1,996,284CYOtherRevenueAmt
PY Total Revenue$83,734,297PYTotalRevenueAmt
CY Total Revenue$89,954,377CYTotalRevenueAmt
PY Grants And Similar Paid$27,893,166PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$27,533,243CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$34,312,984PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$35,595,313CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,767,727CYTotalFundraisingExpenseAmt
PY Other Expenses$18,678,498PYOtherExpensesAmt
CY Other Expenses$20,547,449CYOtherExpensesAmt
PY Total Expenses$80,884,648PYTotalExpensesAmt
CY Total Expenses$83,676,005CYTotalExpensesAmt
PY Revenues Less Expenses$2,849,649PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$6,278,372CYRevenuesLessExpensesAmt
Total Assets BOY$87,902,488TotalAssetsBOYAmt
Total Assets EOY$100,365,657TotalAssetsEOYAmt
Total Liabilities BOY$29,497,765TotalLiabilitiesBOYAmt
Total Liabilities EOY$30,002,183TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$58,404,723NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$70,363,474NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionEDUCATION AT HAMPSHIRE COLLEGE PREPARES STUDENTS TO UNDERSTAND AND PARTICIPATE RESPONSIBLY IN A COMPLEX WORLD. THROUGH ITS ACTIONS AND POLICIES, THE COLLEGE SETS AN EXAMPLE OF THE RESPONSIBLE AND CREATIVE BEHAVIOR IT EXPECTS OF ITS STUDENTS. AS A LIBERAL ARTS COLLEGE, HAMPSHIRE HELPS STUDENTS DEVELOP CONFIDENCE IN THEIR INTELLECT, CREATIVITY, AND VALUES. IT ENCOURAGES THEIR DESIRE TO BE LIFELONG LEARNERS AND THEIR CAPACITY TO ADVANCE THE CAUSE OF SOCIAL JUSTICE AND THE WELL-BEING OF OTHERS. THE COLLEGE FOSTERS THESE ATTITUDES THROUGH A MULTIDISCIPLINARY, MULTICULTURAL CURRICULUM, SELF-INITIATED, INDIVIDUAL PROGRAMS OF STUDY NEGOTIATED WITH FACULTY MENTORS, STUDENTS' ACTIVE PARTICIPATION IN ORIGINAL RESEARCH, AND THE DIVERSE COMMUNITIES, ON CAMPUS AND OFF, IN WHICH LEARNING TAKES PLACE. WITHIN THE COLLEGE'S RESIDENTIAL COMMUNITY, STUDENTS ENCOUNTER AND LEARN TO RESPECT DIFFERENCE AND APPRECIATE DIVERSITY, THEREBY ENHANCING THEIR CAPACITY TO LIVE TOGETHER WELL.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$52,176,342ExpenseAmt
Grant$27,533,243GrantAmt
Revenue$63,869,210RevenueAmt
DescEDUCATIONAL DELIVERY: INCLUDES INSTRUCTIONAL AND OTHER EDUCATIONAL ACTIVITIES. HAMPSHIRE COLLEGE PROVIDES INSTRUCTION FOR 1,396 FTE UNDERGRADUATE STUDENTS AND EMPLOYS 139 FTE FACULTY. EDUCATIONAL DELIVERY ALSO INCLUDES STUDENT FINANCIAL AID PROGRAMS. FINANCIAL AID INCLUDES GRANTS, SCHOLARSHIPS, AND GOVERNMENT AID AWARDS TO ASSIST STUDENTS IN THE FINANCIAL COST OF ATTENDING HAMPSHIRE COLLEGE (1,396 STUDENTS). 82% OF OUR FACULTY HAVE PH.D. OR OTHER TERMINAL DEGREES IN THEIR FIELDS. ACCREDITATION: HAMPSHIRE COLLEGE IS FULLY ACCREDITED BY THE NEW ENGLAND ASSOCIATION OF SCHOOLS AND COLLEGES. MEMBERSHIP IN THE ASSOCIATION INDICATES THAT THE INSTITUTION HAS BEEN CAREFULLY EVALUATED AND FOUND TO MEET STANDARDS AGREED UPON BY QUALIFIED EVALUATORS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$8,899,387ExpenseAmt
Revenue$12,040,460RevenueAmt
DescSTUDENT SERVICES PROGRAMS: INCLUDES THE COST OF HEALTH SERVICES, RECREATIONAL ATHLETICS, DEAN OF STUDENT OFFICE EXPENSES AND OTHER SUPPORT SERVICES FOR 1,396 STUDENTS. HAMPSHIRE IS ONE OF 40 COLLEGES PROFILED IN COLLEGES THAT CHANGE LIVES (CTCL) FOR "DEVELOPING POTENTIAL, VALUES, INITIATIVE, AND RISK-TAKING" IN STUDENTS. CTCL SAYS OF HAMPSHIRE, "NO COLLEGE HAS STUDENTS WHOSE INTELLECTUAL THYROIDS ARE MORE ACTIVE OR WHOSE MINDS ARE MORE PASSIONATELY ENGAGED." ON ANY GIVEN DAY, A HAMPSHIRE STUDENT CAN ENJOY 200+ STUDENT ACTIVITIES, 100+ STUDENT GROUPS, 63 BOOKSTORES, 30 MUSEUMS, 19 ART GALLERIES, 21 THEATER STAGES, 35 CONCERT VENUES, 12 DANCE CLUBS, 220 BIKE TRAILS, 69 PIZZA PLACES, 19 COFFEE HOUSES, 18 BAKERIES, 14 HEALTH FOOD STORES AND 68 RESTAURANTS THAT DELIVER.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$3,078,342ExpenseAmt
Revenue$350,709RevenueAmt
DescSPONSORED RESEARCH AND RESTRICTED EXPENSES: INCLUDES ALL PRIVATE AND FEDERAL FUNDS RECEIVED FOR SPONSORED RESEARCH AND RESTRICTED ACTIVITIES. GRANTS FROM CORPORATIONS, FOUNDATIONS, AND GOVERNMENTAL AGENCIES SUPPORT EVERYTHING FROM BUILDING CONSTRUCTION AND EQUIPMENT TO PROGRAM DEVELOPMENT, INDIVIDUAL FACULTY RESEARCH, AND ENDOWED SCHOLARSHIPS. THE FOLLOWING INFORMATION REFLECTS THE GRANTS AWARDED ($30,000 OR ABOVE) TO HAMPSHIRE COLLEGE DURING THE PERIOD OF 7/1/13 TO 6/30/14: THE CIVIL LIBERTIES AND PUBLIC POLICY (CLPP) PROGRAM AT HAMPSHIRE WAS AWARDED THE FOLLOWING GRANTS: $50,000 FROM THE FOUNDATION FOR A JUST SOCIETY FOR ONE YEAR OF GENERAL OPERATING SUPPORT; $59,087 FROM THE EDUCATIONAL FOUNDATION OF AMERICA FOR ONE YEAR OF GENERAL OPERATING SUPPORT; $60,000 FROM THE OVERBROOK FOUNDATION FOR ONE YEAR OF GENERAL OPERATING SUPPORT; AND $300,000 FROM THE PACKARD FOUNDATION FOR TWO YEARS OF GENERAL OPERATING SUPPORT. THE COLLEGE WAS AWARDED TWO GRANTS FROM THE NATIONAL SCIENCE FOUNDATION (NSF) TO SUPPORT THE FOLLOWING PROJECTS: A $42,000 TRAVEL GRANT FOR PROFESSOR LEE SPECTOR'S PROJECT "HUMAN-COMPETITIVE EVOLUTIONARY COMPUTATION" AND A $409,546 TRANSFER GRANT FROM RUTGERS UNIVERSITY TO SUPPORT PROFESSOR TIM ZIMMERMAN'S PROJECT, "PROMOTING 21ST CENTURY SCIENCE TECHNOLOGY-ENHANCED LEARNING ACROSS FORMAL AND INFORMAL ENVIRONMENTS." FROM PRIVATE SOURCES, THE COLLEGE WAS AWARDED: A $50,000 GRANT FROM THE HENRY P. KENDALL FOUNDATION TO ASSIST THE COLLEGE IN LOCALLY SOURCING ITS FOOD IN THE DINING HALL; A TWO-YEAR $90,000 GRANT FROM THE SAMUEL H. KRESS FOUNDATION TO SUPPORT THE SUMMER INTENSIVE INSTITUTE FOR CURATORIAL PRACTICE; A $100,000 GRANT FROM THE BILL & MELINDA GATES FOUNDATION IN THEIR GRAND CHALLENGES EXPLORATIONS PROGRAM TO DEVELOP A PEARL MILLET THRESHER; A TWO-YEAR $199,656 GRANT FROM THE JOHN TEMPLETON FOUNDATION TO DEVELOP A SCIENCE AND ISLAM VIDEO RESOURCE DATABASE; A FOUR-YEAR $240,000 GRANT FROM THE LYDIA B. STOKES FOUNDATION TO SUPPORT THE CENTER FOR NEW ENGLAND FOOD AND AGRICULTURE, A PROJECT DEVELOPED AS PART OF THE SUSTAINABILITY INITIATIVE; AND A FOUR-YEAR $400,000 IMPLEMENTATION GRANT FROM THE HENRY LUCE FOUNDATION TO SUPPORT THE WORK THE COLLEGE HAS PERFORMED UNDER THE LUCE INITIATIVE FOR ASIAN STUDIES AND THE ENVIRONMENT (LIASE).Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$64,154,071TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document234IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee1550EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSANDRA CHESSEYPersonNm
Phone4135494600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1893 WEST STREETAddressLine1
CityAMHERSTCity
StateMAState
ZIP Code01002ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Dina Amouzigh
Student Trustee1.0Yes (X)$0$0$0
Matthew Arnold
Trustee3.0Yes (X)$0$0$0
Manish Bapna
Trustee3.0Yes (X)$0$0$0
Shelley Carey
Vice Chair5.0Yes (X)$0$0$0
Harold Carroll
Trustee3.0Yes (X)$0$0$0
David Dinerman
Vice Chair5.0Yes (X)$0$0$0
Luis Hernandez
Trustee3.0Yes (X)$0$0$0
Gaye Hill
Chair5.0Yes (X)$0$0$0
Rebecca Holland
Trustee3.0Yes (X)$0$0$0
Stephan Jost
Trustee3.0Yes (X)$0$0$0
Timothy Koller
Trustee3.0Yes (X)$0$0$0
Richmond Mayo-Smith
Trustee1.0Yes (X)$0$0$0
Robert McCarthy
Trustee3.0Yes (X)$0$0$0
Lucy McFadden
Trustee3.0Yes (X)$0$0$0
William Null
Alumni Trustee3.0Yes (X)$0$0$0
Karina Rosenstein
Student Alternate1.0Yes (X)$0$0$0
Kenneth Rosenthal
Vice Chair5.0Yes (X)$0$0$0
A Kim Saal
Alumni Trustee3.0Yes (X)$0$0$0
Jonathan Lash
President/ Trustee35.0Yes (X)$333,815$0$101,357Yes (X)
Elizabeth Conlisk
FAculty Trustee35.0Yes (X)$86,138$0$15,920
Marjorie Dunehew
Staff Trustee35.0Yes (X)$36,043$0$6,298
Mark Spiro
VP for Finance&Admin35.0$240,752$0$26,076Yes (X)
Eva Rueschmann
VP&Dean of Faculty35.0$208,525$0$26,618Yes (X)
Beth Ward
Secretary35.0$115,347$0$24,201Yes (X)
Gerald Bohdanowicz
Dir.of Finance&Accounting35.0$118,169$0$11,691Yes (X)
Lee Spector
Professor35.0$164,441$0$19,760Yes (X)
Daniel Ballantine
Chief Advancement Officer35.0$141,419$0$26,348Yes (X)
Ann Michelle Ruocco
Assoc.VP for Human Rscs.35.0$142,537$0$20,269Yes (X)
Julie Richardson
Dean of Admissions&Fin.Aid35.0$128,208$0$17,363Yes (X)
Jeffrey Wolfman
Director of Development35.0$132,425$0$12,731Yes (X)
Aaron Berman
Former VP&Dean of Faculty35.0$119,819$0$20,650Yes (X)
Marlene Fried
Former Prof/President's Advis.35.0$115,020$0$14,356Yes (X)
Alan Goodman
Former VP&Dean of FAculty35.0$146,585$0$28,611Yes (X)
Yaniris Fernandez
Former Staff Trustee35.0$93,132$0$25,968Yes (X)
Sura Levine
Former Fac.Trustee/Professor35.0$93,702$0$10,920Yes (X)
Josiah Litant
Former Staff Trustee35.0$62,970$0$12,627Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,479,047TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$421,764TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K48IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
MOUNT HOLYOKE COLLEGE
50 COLLEGE STREETSOUTH HADLEYMA01075PUBLIC SAFETY SVCS.$1,116,819
UNIVERSITY HEALTH SERVICES
UNIVERSITY OF MASSACHUSETTSAMHERSTMA01003HEALTH SERVICES$924,864
BRUNERCOTT ASSOCIATES INC
130 PROSPECT STREETCAMBRIDGEMA02139ARCHITECTURE$370,821
ROYALL COMPANY
1920 E PARHAM ROADRICHMONDVA23228ADMISSIONS CONSULT.$211,024
KEELING ASSOCIATES LLC
55 HARRY KEMP WAYPROVINCETOWNMA02657STRAT.PLAN.CONS.$194,547
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K33CntrctRcvdGreaterThan100KCnt
Government Grants$690,386GovernmentGrantsAmt
All Other Contributions$9,499,351AllOtherContributionsAmt
Noncash Contributions$754,141NoncashContributionsAmt
Total Contributions$10,189,737TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES900099$63,869,210$63,869,210
ROOM721000$8,590,799$8,590,799
BOARD722320$2,747,513$2,747,513
SPONSORED RESEARCH900099$350,709$350,709
FieldValueIRS element (for citing)
Total Program Service Revenue$75,558,231TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$611,601TotalRevenueColumnAmt
Unrelated Business Revenue-$23,216UnrelatedBusinessRevenueAmt
Exclusion$634,817ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

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

Rental Income Or Loss RentalIncomeOrLossGrp

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

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

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

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,750,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$151,476SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,598,524SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,598,524TotalRevenueColumnAmt
Exclusion$1,598,524ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Net Income From Gaming NetIncomeFromGamingGrp

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

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
AUXILIARY ENTERPRISES721000$1,225,268$120,633$1,104,635
HAMPSHIRE COLLEGE CHILD CARE CTR.624410$428,811$239,310$189,501
OTHER INCOME900099$342,205$342,205
FieldValueIRS element (for citing)
Other Revenue Total$1,996,284OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$89,954,377TotalRevenueColumnAmt
Related Or Exempt Func Income$76,260,379RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,270,920UnrelatedBusinessRevenueAmt
Exclusion$2,233,341ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$26,862,262TotalAmt
Program Services$26,862,262ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$670,981TotalAmt
Program Services$670,981ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$778,972TotalAmt
Program Services$46,491ProgramServicesAmt
Management And General$525,118ManagementAndGeneralAmt
Fundraising$207,363FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$27,682,858TotalAmt
Program Services$20,245,056ProgramServicesAmt
Management And General$5,700,188ManagementAndGeneralAmt
Fundraising$1,737,614FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,078,016TotalAmt
Program Services$1,519,697ProgramServicesAmt
Management And General$427,885ManagementAndGeneralAmt
Fundraising$130,434FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,224,889TotalAmt
Program Services$2,358,429ProgramServicesAmt
Management And General$664,038ManagementAndGeneralAmt
Fundraising$202,422FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,830,578TotalAmt
Program Services$1,338,740ProgramServicesAmt
Management And General$376,935ManagementAndGeneralAmt
Fundraising$114,903FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$82,229TotalAmt
Management And General$82,229ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$118,500TotalAmt
Management And General$118,500ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$136,098TotalAmt
Management And General$136,098ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,144,646TotalAmt
Management And General$3,144,646ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$42,898TotalAmt
Management And General$42,898ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,044,584TotalAmt
Program Services$695,159ProgramServicesAmt
Management And General$203,162ManagementAndGeneralAmt
Fundraising$146,263FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$729,899TotalAmt
Management And General$729,899ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,539,391TotalAmt
Program Services$1,323,876ProgramServicesAmt
Management And General$215,515ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,196,864TotalAmt
Program Services$975,936ProgramServicesAmt
Management And General$113,693ManagementAndGeneralAmt
Fundraising$107,235FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$90,865TotalAmt
Program Services$59,707ProgramServicesAmt
Management And General$25,886ManagementAndGeneralAmt
Fundraising$5,272FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$482,415TotalAmt
Program Services$414,877ProgramServicesAmt
Management And General$67,538ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,259,996TotalAmt
Program Services$1,943,597ProgramServicesAmt
Management And General$293,799ManagementAndGeneralAmt
Fundraising$22,600FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$472,768TotalAmt
Management And General$472,768ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
RESEARCH&SPONSORED PROGRAMS$3,078,342$3,078,342
BON APPETIT-FOOD SVCS$2,491,820$1,245,910$1,245,910
2012 SERIES BOND$792,491$792,491
CONSTRUCTION COSTS$1,907,438$953,719$953,719

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$936,205TotalAmt
Program Services$421,292ProgramServicesAmt
Management And General$421,292ManagementAndGeneralAmt
Fundraising$93,621FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$83,676,005TotalAmt
Program Services$64,154,071ProgramServicesAmt
Management And General$16,754,207ManagementAndGeneralAmt
Fundraising$2,767,727FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,994,033BOYAmt
EOY$6,276,818EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$559,169BOYAmt
EOY$350,001EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,159,736BOYAmt
EOY$7,662,650EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$244,324BOYAmt
EOY$214,487EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$335,691BOYAmt
EOY$301,517EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$249,128BOYAmt
EOY$215,311EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$107,046,825LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$66,309,949LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$39,538,291BOYAmt
EOY$40,736,876EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$9,700,529BOYAmt
EOY$10,441,971EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$25,447,950BOYAmt
EOY$31,663,231EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,673,637BOYAmt
EOY$2,502,795EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$87,902,488BOYAmt
EOY$100,365,657EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,281,698BOYAmt
EOY$2,548,437EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,653,646BOYAmt
EOY$1,584,322EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$14,585,872BOYAmt
EOY$13,928,420EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$8,818,468BOYAmt
EOY$8,768,335EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,158,081BOYAmt
EOY$3,172,669EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$29,497,765BOYAmt
EOY$30,002,183EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$22,327,755BOYAmt
EOY$25,989,927EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$12,074,303BOYAmt
EOY$19,122,771EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$24,002,665BOYAmt
EOY$25,250,776EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$58,404,723BOYAmt
EOY$70,363,474EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$87,902,488BOYAmt
EOY$100,365,657EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$6,278,372ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,680,379NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,768,622CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,774,988CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,814,028CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,042,167CurrentTaxYearMinus1YearAmt
Current Tax Year$10,189,737CurrentTaxYearAmt
Total$38,589,542TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,768,622CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,774,988CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,814,028CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,042,167CurrentTaxYearMinus1YearAmt
Current Tax Year$10,189,737CurrentTaxYearAmt
Total$38,589,542TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,628,091SubstantialContributorsTotAmt
Public Support Total170$35,961,451PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$600,084CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$545,134CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$653,858CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$436,406CurrentTaxYearMinus1YearAmt
Current Tax Year$634,817CurrentTaxYearAmt
Total$2,870,299TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

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

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$704,436CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$483,889CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$718,964CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$764,203CurrentTaxYearMinus1YearAmt
Current Tax Year$702,148CurrentTaxYearAmt
Total$3,373,640TotalAmt
FieldValueIRS element (for citing)
Total Support$44,835,134TotalSupportAmt
Gross Receipts Rltd Activities$355,134,933GrossReceiptsRltdActivitiesAmt
Public Support CY1700.80208PublicSupportCY170Pct
Public Support PY1700.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part IV Form990ScheduleAPartIVGrp

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

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsYes (true)GrantsOtherOrganizationsInd
Grants Other Organizations$381GrantsOtherOrganizationsAmt
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$381TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

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

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$479,221AssetsIncludedAmt
FieldValueIRS element (for citing)
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,044,173BeginningYearBalanceAmt
Contributions$559,285ContributionsAmt
Investment Earnings Or Losses$5,799,597InvestmentEarningsOrLossesAmt
Grants Or Scholarships$442,869GrantsOrScholarshipsAmt
Other Expenditures$1,926,701OtherExpendituresAmt
Administrative Expenses$116,416AdministrativeExpensesAmt
End Year Balance$28,917,069EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$23,486,335BeginningYearBalanceAmt
Contributions$553,962ContributionsAmt
Investment Earnings Or Losses$3,584,503InvestmentEarningsOrLossesAmt
Grants Or Scholarships$332,677GrantsOrScholarshipsAmt
Other Expenditures$2,026,665OtherExpendituresAmt
Administrative Expenses$221,285AdministrativeExpensesAmt
End Year Balance$25,044,173EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.32392BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.57405PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.10203TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

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

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$69,470,271OtherCostOrOtherBasisAmt
Depreciation$36,306,200DepreciationAmt
Book Value$33,164,071BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$22,050,349OtherCostOrOtherBasisAmt
Depreciation$20,780,237DepreciationAmt
Book Value$1,270,112BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,648,599OtherCostOrOtherBasisAmt
Depreciation$9,223,512DepreciationAmt
Book Value$2,425,087BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$40,736,876TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
FINANCIAL DERIVATIVES$9,596,052F
CLOSELY-HELD EQUITY INTERESTS$9,357,096F
NON-US EQUITY$12,710,083F
FieldValueIRS element (for citing)
Total Book Value Securities$31,663,231TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCONTINGENT ASSET RETIREMENT OBLIG.Desc
Amt$3,172,669Amt
FieldValueIRS element (for citing)
Total Liability$3,172,669TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$68,101,512TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$5,680,379NetUnrealizedGainsInvstAmt
Revenue Not Reported$5,680,379RevenueNotReportedAmt
Revenue Subtotal$62,421,133RevenueSubtotalAmt
Other Revenues Not Included$27,533,244OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$27,533,244RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$89,954,377TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$56,142,761TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$56,142,761ExpensesSubtotalAmt
Other Expenses Not Included$27,533,244OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$27,533,244ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$83,676,005TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
DESCRIPTION OF ORGANIZATION'S COLLECTIONS - PART III, LINE 4:ART COLLECTION: THE COLLEGE'S ART COLLECTION CONSISTS PRIMARILY OF PAINTINGS, PHOTOGRAPHS, PRINTS AND SCULPTURES THAT ARE PERIODICALLY DISPLAYED IN OUR LIBRARY GALLERY WITH NO COST FOR ADMISSION. THE WORKS CAN ALSO BE USED AS EDUCATIONAL MATERIALS FOR OUR STUDENTS WORKING ON VARIOUS DIVISION PROJECTS. LIBRARY COLLECTION: THE HAROLD F. JOHNSON LIBRARY PROMOTES THE ACADEMIC GOALS OF THE COLLEGE, TEACHING, RESEARCH, AND LEARNING. OUR COLLECTIONS REFLECT THE INTELLECTUAL INTERESTS AND CONCERNS OF OUR STUDENTS AND FACULTY, WITH PARTICULAR FOCUS ON THE CURRICULUM OF THE FIVE SCHOOLS OF NATURAL SCIENCE, SOCIAL SCIENCE, HUMANITIES, ARTS, AND CULTURAL STUDIES, INTERDISCIPLINARY ARTS, AND COGNITIVE SCIENCE. LIBRARIANS PROVIDE INSTRUCTION AND SUPPORT IN LOCATING AND CRITICALLY EVALUATING INFORMATION IN ANY FORM AND HELP PROVIDE ACCESS TO RESOURCES, ONLINE AND IN PRINT. STUDENTS AND FACULTY USING THE HAMPSHIRE COLLEGE LIBRARY ALSO HAVE ACCESS TO ALL THE LIBRARY RESOURCES OF OUR CONSORTIAL NEIGHBORS: AMHERST COLLEGE, MOUNT HOLYOKE COLLEGE, SMITH COLLEGE, AND THE UNIVERSITY OF MASSACHUSETTS - AMHERST. IN ADDITION, THROUGH FULL-TEXT DATABASES AND INTER-LIBRARY LOAN, STUDENTS AND FACULTY HAVE ACCESS TO A WIDER WORLD OF INFORMATION RESOURCES.
INTENDED USES OF ENDOWMENTS - PART V, LINE 4:ENDOWMENT FUNDS ARE DESIGNATED FOR THE FOLLOWING PURPOSES: UNRESTRICTED OPERATIONS, ACADEMIC DIVISIONS, COMPENSATION, RESEARCH, PUBLIC SERVICE AND EXTENSION, LIBRARY OPERATIONS, MAINTENANCE OF PLANT, STUDENT AID, AND OTHER PURPOSES.
FIN 48 (ASC 740) FOOTNOTE - PART X, LINE 2:THE COLLEGE IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS GENERALLY EXEMPT FROM FEDERAL TAXES PURSUANT TO SECTION 501(a) OF THE CODE. THE COLLEGE HAS ASSESSED UNCERTAIN TAX POSITIONS AND DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS.
OTHER CHANGES IN REVENUE - PART XI, LINE 4B:FINANCIAL AID EXPENSE, WHICH WAS NETTED WITH REVENUE ON FINANCIAL STATEMENTS BUT SHOWN IN PART IX OF FORM 990: $27,533,244
OTHER CHANGES IN EXPENSES - PART XII, LINE 4B:FINANCIAL AID EXPENSE, WHICH WAS NETTED WITH REVENUE ON FINANCIAL STATEMENTS BUT SHOWN IN PART IX OF FORM 990: $27,533,244

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

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

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (39 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the CaribbeanProgram ServicesRESEARCH$1,358
Central America and the CaribbeanProgram ServicesSHORT TERM STUDY$2,991
Central America and the CaribbeanProgram ServicesSITE VISIT$3,542
Central America and the CaribbeanProgram ServicesSTUDENT RECRUITING$78
Central America and the CaribbeanProgram ServicesTRAVEL & EXPENSES$25
East Asia and the PacificProgram ServicesCONFERENCE$3,936
East Asia and the PacificProgram ServicesPROGRAM STUDIES$11,840
East Asia and the PacificProgram ServicesRESEARCH$3,745
East Asia and the PacificProgram ServicesSITE VISIT$7,841
East Asia and the PacificProgram ServicesSTUDENT RECRUITING$18,744
East Asia and the PacificProgram ServicesTRAVEL & EXPENSES$1,113
Europe (Including Iceland and Greenland)Program ServicesCONFERENCE$27,413
Europe (Including Iceland and Greenland)Program ServicesEMPLOYMENT RECRUITING$1,651
Europe (Including Iceland and Greenland)Program ServicesEXCHANGE PROGRAM$500
Europe (Including Iceland and Greenland)Program ServicesPROGRAM STUDIES$14,640
Europe (Including Iceland and Greenland)Program ServicesRESEARCH$24,575
Europe (Including Iceland and Greenland)Program ServicesSHORT TERM STUDY$4,869
Europe (Including Iceland and Greenland)Program ServicesSITE VISIT$9,495
Europe (Including Iceland and Greenland)Program ServicesSPONSORED RESEARCH$4,524
Europe (Including Iceland and Greenland)Program ServicesSTUDENT RECRUITING$82
Europe (Including Iceland and Greenland)Program ServicesTRAVEL & EXPENSES$496
Middle East and North AfricaProgram ServicesRESEARCH$5,006
North AmericaProgram ServicesCONFERENCE$179
North AmericaProgram ServicesPROGRAM STUDIES$400
North AmericaProgram ServicesRESEARCH$2,564
North AmericaProgram ServicesSHORT TERM STUDY$400
North AmericaProgram ServicesSITE VISIT$4,471
North AmericaProgram ServicesSTUDENT RECRUITING$1,244
North AmericaProgram ServicesTRAVEL & EXPENSES$1,548
South AmericaProgram ServicesPROGRAM STUDIES$4,350
South AmericaProgram ServicesRESEARCH$4,737
South AmericaProgram ServicesSITE VISIT$805
South AmericaProgram ServicesSPONSORED RESEARCH$1,957
South AmericaProgram ServicesSTUDENT RECRUITING$13,811
South AsiaProgram ServicesPROGRAM STUDIES$1,580
South AsiaProgram ServicesRESEARCH$4,796
South AsiaProgram ServicesSHORT TERM STUDY$1,388
Sub-Saharan AfricaProgram ServicesRESEARCH$787
Sub-Saharan AfricaProgram ServicesTRAVEL & EXPENSES$398
FieldValueIRS element (for citing)
Subtotal Spent$128,861SubtotalSpentAmt
Continuation Spent$65,018ContinuationSpentAmt
Total Spent$193,879TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtValuation Method UsedValuationMethodUsedDesc
TUITION&LIVING EXPENSESCentral America and the Caribbean13$134,586CRED.TO ACCTFMV
TUITION&LIVING EXPENSESEast Asia and the Pacific7$81,844CRED.TO ACCTFMV
TUITION&LIVING EXPENSESEurope (Including Iceland and Greenland)29$279,731CRED.TO ACCTFMV
TUITION&LIVING EXPENSESNorth America7$94,051CRED.TO ACCTFMV
TUITION&LIVING EXPENSESSouth America3$15,000CRED.TO ACCTFMV
TUITION&LIVING EXPENSESSouth Asia5$33,157CRED.TO ACCTFMV
TUITION&LIVING EXPENSESSub-Saharan Africa4$23,180CRED.TO ACCTFMV
TUITION&LIVING EXPENSESMiddle East and North Africa2$9,432CRED.TO ACCTFMV
FieldValueIRS element (for citing)
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

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

Schedule I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (23 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDesc
HAMPSHIRE COLLEGE GRANTS871$15,232,342CASH VALUE
DIV.III GRANTS14$3,850CASH VALUE
YELLOW RIBBON GRANT2$3,946CASH VALUE
FOREIGN STUDENT GRANT58$1,508,438CASH VALUE
CITIZENS SCHOLARSHIP AWARDS8$5,250CASH VALUE
NATIONAL SERVICE AWARDS11$9,663CASH VALUE
MUSIC GRANTS2$1,300CASH VALUE
UPLAN1-$47CASH VALUE
HAMPSHIRE FACULTY SCHOLARSHIPS201$1,107,250CASH VALUE
JOHNSON SCHOLARSHIP29$328,750CASH VALUE
SCHOMBERG SCHOLARSHIP2$11,250CASH VALUE
HC MERIT SCHOLARSHIP8$16,000CASH VALUE
NON SATIS SCIRE329$2,913,535CASH VALUE
HC SCIENCE SCHOLARSHIP4$17,500CASH VALUE
SHORT TERM TRIP GRANTS20$36,000CASH VALUE
SEOG95$360,000CASH VALUE
GILBERT STATE AWARDS69$137,344CASH VALUE
COLLEGE WORK STUDY492$189,786CASH VALUE
ENDOWED SCHOLARSHIPS18$216,841CASH VALUE
BELL RINGER SCHOLARSHIP130$1,811,250CASH VALUE
PRESIDENTIAL SCHOLARSHIP175$1,856,000CASH VALUE
DEAN'S $7500 SCHOLARSHIP123$847,015CASH VALUE
COMMUNITY SCHOLARSHIP52$249,000CASH VALUE

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Jonathan Lash
President/ Trustee$309,291$0$0$0$24,524$0$29,026$0$72,331$0$435,172$0$0$0
Mark Spiro
VP for Finance&Admin$211,559$0$0$0$29,193$0$21,250$0$4,826$0$266,828$0$0$0
Eva Rueschmann
VP&Dean of Faculty$208,249$0$0$0$276$0$20,524$0$6,094$0$235,143$0$0$0
Lee Spector
Professor$141,165$0$0$0$23,276$0$11,868$0$7,892$0$184,201$0$0$0
Daniel Ballantine
Chief Advancement Officer$140,339$0$0$0$1,080$0$14,640$0$11,708$0$167,767$0$0$0
Ann Michelle Ruocco
Assoc.VP for Human Rscs.$118,301$0$0$0$24,236$0$14,174$0$6,095$0$162,806$0$0$0
Aaron Berman
Former VP&Dean of Faculty$105,603$0$0$0$14,216$0$12,171$0$8,479$0$140,469$0$0$0
Marlene Fried
Former Prof/President's Advis.$91,496$0$0$0$23,524$0$10,761$0$3,595$0$129,376$0$0$0
Alan Goodman
Former VP&Dean of FAculty$122,793$0$0$0$23,792$0$15,236$0$13,375$0$175,196$0$0$0
Yaniris Fernandez
Former Staff Trustee$81,492$0$0$0$11,640$0$10,260$0$15,708$0$119,100$0$0$0
Sura Levine
Former Fac.Trustee/Professor$90,918$0$0$0$2,784$0$8,924$0$1,996$0$104,622$0$0$0
Josiah Litant
Former Staff Trustee$61,358$0$0$0$1,612$0$5,919$0$6,708$0$75,597$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceBENEFITS PROVIDED TO CERTAIN INDIVIDUALS - PART I, LINE 1A:FormAndLineReferenceDesc
ExplanationAS A CONDITION OF EMPLOYMENT, THE PRESIDENT OF THE COLLEGE IS PROVIDED WITH HOUSING OWNED BY THE COLLEGE. ALL COSTS TO MAINTAIN THE HOME, INCLUDING A HOUSEKEEPER, WERE PAID FOR BY THE COLLEGE. THE COLLEGE PROVIDES THE PERSONAL SERVICES TO THE PRESIDENT AT NO ADDITIONAL COST, AND NONE OF THE BENEFITS WERE TREATED AS TAXABLE INCOME FOR THE PRESIDENT.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1MASSACHUSETTS DEVELOPMENT FINANCE AGENCYBusinessNameLine1
FieldValueIRS element (for citing)
Bond Issuer EIN043431814BondIssuerEIN
Bond Issued2012-12-17BondIssuedDt
Issue Price$14,225,000IssuePriceAmt
PurposeCONSTRUCTION/RENOVATION REFINANCEPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

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

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsfalseAnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropfalseMgmtContractBondFincdPropInd
Any Research AgreementsfalseAnyResearchAgreementsInd
Private Bus Use By Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00870PrivateBusConcerningUBIPct
Total Private Business Use0.00870TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt TestYes (true)BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Remedial Action TakenfalseRemedialActionTakenInd
Procs Nonqualified Bond RemdtdfalseProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

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

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1
FieldValueIRS element (for citing)
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1
FieldValueIRS element (for citing)
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionfalseProceduresCorrectiveActionInd

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$21,500NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV-APPRAISALMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution25ContributionCnt
Noncash Contributions Rpt F990$711,078NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)MUSIC EQUIPMENT - SYNTHESIZER1$7,500FMV
Yes (X)INTEREST IN NOTE RECEIVABLE1$14,063FMV
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
MEMBERS' POWER TO ELECT GOVERNING BODY - FORM 990, PART VI, LINE 7A:THE STUDENT BODY ELECTS A STUDENT TRUSTEE AND AN ALTERNATE. THE FACULTY ELECTS A FACULTY TRUSTEE. THE STAFF ELECTS A STAFF TRUSTEE.
FORM 990 REVIEW - FORM 990, PART VI, LINE 11B:MANAGEMENT OF THE COLLEGE IS RESPONSIBLE FOR PREPARING A DRAFT OF FORM 990 WITH THE ASSISTANCE OF AN OUTSIDE PUBLIC ACCOUNTING FIRM. THE COMPLETED DRAFT OF FORM 990 IS PROVIDED TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF TRUSTEES IN ADVANCE OF THE FILING DEADLINE TO ENABLE A REVIEW BY ALL MEMBERS OF THE COMMITTEE WITH SENIOR MANAGEMENT AND THE COLLEGE'S TAX ADVISOR FROM A PUBLIC ACCOUNTING FIRM. ALL QUESTIONS AND CONCERNS OF THE AUDIT COMMITTEE MEMBERS ARE ADDRESSED AND INCORPORATED INTO FORM 990 AS APPROPRIATE. AFTER THE AUDIT COMMITTEE'S REVIEW, ALL MEMBERS OF THE BOARD OF TRUSTEES ARE PROVIDED A COPY OF THE COMPLETED FORM 990 IN ADVANCE OF THE FILING DEADLINE VIA A DEDICATED WEBSITE. AFTER INPUT FROM THE BOARD OF TRUSTEES AND THE AUDIT COMMITTEE HAS BEEN APPROPRIATELY ADDRESSED, FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE.
MONITORING AND ENFORCEMENT OF CONFLICT POLICY - FORM 990,PART VI,LINE 12C:THE COLLEGE ANNUALLY REQUIRES DISCLOSURES OF CONFLICTS OF INTEREST THROUGH A CONFLICT OF INTEREST FORM. THE TRUSTEES ARE EMAILED THE CONFLICT OF INTEREST FORM FROM THE BUSINESS OFFICE VIA THE COLLEGE'S SECRETARY, AND THE COMPLETED FORMS ARE RETURNED TO THE BUSINESS OFFICE. IF A COMPLETED CONFLICT OF INTEREST FORM DISCLOSES A CONFLICT, IT IS GIVEN TO THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION. THE VP FOR FINANCE AND ADMINISTRATION REVIEWS THE FORMS AND THEN SENDS THEM TO THE AUDIT AND COMPLIANCE COMMITTEE IF THE DISCLOSURE IS SOMETHING THAT THE COMMITTEE NEEDS TO BE AWARE OF. THE TRUSTEES RECUSE THEMSELVES FROM VOTING ON MATTERS IN WHICH THEY HAVE A CONFLICT. THE MINUTES OF SUCH MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE, AND A TRUSTEE WHO IS UNCERTAIN WHETHER A CONFLICT OF INTEREST MAY EXIST IN ANY MATTER MAY REQUEST THE BOARD OR COMMITTEE TO RESOLVE THE QUESTION BY MAJORITY VOTE.
COMPENSATION REVIEW AND APPROVAL - FORM 990, PART VI, LINE 15:THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS THE COMPENSATION OF THE PRESIDENT. THE PROCESS INCLUDES REVIEWING COMPARABLE DATA TO DETERMINE APPROPRIATE COMPENSATION LEVELS. THE DOCUMENTED PROCESS AND DECISIONS MADE ARE PRESERVED IN HUMAN RESOURCES. THE EXECUTIVE COMMITTEE IS EMPOWERED TO APPROVE THE ANNUAL COMPENSATION OF THE PRESIDENT, AND THE EXECUTIVE COMMITTEE, OR A SUBSET THEREOF, MEETS WITH THE PRESIDENT ANNUALLY FOR A FORMAL EVALUATION AFTER RECEIVING INPUT FROM THE FULL BOARD. THE OTHER OFFICERS' COMPENSATION IS REVIEWED BY THE PRESIDENT. COMPARATIVE SALARY DATA AS WELL AS PROPOSED SALARIES ARE BROUGHT BY THE PRESIDENT TO THE EXECUTIVE COMMITTEE FOR REVIEW. THE PRESIDENT MAKES THE FINAL SALARY DECISIONS FOR ALL COLLEGE OFFICERS.
AVAILABILITY OF DOCUMENTS - FORM 990, PART VI, LINE 19:THE COLLEGE'S BY-LAWS, CODE OF CONDUCT, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE ON THE COLLEGE'S WEBSITE: WWW.HAMPSHIRE.EDU. FORM 990 AND THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE OF THE MASSACHUSETTS ATTORNEY GENERAL. FORM 990 IS ALSO AVAILABLE AT WWW.GUIDESTAR.ORG.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHARITABLE REMAINDER TRUSTS (4)BusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1893 WEST STREETAddressLine1
CityAMHERSTCity
StateMAState
ZIP Code01002ZIPCode
FieldValueIRS element (for citing)
Primary ActivitiesCHARITABLE TRUSTPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1
FieldValueIRS element (for citing)
Entity TypeTRUSTEntityTypeTxt
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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