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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T08:02:27-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALONEY NOVOTNY LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SUPERIOR AVENUE SUITE 700 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046130872 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAMPSHIRE COLLEGE TRUSTEES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SANDRA CHESSEY | InCareOfNm |
| Business Name Control | HAMP | BusinessNameControlTxt |
| Phone | 4135494600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 893 WEST STREET | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | AMHERST | City |
| State | MA | State |
| ZIP Code | 01002 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDRA CHESSEY | PersonNm |
| Person Title | INTERIM VP FOR FINANCE&ADMIN. | PersonTitleTxt |
| Phone | 4135494600 | PhoneNum |
| Signature | 2015-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER B ANDERSON | PreparerPersonNm |
| PTIN | P00226559 | PTIN |
| Phone | 4135494600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SANDRA CHESSEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 893 WEST STREET | AddressLine1 |
| City | AMHERST | City |
| State | MA | State |
| ZIP Code | 01002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $90,105,853 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HAMPSHIRE.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO EDUCATE AND PREPARE STUDENTS TO UNDER- STAND&PARTICIPATE RESPONSIBLY IN A COMPLEX WORLD. HAMPSHIRE COLLEGE HELPS STUDENTS DEVELOP CONFIDENCE IN THEIR INTELLECT,CREATIVITY&VALUES | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 1550 | TotalEmployeeCnt |
| Total Volunteers | 1247 | TotalVolunteersCnt |
| Total Gross UBI | $1,270,920 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$19,628 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,042,167 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,189,737 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $71,982,405 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $75,558,231 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,692,183 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,210,125 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,017,542 | PYOtherRevenueAmt |
| CY Other Revenue | $1,996,284 | CYOtherRevenueAmt |
| PY Total Revenue | $83,734,297 | PYTotalRevenueAmt |
| CY Total Revenue | $89,954,377 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $27,893,166 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $27,533,243 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $34,312,984 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $35,595,313 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,767,727 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,678,498 | PYOtherExpensesAmt |
| CY Other Expenses | $20,547,449 | CYOtherExpensesAmt |
| PY Total Expenses | $80,884,648 | PYTotalExpensesAmt |
| CY Total Expenses | $83,676,005 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,849,649 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,278,372 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $87,902,488 | TotalAssetsBOYAmt |
| Total Assets EOY | $100,365,657 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $29,497,765 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,002,183 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $58,404,723 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $70,363,474 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EDUCATION 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 Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $52,176,342 | ExpenseAmt |
| Grant | $27,533,243 | GrantAmt |
| Revenue | $63,869,210 | RevenueAmt |
| Desc | EDUCATIONAL 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,899,387 | ExpenseAmt |
| Revenue | $12,040,460 | RevenueAmt |
| Desc | STUDENT 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,078,342 | ExpenseAmt |
| Revenue | $350,709 | RevenueAmt |
| Desc | SPONSORED 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $64,154,071 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 234 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1550 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDRA CHESSEY | PersonNm |
| Phone | 4135494600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 893 WEST STREET | AddressLine1 |
| City | AMHERST | City |
| State | MA | State |
| ZIP Code | 01002 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| Dina Amouzigh | ||||||||
| Student Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Matthew Arnold | ||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| Manish Bapna | ||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| Shelley Carey | ||||||||
| Vice Chair | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Harold Carroll | ||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| David Dinerman | ||||||||
| Vice Chair | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Luis Hernandez | ||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| Gaye Hill | ||||||||
| Chair | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| Rebecca Holland | ||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| Stephan Jost | ||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| Timothy Koller | ||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| Richmond Mayo-Smith | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert McCarthy | ||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| Lucy McFadden | ||||||||
| Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| William Null | ||||||||
| Alumni Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| Karina Rosenstein | ||||||||
| Student Alternate | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Kenneth Rosenthal | ||||||||
| Vice Chair | 5.0 | Yes (X) | $0 | $0 | $0 | |||
| A Kim Saal | ||||||||
| Alumni Trustee | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| Jonathan Lash | ||||||||
| President/ Trustee | 35.0 | Yes (X) | $333,815 | $0 | $101,357 | Yes (X) | ||
| Elizabeth Conlisk | ||||||||
| FAculty Trustee | 35.0 | Yes (X) | $86,138 | $0 | $15,920 | |||
| Marjorie Dunehew | ||||||||
| Staff Trustee | 35.0 | Yes (X) | $36,043 | $0 | $6,298 | |||
| Mark Spiro | ||||||||
| VP for Finance&Admin | 35.0 | $240,752 | $0 | $26,076 | Yes (X) | |||
| Eva Rueschmann | ||||||||
| VP&Dean of Faculty | 35.0 | $208,525 | $0 | $26,618 | Yes (X) | |||
| Beth Ward | ||||||||
| Secretary | 35.0 | $115,347 | $0 | $24,201 | Yes (X) | |||
| Gerald Bohdanowicz | ||||||||
| Dir.of Finance&Accounting | 35.0 | $118,169 | $0 | $11,691 | Yes (X) | |||
| Lee Spector | ||||||||
| Professor | 35.0 | $164,441 | $0 | $19,760 | Yes (X) | |||
| Daniel Ballantine | ||||||||
| Chief Advancement Officer | 35.0 | $141,419 | $0 | $26,348 | Yes (X) | |||
| Ann Michelle Ruocco | ||||||||
| Assoc.VP for Human Rscs. | 35.0 | $142,537 | $0 | $20,269 | Yes (X) | |||
| Julie Richardson | ||||||||
| Dean of Admissions&Fin.Aid | 35.0 | $128,208 | $0 | $17,363 | Yes (X) | |||
| Jeffrey Wolfman | ||||||||
| Director of Development | 35.0 | $132,425 | $0 | $12,731 | Yes (X) | |||
| Aaron Berman | ||||||||
| Former VP&Dean of Faculty | 35.0 | $119,819 | $0 | $20,650 | Yes (X) | |||
| Marlene Fried | ||||||||
| Former Prof/President's Advis. | 35.0 | $115,020 | $0 | $14,356 | Yes (X) | |||
| Alan Goodman | ||||||||
| Former VP&Dean of FAculty | 35.0 | $146,585 | $0 | $28,611 | Yes (X) | |||
| Yaniris Fernandez | ||||||||
| Former Staff Trustee | 35.0 | $93,132 | $0 | $25,968 | Yes (X) | |||
| Sura Levine | ||||||||
| Former Fac.Trustee/Professor | 35.0 | $93,702 | $0 | $10,920 | Yes (X) | |||
| Josiah Litant | ||||||||
| Former Staff Trustee | 35.0 | $62,970 | $0 | $12,627 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,479,047 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $421,764 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 48 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MOUNT HOLYOKE COLLEGE | |||||
| 50 COLLEGE STREET | SOUTH HADLEY | MA | 01075 | PUBLIC SAFETY SVCS. | $1,116,819 |
| UNIVERSITY HEALTH SERVICES | |||||
| UNIVERSITY OF MASSACHUSETTS | AMHERST | MA | 01003 | HEALTH SERVICES | $924,864 |
| BRUNERCOTT ASSOCIATES INC | |||||
| 130 PROSPECT STREET | CAMBRIDGE | MA | 02139 | ARCHITECTURE | $370,821 |
| ROYALL COMPANY | |||||
| 1920 E PARHAM ROAD | RICHMOND | VA | 23228 | ADMISSIONS CONSULT. | $211,024 |
| KEELING ASSOCIATES LLC | |||||
| 55 HARRY KEMP WAY | PROVINCETOWN | MA | 02657 | STRAT.PLAN.CONS. | $194,547 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 33 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $690,386 | GovernmentGrantsAmt |
| All Other Contributions | $9,499,351 | AllOtherContributionsAmt |
| Noncash Contributions | $754,141 | NoncashContributionsAmt |
| Total Contributions | $10,189,737 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 900099 | $63,869,210 | $63,869,210 |
| ROOM | 721000 | $8,590,799 | $8,590,799 |
| BOARD | 722320 | $2,747,513 | $2,747,513 |
| SPONSORED RESEARCH | 900099 | $350,709 | $350,709 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $75,558,231 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $611,601 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$23,216 | UnrelatedBusinessRevenueAmt |
| Exclusion | $634,817 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,750,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $151,476 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,598,524 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,598,524 | TotalRevenueColumnAmt |
| Exclusion | $1,598,524 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| AUXILIARY ENTERPRISES | 721000 | $1,225,268 | $120,633 | $1,104,635 |
| HAMPSHIRE COLLEGE CHILD CARE CTR. | 624410 | $428,811 | $239,310 | $189,501 |
| OTHER INCOME | 900099 | $342,205 | $342,205 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,996,284 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,954,377 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $76,260,379 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,270,920 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,233,341 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,862,262 | TotalAmt |
| Program Services | $26,862,262 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $670,981 | TotalAmt |
| Program Services | $670,981 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $778,972 | TotalAmt |
| Program Services | $46,491 | ProgramServicesAmt |
| Management And General | $525,118 | ManagementAndGeneralAmt |
| Fundraising | $207,363 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,682,858 | TotalAmt |
| Program Services | $20,245,056 | ProgramServicesAmt |
| Management And General | $5,700,188 | ManagementAndGeneralAmt |
| Fundraising | $1,737,614 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,078,016 | TotalAmt |
| Program Services | $1,519,697 | ProgramServicesAmt |
| Management And General | $427,885 | ManagementAndGeneralAmt |
| Fundraising | $130,434 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,224,889 | TotalAmt |
| Program Services | $2,358,429 | ProgramServicesAmt |
| Management And General | $664,038 | ManagementAndGeneralAmt |
| Fundraising | $202,422 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,830,578 | TotalAmt |
| Program Services | $1,338,740 | ProgramServicesAmt |
| Management And General | $376,935 | ManagementAndGeneralAmt |
| Fundraising | $114,903 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,229 | TotalAmt |
| Management And General | $82,229 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,500 | TotalAmt |
| Management And General | $118,500 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,098 | TotalAmt |
| Management And General | $136,098 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,144,646 | TotalAmt |
| Management And General | $3,144,646 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,898 | TotalAmt |
| Management And General | $42,898 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,044,584 | TotalAmt |
| Program Services | $695,159 | ProgramServicesAmt |
| Management And General | $203,162 | ManagementAndGeneralAmt |
| Fundraising | $146,263 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $729,899 | TotalAmt |
| Management And General | $729,899 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,539,391 | TotalAmt |
| Program Services | $1,323,876 | ProgramServicesAmt |
| Management And General | $215,515 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,196,864 | TotalAmt |
| Program Services | $975,936 | ProgramServicesAmt |
| Management And General | $113,693 | ManagementAndGeneralAmt |
| Fundraising | $107,235 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,865 | TotalAmt |
| Program Services | $59,707 | ProgramServicesAmt |
| Management And General | $25,886 | ManagementAndGeneralAmt |
| Fundraising | $5,272 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $482,415 | TotalAmt |
| Program Services | $414,877 | ProgramServicesAmt |
| Management And General | $67,538 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,259,996 | TotalAmt |
| Program Services | $1,943,597 | ProgramServicesAmt |
| Management And General | $293,799 | ManagementAndGeneralAmt |
| Fundraising | $22,600 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,768 | TotalAmt |
| Management And General | $472,768 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $936,205 | TotalAmt |
| Program Services | $421,292 | ProgramServicesAmt |
| Management And General | $421,292 | ManagementAndGeneralAmt |
| Fundraising | $93,621 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,676,005 | TotalAmt |
| Program Services | $64,154,071 | ProgramServicesAmt |
| Management And General | $16,754,207 | ManagementAndGeneralAmt |
| Fundraising | $2,767,727 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,994,033 | BOYAmt |
| EOY | $6,276,818 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $559,169 | BOYAmt |
| EOY | $350,001 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,159,736 | BOYAmt |
| EOY | $7,662,650 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,324 | BOYAmt |
| EOY | $214,487 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $335,691 | BOYAmt |
| EOY | $301,517 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,128 | BOYAmt |
| EOY | $215,311 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $107,046,825 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $66,309,949 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,538,291 | BOYAmt |
| EOY | $40,736,876 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,700,529 | BOYAmt |
| EOY | $10,441,971 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,447,950 | BOYAmt |
| EOY | $31,663,231 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,673,637 | BOYAmt |
| EOY | $2,502,795 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,902,488 | BOYAmt |
| EOY | $100,365,657 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,281,698 | BOYAmt |
| EOY | $2,548,437 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,653,646 | BOYAmt |
| EOY | $1,584,322 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,585,872 | BOYAmt |
| EOY | $13,928,420 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,818,468 | BOYAmt |
| EOY | $8,768,335 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,158,081 | BOYAmt |
| EOY | $3,172,669 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,497,765 | BOYAmt |
| EOY | $30,002,183 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,327,755 | BOYAmt |
| EOY | $25,989,927 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,074,303 | BOYAmt |
| EOY | $19,122,771 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,002,665 | BOYAmt |
| EOY | $25,250,776 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,404,723 | BOYAmt |
| EOY | $70,363,474 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,902,488 | BOYAmt |
| EOY | $100,365,657 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,278,372 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,680,379 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | 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 | $5,768,622 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,774,988 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,814,028 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,042,167 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,189,737 | CurrentTaxYearAmt |
| Total | $38,589,542 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,768,622 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,774,988 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,814,028 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,042,167 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,189,737 | CurrentTaxYearAmt |
| Total | $38,589,542 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,628,091 | SubstantialContributorsTotAmt |
| Public Support Total170 | $35,961,451 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $600,084 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $545,134 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $653,858 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $436,406 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $634,817 | CurrentTaxYearAmt |
| Total | $2,870,299 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,653 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $1,653 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $704,436 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $483,889 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $718,964 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $764,203 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $702,148 | CurrentTaxYearAmt |
| Total | $3,373,640 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $44,835,134 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $355,134,933 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.80208 | PublicSupportCY170Pct |
| Public Support PY170 | 0.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | REASON FOR PUBLIC CHARITY STATUS - PARTS I AND II: | FormAndLineReferenceDesc |
| Explanation | HAMPSHIRE 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
| 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) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (true) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $381 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $381 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | LOBBYING ACTIVITY - PART II-B, LINE 1F: | FormAndLineReferenceDesc |
| Explanation | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $479,221 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,039,931 | BeginningYearBalanceAmt |
| Contributions | $912,813 | ContributionsAmt |
| Investment Earnings Or Losses | $8,090,337 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $769,192 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,563,219 | OtherExpendituresAmt |
| Administrative Expenses | $143,621 | AdministrativeExpensesAmt |
| End Year Balance | $37,567,049 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,445,180 | BeginningYearBalanceAmt |
| Contributions | $1,218,148 | ContributionsAmt |
| Investment Earnings Or Losses | $4,464,645 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,093,810 | GrantsOrScholarshipsAmt |
| Other Expenditures | $869,894 | OtherExpendituresAmt |
| Administrative Expenses | $124,338 | AdministrativeExpensesAmt |
| End Year Balance | $31,039,931 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,917,069 | BeginningYearBalanceAmt |
| Contributions | $1,046,497 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,055,269 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $944,603 | GrantsOrScholarshipsAmt |
| Other Expenditures | $416,620 | OtherExpendituresAmt |
| Administrative Expenses | $101,894 | AdministrativeExpensesAmt |
| End Year Balance | $27,445,180 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,044,173 | BeginningYearBalanceAmt |
| Contributions | $559,285 | ContributionsAmt |
| Investment Earnings Or Losses | $5,799,597 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $442,869 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,926,701 | OtherExpendituresAmt |
| Administrative Expenses | $116,416 | AdministrativeExpensesAmt |
| End Year Balance | $28,917,069 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,486,335 | BeginningYearBalanceAmt |
| Contributions | $553,962 | ContributionsAmt |
| Investment Earnings Or Losses | $3,584,503 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $332,677 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,026,665 | OtherExpendituresAmt |
| Administrative Expenses | $221,285 | AdministrativeExpensesAmt |
| End Year Balance | $25,044,173 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.32392 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.57405 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10203 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,877,606 | OtherCostOrOtherBasisAmt |
| Book Value | $3,877,606 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $69,470,271 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,306,200 | DepreciationAmt |
| Book Value | $33,164,071 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,050,349 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,780,237 | DepreciationAmt |
| Book Value | $1,270,112 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,648,599 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,223,512 | DepreciationAmt |
| Book Value | $2,425,087 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $40,736,876 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FINANCIAL DERIVATIVES | $9,596,052 | F |
| CLOSELY-HELD EQUITY INTERESTS | $9,357,096 | F |
| NON-US EQUITY | $12,710,083 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $31,663,231 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTINGENT ASSET RETIREMENT OBLIG. | Desc |
| Amt | $3,172,669 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,172,669 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $68,101,512 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,680,379 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $5,680,379 | RevenueNotReportedAmt |
| Revenue Subtotal | $62,421,133 | RevenueSubtotalAmt |
| Other Revenues Not Included | $27,533,244 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $27,533,244 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $89,954,377 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $56,142,761 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $56,142,761 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $27,533,244 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $27,533,244 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $83,676,005 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (39 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Central America and the Caribbean | Program Services | RESEARCH | $1,358 |
| Central America and the Caribbean | Program Services | SHORT TERM STUDY | $2,991 |
| Central America and the Caribbean | Program Services | SITE VISIT | $3,542 |
| Central America and the Caribbean | Program Services | STUDENT RECRUITING | $78 |
| Central America and the Caribbean | Program Services | TRAVEL & EXPENSES | $25 |
| East Asia and the Pacific | Program Services | CONFERENCE | $3,936 |
| East Asia and the Pacific | Program Services | PROGRAM STUDIES | $11,840 |
| East Asia and the Pacific | Program Services | RESEARCH | $3,745 |
| East Asia and the Pacific | Program Services | SITE VISIT | $7,841 |
| East Asia and the Pacific | Program Services | STUDENT RECRUITING | $18,744 |
| East Asia and the Pacific | Program Services | TRAVEL & EXPENSES | $1,113 |
| Europe (Including Iceland and Greenland) | Program Services | CONFERENCE | $27,413 |
| Europe (Including Iceland and Greenland) | Program Services | EMPLOYMENT RECRUITING | $1,651 |
| Europe (Including Iceland and Greenland) | Program Services | EXCHANGE PROGRAM | $500 |
| Europe (Including Iceland and Greenland) | Program Services | PROGRAM STUDIES | $14,640 |
| Europe (Including Iceland and Greenland) | Program Services | RESEARCH | $24,575 |
| Europe (Including Iceland and Greenland) | Program Services | SHORT TERM STUDY | $4,869 |
| Europe (Including Iceland and Greenland) | Program Services | SITE VISIT | $9,495 |
| Europe (Including Iceland and Greenland) | Program Services | SPONSORED RESEARCH | $4,524 |
| Europe (Including Iceland and Greenland) | Program Services | STUDENT RECRUITING | $82 |
| Europe (Including Iceland and Greenland) | Program Services | TRAVEL & EXPENSES | $496 |
| Middle East and North Africa | Program Services | RESEARCH | $5,006 |
| North America | Program Services | CONFERENCE | $179 |
| North America | Program Services | PROGRAM STUDIES | $400 |
| North America | Program Services | RESEARCH | $2,564 |
| North America | Program Services | SHORT TERM STUDY | $400 |
| North America | Program Services | SITE VISIT | $4,471 |
| North America | Program Services | STUDENT RECRUITING | $1,244 |
| North America | Program Services | TRAVEL & EXPENSES | $1,548 |
| South America | Program Services | PROGRAM STUDIES | $4,350 |
| South America | Program Services | RESEARCH | $4,737 |
| South America | Program Services | SITE VISIT | $805 |
| South America | Program Services | SPONSORED RESEARCH | $1,957 |
| South America | Program Services | STUDENT RECRUITING | $13,811 |
| South Asia | Program Services | PROGRAM STUDIES | $1,580 |
| South Asia | Program Services | RESEARCH | $4,796 |
| South Asia | Program Services | SHORT TERM STUDY | $1,388 |
| Sub-Saharan Africa | Program Services | RESEARCH | $787 |
| Sub-Saharan Africa | Program Services | TRAVEL & EXPENSES | $398 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $128,861 | SubtotalSpentAmt |
| Continuation Spent | $65,018 | ContinuationSpentAmt |
| Total Spent | $193,879 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| TUITION&LIVING EXPENSES | Central America and the Caribbean | 13 | $134,586 | CRED.TO ACCT | FMV |
| TUITION&LIVING EXPENSES | East Asia and the Pacific | 7 | $81,844 | CRED.TO ACCT | FMV |
| TUITION&LIVING EXPENSES | Europe (Including Iceland and Greenland) | 29 | $279,731 | CRED.TO ACCT | FMV |
| TUITION&LIVING EXPENSES | North America | 7 | $94,051 | CRED.TO ACCT | FMV |
| TUITION&LIVING EXPENSES | South America | 3 | $15,000 | CRED.TO ACCT | FMV |
| TUITION&LIVING EXPENSES | South Asia | 5 | $33,157 | CRED.TO ACCT | FMV |
| TUITION&LIVING EXPENSES | Sub-Saharan Africa | 4 | $23,180 | CRED.TO ACCT | FMV |
| TUITION&LIVING EXPENSES | Middle East and North Africa | 2 | $9,432 | CRED.TO ACCT | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | MONITORING THE USE OF GRANT FUNDS - PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (23 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| HAMPSHIRE COLLEGE GRANTS | 871 | $15,232,342 | CASH VALUE |
| DIV.III GRANTS | 14 | $3,850 | CASH VALUE |
| YELLOW RIBBON GRANT | 2 | $3,946 | CASH VALUE |
| FOREIGN STUDENT GRANT | 58 | $1,508,438 | CASH VALUE |
| CITIZENS SCHOLARSHIP AWARDS | 8 | $5,250 | CASH VALUE |
| NATIONAL SERVICE AWARDS | 11 | $9,663 | CASH VALUE |
| MUSIC GRANTS | 2 | $1,300 | CASH VALUE |
| UPLAN | 1 | -$47 | CASH VALUE |
| HAMPSHIRE FACULTY SCHOLARSHIPS | 201 | $1,107,250 | CASH VALUE |
| JOHNSON SCHOLARSHIP | 29 | $328,750 | CASH VALUE |
| SCHOMBERG SCHOLARSHIP | 2 | $11,250 | CASH VALUE |
| HC MERIT SCHOLARSHIP | 8 | $16,000 | CASH VALUE |
| NON SATIS SCIRE | 329 | $2,913,535 | CASH VALUE |
| HC SCIENCE SCHOLARSHIP | 4 | $17,500 | CASH VALUE |
| SHORT TERM TRIP GRANTS | 20 | $36,000 | CASH VALUE |
| SEOG | 95 | $360,000 | CASH VALUE |
| GILBERT STATE AWARDS | 69 | $137,344 | CASH VALUE |
| COLLEGE WORK STUDY | 492 | $189,786 | CASH VALUE |
| ENDOWED SCHOLARSHIPS | 18 | $216,841 | CASH VALUE |
| BELL RINGER SCHOLARSHIP | 130 | $1,811,250 | CASH VALUE |
| PRESIDENTIAL SCHOLARSHIP | 175 | $1,856,000 | CASH VALUE |
| DEAN'S $7500 SCHOLARSHIP | 123 | $847,015 | CASH VALUE |
| COMMUNITY SCHOLARSHIP | 52 | $249,000 | CASH VALUE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | MONITORING THE USE OF GRANT FUNDS - PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | BENEFITS PROVIDED TO CERTAIN INDIVIDUALS - PART I, LINE 1A: | FormAndLineReferenceDesc |
| Explanation | AS A CONDITION OF EMPLOYMENT, THE PRESIDENT OF THE COLLEGE IS PROVIDED WITH HOUSING OWNED BY THE COLLEGE. ALL COSTS TO MAINTAIN THE HOME, INCLUDING A HOUSEKEEPER, WERE PAID FOR BY THE COLLEGE. THE COLLEGE PROVIDES THE PERSONAL SERVICES TO THE PRESIDENT AT NO ADDITIONAL COST, AND NONE OF THE BENEFITS WERE TREATED AS TAXABLE INCOME FOR THE PRESIDENT. | ExplanationTxt |
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 | MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| Bond Issued | 2012-12-17 | BondIssuedDt |
| Issue Price | $14,225,000 | IssuePriceAmt |
| Purpose | CONSTRUCTION/RENOVATION REFINANCE | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $0 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $14,225,000 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $201,383 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $14,023,617 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2012 | SubstantialCompletionYr |
| Current Refunding | Yes (true) | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00870 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00870 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | Yes (true) | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | false | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (true) | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | false | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $21,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV-APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 25 | ContributionCnt |
| Noncash Contributions Rpt F990 | $711,078 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MUSIC EQUIPMENT - SYNTHESIZER | 1 | $7,500 | FMV |
| Yes (X) | INTEREST IN NOTE RECEIVABLE | 1 | $14,063 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (4) | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 893 WEST STREET | AddressLine1 |
| City | AMHERST | City |
| State | MA | State |
| ZIP Code | 01002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHARITABLE TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | TRUST | EntityTypeTxt |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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