2015-05-13T08:02:27-05:00 2014-06-30 MALONEY NOVOTNY LLC 1111 SUPERIOR AVENUE SUITE 700 CLEVELAND OH 44114 990 2013-07-01 046130872 HAMPSHIRE COLLEGE TRUSTEES % SANDRA CHESSEY HAMP 4135494600 893 WEST STREET Suite AMHERST MA 01002 SANDRA CHESSEY INTERIM VP FOR FINANCE&ADMIN. 4135494600 2015-05-12 true CHRISTOPHER B ANDERSON P00226559 4135494600 2013 2016-03-07 17:11:31Z SANDRA CHESSEY 893 WEST STREET AMHERST MA 01002 90105853 false X WWW.HAMPSHIRE.EDU X 1965 MA 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 21 18 1550 1247 1270920 -19628 7042167 10189737 71982405 75558231 2692183 2210125 2017542 1996284 83734297 89954377 27893166 27533243 0 0 34312984 35595313 0 0 2767727 18678498 20547449 80884648 83676005 2849649 6278372 87902488 100365657 29497765 30002183 58404723 70363474 X 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. false false 52176342 27533243 63869210 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. 8899387 12040460 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. 3078342 350709 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). 64154071 true true false true false false false true false true true true false false true true true false true false true false true false false false false false true true true false false false false false false false false false false true true false false false true false false false true 234 0 true 1550 true true true false false false false false false false false false X 21 18 false false false false false true false true true false false true true true true true true true true false AZ AR CO DC KY ME MD MA MI NH NJ NY OH OK OR SC WA WI X SANDRA CHESSEY 4135494600 893 WEST STREET AMHERST MA 01002 Dina Amouzigh Student Trustee 1.0 X 0 0 0 Matthew Arnold Trustee 3.0 X 0 0 0 Manish Bapna Trustee 3.0 X 0 0 0 Shelley Carey Vice Chair 5.0 X 0 0 0 Harold Carroll Trustee 3.0 X 0 0 0 David Dinerman Vice Chair 5.0 X 0 0 0 Luis Hernandez Trustee 3.0 X 0 0 0 Gaye Hill Chair 5.0 X 0 0 0 Rebecca Holland Trustee 3.0 X 0 0 0 Stephan Jost Trustee 3.0 X 0 0 0 Timothy Koller Trustee 3.0 X 0 0 0 Richmond Mayo-Smith Trustee 1.0 X 0 0 0 Robert McCarthy Trustee 3.0 X 0 0 0 Lucy McFadden Trustee 3.0 X 0 0 0 William Null Alumni Trustee 3.0 X 0 0 0 Karina Rosenstein Student Alternate 1.0 X 0 0 0 Kenneth Rosenthal Vice Chair 5.0 X 0 0 0 A Kim Saal Alumni Trustee 3.0 X 0 0 0 Jonathan Lash President/ Trustee 35.0 X X 333815 0 101357 Elizabeth Conlisk FAculty Trustee 35.0 X 86138 0 15920 Marjorie Dunehew Staff Trustee 35.0 X 36043 0 6298 Mark Spiro VP for Finance&Admin 35.0 X 240752 0 26076 Eva Rueschmann VP&Dean of Faculty 35.0 X 208525 0 26618 Beth Ward Secretary 35.0 X 115347 0 24201 Gerald Bohdanowicz Dir.of Finance&Accounting 35.0 X 118169 0 11691 Lee Spector Professor 35.0 X 164441 0 19760 Daniel Ballantine Chief Advancement Officer 35.0 X 141419 0 26348 Ann Michelle Ruocco Assoc.VP for Human Rscs. 35.0 X 142537 0 20269 Julie Richardson Dean of Admissions&Fin.Aid 35.0 X 128208 0 17363 Jeffrey Wolfman Director of Development 35.0 X 132425 0 12731 Aaron Berman Former VP&Dean of Faculty 35.0 X 119819 0 20650 Marlene Fried Former Prof/President's Advis. 35.0 X 115020 0 14356 Alan Goodman Former VP&Dean of FAculty 35.0 X 146585 0 28611 Yaniris Fernandez Former Staff Trustee 35.0 X 93132 0 25968 Sura Levine Former Fac.Trustee/Professor 35.0 X 93702 0 10920 Josiah Litant Former Staff Trustee 35.0 X 62970 0 12627 2479047 0 421764 48 true true false MOUNT HOLYOKE COLLEGE 50 COLLEGE STREET SOUTH HADLEY MA 01075 PUBLIC SAFETY SVCS. 1116819 UNIVERSITY HEALTH SERVICES UNIVERSITY OF MASSACHUSETTS AMHERST MA 01003 HEALTH SERVICES 924864 BRUNERCOTT ASSOCIATES INC 130 PROSPECT STREET CAMBRIDGE MA 02139 ARCHITECTURE 370821 ROYALL COMPANY 1920 E PARHAM ROAD RICHMOND VA 23228 ADMISSIONS CONSULT. 211024 KEELING ASSOCIATES LLC 55 HARRY KEMP WAY PROVINCETOWN MA 02657 STRAT.PLAN.CONS. 194547 33 690386 9499351 754141 10189737 TUITION AND FEES 900099 63869210 63869210 ROOM 721000 8590799 8590799 BOARD 722320 2747513 2747513 SPONSORED RESEARCH 900099 350709 350709 75558231 611601 -23216 634817 0 0 0 0 0 1750000 151476 1598524 1598524 1598524 0 0 0 AUXILIARY ENTERPRISES 721000 1225268 120633 1104635 HAMPSHIRE COLLEGE CHILD CARE CTR. 624410 428811 239310 189501 OTHER INCOME 900099 342205 342205 1996284 89954377 76260379 1270920 2233341 0 26862262 26862262 670981 670981 0 778972 46491 525118 207363 0 27682858 20245056 5700188 1737614 2078016 1519697 427885 130434 3224889 2358429 664038 202422 1830578 1338740 376935 114903 0 82229 82229 118500 118500 0 0 136098 136098 3144646 3144646 42898 42898 1044584 695159 203162 146263 729899 729899 0 1539391 1323876 215515 1196864 975936 113693 107235 0 90865 59707 25886 5272 482415 414877 67538 0 2259996 1943597 293799 22600 472768 472768 RESEARCH&SPONSORED PROGRAMS 3078342 3078342 BON APPETIT-FOOD SVCS 2491820 1245910 1245910 2012 SERIES BOND 792491 792491 CONSTRUCTION COSTS 1907438 953719 953719 936205 421292 421292 93621 83676005 64154071 16754207 2767727 3994033 6276818 559169 350001 5159736 7662650 244324 214487 0 0 0 0 335691 301517 0 0 249128 215311 107046825 66309949 39538291 40736876 9700529 10441971 25447950 31663231 0 0 0 0 2673637 2502795 87902488 100365657 1281698 2548437 0 0 1653646 1584322 14585872 13928420 0 0 0 0 8818468 8768335 0 0 3158081 3172669 29497765 30002183 X 22327755 25989927 12074303 19122771 24002665 25250776 58404723 70363474 87902488 100365657 6278372 5680379 X false true X true true true X 5768622 4774988 10814028 7042167 10189737 38589542 0 0 5768622 4774988 10814028 7042167 10189737 38589542 2628091 35961451 600084 545134 653858 436406 634817 2870299 0 0 0 1653 0 1653 704436 483889 718964 764203 702148 3373640 44835134 355134933 0.80208 0.00000 X REASON FOR PUBLIC CHARITY STATUS - PARTS I AND II: 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 381 false false false 381 false LOBBYING ACTIVITY - PART II-B, LINE 1F: 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. 0 479221 X X X false 31039931 912813 8090337 769192 1563219 143621 37567049 27445180 1218148 4464645 1093810 869894 124338 31039931 28917069 1046497 -1055269 944603 416620 101894 27445180 25044173 559285 5799597 442869 1926701 116416 28917069 23486335 553962 3584503 332677 2026665 221285 25044173 0.32392 0.57405 0.10203 true false 3877606 3877606 69470271 36306200 33164071 22050349 20780237 1270112 11648599 9223512 2425087 40736876 FINANCIAL DERIVATIVES 9596052 F CLOSELY-HELD EQUITY INTERESTS 9357096 F NON-US EQUITY 12710083 F 31663231 0 CONTINGENT ASSET RETIREMENT OBLIG. 3172669 3172669 X 68101512 5680379 5680379 62421133 27533244 27533244 89954377 56142761 56142761 27533244 27533244 83676005 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 true true true true true true true false false false false false false false false true false true 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. true Central America and the Caribbean Program Services RESEARCH 1358 Central America and the Caribbean Program Services SHORT TERM STUDY 2991 Central America and the Caribbean Program Services SITE VISIT 3542 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 3936 East Asia and the Pacific Program Services PROGRAM STUDIES 11840 East Asia and the Pacific Program Services RESEARCH 3745 East Asia and the Pacific Program Services SITE VISIT 7841 East Asia and the Pacific Program Services STUDENT RECRUITING 18744 East Asia and the Pacific Program Services TRAVEL & EXPENSES 1113 Europe (Including Iceland and Greenland) Program Services CONFERENCE 27413 Europe (Including Iceland and Greenland) Program Services EMPLOYMENT RECRUITING 1651 Europe (Including Iceland and Greenland) Program Services EXCHANGE PROGRAM 500 Europe (Including Iceland and Greenland) Program Services PROGRAM STUDIES 14640 Europe (Including Iceland and Greenland) Program Services RESEARCH 24575 Europe (Including Iceland and Greenland) Program Services SHORT TERM STUDY 4869 Europe (Including Iceland and Greenland) Program Services SITE VISIT 9495 Europe (Including Iceland and Greenland) Program Services SPONSORED RESEARCH 4524 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 5006 North America Program Services CONFERENCE 179 North America Program Services PROGRAM STUDIES 400 North America Program Services RESEARCH 2564 North America Program Services SHORT TERM STUDY 400 North America Program Services SITE VISIT 4471 North America Program Services STUDENT RECRUITING 1244 North America Program Services TRAVEL & EXPENSES 1548 South America Program Services PROGRAM STUDIES 4350 South America Program Services RESEARCH 4737 South America Program Services SITE VISIT 805 South America Program Services SPONSORED RESEARCH 1957 South America Program Services STUDENT RECRUITING 13811 South Asia Program Services PROGRAM STUDIES 1580 South Asia Program Services RESEARCH 4796 South Asia Program Services SHORT TERM STUDY 1388 Sub-Saharan Africa Program Services RESEARCH 787 Sub-Saharan Africa Program Services TRAVEL & EXPENSES 398 128861 65018 193879 TUITION&LIVING EXPENSES Central America and the Caribbean 13 134586 CRED.TO ACCT FMV TUITION&LIVING EXPENSES East Asia and the Pacific 7 81844 CRED.TO ACCT FMV TUITION&LIVING EXPENSES Europe (Including Iceland and Greenland) 29 279731 CRED.TO ACCT FMV TUITION&LIVING EXPENSES North America 7 94051 CRED.TO ACCT FMV TUITION&LIVING EXPENSES South America 3 15000 CRED.TO ACCT FMV TUITION&LIVING EXPENSES South Asia 5 33157 CRED.TO ACCT FMV TUITION&LIVING EXPENSES Sub-Saharan Africa 4 23180 CRED.TO ACCT FMV TUITION&LIVING EXPENSES Middle East and North Africa 2 9432 CRED.TO ACCT FMV false false false false false true MONITORING THE USE OF GRANT FUNDS - PART I, LINE 2: 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. true HAMPSHIRE COLLEGE GRANTS 871 15232342 CASH VALUE DIV.III GRANTS 14 3850 CASH VALUE YELLOW RIBBON GRANT 2 3946 CASH VALUE FOREIGN STUDENT GRANT 58 1508438 CASH VALUE CITIZENS SCHOLARSHIP AWARDS 8 5250 CASH VALUE NATIONAL SERVICE AWARDS 11 9663 CASH VALUE MUSIC GRANTS 2 1300 CASH VALUE UPLAN 1 -47 CASH VALUE HAMPSHIRE FACULTY SCHOLARSHIPS 201 1107250 CASH VALUE JOHNSON SCHOLARSHIP 29 328750 CASH VALUE SCHOMBERG SCHOLARSHIP 2 11250 CASH VALUE HC MERIT SCHOLARSHIP 8 16000 CASH VALUE NON SATIS SCIRE 329 2913535 CASH VALUE HC SCIENCE SCHOLARSHIP 4 17500 CASH VALUE SHORT TERM TRIP GRANTS 20 36000 CASH VALUE SEOG 95 360000 CASH VALUE GILBERT STATE AWARDS 69 137344 CASH VALUE COLLEGE WORK STUDY 492 189786 CASH VALUE ENDOWED SCHOLARSHIPS 18 216841 CASH VALUE BELL RINGER SCHOLARSHIP 130 1811250 CASH VALUE PRESIDENTIAL SCHOLARSHIP 175 1856000 CASH VALUE DEAN'S $7500 SCHOLARSHIP 123 847015 CASH VALUE COMMUNITY SCHOLARSHIP 52 249000 CASH VALUE MONITORING THE USE OF GRANT FUNDS - PART I, LINE 2: 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. X X true true X X X X false false false false false false false false false Jonathan Lash President/ Trustee 309291 0 0 0 24524 0 29026 0 72331 0 435172 0 0 0 Mark Spiro VP for Finance&Admin 211559 0 0 0 29193 0 21250 0 4826 0 266828 0 0 0 Eva Rueschmann VP&Dean of Faculty 208249 0 0 0 276 0 20524 0 6094 0 235143 0 0 0 Lee Spector Professor 141165 0 0 0 23276 0 11868 0 7892 0 184201 0 0 0 Daniel Ballantine Chief Advancement Officer 140339 0 0 0 1080 0 14640 0 11708 0 167767 0 0 0 Ann Michelle Ruocco Assoc.VP for Human Rscs. 118301 0 0 0 24236 0 14174 0 6095 0 162806 0 0 0 Aaron Berman Former VP&Dean of Faculty 105603 0 0 0 14216 0 12171 0 8479 0 140469 0 0 0 Marlene Fried Former Prof/President's Advis. 91496 0 0 0 23524 0 10761 0 3595 0 129376 0 0 0 Alan Goodman Former VP&Dean of FAculty 122793 0 0 0 23792 0 15236 0 13375 0 175196 0 0 0 Yaniris Fernandez Former Staff Trustee 81492 0 0 0 11640 0 10260 0 15708 0 119100 0 0 0 Sura Levine Former Fac.Trustee/Professor 90918 0 0 0 2784 0 8924 0 1996 0 104622 0 0 0 Josiah Litant Former Staff Trustee 61358 0 0 0 1612 0 5919 0 6708 0 75597 0 0 0 BENEFITS PROVIDED TO CERTAIN INDIVIDUALS - PART I, LINE 1A: AS A CONDITION OF EMPLOYMENT, THE PRESIDENT OF THE COLLEGE IS PROVIDED WITH HOUSING OWNED BY THE COLLEGE. ALL COSTS TO MAINTAIN THE HOME, INCLUDING A HOUSEKEEPER, WERE PAID FOR BY THE COLLEGE. THE COLLEGE PROVIDES THE PERSONAL SERVICES TO THE PRESIDENT AT NO ADDITIONAL COST, AND NONE OF THE BENEFITS WERE TREATED AS TAXABLE INCOME FOR THE PRESIDENT. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2012-12-17 14225000 CONSTRUCTION/RENOVATION REFINANCE false false false A 0 0 14225000 0 0 0 201383 0 0 14023617 0 0 2012 true false true true A false false false false 0.00000 0.00870 0.00870 true false false false A false true false false false false 0 false 0 false true A false X 1 21500 FMV-APPRAISAL X 25 711078 FMV X MUSIC EQUIPMENT - SYNTHESIZER 1 7500 FMV X INTEREST IN NOTE RECEIVABLE 1 14063 FMV 0 false true true 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. 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. CHARITABLE REMAINDER TRUSTS (4) 893 WEST STREET AMHERST MA 01002 CHARITABLE TRUST MA NA TRUST false false false false false false false false false false false false false false false false false false false false