BOWDOIN COLLEGE: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
BOWDOIN COLLEGE (EIN 01-0215213)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-05-12
IRS object ID
201411329349302916
Schema version
2012v2.3
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-05-12T13:55:02-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line160 SOUTH STREETAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02111ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN010215213EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BOWDOIN COLLEGEBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% MATTHEW P ORLANDOInCareOfName
Name ControlBOWDNameControl
Phone2077253804Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line15400 COLLEGE STATIONAddressLine1
Address Line2SuiteAddressLine2
CityBRUNSWICKCity
StateMEState
ZIP Code040118445ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMATTHEW ORLANDOName
TitleCONTROLLERTitle
Phone2077253804Phone
Date Signed2014-05-12DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone6179881000Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonBARRY MILLSNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line15400 COLLEGE STATIONAddressLine1
CityBRUNSWICKCity
StateMEState
ZIP Code040118445ZIPCode
FieldValueIRS element (for citing)
Gross Receipts577125000GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.BOWDOIN.EDUWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1794YearFormation
State Legal DomicileMEStateLegalDomicile
Activity Or Mission DescriptionFOUR-YEAR PRIVATE UNDERGRADUATE LIBERAL ARTS COLLEGE SEE SCHEDULE OActivityOrMissionDescription
Nbr Voting Members Governing Body45NbrVotingMembersGoverningBody
Nbr Independent Voting Members42NbrIndependentVotingMembers
Total Nbr Employees2957TotalNbrEmployees
Total Nbr Volunteers1769TotalNbrVolunteers
Total Gross UBI-3068000TotalGrossUBI
Net Unrelated Business Txbl Income-4083423NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year27455000ContributionsGrantsPriorYear
Contributions Grants Current Year44596000ContributionsGrantsCurrentYear
Program Service Revenue Prior Year103186000ProgramServiceRevenuePriorYear
Program Service Revenue CY107084000ProgramServiceRevenueCY
Investment Income Prior Year41362000InvestmentIncomePriorYear
Investment Income Current Year79823000InvestmentIncomeCurrentYear
Other Revenue Prior Year5000OtherRevenuePriorYear
Other Revenue Current Year12000OtherRevenueCurrentYear
Total Revenue Prior Year172008000TotalRevenuePriorYear
Total Revenue Current Year231515000TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year29651000GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY31366000GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year81385000SalariesEtcPriorYear
Salaries Etc Current Year83787000SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year66000TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY40000TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year6379000TotalFundrsngExpCurrentYear
Other Expense Prior Year50926000OtherExpensePriorYear
Other Expenses Current Year57981000OtherExpensesCurrentYear
Total Expenses Prior Year162028000TotalExpensesPriorYear
Total Expenses Current Year173174000TotalExpensesCurrentYear
Revenues Less Expenses Prior Year9980000RevenuesLessExpensesPriorYear
Revenues Less Expenses CY58341000RevenuesLessExpensesCY
Total Assets BOY1291942000TotalAssetsBOY
Total Assets EOY1559469000TotalAssetsEOY
Total Liabilities BOY213357000TotalLiabilitiesBOY
Total Liabilities EOY341176000TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1078585000NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1218293000NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission Description*SEE SCHEDULE O*MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense151286000Expense
Grants31366000Grants
Revenue107084000Revenue
DescriptionTHE ON-CAMPUS STUDENT BODY NUMBERS APPROXIMATELY 1,834. AN ESTIMATED 122 STUDENTS STUDY AWAY ANNUALLY; 93% COMPLETE THE DEGREE WITHIN FIVE YEARS; THE STUDENT/FACULTY RATIO IS 9:1; 98% OF FACULTY HAS A PH.D. OR EQUIVALENT. AS OF JUNE 2013, 37,914 STUDENTS HAVE MATRICULATED AT BOWDOIN COLLEGE, AND 29,711 DEGREES IN ACADEMIC PROGRAMS HAVE BEEN AWARDED.Description
Total Program Service Expense151286000TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArttrueCollectionsOfArt
Credit CounselingtrueCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchooltrueSchool
Foreign OfficetrueForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualstrueMoreThan5000KToIndividuals
Professional FundraisingtrueProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccounttrueEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersontrueGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MembertrueBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArttrueDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntitytrueDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With1096465NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees2957NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members45NbrVotingGoverningBodyMembers
Number Independent Voting Members42NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodyfalseForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledMEStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonMATTHEW P ORLANDONamePerson
Telephone Number2077253804TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line15400 COLLEGE STATIONAddressLine1
CityBRUNSWICKCity
StateMEState
ZIP Code040118445ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (58 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
STEPHEN F GORMLEY
CHAIR4.0XX000
DAVID P WHEELER
VICE CHAIR4.0XX000
STEWART BAINUM JR
TRUSTEE4.0X000
DEBORAH JENSEN BARKER
TRUSTEE4.0X000
ARTHUR E BLACK
TRUSTEE4.0X000
GREGORY B BOWES
TRUSTEE4.0X000
RONALD C BRADY
TRUSTEE4.0X000
DAVID G BROWN
TRUSTEE4.0X000
WILLIAM E CHAPMAN II
TRUSTEE4.0X000
LEONARD W COTTON
TRUSTEE4.0X000
MICHELE G CYR
TRUSTEE4.0X000
JEFF D EMERSON
TRUSTEE4.0X000
JOHN A GIBBONS JR
TRUSTEE4.0X000
DONALD A GOLDSMITH
TRUSTEE4.0X000
BRADFORD A HUNTER
TRUSTEE4.0X000
DENNIS J HUTCHINSON
TRUSTEE4.0X000
TASHA VAN DER LINDE IRVING
TRUSTEE4.0X000
ANN HEMBELTON KENYON
TRUSTEE4.0X000
GREGORY E KERR
TRUSTEE4.0X000
GEORGE A KHALDUN
TRUSTEE4.0X000
JAMES W MACALLEN
TRUSTEE4.0X000
JOHN F MCQUILLAN
TRUSTEE4.0X000
HENRY T A MONIZ
TRUSTEE4.0X000
DAVID A MORALES
TRUSTEE4.0X000
TAMARA A NIKURADSE
TRUSTEE4.0X000
SCOTT B PERPER
TRUSTEE4.0X000
KATHLEEN K PHILLIPS
TRUSTEE4.0X000
JANE L PINCHIN
TRUSTEE4.0X000
MARY HOGAN PREUSSE
TRUSTEE4.0X000
ABIGAIL MARR PSYHOGEOS
TRUSTEE4.0X000
LINDA HORVITZ ROTH
TRUSTEE4.0X000
DAVID J ROUX
TRUSTEE4.0X000
GEOFFREY CLAFLIN RUSACK
TRUSTEE4.0X000
H ALLEN RYAN
TRUSTEE4.0X000
JOAN BENOIT SAMUELSON
TRUSTEE4.0X000
D ELLEN SHUMAN
TRUSTEE4.0X000
PETER M SMALL
TRUSTEE4.0X000
JAMES E STALEY
TRUSTEE4.0X000
SHELDON M STONE
TRUSTEE4.0X000
JOHN J STUDZINSKI
TRUSTEE4.0X000
JOHN K THORNDIKE
TRUSTEE4.0X000
KAREN N WALKER
TRUSTEE4.0X000
PAULA M WARDYNSKI
TRUSTEE4.0X000
ROBERT F WHITE
TRUSTEE4.0X000
BARRY MILLS
PRESIDENT40.0XX413029088126
SCATHERINE LONGLEY
SVP FINANCE & ADMIN/TREASURER40.0X259396062466
PAULA VOLENT
SVP FOR INVESTMENTS40.01212568054951X
WILLIAM A TORREY III
SECRETARY OF THE COLLEGE40.0342900022409X
KELLY KERNER
SVP FOR DEVELOPMENT & ALUMNI40.0319835021715X
CRISTLE COLLINS JUDD
DEAN FOR ACADEMIC AFFAIRS40.0222550055742X
SCOTT MEIKLEJOHN
DEAN OF ADMISSIONS&STUDENT AID40.0193366036724X
MITCHEL DAVIS
CHIEF INFORMATION OFFICER40.0176035043774X
TIMOTHY FOSTER
DEAN OF STUDENT AFFAIRS40.0171465046186X
JANE DIETZE
DIRECTOR OF PRIVATE EQUITY40.0225448018686X
JEFFREY WARD
ATHLETIC DIRECTOR40.0215720029272X
PATSY DICKINSON
FACULTY40.0205542066550X
ANDREW MAY
SENIOR DIR. OF ENDOWMENT RISK40.0171649017912X
MARK WETHLI
FACULTY40.0167975042880X
FieldValueIRS element (for citing)
Total Reportable Comp From Org4297478TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation607393TotalOtherCompensation
Number Individuals GT100 K106NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
EBSCO
PO BOX 830625BIRMINGHAMAL35283SUBSCRIPTION SERVICE759971
ANTHEM BLUE CROSS BLUE SHIELD
3350 PEACHTREE ROADATLANTAGA30326ADMIN. SERVICE561793
MB MECHANCIAL CONTRACTORS INC
66 COVE STPORTLANDME04101CONSTRUCTION497906
LYRASIS
PO BOX 116179ATLANTAGA30368SUBSCRIPTION SERVICE479642
COUNTRY FARE
PO BOX 66BOWDOINHAMME04008LANDSCAPE SERVICES357417
FieldValueIRS element (for citing)
Number Of Contractors GT100 K39NumberOfContractorsGT100K
Membership Dues29000MembershipDues
Fundraising Events7000FundraisingEvents
Government Grants4366000GovernmentGrants
All Other Contributions40194000AllOtherContributions
Noncash Contributions1519000NoncashContributions
Total Contributions44596000TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
TUITION & FEES6117108121900081219000
ROOM & BOARD6117102032900020329000
AUXILIARY ENTERPRISES61171048150004097000718000
TRUST INCOME611710721000721000
FieldValueIRS element (for citing)
Total Program Service Revenue107084000TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column9571000TotalRevenueColumn
Unrelated Business Revenue-4077000UnrelatedBusinessRevenue
Exclusion$13,648,000ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column10000TotalRevenueColumn
Exclusion$10,000ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real0Real
Personal0Personal

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real0Real
Personal0Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities415278000Securities
Other565000Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities345345000Securities
Other246000Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities69933000Securities
Other319000Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column70252000TotalRevenueColumn
Unrelated Business Revenue291000UnrelatedBusinessRevenue
Exclusion$69,961,000ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events21000GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events7000CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses19000FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column2000TotalRevenueColumn
Exclusion$2,000ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Gaming0GrossIncomeGaming

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Gross Sales Of Inventory0GrossSalesOfInventory

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Total Other Revenue0TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column231515000TotalRevenueColumn
Related Or Exempt Function Income106366000RelatedOrExemptFunctionIncome
Unrelated Business Revenue-3068000UnrelatedBusinessRevenue
Exclusion$83,621,000ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total177000Total
Program Services177000ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total30975000Total
Program Services30975000ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total214000Total
Program Services214000ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total4392000Total
Program Services2063000ProgramServices
Management And General1923000ManagementAndGeneral
Fundraising406000Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total214000Total
Program Services44000ProgramServices
Fundraising170000Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total60086000Total
Program Services51459000ProgramServices
Management And General5358000ManagementAndGeneral
Fundraising3269000Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total5917000Total
Program Services5055000ProgramServices
Management And General515000ManagementAndGeneral
Fundraising347000Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total8749000Total
Program Services7512000ProgramServices
Management And General744000ManagementAndGeneral
Fundraising493000Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total4429000Total
Program Services3700000ProgramServices
Management And General460000ManagementAndGeneral
Fundraising269000Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total351000Total
Management And General351000ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total341000Total
Management And General341000ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total6900Total
Management And General6900ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total40000Total
Fundraising40000Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total425000Total
Management And General425000ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total4594000Total
Program Services3896000ProgramServices
Management And General614000ManagementAndGeneral
Fundraising84000Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total113000Total
Program Services78000ProgramServices
Management And General35000ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total4868000Total
Program Services3977000ProgramServices
Management And General305000ManagementAndGeneral
Fundraising586000Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total2515000Total
Program Services1566000ProgramServices
Management And General947000ManagementAndGeneral
Fundraising2000Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total6608000Total
Program Services5148000ProgramServices
Management And General1460000ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total3297000Total
Program Services2792000ProgramServices
Management And General157000ManagementAndGeneral
Fundraising348000Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total1071000Total
Program Services725000ProgramServices
Management And General38000ManagementAndGeneral
Fundraising308000Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total12188000Total
Program Services11457000ProgramServices
Management And General731000ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total9540000Total
Program Services8968000ProgramServices
Management And General572000ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total748000Total
Program Services643000ProgramServices
Management And General105000ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
PURCHASES FOR RESALE40270004027000
LIBRARY MATERIALS24210002421000
FACILITIES MAINT. & REPAIR25650002411000154000
EQP RENTAL,MAINT. & REPAIR97000082400013100015000

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total1332100Total
Program Services1154000ProgramServices
Management And General136100ManagementAndGeneral
Fundraising42000Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total173174000Total
Program Services151286000ProgramServices
Management And General15509000ManagementAndGeneral
Fundraising6379000Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY24104000BOY
EOY66875000EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY11907000BOY
EOY12441000EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY2610000BOY
EOY2751000EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY2000BOY
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY5649000BOY
EOY4997000EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY1607000BOY
EOY1550000EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY4628000BOY
EOY4241000EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis385895000LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec134149000LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY244622000BOY
EOY251746000EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY56913000BOY
EOY73184000EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY921326000BOY
EOY1121541000EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY18574000BOY
EOY20143000EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1291942000BOY
EOY1559469000EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY14779000BOY
EOY20893000EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY4208000BOY
EOY4208000EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY1315000BOY
EOY1331000EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY137107000BOY
EOY117537000EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY399000BOY
EOY311000EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY18171000BOY
EOY14652000EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY37378000BOY
EOY182244000EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY213357000BOY
EOY341176000EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY162250000BOY
EOY172230000EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY502773000BOY
EOY605872000EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY413562000BOY
EOY440191000EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1078585000BOY
EOY1218293000EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1291942000BOY
EOY1559469000EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses58341000ReconcilationRevenueExpenses
Reconciliation Unrealized Invest75862000ReconciliationUnrealizedInvest
Reconcilation Other Changes5505000ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbying
Total Direct LobbyingTotalDirectLobbying
Total Lobbying ExpendituresTotalLobbyingExpenditures
Other Exempt Purpose ExpendituresOtherExemptPurposeExpenditures
Total Exempt Purpose ExpendituresTotalExemptPurposeExpenditures
Lobbying NontaxableLobbyingNontaxableAmount
Grassroots NontaxableGrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non TxTotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx
VolunteersfalseVolunteers
Paid Staff Or ManagementfalsePaidStaffOrManagement
Media AdvertisementsfalseMediaAdvertisements
Mailings MembersfalseMailingsMembers
Publications Or BroadcastfalsePublicationsOrBroadcast
Grants Other OrganizationsfalseGrantsOtherOrganizations
Direct Contact LegislatorsfalseDirectContactLegislators
Rallies DemonstrationsfalseRalliesDemonstrations
Other ActivitiestrueOtherActivities
Other Activities$6,900OtherActivitiesAmount
Total Lobbying Expenditures IIB6900TotalLobbyingExpendituresIIB

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierLOBBYING ACTIVITIESIdentifier
Return ReferencePART II-B, LINE 1IReturnReference
ExplanationTHE ORGANIZATION PAYS MEMBERSHIP DUES TO MAINE INDEPENDENT COLLEGE ASSOCIATION WHICH MAY ENGAGE IN LOBBYING ACTIVITIES.Explanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Collect Used For Loan Or Exch PrgrmsXCollectUsedForLoanOrExchPrgrms
Solicited Assets For SalefalseSolicitedAssetsForSale
Agent Trustee EtcfalseAgentTrusteeEtc
Included On FStrueIncludedOnFS
Explanation In Part XIIIXExplanationInPartXIII

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance902364000BeginningOfYearBalance
Contributions32465000Contributions
Investment Earnings Or Losses145634000InvestmentEarningsOrLosses
Grants Or Scholarships16808000GrantsOrScholarships
Other Expenditures21283000OtherExpenditures
Administrative Expenses3732000AdministrativeExpenses
End Of Year Balance1038640000EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance904215000BeginningOfYearBalance
Contributions15333000Contributions
Investment Earnings Or Losses23497000InvestmentEarningsOrLosses
Grants Or Scholarships16543000GrantsOrScholarships
Other Expenditures21341000OtherExpenditures
Administrative Expenses2797000AdministrativeExpenses
End Of Year Balance902364000EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance753525000BeginningOfYearBalance
Contributions24697000Contributions
Investment Earnings Or Losses166150000InvestmentEarningsOrLosses
Grants Or Scholarships16436000GrantsOrScholarships
Other Expenditures21595000OtherExpenditures
Administrative Expenses2126000AdministrativeExpenses
End Of Year Balance904215000EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance688384000BeginningOfYearBalance
Contributions30940000Contributions
Investment Earnings Or Losses73857000InvestmentEarningsOrLosses
Grants Or Scholarships16335000GrantsOrScholarships
Other Expenditures21151000OtherExpenditures
Administrative Expenses2170000AdministrativeExpenses
End Of Year Balance753525000EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance831460000BeginningOfYearBalance
Contributions36977000Contributions
Investment Earnings Or Losses-145580000InvestmentEarningsOrLosses
Grants Or Scholarships13494000GrantsOrScholarships
Other Expenditures18866000OtherExpenditures
Administrative Expenses2113000AdministrativeExpenses
End Of Year Balance688384000EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.07600BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.39400PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.53000TermEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis4646000OtherCostOrOtherBasis
Book Value4646000BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis325917000OtherCostOrOtherBasis
Depreciation99276000Depreciation
Book Value226641000BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis415000OtherCostOrOtherBasis
Depreciation290000Depreciation
Book Value125000BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis28986000OtherCostOrOtherBasis
Depreciation25866000Depreciation
Book Value3120000BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis25931000OtherCostOrOtherBasis
Depreciation8717000Depreciation
Book Value17214000BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings251746000TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (4 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
EQUITIES256168000F
FIXED INCOME16071000F
ABSOLUTE RETURN453710000F
ALTERNATIVE INVESTMENTS395592000F
FieldValueIRS element (for citing)
Total Of Book Value Securities1121541000TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescriptionAmountAmount
LIABILITY: POST-RETIREMENT BENEFIT$13,838,000
ASSET RETIREMENT OBLIGATION$1,332,000
LIABILITY FOR PV OF LIFE INCOME$13,679,000
FAIR VALUE OF INTEREST RATE SWAP$5,247,000
TAXABLE BOND LIABILITIES$148,148,000
FieldValueIRS element (for citing)
Total Of Amounts182244000TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt309276000TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments75862000NetUnrealizedGainsInvestments
Other Revenues5505000OtherRevenues
Revenue Not Rptd F99081367000RevenueNotRptdF990
Revenue Subtotal227909000RevenueSubtotal
Investment Expenses Not Included3625000InvestmentExpensesNotIncluded
Other Revenues Not Included-19000OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt3606000RevenueNotRptdOnFinStmt
Total Revenue Per Form990231515000TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt169568000TotExpensesEtcAuditedFinclStmt
Other Expenses Included19000OtherExpensesIncluded
Expenses Not Rptd F99019000ExpensesNotRptdF990
Expenses Subtotal169549000ExpensesSubtotal
Investment Expenses Not Included23625000InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt3625000ExpensesNotRptdOnFinStmt
Total Expenses Per Form990173174000TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (8 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ORGANIZATIONS MAINTAINING COLLECTIONSPART III, LINE 1ATHE COLLEGE DOES NOT CAPITALIZE COLLECTIONS, PRIMARILY ART OBJECTS, AS THEY ARE HELD FOR PUBLIC EXHIBITION AND EDUCATION RATHER THAN FINANCIAL GAIN. PROCEEDS FROM THE SALE OF COLLECTION ITEMS ARE USED TO ACQUIRE OTHER ITEMS FOR COLLECTION.
ORGANIZATION'S COLLECTIONSPART III, LINE 4COLLEGE COLLECTIONS ARE PRIMARILY ART OBJECTS HELD FOR PUBLIC EXHIBITION AND EDUCATION.
CUSTODIAL ACCOUNTSPART IV, LINE 2BTHE COLLEGE SERVES AS THE AGENT INSTITUTION FOR THE INTERCOLLEGIATE SRI LANKA EDUCATION PROGRAM: $294,000; SECURITY DEPOSITS ON RENTAL PROPERTIES: $17,000
ENDOWMENT FUNDSPART V, LINE 4THE COLLEGE'S ENDOWMENT IS INVESTED WITH THE INTENT OF BALANCING THE GOALS OF GENERATING A STEADY, STABLE STREAM OF FUNDS TO SUPPORT THE CURRENT OPERATIONS OF THE COLLEGE WHILE PRESERVING THE PURCHASING POWER OF THE ENDOWMENT TO SUPPORT PROGRAMS AND INITIATIVES OF FUTURE GENERATIONS OF BOWDOIN STUDENTS.
FIN 48 (ASC 740) FOOTNOTEPART X, LINE 2THE COLLEGE IS A NOT-FOR-PROFIT ORGANIZATION AND IS GENERALLY EXEMPT FROM INCOME TAXES AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED. THE COLLEGE ASSESSES UNCERTAIN TAX POSITIONS AND HAS DETERMINED THERE WERE NO SUCH POSITIONS THAT HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS.
OTHER REVENUE INCLUDED IN F/S BUT NOT INCLUDED ON FORM 990PART XI, LINE 2DNET UNREALIZED GAIN ON INTEREST RATE SWAP $2,855,000 POSTRETIREMENT-RELATED CHANGES OTHER THAN NET PERIODIC COST $1,209,000 NET CHANGE IN ANNUITY AND LIFE INCOME FUNDS $1,241,000 LAND CONVEYANCE FROM FORMER NAVAL AIR STATION $ 200,000 ---------- TOTAL $5,505,000
OTHER REVENUE INCLUDED ON FORM 990 NOT IN F/SPART XI, LINE 4BDIRECT EXPENSES FOR FUNDRAISING EVENTS ($19,000)
OTHER EXPENSES INCLUDED IN F/S BUT NOT INCLUDED ON FORM 990PART XII, LINE 2DDIRECT EXPENSES FOR FUNDRAISING EVENTS $19,000

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmttrueNondiscriminatoryPolicyStmt
Policy Statement In Brochures EtctruePolicyStatementInBrochuresEtc
Policy Publ Via Broadcast MediatruePolicyPublViaBroadcastMedia
Maint Racial Composition RecordstrueMaintRacialCompositionRecords
Maint Scholarships RecordstrueMaintScholarshipsRecords
Maint Copies Of Brochures EtctrueMaintCopiesOfBrochuresEtc
Maint Copies Of All SolicitationstrueMaintCopiesOfAllSolicitations
Discriminate Race Students RightsfalseDiscriminateRaceStudentsRights
Discriminate Race Admiss PoliciesfalseDiscriminateRaceAdmissPolicies
Discriminate Race Emplmn FacultyfalseDiscriminateRaceEmplmnFaculty
Discriminate Race ScholarshipsfalseDiscriminateRaceScholarships
Discriminate Race Educ PoliciesfalseDiscriminateRaceEducPolicies
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFclts
Discriminate Race Athletic ProgfalseDiscriminateRaceAthleticProg
Discriminate Race Other ActyfalseDiscriminateRaceOtherActy
Government Financial Aid ReceivedtrueGovernmentFinancialAidReceived
Government Financial Aid RevokedfalseGovernmentFinancialAidRevoked
Compliance With Rev Proc7550trueComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
RACIALLY NONDISCRIMINATORY POLICYPART I, LINE 3THE COLLEGE CATALOGUE CONTAINS A STATEMENT OF BOWDOIN COLLEGE'S NON-DISCRIMINATION POLICY. THE CATALOGUE IS PUBLISHED ON-LINE AT THE COLLEGE'S WEBSITE - WWW.BOWDOIN.EDU/CATALOGUE.
EXPLANATION OF GOVERNMENT FINANCIAL AIDPART I, LINE 6ATHE COLLEGE PARTICIPATES IN VARIOUS STUDENT FINANCIAL AID PROGRAMS FROM THE U.S. DEPARTMENT OF EDUCATION, INCLUDING THE FOLLOWING: PELL GRANTS, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS, PERKINS LOANS AND COLLEGE WORK STUDY PROGRAMS.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedtrueGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (19 entries)

RegionRegionType Of Activities ConductedTypeOfActivitiesConductedTotal ExpendituresTotalExpendituresSpecific Services ProvidedSpecificServicesProvidedNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployees
Central America and the CaribbeanGrantmaking2000
East Asia and the PacificGrantmaking50000
Europe (Including Iceland and Greenland)Grantmaking142000
North AmericaGrantmaking8000
South AsiaGrantmaking8000
Sub-Saharan AfricaGrantmaking4000
Central America and the CaribbeanInvestments583526000
Europe (Including Iceland and Greenland)Investments9323000
Sub-Saharan AfricaInvestments12211000
Europe (Including Iceland and Greenland)Fundraising44000
Central America and the CaribbeanProgram Services2000SEE PART V
East Asia and the PacificProgram Services13000SEE PART V
Europe (Including Iceland and Greenland)Program Services85000SEE PART V
Middle East and North AfricaProgram Services3000SEE PART V
North AmericaProgram Services18000SEE PART V
North AmericaProgram Services32000SCIENTIFIC STATION11
South AmericaProgram Services14000SEE PART V
South AsiaProgram Services5000SEE PART V
Sub-Saharan AfricaProgram Services3000SEE PART V
FieldValueIRS element (for citing)
Subtotal Number Of Offices1SubtotalNumberOfOffices
Subtotal Number Of Employees1SubtotalNumberOfEmployees
Total Number Of Offices1TotalNumberOfOffices
Total Number Of Employees1TotalNumberOfEmployees
Subtotal Amount Spent605485000SubtotalAmountSpent
Cont Amount Spent8000ContAmountSpent
Total Amount Spent605493000TotalAmountSpent

Grants To Ind Outside US GrantsToIndOutsideUS (6 entries)

Type Of AssistanceTypeOfAssistanceRegionRegionNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
FINANCIAL AIDCentral America and the Caribbean12000WIRE TRANSF.
FINANCIAL AIDEast Asia and the Pacific550000WIRE TRANSF.
FINANCIAL AIDEurope (Including Iceland and Greenland)9142000WIRE TRANSF.
FINANCIAL AIDNorth America18000WIRE TRANSF.
FINANCIAL AIDSouth Asia18000WIRE TRANSF.
FINANCIAL AIDSub-Saharan Africa24000WIRE TRANSF.
FieldValueIRS element (for citing)
Transfer To Foreign CorptrueTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorptrueOwnForeignCorp
Passive Foreign Invest CotruePassiveForeignInvestCo
Foreign PartnershiptrueForeignPartnership
Boycott CountriesfalseBoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
MONITOR THE USE OF GRANT FUNDSPART I, LINE 2ELIGIBILITY FOR BOWDOIN GRANT ASSISTANCE IS "NEED BASED," DETERMINED THROUGH ANALYSIS OF INCOME, ASSET AND TAX INFORMATION SUBMITTED ON THE COLLEGE SCHOLARSHIP SERVICE/FINANCIAL AID PROFILE, FEDERAL FASFA AND FEDERAL INCOME TAX RETURNS. EXCEPT FOR NATIONAL MERIT SCHOLARSHIPS, THE COLLEGE DOES NOT OFFER MERIT BASED SCHOLARSHIPS. THE COLLEGE MAINTAINS A FINANCIAL AID OFFICE TO ENSURE THAT AWARDS ARE IN COMPLIANCE WITH ESTABLISHED POLICIES AND PROCEDURES. FUNDS ARE TRACKED SEPARATELY IN THE ORGANIZATION'S BOOKS AND RECORDS.
PROGRAM SERVICE ACTIVITIESPART I, LINE 3PROGRAM SERVICE ACTIVITY IN #11-15, 17 AND #1 - 2 ON CONTINUATION PAGE - FACULTY AND STAFF PROFESSIONAL DEVELOPMENT, RESEARCH, AND RELATED TRAVEL.
BASIS OF ACCOUNTINGPART I, LINE 3, COLUMN FTHE BASIS OF ACCOUNTING ON THE FINANCIAL STATEMENTS IS ACCRUAL.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Special Fundraising EventsXSpecialFundraisingEvents
Agreement Ref FundraisingtrueAgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation

FieldValueIRS element (for citing)
Name Of IndividualKENNETH P HORSBURGH JRNameOfIndividual
ActivitySEE PART IVActivity
Fundraiser Control Of FundsfalseFundraiserControlOfFunds
Amount Retained By Contractor40000AmountRetainedByContractor
Net To Organization-40000NetToOrganization
FieldValueIRS element (for citing)
Total Retained By Contractors40000TotalRetainedByContractors
Total Net To Organization-40000TotalNetToOrganization
Licensed StatesMELicensedStates
Licensed StatesNYLicensedStates
Licensed StatesOHLicensedStates

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1GOLF TOURNEYNameOfEvent1
Gross Receipts Event114000GrossReceiptsEvent1
Charitable Contributions Event12000CharitableContributionsEvent1
Gross Revenue Event112000GrossRevenueEvent1
Non Cash Prizes Event13000NonCashPrizesEvent1
Rent Facility Costs Event13000RentFacilityCostsEvent1
Food And Beverage Event14000FoodAndBeverageEvent1
Name Of Event2TLK SCHLRSHIPNameOfEvent2
Gross Receipts Event214000GrossReceiptsEvent2
Charitable Contributions Event25000CharitableContributionsEvent2
Gross Revenue Event29000GrossRevenueEvent2
Rent Facility Costs Event23000RentFacilityCostsEvent2
Food And Beverage Event23000FoodAndBeverageEvent2
Entertainment Event23000EntertainmentEvent2
Total Number Of Other Events0TotalNumberOfOtherEvents
Gross Receipts Total28000GrossReceiptsTotal
Charitable Contributions Total7000CharitableContributionsTotal
Gross Revenue Total Events21000GrossRevenueTotalEvents
Non Cash Prizes Total Events3000NonCashPrizesTotalEvents
Rent Facility Costs Total Events6000RentFacilityCostsTotalEvents
Food And Beverage Total Events7000FoodAndBeverageTotalEvents
Entertainment Total Events3000EntertainmentTotalEvents
Direct Expense Summary Events19000DirectExpenseSummaryEvents
Net Income Summary2000NetIncomeSummary

Form990 Schedule G Part IV Form990ScheduleGPartIV

FieldValueIRS element (for citing)
IdentifierFUNDRAISING SERVICESIdentifier
Return ReferencePART I, LINE 2B, COLUMN (II)ReturnReference
ExplanationKENNETH P. HORSBURGH, JR. FUNDRAISING ACTIVITY: PROSPECT DEVELOPMENT, PROSPECT MANAGEMENT AND INDIVIDUAL PROSPECT SOLICITATION. PART I, LINE 2B, COLUMN (V) KENNETH HORSBURGH RECEIVES REIMBURSEMENT FOR OUT OF POCKET EXPENSES. THE TOTAL REPORTED IN COLUMN (V) INCLUDES PAYMENT FOR CONTRACTED SERVICES AND REIMBURSEMENT FOR OUT OF POCKET EXPENSES. FUNDRAISING EXPENSES WERE $9,000 OF THE $40,000 PAID TO KENNETH HORSBURGH. INVOICES DISTINGUISHED BETWEEN FEES AND EXPENSES AND WERE BILLED TO THE COLLEGE MONTHLY.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (5 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
TOWN OF BRUNSWICK
28 FEDERAL STBRUNSWICKME04011999999999GOV'T99000CONTRIBUTION
UNITED WAY OF MID COAST MAINE
34 WING FARMBATHME04530016004866501(C)(3)15000CONTRIBUTION
BRUNSWICK DOWNTOWN ASSOCIATION
PO BOX 15BRUNSWICKME04011753131242501(C)(3)10000CONTRIBUTION
COASTAL TRANS INC
46 SUMMER STREETROCKLANDME04841222571406501(C)(3)10000CONTRIBUTION
TOWN OF HARPSWELL
PO BOX 39HARPSWELLME04079999999999GOV'T8800CONTRIBUTION
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants5TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrant
FINANCIAL AID FOR UNDERGRADUATE STUDENTS84829311000
STUDENT RESEARCH FELLOWSHIPS4421082000
GRAD. STUDENT FINANCIAL AID & POST GRAD. AWARDS67395000
ACADEMIC ACHIEVEMENT & OTHER STUDENT AWARDS204187000

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierMONITOR THE USE OF GRANT FUNDSIdentifier
Return ReferencePART I, LINE 2ReturnReference
ExplanationGRANTS TO ORGANIZATIONS IN THE U.S. THE ALLOCATION OF GRANTS AND OTHER ASSISTANCE TO LOCAL ORGANIZATIONS AND MUNICIPALITIES IS DETERMINED ON AN ANNUAL BASIS BY THE SENIOR VICE PRESIDENT OF DEVELOPMENT AND ALUMNI RELATIONS AND SENIOR VICE PRESIDENT FOR FINANCE AND ADMINISTRATION & TREASURER. GRANTS TO INDIVIDUALS IN THE U.S. ELIGIBILITY FOR BOWDOIN GRANT ASSISTANCE IS "NEED BASED," DETERMINED THROUGH ANALYSIS OF INCOME, ASSET AND TAX INFORMATION SUBMITTED ON THE COLLEGE SCHOLARSHIP SERVICE/FINANCIAL AID PROFILE, FEDERAL FAFSA AND FEDERAL INCOME TAX RETURNS. EXCEPT FOR NATIONAL MERIT SCHOLARSHIPS, THE COLLEGE DOES NOT OFFER MERIT BASED SCHOLARSHIPS. THE COLLEGE MAINTAINS A FINANCIAL AID OFFICE TO ENSURE THAT AWARDS ARE IN COMPLIANCE WITH ESTABLISHED POLICIES AND PROCEDURES.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsXTravelForCompanions
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymenttrueSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentstrueAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (14 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
BARRY MILLS
PRESIDENT40658000064490384230497030501155000
SCATHERINE LONGLEY
SVP FINANCE & ADMIN/TREASURER25549400039020388830235830321862000
PAULA VOLENT
SVP FOR INVESTMENTS60344006050000412803823401671701267519000
WILLIAM A TORREY III
SECRETARY OF THE COLLEGE177364000165536022370201720365309000
KELLY KERNER
SVP FOR DEVELOPMENT & ALUMNI30343000016405000217150341550000
CRISTLE COLLINS JUDD
DEAN FOR ACADEMIC AFFAIRS22048000020700346110211310278292000
SCOTT MEIKLEJOHN
DEAN OF ADMISSIONS&STUDENT AID1876050005761028131085930230090000
MITCHEL DAVIS
CHIEF INFORMATION OFFICER17444800015870264940172800219809000
TIMOTHY FOSTER
DEAN OF STUDENT AFFAIRS1709050005600231480230380217651000
JANE DIETZE
DIRECTOR OF PRIVATE EQUITY224788000660000186860244134000
JEFFREY WARD
ATHLETIC DIRECTOR873320001283880135060157660244992000
PATSY DICKINSON
FACULTY20340400021380316170349330272092000
ANDREW MAY
SENIOR DIR. OF ENDOWMENT RISK135180015000021469000179120189561000
MARK WETHLI
FACULTY16461300033620230590198210210855000

Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
BENEFITSPART I, LINE 1ATRAVEL FOR COMPANIONS: SPOUSAL/PARTNER TRAVEL IS PERMISSIBLE IN INSTANCES WHERE THE PRESENCE OF A SPOUSE/PARTNER IS REQUIRED TO FURTHER A COLLEGE PURPOSE. THE AMOUNTS ARE COVERED UNDER THE COLLEGE'S EXPENSE REIMBURSEMENT POLICY. GROSS-UP PAYMENTS: THE COLLEGE'S HEALTH PLAN OFFERED COVERAGE TO DOMESTIC PARTNERS OF EMPLOYEES. PREVAILING FEDERAL LAW PRECLUDED EMPLOYEES FROM PAYING FOR A DOMESTIC PARTNER'S INSURANCE WITH PRE-TAX DOLLARS. IN ADDITION, THE COLLEGE PORTION OF HEALTH INSURANCE PAYMENTS FOR THE DOMESTIC PARTNER WAS TAXED AS IMPUTED INCOME TO THE EMPLOYEE. THE COLLEGE GROSSED UP EMPLOYEES OPTING FOR DOMESTIC PARTNER COVERAGE. HOUSING ALLOWANCE: THE COLLEGE REQUIRES THE PRESIDENT TO LIVE ON CAMPUS IN COLLEGE-PROVIDED HOUSING. THE VALUE OF THE BENEFIT IS INCLUDED IN PART II, COLUMN D FOR BARRY MILLS.
SEVERANCE OR CHANGE OF CONTROL PAYMENTSPART I, LINE 4AWILLIAM TORREY RECEIVED SUPPLEMENTAL WAGES IN THE AMOUNT OF $122,500. JEFFREY WARD RECEIVED SUPPLEMENTAL WAGES IN THE AMOUNT OF $126,167.
NON-FIXED PAYMENTSPART I, LINE 7A KEY EMPLOYEE IN THE INVESTMENT OFFICE HAS AN INCENTIVE PERFORMANCE-RELATED BONUS BASED IN PART ON THE INVESTMENT PERFORMANCE OF THE BOWDOIN COLLEGE ENDOWMENT.
COMPENSATIONPART IIA PORTION OF THE COMPENSATION AMOUNT REPORTED FOR PATSY DICKINSON IS ATTRIBUTABLE TO SUPPLEMENTAL SALARY EARNED ON EXTERNALLY FUNDED RESEARCH AWARDS.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)

Bond ReferenceBondReferenceCdIssuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
MAINE HHEFA
A0103143845604253P32009-05-1497207250REFUNDING/CONSTRUCTION-SEE PART Vfalsefalsefalse
MAINE HHEFA
B010314384560425W302008-03-2420700000REFUNDS 2007 ISSUE DATED 6/6/07falsefalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Bond ReferenceBondReferenceCdAmount RetiredAmountRetiredAmount Bond DefeasedAmountBondDefeasedTotal ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundCapitalized InterestCapitalizedInterestRefunding EscrowRefundingEscrowIssuance Costs From ProceedsIssuanceCostsFromProceedsCredit EnhancementCreditEnhancementWorking Capital ExpendituresWorkingCapitalExpendituresCapital ExpendituresCapitalExpendituresOther Spent ProceedsOtherSpentProceedsAmount UnspentAmountUnspentYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
A0097207250046316692368655875830003499599002012truetruetruetrue
B00207000000020500000200000000002009truefalsetruetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUseBond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTestChange In Use Bond Financed PropChangeInUseBondFinancedPropRemedial Action TakenRemedialActionTakenNon Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs
Afalsetruefalsefalse0.004000.003000.00700falsefalsefalsetrue
Bfalsetruefalsefalse0.000000.000000.00000falsefalsefalsetrue

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledRebate Not Due YetRebateNotDueYetException To RebateExceptionToRebateNo Rebate DueNoRebateDueVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICBusiness Name Line1NameOfGICProvider/BusinessNameLine1Gross Proceeds InvestedGrossProceedsInvestedWritten Proc To Monitor ReqsWrittenProcToMonitorReqs
0
Afalsetruefalsefalsefalsefalsefalse0falsetrue
0
Bfalsefalsefalsetruetruefalsefalse0falsetrue

Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)

Bond ReferenceBondReferenceCdProc To Undertk Corrective ActionProcToUndertkCorrectiveAction
Atrue
Btrue

Form990 Schedule K Part VI Form990ScheduleKPartVI (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
TAX-EXEMPT BONDSPART I, LINE A, COLUMN FREFUND PRIOR BOND ISSUES 1995B ISSUED 7/25/95, 1998A ISSUED 3/18/98, 1998C ISSUED 11/19/98, 2001C ISSUED 5/15/01, 2003B ISSUED 7/24/04, 2005A ISSUED 8/17/05, 2006B ISSUED 4/6/06.
REBATE COMPUTATIONPART IV, LINE 2C, BOND ISSUE BREBATE COMPUTATION DATE 4/29/13.

Schedule L IRS990ScheduleL

FieldValueIRS element (for citing)
Total Balance Due0TotalBalanceDue

Form990 Schedule L Part III Form990ScheduleLPartIII

FieldValueIRS element (for citing)
Name Of Interested PersonNANameOfInterestedPerson
Relationship With OrganizationN/ARelationshipWithOrganization
Amount Of Grant5178AmountOfGrant
Type Of AssistanceSCHOLARSHIPTypeOfAssistance
Purpose Of AssistanceBENEFITPurposeOfAssistance

Form990 Schedule L Part IV Form990ScheduleLPartIV (6 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
OAKTREE CAPITAL MANAGEMENT
SEE PART V15000000SEE PART Vfalse
BLUEMOUNTAIN CAPITAL MANAGEMENT
SEE PART V10000000SEE PART Vfalse
MAINE EMPLOYERS MUTUAL INSURANCE
OFFICER - C. LONGLEY325936PURCHASE OF INSURANCEfalse
UNITED EDUCATORS
OFFICER - C. LONGLEY248561PURCHASE OF INSURANCEfalse
SPOUSE OF KEY EMPLOYEE
KEY EMPLOYEE - W. TORREY170000COMPENSATIONfalse
SPOUSE OF KEY EMPLOYEE
KEY EMPLOYEE - T. FOSTER44000COMPENSATIONfalse

Form990 Schedule L Part V Form990ScheduleLPartV

FieldValueIRS element (for citing)
IdentifierBUSINESS TRANSACTIONSIdentifier
Return ReferencePART IVReturnReference
Explanation(1) OAKTREE CAPITAL MANAGEMENT: COLUMN (B) BOWDOIN TRUSTEE AND OCM FOUNDING PRINCIPAL AND BOARD MEMBER COLUMN (D) CAPITAL CONTRIBUTIONS $15,000,000 WHICH INCLUDED $121,129 IN MANAGEMENT FEES. (2) BLUEMOUNTAIN CAPITAL MANAGEMENT: COLUMN (B) BOWDOIN TRUSTEE AND BLUEMOUNTAIN CAPITAL MANAGEMENT MANAGING PARTNER COLUMN (D) CAPITAL CONTRIBUTIONS 10,000,000 WHICH INCLUDED $51,162 IN MANAGEMENT FEES.Explanation

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions451NumberOfContributions
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasures
Art Fractional InterestArtFractionalInterest

Books And Publications BooksAndPublications

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F9900NoncashContribsRptdF990
FieldValueIRS element (for citing)
Clothing And Household GoodsClothingAndHouseholdGoods
Cars And Other VehiclesCarsAndOtherVehicles
Boats And PlanesBoatsAndPlanes
Intellectual PropertyIntellectualProperty

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions183NumberOfContributions
Noncash Contribs Rptd F9901446000NoncashContribsRptdF990
Method Of Determining RevenuesSEE PART IIMethodOfDeterminingRevenues

Securities Closely Held Stock SecuritiesCloselyHeldStock

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F99058000NoncashContribsRptdF990
Method Of Determining RevenuesSEE PART IIMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Securities Prtnrshp Trust IntrstsSecuritiesPrtnrshpTrustIntrsts
Securities MiscellaneousSecuritiesMiscellaneous
Qualified Contrib Hist StructQualifiedContribHistStruct
Qualified Contrib OtherQualifiedContribOther
Real Estate ResidentialRealEstateResidential
Real Estate CommercialRealEstateCommercial
Real Estate OtherRealEstateOther
CollectiblesCollectibles
Food InventoryFoodInventory
Drugs And Medical SuppliesDrugsAndMedicalSupplies
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts
Scientific SpecimensScientificSpecimens
Archaeological ArtifactsArchaeologicalArtifacts

Other Non Cash Contributions Table OtherNonCashContributionsTable

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
DescriptionOTHERDescription
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F99015000NoncashContribsRptdF990
Method Of Determining RevenuesSEE PART IIMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Number Of8283 Received16NumberOf8283Received
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedfalseThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
CONTRIBUTIONSPART I, COLUMN (B)THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED.
NON-CASH CONTRIBUTIONSPART I, LINE 9176 GIFTS OF PUBLICLY TRADED SECURITIES WERE VALUED AT FAIR MARKET VALUE. 7 PLANNED GIFTS WERE VALUED AT NET PRESENT VALUE.
PART I, LINE 101 GIFT OF CLOSELY HELD STOCK WAS BASED ON AN APPRAISAL.
OTHERPART I, LINE 25THE COLLEGE RECEIVED A GIFT OF MINERAL RIGHTS. VALUATION BASED ON APPRAISAL.
ART - WORKS OF ARTPART I, LINE 33THE COLLEGE DOES NOT RECOGNIZE REVENUE FOR CONTRIBUTIONS OF ART OBJECTS OR BOOKS AND PUBLICATIONS.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ORGANIZATION'S MISSIONCORE FORM 990, PART I, LINE 1 AND PART III, LINE 1IT IS THE MISSION OF THE COLLEGE TO ENGAGE STUDENTS OF UNCOMMON PROMISE IN AN INTENSE FULL-TIME EDUCATION OF THEIR MINDS, EXPLORATION OF THEIR CREATIVE FACULTIES, AND DEVELOPMENT OF THEIR SOCIAL AND LEADERSHIP ABILITIES IN A FOUR-YEAR COURSE OF STUDY AND RESIDENCE THAT CONCLUDES WITH A BACCALAUREATE DEGREE IN THE LIBERAL ARTS.
FORM 990 REVIEW PROCESSCORE FORM 990, PART VI, SECTION B, LINE 11BA DRAFT OF THE FORM 990 IS REVIEWED BY BOWDOIN OFFICERS. FOLLOWING THESE REVIEWS, A PUBLIC DISCLOSURE COPY OF THE FINAL DRAFT FORM 990 IS PROVIDED TO THE FULL BOARD OF TRUSTEES. PRIOR TO FILING, A COPY OF THE FINAL DRAFT SCHEDULE B IS PROVIDED TO THE CHAIRMAN OF THE BOARD, THE CHAIR OF THE AUDIT COMMITTEE AND THE CHAIR OF THE DEVELOPMENT COMMITTEE. A COPY OF SCHEDULE B IS ALSO MADE AVAILABLE TO ALL BOARD MEMBERS AT A REGULARLY SCHEDULED MEETING OF THE BOARD OF TRUSTEES PRIOR TO FILING OF THE RETURN WITH THE INTERNAL REVENUE SERVICE.
CONFLICT OF INTEREST POLICYCORE FORM 990, PART VI, SECTION B, LINE 12CTHE COLLEGE SURVEYS ANNUALLY ALL MEMBERS OF THE BOARD, ALL OFFICERS OF INSTRUCTION, AND ALL OFFICERS OF ADMINISTRATION AS TO POTENTIAL CONFLICTS OF INTEREST. THE RESULTS OF THE SURVEY ARE REPORTED TO THE AUDIT COMMITTEE AND TO THE BOARD OF TRUSTEES. APPROPRIATE ACTIONS ARE TAKEN WHERE REQUIRED.
COMPENSATION POLICYCORE FORM 990, PART VI, SECTION B, LINE 15IN ACCORDANCE WITH TREASURY REGULATION 53.4958-6 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, ACTING AS A COMPENSATION COMMITTEE, ANNUALLY REVIEWS AND APPROVES THE COMPENSATION OF THE PRESIDENT AND SENIOR MANAGEMENT OFFICIALS. IN ALL CASES, THE EXECUTIVE COMMITTEE CONSIDERS COMPENSATION SURVEYS AND COMPETITIVE MARKET DATA. FOR SENIOR MANAGEMENT, THE PRESIDENT PROVIDES THE EXECUTIVE COMMITTEE WITH RECOMMENDED CHANGES TO COMPENSATION LEVELS. THE EXECUTIVE COMMITTEE DOCUMENTS SUCH DECISIONS IN ITS MINUTES WHERE APPROPRIATE.
PUBLIC DISCLOSURECORE FORM 990, PART VI, SECTION B, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
OTHER CHANGES IN NET ASSETSCORE FORM 990, PART XI, LINE 9NET UNREALIZED GAIN ON INTEREST RATE SWAP $2,855,000 NET CHANGE IN ANNUITY AND LIFE INCOME FUNDS $1,241,000 POSTRETIREMENT-RELATED CHANGES OTHER THAN NET PERIODIC COST $1,209,000 LAND CONVEYANCE FROM FORMER NAVAL AIR STATION $ 200,000 ---------- TOTAL $5,505,000

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1POLAR BEAR INVESTMENTS LLCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line15400 COLLEGE STATIONAddressLine1
CityBRUNSWICKCity
StateMEState
ZIP Code04011ZIPCode
FieldValueIRS element (for citing)
EIN043375078EIN
Primary ActivitiesINVESTMENTSPrimaryActivities
Legal Domicile StateMELegalDomicileState
Total Income-1633863TotalIncome
EOY Assets63575789EOYAssets

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1BOWDOINBusinessNameLine1

Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrg
BOWDOIN COLLEGE TRUST
JP MORGAN CHASE BANKCHICAGOIL606062300136098631INVESTINGME501(c)(3)11D, III-OBOWDOINtrue
JFP CHARITABLE TRUST
PO BOX 1802PROVIDENCERI029011802056007859INVESTINGRI501(c)(3)PFNAtrue
AW TRUST
PO BOX 1802PROVIDENCERI029011802046024611INVESTINGMA4947(A)(1)PFNAtrue

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1TP PARTNERSHIPBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO BOX 770AddressLine1
CityASHLANDCity
StateKYState
ZIP Code41105ZIPCode
FieldValueIRS element (for citing)
EIN550648835EIN
Primary ActivityINVESTINGPrimaryActivity
Legal Domicile StateKYLegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1
FieldValueIRS element (for citing)
Predominant Income TypeEXCLUDED 512,513,514PredominantIncomeType
Share Of Total Income-59443ShareOfTotalIncome
Share Of EOY Assets50715ShareOfEOYAssets
Disproportionate AllocationsfalseDisproportionateAllocations
Code V$0CodeVAmount
General Or Managing PartnertrueGeneralOrManagingPartner
Percentage Ownership0.56000PercentageOwnership

Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)

Primary ActivityPrimaryActivityBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityControlled OrgControlledOrg
POOLED INCOME FUNDS (3)
INVESTINGBOWDOINTRUSTtrue
CHARITABLE REMAINDER TRUSTS(6)
INVESTINGBOWDOINTRUSTtrue
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgtrueOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
BOWDOIN COLLEGE TRUST
S112549FMV
JFP CHARITABLE TRUST
S68269FMV
A W TRUST
S52099FMV

Form990 Schedule R Part VII Form990ScheduleRPartVII

FieldValueIRS element (for citing)
IdentifierCHARITABLE REMAINDER TRUSTS DOMICILEDIdentifier
Return ReferencePART IVReturnReference
ExplanationTHERE ARE 3 POOLED INCOME FUNDS REPORTED IN PART IV. ALL ARE DOMICILED IN MAINE. THERE ARE 6 CHARITABLE REMAINDER TRUSTS REPORTED IN PART IV. 4 ARE DOMICILED IN MAINE, 1 IN CONNECTICUT AND 1 IN MASSACHUSETTS.Explanation

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