TRUSTEES OF DARTMOUTH COLLEGE: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
TRUSTEES OF DARTMOUTH COLLEGE (EIN 02-0222111)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-05-14
IRS object ID
201411349349300211
Schema version
2012v2.1
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)
Timestamp2014-05-14T06:57:28-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN020222111EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Trustees of Dartmouth CollegeBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlTRUSNameControl
Phone6036463011Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 Lebanon Street Suite 302 No 6015AddressLine1
CityHanoverCity
StateNHState
ZIP Code03755ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameGail GoodnessName
TitleControllerTitle
Phone6036463011Phone
Date Signed2014-05-12DateSigned
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonPhilip J HanlonNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line17 Lebanon Street Suite 302 No 6015AddressLine1
CityHanoverCity
StateNHState
ZIP Code03755ZIPCode
FieldValueIRS element (for citing)
Gross Receipts5506031924GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Group Exemption Number8204GroupExemptionNumber
Organization501c3XOrganization501c3
Web Sitewww.dartmouth.eduWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1769YearFormation
State Legal DomicileNHStateLegalDomicile
Activity Or Mission DescriptionDartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge.ActivityOrMissionDescription
Nbr Voting Members Governing Body26NbrVotingMembersGoverningBody
Nbr Independent Voting Members18NbrIndependentVotingMembers
Total Nbr Employees10401TotalNbrEmployees
Total Nbr Volunteers15500TotalNbrVolunteers
Total Gross UBI40025903TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year332464631ContributionsGrantsPriorYear
Contributions Grants Current Year333926852ContributionsGrantsCurrentYear
Program Service Revenue Prior Year445592543ProgramServiceRevenuePriorYear
Program Service Revenue CY466495600ProgramServiceRevenueCY
Investment Income Prior Year166846502InvestmentIncomePriorYear
Investment Income Current Year381715647InvestmentIncomeCurrentYear
Other Revenue Prior Year22800969OtherRevenuePriorYear
Other Revenue Current Year11727879OtherRevenueCurrentYear
Total Revenue Prior Year967704645TotalRevenuePriorYear
Total Revenue Current Year1193865978TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year129556469GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY138525175GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year444510823SalariesEtcPriorYear
Salaries Etc Current Year478924633SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year31799549TotalFundrsngExpCurrentYear
Other Expense Prior Year364527988OtherExpensePriorYear
Other Expenses Current Year404371945OtherExpensesCurrentYear
Total Expenses Prior Year938595280TotalExpensesPriorYear
Total Expenses Current Year1021821753TotalExpensesCurrentYear
Revenues Less Expenses Prior Year29109365RevenuesLessExpensesPriorYear
Revenues Less Expenses CY172044225RevenuesLessExpensesCY
Total Assets BOY5956433367TotalAssetsBOY
Total Assets EOY6166430131TotalAssetsEOY
Total Liabilities BOY1954848215TotalLiabilitiesBOY
Total Liabilities EOY1769102138TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY4001585152NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY4397327993NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionDartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense532187870Expense
Grants129314318Grants
Revenue367644495Revenue
Description4a. Education and Academic Support: A Dartmouth education is unlike any other. Through person-to-person teaching and opportunities to create and apply knowledge on campus and across the globe, Dartmouth instills a love of learning among its students and empowers them for a lifetime of leadership. Academics at Dartmouth are innovative, interdisciplinary, international, and individualized for each student. Each student's experience is distinguished by breadth, depth, and personal connections with top faculty. The institution comprises the Faculty of the Arts & Sciences and three professional schools: the Thayer School of Engineering, the Tuck School of Business, and the Geisel School of Medicine. Dartmouth's 1,045-person faculty teaches and guides almost 6,300 undergraduate and graduate students. Dartmouth's library system directly supports the research and teaching mission of Dartmouth College, as well as the life-long learning needs of the Dartmouth community, by providing access to more than 80,000 digital resources such as indexes, databases and journals, 2.7 million books, 29,000 films and videos, 190,000 maps, 40,000 sound recordings and 460,000 photographs. State-of-the-art computing resources are available to faculty and students to foster innovation and excellence in research and in the curriculum.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense198568417Expense
Grants7778796Grants
Revenue11023123Revenue
Description4b. Research & Research Support: At Dartmouth, teaching and research are inextricably linked. Dartmouth offers undergraduate students a rigorous curriculum at the forefront of higher education and Dartmouth faculty pursue research at the highest levels of their disciplines. Students conduct independent study through one-on-one supervision with a faculty member or work as a member of a research group in state-of-the-art facilities. Dartmouth is home to world-class scholars in the Faculty of Arts & Sciences, the Thayer School of Engineering, the Tuck School of Business, and the Geisel School of Medicine-which has strong ties to the Dartmouth-Hitchcock Clinic and the Mary Hitchcock Memorial Hospital. In addition, Dartmouth has more than 40 centers, institutes, research groups, and laboratories in areas ranging from medicine to social policy, from engineering to business. Many of these are interdisciplinary and join faculty and students from across the institution to work on complex issues. During fiscal 2013, faculty and others engaged in sponsored activity received $199.5 million in awards from external funding agencies.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense159414782Expense
Grants1432061Grants
Revenue87827983Revenue
Description4c. Campus Life: Our close-knit community is a distinctive and enduring feature of the Dartmouth experience. For students, the process of joining and adapting to a new community can be as educationally significant as their academic work. For this reason, Dartmouth invests resources in creating a community that is both stimulating and nurturing. Nearly 90% of Dartmouth undergraduates live on campus and Dartmouth's diverse dining facilities are the hub of many social activities. Athletics at Dartmouth compliment the overall academic and intellectual growth of Dartmouth students, with more than 75% of undergraduates participating in at least one of the 34 varsity teams, 32 club sports teams and dozens of intramural leagues. In addition, facilities such as the Hanover Country Club, Dartmouth Skiway, and Morton Farm provide an opportunity for recreation and learning beyond the classroom. There are also approximately 350 student groups which allow students to explore interests in diverse areas, including the arts, academics, activism, culture, politics, sustainability and others.Description
FieldValueIRS element (for citing)
Total Program Service Expense890171069TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds1DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art1CollectionsOfArt
Credit Counseling1CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School1School
Foreign Office0ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations1MoreThan5000KToOrganizations
More Than5000 K To Individuals1MoreThan5000KToIndividuals
Professional Fundraising1ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds1TaxExemptBonds
Invest Tax Exempt Bonds0InvestTaxExemptBonds
Escrow Account0EscrowAccount
On Behalf Of Issuer0OnBehalfOfIssuer
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member1BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art1DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity1TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org1TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Info In Schedule O Part VXInfoInScheduleOPartV
Number Forms Transmitted With10962404NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees10401NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account1ForeignFinancialAccount
Name Of Foreign CountryGMNameOfForeignCountry
Name Of Foreign CountrySPNameOfForeignCountry
Name Of Foreign CountryFRNameOfForeignCountry
Name Of Foreign CountryITNameOfForeignCountry
Name Of Foreign CountryUKNameOfForeignCountry
Name Of Foreign CountryEINameOfForeignCountry
Name Of Foreign CountryNZNameOfForeignCountry
Name Of Foreign CountryCHNameOfForeignCountry
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions1NonDeductibleContributions
Non Deductible Disclosure1NonDeductibleDisclosure
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Excess Business Holdings0ExcessBusinessHoldings
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members26NbrVotingGoverningBodyMembers
Number Independent Voting Members18NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters1LocalChapters
Policies Reference Chapters1PoliciesReferenceChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledNHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonController's OfficeNamePerson
Telephone Number6036463011TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line17 Lebanon Street Suite 302AddressLine1
CityHanoverCity
StateNHState
ZIP Code03755ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (51 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerAverage Hours Per Week RelatedAverageHoursPerWeekRelatedKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
Emily Bakemeier
Trustee0.10X000
Gail Boudreaux
Trustee3.00X000
R William Burgess Jr
Trustee3.00X000
James Coulter
Trustee3.00X000
Denise Dupre
Trustee3.00X000
Gregg Engles
Trustee3.00X000
Nathaniel Fick
Trustee3.00X000
Marye Anne Fox
Trustee3.00X000
Annette Gordon-Reed
Trustee3.00X000
Margaret Hassan
Trustee0.10X000
William Helman IV
Trustee3.00X000
David Hodgson
Trustee3.00X000
Jeffrey Immelt
Trustee3.00X000
Richard Kimball
Trustee3.00X000
Morton Kondracke
Trustee3.00X000
Mitchell Kurz
Trustee0.10X000
John Lynch
Trustee0.10X000
Stephen Mandel Jr
Trustee5.00X000
Sherri Oberg
Trustee3.00X000
Trevor Rees-Jones
Trustee3.00X000
John Replogle
Trustee3.00X000
John Rich
Trustee3.00X000
Laurel Richie
Trustee3.00X000
Peter Robinson
Trustee3.00X000
Steven Roth
Trustee3.00X000
Peggy Epstein Tanner
Trustee3.00X000
Diana Taylor
Trustee3.00X000
Benjamin Wilson
Trustee3.00X000
Philip Hanlon
President (began 6/10/13)40.00X000X
Carol Folt
Interim President (began 7/1/12)40.00X650454049288X
Michael Wagner
Interim CFO (began 10/1/12)39.40258562034455X0.60
Steven Kadish
EVP & CFO (through 9/30/12)39.80496207027040X0.20
Martin Wybourne
Interim Provost (began 7/1/12)40.00376972027400X
Robert Donin
General Counsel40.00445786024294X
Ann Keith
Interim Senior VP for Advancement40.00258077037388X
Michael Mastanduno
Dean of Faculty40.00360822037458X
Myron McCoo
VP & Chief Human Resources Officer40.00268837022745X
Pamela Peedin
Chief Investment Officer40.001023288037556X
Linda Snyder
VP Campus Planning (through 9/30/12)39.702371370232400.30X
Wiley Souba
Dean, Geisel School of Med40.00828356071410X
Paul Argenti
Professor of Corporate Communication40.00738522037636X
Pino Audia
Professor of Management & Organizations40.00591539036108X
Paul Danos
Dean,Tuck School of Business39.907613120328430.10X
Sydney Finkelstein
Professor of Management40.00631387035514X
Richard Freeman Jr
Chair,Department of Surgery40.00700202033910X
Jim Yong Kim
President (through 6/30/12)0.00729439049060X
James Wright
Professor & Former Preside40.00542551031791X
Adam Keller
TDI Chief of Strategy, Fmr40.00329455036539X
Barry Scherr
Professor & Former Provost40.00337538036004X
William Green
Professor & Former Dean, G40.00340859023742X
Carolyn Pelzel
Former Sr VP for Advancement16.00500342026471X
FieldValueIRS element (for citing)
Total Reportable Comp From Org11407644TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation771892TotalOtherCompensation
Number Individuals GT100 K791NumberIndividualsGT100K
Formers Listed1FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
Engelberth Construction Inc
428 Main StreetKeeneNH03431Construction and general contractor33301618
Dartmouth Hitchcock Medical Center
One Medical Center DriveLebanonNH03756Medical Research23416129
William A Berry & Son Inc
99 Conifer Hill DriveDanversMA01923Construction and general contractor17585003
PC Construction Company
193 Tilley DriveSouth BurlingtonVT05403Construction and general contractor7504689
Estes & Gallup Inc
PO Box 240LymeNH03768Construction and general contractor5502517
FieldValueIRS element (for citing)
Number Of Contractors GT100 K158NumberOfContractorsGT100K
Fundraising Events122021FundraisingEvents
Government Grants152392821GovernmentGrants
All Other Contributions181412010AllOtherContributions
Noncash Contributions45305430NoncashContributions
Total Contributions333926852TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
Tuition and Fees611600314728327314728327
Auxiliary Service61171065485924621638703322054
Medical Related6116005241891552418915
All other6116001773577517345448390327
Other Education Related611600161266591608533141328
FieldValueIRS element (for citing)
Total Program Service Revenue466495600TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column62254262TotalRevenueColumn
Unrelated Business Revenue4257701UnrelatedBusinessRevenue
Exclusion$57,996,561ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column2891730TotalRevenueColumn
Exclusion$2,891,730ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real16812804Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real12323333Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real4489471Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column4489471TotalRevenueColumn
Unrelated Business Revenue160389UnrelatedBusinessRevenue
Exclusion$4,329,082ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities4618778369Securities
Other472620Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities4299789266Securities
Other338Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities318989103Securities
Other472282Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column319461385TotalRevenueColumn
Unrelated Business Revenue31854104UnrelatedBusinessRevenue
Exclusion$287,607,281ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events210738GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events122021CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses53009FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column157729TotalRevenueColumn
Exclusion$157,729ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmount
Split interest distribution5259202530007$2,530,007
Other revenue9000991658942$1,658,942
FieldValueIRS element (for citing)
Total Other Revenue4188949TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1193865978TotalRevenueColumn
Related Or Exempt Function Income462741891RelatedOrExemptFunctionIncome
Unrelated Business Revenue40025903UnrelatedBusinessRevenue
Exclusion$357,171,332ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total224045Total
Program Services224045ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total134714482Total
Program Services134714482ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total3586648Total
Program Services3586648ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total5853501Total
Program Services1324782ProgramServices
Management And General4175679ManagementAndGeneral
Fundraising353040Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total2041617Total
Program Services1224381ProgramServices
Management And General499835ManagementAndGeneral
Fundraising317401Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total403023277Total
Program Services342541042ProgramServices
Management And General42166111ManagementAndGeneral
Fundraising18316124Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total26348824Total
Program Services21998712ProgramServices
Management And General3135252ManagementAndGeneral
Fundraising1214860Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total18608071Total
Program Services15430851ProgramServices
Management And General2311497ManagementAndGeneral
Fundraising865723Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total23049343Total
Program Services19115893ProgramServices
Management And General2860984ManagementAndGeneral
Fundraising1072466Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total347687Total
Program Services347687ProgramServices

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total1500149Total
Program Services276695ProgramServices
Management And General1223293ManagementAndGeneral
Fundraising161Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total687099Total
Program Services22300ProgramServices
Management And General664799ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total83251Total
Management And General83251ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total7437786Total
Management And General7437786ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total96772810Total
Program Services83750554ProgramServices
Management And General8445644ManagementAndGeneral
Fundraising4576612Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total2104500Total
Program Services1901322ProgramServices
Management And General134172ManagementAndGeneral
Fundraising69006Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total21895956Total
Program Services18625317ProgramServices
Management And General1093504ManagementAndGeneral
Fundraising2177135Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total13041200Total
Program Services5814072ProgramServices
Management And General7040995ManagementAndGeneral
Fundraising186133Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total616554Total
Program Services589031ProgramServices
Management And General27124ManagementAndGeneral
Fundraising399Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total46780782Total
Program Services43911751ProgramServices
Management And General2702370ManagementAndGeneral
Fundraising166661Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total27339463Total
Program Services24057577ProgramServices
Management And General1737871ManagementAndGeneral
Fundraising1544015Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total2126109Total
Program Services1915119ProgramServices
Management And General114690ManagementAndGeneral
Fundraising96300Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total47112621Total
Program Services39738192ProgramServices
Management And General7353736ManagementAndGeneral
Fundraising20693Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total58229501Total
Program Services55287368ProgramServices
Management And General2890582ManagementAndGeneral
Fundraising51551Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total1454517Total
Program Services856582ProgramServices
Management And General583095ManagementAndGeneral
Fundraising14840Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Other expenses38237455348184822789307629666
Purchase for resale1982684419746394760254425
Books & media11636442114779729140867062
Non Cap Equipment7141219687381821212555276

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1021821753Total
Program Services890171069ProgramServices
Management And General99851135ManagementAndGeneral
Fundraising31799549Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY16467473BOY
EOY12879651EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY288561537BOY
EOY226916825EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY172264840BOY
EOY114873589EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY41948205BOY
EOY30320317EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY82959638BOY
EOY81169157EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY3138932BOY
EOY2737413EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY7985518BOY
EOY8222526EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis1603338959LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec659012001LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY927694039BOY
EOY944326958EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY1018935921BOY
EOY1183025859EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY3343678775BOY
EOY3522066261EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY1467510BOY
EOY2105524EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY51330979BOY
EOY37786051EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY5956433367BOY
EOY6166430131EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY72748697BOY
EOY66543533EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY37238516BOY
EOY40208393EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY553975000BOY
EOY548330000EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY42587930BOY
EOY42442465EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY51664512BOY
EOY50316984EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY519000000BOY
EOY523900000EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY677633560BOY
EOY497360763EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1954848215BOY
EOY1769102138EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY997455402BOY
EOY1252030921EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1983898473BOY
EOY2093841730EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1020231277BOY
EOY1051455342EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY4001585152BOY
EOY4397327993EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY5956433367BOY
EOY6166430131EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses172044225ReconcilationRevenueExpenses
Reconciliation Unrealized Invest113579588ReconciliationUnrealizedInvest
Reconcilation Other Changes110119028ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

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)
Volunteers0Volunteers
Paid Staff Or Management1PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members1MailingsMembers
Mailings Members$0MailingsMembersAmount
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations1GrantsOtherOrganizations
Grants Other Organizations$62,927GrantsOtherOrganizationsAmount
Direct Contact Legislators1DirectContactLegislators
Direct Contact Legislators$20,324DirectContactLegislatorsAmount
Rallies Demonstrations0RalliesDemonstrations
Other Activities0OtherActivities
Total Lobbying Expenditures IIB83251TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierExplanation of Lobbying Activities:Identifier
Return ReferencePart II-B, Line 1:ReturnReference
ExplanationMeetings were held with US Senators, Congressional Representatives, and White House staff to discuss matters relating to federally funded research programs and sequestration. Meetings were held with members of the State of New Hampshire Legislature for matters including the New Hampshire Hospital contract. Meetings were held with local officials to discuss matters including zoning changes and town planning.Explanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number DA Fs Held7NumberDAFsHeld
Donor Advised Contributions2223874DonorAdvisedContributions
Grants Paid From Donor Funds1236596GrantsPaidFromDonorFunds
Aggregate DAF Value6083606AggregateDAFValue
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes1DisclosedForCharitablePurposes
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Collect Used For Loan Or Exch PrgrmsXCollectUsedForLoanOrExchPrgrms
Solicited Assets For Sale1SolicitedAssetsForSale
Agent Trustee Etc0AgentTrusteeEtc
Included On FS1IncludedOnFS
Explanation In Part XIIIXExplanationInPartXIII

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance3486383419BeginningOfYearBalance
Contributions34505250Contributions
Investment Earnings Or Losses404762060InvestmentEarningsOrLosses
Grants Or Scholarships-42144259GrantsOrScholarships
Other Expenditures-149910058OtherExpenditures
End Of Year Balance3733596412EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance3413406772BeginningOfYearBalance
Contributions60905749Contributions
Investment Earnings Or Losses197299445InvestmentEarningsOrLosses
Grants Or Scholarships-41034271GrantsOrScholarships
Other Expenditures-144194276OtherExpenditures
End Of Year Balance3486383419EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance2998302307BeginningOfYearBalance
Contributions52718726Contributions
Investment Earnings Or Losses541549240InvestmentEarningsOrLosses
Grants Or Scholarships-39486695GrantsOrScholarships
Other Expenditures-139676806OtherExpenditures
End Of Year Balance3413406772EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance2824894018BeginningOfYearBalance
Contributions82027937Contributions
Investment Earnings Or Losses298314278InvestmentEarningsOrLosses
Grants Or Scholarships-47197989GrantsOrScholarships
Other Expenditures-159735937OtherExpenditures
End Of Year Balance2998302307EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance3660159037BeginningOfYearBalance
Contributions90714805Contributions
Investment Earnings Or Losses-691492222InvestmentEarningsOrLosses
Grants Or Scholarships-53107545GrantsOrScholarships
Other Expenditures-181380057OtherExpenditures
End Of Year Balance2824894018EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.25860BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.26370PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.47770TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis19081845OtherCostOrOtherBasis
Book Value19081845BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1124809021OtherCostOrOtherBasis
Depreciation405204408Depreciation
Book Value719604613BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis281520711OtherCostOrOtherBasis
Depreciation182270129Depreciation
Book Value99250582BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis177927382OtherCostOrOtherBasis
Depreciation71537464Depreciation
Book Value106389918BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings944326958TotalOfBookValueLandBuildings

Other Securities OtherSecurities (7 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
Private Equity/Venture Capital Limited Partnership902366529F
Real Estate & Real Asset Limited Partnership802700354F
Other Investments8845656F
Cash & Cash Equivalents and Commingled Funds83F
Fixed Income Securities and Commingled Funds78600F
Global Equity Commingled Funds759131359F
Marketable Alternative Strategies Commingled Funds1048943680F
FieldValueIRS element (for citing)
Total Of Book Value Securities3522066261TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (6 entries)

DescriptionDescriptionAmountAmount
Mark to market liability on interest rate swap agreements$133,222,466
Employee Benefit Liabilities$272,449,909
Pending Trades Liability$43,621,304
Conditional asset retirement obligation$22,456,885
Government advance, student loans$20,331,760
Other$5,278,439
FieldValueIRS element (for citing)
Total Of Amounts497360763TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
Part III, Line 1a:Dartmouth's collections include works of art, literary works, historical treasures, and artifacts that are maintained in its museum and libraries. These collections are protected and preserved for public exhibition, education, research, and the furtherance of public service. Each of the items is cataloged, preserved, and cared for, and activities verifying their existence and assessing their condition are performed continuously. The collections are subject to a policy that requires proceeds from their sale to be used to acquire other items for collections. The collections, which were acquired through purchases and contributions since Dartmouth's inception, are not recognized as assets in the Statement of Financial Position. Purchases of collection items are recorded as decreases in unrestricted net assets in the year in which the items are acquired or in temporarily restricted net assets if the assets used to purchase the items are restricted by donors. Contributed collection items are not recorded in the financial statements.
Part III, Line 4:Collections at Dartmouth College exist in two primary areas: the Hood Museum of Art (the Hood) and the Dartmouth College library system. The Hood Museum of Art at Dartmouth College is one of the oldest and largest college museums in the country. The collections of the Hood, which number some 65,000 objects, are rich, diverse, and available for the use by both Dartmouth and the broader community. Access to works of art is provided through permanent collection displays, the online collections database, special exhibitions, the website, scholarly publications, and programs and events. These exhibits and programs are an exciting learning resource for students and the academic community. The Hood offers a vital curricular resource, a source for lectures, gallery talks, symposia, and receptions for the public, and an on-line database of thousands of works. The Dartmouth College Library fosters intellectual growth and advances the mission of Dartmouth College and affiliated communities by supporting excellence and innovation in education and research, managing and delivering information, and partnering to develop and disseminate new scholarship. The Rauner Special Collections Library houses Dartmouth's Archives, the Rare Books Collections, and the Manuscripts Collection. Dartmouth's Archives documents the history of the College through the historical records of the institution and the three professional schools, as well as the history of the surrounding area through selected collections related to local businesses and organizations. Totaling more than 100,000 volumes, Dartmouth's rare book collections constitute a resource of major importance to the institution and the scholarly world at large. The manuscript collections contain over six and a half million unique and original items. Dartmouth students, faculty, staff and outside researchers are all welcome to make use of Rauner Library's extensive holdings of rare books, manuscripts, and archival documents for their research.
Part IV, Line 2b:Certain donors have established irrevocable split-interest agreements with Dartmouth, primarily charitable gift annuities, pooled life income funds, and irrevocable charitable remainder trusts, whereby the donated assets are invested and a liability is recognized for distributions to be made in accordance with the agreements. In addition, Dartmouth maintains the Dartmouth Donor Advised Fund (DDAF) to enable philanthropic individuals and families to streamline the management of their charitable gifts. Through the DDAF, Dartmouth receives, invests and administers gifts to Dartmouth and other charitable organizations on the donors' behalf. For all residential rental properties and some commercial rental properties, Dartmouth collects one month's rent which it holds in escrow to be used, if necessary, to pay for damages identified when the property is vacated.
Part V, Line 4:Dartmouth's endowment plays a critical role in supporting the current and future work of Dartmouth. Its investment and spending policies are designed to balance the needs of current Dartmouth students with the needs of future generations of Dartmouth students. Earning long-term returns that maintain the inflation-adjusted purchasing power of the endowment underpins this concept of intergenerational equity. The endowment is composed of both restricted funds, for which donors designate a specific purpose for their gifts, and unrestricted funds. There are over 5700 separate funds that make up Dartmouth's endowment. Dartmouth's endowment spending policy seeks to balance the competing objectives of supporting the current generation of students and faculty with the need to preserve the endowment's purchasing power for future generations. Distributions from the endowment, which are approved annually by the Board of Trustees, are intended to support Dartmouth's mission by contributing funding to a variety of needs in academic, research and student life activities.Description of Intended Use of Endowment Funds:
Part X, Line 2:Dartmouth believes it has taken no significant uncertain tax positions.Description of Uncertain Tax Positions Under FIN 48:

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy Stmt1NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc1PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media1PolicyPublViaBroadcastMedia
Maint Racial Composition Records1MaintRacialCompositionRecords
Maint Scholarships Records1MaintScholarshipsRecords
Maint Copies Of Brochures Etc1MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations1MaintCopiesOfAllSolicitations
Discriminate Race Students Rights0DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies0DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty0DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships0DiscriminateRaceScholarships
Discriminate Race Educ Policies0DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog0DiscriminateRaceAthleticProg
Discriminate Race Other Acty0DiscriminateRaceOtherActy
Government Financial Aid Received1GovernmentFinancialAidReceived
Government Financial Aid Revoked0GovernmentFinancialAidRevoked
Compliance With Rev Proc75501ComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Explanation of Nondiscriminatory Policy PublicationSchedule E, Part I, Line 3Dartmouth's racially nondiscriminatory policy is widely publicized through a variety of print and electronic media. The notification language set forth in Section 403 of Rev. Proc. 75-50 is included in Dartmouth's brochures and other publications which are available to the general public.
Explanation of Government Financial AssistanceSchedule E, Part I, Line 6Dartmouth College received federal and state funding in support of its instructional and research programs.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained1GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (40 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
Antarctica00Program ServicesResearch21076
Central America and the Caribbean00Investments887634725
Central America and the Caribbean00Program ServicesResearch56265
Central America and the Caribbean00Program ServicesEducation and educational consulting190451
Central America and the Caribbean00Program ServicesStudy-abroad programs134156
Central America and the Caribbean00Program ServicesVolunteer Services102579
East Asia and the Pacific00Program ServicesResearch236953
East Asia and the Pacific00Program ServicesEducation and educational consulting1402289
East Asia and the Pacific00Program ServicesStudy-abroad programs717124
East Asia and the Pacific00Program ServicesVolunteer Services45750
East Asia and the Pacific00Investments108824
Europe00Investments46610373
Europe00Program ServicesResearch1307223
Europe01Program ServicesEducation and educational consulting2526056
Europe00Program ServicesStudy-abroad programs3609260
Europe00Program ServicesVolunteer Services58450
Middle East and North Africa00Program ServicesResearch86494
Middle East and North Africa00Program ServicesEducation and educational consulting83569
Middle East and North Africa00Program ServicesStudy-abroad programs151166
Middle East and North Africa00Program ServicesVolunteer Services21072
North America00Program ServicesResearch190657
North America00Program ServicesEducation and educational consulting246789
North America00Program ServicesStudy-abroad programs45806
North America00Program ServicesVolunteer Services4000
Russia and the Newly Independent States00Program ServicesStudy-abroad programs5210
Russia and the Newly Independent States00Program ServicesEducation and educational consulting51879
Russia and the Newly Independent States00Program ServicesResearch15651
South America00Program ServicesResearch89525
South America00Program ServicesEducation and educational consulting287599
South America00Program ServicesStudy-abroad programs452826
South America00Program ServicesVolunteer Services32040
South Asia00Investments5670113
South AsiaProgram ServicesResearch1059
South Asia00Program ServicesEducation and educational consulting595407
South Asia00Program ServicesStudy-abroad programs131140
South Asia00Program ServicesVolunteer Services44100
Sub-Saharan Africa00Program ServicesResearch660268
Sub-Saharan Africa00Program ServicesEducation and educational consulting371473
Sub-Saharan Africa00Program ServicesStudy-abroad programs361290
Sub-Saharan Africa00Program ServicesVolunteer Services163313
FieldValueIRS element (for citing)
Subtotal Number Of Offices0SubtotalNumberOfOffices
Subtotal Number Of Employees0SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees1ContNumberOfEmployees
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees1TotalNumberOfEmployees
Subtotal Amount Spent889778494SubtotalAmountSpent
Cont Amount Spent64745506ContAmountSpent
Total Amount Spent954524000TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS

FieldValueIRS element (for citing)
RegionEast Asia and the PacificRegion
Purpose Of GrantResearchPurposeOfGrant
Amount Of Cash Grant6000AmountOfCashGrant
Manner Of Cash DisbursementWireMannerOfCashDisbursement
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs2TotalNumberOf501c3Orgs

Grants To Ind Outside US GrantsToIndOutsideUS (8 entries)

Type Of AssistanceTypeOfAssistanceRegionRegionNumber Of RecipientsNumberOfRecipientsAmount Of Non Cash AssistanceAmountOfNonCashAssistanceDescription Of Non Cash AssistanceDescriptionOfNonCashAssistanceMethod Of ValuationMethodOfValuation
Scholarships/Tuition RemissionCentral America and the Caribbean691979Student scholarshipsFMV
Scholarships/Tuition RemissionEast Asia and the Pacific37540139Student scholarshipsFMV
Scholarships/Tuition RemissionEurope1572305746Student scholarshipsFMV
Scholarships/Tuition RemissionMiddle East and North Africa798110Student scholarshipsFMV
Scholarships/Tuition RemissionNorth America12152700Student scholarshipsFMV
Scholarships/Tuition RemissionSouth America18257538Student scholarshipsFMV
Scholarships/Tuition RemissionSouth Asia548458Student scholarshipsFMV
Scholarships/Tuition RemissionSub-Saharan Africa691978Student scholarshipsFMV
FieldValueIRS element (for citing)
Transfer To Foreign Corp1TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp1OwnForeignCorp
Passive Foreign Invest Co1PassiveForeignInvestCo
Foreign Partnership1ForeignPartnership
Boycott Countries1BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
Return ReferenceF Part 1 Line 2ReturnReference
ExplanationGrants distributed by Dartmouth consist primarily of scholarships, fellowships and related support given to Dartmouth students. Scholarships are awarded based on the financial need of the student. Scholarship applications are reviewed by a financial aid officer. Financial aid officers are expected to recuse themselves from any case in which they either have a personal interest or feel they cannot be impartial. A random sampling of cases read by each undergraduate financial aid officer is reviewed by the Associate and Senior Associate Directors to ensure compliance with federal regulations, adherence to Dartmouth policies, consistency in results and accuracy. Scholarships are credited to an individual student's account through the Banner Student Information System after the student is enrolled for the term (these credits are included in "non-cash assistance" in Part III above). Scholarship funds are withdrawn if the student ceases to be enrolled. Fellowships are granted in support of a student's educational or research endeavors. All educational and research work is monitored by Dartmouth faculty.Explanation

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Agreement Ref Fundraising1AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation

FieldValueIRS element (for citing)
Name Of IndividualCarolyn PelzelNameOfIndividual

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1Main StreetAddressLine1
CityNew LondonCity
StateNHState
ZIP Code03257ZIPCode
FieldValueIRS element (for citing)
ActivityStewarding & soliciting gifts from major donorsActivity
Fundraiser Control Of Funds0FundraiserControlOfFunds
Gross Receipts28241294GrossReceipts
Amount Retained By Contractor317401AmountRetainedByContractor
Net To Organization27923893NetToOrganization
FieldValueIRS element (for citing)
Total Gross Receipts28241294TotalGrossReceipts
Total Retained By Contractors317401TotalRetainedByContractors
Total Net To Organization27923893TotalNetToOrganization
Licensed StatesNHLicensedStates
Licensed StatesMALicensedStates

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1Advancement EventNameOfEvent1
Gross Receipts Event1141884GrossReceiptsEvent1
Gross Revenue Event1141884GrossRevenueEvent1
Non Cash Prizes Event1100NonCashPrizesEvent1
Other Direct Expenses Event1177OtherDirectExpensesEvent1
Name Of Event2Golf TournamentNameOfEvent2
Gross Receipts Event2128690GrossReceiptsEvent2
Charitable Contributions Event262600CharitableContributionsEvent2
Gross Revenue Event266090GrossRevenueEvent2
Non Cash Prizes Event24003NonCashPrizesEvent2
Rent Facility Costs Event212643RentFacilityCostsEvent2
Food And Beverage Event213737FoodAndBeverageEvent2
Entertainment Event2742EntertainmentEvent2
Other Direct Expenses Event215930OtherDirectExpensesEvent2
Total Number Of Other Events1TotalNumberOfOtherEvents
Gross Receipts Other Events62185GrossReceiptsOtherEvents
Charitable Contrib Other Events59421CharitableContribOtherEvents
Gross Revenue Other Events2764GrossRevenueOtherEvents
Rent Facility Costs Other Events752RentFacilityCostsOtherEvents
Food And Beverage Other Events1982FoodAndBeverageOtherEvents
Other Direct Expenses Other Events2943OtherDirectExpensesOtherEvents
Gross Receipts Total332759GrossReceiptsTotal
Charitable Contributions Total122021CharitableContributionsTotal
Gross Revenue Total Events210738GrossRevenueTotalEvents
Non Cash Prizes Total Events4103NonCashPrizesTotalEvents
Rent Facility Costs Total Events13395RentFacilityCostsTotalEvents
Food And Beverage Total Events15719FoodAndBeverageTotalEvents
Entertainment Total Events742EntertainmentTotalEvents
Other Direct Expenses Total Events19050OtherDirectExpensesTotalEvents
Direct Expense Summary Events53009DirectExpenseSummaryEvents
Net Income Summary157729NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (17 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
Roundabout Theatre Company
231 West 39th Street Suite 1200New YorkNY10018136192346501(c)320000Distribution from donor advised fund
The Arts Council of Southern Finger Lakes
32 West Market StreetCorningNY14830160999315501(c)310000Distribution from donor advised fund
Wellesley College
106 Central StreetWellesleyMA02481042103637501(c)345762Distribution from donor advised fund
Eastern College Athletics Conference
1311 Craigville Beach RoadCentervilleMA02632043524094501(c)39091Distribution from donor advised fund
Albert Schweitzer Fellowship
330 Brookline AvenueBostonMA02215131982786501(c)315000Charitable Contribution
Howard Center Inc
208 Flynn Ave Suite 3JBurlingtonVT05401030179433501(c)310000Charitable Contribution
Independence Regional Health Center
1509 W Truman RoadIndependenceMO64050431828924501(c)310000Charitable Contribution
NAMI of Illinois
218 West LawrenceSpringfieldIL62704363305804501(c)35000Charitable Contribution
Locust Street Resource Center
320 S Locust StreetCarlinvilleIL62626370983795501(c)310000Charitable Contribution
NAMI Kentucky Inc
808 Monticello StreetSomersetKY42501611140329501(c)35000Charitable Contribution
Collaborative Support Programs of NJ Inc
11 Spring StreetFreeholdNJ07728222589018501(c)310000Charitable Contribution
Klamath Behavioral Health & wellness
3314 Vandenberg RoadKlamath FallsOR97601936002301501(c)310000Charitable Contribution
Upper Valley Haven
713 Hartford AvenueWhite River JctVT05001030277908501(c)35500Charitable Contribution
The Frost Place
Ridge Road Box 74Franconia NotchNH03580264497702501(c)36000Charitable Contribution
Black Alumni of Dartmouth Asociation
37 Dewey Field Road Suite 6015HanoverNH03755043391634501(c)36747Charitable Contribution
New York Landmarks Conservancy
Whitehall St FL 21New YorkNY10004237181785501(c)310000Charitable Contribution
Haldeman Family Foundation
2929 Arch StreetPhiladelphiaPA19104352218296501(c)35000Charitable Contribution
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants17TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistance
Scholarships/Tuition Remission406542332120900194FMVStudent Scholarships/tuition remission and employee tuition reimbursement
Fellowships915111847944738FMVStudent Fellowships/Employment
Internships56011331930FMVStudent Paid Internships
Health Insurance Subsidy7321561132FMVSubsidize health insurance cost for graduate students
Prizes and Awards54333516370674FMVAchievement recognition awards to individual students

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierProcedure for Monitoring Grants in the U.S.:Identifier
Return ReferencePart I, Line 2:ReturnReference
ExplanationSchedule I, Part I, Line 2: Grants distributed by Dartmouth consist primarily of scholarships, fellowships and related support given to Dartmouth students. Scholarships are awarded based on the financial need of the student. Scholarship applications are reviewed by a financial aid officer. Financial aid officers are expected to recuse themselves from any case in which they either have a personal interest or feel they cannot be impartial. A random sampling of cases read by each undergraduate financial aid officer is reviewed by the Associate and Senior Associate Directors to ensure compliance with federal regulations, adherence to Dartmouth policies, consistency in results and accuracy. Scholarships are credited to an individual student's account through the Banner Student Information system after the student has enrolled for the term (these credits are included in "non-cash assistance" in Part III above) Scholarship funds are withdrawn if the student ceases to be enrolled. Fellowships are granted in support of a student's educational or research endeavors. All educational and research work is monitored by Dartmouth faculty.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelXFirstClassOrCharterTravel
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Club Dues Or FeesXClubDuesOrFees
Personal ServicesXPersonalServices
Written Policy Re T And E Expenses0WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments1AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (22 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
Carol Folt
Interim President (began 7/1/12)64289400075600225000267880699742000
Michael Wagner
Interim CFO (began 10/1/12)258526000360225000119550293017000
Steven Kadish
EVP & CFO (through 9/30/12)46942300026784022500045400523247000
Martin Wybourne
Interim Provost (began 7/1/12)37693600036022500049000404372000
Robert Donin
General Counsel4398100005976022500017940470080000
Ann Keith
Interim Senior VP for Advancement25691800011590225000148880295465000
Michael Mastanduno
Dean of Faculty35574100050810225000149580398280000
Myron McCoo
VP & Chief Human Resources Officer268563000274017500052450291582000
Pamela Peedin
Chief Investment Officer4600320562500075602550001205601060844000
Linda Snyder
VP Campus Planning (through 9/30/12)22247600014661019994032460260377000
Wiley Souba
Dean, Geisel School of Med783320000450360600000114100899766000
Paul Argenti
Professor of Corporate Communication73373600047860174530201830776158000
Pino Audia
Professor of Management & Organizati58979300017460215660145420627647000
Paul Danos
Dean,Tuck School of Business737466000238460225000103430794155000
Sydney Finkelstein
Professor of Management62872900026580225000130140666901000
Richard Freeman Jr
Chair,Department of Surgery700152000500225000114100734112000
Jim Yong Kim
President (through 6/30/12)51192702000000175120225000265600778499000
James Wright
Professor & Former Preside51397900028572022500092910574342000
Adam Keller
TDI Chief of Strategy, Fmr32236200070930250000115390365994000
Barry Scherr
Professor & Former Provost323673000138650250000110040373542000
William Green
Professor & Former Dean, G34082300036022500012420364601000
Carolyn Pelzel
Former Sr VP for Advancement353350000146992022500039710526813000

Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)

Return ReferenceReturnReferenceExplanationExplanation
Part I, Line 1aFirst-class travel Dartmouth travel policy allows for first or business class air travel for business purposes in limited circumstances. Consistent with this policy, on infrequent occasions senior officers flew first class with the President's approval. The lack of a major commercial airport within 80 miles of Dartmouth requires use of charter air travel to fulfill the business travel requirements of the President. For this reason, the President had access for business purposes to charter flight service, the cost of which was fully defrayed by private donations designated for this purpose. Tax indemnification and gross-up payments During calendar 2012, Dartmouth elected to pay the tax obligations that arose from certain compensation transactions for one individual. This payment was treated as taxable compensation. Housing Allowance or residence for personal use Dartmouth provided housing for the President. This arrangement was for Dartmouth's convenience and a condition of employment and therefore were not taxable to the individual. Dartmouth provided housing to the Dean of the Geisel School of Medicine. The value of the housing was reported as taxable income. Personal Services Darmouth provided housekeeping services for cleaning and maintaining the President's house. The value of services provided for personal living space was recognized as imputed income to the President. Health or Social Club Dues Dartmouth provided the President with passes to the Dartmouth Skiway. The value of these items was recognized as imputed income to the President.
Part I, Line 1bPolicy regarding payments received in 1a Dartmouth followed guidance set forth in the tax regulations relevant to the items listed in Line 1a, but did not have a separate written document in fiscal 2013.
Part I, Line 4bParticipate in or receive payments from Nonqualified Retirement Plans Dartmouth provided the former President with a nonqualified 457(f) supplemental retirement plan. The Plan provided for annual credits to the plan subject to vesting requirements based on continuation of employment through set dates. Because the former President terminated employment without meeting the vesting requirements, the amount which was credited and reported as a retirement plan contribution on the FY 2011 Form 990 was forfeited.
Part I, Line 7Jim Yong Kim, Former President, received a $200,000 performance bonus during calendar 2012. Pamela Peedin, Chief Investment Officer, received incentive compensation of $562,500 during calendar 2012. Carolyn Pelzel, Former Senior VP for Advancement received a supplemental payment of $106,315 during calendar 2012.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Bond ReferenceBondReferenceCdIssuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
New Hampshire Health & Educ Facilities Authority
A020279866644614FP92003-03-12113250000Refund 6-1-93 issue000
New Hampshire Health & Educ Facilities Authority
B020279866644614RV32007-04-0590000000Refund 3-6-97 & 11-13-97 issues, issue costs, capital renovations000
New Hampshire Health & Educ Facilities Authority
C020279866644614RV32007-04-0590000000Issue cost, new construction, capital renovations, equipment000
New Hampshire Health & Educ Facilities Authority
D020279866644614YG82009-06-18207389690Refund 12-17-98 & 12-1-99 issues, issue cost, new constr, cap renov000

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Bond ReferenceBondReferenceCdAmount RetiredAmountRetiredTotal ProceedsTotalProceedsIssuance Costs From ProceedsIssuanceCostsFromProceedsCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaindCapitalized InterestCapitalizedInterestCapital ExpendituresCapitalExpendituresYear Of Subst CompletionYearOfSubstCompletion
A29550000112500011250001011
B245000309906417688101117598629053902009
C150000009343768247142900113437682895285712009
D164890998104239310111524731636961322012

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsBond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTestChange In Use Bond Financed PropChangeInUseBondFinancedPropNon Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrsPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersTotal Private Business UseTotalPrivateBusinessUsePercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI
A0000001
B00000010.008900.00890
C01000010.006600.00660
D01000010.006400.006800.00040

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledRebate Not Due YetRebateNotDueYetException To RebateExceptionToRebateNo Rebate DueNoRebateDueVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedWritten Proc To Monitor ReqsWrittenProcToMonitorReqsBusiness Name Line2NameOfHedgeProvider/BusinessNameLine2Term Of HedgeTermOfHedgeSuperintegrated HedgeSuperintegratedHedgeHedge TerminatedHedgeTerminated
(no name)
A001010001
Wells
B111001Fargo&Barclays Bank20.00000000000000
Wells
C111001Fargo&Barclays Bank21.00000000000000
(no name)
D000100001

Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)

Bond ReferenceBondReferenceCdProc To Undertk Corrective ActionProcToUndertkCorrectiveAction
A1
B1
C1
D1

Form990 Schedule K Part VI Form990ScheduleKPartVI (7 entries)

ExplanationExplanation
Part II, line 3, col A: The difference between issue price and total proceeds = ($112,125,000) to refinance prior issue.
Part II, line 3 col B: The difference between issue price and total proceeds equals the sum of ($87,076,922) to refinance prior issues and $175,986 of investment income.
Part II, line 3, col C: The difference between issue price and total proceeds equals $3,437,682 of investment income.
Part II, line 3, col D: The difference between issue price and total proceeds equals the sum of ($42,651,166) to refinance prior issues and $152,473 of investment income.
Part IV, line 4c, col B & C: $32M hedge with Wells Fargo Bank, NA, interest paid monthly at 3.774% and interest received at 72% of 1 month LIBOR, effective 6-1-07, maturity 6-1-27.
Part IV, line 4c, col B & C: $53M hedged with Barclays Bank PLC, interest paid monthly at 3.777%, interest received at 72% of 1 month LIBOR, effective 6-1-07, maturity 6-1-28.
Part IV, line 2c, col D: Arbitrage rebate calculation was prepared on November 8, 2013. The computation period was June 19, 2009 through June 18, 2013.

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (31 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
Bain Capital Fund VII LP
Dartmouth Trustee Spouse and Bain Capital Managing Director107760Capital Distribution0
Bain Capital Fund VIII LP
Dartmouth Trustee Spouse and Bain Capital Managing Director3067045Capital Distribution0
Bain Capital Fund IX LP
Dartmouth Trustee Spouse and Bain Capital Managing Director2736835Capital Distribution0
Bain Capital Fund X LP
Dartmouth Trustee Spouse and Bain Capital Managing Director2362501Capital Contribution0
Bain Capital Fund X LP
Dartmouth Trustee Spouse and Bain Capital Managing Director674560Capital Distribution0
Bain Capital Asia Fund LP
Dartmouth Trustee Spouse and Bain Capital Managing Director45000Capital Contribution0
Bain Capital Asia Fund LP
Dartmouth Trustee Spouse and Bain Capital Managing Director359038Capital Distribution0
Bain Capital Asia Fund II LP
Dartmouth Trustee Spouse and Bain Capital Managing Director2812500Capital Contribution0
Bain Capital Europe Fund III LP
Dartmouth Trustee Spouse and Bain Capital Managing Director2616530Capital Contribution0
Greylock XI LP
Dartmouth Trustee and Greylock Executive Officer10249339Capital Distribution0
Greylock XII LP
Dartmouth Trustee and Greylock Executive Officer1000000Capital Contribution0
Greylock XII LP
Dartmouth Trustee and Greylock Executive Officer16051411Capital Distribution0
Greylock XIII LP
Dartmouth Trustee and Greylock Executive Officer3476000Capital Contribution0
Greylock XIII LP
Dartmouth Trustee and Greylock Executive Officer1685511Capital Distribution0
Lone Cedar
Dartmouth Trustee and Lone Pine Managing Director7369000Capital Distribution0
Lone Pinon LP
Dartmouth Trustee and Lone Pine Managing Director3574000Capital Distribution0
Sankaty Credit Opportunities II LLC
Dartmouth Trustee Spouse and Managing Director of parent company (Bain Cap)4231331Capital Distribution0
Sankaty Credit Opportunities III LLC
Dartmouth Trustee Spouse and Managing Director of parent company (Bain Cap)3058134Capital Distribution0
TCV VI LP
Dartmouth Trustee and TCV General Partner214000Capital Contribution0
TCV VI LP
Dartmouth Trustee and TCV General Partner2624033Capital Distribution0
TCV VII(A) LP
Dartmouth Trustee and TCV General Partner3330000Capital Contribution0
TCV VII(A) LP
Dartmouth Trustee and TCV General Partner2190003Capital Distribution0
TPG VI
Dartmouth Trustee and TPG Founding Partner925700Capital Contribution0
TPG VI
Dartmouth Trustee and TPG Founding Partner663317Capital Distribution0
Garelick Farms
Dartmouth Trustee and Chairman of Dean Foods Co.193177Payments for products purchased in the ordinary course of business0
General Electric
Dartmouth Trustee and Chairman of General Electric964803Payments to subrecipient of sponsored project in the ordinary course of business0
Kathy Green
Spouse of Former Key Employee53999Calendar 2012 employee compensation0
Steven Kadish
Spouse of Key Employee523247Calendar 2012 compensation as an employee0
David Peart
Spouse of Officer181747Calendar 2012 compensation as an employee0
Linda Snyder
Spouse of Officer260377Calendar 2012 employee compensation0
Mary Donin
Spouse of Key Employee43988Calendar 2012 employee compensation0

Form990 Schedule L Part V Form990ScheduleLPartV

FieldValueIRS element (for citing)
ExplanationIn calendar 2012 Dr. Younsook Lim, an employee of Dartmouth Hitchcock Clinic (DHC) provided services to the Dartmouth Institute for Health Policy and Clinical Practice, a department of Dartmouth College. Dartmouth College reimbursed DHC $50,107 for Dr. Lim's services. Dr. Lim is the spouse of a former Dartmouth Officer.Explanation

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions44NumberOfContributions
Noncash Contribs Rptd F99058NoncashContribsRptdF990
Method Of Determining Revenues$1 per allocationMethodOfDeterminingRevenues

Books And Publications BooksAndPublications

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F9905NoncashContribsRptdF990
Method Of Determining Revenues$1 per allocationMethodOfDeterminingRevenues

Clothing And Household Goods ClothingAndHouseholdGoods

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F9902NoncashContribsRptdF990
Method Of Determining Revenues$1 per allocationMethodOfDeterminingRevenues

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions752NumberOfContributions
Noncash Contribs Rptd F99045236429NoncashContribsRptdF990
Method Of Determining Revenuesmarket valueMethodOfDeterminingRevenues

Securities Closely Held Stock SecuritiesCloselyHeldStock

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F99069000NoncashContribsRptdF990
Method Of Determining Revenuesmarket valueMethodOfDeterminingRevenues

Securities Miscellaneous SecuritiesMiscellaneous

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F9901NoncashContribsRptdF990
Method Of Determining Revenues$1 per allocationMethodOfDeterminingRevenues

Collectibles Collectibles

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F9902NoncashContribsRptdF990
Method Of Determining Revenues$1 per allocationMethodOfDeterminingRevenues

Food Inventory FoodInventory

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F9901NoncashContribsRptdF990
Method Of Determining Revenues$1 per allocationMethodOfDeterminingRevenues

Scientific Specimens ScientificSpecimens

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F9901NoncashContribsRptdF990
Method Of Determining Revenues$1 per allocationMethodOfDeterminingRevenues

Archaeological Artifacts ArchaeologicalArtifacts

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F9903NoncashContribsRptdF990
Method Of Determining Revenues$1 per allocationMethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)

Non Cash CheckboxNonCashCheckboxDescriptionDescriptionNumber Of ContributionsNumberOfContributionsNoncash Contribs Rptd F990NoncashContribsRptdF990Method Of Determining RevenuesMethodOfDeterminingRevenues
XSelf-created items34$1 per allocation
XHorses and Equestrian Equipment46$1 per allocation
XSpecialized Equipment or Instruments4048$1 per allocation
XMiscellaneous2328$1 per allocation
FieldValueIRS element (for citing)
Number Of8283 Received11NumberOf8283Received
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used1ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Method for Determining Number of Contributions:Part I, Column (b):For non-securities gifts, contribution count is the number of gift receipts, which may comprise one or more items. For securities, contribution count is the number of stock gifts by sets of shares from a given company within a given gift.
Third Party Use:Part I, Line 32b:Dartmouth occasionally uses third parties, including auction houses, to sell specialized items such as jewelry and art.
Non Reporting of Revenue:Part I, Line 33:Pursuant to Accounting Standards Codification 958 (ASC 958), Dartmouth does not capitalize its collections, including works of art, literary works, historical treasures and artifacts that are maintained in its museums and libraries. Non-cash contributions of this nature are, therefore, not recognized as revenue for financial statements purposes, except for a nominal value of $1 each. These collections are protected and preserved for public exhibition, education, research and the furtherance of public service. Other non-cash contributions with no readily ascertainable fair value or which are deemed immaterial are not recognized as revenue for financial statement purposes, except for a nominal value of $1 each.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
Form 990, Part VI, Section A, line 2Steven Kadish, Executive Vice President, and Linda Snyder, Vice President Campus Planning and Facilities, have a family relationship.
Form 990, Part VI, Section B, line 11The 990 review process is as follows: A draft of the completed Form 990 is sent to the Audit Committee and a draft of the sections concerning compensation is sent to the Compensation Committee. The Compensation Committee may contact management or the Audit Committee with any questions or concerns on the compensation sections. The Audit Committee then meets with senior management personnel to review the process by which the Form 990 was prepared, discuss any items of significance, and resolve any questions. The Audit Committee then votes to accept the Form 990 based on management's representations. Prior to the return being filed, a draft of the complete Form 990 is provided to the full board. At the next meeting of the Board of Trustees, the Audit Committee reports to the full Board on the results of its review.
Form 990, Part VI, Section B, line 12cCompliance with Dartmouth's institution-wide Conflict of Interest policy (www.dartmouth.edu/~osp/resources/policies/dartmouth/cofinterest.html) is required by College policy. Compliance is enforced and monitored by the Office of the General Counsel, which reviews information concerning potential conflicts solicited from approximately 350 trustees, faculty, and staff members each year. Compliance with the requirements of the Policy concerning researchers engaged in externally sponsored research is enforced and monitored by the Office of the Provost, and particularly by the Office of Sponsored Projects and the Conflict of Interest Committee of the Council on Sponsored Activities which, in accordance with federal regulations, solicit information from researchers concerning financial interests that may affect or be affected by proposed research. In addition, the Office of the General Counsel and the Investment Office enforce and monitor compliance with the Policy on Pecuniary Benefit Transactions and Related Party Investments.
Form 990, Part VI, Section B, line 15The process for determining the compensation of Dartmouth's President and other officers and key employees is as follows: (1) Comparability data are gathered by the Vice President of Human Resources from a compensation survey conducted by a nationally-known compensation consulting firm. (2)Recommendations for compensation adjustments for officers and key employees are prepared by the President, using comparability data and a review of the employee's performance. (3) The President's recommendations are presented for approval to the Compensation Committee of the Board, together with the comparability data. (4) Comparability data for the President's compensation is also presented to the Compensation Committee by the Vice President of Human Resources. The Compensation Committee approves the President's salary.
Form 990, Part VI, Section C, line 19Dartmouth makes its governing document (The Charter of Dartmouth College), conflict of interest policies and financial statements available to the public by posting these documents on its website.
Form 990, Part XI, line 9:Net unrealized change in value of non-investment items 98,263,786. Net change in split-interest agreements 11,855,242.Changes in Net Assets or Fund Balances:
Form 990 Part IV, Line 28c, Business Transactions with Interested Persons:A special and rigorous conflict-of-interest policy applies to Dartmouth investments with firms in which related parties (e.g., Trustees or non-Trustee Investment Committee members) have a financial interest. Under the New Hampshire Pecuniary Benefit Law (Revised Statutes Annotated, Chapter 7:19-a) and Dartmouth's Policy on Pecuniary Benefit Transactions and Related Party Investments, such investments are strictly regulated. Before such an investment may be made, the Investment Office must submit to the Board of Trustees an analysis (1) documenting the past performance of funds managed by the firm in question; and (2) comparing the terms of the proposed investment with the terms of other recent similar investments not involving related parties. The analysis must also document that Dartmouth's investment would not comprise more than 10% of the fund and that other institutional investors have committed to participate in the same fund. Based on this information, the proposed investment is considered first by the Investment Committee of the Board of Trustees, then by the Audit Committee, then by the full Board. In each instance, any Trustee or non-Trustee Investment Committee member associated with the firm involved in the investment must be recused from the discussion and vote. The investment may not be made unless the Investment Committee and the Board each give their approval by a two-thirds vote. Approval by the Audit Committee is also required. Approval requires a finding that the proposed investment is fair and reasonable to Dartmouth and that it is no less favorable than the terms of similar recent investments made by Dartmouth not involving related parties. In accordance with State law, a notice of the proposed investment--identifying the related party, the investment firm, and the amount of the investment--is then filed with the State Attorney General's Office and published in the local daily newspaper.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (10 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrgDirect Controlling Entity NADirectControllingEntityNALegal Domicile Foreign CountryLegalDomicileForeignCountry
Dartmouth Educational Loan Corporation
7 Lebanon St Suite 302HanoverNH03755020362923Educational LoansNH501(c)(3)Line 11a, ITrustees of Dartmouth College1
Tuck Educational Loan Corporation
7 Lebanon St Suite 302HanoverNH03755237181995Educational LoansNH501(c)(3)Line 11a, ITrustees of Dartmouth College1
Centerra Marketplace Inc
7 Lebanon St Suite 302HanoverNH03755043369425Real Estate HoldingNH501(c)(25)Trustees of Dartmouth College1
Seven Lebanon Street Inc
7 Lebanon St Suite 302HanoverNH03755020514301Real Estate HoldingNH501(c)(25)Trustees of Dartmouth College1
South Street Downtown Holdings Inc
7 Lebanon St Suite 302HanoverNH03755020518373Real Estate HoldingNH501(c)(25)Trustees of Dartmouth College1
Foundation for Jewish Life at Dartmouth
7 Lebanon St Suite 302HanoverNH03755020486238Real Estate HoldingNH501(c)(2)Trustees of Dartmouth College1
Hamden Assurance Risk Retention Group Inc
30 Main Street Suite 330BurlingtonVT05401208530788InsuranceVT501(c)(3)Line 11a, I0N/A
Dartmouth College Trust
7 Lebanon St Suite 302HanoverNH03755FundraisingTrustees of Dartmouth College1UK
The Dartmouth Educational Association
111 Huntington AvenueBostonMA021997165046045227Supporting OrganizationMA501(c)(3)Line 11c, III-FI0N/A
Dartmouth-Hitchcock Medical Center
One Medical Center DriveLebanonNH037560001222715483Supporting OrganizationNH501(c)(3)Line 11a, I0N/A

Form990 Schedule R Part III Form990ScheduleRPartIII (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAPredominant Income TypePredominantIncomeTypeShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsDisproportionate AllocationsDisproportionateAllocationsGeneral Or Managing PartnerGeneralOrManagingPartnerPercentage OwnershipPercentageOwnership
Northaven Capital Partners LP
237 Park Avenue 9th FloorNew YorkNY10017205997852Real Estate InvestmentNYN/ARelated11712597141711000.93500
RP Realty Partners Retail Entrepreneurial Fund III-B LP
9601 Wilshire Blvd Suite 260Beverly HillsCA90210261340426Real Estate InvestmentCAN/ARelated-14105779322601000.99990
Sarofim Multifamily Partners II LP
8115 Preston Rd Suite 400DallasTX75225208782507Real Estate InvestmentTXN/ARelated46932288769973000.50130

Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)

Primary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityControlled OrgControlledOrg
Charitable Remainder Unitrusts (90)
Fundraising/DevelopmentNHTrustees of Dartmouth CollegeT0
Pooled Income Funds (4)
Fundraising/DevelopmentNHTrustees of Dartmouth CollegeT0
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs1RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org1OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (18 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
Dartmouth Educational Loan Corporation
R1237114Cost
Dartmouth Educational Loan Corporation
L-142333Cost
Dartmouth Educational Loan Corporation
Q-199980Cost
Foundation for Jewish Life at Dartmouth
L-85067Cost
Foundation for Jewish Life at Dartmouth
C-58748Cost
Foundation for Jewish Life at Dartmouth
B155123Cost
Seven Lebanon Street Inc
K1240918Cost
Seven Lebanon Street Inc
S-270000Cost
Seven Lebanon Street Inc
L-79780Cost
South Street Downtown Holdings Inc
L-131694Cost
South Street Downtown Holdings Inc
K83013Cost
South Street Downtown Holdings Inc
S-630000Cost
Centerra Marketplace Inc
S-270000Cost
Tuck Educational Loan Corporation
S-1529000Cost
RP Realty Partners Retail Entrepreneurial Fund III-B LP
R9862623Cost
Sarofim Multifamily Partners II LP
R924561Cost
Charitable Remainder Trusts(3)
S-1571721Cost
Dartmouth Trust
S-142476Cost

Form990 Schedule R Part VII Form990ScheduleRPartVII

FieldValueIRS element (for citing)
Return ReferencePart IV, Charitable Remainder Trusts and Pooled Income FundsReturnReference
ExplanationDartmouth College controls a total of 90 Charitable Remainder Trusts and 4 Pooled Income Funds, all domiciled in the State of New Hampshire.Explanation

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