2013-05-15T09:26:45-05:00 2012-06-30 MALONEY NOVOTNY LLC 1111 SUPERIOR AVENUE SUITE 700 CLEVELAND OH 44114 990 2011-07-01 042103637 WELLESLEY COLLEGE % ANDREW EVANS WELL 7812832258 106 CENTRAL STREET WELLESLEY MA 024818203 H KIM BOTTOMLY 2013-05-07 true 2163630100 2011 2016-02-24 21:20:13Z H KIM BOTTOMLY 106 CENTRAL STREET WELLESLEY MA 024818203 537967766 false X WWW.WELLESLEY.EDU X 1870 MA WELLESLEY PROVIDES A SUPERIOR 4-YEAR LIBERAL ARTS EDUCATION FOR WOMEN IN A TOTAL LEARNING ENVIRONMENT THAT PREPARES OUR GRADUATES FOR LEADERSHIP AND TEAM BUILDING ROLES AROUND THE WORLD. 33 33 3138 0 2495036 -709038 44556094 45172179 123407761 124138302 69253305 93499373 11562053 10774869 248779213 273584723 48945572 48533167 0 0 111988017 122104278 0 0 11194896 73438367 108669018 234371956 279306463 14407257 -5721740 2011093554 2046260208 262217600 386815693 1748875954 1659444515 WELLESLEY PROVIDES A SUPERIOR 4-YEAR LIBERAL ARTS EDUCATION FOR WOMEN IN A TOTAL LEARNING ENVIRONMENT THAT PREPARES OUR GRADUATES FOR LEADERSHIP AND TEAM BUILDING ROLES AROUND THE WORLD. false false 189085408 0 119742686 OUTSTANDING EDUCATION: OUR PRIORITY IS ENSURING THAT OUR EXCELLENT LIBERAL ARTS CURRICULUM ALSO HAS SPECIAL RELEVANCE IN TERMS OF MASTERING A BROAD RANGE OF INTELLECTUAL AND CULTURAL CONTENT TO OUR GRADUATES' POST-COLLEGE LIVES. 10654722 0 10654722 SPONSORED RESEARCH: WELLESLEY PRIDES ITSELF ON ITS COMMITMENT TO SUPPORTING THE TEACHER-SCHOLAR IDEAL, ENABLING OUR GIFTED FACULTY MEMBERS TO INTEGRATE THEIR LOVE OF WORKING CLOSELY WITH STUDENTS WITH SERIOUS PURSUIT OF THEIR WORLD-CLASS RESEARCH. 50140678 48533167 0 FINANCIAL AID ASSISTANCE: WELLESLEY HAS WORKED TO DEVELOP AND SUSTAIN AN ENVIABLE FINANCIAL AID ASSISTANCE POLICY THAT IS 100% NEED BLIND, MAKING IT POSSIBLE FOR ANY WOMAN WHO WANTS - AND IS ACADEMICALLY QUALIFIED FOR - A WELLESLEY EDUCATION WILL BE ABLE TO ATTEND. THIS POLICY ENABLES US TO OFFER THE WORLD A GREATER DIVERSITY OF UNUSUALLY WELL PREPARED CHANGE-MAKERS THAN MOST OTHER LIBERAL ARTS COLLEGES. 249880808 true true false false false false true false true true true false false true false true false true true true false true false false false false false true true true false false false false false true false false false false true true false false false true false false false false true 673 0 true 3138 true true true true FR IT MX false false false false false false false false X 33 33 false false false false false false false true true false false true true true true true true true true false MA X ANDREW EVANS 7812832258 106 CENTRAL STREET WELLESLEY MA 024818203 LAURA DAIGNAULT GATES 12.0 X 0 0 0 SIDNEY R KNAFEL 10.0 X 0 0 0 SHELLY ANAND 2.0 X 0 0 0 M AMY BATCHELOR 3.0 X 0 0 0 KENNETH G BARTELS 2.0 X 0 0 0 RUTH J CHANG 3.0 X 0 0 0 ALISON LI CHUNG 3.0 X 0 0 0 ALICIA M COONEY 2.0 X 0 0 0 DEBORA DE HOYOS 2.0 X 0 0 0 ALECIA A DECOUDREAUX 2.0 X 0 0 0 THOMAS E FAUST JR 3.0 X 0 0 0 SANDRA POLK GUTHMAN 2.0 X 0 0 0 JUDITH B HALE 2.0 X 0 0 0 DOROTHY CHAO JENKINS 2.0 X 0 0 0 LYNN DIXON JOHNSTON 3.0 X 0 0 0 WILLIAM S KAISER 2.0 X 0 0 0 KATHERINE STONE KAUFMANN 2.0 X 0 0 0 STEPHEN W KIDDER 3.0 X 0 0 0 JAMES T KLOPPENBERG 2.0 X 0 0 0 ELLEN GOLDBERG LUGER 3.0 X 0 0 0 LAURA R MALKIN 3.0 X 0 0 0 ELLEN R MARRAM 2.0 X 0 0 0 PAMELA A MELROY 3.0 X 0 0 0 IOANNIS MIAOULIS 2.0 X 0 0 0 NAMI PARK 2.0 X 0 0 0 BETH K PFEIFFER 2.0 X 0 0 0 ELIZABETH STRAUSS PFORZHEIMER 2.0 X 0 0 0 SUSAN WAGNER 2.0 X 0 0 0 LINDA WERTHEIMER 3.0 X 0 0 0 MARY H WHITE 2.0 X 0 0 0 PATRICIA J WILLIAMS 2.0 X 0 0 0 BUNNY WINTER 3.0 X 0 0 0 KAREN GENTLEMAN 2.0 X 0 0 0 H KIM BOTTOMLY 70.0 X 430044 0 109547 ANDREW B EVANS 60.0 X 302329 0 46841 DEBORAH F KUENSTNER 60.0 X 457498 0 31740 CAMERAN M MASON 60.0 X 264130 0 51085 ANDREW SHENNAN 60.0 X 536944 0 120854 KATHLEEN R BROWNE 60.0 X 288066 0 37928 DEBRA S DEMEIS 60.0 X 182833 0 67414 JENNIFER C DESJARLAIS 60.0 X 170180 0 27427 RICHARD G FRENCH 60.0 X 230687 0 47289 KATHRYN LYNCH 60.0 X 200494 0 50828 DONNA NG 60.0 X 206806 0 67048 RAY OQUENDO 60.0 X 289560 0 49170 LOUIS E SOUSA 60.0 X 298634 0 46200 GANESAN RAVISHANKER 60.0 X 261057 0 32004 SUSAN BAILEY 60.0 X 260946 0 4717 KATHRYN OSMOND 60.0 X 244546 0 18825 SANDRA ROBERTS 60.0 X 211191 0 12637 FRANK BIDART 35.0 X 202786 0 23666 5038731 0 845220 18 false true false MENDERS TORREY SPENCER 57 RIVER STREET WELLESLEY MA 02481 SECONDARY LEGAL FEES 179975 ASTON CONTRACTING 39 PROSPECT STREET SHREBORN MA 01770 CONSULTING SVCS. 504132 ROPES GRAY ONE INTERNATIONAL PLACE BOSTON MA 02110 LEGAL FEES 447519 BOGLE INVESTMENT MANAGEMENT 123 N WASHINGTON STREET BOSTON MA 02114 INVEST.MGMT.FEES 344840 HOLLAND AND KNIGHT 10 ST JAMES AVENUE BOSTON MA 02116 LEGAL FEES 249421 5 4147848 41024331 2891950 45172179 STUDENT TUITION AND FEES 900099 96701809 96701809 STUDENT ROOM AND BOARD 900099 27436493 27436493 124138302 9887083 -2023060 11910143 2333 2333 0 347993000 264383043 83609957 83609957 83609957 0 0 0 WELLESLEY COLLEGE CLUB 722100 3540376 1774731 1765645 LOSS ON EARLY EXTING.OF DEBT 900099 -2430402 -2430402 AUXILIARY ENTERPRISES 900099 8647579 6734180 1913399 1017316 178264 839052 10774869 273584723 130397408 2495036 95520100 0 43260527 43260527 5272640 5272640 0 3858205 3374249 284057 199899 0 88213135 77448787 6296681 4467667 10950909 9577277 806250 567382 12869310 8880215 2311470 1677625 6212719 5433423 457406 321890 6331110 5523007 60589 747514 369910 54793 310117 5000 208728 208728 0 0 500470 500470 10380112 8967030 262257 1150825 0 6582009 6173690 163978 244341 608137 576700 16749 14688 0 6274069 5768443 286676 218950 4005611 3432727 387272 185612 0 1175352 923320 175028 77004 17538371 17538371 0 15958734 13506675 2033621 418438 1038711 1018564 9474 10673 EQUIPMENT RENTAL 5633172 4895969 702356 34847 STUDY AWAY EXPENSES 3357980 3357980 PRINTING & PUBLICATIONS 1440350 1193624 35779 210947 POSTAGE & SHIPPING 707757 489622 67 218068 26558435 23213175 2921734 423526 279306463 249880808 18230759 11194896 38663208 40540541 4230401 57591087 48999242 50311935 773810 876070 1281528 1255575 0 0 8748496 7359527 683889 711076 3684515 2457662 496040420 196336825 307559725 299703595 863772000 723543000 731479740 860947140 0 0 0 0 1217000 963000 2011093554 2046260208 61893520 87136038 3666366 5233408 4474213 3760907 140546794 142674665 0 0 0 0 7174000 106345000 0 0 44462707 41665675 262217600 386815693 X 604701637 547239507 710207327 668932137 433966990 443272871 1748875954 1659444515 2011093554 2046260208 X -5721740 -83709699 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X false 1523683354 16215989 7076035 78392966 1468582412 1330243938 13374149 259172062 79106795 1523683354 1287284484 13163000 116408889 86612435 1330243938 1629447388 9049117 -270013057 81198964 1287284484 0.32900 0.28800 0.38300 false false 42987809 42987809 439022672 191034562 247988110 8395345 5302263 3093082 5634594 5634594 299703595 VENTURE CAPITAL 202743000 F BUYOUT FUNDS 52588000 F DISTRESSED SECURITIES 35752000 F REAL ESTATE 110368000 F NATURAL RESOURCES 97297000 F TIMBERLAND 34163000 F SEMI MARKETABLE 257645000 F MISCELLANEOUS OTHER 24825140 F RESTRICTED CONSTRUCTION FUNDS 45566000 F 860947140 0 LIAB.UNDER SECURITIES LENDING TRANS. 963000 GOVERNMENT LOAN ADVANCES 4568996 ANNUITIES AND UNITRUSTS PAYABLE 36133679 41665675 273584723 279306463 -5721740 -83709699 -83709699 -89431439 108003000 -83709699 -30789371 -114499070 222502070 3193653 47889000 51082653 273584723 197434000 -30789371 -30789371 228223371 3193653 47889439 51083092 279306463 FINANCIAL STATEMENT FOOTNOTE REGARDING ART COLLECTION, PART III, LINE 1A: WELLESLEY COLLEGE DOES NOT REPORT AS REVENUE ANY GIFTS FOR WORKS OF ART. IN ADDITION, THE COLLEGE DOES NOT CAPITALIZE WORKS OF ART AS ASSETS ON ITS BALANCE SHEET. THIS TREATMENT IS PERMITTED UNDER SFAS 116. THE COLLEGE'S AUDITED FINANCIAL STATEMENTS DO NOT CONTAIN A FOOTNOTE REGARDING WORKS OF ART, HISTORICAL TREASURES, OR OTHER SIMILAR ASSETS HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE. DESCRIPTION OF ORGANIZATION'S COLLECTIONS, PART III, LINE 4: THE DAVIS MUSEUM AND CULTURAL CENTER HAS A PERMANENT COLLECTION OF APPROXIMATELY 10,000 OBJECTS DATING FROM ANCIENT TIMES TO PRESENT DAY. INCLUDED ARE PAINTINGS, SCULPTURE, DECORATIVE OBJECTS, AND WORKS ON PAPER REPRESENTING THE CREATIVE GENIUS OF CULTURES AROUND THE WORLD. THE COLLECTION OF THE MUSEUM SERVES AS A VALUED TEACHING RESOURCE FOR STUDENTS AND FACULTY IN MANY OF THE DISCIPLINES REPRESENTED AT WELLESLEY COLLEGE. PROFESSORS FREQUENTLY MAKE ASSIGNMENTS THAT REQUIRE STUDENTS TO VISIT THE MUSEUM TO VIEW A WORK OF ART IN THE GALLERIES. THE MUSEUM ALSO MAKES WORKS FROM THE COLLECTION AVAILABLE FOR EXAMINATION IN CLASS MEETINGS HELD AT THE MUSEUM. IN EACH OF THESE EXAMPLES, THE STUDENTS' ENCOUNTER WITH THE ORIGINAL ART WORK, NOT A REPRODUCTION, IS FUNDAMENTAL. IN ADDITION TO THESE MORE FORMAL LEARNING EXPERIENCES, THE DAVIS COLLECTION ALSO PLAYS A CENTRAL ROLE IN THE COLLEGE'S EFFORTS TO RAISE IN ITS STUDENTS AN AWARENESS OF RICHNESS AND BREADTH OF HUMAN CREATIVITY AND A RESPECT FOR ITS DIVERSITY. INTENDED USES OF ENDOWMENT FUNDS, PART V, LINE 4: WELLESLEY COLLEGE'S ENDOWED FUNDS ARE USED TO SUPPORT CRITICAL ACADEMIC PROGRAMS OF THE COLLEGE AND FINANCIAL AID TO STUDENTS. OTHER CHANGES IN REVENUE, PART XII, LINE 2D: MINIMUM PENSION LIABILITY: ($13,863,000); NET LOSS ON INTEREST SWAP: ($13,085,000); GIFTS IN-KIND: ($1,410,970); LOSS ON EARLY EXTINGUISHMENT OF DEBT: ($2,430,401); TOTAL ADJUSTMENT: ($30,789,371) OTHER CHANGES IN REVENUE, PART XII, LINE 4B: FINANCIAL AID EXPENSE INCLUDING PELL GRANTS: $47,889,000 OTHER CHANGES IN EXPENSES, PART XIII, LINE 2B: MINIMUM PENSION LIABILITY: ($13,863,000); NET LOSS ON INTEREST SWAP: ($13,085,000); GIFTS IN-KIND: ($1,410,970); LOSS ON EARLY EXTINGUISHMENT OF DEBT: ($2,430,401); TOTAL ADJUSTMENT: ($30,789,371) OTHER CHANGES IN EXPENSES, PART XIII, LINE 4B: FINANCIAL AID EXPENSE INCLUDING PELL GRANTS: $47,889,000 true true true true true true true false false false false false false false false true false true PUBLICATION OF RACIALLY NONDISCRIMINATORY POLICY, PART I, LINE 3: ALL COLLEGE PUBLICATIONS, INCLUDING RECRUITMENT BROCHURES AND CATALOGS, COURSE DESCRIPTION DOCUMENTS, THE COLLEGE'S WEBSITE, AND FACULTY AND STUDENT HANDBOOKS, ETC. OUTLINE THE INSTITUTION'S RACIALLY NONDISCRIMINATORY POLICY. FINANCIAL ASSISTANCE FROM A GOVERNMENTAL AGENCY, PART I, LINE 6A: WELLESLEY COLLEGE PARTICIPATES IN VARIOUS STUDENT FINANCIAL AID PROGRAMS FROM THE U.S. DEPARTMENT OF EDUCATION, INCLUDING THE FOLLOWING PROGRAMS: PELL GRANTS, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS, PERKINS LOANS, AND COLLEGE WORK STUDY PROGRAMS. Europe (Including Iceland and Greenland) 1 1 Program Services ACAD.PROG.FOR STUDENTS 1638926 Central America and the Caribbean 0 0 Program Services STUDY AWAY TUITION 128978 East Asia and the Pacific 0 0 Program Services STUDY AWAY TUITION 405621 Europe (Including Iceland and Greenland) Program Services STUFY AWAY TUITION 2236216 Middle East and North Africa 0 0 Program Services STUDY AWAY TUITION 92365 North America 0 0 Program Services STUDY AWAY TUITION 14900 South America 0 0 Program Services STUDY AWAY TUITION 89285 South Asia 0 0 Program Services STUDY AWAY TUITION 53480 Sub-Saharan Africa 0 0 Program Services STUDY AWAY TUITION 312930 North America 0 0 Program Services STUDY AWAY PROGRAM 274546 Russia and the Newly Independent States 0 0 Program Services STUDY AWAY PROGRAM 120617 Central America and the Caribbean 0 0 Investments 116418104 East Asia and the Pacific 0 0 Investments 34115467 Europe (Including Iceland and Greenland) Investments 155811535 Middle East and North Africa 0 0 Investments 13638085 North America 0 0 Investments 40237013 South Asia 0 0 Investments 60572770 1 1 1 1 426160838 426160838 INTERNSHIP Cent. America/Caribbean 14 23481 INTERNSHIP East Asia/Pacific 5 22000 INTERNSHIP Europe/Iceland/Greenland 26 130300 INTERNSHIP Middle East/North Africa 6 25500 INTERNSHIP North America 1 5000 INTERNSHIP South America 6 22017 INTERNSHIP South Asia 14 51566 INTERNSHIP Sub-Saharan Africa 20 47667 FINANCIAL AID Cent. America/Caribbean 4 174826 FINANCIAL AID East Asia/Pacific 33 1056100 FINANCIAL AID Europe/Iceland/Greenland 32 1447321 FINANCIAL AID Middle East/North Africa 5 199225 FINANCIAL AID North America 9 287988 FINANCIAL AID Russia 2 92450 FINANCIAL AID South America 1 48015 FINANCIAL AID South Asia 17 753493 FINANCIAL AID Sub-Saharan Africa 17 885691 true false true true true false MONITORING USE OF GRANTS FUNDS, PART I, LINE 2: FOR FINANCIAL AID, THE COLLEGE AWARDS AID ON A NEED BASIS AND SUCH AWARD IS CREDITED TO THE STUDENT'S ACCOUNT. IF THE STUDENT WITHDRAWS FROM WELLESLEY, THE AID IS ADJUSTED ACCORDINGLY. FOR INTERNSHIPS, THE COLLEGE IS IN CONTACT WITH THE ORGANIZATIONS PROVIDING THE INTERNSHIP TO ENSURE THAT HIGH QUALITY PROGRAMS ARE PROVIDED TO THE STUDENTS. PAYMENTS IN CONNECTION WITH A STUDY ABROAD PROGRAM ARE MADE WHILE THE STUDENT IS LIVING OUTSIDE THE UNITED STATES. HOWEVER, AT THE TIME THE PAYMENT IS MADE, THE STUDENT IS A RESIDENT OF THE UNITED STATES. true FINANCIAL AID 1268 42695427 INTERNSHIP 231 565100 MONITORING USE OF GRANT FUNDS, PART I, LINE 2: FOR FINANCIAL AID, THE COLLEGE AWARDS AID ON A NEED BASIS AND SUCH AWARD IS CREDITED TO THE STUDENT'S ACCOUNT. IF THE STUDENT WITHDRAWS FROM WELLESLEY, THE AID IS ADJUSTED ACCORDINGLY. FOR INTERNSHIPS, THE COLLEGE IS IN CONTACT WITH THE ORGANIZATIONS PROVIDING THE INTERNSHIP TO ENSURE THAT HIGH QUALITY PROGRAMS ARE PROVIDED TO THE STUDENTS. X X X true true X X X X X false false false false false true false false false H KIM BOTTOMLY 397380 0 25000 0 7664 0 30248 0 79299 0 539591 0 0 0 ANDREW B EVANS 295349 0 5000 0 1980 0 30248 0 16593 0 349170 0 0 0 DEBORAH F KUENSTNER 456380 0 0 0 1118 0 30248 0 1492 0 489238 0 0 0 CAMERAN M MASON 258765 0 5000 0 365 0 30248 0 20837 0 315215 0 0 0 ANDREW SHENNAN 506374 0 30000 0 570 0 83248 0 37606 0 657798 0 0 0 KATHLEEN R BROWNE 287635 0 0 0 431 0 30248 0 7680 0 325994 0 0 0 DEBRA S DEMEIS 181784 0 0 0 1049 0 22081 0 45333 0 250247 0 0 0 JENNIFER C DESJARLAIS 169959 0 0 0 221 0 20823 0 6604 0 197607 0 0 0 RICHARD G FRENCH 229356 0 0 0 1331 0 29066 0 18223 0 277976 0 0 0 KATHRYN LYNCH 199270 0 0 0 1224 0 24895 0 25933 0 251322 0 0 0 DONNA NG 191534 0 15000 0 272 0 26424 0 40624 0 273854 0 0 0 RAY OQUENDO 271149 0 18000 0 411 0 30248 0 18922 0 338730 0 0 0 LOUIS E SOUSA 283349 0 15000 0 285 0 30248 0 15952 0 344834 0 0 0 GANESAN RAVISHANKER 260162 0 0 0 895 0 30021 0 1983 0 293061 0 0 0 SUSAN BAILEY 260946 0 0 0 0 0 4281 0 436 0 265663 0 0 0 KATHRYN OSMOND 243959 0 0 0 587 0 10985 0 7840 0 263371 0 0 0 SANDRA ROBERTS 210551 0 0 0 640 0 9166 0 3471 0 223828 0 0 0 FRANK BIDART 198942 0 0 0 3844 0 22993 0 673 0 226452 0 0 0 BENEFITS PROVIDED, PART I, LINE 1A: WELLESLEY COLLEGE'S POLICY IS THAT THE COLLEGE WILL NOT PAY, OR WILL NOT REIMBURSE, FOR TRAVEL, MEALS, AND EXPENSES OF THE SPOUSE/PARTNER OF AN EMPLOYEE WITH THE EXCEPTION OF THE PRESIDENT. SPECIFICALLY, WHILE PERFORMING HER OFFICIAL DUTIES IN THE AREAS OF DEVELOPMENT, ALUMNAE RELATIONS, AND OTHER BUSINESS OF THE COLLEGE, THE PRESIDENT MAY BE ACCOMPANIED BY HER SPOUSE, WHO IS EXPECTED TO MAKE AN IMPORTANT CONTRIBUTION TO ACHIEVING THE PURPOSES OF THE TRAVEL OR EVENTS. IN THOSE CASES, THE COLLEGE'S POLICY IS TO AUTHORIZE THE PAYMENT OF ALL TRAVEL AND RELATED EXPENSES OF THE PRESIDENT'S SPOUSE. THE COLLEGE PROVIDES HOUSING TO CERTAIN EMPLOYEES AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE AND BENEFIT OF THE COLLEGE. THE HOUSING REQUIREMENT AS A CONDITION OF EMPLOYMENT IS DOCUMENTED IN THE EMPLOYEES' FILES. THE COLLEGE WILL NOT PAY FOR PERSONAL SERVICES WITH THE EXCEPTION OF THE PRESIDENT'S HOUSE. BECAUSE THE PRESIDENT'S HOUSE IS USED EXTENSIVELY FOR COLLEGE BUSINESS, HOUSEKEEPING SERVICES ARE PROVIDED FOR THE GENERAL SPACE. A CHEF WILL BE AT THE PRESIDENT'S HOUSE TO PROVIDE MEALS FOR BUSINESS PURPOSE FUNCTIONS. PAYMENTS CONTINGENT ON NET EARNINGS, PART I, LINE 6A: EMPLOYEES IN THE INVESTMENT OFFICE HAVE AN INCENTIVE PERFORMANCE-RELATED BONUS SYSTEM BASED ON THE INVESTMENT PERFORMANCE OF THE WELLESLEY COLLEGE ENDOWMENT. WELLESLEY COLLEGE SERIES H 042103637 57585KX86 2003-03-01 56750000 CONSTRUCTION - REFINANCING true true false WELLESLEY COLLEGE SERIES I 042103637 57586CP25 2008-01-28 57385000 CONSTRUCTION - REFINANCING false false false WELLESLEY COLLEGE SERIES J 042103637 57583UNP9 2012-04-01 49800000 CONSTRUCTION - REFINANCING false false false 0 50040000 58513991 0 0 38763929 510924 0 0 19239138 0 0 2005 false true true true 0 0 59100349 0 0 32473135 530057 0 0 8998334 0 13006273 2010 true true false true 0 0 55497618 0 0 53683508 497618 0 0 0 0 1316492 true true false false false false false 0.00000 0.00000 0.00000 true false false false true true 0.00000 0.02610 0.02610 true false false false false 0.00000 0.00000 0.00000 true false false false 0 false 0 false false false true true JP MORGAN 31.44 false false false 0 true false false false false 0 false 0 false false ADDITIONAL CUSIP NUMBERS, PART I, LINE D, COLUMN C: WELLESLEY COLLEGE SERIES K BONDS HAVE ADDITIONAL CUSIP NUMBERS AS FOLLOWS: 94948QAB6, 94948QAC4, 94948QAD2, 94948QAE0, 94948QAF7, 94948QAH3, 94948QAJ9, 94948QAK6, 94948QAP5, 94948QAQ3, 94948QAK6 ANDREW B EVANS MORTGAGE X 800000 791927 false true true ANDREW SHENNAN MORTGAGE X 598350 463648 false true true 1255575 X 57 0 N/A X 241 2505980 SELLING PRICE/FMV X PLANTS AND FLOWERS 5347 352300 FMV X PRESSBOOKS 264 29670 FMV X MACHINE 1 4000 FMV false true false USE OF THIRD PARTIES, PART I, LINE 32B: WELLESLEY COLLEGE USES A SECURITIES BROKER TO SELL ALL DONATED PUBLICLY TRADED SECURITIES. THE FEES CHARGED BY THE BROKER ARE AT FAIR MARKET VALUE. ACCOUNTING FOR WORKS OF ART, PART I, LINE 33: WELLESLEY COLLEGE DOES NOT REPORT AS REVENUE ANY GIFTS FOR WORKS OF ART. IN ADDITION, THE COLLEGE DOES NOT CAPITALIZE WORKS OF ART AS ASSETS ON ITS BALANCE SHEET. FORM 990 REVIEW, FORM 990, PART VI, SECTION B, LINE 11B: FORM 990 WAS PREPARED BY AN OUTSIDE PUBLIC ACCOUNTING FIRM AND REVIEWED BY THE COLLEGE'S FINANCE OFFICE. THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS FORM 990 AND ALL REQUIRED SCHEDULES PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990 AND ALL REQUIRED SCHEDULES ARE ALSO DISTRIBUTED TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING. MONITORING AND ENFORCEMENT OF CONFLICT POLICY, FORM 990, PART VI, SECTION B, LINE 12C: CONFLICT OF INTEREST POLICIES ARE IN PLACE FOR TRUSTEES, OFFICERS, AND ALL EMPLOYEES. TRUSTEES AND OFFICERS ARE REQUIRED TO DISCLOSE, AT LEAST AS OFTEN AS ANNUALLY AND WHEN A POTENTIAL CONFLICT ISSUE ARISES, FINANCIAL OR PERSONAL INTERESTS WHICH MAY GIVE RISE TO CONFLICTS. THE CLERK OF THE BOARD OF TRUSTEES PROVIDES AN ANNUAL REPORT TO THE TRUSTEES SUMMARIZING THE CONFLICT OR POTENTIAL CONFLICT ISSUES. AT LEAST ANNUALLY, THE TRUSTEES REVIEW THE COLLEGE'S RELATIONSHIPS WITH SIGNIFICANT VENDORS OR SERVICE PROVIDERS SERVING THE COLLEGE TO ASSURE THAT SUCH RELATIONSHIPS ARE IN THE BEST INTEREST OF THE COLLEGE AND ARE OTHERWISE CONSISTENT WITH THE TERMS OF THE CONFLICT OF INTEREST POLICY. SELECT DEPARTMENT HEADS AND OTHER EMPLOYEES ON AN ANNUAL BASIS MAKE A WRITTEN DISCLOSURE TO THE VICE PRESIDENT FOR FINANCE AND TREASURER OF REPORTABLE CONFLICTS OF INTEREST AS DEFINED IN THE CONFLICT OF INTEREST POLICY. EMPLOYEES ARE RESPONSIBLE FOR COMPLETING AND RETURNING A DISCLOSURE FORM TO THE VICE PRESIDENT FOR FINANCE AND TREASURER. THE RESPONSES MAY BE MODIFIED BY THE EMPLOYEE AT ANY TIME DURING THE YEAR IF THERE ARE CHANGES. THE VICE PRESIDENT FOR FINANCE AND TREASURER OR HIS DESIGNEE REVIEWS ALL FORMS AND TAKES ANY APPROPRIATE ACTION THAT MAY BE NECESSARY. COMPENSATION REVIEW AND APPROVAL, FORM 990, PART VI, SECTION B, LINE 15: THE COMPENSATION OF THE PRESIDENT AND OTHER OFFICERS OF THE COLLEGE IS DETERMINED BY THE COMPENSATION COMMITTEE, A SUBCOMMITTEE OF THE BOARD OF TRUSTEES. THE COMPENSATION COMMITTEE USES VARIOUS COMPARABILITY DATA FROM AN INDEPENDENT COMPENSATION CONSULTANT AS WELL AS OTHER MARKET SURVEYS. KEY EMPLOYEES ARE COMPENSATED BASED UPON THE GUIDELINES THE COLLEGE HAS FOR ADMINISTRATIVE AND FACULTY EMPLOYEES. THESE GUIDELINES INCLUDE REVIEW OF THE MARKET BY LOOKING AT SALARIES FOR COMPARABLE POSITIONS AND A MERIT PROGRAM BASED ON PERFORMANCE. COMPENSATION DECISIONS ARE MADE BY PERSONS WHO ARE INDEPENDENT OF THE EMPLOYEES FOR WHOM THE COMPENSATION IS BEING DETERMINED. AVAILABILITY OF DOCUMENTS, FORM 990, PART VI, SECTION C, LINE 19: A COPY OF THE BUSINESS CONDUCT POLICY WHICH INCLUDES THE CONFLICT OF INTEREST POLICY IS GIVEN TO ALL NEW EMPLOYEES UPON HIRE. BOTH THE BUSINESS CONDUCT POLICY AND THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE COLLEGE'S WEBSITE. THE COLLEGE'S ORGANIZING DOCUMENTS ARE AVAILABLE UPON REQUEST. OTHER CHANGES IN NET ASSETS, FORM 990, PART XI, LINE 5: UNREALIZED LOSS ON INVESTMENTS: ($83,709,699) WELLESLEY COLLEGE ALUMNAE ASSOCIATION 106 CENTRAL STREET WELLESLEY MA 02481 042105817 ALUMNAE ASSOC MA 501(c)(3) 11C NA false WB DAYCARE INC 106 CENTRAL STREET WELLESLEY MA 02481 042982305 SUPP.DAYCARE MA 501(c)(3) 5 NA false false false false false false false false false false false false false true false false false false false WELLESLEY COLLEGE ALUMNAE ASSOCIATION M 68094 FMV WB DAYCARE INC M 207545 FMV