BOWDOIN COLLEGE: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
BOWDOIN COLLEGE (EIN 01-0215213)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-05-15
IRS object ID
201331359349302338
Schema version
2011v1.5
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)
Timestamp2013-05-15T09:49:36-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1One Financial PlazaAddressLine1
CityHartfordCity
StateCTState
ZIP Code061032608ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN010215213EIN

Name Name

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

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameMATTHEW ORLANDOName
TitleCONTROLLERTitle
Date Signed2013-05-13DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone8605223200Phone
Date Prepared2013-04-29DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

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

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line15400 COLLEGE STATIONAddressLine1
CityBRUNSWICKCity
StateMEState
ZIP Code040118445ZIPCode
FieldValueIRS element (for citing)
Gross Receipts452425000GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.BOWDOIN.EDUWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1794YearFormation
State Legal DomicileMEStateLegalDomicile
Activity Or Mission DescriptionFOUR-YEAR PRIVATE UNDERGRADUATE LIBERAL ARTS COLLEGEActivityOrMissionDescription
Nbr Voting Members Governing Body46NbrVotingMembersGoverningBody
Nbr Independent Voting Members45NbrIndependentVotingMembers
Total Nbr Employees2899TotalNbrEmployees
Total Nbr Volunteers534TotalNbrVolunteers
Total Gross UBI-671000TotalGrossUBI
Net Unrelated Business Txbl Income-1759699NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year28543000ContributionsGrantsPriorYear
Contributions Grants Current Year27455000ContributionsGrantsCurrentYear
Program Service Revenue Prior Year99633000ProgramServiceRevenuePriorYear
Program Service Revenue CY103186000ProgramServiceRevenueCY
Investment Income Prior Year52805000InvestmentIncomePriorYear
Investment Income Current Year41362000InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year5000OtherRevenueCurrentYear
Total Revenue Prior Year180981000TotalRevenuePriorYear
Total Revenue Current Year172008000TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year27988000GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY29651000GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year78022000SalariesEtcPriorYear
Salaries Etc Current Year81385000SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year81000TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY66000TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year5967000TotalFundrsngExpCurrentYear
Other Expense Prior Year50765000OtherExpensePriorYear
Other Expenses Current Year50926000OtherExpensesCurrentYear
Total Expenses Prior Year156856000TotalExpensesPriorYear
Total Expenses Current Year162028000TotalExpensesCurrentYear
Revenues Less Expenses Prior Year24125000RevenuesLessExpensesPriorYear
Revenues Less Expenses CY9980000RevenuesLessExpensesCY
Total Assets BOY1294173000TotalAssetsBOY
Total Assets EOY1291942000TotalAssetsEOY
Total Liabilities BOY203029000TotalLiabilitiesBOY
Total Liabilities EOY213357000TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1091144000NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1078585000NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission Description*SEE SCHEDULE O*MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense144322000Expense
Grants29651000Grants
Revenue103186000Revenue
DescriptionTHE ON-CAMPUS STUDENT BODY NUMBERS APPROXIMATELY 1,775. AN ESTIMATED 115 STUDENTS STUDY AWAY ANNUALLY; 93% COMPLETE THE DEGREE WITHIN FIVE YEARS; THE STUDENT/FACULTY RATIO IS 9:1; 99% OF FACULTY HAS A PH.D. OR EQUIVALENT. AS OF JUNE 2012 37,421 STUDENTS HAVE MATRICULATED AT BOWDOIN COLLEGE, AND 29,254 DEGREES IN ACADEMIC PROGRAMS HAVE BEEN AWARDED.Description
Total Program Service Expense144322000TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArttrueCollectionsOfArt
Credit CounselingtrueCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchooltrueSchool
Foreign OfficetrueForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualstrueMoreThan5000KToIndividuals
Professional FundraisingtrueProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPtrueLoanToOfficerOrDQP
Grant To Related PersontrueGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MembertrueBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArttrueDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntitytrueDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With1096510NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees2899NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members46NbrVotingGoverningBodyMembers
Number Independent Voting Members45NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodyfalseForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledMEStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

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

Address US AddressUS

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

Form990 Part VII Section A Form990PartVIISectionA (58 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
STEPHEN F GORMLEY
CHAIR4.0XX000
MICHELE G CYR
VICE CHAIR4.0XX000
STEWART BAINUM JR
TRUSTEE4.0X000
DEBORAH JENSEN BARKER
TRUSTEE4.0X000
ARTHUR E BLACK
TRUSTEE4.0X000
GREGORY B BOWES
TRUSTEE4.0X000
RONALD C BRADY
TRUSTEE4.0X000
DAVID G BROWN
TRUSTEE4.0X000
WILLIAM E CHAPMAN II
TRUSTEE4.0X000
GERALD C CHERTAVIAN
TRUSTEE4.0X000
LEONARD W COTTON
TRUSTEE4.0X000
JEFF D EMERSON
TRUSTEE4.0X000
JOHN A GIBBONS JR
TRUSTEE4.0X000
BRADFORD A HUNTER
TRUSTEE4.0X000
DENNIS J HUTCHINSON
TRUSTEE4.0X000
TASHA VAN DER LINDE IRVING
TRUSTEE4.0X000
WILLIAM S JANES
TRUSTEE4.0X000
ANN HAMBELTON KENYON
TRUSTEE4.0X000
GREGORY E KERR
TRUSTEE4.0X000
GEORGE A KHALDUN
TRUSTEE4.0X000
MICHAEL P LAZARUS
TRUSTEE4.0X000
JAMES W MACALLEN
TRUSTEE4.0X000
LISA A MCELANEY
TRUSTEE4.0X000
JOHN F MCQUILLAN JR
TRUSTEE4.0X000
HENRY TA MONIZ
TRUSTEE4.0X000
TAMARA A NIKURADSE
TRUSTEE4.0X000
SCOTT B PERPER
TRUSTEE4.0X000
KATHLEEN K PHILLIPS
TRUSTEE4.0X000
JANE L PINCHIN
TRUSTEE4.0X000
ABIGAIL MARR PSYHOGEOS
TRUSTEE4.0X000
LINDA HORVITZ ROTH
TRUSTEE4.0X000
GEOFFREY CLAFLIN RUSACK
TRUSTEE4.0X000
H ALLEN RYAN
TRUSTEE4.0X000
JOAN BENOIT SAMUELSON
TRUSTEE4.0X000
D ELLEN SHUMAN
TRUSTEE4.0X000
PETER M SMALL
TRUSTEE4.0X000
JAMES E STALEY
TRUSTEE4.0X000
SHELDON M STONE
TRUSTEE4.0X000
JOHN J STUDZINSKI
TRUSTEE4.0X000
JOHN K THORNDIKE
TRUSTEE4.0X000
ALAN R TITUS
TRUSTEE4.0X000
KAREN N WALKER
TRUSTEE4.0X000
PAULA M WARDYNSKI
TRUSTEE4.0X000
DAVID P WHEELER
TRUSTEE4.0X000
ROBERT F WHITE
TRUSTEE4.0X000
BARRY MILLS
PRESIDENT40.0XX411027088797
S CATHERINE LONGLEY
SVP FINANCE & ADMIN/TREASURER40.0X251880061623
WILLIAM A TORREY III
SVP FOR PLANNING & DEVELOPMENT40.0466836085475X
PAULA VOLENT
SVP FOR INVESTMENTS40.0819306054380X
CRISTLE COLLINS JUDD
DEAN FOR ACADEMIC AFFAIRS40.0218247055152X
MITCHEL DAVIS
CHIEF INFORMATION OFFICER40.0172529043065X
TIMOTHY FOSTER
DEAN OF STUDENT AFFAIRS40.0170987042250X
SCOTT MEIKLEJOHN
DEAN ADMISSIONS/FINANCIAL AID40.0185931035345X
CRAIG MCEWEN
SENIOR FACULTY FELLOW40.0175325034939X
PATSY DICKINSON
FACULTY40.0170393060155X
ALLEN WELLS
FACULTY40.0163290041095X
RANDOLPH SHAW
VP FOR DEV & ALUMNI RELATIONS40.0171454055744X
MARK WETHLI
FACULTY40.0163970042744X
FieldValueIRS element (for citing)
Total Reportable Comp From Org3541175TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation700764TotalOtherCompensation
Number Individuals GT100 K98NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
EBSCO
PO BOX 830625BIRMINGHAMAL35283LIBRARY RESOURCES549000
ANTHEM BLUE CROSS BLUE SHIELD
3350 PEACHTREE ROAD NEATLANTAGA30326BENEFIT PLAN ADMIN533000
LYRASIS
PO BOX 116179ATLANTAGA303686179LIBRARY RESOURCES478000
YBP LIBRARY SERVICES
PO BOX 277991ATLANTAGA30384LIBRARY RESOURCES282000
PENMOR INC
8 LEXINGTON STLEWISTONME04240PRINTING270000
FieldValueIRS element (for citing)
Number Of Contractors GT100 K40NumberOfContractorsGT100K
Membership Dues28000MembershipDues
Fundraising Events4000FundraisingEvents
Government Grants4711000GovernmentGrants
All Other Contributions22712000AllOtherContributions
Noncash Contributions1621000NoncashContributions
Total Contributions27455000TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
TUITION & FEES6117107803500078035000
ROOM & BOARD6117101930400019304000
AUXILIARY ENTERPRISES61171052900004581000709000
TRUST INCOME611710557000557000
FieldValueIRS element (for citing)
Total Program Service Revenue103186000TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column7211000TotalRevenueColumn
Unrelated Business Revenue-1380000UnrelatedBusinessRevenue
Exclusion$8,591,000ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column8000TotalRevenueColumn
Exclusion$8,000ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real0Real
Personal0Personal

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real0Real
Personal0Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities314475000Securities
Other78000Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities280328000Securities
Other74000Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities34147000Securities
Other4000Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column34151000TotalRevenueColumn
Exclusion$34,151,000ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events12000GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events4000CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses15000FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-3000TotalRevenueColumn
Exclusion-$3,000ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Gaming0GrossIncomeGaming

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

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

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column172008000TotalRevenueColumn
Related Or Exempt Function Income102477000RelatedOrExemptFunctionIncome
Unrelated Business Revenue-671000UnrelatedBusinessRevenue
Exclusion$42,747,000ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total228000Total
Program Services228000ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total29313000Total
Program Services29313000ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total110000Total
Program Services110000ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total3538000Total
Program Services2253000ProgramServices
Management And General743000ManagementAndGeneral
Fundraising542000Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total57353000Total
Program Services49838000ProgramServices
Management And General4432000ManagementAndGeneral
Fundraising3083000Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total5800000Total
Program Services5088000ProgramServices
Management And General416000ManagementAndGeneral
Fundraising296000Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total10496000Total
Program Services9202000ProgramServices
Management And General767000ManagementAndGeneral
Fundraising527000Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total4198000Total
Program Services3629000ProgramServices
Management And General336000ManagementAndGeneral
Fundraising233000Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total318000Total
Management And General318000ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total298000Total
Management And General298000ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total6900Total
Management And General6900ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total66000Total
Fundraising66000Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total590000Total
Program Services472000ProgramServices
Management And General118000ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total4579000Total
Program Services3845000ProgramServices
Management And General632000ManagementAndGeneral
Fundraising102000Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total80000Total
Program Services53000ProgramServices
Management And General27000ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total4921000Total
Program Services4233000ProgramServices
Management And General155000ManagementAndGeneral
Fundraising533000Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total2548000Total
Program Services1615000ProgramServices
Management And General931000ManagementAndGeneral
Fundraising2000Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total5667000Total
Program Services5039000ProgramServices
Management And General628000ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total3748000Total
Program Services3272000ProgramServices
Management And General59000ManagementAndGeneral
Fundraising417000Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total555000Total
Program Services418000ProgramServices
Management And General19000ManagementAndGeneral
Fundraising118000Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total6307000Total
Program Services5550000ProgramServices
Management And General757000ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total9987000Total
Program Services9388000ProgramServices
Management And General599000ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total661000Total
Program Services568000ProgramServices
Management And General93000ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
PURCHASES FOR RESALE39840003984000
LIBRARY MATERIALS22780002278000
FACILITIES MAINT. & REPAIR18380001728000110000
EQP RENTAL,MAINT. & REPAIR9960008610001260009000

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total1564100Total
Program Services1357000ProgramServices
Management And General168100ManagementAndGeneral
Fundraising39000Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total162028000Total
Program Services144322000ProgramServices
Management And General11739000ManagementAndGeneral
Fundraising5967000Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY32943000BOY
EOY24104000EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY16213000BOY
EOY11907000EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY2554000BOY
EOY2610000EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY3000BOY
EOY2000EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY6454000BOY
EOY5649000EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY1565000BOY
EOY1607000EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY2480000BOY
EOY4628000EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis370959000LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec126337000LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY247974000BOY
EOY244622000EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY65516000BOY
EOY56913000EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY898219000BOY
EOY921326000EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY20252000BOY
EOY18574000EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1294173000BOY
EOY1291942000EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY14398000BOY
EOY14779000EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY4208000BOY
EOY4208000EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY1233000BOY
EOY1315000EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY137029000BOY
EOY137107000EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY484000BOY
EOY399000EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY15162000BOY
EOY18171000EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY30515000BOY
EOY37378000EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY203029000BOY
EOY213357000EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY166058000BOY
EOY162250000EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY520998000BOY
EOY502773000EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY404088000BOY
EOY413562000EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1091144000BOY
EOY1078585000EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1294173000BOY
EOY1291942000EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses9980000ReconcilationRevenueExpenses
Reconcilation Other Changes-22539000ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

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

Schedule C IRS990ScheduleC

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

Form990 Schedule C Part IV Form990ScheduleCPartIV

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

Schedule D IRS990ScheduleD

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

Current Year CurrentYear

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

Current Year Minus1 Year CurrentYearMinus1Year

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

Current Year Minus2 Years CurrentYearMinus2Years

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

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance831460000BeginningOfYearBalance
Contributions36977000Contributions
Investment Earnings Or Losses-145580000InvestmentEarningsOrLosses
Grants Or Scholarships13494000GrantsOrScholarships
Other Expenditures18866000OtherExpenditures
Administrative Expenses2113000AdministrativeExpenses
End Of Year Balance688384000EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.07800BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.42100PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.50100TermEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis4253000OtherCostOrOtherBasis
Book Value4253000BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis321254000OtherCostOrOtherBasis
Depreciation91715000Depreciation
Book Value229539000BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis415000OtherCostOrOtherBasis
Depreciation207000Depreciation
Book Value208000BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis29450000OtherCostOrOtherBasis
Depreciation26123000Depreciation
Book Value3327000BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis15587000OtherCostOrOtherBasis
Depreciation8292000Depreciation
Book Value7295000BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings244622000TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (7 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
EQUITIES171886000F
FIXED INCOME3949000F
ABSOLUTE RETURN372969000F
BUYOUTS/DISTRESSED135403000F
VENTURE CAPITAL135518000F
REAL ESTATE83974000F
NATURAL RESOURCES17627000F
FieldValueIRS element (for citing)
Total Of Book Value Securities921326000TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescriptionAmountAmount
LIABILITY: POST-RETIREMENT BEN$14,281,000
ASSET RETIREMENT OBLIGATION$1,280,000
INCOME AND OUTSIDE INVESTMENT$13,715,000
FAIR VALUE OF INTEREST RATE SW$8,102,000
FieldValueIRS element (for citing)
Total Of Amounts37378000TotalOfAmounts
Total Revenue172008000TotalRevenue
Total Expenses162028000TotalExpenses
Excess Or Deficit For Year9980000ExcessOrDeficitForYear
Net Unrealized GL On Investments-15938000NetUnrealizedGLOnInvestments
Other-$6,601,000OtherAmount
Total Adjustments-22539000TotalAdjustments
Excess Or Deficit Per FS-12559000ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt146723000TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-15938000NetUnrealizedGainsInvestments
Other Revenues-6601000OtherRevenues
Revenue Not Rptd F990-22539000RevenueNotRptdF990
Revenue Subtotal169262000RevenueSubtotal
Investment Expenses Not Included2761000InvestmentExpensesNotIncluded
Other Revenues Not Included-15000OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt2746000RevenueNotRptdOnFinStmt
Total Revenue Per Form990172008000TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt159282000TotExpensesEtcAuditedFinclStmt
Other Expenses Included15000OtherExpensesIncluded
Expenses Not Rptd F99015000ExpensesNotRptdF990
Expenses Subtotal159267000ExpensesSubtotal
Investment Expenses Not Included22761000InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt2761000ExpensesNotRptdOnFinStmt
Total Expenses Per Form990162028000TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (9 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ORGANIZATIONS MAINTAINING COLLECTIONSPART III, LINE 1ATHE COLLEGE DOES NOT CAPITALIZE COLLECTIONS, PRIMARILY ART OBJECTS, AS THEY ARE HELD FOR PUBLIC EXHIBITION AND EDUCATION RATHER THAN FINANCIAL GAIN. PROCEEDS FROM THE SALE OF COLLECTION ITEMS ARE USED TO ACQUIRE OTHER ITEMS FOR COLLECTION.
ORGANIZATION'S COLLECTIONSPART III, LINE 4COLLEGE COLLECTIONS ARE PRIMARILY ART OBJECTS HELD FOR PUBLIC EXHIBITION AND EDUCATION.
CUSTODIAL ACCOUNTSPART IV, LINE 2BTHE COLLEGE SERVES AS THE AGENT INSTITUTION FOR THE INTERCOLLEGIATE SRI LANKA EDUCATION PROGRAM: $377,000; SECURITY DEPOSITS ON RENTAL PROPERTIES: $22,000
ENDOWMENT FUNDSPART V, LINE 4THE COLLEGE'S ENDOWMENT IS INVESTED WITH THE INTENT OF BALANCING THE GOALS OF GENERATING A STEADY STABLE STREAM OF FUNDS TO SUPPORT THE CURRENT OPERATIONS OF THE COLLEGE WHILE PRESERVING THE PURCHASING POWER OF THE ENDOWMENT TO SUPPORT PROGRAMS AND INITIATIVES OF FUTURE GENERATIONS OF BOWDOIN STUDENTS.
ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONSPART X, LINE 2THE COLLEGE IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED, AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO THE CODE. THE COLLEGE ASSESSES UNCERTAIN TAX POSITIONS AND HAS DETERMINED THERE WERE NO SUCH POSITIONS THAT HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS.
OTHER CHANGES IN NET ASSETSPART XI, LINE 8NET UNREALIZED LOSS ON INTEREST RATE SWAP ($4,176,000) POSTRETIREMENT-RELATED CHANGES OTHER THAN NET PERIODIC COST ($1,806,000) NET CHANGE IN ANNUITY AND LIFE INCOME FUNDS ($619,000) TOTAL ($6,601,000)
OTHER REVENUE IN FINANCIAL STATEMENTS, NOT ON FORM 990PART XII, LINE 2DNET UNREALIZED LOSS ON INTEREST RATE SWAP ($4,176,000) POSTRETIREMENT-RELATED CHANGES OTHER THAN NET PERIODIC COST ($1,806,000) NET CHANGE IN ANNUITY AND LIFE INCOME FUNDS ($619,000) TOTAL ($6,601,000)
OTHER REVENUE IN 990, NOT ON FINANCIAL STATEMENTSPART XII, LINE 4BDIRECT EXPENSES FOR GOLF FUNDRAISING EVENT ($15,000)
OTHER EXPENSES IN FINANCIAL STATEMENTS, NOT ON FORM 990PART XIII, LINE 2DDIRECT EXPENSES FOR GOLF FUNDRAISING EVENT $15,000

Schedule E IRS990ScheduleE

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

Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
RACIALLY NONDISCRIMINATORY POLICYPART I, LINE 3THE COLLEGE CATALOGUE CONTAINS A STATEMENT OF BOWDOIN COLLEGE'S RACIAL NON-DISCRIMINATION POLICY. THE CATALOGUE IS PUBLISHED ON-LINE AT THE COLLEGE'S WEBSITE - WWW.BOWDOIN.EDU/CATALOGUE.
EXPLANATION OF GOVERNMENT FINANCIAL AIDPART I, LINE 6ATHE COLLEGE RECEIVES AID FROM THE FEDERAL GOVERNMENT IN THE FORM OF STUDENT FINANCIAL AID.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedtrueGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (20 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedTotal ExpendituresTotalExpendituresSpecific Services ProvidedSpecificServicesProvided
East Asia and the Pacific00Grantmaking9000
Europe (Including Iceland and Greenland)00Grantmaking83000
North America00Grantmaking7000
Sub-Saharan Africa00Grantmaking11000
Central America and the Caribbean00Investments410914000
Europe (Including Iceland and Greenland)00Investments8062000
Sub-Saharan Africa00Investments9505000
Europe (Including Iceland and Greenland)00Fundraising11000
Europe (Including Iceland and Greenland)00Program Services18000ART OBJECTS
Europe (Including Iceland and Greenland)00Program Services66000SEE PART V
Europe (Including Iceland and Greenland)00Program Services2000LIBRARY MATERIALS
Europe (Including Iceland and Greenland)00Program Services2000STUDENT RECRUITMENT
North America00Program Services81000SEE PART V
North America00Program Services1000LIBRARY MATERIALS
North America11Program Services46000SCIENTIFIC STATION
North America00Program Services1000STUDENT RECRUITMENT
East Asia and the Pacific00Program Services15000SEE PART V
Russia and the Newly Independent States00Program Services9000SEE PART V
South America00Program Services2000SEE PART V
Sub-Saharan Africa00Program Services1000SEE PART V
FieldValueIRS element (for citing)
Subtotal Number Of Offices1SubtotalNumberOfOffices
Subtotal Number Of Employees1SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees0ContNumberOfEmployees
Total Number Of Offices1TotalNumberOfOffices
Total Number Of Employees1TotalNumberOfEmployees
Subtotal Amount Spent428834000SubtotalAmountSpent
Cont Amount Spent12000ContAmountSpent
Total Amount Spent428846000TotalAmountSpent

Grants To Ind Outside US GrantsToIndOutsideUS (4 entries)

Type Of AssistanceTypeOfAssistanceRegionRegionNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
FINANCIAL AIDEast Asia/Pacific19000WIRE TRANSF.
FINANCIAL AIDEurope/Iceland/Greenland883000WIRE TRANSF.
FINANCIAL AIDNorth America17000WIRE TRANSF.
FINANCIAL AIDSub-Saharan Africa311000WIRE TRANSF.
FieldValueIRS element (for citing)
Transfer To Foreign CorptrueTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorptrueOwnForeignCorp
Passive Foreign Invest CotruePassiveForeignInvestCo
Foreign PartnershiptrueForeignPartnership
Boycott CountriesfalseBoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
MONITOR THE USE OF GRANT FUNDSPART I, LINE 2ELIGIBILITY FOR BOWDOIN GRANT ASSISTANCE IS "NEED BASED," DETERMINED THROUGH ANALYSIS OF INCOME, ASSET AND TAX INFORMATION SUBMITTED ON THE COLLEGE SCHOLARSHIP SERVICE/FINANCIAL AID PROFILE, FEDERAL FASFA AND FEDERAL INCOME TAX RETURNS. EXCEPT FOR NATIONAL MERIT SCHOLARSHIPS, THE COLLEGE DOES NOT OFFER MERIT BASED SCHOLARSHIPS. THE COLLEGE MAINTAINS A FINANCIAL AID OFFICE TO ENSURE THAT AWARDS ARE IN COMPLIANCE WITH ESTABLISHED POLICIES AND PROCEDURES. FUNDS ARE TRACKED SEPARATELY IN THE ORGANIZATION'S BOOKS AND RECORDS.
PROGRAM SERVICE ACTIVITIESPART I, LINE 3PROGRAM SERVICE ACTIVITY #10, 13, 17, AND SCHEDULE F, PART I PAGE 2 PROGRAM SERVICE ACTIVITY #1, 2, 3 - FACULTY AND STAFF PROFESSIONAL DEVELOPMENT, RESEARCH, AND RELATED TRAVEL.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Agreement Ref FundraisingtrueAgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation

FieldValueIRS element (for citing)
Name Of IndividualKENNETH P HORSBURGH JRNameOfIndividual
ActivitySEE PART IVActivity
Fundraiser Control Of FundsfalseFundraiserControlOfFunds
Gross Receipts0GrossReceipts
Amount Retained By Contractor66000AmountRetainedByContractor
Net To Organization0NetToOrganization
FieldValueIRS element (for citing)
Total Gross Receipts0TotalGrossReceipts
Total Retained By Contractors66000TotalRetainedByContractors
Total Net To Organization0TotalNetToOrganization
Licensed StatesMELicensedStates

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1GOLF TOURNEYNameOfEvent1
Gross Receipts Event116000GrossReceiptsEvent1
Charitable Contributions Event14000CharitableContributionsEvent1
Gross Revenue Event112000GrossRevenueEvent1
Non Cash Prizes Event11000NonCashPrizesEvent1
Rent Facility Costs Event17000RentFacilityCostsEvent1
Food And Beverage Event15000FoodAndBeverageEvent1
Other Direct Expenses Event12000OtherDirectExpensesEvent1
Total Number Of Other Events0TotalNumberOfOtherEvents
Gross Receipts Total16000GrossReceiptsTotal
Charitable Contributions Total4000CharitableContributionsTotal
Gross Revenue Total Events12000GrossRevenueTotalEvents
Non Cash Prizes Total Events1000NonCashPrizesTotalEvents
Rent Facility Costs Total Events7000RentFacilityCostsTotalEvents
Food And Beverage Total Events5000FoodAndBeverageTotalEvents
Other Direct Expenses Total Events2000OtherDirectExpensesTotalEvents
Direct Expense Summary Events15000DirectExpenseSummaryEvents
Net Income Summary-3000NetIncomeSummary

Form990 Schedule G Part IV Form990ScheduleGPartIV

FieldValueIRS element (for citing)
IdentifierFUNDRAISING SERVICESIdentifier
Return ReferencePART I, LINE 2B, COLUMN (II)ReturnReference
ExplanationKENNETH P. HORSBURGH, JR. FUNDRAISING ACTIVITY: PROSPECT DEVELOPMENT, PROSPECT MANAGEMENT AND INDIVIDUAL PROSPECT SOLICITATION. PART I, LINE 2B, COLUMN (V) KENNETH HORSBURGH RECEIVES REIMBURSEMENT FOR OUT OF POCKET EXPENSES. THE TOTAL REPORTED IN COLUMN (V) INCLUDES PAYMENT FOR CONTRACTED SERVICES AND REIMBURSEMENT FOR OUT OF POCKET EXPENSES.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (6 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
TOWN OF BRUNSWICK
28 FEDERAL STBRUNSWICKME04011999999999GOV'T123000CONTRIBUTION
UNITED WAY OF MID COAST ME
34 WING FARMBATHME04530016004866501(C)(3)15000CONTRIBUTION
PINE GROVE CEMETERY
3 BEECH DRBRUNSWICKME040110101402839700CONTRIBUTION
BRUNSWICK DOWNTOWN ASSOCIATION
PO BOX 15BRUNSWICKME04011753131242501(C)(3)10000CONTRIBUTION
COASTAL TRANSPORTATION
46 SUMMER STROCKLANDME04841222571406501(C)(3)10000CONTRIBUTION
TOWN OF HARPSWELL
PO BOX 39HARPSWELLME04079999999999GOV'T8800CONTRIBUTION
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants5TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations1TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrant
FINANCIAL AID FOR UNDERGRADUATE STUDENTS81727647000
STUDENT RESEARCH FELLOWSHIPS4041094000
GRAD. STUDENT FINANCIAL AID & POST GRAD. AWARDS71425000
ACADEMIC ACHIEVEMENT & OTHER STUDENT AWARDS206147000

Form990 Schedule I Part IV Form990ScheduleIPartIV

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

Schedule J IRS990ScheduleJ

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

Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
BARRY MILLS
398463000125640391210496760499824000
S CATHERINE LONGLEY
24818400036960385150231080313503000
WILLIAM A TORREY III
24738405000001694520551830302920552311000
PAULA VOLENT
5151790300000041270374980168820873686000
CRISTLE COLLINS JUDD
21621700020300317430234090273399000
MITCHEL DAVIS
17100200015270259970170680215594000
TIMOTHY FOSTER
1704480005390227190195310213237000
SCOTT MEIKLEJOHN
1789310007000026785085600221276000
CRAIG MCEWEN
1727220002603025903090360210264000
PATSY DICKINSON
16834200020510259240342310230548000
ALLEN WELLS
16088800024020243830167120204385000
RANDOLPH SHAW
16988200015720265600291840227198000
MARK WETHLI
16073500032350226290201150206714000

Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
BENEFITSPART I, LINE 1AAIR TRAVEL: ACCORDING TO COLLEGE POLICY, AIR TRAVEL IS GENERALLY REIMBURSED FOR COACH FARE ONLY. IN SPECIAL CASES INVOLVING LONG-DISTANCE TRAVEL, PREMIUM FARES ARE AN APPROPRIATE, REIMBURSABLE EXPENSE. THE TYPES OF INDIVIDUALS WOULD BE ANY EMPLOYEE (INCLUDING OFFICERS AND KEY EMPLOYEES) ON AN OVERNIGHT FLIGHT EXCEEDING 5 HOURS AND OTHER FLIGHTS EXCEEDING 7 HOURS. THE BENEFIT IS NOT INCLUDED IN TAXABLE COMPENSATION. GROSS-UP PAYMENTS: THE COLLEGE'S HEALTH PLAN OFFERS COVERAGE TO DOMESTIC PARTNERS OF EMPLOYEES. FEDERAL LAW PRECLUDES EMPLOYEES FROM PAYING FOR A DOMESTIC PARTNER'S INSURANCE WITH PRE-TAX DOLLARS. IN ADDITION, THE COLLEGE PORTION OF HEALTH INSURANCE PAYMENTS FOR THE DOMESTIC PARTNER IS TAXED AS IMPUTED INCOME TO THE EMPLOYEE. THE COLLEGE GROSSES UP EMPLOYEES OPTING FOR DOMESTIC PARTNER COVERAGE. HOUSING ALLOWANCE: THE COLLEGE REQUIRES THE PRESIDENT TO LIVE ON CAMPUS IN COLLEGE-PROVIDED HOUSING. THE VALUE OF THE BENEFIT IS INCLUDED IN PART II, COLUMN D FOR BARRY MILLS.
SEVERANCE OR CHANGE OF CONTROL PAYMENTSPART I, LINE 4AWILLIAM TORREY RECEIVED SUPPLEMENTAL WAGES IN THE AMOUNT OF $162,308.
NON-FIXED PAYMENTSPART I, LINE 7A KEY EMPLOYEE IN THE INVESTMENT OFFICE HAS AN INCENTIVE PERFORMANCE-RELATED BONUS BASED IN PART ON THE INVESTMENT PERFORMANCE OF THE BOWDOIN COLLEGE ENDOWMENT.
COMPENSATIONPART IIA PORTION OF THE COMPENSATION AMOUNT REPORTED FOR PATSY DICKINSON IS ATTRIBUTABLE TO SUPPLEMENTAL SALARY EARNED ON EXTERNALLY FUNDED RESEARCH AWARDS.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
MAINE HHEFA
010314384560425W302008-03-2420700000REFUND S2007 ISSUE 06/06/07falsefalsefalse
MAINE HHEFA
0103143845604253P32009-05-1497207250REFUNDING/CONSTRUCTION-SEE PART Vfalsefalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Amount RetiredAmountRetiredAmount Bond DefeasedAmountBondDefeasedTotal ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundCapitalized InterestCapitalizedInterestRefunding EscrowRefundingEscrowIssuance Costs From ProceedsIssuanceCostsFromProceedsCredit EnhancementCreditEnhancementWorking Capital ExpendituresWorkingCapitalExpendituresCapital ExpendituresCapitalExpendituresOther Spent ProceedsOtherSpentProceedsAmount UnspentAmountUnspentYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
00207000000020500000200000000002009truefalsetruetrue
0097207250046316692368655875830003499599002012truetruetruetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
falsetruefalsefalse0.000100.001600.00170true
falsetruefalsefalse0.006100.004000.01010true

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICBusiness Name Line1NameOfGICProvider/BusinessNameLine1Gross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
0
falsetruefalsefalse0falsefalse
0
falsefalsefalsefalse0falsefalse
FieldValueIRS element (for citing)
Fed Tax Requirements ComplianceXFedTaxRequirementsCompliance

Form990 Schedule K Part VI Form990ScheduleKPartVI

FieldValueIRS element (for citing)
IdentifierSEE SCHEDULE OIdentifier
Return Reference0ReturnReference

Schedule L IRS990ScheduleL

Loan Table LoanTable (2 entries)

Loan From OrganizationLoanFromOrganizationOriginal PrincipalOriginalPrincipalAmountBalance DueBalanceDueDefaultDefaultApproved By BoardApprovedByBoardWritten AgreementWrittenAgreement
SEE PART V
X$868434falsefalsetrue
SEE PART V
X$3,3611394falsefalsetrue
FieldValueIRS element (for citing)
Total Balance Due1828TotalBalanceDue

Form990 Schedule L Part III Form990ScheduleLPartIII

FieldValueIRS element (for citing)
Name Of Interested PersonNANameOfInterestedPerson
Relationship With OrganizationN/ARelationshipWithOrganization
Amount Of Grant5026AmountOfGrant
Type Of AssistanceSCHOLARSHIPTypeOfAssistance

Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
MAINE EMPLOYERS MUTUAL INSURANCE
BOARD MEMBER - C. LONGLEY330818BOARD MEMBER AT ME EMPLOYERSfalse
UNITED EDUCATORS
BOARD MEMBER - C. LONGLEY240744BOARD MEMBER AT UNITED EDUC.false
PAMELA TORREY
KEY EMPLOYEE - W. TORREY175000COLLEGE EMPLOYEE FAMILY MEMBERfalse

Form990 Schedule L Part V Form990ScheduleLPartV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
LOANS TO INTERESTED PERSONSPART IITHE COLLEGE OFFERS A LOAN PROGRAM TO REGULAR FULL-TIME AND PART-TIME EMPLOYEES FOR UP TO 95% OF THE COST OF COMPUTER EQUIPMENT PURCHASED FOR PERSONAL USE. ALL EMPLOYEES MUST BE PRE-APPROVED FOR A COMPUTER LOAN BY THE HUMAN RESOURCES DEPARTMENT. MONTHLY LOAN REPAYMENTS ARE MADE OVER A MAXIMUM LOAN PERIOD OF THREE YEARS. NAMES OF INTERESTED PERSON ARE AVAILABLE UPON IRS REQUEST LINE (1)(A): KEY EMPLOYEE LINE (2)(A): KEY EMPLOYEE
BUSINESS TRANSACTIONS WITH INTERESTED PERSONS, PART IVRELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION LINE (1)(B): AN ENTITY OF WHICH S. CATHERINE LONGLEY OF BOWDOIN COLLEGE SERVES AS A BOARD MEMBER. LINE (2)(B): AN ENTITY OF WHICH S. CATHERINE LONGLEY OF BOWDOIN COLLEGE SERVES AS AN ADVISORY BOARD MEMBER. LINE (3)(B): FAMILY MEMBER OF KEY EMPLOYEE. DESCRIPTION OF TRANSACTION LINE (1)(D): S. CATHERINE LONGLEY IS A BOARD MEMBER OF AN INSURANCE COMPANY TO WHICH BOWDOIN PAID PREMIUMS. LINE (2)(D): S. CATHERINE LONGLEY IS AN ADVISORY BOARD MEMBER OF AN INSURANCE COMPANY TO WHICH BOWDOIN PAID PREMIUMS. LINE (3)(D): PAMELA TORREY IS EMPLOYED BY THE COLLEGE. HER COMPENSATION IS SET BY THE PRESIDENT.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions3574NumberOfContributions
Noncash Contribs Rptd F9900NoncashContribsRptdF990
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasures
Art Fractional InterestArtFractionalInterest

Books And Publications BooksAndPublications

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

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions106NumberOfContributions
Noncash Contribs Rptd F9901621000NoncashContribsRptdF990
Method Of Determining RevenuesSEE PART IIMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStock
Securities Prtnrshp Trust IntrstsSecuritiesPrtnrshpTrustIntrsts
Securities MiscellaneousSecuritiesMiscellaneous
Qualified Contrib Hist StructQualifiedContribHistStruct
Qualified Contrib OtherQualifiedContribOther
Real Estate ResidentialRealEstateResidential
Real Estate CommercialRealEstateCommercial
Real Estate OtherRealEstateOther
CollectiblesCollectibles
Food InventoryFoodInventory
Drugs And Medical SuppliesDrugsAndMedicalSupplies
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts
Scientific SpecimensScientificSpecimens
Archaeological ArtifactsArchaeologicalArtifacts

Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)

Non Cash CheckboxNonCashCheckboxDescriptionDescriptionNumber Of ContributionsNumberOfContributionsNoncash Contribs Rptd F990NoncashContribsRptdF990Method Of Determining RevenuesMethodOfDeterminingRevenues
XMUSICAL INSTRUMENT200
XEQUIPMENT300
FieldValueIRS element (for citing)
Number Of8283 Received16NumberOf8283Received
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedfalseThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
CONTRIBUTIONSPART I, COLUMN (B)THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED.
NON-CASH CONTRIBUTIONSPART I, LINE 996 OUTRIGHT GIFTS OF PUBLICLY TRADED SECURITIES WERE VALUED AT FAIR MARKET VALUE. 10 PLANNED GIFTS WERE VALUED AT NET PRESENT VALUE.
ART - WORKS OF ARTPART I, LINE 33THE COLLEGE DOES NOT RECOGNIZE REVENUE FOR CONTRIBUTIONS OF ART OBJECTS OR BOOKS AND PUBLICATIONS.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ORGANIZATION'S MISSIONCORE FORM 990, PART III, LINE 1IT IS THE MISSION OF THE COLLEGE TO ENGAGE STUDENTS OF UNCOMMON PROMISE IN AN INTENSE FULL-TIME EDUCATION OF THEIR MINDS, EXPLORATION OF THEIR CREATIVE FACULTIES, AND DEVELOPMENT OF THEIR SOCIAL AND LEADERSHIP ABILITIES IN A FOUR-YEAR COURSE OF STUDY AND RESIDENCE THAT CONCLUDES WITH A BACCALAUREATE DEGREE IN THE LIBERAL ARTS. FORM 990 REVIEW PROCESS CORE FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS REVIEWED BY BOWDOIN OFFICERS. FOLLOWING THESE REVIEWS, A PUBLIC DISCLOSURE COPY OF THE FINAL DRAFT FORM 990 IS PROVIDED TO THE FULL BOARD OF TRUSTEES. PRIOR TO FILING, A COPY OF THE FINAL DRAFT SCHEDULE B IS PROVIDED TO THE CHAIRMAN OF THE BOARD, THE CHAIR OF THE AUDIT COMMITTEE AND THE CHAIR OF THE DEVELOPMENT COMMITTEE. A COPY OF SCHEDULE B IS ALSO MADE AVAILABLE TO ALL BOARD MEMBERS AT A REGULARLY SCHEDULED MEETING OF THE BOARD OF TRUSTEES PRIOR TO FILING.
CONFLICT OF INTEREST POLICYCORE FORM 990, PART VI, SECTION B, LINE 12CTHE COLLEGE SURVEYS ANNUALLY ALL MEMBERS OF THE BOARD, ALL OFFICERS OF INSTRUCTION, AND ALL OFFICERS OF ADMINISTRATION AS TO POTENTIAL CONFLICTS OF INTEREST. THE RESULTS OF THE SURVEY ARE REPORTED TO THE AUDIT COMMITTEE AND TO THE BOARD OF TRUSTEES. APPROPRIATE ACTIONS ARE TAKEN WHERE REQUIRED.
COMPENSATION POLICYCORE FORM 990, PART VI, SECTION B, LINE 15IN ACCORDANCE WITH TREASURY REGULATION 53.4958-6 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, ACTING AS A COMPENSATION COMMITTEE, ANNUALLY REVIEWS AND APPROVES THE COMPENSATION OF THE PRESIDENT AND SENIOR MANAGEMENT OFFICIALS. IN ALL CASES, THE EXECUTIVE COMMITTEE CONSIDERS COMPENSATION SURVEYS AND COMPETITIVE MARKET DATA. FOR SENIOR MANAGEMENT, THE PRESIDENT PROVIDES THE EXECUTIVE COMMITTEE WITH RECOMMENDED CHANGES TO COMPENSATION LEVELS. THE EXECUTIVE COMMITTEE DOCUMENTS SUCH DECISIONS IN ITS MINUTES WHERE APPROPRIATE.
PUBLIC DISCLOSURECORE FORM 990, PART VI, SECTION B, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
OTHER CHANGES IN NET ASSETSCORE FORM 990, PART XI, LINE 5NET UNREALIZED LOSS ON INVESTMENTS ($15,938,000) NET UNREALIZED LOSS ON INTEREST RATE SWAP ($4,176,000) POSTRETIREMENT-RELATED CHANGES OTHER THAN NET PERIODIC COST ($1,806,000) NET CHANGE IN ANNUITY AND LIFE INCOME FUNDS ($619,000) TOTAL ($22,539,000)
TAX-EXEMPT BONDSSCHEDULE KDESCRIPTION OF PURPOSE, PART I, LINE B, COLUMN F: REFUND PRIOR BOND ISSUES 1995B ISSUED 7/25/95, 1998A ISSUED 3/18/98, 1998C ISSUED 11/19/98, 2001C ISSUED 5/15/01, 2003B ISSUED 7/24/04, 2005A ISSUED 8/17/05, 2006B ISSUED 4/6/06

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

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

Address US AddressUS

FieldValueIRS element (for citing)
Address Line15400 COLLEGE STATIONAddressLine1
CityBRUNSWICKCity
StateMEState
ZIP Code04011ZIPCode
FieldValueIRS element (for citing)
EIN043375078EIN
Primary ActivitiesINVESTMENTSPrimaryActivities
Legal Domicile StateMELegalDomicileState
Total Income-608621TotalIncome
EOY Assets61047430EOYAssets

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1

Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrg
BOWDOIN COLLEGE TRUST
JP MORGAN CHASE BANKCHICAGOIL606062300136098631INVESTINGME501(c)(3)III-ONAtrue
EL TRUST
BNY MELLON NA - PO BOX 185PITTSBURGHPA152300185046093554INVESTINGPA4947(a)(1)PFNAtrue
JFP CHARITABLE TRUST
PO BOX 1802PROVIDENCERI029011802056007859INVESTINGRI501(c)(3)PFNAtrue
AW TRUST
PO BOX 1802PROVIDENCERI029011802046024611INVESTINGMA4947(a)(1)PFNAtrue

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1TP PARTNERSHIPBusinessNameLine1

Address US AddressUS

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

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1
FieldValueIRS element (for citing)
Predominant Income TypeEXCLUDED 512,513,514PredominantIncomeType
Share Of Total Income7ShareOfTotalIncome
Share Of EOY Assets112506ShareOfEOYAssets
Disproportionate AllocationsfalseDisproportionateAllocations
Code V$0CodeVAmount
General Or Managing PartnertrueGeneralOrManagingPartner
Percentage Ownership0.56000PercentageOwnership

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1CHARITABLE REMAINDER TRUSTSBusinessNameLine1
FieldValueIRS element (for citing)
Primary ActivityINVESTINGPrimaryActivity

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1
FieldValueIRS element (for citing)
Type Of EntityTRUSTTypeOfEntity
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgtrueOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
BOWDOIN COLLEGE TRUST
R114583FMV
EL TRUST
R210000FMV
JFP CHARITABLE TRUST
R80155FMV
A W TRUST
R64665FMV

Form990 Schedule R Part VII Form990ScheduleRPartVII

FieldValueIRS element (for citing)
IdentifierCHARITABLE REMAINDER TRUSTS DOMICILEDIdentifier
Return ReferencePART IVReturnReference
ExplanationTHERE ARE 5 TRUSTS REPORTED IN PART IV. THEY ARE DOMICILED IN MAINE, CONNECTICUT, AND MASSACHUSETTS.Explanation

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