2012-05-11T06:29:40-05:00 2011-06-30 BKD LLP 201 N Illinois Street Indianapolis IN 46204 990 2010-07-01 356014491 Earlham Foundation co Earlham College EARL 7659831772 801 National Road West Richmond IN 47374 SENA K LANDEY 7659831200 2012-05-15 true JOYCE DULWORTH 3173834000 2010 2016-02-24 21:20:13Z SENA K LANDEY TREASURER 801 NATIONAL ROAD WEST RICHMOND IN 47374 55269592 false X N/A X 1931 IN THE EARLHAM FOUNDATION RECEIVES AND HOLDS PERMANENTLY RESTRICTED AND UNRESTRICTED GIFTS MADE TO BOTH EARLHAM COLLEGE AND THE EARLHAM SCHOOL OF RELIGION. SEE ATTACHMENT 1. 9 8 0 0 0 3296065 6750516 0 0 1943586 10921518 0 0 5239651 17672034 13413914 12711903 0 0 0 0 0 0 0 396719 398145 13810633 13110048 -8570982 4561986 175917882 218274496 0 0 175917882 218274496 X THE EARLHAM FOUNDATION RECEIVES AND HOLDS PERMANENTLY RESTRICTED GIFTS MADE TO EARLHAM COLLEGE (INCLUDING THE EARLHAM SCHOOL OF RELIGION) AS WELL AS UNRESTRICTED GIFTS DESIGNATED BY THE COLLEGE OF TRUSTESS AS QUASI-ENDOWMENT. THE FOUNDATION INVESTS THESE FUNDS AND RELEASE QUARTERLY DISTRIBUTIONS OF EARNINGS TO EARLHAM COLLEGE AND EARLHAM SCHOOL OF RELIGION TO SUPPORT THEIR OPERATIONS. false false 12711903 12711903 MANAGING THE INVESTMENT PORTFOLIO FOR ENDOWED AND QUASI-ENDOWED FUNDS FOR THE BENEFIT OF EARLHAM COLLEGE AND EARLHAM SCHOOL OF RELIGION STUDENTS. 12711903 false true false false false false false true false false false false false false false true false false false false false false false false false true false true false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false X 9 8 false false false false false false false true true false false true true true true true true false IN X CATHERINE A HABSCHMIDT 7659831772 EARLHAM COLLEGE RICHMOND IN 47374 X GEORGE ESHELMAN 1.0 X 0 0 0 SALLYANN GARNER 1.0 X 0 0 0 DAVID JOSE 1.0 X 0 0 0 NORMAN HERBERT 1.0 X X 0 0 0 RONALD MCDANIEL 1.0 X 0 0 0 VIRGINIA MILLS 1.0 X 0 0 0 MARION SHORE 1.0 X 0 0 0 RICHARD SMITH 10.0 X X 0 154479 40254 MARK NEWLIN 1.0 X 0 0 0 CATHERINE HABSCHMIDT 5.0 X 0 77467 30492 0 231946 70746 0 false true false 0 6750516 6750516 0 1830418 1830418 0 0 46688658 37597558 9091100 9091100 9091100 0 0 0 0 17672034 10921518 12711903 12711903 0 0 0 0 0 0 0 0 0 0 0 0 0 0 398145 398145 0 0 0 0 0 0 0 0 0 0 0 0 0 13110048 12711903 398145 175917882 218274496 175917882 218274496 0 0 0 0 X 36022384 45713527 88266818 115228576 51628680 57332393 175917882 218274496 175917882 218274496 X 4561986 37794628 X false true true X false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 175917882 6750516 48716146 12711903 398145 218274496 163737529 3296065 22694921 13413914 396719 175917882 226187715 665853 -49342893 13283527 489619 163737529 0.21200 0.27750 0.51040 false false 17672034 13110048 4561986 37794628 37794628 42356614 55068517 37794628 37794628 17273889 398145 398145 17672034 12711903 12711903 398145 398145 13110048 INTENDED USES OF ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 THE FOUNDATION'S ENDOWMENT FUNDS ARE USED TO PROVIDE SCHOLARSHIPS AND TO SUPPORT THE GENERAL OPERATIONS OF EARLHAM COLLEGE. IN ADDITION TO THE $218,274,496 IN ENDOWED FUNDS HELD BY EARLHAM FOUNDATION, EARLHAM COLLEGE ALSO DIRECTLY HOLDS $117,265,491 IN ENDOWED FUNDS. THE CONSOLIDATED ENDOWMENT BALANCE FOR THE BENEFIT OF EARLHAM COLLEGE IS $335,539,987. FIN 48 DISCLOSURE SCHEDULE D, PART X MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true EARLHAM COLLEGE 801 NATIONAL ROAD WEST RICHMOND IN 47374 350868073 501(c)(3) 12711903 N/A N/A SUPPORT 1 RECIPIENTS OF GRANTS SCHEDULE I, PART I, LINE 2 ALL GRANTS ARE MADE SOLELY TO EARLHAM COLLEGE FOR EDUCATIONAL PURPOSES. false false false RICHARD SMITH 0 154479 0 0 0 0 0 16790 0 23464 0 194733 PROCESS TO REVIEW FORM 990 FORM 990, PART VI, QUESTION 11B A COPY OF THE FORM 990 WAS PROVIDED TO EACH MEMBER OF THE FULL GOVERNING BODY PRIOR TO ITS FILING. CONFLICT OF INTEREST FORM 990, PART VI, QUESTION 12C THE FOUNDATION'S CONFLICT OF INTEREST POLICY REQUIRES THAT OFFICERS AND DIRECTORS DISCLOSE ANY SITUATIONS THAT MAY RESULT IN A CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST. QUESTIONNAIRES MUST BE COMPLETED ANNUALLY BUT UPDATED SOONER IF A PERSON'S SITUATION CHANGES. DISCLOSURES ARE SUMMARIZED AND REVIEWED BY THE AUDIT COMMITTE OF THE EARLHAM BOARD OF TRUSTEES. IF AN OFFICER OR DIRECTOR HAS A CONFLICT, THEY WILL NOT PARTICIPATE IN THE DECISION-MAKING PROCESS. PROCESS TO DETERMINE CEO, OFFICER, & KEY EMPLOYEE COMPENSATION FORM 990, PART VI, LINES 15A & 15B THE RELATED COMPENSATION IS PAID TO OFFICERS BY EARLHAM COLLEGE. AVAILABILITY OF ORGANIZATION'S GOVERNING DOCS, COI, & FINANCIAL STATEMENTS FORM 990, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. OTHER CHANGES IN NET ASSETS OR FUND BALANCES FORM 990, PART XI, LINE 5 UNREALIZED GAIN: $37,794,628 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RICHARD SMITH TITLE:DIRECTOR, TREASURER HOURS:50 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CATHERINE HABSCHMIDT TITLE:SECRETARY HOURS:50 EARLHAM COLLEGE 801 NATIONAL ROAD WEST RICHMOND IN 47374 350868073 EDUCATION IN 501(C)(3) 2 NA false true true false false false false false false false false false false true false false false false EARLHAM COLLEGE B 12711903 EARLHAM COLLEGE N 62178 EARLHAM COLLEGE C 6750516 METHOD USED IN DETERMINING AMOUNTS INVOLVED WITH RELATED ORGANIZATIONS SCHEDULE R, PART V, LINE 2 (1) CASH CONTRIBUTED (2) ALLOCATION OF PAYROLL EXPENSE (3) VALUE PER FINANCIAL STATEMENTS