2012-05-14T08:06:01-04:00 2011-06-30 KPMG LLP One Financial Plaza Hartford CT 061032608 990 2010-07-01 010215213 BOWDOIN COLLEGE BOWD 2077253804 5400 COLLEGE STATION BRUNSWICK ME 040118445 MATTHEW ORLANDO 2012-05-09 8605223200 2010 2016-02-24 21:20:13Z BARRY MILLS 5400 COLLEGE STATION BRUNSWICK ME 040118445 535751000 false X WWW.BOWDOIN.EDU X 1794 ME FOUR-YEAR PRIVATE UNDERGRADUATE LIBERAL ARTS COLLEGE 44 43 2807 750 -241000 -1349859 32109000 28543000 95784000 99633000 30940000 52805000 0 158833000 180981000 25338000 27988000 0 73639000 78022000 81000 5141000 49354000 50765000 148331000 156856000 10502000 24125000 1140092000 1294173000 192773000 203029000 947319000 1091144000 X IT 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. false false 139647000 27988000 99633000 THE ON-CAMPUS STUDENT BODY NUMBERS APPROXIMATELY 1,770. AN ESTIMATED 120 STUDENTS STUDY AWAY ANNUALLY; 92% 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 2011, 36,936 STUDENTS HAVE MATRICULATED AT BOWDOIN COLLEGE, AND 28,803 DEGREES IN ACADEMIC PROGRAMS HAVE BEEN AWARDED. 139647000 true true false true false false true true true true true false false true true true false true true true false true true false false false true true true true false false false false false true true false true true true true false false true true true true false false true 424 0 true 2807 true true true false false false false false false false false true false X 44 43 false false false false false false false true true false false true true true true true true true true false ME X MATTHEW P ORLANDO 2077253804 5400 COLLEGE STATION BRUNSWICK ME 040118445 X STEPHEN F GORMLEY 12.0 X X 0 0 0 MICHELE G CYR 6.0 X X 0 0 0 DEBORAH JENSEN BARKER 4.0 X 0 0 0 ARTHUR E BLACK 4.0 X 0 0 0 RONALD C BRADY 4.0 X 0 0 0 DAVID G BROWN 4.0 X 0 0 0 TRACY J BURLOCK 4.0 X 0 0 0 WILLIAM E CHAPMAN II 4.0 X 0 0 0 GERALD C CHERTAVIAN 4.0 X 0 0 0 LEONARD W COTTON 4.0 X 0 0 0 JEFF D EMERSON 4.0 X 0 0 0 MARC B GARNICK 4.0 X 0 0 0 JOHN A GIBBONS JR 4.0 X 0 0 0 ALVIN D HALL 4.0 X 0 0 0 KAREN T HUGHES 4.0 X 0 0 0 BRADFORD A HUNTER 4.0 X 0 0 0 DENNIS J HUTCHINSON 4.0 X 0 0 0 WILLIAM S JANES 4.0 X 0 0 0 ANN HAMBELTON KENYON 4.0 X 0 0 0 GREGORY E KERR 4.0 X 0 0 0 MICHAEL P LAZARUS 4.0 X 0 0 0 JAMES W MACALLEN 4.0 X 0 0 0 LISA A MCELANEY 4.0 X 0 0 0 JOHN F MCQUILLAN JR 4.0 X 0 0 0 HENRY T MONIZ 4.0 X 0 0 0 TAMARA A NIKURADSE 4.0 X 0 0 0 JOHN S OSTERWEIS 4.0 X 0 0 0 SCOTT B PERPER 4.0 X 0 0 0 JANE L PINCHIN 4.0 X 0 0 0 ABIGAIL PSYHOGEOS 4.0 X 0 0 0 LINDA HORVITZ ROTH 4.0 X 0 0 0 GEOFFREY C RUSACK 4.0 X 0 0 0 H ALLEN RYAN 4.0 X 0 0 0 JOAN BENOIT SAMUELSON 4.0 X 0 0 0 D ELLEN SHUMAN 4.0 X 0 0 0 PETER M SMALL 4.0 X 0 0 0 JAMES E STALEY 4.0 X 0 0 0 SHELDON M STONE 4.0 X 0 0 0 JOHN J STUDZINSKI 4.0 X 0 0 0 ALAN R TITUS 4.0 X 0 0 0 PAULA M WARDYNSKI 4.0 X 0 0 0 DAVID P WHEELER 4.0 X 0 0 0 ROBERT F WHITE 4.0 X 0 0 0 BARRY MILLS 40.0 X X 394504 0 88679 S CATHERINE LONGLEY 40.0 X 240838 0 60036 WILLIAM A TORREY III 40.0 X 243009 0 66324 PAULA VOLENT 40.0 X 718661 0 62505 CRISTLE COLLINS JUDD 40.0 X 209226 0 52639 MITCHEL DAVIS 40.0 X 165019 0 41296 TIMOTHY FOSTER 40.0 X 163650 0 40407 SCOTT MEIKLEJOHN 40.0 X 177447 0 33778 CRAIG MCEWEN 40.0 X 169119 0 33662 PATSY DICKINSON 40.0 X 165935 0 54035 BRUCE KOHORN 40.0 X 157190 0 41363 RICHARD MORGAN 40.0 X 151859 0 32428 ALLEN WELLS 40.0 X 154535 0 41221 3110992 0 648373 85 false true false CENTRAL MAINE POWER PO BOX 11752 NEWARK NJ 07101 UTILITIES 692000 LYRASIS 1438 PEACHTREE ST NW SUITE 200 ATLANTA GA 30309 LIBRARY RESOURCES 557480 EBSCO PO BOX 830625 BIRMINGHAM AL 35283 LIBRARY RESOURCES 534000 ANTHEM HEALTH PLANS OF MAINE INC 2 GANNETT DRIVE SOUTH PORTLAND ME 04106 BENEFIT PLAN ADMIN 508700 VERRILL DANA LLP 1 PORTLAND SQUARE PO BOX 586 PORTLAND ME 04112 LEGAL 410000 40 3232000 25311000 1863000 28543000 TUITION & FEES 611710 75560000 75560000 ROOM & BOARD 611710 18653000 18653000 AUXILIARY ENTERPRISES 611710 4873000 4157000 716000 TRUST INCOME 611710 547000 547000 99633000 7809000 -957000 8766000 0 0 0 399740000 26000 354617000 153000 45123000 -127000 44996000 44996000 0 0 0 0 180981000 98917000 -241000 53762000 202000 202000 27567000 27567000 219000 219000 0 3004000 1949000 659000 396000 146000 146000 54966000 47936000 4435000 2595000 5602000 4985000 384000 233000 10296000 9111000 728000 457000 4008000 3510000 308000 190000 0 451000 105000 342000 4000 367000 367000 0 81000 81000 616000 493000 123000 4295000 3674000 484000 137000 48000 29000 17000 2000 4728000 4044000 193000 491000 3130000 1972000 1158000 0 6023000 5294000 729000 2956000 2645000 51000 260000 0 518000 392000 23000 103000 6281000 5527000 754000 0 10208000 9391000 817000 605000 520000 85000 PURCHASES FOR RESALE 3779000 3779000 LIBRARY MATERIALS 2258000 2258000 FACILITIES MAINT. & REPAIR 1872000 1722000 150000 EQP RENTAL,MAINT. & REPAIR 983000 858000 120000 5000 ACQUISITION OF ART 587000 587000 1060000 878000 141000 41000 156856000 139647000 12068000 5141000 29403000 32943000 21253000 16213000 2696000 2554000 3000 3000 7062000 6454000 1514000 1565000 2431000 2480000 368336000 120362000 251617000 247974000 43901000 65516000 759277000 898219000 20935000 20252000 1140092000 1294173000 12726000 14398000 4208000 4208000 907000 1233000 136951000 137029000 525000 484000 8493000 15162000 28963000 30515000 192773000 203029000 X 171876000 166058000 395453000 520998000 379990000 404088000 947319000 1091144000 1140092000 1294173000 X 24125000 119700000 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true LOBBYING ACTIVITIES PART II-B, LINE 1I THE ORGANIZATION PAYS MEMBERSHIP DUES TO ORGANIZATIONS WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. X X X X false false true 753525000 24697000 166150000 16436000 21595000 2126000 904215000 688384000 30940000 73857000 16335000 21151000 2170000 753525000 831460000 36977000 -145580000 13494000 18866000 2113000 688384000 0.07800 0.92100 0.00100 false false 4345000 4345000 323250000 87522000 235728000 415000 124000 291000 27927000 24721000 3206000 12399000 7995000 4404000 247974000 EQUITIES 200614000 F FIXED INCOME 1031000 F ABSOLUTE RETURN 367186000 F BUYOUTS/DISTRESSED 123255000 F VENTURE CAPITAL 120294000 F REAL ESTATE 63346000 F NATURAL RESOURCES 22493000 F 898219000 0 LIABILITY: POST-RETIREMENT BENEFIT 11760000 ASSET RETIREMENT OBLIGATION 1225000 INCOME AND OUTSIDE INVESTMENT 13603000 FAIR VALUE OF INTEREST RATE SWAP 3927000 30515000 180981000 156856000 24125000 116812000 2888000 119700000 143825000 298574000 116812000 2888000 119700000 178874000 2107000 2107000 180981000 154749000 154749000 2107000 2107000 156856000 ORGANIZATIONS MAINTAINING COLLECTIONS PART III, LINE 1A THE 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 COLLECTIONS PART III, LINE 4 COLLEGE COLLECTIONS ARE PRIMARILY ART OBJECTS HELD FOR PUBLIC EXHIBITION AND EDUCATION. CUSTODIAL ACCOUNTS PART IV, LINE 2B THE COLLEGE SERVES AS THE AGENT INSTITUTION FOR THE INTERCOLLEGIATE SRI LANKA EDUCATION PROGRAM: $467,000; SECURITY DEPOSITS ON RENTAL PROPERTIES: $17,000 ENDOWMENT FUNDS PART V, LINE 4 THE 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 POSITIONS PART X, LINE 2 THE COLLEGE IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3). 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 ASSETS PART XI, LINE 8 NET REALIZED AND UNREALIZED GAIN ON INTEREST RATE SWAP $260,000 POSTRETIREMENT-RELATED CHANGES OTHER THAN NET PERIODIC COST ($213,000) NET CHANGE IN ANNUITY AND LIFE INCOME FUNDS $2,841,000 TOTAL $2,888,000 OTHER REVENUE IN FINANCIAL STATEMENTS, NOT ON FORM 990 PART XII, LINE 2D NET REALIZED AND UNREALIZED GAIN ON INTEREST RATE SWAP $260,000 POSTRETIREMENT-RELATED CHANGES OTHER THAN NET PERIODIC COST ($213,000) NET CHANGE IN ANNUITY AND LIFE INCOME FUNDS $2,841,000 TOTAL $2,888,000 true true true true true true true false false false false false false false false true false true RACIALLY NONDISCRIMINATORY POLICY PART I, LINE 3 THE 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 AID PART I, LINE 6A THE COLLEGE RECEIVES AID FROM THE FEDERAL GOVERNMENT IN THE FORM OF STUDENT FINANCIAL AID. true East Asia and the Pacific 0 0 Grantmaking 17000 Europe (Including Iceland and Greenland) 0 0 Grantmaking 202000 Central America and the Caribbean 0 0 Investments 446387000 Europe (Including Iceland and Greenland) 0 0 Investments 9493000 Sub-Saharan Africa 0 0 Investments 5068000 Europe (Including Iceland and Greenland) 0 0 Fundraising 12000 North America 1 1 Program Services SCIENTIFIC RESEARCH 42000 North America 0 0 Program Services SEE PART V 35000 North America 0 0 Program Services ART OBJECTS 15000 East Asia and the Pacific 0 0 Program Services SEE PART V 6000 Europe (Including Iceland and Greenland) 0 0 Program Services SEE PART V 74000 Europe (Including Iceland and Greenland) 0 0 Program Services ART OBJECTS 193000 Europe (Including Iceland and Greenland) 0 0 Program Services STUDENT RECRUITMENT 4000 Europe (Including Iceland and Greenland) 0 0 Program Services LIBRARY MATERIALS 2000 South America 0 0 Program Services LIBRARY MATERIALS 1000 South Asia 0 0 Program Services SEE PART V 2000 Sub-Saharan Africa 0 0 Program Services SEE PART V 33000 1 1 1 1 461586000 461586000 FINANCIAL AID East Asia/Pacific 2 17000 WIRE TRANSF. FINANCIAL AID Europe/Iceland/Greenland 21 202000 WIRE TRANSF. true false true true true false MONITOR THE USE OF GRANT FUNDS PART I, LINE 2 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 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 ACTIVITIES PART I, LINE 3 PROGRAM SERVICE ACTIVITY #8, 10, 11, 16, AND 17 - FACULTY AND STAFF PROFESSIONAL DEVELOPMENT, RESEARCH, AND RELATED TRAVEL. X X X true KENNETH P HORSBURGH JR 3901-1 LANDER ROAD CHAGRIN FALLS OH 44022 SEE PART IV false 0 60000 0 CAROL O'BRIEN ASSOCIATES SOUTH COURT 3211 SHANNON ROAD SUI DURHAM NC 277076325 CONSULTING false 0 21000 0 0 81000 0 ME FUNDRAISING SERVICES PART I, LINE 2B, COLUMN (II) KENNETH P. HORSBURGH, JR. FUNDRAISING ACTIVITY: PROSPECT DEVELOPMENT, PROSPECT MANAGEMENT AND INDIVIDUAL PROSPECT SOLICITATION PART I, LINE 2B, COLUMN (V) BOTH PARTIES RECEIVE REIMBURSEMENT FOR OUT OF POCKET EXPENSES. THE TOTAL REPORTED IN COLUMN (V) INCLUDES PAYMENT FOR CONTRACTED SERVICES AND REIMBURSEMENT FOR OUT OF POCKET EXPENSES. true TOWN OF BRUNSWICK 28 FEDERAL ST BRUNSWICK ME 04011 999999999 110000 CONTRIBUTION UNITED WAY OF MID COAST ME 34 WING FARM BATH ME 04530 016004866 501(C)(3) 15000 CONTRIBUTION PINE GROVE CEMETERY 4 BEECH DR BRUNS ME 04011 010140283 10500 CONTRIBUTION BRUNSWICK DOWNTOWN ASSOCIATION PO BOX 15 BRUNSWICK ME 04011 753131242 501(C)(3) 10000 CONTRIBUTION COASTAL TRANSPORTATION 46 SUMMER ST ROCKLAND ME 04841 222571406 501(C)(3) 10000 CONTRIBUTION TOWN OF HARPSWELL PO BOX 39 HARPSWELL ME 04079 999999999 8500 CONTRIBUTION 5 1 FINANCIAL AID FOR UNDERGRADUATE STUDENTS 800 26117000 STUDENT RESEARCH FELLOWSHIPS 361 740000 GRAD. STUDENT FINANCIAL AID & POST GRAD. AWARDS 81 464000 ACADEMIC ACHIEVEMENT & OTHER STUDENT AWARDS 203 246000 MONITOR THE USE OF GRANT FUNDS PART I, LINE 2 GRANT 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. GRANT 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. X X true true X X X false false false false false false false true false BARRY MILLS 380932 0 0 0 13572 0 37498 0 51181 0 483183 0 0 0 S CATHERINE LONGLEY 237266 0 0 0 3572 0 37453 0 22583 0 300874 0 0 0 WILLIAM A TORREY III 234007 0 0 0 9002 0 37453 0 28871 0 309333 0 0 0 PAULA VOLENT 416456 0 300000 0 2205 0 42890 0 19615 0 781166 0 0 0 CRISTLE COLLINS JUDD 207235 0 0 0 1991 0 28067 0 24572 0 261865 0 0 0 MITCHEL DAVIS 163548 0 0 0 1471 0 24748 0 16548 0 206315 0 0 0 TIMOTHY FOSTER 163132 0 0 0 518 0 21614 0 18793 0 204057 0 0 0 SCOTT MEIKLEJOHN 171172 0 0 0 6275 0 25504 0 8274 0 211225 0 0 0 CRAIG MCEWEN 164882 0 0 0 4237 0 24609 0 9053 0 202781 0 0 0 PATSY DICKINSON 164650 0 0 0 1285 0 25326 0 28709 0 219970 0 0 0 BRUCE KOHORN 156605 0 0 0 585 0 23484 0 17879 0 198553 0 0 0 RICHARD MORGAN 149691 0 0 0 2168 0 22303 0 10125 0 184287 0 0 0 ALLEN WELLS 153081 0 0 0 1454 0 22870 0 18351 0 195756 0 0 0 BENEFITS, PART I, LINE 1A AIR 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. 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. NON-FIXED PAYMENTS PART I, LINE 7 A KEY EMPLOYEE IN THE INVESTMENT OFFICE HAS AN INCENTIVE PERFORMANCE-RELATED BONUS BASED IN PART ON THE INVESTMENT PERFORMANCE OF THE BOWDOIN COLLEGE ENDOWMENT. COMPENSATION PART II A PORTION OF THE COMPENSATION AMOUNTS REPORTED FOR PATSY DICKINSON AND BRUCE KOHORN IS ATTRIBUTABLE TO SUPPLEMENTAL SALARY EARNED ON EXTERNALLY FUNDED RESEARCH AWARDS. MAINE HHEFA 010314384 560425W30 2008-03-24 20700000 REFUND S2007 ISSUED 06/06/07 false false false MAINE HHEFA 010314384 5604253P3 2009-05-14 97207250 REFUNDING/CONSTRUCTION -SEE PART V false false false 0 0 20700000 0 0 20500000 200000 0 0 0 0 0 2009 true false true true 0 0 97207250 0 207080 93868541 875830 0 0 2085774 0 0 2012 true true false true false true false false true 0.00000 0.00000 0.00000 true false true false false true 0.00550 0.00560 0.01110 true false true false false false false false false false false false false DESCRIPTION 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 SEE PART V X 868 723 false false true SEE PART V X 3361 2088 false false true SEE PART V X 1705 521 false false true 3332 NA N/A 19520 SCHOLARSHIP MAINE EMPLOYERS MUTUAL INSURANCE BOARD MEMBER - C. LONGLEY 170119 BOARD MEMBER AT ME EMPLOYERS false UNITED EDUCATORS BOARD MEMBER - C. LONGLEY 233731 BOARD MEMBER AT UNITED EDUC. false PAMELA TORREY KEY EMPLOYEE - W. TORREY 146000 COLLEGE EMPLOYEE FAMILY MEMBER false LOANS TO INTERESTED PERSONS PART II THE 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): HIGHLY COMPENSATED EMPLOYEE LINE (2)(A): KEY EMPLOYEE LINE (3)(A): HIGHLY COMPENSATED EMPLOYEE BUSINESS TRANSACTIONS WITH INTERESTED PERSONS, PART IV RELATIONSHIP 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. X 1179 0 X 1 0 SEE PART II X 119 1618000 SEE PART II X 1 245000 FAIR MARKET VALUE 17 false true false CONTRIBUTIONS PART I, COLUMN (B) THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. NON-CASH CONTRIBUTIONS PART I, LINE 7 - BOAT THE COLLEGE RECEIVED A BOAT AS A CHARITABLE CONTRIBUTION, BUT DID NOT ASSIGN A VALUE TO IT. PART I, LINE 9 - SECURITIES-PUBLICLY TRADED 113 OUTRIGHT GIFTS OF PUBLICLY TRADED SECURITIES WERE VALUED AT FAIR MARKET VALUE. 6 PLANNED GIFTS WERE VALUED AT NET PRESENT VALUE. ART - WORKS OF ART PART I, LINE 33 THE COLLEGE DOES NOT RECOGNIZE REVENUE FOR CONTRIBUTIONS OF ART OBJECTS OR BOOKS AND PUBLICATIONS. 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 POLICY CORE FORM 990, PART VI, SECTION B, LINE 12C THE 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 POLICY CORE FORM 990, PART VI, SECTION B, LINE 15 IN 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 DISCLOSURE CORE FORM 990, PART VI, SECTION B, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. OTHER CHANGES IN NET ASSETS CORE FORM 990, PART XI, LINE 5 NET UNREALIZED GAIN ON INVESTMENTS $116,812,000 NET REALIZED AND UNREALIZED GAIN ON INTEREST RATE SWAP $260,000 POSTRETIREMENT-RELATED CHANGES OTHER THAN NET PERIODIC COST ($213,000) NET CHANGE IN ANNUITY AND LIFE INCOME FUNDS $2,841,000 TOTAL $119,700,000 POLAR BEAR INVESTMENTS LLC 5400 COLLEGE STATION BRUNSWICK ME 04011 043375078 INVESTMENTS ME 11667031 34424911 NA BOWDOIN COLLEGE TRUST JP MORGAN CHASE BANK NA BOX 3038 MILWAUKEE WI 532013038 136098631 INVESTING ME 501(C)(3) III-O NA EL TRUST BNY MELLON NA - PO BOX 185 PITTSBURGH PA 152300185 046093554 INVESTING PA 4947(A)(1) PF NA JFP CHARITABLE TRUST PO BOX 1802 PROVIDENCE RI 029011802 056007859 INVESTING RI 501(C)(3) PF NA AW TRUST PO BOX 1802 PROVIDENCE RI 029011802 046024611 INVESTING MA 4947(A)(1) PF NA TP PARTNERSHIP PO BOX 770 ASHLAND KY 41105 550648835 INVESTING KY NA EXCLUDED 512,513,514 8 115093 false 0 true 0.56000 CHARITABLE REMAINDER TRUSTS INVESTING NA TRUST 0 3830724 false false false false false false false false false false false false false false false false false true BOWDOIN COLLEGE TRUST R 129203 EL TRUST R 207347 JFP CHARITABLE TRUST R 71234 CHARITABLE REMAINDER TRUSTS DOMICILED PART IV THERE ARE 7 TRUSTS REPORTED IN PART IV. THEY ARE DOMICILED IN MASSACHUSETTS, CONNECTICUT, AND MAINE.