2012-05-14T12:16:34-04:00 2011-06-30 PricewaterhouseCoopers LLP 125 High Street Boston MA 02110 990 2010-07-01 951667177 OCCIDENTAL COLLEGE OCCI 3232591417 1600 CAMPUS ROAD LOS ANGELES CA 90041 AMOS R HIMMELSTEIN 2012-05-10 6175305000 2010 2016-02-24 21:20:13Z Jonathan Veitch 1600 CAMPUS ROAD LOS ANGELES CA 90041 206351134 false X WWW.OXY.EDU X 1887 CA SEE SCHEDULE O 43 40 2551 766 749437 -6328 15945171 24241970 87313638 105508686 8248065 16363483 4084540 0 115591414 146114139 30951725 35108737 0 0 55826036 58819082 0 0 6102470 37812753 41306357 124590514 135234176 -8999100 10879963 533544112 592890493 124364236 124803349 409179876 468087144 X SEE SCHEDULE O false false 85122299 34382958 84038547 SEE SCHEDULE O 28036451 118853 20243879 SEE SCHEDULE O 4516598 606926 400036 SEE SCHEDULE O 117675348 true true false true false false true true true true true false false true true true false true false true false false false false false false true true true true false false false false false false false false true false true true false false false true true true false false true 2941 0 true 2551 true true true false false false false true true false false false false X 43 40 false false false false false false false true true false false true true true true true false true true false CA X OCCIDENTAL COLLEGE BUSINESS 3232591417 OFFICE 1600 CAMPUS RD LOS ANGELES CA 90041 X ANNE CANNON ENDERS 1.0 X 0 0 0 DAVID W BERKUS 1.0 X 0 0 0 JOHN G BRANCA JD 1.0 X 0 0 0 EILEEN ANISGARTEN BROWN 1.0 X 0 0 0 CHRISTOPHER C CALKINS JD 1.0 X 0 0 0 ALICE WALKER DUFF PHD 1.0 X 0 0 0 JOHN R FARMER 1.0 X 0 0 0 IRWIN S FIELD 1.0 X 0 0 0 GARY STEVEN FINDLEY JD 1.0 X 0 0 0 J EUGENE GRIGSBY III PHD 1.0 X 0 0 0 FRED HAMEETMAN 1.0 X 0 0 0 JOHN KEISTER 1.0 X 0 0 0 DANIEL IAN MCKINNON 1.0 X 0 0 0 WILLIAM M KAHANE 1.0 X 0 0 0 KENNETH D SULZER JD 1.0 X 0 0 0 CATHERINE A PEPE JD 1.0 X 0 0 0 JOHN B POWER JD 1.0 X 0 0 0 STEPHEN D ROUNTREE 1.0 X 0 0 0 VALERIE REECE 1.0 X 0 0 0 CATHERINE YOUNG SELLECK 1.0 X 0 0 0 STEVEN R ROBINSON 1.0 X 0 0 0 CHRISTOPHER VARELAS 1.0 X 0 0 0 SUSAN MALLORY 1.0 X 0 0 0 BERNARD J TYSON 1.0 X 0 0 0 ANDREA VAN DE KAMP 1.0 X 0 0 0 ROBERT SKOTHEIM 1.0 X 0 0 0 CHARLENE CONRAD LIEBAU 1.0 X 0 0 0 ROBERT NIETHART 1.0 X 0 0 0 JONATHAN VEITCH 50.0 X X 473926 0 144071 CARL A BALLTON 1.0 X 0 0 0 DON R CONLAN 1.0 X 0 0 0 steve f hinchliffe 1.0 X 0 0 0 JULIE DEES JOHNSON 1.0 X 0 0 0 GORDON MACINNES 1.0 X 0 0 0 JANET MCINTYRE 1.0 X 0 0 0 JOAN A PAYDEN 1.0 X 0 0 0 PETER ADAMSON 1.0 X 0 0 0 DAVID ANDERSON 1.0 X 0 0 0 LOUISE EDGERTON 1.0 X 0 0 0 BARBARA KEMP 1.0 X 0 0 0 PAUL RUBIN 1.0 X 0 0 0 RICHARD RUGANI 1.0 X 0 0 0 JANETTE SADIK-KHAN 1.0 X 0 0 0 MICHAEL P GROENER 50.0 X 253526 0 40582 ROZITA AFAR 50.0 X 103869 0 51214 BARBARA AVERY 50.0 X 183348 0 82173 ERIC M FRANK 50.0 X 240323 0 34698 PAMELA ANN MCQUESTEN 50.0 X 185686 0 40488 RICHARD GILMAN 10.0 X 31122 0 4361 DENNIS COLLINS 50.0 X 295042 0 91133 AMOS R HIMMELSTEIN 50.0 X 174856 0 24462 JORGE GONZALEZ 50.0 X 103144 0 13493 VINCE CUSEO 50.0 X 170670 0 34017 PHOEBE DEA 50.0 X 192528 0 20335 DEREK SHEARER 50.0 X 175821 0 26251 ROBERT MOORE 50.0 X 147823 0 16008 ROBERT GOTTLIEB 50.0 X 179041 0 18625 IRENE GIRTON 50.0 X 160955 0 23678 3071680 0 665589 71 false true false TOVEYSHULTZ CONSTRUCTIONS INC 18261 COLLIER AVENUE UNIT A LAKE ELSINORE CA 92530 CONTRACTOR 1319861 VANCREST CONSTRUCTION CORPORATION 7171 N FIGUEROA STREET LOS ANGELES CA 90042 CONTRACTOR 847682 ROYAL OAKS PROPERTY DEV RENOVATIO 3731 LOS AMIGOS STREET LA CRESCENTA CA 91214 CONTRACTOR 487624 DIVERSIFIED LITHO SERVICES 1415 EAST MCFADDEN AVENUE UNIT A SANTA ANA CA 92705 PRINTING 544309 HIGHLAND CONSTRUCTION AND MANAGEMEN 5000 EDENHURST AVE LOS ANGELES CA 90039 CONTRACTOR 683646 22 3022889 21219081 2031430 24241970 TUITION AND FEES 900099 83321084 83321084 ROOM AND BOARD 900099 17028846 17028846 FOOD SERVICE 900099 715915 715915 BOOKSTORE 900099 1442736 1442736 OTHER PROGRAM SERVICE REVENUE 900099 3000105 2173881 826224 105508686 7477716 0 -76787 7554503 0 0 69122762 60236995 8885767 8885767 8885767 0 0 0 0 146114139 104682462 749437 16440270 690450 690450 34418287 34418287 0 0 3942828 1880017 1545257 517554 193286 193286 42268440 37317152 2160529 2790759 3310148 2852078 197572 260498 6162786 5257040 441807 463939 2941594 2516567 209524 215503 0 44458 44458 196305 196305 0 0 3901588 3901588 3755755 2963655 456034 336066 68059 48175 19884 5313013 4016947 553322 742744 1223089 1106836 48043 68210 0 2784287 2613285 171002 1443134 1233695 125479 83960 0 405983 331444 45459 29080 4078901 3973361 105540 0 6431207 6103663 256449 71095 645432 54894 587807 2731 COST OF GOODS SOLD 4533994 4533994 INTERNATIONAL PROGRAMS 3194543 3194543 CAPITAL EXPENDITURE 719814 645243 74571 MEALS AND ENTERTAINMENT 626334 296264 150422 179648 DUES, SUBSCRIP., & LIB. BOOKS 925168 807747 69843 47578 1015293 626725 95463 293105 135234176 117675348 11456358 6102470 2864785 4781007 48008558 40207225 3701958 11280502 612567 529606 382784 0 20491140 22223896 515319 534233 358305 208052 215853789 76195893 134846314 139657896 271271830 307898652 37517524 48070174 12973028 17499250 533544112 592890493 12220912 12930263 4718586 4698378 86735000 85125000 0 0 4167567 4167567 16522171 17882141 124364236 124803349 X 118966756 134557615 154147595 190732089 136065525 142797440 409179876 468087144 533544112 592890493 X 10879963 48027305 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 1 1 false Membership Dues Schedule C, Part II-B, Line 1i The organization pays membership dues to member organizations which may engage in lobbying activities. Therefore, a portion of the dues may be attributable to lobbying activities. X X X false false false 298890606 5250937 55676146 8185647 9238697 342393345 276460804 1575099 38366887 7491188 10020996 298890606 356935132 2595148 -67487860 6800246 8781370 276460804 0.17000 0.83000 false false 6338280 6338280 177937698 59519271 118418427 21238763 14903035 6335728 10339048 1773587 8565461 139657896 PRIVATE EQUITY AND VENTURE CAP 48070174 F 48070174 0 ANNUITIES PAYABLE 13580392 BONDS PREMIUM, NET 1679395 ASSET RETIREMENT OBLIGATION 2622354 17882141 146114139 135234176 10879963 48724697 -697392 48027305 58907268 156876643 48724697 -37962193 10762504 146114139 146114139 97969375 97969375 3901588 33363213 37264801 135234176 Schedule D, Part III, Line 1a Collections, such as rare books and works of art, which were acquired through purchases and contributions since the College's inception, are not recognized as assets on the balance sheets. These collections are held solely for their potential educational value or historical significance. Management has determined that the cost to establish the current market value is deemed to exceed the benefit and therefore the collections were not assigned a value for the purpose of capitalization. Purchases of collection items are recorded as decreases in unrestricted net assets in the year in which the items are acquired or as temporarily or permanently restricted net assets if the assets used to purchase the items have been restricted by donors. Contributed collection items are not reflected in the financial statements. Proceeds from deaccessions or insurance recoveries are reflected as increases in the appropriate net asset category. Schedule D, Part III, Line 4 The college maintains collections of art for display and educational purposes. Schedule D, Part V, Line 4 The college's endowment functions to support student scholarships, professorships, the library, visiting speakers, and other general College activity. Schedule D, Part X FIN 48 FOOTNOTE As required by GAAP, the College has identified and evaluated its significant tax positions for which the statute of limitations remain open and has determined that there is no material unrecognized benefit or liability to be recorded. The open tax years are the years ended June 30, 2008 through June 30, 2011 for federal tax purposes and the years ended June 30, 2007 through June 30, 2011 for California tax purposes. There have been no material changes in unrecognized benefits as of June 30, 2011, nor are any material changes anticipated in the twelve months following June 30, 2011. There have been no related tax penalties or interest, which would be classified as a tax expense in the statement of activities. Schedule D, Part XI, Line 8 Present value adjustment (2,139,384) Change in fair value of assets 1,441,992 Total (697,392) Schedule D, Part XII, Line 2d Financial Aid (33,363,213) Present value adjustment (2,139,384) Change in Fair market value of Assets 1,441,992 Investment expense Reclass (3,901,588) Total (37,962,193) Schedule D, Part XIII, Line 4b Financial Aid 33,363,213 true true true true true true true false false false false false false false false true false true PART I, LINE 3 OCCIDENTAL COLLEGE PUBLICIZES ITS RACIAL NONDISCRIMINATION POLICY ON THE COLLEGE WEBSITE AT WWW.OXY.EDU. PART I, LINE 6A OCCIDENTAL COLLEGE PARTICIPATES IN THE FEDERAL PELL GRANT, WORK STUDY PROGRAM AND SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT. Central America and the Caribbean 0 0 Program Services Study abroad 125226 East Asia and the Pacific 0 0 Program Services STUDY ABROAD 734273 Europe (Including Iceland and Greenland) 0 0 Program Services STUDY ABROAD 1368834 Middle East and North Africa 0 0 Program Services STUDY ABROAD 182016 Russia and the Newly Independent States 0 0 Program Services STUDY ABROAD 12685 South America 0 0 Program Services STUDY ABROAD 249992 South Asia 0 0 Program Services STUDY ABROAD 140105 Sub-Saharan Africa 0 0 Program Services STUDY ABROAD 187442 Europe (Including Iceland and Greenland) 0 0 Program Services RESEARCH 38015 Central America and the Caribbean 0 0 Investments 21942473 North America 0 0 Investments 3713109 0 0 0 0 28694170 28694170 true false true true true false true California Food Policy Advocates 436 14th Street Ste 1220 Oakland CA 94612 943163142 501(c)(3) 55110 community support Coastal Enterprises Inc PO Box 268 36 Water St Wiscasset ME 04578 010347504 501(c)(3) 16260 community support Community Food Security Coalition 3830 SE Division St Portland OR 97202 061495135 501(c)(3) 78335 community support Ecotrust 721 NW Ninth aveSTE 200 Portland OR 97209 931050144 501(c)(3) 27572 community support Farm to Table 618 B Paseo De Peralta Santa Fe NM 87501 850438238 501(c)(3) 84063 community support Los Angeles Unified School District 333 S Beaudry Ave FL 29 Los Angeles CA 90017 680503221 501(c)(3) 25575 COMMUNITY support Mount Holyoke College 50 College st South Hadley MA 01075 042103578 501(c)(3) 39174 COMMUNITY SUPPORT National Center for APPROPRIATE TECHNOLOGY PO BOX 3238 BUTTE MT 59702 810361047 501(c)(3) 55944 COMMUNITY support New North Florida Cooperative Association 3806 Union Rd Marianna FL 32446 503388881 22325 community support Sustainable Economic Enterprises of LA 6605 Hollywood Blvd Los Angeles CA 90028 954597000 501(c)(3) 9786 community support The Food Trust 1617 JFK Blvd STE 900 Philadelphia PA 19103 232678383 501(c)(3) 45295 community support Tierra Miguel Foundation PO Box 1065 Pauma Valley CA 92061 330900911 501(c)(3) 20000 community support University of North Carolina AT CHAPEL HILL PO BOX 402420 ATLANTA GA 30384 566001393 501(c)(3) 37568 community support University of Wisconsin-Madison DRAWER 538 MILWAUKEE WI 53278 396006492 501(c)(3) 8627 community support THE RESEARCH FOUNDATION PO BOX 9 ALBANY NY 12201 141368361 501(C)(3) 30890 COMMUNITY SUPPORT OLD GROVE ORANGE PO BOX 534 MENTONE CA 92359 261626802 15000 COMMUNITY SUPPORT MODEL NEIGHBORHOOD PROGRAM 835 LOCUST AVE 420 LONG BEACH CA 90813 954615739 501(C)(3) 5293 COMMUNITY SUPPORT VERMONT FEED - SHELBURNE FARMS 1611 HARBOR ROAD SHELBURNE VT 05482 030229347 501(C)(3) 31877 COMMUNITY SUPPORT WICKED DELICATE FILMS LLC 232 3RD ST STE B4028 BROOKLYN NY 11215 161736519 79735 COMMUNITY SUPPORT 16 3 Prizes & Awards 61 68288 Stipends 484 790707 Study Grants 111 196079 SCHOLARSHIPS 1530 33363213 Schedule I, Part I, Line 2 All Grant and Contract activity is monitored to ensure that all activity is in compliance with the awarding agency's stipulated terms, conditions and reGulations. All expenditures are reviewed weekly for allowability, and compliance with requirements and objectives of the award. SCHEDULE I, PART III CASH GRANTS ARE CREDITS TO STUDENT ACCOUNTS. X X X X X true true X X X X false false false false false false false false false MICHAEL P GROENER 249091 0 0 0 4435 0 24500 0 16082 0 294108 0 0 0 ROZITA AFAR 101379 0 0 0 2490 0 11458 0 39756 0 155083 0 0 0 BARBARA AVERY 181275 0 0 0 2073 0 18833 0 63340 0 265521 0 0 0 ERIC M FRANK 226597 0 0 0 13726 0 23220 0 11478 0 275021 0 0 0 PAMELA ANN MCQUESTEN 184974 0 0 0 712 0 19400 0 21088 0 226174 0 0 0 PHOEBE DEA 190220 0 0 0 2308 0 19403 0 932 0 212863 0 0 0 DEREK SHEARER 175164 0 0 0 657 0 17893 0 8358 0 202072 0 0 0 ROBERT MOORE 144730 0 0 0 3093 0 15122 0 886 0 163831 0 0 0 JONATHAN VEITCH 468904 0 0 0 5022 0 35525 0 108546 0 617997 0 0 0 DENNIS COLLINS 287193 0 0 0 7849 0 0 0 91133 0 386175 0 0 0 AMOS R HIMMELSTEIN 174658 0 0 0 198 0 16000 0 8462 0 199318 0 0 0 ROBERT GOTTLIEB 171187 0 0 0 7854 0 17731 0 894 0 197666 0 0 0 VINCE CUSEO 170273 0 0 0 397 0 32794 0 1223 0 204687 0 0 0 IRENE GIRTON 150668 0 0 0 10287 0 15410 0 8268 0 184633 0 0 0 Schedule J, Part I, Line 1a Travel for companions is provided to an officer and the value is included in taxable wages. Tax indemnification and gross-up payments are provided to an officer and are included in taxable wages. Housing is provided for certain individuals listed in Part VII as a condition of employment for the convenience of the college. Social Club dues are provided to two officers as a condition of employment and is not included in taxable wages. Use of the social club is for business purposes only. Personal services are provided to certain officers and are included in taxable wages. Additional information The amounts reported in schedule J, Part II, column (D) include the value of on-campus housing provided to Jonathan Veitch, President, Barbara Avery, vice president of student affairs and dean of students, and Dennis Collins, senior vice president of institutional advancement, as a condition of employment for the convenience of the college. CEFA SERIES 2005A 521705592 1301752J0 2005-04-12 56486748 fin cap proj & part refund 1997 false false false CEFA SERIES 2005B 521705592 1301753J9 2005-04-12 16038768 Partially refund 1997 bonds false false false CEFA SERIES 2008 521705592 130178ND4 2008-03-06 19747741 finance capital projects false false false 60293086 1941721 610011 573000 40199896 14413660 2582659 false true true true 16038768 121150 130000 15787618 false true true 19919397 394835 16179328 3367800 false false true true false false false false true 0.00000 0.00000 0.00000 true false false false false true 0.00000 0.00000 0.00000 true false false false false true 0.00000 0.00000 0.00000 true false false false false true false false false false false false false false false false false true false SEE SCHEDULE O. Matthew Calkins family member of trustee 106742 compensation from Occidental false Andrew Shtulman family member of trustee 86544 compensation from Occidental false X 3 NOT VALUED X 30357 SALE OF COMPARABLES X 118 1059073 COST/SELLING PRICE X 1 50000 COST/SELLING PRICE X 1 70050 EXPERT OPINION X 1 600000 PER INVENTORY X 19 5634 COST/SELLING PRICE X GIFT CERTIFICATES 23 915 FACE VALUE X ADMISSION & AIRLINE TICKETS 11 10558 FACE VALUE X MATCHING GIFTS 1 4980 IBM MATCHES X EQUIPMENT 1 2500 EST VALUE PER DONOR X ESTATE BEQUEST 1 194000 PER INVENTORY X MISCELLANEOUS 2 3360 AT COST TO DONOR false true true Schedule M, Part I, COLUMN B OCCIDENTAL COLLEGE IS REPORTING THE NUMBER OF CONTRIBUTIONS AND NOT THE NUMBER OF ITEMS. Schedule M, Part I, line 32b THE COLLEGE WILL UTILIZE OUTSIDE VENDORS ON AN AS NEEDED BASIS DEPENDING UPON THE TYPE OF NON-CASH GIFT. Organization's Mission FORM 990, PART III, Line 1 THE MISSION OF OCCIDENTAL COLLEGE IS TO PROVIDE A GIFTED AND DIVERSE GROUP OF STUDENTS WITH A TOTAL EDUCATIONAL EXPERIENCE OF THE HIGHEST QUALITY - ONE THAT PREPARES THEM FOR LEADERSHIP IN AN INCREASINGLY COMPLEX, INTERDEPENDENT AND PLURALISTIC WORLD. THE DISTINCTIVE INTERDISCIPLINARY AND MULTICULTURAL FOCUS OF THE COLLEGE'S ACADEMIC PROGRAM SEEKS TO FOSTER BOTH THE FULFILLMENT OF INDIVIDUAL ASPIRATIONS AND A DEEPLY ROOTED COMMITMENT TO THE PUBLIC GOOD. THIS MISSION IS ANCHORED BY FOUR CORNERSTONES: EXCELLENCE, EQUITY, COMMUNITY AND SERVICE. THESE BUILDING BLOCKS, IN ONE FORM OR ANOTHER, HAVE LONG BEEN THE BASIS FOR THE COLLEGE'S COMMITMENT TO PROVIDING RESPONSIBLE LEADERS AND CITIZENS FOR OUR DEMOCRATIC SOCIETY. CHOOSING THEM TO SUPPORT THE FUTURE HELPS TO ENSURE THAT THE COLLEGE REMAINS TRUE TO ITS MISSION WHILE ADAPTING TO A CHANGING WORLD. FORM 990, PART III, LINE 4A Academic program: As the first and still only college of the liberal arts and sciences in the city of Los Angeles, Occidental's academic program is essential to its educational mission. Occidental's 28 academic departments offer 35 majors and minors in the sciences, arts, humanities and social sciences. As at all colleges, this is a labor-intensive mission: Occidental employs 187 full-time and 85 part-time faculty to teach and mentor its students. In addition to classes taught at Occidental, the College also supports a program of what it terms community-based learning, which ties service learning directly to the curriculum; one of the country's best undergraduate research programs; an academically rigorous study abroad program with competitive admission; and a United Nations program in New York that combines academic coursework with internships. Occidental also provides programs to help students improve writing, research, and other academic skills; assist students with learning and physical challenges; and helps faculty identify and promote effective teaching methods. In support of its academic programs, Occidental operates a library fully quipped with print and digital resources open seven days a week during the academic year; a campus computer network, server system, and wide array of hardware and software; science laboratories; art studios, theater space, music rehearsal and performance spaces, and video and film equipment. FORM 990, PART III, LINE 4B Co-curricular program: As an intentionally residential college of the liberal arts and sciences, Occidental regards the interaction between students, faculty and staff, and between students themselves outside the classroom as an essential part of a liberal arts education that educates the whole student. Occidental students are required to live on campus for their first three years, and almost 80 percent of students currently reside in College residence halls. The Residence Life Office staffs the college's 13 residence halls and together with the Office of Student Affairs offers a wide variety of co-curricular programming for students. Student Affairs also supports student government and more than 80 other student clubs and organizations, all of which provide opportunities for the development of student leadership and initiative. Throughout its history, Occidental has regarded athletics as an essential co-curricular program. A founder of intercollegiate athletic competition in Southern California, Occidental offers 21 intercollegiate sports for men and women at the NCAA Division III level, as well as club and intramural sports. FORM 990, PART III, LINE 4C Public service: Occidental's formal record of institutional community service extends back almost half a century to the founding of its Community Literacy Center in 1963 to provide one-on-one tutoring to local elementary school students. Occidental has been named to the President's Honor Roll for five consecutive years, and was designated a community engagement institution by the Carnegie Foundation for the Advancement of Teaching in 2008. Occidental's Upward Bound program, launched in 1966 as one of the college access program's pilot programs, is one of the largest and most successful programs in California. It has been expanded into underserved middle schools in Northeast Los Angeles through Occidental's GEAR UP partnership with Los Angeles Unified School District. The College's Center for Community Based Learning and Urban and Environmental Policy Institute combine academic and outreach programs in a number of areas ranging from improving high school graduation rates through the development of innovative mathematics curricula to improving student nutrition and supporting small family farms through the national Farm to School program. Form 990, Part VI, Line 11 The College provides the Form 990 information to the independent tax preparer. Once they have completed the Form 990, they return a draft to the College. The Associate Vice President for Finance and Vice President for Finance and Planning perform a thorough review of the draft return. All necessary corrections are made to the Form 990. The updated draft Form 990 is then submitted to the College's Audit Committee for review. The independent tax preparer presents the draft return to the Audit Committee and allows for questions and discussion. Any changes that are identified by the Audit Committee are made to the Form 990. At that point, the Form 990 is made available to the full Board of Trustees. The Form 990 is signed by the independent tax preparer and submitted to the Internal Revenue Service by the due date. Form 990, Part VI, Line 12c Every year the College sends the conflict of interest questionnaire to appropriate persons. Responses are followed up on to ensure we receive 100% of all questionnaires. Responses are reviewed by the office of the Vice President for Administration and Finance. Any conflicts that have not been brought to the Audit Committee previously are brought to the Audit Committee to discuss in Executive Session. Conflicts are reviewed by the Vice president for administration and finance and by the legal department. Upon the discovery of a conflict, the individual will be directed to recuse himself/herself from involvement in the matter. FORM 990, PART VI, LINE 14 THE COLLEGE HAS A CAMPUS-WIDE POLICY IN PLACE FOR DOCUMENT RETENTION AND DESTRUCTION THAT HAS BEEN APPROVED BY MANAGEMENT. THE COLLEGE INTENDS TO PRESENT THE POLICY TO THE COLLEGE'S GOVERNING BOARD FOR APPROVAL. Form 990, Part VI, Line 15 The College's process in fiscal year 2011 for determining officer compensation is: 1) We obtain comparison data 2) Compensation is determined based on the comparison data 3) Compensation is approved by the Executive Compensation Committee 4) THE EXECUTIVE COMPENSATION COMMITTEE'S DELIBERATION AND DECISION MAKING PROCESS REGARDING OFFICER COMPENSATION IS CONTEMPORANEOUSLY SUBSTANTIATED. Form 990, Part VI, Line 19 The College makes its financial statements available to the public on the College's website which is accessible to the public. The governing documents and conflict of interest policy are not available for public inspection. Form 990, Part XI, Line 5 UNREALIZED GAINS OF $48,724,697 LESS PRESENT VALUE ADJUSTMENT OF $2,139,384 PLUS CHANGE IN FAIR VALUE OF ASSETS OF $1,441,992 Schedule K, Part II, Line 3 REPRESENTS ISSUE PRICE PLUS INTEREST EARNED. Schedule K, Part III, Lines 4-5 During the year ended June 30,2011 Occidental college had facilities that were partially financed with tax-exempt bonds. Occidental also used its own equity in those projects. For each project that was partially financed with tax-exempt bonds, Occidental elected to allocate private business use first to its equity investment. CHARITABLE REMAINDER TRUST (36) FUNDRAISING NA T false false true false false false false false false false false false false false false false false false CHARITABLE REMAINDER TRUST (4) C 329971 FMV PART IV, LINE 1, COLUMN (C) CA, HI, NY