BARD COLLEGE: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BARD COLLEGE (EIN 14-1713034)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-03-10
IRS object ID
202610699349300301
Schema version
2024v5.5
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)
Return2026-03-10T00:15:03-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN141442607PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BST & CO CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 BRITISH AMERICAN BLVDAddressLine1Txt
CityLATHAMCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12110ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN141713034EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BARD COLLEGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBARDBusinessNameControlTxt
Phone8457587511PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CAMPUS ROAD PO BOX 5000AddressLine1Txt
CityANNANDALEONHUDSONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12504ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAURA RAMSEYPersonNm
Person TitleVICE PRESIDENT FOR FINANCEPersonTitleTxt
Phone8457587511PhoneNum
Signature2026-03-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUDY A CAHEEPreparerPersonNm
PTINP00281935PTIN
Phone5184596700PhoneNum
Preparation2026-03-09PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLEON BOTSTEINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CAMPUS ROAD PO BOX 5000AddressLine1Txt
CityANNANDALEONHUDSONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12504ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$985,135,947GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BARD.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1860FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionBARD COLLEGE SEEKS TO PROVIDE A CHALLENGING ACADEMIC PROGRAM AND A SUPPORTIVE ENVIRONMENT THAT FOSTERS A COLLABORATIVE INTERCHANGE OF IDEAS IN THE CLASSROOM AS WELL AS AMBITION TO ACHIEVE EXCELLENCE.ActivityOrMissionDesc
Voting Members Governing Body25VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee5656TotalEmployeeCnt
Total Volunteers23TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$121,417,581PYContributionsGrantsAmt
CY Contributions Grants$694,042,649CYContributionsGrantsAmt
PY Program Service Revenue$193,341,752PYProgramServiceRevenueAmt
CY Program Service Revenue$206,980,969CYProgramServiceRevenueAmt
PY Investment Income$8,263,887PYInvestmentIncomeAmt
CY Investment Income$16,846,116CYInvestmentIncomeAmt
PY Other Revenue$8,865,680PYOtherRevenueAmt
CY Other Revenue$12,446,268CYOtherRevenueAmt
PY Total Revenue$331,888,900PYTotalRevenueAmt
CY Total Revenue$930,316,002CYTotalRevenueAmt
PY Grants And Similar Paid$115,840,899PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$122,152,075CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$158,771,747PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$160,980,465CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$121,040PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$143,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,917,669CYTotalFundraisingExpenseAmt
PY Other Expenses$117,942,784PYOtherExpensesAmt
CY Other Expenses$125,097,489CYOtherExpensesAmt
PY Total Expenses$392,676,470PYTotalExpensesAmt
CY Total Expenses$408,373,029CYTotalExpensesAmt
PY Revenues Less Expenses-$60,787,570PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$521,942,973CYRevenuesLessExpensesAmt
Total Assets BOY$1,129,480,829TotalAssetsBOYAmt
Total Assets EOY$1,707,357,698TotalAssetsEOYAmt
Total Liabilities BOY$619,892,228TotalLiabilitiesBOYAmt
Total Liabilities EOY$642,831,896TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$509,588,601NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,064,525,802NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionBARD COLLEGE SEEKS TO PROVIDE A CHALLENGING ACADEMIC PROGRAM AND A SUPPORTIVE ENVIRONMENT THAT FOSTERS A COLLABORATIVE INTERCHANGE OF IDEAS IN THE CLASSROOM AS WELL AS AMBITION TO ACHIEVE EXCELLENCE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$373,259,022ExpenseAmt
Grant$122,152,075GrantAmt
Revenue$219,469,144RevenueAmt
DescBARD COLLEGE IS AN INDEPENDENT, COMPREHENSIVE LIBERAL ARTS COLLEGE LOCATED ON A PARK-LIKE CAMPUS THAT COVERS MORE THAN 1,500 ACRES BORDERING THE HUDSON RIVER. BARD HAS DEVELOPED A NEW VISION AND MODEL OF THE LIBERAL ARTS COLLEGE, AS A CENTRAL BODY SURROUNDED BY SIGNIFICANT INSTITUTES AND PROGRAMS - "SATELLITES" - THAT STRENGTHEN ITS' CURRICULUM. WHILE IT IS FLEXIBLE ENOUGH TO INCLUDE PROGRAMS FOR RESEARCH, GRADUATE STUDY, COMMUNITY OUTREACH, AND OTHER CULTURAL AND EDUCATIONAL ACTIVITIES, THE UNDERGRADUATE PROGRAM REMAINS ITS FOCUS. EACH SATELLITE PROGRAM IS DESIGNED TO ENHANCE THE UNDERGRADUATE COURSE OF STUDY BY OFFERING STUDENTS OPPORTUNITIES FOR INTERACTION WITH LEADING ARTISTS AND SCHOLARS. IN ADDITION TO THE UNDERGRADUATE COLLEGE, BARD HAS UNDERTAKEN A NUMBER OF IMPORTANT EDUCATIONAL INITIATIVES THAT INCLUDE BUT ARE NOT LIMITED TO THE FOLLOWING: DURING 1979, BARD ASSUMED CONTROL AND OWNERSHIP OF SIMON'S ROCK EARLY COLLEGE (NOW CALLED BARD COLLEGE AT SIMON'S ROCK) (SIMON'S ROCK) LOCATED IN GREAT BARRINGTON, MASSACHUSETTS. ALTHOUGH BARD AND SIMON'S ROCK REMAIN DISTINCT AND CARRY ON SEPARATE ACADEMIC PROGRAMS AT THEIR RESPECTIVE CAMPUSES, THE RELATIONSHIP BETWEEN THE TWO INSTITUTIONS GIVES BARD AN EXCEPTIONAL OPPORTUNITY TO APPLY ITS EXPERIENCE AS A LIBERAL ARTS COLLEGE TO THE DEVELOPMENT OF A STRONG CURRICULUM FOR YOUNGER STUDENTS. IN MARCH 1986, BARD ESTABLISHED THE LEVY ECONOMICS INSTITUTE OF BARD COLLEGE, WHICH IS DEDICATED TO IMPROVING THE HUMAN CONDITION THROUGH THE STUDY OF ECONOMICS AND THE GENERATION OF EFFECTIVE PUBLIC POLICY RESPONSES TO IMPORTANT PROBLEMS WORLDWIDE. DURING 1992, BARD ENTERED INTO AN OPERATING AGREEMENT WITH THE IRIS FOUNDATION TO ESTABLISH AND MAINTAIN THE BARD GRADUATE CENTER FOR STUDIES IN THE DECORATIVE ARTS, DESIGN, AND CULTURE (BGC). SINCE 1993, THE BGC HAS PRESENTED A UNIQUE, MULTIDISCIPLINARY, AND BROADLY INTERNATIONAL APPROACH TO THE STUDY OF THE DECORATIVE ARTS. THE BGC OFFERS A MASTERS OF ARTS DEGREE IN THE HISTORY OF THE DECORATIVE ARTS AND A DOCTOR OF PHILOSOPHY DEGREE IN THE HISTORY OF THE DECORATIVE ARTS, DESIGN, AND CULTURE. IT SPONSORS SEVERAL MAJOR EXHIBITIONS ANNUALLY AND PRESENTS DIVERSE PUBLIC PROGRAMS FOR AUDIENCES RANGING FROM DECORATIVE ARTS PROFESSIONALS AND COLLECTORS TO SCHOOLCHILDREN. THE BGC IS LOCATED IN NEW YORK CITY, IN TWO BEAUX ARTS TOWNHOUSES CLOSE TO THE CITY'S LEADING MUSEUMS AND GALLERIES, AND, IN BARD HALL. DURING 2003, THE RICHARD B. FISHER CENTER FOR THE PERFORMING ARTS AT BARD COLLEGE (FISHER CENTER) WAS OPENED OFFERING A WORLD-CLASS COMPLEX FOR INNOVATIVE ARTISTIC REPRESENTATION. THE FISHER CENTER IS HOME TO BARD COLLEGE'S THEATER AND DANCE PROGRAMS, AS WELL AS THE BARD MUSIC FESTIVAL, AND HOST TO PERFORMANCES BY THE AMERICAN SYMPHONY ORCHESTRA. GENERALLY, THE FISHER CENTER PROVIDES AUDIENCES WITH A BOLD AND DYNAMIC ENVIRONMENT THAT INSPIRES RISK-TAKING PERFORMANCE AND PROVOCATIVE PROGRAMS IN ORCHESTRAL, CHAMBER, AND JAZZ MUSIC AND THEATER, DANCE AND OPERA BY AMERICAN AND INTERNATIONAL ARTISTS. DURING 2011, BARD ALSO ASSUMED CONTROL AND OWNERSHIP OF ECLA - EUROPEAN COLLEGE OF LIBERAL ARTS GGMBH, NOW CALLED BARD COLLEGE BERLIN, GGMBH AND BARD REAL ESTATE GMBH, A GERMAN ENTITY HOLDING TITLE TO ALL BUT ONE OF BARD COLLEGE BERLIN, GGMBH'S LAND AND BUILDINGS. BARD COLLEGE BERLIN, GGMBH IS A LIBERAL ARTS UNIVERSITY OFFERING AN INNOVATIVE, INTERDISCIPLINARY CURRICULUM WITH A GLOBAL SENSIBILITY. STUDENTS COME TO BERLIN FROM 30 COUNTRIES IN ORDER TO STUDY WITH THE INTERNATIONAL FACULTY. BARD COLLEGE BERLIN, GGMBH IS A REGISTERED AS A SEPARATE 501(C)(3) ORGANIZATION. BARD REAL ESTATE GBMH IS A FOR-PROFIT ENTITY SUBJECT TO GERMAN TAXATION. DURING 2012, BARD ASSUMED CONTROL AND OWNERSHIP OF LONGY SCHOOL OF MUSIC, NOW CALLED THE LONGY SCHOOL OF MUSIC OF BARD COLLEGE (LONGY), LOCATED IN CAMBRIDGE, MASSACHUSETTS. LONGY IS A LEADING DEGREE-GRANTING CONSERVATORY AND SCHOOL OF CONTINUING AND PREPARATORY STUDIES AND OFFERS ELEVEN PROGRAMS LEADING TO A MASTER OF MUSIC DEGREE, AND INTRODUCED A NEW MASTER OF ARTS IN TEACHING PROGRAM IN 2013.Desc
Total Program Service Expenses$373,259,022TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1123IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee5656EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryGMForeignCountryCd
Foreign CountryHKForeignCountryCd
Foreign CountryMHForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members25GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEON BOTSTEINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8457587423PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 CAMPUS ROADAddressLine1Txt
CityANNANDALEONHUDSONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12504ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
MARTIN PERETZ
TRUSTEE1.001.00Yes (X)$0$0$0
MARK KAPLAN
TRUSTEE1.001.00Yes (X)$0$0$0
ASHER EDELMAN
TRUSTEE1.001.00Yes (X)$0$0$0
MARCELLE CLEMENTS
TRUSTEE1.001.00Yes (X)$0$0$0
JAMES OTTAWAY JR
TRUSTEE1.001.00Yes (X)$0$0$0
JAMES C CHAMBERS
CHAIR1.001.00Yes (X)$0$0$0Yes (X)
BRANDON WEBER
VICE CHAIR1.001.00Yes (X)$0$0$0Yes (X)
EMILY H FISHER
VICE CHAIR1.001.00Yes (X)$0$0$0Yes (X)
ELIZABETH ELY
SECRETARY1.001.00Yes (X)$0$0$0Yes (X)
STANLEY A REICHEL
TREASURER1.001.00Yes (X)$0$0$0Yes (X)
LEON BOTSTEIN
PRESIDENT/TRUSTEE60.005.00Yes (X)$565,417$0$123,876Yes (X)
FIONA ANGELINI
TRUSTEE1.001.00Yes (X)$0$0$0
ROLAND J AUGUSTINE
TRUSTEE1.001.00Yes (X)$0$0$0
MARK E BROSSMAN
TRUSTEE1.001.00Yes (X)$0$0$0
KIMBERLY MARTEAU EMERSON
TRUSTEE1.001.00Yes (X)$0$0$0
BARBARA S GROSSMAN
TRUSTEE1.001.00Yes (X)$0$0$0
ANDREW S GUNDLACH
TRUSTEE1.001.00Yes (X)$0$0$0
MATINA S HORNER
TRUSTEE1.001.00Yes (X)$0$0$0
CHARLES S JOHNSON III
TRUSTEE1.001.00Yes (X)$0$0$0
GEORGE A KELLNER
TRUSTEE1.001.00Yes (X)$0$0$0
FREDRIC S MAXIK
TRUSTEE1.001.00Yes (X)$0$0$0
HILARY PENNINGTON
TRUSTEE1.001.00Yes (X)$0$0$0
ROGER N SCOTLAND
TRUSTEE1.001.00Yes (X)$0$0$0
ANNABELLE SELLDORF
TRUSTEE1.001.00Yes (X)$0$0$0
JONATHAN SLONE
TRUSTEE1.001.00Yes (X)$0$0$0
MOSTAFIZ SHAH MOHAMMED
TRUSTEE1.001.00Yes (X)$0$0$0
JO FRANCIS MEYER
TRUSTEE1.001.00Yes (X)$0$0$0
JAMES A VON KLEMPERER
TRUSTEE1.001.00Yes (X)$0$0$0
SUSAN WEBER
TRUSTEE1.001.00Yes (X)$0$0$0
JULIET MORRISSON
TRUSTEE1.001.00Yes (X)$0$0$0
STEWART RESNICK
TRUSTEE1.001.00Yes (X)$0$0$0
DAVID E SCHWAB II
TRUSTEE1.001.00Yes (X)$0$0$0
GLENDEAN HAMILTON
TRUSTEE1.001.00Yes (X)$0$0$0
RT REV MATTHEW F HEYD
TRUSTEE1.001.00Yes (X)$0$0$0
CATHERINE BOND HILL
TRUSTEE1.001.00Yes (X)$0$0$0
TAUN TOAY
SENIOR VP/CFO50.005.00$392,595$0$61,432Yes (X)
JONATHAN BECKER
EXECUTIVE VP50.00$391,251$0$67,873Yes (X)
DEBRA PEMSTEIN
VP DEVELOPMENT40.00$276,723$0$52,209Yes (X)
DEIRDRE D'ALBERTIS
DEAN40.00$226,917$0$38,840Yes (X)
JOHN WEINSTEIN
PROVOST, SIMON'S ROCK40.00$213,361$0$26,640Yes (X)
JANET OZARCHUK
COO, BGC40.00$195,700$0$31,744Yes (X)
GIDEON LESTER
ARTISTIC DIRECTOR AND CEO40.00$275,770$0$46,549Yes (X)
TOM ECCLES
EXECUTIVE DIRECTOR CCS40.00$467,098$0$62,342Yes (X)
KAREN ZORN
PRESIDENT, LONGY40.00$335,761$0$31,456Yes (X)
COLEEN ALEXANDER
VP FOR ADMINISTRATION40.00$191,763$0$51,108Yes (X)
AARON MATTOCKS
COO, FISHER CENTER40.00$187,750$0$29,917Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,720,106TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$623,986TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K262IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
KBE BUILDING CORPORATION
76 BATTERSON PARK ROADFARMINGTONCT06032CONSTRUCTION$37,348,412
CONSIGLI CONSTRUCTION NY LLC
3 LEAR JET LANE SUITE 201SLATHAMNY12110DESIGN CONSULTANTS$11,877,617
ELLUCIAN COMPANY
14327 COLLECTIONS CENTER DRCHICAGOIL60693IT SERVICES$1,710,776
DBI PROJECTS LLC
1261 BROADWAY 11TH FLOORNEW YORKNY10001CONSTRUCTION CONSULTANTS$1,043,210
BIALOSKY AND PARTNERS ARCHITECTS LLC
28 GREENE ST SUITE 2WNEW YORKNY10013ARCHITECT$988,953
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K49CntrctRcvdGreaterThan100KCnt
Fundraising$269,150FundraisingAmt
Government Grants$9,361,971GovernmentGrantsAmt
All Other Contributions$684,411,528AllOtherContributionsAmt
Noncash Contributions$82,938,254NoncashContributionsAmt
Total Contributions$694,042,649TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUTITON & FEES611710$170,836,257$170,836,257
ROOM & BOARD CHARGES611710$33,304,820$33,304,820
CAMPUS & SUMMER RENTAL611710$1,915,117$1,915,117
OTHER CHARGES611710$924,775$924,775
FieldValueIRS element (for citing)
Total Program Service Revenue$206,980,969TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,945,480TotalRevenueColumnAmt
Exclusion$19,945,480ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$75,205TotalRevenueColumnAmt
Exclusion$75,205ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$51,474,629SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$54,573,993SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$3,099,364SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$3,099,364TotalRevenueColumnAmt
Exclusion-$3,099,364ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$128,840FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$269,150ContriRptFundraisingEventAmt
Fundraising Direct Expenses$245,952FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$117,112TotalRevenueColumnAmt
Exclusion-$117,112ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
OTHER REVENUE900099$11,155,272$11,155,272
TICKET SALES FOR PERFORMANCES900099$1,302,817$1,302,817
STUDENT FINES & OTHER CHARGES900099$30,086$30,086
FieldValueIRS element (for citing)
Other Revenue Total$12,488,175OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$930,316,002TotalRevenueColumnAmt
Related Or Exempt Func Income$219,469,144RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$16,804,209ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,211,938TotalAmt
Program Services$1,211,938ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$115,339,785TotalAmt
Program Services$115,339,785ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$5,600,352TotalAmt
Program Services$5,600,352ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,595,597TotalAmt
Program Services$149,558ProgramServicesAmt
Management And General$2,233,782ManagementAndGeneralAmt
Fundraising$212,257FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$106,256,079TotalAmt
Program Services$95,564,202ProgramServicesAmt
Management And General$8,568,179ManagementAndGeneralAmt
Fundraising$2,123,698FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$9,620,816TotalAmt
Program Services$8,041,994ProgramServicesAmt
Management And General$1,443,469ManagementAndGeneralAmt
Fundraising$135,353FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$24,717,247TotalAmt
Program Services$19,487,208ProgramServicesAmt
Management And General$4,600,716ManagementAndGeneralAmt
Fundraising$629,323FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$17,790,726TotalAmt
Program Services$15,060,430ProgramServicesAmt
Management And General$2,265,669ManagementAndGeneralAmt
Fundraising$464,627FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,181,318TotalAmt
Program Services$885,358ProgramServicesAmt
Management And General$281,187ManagementAndGeneralAmt
Fundraising$14,773FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$206,148TotalAmt
Program Services$154,501ProgramServicesAmt
Management And General$49,069ManagementAndGeneralAmt
Fundraising$2,578FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$41,800TotalAmt
Management And General$41,800ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$143,000TotalAmt
Fundraising$143,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$149,419TotalAmt
Management And General$149,419ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$12,067,869TotalAmt
Program Services$9,172,678ProgramServicesAmt
Management And General$2,884,455ManagementAndGeneralAmt
Fundraising$10,736FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,714,273TotalAmt
Program Services$1,524,833ProgramServicesAmt
Management And General$185,603ManagementAndGeneralAmt
Fundraising$3,837FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,041,911TotalAmt
Program Services$1,816,264ProgramServicesAmt
Management And General$221,077ManagementAndGeneralAmt
Fundraising$4,570FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,603,636TotalAmt
Program Services$2,315,914ProgramServicesAmt
Management And General$281,894ManagementAndGeneralAmt
Fundraising$5,828FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$11,445,090TotalAmt
Program Services$11,092,840ProgramServicesAmt
Management And General$325,623ManagementAndGeneralAmt
Fundraising$26,627FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$19,497,334TotalAmt
Program Services$18,266,697ProgramServicesAmt
Management And General$332,867ManagementAndGeneralAmt
Fundraising$897,770FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$432,590TotalAmt
Program Services$384,786ProgramServicesAmt
Management And General$46,836ManagementAndGeneralAmt
Fundraising$968FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$20,918,980TotalAmt
Program Services$20,397,258ProgramServicesAmt
Management And General$506,249ManagementAndGeneralAmt
Fundraising$15,473FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$11,971,835TotalAmt
Program Services$11,163,822ProgramServicesAmt
Management And General$761,958ManagementAndGeneralAmt
Fundraising$46,055FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,188,240TotalAmt
Program Services$121,641ProgramServicesAmt
Management And General$3,066,599ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM SUPPLIES$19,379,362$19,125,545$243,511$10,306
FOOD SERVICE$10,540,321$10,272,531$130,480$137,310
MAINTENENCE AND OPERATI$7,717,363$6,108,887$1,575,896$32,580

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$408,373,029TotalAmt
Program Services$373,259,022ProgramServicesAmt
Management And General$30,196,338ManagementAndGeneralAmt
Fundraising$4,917,669FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,519,148BOYAmt
EOY$16,853,457EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$11,716,935BOYAmt
EOY$16,406,702EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$341,782,334BOYAmt
EOY$887,953,076EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$25,092,418BOYAmt
EOY$28,472,743EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$992,463BOYAmt
EOY$809,992EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$2,376,441BOYAmt
EOY$2,508,810EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,626,102BOYAmt
EOY$7,098,528EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$658,544,216LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$252,046,994LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$326,491,967BOYAmt
EOY$406,497,222EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$42,387,108BOYAmt
EOY$51,545,780EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,033,033BOYAmt
EOY$3,107,899EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$362,462,880BOYAmt
EOY$286,103,489EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,129,480,829BOYAmt
EOY$1,707,357,698EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$49,386,356BOYAmt
EOY$60,523,355EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$20,141,107BOYAmt
EOY$18,820,480EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$306,900,000BOYAmt
EOY$306,900,000EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$10,000,000BOYAmt
EOY$15,000,000EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$593,238BOYAmt
EOY$580,474EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$45,890,000BOYAmt
EOY$45,738,813EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$186,981,527BOYAmt
EOY$195,268,774EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$619,892,228BOYAmt
EOY$642,831,896EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$35,757,313BOYAmt
EOY$380,565,137EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$473,831,288BOYAmt
EOY$683,960,665EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$509,588,601BOYAmt
EOY$1,064,525,802EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,129,480,829BOYAmt
EOY$1,707,357,698EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$521,942,973ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$9,681,310NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$22,802,448PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$510,470OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$256,742,554CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$207,340,293CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$107,869,017CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$121,417,581CurrentTaxYearMinus1YearAmt
Current Tax Year$694,042,649CurrentTaxYearAmt
Total$1,387,412,094TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$256,742,554CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$207,340,293CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$107,869,017CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$121,417,581CurrentTaxYearMinus1YearAmt
Current Tax Year$694,042,649CurrentTaxYearAmt
Total$1,387,412,094TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$777,021,319SubstantialContributorsTotAmt
Public Support Total170$610,390,775PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,127,791CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,648,664CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,164,584CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,806,283CurrentTaxYearMinus1YearAmt
Current Tax Year$20,020,685CurrentTaxYearAmt
Total$88,768,007TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,742,854CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,460,695CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,153,204CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,032,310CurrentTaxYearMinus1YearAmt
Current Tax Year$12,617,015CurrentTaxYearAmt
Total$44,006,078TotalAmt
FieldValueIRS element (for citing)
Total Support$1,520,186,179TotalSupportAmt
Gross Receipts Rltd Activities$928,925,672GrossReceiptsRltdActivitiesAmt
Public Support CY1700.40150PublicSupportCY170Pct
Public Support PY1700.49040PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:OTHER REVENUE - 2020 AMOUNT: $ 7,698,082. 2021 AMOUNT: $ 6,910,536. 2022 AMOUNT: $ 5,909,728. 2023 AMOUNT: $ 7,138,983. 2024 AMOUNT: $ 11,284,112. TICKET SALES FOR PERFORMANCES - 2020 AMOUNT: $ 43,227. 2021 AMOUNT: $ 546,409. 2022 AMOUNT: $ 1,236,341. 2023 AMOUNT: $ 1,884,312. 2024 AMOUNT: $ 1,302,817. STUDENT FINES OTHER CHARGES - 2020 AMOUNT: $ 1,545. 2021 AMOUNT: $ 3,750. 2022 AMOUNT: $ 7,135. 2023 AMOUNT: $ 9,015. 2024 AMOUNT: $ 30,086.
PART II LINE 1(A), 1(B)IN THE PROCESS OF DOING THE FISCAL YEAR 2025 AUDIT IT WAS DISCOVERED THAT THERE WERE TWO PLEDGES THAT SHOULD HAVE BEEN RECOGNIZED AS INCOME IN PRIOR YEARS. IT WAS ALSO FOUND THAT PRIOR YEAR PLEDGES WERE MISSING FROM THE 2% EXCESS CONTRIBUTION LIMITATION, SO THE EXCESS CONTRIBUTIONS WERE UPDATED TO REFLECT MORE ACCURATE DATA. TAX YEAR 2020: ORIGINAL GIFTS GRANTS AND CONTRIBUTIONS OF $236,742,554 - ADDITIONAL CONTRIBUTION OF $20,000,000 TAX YEAR 2021: ORIGINAL GIFTS GRANTS AND CONTRIBUTIONS OF $202,277,293 - ADDITIONAL CONTRIBUTION OF $5,063,000 PUBLIC SUPPORT PERCENTAGES: 2023 ORIGINAL: 72.97% 2022 REVISED: 49.04%

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$41,800OtherActivitiesAmt
Total Lobbying Expenditures$41,800TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationPAYMENT TO THIRD PARTIES FOR LOBBYING SERVICES.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Preservation Public UseYes (X)PreservationPublicUseInd
Historic Land AreaYes (X)HistoricLandAreaInd
Historic StructureYes (X)HistoricStructureInd
Total Easements1TotalEasementsCnt
Total Acreage38.00TotalAcreageCnt
Historic Structure Easements1HistoricStructureEasementsCnt
Modified Easements0ModifiedEasementsCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy Monitoring0WrittenPolicyMonitoringInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Assets Included$1,235,126AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$426,808,785BeginningYearBalanceAmt
Contributions$214,179,524ContributionsAmt
Investment Earnings Or Losses$8,001,888InvestmentEarningsOrLossesAmt
Other Expenditures$2,804,440OtherExpendituresAmt
End Year Balance$646,185,757EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$415,667,070BeginningYearBalanceAmt
Contributions$13,741,974ContributionsAmt
Investment Earnings Or Losses$3,082,436InvestmentEarningsOrLossesAmt
Other Expenditures$5,682,695OtherExpendituresAmt
End Year Balance$426,808,785EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$412,410,271BeginningYearBalanceAmt
Contributions$62,098,060ContributionsAmt
Investment Earnings Or Losses-$4,186,552InvestmentEarningsOrLossesAmt
Other Expenditures$54,654,709OtherExpendituresAmt
End Year Balance$415,667,070EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$292,805,225BeginningYearBalanceAmt
Contributions$137,823,089ContributionsAmt
Investment Earnings Or Losses-$15,825,206InvestmentEarningsOrLossesAmt
Other Expenditures$2,392,837OtherExpendituresAmt
End Year Balance$412,410,271EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$220,804,948BeginningYearBalanceAmt
Contributions$51,214,557ContributionsAmt
Investment Earnings Or Losses$31,827,555InvestmentEarningsOrLossesAmt
Other Expenditures$11,041,835OtherExpendituresAmt
End Year Balance$292,805,225EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.03426BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.80523PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.16050TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$50,619,737OtherCostOrOtherBasisAmt
Book Value$50,619,737BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$434,123,812OtherCostOrOtherBasisAmt
Depreciation$223,990,918DepreciationAmt
Book Value$210,132,894BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$27,201,275OtherCostOrOtherBasisAmt
Depreciation$23,156,213DepreciationAmt
Book Value$4,045,062BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$146,599,392OtherCostOrOtherBasisAmt
Depreciation$4,899,863DepreciationAmt
Book Value$141,699,529BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$406,497,222TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (9 entries)

DescDescBook ValueBookValueAmt
BENEFICIAL INTEREST IN BARD ENDOWMENT TRUST$103,716,887
BENEFICIAL INTEREST IN PERPETUAL TRUST$14,181,383
DEPOSITS WITH BOND TRUSTEES$40,502,799
RIGHT OF USE ASSET - OPERATING LEASE$84,820,600
ART, ANTIQUES AND COLLECTIBLES$1,235,126
DUE FROM RELATED PARTIES$28,016,542
RIGHT OF USE ASSET - FINANCE LEASE$11,878,907
ADVANCES FROM FEDERAL GOVERNMENT$63,939
INTEREST RATE SWAP AGREEMENT$1,687,306
FieldValueIRS element (for citing)
Total Book Value Other Assets$286,103,489TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
REFUNDABLE U.S. GOVERNMENT STUDENT LOANS$213,438
OPERATING LEASE LIABILITY$97,512,754
OTHER LIABILITY$506,984
TAXABLE BONDS$85,275,000
FINANCE LEASE LIABILITY$11,562,171
DUE TO RELATED PARTIES$198,427
FieldValueIRS element (for citing)
Total Liability$195,268,774TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$825,264,529TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$9,681,310NetUnrealizedGainsInvstAmt
Other Revenue-$114,829,316OtherRevenueAmt
Revenue Not Reported-$105,148,006RevenueNotReportedAmt
Revenue Subtotal$930,412,535RevenueSubtotalAmt
Investment Expenses Not Incld$149,419InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$245,952OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$96,533RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$930,316,002TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$293,129,777TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$245,952OtherExpensesIncludedAmt
Expenses Not Reported$245,952ExpensesNotReportedAmt
Expenses Subtotal$292,883,825ExpensesSubtotalAmt
Investment Expenses Not Incld2$149,419InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$115,339,785OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$115,489,204ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$408,373,029TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 9:DURING THE CURRENT YEAR, NO REVENUE OR EXPENDITURES WERE REPORTED ON THE FINANCIAL STATEMENTS. THE ASSET IS RECORDED ON THE BOOKS OF THE COMPANY.
PART III, LINE 4:THE ART COLLECTION IS USED FOR SCHOLARLY RESEARCH AND PUBLIC EXHIBITION. THE ART HISTORY DEPARTMENT USES THE DISPLAY FOR ITS CLASSWORK.
PART V, LINE 4:SCHOLARSHIPS, NAMED CHAIR EXPENSES, AND GENERAL EXPENSES.
PART X, LINE 2:BARD IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES. BARD COLLEGE HAS BEEN CLASSIFIED AS A PUBLICLY-SUPPORTED ORGANIZATION THAT IS NOT A PRIVATION FOUNDATION UNDER SECTION 509 (A) OF THE CODE. BARD COLLEGE FILES FORM 990 ANNUALLY WITH THE INTERNAL REVENUE SERVICE. WHEN ANNUAL RETURNS ARE FILED, SOME TAX POSITIONS TAKE ARE HIGHLY CERTAIN TO BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHER TAX POSITIONS ARE SUBJECT TO UNCERTAINTY ABOUT THE TECHNICAL MERITS OF THE POSITION OR AMOUNT OF THE POSITION'S TAX BENEFITS THAT WOULD ULTIMATELY BE SUSTAINED. MANAGEMENT ENVAULTED BARD COLLEGE'S TAX POSITIONS INCLUDING INTEREST AND PENALTIES ATTRIBUTABLE THERETO, AND CONCLUDED THAT THERE ARE NO TAX POSITIONS THAT REQUIRED ADJUSTMENT IN ITS FINANCIAL STATEMENTS AS OF JUNE 30, 2025 AND 2024.
PART XI, LINE 2D - OTHER ADJUSTMENTS:SCHOLARSHIPS AND FINANCIAL AID -115,339,785. OTHER NON-OPERATING GAIN 255,166. FOREIGN CURRENCY EXCHANGE GAIN 255,303.
PART XI, LINE 4B - OTHER ADJUSTMENTS:SPECIAL EVENT EXPENSE -245,952.
PART XII, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENT EXPENSE 245,952.
PART XII, LINE 4B - OTHER ADJUSTMENTS:SCHOLARSHIPS AND FINANCIAL AID 115,339,785.
PART V - ENDOWMENT FUNDSIN THE PROCESS OF DOING THE FISCAL YEAR 2025 AUDIT IT WAS DISCOVERED THAT THERE WERE PLEDGES FROM PRIOR YEARS THAT WERE NEVER RECORDED. SO, THE ENDOWMENTS HAVE BEEN RESTATED TO REFLECT THE ADJUSTMENT TO THE AUDITED FINANCIAL STATEMENTS.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3BARD COLLEGE MAKES ITS NONDISCRIMINATORY POLICY KNOWN THROUGH ALL FORMS OF MEDIA EMPLOYED TO SOLICIT STUDENTS AND ITS GENERAL CONSTITUENCY.
SCHEDULE E, PART I, LINE 6FINANCIAL AID OR ASSISTANCE FROM GOVERNMENT AGENCIES WERE USED TO PROVIDE ASSISTANCE TO STUDENTS ATTENDING THE COLLEGE IN PAYMENT OF TUITION AND FEES.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,11PROGRAM SERVICESACADEMIC SUPPORT$202,403
SUB-SAHARAN AFRICA00PROGRAM SERVICESACADEMIC SUPPORT$686,549
NORTH AMERICA00PROGRAM SERVICESACADEMIC SUPPORT$364,319
CENTRAL AMERICA AND THE CARIBBEAN11PROGRAM SERVICESACADEMIC SUPPORT$29,310
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,00PROGRAM SERVICESACADEMIC SUPPORT$10,591
SOUTH ASIA00PROGRAM SERVICESACADEMIC SUPPORT$296,104
MIDDLE EAST AND NORTH AFRICA08PROGRAM SERVICESACADEMIC SUPPORT$1,134,920
EUROPE (INCLUDING ICELAND AND GREENLAND)1154PROGRAM SERVICESACADEMIC SUPPORT$2,187,504
RUSSIA AND NEIGHBORING STATES01PROGRAM SERVICESACADEMIC SUPPORT$769,784
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,00INVESTMENTEDUCATION$1,213,057
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM00INVESTMENTREAL ESTATE$14,676,559
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,00INVESTMENTEDUCATION$138,595
FieldValueIRS element (for citing)
Subtotal Offices3SubtotalOfficesCnt
Subtotal Employees164SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee1ContinuationTotalEmployeeCnt
Total Office3TotalOfficeCnt
Total Employee165TotalEmployeeCnt
Subtotal Spent$4,911,700SubtotalSpentAmt
Continuation Spent$16,797,995ContinuationSpentAmt
Total Spent$21,709,695TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (7 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmt
RUSSIA AND NEIGHBORING STATESACADEMIC SUPPORT$735,222EFT$0
EUROPE (INCLUDING ICELAND AND GREENLAND)ACADEMIC SUPPORT$1,323,948EFT$0
MIDDLE EAST AND NORTH AFRICAACADEMIC SUPPORT$1,080,724EFT$0
SOUTH ASIAACADEMIC SUPPORT$212,471EFT$0
NORTH AMERICAACADEMIC SUPPORT$86,918EFT$0
SUB-SAHARAN AFRICAACADEMIC SUPPORT$618,555EFT$0
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,ACADEMIC SUPPORT$147,730EFT$0

Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
ACADEMIC SUPPPORTEAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,27$50,208EFT
ACADEMIC SUPPPORTNORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES33$249,379EFT
ACADEMIC SUPPPORTRUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS,30$31,591EFT
ACADEMIC SUPPPORTSOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,15$10,591EFT
ACADEMIC SUPPPORTSUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,26$65,994EFT
ACADEMIC SUPPPORTEUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU339$821,035EFT
ACADEMIC SUPPORTCENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,11$29,310EFT
ACADEMIC SUPPORTMIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,29$53,045EFT
ACADEMIC SUPPORTSOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,44$83,634
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationEAST JERUSALEM - BARD COLLEGE REVIEWS REQUESTS FOR FUNDS FROM THE AL QUDS BARD MANAGER OF FINANCE AND ADMINISTRATION EACH SEMESTER. THE REQUESTS INCLUDES ITEMIZED BREAKDOWN OF EXPENSES AND ACCEPTABLE SUPPORTING DOCUMENTATION (I.E. CHECK STUBS AND EXPENSE RECEIPTS). BARD COLLEGE'S AL QUDS PROGRAM MANAGER (HOUSED ON THE BARD U.S. CAMPUS) REVIEWS AND APPROVES THE REQUESTS. GERMANY - BARD COLLEGE RECEIVES REQUESTS FOR FUNDS FROM EUROPEAN COLLEGE OF LIBERAL ARTS FOR ADMINISTRATIVE AND PROGRAM SUPPORT.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1GURA ASSOCIATES LTCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1505 WEST END AVEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10024ZIPCd
FieldValueIRS element (for citing)
ActivitySTRATEGIC AND ADVISORY CONSULTINGActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$143,000GrossReceiptsAmt
Retained By Contractor$0RetainedByContractorAmt
Net To Organization$143,000NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$143,000TotalGrossReceiptsAmt
Total Net To Organization$143,000TotalNetToOrganizationAmt
Licensed StatesNYLicensedStatesCd
Licensed StatesMALicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1CCS GALAEvent1Nm
Gross Receipts Event1$192,780GrossReceiptsEvent1Amt
Charitable Contri Event1$129,350CharitableContriEvent1Amt
Gross Revenue Event1$63,430GrossRevenueEvent1Amt
Cash Prizes Event1$35,000CashPrizesEvent1Amt
Rent Facility Costs Event1$33,891RentFacilityCostsEvent1Amt
Food And Beverage Event1$76,250FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$18,847OtherDirectExpensesEvent1Amt
Event2BROTHERS @ 10TH ANNIVERSARYEvent2Nm
Gross Receipts Event2$205,210GrossReceiptsEvent2Amt
Charitable Contri Event2$139,800CharitableContriEvent2Amt
Gross Revenue Event2$65,410GrossRevenueEvent2Amt
Rent Facility Costs Event2$63,000RentFacilityCostsEvent2Amt
Entertainment Event2$540EntertainmentEvent2Amt
Other Direct Expenses Event2$18,424OtherDirectExpensesEvent2Amt
Gross Receipts Total$397,990GrossReceiptsTotalAmt
Charitable Contributions Tot$269,150CharitableContributionsTotAmt
Gross Revenue Total Events$128,840GrossRevenueTotalEventsAmt
Cash Prizes Total Events$35,000CashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$96,891RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$76,250FoodAndBeverageTotalEventsAmt
Entertainment Total Events$540EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$37,271OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$245,952DirectExpenseSummaryEventsAmt
Net Income Summary-$117,112NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN SYMPHONY ORCHESTRABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1263 W 38TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10015ZIPCd
FieldValueIRS element (for citing)
Recipient EIN131969375RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$1,211,938CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantSUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
BARD UNDERGRADUATE SCHOLARSHIPS1591$87,455,739
BARD GRADUATE SCHOLARSHIPS475$8,523,215
SIMON'S ROCK UNDERGRADUATE SCHOLARSHIPS284$11,269,637
LONGY SCHOOL OF MUSIC SCHOLARSHIPS341$8,091,194

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE COLLEGE REVIEWS ALL AMERICAN SYMPHONY ORCHESTRA'S EXPENDITURES FOR WHICH ITS GRANTS ARE INTENDED. ASSISTANCE FOR INDIVIDUAL STUDENTS IS PROVIDED THROUGH FEDERAL, STATE AND COLLEGE PROGRAMS AND EXTERNAL AGENCIES. THE COLLEGE ADMINISTERS THESE PROGRAMS. TYPICALLY, FINANCIAL AID FUNDS ADMINISTERED BY THE COLLEGE ARE AWARDS ON THE BASIS OF FINANCIAL NEED (AS DETERMINED BY THE FEDERAL GOVERNMENT, DEPARTMENT OF EDUCATION, STATE AGENCIES, THE COLLEGE SCHOLARSHIP SERVICES, AND BARD COLLEGE), ACADEMIC ACHIEVEMENT, AND PROMISE. THE COLLEGE'S OFFICE OF FINANCIAL AID IS RESPONSIBLE FOR AWARDING AND MONITORING FEDERAL AND STATE FINANCIAL AID DISTRIBUTIONS. STUDENTS APPLY FINANCIAL AID BY COMPLETING A FASFA FORM WHICH DETERMINES ELIGIBILITY. STUDENT ELIGIBILITY IS REGULARLY MONITORED TO ENSURE THAT GRANT AWARDS ARE USED FOR THEIR INTENDED PURPOSE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Discretionary Spending AcctYes (X)DiscretionarySpendingAcctInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LEON BOTSTEIN
PRESIDENT/TRUSTEE$565,417$0$0$0$0$0$93,125$0$30,751$0$689,293$0$0$0
TOM ECCLES
EXECUTIVE DIRECTOR CCS$419,098$0$0$0$48,000$0$31,432$0$30,910$0$529,440$0$0$0
JONATHAN BECKER
EXECUTIVE VP$351,251$0$0$0$40,000$0$35,125$0$32,748$0$459,124$0$0$0
TAUN TOAY
SENIOR VP/CFO$352,595$0$0$0$40,000$0$35,125$0$26,307$0$454,027$0$0$0
KAREN ZORN
PRESIDENT, LONGY$335,761$0$0$0$0$0$16,788$0$14,668$0$367,217$0$0$0
DEBRA PEMSTEIN
VP DEVELOPMENT$276,723$0$0$0$0$0$27,595$0$24,614$0$328,932$0$0$0
GIDEON LESTER
ARTISTIC DIRECTOR AND CEO$275,770$0$0$0$0$0$34,375$0$12,174$0$322,319$0$0$0
DEIRDRE D'ALBERTIS
DEAN$226,917$0$0$0$0$0$22,660$0$16,180$0$265,757$0$0$0
COLEEN ALEXANDER
VP FOR ADMINISTRATION$191,763$0$0$0$0$0$19,176$0$31,932$0$242,871$0$0$0
JOHN WEINSTEIN
PROVOST, SIMON'S ROCK$213,361$0$0$0$0$0$21,336$0$5,304$0$240,001$0$0$0
JANET OZARCHUK
COO, BGC$195,700$0$0$0$0$0$19,570$0$12,174$0$227,444$0$0$0
AARON MATTOCKS
COO, FISHER CENTER$187,750$0$0$0$0$0$0$0$29,917$0$217,667$0$0$0

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
DUTCHESS COUNTY LOCAL DEVELOPMENT CORP
A273106797267045NK42020-12-23$158,914,743FINANCE CONSTRUCTION000
DUTCHESS COUNTY LOCAL DEVELOPMENT CORPORATION
B273106797NONEAVAIL2024-01-18$42,500,000FINANCE CONSTRUCTION000
DUTCHESS COUNTY LOCAL DEVELOPMENT CORPORATION
C273106797267045RU82023-09-14$112,905,000FINANCE CONSTRUCTION000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndUnspentUnspentAmtCapitalized InterestCapitalizedInterestAmt
A$150,770,000$13,892,963$2,098,895$18,441,952Yes (1)Yes (1)Yes (1)Yes (1)
B$42,500,000$725,000$29,949,544Yes (1)Yes (1)Yes (1)Yes (1)$12,550,456
C$112,905,000$1,963,868$85,432,232Yes (1)Yes (1)Yes (1)Yes (1)$27,472,768$5,785,563

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A000000Yes (1)
B000000Yes (1)
C000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AYes (1)0000Yes (1)
BYes (1)0000Yes (1)
CYes (1)0000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan To OrganizationLoanToOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementIndLoan From OrganizationLoanFromOrganizationInd
STEWART RESNICK
TRUSTEEWORKING CAPITAL LOAN TO ORGANIZATIONYes (X)$10,000,000$10,000,0000Yes (1)Yes (1)
LEON BOTSTEIN
PRESIDENT/ TRUSTEEPAYROLL ADVANCES - VARIOUS$809,992$809,9920Yes (1)0Yes (X)
JAMES CHAMBERS
BOARD CHAIROPERATIONS LOAN TO ORGANIZATIONYes (X)$5,000,000$5,000,0000Yes (1)Yes (1)
FieldValueIRS element (for citing)
Total Balance Due$15,809,992TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
MARK BROSSMAN
TRUSTEE$317,570EMPLOYEE0
CHRISTINE DIAZ
SPOUSE OF KEY EMPLOYEE$118,400PROPERTY RENTAL AND DESIGN0
JAMES VON KLEMPERER
TRUSTEE$429,789ARCHITECTURAL SERVICES0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$117,025NoncashContributionsRptF990Amt
Method Of Determining RevenuesPROFESSIONAL VALUATIONMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution39ContributionCnt
Noncash Contributions Rpt F990$1,121,195NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET PRICEMethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution47ContributionCnt
Noncash Contributions Rpt F990$35,969,807NoncashContributionsRptF990Amt
Method Of Determining RevenuesPROFESSIONAL VALUATIONMethodOfDeterminingRevenuesTxt

Real Estate Commercial RealEstateCommercialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution21ContributionCnt
Noncash Contributions Rpt F990$33,468,115NoncashContributionsRptF990Amt
Method Of Determining RevenuesPROFESSIONAL VALUATIONMethodOfDeterminingRevenuesTxt

Real Estate Other RealEstateOtherGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution11ContributionCnt
Noncash Contributions Rpt F990$12,133,277NoncashContributionsRptF990Amt
Method Of Determining RevenuesPROFESSIONAL VALUATIONMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$7,370NoncashContributionsRptF990Amt
Method Of Determining RevenuesPROFESSIONAL VALUATIONMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$1,784NoncashContributionsRptF990Amt
Method Of Determining RevenuesCASHMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)MUSICAL INSTRUMENTS4$87,090PROFESSIONAL VALUATI
Yes (X)FARM EQUIPMENT2$27,591CASH
Yes (X)LANDSCAPING1$5,000CASH
FieldValueIRS element (for citing)
Form8283 Received3Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, COLUMN (B):NUMBER OF CONTRIBUTIONS
PART I, LINE 33:9 OF THE 48 GIFTS OF PUBLICLY TRADED SECURITIES WERE PAYMENTS ON PRIOR YEAR PLEDGES, WITH REVENUES RECORDED IN THE YEARS PLEDGED. TOTAL VALUE OF THESE STOCKS WAS $5,545,446. ONE OF THE THREE ART DONATIONS WAS DONATED BY THE ARTIST WITH NO VALUE ASSIGNED, SO IS ENTERED ON THE SCHEDULE M AT $0. .

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 4THE BYLAWS OF BARD COLLEGE WERE UPDATED DURING THE FISCAL YEAR. WHILE MOST OF THE CHANGES ARE NOT SUBSTANTIVE, THERE ARE SEVERAL CHANGES TO NOTE: 1. SECTION 1.3: SUBSTITUTE "MAY ELECT" FOR "SHALL ELECT" TRUSTEE CANDIDATES NOMINATED BY THE ALUMNI ASSOCIATION (GIVING THE BOARD THE RIGHT TO DECLINE ANY NOMINEE); 2. SECTION 1.7: INCREASE THE MAXIMUM NUMBER OF LIFE TRUSTEES FROM 12 TO 21; AND 3. SECTION 2.1: CHANGE "SHALL" TO "MAY" (MAKING REGULAR TRUSTEE STATUS FOR OFFICERS OPTIONAL RATHER THAN MANDATORY. EACH OF THE COMMITTEE CHARTERS THAT WERE PREVIOUSLY APPROVED BY THE BOARD ARE AMENDED IN ONE RESPECT. EACH CHARTER HAS BEEN AMENDED TO REFLECT THE PROCESS SET FORTH IN SECTION 4.2 OF THE BYLAWS FOR THE NOMINATION AND APPOINTMENT OF COMMITTEE CHAIRS AND COMMITTEE MEMBERS ("THE CHAIR AND THE MEMBERS OF THE COMMITTEES OF THE BOARD AND THE COMMITTEES OF THE CORPORATION SHALL BE NOMINATED BY THE EXECUTIVE COMMITTEE, TAKING INTO ACCOUNT THE RECOMMENDATIONS OF EACH COMMITTEE CHAIR, AND SHALL BE APPOINTED BY THE CHAIR, SUCH APPOINTMENTS BEING SUBJECT TO THE APPROVAL OF THE BOARD").
FORM 990, PART VI, SECTION B, LINE 11BPRIOR TO FILING, A DRAFT OF THE 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE. THE AUDIT COMMITTEE THEN REPORTS TO THE FULL BOARD THAT THEY HAVE APPROVED THE 990 FOR FILING. A COPY OF THE FINAL 990 IS PROVIDED TO THE BOARD.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD OF TRUSTEES, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO REVIEW ANNUALLY AND UPDATED CONFLICT OF INTEREST POLICY AND DISCLOSURE, WITH A SIGNATURE PAGE THAT IS REQUIRED TO BE SIGNED AND RETURNED TO THE ORGANIZATION AND KEPT ON FILE. APPROPRIATE ACTIONS ARE TAKEN IF NECESSARY.
FORM 990, PART VI, SECTION B, LINE 15THE PRESIDENT'S COMPENSATION IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. COMPENSATION IS DETERMINED ON THE BASIS OF PERFORMANCE EVALUATION, SENIORITY, AND COMPENSATION COMPARISONS WITH OTHER COLLEGES. THE PRESIDENT'S COMPENSATION PACKAGE IS REPORTED TO THE BOARD BY THE COMPENSATION COMMITTEE AT A REGULAR BOARD MEETING. THE EXECUTIVE AND SENIOR VICE PRESIDENTS' COMPENSATION IS DETERMINED BY THE PRESIDENT ON THE BASIS OF PERFORMANCE EVALUATION, SENIORITY, AND COMPENSATION COMPARISONS AT OTHER COLLEGES AND POLICY INSTITUTES. OTHER OFFICER AND KEY EMPLOYEE COMPENSATION IS DETERMINED BY THE SENIOR VICE PRESIDENT ON THE BASIS OF PERFORMANCE EVALUATIONS, SENIORITY, AND COMPENSATION COMPARISONS AT OTHER COLLEGES AVAILABLE FROM THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS OF BARD COLLEGE ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE COLLEGE'S FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.ORG.
FORM 990, PART XI, LINE 9:OTHER NON-OPERATING GAIN 255,166. FOREIGN CURRENCY EXCHANGE GAIN 255,304.
FORM 990 PART XI LINE 8NET ASSETS WITH DONOR RESTRICTIONS AS OF JUNE 30, 2023 WERE RESTATED TO CORRECT AN UNDERSTATEMENT OF PLEDGES RECEIVABLE, NET TOTALING $21,982,750. DUE TO THE LONG TERM-NATURE OF THESE PLEDGES RECEIVABLE, NET AMOUNTS AS OF JUNE 30, 2024 WERE REVISED AS INDICATED. SCHEDULE A HAS BEEN REVISED TO REFLECT THESE PLEDGES AS INCOME IN THE YEARS IN WHICH THE PLEDGES WERE RECEIVED. TAX YEAR 2020: PLEDGE OF $20,000,000 TAX YEAR 2021: PLEDGE OF $5,063,000 FINANCIAL STATEMENT DISCOUNT IMPACT: -$3,080,250

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1BARD BERLIN RE LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 CAMUS ROADAddressLine1Txt
CityANNANDALE ON HUDSONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12504ZIPCd
FieldValueIRS element (for citing)
EIN831502789EIN
Primary ActivitiesREAL ESTATEPrimaryActivitiesTxt
Legal Domicile StateNYLegalDomicileStateCd
Total Income$247,450TotalIncomeAmt
End Of Year Assets$692,349EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1BARD COLLEGEBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCd
BARD COLLEGE BERLIN A LIBERAL ARTS UNIVERSITY GGMBH
30 CAMPUS ROADANNANDALEONHUDSONNY12504320105791EDUCATIONGM501(C)(3)LINE 2BARD COLLEGEYes (1)
SIMON'S ROCK IN MONTSERRAT EDUCATION FOUNDATION INC
EDUCATIONMH501(C)(3)LINE 2BARD COLLEGEYes (1)PO BOX 8OLD TOWNEMH

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINLegal Domicile StateLegalDomicileStateCd
KW RESIDENCES GMBH & CO KG
CAROLINE-VON-HUMBOLDT-WEG 8BERLINGMREAL ESTATEGMBARD COLLEGERELATED$385,321$7,893,7650Yes (1)0.50000
PANKOW RESIDENCES LLC
REAL ESTATEBARD COLLEGERELATED$247,450$692,3490Yes (1)0.588001261 BROADWAYNEW YORKNY10001831052789NY

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
BARD REAL ESTATE GMBH
KURFURSTENDAMN 48-49BERLINGM10707REAL ESTATEGMBARD BERLINC$718,748$6,511,9171.00000Yes (1)
KW RESIDENCES GP GMBH
CAROLINE-VON-HUMBOLDT-WEG 8BERLINGMREAL ESTATEGMPANKOW RESIDENCES LLCC-$5,887$274,0350.588000
BARD ASIA LIMITED
WORKSHOP 60 3/F BLOCK A EAST SUNHONG KONGCHEDUCATIONCHBARD COLLEGEC-$57,668$138,5951.000000
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related OrganizationYes (1)DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BARD COLLEGE BERLIN A LIBERAL ARTS UNIVERSITY GGMBH
B$5,415,686CASH TRANSFER
PANKOW RESIDENCES LLC
S$5,400,000CASH TRANSFER
SIMON'S ROCK IN MONTSERRAT EDUCATION FOUNDATION INC
B$420,000CASH TRANSFER

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