SWEET BRIAR INSTITUTE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SWEET BRIAR INSTITUTE (EIN 54-0534105)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-13
- IRS object ID
- 202601339349306890
- Schema version
- 2024v5.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T16:14:25+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135381590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 FAYETTEVILLE ST STE 300 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 276011776 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540534105 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWEET BRIAR INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SWEE | BusinessNameControlTxt |
| Phone | 4343816325 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1051 | AddressLine1Txt |
| City | SWEET BRIAR | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24595 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BELINDA BURKE | PersonNm |
| Person Title | CFO VP OF FINANCE | PersonTitleTxt |
| Phone | 4343816325 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA THOMAS | PreparerPersonNm |
| PTIN | P00665337 | PTIN |
| Phone | 9197549370 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY POPE MAYBANK HUTSON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1051 | AddressLine1Txt |
| City | SWEET BRIAR | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24595 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $58,713,966 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SBC.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1901 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | Sweet Briar College challenges and inspires women to become ethical leaders with the skills, compassion, and vision to create a more just and sustainable world. Through its undergraduate and graduate programs, the College fosters an inclusive and vibrant academic community that promotes ethical and innovative thinking, personal and professional development, and the ability to address real-world problems with strong analytical and communication skills. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 574 | TotalEmployeeCnt |
| Total Volunteers | 1000 | TotalVolunteersCnt |
| Total Gross UBI | $710,268 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $18,343,805 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,905,618 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,465,387 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,234,151 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,129,623 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,602,046 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,612,975 | PYOtherRevenueAmt |
| CY Other Revenue | $1,357,197 | CYOtherRevenueAmt |
| PY Total Revenue | $43,551,790 | PYTotalRevenueAmt |
| CY Total Revenue | $43,099,012 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,473,637 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,186,354 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,987,080 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,526,894 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $60,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,246,683 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,728,974 | PYOtherExpensesAmt |
| CY Other Expenses | $18,361,458 | CYOtherExpensesAmt |
| PY Total Expenses | $42,249,691 | PYTotalExpensesAmt |
| CY Total Expenses | $42,074,706 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,302,099 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,024,306 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $151,152,959 | TotalAssetsBOYAmt |
| Total Assets EOY | $156,182,102 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,380,474 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,986,862 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $140,772,485 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $144,195,240 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SWEET BRIAR COLLEGE CHALLENGES AND INSPIRES WOMEN, FORGING ETHICAL LEADERS WITH THE SKILL, COMPASSION, AND VISION TO CREATE A MORE JUST AND SUSTAINABLE WORLD. SWEET BRIAR'S ACADEMIC PROGRAM, AT THE UNDERGRADUATE AND GRADUATE LEVELS, SEEKS TO CULTIVATE AN INCLUSIVE AND VIBRANT COMMUNITY OF LEARNING AMONG STUDENTS, FACULTY, AND STAFF THAT PRIZES ETHICAL AND INNOVATIVE THINKING. OUR CURRICULUM FOSTERS PERSONAL AND PROFESSIONAL DEVELOPMENT THROUGH A LIBERAL ARTS EDUCATION. THE FACULTY AND STAFF GUIDE STUDENTS TO UNDERSTAND HOW JUSTICE AND SUSTAINABILITY ARE CONNECTED; PROMOTE INCLUSIVITY, DIVERSITY, EQUITY, AND ACCESS; SOLVE REAL-WORLD PROBLEMS ACROSS AN ARRAY OF DISCIPLINES CONFIDENTLY AND CREATIVELY; AND DEVELOP CRITICAL ANALYTIC AND COMMUNICATION SKILLS. STUDENTS PURSUE THESE GOALS IN THE CLASSROOM, ACROSS THE CAMPUS COMMUNITY, AND AROUND THE WORLD. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $16,623,384 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,378,195 | RevenueAmt |
| Desc | INSTRUCTION: TO PROVIDE A LIBERAL ARTS EDUCATION FOR ALL STUDENTS. BENEFITS APPROXIMATELY 406 STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,186,354 | ExpenseAmt |
| Grant | $7,186,354 | GrantAmt |
| Revenue | $7,186,354 | RevenueAmt |
| Desc | SCHOLARSHIPS: TO PROVIDE SCHOLARSHIPS TO STUDENTS WITH BOTH FINANCIAL NEED AS WELL AS ACADEMIC EXCELLENCE. BENEFITS APPROXIMATELY 406 STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,763,846 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $8,010,075 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES: TO PROVIDE STUDENTS WITH HOUSING, FOOD SERVICES, RECREATION AND INSTRUCTIONAL MATERIALS. BENEFITS APPROXIMATELY 406 STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $30,573,584 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 172 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 574 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELINDA BURKE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4343816353 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1051 | AddressLine1Txt |
| City | SWEET BRIAR | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 245951051 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| MARY POPE HUTSON | |||||||||
| PRESIDENT | 40.0 | 0.0 | Yes (X) | Yes (X) | $352,625 | $0 | $30,216 | ||
| ANDREW MCALLISTER | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CLAUDE WASSERSTEIN | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH AYCOCK | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH CASALINI | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| FRED GRIFFIN | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| J CHAPMAN PETERSON | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| J ERIC GREENWOOD | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JANE DURE | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KATHERINE WILLIAMS | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KEENAN KELSEY | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LAURA EVANS | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LENDON GRAY | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARTHA HOLLAND | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MASON RUMMEL | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHELA ENGLISH | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE O'NEILL | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| NANCY CORKERY | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PHILLIP STONE | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT GOODLATTE | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SALLY FREEMAN | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TORI MCCLURE | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| VERDA COLVIN | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PETER BRYAN | |||||||||
| VP FINANCE, OPERATIONS & AUX | 40.0 | 0.0 | Yes (X) | $224,051 | $0 | $27,678 | |||
| JASON VITTONE | |||||||||
| ATHELTIC DIRECTOR | 40.0 | 0.0 | $112,962 | $0 | $22,364 | Yes (X) | |||
| JENNIFER SAUER | |||||||||
| AVP OF FINANCE | 40.0 | 0.0 | $107,233 | $0 | $12,112 | Yes (X) | |||
| JOHN BROWN | |||||||||
| ENGLISH & CREATIVE WRITING PROFESSOR | 40.0 | 0.0 | $104,580 | $0 | $37,738 | Yes (X) | |||
| JONATHAN BENDER | |||||||||
| DIRECTOR OF ENGINEERING & PROFESSOR | 40.0 | 0.0 | $122,804 | $0 | $7,335 | Yes (X) | |||
| KATHY BRADLEY | |||||||||
| DIRECTOR OF HR | 40.0 | 0.0 | $126,907 | $0 | $7,239 | Yes (X) | |||
| DR MEREDITH WOO | |||||||||
| FORMER PRESIDENT | 0.0 | 0.0 | $200,000 | $0 | $0 | Yes (X) | |||
| LUTHER GRIFFITH | |||||||||
| FORMER VP FINANCE, OPERATIONS & AUX | 0.0 | 0.0 | $127,191 | $0 | $288 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,478,353 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $144,970 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MERIWETHER-GODSEY | |||||
| 4944 OLD BOONSBORO ROAD | LYNCHBURG | VA | 24503 | FOOD SERVICES | $2,572,128 |
| TROUTMAN PEPPER LOCKE LLP | |||||
| 1001 HAXALL POINT 15TH FLOOR | RICHMOND | VA | 23219 | LEGAL ADVICE | $302,718 |
| MARIST COLLEGE | |||||
| 3399 NORTH ROAD | POUGHKEEPSIE | NY | 12601 | OUTSOURCED TECHNOLOGY | $234,971 |
| ENCOURA LLC | |||||
| PO BOX 414812 | KANSAS CITY | MO | 64141 | ADMISSIONS MARKET DATA | $171,641 |
| TINDER CATTLE AND VINEYARD | |||||
| 5960 MARKWOOD ROAD | EARLYSVILLE | VA | 22936 | VINEYARD SERVICES | $157,082 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $2,676,671 | GovernmentGrantsAmt |
| All Other Contributions | $15,228,947 | AllOtherContributionsAmt |
| Noncash Contributions | $2,052,013 | NoncashContributionsAmt |
| Total Contributions | $17,905,618 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| TUITION AND FEES | 611710 | $11,664,540 | $11,664,540 | $0 | $0 |
| STUDENT SERVICES | 611710 | $6,555,710 | $6,555,710 | $0 | $0 |
| SALES & SERVICES | 611710 | $13,901 | $13,901 | $0 | $0 |
| $0 | $0 | $0 | $0 | ||
| $0 | $0 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,234,151 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,659,153 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,659,153 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $524,864 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $218,408 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $306,456 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $306,456 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $306,456 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,339,439 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,396,546 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,942,893 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,942,893 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,942,893 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| ELSTON INN | 721110 | $519,009 | $0 | $519,009 | $0 |
| ADDITIONAL AUXILIARY | 611710 | $299,247 | $174,573 | $124,674 | $0 |
| CELL TOWER | 517000 | $66,585 | $0 | $66,585 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $165,900 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $165,900 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,050,741 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,099,012 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,574,624 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $710,268 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,908,502 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,194,389 | TotalAmt |
| Program Services | $6,194,389 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $991,965 | TotalAmt |
| Program Services | $991,965 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $842,754 | TotalAmt |
| Program Services | $116,568 | ProgramServicesAmt |
| Management And General | $508,330 | ManagementAndGeneralAmt |
| Fundraising | $217,856 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,209,156 | TotalAmt |
| Program Services | $8,785,605 | ProgramServicesAmt |
| Management And General | $2,396,486 | ManagementAndGeneralAmt |
| Fundraising | $1,027,065 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $664,232 | TotalAmt |
| Program Services | $438,926 | ProgramServicesAmt |
| Management And General | $157,714 | ManagementAndGeneralAmt |
| Fundraising | $67,592 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,892,727 | TotalAmt |
| Program Services | $1,250,714 | ProgramServicesAmt |
| Management And General | $449,409 | ManagementAndGeneralAmt |
| Fundraising | $192,604 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $918,025 | TotalAmt |
| Program Services | $606,637 | ProgramServicesAmt |
| Management And General | $217,972 | ManagementAndGeneralAmt |
| Fundraising | $93,416 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399,853 | TotalAmt |
| Program Services | $215,920 | ProgramServicesAmt |
| Management And General | $128,753 | ManagementAndGeneralAmt |
| Fundraising | $55,180 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $622,706 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $622,706 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,754 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $91,754 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,350 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $16,350 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,583,023 | TotalAmt |
| Program Services | $2,490,335 | ProgramServicesAmt |
| Management And General | $637,132 | ManagementAndGeneralAmt |
| Fundraising | $455,556 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,433 | TotalAmt |
| Program Services | $112,085 | ProgramServicesAmt |
| Management And General | $171,044 | ManagementAndGeneralAmt |
| Fundraising | $73,304 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,306 | TotalAmt |
| Program Services | $167,960 | ProgramServicesAmt |
| Management And General | $156,342 | ManagementAndGeneralAmt |
| Fundraising | $67,004 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $813,333 | TotalAmt |
| Program Services | $439,200 | ProgramServicesAmt |
| Management And General | $261,893 | ManagementAndGeneralAmt |
| Fundraising | $112,240 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,086,955 | TotalAmt |
| Program Services | $1,833,256 | ProgramServicesAmt |
| Management And General | $877,589 | ManagementAndGeneralAmt |
| Fundraising | $376,110 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $807,018 | TotalAmt |
| Program Services | $620,275 | ProgramServicesAmt |
| Management And General | $130,720 | ManagementAndGeneralAmt |
| Fundraising | $56,023 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,867 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $373,867 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,220,120 | TotalAmt |
| Program Services | $2,917,748 | ProgramServicesAmt |
| Management And General | $211,660 | ManagementAndGeneralAmt |
| Fundraising | $90,712 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| NON-CAPITAL EQUIPMENT/REPAIR | $1,892,476 | $1,132,621 | $531,899 | $227,956 |
| COST OF GOODS SOLD | $1,100,938 | $1,100,938 | $0 | $0 |
| SUPPLIES & PRINT | $777,953 | $632,284 | $101,968 | $43,701 |
| LIBRARY | $143,957 | $143,957 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $683,416 | TotalAmt |
| Program Services | $382,201 | ProgramServicesAmt |
| Management And General | $210,851 | ManagementAndGeneralAmt |
| Fundraising | $90,364 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,074,706 | TotalAmt |
| Program Services | $30,573,584 | ProgramServicesAmt |
| Management And General | $8,254,439 | ManagementAndGeneralAmt |
| Fundraising | $3,246,683 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,111,534 | BOYAmt |
| EOY | $16,362,927 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,133,489 | BOYAmt |
| EOY | $4,551,094 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,887 | BOYAmt |
| EOY | $2,563,453 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,688 | BOYAmt |
| EOY | $250,858 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $126,083,524 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $66,001,388 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,786,818 | BOYAmt |
| EOY | $60,082,136 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,684,300 | BOYAmt |
| EOY | $49,249,495 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,222,797 | BOYAmt |
| EOY | $11,098,759 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,720,446 | BOYAmt |
| EOY | $12,023,380 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,152,959 | BOYAmt |
| EOY | $156,182,102 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,621,327 | BOYAmt |
| EOY | $1,647,435 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,636 | BOYAmt |
| EOY | $336 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,445,982 | BOYAmt |
| EOY | $7,411,838 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,738,293 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,529 | BOYAmt |
| EOY | $188,960 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,380,474 | BOYAmt |
| EOY | $11,986,862 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,499,437 | BOYAmt |
| EOY | $38,024,915 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,273,048 | BOYAmt |
| EOY | $106,170,325 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,772,485 | BOYAmt |
| EOY | $144,195,240 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,152,959 | BOYAmt |
| EOY | $156,182,102 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,024,306 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,818,384 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $580,065 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,229,858 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,303,217 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,994,834 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,343,805 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,905,618 | CurrentTaxYearAmt |
| Total | $96,777,332 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,229,858 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,303,217 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,994,834 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,343,805 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,905,618 | CurrentTaxYearAmt |
| Total | $96,777,332 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $13,851,661 | SubstantialContributorsTotAmt |
| Public Support Total170 | $82,925,671 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $570,806 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $846,042 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $959,024 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,833,445 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,184,017 | CurrentTaxYearAmt |
| Total | $6,393,334 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,944,403 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $702,725 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $581,569 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $582,477 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $340,473 | CurrentTaxYearAmt |
| Total | $4,151,647 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $107,322,313 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $83,550,961 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77268 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79888 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - OTHER INCOME, COLUMN A - 1944403.0, COLUMN B - 702725.0, COLUMN C - 581569.0, COLUMN D - 582477.0, COLUMN E - 340473.0, COLUMN F - 4151647.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,096,817 | BeginningYearBalanceAmt |
| Contributions | $216,660 | ContributionsAmt |
| Investment Earnings Or Losses | $7,123,227 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,322,260 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,314,750 | OtherExpendituresAmt |
| Administrative Expenses | $2,670,076 | AdministrativeExpensesAmt |
| End Year Balance | $71,129,618 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,913,212 | BeginningYearBalanceAmt |
| Contributions | $771,004 | ContributionsAmt |
| Investment Earnings Or Losses | $7,669,700 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,233,990 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,173,110 | OtherExpendituresAmt |
| Administrative Expenses | $4,849,999 | AdministrativeExpensesAmt |
| End Year Balance | $70,096,817 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,209,620 | BeginningYearBalanceAmt |
| Contributions | $1,606,129 | ContributionsAmt |
| Investment Earnings Or Losses | $5,667,917 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,250,570 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,666,000 | OtherExpendituresAmt |
| Administrative Expenses | $1,653,884 | AdministrativeExpensesAmt |
| End Year Balance | $69,913,212 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,473,388 | BeginningYearBalanceAmt |
| Contributions | $3,148,797 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,812,565 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,170,283 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,429,717 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $68,209,620 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,967,642 | BeginningYearBalanceAmt |
| Contributions | $789,706 | ContributionsAmt |
| Investment Earnings Or Losses | $16,716,040 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $975,828 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,024,172 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $78,473,388 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.7 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,782,717 | OtherCostOrOtherBasisAmt |
| Book Value | $8,782,717 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $103,747,601 | OtherCostOrOtherBasisAmt |
| Depreciation | $56,964,787 | DepreciationAmt |
| Book Value | $46,782,814 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,289,251 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,706,173 | DepreciationAmt |
| Book Value | $1,583,078 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,263,955 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,330,428 | DepreciationAmt |
| Book Value | $2,933,527 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $60,082,136 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Closely-held equity interests | ||
| Financial derivatives | ||
| PARTNERSHIPS AND OTHER | $11,098,759 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $11,098,759 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTERESTS IN PERPETUAL TRUST | $9,053,291 |
| CONTRIBUTIONS RECEIVABLE | $2,140,982 |
| OTHER RECEIVABLE | $829,107 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $12,023,380 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| ANNUITIES PAYABLE | $105,299 |
| CAPITAL LEASE OBLIGATIONS | $83,661 |
| US GOV'T ADVANCES FOR STUDENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $188,960 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $38,577,634 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,818,384 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $48,119 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $798,473 | OtherRevenueAmt |
| Revenue Not Reported | $2,664,976 | RevenueNotReportedAmt |
| Revenue Subtotal | $35,912,658 | RevenueSubtotalAmt |
| Other Revenues Not Included | $7,186,354 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $7,186,354 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $43,099,012 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $35,154,879 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $48,119 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $218,408 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $266,527 | ExpensesNotReportedAmt |
| Expenses Subtotal | $34,888,352 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $7,186,354 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $7,186,354 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $42,074,706 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 1a Collections of art - financial statement footnote | THE INSTITUTE OWNS A COLLECTION OF VARIOUS OBJECTS OF ART. THESE ITEMS ARE HELD FOR PUBLIC EXHIBITION RATHER THAN FOR FINANCIAL GAIN AND ARE KEPT PROTECTED AND PRESERVED. IT IS THE INSTITUTE'S POLICY TO USE ANY PROCEEDS FROM THE SALE OF COLLECTION ITEMS TO ACQUIRE OTHER ITEMS FOR THE COLLECTION. ACCORDINGLY, THE INSTITUTE DOES NOT RECOGNIZE CONTRIBUTIONS OF WORKS OF ART, NOR ARE WORKS OF ART CAPITALIZED AND RECORDED ON THE STATEMENT OF FINANCIAL POSITION. |
| Schedule D, Part III, Line 4 Collections of art - description of collections | THE ART COLLECTIONS AND ANTIQUITIES SUPPORT THE EDUCATIONAL PURPOSE OF THE INSTITUTE. STUDENTS MAJORING IN ART HISTORY AND ARTS MANAGEMENT ACT AS CURATORS AND MAINTAIN THE COLLECTIONS. STUDENTS ARE INVOLVED IN COLLEGE AND COMMUNITY EXHIBITIONS. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE MAJORITY OF ENDOWMENT FUNDS ARE USED TO PROVIDE STUDENT SCHOLARSHIPS AND SUPPORT FOR INSTRUCTION, RESEARCH, AND ACADEMIC PROGRAMS. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | THE INSTITUTE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXED UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. HOWEVER, CERTAIN INCOME UNRELATED TO ITS EXEMPT FUNCTION IS SUBJECT TO INCOME TAXATION. MANAGEMENT HAS EVALUATED THE EFFECT OF THE GUIDANCE PROVIDED FOR UNCERTAINTY IN INCOME TAXES THAT BECAME EFFECTIVE FOR THE INSTITUTE ON JULY 1, 2009. MANAGEMENT BELIEVES THAT THE INSTITUTE CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AT JUNE 30, 2025 AND 2024. MANAGEMENT HAS EVALUATED ALL TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE CONSOLIDATED FINANCIAL STATEMENTS AND DETERMINED THE INSTITUTE HAD NO UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2025 AND 2024. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | RENTAL EXPENSES - 218408 CHANGE IN SPLIT INTEREST AGREEMENTS - 76323 UNREALIZED GAIN ON PERPETUAL TRUSTS - 503742 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | SCHOLARSHIPS - 7186354 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | RENTAL EXPENSES - 218408 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | SCHOLARSHIPS - 7186354 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | SWEET BRIAR COLLEGE CUSTOMARILY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS FROM LARGE GEOGRAPHICAL SECTIONS OF THE UNITED STATES AND FOREIGN COUNTRIES. THE COLLEGE FOLLOWS A RACIAL NONDISCRIMINATORY POLICY AND HAS COMPLIED WITH SECTION 4.02 OF THE INTERNAL REVENUE PROCEDURE 75-50. THE COLLEGE PUBLICIZES ITS NONDISCRIMINATORY POLICY IN ITS CATALOG. |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | SWEET BRIAR COLLEGE PARTICIPATES IN A VARIETY OF FEDERAL FINANCIAL AID PROGRAMS INCLUDING THE FEDERAL WORK STUDY PROGRAM, SEOG, AND THE PELL GRANT PROGRAM. THE COLLEGE ALSO RECEIVES FEDERAL GRANTS AND CONTRACTS FOR ACADEMIC PROGRAMMING AND SCIENTIFIC RESEARCH. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| South Asia | 0 | 0 | Program Services | TUITION ASSISTANCE | $658,495 |
| South America | 0 | 0 | Program Services | TUITION ASSISTANCE | $158,300 |
| Central America and the Caribbean | 0 | 0 | Program Services | TUITION ASSISTANCE | $74,820 |
| Sub-Saharan Africa | 0 | 0 | Program Services | TUITION ASSISTANCE | $30,000 |
| Russia and Neighboring States | 0 | 0 | Program Services | TUITION ASSISTANCE | $29,160 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | TUITION ASSISTANCE | $26,190 |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | TUITION ASSISTANCE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $991,965 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $991,965 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| SCHOLARSHIPS TO FOREIGN STUDENTS | South Asia | 23 | $658,495 | PMT APPLIED |
| SCHOLARSHIPS TO FOREIGN STUDENTS | South America | 6 | $158,300 | PMT APPLIED |
| SCHOLARSHIPS TO FOREIGN STUDENTS | Central America and the Caribbean | 3 | $74,820 | PMT APPLIED |
| SCHOLARSHIPS TO FOREIGN STUDENTS | Sub-Saharan Africa | 1 | $30,000 | PMT APPLIED |
| SCHOLARSHIPS TO FOREIGN STUDENTS | Russia and Neighboring States | 1 | $29,160 | PMT APPLIED |
| SCHOLARSHIPS TO FOREIGN STUDENTS | Europe (Including Iceland and Greenland) | 1 | $26,190 | PMT APPLIED |
| SCHOLARSHIPS TO FOREIGN STUDENTS | North America (Canada & Mexico only) | 1 | $15,000 | PMT APPLIED |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | STUDENTS APPLY FOR SCHOLARSHIPS AND ARE AWARDED AMOUNTS THROUGH THE FINANCIAL AID PROCESS. THE FINANCIAL AID OFFICE DETERMINES THE AMOUNTS TO AWARD BASED ON CERTAIN CRITERIA AND AMOUNTS ARE DISBURSED AND POSTED TO STUDENT'S TUITION AND FEES ACCOUNT. SCHOLARSHIPS ARE CREDITED TO STUDENT TUITION ACCOUNTS AT SWEET BRIAR COLLEGE. ANY STUDENT ACCOUNT THAT HAS A CREDIT BALANCE AFTER POSTING THE SCHOLARSHIP AMOUNTS WILL BE REFUNDED BY COLLEGE CHECK. |
| Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR STUDENTS TO ATTEND SWEET BRIAR | GrantTypeTxt |
| Recipient | 389 | RecipientCnt |
| Cash Grant | $6,194,389 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | INSTITUTIONAL MERIT SCHOLARSHIPS ARE AWARDED ON THE BASIS OF DEMONSTRATED ACADEMIC EXCELLENCE AND PROMISE FOR FUTURE SUCCESS AT THE COLLEGE. WHILE A NUMBER OF FACTORS ARE CONSIDERED, THE COLLEGE RELIES HEAVILY ON THE EVALUATION OF HIGH SCHOOL COURSEWORK, HIGH SCHOOL GRADE POINT AVERAGES AND CLASS RANK, STANDARDIZED TEST SCORES, WRITTEN WORK AND LETTERS OF RECOMMENDATION. EXTRACURRICULAR INVOLVEMENT THAT DEMONSTRATES A PROMISE FOR SUCCESS AT THE COLLEGIATE LEVEL IS ALSO CONSIDERED. SCHOLARSHIP AWARDS ARE APPLIED TO THE STUDENT'S ACCOUNT FOR PAYMENT TOWARD TUITION, ROOM, BOARD AND FEES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARY POPE HUTSON | ||||||||||||||
| PRESIDENT | $352,625 | $0 | $0 | $0 | $0 | $0 | $21,240 | $0 | $8,976 | $0 | $382,841 | $0 | $0 | $0 |
| LUTHER GRIFFITH | ||||||||||||||
| FORMER VP FINANCE, OPERATIONS & AUX | $127,191 | $0 | $0 | $0 | $0 | $0 | $288 | $0 | $0 | $0 | $127,479 | $0 | $0 | $0 |
| DR MEREDITH WOO | ||||||||||||||
| FORMER PRESIDENT | $200,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $200,000 | $0 | $0 | $0 |
| PETER BRYAN | ||||||||||||||
| VP FINANCE, OPERATIONS & AUX | $224,051 | $0 | $0 | $0 | $0 | $0 | $10,708 | $0 | $16,970 | $0 | $251,729 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 1a Housing allowance or residence for personal use | FormAndLineReferenceDesc |
| Explanation | RESIDENCE FOR PERSONAL USE: AS A CONDITION OF EMPLOYMENT, THE PRESIDENT, SVP OF ALUMNAE RELATIONS & DEVELOPMENT, AND VP FOR ACADEMIC AFFAIRS/DEAN OF THE COLLEGE ARE REQUIRED TO LIVE IN THE SCHOOL'S HOUSES LOCATED ON THE CAMPUS. THESE RESIDENCES ARE PROVIDED FOR THE CONVENIENCE OF THE SCHOOL IN HAVING THE FUNCTIONS OF THE OFFICES EFFICIENTLY DISCHARGED. THIS HOUSING ALLOWANCE IS TREATED AS A NON TAXABLE BENEFIT. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDUSTRIAL DEVELOPMENT AUTHORITY - TOWN OF AMHERST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 546001113 | BondIssuerEIN |
| CUSIP | 031489BX4 | CUSIPNum |
| Bond Issued | 2006-02-23 | BondIssuedDt |
| Issue Price | $21,041,170 | IssuePriceAmt |
| Purpose | REFUNDING OF 1998A,1998B,1999-2002 | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $20,865,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $334,871 | IssuanceCostsFromProceedsAmt |
| Substantial Completion | 2006 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | false | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (true) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | false | EngageBondCounselContractsInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | false | EngageBondCounselResearchInd |
| Private Bus Use By Others | 0.0 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.0 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.0 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropPct |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | Yes (true) | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Term Of Hedge | 0 | TermOfHedgePct |
| Superintegrated Hedge | false | SuperintegratedHedgeInd |
| Hedge Terminated | false | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Term Of GIC | 0 | TermOfGICPct |
| Regulatory Safe Harbor Stsfd | false | RegulatorySafeHarborStsfdInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | false | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE | FormAndLineReferenceDesc |
| Explanation | THE TOTAL PROCEEDS OF ISSUE FOR THE 2006 BOND IS $176,170 LESS THAN THE ORIGINAL ISSUE PRICE DUE TO A REFUND OF THE BOND IN FISCAL YEAR 2012. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 41 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,820,233 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - AVG TRADING VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | HORSES | 2 | $50,000 | Market value |
| Yes (X) | MISC | 23 | $181,780 | Market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Line 33 Noncash contribution amounts not reported | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE OWNS A COLLECTION OF VARIOUS OBJECTS OF ART. THESE ITEMS ARE HELD FOR PUBLIC EXHIBITION RATHER THAN FOR FINANCIAL GAIN AND ARE KEPT PROTECTED AND PRESERVED. IT IS THE INSTITUTE'S POLICY TO USE ANY PROCEEDS FROM THE SALE OF COLLECTION ITEMS TO ACQUIRE OTHER ITEMS FOR THE COLLECTION. ACCORDINGLY, THE INSTITUTE DOES NOT RECOGNIZE CONTRIBUTIONS OF WORKS OF ART, NOR ARE WORKS OF ART CAPITALIZED AND RECORDED ON THE STATEMENTS OF FINANCIAL POSITION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 15 PROCESS TO ESTABLISH COMPENSATION | COMPENSATION FOR THE PRESIDENT IS DETERMINED BY INFORMATION PROVIDED TO THE COMPENSATION COMMITTEE, IS APPROVED BY THE BOARD, AND DOCUMENTED IN A WRITTEN EMPLOYMENT CONTRACT. IN DETERMINING NEWLY HIRED EXECUTIVES' PAY, DATA IS ACQUIRED FROM SEARCH CONSULTANTS, REGIONAL SALARY SURVEYS AND GENERAL PAY RANGES THAT ARE LINKED IN GENERAL TERMS TO VARIOUS CUPA SURVEYS. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE 990 FORM AND REQUIRED SCHEDULES WERE REVIEWED BY MANAGEMENT PRIOR TO FILING. AN ELECTRONIC VERSION OF THE RETURN WAS MADE AVAILABLE TO THE OFFICERS AND DIRECTORS OF THE INSTITUTE PRIOR TO FILING. |
| Form 990, Part VI, Line 12c Conflict of interest policy | OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO SUBMIT AN ANNUAL DISCLOSURE IN ACCORDANCE WITH THE SWEET BRIAR COLLEGE WRITTEN CONFLICT OF INTEREST POLICY. CONFLICT OF INTEREST FORMS ARE FILED WITH THE PRESIDENT'S OFFICE ANNUALLY AND ARE REVIEWED BY THE VP FOR FINANCE & AUXILIARY OPERATIONS AND THE BOARD'S AUDIT COMMITTEE. IN GENERAL, WHEN AN INDIVIDUAL COVERED BY THIS POLICY IS DEEMED TO BE IN A CONFLICT OF INTEREST SITUATION WITH RESPECT TO ANY MATTER BEFORE THE BOARD OR ADMINISTRATION, THAT INDIVIDUAL SHALL REFRAIN FROM PARTICIPATING IN THE CONSIDERATION OF ANY PROPOSED TRANSACTION WHICH MAY BE IMPAIRED BY THE POTENTIAL CONFLICT, UNLESS SPECIFICALLY REQUESTED TO PROVIDE INFORMATION REGARDING THE TRANSACTION IN QUESTION. SUCH PERSON SHALL NOT VOTE ON OR TAKE ANY POSITION FOR OR AGAINST THE PROPOSED TRANSACTION, NOR SHALL SHE OR HE ATTEMPT TO INFLUENCE THE VOTES OR POSITIONS OF OTHERS. WHEN DEEMED APPROPRIATE, A NOTE IN THE MINUTES OF THE MEETING SHALL SPECIFY THAT THE PERSON INVOLVED NEITHER PARTICIPATED IN CONSIDERATION OF THE PROPOSED TRANSACTION NOR VOTED ON THE MATTER. IN ALL INSTANCES WHERE A CONFLICT OF INTEREST IS DETERMINED TO EXIST, SUCH CONFLICTS, AND THEIR REMEDY, SHALL BE DISCLOSED TO THE BOARD AT LEAST ANNUALLY. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST ONLY. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | ALL OTHER REVENUE - Total Revenue: 165900, Related or Exempt Function Revenue: 165900, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 0; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CHANGE IN SPLIT INTEREST AGREEMENTS - 76323; UNREALIZED GAIN ON PERPETUAL TRUSTS - 503742; Total - 580065; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWEET BRIAR FARM LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 CHAPEL ROAD | AddressLine1Txt |
| City | SWEET BRIAR | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24595 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 933130441 | EIN |
| Primary Activities | GREENHOUSE | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Total Income | $124,674 | TotalIncomeAmt |
| End Of Year Assets | $2,005,825 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWEET BRIAR | BusinessNameLine1Txt |
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