2026-05-12T11:26:21-05:00 2025-06-30 135565207 KPMG LLP 60 SOUTH STREET BOSTON MA 02111 990 2024-07-01 042103542 AMHERST COLLEGE TRUSTEES AMHE 4135422101 PO BOX 5000 CONTROLLERS OFFICE AMHERST MA 01002 MICHAEL THOMAS CHIEF FIN & ADMIN OFFICER 4135422101 2026-05-12 1 0 KRISTIN ANDERSON P01231300 6179881000 2026-05-09 2024 2025-03-06 01:10:19Z MICHAEL A ELLIOTT PO BOX 5000 CONTROLLERS OFFICE AMHERST MA 01002 1351565020 0 X WWW.AMHERST.EDU X 1821 MA SEE SCHEDULE O 23 21 3592 2137 6831823 374151 65319167 55541575 165880847 180965326 198099738 537222044 3711279 1983293 433011031 775712238 85136120 87061636 0 0 174598124 190529574 0 0 12990975 159689913 176599250 419424157 454190460 13586874 321521778 5575113189 6205673227 756798426 927657252 4818314763 5278015975 X SEE SCHEDULE O 0 0 318531120 85552813 178565377 HIGHER EDUCATION: UNDERGRADUATE EDUCATIONAMHERST COLLEGE IS AN UNDERGRADUATE INSTITUTION WITH AN APPROXIMATE STUDENT ENROLLMENT OF 2,000. 31623985 1508823 3619882 THE FOLGER SHAKESPEARE LIBRARY IS HOME TO A SHAKESPEARE COLLECTION, A CENTER FOR SCHOLARLY RESEARCH, A VENUE FOR PERFORMANCES, READINGS, AND EXHIBITIONS, AND A LEADER IN HUMANITIES EDUCATION. 350155105 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 0 1 1 0 1 1 1 0 1 0 0 1 1 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 1 1 0 0 1 3279 0 1 3592 1 1 1 0 0 0 0 1 1 0 0 0 0 1 1 X 23 21 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MA X STEPHEN NIGRO 4135422101 PO BOX 5000 CONTROLLERS OFFICE AMHERST MA 01002 MICHAEL ELLIOTT PRESIDENT 40.00 0.00 X X 697632 0 148610 MINDY BERMAN TRUSTEE EFF 7/24 5.00 0.00 X 0 0 0 MARY ELIZABETH CISNEROS TRUSTEE 5.00 0.00 X 0 0 0 BONNIE BARSAMIAN DUNN TRUSTEE 5.00 0.00 X 0 0 0 NAANA FRIMPONG TRUSTEE 5.00 0.00 X 0 0 0 DOUGLAS GRISSOM TRUSTEE 5.00 0.00 X 0 0 0 JASON GROSFELD TRUSTEE EFF 7/24 5.00 0.00 X 0 0 0 REJJI HAYES TRUSTEE 5.00 0.00 X 0 0 0 MATTHEW HULSIZER TRUSTEE 5.00 0.00 X 0 0 0 PHILLIP JACKSON TRUSTEE 5.00 0.00 X 0 0 0 CHANTAL KORDULA TRUSTEE - CHAIR 5.00 0.00 X 0 0 0 SIMON KRINSKY TRUSTEE 5.00 0.00 X 0 0 0 JI-YEUN LEE TRUSTEE 5.00 0.00 X 0 0 0 DAVID MACLENNAN TRUSTEE 5.00 0.00 X 0 0 0 DAVID NOVAK TRUSTEE 5.00 0.00 X 0 0 0 WILLIAM O'MALLEY TRUSTEE 5.00 0.00 X 0 0 0 DWIGHT POLER TRUSTEE 5.00 0.00 X 0 0 0 CHRISTINE NOYER SEAVER TRUSTEE 5.00 0.00 X 0 0 0 ELIZABETH SHELBURNE TRUSTEE 5.00 0.00 X 0 0 0 GRETCHEN SISSON TRUSTEE 5.00 0.00 X 0 0 0 PAUL SMITH TRUSTEE 5.00 0.00 X 0 0 0 SHIRLEY TILGHMAN TRUSTEE 5.00 0.00 X 0 0 0 KIMBERLEE WYCHE-ETHERIDGE TRUSTEE 5.00 0.00 X 0 0 0 LETITIA JOHNSON CHIEF INVESTMENT OFFICER 40.00 0.00 X 1680803 0 31031 MICHAEL THOMAS CHIEF FIN & ADMIN OFFICER 40.00 0.00 X 504177 0 51331 GREGORY PRICKMAN INT DIR-FOLGER SHAKESP. LIB 7-10/24 40.00 0.00 X 398945 0 86773 STEPHEN NIGRO CONTROLLER 40.00 2.00 X 179339 0 37451 FARAH KARIM-COOPER DIR-FOLGER SHAKESPEARE LIB EFF 10/24 40.00 0.00 X 124916 0 7338 LISA RUTHERFORD CHIEF POLICY OFFICER & GEN COUNSEL 40.00 2.00 X 445037 0 113810 CATHERINE EPSTEIN PROVOST & DEAN FACULTY END 6/24 40.00 0.00 X 440310 0 91885 ELIZABETH CANNON SMITH CHIEF ADVANCEMENT OFFICER 40.00 2.00 X 423801 0 83381 MATTHEW MCGANN DEAN OF ADMISSION & FIN AID 40.00 0.00 X 361557 0 40548 ANGIE TISSI-GASSOWAY CHIEF STUDENT AFF & DEAN STUDENTS 40.00 0.00 X 291177 0 45599 MARTHA UMPHREY PROVOST & DEAN OF FACULTY EFF 7/24 40.00 0.00 X 262073 0 70499 RUTH TAYLOR-KIDD CHIEF FINANCIAL OFFICER - FOLGER 40.00 0.00 X 280313 0 34765 MICHAEL WITMORE DIR-FOLGER SHARESPEARE LIB END 6/24 40.00 0.00 X 900650 0 17539 DAWN BATES DIRECTOR OF OPERATIONS 40.00 0.00 X 475966 0 42954 JACK CHENEY PROFESSOR OF GEOLOGY 40.00 0.00 X 404976 0 74033 SHANE LEVY INVESTMENT OFFICER 40.00 0.00 X 403593 0 31037 AUSTIN SARAT PROFESSOR OF POLI SCI & LJST 40.00 0.00 X 380408 0 48961 THOMAS DWYER ASSOCIATE CFO, FORMER INTERIM CFO 40.00 0.00 X 344179 0 78419 8999852 0 1135964 417 1 1 0 SHAWMUT DESIGN AND CONSTRUCTION 560 HARRISON AVENUE BOSTON MA 02118 CONSTRUCTION SERVICES 32327916 DANIEL O'CONNELL'S SONS INC 480 HAMPDEN STREET PO BOX 267 HOLYOKE MA 01041 CONSTRUCTION SERVICES 18914383 SEQUOIA CAPITAL 3000 SAND HILL ROAD WEST MENLO PARK CA 94025 INVESTMENT MANAGEMENT 4477280 GREENHAVEN 3 MANHATTANVILLE RD 102 PURCHASE NY 10577 INVESTMENT MANAGEMENT 2881844 GILBANE BUILDING COMPANY 7 JACKSON WALKWAY PROVIDENCE RI 02903 CONSTRUCTION SERVICES 2693923 226 454439 3708994 51378142 11512888 55541575 TUITION AND OTHER STUDENT FEES 611310 139807423 139807423 HOUSING & MEALS 721000 34346213 34346213 BOX OFFICE/EVENTS 711130 1788670 1788670 MUSEUMS 711130 1416955 1416955 SUMMER PROGRAMS 611310 1042493 1012318 30175 2563572 2563572 180965326 41819592 400638 1796897 39622057 623176 623176 1484323 723685 760638 760638 760638 1070216223 574813771 495402452 495402452 5004751 490397701 65335 454439 315326 -249991 -249991 849470 849470 849470 775712238 182185259 6831823 531153581 894548 894548 80791023 80791023 5376065 5376065 7425099 2106244 3986980 1331875 416916 416916 137657248 116966552 13591618 7099078 11209980 9694837 921401 593742 26026142 20086601 4742738 1196803 7794189 6721822 648620 423747 1281255 395210 886045 378270 22370 355900 116720 116720 52008897 52008897 16020247 12816630 2535060 668557 1772670 1375141 246800 150729 4883717 4239841 585185 58691 7689270 5745638 1874478 69154 72231 72049 152 30 13340582 11436136 1766654 137792 5183214 4445185 366951 371078 1067186 597711 294639 174836 19366977 16265068 3008956 92953 21301638 19944106 1252805 104727 1820284 1529568 289551 1165 FOOD 7723504 7307626 366432 49446 EQUIPMENT AND FURNITURE 6187187 5460033 582586 144568 LIBRARY BOOKS/MEDIA 4336091 4336091 SPONSORED RESEARCH 3264117 3264117 8785193 8148173 315016 322004 454190460 350155105 91044380 12990975 1744570 2369035 301956859 360784958 64691739 59028449 3954221 3825241 48611 1767583 8812703 8812703 281822 254502 2878510 3718826 1278790042 387617108 783482790 891172934 453358376 482031593 3897217683 4285197747 614129 981991 56071176 105727665 5575113189 6205673227 21506278 31250476 11111652 121125000 292144700 500210372 498078047 102845124 106184029 756798426 927657252 X 1610651571 1726135388 3207663192 3551880587 4818314763 5278015975 5575113189 6205673227 X 321521778 143237473 -5058039 X 0 1 X 1 1 1 X 65538958 85032185 60572966 65319167 55541575 332004851 65538958 85032185 60572966 65319167 55541575 332004851 45365736 286639115 30892538 32074674 29120739 12083195 41729556 145900702 1127789 1288595 11715844 2718578 16850806 355028 2460419 1295049 480617 0 4591113 499347472 780618995 0.57400 0.57940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 48832 0 1 116720 165552 0 PART II-B, LINE 1: THE ORGANIZATION ENGAGED GOVERNMENT RELATIONS FIRMS AND MET WITH LAWMAKERS ON BEHALF OF AMHERST COLLEGE AND FOLGER SHAKESPEARE MEMORIAL LIBRARY. IN ADDITION, AMHERST COLLEGE PAYS A MEMBERSHIP FEE TO NAICU (NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES) AND THEY MAY PERFORM A LIMITED AMOUNT OF LOBBYING ACTIVITIES. X X X X 0 4014378057 10602787 622245879 41213143 139422307 58229775 4408361498 3780301095 12995157 430808198 38152452 121112730 50461214 4014378054 3758812672 8486911 216326006 35396642 118693488 49234364 3780301095 4300531130 27637614 -366559937 31438697 123858319 47499119 3758812672 2920494006 22710434 1558216605 29170697 107047350 64671868 4300531130 0.25650 0.74350 0.00000 0 0 8507028 8507028 1118940877 265884682 853056195 117176922 94044998 23131924 34165215 27687428 6477787 891172934 FIXED INCOME 64009900 F PRIVATE EQUITIES 2185593022 F ABSOLUTE RETURN 759944832 F R.ESTATE/NATURAL RES. 109173138 F OTHER SECURITIES 1509889 F PUBLIC EQUITIES 1164966966 F 4285197747 LIAB. FOR LIFE INCOME OBLIGATION 31101733 POST RET. BENEFIT OBLIGATION 58781500 OTHER LIABILITIES 16300796 106184029 X PART III, LINE 4: THE TRUSTEES OF AMHERST COLLEGE DOES NOT CAPITALIZE GIFTS IN KIND OF ART, HISTORICAL TREASURES OR OTHER SIMILAR ASSETS HELD FOR PUBLIC EXHIBITION, ETC. THE FOLGER SHAKESPEARE MEMORIAL LIBRARY (THE LIBRARY), DOES CAPITALIZE PURCHASES TO ITS COLLECTION WHICH IS RECORDED AT COST. THE FOLGER SHAKESPEARE MEMORIAL LIBRARY HOLDS THE LARGEST AND MOST COMPLETE COLLECTION OF SHAKESPEAREANA IN THE WORLD AND THE LARGEST COLLECTION OF ENGLISH PRINTED BOOKS FROM 1475 TO 1640 OUTSIDE OF ENGLAND, AS WELL AS EXTENSIVE CONTINENTAL RENAISSANCE HOLDINGS. THE COLLECTION INCLUDES BOOKS, MANUSCRIPTS, DOCUMENTS, PAINTINGS, ILLUSTRATIONS, TAPESTRIES, FURNISHINGS, MUSICAL INSTRUMENTS, SCORES, AND CURIOS FROM THE RENAISSANCE AND THEATER HISTORY. THE EMILY DICKINSON MUSEUM CONSISTS OF TWO HISTORIC HOUSES AND THEIR CONTENTS, IN THE CENTER OF AMHERST, MASSACHUSETTS, CLOSELY ASSOCIATED WITH THE POET EMILY DICKINSON AND MEMBERS OF HER FAMILY DURING THE NINETEENTH CENTURIES. THE MEAD ART MUSEUM CREATES INNOVATIVE AND RIGOROUS EXHIBITIONS FROM ITS DIVERSE COLLECTION OF OVER 20,000 WORKS INCLUDING AMERICAN ART, RUSSIAN MODERNIST ART, EUROPEAN OLD MASTERS, AFRICAN ART, JAPANESE ART, 19TH AND 20TH CENTURY PHOTOGRAPHY, MASTER AND MODERN PRINTS AND DRAWINGS, AND AN INTERNATIONAL COLLECTION OF CONTEMPORARY ART. OVER 150 AMHERST COLLEGE CLASSES VISIT THE MEAD'S TWO STUDY ROOMS ANNUALLY TO LEARN FROM ORIGINAL WORKS OF ART. THE BENESKI MUSEUM OF NATURAL HISTORY HOUSES RESEARCH COLLECTIONS OF VERTEBRATE AND INVERTEBRATE PALEONTOLOGY, MINERALS, ANTHROPOLOGY AND MODERN VERTEBRATES, AS WELL AS NUMEROUS EXHIBITS WHICH ILLUSTRATE THE EVOLUTION AND ECOLOGY OF MAJOR GROUPS OF ANIMALS. THE COLLEGE AND THE LIBRARY MAINTAIN POLICIES AND PROCEDURES ADDRESSING THE COLLECTIONS' UPKEEP AS WELL AS OTHER ASPECTS OF THEIR MANAGEMENT, INCLUDING ACCESSION AND DEACCESSION POLICIES. PART V, LINE 4: THE MISSION OF THE TRUSTEES OF AMHERST COLLEGE'S ENDOWMENT IS TO PROVIDE FINANCIAL SUPPORT IN ORDER THAT THE COLLEGE MAY PROVIDE A QUALITY EDUCATION TO ALL ADMITTED STUDENTS AS ARTICULATED IN THE MISSION STATEMENT OF AMHERST COLLEGE. THE ENDOWMENT IS MANAGED FOR THE PURPOSE OF ENSURING THE CURRENT AND FUTURE SPENDING REQUIREMENTS ARE SUPPORTED, WHILE ALSO PRESERVING THE ENDOWMENT FUND IN PERPETUITY. THE ENDOWMENT FUNDED A SUBSTANTIAL PORTION OF OPERATING REVENUE IN THIS TAX YEAR. THE ENDOWMENT DISTRIBUTION IS USED FOR SUCH PURPOSES AS FINANCIAL AID, NAMED PROFESSORSHIPS, FACULTY AND STUDENT RESEARCH, ACADEMIC SUPPORT, SCIENTIFIC EQUIPMENT, ATHLETICS, INTERNSHIPS, AND FELLOWSHIPS/PRIZES. PART X, LINE 2: THE INSTITUTION IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. MANAGEMENT PERFORMS AN ANNUAL REVIEW FOR UNCERTAIN TAX POSITIONS ALONG WITH ANY RELATED INTEREST AND PENALTIES. MANAGEMENT BELEIVES THAT THE INSTITUTION HAS NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL ADVERSE EFFECT, INDIVIDUALLY OR IN THE AGGREGATE, UPON THE INSTITUTION'S BALANCE SHEET OR THE RELATED STATEMENT OF ACTIVITIES OR CASH FLOWS. PART V, LINE 2 AMHERST COLLEGE HAS ADOPTED ASU 2016-14, PRESENTATION OF THE FINANCIAL STATEMENTS FOR NOT-FOR-PROFIT ENTITIES. AS A RESULT, THE JUNE 30, 2025 AUDITED FINANCIAL STATEMENTS CLASSIFY NET ASSETS AS EITHER NET ASSETS WITHOUT DONOR RESTRICTIONS, OR NET ASSETS WITH DONOR RESTRICTIONS. FOR PURPOSES OF SCHEDULE D, LINE 2, AMHERST COLLEGE HAS REPORTED ENDOWMENT FUNDS WITHOUT DONOR RESTRICTIONS AS BOARD DESIGNATED OR QUASI-ENDOWMENT AND ENDOWMENT FUNDS WITH DONOR RESTRICTIONS AS PERMANENT ENDOWMENT, RESPECTIVELY. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE TRUSTEES OF AMHERST COLLEGE PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY ON ITS PUBLICLY ACCESSIBLE HOME WEBPAGE AT ALL TIMES DURING THE YEAR. SCHEDULE E, PART I, LINE 6 THE TRUSTEES OF AMHERST COLLEGE RECEIVES FEDERAL GRANTS FOR RESEARCH, ETC. AND IS A PASS THROUGH ENTITY FOR CERTAIN FEDERAL AND STATE FINANCIAL AID. 1 NORTH AMERICA (CANADA AND MEXICO) 0 0 PROGRAM SERVICES RELATED EXPENSES 99464 CENTRAL AMERICA AND CARIBBEAN 0 0 PROGRAM SERVICES RELATED EXPENSES 163172 EAST ASIA AND PACIFIC 0 0 PROGRAM SERVICES RELATED EXPENSES 506410 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 PROGRAM SERVICES RELATED EXPENSES 2851994 MIDDLE EAST AND NORTH AFRICIA 0 0 PROGRAM SERVICES RELATED EXPENSES 34042 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES RELATED EXPENSES 9699 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES RELATED EXPENSES 69286 SOUTH AMERICA 0 0 PROGRAM SERVICES RELATED EXPENSES 156851 SOUTH ASIA 0 0 PROGRAM SERVICES RELATED EXPENSES 23848 NORTH AMERICA (CANADA AND MEXICO) 0 0 GRANTS TO RECIPIENTS IN THE REGION 29525 CENTRAL AMERICA AND CARIBBEAN 0 0 GRANTS TO RECIPIENTS IN THE REGION 105936 EAST ASIA AND PACIFIC 0 0 GRANTS TO RECIPIENTS IN THE REGION 808261 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 GRANTS TO RECIPIENTS IN THE REGION 3976079 MIDDLE EAST AND NORTH AFRICIA 0 0 GRANTS TO RECIPIENTS IN THE REGION 21213 RUSSIA AND NEIGHBORING STATES 0 0 GRANTS TO RECIPIENTS IN THE REGION 15603 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS IN THE REGION 230652 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS IN THE REGION 148706 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS IN THE REGION 34090 CENTRAL AMERICA AND CARIBBEAN 0 0 INVESTMENTS 2082207235 SUB-SAHARAN AFRICA 0 0 INVESTMENTS 59910548 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 INVESTMENTS 65688192 CENTRAL AMERICA AND CARIBBEAN 0 0 INVESTMENT MANAGEMENT FEES 18322982 SUB-SAHARAN AFRICA 0 0 INVESTMENT MANAGEMENT FEES 818526 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 INVESTMENT MANAGEMENT FEES 750899 0 0 0 0 0 0 3890918 2233092295 2236983213 EUROPE (INCLUDING ICELAND AND GREENLAND) GENERAL SUPPORT 6000 0 1 0 EDUCATIONAL AWARDS NORTH AMERICA 10 29525 EFT EDUCATIONAL AWARDS CENTRAL AMERICA AND THE CARIBBEAN 11 105936 EFT EDUCATIONAL AWARDS EAST ASIA AND THE PACIFIC 42 808261 EFT EDUCATIONAL AWARDS EUROPE (INCLUDING ICELAND & GREENLAND) 127 3976079 EFT EDUCATIONAL AWARDS MIDDLE EAST AND NORTH AFRICA 4 21213 EFT EDUCATIONAL AWARDS RUSSIA AND NEIGHBORING STATES 3 15603 EFT EDUCATIONAL AWARDS SUB-SAHARAN AFRICA 19 230652 EFT EDUCATIONAL AWARDS SOUTH AMERICA 14 148706 EFT EDUCATIONAL AWARDS SOUTH ASIA 7 34090 EFT 1 0 1 1 1 1 PART I, LINE 2: GRANTS INCLUDING FINANCIAL AID AND OTHER ASSISTANCE ARE APPLIED DIRECTLY AS A CREDIT TO STUDENT'S ACCOUNTS. FOLGER GALA 491224 431139 60085 121051 95270 77528 FOOTBALL GOLF OUTING 28550 23300 5250 16362 5115 519774 454439 65335 137413 95270 82643 315326 -249991 1 AMHERST AREA CHAMBER OF COMMERCE 35 S PLEASANT ST AMHERST MA 01002 042388764 501(C)(6) 11750 0 GENERAL SUPPORT AMHERST BUSINESS IMPROVEMENT DISTRICT INC 35 S PLEASANT ST AMHERST MA 01002 455423811 501(C)(6) 32000 0 GENERAL SUPPORT AMHERST GOLF CLUB INC PO BOX 874 AMHERST MA 01004 041031700 501(C)(7) 55000 0 GENERAL SUPPORT AMHERST PUBLIC SCHOOLS 170 CHESTNUT STREET AMHERST MA 01002 046006213 TOWN OF AMHERST 100000 0 GENERAL SUPPORT COOLEY DICKINSON HOSPITAL INC 30 LOCUST STREET NORTHAMPTON MA 01060 222617175 501(C)(3) 50000 0 GENERAL SUPPORT THE DOWNTOWN AMHERST FOUNDATION INC 35 S PLEASANT ST AMHERST MA 01002 843052133 501(C)(3) 25000 0 GENERAL SUPPORT FRIENDS OF THE JONES LIBRARY SYSTEM INC 43 AMNITY STREET AMHERST MA 01002 043518347 501(C)(3) 250000 0 GENERAL SUPPORT TOWN OF AMHERST 4 BOLTWOOD AVENUE AMHERST MA 01002 046001068 TOWN OF AMHERST 225000 0 GENERAL SUPPORT NEW ENGLAND PUBLIC MEDIA 44 HAMPDEN STREET SPRINGFIELD MA 01003 046103523 501(C)(3) 11543 0 GENERAL SUPPORT MASSACHUSETTS EMERGENCY MANAGEMENT AGENCY 400 WORCESTER ROAD FRAMINGHAM MA 017025399 046002284 STATE OF MA 0 71900 FMV CASES OF WATER GENERAL SUPPORT WOODSIDE CHILDREN'S CENTER 156 WOODSIDE AVE AMHERST MA 01002 042888548 501(C)(3) 35225 0 GENERAL SUPPORT 11 3 UNDERGRADUATE AMHERST COLLEGE SCHOLARSHIPS 1069 76154898 UNDERGRADUATE RESEARCH AND INTERNSHIPS 658 1626651 FOLGER ENDOWED FELLOWSHIPS 130 1370334 GRADUATE FELLOWSHIPS 154 1338322 UNDERGRADUATE PRIZES 215 289558 GRADUATE PRIZES 5 11260 PART I, LINE 2: UNDERGRADUATE SCHOLARSHIPS ARE APPLIED DIRECTLY AS CREDITS TO STUDENTS' ACCOUNTS. FUNDING FOR OTHER ASSISTANCE IS DISTRIBUTED IN ACCORDANCE WITH THE TERMS OF THE RESPECTIVE AGREEMENTS FOR PRIZES, FELLOWSHIPS, AND RESEARCH AWARDS. X X X X 1 1 X X X X 1 0 0 0 0 0 0 1 0 LETITIA JOHNSON CHIEF INVESTMENT OFFICER 600000 0 1080000 0 803 0 28145 0 2886 0 1711834 0 0 0 MICHAEL WITMORE DIR-FOLGER SHARESPEARE LIB END 6/24 311427 0 200000 0 389223 0 0 0 17539 0 918189 0 0 0 MICHAEL ELLIOTT PRESIDENT 692098 0 0 0 5534 0 82633 0 65977 0 846242 0 0 0 LISA RUTHERFORD CHIEF POLICY OFFICER & GEN COUNSEL 442199 0 0 0 2838 0 68875 0 44935 0 558847 0 0 0 MICHAEL THOMAS CHIEF FIN & ADMIN OFFICER 502659 0 0 0 1518 0 38931 0 12400 0 555508 0 0 0 CATHERINE EPSTEIN PROVOST & DEAN FACULTY END 6/24 435954 0 0 0 4356 0 38794 0 53091 0 532195 0 0 0 DAWN BATES DIRECTOR OF OPERATIONS 233110 0 242000 0 856 0 15305 0 27649 0 518920 0 0 0 ELIZABETH CANNON SMITH CHIEF ADVANCEMENT OFFICER 419445 0 0 0 4356 0 34386 0 48995 0 507182 0 0 0 GREGORY PRICKMAN INT DIR-FOLGER SHAKESP. LIB 7-10/24 388468 0 4000 0 6477 0 46721 0 40052 0 485718 0 0 0 JACK CHENEY PROFESSOR OF GEOLOGY 401449 0 0 0 3527 0 47203 0 26830 0 479009 0 0 0 SHANE LEVY INVESTMENT OFFICER 228310 0 175000 0 283 0 19085 0 11952 0 434630 0 0 0 AUSTIN SARAT PROFESSOR OF POLI SCI & LJST 371349 0 0 0 9059 0 33425 0 15536 0 429369 0 0 0 THOMAS DWYER ASSOCIATE CFO, FORMER INTERIM CFO 342867 0 0 0 1312 0 38498 0 39921 0 422598 0 0 0 MATTHEW MCGANN DEAN OF ADMISSION & FIN AID 360672 0 0 0 885 0 38585 0 1963 0 402105 0 0 0 ANGIE TISSI-GASSOWAY CHIEF STUDENT AFF & DEAN STUDENTS 290477 0 0 0 700 0 33214 0 12385 0 336776 0 0 0 MARTHA UMPHREY PROVOST & DEAN OF FACULTY EFF 7/24 259313 0 0 0 2760 0 30018 0 40481 0 332572 0 0 0 RUTH TAYLOR-KIDD CHIEF FINANCIAL OFFICER - FOLGER 274430 0 4000 0 1883 0 31311 0 3454 0 315078 0 0 0 STEPHEN NIGRO CONTROLLER 178214 0 0 0 1125 0 19531 0 17920 0 216790 0 0 0 PART I, LINE 1A THE PRESIDENT IS REQUIRED TO MAINTAIN A PERSONAL RESIDENCE ON CAMPUS AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE EMPLOYER. CERTAIN PERSONAL SERVICES ARE PROVIDED TO MAINTAIN THESE RESIDENCES. THE PRESIDENT'S NONTAXABLE HOUSING IS REPORTED IN PART II, COLUMN D. AMHERST PROVIDES FACULTY HOUSING AT BELOW MARKET RENTS FOR THE CONVENIENCE OF THE EMPLOYER. FACULTY ARE NOT REQUIRED TO LIVE ON CAMPUS. THE PROFESSOR OF POLITICAL SCIENCE & LAW, JURISPRUDENCE, AND SOCIAL THOUGHT HAS TAXABLE HOUSING REPORTED IN PART II, COLUMN B(III). IN ACCORDANCE WITH AMHERST'S TRAVEL POLICY, FIRST CLASS AIR TRAVEL IS PERMITTED FOR A BONA FIDE BUSINESS PURPOSE FOR THE PRESIDENT AND STAFF. IT IS THE COLLEGE'S POLICY TO GROSS UP CERTAIN BENEFITS FOR TAX PURPOSES. PART I, LINE 4A LINE 4A: THE DIRECTOR OF FOLGER SHAKESPEARE LIBRARY (THROUGH JUNE 2024) RECEIVED SEVERANCE COMPENSATION OF $314,847 IN CALENDAR YEAR 2024 AS INCLUDED IN PART II, COLUMN B(III). PART I, LINE 7 TO RECRUIT AND RETAIN QUALIFIED TALENT, THE INSTITUTION PERIODICALLY USES INCENTIVE COMPENSATION. THESE AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B(II). A MHEFA SERIES H 042456011 57585K4R6 2003-06-26 50000000 CONSTRUCTION 0 0 0 B MHEFA SERIES I 042456011 57586CGZ2 2005-06-30 29700000 REFUND PRIOR SERIES G 0 0 0 C MHEFA SERIES J 042456011 57586CHA6 2005-06-30 50000000 CONSTRUCTION 0 0 0 D MHEFA SERIES K-2 042456011 57586EDK4 2009-01-15 50520000 CONSTRUCTION 0 0 0 A 25575000 50749858 400000 50349858 2005 0 0 1 1 B 20220000 29700000 281717 29418283 2005 0 1 1 1 C 8130000 50442362 327888 50114474 2007 0 0 1 1 D 7310000 50646531 518634 50127897 2011 0 0 1 1 A 0 0 0 0 0.00000 0.00080 0.00080 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 C 0 0 0 0 0.00000 0.00020 0.00020 0 0 1 D 0 0 0 0 0.00000 0.00480 0.00480 0 0 1 A 0 0 1 0 0 0 0 0 1 B 0 0 1 0 1 1 BOA MERRILL LYNCH 3.390000000000 0 1 0 0 1 C 0 0 1 0 1 1 BOA MERRILL LYNCH 10.490000000000 0 1 0 0 1 D 0 0 0 1 0 0 0 0 1 A 1 B 1 C 1 D 1 SCHEDULE K, PART I, BOND B, COLUMN (F): THE PURPOSE OF THE ISSUE IS TO REFUND THE SERIES G ISSUE DATED 05/05/1998. SCHEDULE K, PART II, LINE 3 COLUMN A THE TOTAL PROCEEDS OF THE ISSUE DIFFERS FROM THE ISSUE PRICE DUE TO INVESTMENT EARNINGS ON BOND PROCEEDS IN THE AMOUNT OF $749,858 SCHEDULE K, PART II, LINE 3 COLUMN C: THE TOTAL PROCEEDS OF THE ISSUE DIFFERS FROM THE ISSUE PRICE DUE TO INVESTMENT EARNINGS ON BOND PROCEEDS IN THE AMOUNT OF $442,362 SCHEDULE K, PART II, LINE 3 COLUMN D: THE TOTAL PROCEEDS OF THE ISSUE DIFFERS FROM THE ISSUE PRICE DUE TO INVESTMENT EARNINGS ON BOND PROCEEDS IN THE AMOUNT OF $126,531 SCHEDULE K, PART II, LINE 3 COLUMN A THE TOTAL PROCEEDS OF THE ISSUE DIFFERS FROM THE ISSUE PRICE DUE TO INVESTMENT EARNINGS ON BOND PROCEEDS IN THE AMOUNT OF $43,376. SCHEDULE K, PART IV LINE 2B COLUMN A,B,C: ALL BOND PROCEEDS WERE SPENT IN ACCORDANCE WITH THE IRS PRESCRIBED BENCHMARKS. THERE IS NO ARBITRAGE REBATE CALCULATION REQUIRED. SCHEDULE K, PART IV LINE 2C COLUMN D: THE MOST RECENT REQUIRED REBATE COMPUTATION WAS PERFORMED ON 02/21/2024 FOR REISSUANCE IN BANK PURCHASE MODE. SCHEDULE K, PART IV, LINE 3, COLUMN B&C: IN APRIL OF 2024 THE SERIES 2005 I, J1, AND J2 WERE REMARKETED AS FIXED RATE ISSUES. A MHEFA SERIES 2025A 043431914 57585BKD9 2025-05-15 167376000 VARIOUS CAPITAL PROJECTS 0 0 0 A 167419376 1111443 120431862 45876071 0 0 0 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 1 0 0 0 1 A 1 M THOMAS OFFICER MORTGAGE X 50000 43055 0 1 1 F KARIM-COOPER OFFICER MORTGAGE X 1784000 1724528 0 1 1 1767583 MFN PARTNERS MANAGEMENT LP 35% ENTITY-TRUSTEE 939400 INVESTMENT MANAGEMENT FEE 0 SCH L, PART IV, LINE 1: THE COLLEGE'S INVESTMENT IN MFN PARTNERS, LP PRECEDES THE RELEVANT TRUSTEE'S COLLEGE BOARD SERVICE. ALL INVESTMENT DECISIONS OF THE COLLEGE ARE REVIEWED BY THE COLLEGE'S INVESTMENT COMMITTEE, AN INDEPENDENT COMMITTEE OF THE BOARD OF TRUSTEES. THE RELEVANT TRUSTEE IS NOT A MEMBER OF THE INVESTMENT COMMITTEE. X 3 0 N/A X 0 N/A X 0 N/A X 129 11512888 FMV X 2 0 N/A 17 0 1 0 PART I, COLUMN (B): THE NUMBERS REPORTED IN PART I, COLUMN B REPRESENT THE NUMBER OF CONTRIBUTIONS. SCH M, PART I - TYPES OF PROPERTY: ZERO AMOUNTS IN COLUMN (C) REPRESENT CONTRIBUTIONS OF PROPERTY THAT THE ORGANIZATION HAS ELECTED UNDER NOT TO REPORT IN ITS REVENUE STATEMENT UNDER FASB 958. FORM 990, PART I, LINE 1 AND PART III, LINE 1 AMHERST COLLEGE EDUCATES STUDENTS OF EXCEPTIONAL POTENTIAL FROM ALL BACKGROUNDS SO THAT THEY MAY SEEK VALUE AND ADVANCE KNOWLEDGE, ENGAGE THE WORLD AROUND THEM, AND LEAD PRINCIPLED LIVES OF CONSEQUENCE. AMHERST BRINGS TOGETHER THE MOST PROMISING STUDENTS, WHATEVER THEIR FINANCIAL NEED, IN ORDER TO PROMOTE DIVERSITY OF EXPERIENCE AND IDEAS WITHIN A PURPOSEFULLY SMALL RESIDENTIAL COMMUNITY. WORKING WITH FACULTY, STAFF AND ADMINISTRATORS DEDICATED TO INTELLECTUAL FREEDOM AND THE HIGHEST STANDARDS OF INSTRUCTION IN THE LIBERAL ARTS, AMHERST UNDERGRADUATES ASSUME SUBSTANTIAL RESPONSIBILITY FOR UNDERTAKING INQUIRY AND FOR SHAPING THEIR EDUCATION WITHIN AND BEYOND THE CURRICULUM. AMHERST COLLEGE IS COMMITTED TO LEARNING THROUGH CLOSE COLLOQUY AND TO EXPANDING THE REALM OF KNOWLEDGE THROUGH SCHOLARLY RESEARCH AND ARTISTIC CREATION AT THE HIGHEST LEVEL. ITS GRADUATES LINK LEARNING WITH LEADERSHIP - IN SERVICE TO THE COLLEGE, TO THEIR COMMUNITIES, AND TO THE WORLD BEYOND. FORM 990, PART VI, SECTION A, LINE 2 STEPHEN NIGRO, BETSY CANNON SMITH, AND LISA RUTHERFORD ARE OFFICERS OF AMHERST INN COMPANY. FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES OF AMHERST COLLEGE MEMBERS OF THE BOARD OF TRUSTEES WERE PROVIDED A FULL COPY OF FORM 990 PRIOR TO FILING, WITH THE EXCEPTION OF SCHEDULE B IN ORDER TO RESPECT THE WISHES OF THE DONORS THAT GAVE GIFTS WITH THE ASSUMPTION OF REMAINING ANONYMOUS. THE REVIEW OF SCHEDULE B WAS CONDUCTED BY THE AUDIT COMMITTEE, CHAIRMAN OF THE BOARD OF TRUSTEES AND THE PRESIDENT OF THE COLLEGE. FORM 990, PART VI, SECTION B, LINE 12C ALL INDIVIDUALS COVERED BY THE POLICY COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT WITH THE SECRETARY OF THE BOARD OF TRUSTEES (THE "SECRETARY") ANNUALLY. THE SECRETARY ACCUMULATES ALL DISCLOSURE STATEMENTS AND FURNISHES A SUMMARY TO THE CONFLICT OF INTEREST REVIEW COMMITTEE. IN ALL INSTANCES WHERE THE CONFLICT OF INTEREST REVIEW COMMITTEE DETERMINES THAT A CONFLICT OF INTEREST DOES EXIST, SUCH CONFLICTS, AND THEIR REMEDY, ARE DISCLOSED TO THE BOARD OF TRUSTEES AT THE NEXT MEETING. THE CONFLICT OF INTEREST COMMITTEE REPORTS TO THE BOARD AT LEAST ANNUALLY. FORM 990, PART VI, LINE 14: THE COLLEGE HAS A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY THAT WAS APPROVED BY THE COLLEGE'S SENIOR MANAGEMENT. APPROVAL OF THIS POLICY IS NOT REQUIRED AT THE FULL BOARD OF TRUSTEES LEVEL. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, SECTION B, LINE 15A: THE COLLEGE PARTICIPATED IN AN ANNUAL SURVEY OF COMPARABLE INSTITUTIONS WHICH COMPARED HISTORIC SALARIES AND DESIGNATED BENEFITS FOR THE CHIEF EXECUTIVE OFFICER. THE BOARD OF TRUSTEES DELEGATED TO AN AD HOC COMMITTEE ON COMPENSATION, CONSISTING OF INDEPENDENT TRUSTEES, AUTHORITY TO DETERMINE AND APPROVE THE COMPENSATION OF THE PRESIDENT. AS PROVIDED IN THE COMPENSATION POLICY FOR DESIGNATED INDIVIDUALS, THE COMMITTEE ON COMPENSATION REVIEWED THE RELEVANT SURVEY INFORMATION, CONDUCTED AN ANNUAL EVALUATION OF THE PRESIDENT, DETERMINED AND APPROVED THE PRESIDENT'S COMPENSATION AND CONTEMPORANEOUSLY DOCUMENTED ITS DECISION. THE COMMITTEE ON COMPENSATION SHARED ITS FINDINGS AND COMPENSATION DECISION WITH THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15B: THE COLLEGE PARTICIPATED IN AN ANNUAL SURVEY OF COMPARABLE INSTITUTIONS WHICH COMPARED HISTORIC SALARIES AND DESIGNATED BENEFITS FOR OTHER OFFICERS AND KEY EMPLOYEES. THE COLLEGE'S PRESIDENT REVIEWED WITH THE BOARD OF TRUSTEES THE RELEVANT SURVEY INFORMATION AS WELL AS SENIOR STAFF PERFORMANCE EVALUATIONS AND DISCUSSED ANNUAL SALARY ADJUSTMENTS. THE BOARD OF TRUSTEES DELEGATED TO AN AD HOC COMMITTEE ON COMPENSATION, CONSISTING OF INDEPENDENT TRUSTEES, AUTHORITY TO DETERMINE AND APPROVE THE COMPENSATION. AS PROVIDED IN THE COMPENSATION POLICY FOR DESIGNATED INDIVIDUALS, THE COMMITTEE ON COMPENSATION REVIEWED THE RELEVANT SURVEY INFORMATION, CONDUCTED AN ANNUAL EVALUATION OF THE OFFICERS AND KEY EMPLOYEES, DETERMINED AND APPROVED THE COMPENSATION AND CONTEMPORANEOUSLY DOCUMENTED ITS DECISION. THE COMMITTEE ON COMPENSATION SHARED ITS FINDINGS AND COMPENSATION DECISION WITH THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE TRUSTEES OF AMHERST COLLEGE MAKES ITS ANNUAL FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE ON ITS WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF LIFE INCOME FUNDS -4,086,829. CHANGE IN POST-RETIREMENT BENEFIT OBLIGATION 530,695. CHANGE IN RELATED ORGANIZATION EXPENSES -1,501,905. 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