2025-04-15T11:36:24-05:00 2024-05-31 991856619 GRANT THORNTON ADVISORS LLC 2001 MARKET STREET SUITE 800 PHILADELPHIA PA 19103 990 2023-06-01 231352621 BRYN MAWR COLLEGE BRYN 6105265000 101 N MERION AVENUE BRYN MAWR PA 19010 SAMIR DATTA VP-FIN&ADM/CF&AO 6105265641 2025-04-15 1 0 RUSSLEE L ARMSTRONG P00288383 2155614200 2023 2025-03-06 01:10:19Z GWENDOLYN CADGE 101 N MERION AVENUE BRYN MAWR PA 19010 443327388 0 X WWW.BRYNMAWR.EDU X 1885 PA PROVIDE A RIGOROUS EDUCATION AND ENCOURAGE PURSUIT OF KNOWLEDGE AS PREPARATION FOR LIFE AND WORK. 35 35 2296 865 0 0 28895686 27069253 125271963 130193732 87211331 96958153 457682 361632 241836662 254582770 50170632 53171148 0 0 79931884 86199175 0 0 5265065 64862575 72952759 194965091 212323082 46871571 42259688 1532694711 1601208391 142154863 140257137 1390539848 1460951254 X SEE SCHEDULE O 0 0 156940164 53114608 126731043 INSTRUCTION: DURING THE YEAR, BRYN MAWR COLLEGE'S ENROLLMENT CONSISTED OF APPROXIMATELY 1,451 FULL AND PART-TIME UNDERGRADUATE STUDENTS AND 317 GRADUATE AND PROFESSIONAL STUDENTS. IN FY2024, BRYN MAWR CONFERRED 320 BACHELOR'S DEGREES; 63 POST-BACCALAUREATE CERTIFICATES; 94 MASTER'S DEGREES AND 9 DOCTORAL DEGREES. EIGHTY PERCENT OF FULL-TIME UNDERGRADUATE STUDENTS RECEIVED SOME FORM OF FINANCIAL AID. THE AVERAGE AID AWARD WAS $65,013. IN ADDITION, DURING FISCAL YEAR 2024, THE COLLEGE PROVIDED $0.8 MILLION IN SUBAWARDS TO OTHER INSTITUTIONS FOR INSTRUCTION IN CRITICAL LANGUAGES. 2111347 51810 2111347 RESEARCH: SINCE ITS FOUNDING IN 1885, THE COLLEGE HAS MAINTAINED ITS CHARACTER AS A SMALL RESIDENTIAL COMMUNITY WHICH FOSTERS CLOSE WORKING RELATIONSHIPS BETWEEN FACULTY AND STUDENTS. THE FACULTY OF TEACHERS/SCHOLARS EMPHASIZES LEARNING THROUGH CONVERSATION AND COLLABORATION, PRIMARY READING, ORIGINAL RESEARCH AND EXPERIMENTATION. THE COLLEGE'S FACULTY RESEARCH SUPPORT PROGRAM REFLECTS A STRONG INSTITUTIONAL COMMITMENT TO FACULTY SCHOLARSHIP AND TO THE RELATIONSHIP BETWEEN TEACHING AND RESEARCH. 1999489 4730 1351342 PUBLIC SERVICE AND CIVIC ENGAGEMENT: BRYN MAWR COLLEGE'S PHEBE ANNA THORNE SCHOOL HAS BEEN SERVING FAMILIES IN THE GREATER PHILADELPHIA AREA FOR MORE THAN SIXTY YEARS. THE THORNE SCHOOL CONTINUES TO OFFER DEVELOPMENTALLY ORIENTED, CHILD-CENTERED PRE-SCHOOL AND KINDERGARTEN PROGRAMS. CIVIC ENGAGEMENT COLLABORATES WITH COMMUNITY-BASED ORGANIZATIONS TO PREPARE STUDENTS TO BE SOCIALLY RESPONSIBLE LEADERS AND CITIZENS THROUGH PURPOSEFUL ACTION, REFLECTION, AND LEARNING. A WIDE VARIETY OF PROGRAMS INCLUDE PROVIDING DIRECT SERVICE SUCH AS TUTORING, TAX PREPARATION, MENTORING, AND LEADERSHIP TRAINING, AND REFLECTING ON THAT SERVICE INSIDE AND OUTSIDE OF A CLASSROOM SETTING. (SEE SCHEDULE O)THIS DYNAMIC COMBINATION OF THE PRACTICAL AND THE ACADEMIC HELPS SHAPE STUDENTS' PROFESSIONAL GOALS, GIVES THEM REAL WORK EXPERIENCE, AND PROVIDES THE PHILADELPHIA METROPOLITAN AREA WITH MUCH-NEEDED SERVICES. 161051000 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 400 0 1 2296 1 1 1 1 FR 0 0 0 0 0 0 0 0 1 1 X 35 35 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AK CO DC MD MA MI NV NH NY OH OK OR SC WA X X CONTROLLER 6105265632 101 N MERION AVE BRYN MAWR PA 19010 CYNTHIA ARCHER CHAIR BOARD OF TRUSTEES 3.00 0.00 X X 0 0 0 HAZARA AKTHAR TRUSTEE 2.00 0.00 X 0 0 0 CHRISTY A ALLEN TRUSTEE 2.00 0.00 X 0 0 0 SALLY BACHOFER TRUSTEE 2.00 0.00 X 0 0 0 MARGARET BREEN TRUSTEE (BEG 10/23) 2.00 0.00 X 0 0 0 STEPHANIE L BROWN TRUSTEE 2.00 0.00 X 0 0 0 CHARLIE BRUCE TRUSTEE 2.00 0.00 X 0 0 0 CYNTHIA CHALKER TRUSTEE 2.00 0.00 X 0 0 0 MARY L CLARK TRUSTEE 2.00 0.00 X 0 0 0 CECILIA A CONRAD TRUSTEE 2.00 0.00 X 0 0 0 RHEA GRAHAM TRUSTEE 2.00 0.00 X 0 0 0 JING-YEA HSU TRUSTEE 2.00 0.00 X 0 0 0 DIANE JAFFEE TRUSTEE 2.00 0.00 X 0 0 0 KIKI JAMIESON TRUSTEE 2.00 0.00 X 0 0 0 TUJUANDA C JORDAN TRUSTEE 2.00 0.00 X 0 0 0 KAREN KERR TRUSTEE 2.00 0.00 X 0 0 0 GINA KIM TRUSTEE 2.00 0.00 X 0 0 0 JEFFREY I KOHN TRUSTEE 2.00 0.00 X 0 0 0 AMY T LOFTUS VICE CHAIR, BOARD OF TRUSTEES 3.00 0.00 X X 0 0 0 MOLLY MACDOUGALL TRUSTEE (BEG 10/23) 2.00 0.00 X 0 0 0 JAMES MATTEO TRUSTEE (BEG 10/23) 2.00 0.00 X 0 0 0 PATRICK T MCCARTHY TRUSTEE 2.00 0.00 X 0 0 0 BARRY MILLS TRUSTEE 2.00 0.00 X 0 0 0 SARA MORENO TRUSTEE 2.00 0.00 X 0 0 0 TIM BLAKE NELSON TRUSTEE 2.00 0.00 X 0 0 0 LORI A PERINE TRUSTEE 2.00 0.00 X 0 0 0 COURTNEY SEIBERT-FENNIMORE TRUSTEE (BEG 10/23) 2.00 0.00 X 0 0 0 THABANI CLEMENS SINKULA TRUSTEE 2.00 0.00 X 0 0 0 JANET L STEINMAYER VICE CHAIR, BOARD OF TRUSTEES 3.00 0.00 X X 0 0 0 SASKIA SUBRAMANIAN TRUSTEE 2.00 0.00 X 0 0 0 LORELEI A VARGAS TRUSTEE 2.00 0.00 X 0 0 0 SEVERA VON WENTZEL TRUSTEE 2.00 0.00 X 0 0 0 TERESA WALLACE SECRETARY, BOARD OF TRUSTEES 3.00 0.00 X X 0 0 0 JENNIFER SUH WHITFIELD TRUSTEE 2.00 0.00 X 0 0 0 NANAR TABRIZI YOSELOFF TRUSTEE 2.00 0.00 X 0 0 0 KIMBERLY CASSIDY PRESIDENT OF THE COLLEGE 40.00 0.00 X 723271 0 124098 KARI FAZIO CFO & CAO (THRU 01/24) 40.00 0.00 X 340329 0 44079 TIMOTHY HARTE PROVOST & PROFESSOR OF RUSSIAN 40.00 0.00 X 270447 0 54825 SAMUEL B MAGDOVITZ COLLEGE COUNSEL 40.00 0.00 X 249202 0 50598 TIJANA STEFANOVIC INTERIM CFO & CAO 40.00 0.00 X 176422 0 27741 RUTH LINDEBORG SECRETARY OF THE COLLEGE 40.00 0.00 X 159738 0 36704 MILLICENT BOND SECT. OF THE COLLEGE (BEG FALL 2023) 40.00 0.00 X 142424 0 32400 BROOKE H JONES CHIEF INVESTMENT OFFICER 40.00 0.00 X 1275389 0 65606 ROBERT MILLER CHIEF ALUM RELATIONS & DEV OFF 40.00 0.00 X 362365 0 43044 KARLENE BURRELL-MCRAE DEAN OF UNDERGRADUATE COLLEGE 40.00 0.00 X 357464 0 29477 CHERYL LYNN HORSEY CHIEF ENROLLMENT OFFICER 40.00 0.00 X 276606 0 51123 GINA SIESING CIO AND DIRECTOR OF LIBRARIES 40.00 0.00 X 234489 0 48610 GENE KIM DIRECTOR OF INVESTMENTS 40.00 0.00 X 652819 0 33339 HENRY PHAN DIR. OF INVESTMENT OPERATIONS AND RISK MANAGEM 40.00 0.00 X 299972 0 63856 WEI XU DIR. OF INVESTMENTS PRIVATE MARKET 40.00 0.00 X 299639 0 47054 DARLYNE BAILEY PROFESSOR 40.00 0.00 X 251834 0 36877 DEEPAK KUMAR PROFESSOR 40.00 0.00 X 221301 0 62419 6293711 0 851850 174 0 1 0 THE SULLIVAN CO 2 LA GRANGE AVE ESSINGTON PA 19029 BUILDING CONTRACTOR 3202117 PAUL RESTALL CO INC PO BOX 250 SWARTHMORE PA 19081 BUILDING CONTRACTOR 2206033 HSC BUILDERS & CONSTRUCTION MANAGERS 304 NEW MILL LN EXTON PA 19341 BUILDING CONTRACTOR 1543291 HAINES & KIBBLEHOUSE INC BLDG 101 STE 1 4747 S BROAD ST PHILADELPHIA PA 19112 CONTRACTOR 1294899 WEST CHESTER MECHANICAL CONTRACTORS INC 201 FULTON ST CHESTER PA 19013 CONTRACTOR 893693 47 3909705 23159548 3187112 27069253 GROSS TUITION 611710 99101435 99101435 ROOM AND BOARD 721310 22937740 22937740 OTHER AUXILIARY SVCS 532000 3907596 3907596 TRI-COLLEGE PROGRAMS 611710 2364812 2364812 PUBLIC SERVICE FEES 611710 1351342 1351342 530807 530807 130193732 61738332 61738332 2105 2105 223962334 188744618 35217716 35217716 35217716 VENDING/MISC SALES 900099 361632 361632 361632 254582770 130193732 0 97319785 921664 921664 52080795 52080795 168689 168689 5001182 958598 3589627 452957 62238781 49447950 9784484 3006347 5505634 4082364 1124538 298732 9179102 6846114 1864016 468972 4274476 3207029 846226 221221 787272 82927 704286 59 345742 345742 13595 542 13053 15472050 42324 15429230 496 6823773 3645615 3001820 176338 97271 65113 32158 11655759 8384549 3066067 205143 2817303 1568785 1224077 24441 3130830 2606634 503187 21009 2463956 2039073 237815 187068 2088827 1240331 843980 4516 4811351 4278878 481706 50767 13931663 12542125 1242539 146999 1377103 108691 1268412 STUDY ABROAD PROGRAM 3726734 3726734 LIBRARY ACQUISITIONS 2545565 2545565 BI/TRI-CLG. SHARED EXP 489146 459911 29235 POOLED INCOME FUND EXP 374819 374819 212323082 161051000 46007017 5265065 7828 7818 130701560 105455479 13923321 13033616 3091976 3417568 1867114 1663256 1533744 1834922 476045038 270940202 199532875 205104836 531465318 651398845 645521716 614152323 0 0 5049259 5139728 1532694711 1601208391 11729067 14177503 100626 0 4166364 4301462 115412934 111535159 10745872 10243013 142154863 140257137 X 693076078 725766842 697463770 735184412 1390539848 1460951254 1532694711 1601208391 42259688 28151718 0 X 0 1 X 1 1 1 X 26188644 47879373 27740557 28895686 27069253 157773513 26188644 47879373 27740557 28895686 27069253 157773513 157773513 49286492 49512405 50476123 56540066 61740437 267555523 432245 278581 384630 457682 361632 1914770 427243806 581750770 0.36930 0.39840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 1 13595 13595 0 PART II-B, LINE 1, LOBBYING ACTIVITIES: BRYN MAWR COLLEGE MAINTAINS PROFESSIONAL MEMBERSHIPS WITH MANY EXEMPT ORGANIZATIONS THAT AS PART OF THEIR MISSIONS STRIVE TO REPRESENT THE INTERESTS AND VIEWPOINTS OF HIGHER EDUCATION TO THE NATIONAL AND STATE LEGISLATURES. ACCORDINGLY, A PORTION OF THE DUES PAID TO THESE MEMBERSHIP ORGANIZATIONS IS REPORTED HERE AS IT MAY BE ATTRIBUTABLE TO LOBBYING ACTIVITIES. SOME OF THESE ORGANIZATIONS ARE: NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS (NACUBO), ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES OF PENNSYLVANIA (AICUP), AMERICAN ASSOCIATION OF UNIVERSITY WOMEN (AAUW), PENNSYLVANIA CONSORTIUM FOR THE LIBERAL ARTS (PCLA), NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS (NASFAA), NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY ATTORNEYS (NACUA), NATIONAL ASSOCIATION OF CLERY COMPLIANCE OFFICERS AND PROFESSIONALS (NACCOP), NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING (NACAC), COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES (CUPA-HR), CONSORTIUM ON FINANCING HIGHER EDUCATION (COFHE), AND ASSOCIATION OF AMERICAN COLLEGES AND UNIVERSITIES (AAC&U). 0 25260993 X X X X 0 1176987034 28251239 117518499 10820830 47124640 19439000 1245372302 1240892999 22981026 -17043862 10127987 44406144 15309000 1176987034 1224350585 16353429 63795654 9371450 41195219 13040000 1240892999 901011027 19128366 365938845 9003696 41361957 11362000 1224350585 925190917 15795015 17392216 8654440 40603781 8108900 901011027 0.43090 0.27260 0.29650 0 0 8946277 8946277 395631838 228391701 167240137 63272015 37095782 26176233 8194908 5452719 2742189 205104836 DIVERSIFIERS 116483787 F PRIVATE EQUITY 497668536 F 614152323 ANNUITY OBLIGATIONS 5273212 OTHER LT LIABILITIES 4969801 10243013 X 212291540 28151718 -50291538 -22139820 234431360 20151410 20151410 254582770 141880135 0 141880135 20151410 50291537 70442947 212323082 PART III, LINE 4: THE COLLEGE'S ART AND ARTIFACT COLLECTIONS NUMBER MORE THAN 50,000 OBJECTS. THESE COLLECTIONS ENCOMPASS FIVE AREAS: FINE ARTS AND MUSIC; ARCHAEOLOGY; DECORATIVE ARTS; AND GEOLOGY. THE COLLECTIONS ENHANCE THE MISSION OF BRYN MAWR COLLEGE AND SERVE AS A RESOURCE FOR DIVERSE ACADEMIC DEPARTMENTS, INCLUDING HISTORY OF ART, CLASSICS, ANTHROPOLOGY, FINE ARTS, GROWTH AND STRUCTURE OF CITIES, GEOLOGY, HISTORY AND LANGUAGES. EACH YEAR HUNDREDS OF OBJECTS FROM THE COLLECTIONS ARE UTILIZED FOR RESEARCH BY FACULTY, STUDENTS, AND OUTSIDE SCHOLARS. IN ADDITION, OBJECTS ARE REGULARLY LOANED TO REGIONAL, NATIONAL, AND INTERNATIONAL MUSEUM EXHIBITIONS. PART V, LINE 4: THE COLLEGE'S ENDOWMENT FUNDS CONSIST OF BOTH DONOR RESTRICTED AND BOARD DESIGNATED FUNDS. THE ENDOWMENT SUPPORTS GRANTS, INSTRUCTIONAL AND RESEARCH PROGRAMS, LECTURES, LIBRARY PURCHASES, AND GENERAL OPERATIONS. PART X, LINE 2: FIN 48 FOOTNOTE THE COLLEGE HAS BEEN GRANTED TAX-EXEMPT STATUS AS A NON-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND ACCORDINGLY, FILES ANNUALLY FEDERAL TAX FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX). THE COLLEGE ALSO FILES FEDERAL TAX FORM 990-T (EXEMPT ORGANIZATIONS BUSINESS INCOME TAX RETURN). THE COLLEGE MONITORS AND EVALUATES ITS ACTIVITIES FOR UNRELATED BUSINESS INCOME. THE TAX CUTS AND JOBS ACT (THE "ACT") WAS ENACTED ON DECEMBER 22, 2017. THE ACT IMPACTS THE COLLEGE IN SEVERAL WAYS, INCLUDING AN EXCISE TAX ON NET INVESTMENT INCOME, CHANGES TO THE NET OPERATING LOSS RULES, REPEAL OF THE ALTERNATIVE MINIMUM TAX (AMT), AND THE COMPUTATION OF UBTI SEPARATELY FOR EACH UNRELATED TRADE OR BUSINESS. THE COLLEGE HAS USED THE PUBLISHED FEDERAL GUIDANCE TO ESTIMATE THE TAX LIABILITY THAT THE ACT HAS CREATED FOR THE YEARS ENDING WITH MAY 31, 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: DISCOUNTS FOR TUITION, ROOM, AND BOARD (RECLASS) -50,291,538. PART XII, LINE 4B - OTHER ADJUSTMENTS: DISCOUNTS FOR TUITION, ROOM, AND BOARD (RECLASS) 50,291,537. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 BRYN MAWR COLLEGE'S POLICY IS POSTED ON ITS WEBSITE AND CONTAINED IN PRINTED ENROLLMENT MATERIALS PROVIDED TO ALL PROSPECTIVE STUDENTS. SCHEDULE E, LINE 6 - EXPLANATION OF GOVERNMENT FINANCIAL AID: BRYN MAWR COLLEGE RECEIVES FEDERAL, STATE, AND LOCAL GOVERNMENT FUNDING FOR FINANCIAL AID, PROGRAM SUPPORT, AND RESEARCH. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES CURRICULUM 80935 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES FELLOWSHIPS 5030 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS INVESTMENTS 390263056 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES RESEARCH AND PROFESSIONAL DEVELOPMENT 18146 EAST ASIA AND THE PACIFIC 0 0 FUNDRAISING FUNDRAISING 7148 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES RESEARCH AND PROFESSIONAL DEVELOPMENT 29367 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES STUDY ABROAD 152798 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES FELLOWSHIPS 18530 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES RECRUITING 17514 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES CURRICULUM 1999 EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS INVESTMENTS 20220 EUROPE (INCLUDING ICELAND & GREENLAND) 0 11 PROGRAM SERVICES SUMMER LANGUAGE SCHOOL 226369 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES CURRICULUM 212423 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS INVESTMENTS 7818 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES STUDY ABROAD 1596023 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS INVESTMENTS 17276467 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES RECRUITING 1042 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 FUNDRAISING FUNDRAISING 8363 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES RESEARCH AND PROFESSIONAL DEVELOPMENT 154706 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES FELLOWSHIPS 78491 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES FELLOWSHIPS 25638 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES STUDY ABROAD 17850 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES RESEARCH AND PROFESSIONAL DEVELOPMENT 20482 MIDDLE EAST AND NORTH AFRICA 0 0 FUNDRAISING FUNDRAISING 1339 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES CURRICULUM 31231 NORTH AMERICA 0 0 INVESTMENTS INVESTMENTS 5325043 NORTH AMERICA 0 0 PROGRAM SERVICES RESEARCH AND PROFESSIONAL DEVELOPMENT 22570 NORTH AMERICA 0 0 PROGRAM SERVICES FELLOWSHIPS 2000 NORTH AMERICA 0 0 FUNDRAISING FUNDRAISING 2574 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES FELLOWSHIPS 39000 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES STUDY ABROAD 10460 SOUTH AMERICA 0 0 PROGRAM SERVICES STUDY ABROAD 66380 SOUTH AMERICA 0 0 PROGRAM SERVICES RESEARCH AND PROFESSIONAL DEVELOPMENT 9676 SOUTH AMERICA 0 0 PROGRAM SERVICES CURRICULUM 7884 SOUTH ASIA 0 0 PROGRAM SERVICES STUDY ABROAD 17616 SOUTH ASIA 0 0 PROGRAM SERVICES RECRUITING 6433 SOUTH ASIA 0 0 PROGRAM SERVICES CURRICULUM 1481 SOUTH ASIA 0 0 FUNDRAISING FUNDRAISING 6644 SOUTH ASIA 0 0 PROGRAM SERVICES RESEARCH AND PROFESSIONAL DEVELOPMENT 1911 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES CURRICULUM 21519 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES RESEARCH AND PROFESSIONAL DEVELOPMENT 11912 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES STUDY ABROAD 17850 SUB-SAHARAN AFRICA 0 1 PROGRAM SERVICES CURRICULUM 7100 0 0 0 12 0 12 390575010 25276028 415851038 FELLOWSHIP AND PRIZES CENTRAL AMERICA AND THE CARIBBEAN 30 5030 BANK CHECK FMV FELLOWSHIP AND PRIZES EAST ASIA AND THE PACIFIC 7 18530 BANK CHECK FMV FELLOWSHIP AND PRIZES EUROPE (INCLUDING ICELAND & GREENLAND) 46 78491 BANK CHECK FMV FELLOWSHIP AND PRIZES MIDDLE EAST AND NORTH AFRICA 9 25638 BANK CHECK FMV FELLOWSHIP AND PRIZES NORTH AMERICA 2 2000 BANK CHECK FMV FELLOWSHIP AND PRIZES RUSSIA AND NEIGHBORING STATES 6 39000 BANK CHECK FMV 1 1 1 1 1 1 PART I, LINE 2: BRYN MAWR COLLEGE STUDENTS MUST SUBMIT AN APPLICATION TO PARTICIPATE IN THE STUDY ABROAD PROGRAM. THE PROGRAM OFFICE MAINTAINS A LIST OF FOREIGN INSTITUTIONS WHICH MEET THE ACADEMIC REQUIREMENTS OF THE COLLEGE. A COMMITTEE REVIEWS AND APPROVES EACH APPLICATION. STUDENTS ENROLLED IN A STUDY ABROAD PROGRAM ARE BILLED COLLEGE TUITION AND ALL FINANCIAL AID FOR STUDY ABROAD IS POSTED TO STUDENTS ACCOUNTS AT THE COLLEGE. THE COLLEGE REMITS TUITION PAYMENTS DIRECTLY TO THE OVERSEAS PROGRAM ON BEHALF OF THE STUDENTS. GRADUATE STUDENTS WHO RECEIVE FELLOWSHIPS TO PURSUE RESEARCH OVERSEAS ARE MONITORED BY ADVISORS THROUGH REPORTS AND MEASUREMENT OF ACADEMIC PROGRESS. 1 AMERICAN COUNCILS FOR INTERNATIONAL EDUCATION 1776 MASSACHUSETTS AVENUE NW STE 700 WASHINGTON DC 20036 521067256 501(C)(3) 830354 0 FOREIGN LANGUAGE TRAINING SMITHSONIAN INSTITUTION 1000 JEFFERSON DR SW WASHINGTON DC 20560 530206027 501(C)(3) 51810 0 RESEARCH SUPPORT FOUNDATION FOR COMMUNITY SERVICES HARCUM COLLEGE 750 W MONTGOMERY AVE BRYN MAWR PA 19010 232844309 501(C)(3) 37500 0 OPERATIONAL SUPPORT 3 STUDENT FINANCIAL SUPPORT 1229 52080795 SCHEDULE I, PART I, LINE 2 FINANCIAL AID TO INDIVIDUALS IS AWARDED BY THE COLLEGE'S FINANCIAL AID PROFESSIONALS IN ACCORDANCE WITH COLLEGE POLICIES. FINANCIAL AID IS ELECTRONICALLY DISBURSED AND CREDITED TO THE INDIVIDUAL STUDENT'S ACCOUNT FOR TUITION, FEES, ROOM, BOARD, AND OTHER ELIGIBLE CHARGES. AWARDS TO SUB-RECIPIENTS ARE IN ACCORDANCE WITH COLLEGE POLICIES AND PROVISIONS UNDER UNIFORM GUIDANCE. X X X X 1 1 X X X X 0 0 0 0 0 0 0 1 0 BROOKE H JONES CHIEF INVESTMENT OFFICER 650389 0 625000 0 0 0 33000 0 32606 0 1340995 0 0 0 KIMBERLY CASSIDY PRESIDENT OF THE COLLEGE 673967 0 0 0 49304 0 33000 0 91098 0 847369 0 0 0 GENE KIM DIRECTOR OF INVESTMENTS 335460 0 317359 0 0 0 33000 0 339 0 686158 0 0 0 ROBERT MILLER CHIEF ALUM RELATIONS & DEV OFF 360365 0 2000 0 0 0 33000 0 10044 0 405409 0 0 0 KARLENE BURRELL-MCRAE DEAN OF UNDERGRADUATE COLLEGE 177464 0 180000 0 0 0 18500 0 10977 0 386941 0 0 0 KARI FAZIO CFO & CAO (THRU 01/24) 340329 0 0 0 0 0 33000 0 11079 0 384408 0 0 0 HENRY PHAN DIR. OF INVESTMENT OPERATIONS AND RI 270372 0 29600 0 0 0 31250 0 32606 0 363828 0 0 0 WEI XU DIR. OF INVESTMENTS PRIVATE MARKET 297639 0 2000 0 0 0 14409 0 32645 0 346693 0 0 0 CHERYL LYNN HORSEY CHIEF ENROLLMENT OFFICER 274606 0 2000 0 0 0 28105 0 23018 0 327729 0 0 0 TIMOTHY HARTE PROVOST & PROFESSOR OF RUSSIAN 268447 0 2000 0 0 0 27750 0 27075 0 325272 0 0 0 SAMUEL B MAGDOVITZ COLLEGE COUNSEL 247202 0 2000 0 0 0 25550 0 25048 0 299800 0 0 0 DARLYNE BAILEY PROFESSOR 249834 0 2000 0 0 0 25412 0 11465 0 288711 0 0 0 DEEPAK KUMAR PROFESSOR 219301 0 2000 0 0 0 22288 0 40131 0 283720 0 0 0 GINA SIESING CIO AND DIRECTOR OF LIBRARIES 232489 0 2000 0 0 0 23092 0 25518 0 283099 0 0 0 TIJANA STEFANOVIC INTERIM CFO & CAO 174422 0 2000 0 0 0 17697 0 10044 0 204163 0 0 0 RUTH LINDEBORG SECRETARY OF THE COLLEGE 157738 0 2000 0 0 0 16164 0 20540 0 196442 0 0 0 MILLICENT BOND SECT. OF THE COLLEGE (BEG FALL 2023) 140424 0 2000 0 0 0 14393 0 18007 0 174824 0 0 0 SCHEDULE J, PART I, LINE 1A: FIRST-CLASS TRAVEL IS OCCASIONALLY ALLOWED FOR INTERNATIONAL AND LONG-HAUL FLIGHTS AND RAIL TRANSPORTATION. AS A CONDITION OF EMPLOYMENT, THE PRESIDENT IS REQUIRED TO RESIDE IN COLLEGE-OWNED HOUSING. THE RESIDENCE MUST BE AND IS USED FOR COLLEGE BUSINESS AND COLLEGE-SPONSORED FUNCTIONS. THE ESTIMATED VALUE OF THE PRESIDENT'S HOUSING IS EXCLUDED FROM TAXABLE INCOME BUT DISCLOSED ON SCHEDULE J, COLUMN D, NONTAXABLE BENEFITS $57,487. THE PRESIDENT WAS PROVIDED TAXABLE INCOME IN LIEU OF A PENSION CONTRIBUTION FOR WHICH THE COLLEGE ALSO PROVIDED A GROSS-UP PAYMENT FOR TAXES. THESE PAYMENTS ARE REPORTED IN COLUMN B(III). SCHEDULE J, PART I, LINE 7: BONUSES, AS REPORTED IN COLUMN B(II), ARE BASED ON A NUMBER OF VARIABLES SUCH AS INDIVIDUAL GOAL ACHIEVEMENTS, OPERATIONAL ACHIEVEMENTS OR TEMPORARY ASSUMPTIONS OF EXTRA DUTIES. BONUSES ARE DETERMINED AS PART OF THE OVERALL COMPENSATION REVIEW. AN ADDITIONAL NON-FIXED PAYMENT, TAXABLE INCOME IN LIEU OF A COLLEGE PENSION CONTRIBUTION, IS REPORTED IN COLUMN B(III). REFER TO THE EXPLANATION FOR LINE 1A. A PA HGH ED FAC AT BRYN MAWR COLLEGE SERIES 2010 232243852 70917RF75 2010-05-26 15962636 CURRENT REFUND SER.1999;ISSUE COSTS 0 0 0 B PA HGH ED FAC AT BRYN MAWR COLLEGE SERIES 2014 232243852 70917SKZ5 2014-07-09 57487399 CURRENT REFUND SER.2002;ISSUE COST;CPTL PROJECT 0 0 0 C MNTGMRY CNTY IND DEV AUTH BRYN MAWR SERIES 2017 232245125 61361RAF2 2017-06-01 22248671 CPTL PROJECT;ISSUE COST;ADV.RFND SER.2012;CAP.INT 0 0 0 D PA HGH ED FAC AT BRYN MAWR COLLEGE SERIES 2019 232243852 70917S4X8 2019-09-05 30327611 CRNT REFUNDING OF PHEFA SERIES 2007;COST OF ISSUE 0 0 0 A 9575000 15962636 302627 15660009 2010 1 0 1 1 B 9375000 57700350 2566735 464162 30181823 24487629 2017 0 1 1 1 C 22248671 78671 22170000 2017 1 0 1 1 D 2280000 32038814 86721 9074293 22877800 2022 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 C 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 D 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 0 1 UBS INVESTMENT BANK 19.000000000000 0 1 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 0 0 1 0 0 0 0 1 D 0 1 0 1 0 0 0 0 1 A 1 B 1 C 1 D 1 SCHEDULE K, PART IV, ARBITRAGE, LINE 2C: (A) ISSUER NAME: PA HGH ED FAC AT BRYN MAWR COLLEGE SERIES 2014 DATE THE REBATE COMPUTATION WAS PERFORMED: 09/08/2017 SCHEDULE K PART IV, ARBITRAGE LINE 2C: PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY BRYN MAWR COLLEGE SERIES 2014 ARBITRAGE REBATE CALCULATED 8/9/17, NEGATIVE ARBITRAGE AS OF 6/30/17, THEREFORE NO REBATE DEPOSIT NECESSARY. MONTGOMERY COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY BRYN MAWR SERIES 2017 ARBITRAGE REBATE CALCULATED 10/16/2017, NO REBATE LIABILITY THROUGH THE END OF THE COMPUTATION PERIOD ENDING 6/1/2022. PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY BRYN MAWR COLLEGE SERIES 2019 ARBITRAGE REBATE CALCULATED 11/29/21 NEGATIVE ARBITRAGE AS OF 10/19/21, THEREFORE NO REBATE DEPOSIT NECESSARY. X 80 3187112 FMV 0 1 1 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS: THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: THIRD PARTY ASSISTANCE OF NONCASH CONTRIBUTIONS: THE COLLEGE USES A BROKER TO HANDLE RECEIPT AND SALE OF DONATED SECURITIES. SALE PROCEEDS, TRANSACTIONS STATEMENTS, AND MONTHLY REPORTS ARE SENT TO THE COLLEGE. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: BRYN MAWR COLLEGE EDUCATES STUDENTS TO THE HIGHEST STANDARD OF EXCELLENCE TO PREPARE THEM FOR LIVES OF PURPOSE. THE COLLEGE'S RIGOROUS LIBERAL ARTS CURRICULUM AND DISTINGUISHED GRADUATE PROGRAMS FOSTER A THIRST FOR KNOWLEDGE, OPEN INQUIRY, GLOBAL PERSPECTIVES, CIVIC ENGAGEMENT, AND INNOVATION THROUGH STUDY ACROSS THE ARTS, HUMANITIES, SCIENCES, AND SOCIAL SCIENCES. A WORLD-CLASS FACULTY OF TEACHER-SCHOLARS, A TALENTED STAFF, AND A TIGHT-KNIT STUDENT BODY CULTIVATE INTELLECTUAL CURIOSITY, INDEPENDENCE, PERSONAL INTEGRITY, AND RESILIENCE IN A COMMUNITY OF PASSIONATE, JOYFUL LEARNERS. FORM 990, PART VI, SECTION B, LINE 11B FORMS 990 AND 990-T WERE PREPARED BY AN EXTERNAL INDEPENDENT ACCOUNTING FIRM. A COPY OF THE DRAFT OF FORM 990 IS REVIEWED BY MANAGEMENT WITH A FINAL DRAFT THEN SENT TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS THE FORM 990 AND ALL RELATED SCHEDULES AND EACH COMMITTEE MEMBER AFFIRMS EITHER THAT THE FORMS ARE ACCEPTABLE OR THAT CHANGES ARE NEEDED. SUBSEQUENTLY, ALL COMMITTEE MEMBERS ARE INFORMED OF THE SUBSTANTIVE CHANGES MADE DURING THIS PROCESS AND BEFORE THE DATE OF FILING. BEFORE THE FORM 990 IS FILED, THE FULL BOARD OF TRUSTEES IS PROVIDED AN OPPORTUNITY TO REVIEW THE FINAL COPY WITH THE EXCEPTION OF SCHEDULE B, WHICH IS WITHHELD TO PRESERVE DONOR ANONYMITY. FORM 990, PART VI, SECTION B, LINE 12C BRYN MAWR COLLEGE HAS THE FOLLOWING CONFLICT OF INTEREST POLICIES: 1-DUALITY OF INTEREST APPLICABLE TO TRUSTEES, INCLUDING ADVISORY MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, AND KEY EMPLOYEES; 2-FINANCIAL CONFLICT APPLICABLE TO MEMBERS OF THE TRUSTEE INVESTMENT COMMITTEE; 3-OUTSIDE EMPLOYMENT APPLICABLE TO FACULTY STAFF; 4-ACCEPTANCE OF GIFTS APPLICABLE TO FACULTY AND STAFF; 5-SIGNIFICANT FINANCIAL INTEREST APPLICABLE TO RESEARCHERS AND PRINCIPAL INVESTIGATORS. ON AN ANNUAL BASIS, TRUSTEES, OFFICERS, KEY EMPLOYEES, EMERITUS TRUSTEES AND SPECIAL ADVISORS TO THE BOARD OF TRUSTEES' COMMITTEES COMPLETE A QUESTIONNAIRE TO DISCOVER AND REPORT CIRCUMSTANCES WHICH MAY PRESENT A CONFLICT OF INTEREST. THE COLLEGE MONITORS COMPLIANCE WITH THE TRUSTEE/OFFICER CONFLICT OF INTEREST POLICY BY CHECKING THAT THE ANNUAL QUESTIONNAIRE IS SUBMITTED BY EACH PERSON IN A TIMELY BASIS TO COLLEGE COUNSEL AND BY PERIODIC REMINDERS OF THE POLICY AT FULL MEETINGS OF THE BOARD OF TRUSTEES. THE COLLEGE'S BY-LAWS REGARDING CONFLICT-OF-INTEREST STATE THAT ANY DUALITY ON THE PART OF ANY TRUSTEE SHALL BE DISCLOSED TO THE BOARD OF TRUSTEES AND MADE A MATTER OF RECORD THROUGH AN ANNUAL PROCEDURE AND ALSO WHEN THE INTEREST BECOMES A MATTER OF TRUSTEE ACTION. ANY TRUSTEE HAVING DUALITY OF INTEREST SHALL NOT VOTE OR USE HER OR HIS PERSONAL INFLUENCE ON THE MATTER, AND S/HE SHALL NOT BE COUNTED IN DETERMINING THE QUORUM FOR THE MEETING. THE MINUTES OF THE MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE, THE ABSTENTION FROM VOTING AND THE QUORUM SITUATION. ANY NEW TRUSTEE WILL BE ADVISED OF THIS POLICY UPON ENTERING THE DUTIES OF HER OR HIS OFFICE. FORM 990, PART VI, SECTION B, LINE 15 THE COLLEGE HAS A FORMAL PROCESS FOR DETERMINING COMPENSATION FOR THE CHIEF EXECUTIVE (PRESIDENT), OTHER OFFICERS, AND KEY EMPLOYEES. INDEPENDENT SURVEYS ARE COMMISSIONED ANNUALLY TO UPDATE APPROPRIATE MARKET DATA FOR EACH POSITION FOR CONSIDERATION IN DETERMINING REASONABLENESS. THE PRESIDENT REVIEWS THE DATA GATHERED AND RECOMMENDS THE ANNUAL COMPENSATION FOR OFFICERS AND KEY EMPLOYEES, FOR WHICH THE EXECUTIVE COMMITTEE THEN REVIEWS THE RECOMMENDATIONS AND APPROVES THE COMPENSATION AMOUNTS. THE PRESIDENT'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE, FOLLOWING THEIR REVIEW OF DATA AND OTHER INFORMATION. COMPENSATION DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED AND COMMUNICATED TO THE HUMAN RESOURCES OFFICE FOR ACTION. FORM 990, PART VI, SECTION C, LINE 19 THE COLLEGE MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES AVAILABLE UPON REQUEST. THE COLLEGE POSTS ITS AUDITED FINANCIAL ON THE COLLEGE'S WEBSITE. REMAINDER TRUSTS (TOTAL 25) C/O BRYN MAWR COLLEGE 101 N MERION BRYN MAWR PA 19010 CHRTABLE TRST PA N/A T 0 CHARITABLE INCOME TRUSTS (TOTAL 14) C/O BRYN MAWR COLLEGE 101 N MERION BRYN MAWR PA 19010 CHRTABLE TRST PA N/A T 0 CHARITABLE REMAINDER UNITRUSTS(TOTAL 13) C/O STATE STREET GLOBAL ADV 1 IRON BOSTON MA 02210 CHRTABLE TRST MA N/A T 0 CHARITABLE GIFT ANNUITY FUND (TOTAL 1) C/O STATE STREET GLOBAL ADV 1 IRON BOSTON MA 02210 CHRTABLE TRST MA N/A T 0 CHARITABLE POOLED INCOME FUND (TOTAL 1) C/O STATE STREET GLOBAL ADV 1 IRON BOSTON MA 02210 CHRTABLE TRST MA N/A T 0 CHARITABLE POOLED GROWTH INCOME FUND (TOTAL 1) C/O STATE STREET GLOBAL ADV 1 IRON BOSTON MA 02210 CHRTABLE TRST MA N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1