2026-05-12T10:39:20-05:00 2025-06-30 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2024-07-01 236002304 CORPORATION OF HAVERFORD COLLEGE CORP 6108961223 370 LANCASTER AVENUE HAVERFORD PA 190411392 NICO WASHINGTON VP ADMIN/FINANCE 6108961223 2026-04-24 1 1 CRAIG KLEIN P00734640 6178075000 2026-05-05 2024 2025-03-06 01:10:19Z HAVERFORD COLLEGE WENDY E RAYMOND 370 LANCASTER AVENUE HAVERFORD PA 190411392 215226831 0 X WWW.HAVERFORD.EDU X 1833 PA LEADING LIBERAL ARTS COLLEGE KNOWN FOR: ACADEMIC RIGOR, HONOR CODE & A BEAUTIFUL ARBORETUM CAMPUS 31 30 2023 490 -990894 92178 44048537 27274250 124067909 130771944 36817617 54284778 95038 156309 205029101 212487281 42709298 44617892 0 0 74894507 80049876 133100 94975 6835891 53601963 55983556 171338868 180746299 33690233 31740982 962846855 1013785824 157367810 154453548 805479045 859332276 X HAVERFORD COLLEGE IS COMMITTED TO PROVIDING A LIBERAL ARTS EDUCATION IN THE BROADEST SENSE. THIS EDUCATION, BASED ON A RICH ACADEMIC CURRICULUM AT ITS CORE, IS DISTINGUISHED BY A COMMITMENT TO EXCELLENCE AND A CONCERN FOR INDIVIDUAL GROWTH. HAVERFORD HAS CHOSEN TO REMAIN SMALL AND FOSTER A CLOSE STUDENT/FACULTY RELATIONSHIP TO ACHIEVE THESE OBJECTIVES. THE COLLEGE'S RIGOROUS ACADEMIC PROGRAM IS FLEXIBLE IN FORM AND CONTENT TO MEET THE NEEDS OF INDIVIDUAL STUDENTS, AND RESTS ON THE ASSUMPTION THAT THE ABLE STUDENTS WHO COME HERE WILL USE THEIR CAPABILITIES FULLY. HAVERFORD'S FACULTY ARE NOTED FOR STRENGTH IN BOTH SCHOLARSHIP AND TEACHING, AND ITS MEMBERS EXPECT TO TRANSMIT TO STUDENTS THEIR ENTHUSIASM AND HIGH STANDARDS. THE FACULTY MEMBERS ARE TEACHING AT AN UNDERGRADUATE COLLEGE OF ARTS AND SCIENCES BY CHOICE, AND THEY EXPECT TO LEARN, AS WELL AS TEACH, IN THE CLOSE RELATIONSHIP WITH UNDERGRADUATES. 0 0 106284306 44617892 104263151 THE COLLEGE'S ACADEMIC RELATED EXPENDITURES INCLUDE INSTRUCTION (UNDERGRADUATE LIBERAL ARTS), ACADEMIC SUPPORT, FINANCIAL AID, AND RESEARCH. THESE EXPENSES SUPPORTED 1,489 STUDENT FTE AND 185.4 FACULTY FTE. THE COLLEGE CONFERRED 398 DEGREES IN 24/25. EXTERNAL INTERNSHIPS (OFF-CAMPUS) TOTALING $690,558 WERE AWARDED TO 240 STUDENTS. RESEARCH STIPENDS TOTALING $804,042 WERE AWARDED TO 284 STUDENTS. THE MAJORITY OF RESEARCH AWARDS ARE IN THE NATURAL SCIENCES. FEDERAL FUNDS SUPPORTED 35 SPONSORED PROJECTS. OTHER SUPPORT COMES FROM PRIVATE FOUNDATIONS, DONOR DESIGNATED FUNDS, AND INTERNALLY DESIGNATED (UNRESTRICTED) FUNDS. THE COLLEGE ALSO SPENT FUNDS ON FINANCIAL AID: HAVERFORD COLLEGE SCHOLARSHIPS TOTALING $42,756,935 WERE AWARDED TO 722 STUDENTS AND FSEOG AWARDS TOTALING $187,972 WERE RECEIVED BY 95 STUDENTS. 21838573 24403147 AUXILIARY ENTERPRISES: DORMS, DINING CENTER, FACULTY HOUSING, AND CONFERENCE PROGRAMS. HAVERFORD IS A RESIDENTIAL INSTITUTION WHERE MOST OF THE STUDENT BODY LIVE ON CAMPUS AND ACTIVELY PARTICIPATE IN CAMPUS LIFE. THE DORMS HOUSED AN AVERAGE OF 1,357 STUDENTS, AN AVERAGE OF 899 STUDENTS WERE ON A FULL MEAL PLAN, AND AN AVERAGE OF 359 WERE ON PARTIAL MEAL PLANS. HAVERFORD PROVIDED 59 HOUSING UNITS FOR RENT TO THE FACULTY TO FOSTER EDUCATIONAL INTERACTION WITH STUDENTS. 23193689 STUDENT SERVICES: DEAN, REGISTRAR, COUNSELING, CAREER DEVELOPMENT, HEALTH SERVICES, ATHLETICS, DISABILITY SERVICES, AND OTHER MISCELLANEOUS SERVICES. WHILE THESE OFFICES SUPPORT STUDENT HEALTH, DEVELOPMENT, AND WELL-BEING IN DIFFERENT WAYS, THEY ALL SHARE AN APPROACH THAT IS BASED ON RESPECT FOR STUDENT CHOICES AND A FUNDAMENTAL COMMITMENT TO THE IMPORTANCE OF EDUCATION IN THE DECISION-MAKING PROCESS. THE STAFF OF THESE OFFICES ARE COMMITTED TO HELPING STUDENTS ACHIEVE THEIR POTENTIAL BOTH AS INDIVIDUALS AND AS MEMBERS OF THE COMMUNITY. THE RECENT 6-YEAR GRADUATION RATES FOR THE COLLEGE HAVE BEEN 89% OR HIGHER. BASED ON THE ENTIRE CLASS OF 2024, 29% PROCEEDED DIRECTLY TO GRADUATE/PROFESSIONAL SCHOOL AND 65% WERE EMPLOYED, UNDERTAKING VOLUNTEER WORK OR AWARDED A FELLOWSHIP WITHIN SIX MONTHS OF GRADUATION. 6% WERE SEEKING EMPLOYMENT OR UNKNOWN AT THAT POINT. FOR THE 10 YEAR PERIOD FROM 2012-2022, HAVERFORD COLLEGE GRADUATES EARNED DOCTORATE DEGREES AT A RATE OF 16.1%, WHICH PLACES HAVERFORD 5TH AMONG LIBERAL ARTS COLLEGES AND 9TH OVERALL. 151316568 1 1 0 1 0 0 0 1 1 1 1 1 0 0 1 1 1 0 1 0 1 0 1 1 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 X 2402 0 1 2023 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 31 30 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 AK CO DC KY MD MA MI NH NJ NY NV OH OK OR SC WA X X BRIGID ISACKMAN 6107951702 370 LANCASTER AVENUE HAVERFORD PA 190411392 WENDY RAYMOND PRESIDENT 50.00 X X 599428 0 189101 MICHAEL KIM CHAIR, BOARD OF MANAGERS 2.00 X X 0 0 0 AMY TAYLOR BROOKS VICE CHAIR, BOARD OF MANAGERS 2.00 X X 0 0 0 SETH BERNSTEIN VICE CHAIR, BOARD OF MANAGERS 2.00 X X 0 0 0 ZACHARY DUTTON CLERK, BOARD OF MANAGERS 2.00 X X 0 0 0 TRACEY HUCKS SECRETARY, BOARD OF MANAGERS 2.00 X X 0 0 0 TOBI ALLIYU BOARD OF MANAGERS 2.00 X 0 0 0 MARK G ANDERSON BOARD OF MANAGERS 2.00 X 0 0 0 STEVEN L BEGLEITER BOARD OF MANAGERS 2.00 X 0 0 0 BRIAN COOPER BOARD OF MANAGERS 2.00 X 0 0 0 PETRA DOAN BOARD OF MANAGERS 2.00 X 0 0 0 MOLLY FINN BOARD OF MANAGERS 2.00 X 0 0 0 JONATHAN M GAMSE BOARD OF MANAGERS 2.00 X 0 0 0 JAMES KINSELLA BOARD OF MANAGERS 2.00 X 0 0 0 DOUG KOSHLAND BOARD OF MANAGERS 2.00 X 0 0 0 THIEN LE BOARD OF MANAGERS 2.00 X 0 0 0 DON LIU BOARD OF MANAGERS 2.00 X 0 0 0 ERICA LURIE-HURVITZ BOARD OF MANAGERS 2.00 X 0 0 0 RACHEL MELROY-HUSSER BOARD OF MANAGERS 2.00 X 0 0 0 BEATRICE MITCHELL BOARD OF MANAGERS 2.00 X 0 0 0 KARI NADEAU BOARD OF MANAGERS 2.00 X 0 0 0 TERESA NANCE BOARD OF MANAGERS 2.00 X 0 0 0 JENNIFER S PERKINS BOARD OF MANAGERS 2.00 X 0 0 0 SARA RECKTENWALD BOARD OF MANAGERS 2.00 X 0 0 0 HENRY J RITCHOTTE BOARD OF MANAGERS 2.00 X 0 0 0 ALEX ROBINSON BOARD OF MANAGERS 2.00 X 0 0 0 SHREYAS SHIBULAL BOARD OF MANAGERS 2.00 X 0 0 0 JOHN SPEARS BOARD OF MANAGERS 2.00 X 0 0 0 VINCENT WARREN BOARD OF MANAGERS 2.00 X 0 0 0 DAVID WERTHEIMER BOARD OF MANAGERS 2.00 X 0 0 0 JERRY WILLIAMS BOARD OF MANAGERS 2.00 X 0 0 0 NICO WASHINGTON VP, FINANCE & ADMIN./TREASURER 50.00 X 327732 0 35933 BRIGID ISACKMAN AVP & CONTROLLER/ASST. TREASURER 50.00 X 204301 0 47260 JESSE LYTLE VP/CHIEF OF STAFF/SECRETARY 50.00 X 180380 0 112975 LISA LONIE ASSISTANT CHIEF OF STAFF 50.00 X 79815 0 13973 KIMBERLY SPANG VP, INSTITUTIONAL ADVANCE/ASST SEC. 50.00 X 350520 0 70687 JOY TAKAHASHI ASSISTANT CLERK 2.00 X 0 0 0 LINDA STRONG-LEEK PROVOST (UNTIL APR. 2025) 50.00 X 271216 0 36153 JESS H LORD VP/DEAN OF ADMISSIONS/FINANCIAL AID 50.00 X 226655 0 82186 JOHN MCKNIGHT DEAN OF THE COLLEGE 50.00 X 221753 0 78255 MEGAN E FITCH CHIEF INFORMATION OFFICER 50.00 X 210459 0 32350 DONALD B CAMPBELL JR DIRECTOR OF FACILITIES MANAGEMENT 50.00 X 181206 0 20344 HELEN WHITE PROVOST 50.00 X 170877 0 25094 KIMBERLY BENSTON PROFESSOR 50.00 X 218674 0 42303 THELATHIA YOUNG VP, INSTITUTIONAL EQUITY & ACCESS 50.00 X 207771 0 40354 LINDA GERSTEIN PROFESSOR 50.00 X 200187 0 30213 EDWARD ROBERTS UNTIL 11525 ASST. VP, PHILANTHROPY & CAMPAIGN 50.00 X 191372 0 30188 ASHOK GANGADEAN PROFESSOR 50.00 X 190136 0 38230 4032482 0 925599 124 0 1 0 THE TRADESMAN LLC 641 CHESTER CREEK RD BROOKHAVEN PA 19015 CONSTRUCTION SERVICES 929186 SASAKI ASSOCIATES INC 110 CHAUNCY STREET SUITE 200 BOSTON MA 02111 ARCHITECTURAL SERVICES 471118 JM PAINTING LLC 1608 EVA COURT NORRISTOWN PA 19401 PAINTING SERVICES 362311 LAST CALL MEDIA INC 6 LIBERTY SQUARE PMB 401 BOSTON MA 02109 WEBSITE & DIGITAL SERVICES 361398 NORMAN CARPET COMPANY INC 574 WEST LANCASTER AVENUE BRYN MAWR PA 19010 FLOORING SERVICES 306896 44 144272 4529606 2756172 19844200 1644925 27274250 TUITION & FEES 611310 103350356 103350356 AUXILLIARY - DORMITORIES/HCA 900099 15795349 15795349 AUXILLIARY - DINING CENTER 900099 8337214 7573088 764126 COLLEGE HOUSING 900099 995821 995821 CONFERENCES 900099 607880 262181 345699 1685324 1685324 130771944 7790290 -1581057 9371347 1224 1224 174389 0 174389 174389 174389 49071177 87454 2665367 0 46405810 87454 46493264 244464 46248800 56103 144272 74183 -18080 -18080 212487281 128666298 -990894 57537627 88071 88071 42660790 42660790 1869031 1869031 4222212 636611 2671416 914185 55938042 43750096 8773801 3414145 4815507 3765025 758914 291568 11102406 6434983 3838085 829338 3971709 3109105 615079 247525 1012818 99148 908669 5001 286401 286401 94975 94975 2707646 2707646 5590374 3130050 2244671 215653 152631 56692 92995 2944 6919405 4477884 2299955 141566 230099 217682 12417 3753040 1901881 1850036 1123 2088872 1790482 178564 119826 1382311 633294 511804 237213 5557698 5232017 325681 10045039 9456252 588787 1528575 961330 567245 DINING SERVICES - FOOD 2529101 2529101 STUDY ABROAD PROGRAMS 2472805 2472805 SOFTWARE LICENSING FEES 1794230 694301 856725 243204 LIBRARY 1785141 1785141 6147370 13564796 -7482634 65208 180746299 151316568 22593840 6835891 3782286 5995820 18200753 20651645 26730258 27029677 2782512 2390910 1384506 1445085 142110 155656 891470 844975 397649936 215587030 185625513 182062906 99904257 77924016 622690713 694356085 712477 929049 962846855 1013785824 6498437 7318139 3056911 4361544 136312362 133031689 11500100 9742176 157367810 154453548 X 224968953 234543010 580510092 624789266 805479045 859332276 962846855 1013785824 X 31740982 21485282 626967 X 0 1 X 1 1 1 X 19224122 21738511 20058124 44048537 27274250 132343544 19224122 21738511 20058124 44048537 27274250 132343544 16047587 116295957 5924665 8118305 7596056 9572233 9546960 40758219 21695 90194 11389 92178 215456 17320 12000 13800 12000 56103 111223 173428442 572150239 0.67060 0.75910 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE - 2020 AMOUNT: $ 17,320. 2021 AMOUNT: $ 12,000. 2022 AMOUNT: $ 13,800. 2023 AMOUNT: $ 12,000. 2024 AMOUNT: $ 56,103. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 0 0 0 PART II-B, LINE 1: HAVERFORD PAYS MEMBERSHIP DUES TO NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES (NAICU) AND NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS (NACUBO); THESE MEMBERSHIP ORGANIZATIONS MAY ENGAGE IN LOBBYING ACTIVITIES TO SUPPORT THE HIGHER EDUCATION INDUSTRY, AS SUCH A PORTION OF THE DUES MAY BE ATTRIBUTABLE TO LOBBYING ACTIVITIES. HAVERFORD HAS NO DIRECT LOBBYING ACTIVITY OR ANY CONTROL OVER THE LOBBYING ACTIVITIES PERFORMED BY THESE MEMBERSHIP ORGANIZATIONS. 524764 6439862 X X X 0 1 0 3623685 3623685 0 0 702245110 9195732 73063555 10310004 20766618 2416536 751011239 643196239 12436095 79905944 10293093 19806594 3193481 702245110 618975713 4568818 49576740 8568063 18675139 2681830 643196239 641484724 16940195 -11934252 5800253 20579082 1135619 618975713 503436957 6495344 159161111 6088565 20345506 1174617 641484724 0.23470 0.50690 0.25840 0 1 1 720688 720688 302392861 146671297 155721564 45732374 37485737 8246637 48804013 31429996 17374017 182062906 EQUITY AND FIXED INCOME FUNDS 174545492 F PRIVATE EQUITY AND VENTURE CAPITAL PARTNERSHIPS 263404629 F HEDGE AND REAL ESTATE FUNDS 241932753 F PLANNED GIVING AGREEMENTS 10236786 F PERPETUAL TRUSTS 4236425 F 694356085 FEDERAL STUDENT LOAN ADVANCES 2459 LIABILITIES UNDER PLANNED GIVING AGREEMENTS 8222988 CONDITIONAL ASSET RETIREMENT OBLIGATION 830208 REFUNDABLE ADVANCE THORNE SCHOOL 225167 FUNDS HELD IN CUSTODY OF OTHERS 400957 SECURITY DEPOSIT 47918 ONECARD LIABILITY, CASH VALUE 12479 9742176 X 189021160 21485282 -42317940 -20832658 209853818 2707646 -74183 2633463 212487281 135167929 74183 74183 135093746 2707646 42944907 45652553 180746299 PART III, LINE 4: SPECIAL COLLECTIONS OF ART AND HISTORICAL TREASURES SERVE TO ADVANCE SCHOLARSHIP AND TO FURTHER TEACHING, RESEARCH AND SERVICE. SPECIAL COLLECTIONS RANGE FROM QUAKER COLLECTIONS TO HAVERFORD ARCHIVES TO RARE MANUSCRIPTS TO FINE ART ASSETS. THE QUAKER COLLECTION CONSISTS OF MANUSCRIPTS AS WELL AS NUMEROUS PHOTOGRAPHS, WORKS OF ART, ARTIFACTS, FURNITURE AND FILMS. THE HAVERFORD ARCHIVES INCLUDE AMERICAN AND ENGLISH LITERATURE, HISTORY AND POLITICS. TODAY, THE COLLECTIONS OF FINE ART ENCOMPASS THREE AREAS: MATERIAL IN SUPPORT OF THE COLLEGE CURRICULA, MATERIAL THAT DOCUMENTS HAVERFORD'S HISTORY, AND MATERIAL THAT DOCUMENTS THE HISTORY OF QUAKERISM. PART IV, LINE 1B: HAVERFORD IS THE TRUSTEE OF THE WILLIAM MAUL MEASEY TRUST. THE COLLEGE IS ENTITLED TO 60% OF THE GROSS INCOME OF THE TRUST AND INCLUDES 60% OF THE TRUST ASSETS IN ITS FINANCIAL STATEMENTS AND FORM 990. THE REMAINING 40% OF THE GROSS INCOME IS DISTRIBUTED TO SECONDARY SCHOOLS FOR STUDENT FINANCIAL AID. AS OF JUNE 30, 2025 40% OF THE TRUST ASSETS (FMV) WAS $98,795,658. THE 40% TRUST INCOME DISTRIBUTED TO THE SCHOOLS IS REPORTED IN PART IV, LINE 1E. THE SECONDARY SCHOOLS THAT RECEIVE TRUST INCOME ARE GEORGE SCHOOL, WESTTOWN SCHOOL, SCATTERGOOD FRIENDS AND OLNEY FRIENDS. PART V, LINE 4: HAVERFORD SPENDS A PRUDENT AMOUNT OF ITS ENDOWMENT INCOME ANNUALLY TO SUPPORT THE EDUCATIONAL MISSION OF THE COLLEGE IN ACCORDANCE WITH DONOR RESTRICTIONS AND INTERNAL DESIGNATIONS. THE ENDOWMENT RESTRICTED DONOR DESIGNATIONS INCLUDE SCHOLARSHIPS, INSTRUCTIONAL PURPOSES, PROFESSORSHIPS, LIBRARY, RESEARCH, AND GENERAL EDUCATIONAL PURPOSES. PART X, LINE 2: THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN ARE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY THAN NOT, BASED ON TECHNICAL MERITS, THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. INTEREST AND PENALTIES, IF ANY, ARE INCLUDED IN EXPENSES IN THE STATEMENT OF ACTIVITIES. AS OF JUNE 30, 2025, THE COLLEGE HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE COLLEGE FILES INFORMATION TAX RETURNS IN THE UNITED STATES OF AMERICA AND VARIOUS STATES. THE COLLEGE IS GENERALLY NO LONGER SUBJECT TO FEDERAL AND STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: RESIDUAL INCOME FROM LIFE INCOME MATURITIES 8,256. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 215,577. CHANGE IN VALUE OF LIFE INCOME 562,045. NEW LIFE INCOME GIFT LIABILITY -30,102. FINANCIAL AID EXPENSES NETTED AGAINST REVENUE ON FINACIAL STATEMENTS -42,944,907. BAD DEBT EXPENSE -128,809. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES -74,183. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSE 74,183. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID EXPENSES NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 42,944,907. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 SUCH A POLICY IS POSTED ON HAVERFORD'S WEBSITE AS WELL AS PUBLISHED IN HAVERFORD'S CATALOG AND OTHER ADMISSIONS LITERATURE. ALSO, THE POLICY IS PUBLISHED IN NEWSPAPERS AND/OR THE INTERNET WHEN ADVERTISING FOR EMPLOYMENT. SCHEDULE E, PART I, LINE 6 FEDERAL WORK STUDY $116,785, FEDERAL SUPPLEMENTAL OPPORTUNITY GRANT (FSEOG) $187,972, PELL GRANT $1,506,481, PHEAA INSTITUTIONAL ASSISTANCE GRANT (IAG) $33,602. 1 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS TO RECIPIENTS 82511 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS 24785 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS 1218275 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS 18880 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS 16291 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS 519214 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS TO RECIPIENTS 65773 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS 84573 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 4345952 NORTH AMERICA 0 0 INVESTMENTS 369382 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 207350533 NORTH AMERICA 0 8 PROGRAM SERVICES PROFESSIONAL SERVICES 17929 EAST ASIA AND THE PACIFIC 0 2 PROGRAM SERVICES PROFESSIONAL SERVICES 3500 EUROPE (INCLUDING ICELAND & GREENLAND) 0 3 PROGRAM SERVICES PROFESSIONAL SERVICES 10352 RUSSIA AND NEIGHBORING STATES 0 1 PROGRAM SERVICES PROFESSIONAL SERVICES 250 SOUTH AMERICA 0 1 PROGRAM SERVICES PROFESSIONAL SERVICES 1000 SUB-SAHARAN AFRICA 0 4 PROGRAM SERVICES PROFESSIONAL SERVICES 11673 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES PROGRAM TRAVEL 278544 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES PROGRAM TRAVEL 12039 NORTH AMERICA 0 0 PROGRAM SERVICES PROGRAM TRAVEL 48208 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES PROGRAM TRAVEL 54676 SOUTH AMERICA 0 0 PROGRAM SERVICES PROGRAM TRAVEL 19605 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES PROGRAM TRAVEL 31402 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES PROGRAM TRAVEL 5266 SOUTH ASIA 0 0 PROGRAM SERVICES PROGRAM TRAVEL 20544 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES STUDY ABROAD 65324 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES STUDY ABROAD 1842398 SOUTH AMERICA 0 0 PROGRAM SERVICES STUDY ABROAD 79998 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES STUDY ABROAD 483385 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES STUDY ABROAD 1700 0 0 0 19 0 19 2030302 215053660 217083962 HAVERFORD COLLEGE SCHOLARSHIPS EAST ASIA AND THE PACIFIC 48 463539 TUITION REDUCTION FMV HAVERFORD COLLEGE SCHOLARSHIPS EUROPE (INCLUDING ICELAND & GREENLAND) 204 1170138 TUITION REDUCTION FMV HAVERFORD COLLEGE SCHOLARSHIPS SOUTH AMERICA 6 67420 TUITION REDUCTION FMV HAVERFORD COLLEGE SCHOLARSHIPS CENTRAL AMERICA AND THE CARIBBEAN 8 59834 TUITION REDUCTION FMV HAVERFORD COLLEGE SCHOLARSHIPS MIDDLE EAST AND NORTH AFRICA 2 36803 TUITION REDUCTION FMV RESEARCH STIPENDS MIDDLE EAST AND NORTH AFRICA 1 400 CHECK RESEARCH STIPENDS EUROPE (INCLUDING ICELAND & GREENLAND) 3 8850 CHECK RESEARCH STIPENDS NORTH AMERICA 4 4270 CHECK RESEARCH STIPENDS EAST ASIA AND THE PACIFIC 4 10019 CHECK RESEARCH STIPENDS SOUTH ASIA 6 16416 CHECK RESEARCH STIPENDS SUB-SAHARAN AFRICA 4 15840 CHECK RESEARCH STIPENDS SOUTH AMERICA 3 15503 CHECK EXTERNAL (OFF-CAMPUS) INTERNSHIPS MIDDLE EAST AND NORTH AFRICA 8 29468 CHECK EXTERNAL (OFF-CAMPUS) INTERNSHIPS SUB-SAHARAN AFRICA 7 24785 CHECK EXTERNAL (OFF-CAMPUS) INTERNSHIPS EUROPE (INCLUDING ICELAND & GREENLAND) 15 39287 CHECK EXTERNAL (OFF-CAMPUS) INTERNSHIPS NORTH AMERICA 5 14160 CHECK EXTERNAL (OFF-CAMPUS) INTERNSHIPS SOUTH ASIA 5 16291 CHECK EXTERNAL (OFF-CAMPUS) INTERNSHIPS EAST ASIA AND THE PACIFIC 11 29240 CHECK EXTERNAL (OFF-CAMPUS) INTERNSHIPS CENTRAL AMERICA AND THE CARIBBEAN 6 5939 CHECK EXTERNAL (OFF-CAMPUS) INTERNSHIPS SOUTH AMERICA 2 1650 CHECK 1 0 1 1 1 0 PART I, LINE 2: UPON REQUEST, QUALIFIED STUDENTS IN GOOD ACADEMIC AND DISCIPLINARY STANDING MAY BE GRANTED PERMISSION TO SPEND A SEMESTER OR YEAR STUDYING ABROAD. HAVERFORD COLLEGE SCHOLARSHIPS ARE BASED SOLELY ON NEED. HAVERFORD DOES NOT AWARD ANY GRANT AID BASED ON MERIT. APPLICANTS CAN BE ASKED TO FILE THE COLLEGE BOARD PROFILE AND THE FAFSA. IF ELIGIBLE FOR FEDERAL AID, PARENT AND STUDENT PERSONAL AND BUSINESS TAX RETURNS MUST BE PROVIDED. STUDENTS MAY APPEAL AWARD DECISIONS TO THE FINANCIAL AID COMMITTEE: INCLUDING THE VICE PRESIDENT AND DEAN OF ADMISSION AND FINANCIAL AID, THE DEAN OF THE COLLEGE, AND THE VICE PRESIDENT FOR ADMINISTRATION AND FINANCE. HAVERFORD COLLEGE SCHOLARSHIPS ARE CREDITED DIRECTLY TO THE STUDENT'S ACCOUNT FOR TUITION, ROOM AND BOARD, FEES, AND OTHER BILLED CHARGES. RESEARCH STIPENDS ARE FELLOWSHIPS APPROVED BY A FACULTY MEMBER TO HELP DEFRAY EXPENSES WHILE A STUDENT PERFORMS INDEPENDENT RESEARCH TO GAIN A BENEFICIAL, EDUCATIONAL EXPERIENCE. FUNDING IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT. EXTERNAL (OFF-CAMPUS) INTERNSHIPS ARE AWARDED TO STUDENTS TO HELP DEFRAY EXPENSES WHILE THEY GAIN EXPERIENCE WORKING FOR A HOSTING ORGANIZATION. THE EMPHASIS OF THE INTERNSHIP EXPERIENCE CAN BE ON INDEPENDENT RESEARCH, LEARNING RESEARCH TECHNIQUES, FIELDWORK, OR OTHER EDUCATIONAL ENRICHMENT. FUNDING IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT. 1 WASHBURN & MCGOLDRICK LLC 24 NORTH BRYN MAWR AVENUE 252 BRYN MAWR PA 19010 SOLICITATION ADVICE AND CONSULTING. 0 0 94975 0 94975 AK CO DC KY MD MA MI NH NY NJ NV OH OK OR SC WA BASEBALL GOLF OUTING 32625 21522 11103 893 10209 MERION GOLF CLUB OUTING 167750 122750 45000 16507 46574 200375 144272 56103 893 26716 46574 74183 -18080 1 FOUNDATION FOR COMMUNITY SERVICE CO THE SHIPLEY SCHOOL 814 YARROW STREET BRYN MAWR PA 19010 232844309 501(C)(3) 7500 0 ANNUAL SUPPORT BRYN MAWR THEATRE FILM INSTITUTE 824 WEST LANCASTER AVENUE BRYN MAWR PA 19010 043682610 501(C)(3) 6000 0 ANNUAL SUPPORT TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 1 COLLEGE HALL ROOM 211 PHILADELPHIA PA 19104 231352685 501(C)(3) 74571 0 RESEARCH-CHARLES E. KAUFMAN FOUNDATION SUBAWARD 3 0 CHESICK SCHOLARS FUNDING 55 28233 FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS 93 187972 FMV TUITION REDUCTION HAVERFORD COLLEGE SCHOLARSHIPS 657 40959201 FMV TUITION REDUCTION RESEARCH STIPENDS 265 732745 STUDENT EMERGENCY FUNDING 147 156187 STUDENT LOAN DEBT RELIEF 48 66713 EXTERNAL (OFF-CAMPUS) INTERNSHIPS 186 529739 PART I, LINE 2: GRANTS AND OTHER ASSISTANCE TO DOMESTIC ORGANIZATIONS AND DOMESTIC GOVERNMENTS: AWARDS TO SUB RECIPIENTS ARE ISSUED IN ACCORDANCE WITH COLLEGE ACCOUNTING AND BUSINESS POLICIES AND PROVISIONS UNDER UNIFORM GUIDANCE. GRANTS AND OTHER ASSISTANCE TO DOMESTIC INDIVIDUALS: HAVERFORD COLLEGE SCHOLARSHIPS ARE BASED SOLELY ON NEED. HAVERFORD DOES NOT AWARD ANY GRANT AID BASED ON MERIT. APPLICANTS CAN BE ASKED TO FILE THE COLLEGE BOARD PROFILE AND THE FAFSA. IF ELIGIBLE FOR FEDERAL AID, PARENT AND STUDENT PERSONAL AND BUSINESS TAX RETURNS MUST BE PROVIDED. STUDENTS MAY APPEAL AWARD DECISIONS TO THE FINANCIAL AID COMMITTEE: INCLUDING THE VICE PRESIDENT AND DEAN OF ADMISSION AND FINANCIAL AID, THE DEAN OF THE COLLEGE, AND THE VICE PRESIDENT FOR ADMINISTRATION AND FINANCE. HAVERFORD COLLEGE SCHOLARSHIPS ARE CREDITED DIRECTLY TO THE STUDENT'S ACCOUNT FOR TUITION, ROOM AND BOARD, FEES, AND OTHER BILLED CHARGES. SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS (SEOG) ARE AWARDED BASED ON FAMILY CONTRIBUTION. ELIGIBILITY IS DETERMINED BY THE FAFSA AND REGULATIONS DETERMINED BY THE U.S. DEPARTMENT OF EDUCATION. PER THE DEPARTMENT OF EDUCATION REGULATIONS, STUDENTS WHO RECEIVE PELL GRANTS MUST BE PROVIDED SEOG FUNDS FIRST. IF THE STUDENT IS SELECTED TO RECEIVE THESE AWARDS, OTHER VERIFICATION FORMS MAY BE REQUIRED; INCLUDING THE VERIFICATION STATEMENT, PARENT AND STUDENT TAX RETURNS, AND NON-TAX FILER STATEMENTS. SEOG AWARDS ARE CREDITED DIRECTLY TO THE STUDENT'S ACCOUNT FOR TUITION, ROOM AND BOARD, AND OTHER BILLED CHARGES. SEOG AWARDS ARE AUDITED ANNUALLY BY THE COLLEGE'S OUTSIDE AUDITORS IN CONJUNCTION WITH THE SINGLE AUDIT. THE BECKMAN SCHOLARS PROGRAM IS SPONSORED BY THE ARNOLD AND MABEL BECKMAN FOUNDATION. STUDENTS MUST APPLY AND BE SELECTED TO RECEIVE THE AWARD WHICH INCLUDES AN ACADEMIC YEAR SCHOLARSHIP OF $4,600 THAT IS CREDITED DIRECTLY TO THE STUDENT'S ACCOUNT FOR TUITION, ROOM AND BOARD, AND OTHER BILLED CHARGES. RESEARCH STIPENDS ARE FELLOWSHIPS APPROVED BY A FACULTY MEMBER TO HELP DEFRAY EXPENSES WHILE A STUDENT PERFORMS INDEPENDENT RESEARCH TO GAIN A BENEFICIAL, EDUCATIONAL EXPERIENCE. FUNDING IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT. EMERGENCY FUNDING FOR STUDENTS IS PROVIDED BY THE LIFTFAR (LOW-INCOME AND FIRST-IN-THEIR-FAMILY ASSISTANCE AND RESOURCES) PROGRAM. STUDENTS THAT HAVE BELOW A CERTAIN EXPECTED FAMILY CONTRIBUTION (EFC) ARE ELIGIBLE TO APPLY AND ARE NOTIFIED BY EMAIL AT THE BEGINNING OF EACH SEMESTER. FUNDING IS ONLY AVAILABLE FOR CURRENT STUDENTS DURING THE ACADEMIC YEAR AND IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT. THE JOHN P. CHESICK SCHOLARS PROGRAM IS A FOUR-YEAR ACADEMIC LEADERSHIP AND MENTORING PROGRAM FOR HAVERFORD STUDENTS FROM BACKGROUNDS THAT ARE UNDER-REPRESENTED IN ACADEMIA, INCLUDING ALL FGLI (FIRST-GENERATION/LOW-INCOME) ENTERING STUDENTS. FUNDING IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT. THE STUDENT LOAN DEBT RELIEF PROGRAM IS DESIGNED TO ASSIST HAVERFORD ALUMNI FOR WHOM DEBT FROM STUDENT LOANS WOULD PROVE TO BE A GENUINE BURDEN, SUCH AS FOR THOSE WHO CHOOSE CAREERS OF HIGH SOCIETAL VALUE BUT LOW REMUNERATION OR WHO ARE TEMPORARILY UNEMPLOYED. INDIVIDUALS WHO ARE ELIGIBLE TO APPLY FOR SUPPORT WILL BE NOTIFIED BY THE OFFICE OF ADMISSION DURING THE SUMMER AND WILL BE PROVIDED INSTRUCTIONS ON HOW TO APPLY. APPLICANTS WILL BE REQUIRED TO COMPLETE AN APPLICATION AND CONFIRM THEIR CONTINUED ELIGIBILITY BY SUBMITTING SUPPORTING DOCUMENTATION. FUNDING IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT. EXTERNAL (OFF-CAMPUS) INTERNSHIPS ARE AWARDED TO STUDENTS TO HELP DEFRAY EXPENSES WHILE THEY GAIN EXPERIENCE WORKING FOR A HOSTING ORGANIZATION. THE EMPHASIS OF THE INTERNSHIP EXPERIENCE CAN BE ON INDEPENDENT RESEARCH, LEARNING RESEARCH TECHNIQUES, FIELDWORK, OR OTHER EDUCATIONAL ENRICHMENT. FUNDING IS PROCESSED THROUGH ACCOUNTS PAYABLE AND ISSUED AS A CHECK OR DIRECT DEPOSIT. X X 1 1 X X X 0 1 0 0 0 0 0 1 0 WENDY RAYMOND PRESIDENT 593156 0 0 0 6272 0 58500 0 130601 0 788529 0 0 0 KIMBERLY SPANG VP, INSTITUTIONAL ADVANCE/ASST SEC. 340520 0 10000 0 0 0 36097 0 34590 0 421207 0 0 0 NICO WASHINGTON VP, FINANCE & ADMIN./TREASURER 326232 0 0 0 1500 0 33441 0 2492 0 363665 0 0 0 JESS H LORD VP/DEAN OF ADMISSIONS/FINANCIAL AID 226655 0 0 0 0 0 24437 0 57749 0 308841 0 0 0 LINDA STRONG-LEEK PROVOST (UNTIL APR. 2025) 254464 0 0 0 16752 0 26749 0 9404 0 307369 0 0 0 JOHN MCKNIGHT DEAN OF THE COLLEGE 217153 0 0 0 4600 0 23571 0 54684 0 300008 0 0 0 JESSE LYTLE VP/CHIEF OF STAFF/SECRETARY 180380 0 0 0 0 0 20150 0 92825 0 293355 0 0 0 KIMBERLY BENSTON PROFESSOR 218674 0 0 0 0 0 24087 0 18216 0 260977 0 0 0 BRIGID ISACKMAN AVP & CONTROLLER/ASST. TREASURER 204301 0 0 0 0 0 21842 0 25418 0 251561 0 0 0 THELATHIA YOUNG VP, INSTITUTIONAL EQUITY & ACCESS 207771 0 0 0 0 0 22276 0 18078 0 248125 0 0 0 MEGAN E FITCH CHIEF INFORMATION OFFICER 210459 0 0 0 0 0 22539 0 9811 0 242809 0 0 0 LINDA GERSTEIN PROFESSOR 200187 0 0 0 0 0 21231 0 8982 0 230400 0 0 0 ASHOK GANGADEAN PROFESSOR 190136 0 0 0 0 0 20303 0 17927 0 228366 0 0 0 EDWARD ROBERTS UNTIL 11525 ASST. VP, PHILANTHROPY & CAMPAIGN 191372 0 0 0 0 0 20530 0 9658 0 221560 0 0 0 DONALD B CAMPBELL JR DIRECTOR OF FACILITIES MANAGEMENT 179706 0 0 0 1500 0 18971 0 1373 0 201550 0 0 0 HELEN WHITE PROVOST 170877 0 0 0 0 0 16475 0 8619 0 195971 0 0 0 PART I, LINE 1A NON-TAXABLE HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: AS A CONDITION OF EMPLOYMENT, PRESIDENT WENDY RAYMOND AND DEAN OF THE COLLEGE JOHN MCKNIGHT RESIDE ON CAMPUS FREE OF RENT. THE PRESIDENT RECEIVED GROSS UP PAYMENTS FOR THE TAXABLE PORTION OF LIFE INSURANCE AND PERSONAL USE OF COLLEGE PROVIDED VEHICLE. PART I, LINE 4B WENDY RAYMOND RECEIVED A NON-TAXABLE CONTRIBUTION TOWARDS HER 457(F) PROGRAM IN 2024 IN THE AMOUNT OF $2,090. PART I, LINE 7 THE BONUSES WERE APPROVED BY SENIOR LEADERS AND THE CFO. A DELAWARE COUNTY AUTHORITY 231973437 246003NJ2 2017-02-28 110381164 REFUND PORTION 2008 BONDS, 2010 BONDS, ALL 2010A BONDS 0 0 0 B DELAWARE COUNTY AUTHORITY 231973437 NONEAVAIL 2017-02-28 29845000 PART REFUND 2008 BONDS: RENOVATION OF SHARPLESS HALL, RYAN GYM/VCAM, DINING 0 0 0 C DELAWARE COUNTY AUTHORITY 231973437 246003PH4 2020-03-24 9125000 REFUND OF 2010 BONDS 0 0 0 A 12893918 110381164 734217 109646947 2017 1 1 1 1 B 29845000 624499 102807 22415502 6702192 2020 1 0 1 1 C 2659000 9125000 170000 8955000 2020 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 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 1 0 0 1 1 C 0 1 0 0 0 0 0 0 1 A 1 B 1 C 1 SCHEDULE K, PART IV, LINE 2C: DELAWARE COUNTY AUTHORITY - 02/28/2017 $110,381,164 - ARBITRAGE CALCULATION WAS COMPLETED BY PFM DATED OCTOBER 29, 2025. THE REPORT INDICATED THAT THERE WAS NO LIABILITY FOR THE PERIOD FEBRUARY 28, 2017 TO OCTOBER 1, 2025. SCHEDULE K, PART IV, LINE 2C: DELAWARE COUNTY AUTHORITY - 02/28/2017 $29,845,000 - ARBITRAGE CALCULATION WAS COMPLETED BY PFM DATED OCTOBER 29, 2025. THE REPORT INDICATED THAT THERE WAS NO LIABILITY FOR THE PERIOD FEBRUARY 28, 2017 TO OCTOBER 1, 2025. X 4 524763 AVERAGE VALUE X 1 1 AVERAGE VALUE X 9 AVERAGE VALUE X 78 1120149 FAIR MARKET VALUE X SUPPLIES 3 3 FAIR MARKET VALUE 3 0 1 0 PART I, COLUMN (B): THE FIGURE IN THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS IN EACH CATEGORY. FORM 990, PART V, LINE 1A: THE TOTAL NUMBER REPORTED IN BOX 3 OF ALL 2024 FORM 1096 FILINGS IS 2,402. THIS IS WHAT IS REPORTED ON FORM 990, PART V, LINE 1A. INCLUDED IN THIS TOTAL ARE 1,859 FORM 1098-T FILINGS. FORM 990, PART VI, SECTION A, LINE 6 HAVERFORD HAS ONE CLASS OF MEMBERS WHO MAY INCLUDE ANY MEMBER OF THE RELIGIOUS SOCIETY OF FRIENDS, ANYONE WHO HAS SERVED AS PRESIDENT OF THE COLLEGE OR AS A MEMBER OF THE BOARD OF MANAGERS FOR AT LEAST SIX CONSECUTIVE YEARS (WHETHER OR NOT STILL SERVING), AND ANY OTHER INTERESTED PERSON. FURTHERMORE, EACH NOMINEE SHALL IN ALL CASES BE GROUNDED IN AND LED BY VALUES ALIGNED WITH THE FAITH AND PRACTICE OF THE RELIGIOUS SOCIETY OF FRIENDS, SHARE A COMMITMENT TO THE STEWARDSHIP OF THE COLLEGE, AND BE OPEN TO LEARNING AND BEING GUIDED BY QUAKER PROCESS AND DECISION MAKING IN SERVING THE COLLEGE. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS FORMALLY ELECT ALL THE MEMBERS OF THE BOARD, INCLUDING THOSE NOMINATED BY HAVERFORD, BY THE BOARD AND BY THE ALUMNI ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7B ANY AND ALL AMENDMENTS TO THE BYLAWS MUST BE APPROVED BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ADVISORY FIRM AND THEN MANAGEMENT PROVIDES THE PUBLIC DISCLOSURE COPY OF THE FORM 990 TO THE AUDIT & RISK MANAGEMENT COMMITTEE OF THE BOARD FOR REVIEW AND DISCUSSION PRIOR TO ITS FURTHER DISSEMINATION TO THE BOARD. THE PUBLIC DISCLOSURE COPY OF THE FORM 990 IS MADE AVAILABLE TO THE FULL BOARD OF MANAGERS PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR A CONFLICT OF INTEREST QUESTIONNAIRE IS SENT ELECTRONICALLY TO BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES. THE PRESIDENT'S OFFICE TRACKS AND ENSURES COMPLIANCE WITH COMPLETING AND SUBMITTING THE CONFLICT OF INTEREST QUESTIONNAIRE. IN ADDITION, THE POLICY REQUIRES THAT POTENTIAL CONFLICTS BE REPORTED THROUGHOUT THE YEAR AS THEY ARISE AS WELL AS FOR PERIODIC REVIEWS TO IDENTIFY POTENTIAL CONFLICTS. THE BOARD OF DIRECTORS MAKES THE DETERMINATION AS TO WHETHER A CONFLICT OF INTEREST EXISTS OR NOT. IF A CONFLICT WERE TO ARISE, AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR COMMITTEE MEETING FOR INVESTIGATION AND RESOLUTION. AFTER THE PRESENTATION, THE INTERESTED PERSON WOULD REMOVE THEMSELVES FROM THE MEETING DURING THE FINAL DELIBERATIONS AND VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S COMPENSATION IS TYPICALLY DETERMINED AFTER AN ANNUAL REVIEW BY THE BOARD'S COMMITTEE ON PRESIDENTIAL COMPENSATION AND REVIEW. THE REVIEW, ALONG WITH PRIVATE COLLEGE EXECUTIVE COMPENSATION SURVEYS, HELP DETERMINE THE PRESIDENT'S SALARY. THE PRESIDENTIAL REVIEW COMMITTEE REPORTS ON THESE PROCEDURES TO THE BOARD IN EXECUTIVE SESSION. THE DELIBERATION AND FINAL DETERMINATIONS ARE DOCUMENTED TIMELY. THE COMPENSATION FOR PRESIDENT WENDY RAYMOND WAS DETERMINED BY THE BOARD USING A SIMILAR BENCHMARK PROCESS BUT WITHIN HIRING NEGOTIATIONS. FORM 990, PART VI, SECTION B, LINE 15B: THE PRESIDENT REPORTS TO THE BOARD IN EXECUTIVE SESSION INFORMATION REGARDING THE ANNUAL PROCESS FOR DETERMINING COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES. THE PRESIDENTIAL REVIEW COMMITTEE REPORTS ON THESE PROCEDURES TO THE BOARD IN EXECUTIVE SESSION. THE DELIBERATION AND FINAL DETERMINATIONS ARE TIMELY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE COLLEGE'S FINANCIAL STATEMENTS, FORM 990, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE GENERAL PUBLIC THROUGH OUR WEBSITE AND UPON REQUEST. THE COLLEGE'S FORM 990T IS AVAILABLE UPON REQUEST. THE COLLEGE'S FORM 990 IS ALSO OPEN TO THE GENERAL PUBLIC ON GUIDESTAR'S WEBSITE. CURRENTLY, THE COLLEGE DOES NOT PUBLISH GOVERNING DOCUMENTS; HOWEVER, THESE ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 215,577. CHANGE IN VALUE OF LIFE INCOME 562,045. NEW LIFE INCOME GIFT LIABILITY -30,102. RESIDUAL INCOME FROM LIFE INCOME MATURITIES 8,256. BAD DEBT EXPENSE -128,809. THE WILLIAM MAUL MEASEY TRUST C/O HAVERFORD COLLEGE 370 LANCASTER HAVERFORD PA 19041 946714956 CHARITABLE TRUST PA CORPORATION OF HAVERFORD COLLEGE T 7856273 148484464 0.60000 1 CHARITABLE POOLED INCOME FUND (1) CHARITABLE TRUST PA CORPORATION OF HAVERFORD COLLEGE T 1 CHARITABLE REMAINDER ANNUITY TRUST (1) CHARITABLE TRUST PA CORPORATION OF HAVERFORD COLLEGE T 1 NET INCOME MAKEUP CHARITABLE REMAINDER UNITRUST (1) CHARITABLE TRUST PA CORPORATION OF HAVERFORD COLLEGE T 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 THE WILLIAM MAUL MEASEY TRUST C 4529606 BOOK VALUE THE WILLIAM MAUL MEASEY TRUST L 614945 BOOK VALUE