Form 990 for tax year 2023

Filed by BARD COLLEGE.

Totals

Total revenue: $331,888,900
Total expenses: $392,676,470
Contributions and grants received: $121,417,581
Grants paid: $115,840,899
Program service revenue: $193,341,752
Investment income: $8,263,887
Other revenue: $8,865,680
Total assets, end of year: $1,129,480,829
Total liabilities, end of year: $619,892,228
Net assets or fund balances, end of year: $509,588,601
Program services expenses (Part IX): $354,566,357
Management and general expenses: $33,298,088
Fundraising expenses: $4,812,025
Program service expenses (Part III): $354,566,357

Program services were 90.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1c · Fundraising events

$183,950
1e · Government grants (contributions)

$5,034,966
1f · All other contributions, gifts and grants

$116,198,665
1g · Noncash contributions included above

$1,395,447
2a · Program service revenue: TUTITON & FEES

total $161,461,611 · related or exempt $161,461,611
2b · Program service revenue: ROOM & BOARD CHARGES

total $30,266,350 · related or exempt $30,266,350
2c · Program service revenue: OTHER CHARGES

total $1,029,424 · related or exempt $1,029,424
2d · Program service revenue: CAMPUS & SUMMER RENTAL

total $584,367 · related or exempt $584,367
3 · Investment income

total $19,797,280 · excluded $19,797,280
5 · Royalties

total $9,003 · excluded $9,003
7a · Gross sales of assets other than inventory

securities $48,247,382
7b · Less cost or other basis and sales expenses

securities $59,780,775
7c · Gain or loss

securities -$11,533,393
7d · Net gain or loss

total -$11,533,393 · excluded -$11,533,393
8a · Fundraising events: gross income

$51,800
8a · Fundraising events: contributions included on line 1c

$183,950
8b · Fundraising events: direct expenses

$175,633
8c · Net income from fundraising events

total -$123,833 · excluded -$123,833
11a · Other revenue: OTHER REVENUE

total $7,087,183 · related or exempt $7,087,183
11b · Other revenue: TICKET SALES FOR PERFORMANCES

total $1,884,312 · related or exempt $1,884,312
11c · Other revenue: STUDENT FINES & OTHER CHARGES

total $9,015 · related or exempt $9,015
11e · Other revenue, total

$8,980,510

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $1,199,817 · program services $1,199,817
2 · Grants to domestic individuals

total $108,717,142 · program services $108,717,142
3 · Grants to foreign organizations and individuals

total $5,923,940 · program services $5,923,940
5 · Compensation of officers, directors and key employees

total $2,700,777 · program services $155,618 · management and general $2,324,301 · fundraising $220,858
7 · Other salaries and wages

total $109,332,622 · program services $98,029,571 · management and general $9,729,687 · fundraising $1,573,364
8 · Pension plan contributions

total $8,145,913 · program services $6,678,470 · management and general $1,341,473 · fundraising $125,970
9 · Other employee benefits

total $23,190,757 · program services $19,126,740 · management and general $3,596,646 · fundraising $467,371
10 · Payroll taxes

total $15,401,678 · program services $13,038,023 · management and general $1,961,421 · fundraising $402,234
11b · Fees: legal

total $1,097,285 · program services $806,516 · management and general $285,399 · fundraising $5,370
11c · Fees: accounting

total $177,325 · program services $130,336 · management and general $46,121 · fundraising $868
11d · Fees: lobbying

total $44,921 · management and general $44,921
11e · Fees: professional fundraising services

total $121,040 · fundraising $121,040
11f · Fees: investment management

total $59,119 · management and general $59,119
11g · Fees: other

total $14,080,801 · program services $10,433,614 · management and general $3,647,187
12 · Advertising and promotion

total $1,538,685 · program services $1,366,334 · management and general $166,517 · fundraising $5,834
13 · Office expenses

total $629,464 · program services $558,957 · management and general $68,121 · fundraising $2,386
14 · Information technology

total $1,730,057 · program services $1,536,270 · management and general $187,228 · fundraising $6,559
16 · Occupancy

total $9,936,850 · program services $9,668,380 · management and general $268,470
17 · Travel

total $20,047,979 · program services $18,243,947 · management and general $830,321 · fundraising $973,711
19 · Conferences, conventions and meetings

total $508,220 · program services $451,293 · management and general $55,000 · fundraising $1,927
20 · Interest

total $19,123,002 · program services $18,655,254 · management and general $454,413 · fundraising $13,335
22 · Depreciation, depletion and amortization

total $11,563,512 · program services $10,802,724 · management and general $715,666 · fundraising $45,122
23 · Insurance

total $2,001,130 · program services $162,543 · management and general $1,838,587
24a · Other expenses: PROGRAM SUPPLIES

total $17,045,087 · program services $14,104,931 · management and general $2,510,167 · fundraising $429,989
24b · Other expenses: FOOD SERVICE

total $9,333,437 · program services $7,621,891 · management and general $1,356,420 · fundraising $355,126
24c · Other expenses: MAINTENENCE AND OPERATI

total $8,955,067 · program services $7,154,046 · management and general $1,740,060 · fundraising $60,961
24d · Other expenses: MISCELLANEOUS EXPENSES

total $70,843 · management and general $70,843

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $13,401,519 · end of year $7,519,148
2 · Savings and temporary cash investments

beginning of year $9,034,589 · end of year $11,716,935
3 · Pledges and grants receivable

beginning of year $370,437,493 · end of year $341,782,334
4 · Accounts receivable

beginning of year $25,025,603 · end of year $25,092,418
5 · Loans and receivables from officers and key people

end of year $992,463
7 · Other notes and loans receivable

beginning of year $3,480,679 · end of year $2,376,441
9 · Prepaid expenses and deferred charges

beginning of year $5,605,928 · end of year $6,626,102
10a · Land, buildings and equipment: cost or other basis

$567,408,385
10b · Land, buildings and equipment: accumulated depreciation

$240,916,418
10c · Land, buildings and equipment, net

beginning of year $281,917,786 · end of year $326,491,967
11 · Investments: publicly traded securities

beginning of year $47,319,692 · end of year $42,387,108
12 · Investments: other securities

beginning of year $2,095,237 · end of year $2,033,033
15 · Other assets

beginning of year $246,862,622 · end of year $362,462,880
17 · Accounts payable and accrued expenses

beginning of year $38,395,031 · end of year $49,386,356
19 · Deferred revenue

beginning of year $20,882,950 · end of year $20,141,107
20 · Tax-exempt bond liabilities

beginning of year $150,770,000 · end of year $306,900,000
22 · Loans and payables to officers and key people

beginning of year $10,000,000 · end of year $10,000,000
23 · Secured mortgages and notes payable

beginning of year $1,488,218 · end of year $593,238
24 · Unsecured notes and loans payable

beginning of year $38,890,000 · end of year $45,890,000
25 · Other liabilities

beginning of year $189,599,072 · end of year $186,981,527
27 · Net assets without donor restrictions

beginning of year $43,637,637 · end of year $35,757,313
28 · Net assets with donor restrictions

beginning of year $511,518,240 · end of year $473,831,288

Mission and programs · 2023

Mission

BARD COLLEGE SEEKS TO PROVIDE A CHALLENGING ACADEMIC PROGRAM AND A SUPPORTIVE ENVIRONMENT THAT FOSTERS A COLLABORATIVE INTERCHANGE OF IDEAS IN THE CLASSROOM AS WELL AS AMBITION TO ACHIEVE EXCELLENCE.

BARD COLLEGE IS AN INDEPENDENT, COMPREHENSIVE LIBERAL ARTS COLLEGE LOCATED ON A PARK-LIKE CAMPUS THAT COVERS MORE THAN 1,000 ACRES OF FIELDS AND FORESTED LAND BORDERING THE HUDSON RIVER. BARD HAS DEVELOPED A NEW VISION AND MODEL OF THE LIBERAL ARTS COLLEGE, AS A CENTRAL BODY SURROUNDED BY SIGNIFICANT INSTITUTES AND PROGRAMS - "SATELLITES" - THAT STRENGTHEN ITS' CURRICULUM. WHILE IT IS FLEXIBLE ENOUGH TO INCLUDE PROGRAMS FOR RESEARCH, GRADUATE STUDY, COMMUNITY OUTREACH, AND OTHER CULTURAL AND EDUCATIONAL ACTIVITIES, THE UNDERGRADUATE PROGRAM REMAINS ITS FOCUS. EACH SATELLITE PROGRAM IS DESIGNED TO ENHANCE THE UNDERGRADUATE COURSE OF STUDY BY OFFERING STUDENTS OPPORTUNITIES FOR INTERACTION WITH LEADING ARTISTS AND SCHOLARS. IN ADDITION TO THE UNDERGRADUATE COLLEGE, BARD HAS UNDERTAKEN A NUMBER OF IMPORTANT EDUCATIONAL INITIATIVES THAT INCLUDE BUT ARE NOT LIMITED TO THE FOLLOWING: DURING 1979, BARD ASSUMED CONTROL AND OWNERSHIP OF SIMON'S ROCK EARLY COLLEGE (NOW CALLED BARD COLLEGE AT SIMON'S ROCK) (SIMON'S ROCK) LOCATED IN GREAT BARRINGTON, MASSACHUSETTS. ALTHOUGH BARD AND SIMON'S ROCK REMAIN DISTINCT AND CARRY ON SEPARATE ACADEMIC PROGRAMS AT THEIR RESPECTIVE CAMPUSES, THE RELATIONSHIP BETWEEN THE TWO INSTITUTIONS GIVES BARD AN EXCEPTIONAL OPPORTUNITY TO APPLY ITS EXPERIENCE AS A LIBERAL ARTS COLLEGE TO THE DEVELOPMENT OF A STRONG CURRICULUM FOR YOUNGER STUDENTS. IN MARCH 1986, BARD ESTABLISHED THE LEVY ECONOMICS INSTITUTE OF BARD COLLEGE, WHICH IS DEDICATED TO IMPROVING THE HUMAN CONDITION THROUGH THE STUDY OF ECONOMICS AND THE GENERATION OF EFFECTIVE PUBLIC POLICY RESPONSES TO IMPORTANT PROBLEMS WORLDWIDE. DURING 1992, BARD ENTERED INTO AN OPERATING AGREEMENT WITH THE IRIS FOUNDATION TO ESTABLISH AND MAINTAIN THE BARD GRADUATE CENTER FOR STUDIES IN THE DECORATIVE ARTS, DESIGN, AND CULTURE (BGC). SINCE 1993, THE BGC HAS PRESENTED A UNIQUE, MULTIDISCIPLINARY, AND BROADLY INTERNATIONAL APPROACH TO THE STUDY OF THE DECORATIVE ARTS. THE BGC OFFERS A MASTERS OF ARTS DEGREE IN THE HISTORY OF THE DECORATIVE ARTS AND A DOCTOR OF PHILOSOPHY DEGREE IN THE HISTORY OF THE DECORATIVE ARTS, DESIGN, AND CULTURE. IT SPONSORS SEVERAL MAJOR EXHIBITIONS ANNUALLY AND PRESENTS DIVERSE PUBLIC PROGRAMS FOR AUDIENCES RANGING FROM DECORATIVE ARTS PROFESSIONALS AND COLLECTORS TO SCHOOLCHILDREN. THE BGC IS LOCATED IN NEW YORK CITY, IN TWO BEAUX ARTS TOWNHOUSES CLOSE TO THE CITY'S LEADING MUSEUMS AND GALLERIES, AND, IN BARD HALL. DURING 2003, THE RICHARD B. FISHER CENTER FOR THE PERFORMING ARTS AT BARD COLLEGE (FISHER CENTER) WAS OPENED OFFERING A WORLD-CLASS COMPLEX FOR INNOVATIVE ARTISTIC REPRESENTATION. THE FISHER CENTER IS HOME TO BARD COLLEGE'S THEATER AND DANCE PROGRAMS, AS WELL AS THE BARD MUSIC FESTIVAL, AND HOST TO PERFORMANCES BY THE AMERICAN SYMPHONY ORCHESTRA. GENERALLY, THE FISHER CENTER PROVIDES AUDIENCES WITH A BOLD AND DYNAMIC ENVIRONMENT THAT INSPIRES RISK-TAKING PERFORMANCE AND PROVOCATIVE PROGRAMS IN ORCHESTRAL, CHAMBER, AND JAZZ MUSIC AND THEATER, DANCE AND OPERA BY AMERICAN AND INTERNATIONAL ARTISTS. DURING 2011, BARD ALSO ASSUMED CONTROL AND OWNERSHIP OF ECLA - EUROPEAN COLLEGE OF LIBERAL ARTS GGMBH, NOW CALLED BARD COLLEGE BERLIN, GGMBH AND BARD REAL ESTATE GMBH, A GERMAN ENTITY HOLDING TITLE TO ALL BUT ONE OF BARD COLLEGE BERLIN, GGMBH'S LAND AND BUILDINGS. BARD COLLEGE BERLIN, GGMBH IS A LIBERAL ARTS UNIVERSITY OFFERING AN INNOVATIVE, INTERDISCIPLINARY CURRICULUM WITH A GLOBAL SENSIBILITY. STUDENTS COME TO BERLIN FROM 30 COUNTRIES IN ORDER TO STUDY WITH THE INTERNATIONAL FACULTY. BARD COLLEGE BERLIN, GGMBH IS A REGISTERED AS A SEPARATE 501(C)(3) ORGANIZATION. BARD REAL ESTATE GBMH IS A FOR-PROFIT ENTITY SUBJECT TO GERMAN TAXATION. DURING 2012, BARD ASSUMED CONTROL AND OWNERSHIP OF LONGY SCHOOL OF MUSIC, NOW CALLED THE LONGY SCHOOL OF MUSIC OF BARD COLLEGE (LONGY), LOCATED IN CAMBRIDGE, MASSACHUSETTS. LONGY IS A LEADING DEGREE-GRANTING CONSERVATORY AND SCHOOL OF CONTINUING AND PREPARATORY STUDIES AND OFFERS ELEVEN PROGRAMS LEADING TO A MASTER OF MUSIC DEGREE, AND INTRODUCED A NEW MASTER OF ARTS IN TEACHING PROGRAM IN 2013.

Expenses $354,566,357 · Grants $115,840,899 · Revenue $202,322,262

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Martin PeretzMARTIN PERETZ

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Mark KaplanMARK KAPLAN

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Asher EdelmanASHER EDELMAN

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Andrew DietscheANDREW DIETSCHE

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Marcelle ClementsMARCELLE CLEMENTS

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
James Ottaway JrJAMES OTTAWAY JR

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
James C ChambersJAMES C CHAMBERS

CHAIR

Total calculated

$0

Hours/week

1 + 1 related
Brandon WeberBRANDON WEBER

VICE CHAIR

Total calculated

$0

Hours/week

1 + 1 related
Emily H FisherEMILY H FISHER

VICE CHAIR

Total calculated

$0

Hours/week

1 + 1 related
Elizabeth ElyELIZABETH ELY

SECRETARY

Total calculated

$0

Hours/week

1 + 1 related
Stanley A ReichelSTANLEY A REICHEL

TREASURER

Total calculated

$0

Hours/week

1 + 1 related
Leon BotsteinLEON BOTSTEIN

PRESIDENT/TRUSTEE

Total calculated

$692,564

From this org

$575,000

From related orgs

$0

Other

$117,564

Hours/week

60 + 5 related

Schedule J breakdown matched by us

Base

$575,000

Bonus

$0

Other

$0

Deferred

$88,932

Nontaxable benefits

$28,632

Filer's total

$692,564
Mark Malloch BrownMARK MALLOCH BROWN

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Fiona AngeliniFIONA ANGELINI

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Roland J AugustineROLAND J AUGUSTINE

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Leonard BenardoLEONARD BENARDO

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Mark E BrossmanMARK E BROSSMAN

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Jingqing CaiJINGQING CAI

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Kimberly Marteau EmersonKIMBERLY MARTEAU EMERSON

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Barbara S GrossmanBARBARA S GROSSMAN

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Andrew S GundlachANDREW S GUNDLACH

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Matina S HornerMATINA S HORNER

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Charles S Johnson IIICHARLES S JOHNSON III

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
George A KellnerGEORGE A KELLNER

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Fredric S MaxikFREDRIC S MAXIK

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Hilary PenningtonHILARY PENNINGTON

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Roger N ScotlandROGER N SCOTLAND

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Annabelle SelldorfANNABELLE SELLDORF

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Jonathan SloneJONATHAN SLONE

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Mostafiz Shah MohammedMOSTAFIZ SHAH MOHAMMED

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Jo Francis MeyerJO FRANCIS MEYER

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Alex SorosALEX SOROS

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
James A Von KlempererJAMES A VON KLEMPERER

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Susan WeberSUSAN WEBER

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Patricia Ross WeisPATRICIA ROSS WEIS

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Geoffrey SmithGEOFFREY SMITH

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Juliet MorrissonJULIET MORRISSON

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Stewart ResnickSTEWART RESNICK

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
David E Schwab IIDAVID E SCHWAB II

TRUSTEE

Total calculated

$0

Hours/week

1 + 1 related
Taun ToayTAUN TOAY

CFO/VP OF FINANCE

Total calculated

$450,146

From this org

$392,502

From related orgs

$0

Other

$57,644

Hours/week

40 + 5 related

Schedule J breakdown matched by us

Base

$352,502

Bonus

$0

Other

$40,000

Deferred

$34,232

Nontaxable benefits

$23,412

Filer's total

$450,146
Jonathan BeckerJONATHAN BECKER

EXECUTIVE VP

Total calculated

$455,342

From this org

$392,001

From related orgs

$0

Other

$63,341

Hours/week

50

Schedule J breakdown matched by us

Base

$352,001

Bonus

$0

Other

$40,000

Deferred

$34,232

Nontaxable benefits

$29,109

Filer's total

$455,342
Debra PemsteinDEBRA PEMSTEIN

VP DEVELOPMENT

Total calculated

$306,485

From this org

$257,516

From related orgs

$0

Other

$48,969

Hours/week

40

Schedule J breakdown matched by us

Base

$257,516

Bonus

$0

Other

$0

Deferred

$26,095

Nontaxable benefits

$22,874

Filer's total

$306,485
Deirdre D'AlbertisDEIRDRE D'ALBERTIS

DEAN

Total calculated

$275,177

From this org

$223,408

From related orgs

$0

Other

$51,769

Hours/week

40

Schedule J breakdown matched by us

Base

$223,408

Bonus

$0

Other

$0

Deferred

$22,660

Nontaxable benefits

$29,109

Filer's total

$275,177
John WeinsteinJOHN WEINSTEIN

PROVOST, SIMON'S ROCK

Total calculated

$233,917

From this org

$208,085

From related orgs

$0

Other

$25,832

Hours/week

40

Schedule J breakdown matched by us

Base

$208,085

Bonus

$0

Other

$0

Deferred

$20,809

Nontaxable benefits

$5,023

Filer's total

$233,917
Janet OzarchukJANET OZARCHUK

COO, BGC

Total calculated

$213,972

From this org

$192,850

From related orgs

$0

Other

$21,122

Hours/week

40

Schedule J breakdown matched by us

Base

$192,850

Bonus

$0

Other

$0

Deferred

$9,785

Nontaxable benefits

$11,337

Filer's total

$213,972
Dimitri PapadimitriouDIMITRI PAPADIMITRIOU

PRESIDENT OF LEVY INST

Total calculated

$311,645

From this org

$252,199

From related orgs

$0

Other

$59,446

Hours/week

40

Schedule J breakdown matched by us

Base

$252,199

Bonus

$0

Other

$0

Deferred

$31,525

Nontaxable benefits

$27,921

Filer's total

$311,645
Gideon LesterGIDEON LESTER

ARTISTIC DIRECTOR AND CEO FISHER CENTER AT BARD

Total calculated

$290,659

From this org

$248,385

From related orgs

$0

Other

$42,274

Hours/week

40

Schedule J breakdown matched by us

Base

$248,385

Bonus

$0

Other

$0

Deferred

$30,937

Nontaxable benefits

$11,337

Filer's total

$290,659
Tom EcclesTOM ECCLES

EXECUTIVE DIRECTOR CCS

Total calculated

$527,282

From this org

$464,994

From related orgs

$0

Other

$62,288

Hours/week

40

Schedule J breakdown matched by us

Base

$440,994

Bonus

$0

Other

$24,000

Deferred

$33,179

Nontaxable benefits

$29,109

Filer's total

$527,282
Karen ZornKAREN ZORN

PRESIDENT, LONGY

Total calculated

$351,830

From this org

$321,208

From related orgs

$0

Other

$30,622

Hours/week

40

Schedule J breakdown matched by us

Base

$321,208

Bonus

$0

Other

$0

Deferred

$14,856

Nontaxable benefits

$15,766

Filer's total

$351,830
James BagwellJAMES BAGWELL

DIRECTOR OF MUSIC PROGRAMS

Total calculated

$258,668

From this org

$220,575

From related orgs

$0

Other

$38,093

Hours/week

40

Schedule J breakdown matched by us

Base

$220,575

Bonus

$0

Other

$0

Deferred

$27,830

Nontaxable benefits

$10,263

Filer's total

$258,668

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

1a · Discretionary spending account
1a · Health or social club dues or initiation fees
1b · Written policy on the line-1a expenses
2 · Substantiation required before reimbursing expenses
3 · Compensation committee
3 · Form 990 of other organizations
3 · Written employment contract
3 · Compensation survey or study
3 · Approval by the board or compensation committee

Answered no

4a · Severance or change-of-control payment
4b · Supplemental nonqualified retirement plan
4c · Equity-based compensation arrangement
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
7 · Other non-fixed payments
8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

AMERICAN SYMPHONY ORCHESTRA

$1,199,817

SUPPORT

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

BARD COLLEGE BERLIN A LIBERAL ARTS UNIVERSITY GGMBH

501(C)(3) · EDUCATION · GM · controlled entity

Directly controlled by BARD COLLEGE
SIMON'S ROCK IN MONTSERRAT EDUCATION FOUNDATION INC

501(C)(3) · EDUCATION · MH · controlled entity

Directly controlled by BARD COLLEGE

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

BARD BERLIN RE LLC

REAL ESTATE · NY · income $252,502 · assets $486,475

Directly controlled by BARD COLLEGE

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

KW RESIDENCES GMBH & CO KG

RELATED · REAL ESTATE · GM · 50% owned · share of income $385,244 · share of assets $8,397,983 · general or managing partner

Directly controlled by BARD COLLEGE
PANKOW RESIDENCES LLC

RELATED · REAL ESTATE · NY · 58.8% owned · share of income $252,502 · share of assets $486,475 · general or managing partner

Directly controlled by BARD COLLEGE

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

BARD REAL ESTATE GMBH

C · REAL ESTATE · GM · 100% owned · share of income $101,961 · share of assets $5,749,566 · controlled entity

Directly controlled by BARD BERLIN
KW RESIDENCES GP GMBH

C · REAL ESTATE · GM · 58.8% owned · share of income -$7,520 · share of assets $298,796

Directly controlled by PANKOW RESIDENCES LLC
BARD ASIA LIMITED

C · EDUCATION · CH · 100% owned · share of income -$417,149 · share of assets $196,154

Directly controlled by BARD COLLEGE

Provenance

Return type: form_990
Tax year: 2023
Filed: 15 May 2025
IRS schema version: 2023v6.0
Source object: 202521359349310292

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