Should The Ivy League Lose It's Tax Exempt Status?

<p>It’s not about taxing the Ivies. It’s about taxing the endowments that are so exorbitantly large that they can afford a small tax. I believe MA has proposed a 2.5% tax on all endowments larger than $1 billion.</p>

<p>But there are some other things to consider. Should public schools with endowments that large (say, Michigan) be taxed? After all, these schools are typically receiving fewer and fewer tax dollars anyway, so it’s as though they’re being taxed anyway.</p>

<p>I don’t think all the Ivies should be taxed. I think that those with insanely large endowments–Harvard, Yale, Stanford, Princeton, MIT–should pay a small tax.</p>

<p>Of course, where’s the threshold? That would be the hardest part to decide. And believe it or not, a 2.5% tax is pretty substantial. If we were to tax large endowments, and not just extremely high ones, we’d have to make the tax progressive. If that were the case, then some might argue that we tax not just large endowments, but small ones too.</p>

<p>Then again, these organizations are still nonprofit. Nonprofits are not necessarily tax-exempt, though. So while we aren’t taxing profit, we might be taxing for the sake of getting these universities to do more for low-income students. Harvard just recently announced its new policy for middle- and upper-middle-income families. That’s great. But how is Harvard helping out low-income students? Sure, it’s generous to the low-income students who are already there, but there are only some 10% Pell Grantees. So it’s hard to see how much good Harvard is doing as far as socioeconomics goes. Schools like Berkeley, UCLA, etc. do far better.</p>

<p>It’s a sticky subject that will probably take a decade to figure out.</p>

<p>I don’t think educational institutions should be taxed under any circumstances.</p>

<p>Should state schools be privatized? Private schools seem to do a much better job of managing their assets.</p>

<p>I would be for making endowment earnings taxable (both public and private) so long as direct state and local taxpayer support is withdrawn from public colleges and universities.
This would be a step in both leveling the playing field and giving the tax payer a break. Plenty of other needs in society other than providing an entitlement for the middle class and above.</p>

<p>This is a tough call, indeed. The date for a friend of mine works for Harvard Management, the investment arm of the university. Apparently it seems the interest alone from the investments is sufficiently high enough to meet the budget needs of the school, thereby bringing up a valid question: what is the true mission and charter of the college? Why charge tuition at all? The college made a substantial purchase of valuable land in the Boston area not too long ago, at a price tag few others could possibly afford. </p>

<p>While a tax on colleges seems to be a self-defeating purpose, there is more talk of perhaps increases in voluntary donations to the communities that provide municipal services. I recall Stonehill College and the town of Easton, MA agreeing to such an arrangement recently.</p>

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<p>If the interest was not enough, the school would have to dip into its capital, and soon, no more investment and no more Harvard. </p>

<p>The school bought land because it is expanding its mission and operations. That’s what it has done over the centuries. That’s what every other institution of education has done.</p>

<p>The issue of how much Harvard should provide in voluntary contributions is separate from whether it–and other Ivy League schools–should be tax exempt. Lots of people, including myself, would argue it should contribute far more than it currently does.</p>

<p>JW–do you believe Wesleyan’s endowment should also be taxed?</p>

<p>We should definitely not be taxing these institutions, no matter how wealthy they are. A lot of the revenue they receive from the endowment (in interest) goes towards extending programs which ultimately leads to the creation of more jobs. Communities not only benefit from the new jobs, but also from the programs themselves (which are often open to the community). For example, rural communities would not have access to world class theatre and performance art which is brought into town through the school. In addition, if you look up any ranking of the best hospitals in the country, university hospitals are always among the best. Financially, many other hospitals struggle, but because universities have access to vast resources, they often give the highest quality medical care, as well as develop and implement some of the most cutting-edge techniques and procedures.</p>

<p>I feel that the freedom that our country has given to our universities is what has enabled them to be among the best in the world. Because of this, we continue to benefit by being able to recruit the best and brightest students and professors from other countries. Undoubtedly, we all benefit from the success of our universities.</p>

<p>I could imagine (as I’m sure many others have recently) a system where the earnings on charitable endowments in excess of $___ billion were taxed. I think the issue with the “Ivies” (including similar institutions) is not that they are training future investment bankers – I doubt any of us wants more helpful government regulation of what or whom universities teach, and in any event at a major university training undergraduates who wind up getting jobs with investment banks is a pretty small piece of the whole – but that some of them have endowments that seem to outstrip any legitimate use in which the public has some interest.</p>

<p>The public has interest in new scientific and medical discoveries that are funded by those endowments.</p>

<p>Politician’s thought process:

  1. Gee, that’s a big pile of money.
  2. Let’s tax it.</p>

<p>if there were a tax on any endowment over a billion, I think we’d just see schools dividing themselves up (so Harvard Med would seperate from Harvard College, Law, Business, Divinity, etc.) and each having endowments just under a billion. Alternately, schools could spin off their endowments into private foundations that just happened to give items or scholarships to particular colleges. I believe this is one way that state colleges in places that have banned race-based affirmative action are getting around those policies–by having private foundations give out diversity scholarships.</p>

<p>None of this this would bring in a lot of tax revenue but would create a lot of red tape and cut down on the ability for universities to do interdisciplinary work.</p>

<p>Sure, I have no problem taxing the Ivy’s, Stanford and MIT on their football revenue, so long as we do the same for USC, SMU, Wake Forest and Duke also. Oh … sorry, I didn’t realize the point of this thread was to beat up on wealthy Blue State institutions.</p>

<p>From NACUBo 2007, a list of 76 institutions of higher education with endowments in excess of $1 billion. Quite a few state universities are on it.</p>

<p><a href=“http://www.nacubo.org/Images/All%20Institutions%20Listed%20by%20FY%202007%20Market%20Value%20of%20Endowment%20Assets_2007%20NES.pdf[/url]”>http://www.nacubo.org/Images/All%20Institutions%20Listed%20by%20FY%202007%20Market%20Value%20of%20Endowment%20Assets_2007%20NES.pdf&lt;/a&gt;&lt;/p&gt;

<p>“Oh … sorry, I didn’t realize the point of this thread was to beat up on wealthy Blue State institutions.”</p>

<p>I don’t think too many conservatives support raising taxes, even on bastions of liberalism like the Ivies.</p>

<p>Um, if you go back a few months there are (at least) two previous threads on this topic. The earlier of these referenced the article that first suggested taxing of Ivy endowments. And yes, it was suggested by a conservative. As I noted at the time, “peculiar position for a writer who advocates keeping the government out of private affairs.”</p>

<p>First, it is a misconception that universities pay not taxes. All major universities pay substantial taxes, just not income taxes. MIT pays over $25 million a year in property taxes alone to the city of Cambridge, and Harvard pays around $15 million. In addition, both schools make substantial payment in lieu of taxes (PILOT) for city services. </p>

<p>They are also among the largest employers in the local area and pay vast amounts in salaries, wages, and fringe benefits. Harvard has over 16,000 employees and MIT over 10,000. These jobs generally pay much higher salaries than average jobs in the state. They are also much less affected by economic downturns. It is also estimated over 100,000 Boston Area jobs are the direct result of Harvard and MIT technology or started by Harvard/MIT faculty or alumns. </p>

<p>Purchases of goods and services, construction costs, and other capital expenses by universities help fuel the area’s economy. Both MIT and Harvard each spend around $1 billion yearly on goods and service that directly impact the local economy. The top 8 universities in the Boston area generated over $7 billion in business for the local economy annually. </p>

<p>If a tax on wealth is going to be charged to universities, there is no reason that churches, charitable foundations and many other non-profits should not be taxed as well. There is certainly bigger fish to fry if one is looking at generating increased tax revenue. Some of the largest US corporations pay minimal income taxes. Microsoft, one of the largest employers In Washington State, pays no state income taxes, all its sales of licenses are channeled through a corporation in Nevada, which pays no local taxes. IBM saves billions annually in federal income taxes through the use of foreign susbsidiaries. </p>

<p>By every economic measure, imposing a tax on the largest university endowments would results in very questionable benefits and definitive negative effects. </p>

<p>It is hard to see how local or state governments would do a better job at allocating the funds for educational purposes that they would divert from the endowments. </p>

<p>If the pupose is to fill a projected shortfall of state and local tax revenues because of the poor economy, then the tax is even more questionable. This would effectively be a wealth tax, socking it to biggest contributors to the local economy. The consequences would be far worse as the rapidly growing budgets of the universities would be trimmed to accommodate the tax. Over a third of the operating budget of major universities schools directly comes from their endowments, as compared to less than 15% twenty years ago. A tax on endowment would be simply passed on as a cost of doing business and have a negative multiplier effect. Any reduction in endowment funds would result in less spending on everything from new construction, purchase of outside services, hiring of new employees. It would also result in fewer research contracts with corporations or the Federal government as the necessary facilities would be delayed. </p>

<p>There is simply no credible economic analysis that such a harebrained scheme would have any net positive impact. Some people promote the tax as a form of punishment on greedy universities, which is simply naive. Executives of universities make only a tiny fraction of the incomes of corporations of similar size. They don’t get free stock options or sell their shares at huge profits before the organization tanks. Universities don’t get any bailouts when they screw up and therefore have to be conservative in their spending. It would be quite an irony to punish universities for prudent financial management just as entire industries are being shaken by mismanagement or outright fraud.</p>

<p>Boston College paid $267,000 to the City of Boston in lieu of taxes in 2007. BC wants to turn a building in Boston into a dorm but the building currently generates $424,000 in property taxes. Menino has opposed the move but I’d guess that an additional $424,000 in lieu of taxes would change his mind.</p>

<p>One aspect of the taxation of universities is the property tax issue. I guess another is the income issue.</p>

<p>I don’t know if they should. I do know that some schools have been investigated by Congress because there is a growing concern that top privates don’t spend enough of their endowment to qualify as non profit.</p>

<p>The idea of taxing colleges with large endowments seems analogous to the maximum amount on which one can claim mortgage interest. One can borrow up to $1mm and the interest on that is tax-deductible, but over that it is not. Along the same lines, proposing something like exempting the earnings on the first billion of endowment seems reasonable, but taxing everything above that. I’m not normally a big fan of taxes, but some of these endowments are just obscenely large relative to the rest of the educational world. Is that healthy for the system?</p>