2026-05-13T15:12:21+00:00 2025-06-30 135565207 KPMG LLP 515 Broadway 4th Floor Albany NY 12207 990 2024-07-01 150532200 Trustees of Hamilton College TRUS 3158594011 198 College Hill Road Clinton NY 13323 Karen Leach VP, Administration & Finance 3158594313 2026-05-13 true Stephanie Lonczak P01880207 5184274600 2026-05-13 2024 2025-03-06 01:10:19Z Steven Tepper 198 College Hill Road Clinton NY 13323 615718235 false X www.hamilton.edu X 1812 NY Hamilton College prepares students for lives of meaning, purpose, and active citizenship. Guided by the motto "Know Thyself," the College emphasizes intellectual growth, flexibility, and collaboration in a residential academic community. Hamilton students learn to think independently, embrace difference, write and speak persuasively, and engage issues ethically and creatively. One of America's first liberal arts colleges, Hamilton enables its students to effect positive change in the world. 37 36 2502 1000 -946079 32166396 22882824 160340821 172555339 113500627 153313158 795584 22161 306803428 348773482 55283137 61279481 0 0 97775298 102938025 0 0 7146387 90575261 84798649 243633696 249016155 63169732 99757327 1783685089 1984043471 196649500 249055028 1587035589 1734988443 A liberal arts college chartered in 1812, Hamilton College has an enrollment of approximately 2,000 students, representing 50 states and 61 countries, and offers 59 areas of study. Hamilton also offers pre-professional/cooperative programs in business, education, engineering, law, and medicine, and the opportunity to study abroad in numerous foreign destinations. The College's open curriculum gives students the freedom to shape their own liberal arts education within a research- and writing-intensive framework. The College also sponsors 29 varsity athletic programs affiliated with the NCAA Division III, in addition to many club and intramural sports offerings. Approximately 150 other student clubs and organizations in a variety of interests and disciplines help to further enrich student development. false false 208164695 61279481 172555339 Providing a liberal arts education to approximately 2,000 undergraduate students, Hamilton College is committed to its tradition of being a school of opportunity and provides financial aid packages to approximately 50% of its students. The College's full time faculty was 244 and most hold the highest obtainable degree in their field. Summer recreation programs that provide opportunities for children and students to participate in team and individual sports and develop character and sportsmanship. 208164695 true true false true false true false true false true true true false false true true true false true true true false true false false false false true true true true false false false false false false false false true false true true false false true true true true false false true X 3135 0 true 2502 true true true true SP FR false false false false false false false false true true X 37 36 false false false false false false false true true false false false false true true true true true true true false false NY X Hamilton College Business Office 3158594313 198 College Hill Road Clinton NY 13323 David M Solomon Chair 5.0 0.0 X X 0 0 0 Linda E Johnson Vice Chair 5.0 0.0 X X 0 0 0 Robert V Delaney Jr Vice Chair 5.0 0.0 X X 0 0 0 Steven Tepper President 40.0 0.0 X X 383928 0 64937 Alexander C Sacerdote Trustee 3.0 0.0 X 0 0 0 Amy Owens Goodfriend Trustee 2.0 0.0 X 0 0 0 Aron J Ain Trustee 2.0 0.0 X 0 0 0 Christopher P Marshall Trustee 2.0 0.0 X 0 0 0 Daniel Fielding Trustee 2.0 0.0 X 0 0 0 Daniel T Nye Trustee 2.0 0.0 X 0 0 0 Edvige Jean-Francois Trustee 2.0 0.0 X 0 0 0 Elizabeth Fox Keogh Trustee (07/2024) 2.0 0.0 X 0 0 0 Eric F Grossman Trustee 2.0 0.0 X 0 0 0 Gillian B Zucker Trustee (07/2024) 2.0 0.0 X 0 0 0 Gregory T Hoogkamp Trustee 2.0 0.0 X 0 0 0 Imad I Qasim Trustee 2.0 0.0 X 0 0 0 Jack R Selby Trustee 2.0 0.0 X 0 0 0 Josie M Collier Trustee (07/2024) 2.0 0.0 X 0 0 0 Julia K Cowles Trustee 2.0 0.0 X 0 0 0 Kathleen Corsi Trustee 2.0 0.0 X 0 0 0 Kevin J O'Donnell Trustee 2.0 0.0 X 0 0 0 Lea Haber Kuck Trustee 2.0 0.0 X 0 0 0 Lindsey L Rotolo Trustee 2.0 0.0 X 0 0 0 Mark T Fedorcik Trustee 2.0 0.0 X 0 0 0 Mason P Ashe Trustee 2.0 0.0 X 0 0 0 Monique Holloway Trustee 2.0 0.0 X 0 0 0 Montgomery G Pooley Trustee 2.0 0.0 X 0 0 0 Nancy Roob Trustee 2.0 0.0 X 0 0 0 Peter B Coffin Trustee 2.0 0.0 X 0 0 0 Philip L Hawkins Trustee 2.0 0.0 X 0 0 0 Phyllis A Breland Trustee 2.0 0.0 X 0 0 0 R Christopher Regan Trustee 2.0 0.0 X 0 0 0 Richard Bernstein Trustee 3.0 0.0 X 0 0 0 Robert S Morris Trustee (thru 12/6/24) 2.0 0.0 X 0 0 0 Ronald R Pressman Trustee 2.0 0.0 X 0 0 0 Sharon D madison Trustee 2.0 0.0 X 0 0 0 Stuart P Ingis Trustee (07/2024) 2.0 0.0 X 0 0 0 William C Schmoker Trustee 2.0 0.0 X 0 0 0 Gillian M King Chief of Staff and Secretary 40.0 0.0 X 231309 0 33314 Karen L Leach VP Admin & Finance 40.0 0.0 X 417820 0 158410 Christopher D Card VP Student Affairs 40.0 0.0 X 259399 0 67597 Heather Martinez AVP for Finance and Controller 40.0 0.0 X 165964 0 33714 John McLaughlin VP Enrollment Management 40.0 0.0 X 210722 0 53327 Joseph M Shelley VP for Library and Information Technology 40.0 0.0 X 264277 0 31108 Lauren K Jacobson Chief Investment Officer 40.0 0.0 X 1708986 0 1054737 Lori R Dennison VP Advancement 40.0 0.0 X 373354 0 94440 Monica C Inzer VP Enrollment Management 0.0 0.0 X 304812 0 40257 Ngonidzashe Munemo VP Academic Affairs 40.0 0.0 X 327464 0 94660 Sean T Bennett VP Diversity 40.0 0.0 X 220071 0 25303 Frank M Anechiario Professor 40.0 0.0 X 283245 0 37030 Jonathan T Hind Director of Athletics 40.0 0.0 X 236622 0 43945 Kathleen Khadder Deputy Chief Investment Officer 40.0 0.0 X 751378 0 3074 Michael E Klapmeyer AVP Facilities and Planning 40.0 0.0 X 235838 0 26821 Spencer Polaske Director of Investments 40.0 0.0 X 347889 0 51690 David Wippman Former President 0.0 0.0 X 904010 0 129348 7627088 0 2043712 248 true true false Parkhurst Dining LLC 285 East Waterfront Drive Suite 200 Homestead PA 15120 Catering 10705565 Lechase Construction Services Llc 205 Indigo Creek Drive Rochester NY 14626 Construction 9278792 Consigli Construction Co Inc 72 Summer Street Milford MA 01757 Construction 8463122 Siemens Industry Inc c/o Citibank PO Box 2134 Carol Stream IL 601322134 Construction 2926531 Danish Institute for Study Abroad Dept CH19918 Palatine IL 600559918 Study Abroad 2470785 113 0 0 0 0 1024379 21858445 5021037 22882824 Tuition and Fees 611310 134300272 134300272 0 0 Room & Board 611310 33094257 33094257 0 0 Auxiliary Operations 611310 225901 225901 0 0 Application Fees 611310 173032 173032 0 0 State Grants & Contracts 611310 1465662 1465662 0 0 3296215 3296215 0 0 172555339 19773856 0 -986917 20760773 0 0 0 0 0 0 0 0 8834 0 200055 0 -191221 0 -191221 0 0 -191221 400284000 0 266744698 0 133539302 0 133539302 0 0 133539302 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 College Store 459210 133194 0 0 133194 Vending & Laundry Commissions 812320 60669 0 0 60669 Bed & Breakfast Revenue 721191 19519 0 40838 -21319 0 0 0 0 213382 348773482 172555339 -946079 154281398 359157 359157 54923128 54923128 5997196 5997196 0 0 6496629 569817 5459018 467794 78787 78787 0 0 73448051 67260228 2207194 3980629 6265974 5591042 347416 327516 10784677 9496062 734609 554006 5863907 5013494 528450 321963 0 0 0 0 1253142 686034 554339 12769 497506 10025 487456 25 14601 0 14601 0 0 0 11506201 0 11506201 0 2329917 4141078 -2197709 386548 138094 92535 45559 0 13312280 6486529 6434050 391701 3944981 3155985 788996 0 0 0 0 0 5192012 5147571 34863 9578 7863730 7059143 589770 214817 0 0 0 0 432759 340235 86674 5850 6747227 6409865 337362 0 0 0 0 0 14648268 14267413 234372 146483 1774457 67781 1706676 0 Food Service 8509822 8509822 0 0 Special Programs and Events 931036 272970 43256 614810 Prizes and Awards 836243 836243 0 0 Resident Assistant Room Charges 664014 664014 4202359 728541 3761920 -288102 249016155 208164695 33705073 7146387 0 0 0 0 0 0 67492240 83066083 21609479 16981437 1989789 1914318 0 0 0 0 0 0 816665 837267 2604841 2122179 671537187 367671793 280061063 303865394 495731621 554259499 907566934 985623010 22374 29004825 0 0 5790083 6369459 1783685089 1984043471 11795031 19319969 0 0 0 0 61488433 106387053 0 0 0 0 0 0 100675548 99701843 22690488 23646163 196649500 249055028 X 370627193 414172910 1216408396 1320815533 0 0 0 0 0 0 1587035589 1734988443 1783685089 1984043471 X 99757327 48184667 0 0 0 10860 X false true true true true X 60690458 34388633 33100081 32166396 22882824 183228392 0 0 60690458 34388633 33100081 32166396 22882824 183228392 16282191 166946201 10743693 2709228 14014212 13822767 20769607 62059507 6584078 6584078 0 0 0 502733 172544 675277 252547254 779161054 0.66105 0.6981 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0.0 0 0.0 X 0 0 0 0 0 0 Schedule A, Part II, Line 10 Other Income DESCRIPTION - BED & BREAKFAST REVENUE, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - 229047.0, COLUMN E - -21319.0, COLUMN F - 207728.0; DESCRIPTION - VENDING & LAUNDRY COMMISSIONS, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - 138476.0, COLUMN E - 60669.0, COLUMN F - 199145.0; DESCRIPTION - COLLEGE STORE, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - 135210.0, COLUMN E - 133194.0, COLUMN F - 268404.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 673 false true 13928 14601 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY The College pays membership dues to the National Association of Independent Colleges and Universities. Approximately 8% of our annual dues is attributed to lobbying activities. Additionally the College paid American Council on Education for Endowment Tax Coalition Support. In addition, there were direct expenses related to traveling to meet with legislators. 15 16 0 0 574541 830156 1251797 2868117 true true 993200 16069954 X X X X Teaching false 1361639000 7147000 193751365 26180907 27671093 11654365 1497031000 1282403000 9394000 120157617 25035717 14388283 10891617 1361639000 1275562180 16892000 57194487 22973106 30534894 13737667 1282403000 1411536349 23274831 -103621409 19769757 26048243 9809591 1275562180 1020321000 44748349 401883304 18516311 25533689 11366304 1411536349 0.1824 0.8159 0.0017 true false 0 41885138 41885138 0 427839591 283284745 144554846 0 0 0 0 0 155806681 84387048 71419633 0 46005777 0 46005777 303865394 Closely-held equity interests Financial derivatives Hedge Funds 311711022 F Private Equity 543882700 F Real Estate 75872489 F Energy 50309485 F Faculty Mortgages 3847314 F 985623010 Federal Income Taxes Annuity Payable 14116237 Donor Advised Funds 2868117 Deposits and Advances 2673525 Asset Retirement Obligation 2050763 Post Retirement Benefit Obligations 1937521 23646163 X 385652003 48184667 0 0 0 48184667 337467336 11506201 -200055 11306146 348773482 237710009 0 0 237710009 11506201 -200055 11306146 249016155 Schedule D, Part III, Line 4 Collections of art - description of collections While the ultimate purpose of the Museum is to increase the educational scope and opportunity for appreciation of the fine arts by Hamilton's students, it also seeks to enrich campus cultural life in general, as well as contribute to the cultural enrichment of the surrounding community. The collection includes more than 4,000 works of art, with strengths in American prints and works on Paper, British art of the 20th century, ancient vases and glass, and Native American and Pre-Columbian art. Schedule D, Part V, Line 4 Intended uses of endowment funds Endowment funds are used largely for scholarships, professorships and other academic programs of the College including support for the library, research activities, and internship support for students. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The College recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. Recognized income tax positions are measured at the largest amount that is greater than 50% likely of being realized. Changes in recognition or measurement are reflected in the period in which the change in judgment occurs. The College believes it has taken no significant uncertain tax positions. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Rental Expenses - -200055 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Rental Expenses - -200055 true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY The College complies with the publicity requirement in section 4.03 of Revenue Procedure 75-50 by making its nondiscriminatory policy as to students known to all segments of the general community served by the school. Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT The College receives federal funding from the SEOG, Pell and federal work study program for scholarship aid to students. We also receive funding from the NYS Higher Education Opportunity Program and NYS Aid to Private Colleges. true Central America and the Caribbean Investments Endowment Investments 766328422 Europe (Including Iceland and Greenland) Investments Endowment Investments 32642325 Europe (Including Iceland and Greenland) 2 6 Program Services Hamilton Study Abroad 2321363 Central America and the Caribbean Program Services Research activities 18000 East Asia and the Pacific Program Services Research activities 4664 Europe (Including Iceland and Greenland) Program Services Research activities 197587 Middle East and North Africa Program Services Research activities 3890 North America (Canada & Mexico only) Program Services Research activities 191431 Russia and Neighboring States Program Services Research activities 1400 South America Program Services Research activities 2400 South Asia Program Services Research activities 21097 Sub-Saharan Africa Program Services Research activities 4732 Europe (Including Iceland and Greenland) Grantmaking 4861546 East Asia and the Pacific Grantmaking 1078029 South America Grantmaking 9474 Sub-Saharan Africa Grantmaking 48147 2 6 0 0 2 6 807734507 0 807734507 Financial aid while studying abroad Europe (Including Iceland and Greenland) 104 4861546 Check Financial aid while studying abroad East Asia and the Pacific 22 1078029 Check Financial aid while studying abroad South America 1 9474 Check Financial aid while studying abroad Sub-Saharan Africa 1 48147 Check true false true true true true Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds The College follows federal guidelines for determining the financial need of each student. The College Board Profile, FAFSA (Free Application for Federal Student Aid), and other documents provide the College with information to determine financial need. Grants and scholarships are awarded based on demonstrated need of each student and credited directly to the student's account. Grants are reviewed annually for compliance by an independent audit firm. Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual true MVHS Foundation 1676 Sunset Ave Utica NY 13502 223078768 501(C)(3) 250000 Grant to support local healthcare Clinton Central School District 75 Chenango Ave Clinton NY 13323 156002171 Governmental 19175 Town Gown Grant to support local school Clinton Kirkland improvement Corp PO Box 45 Clinton NY 13323 880646709 501(C)(3) 15000 Town Gown Grant to support local economic development Clinton Central School Foundation 75 Chenango Ave Clinton NY 13323 161413396 501(C)(3) 13000 Town Gown Grant to support local school activities Country Pantry PO Box 76 Clinton NY 13323 843400043 501(C)(3) 12800 Town Gown Grant to support local pantry COCVAC PO Box 399 Clinton NY 13323 237113207 501(C)(3) 12000 Town Gown Grant to support local ambulance services Clinton Early Learning Center 81 College Hill Road Clinton NY 13323 161019364 501(C)(3) 11455 Town Gown Grant to support local childcare center Clinton Fire Department PO Box 134 Clinton NY 13323 300504957 Govermental 10777 Town Gown Grant to support local fire department Kirkland Town Library 55 1/2 College Dr Clinton NY 13323 150543588 501(C)(3) 7500 Town Gown Grant to support local library Clinton Historical Society PO Box 42 Clinton NY 13323 161082669 501(C)(3) 7450 Town Gown Grant to support local historical society 10 0 College Funded Scholarships 683 32740970 Special Scholarships 221 12502903 General Scholarships 1 41459 Prizes and Awards 155 8815615 Federal Grants 64 223223 NYS TAP 10 551058 Private Gifts 1 47900 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds The College follows federal guidelines for determining the financial need of each student attending programs in the United States. The College Board Profile and the FAFSA (Free Application for Federal Student Aid) provide the College with information to determine financial need. Grants and scholarships are awarded based on the demonstrated need of each student and credited directly to the student's account. X X X X X true true X X X X false false false false false false false true false David Wippman Former President 391431 0 0 0 512579 0 73586 0 55762 0 1033358 0 460915 0 Steven Tepper President 380409 0 0 0 3519 0 0 0 64937 0 448865 0 0 0 Karen L Leach VP Admin & Finance 401541 0 0 0 16279 0 133303 0 25107 0 576230 0 0 0 Gillian M King Chief of Staff and Secretary 228543 0 0 0 2766 0 23118 0 10196 0 264623 0 0 0 Lauren K Jacobson Chief Investment Officer 645000 0 1062500 0 1486 0 1044483 0 10254 0 2763723 0 662500 0 Lori R Dennison VP Advancement 362320 0 0 0 11034 0 34500 0 59940 0 467794 0 0 0 Monica C Inzer VP Enrollment Management 186838 0 0 0 117974 0 38723 0 1534 0 345069 0 103420 0 Ngonidzashe Munemo VP Academic Affairs 326963 0 0 0 501 0 32840 0 61820 0 422124 0 0 0 Joseph M Shelley VP for Library and Information Technology 262890 0 0 0 1387 0 26600 0 4508 0 295385 0 0 0 Christopher D Card VP Student Affairs 258812 0 0 0 587 0 26250 0 41347 0 326996 0 0 0 Sean T Bennett VP Diversity 218602 0 0 0 1469 0 22060 0 3243 0 245374 0 0 0 John McLaughlin VP Enrollment Management 210508 0 0 0 214 0 21083 0 32244 0 264049 0 0 0 Heather Martinez AVP for Finance and Controller 165734 0 0 0 230 0 7510 0 26204 0 199678 0 0 0 Spencer Polaske Director of Investments 247666 0 100000 0 223 0 34500 0 17190 0 399579 0 0 0 Frank M Anechiario Professor 280759 0 0 0 2486 0 28220 0 8810 0 320275 0 0 0 Michael E Klapmeyer AVP Facilities and Planning 234326 0 0 0 1512 0 23623 0 3198 0 262659 0 0 0 Jonathan T Hind Director of Athletics 233787 0 0 0 2835 0 24207 0 19738 0 280567 0 0 0 Kathleen Khadder Deputy Chief Investment Officer 400000 0 350000 0 1378 0 0 0 3074 0 754452 0 0 0 Schedule J, Part I, Line 1a First-class or charter travel The College requires that the President, the VP for Academic Affairs and the VP for Student Affairs reside on campus as a condition of their employment; therefore, College owned housing is provided for them. In addition, the College pays for reasonable costs of housekeeping to maintain the president's residence. Business class air travel is allowed for members of senior staff only when the travel is overseas or cross-continental. The cost of travel for a companion is allowed for the president only. Other services provided to the president include payment for membership in one club in Manhattan, such as the Princeton Club or the University Club, for the purpose of meeting with College constituents, sponsoring College events and otherwise conducting College business. Because these benefits are nontaxable, they are not included in the employees' Form W-2. However, they are included in Part II, column D of Schedule J. Schedule J, Part I, Line 7 Non-fixed payments A contractual bonus is paid to the Chief Investment Officer. A discretionary bonus is paid to the Directors of Investments and Deputy Chief Investment Officer as determined by the CIO and Chair of the Investment Committee based on their performance. A Oneida County Local Development Corporation Series 2021 273190422 682440CN0 2021-02-18 46607521 Major renovations of campus buildings and refunding Series 2002 Bonds false false false B ONEIDA COUNTY LOCAL DEVELOPMENT CORPORATIN SERIES 2024A 273190422 682440DL3 2024-10-09 45751280 Design, construction and equipping of an approximately 37,000 square foot academic building. false false false C ONEIDA COUNTY LOCAL DEVELOPMENT CORPORATION SERIES 2024B 273190422 682440EC2 2024-10-09 18296683 REFUND OF SERIES 2013 BONDS ISSUED ON 7/2/13 USED TO COMPLETE CONSTR OF THE THEATR/STUDIO ARTS BLDG false false false A 0 0 47973235 0 0 0 463379 0 0 47508403 0 1453 2024 true false false true B 0 0 46597109 0 0 0 472802 0 0 16078258 0 30046049 false false false true C 0 0 18296861 0 0 0 180975 0 0 18059393 56493 2024 true false true true A false false true true false false 0.0 0.0225 0.0225 false false 0 false true B false false false false false false 0.0 0.0 0.0 false false 0 false true C false false false false false false 0.0 0.0 0.0 false false 0 false true A false false false true false false 0 false false false 0 false false true B false false false true false false 0 false false false 0 false false true C false false false true false false 0 false false false 0 false false false A true B true C true Schedule K, Part II, Line 3 Columns A-C The difference between the total on Line 3, Part II and column (e) in Part I is due to investment earnings. Schedule K, Part V Different Procedures to Undertake Corrective Action Issuer name: Oneida County Local Development Corporation Series 2021 NA Schedule K, Part IV, Line 2c COLUMN A Issuer name: Oneida County Local Development Corporation Series 2021 The calculation for computing no rebate due was performed on 03/14/2024 Schedule K, Part V Different Procedures to Undertake Corrective Action Issuer name: ONEIDA COUNTY LOCAL DEVELOPMENT CORPORATIN SERIES 2024A N/A Schedule K, Part IV, Line 2c COLUMN B Issuer name: ONEIDA COUNTY LOCAL DEVELOPMENT CORPORATIN SERIES 2024A The calculation for computing no rebate due was performed on 10/09/2025 Schedule K, Part V Different Procedures to Undertake Corrective Action Issuer name: ONEIDA COUNTY LOCAL DEVELOPMENT CORPORATION SERIES 2024B N/A Schedule K, Part IV, Line 2c COLUMN C Issuer name: ONEIDA COUNTY LOCAL DEVELOPMENT CORPORATION SERIES 2024B The calculation for computing no rebate due was performed on 10/09/2024 James G King Spouse of key employee 60700 Professor Physical Education false Allison McLaughlin Spouse of key employee 18087 Collections Specialist false 10 993200 Other - Appraisal 78 4007662 Other - Stock Exchange X Hosted Events 2 10425 Cost X Athletic Equipment 1 9750 Cost 6 false true true Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions College policy stipulates that gifts of securities are to be sold upon receipt. Investment firms are used to sell securities received as contributions. Schedule M, Part I Explanations of reporting method for number of contributions Art - Works of art - Number of contributions Securities - Publicly traded - Number of Contributions Other - Hosted Events Number of Contributions Other - Athletic Equipment Number of Contributions Form 990, Part VI, Line 11b Review of form 990 by governing body Form 990 was reviewed by the Audit Committee, a seven-member committee of the Board of Trustees. A copy was made available to all remaining Trustees before filing with the IRS with the exception of the donor information on Schedule B. Due to the confidential nature of Schedule B, the College has chosen not to disclose the names and addresses of its donors with the full board. Form 990, Part VI, Line 12c Conflict of interest policy Officers, trustees and key employees are required to complete a questionnaire regarding potential conflicts of interest on an annual basis. The questionnaires are reviewed by the Vice President for Administration and Finance and appropriate action is taken if necessary. The statements are maintained electronically on college premises. Form 990, Part VI, Line 15a Process to establish compensation of top management official The process for determining compensation for the President and Senior Officers of the College meets the three requirements of the rebuttable presumption provisions under Treas. Reg. 53.4958-6. The Senior Officers of the College include the Vice Presidents of Administration and Finance, Academic Affairs, Admissions and Financial Aid, Communications and development, LITS, Chief Investment Officer, and Chief of Staff and Secretary to the Board of Trustees. An annual review of comparability data from a national survey and a survey of 25 comparable schools, as well as a review of the Form 990 of other organizations is used to inform decisions. This information is reviewed by the Executive Compensation Sub-Committee of the Board, consisting of the Board Chair, Vice Chair, and the Chairs of the Budget and Finance Committee and the Audit Committee, who make a recommendation to the Board for approval. The Committee members are independent of management and free of any conflicts that would impair their judgment. Finally, the Executive Compensation Sub-Committee timely and thoroughly documents its decisions regarding compensation. Form 990, Part VI, Line 15b Process to establish compensation of other employees The process for determining compensation for the President and Senior Officers of the College meets the three requirements of the rebuttable presumption provisions under Treas. Reg. 53.4958-6. The Senior Officers of the College include the Vice Presidents of Administration and Finance, Academic Affairs, Admissions and Financial Aid, Communications and development, LITS, Chief Investment Officer, and Chief of Staff and Secretary to the Board of Trustees. An annual review of comparability data from a national survey and a survey of 25 comparable schools, as well as a review of the Form 990 of other organizations is used to inform decisions. This information is reviewed by the Executive Compensation Sub-Committee of the Board, consisting of the Board Chair, Vice Chair, and the Chairs of the Budget and Finance Committee and the Audit Committee, who make a recommendation to the Board for approval. The Committee members are independent of management and free of any conflicts that would impair their judgment. Finally, the Executive Compensation Sub-Committee timely and thoroughly documents its decisions regarding compensation. Form 990, Part VI, Line 19 Required documents available to the public Governing documents, conflict of interest policy and financial statements are posted on our website at www.hamilton.edu. Form 990, Part VIII, Line 2f Other Program Service Revenue Other Program Revenue - Total Revenue: 3296215, Related or Exempt Function Revenue: 3296215, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in annuity & life income - -317781; Net assets released from restriction, changes in restriction and other - 328641; Total - 10860; Hamilton Property Group LLC 198 College Hill Rd Clinton NY 13323 870835440 Rental NY 293877 759249 Trustees of Hamilton College Foundation Hamilton College Calle Castello Num 128 Piso BAJ Pta Madrid SP 28006 Education of Spanish language and culture SP Hamilton College true Hamilton in France 4 Rue de Chevreuse Paris FR 75006 Education of French Language and culture FR Hamilton College true Pooled Income Funds (2) 198 College Hill Rd Clinton NY 13323 Trust NY NA Trust true Charitable Remainder Annuity Trusts (2) 198 College Hill Rd Clinton NY 13323 Trust NY NA Trust true Charitable Remainder Unitrusts (12) 198 College Hill Rd Clinton NY 13323 Trust NY NA Trust true false false false false false false false false false false false false false false true false false true false See Schedule R Part VII Statement 1 R 850000 The College transfers cash to its Foundation in France for the purpose of funding the study abroad program there. See Schedule R Part VII Statement 1 R 1219946 The College transfers cash to its Foundation in Spain for the purpose of funding the study abroad program there. Hamilton In France O 154200 FMV Foundation Hamilton College O 138600 FMV