WILLIAMS COLLEGE: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WILLIAMS COLLEGE (EIN 04-2104847)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-12
IRS object ID
202301329349308795
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-12T22:30:18+00:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19600 Brownsboro Road Suite 400AddressLine1Txt
CityLouisvilleCityNm
State AbbreviationKYStateAbbreviationCd
ZIP402413902ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042104847EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Williams CollegeBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone4135974412PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1HOPKINS HALL PO BOX 67AddressLine1Txt
CityWILLIAMSTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01267ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL WAGNERPersonNm
Person TitleVP FOR FIN OPERATIONS TREASPersonTitleTxt
Signature2023-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastWAGNERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRachel SpurlockPreparerPersonNm
PTINP00520729PTIN
Phone5023263996PhoneNum
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1MAUD S MANDELBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1HOPKINS HALL PO BOX 67AddressLine1Txt
CityWILLIAMSTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01267ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,001,483,780GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WILLIAMS.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1793FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionWilliams College strives to achieve educational excellence by fostering a community of learning in collaboration with students, faculty, staff, devoted alumni and parents.ActivityOrMissionDesc
Voting Members Governing Body23VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee3466TotalEmployeeCnt
Total Volunteers5876TotalVolunteersCnt
Total Gross UBI$14,776,656TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$61,524,755PYContributionsGrantsAmt
CY Contributions Grants$52,670,194CYContributionsGrantsAmt
PY Program Service Revenue$121,030,996PYProgramServiceRevenueAmt
CY Program Service Revenue$165,448,560CYProgramServiceRevenueAmt
PY Investment Income$216,254,534PYInvestmentIncomeAmt
CY Investment Income$340,203,809CYInvestmentIncomeAmt
PY Other Revenue-$1,458,492PYOtherRevenueAmt
CY Other Revenue-$1,141,285CYOtherRevenueAmt
PY Total Revenue$397,351,793PYTotalRevenueAmt
CY Total Revenue$557,181,278CYTotalRevenueAmt
PY Grants And Similar Paid$47,273,738PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$59,546,287CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$151,815,953PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$156,674,096CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$9,125,552CYTotalFundraisingExpenseAmt
PY Other Expenses$111,282,096PYOtherExpensesAmt
CY Other Expenses$119,424,431CYOtherExpensesAmt
PY Total Expenses$310,371,787PYTotalExpensesAmt
CY Total Expenses$335,644,814CYTotalExpensesAmt
PY Revenues Less Expenses$86,980,006PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$221,536,464CYRevenuesLessExpensesAmt
Total Assets BOY$5,589,417,372TotalAssetsBOYAmt
Total Assets EOY$4,861,650,167TotalAssetsEOYAmt
Total Liabilities BOY$1,144,774,046TotalLiabilitiesBOYAmt
Total Liabilities EOY$995,428,821TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,444,643,326NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,866,221,346NetAssetsOrFundBalancesEOYAmt
MissionSEE SCHEDULE O.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$295,266,584ExpenseAmt
Grant$59,546,287GrantAmt
Revenue$165,448,560RevenueAmt
DescWILLIAMS IS AN INDEPENDENT LIBERAL ARTS COLLEGE FOR APPROXIMATELY 2,000 FULL-TIME UNDERGRADUATE AND 50 GRADUATE STUDENTS WHO COME FROM ALL OF THE 50 STATES and countries from around the world. THE WILLIAMS CURRICULUM OFFERS STUDY IN THE HUMANITIES, THE SOCIAL SCIENCES AND THE NATURAL SCIENCES AND COMBINES A BROAD EDUCATION WITH KNOWLEDGE OF ONE FIELD IN DEPTH. THE COLLEGE OFFERS THE BACHELOR OF ARTS DEGREE AT THE UNDERGRADUATE LEVEL. IN ADDITION, MASTER OF ARTS PROGRAMS IN POLICY ECONOMICS AND HISTORY OF ART ARE OFFERED.Desc
Total Program Service Expenses$295,266,584TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document3259IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3466EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryUKForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncYes (true)SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members23GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Kelly KervanBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4135974204PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 67AddressLine1Txt
CityWILLIAMSTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01267ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
MAUD MANDEL
PRESIDENT40.01.0Yes (X)Yes (X)$594,552$0$138,046
ALICE ALBRIGHT
TRUSTEE through February 20224.0Yes (X)$0$0$0
ELIZABETH ANDERSEN
TRUSTEE4.0Yes (X)$0$0$0
ELIZABETH ROBINSON
TRUSTEE/CHAIR6.0Yes (X)$0$0$0
ETHAN LASSER
TRUSTEE4.0Yes (X)$0$0$0
GREGORY WOODS
TRUSTEE4.0Yes (X)$0$0$0
GRETCHEN HOWARD
TRUSTEE4.0Yes (X)$0$0$0
JEFFREY HARLESTON
TRUSTEE4.0Yes (X)$0$0$0
JILLIAN CHARLES
TRUSTEE4.0Yes (X)$0$0$0
JONATHAN SOKOLOFF
TRUSTEE4.0Yes (X)$0$0$0
LEILA JERE
TRUSTEE4.0Yes (X)$0$0$0
MARIAM NAFICY
TRUSTEE4.0Yes (X)$0$0$0
MARK TERCEK
TRUSTEE4.0Yes (X)$0$0$0
MARTHA HOOPES
TRUSTEE4.0Yes (X)$0$0$0
MARTHA WILLIAMSON
TRUSTEE4.0Yes (X)$0$0$0
MICHELE JOHNSON ROGERS
TRUSTEE4.0Yes (X)$0$0$0
NATHAN SLEEPER
TRUSTEE4.0Yes (X)$0$0$0
NORIKO HONDA CHEN
TRUSTEE4.0Yes (X)$0$0$0
O ANDREAS HALVORSEN
TRUSTEE4.04.0Yes (X)$0$0$0
SARAH MOLLMAN UNDERHILL
TRUSTEE4.0Yes (X)$0$0$0
TIMOTHY BARROWS
TRUSTEE4.0Yes (X)$0$0$0
VALERIE DIFEBO
TRUSTEE4.0Yes (X)$0$0$0
VIDISHA PATEL
TRUSTEE4.0Yes (X)$0$0$0
WILLIAM FOOTE
TRUSTEE4.0Yes (X)$0$0$0
COLLETTE CHILTON
CHIEF INVESTMENT OFFICER40.0Yes (X)$1,816,881$0$621,355
DAVID LOVE
PROVOST, PROF OF ECONOMICS40.0Yes (X)$289,290$0$64,812
FREDERICK PUDDESTER
VP FOR FINANCE ADMIN TREAS through August 202140.0Yes (X)$393,147$0$49,253
JAMES REISCHE
VP OF COMMUNICATIONS40.0Yes (X)$241,620$0$62,650
KELI GAIL
SECRETARY OF THE COLLEGE40.0Yes (X)$248,232$0$50,115
LETICIA SMITH-EVANS HAYNES
VP for Institutional Diversity, Equity, and Inclusion40.0Yes (X)$235,112$0$63,004
MARLENE SANDSTROM
DEAN OF COLLEGE, PROF OF PSYCH40.0Yes (X)$298,176$0$62,286
MEGAN MOREY
VP OF COLLEGE RELATIONS40.0Yes (X)$374,523$0$97,245
MICHAEL WAGNER
VICE PRESIDENT FOR FINANCE OPERATIONS, TREASURER starting August 202140.0Yes (X)$252,221$0$24,046
SAFA ZAKI
DEAN OF THE FACULTY, PROF OF PSYCHOLOGY40.0Yes (X)$281,174$0$80,891
ABIGAIL WATTLEY
MANAGING DIRECTOR, INV OFFICE40.0$710,446$0$184,346Yes (X)
ANDREA DANYLUK
PROF OF COMPUTER SCIENCE, EMERITA40.0$278,569$0$20,158Yes (X)
BRADFORD WAKEMAN
MANAGING DIR / COO, INV OFFICE40.0$723,305$0$210,213Yes (X)
JULIA CROSBY
MANAGING DIRECTOR, INV OFFICE40.0$779,434$0$217,960Yes (X)
SEAN BURBANK
SENIOR ASSOCIATE through June 202140.0$255,529$0$9,952Yes (X)
DENISE BUELL
FORMER DEAN OF THE FACULTY, PROF OF RELIGION40.0$182,733$0$40,239Yes (X)
LEE PARK
Former Dean of the Faculty, Prof of Chemistry40.0$162,138$0$38,108Yes (X)
PROTIK K MAJUMDER
FORMER PRESIDENT, PROF OF PHYSICS40.0$190,095$0$77,668Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$8,307,177TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$2,112,347TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K313IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Clinical Research Sequencing Platform
415 Main StreetCambridgeMA02142Covid Testing$1,521,981
Leers Weinzapfel Assoc Architects Inc
75 Kneeland Street 3rd FloorBostonMA02111Architect$833,587
Payette Associates Inc
290 Congress Street Fifth FloorBostonMA02210Architect$732,611
Clifton Park Rental Center Inc
871 Main StreetClifton ParkNY12065Equipment Rental$619,620
Existing Conditions Surveys Inc
398 Columbus Avenue 334BostonMA02116Existing Condition Survey$485,275
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K44CntrctRcvdGreaterThan100KCnt
Government Grants$9,186,342GovernmentGrantsAmt
All Other Contributions$43,483,852AllOtherContributionsAmt
Noncash Contributions$17,513,600NoncashContributionsAmt
Total Contributions$52,670,194TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION, FEES, ROOM AND BOARD900099$157,073,084$157,073,084
AUXILIARY REVENUE721000$8,375,476$8,375,476

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$165,448,560TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$308,574TotalRevenueColumnAmt
Unrelated Business Revenue-$2,604,350UnrelatedBusinessRevenueAmt
Exclusion$2,912,924ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$2,309,501RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$3,450,786RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$1,141,285RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,141,285TotalRevenueColumnAmt
Exclusion-$1,141,285ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$778,684,796SecuritiesAmt
Other$2,062,155OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$439,142,532SecuritiesAmt
Other$1,709,184OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$339,542,264SecuritiesAmt
Other$352,971OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$339,895,235TotalRevenueColumnAmt
Unrelated Business Revenue$17,381,006UnrelatedBusinessRevenueAmt
Exclusion$322,514,229ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$557,181,278TotalRevenueColumnAmt
Related Or Exempt Func Income$165,448,560RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$14,776,656UnrelatedBusinessRevenueAmt
Exclusion$324,285,868ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$388,291TotalAmt
Program Services$388,291ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$58,395,838TotalAmt
Program Services$58,395,838ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$762,158TotalAmt
Program Services$762,158ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,906,178TotalAmt
Program Services$1,103,530ProgramServicesAmt
Management And General$1,780,666ManagementAndGeneralAmt
Fundraising$1,021,982FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$279,879TotalAmt
Program Services$194,152ProgramServicesAmt
Management And General$85,727ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$112,848,317TotalAmt
Program Services$95,771,814ProgramServicesAmt
Management And General$13,228,600ManagementAndGeneralAmt
Fundraising$3,847,903FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$9,666,319TotalAmt
Program Services$8,137,904ProgramServicesAmt
Management And General$1,194,307ManagementAndGeneralAmt
Fundraising$334,108FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$21,711,823TotalAmt
Program Services$18,578,234ProgramServicesAmt
Management And General$2,535,622ManagementAndGeneralAmt
Fundraising$597,967FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$8,261,580TotalAmt
Program Services$6,955,278ProgramServicesAmt
Management And General$1,020,747ManagementAndGeneralAmt
Fundraising$285,555FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$354,349TotalAmt
Program Services$12,585ProgramServicesAmt
Management And General$341,764ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$231,207TotalAmt
Program Services$8,653ProgramServicesAmt
Management And General$216,990ManagementAndGeneralAmt
Fundraising$5,564FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$63,206TotalAmt
Program Services$57,160ProgramServicesAmt
Management And General$3,596ManagementAndGeneralAmt
Fundraising$2,450FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$13,978,852TotalAmt
Program Services$12,641,805ProgramServicesAmt
Management And General$795,199ManagementAndGeneralAmt
Fundraising$541,848FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$195,386TotalAmt
Program Services$89,823ProgramServicesAmt
Management And General$104,301ManagementAndGeneralAmt
Fundraising$1,262FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$9,802,546TotalAmt
Program Services$9,100,958ProgramServicesAmt
Management And General$636,755ManagementAndGeneralAmt
Fundraising$64,833FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,447,403TotalAmt
Program Services$2,600,864ProgramServicesAmt
Management And General$767,070ManagementAndGeneralAmt
Fundraising$79,469FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,424,334TotalAmt
Program Services$6,047,468ProgramServicesAmt
Management And General$252,500ManagementAndGeneralAmt
Fundraising$124,366FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,116,793TotalAmt
Program Services$4,620,327ProgramServicesAmt
Management And General$316,021ManagementAndGeneralAmt
Fundraising$180,445FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$181,285TotalAmt
Program Services$147,729ProgramServicesAmt
Management And General$22,253ManagementAndGeneralAmt
Fundraising$11,303FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$11,640,555TotalAmt
Program Services$9,799,978ProgramServicesAmt
Management And General$1,438,231ManagementAndGeneralAmt
Fundraising$402,346FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$37,122,266TotalAmt
Program Services$32,840,842ProgramServicesAmt
Management And General$2,933,116ManagementAndGeneralAmt
Fundraising$1,348,308FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,858,782TotalAmt
Program Services$22,585ProgramServicesAmt
Management And General$1,836,197ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
FELLOWSHIPS, STUDENT PRIZES$4,895,459$4,854,250$41,209
EQUIPMENT RENTAL AND MAINTANCE$8,523,074$7,724,901$780,161$18,012
NON CAPPED PLANT EXPENSES$7,459,499$6,280,022$921,646$257,831
STUDENT ASSISTANCE$8,129,435$8,129,435

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$335,644,814TotalAmt
Program Services$295,266,584ProgramServicesAmt
Management And General$31,252,678ManagementAndGeneralAmt
Fundraising$9,125,552FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$24,351,966BOYAmt
EOY$34,553,578EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$107,157,011BOYAmt
EOY$58,707,500EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$65,888,519BOYAmt
EOY$51,311,460EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$914,268BOYAmt
EOY$3,427,077EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$170,749BOYAmt
EOY$115,427EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$13,321,829BOYAmt
EOY$13,758,901EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$264,865BOYAmt
EOY$304,234EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$14,666,783BOYAmt
EOY$18,330,821EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,223,456,170LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$524,170,903LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$716,994,549BOYAmt
EOY$699,285,267EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$45,176,823BOYAmt
EOY$41,338,940EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$4,581,354,597BOYAmt
EOY$3,925,302,691EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$1,442,563BOYAmt
EOY$1,163,477EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$17,712,850BOYAmt
EOY$14,050,794EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,589,417,372BOYAmt
EOY$4,861,650,167EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$81,639,497BOYAmt
EOY$71,946,455EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,259,558BOYAmt
EOY$1,618,657EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$462,948,125BOYAmt
EOY$401,606,801EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$62,937,647BOYAmt
EOY$59,673,636EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$534,989,219BOYAmt
EOY$460,583,272EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,144,774,046BOYAmt
EOY$995,428,821EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$663,444,119BOYAmt
EOY$619,642,008EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,781,199,207BOYAmt
EOY$3,246,579,338EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,444,643,326BOYAmt
EOY$3,866,221,346EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,589,417,372BOYAmt
EOY$4,861,650,167EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$221,536,464ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$811,689,259NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$11,730,815OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$70,532,953CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$67,517,086CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$53,444,284CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$61,524,755CurrentTaxYearMinus1YearAmt
Current Tax Year$52,484,139CurrentTaxYearAmt
Total$305,503,217TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$70,532,953CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$67,517,086CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$53,444,284CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$61,524,755CurrentTaxYearMinus1YearAmt
Current Tax Year$52,484,139CurrentTaxYearAmt
Total$305,503,217TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$17,895,677SubstantialContributorsTotAmt
Public Support Total170$287,607,540PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,501,238CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,513,153CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,730,369CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,312,920CurrentTaxYearMinus1YearAmt
Current Tax Year$2,618,075CurrentTaxYearAmt
Total$17,675,755TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$323,178,972TotalSupportAmt
Gross Receipts Rltd Activities$733,914,224GrossReceiptsRltdActivitiesAmt
Public Support CY1700.8899PublicSupportCY170Pct
Public Support PY1700.8139PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part I, Line 2 Explanation of filingFormAndLineReferenceDesc
ExplanationTo qualify for limited donor disclosure under the special rule on Schedule B, the public support test has been completed to demonstrate the university meets the quantitative support test under Section 509(a)(1) of the internal revenue code, which requires an organization to receive a substantial part of its support from a governmental unit or from the general public.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$63,206OtherActivitiesAmt
Total Lobbying Expenditures$63,206TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationTHE ORGANIZATION PAYS MEMBERSHIP DUES TO MEMBER ORGANIZATIONS INCLUDING NACUBO, NAICU, AICUM, COHFE, and Association of Governing Boards of Universities and Colleges WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. THEREFORE, A PORTION OF THE DUES MAY BE ATTRIBUTABLE TO LOBBYING ACTIVITIES.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Grants$135,000DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$3,063,588DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$2,206,600RevenuesIncludedAmt
Assets Included$56,767,006AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,893,861,246BeginningYearBalanceAmt
Contributions$16,930,533ContributionsAmt
Investment Earnings Or Losses-$417,231,484InvestmentEarningsOrLossesAmt
Grants Or Scholarships$44,904,769GrantsOrScholarshipsAmt
Other Expenditures$112,119,589OtherExpendituresAmt
Administrative Expenses$9,173,364AdministrativeExpensesAmt
End Year Balance$3,327,362,573EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,713,287,856BeginningYearBalanceAmt
Contributions$25,098,149ContributionsAmt
Investment Earnings Or Losses$1,295,832,385InvestmentEarningsOrLossesAmt
Grants Or Scholarships$22,296,237GrantsOrScholarshipsAmt
Other Expenditures$111,363,410OtherExpendituresAmt
Administrative Expenses$6,697,497AdministrativeExpensesAmt
End Year Balance$3,893,861,246EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,729,896,193BeginningYearBalanceAmt
Contributions$31,790,239ContributionsAmt
Investment Earnings Or Losses$86,454,800InvestmentEarningsOrLossesAmt
Grants Or Scholarships$37,181,396GrantsOrScholarshipsAmt
Other Expenditures$91,328,534OtherExpendituresAmt
Administrative Expenses$6,343,446AdministrativeExpensesAmt
End Year Balance$2,713,287,856EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,612,003,490BeginningYearBalanceAmt
Contributions$43,061,074ContributionsAmt
Investment Earnings Or Losses$243,206,573InvestmentEarningsOrLossesAmt
Grants Or Scholarships$29,649,127GrantsOrScholarshipsAmt
Other Expenditures$131,065,159OtherExpendituresAmt
Administrative Expenses$7,660,658AdministrativeExpensesAmt
End Year Balance$2,729,896,193EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,382,934,150BeginningYearBalanceAmt
Contributions$19,934,890ContributionsAmt
Investment Earnings Or Losses$311,454,291InvestmentEarningsOrLossesAmt
Grants Or Scholarships$22,758,502GrantsOrScholarshipsAmt
Other Expenditures$72,544,413OtherExpendituresAmt
Administrative Expenses$7,016,926AdministrativeExpensesAmt
End Year Balance$2,612,003,490EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.08BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.702PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.218TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$362,706InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$12,827,824OtherCostOrOtherBasisAmt
Book Value$13,190,530BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$1,216,669InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$940,557,326OtherCostOrOtherBasisAmt
Depreciation$405,544,641DepreciationAmt
Book Value$536,229,354BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$123,237,739OtherCostOrOtherBasisAmt
Depreciation$86,315,664DepreciationAmt
Book Value$36,922,075BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$145,253,906OtherCostOrOtherBasisAmt
Depreciation$32,310,598DepreciationAmt
Book Value$112,943,308BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$699,285,267TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (8 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Global Long and Long/Short Equity Funds$1,379,209,634F
Absolute return funds$622,187,298F
Venture Capital funds$860,030,203F
Buyout funds$442,991,639F
Real Asset funds$203,989,350F
Real Estate funds$189,026,261F
Noninvestment Grade Fixed income funds$227,404,411F
Other Investment assets$463,895F
FieldValueIRS element (for citing)
Total Book Value Securities$3,925,302,691TotalBookValueSecuritiesAmt
Federal Income Tax Liability$9,994,801FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
US GOV'T ADVANCES FOR STUDENTS$949,852
INVEST. ON BEHALF OF SUPP ORG$449,638,619
FieldValueIRS element (for citing)
Total Liability$460,583,272TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt-$298,484,377TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$811,689,259NetUnrealizedGainsInvstAmt
Other Revenue$11,730,814OtherRevenueAmt
Revenue Not Reported-$799,958,445RevenueNotReportedAmt
Revenue Subtotal$501,474,068RevenueSubtotalAmt
Other Revenues Not Included$55,707,210OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$55,707,210RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$557,181,278TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$279,937,604TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$279,937,604ExpensesSubtotalAmt
Other Expenses Not Included$55,707,210OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$55,707,210ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$335,644,814TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 1a Collections of Art, Historical Treasures, or Other Similar AssetsTHE COLLEGE'S ART AND RARE BOOK COLLECTIONS ARE RECORDED AT COST OR APPRAISED VALUE AT THE DATE OF ACQUISITION. COLLECTIONS ARE NOT DEPRECIATED.
Schedule D, Part III, Line 4 Collections of art - description of collectionsTHE MUSEUM'S PRINCIPAL MISSION IS TO ENCOURAGE MULTIDISCIPLINARY TEACHING THROUGH ENCOUNTERS WITH ART OBJECTS THAT TRAVERSE TIME PERIODS AND CULTURES.
Schedule D, Part IV, Line 2b Explanation of escrow agreementWILLIAMS COLLEGE SERVES AS TRUSTEE FOR VARIOUS CHARITABLE REMAINDER TRUSTS AND MAINTAINS THE ASSETS AND CORRESPONDING RESERVE LIABILITIES ON ITS BALANCE SHEET.
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE COLLEGE MANAGES AND INVESTS THE ENDOWMENT TO PROVIDE CURRENT AND FUTURE SUPPORT FOR THE OPERATIONS OF THE COLLEGE. EXAMPLES OF SPECIFIC PURPOSES INCLUDE SCHOLARSHIPS FOR STUDENTS, FACILITIES UPKEEP, RESEARCH, FACULTY COMPENSATION AND OTHER ACADEMIC AND STUDENT OPERATIONS.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990LIFE INCOME PAYMENTS AND CHANGE IN VALUE OF SPLIT INTEREST AGEEEMENTS - -887038 ADJUSTMENT FOR POST-EMPLOYMENT LIABILITIES - 6298337 GAIN OR LOSS ON FINANCIAL CONTRACT SWAPS - 5913412 CHANGE IN NON CONTROLLING INTEREST - 57323 DEFERRED EXCISE TAX - NONOPERATING - 7045978 OTHER ADJUSTMENTS - -6511143 Write-off of uncollectible pledges - -186055
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsFINANCIAL AID - 59157996 RENTAL EXPENSES - -3450786
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsFINANCIAL AID - 59157996 RENTAL EXPENSES - -3450786

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYWilliams College has publicized its racially nondiscriminatory policy on its course catalog/BULLETIN AND ON THE COLLEGE'S WEBSITE AT WWW.WILLIAMS.EDU.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTSTUDENTS AT WILLIAMS COLLEGE RECEIVE TITLE IV FEDERAL FINANCIAL AID. STUDENTS APPLY FOR AND RECEIVE FEDERAL FINANCIAL AID PROFESSORS APPLY FOR AND RECEIVE GOVERNMENT GRANTS.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (13 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)11Program ServicesInstruction$1,648,242
Europe (Including Iceland and Greenland)11Program ServicesAdministrative Expenses$20,879
North America (Canada Mexico only)00Program ServicesAdministrative Expenses$250
North America (Canada Mexico only)00Program ServicesInstruction$24,807
Middle East and North Africa00Program ServicesInstruction$1,400
Middle East and North Africa00Program ServicesAdministrative Expenses$250
South Asia00Program ServicesInstruction$950
Sub-Saharan Africa00Program ServicesResearch$1,040
Europe (Including Iceland and Greenland)00Grantmaking$100
Middle East and North Africa00Grantmaking$2,500
Central America and the Caribbean00Investments$2,060,814,312
Europe (Including Iceland and Greenland)00Investments$33,569,210
Sub-Saharan Africa00Investments$75,935,497
FieldValueIRS element (for citing)
Subtotal Offices2SubtotalOfficesCnt
Subtotal Employees2SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office2TotalOfficeCnt
Total Employee2TotalEmployeeCnt
Subtotal Spent$2,172,019,437SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$2,172,019,437TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (5 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
FINANCIAL AID -SCHOLARSHIPS TO STUDENTSEurope (Including Iceland and Greenland)9$198,628CASH PAYMENTN/AFMV
FINANCIAL AID -SCHOLARSHIPS TO STUDENTSEast Asia and the Pacific1$34,193CASH PAYMENTN/AFMV
STIPENDSRussia and Neighboring States1$3,000CASH PAYMENTN/AFMV
FELLOWSHIPSEurope (Including Iceland and Greenland)10$525,442CASH PAYMENTN/AFMV
STIPENDSSub-Saharan Africa1$895CASH PAYMENTN/AFMV
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsFOR THE STUDENT TUITION PAYMENTS, WE REMIT FUNDS DIRECTLY TO THE INSTITUTIONS BASED ON INVOICES RECEIVED FROM THE INSTITUTIONS.
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsCENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual,; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA MEXICO ONLY)-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual,
Schedule F, Part III Method used to account for expenditures on org's financial statementsEAST ASIA AND THE PACIFIC -Accrual EUROPE (INCLUDING ICELAND AND GREENLAND) -Accrual RUSSIA AND NEIGHBORING STATES -Accrual SUB-SAHARAN AFRICA -Accrual

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (24 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
MASS MUSEUM OF CONTEMP ART
1040 Mass Moca WayNorth AdamsMA01247043113688501(c)(3)$78,500Program Support
Berkshire United Way
200 South StreetPittsfieldMA01201042105836501(c)(3)$6,282Program Support
Northern Berkshire United Way
PO Box 955North AdamsMA01247042104785501(c)(3)$11,737Program Support
Williamstown Community Chest
PO Box 204WilliamstownMA01267046044550501(c)(3)$48,272Program Support
Williamstown Youth Center
66 School StreetWilliamstownMA01267042105836501(c)(3)$15,000Program Support
Images Cinema
PO Box 283WilliamstownMA01267043407257501(c)(3)$30,000Program Support
Willinet
34 Spring StreetWilliamstownMA01267043253056501(c)(3)$12,500Program Support
Berkshire Tomorrows Inc
1 Fenn Street Suite 201PittsfieldMA01201030572303501(c)(3)$10,000Program Support
Berkshire County Branch NAACP
PO Box 605PittsfieldMA01201800873974501(c)(4)$10,500Program Support
Berkshire Immigrant Center
67 East StreetPittsfieldMA01201862361326501(c)(3)$5,500Program Support
Harmony Homestead Wholeness Center Inc
101 West End RoadHillsdaleNY12529822361326501(c)(3)$5,500Program Support
Multicultural BRIDGE
17 Main Street Suite B3LeeMA01238261211169501(c)(3)$5,500Program Support
Soul Fire Farm Institute Inc
1972 NY Highway 2PetersburgNY12138472549969501(c)(3)$5,500Program Support
Women's Fund of Western Massachusetts
1350 Main Street Suite 1006SpringfieldMA01103043342411501(c)(3)$10,000Program Support
Lawyers Committee for Civil Rights Under
1500 K StreetWashingtonDC20005520799246$5,500Program SupportNW Suite 900
Town of Williamstown
31 North StreetWilliamstownMA01267046001368TOWN OF WILLIAMSTOWN$50,000Program Support
1Berkshire Strategic Alliance Inc
66 Allen StreetPittsfieldMA01201273148082501(c)(3)$21,500Program Support
Stockbridge-Munsee Community
N8476 Moh He Con Nuck RoadBowlerWI54416391145449Tribe$10,000Program Support
Clinton Church Restoration Inc
9 Elm CourtGreat BarringtonMA01230821322151$10,000Program Support
Mashantucket Pequot Museum Research
PO Box 3180MashantucketCT063383180060995554Tribe$10,000Program Support
LatinoJustice PRLDEF
475 Riverside DriveNew YorkNY10115132722664501(c)(3)$5,500Program SupportSuite 1907
Asian American Legal Defense Education
99 Hudson StreetNew YorkNY10013132855641501(c)(3)$5,500Program Support12th Floor Left
Equal Justice Initiative
122 Commerce StreetMontgomeryAL36104631135091501(c)(3)$5,500Program Support
Lowlander Center
51 Point DriveManyLA71449464993987501(c)(3)$10,000Program Support
FieldValueIRS element (for citing)
Total501c3 Org20Total501c3OrgCnt
Total Other Org4TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFINANCIAL AID - SCHOLARSHIPS TO STUDENTSGrantTypeTxt
Recipient1093RecipientCnt
Cash Grant$58,395,838CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationFINANCIAL AID TO INDIVIDUALS IS AWARDED BY FINANCIAL AID PROFESSIONALS IN ACCORDANCE WITH THE COLLEGE POLICIES. GRANTS TO ORGANIZATIONS IN PART II ARE TO SUPPORT LOCAL SERVICE ORGANIZATIONS IN THE SURROUNDING COMMUNITIES. Williams has close proximity to these local schools, community organizations, and 501(C)3 organizations in order to monitor the use of its funds.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MAUD MANDEL
PRESIDENT$558,596$0$20,000$0$15,956$0$92,704$0$45,342$0$732,598$0$0$0
COLLETTE CHILTON
CHIEF INVESTMENT OFFICER$605,566$0$1,168,606$0$42,709$0$601,454$0$19,901$0$2,438,236$0$699,856$0
KELI GAIL
SECRETARY OF THE COLLEGE$237,632$0$10,000$0$600$0$27,031$0$23,084$0$298,347$0$0$0
LETICIA SMITH-EVANS HAYNES
VP for Institutional Diversity, Equity, and Inclusion$225,112$0$10,000$0$0$0$26,420$0$36,584$0$298,116$0$0$0
MEGAN MOREY
VP OF COLLEGE RELATIONS$364,023$0$10,000$0$500$0$32,704$0$64,541$0$471,768$0$0$0
FREDERICK PUDDESTER
VP FOR FINANCE ADMIN TREAS through August 2021$353,080$0$20,000$0$20,067$0$26,989$0$22,264$0$442,400$0$0$0
JAMES REISCHE
VP OF COMMUNICATIONS$206,520$0$15,000$0$20,100$0$26,603$0$36,047$0$304,270$0$0$0
DAVID LOVE
PROVOST, PROF OF ECONOMICS$277,678$0$10,000$0$1,612$0$32,024$0$32,788$0$354,102$0$0$0
MARLENE SANDSTROM
DEAN OF COLLEGE, PROF OF PSYCH$278,176$0$20,000$0$0$0$32,024$0$30,262$0$360,462$0$0$0
SAFA ZAKI
DEAN OF THE FACULTY, PROF OF PSYCHOLOGY$264,785$0$15,000$0$1,389$0$31,126$0$49,765$0$362,065$0$0$0
MICHAEL WAGNER
VICE PRESIDENT FOR FINANCE OPERATIONS, TREASURER starting August 2021$153,443$0$50,000$0$48,778$0$11,121$0$12,925$0$276,267$0$0$0
BRADFORD WAKEMAN
MANAGING DIR / COO, INV OFFICE$367,667$0$354,078$0$1,560$0$174,046$0$36,167$0$933,518$0$212,736$0
JULIA CROSBY
MANAGING DIRECTOR, INV OFFICE$368,534$0$409,340$0$1,560$0$196,954$0$21,006$0$997,394$0$245,090$0
ABIGAIL WATTLEY
MANAGING DIRECTOR, INV OFFICE$355,249$0$355,197$0$0$0$178,954$0$5,392$0$894,792$0$208,947$0
ANDREA DANYLUK
PROF OF COMPUTER SCIENCE, EMERITA$278,569$0$0$0$0$0$10,366$0$9,792$0$298,727$0$0$0
SEAN BURBANK
SENIOR ASSOCIATE through June 2021$84,964$0$126,022$0$44,543$0$9,769$0$183$0$265,481$0$0$0
DENISE BUELL
FORMER DEAN OF THE FACULTY, PROF OF RELIGION$182,682$0$0$0$51$0$20,576$0$19,663$0$222,972$0$0$0
LEE PARK
Former Dean of the Faculty, Prof of Chemistry$158,138$0$4,000$0$0$0$17,614$0$20,494$0$200,246$0$0$0
PROTIK K MAJUMDER
FORMER PRESIDENT, PROF OF PHYSICS$186,095$0$4,000$0$0$0$20,017$0$57,651$0$267,763$0$0$0

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelTHE PRESIDENT TRAVELED FIRST CLASS ON TWO BUSINESS TRIPS. THE AMOUNTS WERE NOT REPORTED AS TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a Travel for companionsTHE BOARD OF TRUSTEES AUTHORIZED ONE LISTED OFFICER'S SPOUSE TO ACCOMPANY THE OFFICER ON VARIOUS COLLEGE BUSINESS TRIPS WHERE THE SPOUSE PARTICIPATED IN ALUMNI RELATIONS AND DEVELOPMENT EVENTS. The amounts were not reported as taxable compensation as deemed for qualified business purpose.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useTHE PRESIDENT WAS REQUIRED TO LIVE ON CAMPUS AS A CONDITION OF THEIR EMPLOYMENT AND FOR THE CONVENIENCE OF WILLIAMS. Pursuant to section 119, the housing is excludable from income and was not treated as taxable compensation. ONE LISTED OFFICER RECEIVED A TAXABLE HOUSING ALLOWANCE. THE VALUE OF THE ALLOWANCE IS IMPUTED AS INCOME AND REPORTED ON FORM W-2. THE VALUE OF THE ALLOWANCE IS INCLUDED IN PART II, COLUMN B(III).
Schedule J, Part I, Line 1a Health or social club dues or initiation feesWILLIAMS PAID DUES FOR A PRIVATE ALUMNI CLUB FOR THE PRESIDENT. THE AMOUNTS were paid for qualified business purposes and not REPORTED AS TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a Personal servicesTHE PRESIDENT RECEIVED CERTAIN PERSONAL SERVICES PROVIDED AT THEIR HOUSE. SUCH SERVICES THAT WERE NOT BUSINESS RELATED WERE REPORTED AS TAXABLE COMPENSATION ON FORM W-2. THE VALUE OF THE SERVICES IS INCLUDED IN PART II, COLUMN B(III).
Schedule J, Part I, Line 4a Severance or change-of-control paymentSean Burbank received $44,543 as part of an employment separation agreement during the year. The payment is included in Part II, Column (b)(iii).
Schedule J, Part I LINE 4B AND LINE 7MEMBERS OF THE INVESTMENT OFFICE STAFF ARE ELIGIBLE TO RECEIVE AN ANNUAL BONUS UP TO A CERTAIN PERCENTAGE OF THEIR BASE SALARY. THE BONUS IS DETERMINED BY THE PERFORMANCE OF THE INVESTMENT PORTFOLIO IN RELATION TO THE PERFORMANCE OF THE POLICY BENCHMARK. THE POLICY BENCHMARK IS ESTABLISHED BY THE INVESTMENT COMMITTEE OF THE BOARD OF TRUSTEES. THE BONUS IS PAID OUT OVER TIME, REQUIRES THE INDIVIDUAL TO REMAIN EMPLOYED IN ORDER TO BE ELIGIBLE TO RECEIVE PAYMENT, AND IS SUBJECT TO NEGATIVE EARNINGS PROVISIONS.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MASS HEALTH EDU FACILITIES AUTHORITY - SERIES JK
A04245601157586CPX72006-04-03$73,396,5731996 2003 CURRENT REFUNDINGfalsefalsefalse
MASS DEVELOPMENT FINANCE Agency - SERIES NO
B04343181457583UAA62011-03-24$92,077,256CONSTR AND 1993 2007 CURRENT REFUNDINGfalsefalsefalse
MASS HEALTH EDU FACILITIES AUTHORITY - HI
C04245601157585KW792003-04-02$115,049,757CONSTRC AND 1993 CURRENT REFUNDINGfalsefalsefalse
MASS DEVELOPMENT FINANCE Agency - SERIES P
D04343181457583UWR52013-05-30$148,355,419NEW CONSTR REF 2003, 2006 2007falsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapital ExpendituresCapitalExpendituresAmt
A$58,071,815$73,396,573$556,293$72,840,2802006Yes (true)falseYes (true)Yes (true)
B$41,236,233$92,077,256$661,056$41,250,0002013Yes (true)falseYes (true)Yes (true)$50,166,200
C$98,521,702$115,049,757$644,884$13,705,4682005Yes (true)falseYes (true)Yes (true)$100,699,405
D$25,712,505$148,355,419$840,287$80,513,3432015Yes (true)Yes (true)Yes (true)Yes (true)$67,001,789

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0.00.00.0falsefalseYes (true)
Bfalsefalsefalsefalse0.00.00.0falsefalseYes (true)
Cfalsefalsefalsefalse0.00.00.0falsefalseYes (true)
Dfalsefalsefalsefalse0.00.00.0falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd
MORGAN STANLEY
AfalsefalseYes (true)falseYes (true)Yes (true)20.0falsefalsefalsefalseYes (true)
(no name)
BfalsefalsefalseYes (true)Yes (true)falsefalsefalseYes (true)
Trinity
CfalsefalseYes (true)falsefalsefalseYes (true)falseYes (true)3.2Yes (true)
(no name)
DfalsefalsefalseYes (true)falsefalsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part IV, Line 2c Final rebate computationA rebate computation was performed for the Series P Bond Issue on June 30, 2016. The result of this computation was that there were no accrued liabilities and no proceeds remaining that were subject to arbitrage rebate. Further, it was determined at this time that this rebate computation was the final computation needed. As such, Schedule K, Part IV, Line 2c has been marked as "yes and the date provided is June 30, 2016.
Schedule K, Part IV, Line 2c COLUMN BIssuer name: MASS. DEVELOPMENT FINANCE Agency - SERIES NO The calculation for computing no rebate due was performed on 08/12/2020
Schedule K, Part IV, Line 2c COLUMN DIssuer name: MASS. DEVELOPMENT FINANCE Agency - SERIES P The calculation for computing no rebate due was performed on 06/30/2016
Schedule K, Part IV, Line 2c COLUMN AIssuer name: MASS. DEVELOPMENT FINANCE AGENCY - SERIES QR The calculation for computing no rebate due was performed on 07/14/2021
Schedule K, Part IV, Line 2c COLUMN BIssuer name: MASS. DEVELOPMENT FINANCE AGENCY SERIES S The calculation for computing no rebate due was performed on 06/30/2021

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MASS DEVELOPMENT FINANCE AGENCY - SERIES QR
A04343181457584XTN12016-07-14$118,161,121New construction and Refinance 2006 2007 debtfalsefalsefalse
MASS DEVELOPMENT FINANCE AGENCY SERIES S
B04343181457584XS772017-06-08$60,495,031CONSTRUCTIONfalsefalsefalse
MASS DEVELOPMENT FINANCE AGENCY SERIES T
C04343181457584YK242021-03-11$25,924,9812011 CURRENT REFUNDINGfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$10,498,270$0$118,161,121$621,091$70,000,000$47,540,0302018Yes (true)falseYes (true)Yes (true)
B$1,432,655$0$60,495,031$387,376$60,000,000$107,6552019falsefalseYes (true)Yes (true)
C$1,973,294$25,924,981$351,466$25,573,5152021Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0.00.00.0falsefalseYes (true)
Bfalsefalsefalsefalse0.00.00.0falsefalseYes (true)
Cfalsefalsefalsefalse0.00.00.0falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
Goldman Sachs
AfalsefalsefalseYes (true)Yes (true)Yes (true)30.0falsefalsefalsefalseYes (true)
(no name)
BfalsefalsefalseYes (true)falsefalsefalsefalseYes (true)
(no name)
CfalseYes (true)falsefalsefalsefalsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
DAVID LOVE
OFFICERMORTGAGE ON PRIMARY ResidenceYes (X)$100,000$59,859falsefalseYes (true)
SAFA ZAKI
OFFICERMORTGAGE ON PRIMARY ResidenceYes (X)$100,000$55,567falsefalseYes (true)
FieldValueIRS element (for citing)
Total Balance Due$115,426TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
NOAH SANDSTROM
SPOUSE OF MARLENE SANDSTROM, OFFICER$169,545EMPLOYMENT AGREEMENTfalse
AIMEE REISCHE
SPOUSE OF JAMES REISCHE, OFFICER$58,592EMPLOYMENT AGREEMENTfalse
STEVEN SIMON
Spouse of Maud Mandel, President$15,458EMPLOYMENT AGREEMENTfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part II, Column (h)FormAndLineReferenceDesc
ExplanationELIGIBLE EMPLOYEES, INCLUDING LISTED PERSONS, ENTER INTO MORTGAGE AGREEMENTS IN ACCORDANCE WITH POLICIES AND PROCEDURES AS OUTLINED IN FACULTY AND STAFF HANDBOOKS WHICH HAVE BEEN APPROVED BY APPLICABLE GOVERNING COMMITTEES. EACH MORTGAGE IS REVIEWED AND APPROVED BY THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION TREASURER TO ENSURE COMPLIANCE AND CONSISTENCY WITH THE POLICY.ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$1,550,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesOpinions of expertsMethodOfDeterminingRevenuesTxt

Art Historical Treasures ArtHistoricalTreasuresGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$656,600NoncashContributionsRptF990Amt
Method Of Determining RevenuesNONEMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution309ContributionCnt
Noncash Contributions Rpt F990$12,657,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$2,650,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesNONEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received6Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part I EXPLANATIONS OF REPORTING METHOD FOR NUMBER OF CONTRIBUTIONSIN COLUMN B, THE COLLEGE IS GENERALLY REPORTING THE NUMBER OF CONTRIBUTIONS. FOR WORKS OF ART, THE COLLEGE IS REPORTING THE NUMBER OF Donors.
Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributionsWILLIAMS COLLEGE GENERALLY USES A BROKER/AGENT TO FACILITATE THE SALE OF REAL PROPERTY.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 1 ORGANIZATION'S MISSIONWILLIAMS SEEKS TO PROVIDE THE FINEST POSSIBLE LIBERAL ARTS EDUCATION BY NURTURING IN ITS STUDENTS THE ACADEMIC AND CIVIC VIRTUES AND THEIR RELATED TRAITS OF CHARACTER. AS BOTH AN EDUCATIONAL AND SOCIAL IMPERATIVE, WILLIAMS WELCOMES TALENTED STUDENTS IRRESPECTIVE OF THEIR FINANCIAL RESOURCES. ONCE ENROLLED, THEY LEARN - BOTH INSIDE AND OUTSIDE THE CLASSROOM - THAT THE PRIVILEGE OF A WILLIAMS EDUCATION IMPLIES BOTH THE OPPORTUNITY AND RESPONSIBILITY TO SERVE SOCIETY AT LARGE. THE COLLEGE STRIVES TO ACHIEVE SUCH EXCELLENCE BY FOSTERING A COMMUNITY OF LEARNING THAT COMPRISES STUDENTS, FACULTY AND STAFF, IN PARTNERSHIP WITH NETWORKS OF DEEPLY DEVOTED ALUMNI AND PARENTS.
Form 990, Part VI, Line 1a Delegate broad authority to a committeeWILLIAMS COLLEGE'S GOVERNING BODY AND GOVERNING DOCUMENTS DELEGATE AUTHORITY ON A LIMITED SCOPE TO AN EXECUTIVE COMMITTEE CONSISTING OF THE BOARD CHAIR, THE PRESIDENT OF THE COLLEGE, AND 5-7 OTHER BOARD MEMBERS SELECTED ANNUALLY BY THE CHAIR AND PRESIDENT ACTING JOINTLY.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyWORKING WITH CROWE LLP, THE FORM 990 IS PREPARED FOR REVIEW BY SENIOR MANAGEMENT AND THE AUDIT COMMITTEE. CROWE LLP SIGNS THE RETURN AS PAID PREPARER. The final Form 990 is provided to the full board in advance of filing with the IRS.
Form 990, Part VI, Line 12c Conflict of interest policyTRUSTEES, OFFICERS, AND SENIOR STAFF ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE ANNUALLY. THE DISCLOSURE FORMS ARE REVIEWED BY THE CHAIR OF THE AUDIT COMMITTEE. TRUSTEES OR OFFICERS HAVING A CONFLICT OF INTEREST ON ANY MATTER THAT COMES BEFORE THE BOARD, OR ANY COMMITTEE OF THE BOARD, FOR ACTION RECUSE THEMSELVES FROM PARTICIPATING IN THE DECISION. EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. DISCLOSURES ARE REVIEWED BY DEPARTMENT HEADS AND SENIOR STAFF. ANY EMPLOYEE WITH A CONFLICT OF INTEREST WOULD BE PRECLUDED FROM INVOLVEMENT IN DECISION MAKING OR FINANCIAL DEALINGS WITH THE ENTITY OR RELATIONSHIP GIVING RISE TO THE CONFLICT. TRUSTEES, OFFICERS, AND EMPLOYEES ARE REQUIRED TO REPORT ANY MID-YEAR CHANGES TO THE PRESIDENT'S OFFICE AND THEIR SUPERVISOR RESPECTIVELY.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialWilliams College assigns the duty of setting the President's compensation to the Executive Committee of the Board of Trustees that annually reviews compensation. The Executive Committee considers compensation surveys, market data, and analysis. The deliberations and decisions are documented.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesThe compensation of the organization's other officers and key employees is determined by the President. Each year, the Director of HR provides the President with a multiyear summary of compensation benchmarking data for members of senior staff. The benchmarking data comprises salary survey data aggregated by the College and University Professional Association of Human Resources, as well as an independent survey administered by Sullivan Cotter. The President consults with the Executive Committee of the board and the deliberations and decisions are documented.
Form 990, Part VI, Line 18 How forms are made available to the publicTHE FORM 990 IS AVAILABLE UPON REQUEST, ON THE COLLEGE WEBSITE, AND ON GUIDESTAR.ORG. THE FORM 990-t IS AVAILABLE UPON REQUEST AND ON GUIDESTAR.ORG.
Form 990, Part VI, Line 19 Required documents available to the publicWILLIAMS COLLEGE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE POSTED ON THE COLLEGE WEBSITE.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesLife income payments and Change in Value of split interest agreements - -887037; Adjustments for post-employment liabilities - 6298337; Gain or Loss on Financial Contract Swaps - 5913412; Change in Noncontrolling interest - 57323; Deferred excise tax - nonoperating - 7045978; Other Adjustments - -6511143; Write-off of uncollectible pledges - -186055;
Schedule F, Part I, Line 3(a) ACTIVITIES PER REGIONTHE REGION REPORTED IN COLUMN (A) FOR THE COLLEGE'S INVESTMENTS IS BASED ON THE LEGAL DOMICILE OF THE INVESTMENT FUND AS PROVIDED IN THE SCHEDULE F INSTRUCTIONS. THIS DOES NOT NECESSARILY INCLUDE THE REGION OF THE UNDERLYING INVESTMENTS OR THE REGION WHERE THE INVESTMENT ACTIVITY OCCURS.
Schedule F, Part I, Line 3(f) EXPENDITURES FOR AND INVESTMENTS IN THE REGIONALL EXPENSES OF OUR PROGRAMS ARE RECORDED AS EXPENSES IN THE FINANCIAL STATEMENTS OF THE COLLEGE.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1WILLIAMS INN LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1880 MAIN STREETAddressLine1Txt
CityWILLIAMSTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01267ZIPCd
FieldValueIRS element (for citing)
EIN465431139EIN
Primary ActivitiesHOTELPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Total Income$5,704,481TotalIncomeAmt
End Of Year Assets$2,003,827EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1WILLIAMS COLLEGEBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
STERLING FRANCINE CLARK ART INSTITUTE
225 SOUTH STREETWILLIAMSTOWNMA01267042163004ART MUSEUMMA501(c)(3)Type IWILLIAMS COLLEGEYes (true)
ASSOCIATED KYOTO PROGRAM INC
COLLEGE HALL RM 204NORTHAMPTONMA01063042996114EDUCATIONMA501(c)(3)Type III-FINAfalse
WILLIAMS COLLEGE LAND FOUNDATION
880 MAIN STREETWILLIAMSTOWNMA01267043158500RE HOLDINGMA501(c)(2)WILLIAMS COLLEGEYes (true)
WILLIAMS COLLEGE OXFORD PROGRAMME
EDUCATION501(c)(3)WILLIAMS COLLEGEYes (true)UK
WILLIAMS COLLEGE FOUNDATION (UK) LIMITED
EDUCATION501(c)(3)WILLIAMS COLLEGEYes (true)UK

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctDirect Controlling NADirectControllingNACdEINEIN
POOLED INCOME FUNDS (3)
880 Main streetWilliamstownMA01267FUNDRAISINGMAWILLIAMS COLLEGETrustYes (true)
PERPETUAL TRUSTS (5)
880 Main streetWilliamstownMA01267FUNDRAISINGMAWILLIAMS COLLEGETrustYes (true)
CHAR REM TRUSTS (54) SEE PART VII
880 Main streetWilliamstownMA01267FUNDRAISINGWILLIAMS COLLEGETrustYes (true)
BERMAN INC
TREASURERS OFFICE HOPKINS HALLSWILLIAMSTOWNMA01267ArtUTWILLIAMS COLLEGEC CorporationYes (true)$0$315,5001
OUTSIDE CHAR REM TRSTS (48)
FUNDRAISINGTrustYes (true)N/A
WILLIAMS RENEWABLES LLC
880 MAIN STREETWILLIAMSTOWNMA01267RENEWABLE ENERGYMAWILLIAMS COLLEGEC CorporationYes (true)-$157,579$2,237,7561812875267
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
PERPETUAL TRUSTS
C$779,493CASH
WILLIAMS COLLEGE OXFORD PROGRAMME
P$1,418,069CASH
STERLING AND FRANCINE CLARK ART INSTITUTE
R$9,216,000CASH
WILLIAMS COLLEGE FOUNDATION (UK) LIMITED
S$59,541CASH

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule R, Part IV, Column (c)THE CHARITABLE REMAINDER TRUSTS DISCLOSED IN PART IV, LINE (3) ARE LEGALLY DOMICILED IN CA, IL, MA, AND NY.
Schedule R, Part VI, Column (c)THE OUTSIDE MANAGED CHARITABLE REMAINDER TRUSTS DISCLOSED IN PART IV, LINE (5) ARE LEGALLY DOMICILED IN MA AND NY.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.