FURP.ORG / PUBLIC DATA EXPLORER

WILLIAMS COLLEGE: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
WILLIAMS COLLEGE (EIN 04-2104847)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-05-15
IRS object ID
202001369349304135
Schema version
2018v3.1
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)
Return2020-05-15T15:30:11-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

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
ZIP402411122ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

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)
PersonFREDERICK W PUDDESTERPersonNm
Person TitleVP FIN / ADMIN & TREASPersonTitleTxt
Signature2020-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRachel SpurlockPreparerPersonNm
PTINP00520729PTIN
Phone5023263996PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

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$720,753,604GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WILLIAMS.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1793FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE O.ActivityOrMissionDesc
Voting Members Governing Body23VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee3764TotalEmployeeCnt
Total Volunteers4817TotalVolunteersCnt
Total Gross UBI-$2,826,037TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$70,532,953PYContributionsGrantsAmt
CY Contributions Grants$67,517,086CYContributionsGrantsAmt
PY Program Service Revenue$146,925,534PYProgramServiceRevenueAmt
CY Program Service Revenue$150,978,403CYProgramServiceRevenueAmt
PY Investment Income$168,271,130PYInvestmentIncomeAmt
CY Investment Income$252,007,895CYInvestmentIncomeAmt
PY Other Revenue$3,299,625PYOtherRevenueAmt
CY Other Revenue-$1,437,486CYOtherRevenueAmt
PY Total Revenue$389,029,242PYTotalRevenueAmt
CY Total Revenue$469,065,898CYTotalRevenueAmt
PY Grants And Similar Paid$56,605,701PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$55,985,339CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$136,840,658PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$144,925,561CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$9,678,195CYTotalFundraisingExpenseAmt
PY Other Expenses$110,542,682PYOtherExpensesAmt
CY Other Expenses$124,057,843CYOtherExpensesAmt
PY Total Expenses$303,989,041PYTotalExpensesAmt
CY Total Expenses$324,968,743CYTotalExpensesAmt
PY Revenues Less Expenses$85,040,201PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$144,097,155CYRevenuesLessExpensesAmt
Total Assets BOY$3,870,877,825TotalAssetsBOYAmt
Total Assets EOY$4,124,342,736TotalAssetsEOYAmt
Total Liabilities BOY$781,013,562TotalLiabilitiesBOYAmt
Total Liabilities EOY$895,515,100TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,089,864,263NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,228,827,636NetAssetsOrFundBalancesEOYAmt
MissionSEE SCHEDULE O.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$284,428,125ExpenseAmt
Grant$55,985,339GrantAmt
Revenue$150,978,403RevenueAmt
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$284,428,125TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
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 With Officer EntfalseBusinessRlnWithOfficerEntInd
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 Document3528IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3764EmployeeCnt
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 OfYes (true)Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
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 BodyfalseForm990ProvidedToGvrnBodyInd
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 Line1SUSAN HOGANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4135974204PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 67AddressLine1Txt
CityWILLIAMSTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01267ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
MAUD MANDEL
PRESIDENT40.0Yes (X)Yes (X)$312,709$0$42,798
WILLIAM C FOOTE
TRUSTEE4.0Yes (X)$0$0$0
O ANDREAS HALVORSEN
TRUSTEE4.0Yes (X)$0$0$04.0
JEFFREY S HARLESTON
TRUSTEE4.0Yes (X)$0$0$0
GRETCHEN E HOWARD
TRUSTEE4.0Yes (X)$0$0$0
COOPER CAMPBELL JACKSON
TRUSTEE4.0Yes (X)$0$0$0
LEILA JERE
TRUSTEE4.0Yes (X)$0$0$0
MARIAM B NAFICY
TRUSTEE4.0Yes (X)$0$0$0
CLARENCE OTIS JR
TRUSTEE4.0Yes (X)$0$0$0
KATHERINE L QUEENEY
TRUSTEE4.0Yes (X)$0$0$0
ELIZABETH E ROBINSON
TRUSTEE4.0Yes (X)$0$0$0
JONATHAN D SOKOLOFF
TRUSTEE4.0Yes (X)$0$0$0
MARK R TERCEK
TRUSTEE4.0Yes (X)$0$0$0
SARAH MOLLMAN UNDERHILL
TRUSTEE4.0Yes (X)$0$0$0
MARTHA WILLIAMSON
TRUSTEE4.0Yes (X)$0$0$0
GREGORY H WOODS
TRUSTEE4.0Yes (X)$0$0$0
ELIZABETH A ANDERSEN
TRUSTEE4.0Yes (X)$0$0$0
TIMOTHY A BARROWS
TRUSTEE4.0Yes (X)$0$0$0
THOMAS M BELK
TRUSTEE4.0Yes (X)$0$0$0
JILLIAN A CHARLES
TRUSTEE4.0Yes (X)$0$0$0
NORIKO HONDA CHEN
TRUSTEE4.0Yes (X)$0$0$0
VALERIE A DIFEBO
TRUSTEE4.0Yes (X)$0$0$0
MICHAEL R EISENSON
TRUSTEE/CHAIR6.0Yes (X)$0$0$0
COLLETTE CHILTON
CHIEF INVESTMENT OFFICER40.0Yes (X)$1,094,552$0$536,442
FREDERICK PUDDESTER
VP FOR FINANCE & ADMIN & TREAS40.0Yes (X)$438,132$0$57,933
MEGAN E MOREY
VP OF COLLEGE RELATIONS40.0Yes (X)$368,566$0$85,890
STEPHEN P KLASS
VP FOR CAMPUS LIFE40.0Yes (X)$342,818$0$58,904
KELI A GAIL
SECRETARY OF THE COLLEGE40.0Yes (X)$223,029$0$80,282
MARLENE J SANDSTROM
DEAN OF COLLEGE, PROF OF PSYCH40.0Yes (X)$260,320$0$54,923
DAVID A LOVE
PROVOST, PROF OF ECONOMICS40.0Yes (X)$257,160$0$63,798
JAMES REISCHE
VP OF COMMUNICATIONS40.0Yes (X)$205,403$0$80,085
LETICIA Smith-Evans HAYNES
VP INSTL. DIVERSITY & EQUITY40.0Yes (X)$199,720$0$56,108
DENISE K BUELL
DEAN OF THE FACULTY, PROF OF RELIGION40.0$231,057$0$44,193Yes (X)
LEE Y PARK
DEAN OF THE FACULTY, PROF OF CHEMISTRY40.0$200,326$0$39,927Yes (X)
BRADFORD B WAKEMAN
MANAGING DIR / COO, INV OFFICE40.0$550,399$0$223,907Yes (X)
JULIA CROSBY
MANAGING DIRECTOR, INV OFFICE40.0$532,590$0$190,441Yes (X)
ABIGAIL G WATTLEY
MANAGING DIRECTOR, INV OFFICE40.0$398,950$0$140,511Yes (X)
ROBERT P VOLPI
DIRECTOR OF DINING SERVICES40.0$237,416$0$24,878Yes (X)
MONICA M MACKEY
DIRECTOR OF PRINCIPAL GIVING40.0$230,282$0$39,376Yes (X)
PETER MURPHY
PROF ENGLISH/FRMR KEY EMPLOYEE0.0$155,004$0$33,894Yes (X)
PROTIK K MAJUMDER
PROF PHYSICS/FRMR PRESIDENT40.0$301,684$0$69,490Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$6,540,117TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,923,780TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K281IndivRcvdGreaterThan100KCnt
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
ENGELBERTH CONSTRUCTION INC
463 MOUNTAIN VIEW DRIVECOLCHESTERVT05446CONSTRUCTION$27,660,938
CONSIGLI CONSTRUCTION CO INC
72 SUMMER STREETMILFORDMA01757CONSTRUCTION$14,000,844
BARR & BARR INC
260 COCHITUATE ROADFRAMINGHAMMA01701CONSTRUCTION$11,706,735
ALBERT CUMMINGS IV GENERAL CONTRACTING
228 MAIN STREETWILLIAMSTOWNMA01267CONSTRUCTION$7,755,029
JM MAXYMILLIAN INC
1801 EAST STPITTSFIELDMA01201CONSTRUCTION$6,640,575
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K79CntrctRcvdGreaterThan100KCnt
Government Grants$1,634,750GovernmentGrantsAmt
All Other Contributions$65,882,336AllOtherContributionsAmt
Noncash Contributions$14,570,950NoncashContributionsAmt
Total Contributions$67,517,086TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION, FEES, ROOM AND BOARD900099$143,570,663$143,570,663
AUXILIARY REVENUE721000$7,407,740$7,407,740

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$150,978,403TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$985,286TotalRevenueColumnAmt
Unrelated Business Revenue-$7,446,455UnrelatedBusinessRevenueAmt
Exclusion$8,431,741ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$353,150TotalRevenueColumnAmt
Exclusion$353,150ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$2,174,717RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$3,612,203RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$1,437,486RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,437,486TotalRevenueColumnAmt
Exclusion-$1,437,486ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$498,744,962SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$248,075,503SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$250,669,459SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$250,669,459TotalRevenueColumnAmt
Unrelated Business Revenue$4,620,418UnrelatedBusinessRevenueAmt
Exclusion$246,049,041ExclusionAmt

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$469,065,898TotalRevenueColumnAmt
Related Or Exempt Func Income$150,978,403RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$2,826,037UnrelatedBusinessRevenueAmt
Exclusion$253,396,446ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,404,193TotalAmt
Program Services$1,404,193ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$53,379,564TotalAmt
Program Services$53,379,564ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$1,201,582TotalAmt
Program Services$1,201,582ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,772,862TotalAmt
Program Services$953,458ProgramServicesAmt
Management And General$1,840,187ManagementAndGeneralAmt
Fundraising$979,217FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$842,602TotalAmt
Program Services$788,907ProgramServicesAmt
Management And General$53,695ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$103,278,787TotalAmt
Program Services$88,474,406ProgramServicesAmt
Management And General$10,837,480ManagementAndGeneralAmt
Fundraising$3,966,901FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$8,996,622TotalAmt
Program Services$7,646,240ProgramServicesAmt
Management And General$1,024,600ManagementAndGeneralAmt
Fundraising$325,782FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$20,643,294TotalAmt
Program Services$17,872,488ProgramServicesAmt
Management And General$2,153,529ManagementAndGeneralAmt
Fundraising$617,277FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,391,394TotalAmt
Program Services$6,281,955ProgramServicesAmt
Management And General$841,785ManagementAndGeneralAmt
Fundraising$267,654FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$594,490TotalAmt
Program Services$18,043ProgramServicesAmt
Management And General$576,447ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$304,429TotalAmt
Program Services$4,736ProgramServicesAmt
Management And General$294,228ManagementAndGeneralAmt
Fundraising$5,465FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$23,473,813TotalAmt
Program Services$19,696,542ProgramServicesAmt
Management And General$3,028,223ManagementAndGeneralAmt
Fundraising$749,048FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$286,938TotalAmt
Program Services$109,516ProgramServicesAmt
Management And General$171,091ManagementAndGeneralAmt
Fundraising$6,331FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,848,213TotalAmt
Program Services$7,222,395ProgramServicesAmt
Management And General$522,002ManagementAndGeneralAmt
Fundraising$103,816FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,436,856TotalAmt
Program Services$2,843,049ProgramServicesAmt
Management And General$587,341ManagementAndGeneralAmt
Fundraising$6,466FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,420,413TotalAmt
Program Services$6,062,907ProgramServicesAmt
Management And General$239,529ManagementAndGeneralAmt
Fundraising$117,977FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$7,512,189TotalAmt
Program Services$6,263,639ProgramServicesAmt
Management And General$708,758ManagementAndGeneralAmt
Fundraising$539,792FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$281,810TotalAmt
Program Services$215,841ProgramServicesAmt
Management And General$42,338ManagementAndGeneralAmt
Fundraising$23,631FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$12,488,755TotalAmt
Program Services$10,614,208ProgramServicesAmt
Management And General$1,422,309ManagementAndGeneralAmt
Fundraising$452,238FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$33,260,040TotalAmt
Program Services$28,167,268ProgramServicesAmt
Management And General$3,876,528ManagementAndGeneralAmt
Fundraising$1,216,244FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,579,860TotalAmt
Program Services$12,154ProgramServicesAmt
Management And General$1,567,697ManagementAndGeneralAmt
Fundraising$9FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
FELLOWSHIPS, STUDENT PRIZES$9,997,810$9,904,067$78,743$15,000
EQUIPMENT RENTAL AND MAINTANCE$7,488,306$7,000,053$464,598$23,655
NON CAPPED PLANT EXPENSES$9,083,921$8,290,914$531,315$261,692

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$324,968,743TotalAmt
Program Services$284,428,125ProgramServicesAmt
Management And General$30,862,423ManagementAndGeneralAmt
Fundraising$9,678,195FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$41,162,771BOYAmt
EOY$40,013,271EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$42,516,079BOYAmt
EOY$71,698,859EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$145,467,214BOYAmt
EOY$110,609,408EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$846,728BOYAmt
EOY$1,892,356EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$336,657BOYAmt
EOY$315,408EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$12,835,416BOYAmt
EOY$13,016,419EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$287,597BOYAmt
EOY$292,027EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$9,492,054BOYAmt
EOY$9,875,966EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,096,189,493LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$414,686,577LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$621,979,509BOYAmt
EOY$681,502,916EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$32,132,312BOYAmt
EOY$33,158,854EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,920,368,715BOYAmt
EOY$3,145,482,169EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$2,456,729BOYAmt
EOY$1,957,920EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$40,996,044BOYAmt
EOY$14,527,163EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,870,877,825BOYAmt
EOY$4,124,342,736EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$71,979,346BOYAmt
EOY$77,689,049EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,817,396BOYAmt
EOY$1,835,177EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$445,364,331BOYAmt
EOY$435,544,674EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$57,686,368BOYAmt
EOY$57,475,892EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$204,166,121BOYAmt
EOY$322,970,308EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$781,013,562BOYAmt
EOY$895,515,100EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$387,694,579BOYAmt
EOY$414,639,448EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,702,169,684BOYAmt
EOY$2,814,188,188EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,089,864,263BOYAmt
EOY$3,228,827,636EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,870,877,825BOYAmt
EOY$4,124,342,736EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$144,097,155ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,264,052NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets-$8,397,834OtherChangesInNetAssetsAmt
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$133,207,640CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$68,769,484CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$119,314,764CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$70,532,953CurrentTaxYearMinus1YearAmt
Current Tax Year$67,517,086CurrentTaxYearAmt
Total$459,341,927TotalAmt

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$133,207,640CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$68,769,484CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$119,314,764CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$70,532,953CurrentTaxYearMinus1YearAmt
Current Tax Year$67,517,086CurrentTaxYearAmt
Total$459,341,927TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$92,695,383SubstantialContributorsTotAmt
Public Support Total170$366,646,544PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,604,771CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,852,743CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,143,438CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,501,238CurrentTaxYearMinus1YearAmt
Current Tax Year$3,513,153CurrentTaxYearAmt
Total$26,615,343TotalAmt

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$485,957,270TotalSupportAmt
Gross Receipts Rltd Activities$714,751,525GrossReceiptsRltdActivitiesAmt
Public Support CY1700.7545PublicSupportCY170Pct
Public Support PY1700.739PublicSupportPY170Pct
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$48,881OtherActivitiesAmt
Total Lobbying Expenditures$48,881TotalLobbyingExpendituresAmt
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, AND AICUM 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 Held1DonorAdvisedFundsHeldCnt
Donor Advised Funds Grants$111,994DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$2,543,315DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$581,773RevenuesIncludedAmt
Assets Included$50,503,371AssetsIncludedAmt
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$2,612,003,491BeginningYearBalanceAmt
Contributions$43,061,074ContributionsAmt
Investment Earnings Or Losses$243,206,573InvestmentEarningsOrLossesAmt
Grants Or Scholarships$29,649,127GrantsOrScholarshipsAmt
Other Expenditures$131,065,159OtherExpendituresAmt
Administrative Expenses$7,660,661AdministrativeExpensesAmt
End Year Balance$2,729,896,191EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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$7,016,925AdministrativeExpensesAmt
End Year Balance$2,612,003,491EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,146,509,040BeginningYearBalanceAmt
Contributions$37,576,619ContributionsAmt
Investment Earnings Or Losses$303,172,136InvestmentEarningsOrLossesAmt
Grants Or Scholarships$25,627,014GrantsOrScholarshipsAmt
Other Expenditures$72,444,759OtherExpendituresAmt
Administrative Expenses$6,251,872AdministrativeExpensesAmt
End Year Balance$2,382,934,150EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,251,976,280BeginningYearBalanceAmt
Contributions$22,060,972ContributionsAmt
Investment Earnings Or Losses-$35,220,183InvestmentEarningsOrLossesAmt
Grants Or Scholarships$24,661,307GrantsOrScholarshipsAmt
Other Expenditures$62,718,883OtherExpendituresAmt
Administrative Expenses$4,927,839AdministrativeExpensesAmt
End Year Balance$2,146,509,040EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,128,910,838BeginningYearBalanceAmt
Contributions$25,084,770ContributionsAmt
Investment Earnings Or Losses$213,600,715InvestmentEarningsOrLossesAmt
Grants Or Scholarships$21,630,783GrantsOrScholarshipsAmt
Other Expenditures$87,704,016OtherExpendituresAmt
Administrative Expenses$6,285,244AdministrativeExpensesAmt
End Year Balance$2,251,976,280EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.083BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.685PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.232TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$1,012,375InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$12,927,185OtherCostOrOtherBasisAmt
Book Value$13,939,560BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$3,337,304InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$838,045,508OtherCostOrOtherBasisAmt
Depreciation$325,294,856DepreciationAmt
Book Value$516,087,956BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$108,820,262OtherCostOrOtherBasisAmt
Depreciation$66,238,563DepreciationAmt
Book Value$42,581,699BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$132,046,859OtherCostOrOtherBasisAmt
Depreciation$23,153,158DepreciationAmt
Book Value$108,893,701BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$681,502,916TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (8 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Global Long/Short Equity Funds$1,270,985,034F
Absolute return funds$562,409,891F
Venture Capital funds$541,628,097F
Buyout funds$195,080,566F
Real Asset funds$153,956,274F
Real Estate funds$112,682,170F
Noninvestment Grade Fixed income funds$272,812,778F
Other Investment assets$35,927,359F
FieldValueIRS element (for citing)
Total Book Value Securities$3,145,482,169TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
US GOV'T ADVANCES FOR STUDENTS$2,284,348
INVEST. ON BEHALF OF SUPP ORG$320,685,960
FieldValueIRS element (for citing)
Total Liability$322,970,308TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$412,963,173TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$3,264,052NetUnrealizedGainsInvstAmt
Other Revenue-$4,785,631OtherRevenueAmt
Revenue Not Reported-$1,521,579RevenueNotReportedAmt
Revenue Subtotal$414,484,752RevenueSubtotalAmt
Other Revenues Not Included$54,581,146OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$54,581,146RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$469,065,898TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$273,999,800TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$273,999,800ExpensesSubtotalAmt
Other Expenses Not Included$50,968,943OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$50,968,943ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$324,968,743TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 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 XI, Line 2(d) Other amounts included on line 1LIFE INCOME PAYMENTS AND CHANGE IN PRESENT VALUE ($4,510,766) ADJUSTMENT FOR POST EMPLOYMENT TAX LIABILITY ($1,833,326) GAIN AND NET SETTLEMENT ON INTEREST RATE SWAPS ($ 3,683,098) INVESTMENT INCOME ON SPLIT INTEREST AGREEMENTS $ 1,687,107 CHANGE IN NET ASSETS NOT OWNED BY COLLEGE ($57,752)
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 PRESENT VALUE & INVESTMENT INCOME ON SPLIT INTEREST AGREEMENTS - -2823659 ADJUSTMENTS FOR POST-EMPLOYMENT LIABILITIES - -1833326 GAIN AND NET SETTLEMENT ON INTEREST RATE SWAPS - -3683098 CHANGE IN NET ASSETS NOT OWNED BY COLLEGE - -57751 RENTAL EXPENSES - 3612203
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsFINANCIAL AID - 54581146
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsFINANCIAL AID - 54581146 RENTAL EXPENSE - -3612203

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 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 (15 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)11Program ServicesInstruction$1,528,000
Europe (Including Iceland and Greenland)11Program ServicesResearch$17,000
Europe (Including Iceland and Greenland)11Program ServicesAdministrative Expenses$12,000
North America (Canada & Mexico only)00Program ServicesResearch$8,000
Central America and the Caribbean00Program ServicesInstruction$1,000
Middle East and North Africa00Program ServicesResearch$5,000
East Asia and the Pacific00Program ServicesInstruction$10,000
East Asia and the Pacific00Program ServicesResearch$1,000
South Asia00Program ServicesResearch$6,000
South Asia00Program ServicesInstruction$7,000
Sub-Saharan Africa00Program ServicesInstruction$39,000
Russia and Neighboring States00Program ServicesInstruction$3,000
Central America and the Caribbean00Investments$1,728,216,000
Europe (Including Iceland and Greenland)00Investments$21,200,000
Sub-Saharan Africa00Investments$27,202,000
FieldValueIRS element (for citing)
Subtotal Offices3SubtotalOfficesCnt
Subtotal Employees3SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office3TotalOfficeCnt
Total Employee3TotalEmployeeCnt
Subtotal Spent$1,778,255,000SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$1,778,255,000TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (5 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
FINANCIAL AID -SCHOLARSHIPS TO STUDENTSRussia and Neighboring States7$17,990CASH PAYMENTN/AFMV
FINANCIAL AID -SCHOLARSHIPS TO STUDENTSEurope (Including Iceland and Greenland)6$1,009,124CASH PAYMENTN/AFMV
FINANCIAL AID -SCHOLARSHIPS TO STUDENTSEast Asia and the Pacific29$171,168CASH PAYMENTN/AFMV
FINANCIAL AID -SCHOLARSHIPS TO STUDENTSMiddle East and North Africa29$3,300CASH PAYMENTN/AFMV
FELLOWSHIPSEurope (Including Iceland and Greenland)30$893,053CASH 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 (4 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(f) Total expenditures for and investments in the regionALL EXPENSES OF OUR PROGRAMS ARE RECORDED AS EXPENSES IN THE FINANCIAL STATEMENTS OF THE COLLEGE.
Schedule F, Part I, Line 3 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 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 I IRS990ScheduleI

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

Recipient Table RecipientTable (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
MASS MUSEUM OF CONTEMP ART
1040 MASS MOCA WAYNORTH ADAMSMA01247043113688501(C)(3)$50,500PROGRAM SUPPORT
VILLAGE AMBULANCE SERVICE INC
30 WATER STREETWILLIAMSTOWNMA01267042756911501(C)(3)$37,583PROGRAM SUPPORT
WILLIAMSTOWN COMMUNITY CHEST
PP BOX 204WILLIAMSTOWNMA01267046044550501(C)(3)$36,455PROGRAM SUPPORT
WILLIAMSTOWN FIRE DISTRICT
34 WATER STREETWILLIAMSTOWNMA01267042931280115$28,480PROGRAM SUPPORT
COMMUNITY IMAGES INC
50 SPRING STREETWILLIAMSTOWNMA01267043407257501(C)(3)$30,000PROGRAM SUPPORT
WILLINET
34 SPRING STREETWILLIAMSTOWNMA01267043253056501(C)(3)$12,500PROGRAM SUPPORT
NORTHERN BERKSHIRE UNITED WAY
PO BOX 955NORTH ADAMSMA01247042104785501(C)(3)$8,085PROGRAM SUPPORT
LEVER INC
85 MAIN STREETNORTH ADAMSMA01247464159401501(C)(3)$60,000PROGRAM SUPPORT
PROSPECT MOUNTAIN PARTNERS
PO BOX 4444BENNINGTONVT05201821194722501 (C) (3)$450,010PROGRAM SUPPORT
DESTINATION WILLIAMSTOWN
PO BOX 536WilliamstownMA01267472774322501 (C) (3)$5,000PROGRAM SUPPORT
MT GREYLOCK REGIONAL SCHOOL DISTRICT
1781 COLD SPRING ROADWILLIAMSTOWNMA01247046006433115$539,053PROGRAM SUPPORT
WILLIAMSTOWN ELEMENTARY SCHOOL
115 CHURCH STREETWILLIAMSTOWNMA01247046001368115$146,527PROGRAM SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org9Total501c3OrgCnt
Total Other Org3TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFINANCIAL AID - SCHOLARSHIPS TO STUDENTSGrantTypeTxt
Recipient1015RecipientCnt
Cash Grant$53,379,564CashGrantAmt

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
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
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$267,104$0$0$0$45,605$0$15,493$0$27,305$0$355,507$0$0$0
COLLETTE CHILTON
CHIEF INVESTMENT OFFICER$549,807$0$525,414$0$19,331$0$509,135$0$27,307$0$1,630,994$0$128,975$0
FREDERICK PUDDESTER
VP FOR FINANCE & ADMIN & TREAS$418,729$0$0$0$19,403$0$31,010$0$26,923$0$496,065$0$0$0
MEGAN E MOREY
VP OF COLLEGE RELATIONS$348,425$0$0$0$20,141$0$31,010$0$54,880$0$454,456$0$0$0
STEPHEN P KLASS
VP FOR CAMPUS LIFE$340,817$0$0$0$2,001$0$31,010$0$27,894$0$401,722$0$0$0
KELI A GAIL
SECRETARY OF THE COLLEGE$222,319$0$0$0$710$0$25,010$0$55,272$0$303,311$0$0$0
MARLENE J SANDSTROM
DEAN OF COLLEGE, PROF OF PSYCH$258,417$0$0$0$1,903$0$29,630$0$25,293$0$315,243$0$0$0
DAVID A LOVE
PROVOST, PROF OF ECONOMICS$255,201$0$0$0$1,959$0$29,930$0$33,868$0$320,958$0$0$0
JAMES REISCHE
VP OF COMMUNICATIONS$185,767$0$0$0$19,636$0$23,510$0$56,575$0$285,488$0$0$0
LETICIA Smith-Evans HAYNES
VP INSTL. DIVERSITY & EQUITY$199,469$0$0$0$251$0$23,330$0$32,778$0$255,828$0$0$0
DENISE K BUELL
DEAN OF THE FACULTY, PROF OF RELIGION$230,696$0$0$0$361$0$26,440$0$17,753$0$275,250$0$0$0
LEE Y PARK
DEAN OF THE FACULTY, PROF OF CHEMISTRY$199,575$0$0$0$751$0$22,541$0$17,386$0$240,253$0$0$0
BRADFORD B WAKEMAN
MANAGING DIR / COO, INV OFFICE$352,234$0$196,459$0$1,706$0$165,541$0$58,366$0$774,306$0$54,220$0
JULIA CROSBY
MANAGING DIRECTOR, INV OFFICE$333,354$0$197,484$0$1,752$0$171,499$0$18,942$0$723,031$0$49,908$0
ABIGAIL G WATTLEY
MANAGING DIRECTOR, INV OFFICE$262,748$0$136,202$0$0$0$135,760$0$4,751$0$539,461$0$25,524$0
ROBERT P VOLPI
DIRECTOR OF DINING SERVICES$149,386$0$750$0$87,280$0$16,175$0$8,703$0$262,294$0$0$0
MONICA M MACKEY
DIRECTOR OF PRINCIPAL GIVING$228,740$0$0$0$1,542$0$26,177$0$13,199$0$269,658$0$0$0
PETER MURPHY
PROF ENGLISH/FRMR KEY EMPLOYEE$154,153$0$0$0$851$0$17,135$0$16,759$0$188,898$0$0$0
PROTIK K MAJUMDER
PROF PHYSICS/FRMR PRESIDENT$300,921$0$0$0$763$0$27,982$0$41,508$0$371,174$0$0$0

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE:PRESIDENT MANDEL WAS REQUIRED TO LIVE ON CAMPUS AS A CONDITION OF HER EMPLOYMENT AND FOR THE CONVENIENCE OF WILLIAMS. Pursuant to section 119, the housing is excludable from income and was not treated as taxable compensation.
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 J, Part I, Line 1a First-class or charter travelTHE PRESIDENT TRAVELED FIRST CLASS ON A RED-eye FLIGHT BACK FROM A WEST COAST TRIP. 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.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useTWO LISTED OFFICERS RECEIVED A TAXABLE HOUSING ALLOWANCE. THE VALUE OF THE ALLOWANCE IS IMPUTED AS INCOME AND REPORTED ON FOR W-2. THE VALUE OF THE ALLOWANCE IS INCLUDED IN PART II, COLUMN B(III). ON OCCASION, ONE LISTED OFFICER USED COLLEGE RESIDENTIAL PROPERTY FOR PERSONAL USE. THE VALUE OF THE USE IS IMPUTED AS INCOME AND REPORTED ON FORM W-2. THE VALUE OF USE 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 WILLIAMSTOWN-BASED PRIVATE ALUMNI CLUB FOR ONE LISTED OFFICER - Maud Mandel, College President. THE AMOUNTS WERE REPORTED AS TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a Personal servicesPRESIDENT MANDEL RECEIVED CERTAIN PERSONAL SERVICES PROVIDED AT HER HOUSE. SUCH SERVICES THAT WERE NOT BUSINESS RELATED WERE REPORTED AS TAXABLE COMPENSATION.

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 J
A04245601157586CPX72006-04-03$73,396,5731996 & 2003 CURRENT REFUNDINGfalsefalsefalse
MASS DEVELOPMENT FINANCE AUTHORITY - SERIES O
B04343181457583UAA62011-03-24$92,077,256CONSTR AND 1993 & 2007 CURRENT REFUNDINGfalsefalsefalse
MASS HEALTH & EDU FACILITIES AUTHORITY - SERIES H&I
C04245601157585KW792003-04-02$115,049,757CONSTRC AND 1993 CURRENT REFUNDINGfalsefalsefalse
MASS DEVELOPMENT FINANCE AUTHORITY - 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 MaintAdequateBooksAndRecMaintIndBond DefeasedBondDefeasedAmtCapital ExpendituresCapitalExpendituresAmt
A$50,468,349$73,396,573$556,293$72,840,2802006Yes (true)falseYes (true)Yes (true)
B$12,261,832$92,077,256$661,056$41,250,0002013Yes (true)falseYes (true)Yes (true)$0$50,166,200
C$95,353,751$115,049,757$644,884$13,705,4682005Yes (true)falseYes (true)Yes (true)$100,699,405
D$12,349,110$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 Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0.00.0falsefalseYes (true)
Bfalsefalsefalsefalse0.00.0falsefalseYes (true)
Cfalsefalsefalsefalse0.00.0falsefalseYes (true)
Dfalsefalsefalsefalse0.00.0falsefalseYes (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)
BfalsefalseYes (true)falseYes (true)falsefalsefalseYes (true)
Trinity
CfalsefalsefalseYes (true)falsefalseYes (true)falseYes (true)3.0Yes (true)
(no name)
DfalseYes (true)Yes (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

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule K, Part IV, Line 2c COLUMN CFormAndLineReferenceDesc
ExplanationIssuer name: MASS. HEALTH & EDU FACILITIES AUTHORITY - SERIES H&I The calculation for computing no rebate due was performed on 01/01/2007ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MASS DEVELOPMENT FINANCE AGENCY - SERIES Q&R
A04343181457584XTN12016-07-14$118,161,121New construction and Refinance 2006 & 2007 debtfalsefalsefalse
MASS DEVELOPMENT FINANCE AGENCY SERIES S
B04343181457584XS772017-06-08$60,495,031CONSTRUCTIONfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmt
A$7,756,800$0$118,161,121$621,091$70,000,000$47,540,0302018Yes (true)falseYes (true)Yes (true)
B$482,000$0$60,495,031$387,376$60,000,000$107,6552019falsefalseYes (true)Yes (true)$0$0$0$0$0

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndPrivate Bus Use By OthersPrivateBusUseByOthersPct
Afalsefalsefalsefalse0.0falsefalseYes (true)
Bfalsefalsefalsefalse0.0falsefalseYes (true)0.0

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 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
AfalseYes (true)falsefalseYes (true)Yes (true)30.0falsefalsefalsefalseYes (true)
(no name)
BfalseYes (true)falsefalsefalsefalsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

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

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (6 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
STEPHEN KLASS
OFFICERMORTGAGE ON PRIMARY ResidenceYes (X)$100,000$59,638falsefalseYes (true)
FREDERICK PUDDESTER
OFFICERMORTGAGE ON PRIMARY ResidenceYes (X)$100,000$81,136falsefalseYes (true)
DENISE BUELL
OFFICERMORTGAGE ON PRIMARY ResidenceYes (X)$81,880$57,883falsefalseYes (true)
DAVID LOVE
OFFICERMORTGAGE ON PRIMARY ResidenceYes (X)$100,000$71,149falsefalseYes (true)
PROTIK MAJUMDER
OFFICERMORTGAGE ON PRIMARY ResidenceYes (X)$70,000$2,765falsefalseYes (true)
JAMES REISCHE
OFFICERMORTGAGE ON PRIMARY ResidenceYes (X)$45,000$42,837falsefalseYes (true)
FieldValueIRS element (for citing)
Total Balance Due$315,408TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
NOAH SANDSTROM
SPOUSE OF MARLENE J SANDSTROM, OFFICER$135,242EMPLOYMENT AGREEMENTfalse
AIMEE REISCHE
SPOUSE OF JAMES REISCHE, OFFICER$53,695EMPLOYMENT 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
Contribution6ContributionCnt
Noncash Contributions Rpt F990$581,773NoncashContributionsRptF990Amt
Method Of Determining RevenuesOpinions of expertsMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution282ContributionCnt
Noncash Contributions Rpt F990$10,989,177NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$3,000,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - NAVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received8Form8283ReceivedCnt
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 REPORTING THE NUMBER OF CONTRIBUTIONS.
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. There were no contributions of real property during the year.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part I, Line 1 BRIEF 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 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. A FINAL FORM 990 EXCLUDING THE NAMES OF ANONYMOUS DONORS AND THE AMOUNTS FOR CERTAIN ANONYMOUS DONORS WAS THEN DISTRIBUTED TO THE FULL BOARD BEFORE 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. This process last occurred from March to May 2019.
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. This process last occurred in April 2019.
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.
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 Present Value - -4510766; Adjustment for Post Employment Tax Liability - -1833326; Gain or Loss on Financial Contract Swaps - -3683098; Investment Income on Split Interest Agreements - 1687107; Change in Non Controlling interest - -57751;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
WILLIAMS RENEWABLES MANAGEMENT LLC
880 MAIN STREETWILLIAMSTOWNMA01267812960740RENEWABLE ENERGYMA$0$0WILLIAMS COLLEGE
WILLIAMS INN LLC
880 MAIN STREETWILLIAMSTOWNMA01267465431139HOTELMA$3,394,769$888,831WILLIAMS COLLEGE

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 (1)
880 Main streetWilliamstownMA01267FUNDRAISINGMAWILLIAMS COLLEGETrustYes (true)
CHAR REM TRUSTS (56) SEE PART VII
880 Main streetWilliamstownMA01267FUNDRAISINGWILLIAMS COLLEGETrustYes (true)
BERMAN INC
TREASURERS OFFICE HOPKINS HALLSWILLIAMSTOWNMA01267ArtUTWILLIAMS COLLEGEC CorporationYes (true)$0$225,0001
OUTSIDE CHAR REM TRSTS (48)
FUNDRAISINGTrustYes (true)N/A
WILLIAMS RENEWABLES LLC
880 MAIN STREETWILLIAMSTOWNMA01267RENEWABLE ENERGYMAWILLIAMS COLLEGEC CorporationYes (true)$0$3,405,8041812875267
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 OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
WILLIAMS COLLEGE OXFORD PROGRAMME
P$1,517,912CASH
PERPETUAL TRUSTS
C$688,106CASH
STERLING & FRANCINE CLARK ART INSTITUTE
S$100,000,000CASH

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.