WILLIAMS COLLEGE: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAMS COLLEGE (EIN 04-2104847)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-14
- IRS object ID
- 201931349349303158
- Schema version
- 2017v2.3
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T09:48:56-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SEAPORT BLVD SUITE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104847 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SUSAN HOGAN | InCareOfNm |
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 4135974412 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HOPKINS HALL PO BOX 67 | AddressLine1Txt |
| City | WILLIAMSTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01267 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDERICK PUDDESTER | PersonNm |
| Person Title | VP FIN/ADMIN & TREAS | PersonTitleTxt |
| Phone | 4135974412 | PhoneNum |
| Signature | 2019-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GWEN SPENCER | PreparerPersonNm |
| PTIN | P00641463 | PTIN |
| Phone | 6175305000 | PhoneNum |
| Preparation | 2019-05-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.188.33 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 04363820191345000004 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4A13A6C67652B6A1ED5D1248B2FCDDB031E8E6A1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5477481CA79227C5174834DE40144B170BD12694 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MAUD MANDEL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HOPKINS HALL PO BOX 67 | AddressLine1Txt |
| City | WILLIAMSTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01267 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $389,029,242 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.williams.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1793 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 3730 | TotalEmployeeCnt |
| Total Volunteers | 3276 | TotalVolunteersCnt |
| Total Gross UBI | -$659,564 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$2,273,625 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $119,314,764 | PYContributionsGrantsAmt |
| CY Contributions Grants | $70,532,953 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $142,240,869 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $146,925,534 | CYProgramServiceRevenueAmt |
| PY Investment Income | $17,986,171 | PYInvestmentIncomeAmt |
| CY Investment Income | $168,271,130 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,280,644 | PYOtherRevenueAmt |
| CY Other Revenue | $3,299,625 | CYOtherRevenueAmt |
| PY Total Revenue | $282,822,448 | PYTotalRevenueAmt |
| CY Total Revenue | $389,029,242 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $53,455,084 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $56,605,701 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $131,983,696 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $136,840,658 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,925,777 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $102,573,918 | PYOtherExpensesAmt |
| CY Other Expenses | $110,542,682 | CYOtherExpensesAmt |
| PY Total Expenses | $288,012,698 | PYTotalExpensesAmt |
| CY Total Expenses | $303,989,041 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,190,250 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $85,040,201 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,522,014,597 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,870,877,825 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $685,782,249 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $781,013,562 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,836,232,348 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,089,864,263 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $262,291,457 | ExpenseAmt |
| Grant | $56,605,701 | GrantAmt |
| Revenue | $146,925,534 | RevenueAmt |
| Desc | SEE SCHEDULE O. | Desc |
| Total Program Service Expenses | $262,291,457 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3140 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3730 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN HOGAN | PersonNm |
| Phone | 4135974204 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 67 | AddressLine1Txt |
| City | WILLIAMSTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01267 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ELIZABETH A ANDERSEN | ||||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| TIMOTHY A BARROWS | ||||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS M BELK | ||||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JILLIAN E CHARLES | ||||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| NORIKO HONDA CHEN | ||||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| VALERIE A DIFEBO | ||||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL R EISENSON | ||||||||||
| TRUSTEE/CHAIR | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM C FOOTE | ||||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| O ANDREAS HALVORSEN | ||||||||||
| TRUSTEE | 4.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| JEFFREY S HARLESTON | ||||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| COOPER CAMPBELL JACKSON | ||||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LEILA JERE | ||||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CLARENCE OTIS JR | ||||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD R PICKARD | ||||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KATHERINE L QUEENEY | ||||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ELIZABETH E ROBINSON | ||||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JONATHAN D SOKOLOFF | ||||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARK R TERCEK | ||||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SARAH MOLLMAN UNDERHILL | ||||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARTHA WILLIAMSON | ||||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| GREGORY H WOODS | ||||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ADAM FALK | ||||||||||
| PRESIDENT | 40.0 | 1.0 | Yes (X) | $648,610 | $0 | $106,771 | Yes (X) | |||
| COLLETTE CHILTON | ||||||||||
| CHIEF INVESTMENT OFFICER | 40.0 | 0.0 | $932,455 | $0 | $401,343 | Yes (X) | ||||
| KELI A GAIL | ||||||||||
| SECRETARY OF THE COLLEGE | 40.0 | 0.0 | $233,032 | $0 | $88,237 | Yes (X) | ||||
| STEPHEN P KLASS | ||||||||||
| VP FOR CAMPUS LIFE | 40.0 | 0.0 | $332,828 | $0 | $55,068 | Yes (X) | ||||
| PROTIK K MAJUMDER | ||||||||||
| SEE SCHEDULE O | 40.0 | 0.0 | $150,460 | $0 | $66,824 | Yes (X) | ||||
| FREDERICK PUDDESTER | ||||||||||
| VP FOR FINANCE & ADMIN & TREAS | 40.0 | 0.0 | $426,301 | $0 | $60,918 | Yes (X) | ||||
| LETICIA SE HAYNES | ||||||||||
| VP INSTL. DIVERSITY & EQUITY | 40.0 | 0.0 | $191,271 | $0 | $51,065 | Yes (X) | ||||
| MEGAN MOREY | ||||||||||
| VP OF COLLEGE RELATIONS | 40.0 | 0.0 | $244,095 | $0 | $50,386 | Yes (X) | ||||
| JAMES REISCHE | ||||||||||
| CHIEF COMMUNICATION OFFICER | 40.0 | 0.0 | $195,551 | $0 | $78,555 | Yes (X) | ||||
| DENISE BUELL | ||||||||||
| DEAN OF FACULTY, PROF OF RELIG | 40.0 | 0.0 | $227,310 | $0 | $50,380 | Yes (X) | ||||
| DAVID LOVE | ||||||||||
| PROVOST, PROF OF ECONOMICS | 40.0 | 0.0 | $250,233 | $0 | $51,587 | Yes (X) | ||||
| LEE PARK | ||||||||||
| ACTING DEAN OF THE COLLEGE | 40.0 | 0.0 | $178,504 | $0 | $44,363 | Yes (X) | ||||
| MARLENE SANDSTROM | ||||||||||
| DEAN OF COLLEGE, PROF OF PSYCH | 40.0 | 0.0 | $250,215 | $0 | $51,313 | Yes (X) | ||||
| JULIA CROSBY | ||||||||||
| MANAGING DIRECTOR, INV OFFICE | 40.0 | 0.0 | $459,488 | $0 | $150,933 | Yes (X) | ||||
| RICHARD NESBITT | ||||||||||
| SENIOR ADVISOR TO THE DEAN | 40.0 | 0.0 | $368,699 | $0 | $45,218 | Yes (X) | ||||
| JAY PASACHOFF | ||||||||||
| CHAIR AND PROF OF ASTRONOMY | 40.0 | 0.0 | $227,108 | $0 | $46,281 | Yes (X) | ||||
| BRADFORD B WAKEMAN | ||||||||||
| MANAGING DIR/COO, INV OFFICE | 40.0 | 0.0 | $520,313 | $0 | $189,547 | Yes (X) | ||||
| ABIGAIL WATTLEY | ||||||||||
| MANAGING DIRECTOR, INV OFFICE | 40.0 | 0.0 | $301,803 | $0 | $81,858 | Yes (X) | ||||
| PETER MURPHY | ||||||||||
| PROF ENGLISH/FMR KEY EMP | 40.0 | 0.0 | $148,220 | $0 | $39,167 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,286,496 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,709,814 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 270 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CONSIGLI CONSTRUCTION CO INC | |||||
| 72 SUMMER STREET | MILFORD | MA | 01757 | CONSTRUCTION | $44,479,798 |
| ENGINEERED CONSTRUCTION SVCS INC | |||||
| PO BOX 160 | RAYMOND | ME | 04071 | CONSTRUCTION | $8,837,364 |
| ENGELBERTH CONSTRUCTION INC | |||||
| 463 MOUNTAIN VIEW DRIVE | COLCHESTER | VT | 05446 | CONSTRUCTION | $7,206,688 |
| PAYETTE ASSOCIATES INC | |||||
| 290 CONGRESS STREET 5TH FLOOR | BOSTON | MA | 02210 | ARCHITECTS | $3,148,788 |
| GIGLIOTTI ELECTRIC INC | |||||
| PO BOX 553 | PITTSFIELD | MA | 01202 | CONSTRUCTION | $2,896,146 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 65 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,125,669 | GovernmentGrantsAmt |
| All Other Contributions | $68,407,284 | AllOtherContributionsAmt |
| Noncash Contributions | $16,696,630 | NoncashContributionsAmt |
| Total Contributions | $70,532,953 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| TUITION ROOM AND BOARD | 900099 | $139,901,367 | $139,901,367 | |
| WILLIAMS INN | 721000 | $3,419,027 | $138,847 | $3,280,180 |
| AUXILIARY REVENUE | 721110 | $2,578,026 | $2,578,026 | |
| ALL OTHER PROGRAM SERVICES | 900099 | $1,027,114 | $1,027,114 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $146,925,534 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $593,983 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$3,139,681 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,733,664 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $657,769 | TotalRevenueColumnAmt |
| Exclusion | $657,769 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,109,805 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,109,805 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,109,805 | TotalRevenueColumnAmt |
| Exclusion | $2,109,805 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $167,019,378 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $167,019,378 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $167,019,378 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,480,117 | UnrelatedBusinessRevenueAmt |
| Exclusion | $164,539,261 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CONFERENCES | 900099 | $1,122,840 | $1,122,840 |
| RECREATION ACTIVITIES | 713940 | $66,980 | $66,980 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,189,820 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $389,029,242 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $141,067,328 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$659,564 | UnrelatedBusinessRevenueAmt |
| Exclusion | $178,088,525 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $768,000 | TotalAmt |
| Program Services | $768,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,667,746 | TotalAmt |
| Program Services | $53,667,746 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,169,955 | TotalAmt |
| Program Services | $2,169,955 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,920,887 | TotalAmt |
| Program Services | $1,139,851 | ProgramServicesAmt |
| Management And General | $1,799,475 | ManagementAndGeneralAmt |
| Fundraising | $981,561 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,684 | TotalAmt |
| Program Services | $313,893 | ProgramServicesAmt |
| Management And General | $43,791 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,439,739 | TotalAmt |
| Program Services | $84,745,275 | ProgramServicesAmt |
| Management And General | $10,840,574 | ManagementAndGeneralAmt |
| Fundraising | $3,853,890 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,733,996 | TotalAmt |
| Program Services | $7,239,323 | ProgramServicesAmt |
| Management And General | $1,198,829 | ManagementAndGeneralAmt |
| Fundraising | $295,844 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,903,248 | TotalAmt |
| Program Services | $14,354,619 | ProgramServicesAmt |
| Management And General | $2,127,600 | ManagementAndGeneralAmt |
| Fundraising | $421,029 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,485,104 | TotalAmt |
| Program Services | $6,204,158 | ProgramServicesAmt |
| Management And General | $1,027,406 | ManagementAndGeneralAmt |
| Fundraising | $253,540 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,007 | TotalAmt |
| Program Services | $56,407 | ProgramServicesAmt |
| Management And General | $134,477 | ManagementAndGeneralAmt |
| Fundraising | $6,123 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,879 | TotalAmt |
| Program Services | $28,444 | ProgramServicesAmt |
| Management And General | $294,055 | ManagementAndGeneralAmt |
| Fundraising | $5,380 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,590,901 | TotalAmt |
| Program Services | $20,578,756 | ProgramServicesAmt |
| Management And General | $4,997,994 | ManagementAndGeneralAmt |
| Fundraising | $1,014,151 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,124 | TotalAmt |
| Program Services | $130,437 | ProgramServicesAmt |
| Management And General | $127,892 | ManagementAndGeneralAmt |
| Fundraising | $3,795 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,350,256 | TotalAmt |
| Program Services | $8,533,466 | ProgramServicesAmt |
| Management And General | $702,675 | ManagementAndGeneralAmt |
| Fundraising | $114,115 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,720,982 | TotalAmt |
| Program Services | $1,691,761 | ProgramServicesAmt |
| Management And General | $27,370 | ManagementAndGeneralAmt |
| Fundraising | $1,851 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,375,341 | TotalAmt |
| Program Services | $6,037,162 | ProgramServicesAmt |
| Management And General | $226,580 | ManagementAndGeneralAmt |
| Fundraising | $111,599 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,011,188 | TotalAmt |
| Program Services | $5,969,507 | ProgramServicesAmt |
| Management And General | $640,673 | ManagementAndGeneralAmt |
| Fundraising | $401,008 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,630 | TotalAmt |
| Program Services | $216,964 | ProgramServicesAmt |
| Management And General | $26,446 | ManagementAndGeneralAmt |
| Fundraising | $17,220 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,520,854 | TotalAmt |
| Program Services | $9,549,259 | ProgramServicesAmt |
| Management And General | $1,581,353 | ManagementAndGeneralAmt |
| Fundraising | $390,242 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,382,636 | TotalAmt |
| Program Services | $25,183,172 | ProgramServicesAmt |
| Management And General | $4,170,323 | ManagementAndGeneralAmt |
| Fundraising | $1,029,141 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,657,817 | TotalAmt |
| Program Services | $15,152 | ProgramServicesAmt |
| Management And General | $1,642,665 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FELLOWSHIPS/STUDENT PRIZES | $4,462,436 | $4,462,436 | ||
| EQUIPMENT RENTAL/MAINTENANCE | $10,422,631 | $9,235,714 | $1,161,629 | $25,288 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,989,041 | TotalAmt |
| Program Services | $262,291,457 | ProgramServicesAmt |
| Management And General | $32,771,807 | ManagementAndGeneralAmt |
| Fundraising | $8,925,777 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,855,507 | BOYAmt |
| EOY | $41,162,771 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,660,746 | BOYAmt |
| EOY | $42,516,079 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,608,891 | BOYAmt |
| EOY | $145,467,214 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,777,907 | BOYAmt |
| EOY | $846,728 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,916 | BOYAmt |
| EOY | $336,657 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,276,746 | BOYAmt |
| EOY | $15,292,145 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,082 | BOYAmt |
| EOY | $287,597 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,372,626 | BOYAmt |
| EOY | $9,492,054 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,003,338,728 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $381,359,219 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,625,317 | BOYAmt |
| EOY | $621,979,509 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,265,360 | BOYAmt |
| EOY | $46,395,340 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,486,138,016 | BOYAmt |
| EOY | $2,920,368,715 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,818,483 | BOYAmt |
| EOY | $26,733,016 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,522,014,597 | BOYAmt |
| EOY | $3,870,877,825 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,954,303 | BOYAmt |
| EOY | $71,979,346 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,959,720 | BOYAmt |
| EOY | $1,817,396 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $456,006,990 | BOYAmt |
| EOY | $445,364,331 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,605,909 | BOYAmt |
| EOY | $57,686,368 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,255,327 | BOYAmt |
| EOY | $204,166,121 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $685,782,249 | BOYAmt |
| EOY | $781,013,562 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,398,801 | BOYAmt |
| EOY | $387,694,579 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,808,263,436 | BOYAmt |
| EOY | $1,992,745,876 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $667,570,111 | BOYAmt |
| EOY | $709,423,808 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,836,232,348 | BOYAmt |
| EOY | $3,089,864,263 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,522,014,597 | BOYAmt |
| EOY | $3,870,877,825 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $85,040,201 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $164,772,231 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,819,483 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,651,639 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $133,207,640 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,769,484 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $119,314,764 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,532,953 | CurrentTaxYearAmt |
| Total | $451,476,480 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,651,639 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $133,207,640 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,769,484 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $119,314,764 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,532,953 | CurrentTaxYearAmt |
| Total | $451,476,480 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $99,232,887 | SubstantialContributorsTotAmt |
| Public Support Total170 | $352,243,593 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,089,574 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,604,771 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,852,743 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,143,438 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,501,238 | CurrentTaxYearAmt |
| Total | $25,191,764 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $476,668,244 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $689,552,304 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73897 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70969 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $47,021 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $47,021 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE C, PART II-B, LINE 1I | FormAndLineReferenceDesc |
| Explanation | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 0 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $0 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $107,079 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $0 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $2,442,795 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $0 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $467,726 | RevenuesIncludedAmt |
| Assets Included | $49,345,638 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,437,568,565 | BeginningYearBalanceAmt |
| Contributions | $28,249,560 | ContributionsAmt |
| Investment Earnings Or Losses | $311,454,291 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $22,758,502 | GrantsOrScholarshipsAmt |
| Other Expenditures | $77,012,257 | OtherExpendituresAmt |
| Administrative Expenses | $7,016,925 | AdministrativeExpensesAmt |
| End Year Balance | $2,670,484,732 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,206,607,150 | BeginningYearBalanceAmt |
| Contributions | $31,960,094 | ContributionsAmt |
| Investment Earnings Or Losses | $303,172,136 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $25,627,014 | GrantsOrScholarshipsAmt |
| Other Expenditures | $72,291,934 | OtherExpendituresAmt |
| Administrative Expenses | $6,251,867 | AdministrativeExpensesAmt |
| End Year Balance | $2,437,568,565 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,343,516,277 | BeginningYearBalanceAmt |
| Contributions | $25,914,486 | ContributionsAmt |
| Investment Earnings Or Losses | -$35,220,177 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $24,661,307 | GrantsOrScholarshipsAmt |
| Other Expenditures | $98,014,290 | OtherExpendituresAmt |
| Administrative Expenses | $4,927,839 | AdministrativeExpensesAmt |
| End Year Balance | $2,206,607,150 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,146,252,925 | BeginningYearBalanceAmt |
| Contributions | $99,282,688 | ContributionsAmt |
| Investment Earnings Or Losses | $213,600,715 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $21,630,783 | GrantsOrScholarshipsAmt |
| Other Expenditures | $87,704,016 | OtherExpendituresAmt |
| Administrative Expenses | $6,285,252 | AdministrativeExpensesAmt |
| End Year Balance | $2,343,516,277 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,889,182,032 | BeginningYearBalanceAmt |
| Contributions | $27,395,128 | ContributionsAmt |
| Investment Earnings Or Losses | $332,991,623 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $20,156,756 | GrantsOrScholarshipsAmt |
| Other Expenditures | $77,580,817 | OtherExpendituresAmt |
| Administrative Expenses | $5,578,285 | AdministrativeExpensesAmt |
| End Year Balance | $2,146,252,925 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.09740 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.23760 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.66500 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,028,776 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $12,854,905 | OtherCostOrOtherBasisAmt |
| Book Value | $13,883,681 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $3,487,854 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $753,804,563 | OtherCostOrOtherBasisAmt |
| Depreciation | $301,147,136 | DepreciationAmt |
| Book Value | $456,145,281 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $106,470,809 | OtherCostOrOtherBasisAmt |
| Depreciation | $58,971,718 | DepreciationAmt |
| Book Value | $47,499,091 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $125,691,821 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,240,365 | DepreciationAmt |
| Book Value | $104,451,456 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $621,979,509 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (8 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EQUITY FUNDS (LONG & SHORT) | $1,174,063,816 | F |
| ABSOLUTE RETURN FUNDS | $528,849,871 | F |
| VENTURE CAPITAL FUNDS | $440,138,570 | F |
| BUYOUT FUNDS | $148,390,740 | F |
| REAL ASSET FUNDS | $153,365,250 | F |
| REAL ESTATE FUNDS | $89,364,827 | F |
| FIXED INCOME FUNDS | $277,583,642 | F |
| OTHER INVESTMENT ASSETS | $108,611,999 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,920,368,715 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| US GOV'T ADVANCES FOR STUDENTS | $2,256,622 |
| INVEST. ON BEHALF OF SUPP ORG | $201,909,499 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $204,166,121 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $502,638,509 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $164,772,231 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,819,483 | OtherRevenueAmt |
| Revenue Not Reported | $168,591,714 | RevenueNotReportedAmt |
| Revenue Subtotal | $334,046,795 | RevenueSubtotalAmt |
| Other Revenues Not Included | $54,982,447 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $54,982,447 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $389,029,242 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $249,006,594 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $249,006,594 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $54,982,447 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $54,982,447 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $303,989,041 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE D, PART III, LINE 1A | THE COLLEGE'S ART AND RARE BOOK COLLECTIONS ARE RECORDED AT COST OR APPRAISED VALUE AT THE DATE OF ACQUISITION. COLLECTIONS ARE NOT DEPRECIATED. |
| FORM 990, SCHEDULE D, PART III, LINE 4 | THE MUSEUM'S PRINCIPAL MISSION IS TO ENCOURAGE MULTIDISCIPLINARY TEACHING THROUGH ENCOUNTERS WITH ART OBJECTS THAT TRAVERSE TIME PERIODS AND CULTURES. |
| FORM 990, SCHEDULE D, PART IV, LINE 2B | WILLIAMS COLLEGE SERVES AS TRUSTEE FOR VARIOUS CHARITABLE REMAINDER TRUSTS AND MAINTAINS THE ASSETS AND CORRESPONDING RESERVE LIABILITIES ON ITS BALANCE SHEET. |
| FORM 990, SCHEDULE D, PART V, LINE 4 | THE 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. |
| FORM 990, SCHEDULE D, PART XI, LINE 2D | LIFE INCOME PAYMENTS AND CHANGE IN PRESENT VALUE $ (1,371,090) GAIN AND NET SETTLEMENT ON INTEREST RATE SWAPS $ 2,100,268 INVESTMENT INCOME ON SPLIT INTEREST AGREEMENTS $ 1,731,168 CHANGE IN NET ASSETS NOT OWNED BY COLLEGE $ 1,359,137 TOTAL $ 3,819,483 |
| FORM 990, SCHEDULE D, PART XI, LINE 4B | FINANCIAL AID $54,982,447 |
| FORM 990, SCHEDULE D, PART XII, LINE 4B | FINANCIAL AID $54,982,447 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE E, LINE 3 | WILLIAMS COLLEGE COURSE CATALOG/BULLETIN AND ON THE COLLEGE'S WEBSITE AT WWW.WILLIAMS.EDU. |
| FORM 990, SCHEDULE E, LINE 6A | STUDENTS 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (18 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|
| Central America and the Caribbean | Investments | $1,584,392,479 | |
| Europe (Including Iceland and Greenland) | Investments | $16,923,396 | |
| Sub-Saharan Africa | Investments | $19,412,142 | |
| Europe (Including Iceland and Greenland) | Program Services | $1,208,170 | INSTRUCTION |
| Europe (Including Iceland and Greenland) | Program Services | $6,394 | RESEARCH |
| Europe (Including Iceland and Greenland) | Program Services | $8,443 | ADMINISTRATIVE EXPENSE |
| North America | Program Services | $5,053 | RESEARCH |
| North America | Program Services | $251 | ADMINISTRATIVE EXPENSE |
| South America | Program Services | $44,565 | INSTRUCTION |
| Central America and the Caribbean | Program Services | $35,599 | INSTRUCTION |
| Central America and the Caribbean | Program Services | $8,500 | RESEARCH |
| Central America and the Caribbean | Program Services | $10,437 | ADMINISTRATIVE EXPENSE |
| East Asia and the Pacific | Program Services | $31,466 | INSTRUCTION |
| East Asia and the Pacific | Program Services | $3,358 | RESEARCH |
| East Asia and the Pacific | Program Services | $650 | ADMINISTRATIVE EXPENSE |
| South Asia | Program Services | $2,250 | RESEARCH |
| Sub-Saharan Africa | Program Services | $3,660 | ADMINISTRATIVE EXPENSE |
| Russia and the Newly Independent States | Program Services | $8,693 | INSTRUCTION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $1,622,096,813 | SubtotalSpentAmt |
| Continuation Spent | $8,693 | ContinuationSpentAmt |
| Total Spent | $1,622,105,506 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| FINANCIAL AID - SCHOLARSHIPS TO STUDENTS | Russia and the Newly Independent States | 6 | $13,374 | N/A | FMV |
| FINANCIAL AID - SCHOLARSHIPS TO STUDENTS | Europe (Including Iceland and Greenland) | 22 | $1,145,327 | N/A | FMV |
| FINANCIAL AID - SCHOLARSHIPS TO STUDENTS | East Asia and the Pacific | 20 | $93,309 | N/A | FMV |
| FINANCIAL AID - SCHOLARSHIPS TO STUDENTS | Central America and the Caribbean | 16 | $59,301 | N/A | FMV |
| FINANCIAL AID - SCHOLARSHIPS TO STUDENTS | North America | 1 | $3,390 | N/A | FMV |
| FELLOWSHIPS | Europe (Including Iceland and Greenland) | 24 | $855,254 | N/A | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE F, PART I, COLUMN (F) | ALL EXPENSES OF OUR PROGRAMS ARE RECORDED AS EXPENSES IN THE FINANCIAL STATEMENTS OF THE COLLEGE. |
| FORM 990, SCHEDULE F, PART I, LINE 2 | FOR THE STUDENT TUITION PAYMENTS WE REMIT FUNDS DIRECTLY TO THE INSTITUTIONS BASED ON INVOICES RECEIVED FROM THE INSTITUTIONS. |
| FORM 990, SCHEDULE F, PART I, LINE 3 | THE 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 I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| MASS MUSEUM OF CONTEMP ART | ||||||||||
| 1040 MASS MOCA WAY | NORTH ADAMS | MA | 01247 | 043113688 | 501(C)(3) | $50,000 | N/A | N/A | PROGRAM SUPPORT | |
| VILLAGE AMBULANCE SERVICE INC | ||||||||||
| 30 WATER STREET | WILLIAMSTOWN | MA | 01267 | 042756911 | 501(C)(3) | $21,000 | N/A | N/A | PROGRAM SUPPORT | |
| WILLIAMSTOWN COMMUNITY CHEST | ||||||||||
| PO Box 204 | Williamstown | MA | 01267 | 046044550 | 501(C)(3) | $32,690 | N/A | N/A | PROGRAM SUPPORT | |
| WILLIAMSTOWN FIRE DISTRICT | ||||||||||
| 34 Water Street | Williamstown | MA | 01267 | 042931280 | 115 | $28,282 | N/A | N/A | PROGRAM SUPPORT | |
| IMAGES CINEMA | ||||||||||
| 50 Spring Street | Williamstown | MA | 01267 | 046407257 | 501(C)(3) | $30,000 | N/A | N/A | PROGRAM SUPPORT | |
| WILLINET | ||||||||||
| 34 Spring Street | Williamstown | MA | 01267 | 043253056 | 501(C)(3) | $12,500 | N/A | N/A | PROGRAM SUPPORT | |
| BERKSHIRE TOMORROWS INC | ||||||||||
| 1 Fenn Street | Pittsfield | MA | 01201 | 030572303 | 501(C)(3) | $10,000 | N/A | N/A | PROGRAM SUPPORT | |
| WILLIAMSTOWN HISTORICAL MUSEUM | ||||||||||
| 1095 MAIN STREET | WILLIAMSTOWN | MA | 01267 | 046118588 | 501(C)(3) | $15,000 | N/A | N/A | PROGRAM SUPPORT | |
| NORTHERN BERKSHIRE UNITED WAY | ||||||||||
| PO BOX 955 | NORTH ADAMS | MA | 01247 | 042104785 | 501(C)(3) | $7,147 | N/A | N/A | PROGRAM SUPORT | |
| 1 BERKSHIRES | ||||||||||
| 66 ALLEN STREET | PITTSFIELD | MA | 01201 | 273148082 | 501(C)(6) | $20,000 | N/A | N/A | PROGRAM SUPPORT | |
| WILLIAMSTOWN POLICE STATION | ||||||||||
| 31 North Street | Willamstown | MA | 01267 | 046001368 | 115 | $400,000 | n/a | n/a | PROGRAM SUPPORT | |
| LEVER INC | ||||||||||
| 85 MAIN STREET | NORTH ADAMS | MA | 01247 | 464159401 | 501(C)(3) | $25,000 | N/A | N/A | PROGRAM SUPPORT | SUITE 218 |
| LOUISON HOUSE | ||||||||||
| 395 OLD COLUMBIA STREET | ADAMS | MA | 01220 | 223051367 | 501(C)(3) | $25,000 | N/A | N/A | PROGRAM SUPPORT | |
| NORTHERN BERKSHIRE EMS | ||||||||||
| PO BOX 1045 | NORTH ADAMS | MA | 01247 | 042630567 | 501(C)(3) | $86,381 | N/A | N/A | PROGRAM SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 13 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID - SCHOLARSHIPS TO STUDENTS | GrantTypeTxt |
| Recipient | 1022 | RecipientCnt |
| Cash Grant | $53,667,746 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | MONITORING PROCEDURES | FormAndLineReferenceDesc |
| Explanation | FORM 990, SCHEDULE I, PART I, LINE 2 FINANCIAL AID 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. FORM 990, SCHEDULE I, PART III CASH GRANTS ARE CREDITS TO STUDENT ACCOUNTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADAM FALK | ||||||||||||||
| PRESIDENT | $504,964 | $0 | $0 | $0 | $143,646 | $0 | $30,458 | $0 | $76,313 | $0 | $755,381 | $0 | $0 | $0 |
| COLLETTE CHILTON | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $499,268 | $0 | $413,893 | $0 | $19,294 | $0 | $377,780 | $0 | $23,563 | $0 | $1,333,798 | $0 | $145,333 | $0 |
| KELI A GAIL | ||||||||||||||
| SECRETARY OF THE COLLEGE | $231,892 | $0 | $0 | $0 | $1,140 | $0 | $26,201 | $0 | $62,036 | $0 | $321,269 | $0 | $0 | $0 |
| STEPHEN P KLASS | ||||||||||||||
| VP FOR CAMPUS LIFE | $330,686 | $0 | $0 | $0 | $2,142 | $0 | $30,458 | $0 | $24,610 | $0 | $387,896 | $0 | $0 | $0 |
| PROTIK K MAJUMDER | ||||||||||||||
| SEE SCHEDULE O | $149,307 | $0 | $0 | $0 | $1,153 | $0 | $16,712 | $0 | $50,112 | $0 | $217,284 | $0 | $0 | $0 |
| FREDERICK PUDDESTER | ||||||||||||||
| VP FOR FINANCE & ADMIN & TREAS | $407,243 | $0 | $0 | $0 | $19,058 | $0 | $30,458 | $0 | $30,460 | $0 | $487,219 | $0 | $0 | $0 |
| LETICIA SE HAYNES | ||||||||||||||
| VP INSTL. DIVERSITY & EQUITY | $190,395 | $0 | $0 | $0 | $876 | $0 | $22,312 | $0 | $28,753 | $0 | $242,336 | $0 | $0 | $0 |
| MEGAN MOREY | ||||||||||||||
| VP OF COLLEGE RELATIONS | $230,547 | $0 | $0 | $0 | $13,548 | $0 | $20,638 | $0 | $29,748 | $0 | $294,481 | $0 | $0 | $0 |
| JAMES REISCHE | ||||||||||||||
| CHIEF COMMUNICATION OFFICER | $181,603 | $0 | $0 | $0 | $13,948 | $0 | $22,312 | $0 | $56,243 | $0 | $274,106 | $0 | $0 | $0 |
| DENISE BUELL | ||||||||||||||
| DEAN OF FACULTY, PROF OF RELIG | $226,817 | $0 | $0 | $0 | $493 | $0 | $26,141 | $0 | $24,239 | $0 | $277,690 | $0 | $0 | $0 |
| DAVID LOVE | ||||||||||||||
| PROVOST, PROF OF ECONOMICS | $248,645 | $0 | $0 | $0 | $1,588 | $0 | $28,601 | $0 | $22,986 | $0 | $301,820 | $0 | $0 | $0 |
| LEE PARK | ||||||||||||||
| ACTING DEAN OF THE COLLEGE | $177,628 | $0 | $0 | $0 | $876 | $0 | $20,244 | $0 | $24,119 | $0 | $222,867 | $0 | $0 | $0 |
| MARLENE SANDSTROM | ||||||||||||||
| DEAN OF COLLEGE, PROF OF PSYCH | $248,845 | $0 | $0 | $0 | $1,370 | $0 | $28,601 | $0 | $22,712 | $0 | $301,528 | $0 | $0 | $0 |
| JULIA CROSBY | ||||||||||||||
| MANAGING DIRECTOR, INV OFFICE | $319,140 | $0 | $138,537 | $0 | $1,811 | $0 | $126,172 | $0 | $24,761 | $0 | $610,421 | $0 | $37,364 | $0 |
| RICHARD NESBITT | ||||||||||||||
| SENIOR ADVISOR TO THE DEAN | $168,362 | $0 | $0 | $0 | $200,337 | $0 | $19,209 | $0 | $26,009 | $0 | $413,917 | $0 | $0 | $0 |
| JAY PASACHOFF | ||||||||||||||
| CHAIR AND PROF OF ASTRONOMY | $182,736 | $0 | $0 | $0 | $44,372 | $0 | $20,985 | $0 | $25,296 | $0 | $273,389 | $0 | $0 | $0 |
| BRADFORD B WAKEMAN | ||||||||||||||
| MANAGING DIR/COO, INV OFFICE | $342,704 | $0 | $175,428 | $0 | $2,181 | $0 | $134,334 | $0 | $55,213 | $0 | $709,860 | $0 | $62,430 | $0 |
| ABIGAIL WATTLEY | ||||||||||||||
| MANAGING DIRECTOR, INV OFFICE | $227,186 | $0 | $74,617 | $0 | $0 | $0 | $76,956 | $0 | $4,902 | $0 | $383,661 | $0 | $40,231 | $0 |
| PETER MURPHY | ||||||||||||||
| PROF ENGLISH/FMR KEY EMP | $147,244 | $0 | $0 | $0 | $976 | $0 | $16,414 | $0 | $22,753 | $0 | $187,387 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| BENEFITS | FORM 990, SCHEDULE J, PART I, LINE 1A TRAVEL FOR COMPANIONS: THE 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. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: TWO LISTED OFFICERS 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). 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). |
| HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: | WILLIAMS PAID DUES FOR A WILLIAMSTOWN-BASED GOLF COURSE MEMBERSHIP FOR ONE LISTED OFFICER. THE AMOUNTS WERE REPORTED AS TAXABLE COMPENSATION. |
| FORM 990, SCHEDULE J, PART I, LINE 4B | THE COLLEGE ESTABLISHED A DEFERRED COMPENSATION PLAN FOR AN EMPLOYEE. THE TERMS OF THE PLAN PROVIDE FOR THE COLLEGE TO MAKE ANNUAL SET-ASIDES AND LUMP SUM PAYOUTS AT THE VESTING DATE OF THE PLAN, PROVIDED THE EMPLOYEE REMAINS IN THEIR POSITION UNTIL THE VESTING DATE OF THEIR RESPECTIVE PLAN. |
| FORM 990, SCHEDULE J, PART I, LINE 4B AND LINE 7: | MEMBERS 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 ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MASS HEALTH & EDU FACILITIES AUTHORITY | ||||||||
| A | 042456011 | 57586CPX7 | 2006-04-03 | $73,396,573 | 1996 & 2003 CURRENT REFUNDING | false | false | false |
| MASS HEALTH & EDU FACILITIES AUTHORITY | ||||||||
| B | 043431814 | 57583UAA6 | 2011-03-02 | $92,077,256 | CONSTR AND 2007 CURRENT REFUNDING | false | false | false |
| MASS HEALTH & EDU FACILITIES AUTHORITY | ||||||||
| C | 042456011 | 57585KW79 | 2003-04-02 | $115,049,757 | CONSTRC AND 1993 CURRENT REFUNDING | false | false | false |
| MASS HEALTH & EDU FACILITIES AUTHORITY | ||||||||
| D | 043431814 | 57583UWRS | 2013-05-30 | $148,355,419 | NEW CONSTR & REF 2003, 2006 & 2007 | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $48,123,194 | $0 | $73,396,573 | $0 | $0 | $0 | $556,293 | $0 | $0 | $0 | $72,840,280 | $0 | 2006 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $11,176,600 | $0 | $92,077,256 | $0 | $0 | $0 | $661,056 | $0 | $0 | $50,166,200 | $41,250,000 | $0 | 2013 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $94,360,434 | $0 | $115,049,757 | $0 | $0 | $0 | $644,884 | $0 | $0 | $100,699,405 | $13,705,468 | $0 | 2005 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $10,827,978 | $0 | $148,355,419 | $0 | $0 | $0 | $840,287 | $0 | $0 | $67,001,789 | $80,513,343 | $0 | 2015 | Yes (true) | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | 0.00972 | 0.00972 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | 0.00580 | 0.00580 | false | false | false | Yes (true) |
| C | false | false | false | false | 0 | 0.01924 | 0.01924 | false | false | false | Yes (true) |
| D | false | false | false | false | 0 | 0.01370 | 0.01370 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | |||||||||||||||
| A | false | false | Yes (true) | false | Yes (true) | Yes (true) | 20. | false | false | false | 0 | false | Yes (true) | ||
| 0 | |||||||||||||||
| B | false | false | Yes (true) | false | Yes (true) | false | false | 0 | false | Yes (true) | |||||
| 0 | |||||||||||||||
| C | false | false | false | Yes (true) | false | false | Yes (true) | Trinity | false | Yes (true) | 3.2 | Yes (true) | |||
| 0 | |||||||||||||||
| D | false | Yes (true) | Yes (true) | false | false | false | false | 0 | false | Yes (true) | |||||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE K, PART IV, LINE 2C | FormAndLineReferenceDesc |
| Explanation | MASS. HEALTH & EDU FACILITIES AUTHORITY SERIES H&I (COLUMN C) HAD A REBATE CALCULATION PERFORMED IN JANUARY OF 2007. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MASS HEALTH & EDU FACILITIES AUTHORITY | ||||||||
| A | 043431814 | 57584XTN1 | 2016-07-14 | $118,161,121 | CONSTR & REF 2006 & 2007 | false | false | false |
| MASS DEVELOPMENT FINANCE AGENCY | ||||||||
| B | 043431814 | 57584XS77 | 2017-06-08 | $60,495,031 | CONSTRUCTION | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $4,122,977 | $0 | $118,161,121 | $0 | $0 | $0 | $621,091 | $0 | $0 | $69,999,711 | $47,540,030 | $289 | 2018 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $241,000 | $0 | $60,495,031 | $0 | $0 | $0 | $495,031 | $0 | $0 | $33,586,491 | $0 | $26,413,509 | false | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS | |||||||||||||
| A | false | Yes (true) | false | false | Yes (true) | Yes (true) | 30. | false | false | false | 0 | false | Yes (true) |
| 0 | |||||||||||||
| B | false | Yes (true) | false | false | false | false | false | false | false | 0 | false | Yes (true) | |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (6 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| STEPHEN KLASS | |||||||
| OFFICER | MORTGAGE ON PRIMARY | Yes (X) | $100,000 | $63,487 | false | false | Yes (true) |
| FREDERICK PUDDESTER | |||||||
| OFFICER | MORTGAGE ON PRIMARY | Yes (X) | $100,000 | $84,503 | false | false | Yes (true) |
| DENISE BUELL | |||||||
| OFFICER | MORTGAGE ON PRIMARY | Yes (X) | $81,880 | $62,834 | false | false | Yes (true) |
| DAVID LOVE | |||||||
| OFFICER | MORTGAGE ON PRIMARY | Yes (X) | $100,000 | $74,755 | false | false | Yes (true) |
| PROTIK MAJUMDER | |||||||
| OFFICER | MORTGAGE ON PRIMARY | Yes (X) | $70,000 | $6,797 | false | false | Yes (true) |
| JAMES REISCHE | |||||||
| OFFICER | MORTGAGE ON PRIMARY | Yes (X) | $45,000 | $44,281 | false | false | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $336,657 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| NOAH SANDSTROM | |||
| SPOUSE OF KEY EMPLOYEE | $130,366 | EMPLOYMENT AGREEMENT | false |
| AIMEE REISCHE | |||
| SPOUSE OF OFFICER | $43,791 | EMPLOYMENT AGREEMENT | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART II, COLUMN (H) | FormAndLineReferenceDesc |
| Explanation | ELIGIBLE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $467,726 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 373 | ContributionCnt |
| Noncash Contributions Rpt F990 | $15,444,004 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Sold at Market | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $354,900 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NAV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $430,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Form8283 Received | 11 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE M, PART I, COLUMN B | IN COLUMN B, THE COLLEGE IS REPORTING THE NUMBER OF CONTRIBUTIONS. |
| FORM 990, SCHEDULE M, PART I, LINE 32B | WILLIAMS COLLEGE GENERALLY USES A BROKER/AGENT TO FACILITATE THE SALE OF REAL PROPERTY. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| MISSION STATEMENT | FORM 990, PART I, LINE 1 AND PART III, LINE 1 WILLIAMS 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. |
| PROGRAM SERVICE ACCOMPLISHMENTS | FORM 990, PART III, LINE 4A WILLIAMS 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 MANY FOREIGN COUNTRIES. 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. |
| GOVERNING BODY AUTHORITY | FORM 990, PART VI, SECTION A, LINE 1A WILLIAMS 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, SECTION A, LINE 4 WILLIAMS COLLEGE AMENDED ITS BYLAWS IN APRIL OF 2018. THE AMENDED BYLAWS EXPANDED THE STATED RESPONSIBILITIES OF THE AUDIT COMMITTEE TO INCLUDE REVIEWING AND EVALUATING THE ADEQUACY OF THE COLLEGE'S INTERNAL CONTROLS, AS WELL AS ITS POLICIES AND PRACTICES FOR ENSURING COMPLIANCE WITH APPLICABLE LAWS AND REGULATIONS. THE RESPONSIBILITIES OF THE AUDIT COMMITTEE NOW ALSO INCLUDE PROVIDING FEEDBACK TO THE COLLEGE ON AREAS OF INTEREST AND CONCERN WITH REGARD TO ENTERPRISE RISK MANAGEMENT. |
| REVIEW PROCESS FOR FORM 990 | FORM 990, PART VI, LINE 11A WORKING WITH PRICEWATERHOUSECOOPERS, LLP ("PWC"), THE FORM 990 IS PREPARED FOR REVIEW BY SENIOR MANAGEMENT AND THE AUDIT COMMITTEE. PWC 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. |
| CONFLICT OF INTEREST | FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE ANNUALLY. THE DISCLOSURE FORMS ARE REVIEWED BY THE CHAIR OF THE AUDIT COMMITTEE. TRUSTEES 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 AND EMPLOYEES ARE REQUIRED TO REPORT ANY MID-YEAR CHANGES TO THE PRESIDENT'S OFFICE AND THEIR SUPERVISOR RESPECTIVELY. |
| PROCESS FOR DETERMINING COMPENSATION | FORM 990, PART VI, SECTION B, LINE 15 WILLIAMS COLLEGE ASSIGNS THE DUTY OF SETTING EXECUTIVE COMPENSATION TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE SELECTS A SUBSET OF THE COMMITTEE TO SERVE AS AN INDEPENDENT COMPENSATION COMMITTEE THAT ANNUALLY REVIEWS THE COMPENSATION OF THE PRESIDENT. THIS COMMITTEE CONSIDERS COMPENSATION SURVEYS, MARKET DATA AND ANALYSES. THE COMMITTEE'S DELIBERATIONS ARE NOTED. THE COMPENSATION OF THE ORGANIZATION'S OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE PRESIDENT. THE PRESIDENT CONSIDERS COMPENSATION SURVEYS, MARKET DATA AND ANALYSES. The President's deliberations and decisions are also documented. |
| PUBLIC INSPECTION | FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS AVAILABLE UPON REQUEST, ON THE COLLEGE WEBSITE, AND ON GUIDESTAR.ORG. |
| GOVERNING DOCUMENTS | FORM 990, PART VI, SECTION C, LINE 19 Williams College's governing documents, conflict of interest policy, and financial statements are posted on the College website. FORM 990, PART VII, SECTION A PROTIK MAJUMDER BECAME INTERIM PRESIDENT (AN OFFICER) EFFECTIVE JANUARY 1, 2018. THEREFORE, AS REQUIRED HE IS LISTED ON PART VII AND SCHEDULE J, PART II, WITH CALENDAR YEAR 2017 COMPENSATION REPORTED. |
| INVESTMENT EXPENSES | FORM 990, PART IX, LINES 5 AND 11F INVESTMENT EXPENSES ARE REPORTED NET WITH INVESTMENT INCOME, CONSISTENT WITH FINANCIAL STATEMENT REPORTING. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 9 LIFE INCOME PAYMENTS AND CHANGE IN PRESENT VALUE $ (1,371,090) GAIN AND NET SETTLEMENT ON INTEREST RATE SWAPS $ 2,100,268 INVESTMENT INCOME ON SPLIT INTEREST AGREEMENTS $ 1,731,168 CHANGE IN NET ASSETS NOT OWNED BY COLLEGE $ 1,359,137 _________ TOTAL $ 3,819,483 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAMS RENEWABLES MANAGEMENT LLC | |||||||||
| 880 MAIN STREET | WILLIAMSTOWN | MA | 01267 | 812960740 | REN. ENERGY | MA | $0 | $0 | WILLIAMS |
| WILLIAMS INN LLC | |||||||||
| 880 MAIN STREET | WILLIAMSTOWN | MA | 01267 | 465431139 | HOTEL | MA | $3,418,219 | $595,965 | WILLIAMS |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STERLING & FRANCINE CLARK ART INSTITUTE | ||||||||||||||||
| 225 South Street | WILLIAMSTOWN | MA | 01267 | 042163004 | ART MUSEUM | MA | 501(C)(3) | 12.A | WILLIAMS | Yes (true) | ||||||
| ASSOCIATED KYOTO PROGRAM INC | ||||||||||||||||
| college hall rm 204 | northampton | MA | 01063 | 042996114 | EDUCATION | MA | 501(C)(3) | 12.d | NA | false | ||||||
| WILLIAMS COLLEGE LAND FOUNDATION | ||||||||||||||||
| 880 main street | WILLIAMSTOWN | MA | 01267 | 043158500 | RE HOLDING | MA | 501(C)(2) | N/A | WILLIAMS | Yes (true) | ||||||
| WILLIAMS COLLEGE OXFORD PROGRAMME | ||||||||||||||||
| EDUCATION | 501(C)(3) | N/A | WILLIAMS | Yes (true) | 145 Banbury Road 0X27AN | Oxford | England | UK | UK | |||||||
| WILLIAMS COLLEGE FOUNDATION (UK) LIMITED | ||||||||||||||||
| EDUCATION | 501(C)(3) | N/A | WILLIAMS | Yes (true) | 99 DURLSTON ROAD | LONDON | ENGLAND | UK | UK | E5 8RP | ||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMONDS ROAD SOLAR LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 MAIN STREET | AddressLine1Txt |
| City | WILLIAMSTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01267 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 812975825 | EIN |
| Primary Activities | REN. ENERGY | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WMS REN LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Share Of Total Income | $0 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $0 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| UBI Code V | $0 | UBICodeVAmt |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
| Ownership | 1.00000 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| POOLED INCOME FUNDS (3) | ||||||||||||
| FUNDRAISING | MA | WILLIAMS | TRUST | Yes (true) | ||||||||
| PERPETUAL TRUSTS (1) | ||||||||||||
| FUNDRAISING | NY | WILLIAMS | TRUST | Yes (true) | ||||||||
| SEE PART VII | ||||||||||||
| HOLDING | UT | WILLIAMS | C CORP | Yes (true) | ||||||||
| CHAR REM TRSTS (56) SEE PART VII | ||||||||||||
| FUNDRAISING | WILLIAMS | TRUST | Yes (true) | |||||||||
| OUTSIDE CHAR REM TRSTS(29)SEE PART VII | ||||||||||||
| FUNDRAISING | NA | TRUST | Yes (true) | |||||||||
| WILLIAMS RENEWABLES LLC | ||||||||||||
| REN. ENERGY | MA | WILLIAMS | C CORP | Yes (true) | 880 MAIN STREET | WILLIAMSTOWN | MA | 01267 | 812875267 | $0 | $5,067,633 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WILLIAMS COLLEGE OXFORD PROGRAMME | ||
| P | $1,251,957 | CASH |
| PERPETUAL TRUSTS | ||
| C | $687,653 | CASH |
| STERLING & FRANCINE CLARK ART INSTITUTE | ||
| S | $100,000,000 | CASH |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE R, PART IV, LINE (3), COLUMN (A) | THE COLLEGE OWNS A CORPORATION WHOSE SOLE ASSET IS A PAINTING WHICH RESIDES AT THE COLLEGE'S MUSEUM. |
| FORM 990, SCHEDULE R, PART IV, LINE (4), COLUMN (C) | THE CHARITABLE REMAINDER TRUSTS DISCLOSED IN PART IV, LINE (4) ARE LEGALLY DOMICILED IN CA, IL, MA, AND NY. |
| FORM 990, SCHEDULE R, PART IV, LINE (5), COLUMN (C) | THE OUTSIDE MANAGED CHARITABLE REMAINDER TRUSTS DISCLOSED IN PART IV, LINE (5) ARE LEGALLY DOMICILED IN MA AND NY. |