FURP.ORG / PUBLIC DATA EXPLORER

WILLIAMS COLLEGE: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
WILLIAMS COLLEGE (EIN 04-2104847)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-14
IRS object ID
201841349349303764
Schema version
2016v3.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-14T11:15:55-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 SEAPORT BOULEVARDAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042104847EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAMS COLLEGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% SUSAN HOGANInCareOfNm
Business Name ControlWILLBusinessNameControlTxt
Phone4135974412PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFREDERICK W PUDDESTERPersonNm
Person TitleVP FIN/ADMIN & TREASPersonTitleTxt
Phone4135974412PhoneNum
Signature2018-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGWEN SPENCERPreparerPersonNm
PTINP00641463PTIN
Phone6175305000PhoneNum
Preparation2018-04-29PreparationDt
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPROTIK K MAJUMDERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1HOPKINS HALL PO BOX 67AddressLine1Txt
CityWILLIAMSTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01267ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$282,822,448GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.williams.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1793FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE O.ActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee3642TotalEmployeeCnt
Total Volunteers3198TotalVolunteersCnt
Total Gross UBI$6,812,653TotalGrossUBIAmt
PY Contributions Grants$68,769,484PYContributionsGrantsAmt
CY Contributions Grants$119,314,764CYContributionsGrantsAmt
PY Program Service Revenue$138,589,497PYProgramServiceRevenueAmt
CY Program Service Revenue$142,240,869CYProgramServiceRevenueAmt
PY Investment Income$130,912,090PYInvestmentIncomeAmt
CY Investment Income$17,986,171CYInvestmentIncomeAmt
PY Other Revenue$3,083,526PYOtherRevenueAmt
CY Other Revenue$3,280,644CYOtherRevenueAmt
PY Total Revenue$341,354,597PYTotalRevenueAmt
CY Total Revenue$282,822,448CYTotalRevenueAmt
PY Grants And Similar Paid$53,888,555PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$53,455,084CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$132,817,992PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$131,983,696CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$8,431,261CYTotalFundraisingExpenseAmt
PY Other Expenses$98,702,535PYOtherExpensesAmt
CY Other Expenses$102,573,918CYOtherExpensesAmt
PY Total Expenses$285,409,082PYTotalExpensesAmt
CY Total Expenses$288,012,698CYTotalExpensesAmt
PY Revenues Less Expenses$55,945,515PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$5,190,250CYRevenuesLessExpensesAmt
Total Assets BOY$2,996,002,215TotalAssetsBOYAmt
Total Assets EOY$3,522,014,597TotalAssetsEOYAmt
Total Liabilities BOY$463,458,047TotalLiabilitiesBOYAmt
Total Liabilities EOY$685,782,249TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,532,544,168NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,836,232,348NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE O.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$248,760,390ExpenseAmt
Grant$53,455,084GrantAmt
Revenue$142,240,869RevenueAmt
DescSEE SCHEDULE O.Desc
Total Program Service Expenses$248,760,390TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document3155IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3642EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryUKForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members22GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSUSAN HOGANPersonNm
Phone4135974204PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ELIZABETH A ANDERSEN
TRUSTEE4.00.0Yes (X)$0$0$0
TIMOTHY A BARROWS
TRUSTEE4.00.0Yes (X)$0$0$0
THOMAS M BELK
TRUSTEE4.00.0Yes (X)$0$0$0
NORIKO HONDA CHEN
TRUSTEE4.00.0Yes (X)$0$0$0
VALERIE A DIFEBO
TRUSTEE4.00.0Yes (X)$0$0$0
MICHAEL R EISENSON
TRUSTEE/CHAIR6.00.0Yes (X)$0$0$0
WILLIAM C FOOTE
TRUSTEE4.00.0Yes (X)$0$0$0
O ANDREAS HALVORSEN
TRUSTEE4.01.0Yes (X)$0$0$0
YVONNE HAO
TRUSTEE4.00.0Yes (X)$0$0$0
JEFFREY S HARLESTON
TRUSTEE4.00.0Yes (X)$0$0$0
JOEY SHAISTA HORN
TRUSTEE (UNTIL 2/17)4.00.0Yes (X)$0$0$0
COOPER CAMPBELL JACKSON
TRUSTEE4.00.0Yes (X)$0$0$0
CARON GARCIA MARTINEZ
TRUSTEE4.00.0Yes (X)$0$0$0
CLARENCE OTIS JR
TRUSTEE4.00.0Yes (X)$0$0$0
RICHARD R PICKARD
TRUSTEE4.00.0Yes (X)$0$0$0
KATHERINE L QUEENEY
TRUSTEE4.00.0Yes (X)$0$0$0
ELIZABETH E ROBINSON
TRUSTEE4.00.0Yes (X)$0$0$0
JONATHAN D SOKOLOFF
TRUSTEE4.00.0Yes (X)$0$0$0
MARK R TERCEK
TRUSTEE4.00.0Yes (X)$0$0$0
SARAH MOLLMAN UNDERHILL
TRUSTEE4.00.0Yes (X)$0$0$0
MARTHA WILLIAMSON
TRUSTEE4.00.0Yes (X)$0$0$0
GREGORY H WOODS
TRUSTEE4.00.0Yes (X)$0$0$0
ADAM FALK
PRESIDENT40.01.0Yes (X)$642,887$0$107,414Yes (X)
COLLETTE CHILTON
CHIEF INVESTMENT OFFICER40.00.0$715,217$0$167,951Yes (X)
KELI A GAIL
SECRETARY OF THE COLLEGE40.00.0$211,115$0$76,755Yes (X)
STEPHEN P KLASS
VP FOR CAMPUS LIFE40.00.0$323,187$0$65,937Yes (X)
FREDERICK PUDDESTER
VP FOR FINANCE & ADMIN & TREAS40.00.0$416,825$0$55,113Yes (X)
ANGELA P SCHAEFFER
CHIEF COMM OFFICER (UT 12/16)40.00.0$191,919$0$46,726Yes (X)
LETICIA S E HAYNES
VP INSTL. DIVERSITY & EQUITY40.00.0$181,726$0$45,794Yes (X)
MEGAN MOREY AS OF 5117
VP OF COLLEGE RELATIONS40.00.0$0$0$0Yes (X)
JAMES REISCHE AS OF 1217
CHIEF COMMUNICATION OFFICER40.00.0$0$0$0Yes (X)
DENISE BUELL
DEAN OF THE FACULTY40.00.0$244,858$0$53,429Yes (X)
SARAH BOLTON UT63016
DEAN OF COLL/PROF OF PHYSICS40.00.0$148,705$0$26,962Yes (X)
WILLIAM DUDLEY
PROV/PROF OF PHIL (UT 8/31/16)40.00.0$253,151$0$52,713Yes (X)
DAVID A LOVE
PROVOST, PROF OF ECONOMICS40.00.0$160,389$0$41,422Yes (X)
MARLENE J SANDSTROM
DEAN OF COLLEGE, PROF OF PSYCH40.00.0$178,172$0$43,634Yes (X)
JULIA CROSBY
Managing Director, INV OFFICE40.00.0$366,562$0$58,329Yes (X)
LOUIS SOUSA
MAN.DIR. INV.OFF. (UT 3/31/16)40.00.0$385,078$0$24,311Yes (X)
BRADFORD B WAKEMAN
Managing Dir/COO, INV OFFICE40.00.0$437,931$0$85,047Yes (X)
MONICA M MACKEY
DIRECTOR OF PRINCIPAL GIVING40.00.0$219,102$0$36,530Yes (X)
JAY M PASACHOFF
PROFESSOR OF ASTRONOMY40.00.0$215,498$0$49,049Yes (X)
JOHN MALCOLM
VP FOR COLL. REL. (UT 6/30/16)40.00.0$147,702$0$20,790Yes (X)
PETER MURPHY
PROF ENGLISH/FRMR KEY EMP40.00.0$140,321$0$40,827Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,580,345TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,098,733TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K246IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ENGELBERTH CONSTRUCTION INC
463 MOUNTAIN VIEW DRIVECOLCHESTERVT05446CONSTRUCTION$6,368,650
CONSIGLI CONSTRUCTION CO INC
72 SUMMER STREETMILFORDMA01757CONSTRUCTION$31,041,376
ENGINEERED CONSTRUCTION SERVICES IN
PO BOX 160RAYMONDME04071CONSTRUCTION$8,269,372
CAMBRIDGE SEVEN ASSOCIATES INC
1050 MASSACHUSETTS AVENUECAMBRIDGEMA02138CONSTRUCTION$1,881,232
GIGLIOTTI ELECTRIC INC
PO BOX 553PITTSFIELDMA01202CONSTRUCTION$1,597,117
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K56CntrctRcvdGreaterThan100KCnt
Government Grants$2,380,614GovernmentGrantsAmt
All Other Contributions$116,934,150AllOtherContributionsAmt
Noncash Contributions$18,616,041NoncashContributionsAmt
Total Contributions$119,314,764TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
TUITION ROOM AND BOARD900099$135,547,408$135,547,408
WILLIAMS INN721000$3,488,060$204,331$3,283,729
AUXILIARY REVENUE721110$2,188,240$2,188,240
ALL OTHER PROGRAM SERVICES900099$1,017,161$1,017,161
FieldValueIRS element (for citing)
Total Program Service Revenue$142,240,869TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$416,320TotalRevenueColumnAmt
Unrelated Business Revenue$3,934,501UnrelatedBusinessRevenueAmt
Exclusion-$3,518,181ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$148,932TotalRevenueColumnAmt
Exclusion$148,932ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$2,060,005RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$2,060,005RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,060,005TotalRevenueColumnAmt
Exclusion$2,060,005ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$17,420,919SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$17,420,919SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,420,919TotalRevenueColumnAmt
Unrelated Business Revenue$2,878,152UnrelatedBusinessRevenueAmt
Exclusion$14,542,767ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
CONFERENCES900099$1,147,044$1,147,044
RECREATION ACTIVITIES713940$73,595$73,595
FieldValueIRS element (for citing)
Other Revenue Total$1,220,639OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$282,822,448TotalRevenueColumnAmt
Related Or Exempt Func Income$136,768,900RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$6,812,653UnrelatedBusinessRevenueAmt
Exclusion$19,926,131ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,199,017TotalAmt
Program Services$2,199,017ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$50,289,355TotalAmt
Program Services$50,289,355ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$966,712TotalAmt
Program Services$966,712ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,740,339TotalAmt
Program Services$1,051,297ProgramServicesAmt
Management And General$1,968,647ManagementAndGeneralAmt
Fundraising$720,395FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$437,597TotalAmt
Program Services$417,946ProgramServicesAmt
Management And General$19,651ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$95,686,550TotalAmt
Program Services$82,987,730ProgramServicesAmt
Management And General$8,973,838ManagementAndGeneralAmt
Fundraising$3,724,982FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$8,341,413TotalAmt
Program Services$6,883,945ProgramServicesAmt
Management And General$1,168,523ManagementAndGeneralAmt
Fundraising$288,945FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$16,845,748TotalAmt
Program Services$14,197,356ProgramServicesAmt
Management And General$2,158,106ManagementAndGeneralAmt
Fundraising$490,286FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,932,049TotalAmt
Program Services$5,720,835ProgramServicesAmt
Management And General$971,090ManagementAndGeneralAmt
Fundraising$240,124FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$516,208TotalAmt
Program Services$90,691ProgramServicesAmt
Management And General$395,320ManagementAndGeneralAmt
Fundraising$30,197FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$286,004TotalAmt
Program Services$3,675ProgramServicesAmt
Management And General$282,329ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$23,031,685TotalAmt
Program Services$16,489,671ProgramServicesAmt
Management And General$5,760,680ManagementAndGeneralAmt
Fundraising$781,334FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$246,605TotalAmt
Program Services$112,227ProgramServicesAmt
Management And General$132,924ManagementAndGeneralAmt
Fundraising$1,454FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,834,355TotalAmt
Program Services$8,128,135ProgramServicesAmt
Management And General$572,217ManagementAndGeneralAmt
Fundraising$134,003FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,844,422TotalAmt
Program Services$1,805,006ProgramServicesAmt
Management And General$37,149ManagementAndGeneralAmt
Fundraising$2,267FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,415,088TotalAmt
Program Services$6,088,764ProgramServicesAmt
Management And General$218,637ManagementAndGeneralAmt
Fundraising$107,687FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,812,350TotalAmt
Program Services$5,719,223ProgramServicesAmt
Management And General$580,078ManagementAndGeneralAmt
Fundraising$513,049FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$251,764TotalAmt
Program Services$208,362ProgramServicesAmt
Management And General$31,931ManagementAndGeneralAmt
Fundraising$11,471FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$10,783,701TotalAmt
Program Services$8,899,501ProgramServicesAmt
Management And General$1,510,656ManagementAndGeneralAmt
Fundraising$373,544FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$28,483,818TotalAmt
Program Services$23,506,934ProgramServicesAmt
Management And General$3,990,213ManagementAndGeneralAmt
Fundraising$986,671FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,382,665TotalAmt
Program Services$16,284ProgramServicesAmt
Management And General$1,366,313ManagementAndGeneralAmt
Fundraising$68FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
FELLOWSHIPS/STUDENT PRIZES$4,828,690$4,828,690
EQUIPMENT RENTAL/MAINTENANCE$8,856,563$8,149,034$682,745$24,784

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$288,012,698TotalAmt
Program Services$248,760,390ProgramServicesAmt
Management And General$30,821,047ManagementAndGeneralAmt
Fundraising$8,431,261FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$18,563,534BOYAmt
EOY$26,855,507EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$36,014,281BOYAmt
EOY$24,660,746EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$140,841,594BOYAmt
EOY$161,608,891EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,176,191BOYAmt
EOY$1,777,907EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$471,874BOYAmt
EOY$300,916EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$15,640,682BOYAmt
EOY$15,276,746EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$312,889BOYAmt
EOY$314,082EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$9,614,032BOYAmt
EOY$10,372,626EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$910,275,264LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$359,649,947LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$495,680,604BOYAmt
EOY$550,625,317EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$53,501,257BOYAmt
EOY$57,265,360EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,224,185,277BOYAmt
EOY$2,486,138,016EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$186,818,483EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,996,002,215BOYAmt
EOY$3,522,014,597EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$72,170,307BOYAmt
EOY$75,954,303EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,848,731BOYAmt
EOY$1,959,720EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$327,710,857BOYAmt
EOY$456,006,990EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$58,458,322BOYAmt
EOY$58,605,909EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,269,830BOYAmt
EOY$93,255,327EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$463,458,047BOYAmt
EOY$685,782,249EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$326,063,381BOYAmt
EOY$360,398,801EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,577,534,394BOYAmt
EOY$1,808,263,436EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$628,946,393BOYAmt
EOY$667,570,111EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,532,544,168BOYAmt
EOY$2,836,232,348EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,996,002,215BOYAmt
EOY$3,522,014,597EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$5,190,250ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$305,350,975NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$3,527,455OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$47,342,033CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$59,651,639CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$133,207,640CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$68,769,484CurrentTaxYearMinus1YearAmt
Current Tax Year$119,314,764CurrentTaxYearAmt
Total$428,285,560TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$47,342,033CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$59,651,639CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$133,207,640CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$68,769,484CurrentTaxYearMinus1YearAmt
Current Tax Year$119,314,764CurrentTaxYearAmt
Total$428,285,560TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$107,716,240SubstantialContributorsTotAmt
Public Support Total170$320,569,320PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,727,253CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,089,574CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,604,771CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,852,743CurrentTaxYearMinus1YearAmt
Current Tax Year$6,143,438CurrentTaxYearAmt
Total$23,417,779TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$451,703,339TotalSupportAmt
Gross Receipts Rltd Activities$660,698,366GrossReceiptsRltdActivitiesAmt
Public Support CY1700.70969PublicSupportCY170Pct
Public Support PY1700.73620PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$44,888OtherActivitiesAmt
Total Lobbying Expenditures$44,888TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE C, PART II-B, LINE 1IFormAndLineReferenceDesc
ExplanationTHE ORGANIZATION PAYS MEMBERSHIP DUES TO MEMBER ORGANIZATIONS INCLUDING NACUBO, NAICU, AND AICUM WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. THEREFORE, A PORTION OF THE DUES MAY BE ATTRIBUTABLE TO LOBBYING ACTIVITIES.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held1DonorAdvisedFundsHeldCnt
Donor Advised Funds Grants$102,999DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$2,259,646DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$305,300RevenuesIncludedAmt
Assets Included$47,957,562AssetsIncludedAmt
FieldValueIRS element (for citing)
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,206,607,150BeginningYearBalanceAmt
Contributions$31,960,094ContributionsAmt
Investment Earnings Or Losses$303,172,136InvestmentEarningsOrLossesAmt
Grants Or Scholarships$25,627,014GrantsOrScholarshipsAmt
Other Expenditures$72,291,934OtherExpendituresAmt
Administrative Expenses$6,251,867AdministrativeExpensesAmt
End Year Balance$2,437,568,565EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,343,516,277BeginningYearBalanceAmt
Contributions$25,914,486ContributionsAmt
Investment Earnings Or Losses-$35,220,177InvestmentEarningsOrLossesAmt
Grants Or Scholarships$24,661,307GrantsOrScholarshipsAmt
Other Expenditures$98,014,290OtherExpendituresAmt
Administrative Expenses$4,927,839AdministrativeExpensesAmt
End Year Balance$2,206,607,150EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,146,252,925BeginningYearBalanceAmt
Contributions$99,282,688ContributionsAmt
Investment Earnings Or Losses$213,600,715InvestmentEarningsOrLossesAmt
Grants Or Scholarships$21,630,783GrantsOrScholarshipsAmt
Other Expenditures$87,704,016OtherExpendituresAmt
Administrative Expenses$6,285,252AdministrativeExpensesAmt
End Year Balance$2,343,516,277EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,889,182,032BeginningYearBalanceAmt
Contributions$27,395,128ContributionsAmt
Investment Earnings Or Losses$332,991,623InvestmentEarningsOrLossesAmt
Grants Or Scholarships$20,156,756GrantsOrScholarshipsAmt
Other Expenditures$77,580,817OtherExpendituresAmt
Administrative Expenses$5,578,285AdministrativeExpensesAmt
End Year Balance$2,146,252,925EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,716,033,537BeginningYearBalanceAmt
Contributions$14,903,994ContributionsAmt
Investment Earnings Or Losses$255,857,256InvestmentEarningsOrLossesAmt
Grants Or Scholarships$18,726,874GrantsOrScholarshipsAmt
Other Expenditures$74,186,377OtherExpendituresAmt
Administrative Expenses$4,699,504AdministrativeExpensesAmt
End Year Balance$1,889,182,032EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.09710BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.24370PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.65920TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$1,038,818InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$12,770,704OtherCostOrOtherBasisAmt
Book Value$13,809,522BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$3,499,295InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$673,277,537OtherCostOrOtherBasisAmt
Depreciation$287,754,055DepreciationAmt
Book Value$389,022,777BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$102,072,302OtherCostOrOtherBasisAmt
Depreciation$52,742,580DepreciationAmt
Book Value$49,329,722BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$117,616,608OtherCostOrOtherBasisAmt
Depreciation$19,153,312DepreciationAmt
Book Value$98,463,296BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$550,625,317TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (8 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
EQUITY FUNDS (LONG & SHORT)$1,088,542,146F
ABSOLUTE RETURN FUND$451,847,841F
VENTURE CAPITAL FUNDS$325,666,069F
BUYOUT FUNDS$144,448,764F
REAL ASSET FUNDS$105,450,338F
REAL ESTATE FUNDS$95,558,846F
FIXED INCOME FUNDS$273,844,553F
OTHER INVESTMENT ASSETS$779,459F
FieldValueIRS element (for citing)
Total Book Value Securities$2,486,138,016TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
BOND PROCEEDS HELD BY TRUSTEE$96,818,483
INVEST. ON BEHALF OF SUPP ORG$90,000,000
FieldValueIRS element (for citing)
Total Book Value Other Assets$186,818,483TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
US GOV'T ADVANCES FOR STUDENTS$3,255,327
INVEST. ON BEHALF OF SUPP ORG$90,000,000
FieldValueIRS element (for citing)
Total Liability$93,255,327TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$540,444,811TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$305,350,975NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants$0RecoveriesPriorYearGrantsAmt
Other Revenue$3,527,455OtherRevenueAmt
Revenue Not Reported$308,878,430RevenueNotReportedAmt
Revenue Subtotal$231,566,381RevenueSubtotalAmt
Other Revenues Not Included$51,256,067OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$51,256,067RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$282,822,448TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$236,756,631TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$236,756,631ExpensesSubtotalAmt
Other Expenses Not Included$51,256,067OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$51,256,067ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$288,012,698TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, SCHEDULE D, PART III, LINE 1ATHE 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 4THE 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 2BWILLIAMS 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 4THE 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 2DLIFE INCOME PAYMENTS AND CHANGE IN PRESENT VALUE $(3,769,899) GAIN AND NET SETTLEMENT ON INTEREST RATE SWAPS $ 3,788,514 INVESTMENT INCOME ON SPLIT INTEREST AGREEMENTS $ 1,637,371 CHANGE IN NET ASSETS NOT OWNED BY COLLEGE $ 62,561 GAIN OR LOSS ON RETIREMENT OF LONG TERM DEBT $ 1,808,908 ___________ TOTAL $ 3,527,455
FORM 990, SCHEDULE D, PART XI, LINE 4BFINANCIAL AID $51,256,067
FORM 990, SCHEDULE D, PART XII, LINE 4BFINANCIAL AID $51,256,067

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, SCHEDULE E, LINE 3WILLIAMS COLLEGE COURSE CATALOG/BULLETIN AND ON THE COLLEGE'S WEBSITE AT WWW.WILLIAMS.EDU.
FORM 990, SCHEDULE E, LINE 6ASTUDENTS AT WILLIAMS COLLEGE RECEIVE TITLE IV FEDERAL FINANCIAL AID. STUDENTS APPLY FOR AND RECEIVE FEDERAL FINANCIAL AID & PROFESSORS APPLY FOR AND RECEIVE GOVERNMENT GRANTS.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtOfficesOfficesCntEmployeeEmployeeCntSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the CaribbeanInvestments$1,228,342,843
Europe (Including Iceland and Greenland)Investments$13,663,233
Europe (Including Iceland and Greenland)Program Services$1,266,20111INSTRUCTION
Europe (Including Iceland and Greenland)Program Services$18,372RESEARCH
Europe (Including Iceland and Greenland)Program Services$49,800ADMINISTRATIVE EXPENSE
North AmericaProgram Services$770RESEARCH
Sub-Saharan AfricaInvestments$16,588,755
Central America and the CaribbeanProgram Services$50,580INSTRUCTION
East Asia and the PacificProgram Services$58,190INSTRUCTION
Middle East and North AfricaProgram Services$36,902INSTRUCTION
Russia and the Newly Independent StatesProgram Services$20,154INSTRUCTION
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees1SubtotalEmployeesCnt
Total Office1TotalOfficeCnt
Total Employee1TotalEmployeeCnt
Subtotal Spent$1,260,095,800SubtotalSpentAmt
Total Spent$1,260,095,800TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (5 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
FINANCIAL AID - SCHOLARSHIPS TO STUDENTSRussia and the Newly Independent States7$14,201OTHERN/AFMV
FINANCIAL AID - SCHOLARSHIPS TO STUDENTSEurope (Including Iceland and Greenland)33$771,937OTHERN/AFMV
FINANCIAL AID - SCHOLARSHIPS TO STUDENTSEast Asia and the Pacific28$126,234OTHERN/AFMV
FINANCIAL AID - SCHOLARSHIPS TO STUDENTSCentral America and the Caribbean9$30,780OTHERN/AFMV
FINANCIAL AID - SCHOLARSHIPS TO STUDENTSMiddle East and North Africa7$23,560OTHERN/AFMV
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 2FOR 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 3THE 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

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

Recipient Table RecipientTable (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
MASS MUSEUM OF CONTEMP ART
1040 MASS MOCA WAYNORTH ADAMSMA01247043113688501(C)(3)$50,000N/AN/APROGRAM SUPPORT
NORTHERN BERKSHIRE UNITED WAY
PO Box 955North AdamsMA01247042104785501(C)(3)$6,474N/AN/APROGRAM SUPPORT
VILLAGE AMBULANCE SERVICE INC
30 WATER STREETWILLIAMSTOWNMA01267042756911501(C)(3)$21,000N/AN/APROGRAM SUPPORT
WILLIAMSTOWN COMMUNITY CHEST
PO Box 204WilliamstownMA01267046044550501(C)(3)$30,409N/AN/APROGRAM SUPPORT
WILLIAMSTOWN FIRE DISTRICT
34 Water StreetWilliamstownMA01267042931280115$28,634N/AN/APROGRAM SUPPORT
IMAGES CINEMA
50 Spring StreetWilliamstownMA01267046407257501(C)(3)$30,000N/AN/APROGRAM SUPPORT
WILLINET
34 Spring StreetWilliamstownMA01267043253056501(C)(3)$12,500N/AN/APROGRAM SUPPORT
MT GREYLOCK REGIONAL SCHOOL DISTRICT
1781 Cold Spring RdWilliamstownMA01267046006433115$2,000,000N/AN/APUBLIC HIGH SCHOOL
WILLIAMSTOWN HISTORICAL MUSEUM
1095 MAIN STREETWILLIAMSTOWNMA01267046118588501(C)(3)$10,000N/AN/APROGRAM SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org9Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFINANCIAL AID - SCHOLARSHIPS TO STUDENTSGrantTypeTxt
Recipient1085RecipientCnt
Cash Grant$49,844,787CashGrantAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceMONITORING PROCEDURESFormAndLineReferenceDesc
ExplanationFORM 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

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmount
ADAM FALK
PRESIDENT$485,658$157,229$29,904$0$77,510$0$750,301$0$0$0
COLLETTE CHILTON
CHIEF INVESTMENT OFFICER$453,451$18,390$140,531$0$27,420$0$883,168$0$232,749$0$243,376
KELI A GAIL
SECRETARY OF THE COLLEGE$209,895$1,220$23,796$0$52,959$0$287,870$0$0$0$0
STEPHEN P KLASS
VP FOR CAMPUS LIFE$321,795$1,392$29,904$0$36,033$0$389,124$0$0$0$0
FREDERICK PUDDESTER
VP FOR FINANCE & ADMIN & TREAS$398,638$18,187$29,904$0$25,209$0$471,938$0$0$0$0
ANGELA P SCHAEFFER
CHIEF COMM OFFICER (UT 12/16)$191,653$266$21,704$0$25,022$0$238,645$0$0$0$0
LETICIA S E HAYNES
VP INSTL. DIVERSITY & EQUITY$181,726$0$20,785$0$25,009$0$227,520$0$0$0$0
DENISE BUELL
DEAN OF THE FACULTY$244,735$123$28,354$0$25,075$0$298,287$0$0$0$0
SARAH BOLTON UT63016
DEAN OF COLL/PROF OF PHYSICS$124,341$24,364$14,425$0$12,537$0$175,667$0$0$0$0
WILLIAM DUDLEY
PROV/PROF OF PHIL (UT 8/31/16)$253,151$0$29,125$0$23,588$0$305,864$0$0$0$0
DAVID A LOVE
PROVOST, PROF OF ECONOMICS$159,059$1,330$17,834$0$23,588$0$201,811$0$0$0$0
MARLENE J SANDSTROM
DEAN OF COLLEGE, PROF OF PSYCH$176,667$1,505$19,853$0$23,781$0$221,806$0$0$0$0
JULIA CROSBY
Managing Director, INV OFFICE$302,982$780$34,007$0$24,322$0$424,891$0$58,698$0$62,800
LOUIS SOUSA
MAN.DIR. INV.OFF. (UT 3/31/16)$89,186$139,296$8,781$0$15,530$0$409,389$0$156,596$0$156,596
BRADFORD B WAKEMAN
Managing Dir/COO, INV OFFICE$332,606$780$34,469$0$50,578$0$522,978$0$99,980$0$104,545
MONICA M MACKEY
DIRECTOR OF PRINCIPAL GIVING$218,151$951$24,763$0$11,767$0$255,632$0$0$0$0
JAY M PASACHOFF
PROFESSOR OF ASTRONOMY$215,498$0$20,227$0$28,822$0$264,547$0$0$0$0
JOHN MALCOLM
VP FOR COLL. REL. (UT 6/30/16)$147,620$82$15,933$0$4,857$0$168,492$0$0$0$0
PETER MURPHY
PROF ENGLISH/FRMR KEY EMP$140,221$100$15,752$0$25,075$0$181,148$0$0$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
BENEFITSFORM 990, SCHEDULE J, PART I, LINE 1A FIRST CLASS OR CHARTER TRAVEL: WILLIAMS COLLEGE DOES NOT TYPICALLY PERMIT FIRST CLASS OR CHARTER TRAVEL FOR BUSINESS TRIPS, HOWEVER DUE TO A MEDICAL EVENT AN OFFICER TRAVELED FIRST CLASS DURING 2016. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: THE PRESIDENT'S OTHER REPORTABLE COMPENSATION IN PART II, COLUMN B(iii) INCLUDES A TAXABLE HOUSING ALLOWANCE. 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 THE PRESIDENT. THE AMOUNTS WERE REPORTED AS TAXABLE COMPENSATION. FORM 990, SCHEDULE J, PART I, LINE 4A LOUIS SOUSA SEPARATED FROM WILLIAMS DURING 2016. UPON SEPARATION, LOUIS SOUSA WAS PAID PREVIOUSLY-EARNED INCENTIVE COMPENSATION WHICH HAD BEEN DISCLOSED ON THE PRIOR FORM 990. THIS AMOUNT IS REPORTED IN COLUMNS B(II) AND F OF SCHEDULE J, PART II OF THIS YEAR'S FORM 990. IN ADDITION, LOUIS SOUSA WAS PAID OTHER REPORTABLE COMPENSATION WHICH IS REPORTED IN COLUMN B(III) OF SCHEDULE J, PART II OF THIS YEAR'S FORM 990.
FORM 990, SCHEDULE J, PART I, LINE 4BTHE 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 ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MASS HEALTH & EDU FACILITIES AUTHORITY
A04245601157586CQS72007-01-04$76,536,4652007 CONSTRUCTION AND ADVANCED REFYes (true)falsefalse
MASS HEALTH & EDU FACILITIES AUTHORITY
B04343181457583UAA62011-03-02$92,077,256CONSTR AND 2007 CURRENT REFUNDINGfalsefalsefalse
MASS HEALTH & EDU FACILITIES AUTHORITY
C04245601157586CPX72006-04-03$73,396,5731996 & 2003 CURRENT REFUNDINGfalsefalsefalse
MASS HEALTH & EDU FACILITIES AUTHORITY
D04245601157585KW792003-04-02$115,049,757CONSTRC AND 1993 CURRENT REFUNDINGfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$66,333,146$9,685,059$76,536,465$0$0$0$518,260$0$0$66,333,146$9,685,059$02008falseYes (true)Yes (true)Yes (true)
B$10,141,369$0$92,077,256$0$0$0$661,056$0$0$50,166,200$41,250,000$02013Yes (true)falseYes (true)Yes (true)
C$45,867,039$0$73,396,573$0$0$0$556,293$0$0$0$72,840,280$02006Yes (true)falseYes (true)Yes (true)
D$93,395,117$0$115,049,757$0$0$0$644,884$0$0$100,699,405$13,705,468$02005Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse00.016840.01684falsefalsefalseYes (true)
Bfalsefalsefalsefalse00.005800.00580falsefalsefalseYes (true)
Cfalsefalsefalsefalse00.009720.00972falsefalsefalseYes (true)
Dfalsefalsefalsefalse00.019240.01924falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedInd
0
AfalsefalsefalseYes (true)falsefalseYes (true)RBC CAPITAL2.Yes (true)falseYes (true)
0
BfalsefalseYes (true)falseYes (true)falsefalse0falseYes (true)
MORGAN STANLEY
CfalsefalseYes (true)falseYes (true)Yes (true)false0falseYes (true)20.falsefalse
0
DfalsefalsefalseYes (true)falsefalseYes (true)TRINITY3.2Yes (true)falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE K, PART IV, LINE 2CFormAndLineReferenceDesc
ExplanationMASS. HEALTH & EDU FACILITIES AUTHORITY SERIES L (COLUMN A) HAD A REBATE CALCULATION PERFORMED IN DECEMBER OF 2012. MASS. HEALTH & EDU FACILITIES AUTHORITY SERIES H&I (COLUMN D) HAD A REBATE CALCULATION PERFORMED IN JANUARY OF 2007.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MASS HEALTH & EDU FACILITIES AUTHORITY
A04343181457583UWRS2013-05-30$148,355,419NEW CONSTR & REF 2003, 2006 & 2007falsefalsefalse
MASS DEVELOPMENT FINANCE AGENCY
B04343181457584XTN12016-07-14$118,161,121CONSTR & REF 2006 & 2007falsefalsefalse
MASS DEVELOPMENT FINANCE AGENCY
C04343181457584XS772017-06-08$60,495,031CONSTRUCTIONfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$8,201,847$0$148,355,419$0$0$0$840,287$0$0$67,001,789$80,513,343$02015Yes (true)Yes (true)Yes (true)Yes (true)
B$604,153$0$118,161,121$0$0$0$621,091$0$0$36,532,568$47,540,030$33,467,432Yes (true)falsefalseYes (true)
C$0$0$60,495,031$0$0$0$495,031$0$0$0$0$60,000,000falsefalsefalseYes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse00.013700.01370falsefalsefalseYes (true)
Bfalsefalsefalsefalse0falsefalsefalseYes (true)
Cfalsefalsefalsefalse00.000000.00000falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedInd
0
AfalseYes (true)Yes (true)falsefalsefalsefalse0falseYes (true)
GOLDMAN SACHS
BfalseYes (true)falsefalseYes (true)Yes (true)false0falseYes (true)30.falsefalse
0
CfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

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

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (4 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
STEPHEN KLASS
OFFICERMORTGAGE ON PRIMARYYes (X)$100,000$67,201falseYes (true)Yes (true)
FREDERICK PUDDESTER
OFFICERMORTGAGE ON PRIMARYYes (X)$100,000$87,796falseYes (true)Yes (true)
DENISE BUELL
KEY EMPLOYEEMORTGAGE ON PRIMARYYes (X)$81,880$67,633falseYes (true)Yes (true)
DAVID LOVE
KEY EMPLOYEEMORTGAGE ON PRIMARYYes (X)$100,000$78,286falseYes (true)Yes (true)
FieldValueIRS element (for citing)
Total Balance Due$300,916TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
NOAH SANDSTROM
SPOUSE OF KEY EMPLOYEE$135,513EMPLOYMENT AGREEMENTfalse
AIMEE REISCHE
SPOUSE OF OFFICER$12,913EMPLOYMENT AGREEMENTfalse

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$305,300NoncashContributionsRptF990Amt
Method Of Determining RevenuesAppraisalMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution362ContributionCnt
Noncash Contributions Rpt F990$18,310,741NoncashContributionsRptF990Amt
Method Of Determining RevenuesSold at MarketMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Form8283 Received8Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, SCHEDULE M, PART I, COLUMN BIN COLUMN B, THE COLLEGE IS REPORTING THE NUMBER OF CONTRIBUTIONS.
FORM 990, SCHEDULE M, PART I, LINE 32BWILLIAMS 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
MISSION STATEMENTFORM 990, PART I, LINE 1 AND PART III, LINE 1 WILLIAMS SEEKS TO PROVIDE THE FINEST POSSIBLE LIBERAL ARTS EDUCATION BY NURTURING IN STUDENTS THE ACADEMIC AND CIVIC VIRTUES, AND THEIR RELATED TRAITS OF CHARACTER. WILLIAMS IS COMMITTED TO THE CENTRAL ENDEAVOR OF ACADEMIC EXCELLENCE IN A COMMUNITY OF LEARNING THAT COMPRISES STUDENTS, FACULTY AND STAFF, AND DRAWS ON THE ENGAGEMENT OF ALUMNI AND PARENTS. WILLIAMS ASKS ALL ITS STUDENTS TO UNDERSTAND THAT AN EDUCATION AT WILLIAMS SHOULD NOT BE REGARDED AS A PRIVILEGE DESTINED TO CREATE FURTHER PRIVILEGE, BUT AS A PRIVILEGE THAT CREATES OPPORTUNITIES TO SERVE SOCIETY AT LARGE, AND IMPOSES THE RESPONSIBILITY TO DO SO. AT THE SAME TIME, BEING ITSELF PRIVILEGED BY ITS HISTORY AND CIRCUMSTANCES, WILLIAMS UNDERSTANDS ITS OWN RESPONSIBILITY TO CONTRIBUTE BY THOUGHT AND EXAMPLE TO THE WORLD OF HIGHER EDUCATION.
PROGRAM SERVICE ACCOMPLISHMENTSFORM 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 AUTHORITYFORM 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.
REVIEW PROCESS FOR FORM 990FORM 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 INTERESTFORM 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 COMPENSATIONFORM 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 INSPECTIONFORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS AVAILABLE UPON REQUEST, ON THE COLLEGE WEBSITE, AND ON GUIDESTAR.ORG.
GOVERNING DOCUMENTSFORM 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.
INVESTMENT EXPENSESFORM 990, PART IX, LINES 5 AND 11F INVESTMENT EXPENSES ARE REPORTED NET WITH INVESTMENT INCOME, CONSISTENT WITH FINANCIAL STATEMENT REPORTING.
OTHER CHANGES IN NET ASSETSFORM 990, PART XI, LINE 9 LIFE INCOME PAYMENTS AND CHANGE IN PRESENT VALUE $(3,769,899) GAIN AND NET SETTLEMENT ON INTEREST RATE SWAPS $ 3,788,514 INVESTMENT INCOME ON SPLIT INTEREST AGREEMENTS $ 1,637,371 CHANGE IN NET ASSETS NOT OWNED BY COLLEGE $ 62,561 GAIN OR LOSS ON RETIREMENT OF LONG TERM DEBT $ 1,808,908 ___________ TOTAL $ 3,527,455

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
WILLIAMS RENEWABLES MANAGEMENT LLC
880 MAIN STREETWILLIAMSTOWNMA01267812960740REN. ENERGYMA$0$0WILLIAMS
WILLIAMS INN LLC
880 MAIN STREETWILLIAMSTOWNMA01267465431139HOTELMA$3,488,060$595,564WILLIAMS
SIMONDS ROAD SOLAR LLC
880 MAIN STREETWILLIAMSTOWNMA01267812975825REN. ENERGYMA$0$0WMS REN LLC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdForeign PostalForeignAddress/ForeignPostalCd
STERLING & FRANCINE CLARK ART INSTITUTE
225 South StreetWILLIAMSTOWNMA01267042163004ART MUSEUMMA501(C)(3)12.aWILLIAMSYes (true)
ASSOCIATED KYOTO PROGRAM INC
college hall rm 204northamptonMA01063042996114EDUCATIONMA501(C)(3)12.dNAfalse
WILLIAMS COLLEGE LAND FOUNDATION
880 main streetWILLIAMSTOWNMA01267043158500RE HOLDINGMA501(C)(2)N/AWILLIAMSYes (true)
WILLIAMS COLLEGE OXFORD PROGRAMME
EDUCATION501(C)(3)N/AWILLIAMSYes (true)145 Banbury Road 0X27ANOxfordEnglandUKUK
WILLIAMS COLLEGE FOUNDATION (UK) LIMITED
EDUCATION501(C)(3)N/AWILLIAMSYes (true)99 DURLSTON ROADLONDONENGLANDUKUKE5 8RP

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPct
POOLED INCOME FUNDS (3)
FUNDRAISINGMAWILLIAMSTRUSTYes (true)
PERPETUAL TRUSTS (1)
FUNDRAISINGNYWILLIAMSTRUSTYes (true)
SEE PART VII
HOLDINGUTWILLIAMSC CORPYes (true)
CHAR REM TRSTS (56) SEE PART VII
FUNDRAISINGWILLIAMSTRUSTYes (true)
OUTSIDE CHAR REM TRSTS(29)SEE PART VII
FUNDRAISINGNATRUSTYes (true)
WILLIAMS RENEWABLES LLC
REN. ENERGYMAWILLIAMSC CORPYes (true)880 MAIN STREETWILLIAMSTOWNMA01267812875267$0$4,963,8961.00000
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
WILLIAMS COLLEGE OXFORD PROGRAMME
P$1,146,455CASH
PERPETUAL TRUSTS
C$648,924CASH
STERLING & FRANCINE CLARK ART INSTITUTE
S$90,000,000CASH
WILLIAMS COLLEGE FOUNDATION (UK) LIMITED
C$138,124CASH

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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.