FURP.ORG / PUBLIC DATA EXPLORER

WILLIAMS COLLEGE: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
WILLIAMS COLLEGE (EIN 04-2104847)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-16
IRS object ID
201641379349305399
Schema version
2014v6.0
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)
Return2016-05-16T13:58:11-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

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 Begin2014-07-01TaxPeriodBeginDt

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
Signature2016-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPRICEWATERHOUSECOOPERS LLPPreparerPersonNm
PTINP00641463PTIN
Phone6175305000PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerADAM F FALKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1HOPKINS HALL PO BOX 67AddressLine1Txt
CityWILLIAMSTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01267ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$496,503,251GrossReceiptsAmt
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 OActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee3525TotalEmployeeCnt
Total Volunteers3349TotalVolunteersCnt
Total Gross UBI$3,837,735TotalGrossUBIAmt
PY Contributions Grants$59,651,639PYContributionsGrantsAmt
CY Contributions Grants$133,207,640CYContributionsGrantsAmt
PY Program Service Revenue$125,699,125PYProgramServiceRevenueAmt
CY Program Service Revenue$131,342,735CYProgramServiceRevenueAmt
PY Investment Income$153,647,820PYInvestmentIncomeAmt
CY Investment Income$229,017,590CYInvestmentIncomeAmt
PY Other Revenue$1,767,074PYOtherRevenueAmt
CY Other Revenue$2,935,286CYOtherRevenueAmt
PY Total Revenue$340,765,658PYTotalRevenueAmt
CY Total Revenue$496,503,251CYTotalRevenueAmt
PY Grants And Similar Paid$46,847,645PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$46,455,434CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$118,650,267PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$125,593,818CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$8,932,107CYTotalFundraisingExpenseAmt
PY Other Expenses$79,581,221PYOtherExpensesAmt
CY Other Expenses$91,873,472CYOtherExpensesAmt
PY Total Expenses$245,079,133PYTotalExpensesAmt
CY Total Expenses$263,922,724CYTotalExpensesAmt
PY Revenues Less Expenses$95,686,525PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$232,580,527CYRevenuesLessExpensesAmt
Total Assets BOY$2,911,046,966TotalAssetsBOYAmt
Total Assets EOY$3,113,969,064TotalAssetsEOYAmt
Total Liabilities BOY$473,308,719TotalLiabilitiesBOYAmt
Total Liabilities EOY$459,003,655TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,437,738,247NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,654,965,409NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$224,954,753ExpenseAmt
Grant$46,455,434GrantAmt
Revenue$131,342,735RevenueAmt
DescSEE SCHEDULE ODesc
Total Program Service Expenses$224,954,753TotalProgramServiceExpensesAmt
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 AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
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 Document2994IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3525EmployeeCnt
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 PolicyfalseDocumentRetentionPolicyInd
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
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (41 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
BARBARA A AUSTELL
Trustee4.00.0Yes (X)$0$0$0
PATRICK F BASSETT
Trustee4.00.0Yes (X)$0$0$0
BRIAN D CARPENTER
Trustee4.00.0Yes (X)$0$0$0
ERIC L COCHRAN
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
STEPHEN HARTY
Trustee4.00.0Yes (X)$0$0$0
JOEY SHAISTA HORN
Trustee4.00.0Yes (X)$0$0$0
JONATHAN A KRAFT
Trustee4.00.0Yes (X)$0$0$0
JAMES B LEE JR
Trustee (Deceased)4.00.0Yes (X)$0$0$0
ROBIN POWELL MANDJES
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
ROBERT G SCOTT
Trustee4.01.0Yes (X)$0$0$0
SARAH UNDERHILL
Trustee4.00.0Yes (X)$0$0$0
MARTHA WILLIAMSON
Trustee4.00.0Yes (X)$0$0$0
ADAM FALK
PRESIDENT40.01.0Yes (X)$600,508$0$167,960Yes (X)
COLLETTE CHILTON
CHIEF INVESTMENT OFFICER40.00.0$945,847$0$348,451Yes (X)
KELI A GAIL
SECRETARY OF THE COLLEGE40.00.0$146,442$0$44,556Yes (X)
STEPHEN P KLASS
VP FOR CAMPUS LIFE40.00.0$306,092$0$61,336Yes (X)
JAMES KOLESAR
Vice President for Public Affa40.00.0$163,309$0$39,166Yes (X)
JOHN MALCOLM
VP FOR COLLEGE RELATIONS40.00.0$254,842$0$36,991Yes (X)
FREDERICK PUDDESTER
VP FOR FINANCE & ADMIN & TREAS40.00.0$389,119$0$52,598Yes (X)
MICHAEL REED Until 814
VP FOR STRATEGIC PLANNING40.00.0$190,269$0$36,675Yes (X)
SARAH BOLTON
DEAN OF COLL/PROF OF PHYSICS40.00.0$230,937$0$47,719Yes (X)
DENISE BUELL
DEAN OF THE FACULTY40.00.0$184,380$0$39,833Yes (X)
WILLIAM DUDLEY
PROVOST, PROF OF PHILOSOPHY40.00.0$239,251$0$46,478Yes (X)
Peter Murphy until 614
Dean of Faculty/Prof English40.00.0$201,363$0$44,313Yes (X)
MICHAEL BROWN
PROF OF ANTHROPOLOGY40.00.0$251,716$0$25,566Yes (X)
JULIA CROSBY
Managing Director, INV OFFICE40.00.0$300,600$0$90,268Yes (X)
EVA GRUDIN
SENIOR LECTURER IN ART40.00.0$351,923$0$13,156Yes (X)
LOUIS SOUSA
Managing Director, INV OFFICE40.00.0$433,295$0$125,361Yes (X)
BRADFORD B WAKEMAN
Managing Dir/COO, INV OFFICE40.00.0$512,065$0$126,802Yes (X)
WILLIAM J LENHARTUNTIL 611
PROF COMP SCIENCE/FRMR OFFICER40.00.0$188,425$0$42,711Yes (X)
WILLIAM G WAGNER UNTIL 611
PROF HISTORY/FRMR KEY EMP&OFFR40.00.0$180,835$0$44,407Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$6,071,218TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,434,347TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K214IndivRcvdGreaterThan100KCnt
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
Whiting Turner Contracting Company
1 Pine West PizAlbanyNY12205CONSTRUCTION$14,641,460
Consigli Construction Co
72 SUMMER STREETMILFORDMA01757CONSTRUCTION$9,761,996
Gigliotti Electric Inc
52 Hutchinson LnCHESHIREMA01225Electrical$1,307,688
Harry Grodsky Co
33 Shaws LnSpringfieldMA01104CONSTRUCTION$1,051,182
Allegrone Construction Co Inc
54 North StPittsfieldMA01201CONSTRUCTION$824,577
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K52CntrctRcvdGreaterThan100KCnt
Government Grants$2,458,985GovernmentGrantsAmt
All Other Contributions$130,748,655AllOtherContributionsAmt
Noncash Contributions$18,286,621NoncashContributionsAmt
Total Contributions$133,207,640TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
Tuition Room and Board900099$125,109,642$125,109,642
WILLIAMS INN721000$3,300,300$225,801$3,074,499
AUXILIARY REVENUE721110$2,280,669$2,280,669
OTHER PROGRAM REVENUE900099$652,124$652,124
FieldValueIRS element (for citing)
Total Program Service Revenue$131,342,735TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$467,591TotalRevenueColumnAmt
Unrelated Business Revenue-$2,239,755UnrelatedBusinessRevenueAmt
Exclusion$2,707,346ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,927TotalRevenueColumnAmt
Exclusion$2,927ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,508TotalRevenueColumnAmt
Exclusion$27,508ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,866,990RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,866,990RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,866,990TotalRevenueColumnAmt
Exclusion$1,866,990ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$228,547,072SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$228,547,072SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$228,547,072TotalRevenueColumnAmt
Unrelated Business Revenue$6,077,490UnrelatedBusinessRevenueAmt
Exclusion$222,469,582ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Net Income From Gaming NetIncomeFromGamingGrp

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

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
CONFERENCES900099$969,333$969,333
RECREATION ACTIVITIES713940$71,455$71,455
FieldValueIRS element (for citing)
Other Revenue Total$1,040,788OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$496,503,251TotalRevenueColumnAmt
Related Or Exempt Func Income$125,987,567RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$3,837,735UnrelatedBusinessRevenueAmt
Exclusion$233,470,309ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$351,346TotalAmt
Program Services$351,346ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$45,946,862TotalAmt
Program Services$45,946,862ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$157,226TotalAmt
Program Services$157,226ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,180,883TotalAmt
Program Services$789,096ProgramServicesAmt
Management And General$1,586,554ManagementAndGeneralAmt
Fundraising$805,233FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$461,029TotalAmt
Program Services$461,029ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$89,042,230TotalAmt
Program Services$76,467,002ProgramServicesAmt
Management And General$8,799,053ManagementAndGeneralAmt
Fundraising$3,776,175FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$7,853,815TotalAmt
Program Services$6,294,620ProgramServicesAmt
Management And General$1,253,613ManagementAndGeneralAmt
Fundraising$305,582FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$18,622,031TotalAmt
Program Services$15,160,195ProgramServicesAmt
Management And General$2,834,108ManagementAndGeneralAmt
Fundraising$627,728FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,433,830TotalAmt
Program Services$5,156,541ProgramServicesAmt
Management And General$1,026,957ManagementAndGeneralAmt
Fundraising$250,332FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$393,199TotalAmt
Program Services$10,796ProgramServicesAmt
Management And General$382,403ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$308,632TotalAmt
Program Services$6,140ProgramServicesAmt
Management And General$302,492ManagementAndGeneralAmt

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$18,641,270TotalAmt
Program Services$14,527,494ProgramServicesAmt
Management And General$3,585,166ManagementAndGeneralAmt
Fundraising$528,610FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$161,227TotalAmt
Program Services$112,004ProgramServicesAmt
Management And General$45,458ManagementAndGeneralAmt
Fundraising$3,765FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,825,656TotalAmt
Program Services$8,081,887ProgramServicesAmt
Management And General$560,002ManagementAndGeneralAmt
Fundraising$183,767FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,072,898TotalAmt
Program Services$3,049,247ProgramServicesAmt
Management And General$19,910ManagementAndGeneralAmt
Fundraising$3,741FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,021,904TotalAmt
Program Services$5,952,459ProgramServicesAmt
Management And General$536,167ManagementAndGeneralAmt
Fundraising$533,278FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,269,214TotalAmt
Program Services$5,233,135ProgramServicesAmt
Management And General$575,688ManagementAndGeneralAmt
Fundraising$460,391FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$221,153TotalAmt
Program Services$154,086ProgramServicesAmt
Management And General$23,990ManagementAndGeneralAmt
Fundraising$43,077FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$10,453,821TotalAmt
Program Services$8,378,455ProgramServicesAmt
Management And General$1,668,621ManagementAndGeneralAmt
Fundraising$406,745FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$24,958,636TotalAmt
Program Services$20,003,671ProgramServicesAmt
Management And General$3,983,855ManagementAndGeneralAmt
Fundraising$971,110FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,251,475TotalAmt
Program Services$14,145ProgramServicesAmt
Management And General$1,237,330ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Fellowships, Student Prizes$3,897,395$3,897,395
EQUIPMENT RENTAL & MAINT$6,396,992$4,749,922$1,614,497$32,573

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$263,922,724TotalAmt
Program Services$224,954,753ProgramServicesAmt
Management And General$30,035,864ManagementAndGeneralAmt
Fundraising$8,932,107FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$28,214,237BOYAmt
EOY$13,631,785EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$40,838,615BOYAmt
EOY$30,571,611EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$78,110,639BOYAmt
EOY$147,220,340EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,213,519BOYAmt
EOY$800,862EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$309,344BOYAmt
EOY$458,428EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$16,365,346BOYAmt
EOY$15,517,333EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$333,635BOYAmt
EOY$338,885EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$10,995,586BOYAmt
EOY$12,111,851EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$769,990,922LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$307,709,520LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$442,681,123BOYAmt
EOY$462,281,402EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$210,333,014BOYAmt
EOY$54,296,110EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,063,839,587BOYAmt
EOY$2,370,118,283EOYAmt

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$17,812,321BOYAmt
EOY$6,622,174EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,911,046,966BOYAmt
EOY$3,113,969,064EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$61,670,595BOYAmt
EOY$57,615,875EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,533,228BOYAmt
EOY$2,639,744EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$348,481,311BOYAmt
EOY$339,226,607EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$56,283,673BOYAmt
EOY$56,216,388EOYAmt

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$3,339,912BOYAmt
EOY$3,305,041EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$473,308,719BOYAmt
EOY$459,003,655EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$327,599,175BOYAmt
EOY$345,196,584EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,521,009,128BOYAmt
EOY$1,703,083,845EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$589,129,944BOYAmt
EOY$606,684,980EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,437,738,247BOYAmt
EOY$2,654,965,409EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,911,046,966BOYAmt
EOY$3,113,969,064EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$232,580,527ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$13,773,752NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,579,613OtherChangesInNetAssetsAmt
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$51,244,721CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$52,694,308CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$47,342,033CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59,651,639CurrentTaxYearMinus1YearAmt
Current Tax Year$133,207,640CurrentTaxYearAmt
Total$344,140,341TotalAmt

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$51,244,721CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$52,694,308CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$47,342,033CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59,651,639CurrentTaxYearMinus1YearAmt
Current Tax Year$133,207,640CurrentTaxYearAmt
Total$344,140,341TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$85,658,718SubstantialContributorsTotAmt
Public Support Total170$258,481,623PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,737,651CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,018,435CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,727,253CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,089,574CurrentTaxYearMinus1YearAmt
Current Tax Year$4,604,771CurrentTaxYearAmt
Total$23,177,684TotalAmt

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$367,318,025TotalSupportAmt
Gross Receipts Rltd Activities$600,637,351GrossReceiptsRltdActivitiesAmt
Public Support CY1700.70370PublicSupportCY170Pct
Public Support PY1700.79763PublicSupportPY170Pct
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$28,503OtherActivitiesAmt
Total Lobbying Expenditures$28,503TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSupplemental Information Regarding Lobbying ExpensesFormAndLineReferenceDesc
ExplanationForm 990, Schedule C, Part II-B, Line 1i The organization pays membership dues to member organizations including NACUBO 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$100,000DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$2,223,314DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$7,708,740RevenuesIncludedAmt
Assets Included$45,521,473AssetsIncludedAmt
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$2,146,252,925BeginningYearBalanceAmt
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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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$18,826,874GrantsOrScholarshipsAmt
Other Expenditures$74,186,377OtherExpendituresAmt
Administrative Expenses$4,699,504AdministrativeExpensesAmt
End Year Balance$1,889,082,032EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,742,016,968BeginningYearBalanceAmt
Contributions$17,712,878ContributionsAmt
Investment Earnings Or Losses$53,538,731InvestmentEarningsOrLossesAmt
Grants Or Scholarships$14,592,522GrantsOrScholarshipsAmt
Other Expenditures$77,222,791OtherExpendituresAmt
Administrative Expenses$5,419,727AdministrativeExpensesAmt
End Year Balance$1,716,033,537EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,456,675,029BeginningYearBalanceAmt
Contributions$24,762,586ContributionsAmt
Investment Earnings Or Losses$292,928,636InvestmentEarningsOrLossesAmt
Grants Or Scholarships$13,178,824GrantsOrScholarshipsAmt
Other Expenditures$14,107,392OtherExpendituresAmt
Administrative Expenses$5,063,067AdministrativeExpensesAmt
End Year Balance$1,742,016,968EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.09140BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.22890PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.67970TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$1,249,072InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$12,139,734OtherCostOrOtherBasisAmt
Book Value$13,388,806BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$4,299,841InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$570,484,038OtherCostOrOtherBasisAmt
Depreciation$247,835,158DepreciationAmt
Book Value$326,948,721BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$80,220,270OtherCostOrOtherBasisAmt
Depreciation$44,088,276DepreciationAmt
Book Value$36,131,994BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$101,597,967OtherCostOrOtherBasisAmt
Depreciation$15,786,086DepreciationAmt
Book Value$85,811,881BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$462,281,402TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (8 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Global Long Equity Funds$894,087,687F
Absolute Return fund$385,190,141F
Venture Capital Funds$299,899,605F
Buyout Funds$186,426,594F
Real Asset Funds$95,473,895F
Real Estate Funds$106,157,424F
Fixed Income Funds$285,909,010F
Other Investment Assets$116,973,927F
FieldValueIRS element (for citing)
Total Book Value Securities$2,370,118,283TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescUS GOV'T ADVANCES FOR STUDENTSDesc
Amt$3,305,041Amt
FieldValueIRS element (for citing)
Total Liability$3,305,041TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$435,389,504TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$13,773,752NetUnrealizedGainsInvstAmt
Other Revenue-$1,579,613OtherRevenueAmt
Revenue Not Reported-$15,353,365RevenueNotReportedAmt
Revenue Subtotal$450,742,869RevenueSubtotalAmt
Other Revenues Not Included$45,760,382OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$45,760,382RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$496,503,251TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$218,162,342TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$218,162,342ExpensesSubtotalAmt
Other Expenses Not Included$45,760,382OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$45,760,382ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$263,922,724TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, Schedule D, Part III, Line 1AFormAndLineReferenceDesc
ExplanationTHE 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 ACTUARIAL CHANGES AND PAYMENTS OF ANNUITIES $(3,407,531) GAIN ON FINANCIAL CONTRACTS $ 317,259 INVESTMENT INCOME ON SPLIT INTEREST AGREEMENTS $ 1,933,532 LOSS ON DISPOSAL OF FIXED ASSETS $ (422,873) ____________ TOTAL $(1,579,613) FORM 990, SCHEDULE D, PART XI, LINE 4B FINANCIAL AID $45,760,382 FORM 990, SCHEDULE D, PART XII, LINE 4B FINANCIAL AID $45,760,382ExplanationTxt

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

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE E, LINE 3FormAndLineReferenceDesc
ExplanationWilliams 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.ExplanationTxt

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (22 entries)

RegionRegionTxtEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmtOfficesOfficesCnt
South Asia1Program ServicesEducation$22,407
South Asia1Program ServicesResearch$54,356
Europe (Including Iceland and Greenland)2Program ServicesEducation$2,487,8571
Europe (Including Iceland and Greenland)Program ServicesResearch$21,503
Europe (Including Iceland and Greenland)Program ServicesStudy Abroad$30,952
Sub-Saharan AfricaProgram ServicesEducation$71,923
Sub-Saharan AfricaProgram ServicesResearch$12,898
Sub-Saharan AfricaProgram ServicesSTUDY ABROAD$60,305
Central America and the CaribbeanProgram ServicesEducation$83,716
Central America and the Caribbean1Program ServicesResearch$157,095
Central America and the CaribbeanProgram ServicesStudy Abroad$27,846
East Asia and the PacificProgram ServicesEducation$50,354
East Asia and the PacificProgram ServicesResearch$65,508
East Asia and the PacificProgram ServicesStudy Abroad$22,407
Middle East and North AfricaProgram ServicesEducation$34,543
Middle East and North AfricaProgram ServicesStudy Abroad$838
Russia and the Newly Independent StatesProgram ServicesStudy Abroad$14,378
South AmericaProgram ServicesResearch$6,782
South AmericaProgram ServicesStudy Abroad$500
Central America and the CaribbeanInvestments$1,074,293,443
Europe (Including Iceland and Greenland)Investments$15,754,807
Sub-Saharan AfricaInvestments$12,853,989
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees5SubtotalEmployeesCnt
Total Office1TotalOfficeCnt
Total Employee5TotalEmployeeCnt
Subtotal Spent$3,218,886SubtotalSpentAmt
Continuation Spent$1,102,909,521ContinuationSpentAmt
Total Spent$1,106,128,407TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmt
Financial aid - scholarships to studentsEurope (Including Iceland and Greenland)13$30,952
Financial aid - scholarships to studentsSub-Saharan Africa20$60,305
Financial aid - scholarships to studentsCentral America and the Caribbean13$27,846
Financial aid - scholarships to studentsEast Asia and the Pacific12$22,407
Financial aid - scholarships to studentsSouth America1$500
Financial aid - scholarships to studentsRussia and the Newly Independent States8$14,378
Financial aid - scholarships to studentsMiddle East and North Africa2$838
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

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE F, PART I, COLUMN (F)FormAndLineReferenceDesc
ExplanationALL 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 REPRESENT THE REGION OF THE UNDERLYING INVESTMENTS OR THE REGION WHERE THE INVESTMENT ACTIVITY OCCURS.ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Mass Museum of Contemporary Art
1040 Mass MoCA WayNorth AdamsMA01247043113688501(C)(3)$50,000Program Support
Mystic Seaport
75 Greenmanville AveMysticCT06355060653120501(C)(3)$14,025Program Support
Northern Berkshire United Way
PO Box 955North AdamsMA01247042104785501(C)(3)$5,773Program support
VILLAGE AMBULANCE SERVICE INC
30 WATER STREETWILLIAMSTOWNMA01267042756911501(C)(3)$21,000PROGRAM SUPPORT
Williamstown Community Chest
PO Box 204WilliamstownMA01267046044550501(C)(3)$27,124Program Support
Williamstown Fire District
34 Water StreetWilliamstownMA01267042931280115$29,560Program support
Williamstown Youth Center
66 School StreetWilliamstownMA01267042105836501(C)(3)$50,000Program support
Images Cinema
50 Spring StreetWilliamstownMA01267046407257501(C)(3)$30,000PROGRAM SUPPORT
WilliNet
34 Spring StreetWilliamstownMA01267043253056501(C)(3)$12,500Program support
NORTH ADAMS PARTNERSHIP
87 MARSHALL STREETNORTH ADAMSMA01247452625578501(C)(3)$15,000Program support
FieldValueIRS element (for citing)
Total501c3 Org10Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFINANCIAL AID - SCHOLARSHIPS TO STUDENTSGrantTypeTxt
Recipient1099RecipientCnt
Cash Grant$45,760,382CashGrantAmt

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 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)
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 OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ADAM FALK
PRESIDENT$449,635$0$0$0$150,873$0$120,306$0$47,654$0$768,468$0$0$0
COLLETTE CHILTON
CHIEF INVESTMENT OFFICER$421,000$0$507,347$0$17,500$0$300,658$0$47,793$0$1,294,298$0$247,085$0
KELI A GAIL
SECRETARY OF THE COLLEGE$144,880$0$0$0$1,562$0$16,174$0$28,382$0$190,998$0$0$0
STEPHEN P KLASS
VP FOR CAMPUS LIFE$304,620$0$0$0$1,472$0$29,397$0$31,939$0$367,428$0$0$0
JAMES KOLESAR
Vice President for Public Affa$163,309$0$0$0$0$0$18,429$0$20,737$0$202,475$0$0$0
JOHN MALCOLM
VP FOR COLLEGE RELATIONS$254,664$0$0$0$178$0$28,779$0$8,212$0$291,833$0$0$0
FREDERICK PUDDESTER
VP FOR FINANCE & ADMIN & TREAS$371,422$0$0$0$17,697$0$29,397$0$23,201$0$441,717$0$0$0
MICHAEL REED Until 814
VP FOR STRATEGIC PLANNING$186,236$0$0$0$4,033$0$21,968$0$14,707$0$226,944$0$0$0
SARAH BOLTON
DEAN OF COLL/PROF OF PHYSICS$230,020$0$0$0$917$0$26,546$0$21,173$0$278,656$0$0$0
DENISE BUELL
DEAN OF THE FACULTY$184,291$0$0$0$89$0$18,660$0$21,173$0$224,213$0$0$0
WILLIAM DUDLEY
PROVOST, PROF OF PHILOSOPHY$231,762$0$0$0$7,489$0$26,546$0$19,932$0$285,729$0$0$0
Peter Murphy until 614
Dean of Faculty/Prof English$201,363$0$0$0$0$0$23,140$0$21,173$0$245,676$0$0$0
MICHAEL BROWN
PROF OF ANTHROPOLOGY$84,466$0$0$0$167,250$0$9,497$0$16,069$0$277,282$0$0$0
JULIA CROSBY
Managing Director, INV OFFICE$229,839$0$69,921$0$840$0$69,595$0$20,673$0$390,868$0$22,750$0
EVA GRUDIN
SENIOR LECTURER IN ART$65,823$0$0$0$286,100$0$7,090$0$6,066$0$365,079$0$0$0
LOUIS SOUSA
Managing Director, INV OFFICE$313,358$0$119,097$0$840$0$102,964$0$22,397$0$558,656$0$38,750$0
BRADFORD B WAKEMAN
Managing Dir/COO, INV OFFICE$311,417$0$199,808$0$840$0$102,964$0$23,838$0$638,867$0$92,807$0
WILLIAM J LENHARTUNTIL 611
PROF COMP SCIENCE/FRMR OFFICER$188,281$0$0$0$144$0$21,538$0$21,173$0$231,136$0$0$0
WILLIAM G WAGNER UNTIL 611
PROF HISTORY/FRMR KEY EMP&OFFR$180,835$0$0$0$0$0$20,868$0$23,539$0$225,242$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceBENEFITSFormAndLineReferenceDesc
ExplanationFORM 990, SCHEDULE J, PART I, LINE 1A HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: PRESIDENT FALK'S OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B)(iii) INCLUDES A TAXABLE HOUSING ALLOWANCE. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: WILLIAMS PAID DUES FOR A WILLIAMSTOWN-BASED GOLF COURSE MEMBERSHIP FOR PRESIDENT FALK. THE AMOUNTS WERE REPORTED AS TAXABLE COMPENSATION. FORM 990, SCHEDULE J, PART I, LINE 4A The College made the following lump sum payments in 2014 based on the voluntary early retirement incentive plan: $167,250 to Michael Brown, representing the first of two equal lump sum payments totaling 200% of his 2013-14 institutional base salary, and $286,100 to Eva Grudin, representing a single lump sum payment equivalent to 200% of her 2013-14 institutional base salary. FORM 990, SCHEDULE J, PART I, LINE 4B THE COLLEGE ESTABLISHED DEFERRED COMPENSATION PLANS FOR THE COLLEGE'S PRESIDENT, ADAM FALK, AND THE CHIEF INVESTMENT OFFICER (CIO), COLLETTE CHILTON. THE TERMS OF THE PLANS PROVIDE FOR THE COLLEGE TO MAKE ANNUAL SET-ASIDES AND LUMP SUM PAYOUTS AT THE VESTING DATE OF THE PLANS, PROVIDED EACH REMAINS IN HIS OR HER POSITION UNTIL THE VESTING DATE OF THEIR RESPECTIVE PLANS. 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.ExplanationTxt

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$76,536,465NEW CONSTRUCTION & 1999 ADV REFUNDYes (true)falsefalse
Mass Health & Edu Facilities Authority
B04343181457583UAA62011-03-24$92,077,256CONSTR AND 2007 CURRENT REFUNDINGfalsefalsefalse
MASS HEALTH & EDU FACILITIES AUTHORITY
C04245601157586CPX72006-04-03$73,396,5731996 & 2003 CURRENT REFUNDINGYes (true)falsefalse
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$7,951,843$34,200,000$76,536,465$0$0$0$518,260$0$0$66,333,146$9,685,059$02008falseYes (true)Yes (true)Yes (true)
B$8,152,876$0$92,077,256$0$0$0$661,056$0$0$50,166,200$41,250,000$02013Yes (true)falseYes (true)Yes (true)
C$9,411,682$11,065,000$73,396,573$0$0$0$556,293$0$0$0$72,840,280$02006Yes (true)falseYes (true)Yes (true)
D$92,139,757$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
BfalseYes (true)Yes (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-1, 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

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1Mass Health & Edu Facilities AuthorityBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN043431814BondIssuerEIN
CUSIP57583UWRSCUSIPNum
Bond Issued2013-05-30BondIssuedDt
Issue Price$148,355,419IssuePriceAmt
PurposeNEW CONSTR & REF 2003, 2006 & 2007PurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$3,195,937RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$148,355,419TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$45,265,000RefundingEscrowAmt
Issuance Costs From Proceeds$840,287IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$60,379,615CapitalExpendituresAmt
Other Spent Proceeds$35,248,343OtherSpentProceedsAmt
Unspent$6,622,174UnspentAmt
Substantial Completion2015SubstantialCompletionYr
Current RefundingYes (true)CurrentRefundingInd
Advance RefundingYes (true)AdvanceRefundingInd
Final Allocation MadefalseFinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsfalseAnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropfalseMgmtContractBondFincdPropInd
Any Research AgreementsfalseAnyResearchAgreementsInd
Private Bus Use By Others0PrivateBusUseByOthersPct
Private Bus Concerning UBI0.01390PrivateBusConcerningUBIPct
Total Private Business Use0.01390TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Remedial Action TakenfalseRemedialActionTakenInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetYes (true)RebateNotDueYetInd
Exception To RebateYes (true)ExceptionToRebateInd
No Rebate DuefalseNoRebateDueInd
Variable Rate IssuefalseVariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (8 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
Sarah Bolton
KEY EMPLOYEEMortgage on PrimaryYes (X)$80,232$59,951falseYes (true)Yes (true)
Keli Gail
OFFICERMortgage on PrimaryYes (X)$70,000$23,361falseYes (true)Yes (true)
Stephen Klass
OFFICERMortgage on PrimaryYes (X)$100,000$74,244falseYes (true)Yes (true)
William Lenhart
FORMER OFFICERMortgage on PrimaryYes (X)$56,563$2,930falseYes (true)Yes (true)
John Malcolm
OFFICERMortgage on PrimaryYes (X)$40,000$35,029falseYes (true)Yes (true)
Frederick Puddester
OFFICERMortgage on PrimaryYes (X)$100,000$94,162falseYes (true)Yes (true)
Adam Falk
OFFICERMortgage on PrimaryYes (X)$100,000$91,957falseYes (true)Yes (true)
Denise Buell
Key EmployeeMortgage on PrimaryYes (X)$81,880$76,794falseYes (true)Yes (true)
FieldValueIRS element (for citing)
Total Balance Due$458,428TotalBalanceDueAmt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution13ContributionCnt
Noncash Contributions Rpt F990$7,708,740NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALSMethodOfDeterminingRevenuesTxt
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
Contribution304ContributionCnt
Noncash Contributions Rpt F990$9,577,881NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1,000,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
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

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, schedule m, part I, column BFormAndLineReferenceDesc
ExplanationIn 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 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 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. 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 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 EXPECTED TO REPORT ANY MID-YEAR CHANGES TO THE PRESIDENT'S OFFICE AND THEIR SUPERVISOR RESPECTIVELY. DOCUMENT RETENTION POLICY FORM 990, PART VI, SECTION B, LINE 14 WILLIAMS COLLEGE DOES NOT HAVE AN OVERARCHING DOCUMENT RETENTION POLICY. EACH DEPARTMENT HAS A DOCUMENT RETENTION AND DESTRUCTION POLICY THAT IS APPLICABLE TO THE NATURE OF THE INFORMATION THAT IT COLLECTS. 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, EMPLOYEE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE POSTED ON THE COLLEGE WEBSITE. INVESTMENT EXPENSES FORM 990, PART IX, LINES 5 AND 11F INVESTMENT EXPENSES ARE REPORTED NET WITH INVESTMENT INCOME, IN ACCORDANCE WITH FINANCIAL STATEMENT REPORTING.
OTHER CHANGES IN NET ASSETSFORM 990, PART XI, LINE 9 ACTUARIAL CHANGES AND PAYMENTS OF ANNUITIES $ (3,407,531) LOSS ON DISPOSITION OF FIXED ASSETS (422,873) GAIN ON FINANCIAL CONTRACTS 317,259 INVESTMENT INCOME ON SPLIT INTEREST AGREEMENTS 1,933,532 _________ TOTAL $ (1,579,613)

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1WILLIAMS INN LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1880 MAIN STREETAddressLine1Txt
CityWILLIAMSTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01267ZIPCd
FieldValueIRS element (for citing)
EIN465431139EIN
Primary ActivitiesHOTELPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Total Income$3,300,300TotalIncomeAmt
End Of Year Assets$569,732EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1WILLIAMSBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
STERLING & FRANCINE CLARK ART INSTITUTE
225 south streetWILLIAMSTOWNMA01267042163004ART MUSEUMMA501(C)(3)11AWILLIAMSYes (true)
ASSOCIATED KYOTO PROGRAM INC
college hall rm 204northamptonMA01063042996114EDUCATIONMA501(C)(3)11DNAfalse
WILLIAMS COLLEGE LAND FOUNDATION
880 main streetWILLIAMSTOWNMA01267043158500RE HOLDINGMA501(C)(2)N/AWILLIAMSYes (true)
WILLIAMS COLLEGE OXFORD PROGRAM
EDUCATION501(C)(3)n/aWILLIAMSYes (true)UK

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Primary ActivitiesPrimaryActivitiesTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndLegal Domicile StateLegalDomicileStateCd
CHARITABLE REMAINDER TRUSTS (56)
FUNDRAISINGWILLIAMSTRUSTYes (true)
POOLED INCOME FUNDS (3)
FUNDRAISINGWILLIAMSTRUSTYes (true)MA
PERPETUAL TRUSTS (1)
FUNDRAISINGWILLIAMSTRUSTYes (true)NY
OUTSIDE MANAGED CHARIT REM TRUSTS (29)
FUNDRAISINGNATRUSTYes (true)
SEE PART VII
HOLDINGWILLIAMSC CORPYes (true)UT
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Williams college Oxford Program
P$1,467,623Cash
PERPETUAL TRUST
C$732,534CASH

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE R, PART IV, LINE (1), COLUMN (C)FormAndLineReferenceDesc
ExplanationTHE CHARITABLE REMAINDER TRUSTS DISCLOSED IN PART IV, LINE (1) ARE LEGALLY DOMICILED IN IL, MA, AND NY. FORM 990, SCHEDULE R, PART IV, LINE (4), COLUMN (C) THE OUTSIDE MANAGED CHARITABLE REMAINDER TRUSTS DISCLOSED IN PART IV, LINE (4) ARE LEGALLY DOMICILED IN MA AND NY. FORM 990, SCHEDULE R, PART IV, LINE (5), COLUMN (A) The College owns a corporation whose sole asset is a painting WHICH RESIDES at the College's museum.ExplanationTxt