COLGATE UNIVERSITY TREASURERS OFFICE: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: COLGATE UNIVERSITY TREASURERS OFFICE (EIN 15-0532078)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2014-05-13
IRS object ID: 201421339349301612
Schema version: 2012v2.3
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule E
Schedule F
Schedule I
Schedule J
Schedule K
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-05-13T09:36:37-05:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KPMG LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	One Financial Plaza	AddressLine1
City	Hartford	City
State	CT	State
ZIP Code	061032608	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	150532078	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	COLGATE UNIVERSITY	BusinessNameLine1

Field	Value	IRS element (for citing)
In Care Of Name	% BRIAN HUTZLEY	InCareOfName
Name Control	COLG	NameControl
Phone	3152287422	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	13 OAK DRIVE	AddressLine1
Address Line2	Suite	AddressLine2
City	HAMILTON	City
State	NY	State
ZIP Code	13346	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	BRIAN HUTZLEY	Name
Title	CFO	Title
Phone	3152287422	Phone
Date Signed	2014-05-12	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	koen vredeveld	Name
Phone	8605223200	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	BRIAN HUTZLEY	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	13 OAK DRIVE	AddressLine1
City	HAMILTON	City
State	NY	State
ZIP Code	13346	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	458675149	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.COLGATE.EDU	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1846	YearFormation
State Legal Domicile	NY	StateLegalDomicile
Activity Or Mission Description	SEE SCHEDULE O.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	35	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	32	NbrIndependentVotingMembers
Total Nbr Employees	3117	TotalNbrEmployees
Total Nbr Volunteers	1200	TotalNbrVolunteers
Total Gross UBI	3157288	TotalGrossUBI
Contributions Grants Prior Year	28744907	ContributionsGrantsPriorYear
Contributions Grants Current Year	35991163	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	151362846	ProgramServiceRevenuePriorYear
Program Service Revenue CY	154971157	ProgramServiceRevenueCY
Investment Income Prior Year	32751472	InvestmentIncomePriorYear
Investment Income Current Year	49306487	InvestmentIncomeCurrentYear
Other Revenue Prior Year	1324182	OtherRevenuePriorYear
Other Revenue Current Year	1362248	OtherRevenueCurrentYear
Total Revenue Prior Year	214183407	TotalRevenuePriorYear
Total Revenue Current Year	241631055	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	43498538	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	44785519	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	83414410	SalariesEtcPriorYear
Salaries Etc Current Year	90452881	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	8030385	TotalFundrsngExpCurrentYear
Other Expense Prior Year	69457951	OtherExpensePriorYear
Other Expenses Current Year	71235280	OtherExpensesCurrentYear
Total Expenses Prior Year	196370899	TotalExpensesPriorYear
Total Expenses Current Year	206473680	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	17812508	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	35157375	RevenuesLessExpensesCY
Total Assets BOY	1125665877	TotalAssetsBOY
Total Assets EOY	1226288176	TotalAssetsEOY
Total Liabilities BOY	254637438	TotalLiabilitiesBOY
Total Liabilities EOY	274957880	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	871028439	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	951330296	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	SEE SCHEDULE O.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	179808054	Expense
Grants	44785519	Grants
Revenue	154971157	Revenue
Description	TO PROVIDE A WORLD-CLASS AND DEMANDING UNDERGRADUATE EDUCATIONAL EXPERIENCE FOR A TALENTED AND DIVERSE GROUP OF APPROXIMATELY 2,900 STUDENTS. THE PURPOSE IS TO DEVELOP WISE, THOUGHTFUL, CRITICAL THINKERS AND PERCEPTIVE LEADERS BY ENCOURAGING YOUNG MEN AND WOMEN TO FULFILL THEIR POTENTIAL THROUGH RESIDENCE IN A COMMUNITY THAT VALUES ALL FORMS OF INTELLECTUAL RIGOR AND RESPECTS THE COMPLEXITY OF HUMAN UNDERSTANDING.	Description
Total Program Service Expense	179808054	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	true	LobbyingActivities
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	true	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	true	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	true	ConsolidatedAuditFinancialStmt
School	true	School
Foreign Office	true	ForeignOffice
Foreign Activities	true	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	true	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	true	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	true	TaxExemptBonds
Invest Tax Exempt Bonds	false	InvestTaxExemptBonds
Escrow Account	false	EscrowAccount
On Behalf Of Issuer	false	OnBehalfOfIssuer
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	true	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	true	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	true	DeductibleNonCashContributions
Deductible Contributions Of Art	true	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	true	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	true	RelatedOrgControlledEntity
Transaction Related Entity	true	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	true	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Info In Schedule O Part V	X	InfoInScheduleOPartV
Number Forms Transmitted With1096	734	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	3117	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	true	UnrelatedBusinessIncome
Form990-T Filed	true	Form990-TFiled
Foreign Financial Account	true	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Excess Business Holdings	false	ExcessBusinessHoldings
Taxable Distributions	false	TaxableDistributions
Distribution To Donor	false	DistributionToDonor
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	35	NbrVotingGoverningBodyMembers
Number Independent Voting Members	32	NumberIndependentVotingMembers
Family Or Business Relationship	true	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	CA	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	NY	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	BRIAN HUTZLEY	NamePerson
Telephone Number	3152287422	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	13 OAK DRIVE	AddressLine1
City	HAMILTON	City
State	NY	State
ZIP Code	13346	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (52 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee
JEFFREY HERBST
PRESIDENT	60.0	X	X	484147	0	120487
BRION B APPLEGATE
TRUSTEE	3.0	X		0	0	0
DEWEY J AWAD II
TRUSTEE	3.0	X		0	0	0
DANIEL C BENTON
TRUSTEE	3.0	X		0	0	0
EMILY H BRADLEY
TRUSTEE	3.0	X		0	0	0
GRETCHEN H BURKE
TRUSTEE	3.0	X		0	0	0
CHRISTINE J CHAO
TRUSTEE	3.0	X		0	0	0
CELIA A COLBERT
TRUSTEE	3.0	X		0	0	0
GUS P COLDEBELLA
TRUSTEE	3.0	X		0	0	0
H LEROY CODY JR
TRUSTEE	3.0	X		0	0	0
ERIC A COLE
TRUSTEE	3.0	X		0	0	0
DENIS F CRONIN
CHAIR	18.0	X		0	0	0
NANCY C CROWN
TRUSTEE	3.0	X		0	0	0
STEPHEN J ERRICO
TRUSTEE	3.0	X		0	0	0
MARK G FALCONE
TRUSTEE	3.0	X		0	0	0
GREGORY J FLEMING
TRUSTEE	3.0	X		0	0	0
JEANNE A FOLLANSBEE
TRUSTEE	3.0	X		0	0	0
LINDA J HAVLIN
TRUSTEE	3.0	X		0	0	0
MICHAEL J HERLING
TRUSTEE	3.0	X		0	0	0
STEPHEN R HOWE JR
TRUSTEE	3.0	X		0	0	0
DANIEL B HURWITZ
TRUSTEE	3.0	X		0	0	0
WILLIAM A JOHNSTON
TRUSTEE	3.0	X		0	0	0
RONALD A JOYCE
TRUSTEE	3.0	X		0	0	0
ROBERT A KINDLER
VICE CHAIR	4.0	X		0	0	0
SCOTT A MEIKLEJOHN
TRUSTEE	3.0	X		0	0	0
MARK D NOZETTE
TRUSTEE	3.0	X		0	0	0
JUNG H PAK
TRUSTEE	3.0	X		0	0	0
JOHN C SHAW
TRUSTEE	3.0	X		0	0	0
BARRY J SMALL
TRUSTEE	3.0	X		0	0	0
JAMES A SMITH
TRUSTEE	3.0	X		0	0	0
JOANNE D SPIGNER
TRUSTEE	3.0	X		0	0	0
EDWARD M WERNER
TRUSTEE	3.0	X		0	0	0
AYANNA K WILLIAMS
TRUSTEE	3.0	X		0	0	0
WILLIAM T WINTERS
TRUSTEE	3.0	X		0	0	0
LEE M WOODRUFF
TRUSTEE	3.0	X		0	0	0
KATHLEEN A DILL
TRUSTEE	3.0	X		0	0	0
CHRISTINE CRONIN GALLAGHER
TRUSTEE	3.0	X		0	0	0
DANIEL L ROSENSWEIG
TRUSTEE	3.0	X		0	0	0
SAFWAN B SHABAB
TRUSTEE	3.0	X		0	0	0
DAVID HALE
VP FOR FIN. & ADMIN, TREASURER	50.0		X	302915	0	37001
ROBERT TYBURSKI
VP & Senior Advisor, Secretary	50.0		X	241555	0	33957
CAROLEE WHITE
INTERIM VP FIN & ADMIN, Treas.	50.0		X	156323	0	22882
BRUCE SELLECK
Provost, Dean of the Faculty	50.0			269912	0	43225	X
MURRAY DECOCK
VP Institutional Advancement	50.0			316787	0	54963	X
Douglas Hicks
Provost/Dean of Faculty	50.0			128134	0	28866	X
Suzy Nelson
VP and Dean of the College	50.0			111024	0	36199	X
Scott Brown
Dean of the college	50.0			126824	0	20120	X
DAVID ROACH
DIRECTOR OF ATHLETICS	50.0			637687	0	31397		X
ANTHONY AVENI
PROFESSOR	50.0			209963	0	33623		X
Joseph Hope
Director of Investments	50.0			183680	0	28764		X
Jeff Baldani
Professor	50.0			200560	0	33715		X
Debra Townsend
VP for Communications	50.0			184767	0	40990		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	3554278	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	566189	TotalOtherCompensation
Number Individuals GT100 K	142	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
SODEXHO INC AFFILIATES
PO BOX 352	BUFFALO	NY	14240	FOOD SERVICE	5714695
LECHASE CONSTRUCTION SERVICES LLC
609 ERIE BLVD WEST	SYRACUSE	NY	13204	CONSTRUCTION	1031564
THE HAYNER HOYT CORPORATION
625 ERIE BLVD WEST	SYRACUSE	NY	13204	CONSTRUCTION	5433148
BIRNIE BUS SERVICE INC
PO BOX 630	ROME	NY	13442	TRANSPORTATION	1063860
MARK CONGDEN
140 MARTIN ROAD	CLEVELAND	NY	13042	DELIVERY	922411

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	44	NumberOfContractorsGT100K
Info In Schedule O Part VIII	X	InfoInScheduleOPartVIII
Government Grants	2490370	GovernmentGrants
All Other Contributions	33500793	AllOtherContributions
Noncash Contributions	4506031	NoncashContributions
Total Contributions	35991163	TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue
TUITION AND FEES	900099	127934249	127934249
SALES & SERVICES OF AUXILIARIES	900099	24517663	23546873	970790
OTHER EDUCATIONAL ACTIVITIES	900099	2519245	2519245

Field	Value	IRS element (for citing)
Total Program Service Revenue	154971157	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	5738177	TotalRevenueColumn
Unrelated Business Revenue	2186498	UnrelatedBusinessRevenue
Exclusion	$3,551,679	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	2007	TotalRevenueColumn
Exclusion	$2,007	ExclusionAmount

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	173941	TotalRevenueColumn
Exclusion	$173,941	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	711692	Real

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	864262	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	-152570	Real
Personal	0	Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	-152570	TotalRevenueColumn
Exclusion	-$152,570	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	257385504	Securities
Other	97070	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	213916271	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	43469233	Securities
Other	97070	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	43566303	TotalRevenueColumn
Exclusion	$43,566,303	ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	3604438	GrossSalesOfInventory
Cost Of Goods Sold	2263561	CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	1340877	TotalRevenueColumn
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$1,340,877	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	0	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	241631055	TotalRevenueColumn
Related Or Exempt Function Income	154000367	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	3157288	UnrelatedBusinessRevenue
Exclusion	$48,482,237	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	1009696	Total
Program Services	1009696	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	38795419	Total
Program Services	38795419	ProgramServices

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	4980404	Total
Program Services	4980404	ProgramServices

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	3554278	Total
Program Services	3554278	ProgramServices

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	702275	Total
Program Services	702275	ProgramServices

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	67271028	Total
Program Services	54602628	ProgramServices
Management And General	8692579	ManagementAndGeneral
Fundraising	3975821	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	6198626	Total
Program Services	5100387	ProgramServices
Management And General	753816	ManagementAndGeneral
Fundraising	344423	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	7819169	Total
Program Services	6636484	ProgramServices
Management And General	665641	ManagementAndGeneral
Fundraising	517044	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	4907505	Total
Program Services	4038020	ProgramServices
Management And General	596803	ManagementAndGeneral
Fundraising	272682	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	4395926	Total
Program Services	3359040	ProgramServices
Management And General	941319	ManagementAndGeneral
Fundraising	95567	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	312905	Total
Program Services	239098	ProgramServices
Management And General	67004	ManagementAndGeneral
Fundraising	6803	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	188124	Total
Program Services	143750	ProgramServices
Management And General	40284	ManagementAndGeneral
Fundraising	4090	Fundraising

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	142902	Total
Program Services	109195	ProgramServices
Management And General	30600	ManagementAndGeneral
Fundraising	3107	Fundraising

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	502431	Total
Program Services	383920	ProgramServices
Management And General	107588	ManagementAndGeneral
Fundraising	10923	Fundraising

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	6837919	Total
Program Services	5214859	ProgramServices
Management And General	1473467	ManagementAndGeneral
Fundraising	149593	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	0	Total

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	0	Total

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	1529480	Total
Program Services	1284763	ProgramServices
Management And General	114711	ManagementAndGeneral
Fundraising	130006	Fundraising

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	480763	Total
Program Services	480763	ProgramServices

Travel Travel

Field	Value	IRS element (for citing)
Total	8028279	Total
Program Services	7016583	ProgramServices
Management And General	461427	ManagementAndGeneral
Fundraising	550269	Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	0	Total

Interest Interest

Field	Value	IRS element (for citing)
Total	7429369	Total
Program Services	7429369	ProgramServices

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	14264618	Total
Program Services	13294706	ProgramServices
Management And General	953851	ManagementAndGeneral
Fundraising	16061	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	1739148	Total
Program Services	1019141	ProgramServices
Management And General	693920	ManagementAndGeneral
Fundraising	26087	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
UTILITIES	4676347	3924844	625743	125760
REPAIRS & MAINTENANCE	3754530	3171244	481662	101624
GENERAL OPERATING EXPENSES	12376948	9897251	1234503	1245194
LIBRARY COSTS & ACQUISITIONS	2353169	2351430	1462	277

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	2222422	Total
Program Services	1068507	ProgramServices
Management And General	698861	ManagementAndGeneral
Fundraising	455054	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	206473680	Total
Program Services	179808054	ProgramServices
Management And General	18635241	ManagementAndGeneral
Fundraising	8030385	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	1495565	BOY
EOY	1569666	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	32065651	BOY
EOY	30796330	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	2698676	BOY
EOY	6539481	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	1225824	BOY
EOY	2105698	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	3239542	BOY
EOY	3066796	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	2003875	BOY
EOY	2228889	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	4699492	BOY
EOY	4120057	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	540089216	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	200348827	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	335994839	BOY
EOY	339740389	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	163186113	BOY
EOY	223272439	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	570980698	BOY
EOY	603654786	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	8075602	BOY
EOY	9193645	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	1125665877	BOY
EOY	1226288176	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	14440824	BOY
EOY	15871082	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	16002105	BOY
EOY	15805776	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	173860740	BOY
EOY	199597072	EOY

Escrow Account Liability EscrowAccountLiability

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Loans From Officers Directors LoansFromOfficersDirectors

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	241756	BOY
EOY	0	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	50092013	BOY
EOY	43683950	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	254637438	BOY
EOY	274957880	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	301171920	BOY
EOY	313977491	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	248829468	BOY
EOY	297046173	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	321027051	BOY
EOY	340306632	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	871028439	BOY
EOY	951330296	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1125665877	BOY
EOY	1226288176	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	35157375	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	41841175	ReconciliationUnrealizedInvest
Reconcilation Other Changes	3303307	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Consolidated	X	FinancialStatementConsolidated

Field	Value	IRS element (for citing)
Audit Committee	true	AuditCommittee
Federal Grant Audit Required	true	FederalGrantAuditRequired
Federal Grant Audit Performed	true	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School170b1 Aii	X	School170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbying
Total Direct Lobbying		TotalDirectLobbying
Total Lobbying Expenditures		TotalLobbyingExpenditures
Other Exempt Purpose Expenditures		OtherExemptPurposeExpenditures
Total Exempt Purpose Expenditures		TotalExemptPurposeExpenditures
Lobbying Nontaxable		LobbyingNontaxableAmount
Grassroots Nontaxable		GrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non Tx		TotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying Nontx		TotLobbyExpendMnsLobbyingNontx
Volunteers	false	Volunteers
Paid Staff Or Management	false	PaidStaffOrManagement
Media Advertisements	false	MediaAdvertisements
Mailings Members	false	MailingsMembers
Publications Or Broadcast	false	PublicationsOrBroadcast
Grants Other Organizations	false	GrantsOtherOrganizations
Direct Contact Legislators	true	DirectContactLegislators
Direct Contact Legislators	$2,000	DirectContactLegislatorsAmount
Rallies Demonstrations	false	RalliesDemonstrations
Other Activities	true	OtherActivities
Other Activities	$140,902	OtherActivitiesAmount
Total Lobbying Expenditures IIB	142902	TotalLobbyingExpendituresIIB
Not Described In501c3	false	NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV (2 entries)

IdentifierIdentifier	ExplanationExplanation
FORM 990, SCHEDULE C, PART II-B, LINE 1I	Colgate University belongs to member organizations which may engage in lobbying activities. Aggregate dues in the amount of $140,902 were paid during the fiscal year and reported on this return. Some portion of those dues paid may be utilized for lobbying activities.
FORM 990, SCHEDULE C, PART II-B, LINE 1G	Colgate staff from time to time send letters to political representatives expressing opinions on certain legislation and topics. The estimated amount of expenses incurred for these activities during the current fiscal year is $2,000.

Schedule D IRS990ScheduleD

Art Public Exhibition Amts ArtPublicExhibitionAmts

Field	Value	IRS element (for citing)
Revenues Included	190468	RevenuesIncluded
Assets In Part X	15309666	AssetsInPartX

Field	Value	IRS element (for citing)
Held Works Of Art Amts		HeldWorksOfArtAmts
Collect Used For Public Exhibition	X	CollectUsedForPublicExhibition
Collect Used For Scholar Research	X	CollectUsedForScholarResearch
Collect Used For Preservation	X	CollectUsedForPreservation
Collect Used For Loan Or Exch Prgrms	X	CollectUsedForLoanOrExchPrgrms
Solicited Assets For Sale	false	SolicitedAssetsForSale

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	699409112	BeginningOfYearBalance
Contributions	23508671	Contributions
Investment Earnings Or Losses	86258849	InvestmentEarningsOrLosses
Grants Or Scholarships	12920370	GrantsOrScholarships
Other Expenditures	20475833	OtherExpenditures
Administrative Expenses	270618	AdministrativeExpenses
End Of Year Balance	775509811	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	710608283	BeginningOfYearBalance
Contributions	21460984	Contributions
Investment Earnings Or Losses	-1478033	InvestmentEarningsOrLosses
Grants Or Scholarships	11759624	GrantsOrScholarships
Other Expenditures	19180996	OtherExpenditures
Administrative Expenses	241502	AdministrativeExpenses
End Of Year Balance	699409112	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	609693550	BeginningOfYearBalance
Contributions	21043099	Contributions
Investment Earnings Or Losses	108989396	InvestmentEarningsOrLosses
Grants Or Scholarships	10909640	GrantsOrScholarships
Other Expenditures	18149524	OtherExpenditures
Administrative Expenses	58598	AdministrativeExpenses
End Of Year Balance	710608283	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	550499329	BeginningOfYearBalance
Contributions	31135407	Contributions
Investment Earnings Or Losses	60060185	InvestmentEarningsOrLosses
Grants Or Scholarships	12495549	GrantsOrScholarships
Other Expenditures	19183107	OtherExpenditures
Administrative Expenses	322715	AdministrativeExpenses
End Of Year Balance	609693550	EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	723041198	BeginningOfYearBalance
Contributions	10191217	Contributions
Investment Earnings Or Losses	-151023917	InvestmentEarningsOrLosses
Grants Or Scholarships	12295752	GrantsOrScholarships
Other Expenditures	19108976	OtherExpenditures
Administrative Expenses	304441	AdministrativeExpenses
End Of Year Balance	550499329	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.24060	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.41510	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.34430	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	28822927	OtherCostOrOtherBasis
Book Value	28822927	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	411475212	OtherCostOrOtherBasis
Depreciation	125880779	Depreciation
Book Value	285594433	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	7442480	OtherCostOrOtherBasis
Depreciation	6561582	Depreciation
Book Value	880898	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	92348597	OtherCostOrOtherBasis
Depreciation	67906466	Depreciation
Book Value	24442131	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Depreciation	0	Depreciation
Book Value	0	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	339740389	TotalOfBookValueLandBuildings
Financial Derivatives		FinancialDerivatives
Closely Held Equity Interests		CloselyHeldEquityInterests

Other Securities OtherSecurities (9 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
INTERMEDIATE TERM INVESTMENTS	32447672	F
CASH EQUIVALENTS	67842047	F
EQUITY INVESTMENTS	17729734	F
FIXED INCOME INVESTMENTS	33903213	F
PRIVATE EQUITY	102083008	F
VENTURE CAPITAL	24418903	F
HEDGE	255690152	F
REAL ASSETS	68732321	F
OTHER	807736	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	603654786	TotalOfBookValueSecurities
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescription	AmountAmount
ANNUITIES & DEF. GIVING ARRANG.	$13,546,018
POST-RETIREMENT BENEFIT OBLIG.	$17,469,959
FEDERAL STUDENT LOAN FUNDS	$3,424,695
CONDITIONAL ASSET RET. OBLIG.	$9,243,278

Field	Value	IRS element (for citing)
Total Of Amounts	43683950	TotalOfAmounts

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

IdentifierIdentifier

ExplanationExplanation

FORM 990, SCHEDULE D, PART III, LINE 4 - DESCRIPTION OF ARTWORK

THE PICKER ART GALLERY AT COLGATE UNIVERSITY SEEKS TO ENGAGE THE IMAGINATIONS, STIMULATE THE MINDS AND CAPTIVATE THE EYES OF ITS VISITORS - STUDENTS, FACULTY, STAFF, COMMUNITY MEMBERS AND TRAVELERS ALIKE. IT AIMS TO SERVE AS A LABORATORY FOR THE EXPLORATION AND PRESENTATION OF NEW IDEAS ABOUT AND RELATED TO ART; AS A FORUM FOR INTERDISCIPLINARY COLLABORATIONS GROUNDED IN VISUAL UNDERSTANDING; AS A BEACON OF EXCELLENCE IN ITS EXHIBITIONS, PROJECTS AND PUBLICATIONS; AND AS A SANCTUARY FOR THE CONTEMPLATION AND ENJOYMENT OF ART. THE LONGYEAR MUSEUM OF ANTHROPOLOGY IS MAINTAINED BY THE DEPARTMENT OF SOCIOLOGY AND ANTHROPOLOGY AS A TEACHING MUSEUM. THE COLLECTION OF ARCHAEOLOGICAL AND ETHNOLOGICAL MATERIALS, PRIMARILY RELATED TO THE AMERICAN INDIAN AND PALEOLITHIC IMPLEMENTS, INCLUDES THE MORTIMER C. HOWE COLLECTION OF AMERICAN INDIAN ARTIFACTS, THE HERBERT W. BIGFORD COLLECTION OF ONEIDA INDIAN ARCHAEOLOGY AND THE WALTER BENNETT COLLECTION OF IROQUOIS AND PRE-IROQUOIS ITEMS. The Robert M. Linsley Geology Museum exhibits minerals, rocks, and fossils, highlighting the beauty and wonder of these objects while also informing visitors about how geologists study the Earth. Threaded throughout the museum is a specific focus on what we know about New York State's geologic past.

FORM 990, SCHEDULE D, PART V, LINE 4 - USE OF ENDOWMENT FUNDS

THE ENDOWMENT IS MANAGED AND INVESTED TO PROVIDE CURRENT AND FUTURE SUPPORT FOR THE OPERATIONS OF THE UNIVERSITY. EXAMPLES OF SUPPORT PROVIDED INCLUDE FINANCIAL AID, FACILITIES UPKEEP, RESEARCH, FACULTY COMPENSATION AND OTHER ACADEMIC AND STUDENT OPERATIONS.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	true	NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc	true	PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media	true	PolicyPublViaBroadcastMedia
Maint Racial Composition Records	true	MaintRacialCompositionRecords
Maint Scholarships Records	true	MaintScholarshipsRecords
Maint Copies Of Brochures Etc	true	MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations	true	MaintCopiesOfAllSolicitations
Discriminate Race Students Rights	false	DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies	false	DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty	false	DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships	false	DiscriminateRaceScholarships
Discriminate Race Educ Policies	false	DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts	false	DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog	false	DiscriminateRaceAthleticProg
Discriminate Race Other Acty	false	DiscriminateRaceOtherActy
Government Financial Aid Received	true	GovernmentFinancialAidReceived
Government Financial Aid Revoked	false	GovernmentFinancialAidRevoked
Compliance With Rev Proc7550	true	ComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)

IdentifierIdentifier	ExplanationExplanation
FORM 990, SCHEDULE E, PART 1, LINE 3	The University publicizes its racially non-discriminatory policy annually in the University catalogue.
FORM 990, SCHEDULE E, PART I, LINE 6A	The University participates in the Title IV Aid programs of the federal government, receives restricted grants and unrestricted gifts from the state of New York and will apply as appropriate for grants awarded on a competitive basis by the state or federal government.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	true	GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (10 entries)

RegionRegion	Number Of OfficesNumberOfOffices	Number Of EmployeesNumberOfEmployees	Type Of Activities ConductedTypeOfActivitiesConducted	Specific Services ProvidedSpecificServicesProvided	Total ExpendituresTotalExpenditures
East Asia and the Pacific	4	4	Program Services	STUDY GROUPS	1028412
Europe (Including Iceland and Greenland)	15	15	Program Services	STUDY GROUPS	2819031
Central America and the Caribbean			Investments		248839236
North America			Investments		12804088
Sub-Saharan Africa			Investments		1616057
East Asia and the Pacific			Grantmaking		937679
Central America and the Caribbean			Grantmaking		347843
Middle East and North Africa			Grantmaking		475987
Sub-Saharan Africa			Grantmaking		169151
Europe (Including Iceland and Greenland)			Grantmaking		3049744

Field	Value	IRS element (for citing)
Subtotal Number Of Offices	19	SubtotalNumberOfOffices
Subtotal Number Of Employees	19	SubtotalNumberOfEmployees
Total Number Of Offices	19	TotalNumberOfOffices
Total Number Of Employees	19	TotalNumberOfEmployees
Subtotal Amount Spent	272087228	SubtotalAmountSpent
Total Amount Spent	272087228	TotalAmountSpent

Grants To Ind Outside US GrantsToIndOutsideUS (5 entries)

Type Of AssistanceTypeOfAssistance	RegionRegion	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant
SCHOLARSHIPS	East Asia and the Pacific	32	937679
SCHOLARSHIPS	Central America and the Caribbean	15	347843
SCHOLARSHIPS	Middle East and North Africa	20	475987
SCHOLARSHIPS	Sub-Saharan Africa	6	169151
SCHOLARSHIPS	Europe (Including Iceland and Greenland)	113	3049744

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	true	TransferToForeignCorp
Interest In Foreign Trust	false	InterestInForeignTrust
Own Foreign Corp	true	OwnForeignCorp
Passive Foreign Invest Co	true	PassiveForeignInvestCo
Foreign Partnership	true	ForeignPartnership
Boycott Countries	false	BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

Field	Value	IRS element (for citing)
Identifier	Form 990, Schedule F, Part I, Line 2	Identifier
Return Reference	Procedures for monitoring the use of grant funds outside the United States	ReturnReference
Explanation	Funds are provided for the benefit of Colgate University Study Groups which are monitored and managed by employees of Colgate University. Full accounting and reconciliation procedures are performed for every study group trip.	Explanation

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Recipient Table RecipientTable (6 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Amount Of Non Cash AssistanceAmountOfNonCashAssistance	Method Of ValuationMethodOfValuation	Description Of Non Cash AssistanceDescriptionOfNonCashAssistance	Purpose Of GrantPurposeOfGrant
HAMILTON CENTRAL SCHOOL
47 W KENDRICK	HAMILTON	NY	13346	156002230	PUBLIC SCHOOL	517615	6170	FMV	used equip.	GENERAL FUNDING
VILLAGE OF HAMILTON FIRE DEPARTMENT
121 Lebanon St	HAMILTON	NY	13346	156001316	VILLAGE	174176	1005	FMV	used equip.	GENERAL FUNDING/ FIRETRUCK
TOWN OF HAMILTON
16 BROAD STREET	HAMILTON	NY	13346	156000972	TOWN	82389	985	FMV	USED EQUIP.	GENERAL FUNDING
PARTNERSHIP FOR COMM DEVELOPMENT
11 PAYNE STREET	HAMILTON	NY	13346	161572206	501(c)(3)	50000				GENERAL FUNDING
So Mad County Vol Ambulance
PO Box 453	Hamilton	NY	13346	222753658	501(c)(3)	50000				Ambulance Funding
COLGATE UNIVERSITY ALUMNI CORPORATION
13 OAK DRIVE	HAMILTON	NY	13346	150532083	501(C)(3)	127356				GENERAL FUNDING

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	3	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	3	TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

Field	Value	IRS element (for citing)
Type Of Grant	Scholarships to students	TypeOfGrant
Number Of Recipients	1016	NumberOfRecipients
Amount Of Cash Grant	38795419	AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)

IdentifierIdentifier

ExplanationExplanation

GRANT PROCEDURES

COLGATE UNIVERSITY OFFERS GRANTS & LOANS TO STUDENTS ON THE BASIS OF DEMONSTRATED FINANCIAL NEED. STUDENTS MUST MEET CERTAIN ELIGIBILITY REQUIREMENTS. GRANTS AND LOANS ARE ADMINISTERED BY THE FINANCIAL AID OFFICE. STUDENTS AND THEIR PARENTS COMPLETE EXTENSIVE APPLICATION MATERIALS, SUBMIT TAX RETURNS AND OTHER SUPPORTING DOCUMENTATION TO SUPPORT THEIR CLAIM FOR FINANCIAL ASSISTANCE. COLGATE ALSO OFFERS A LIMITED NUMBER OF ATHLETIC SCHOLARSHIPS (NON-NEED BASED) THAT ARE AVAILABLE FOR SELECT INTERCOLLEGIATE SPORTS.

FORM 990, SCHEDULE I, PART II, LINE 1

Colgate University receives various requests for grants and other support from local entities throughout the fiscal year. The entities selected to receive grants, as listed in Part II, are selected to receive funding solely for local purposes.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	X	TravelForCompanions
Housing Allowance Or Residence	X	HousingAllowanceOrResidence
Club Dues Or Fees	X	ClubDuesOrFees
Personal Services	X	PersonalServices
Written Policy Re T And E Expenses	true	WrittenPolicyReTAndEExpenses
Substantiation Required	true	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Form990 Of Other Organizations	X	Form990OfOtherOrganizations
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	true	SeverancePayment
Supplemental Nonqual Retire Plan	false	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	true	AnyNonFixedPayments
Initial Contract Exception	true	InitialContractException
Rebuttable Presumption Procedure	true	RebuttablePresumptionProcedure

Form990 Schedule J Part II Form990ScheduleJPartII (12 entries)

TitleTitle	Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
JEFFREY HERBST
PRESIDENT	462500	0	0	0	21647	0	24996	0	95491	0	604634	0	0	0
DAVID HALE
VP FOR FIN. & ADMIN, TREASURER	250941	0	50000	0	1974	0	31246	0	5755	0	339916	0	0	0
ROBERT TYBURSKI
VP & Senior Advisor, Secretary	226345	0	12500	0	2710	0	33520	0	437	0	275512	0	0	0
BRUCE SELLECK
Provost, Dean of the Faculty	244062	0	0	0	25850	0	37470	0	5755	0	313137	0	0	0
MURRAY DECOCK
VP Institutional Advancement	276881	0	28500	0	11406	0	27470	0	27493	0	371750	0	0	0
DAVID ROACH
DIRECTOR OF ATHLETICS	211811	0	0	0	425876	0	16958	0	14439	0	669084	0	0	0
ANTHONY AVENI
PROFESSOR	185282	0	0	0	24681	0	27868	0	5755	0	243586	0	0	0
Douglas Hicks
Provost/Dean of Faculty	125000	0	0	0	3134	0	13746	0	15120	0	157000	0	0	0
Joseph Hope
Director of Investments	180556	0	0	0	3124	0	23009	0	5755	0	212444	0	0	0
Jeff Baldani
Professor	191770	0	0	0	8790	0	27960	0	5755	0	234275	0	0	0
Debra Townsend
VP for Communications	181766	0	0	0	3001	0	27847	0	13143	0	225757	0	0	0
CAROLEE WHITE
INTERIM VP FIN & ADMIN, Treas.	147257	0	7329	0	1737	0	17127	0	5755	0	179205	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)

IdentifierIdentifier	ExplanationExplanation
FORM 990, SCHEDULE J, PART I, LINE 1A	TRAVEL FOR COMPANIONS: EXPENSES FOR COMPANION TRAVEL WERE INCURRED BY PRESIDENT HERBST ON A LIMITED BASIS. COLGATE ALLOWS COMPANION TRAVEL ONLY ON OCCASIONS WHERE THERE IS A SPECIFIC BUSINESS PURPOSE, SUCH AS ATTENDANCE AT FUNDRAISING EVENTS. THE BENEFIT IS INCLUDED IN THE INDIVIDUALS FORM W-2, WHERE APPROPRIATE. HOUSING ALLOWANCE OF RESIDENCE FOR PERSONAL USE: ATHLETIC DIRECTOR ROACH RECEIVED A HOUSING ALLOWANCE BUT WAS TAXED ON THE VALUE. HOUSING ALLOWANCES ARE GRANTED ONLY WHEN IT IS SPECIFICALLY STATED IN AN EMPLOYMENT CONTRACT. SUCH AN ALLOWANCE IS PART OF AN EMPLOYEE'S TAXABLE COMPENSATION AND IS APPROVED AS PART OF THE EMPLOYEE'S COMPENSATION PACKAGE. PRESIDENT HERBST, DEAN HICKS AND DEAN NELSON WERE REQUIRED TO LIVE ON CAMPUS AS A CONDITION OF THEIR EMPLOYMENT AND FOR THE CONVENIENCE OF COLGATE, THEREFORE THEIR HOUSING AMOUNTS WERE NOT INCLUDED IN THEIR W-2'S. COLGATE PROVIDES HOUSING FOR EMPLOYEES WHEN THERE IS A REQUIREMENT TO LIVE IN UNIVERSITY HOUSING STIPULATED IN AN INDIVIDUAL'S EMPLOYMENT CONTRACT. THE BENEFIT IS INCLUDED IN THE INDIVIDUALS FORM W-2, WHERE APPROPRIATE. HEALTH OR SOCIAL CLUB DUES: ATHLETIC DIRECTOR ROACH AND JOSEPH HOPE WERE PROVIDED WITH CLUB MEMBERSHIPS. THE MEMBERSHIPS WERE TREATED AS TAXABLE COMPENSATION AND INCLUDED IN THE INDIVIDUALS FORM W-2. PERSONAL SERVICES: PRESIDENT HERBST RECEIVED CERTAIN PERSONAL SERVICES PROVIDED AT HIS ON CAMPUS RESIDENCE. SUCH SERVICES WERE STIPULATED IN PRESIDENT HERBST'S EMPLOYMENT CONTRACT. THE BENEFIT IS INCLUDED IN THE INDIVIDUALS FORM W-2, WHERE APPROPRIATE.
SCHEDULE J, PART I, LINE 4A	DAVID ROACH RECEIVED A SEVERENCE PAYMENT IN THE AMOUNT OF $352,192. THIS AMOUNT IS THE PRESENT VALUE OF THE PAYMENTS THAT ARE TO BE MADE IN THE FUTURE BUT ARE TAXED IN 2012.
SCHEDULE J, PART I, LINE 7	NON-FIXED BONUSES WERE PAID AND ARE INCLUDED IN SCHEDULE J, PART II.
SCHEDULE J, PART I, LINE 8	PRESIDENT HERBST WAS EMPLOYED AT COLGATE UNIVERSITY AS OF JUNE 1, 2010 AND THEREFORE THE INITIAL CONTRACT EXCEPTION APPLIES.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Bond ReferenceBondReferenceCd	Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
MCCRC-SERIES 2012A
A	272499520	557363BJ6	2012-06-15	30709683	REFINANCE OF SERIES 2003A & 2003B	false	false	false
MCCRC-SERIES 2010A
B	272499520	557363AS7	2010-05-25	36532630	CONSTR PROJ & REFINANCE SERIES '98	false	false	false
MCCRC-Series 2005A
C	521325841	557365CP6	2005-09-26	46388559	VARIOUS CONSTRUCTION PROJECTS	false	false	false
MCCRC-Series 2013A
D	521325841	557363BY3	2013-02-14	49773660	Refinance Series 2004A	false	false	false

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Bond ReferenceBondReferenceCd	Total ProceedsTotalProceeds	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Credit EnhancementCreditEnhancement	Capital ExpendituresCapitalExpenditures	Other Spent ProceedsOtherSpentProceeds	Amount UnspentAmountUnspent	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
A	30709683	472315	0	0	30212686	24682	2012	false	true	false	true
B	36552015	662077	0	15039266	20850672	0	2012	true	false	false	true
C	48639349	910822	457347	47271180	0	0	2007	false	false	true	true
D	49773660	747727	0	0	49021174	4759		false	true	false	true

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Any Research AgreementsAnyResearchAgreements	Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers	Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest	Change In Use Bond Financed PropChangeInUseBondFinancedProp	Remedial Action TakenRemedialActionTaken	Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs	Engage Bond Counsel ContractsEngageBondCounselContracts	Engage Bond Counsel ResearchEngageBondCounselResearch	Total Private Business UseTotalPrivateBusinessUse
A	false	false	false	false	0	false	false	false	true
B	false	false	false	false	0	false	false	false	true
C	false	false	false	false	0	false	false	false	true
D	false	false	true	true	0.01400	false	false	false	true	true	true	0.01400

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiled	No Rebate DueNoRebateDue	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Business Name Line1NameOfGICProvider/BusinessNameLine1	Gross Proceeds InvestedGrossProceedsInvested	Written Proc To Monitor ReqsWrittenProcToMonitorReqs	Exception To RebateExceptionToRebate
0
A	false	true	false	false	false	0	false	true
0
B	false	true	false	false	false	0	false	true
0
C	false	true	false	false	false	0	false	true	true
0
D	false	true	false	false	false	0	false	true

Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)

Bond ReferenceBondReferenceCd	Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction
A	true
B	true
C	true
D	true

Form990 Schedule K Part VI Form990ScheduleKPartVI

Field	Value	IRS element (for citing)
Identifier	Schedule K	Identifier
Return Reference	Part IV, Question 2	ReturnReference
Explanation	Rebate computation performed on: 2012 - June 15, 2012 2010 - April 3, 2013 2005 - October 4, 2007 2013A - February 14, 2013	Explanation

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)

Bond ReferenceBondReferenceCd	Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
MCIDA-SERIES 2003B
A	521325841	557365BU6	2003-08-06	20410579	VARIOUS CONSTRUCTION PROJECTS	false	false	false
MCIDA-SERIES 2003A
B	521325841	557365BK8	2003-04-09	16603499	REFINANCING OF SERIES 1993A	false	false	false

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Bond ReferenceBondReferenceCd	Amount RetiredAmountRetired	Amount Bond DefeasedAmountBondDefeased	Total ProceedsTotalProceeds	Amount In Reserve FundAmountInReserveFund	Capitalized InterestCapitalizedInterest	Refunding EscrowRefundingEscrow	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Credit EnhancementCreditEnhancement	Working Capital ExpendituresWorkingCapitalExpenditures	Capital ExpendituresCapitalExpenditures	Other Spent ProceedsOtherSpentProceeds	Amount UnspentAmountUnspent	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
A	1920000	18325000	20638040	0	0	0	392382	0	0	20245658	0	0	2007	false	false	true	true
B	5425000	9745000	16603499	0	0	0	328366	0	0	0	16275133	0		true	false	true	true

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Any Research AgreementsAnyResearchAgreements	Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers	Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest	Change In Use Bond Financed PropChangeInUseBondFinancedProp	Remedial Action TakenRemedialActionTaken	Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs
A	false	false	false	false	0	false	false	false	true
B	false	false	false	false	0	false	false	false	true

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiled	No Rebate DueNoRebateDue	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Business Name Line1NameOfGICProvider/BusinessNameLine1	Gross Proceeds InvestedGrossProceedsInvested	Written Proc To Monitor ReqsWrittenProcToMonitorReqs
0
A	false	true	false	false	false	0	false	true
0
B	false	true	false	false	false	0	false	true

Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)

Bond ReferenceBondReferenceCd	Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction
A	true
B	true

Form990 Schedule K Part VI Form990ScheduleKPartVI

Field	Value	IRS element (for citing)
Identifier	Schedule K	Identifier
Return Reference	Part IV, Question 2	ReturnReference
Explanation	Rebate computation performed on:	Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (10 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
me
SPOUSE OF SECRETARY	108647	SEE NOTE 1	false
SHARON POLANSKY
SPOUSE OF PRESIDENT	105506	SEE NOTE 1	false
MURRAY DECOCK
BROTHER-IN-LAW OF TRUSTEE	367586	SEE NOTE 1	false
Catherine Bagwell
Spouse-Dean of Faculty	120536	SEE NOTE 1	false
HarbourVest International PEP III
note 2 in part v below	50000	Capital Contributions	false
HarbourVest International PEP III
Note 2 in Part V below	384000	CAPITAL DISTRIBUTIONS	false
Dover Street VII
Note 2 in Part V below	550000	Capital Contributions	false
Dover Street VII
Note 2 in Part V below	1054437	CAPITAL DISTRIBUTIONS	false
BREP VII
NOTE 3 IN PART V BELOW	676598	CAPITAL DISTRIBUTIONS	false
BREP VII
NOTE 3 IN PART V BELOW	3287102	CAPITAL CONTRIBUTIONS	false

Form990 Schedule L Part V Form990ScheduleLPartV (3 entries)

IdentifierIdentifier	ExplanationExplanation
note 1	Fiscal year 2013 compensation as an employee of Colgate University.
note 2	Colgate Trustee and Managing Director of the management company (HarbourVest Partners) which is general partner in these funds.
NOTE 3	COLGATE TRUSTEE IS THE CEO OF AN ENTITY THAT ENTERED IN TO A JOINT VENTURE WITH BREP VII.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	2	NumberOfContributions
Noncash Contribs Rptd F990	76001	NoncashContribsRptdF990
Method Of Determining Revenues	APPRAISAL	MethodOfDeterminingRevenues

Art Historical Treasures ArtHistoricalTreasures

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	10	NumberOfContributions
Noncash Contribs Rptd F990	4009	NoncashContribsRptdF990
Method Of Determining Revenues	APPRAISAL	MethodOfDeterminingRevenues

Field	Value	IRS element (for citing)
Art Fractional Interest		ArtFractionalInterest

Books And Publications BooksAndPublications

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Noncash Contribs Rptd F990	10834	NoncashContribsRptdF990
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenues

Field	Value	IRS element (for citing)
Clothing And Household Goods		ClothingAndHouseholdGoods
Cars And Other Vehicles		CarsAndOtherVehicles

Boats And Planes BoatsAndPlanes

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	1	NumberOfContributions
Noncash Contribs Rptd F990	500	NoncashContribsRptdF990
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenues

Field	Value	IRS element (for citing)
Intellectual Property		IntellectualProperty

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	320	NumberOfContributions
Noncash Contribs Rptd F990	4368410	NoncashContribsRptdF990
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenues

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStock
Securities Prtnrshp Trust Intrsts		SecuritiesPrtnrshpTrustIntrsts
Securities Miscellaneous		SecuritiesMiscellaneous
Qualified Contrib Hist Struct		QualifiedContribHistStruct
Qualified Contrib Other		QualifiedContribOther
Real Estate Residential		RealEstateResidential
Real Estate Commercial		RealEstateCommercial
Real Estate Other		RealEstateOther
Collectibles		Collectibles
Food Inventory		FoodInventory
Drugs And Medical Supplies		DrugsAndMedicalSupplies
Taxidermy		Taxidermy
Historical Artifacts		HistoricalArtifacts
Scientific Specimens		ScientificSpecimens

Archaeological Artifacts ArchaeologicalArtifacts

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	1	NumberOfContributions
Noncash Contribs Rptd F990	1	NoncashContribsRptdF990
Method Of Determining Revenues	APPRAISAL	MethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)

Non Cash CheckboxNonCashCheckbox	DescriptionDescription	Number Of ContributionsNumberOfContributions	Noncash Contribs Rptd F990NoncashContribsRptdF990	Method Of Determining RevenuesMethodOfDeterminingRevenues
X	EQUIPMENT	1	827	FMV
X	COMPUTERS	1	45446	FMV
X	PIANO	1	1	FMV
X	MISCELLANEOUS	2	2	FMV

Field	Value	IRS element (for citing)
Number Of8283 Received	1	NumberOf8283Received
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	false	ReviewProcessUnusualNCGifts
Third Parties Used	true	ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)

IdentifierIdentifier	ExplanationExplanation
FORM 990, SCHEDULE M, PART I, COLUMN B	BASED ON THE NUMBER OF CONTRIBUTIONS
FORM 990, SCHEDULE M, PART I, LINE 32B	ARRANGEMENTS WITH THIRD PARTIES OR RELATED ORGANIZATIONS: COLGATE UNIVERSITY GENERALLY USES JP MORGAN CHASE AND NORTHERN TRUST TO FACILITATE THE SALE OF PUBLICLY TRADED SECURITIES.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ORGANIZATION'S MISSION	FORM 990, PART I, LINE 1 & FORM 990, PART III, LINE 1	COLGATE UNIVERSITY'S MISSION IS TO PROVIDE A DEMANDING, EXPANSIVE EDUCATIONAL EXPERIENCE TO A SELECT GROUP OF DIVERSE, TALENTED, INTELLECTUALLY SOPHISTICATED STUDENTS WHO ARE CAPABLE OF CHALLENGING THEMSELVES, THEIR PEERS AND THEIR TEACHERS IN A SETTING THAT BRINGS TOGETHER LIVING AND LEARNING. THE educational mission of Colgate UNIVERSITY IS TO DEVELOP WISE, THOUGHTFUL, CRITICAL THINKERS AND PERCEPTIVE LEADERS BY ENCOURAGING YOUNG MEN AND WOMEN TO FULFILL THEIR POTENTIAL THROUGH RESIDENCE IN A COMMUNITY THAT VALUES ALL FORMS OF INTELLECTUAL RIGOR AND RESPECTS THE COMPLEXITY OF HUMAN UNDERSTANDING.
FORM 990, PART VI, SECTION A, LINE 2		TRUSTEE HERLING AND KEY EMPLOYEE DECOCK HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11B		MANAGEMENT WORKS TOGETHER WITH ITS TAX PROFESSIONALS TO GATHER THE REQUIRED INFORMATION NECESSARY TO PREPARE A DRAFT OF THE FORM 990. ONCE A DRAFT IS COMPLETED, IT IS THEN REVIEWED WITH THE AUDIT COMMITTEE, MANAGEMENT, AND THE TAX PROFESSIONALS. ONCE THE REVIEW IS COMPLETED AND EDITS ARE MADE, A COMPLETE COPY OF THE UNIVERSITY'S FINAL FORM 990 (INCLUDING ALL REQUIRED SCHEDULES), AS ULTIMATELY FILED WITH THE IRS, IS DISTRIBUTED TO THE FULL BOARD BEFORE ITS FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C		EACH TRUSTEE AND OFFICER OF COLGATE UNIVERSITY IS REQUIRED TO DISCLOSE ANNUALLY, IN WRITING, ON COLGATE'S DISCLOSURE STATEMENT (A) ANY FINANCIAL OR BUSINESS RELATIONSHIPS THAT HE OR SHE, OR ANY FAMILY MEMEBER, HAS WITH COLGATE OR ANY AFFILIATED ORGANIZATIONS OR (B) OTHER PERSONAL, FAMILY, FINANCIAL, OR BUSINESS RELATIONSHIPS THAT OTHERWISE COULD BE CONSTRUED TO AFFECT THE INDEPENDENCE, UNBIASED JUDGEMENT OF SUCH TRUSTEE OR OFFICER IN LIGHT OF HIS OR HER DECISION-MAKING AUTHORITY OR RESPONSIBILITIES FOR COLGATE. THE DISCLOSURE STATEMENTS ARE SUBMITTED TO THE TREASURER'S OFFICE, REVIEWED BY THAT OFFICE, OUTSIDE COUNSEL TO THE UNIVERSITY AND THE CHAIR OF THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. A REPORT IS MADE TO THE FULL AUDIT COMMITTEE AND THE BOARD OF TRUSTEES. IN THE EVENT A POSSIBLE CONFLICT OF INTEREST IS IDENTIFIED, THE MATTER IS ADDRESSED INITIALLY WITH THE AUDIT COMMITTEE AND, IF NECESSARY, ULTIMATELY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 14		THE UNIVERSITY ADMINISTRATION HAS UNDERTAKEN TO EXAMINE THE EFFICACY OF A CAMPUS-WIDE DOCUMENT RETENTION AND DESTRUCTION POLICY INTENDED TO REPLACE INDIVIDUAL DEPARTMENT-LEVEL POLICIES. IF DEVELOPED, A PROPOSED CAMPUS-WIDE POLICY WILL BE SUBMITTED TO THE UNIVERSITY'S BOARD OF TRUSTEES FOR ITS APPROVAL.
FORM 990, PART VI, SECTION B, LINE 15A & 15B		COLGATE UNIVERSITY HAS AN INDEPENDENT EXECUTIVE COMPENSATION COMMITTEE THAT ANNUALLY REVIEWS THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES. THE COMPENSATION COMMITTEE CONSIDERS MARKET AND SURVEY DATA. THE COMMITTEE'S DELIBERATIONS ARE REFLECTED IN ITS MINUTES. THE PROCESS FOR DETERMINING THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIALS, INCLUDING THE PRESIDENT, ALL OFFICERS, AND KEY EMPLOYEES, IS REASONABLE AND SATISFIES THE REBUTTABLE PRESUMPTION OF TREASURY REGULATION 53.4958-6. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY THE ORGANIZATION'S EXECUTIVE COMPENSATION COMMITTEE. THE COMMITTEE IS APPOINTED BY THE BOARD OF TRUSTEES FOR THE PURPOSE OF ASSISTING THE BOARD IN FULFILLING ITS RESPONSIBILY TO THE ORGANIZATION AND THE COMMUNITY TO ENSURE THAT THE COMPENSATION COMPLIES WITH THE ORGANIZATION'S POLICIES. THE COMMITTEE IS COMPRISED OF TRUSTEES WHO ARE INDEPENDENT OF MANAGEMENT AND THE ORGANIZATION AND FREE OF CONFLICTS OF INTEREST, THEREBY PLACING THEM IN A POSITION TO EXERCISE INDEPENDENT JUDGMENT. PRIOR TO MAKING ANY COMPENSATION DECISIONS, THE EXECUTIVE COMPENSATION COMMITTEE OBTAINED AND RELIED UPON APPROPRIATE COMPENSATION DATA FROM COMPARABLE INSTITUTIONS. THE COMMITTEE CONTRACTS WITH AN INDEPENDENT COMPENSATION CONSULTANT AND UTILIZES LOCAL AND NATIONAL COMPENSATION SURVEYS TO SET COMPENSATION LEVELS. FINALLY, THE EXECUTIVE COMPENSATION COMMITTEE ADEQUATELY AND CONTEMPORANEOUSLY DOCUMENTED THE BASIS FOR ITS COMPENSATION DECISIONS.
FORM 990, PART VI, SECTION C - DISCLOSURE		THE UNIVERSITY MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA ITS WEBSITE. ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART V, LINE 4B		AUSTRALIA FRANCE GERMANY SWITZERLAND JAPAN SPAIN UNITED KINGDOM JAMAICA CHINA ITALY DENMARK EGYPT
FORM 990, PART XI, LINE 9		CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS $3,793,693 POST RETIREMENT BENEFIT OBLIGATION $3,124,303 LOSS ON BOND REFINANCING ($3,860,000) OTHER $245,311 TOTAL $3,303,307

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (4 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Total IncomeTotalIncome	EOY AssetsEOYAssets	Business Name Line1DirectControllingEntityName/BusinessNameLine1
COLGATE INN LLC
11 PAYNE STREET	HAMILTON	NY	13346	161601117	LODGING/FOOD	NY	-275584	9990668	NA
HAMILTON INITIATIVE LLC
PO BOX 219	HAMILTON	NY	13346	161584169	REAL ESTATE	NY	-380179	7245946	NA
PALACE THEATER LLC
PO BOX 207	HAMILTON	NY	13346	010549094	ENTERTAINMENT	NY	-209087	1636910	NA
HAMILTON THEATER LLC
PO BOX 1895 7 LEBANON STREET	HAMILTON	NY	13346	050535870	MOVIE THEATER	NY	-110534	1302565	NA

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	COLGATE ALUMNI CORPORATION INC	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	13 OAK DRIVE	AddressLine1
City	HAMILTON	City
State	NY	State
ZIP Code	13346	ZIPCode

Field	Value	IRS element (for citing)
EIN	150532083	EIN
Primary Activities	ALUMNI AFFAIR	PrimaryActivities
Legal Domicile State	NY	LegalDomicileState
Exempt Code Section	501(C)(3)	ExemptCodeSection
Public Charity Status	11	PublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1

Field	Value	IRS element (for citing)
Controlled Org	false	ControlledOrg

Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)

Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Type Of EntityTypeOfEntity	Controlled OrgControlledOrg	Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode
CHARITABLE ANNUITY TRUSTS - (3)
SUPPORT	NY	NA	TRUST	true
CHARITABLE UNITRUSTS - (17)
SUPPORT	NY	NA	TRUST	true
POOLED INCOME FUNDS - (3)
SUPPORT	NY	NA	TRUST	true	13 OAK DRIVE	HAMILTON	NY	13346
CRATs-CRUTs - Colgate is not the trustee
SUPPORT	NY	NA	TRUST	true

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	true	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Dividends Related Organization	false	DividendsRelatedOrganization
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	true	PerformOfServicesByOtherOrgs
Sharing Of Facilities	true	SharingOfFacilities
Sharing Of Paid Employees	true	SharingOfPaidEmployees
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	true	OtherTransferToOtherOrg
Other Transfer From Other Org	true	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved	Method Of Amt DeterminationMethodOfAmtDetermination
Pooled Income Funds
R	218566	CASH
Charitable Annuity Trusts
R	527914	CASH