WILLIAMS COLLEGE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAMS COLLEGE (EIN 04-2104847)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201311349349303271
- Schema version
- 2011v1.5
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T12:08:37-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 High Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104847 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % SUSAN HOGAN | InCareOfName |
| Name Control | WILL | NameControl |
| Phone | 4135974412 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HOPKINS HALL PO BOX 67 | AddressLine1 |
| City | WILLIAMSTOWN | City |
| State | MA | State |
| ZIP Code | 01267 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FREDERICK W PUDDESTER | Name |
| Title | VP FIN&ADMIN, TRSR | Title |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175305000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ADAM F FALK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HOPKINS HALL PO BOX 67 | AddressLine1 |
| City | WILLIAMSTOWN | City |
| State | MA | State |
| ZIP Code | 01267 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 257286013 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.williams.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1793 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3294 | TotalNbrEmployees |
| Total Nbr Volunteers | 3416 | TotalNbrVolunteers |
| Total Gross UBI | -871297 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -2992387 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 51244721 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 52694308 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 109464389 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 115120571 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 76479180 | InvestmentIncomePriorYear |
| Investment Income Current Year | 87665287 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1677112 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1805847 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 238865402 | TotalRevenuePriorYear |
| Total Revenue Current Year | 257286013 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 43509051 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 44334066 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 100811891 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 109984096 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 5824334 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 67079262 | OtherExpensePriorYear |
| Other Expenses Current Year | 72095329 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 211400204 | TotalExpensesPriorYear |
| Total Expenses Current Year | 226413491 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 27465198 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 30872522 | RevenuesLessExpensesCY |
| Total Assets BOY | 2374027960 | TotalAssetsBOY |
| Total Assets EOY | 2361903398 | TotalAssetsEOY |
| Total Liabilities BOY | 398969115 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 403053000 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1975058845 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1958850398 | 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 | 194626855 | Expense |
| Grants | 44334066 | Grants |
| Revenue | 115120571 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Total Program Service Expense | 194626855 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | true | 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 | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | 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 | true | 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 | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 3704 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 3294 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| 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 |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | 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 | false | 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 | MA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SUSAN HOGAN | NamePerson |
| Telephone Number | 4135974204 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 67 | AddressLine1 |
| City | WILLIAMSTOWN | City |
| State | MA | State |
| ZIP Code | 01267 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (38 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| GREGORY M AVIS | |||||||||
| TRUSTEE, CHAIR | 6.0 | X | 0 | 0 | |||||
| BARBARA A AUSTELL | |||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | |||||
| THOMAS M BALDERSTON | |||||||||
| TRUSTEE | 4.0 | X | |||||||
| PATRICK F BASSETT | |||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | |||||
| ERIC L COCHRAN | |||||||||
| TRUSTEE | 4.0 | X | |||||||
| MICHAEL R EISENSON | |||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | |||||
| O ANDREAS HALVORSEN | |||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | |||||
| YVONNE HAO | |||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | |||||
| STEPHEN HARTY | |||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | |||||
| JOEY SHAISTA HORN | |||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | |||||
| JONATHAN A KRAFT | |||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | |||||
| GLENN D LOWRY | |||||||||
| TRUSTEE | 4.0 | X | |||||||
| ROBIN POWELL MANDJES | |||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | |||||
| FRED NATHAN JR | |||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | |||||
| KATHERINE L QUEENEY | |||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | |||||
| LIZ ROBINSON | |||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | |||||
| ROBERT G SCOTT | |||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | |||||
| WILLIAM E SIMON JR | |||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | |||||
| A CLAYTON SPENCER | |||||||||
| TRUSTEE UNTIL 4/30/12 | 4.0 | X | 0 | 0 | |||||
| LAURIE J THOMSEN | |||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | |||||
| SARAH KEOHANE WILLIAMSON | |||||||||
| TRUSTEE | 4.0 | X | 0 | 0 | |||||
| ADAM FALK | |||||||||
| PRESIDENT | 40.0 | X | 0 | 103206 | X | 459826 | |||
| COLLETTE CHILTON | |||||||||
| CHIEF INVESTMENT OFFICER | 40.0 | 0 | 208873 | X | 669709 | ||||
| KELI A KAEGI | |||||||||
| SECRETARY OF THE COLLEGE | 40.0 | 0 | 33887 | X | 132473 | ||||
| STEPHEN P KLASS | |||||||||
| VP FOR CAMPUS LIFE | 40.0 | 0 | 44724 | X | 284847 | ||||
| JOHN MALCOLM | |||||||||
| VP FOR COLLEGE RELATIONS | 40.0 | 0 | 19453 | X | 226890 | ||||
| FREDERICK PUDDESTER | |||||||||
| VP FOR FINANCE & ADMIN | 40.0 | 38886 | X | 149759 | |||||
| MICHAEL E REED | |||||||||
| VP FOR STRATEGIC PLANNING | 40.0 | 56828 | X | 227714 | |||||
| SARAH BOLTON | |||||||||
| DEAN OF THE COLLEGE | 40.0 | 40437 | 187602 | X | |||||
| WILLIAM DUDLEY | |||||||||
| PROVOST, PROF OF PHILOSOPHY | 40.0 | 34910 | 140180 | X | |||||
| PETER MURPHY | |||||||||
| DEAN OF THE FACULTY | 40.0 | 57755 | 155141 | X | |||||
| HOK JOENG | |||||||||
| INVESTMENT OFFICER | 40.0 | 81189 | 286576 | X | |||||
| DANIEL LYNCH | |||||||||
| PROFESSOR OF BIOLOGY | 40.0 | 31249 | 277792 | X | |||||
| NANCY ROSEMAN | |||||||||
| PROFESSOR OF BIOLOGY | 40.0 | 37089 | 194505 | X | |||||
| MARTHA TETRAULT | |||||||||
| DIRECTOR OF HUMAN RESOURCES | 40.0 | 33623 | 225177 | X | |||||
| BRADFORD B WAKEMAN | |||||||||
| DIRECTOR OF INVMT OPERATIONS | 40.0 | 109873 | 339903 | X | |||||
| WILLIAM J LENHART | |||||||||
| FORMER OFFICER | 40.0 | 39996 | 178925 | X | |||||
| WILLIAM G WAGNER | |||||||||
| FORMER KEY EMPLOYEE | 40.0 | 41951 | 193125 | X | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4330144 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1013929 | TotalOtherCompensation |
| Number Individuals GT100 K | 201 | NumberIndividualsGT100K |
| Formers Listed | true | 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 |
|---|---|---|---|---|---|
| BARR AND BARR INC | |||||
| 260 COCHITUATE ROAD 2ND FLOOR | FRAMINGHAM | MA | 01701 | CONSTRUCTION | 996211 |
| CONSIGLI CONSTRUCTION CO INC | |||||
| 72 SUMMER STREET | MILFORD | MA | 01757 | CONSTRUCTION | 15027267 |
| Salco Construction Co INC | |||||
| 77 Fourth Street | PITTSFIELD | MA | 01201 | construction | 1786560 |
| Giglotti Electric INC | |||||
| PO Box 553 | PITTSFIELD | MA | 01202 | construction | 1397628 |
| Bohlin Cywinski Jackson | |||||
| 8 West Market Street | WILKESBARRE | PA | 18701 | construction | 960091 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 58 | NumberOfContractorsGT100K |
| Government Grants | 2780284 | GovernmentGrants |
| All Other Contributions | 49914024 | AllOtherContributions |
| Noncash Contributions | 11767744 | NoncashContributions |
| Total Contributions | 52694308 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| TUITION, FEES, ROOM AND BOARD | 900099 | 110188820 | 110188820 | ||
| AUXILIARY REVENUE | 721110 | 4127877 | 829962 | $3,297,915 | |
| OTHER PROGRAM REVENUE | 900099 | 803874 | 803874 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 115120571 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2507437 | TotalRevenueColumn |
| Unrelated Business Revenue | -1791889 | UnrelatedBusinessRevenue |
| Exclusion | $4,299,326 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3892 | TotalRevenueColumn |
| Exclusion | $3,892 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1715217 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1715217 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1715217 | TotalRevenueColumn |
| Exclusion | $1,715,217 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 85153958 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 85153958 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 85153958 | TotalRevenueColumn |
| Exclusion | $85,153,958 | 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 |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 713940 | BusinessCode |
| Total Revenue Column | 90630 | TotalRevenueColumn |
| Unrelated Business Revenue | 90630 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 90630 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 257286013 | TotalRevenueColumn |
| Related Or Exempt Function Income | 110992694 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -871297 | UnrelatedBusinessRevenue |
| Exclusion | $94,470,308 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 262089 | Total |
| Program Services | 262089 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44071977 | Total |
| Program Services | 44071977 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 2738516 | Total |
| Program Services | 794410 | ProgramServices |
| Management And General | 1282128 | ManagementAndGeneral |
| Fundraising | 661979 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55386 | Total |
| Management And General | 55386 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77097847 | Total |
| Program Services | 66766067 | ProgramServices |
| Management And General | 7906102 | ManagementAndGeneral |
| Fundraising | 2425677 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7010788 | Total |
| Program Services | 5658952 | ProgramServices |
| Management And General | 1144163 | ManagementAndGeneral |
| Fundraising | 207673 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17445114 | Total |
| Program Services | 14325616 | ProgramServices |
| Management And General | 2698680 | ManagementAndGeneral |
| Fundraising | 420819 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5636445 | Total |
| Program Services | 4549613 | ProgramServices |
| Management And General | 919870 | ManagementAndGeneral |
| Fundraising | 166962 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 280221 | Total |
| Program Services | 15816 | ProgramServices |
| Management And General | 264405 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 279796 | Total |
| Program Services | 4317 | ProgramServices |
| Management And General | 275479 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12165577 | Total |
| Program Services | 8183739 | ProgramServices |
| Management And General | 3443249 | ManagementAndGeneral |
| Fundraising | 538589 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162299 | Total |
| Program Services | 115948 | ProgramServices |
| Management And General | 40203 | ManagementAndGeneral |
| Fundraising | 6148 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7045870 | Total |
| Program Services | 6525118 | ProgramServices |
| Management And General | 432081 | ManagementAndGeneral |
| Fundraising | 88671 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2941417 | Total |
| Program Services | 2919273 | ProgramServices |
| Management And General | 10242 | ManagementAndGeneral |
| Fundraising | 11902 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4467969 | Total |
| Program Services | 3773182 | ProgramServices |
| Management And General | 429612 | ManagementAndGeneral |
| Fundraising | 265175 | 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 | 149441 | Total |
| Program Services | 119057 | ProgramServices |
| Management And General | 21674 | ManagementAndGeneral |
| Fundraising | 8710 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8365813 | Total |
| Program Services | 6752698 | ProgramServices |
| Management And General | 1365304 | ManagementAndGeneral |
| Fundraising | 247811 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19604914 | Total |
| Program Services | 15824650 | ProgramServices |
| Management And General | 3199529 | ManagementAndGeneral |
| Fundraising | 580735 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 980655 | Total |
| Program Services | 312271 | ProgramServices |
| Management And General | 655238 | ManagementAndGeneral |
| Fundraising | 13145 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FELLOWSHIPS, STUDENT AWARDS | 2847758 | 2847758 | ||
| EQUIPMENT RENTAL AND MAINTANCE | 7670890 | 6168173 | 1475070 | 27647 |
| UTILITIES | 5132709 | 4636131 | 343887 | 152691 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 226413491 | Total |
| Program Services | 194626855 | ProgramServices |
| Management And General | 25962302 | ManagementAndGeneral |
| Fundraising | 5824334 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14747026 | BOY |
| EOY | 13024791 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32317907 | BOY |
| EOY | 58182426 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61523003 | BOY |
| EOY | 66567415 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 755384 | BOY |
| EOY | 801703 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161593 | BOY |
| EOY | 266364 | 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 | 16479992 | BOY |
| EOY | 15043118 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 422099 | BOY |
| EOY | 400370 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5903117 | BOY |
| EOY | 9942264 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 634646001 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 261564685 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 362041889 | BOY |
| EOY | 373081316 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 519303658 | BOY |
| EOY | 418698199 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1298802787 | BOY |
| EOY | 1379768771 | 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 | 61569505 | BOY |
| EOY | 26126661 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2374027960 | BOY |
| EOY | 2361903398 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39422807 | BOY |
| EOY | 49396790 | 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 | 3643795 | BOY |
| EOY | 3303248 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300301843 | BOY |
| EOY | 294735441 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52182894 | BOY |
| EOY | 52256225 | 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 | 0 | 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 | 3417776 | BOY |
| EOY | 3361296 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 398969115 | BOY |
| EOY | 403053000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 323426872 | BOY |
| EOY | 296982181 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1146489478 | BOY |
| EOY | 1127452096 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 505142495 | BOY |
| EOY | 534416121 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1975058845 | BOY |
| EOY | 1958850398 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2374027960 | BOY |
| EOY | 2361903398 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 30872522 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -47080969 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $23,146 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 23146 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOBBYING ACTIVITY EXPLANATION | Identifier |
| Return Reference | SCHEDULE C, PART II-B, LINE 1I | ReturnReference |
| Explanation | 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. | Explanation |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 738550 | RevenuesIncluded |
| Assets In Part X | 36748122 | 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 |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1742016968 | BeginningOfYearBalance |
| Contributions | 17712878 | Contributions |
| Investment Earnings Or Losses | 53538731 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 14592522 | GrantsOrScholarships |
| Other Expenditures | 77222791 | OtherExpenditures |
| Administrative Expenses | 5419727 | AdministrativeExpenses |
| End Of Year Balance | 1716033537 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1456675029 | BeginningOfYearBalance |
| Contributions | 24762586 | Contributions |
| Investment Earnings Or Losses | 292928636 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 13178824 | GrantsOrScholarships |
| Other Expenditures | 14107392 | OtherExpenditures |
| Administrative Expenses | 5063067 | AdministrativeExpenses |
| End Of Year Balance | 1742016968 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1356383537 | BeginningOfYearBalance |
| Contributions | 7662899 | Contributions |
| Investment Earnings Or Losses | 158826639 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 11848782 | GrantsOrScholarships |
| Other Expenditures | 49030707 | OtherExpenditures |
| Administrative Expenses | 5318557 | AdministrativeExpenses |
| End Of Year Balance | 1456675029 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1741168587 | BeginningOfYearBalance |
| Contributions | 14722390 | Contributions |
| Investment Earnings Or Losses | -320754718 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 15677010 | GrantsOrScholarships |
| Other Expenditures | 53911305 | OtherExpenditures |
| Administrative Expenses | 9164407 | AdministrativeExpenses |
| End Of Year Balance | 1356383537 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.11430 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.27290 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.61280 | 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 | 44482453 | OtherCostOrOtherBasis |
| Book Value | 44482453 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 464585875 | OtherCostOrOtherBasis |
| Depreciation | 212880839 | Depreciation |
| Book Value | 251705036 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 63094251 | OtherCostOrOtherBasis |
| Depreciation | 33976394 | Depreciation |
| Book Value | 29117857 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 62483422 | OtherCostOrOtherBasis |
| Depreciation | 14707452 | Depreciation |
| Book Value | 47775970 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 373081316 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (10 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| REAL ASSET COMMINGLED FUNDS | 39680550 | F |
| REAL ESTATE PARTNERSHIPS | 98053088 | F |
| REAL ESTATE MUTUAL FUNDS | 1204358 | F |
| PRIVATE EQUITY PARTNERSHIPS | 342983660 | F |
| PRIVATE FIXED INCOME FUNDS | 80310354 | F |
| REAL ASSET PARTNERSHIPS | 48128938 | F |
| EQUITY HEDGE FUNDS | 427336549 | F |
| ABSOLUTE RETURN HEDGE FUNDS | 294605643 | F |
| REAL ASSET HEDGE FUNDS | 46787564 | F |
| REAL ASSETS ART | 678067 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1379768771 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | US GOV'T ADVANCES FOR STUDENTS | Description |
| Amount | $3,361,296 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3361296 | TotalOfAmounts |
| Total Revenue | 257286013 | TotalRevenue |
| Total Expenses | 226413491 | TotalExpenses |
| Excess Or Deficit For Year | 30872522 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -37300025 | NetUnrealizedGLOnInvestments |
| Other | -$9,780,944 | OtherAmount |
| Total Adjustments | -47080969 | TotalAdjustments |
| Excess Or Deficit Per FS | -16208447 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 166133067 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -37300025 | NetUnrealizedGainsInvestments |
| Other Revenues | -53852921 | OtherRevenues |
| Revenue Not Rptd F990 | -91152946 | RevenueNotRptdF990 |
| Revenue Subtotal | 257286013 | RevenueSubtotal |
| Total Revenue Per Form990 | 257286013 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 182341514 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 182341514 | ExpensesSubtotal |
| Other Expenses Not Included | 44071977 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 44071977 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 226413491 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990, SCHEDULE D, PART III, LINE 1A | Identifier |
| Return Reference | THE COLLEGE'S ART AND RARE BOOK COLLECTIONS ARE RECORDED AT COST OR | ReturnReference |
| Explanation | 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. USE OF ENDOWMENT FUNDS 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 PUPOSES INCLUDE SCHOLARSHIPS FOR STUDENTS, FACILITIES UPKEEP, RESEARCH, FACULTY COMPENSATION AND OTHER ACADEMIC AND STUDENT OPERATIONS. FORM 990, SCHEDULE D, PART X, LINE 2 WILLIAMS DID NOT REPORT A FIN 48 LIABILITY. FORM 990, SCHEDULE D, PART XI, LINE 8 ACTUARIAL CHANGES AND PAYMENTS OF ANNUITIES $(2,302,679) LOSS ON DISPOSITION OF FIXED ASSETS $(3,823,869) LOSS ON FINANCIAL CONTRACTS $(3,654,396) TOTAL $(9,780,944) FORM 990, SCHEDULE D, PART XII, LINE 2D FINANCIAL AID $(44,071,977) LOSS ON DISPOSITION OF FIXED ASSETS $(3,823,869) ACTUARIAL CHANGES AND PAYMENTS OF ANNUITIES $(2,302,679) LOSS ON FINANCIAL CONTRACTS $(3,654,396) TOTAL $(53,852,921) FORM 990, SCHEDULE D, PART XIII, LINE 4B FINANCIAL AID $44,071,977 | Explanation |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990, SCHEDULE E, LINE 3 | Identifier |
| Explanation | WILLIAMS COLLEGE COURSE CATALOG/BULLETIN. FORM 990, SCHEDULE E, LINE 6A RECEIPT OF FEDERAL FINANCIAL AID 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. | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (6 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 1 | 1 | Program Services | ONE YEAR ACADEMIC PROG | 832961 |
| East Asia and the Pacific | Program Services | STUDY ABROAD | 36883 | ||
| Europe (Including Iceland and Greenland) | Program Services | 173816 | |||
| Central America and the Caribbean | Investments | 604926800 | |||
| Europe (Including Iceland and Greenland) | Investments | 86407160 | |||
| Sub-Saharan Africa | Investments | 2993694 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 1 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 695371314 | SubtotalAmountSpent |
| Total Amount Spent | 695371314 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | FELLOWSHIP | TypeOfAssistance |
| Region | Europe/Iceland/Greenland | Region |
| 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 | SCHEDULE F, PART I, COLUMN (F) | Identifier |
| Return Reference | ALL EXPENSES OF OUR PROGRAM IN OXFORD ARE RECORDED AS EXPENSES IN THE | ReturnReference |
| Explanation | FINANCIAL STATEMENTS OF THE COLLEGE. 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. 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. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| NORTHERN BERKSHIRE UNITED WAY INC | |||||||
| P | NORTH ADAMS | MA | 01247 | 042104785 | 501 (C) 3 | 5287 | PROGRAM SUPPORT |
| VILLAGE AMBULANCE SERVICE INC | |||||||
| 30 WATER STREET | WILLIAMSTOWN | MA | 01267 | 042756911 | 501(C)3 | 21000 | MEDICAL SERVICES |
| WILLIAMSTOWN COMMUNITY CHEST | |||||||
| PO BOX 204 | WILLIAMSTOWN | MA | 01267 | 046044550 | 501 (C) 3 | 30205 | CHARITABLE CONTRIBUTION |
| IMAGES CINEMA | |||||||
| 50 SPRING STREET | WILLIAMSTOWN | MA | 01267 | 043407257 | 501 (C) (3) | 47500 | FILM EXHIBITION |
| MT GREYLOCK REGIONAL HIGH SCHOOL | |||||||
| 1781 COLD SPRING ROAD | WILLIAMSTOWN | MA | 01267 | 046006483 | 83097 | COMMUNITY SUPPORT | |
| MASS MUSEUM OF CONTEMP ART | |||||||
| 1040 MASS MOCA WAY | NORTH ADAMS | MA | 01247 | 043113688 | 501 (C) 3 | 50000 | PROGRAM SUPPORT |
| 1 Berkshires Alliance | |||||||
| 66 Allen Street | Pittsfield | MA | 01201 | 273148082 | 501 (c) 6 | 25000 | Economic Development |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 5 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 2 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID - SCHOLARSHIPS TO STUDENTS | TypeOfGrant |
| Number Of Recipients | 1148 | NumberOfRecipients |
| Amount Of Cash Grant | 44071977 | AmountOfCashGrant |
| Method Of Valuation | BOOK | MethodOfValuation |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GRANTS - EXPLANATION | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | FINANCIAL AID IS AWARDED BY FINANCIAL AID PROFESSIONALS IN ACCORDANCE WITH COLLEGE POLICIES. SCHEDULE I, PART III CASH GRANTS ARE CREDITS TO STUDENT ACCOUNTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | 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 | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (17 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | 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 Related OrgsCompReportPrior990RelatedOrgs | Bonus Filing OrgBonusFilingOrg | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADAM FALK | |||||||||||||
| 409168 | 0 | 0 | 50658 | 0 | 27746 | 0 | 75460 | 0 | 563032 | 0 | 0 | ||
| COLLETTE CHILTON | |||||||||||||
| 383572 | 0 | 0 | 41131 | 0 | 187746 | 0 | 21127 | 0 | 878582 | 0 | 0 | 245006 | 85006 |
| KELI A KAEGI | |||||||||||||
| 128978 | 0 | 0 | 3495 | 0 | 14489 | 0 | 19398 | 0 | 166360 | 0 | 0 | ||
| STEPHEN P KLASS | |||||||||||||
| 283283 | 0 | 0 | 1564 | 0 | 27746 | 0 | 16978 | 0 | 329571 | 0 | 0 | ||
| JOHN MALCOLM | |||||||||||||
| 226890 | 0 | 0 | 0 | 12183 | 0 | 7270 | 0 | 246343 | 0 | 0 | |||
| FREDERICK PUDDESTER | |||||||||||||
| 149759 | 13623 | 25263 | 188645 | ||||||||||
| MICHAEL E REED | |||||||||||||
| 227566 | 148 | 26407 | 30421 | 284542 | |||||||||
| SARAH BOLTON | |||||||||||||
| 187602 | 21310 | 19127 | 228039 | ||||||||||
| WILLIAM DUDLEY | |||||||||||||
| 140180 | 15783 | 19127 | 175090 | ||||||||||
| PETER MURPHY | |||||||||||||
| 155136 | 5 | 17596 | 40159 | 212896 | |||||||||
| HOK JOENG | |||||||||||||
| 225314 | 21 | 62741 | 18448 | 367765 | 61241 | 24521 | |||||||
| DANIEL LYNCH | |||||||||||||
| 120054 | 157738 | 13251 | 17998 | 309041 | |||||||||
| NANCY ROSEMAN | |||||||||||||
| 185795 | 8710 | 19827 | 17262 | 231594 | |||||||||
| MARTHA TETRAULT | |||||||||||||
| 139843 | 85334 | 15625 | 17998 | 258800 | |||||||||
| BRADFORD B WAKEMAN | |||||||||||||
| 250635 | 931 | 88946 | 20927 | 449776 | 88337 | 27137 | |||||||
| WILLIAM J LENHART | |||||||||||||
| 178904 | 21 | 20454 | 19542 | 218921 | |||||||||
| WILLIAM G WAGNER | |||||||||||||
| 193104 | 21 | 22224 | 19727 | 235076 | |||||||||
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | BENEFITS | Identifier |
| Return Reference | Schedule J, Part I, Line 1A | ReturnReference |
| Explanation | HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: PRESIDENT FALK WAS REQUIRED TO LIVE ON CAMPUS AS A CONDITION OF HIS EMPLOYMENT AND FOR THE CONVENIENCE OF WILLIAMS. WILLIAMS PROVIDES HOUSING FOR EMPLOYEES WHEN THERE IS A REQUIREMENT TO LIVE IN COLLEGE HOUSING. WILLIAMS HAS INCLUDED AS NONTAXABLE COMPENSATION IN COLUMN D THE ESTIMATED RENTAL VALUE OF THE PRIVATE AREAS OF THE RESIDENCE. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: WILLIAMS PAID DUES FOR A GOLF COURSE MEMBERSHIP FOR PRESIDENT FALK. THE AMOUNTS WERE REPORTED AS TAXABLE COMPENSATION. PERSONAL SERVICES: PRESIDENT FALK RECEIVED CERTAIN PERSONAL SERVICES PROVIDED AT HIS HOUSE. SUCH SERVICES THAT WERE NOT BUSINESS RELATED WERE REPORTED AS TAXABLE COMPENSATION. SCHEDULE J, PART I, LINE 4B AND LINE 7 MEMBERS OF THE INVESTMENT OFFICE STAFF ARE ELIGIBLE TO RECEIVE AN ANNUAL BONUS UP TO CERTAIN PERCENTAGE OF THIER 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. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| MASS HEALTH & EDU FACILITIES AUTHORITY SERIES L | |||||||
| 042456011 | 57586CQS7 | 2007-01-04 | 76536465 | CONSTRC AND 1999 ADV. REFUNDING | false | false | false |
| MASS HEALTH & EDU FACILITIES AUTHORITY SERIES N&O | |||||||
| 043431814 | 57583UAA6 | 2011-03-24 | 92077256 | CONSTR AND 2007 CURRENT REFUNDING | false | false | false |
| MASS HEALTH & EDU FACILITIES AUTHORITY SERIES J&K | |||||||
| 042456011 | 57586CPX7 | 2006-04-03 | 73396573 | 1996 & 2003 CURRENT REFUNDING | false | false | false |
| MASS HEALTH & EDU FACILITIES AUTHORITY SERIES H&I | |||||||
| 042456011 | 57585KW79 | 2003-04-02 | 115049757 | CONSTRC AND 1993 CURRENT REFUNDING | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 985685 | 0 | 76536465 | 0 | 0 | 0 | 518260 | 0 | 0 | 66333146 | 9685059 | 0 | 2008 | false | true | true | true |
| 119470 | 0 | 92077256 | 0 | 0 | 0 | 661056 | 0 | 0 | 29107682 | 41250000 | 21058518 | true | false | false | ||
| 5605197 | 0 | 73396573 | 0 | 0 | 0 | 556293 | 0 | 0 | 0 | 72840280 | 0 | 2006 | true | false | true | true |
| 55614258 | 0 | 115049757 | 0 | 0 | 0 | 644884 | 0 | 0 | 100699405 | 13705468 | 0 | 2005 | false | true | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| false | false | false | false | 0 | 0.01684 | 0.01684 | true |
| false | false | false | false | 0 | 0.01037 | 0.01037 | true |
| false | false | false | false | 0 | 0.00972 | 0.00972 | true |
| false | false | false | false | 0 | 0.01924 | 0.01924 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||||
| false | false | false | true | RBC Capital | 2. | true | false | true | |||
| 0 | |||||||||||
| false | true | false | false | 0 | false | true | |||||
| MORGAN STANLEY | |||||||||||
| false | true | true | false | 0 | false | true | 20. | false | false | ||
| 0 | |||||||||||
| false | false | false | true | TRINITY | 3.25 | true | false | true | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Schedule L IRS990ScheduleL
Loan Table LoanTable (6 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| KELI KAEGI | ||||||
| MORTGAGE ON PRIM RES | X | $70,000 | 33208 | false | true | true |
| STEPHEN KLASS | ||||||
| MORTGAGE ON PRIM RES | X | $100,000 | 83913 | false | true | true |
| JOHN MALCOLM | ||||||
| MORTGAGE ON PRIM RES | X | $40,000 | 40000 | false | true | true |
| SARAH BOLTON | ||||||
| MORTGAGE ON PRIM RES | X | $80,232 | 71116 | false | true | true |
| NANCY ROSEMAN | ||||||
| MORTGAGE ON PRIM RES | X | $64,907 | 22832 | false | true | true |
| WILLIAM LENHART | ||||||
| MORTGAGE ON PRIM RES | X | $56,563 | 15295 | false | true | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 266364 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Ari Solomon | |||
| spouse of a key employee | 12240 | Visiting Asst Professor | false |
| stephanie boyd | |||
| spouse of an officer | 55386 | williams college employee | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 733000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISALS | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 278 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 10469244 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 560000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISALS | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | BOOKS | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 5550 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 7 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | schedule m, part I, column B | Identifier |
| Return Reference | In column B, the college is reporting the number of contributions. | ReturnReference |
| Explanation | ARRANGEMENTS WITH THIRD PARTIES OR RELATED ORGANIZATIONS. SCHEDULE M, PART I, LINE 32B WILLIAMS COLLEGE GENERALLY USES A BROKER/AGENT TO FACILITATE THE SALE OF REAL PROPERTY. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MISSION STATEMENT | FORM 990, PART I, LINE 1 AND PART III, LINES 1 AND 4A | WILLIAMS COLLEGE (THE "COLLEGE" OR "WILLIAMS") IS A PRIVATE, NON-PROFIT, NON-SECTARIAN INSTITUTION OF HIGHER EDUCATION COMMITTED TO THE LIBERAL ARTS EDUCATION OF YOUNG MEN AND WOMEN. IT IS LOCATED IN WILLIAMSTOWN, MASSACHUSETTS, ON A CAMPUS OF APPROXIMATELY 450 ACRES. THE COLLEGE WAS FOUNDED IN 1793 AS A COLLEGE "FOR THE PURPOSE OF EDUCATING YOUTH." THE COLLEGE BECAME CO-EDUCATIONAL IN 1971. TODAY, 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. CHANGES TO GOVERNING DOCUMENTS FORM 990, PART VI, LINE 4 THE BOARD OF TRUSTEES ADOPTED AMENDMENTS TO THE CORPORATE BYLAWS THAT: 1) CLARIFIED THE PROVISIONS FOR THE MAXIMUM NUMBER AND LENGTH OF TRUSTEE TERMS, INCLUDING THE TERM OF THE CHAIR OF THE BOARD, 2) REVISED THE PROVISIONS FOR TRUSTEES EMERITI, 3) INCREASED THE VOTING REQUIREMENT FOR AMENDMENTS TO THE BYLAWS FROM TWO-THIRDS TO THREE-FOURTHS, AND 4) MODIFIED VARIOUS PROVISIONS TO MODERNIZE THE LANGUAGE, CONFORM TO CURRENT BOARD PRACTICES AND ELIMINATE AMBIGUITIES. REVIEW PROCESS 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 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 FILE A CONFLICT OF INTEREST DISCLOSURE ANNUALLY. THE DISCLOSURE FORMS ARE REVIEWED BY THE CHAIR OF THE AUDIT COMMITTEE. EMPLOYEES ARE REQUIRED TO FILE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. DISCLOSURES ARE REVIEWED BY DEPARTMENT HEADS AND SENIOR STAFF. TRUSTEES AND EMPLOYEES ARE EXPECTED TO REPORT ANY MID-YEAR CHANGES TO THE PRESIDENT'S OFFICE AND THIER SUPERVISOR RESPECTIVELY. WHERE A CONFLICT OF INTEREST IS KNOWN, THE TRUSTEE RECUSES HIM/HER SELF FROM THE DECISION. DOCUMENT RETENTION POLICY FORM 990, PART VI, SECTION B, LINE 14 WILLIAMS COLLEGE DOES NOT HAVE ON OVERARCHING DOCUMENT RETENTION POLICY. EACH DEPARTMENT HAS A DOCUMENT RETENTION AND DESTRUCTION POLICY THAT IS APPLICABLE TO THE NATURE OF THE INFORMATION THAT THEY COLLECT. 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. GOVERNING DOCUMENTS FORM 990, PART VI, SECTION C, LINE 19 WILLIAMS COLLEGE FINANCIAL STATEMENTS ARE POSTED ON THE COLLEGE WEBSITE. CONFLICT OF INTEREST STATEMENTS AND GOVERNING DOCUMENTS ARE ON FILE IN THE PRESIDENT'S OFFICE AND ARE NOT PUBLIC. RECONCILIATION OF NET ASSETS FORM 990, PART XI, LINE 5 UNREALIZED GAIN ON INVESTMENTS $(37,300,025) ACTUARIAL CHANGES AND PAYMENTS OF ANNUITIES $(2,302,679) LOSS ON DISPOSITION OF FIXED ASSETS $(3,823,869) LOSS ON FINANCIAL CONTRACTS $(3,654,396) TOTAL $(47,080,969) |
| Governing Body Authority | 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STERLING & FRANCINE CLARK ART INSTITUTE | |||||||||||
| 225 south street | WILLIAMSTOWN | MA | 01267 | 042163004 | ART MUSEUM | MA | 501(C)(3) | 11A | WILLIAMS | true | |
| ASSOCIATED KYOTO PROGRAM INC | |||||||||||
| college hall rm 204 | northampton | MA | 01063 | 042996114 | EDUCATION | MA | 501(C)(3) | 11D | NA | false | |
| WILLIAMS COLLEGE LAND FOUNDATION | |||||||||||
| 880 main street | WILLIAMSTOWN | MA | 01267 | 043158500 | RE HOLDING | MA | 501(C)(3) | N/A | NA | false | |
| WILLIAMS COLLEGE OXFORD PROGRAM | |||||||||||
| EDUCATION | 501 (C) (3) | n/a | WILLIAMS | true | UK | ||||||
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|
| CHARITABLE REMAINDER TRUSTS (54) | |||
| FUNDRAISING | MA | NA | TRUST |
| POOLED INCOME FUNDS (3) | |||
| FUNDRAISING | MA | NA | TRUST |
| PERPETUAL TRUSTS (5) | |||
| FUNDRAISING | MA | NA | TRUST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | 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 |
| 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 | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| sterling & francine clark art institute | ||
| O | 48181 | CASH |
| WILLIAMS COLLEGE OXFORD PROGRAM | ||
| O | 707969 | CASH |