TRUSTEES OF HAMILTON COLLEGE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF HAMILTON COLLEGE (EIN 15-0532200)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-30
- IRS object ID
- 201210959349300431
- Schema version
- 2010v3.4
- 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 | 2012-03-30T10:08:32-07:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 150532200 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTEES OF HAMILTON COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TRUS | NameControl |
| Phone | 3158594315 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 198 College Hill Rd | AddressLine1 |
| City | Clinton | City |
| State | NY | State |
| ZIP Code | 13323 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Karen Leach | Name |
| Title | VP, Administration & Finance | Title |
| Phone | 3158594313 | Phone |
| Date Signed | 2012-03-30 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Karen L Leach | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 198 College Hill Road | AddressLine1 |
| City | Clinton | City |
| State | NY | State |
| ZIP Code | 13323 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 477597431 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.hamilton.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1812 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | See Part III | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 34 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 33 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2265 | TotalNbrEmployees |
| Total Nbr Volunteers | 1300 | TotalNbrVolunteers |
| Total Gross UBI | 1925834 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 27477205 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 56817797 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 98190984 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 99765770 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 13029478 | InvestmentIncomePriorYear |
| Investment Income Current Year | 58429947 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 99758 | OtherRevenuePriorYear |
| Other Revenue Current Year | 165655 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 138797425 | TotalRevenuePriorYear |
| Total Revenue Current Year | 215179169 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 24338699 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 26032955 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 59276600 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 61566740 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 6034991 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 54408561 | OtherExpensePriorYear |
| Other Expenses Current Year | 58616289 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 138023860 | TotalExpensesPriorYear |
| Total Expenses Current Year | 146215984 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 773565 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 68963185 | RevenuesLessExpensesCY |
| Total Assets BOY | 914998172 | TotalAssetsBOY |
| Total Assets EOY | 1057273897 | TotalAssetsEOY |
| Total Liabilities BOY | 186032350 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 185409979 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 728965822 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 871863918 | NetAssetsOrFundBalancesEOY |
| Mission Description | A liberal arts college founded in 1793, Hamilton College has an enrollment of approximately 1812 students, representing 49 states and 37 countries, and offers 50 majors in the liberal arts, science and mathematics. Hamilton also offers pre-professional/cooperative programs in Business, Education, Engineering, Law, and Medicine and the opportunity to study abroad in numerous foreign destinations. The College's open curriculum gives students the freedom to shape their own liberal arts education within a research and writing-intensive framework. The College also hosts athletic programs affiliated with NCAA Division III, and includes competitive varsity teams in 16 different sports, in addition to many club and intramural sports offerings. Approximately 80 student clubs and organizations in a variety of interests and disciplines help to further enrich student development. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 121278325 | Expense |
| Grants | 26032955 | Grants |
| Revenue | 99184738 | Revenue |
| Description | Providing a liberal arts education to approximately 1812 undergraduate students, Hamilton College is committed to its tradition of being a school of opportunity and provides financial aid packages to approximately 50% of its students. The College employs 184 full-time professors, 94% of whom hold the highest obtainable degree in their field. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 713636 | Expense |
| Grants | 0 | Grants |
| Revenue | 581032 | Revenue |
| Description | Summer recreation programs to provide opportunities for children and students to participate in team and individual sports and develop character and sportsmanship. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 121991961 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 561 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2265 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | FR | NameOfForeignCountry |
| Name Of Foreign Country | CH | NameOfForeignCountry |
| Name Of Foreign Country | SP | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 34 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 33 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hamilton College Business Office | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3158594313 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 198 College Hill Rd | AddressLine1 |
| City | Clinton | City |
| State | NY | State |
| ZIP Code | 13323 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (45 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| George Baker | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Henry Bedford | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Richard Bernstein | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| David Blood | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Julia Cowles | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Robert Delaney | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| John Emmons | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Amy Goodfriend | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Jennifer Murphy Hill | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Gregory Hoogkamp | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Joel Johnson | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Linda Johnson | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| A G Lafley | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Jack Levy | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Philip Lewis | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| George Little | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Arthur Massolo | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Amy Merin | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Torrence Moore | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Robert Morris | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Daniel Nye | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Ronald Pressman | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Imad Qasim | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| John Rice | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Gregory Robitaille | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Nancy Roob | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Stephen Sadove | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| A Barrett Seaman | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Susan Skerritt | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| David Solomon | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Thomas Tull | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Jack Withiam | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Jaime Yordan | ||||||||
| Trustee | 1 | X | 0 | 0 | 0 | |||
| Joan H Stewart | ||||||||
| President | 40 | X | 598652 | 0 | 122050 | X | ||
| Karen L Leach | ||||||||
| VP Admin & Finance | 40 | 229620 | 0 | 32621 | X | |||
| Meredith Harper Bonham | ||||||||
| Secretary & Chief of Staff | 40 | 112026 | 0 | 11159 | X | |||
| Richard C Tantillo | ||||||||
| VP Comm & Develop | 40 | 229489 | 0 | 68674 | X | |||
| Monica Inzer | ||||||||
| VP Admissions | 40 | 174796 | 0 | 25728 | X | |||
| David L Smallen | ||||||||
| VP IT Services | 40 | 173210 | 0 | 22652 | X | |||
| Peter Tonetti | ||||||||
| Chief Investment Officer | 40 | 374912 | 0 | 24500 | X | |||
| David C Paris | ||||||||
| Professor Government | 40 | 172981 | 0 | 36803 | X | |||
| Derek Jones | ||||||||
| Professor Ecomonics | 40 | 170959 | 0 | 25697 | X | |||
| Edward Walker | ||||||||
| Professor Government | 40 | 162060 | 0 | 16005 | X | |||
| Hong Gang Jin | ||||||||
| Professor East Asian Languages | 40 | 160996 | 0 | 20314 | X | |||
| Maurice Isserman | ||||||||
| Professor American History | 40 | 149485 | 0 | 44031 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2709186 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 450234 | TotalOtherCompensation |
| Number Individuals GT100 K | 100 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Beebe Construction | |||||
| PO Box 177 | Utica | NY | 13503 | General Contractor | 3000612 |
| Charles A Gaetano Construction Co | |||||
| 258 Genessee St | Utica | NY | 13502 | General Contractor | 1983094 |
| Machado & Silvetti Associates | |||||
| 560 Harrison Ave | Boston | MA | 02118 | Architects | 1424455 |
| Sportsbuilders Inc | |||||
| 4628 Crossroads Park Dr | Liverpool | NY | 13088 | General Contractor | 1007597 |
| Wellington Management Co LLP | |||||
| 75 State Street | Boston | MA | 02109 | Investment Manager | 812924 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 22 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 2104213 | GovernmentGrants |
| All Other Contributions | 54713584 | AllOtherContributions |
| Noncash Contributions | 7261469 | NoncashContributions |
| Total Contributions | 56817797 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Tuition and fees | 611310 | 79473455 | 79473455 | 0 | $0 |
| Room and board | 611310 | 18451939 | 18451939 | 0 | $0 |
| Auxilliary operations | 611310 | 941673 | 941673 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 898703 | TotalRevenueColumn |
| Related Or Exempt Function Income | 898703 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 99765770 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5686562 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1925834 | UnrelatedBusinessRevenue |
| Exclusion | $3,760,728 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 341785 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 176130 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 165655 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 165655 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $165,655 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 314985517 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 261918165 | Securities |
| Other | 323967 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 53067352 | Securities |
| Other | -323967 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 52743385 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $52,743,385 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 215179169 | TotalRevenueColumn |
| Related Or Exempt Function Income | 99765770 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1925834 | UnrelatedBusinessRevenue |
| Exclusion | $56,669,768 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22171337 | Total |
| Program Services | 22171337 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3861618 | Total |
| Program Services | 3861618 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2448083 | Total |
| Program Services | 296140 | ProgramServices |
| Management And General | 1852102 | ManagementAndGeneral |
| Fundraising | 299841 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44574604 | Total |
| Program Services | 38651163 | ProgramServices |
| Management And General | 3144899 | ManagementAndGeneral |
| Fundraising | 2778542 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3894677 | Total |
| Program Services | 3354264 | ProgramServices |
| Management And General | 301794 | ManagementAndGeneral |
| Fundraising | 238619 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7155896 | Total |
| Program Services | 6068955 | ProgramServices |
| Management And General | 647488 | ManagementAndGeneral |
| Fundraising | 439453 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3493480 | Total |
| Program Services | 2909798 | ProgramServices |
| Management And General | 357707 | ManagementAndGeneral |
| Fundraising | 225975 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152492 | Total |
| Management And General | 152492 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187805 | Total |
| Management And General | 187805 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 680 | Total |
| Management And General | 680 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2471546 | Total |
| Management And General | 2471546 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2105403 | Total |
| Program Services | 1004727 | ProgramServices |
| Management And General | 728426 | ManagementAndGeneral |
| Fundraising | 372250 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 298861 | Total |
| Program Services | 287675 | ProgramServices |
| Management And General | 11186 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7780372 | Total |
| Program Services | 6714222 | ProgramServices |
| Management And General | 522999 | ManagementAndGeneral |
| Fundraising | 543151 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1211744 | Total |
| Program Services | 1049204 | ProgramServices |
| Management And General | 162540 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5814237 | Total |
| Program Services | 5651438 | ProgramServices |
| Management And General | 91865 | ManagementAndGeneral |
| Fundraising | 70934 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4018349 | Total |
| Program Services | 3453985 | ProgramServices |
| Management And General | 297642 | ManagementAndGeneral |
| Fundraising | 266722 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 153091 | Total |
| Program Services | 134345 | ProgramServices |
| Management And General | 8690 | ManagementAndGeneral |
| Fundraising | 10056 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6017831 | Total |
| Program Services | 6017831 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13586204 | Total |
| Program Services | 10460366 | ProgramServices |
| Management And General | 3026381 | ManagementAndGeneral |
| Fundraising | 99457 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1032296 | Total |
| Program Services | 12331 | ProgramServices |
| Management And General | 1019965 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Food service costs | 5083798 | 4765999 | 0 | 317799 |
| Small equipment & software | 159760 | 142594 | 17166 | 0 |
| Membership Dues | 130989 | 40771 | 90218 | 0 |
| Annuity payment expense | 3247407 | 3247407 | 0 | 0 |
| Prior period adjustment- interest expense | 1630667 | 1630667 | 0 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3532757 | Total |
| Program Services | 65124 | ProgramServices |
| Management And General | 3095441 | ManagementAndGeneral |
| Fundraising | 372192 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146215984 | Total |
| Program Services | 121991961 | ProgramServices |
| Management And General | 18189032 | ManagementAndGeneral |
| Fundraising | 6034991 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45869965 | BOY |
| EOY | 45835861 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17795936 | BOY |
| EOY | 41056759 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 287252 | BOY |
| EOY | 243613 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16664 | BOY |
| EOY | 12115 | 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 | 3789979 | BOY |
| EOY | 5224009 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 551924 | BOY |
| EOY | 562641 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1085856 | BOY |
| EOY | 1396769 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 358983413 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 135749642 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 223441764 | BOY |
| EOY | 223233771 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 302481618 | BOY |
| EOY | 407291944 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 316134370 | BOY |
| EOY | 328211959 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 275843 | BOY |
| EOY | 1198670 | 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 | 3267001 | BOY |
| EOY | 3005786 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 914998172 | BOY |
| EOY | 1057273897 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4437621 | BOY |
| EOY | 5017223 | 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 | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137349942 | BOY |
| EOY | 135625424 | 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 | 1656567 | BOY |
| EOY | 1821002 | 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 | 42588220 | BOY |
| EOY | 42946330 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 186032350 | BOY |
| EOY | 185409979 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 418964378 | BOY |
| EOY | 184023935 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 132158565 | BOY |
| EOY | 478600280 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 177842879 | BOY |
| EOY | 209239703 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 728965822 | BOY |
| EOY | 871863918 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 914998172 | BOY |
| EOY | 1057273897 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 68963185 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 73934911 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | 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) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $680 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 680 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchC_P2B_S00_L01 | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1 | ReturnReference |
| Explanation | The College pays membership dues to the National Association of Independent Colleges and Universities. Approximately 7% of our annual dues is attributed to lobbying activities. | Explanation |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 106180 | RevenuesIncluded |
| Assets In Part X | 3499954 | AssetsInPartX |
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
Collection Used For Other CollectionUsedForOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used For Other Purposes | X | CollectionUsedForOtherPurposes |
| Description Of Other Purposes | Teaching | DescriptionOfOtherPurposes |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 552767728 | BeginningOfYearBalance |
| Contributions | 14616004 | Contributions |
| Investment Earnings Or Losses | 120443644 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 10775828 | GrantsOrScholarships |
| Other Expenditures | 16499678 | OtherExpenditures |
| Administrative Expenses | 3022956 | AdministrativeExpenses |
| End Of Year Balance | 657528914 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 488817388 | BeginningOfYearBalance |
| Contributions | 5500861 | Contributions |
| Investment Earnings Or Losses | 87676586 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 10558158 | GrantsOrScholarships |
| Other Expenditures | 16284154 | OtherExpenditures |
| Administrative Expenses | 2384795 | AdministrativeExpenses |
| End Of Year Balance | 552767728 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 670321052 | BeginningOfYearBalance |
| Contributions | 6804158 | Contributions |
| Investment Earnings Or Losses | -158604079 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 10408130 | GrantsOrScholarships |
| Other Expenditures | 16607261 | OtherExpenditures |
| Administrative Expenses | 2688352 | AdministrativeExpenses |
| End Of Year Balance | 488817388 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.15 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.84 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.01 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 20286952 | OtherCostOrOtherBasis |
| Book Value | 20286952 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 274277220 | OtherCostOrOtherBasis |
| Depreciation | 97695861 | Depreciation |
| Book Value | 176581359 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 56581651 | OtherCostOrOtherBasis |
| Depreciation | 37949509 | Depreciation |
| Book Value | 18632142 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 7837590 | OtherCostOrOtherBasis |
| Depreciation | 104272 | Depreciation |
| Book Value | 7733318 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 223233771 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Faculty mortgages | 1384912 | F |
| Beneficial interest trusts | 7047642 | F |
| Real Estate | 33522578 | F |
| Energy | 66511262 | F |
| Private equity | 90407086 | F |
| Hedge funds | 129338479 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 328211959 | TotalOfBookValueSecurities |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Deposits with trustees of debt obligations | Description |
| Book Value | 1198670 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 1198670 | TotalOfBookValueProgramRelated |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (7 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Annuity payable | $20,218,235 |
| Liability under securities lending transactions | $7,181,243 |
| Deposits and advances | $5,875,983 |
| Post retirement benefit obligation | $4,928,268 |
| Funds held in trust for others | $1,656,720 |
| Refundable government student loans | $1,545,241 |
| Asset retirement obligation | $1,540,640 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 42946330 | TotalOfAmounts |
| Total Revenue | 215179169 | TotalRevenue |
| Total Expenses | 146215984 | TotalExpenses |
| Excess Or Deficit For Year | 68963185 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 72657337 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $1,277,909 | OtherAmount |
| Total Adjustments | 73935246 | TotalAdjustments |
| Excess Or Deficit Per FS | 142898431 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 286591556 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 72657337 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 1277909 | OtherRevenues |
| Revenue Not Rptd F990 | 73935246 | RevenueNotRptdF990 |
| Revenue Subtotal | 212656310 | RevenueSubtotal |
| Investment Expenses Not Included | 3022956 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -500097 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2522859 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 215179169 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 143693125 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 500097 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 500097 | ExpensesNotRptdF990 |
| Expenses Subtotal | 143193028 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 3022956 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 3022956 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 146215984 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P03_S00_L04 | Schedule D, Part III, Line 4 | While the ultimate purpose of the Gallery is to increase the educational scope and opportunity for appreciation of the fine arts by Hamilton's students, it also seeks to enrich campus cultural life in general, as well as contribute to the cultural enrichment of the surrounding community. The collection includes more than 4,000 works of art, with strengths in American prints and works on paper, British art of the 20th century, ancient vases and glass, and Native American and Pre-Columbian art. |
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | Endowment funds are used largely for scholarships, professorships and other academic programs of the College including support for the library, research activities, and internship support for students. |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | The College recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. Recognized income tax positions are measured at the largest amount that is greater than 50% likely of being realized. Changes in recognition or measurement are reflected in the period in which the change in judgement occurs. |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | Change in value of split interest agreements |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Change in value of split interest agreements |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Rental expenses and loss on disposal of fixed assets. |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Rental expenses and loss on disposal of fixed assets. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchE_P01_S00_L03 | Schedule E, Part I, Line 3 | Our non discrimination policy is printed in our admission viewbook and on our application supplement. Anyone interested in applying to the College receives these materials. |
| SchE_P01_S00_L06 | Schedule E, Part I, Line 6 | The College receives federal funding from the SEOG, Pell, AC, SMART and federal work study programs for scholarship aid to students. We also receive funding from the NYS Higher Education Opportunity Program and NYS Aid to Private Colleges. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (12 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Europe (including Iceland and Greenland) | 2 | 2 | Program Services | Europe (including Iceland and Greenland) Program Services. The College offers students the opportunity to study abroad in France and Spain to provide a rich cultural and academic experience and develop proficiency in a foreign language. Classes are taught and excursions are provided to give students many opportunities to immerse themselves in the language and culture of the country. | 2376660 |
| East Asia and the Pacific | 1 | 2 | Program Services | East Asia and the Pacific Program Services. The College offers an intensive language and culture program in Beijing to develop students' interests in the Chinese language and cultural and educational opportunities of the area. | 838913 |
| Europe (including Iceland and Greenland) | Investments | 6613383 | |||
| Central America and the Caribbean | Investments | 120155210 | |||
| Central America and the Caribbean | Grantmaking | 29478 | |||
| East Asia and the Pacific | Grantmaking | 722211 | |||
| Europe (including Iceland and Greenland) | Grantmaking | 2387718 | |||
| Middle East and North Africa | Grantmaking | 132651 | |||
| North America (including Canada and Mexico, but not the United States) | Grantmaking | 44217 | |||
| South America | Grantmaking | 162129 | |||
| South Asia | Grantmaking | 117912 | |||
| Sub-Saharan Africa | Grantmaking | 265302 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 3 | TotalNumberOfOffices |
| Total Number Of Employees | 4 | TotalNumberOfEmployees |
| Total Amount Spent | 133845784 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (8 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|---|
| Scholarship aid | Central America and the Caribbean | 2 | 29478 |
| Scholarship aid | East Asia and the Pacific | 48 | 722211 |
| Scholarship aid | Europe (including Iceland and Greenland) | 137 | 2387718 |
| Scholarship aid | Middle East and North Africa | 9 | 132651 |
| Scholarship aid | North America (including Canada and Mexico, but not the United States) | 2 | 44217 |
| Scholarship aid | South America | 11 | 162129 |
| Scholarship aid | South Asia | 7 | 117912 |
| Scholarship aid | Sub-Saharan Africa | 16 | 265302 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchF_P01_S00_L02 | Identifier |
| Return Reference | Schedule F, Part I, Line 2 | ReturnReference |
| Explanation | The College follows federal guidelines for determining the financial need of each student attending programs outside of the United States. The College Board Profile and the FAFSA (Free Application for Federal Student Aid) provide us with information to determine financial need. Grants and scholarships are awarded based on the demonstrated need of each student. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (6 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance |
|---|---|---|---|
| College funded scholarships | 462 | 11296105 | 0 |
| Special scholarships | 184 | 5570981 | 0 |
| General scholarships | 133 | 4176931 | 0 |
| Prize scholarships | 17 | 621208 | 0 |
| Federal grants | 55 | 213108 | 0 |
| Private gifts | 8 | 293004 | 0 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | The College follows federal guidelines for determining the financial need of each student attending programs in the United States. The College Board Profile and the FAFSA (Free Application for Federal Student Aid) provide us with information to determine financial need. Grants and scholarships are awarded based on the demonstrated need of each student. | Explanation |
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 | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Joan H Stewart | |||||||||||||
| 372637 | 0 | 0 | 0 | 226015 | 0 | 48000 | 0 | 75844 | 0 | 722496 | 0 | 216053 | 0 |
| Karen L Leach | |||||||||||||
| 222164 | 0 | 0 | 0 | 7456 | 0 | 0 | 0 | 43427 | 0 | 273047 | 0 | 0 | 0 |
| Richard C Tantillo | |||||||||||||
| 225539 | 0 | 0 | 0 | 3950 | 0 | 0 | 0 | 79313 | 0 | 308802 | 0 | 0 | 0 |
| Monica Inzer | |||||||||||||
| 169741 | 0 | 0 | 0 | 5055 | 0 | 0 | 0 | 31412 | 0 | 206208 | 0 | 0 | 0 |
| David L Smallen | |||||||||||||
| 171656 | 0 | 0 | 0 | 1554 | 0 | 0 | 0 | 28679 | 0 | 201889 | 0 | 0 | 0 |
| Peter Tonetti | |||||||||||||
| 372235 | 0 | 0 | 0 | 2677 | 0 | 0 | 0 | 27265 | 0 | 402177 | 0 | 0 | 0 |
| David C Paris | |||||||||||||
| 171928 | 0 | 0 | 0 | 1053 | 0 | 0 | 0 | 47893 | 0 | 220874 | 0 | 0 | 0 |
| Derek Jones | |||||||||||||
| 169945 | 0 | 0 | 0 | 1014 | 0 | 0 | 0 | 35102 | 0 | 206061 | 0 | 0 | 0 |
| Edward Walker | |||||||||||||
| 159050 | 0 | 0 | 0 | 3010 | 0 | 0 | 0 | 16005 | 0 | 178065 | 0 | 0 | 0 |
| Hong Gang Jin | |||||||||||||
| 160337 | 0 | 0 | 0 | 659 | 0 | 0 | 0 | 21027 | 0 | 182023 | 0 | 0 | 0 |
| Maurice Isserman | |||||||||||||
| 149046 | 0 | 0 | 0 | 439 | 0 | 0 | 0 | 52835 | 0 | 202320 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchJ_P01_S00_L01a | Identifier |
| Return Reference | Schedule J, Part I, Line 1a | ReturnReference |
| Explanation | The College requires that the President, the VP for Academic Affairs and the VP for Communications and Development reside on campus as a condition of their employment; therefore, College owned housing is provided for them. In addition, the College pays for reasonable costs of housekeeping to maintain the president's residence. Other services provided to the president include travel for her spouse when it has been determined that his travel fulfills a bona fide business purpose for the College, and payment for membership in one club in Manhattan, such as the University Club, for the purpose of meeting with College constitutients, sponsoring College events and otherwise conducting College business. | 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 |
|---|---|---|---|---|---|---|---|
| Oneida County Industrial development Agency | |||||||
| 090210781 | 682462LDG | 2005-06-09 | 8781124 | Construct electric substation, renovate campus bldgs, refunding of bonds issued 11/2/95 | 0 | 0 | 0 |
| Oneida County Industrial Development Agency | |||||||
| 090210781 | 682465BZ1 | 2007-03-20 | 59690356 | Construct 40,000 sq ft addition, renovate other bldgs, refunding of bonds issued 2/11/99 | 0 | 0 | 0 |
| Dormitory Authority of State of NY | |||||||
| 146000293 | 649905XD3 | 2010-02-11 | 13984775 | Refunding of bonds issued 2/11/99 | 0 | 0 | 0 |
| Onieda County Industrial Development Agency | |||||||
| 090210781 | 682465DA4 | 2008-09-25 | 54964593 | Refunding of bonds issued 6/21/02 | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Working Capital ExpendituresWorkingCapitalExpenditures |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 8781124 | 595491 | 6013390 | 245857 | 0 | 2521877 | 0 | 2006 | 1 | 0 | 1 | 1 | |
| 0 | 0 | 59690356 | 2085442 | 22951481 | 1323959 | 0 | 35414916 | 0 | 2009 | 0 | 1 | 1 | 1 | |
| 0 | 0 | 13984775 | 0 | 13619288 | 279695 | 0 | 85792 | 0 | 2001 | 1 | 0 | 1 | 1 | |
| 0 | 0 | 54964593 | 0 | 51845000 | 371363 | 0 | 0 | 0 | 2006 | 1 | 0 | 1 | 1 | 2748230 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 1 |
| 0 | 0 | 1 | 0 | 1 | 0.0015 | 0 | 0.0015 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|
| Lehman Brothers | ||||||||
| 0 | 0 | 1 | .24 | 0 | 1 | 0 | 0 | 0 |
| (no name) | ||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | |||
| (no name) | ||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | |||
| (no name) | ||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | |||
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | David Paris | NamePerson |
| Purpose Of Loan | Mortgage | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $40,557 | OriginalPrincipalAmount |
| Balance Due | 12115 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 12115 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 106180 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 133 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 7155289 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Stock Exchange | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchM_P01_S00_L32b | Schedule M, Part I, Line 32b | College policy stipulates that gifts of securities are to be sold upon receipt. Investment firms are used to sell securities received as contributions. |
| SchM_P01_S00_L33 | Schedule M, Part I, Line 33 | The College received support for various events and other miscellaneous non cash gifts totaling $20,139 that were not reported as revenue. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0B_L11a | Form 990, Part VI, Section B, Line 11a | Form 990 was reviewed by the Audit Committee, a five member committee of the Board of Trustees. A copy was made available to all remaining Trustees before filing. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | Officers, trustees and key employees are required to complete a questionnaire regarding potential conflicts of interest on an annual basis. The questionnaires are reviewed by the CFO and appropriate actions taken if necessary. The statements are maintained in a file on College premises. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | Compensation for the President and Senior Officers of the College (includes the Vice Presidents of Administration and Finance, IT, Academic Affairs, Admissions & Financial Aid, Communications & Development, Dean of Students, Chief Investment Officer, Chief Diversity Officer and Executive Director of the President's Office) is determined by an annual review of comparability data from two different surveys, as well as a review of the Form 990 of other organizations. This information is reviewed by the Executive Compensation Sub-committee of the Board, consisting of the Chair, the Vice Chair, and the Chairs of the Budget and Finance Committee and the Audit Committee, who make a recommendation to the Board for approval. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | Governing documents, conflict of interest policy and financial statements are posted on our website at www.hamilton.edu. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Unrealized gains (72,657,337), change in value of split interest agreements (1,277,909), miscellaneous (-335) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV (27 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MRB Charitable Remainder Unitrust | |||||||||||
| 3125 County Road 250 | Durango | CO | 81301 | 150532200 | Trust | CO | N/A | T | 0 | 453240 | 1 |
| LCG Charitable Remainder Unitrust | |||||||||||
| 198 College Hill Rd | Clinton | NY | 13323 | 150532200 | Trust | NY | N/A | T | 0 | 650344 | 1 |
| NEL Charitable Remainder Unitrust | |||||||||||
| 198 College Hill Rd | Clinton | NY | 13323 | 150532200 | Trust | NY | N/A | T | 0 | 1242332 | 1 |
| RMR Charitable Remainder Unitrust | |||||||||||
| 41 Woodside Way | San Rafael | CA | 94901 | 150532200 | Trust | CA | N/A | T | 0 | 276618 | 1 |
| GD Charitable Remainder Unitrust | |||||||||||
| 198 College Hill Rd | Clinton | NY | 13323 | 166454495 | Trust | NY | N/A | T | 0 | 1831333 | 0.96 |
| JS CRAT | |||||||||||
| 198 College Hill Rd | Clinton | NY | 13323 | 223230527 | Trust | NY | N/A | T | 0 | 6107625 | 0.83 |
| DCF CRAT | |||||||||||
| 198 College Hill Rd | Clinton | NY | 13323 | 161547632 | Trust | NY | N/A | T | 0 | 7248862 | 0.79 |
| PPC Charitable Remainder Trust | |||||||||||
| 198 College Hill Rd | Clinton | NY | 13323 | 166404282 | Trust | NY | N/A | T | 0 | 1740714 | 0.76 |
| CEA Charitable Remainder Unitrust | |||||||||||
| 198 College HIll Rd | Clinton | NY | 13323 | 166502151 | Trust | NY | N/A | T | 0 | 76462 | 0.74 |
| MFF Charitable Remainder Trust | |||||||||||
| 198 College HIll Rd | Clinton | NY | 13323 | 161548021 | Trust | NY | N/A | T | 0 | 359992 | 0.72 |
| RJV Charitable Remainder Trust | |||||||||||
| 198 College Hill Rd | Clinton | NY | 13323 | 166502149 | Trust | NY | N/A | T | 0 | 117714 | 0.72 |
| WK Charitable Remainder Trust | |||||||||||
| 198 College HIll Rd | Clinton | NY | 13323 | 161547635 | Trust | NY | N/A | T | 0 | 140105 | 0.71 |
| OSP Charitable Remainder Trust | |||||||||||
| 198 College Hill Rd | Clinton | NY | 13323 | 166515329 | Trust | NY | N/A | T | 0 | 87357 | 0.71 |
| CDSJ CRAT | |||||||||||
| 198 College HIll Rd | Clinton | NY | 13323 | 166337332 | Trust | NY | N/A | T | 0 | 61545 | 0.68 |
| AMH CRAT | |||||||||||
| 198 College Hill Rd | Clinton | NY | 13323 | 223230530 | Trust | NY | N/A | T | 0 | 43284 | 0.66 |
| JTR Charitable Remainder Trust | |||||||||||
| 198 College Hill Rd | Clinton | NY | 13323 | 166485988 | Trust | NY | N/A | T | 0 | 157546 | 0.65 |
| CML CRUT | |||||||||||
| 198 College Hill Rd | Clinton | NY | 13323 | 166502153 | Trust | NY | N/A | T | 0 | 65047 | 0.65 |
| RGH Unitrust | |||||||||||
| 198 College Hill Rd | Clinton | NY | 13323 | 166337342 | Trust | NY | N/A | T | 0 | 820997 | 0.62 |
| RDC Unitrust | |||||||||||
| 198 College Hill Rd | Clinton | NY | 13323 | 161459439 | Trust | NY | N/A | T | 0 | 342755 | 0.61 |
| WLWG CRUT | |||||||||||
| 198 College Hil Rd | Clinton | NY | 13323 | 336358368 | Trust | NY | N/A | T | 0 | 174466 | 0.61 |
| NFS Charitable Remainder Trust | |||||||||||
| 198 College Hill Rd | Clinton | NY | 13323 | 306258209 | Trust | NY | N/A | T | 0 | 607780 | 0.6 |
| FKL Unitrust | |||||||||||
| 198 College Hill Rd | Clinton | NY | 13323 | 166472281 | Trust | NY | N/A | T | 0 | 183486 | 0.58 |
| KKA CRUT | |||||||||||
| 198 College Hill Rd | Clinton | NY | 13323 | 166521193 | Trust | NY | N/A | T | 0 | 446357 | 0.53 |
| SBA Charitable Remainder Unitrust | |||||||||||
| 198 College Hill Rd | Clinton | NY | 13323 | 161547637 | Trust | NY | N/A | T | 0 | 214527 | 0.59 |
| WMB Charitable Remainder Unitrust | |||||||||||
| 198 College Hil Rd | Clinton | NY | 13323 | 226432958 | Trust | NY | N/A | T | 0 | 5931154 | 0.64 |
| WMB2 Charitable Remainder Unitrust | |||||||||||
| 198 Colllege Hill Rd | Clinton | NY | 13323 | 836055027 | Trust | NY | N/A | T | 0 | 2334330 | 0.75 |
| MJC Charitable Remainder Unitrust | |||||||||||
| 198 College Hill Rd | Clinton | NY | 13323 | 456159429 | Trust | NY | N/A | T | 0 | 672260 | 0.75 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |