COLGATE UNIVERSITY TREASURERS OFFICE: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: COLGATE UNIVERSITY TREASURERS OFFICE (EIN 15-0532078)
Tax period: 2021-07-01 to 2022-06-30
Filed: 2023-05-12
IRS object ID: 202311329349302786
Schema version: 2021v4.2
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)
Return	2023-05-12T09:51:42-05:00	ReturnTs
Tax Period End	2022-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	135565207	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KPMG LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	515 BROADWAY 4TH FLOOR	AddressLine1Txt
City	ALBANY	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12207	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	150532078	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	COLGATE UNIVERSITY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	COLG	BusinessNameControlTxt
Phone	3152287422	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	13 OAK DRIVE	AddressLine1Txt
City	HAMILTON	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	13346	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOSEPH S HOPE	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	3152287422	PhoneNum
Signature	2023-05-10	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JOSEPH	PersonFirstNm
Person Last	HOPE	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	STEPHANIE LONCZAK	PreparerPersonNm
PTIN	P01880207	PTIN
Phone	5184274600	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	BRIAN W CASEY	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	13 OAK DRIVE	AddressLine1Txt
City	HAMILTON	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	13346	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$612,919,155	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.COLGATE.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1819	FormationYr
Legal Domicile State	NY	LegalDomicileStateCd
Activity Or Mission	SEE SCHEDULE O	ActivityOrMissionDesc
Voting Members Governing Body	36	VotingMembersGoverningBodyCnt
Voting Members Independent	35	VotingMembersIndependentCnt
Total Employee	2892	TotalEmployeeCnt
Total Volunteers	2000	TotalVolunteersCnt
Total Gross UBI	$6,500,710	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$72,298,813	PYContributionsGrantsAmt
CY Contributions Grants	$90,707,739	CYContributionsGrantsAmt
PY Program Service Revenue	$216,154,499	PYProgramServiceRevenueAmt
CY Program Service Revenue	$240,468,132	CYProgramServiceRevenueAmt
PY Investment Income	$88,917,402	PYInvestmentIncomeAmt
CY Investment Income	$79,009,200	CYInvestmentIncomeAmt
PY Other Revenue	$743,834	PYOtherRevenueAmt
CY Other Revenue	$1,544,615	CYOtherRevenueAmt
PY Total Revenue	$378,114,548	PYTotalRevenueAmt
CY Total Revenue	$411,729,686	CYTotalRevenueAmt
PY Grants And Similar Paid	$67,695,101	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$79,531,707	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$116,924,425	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$123,975,052	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$11,807,275	CYTotalFundraisingExpenseAmt
PY Other Expenses	$88,949,431	PYOtherExpensesAmt
CY Other Expenses	$102,545,823	CYOtherExpensesAmt
PY Total Expenses	$273,568,957	PYTotalExpensesAmt
CY Total Expenses	$306,052,582	CYTotalExpensesAmt
PY Revenues Less Expenses	$104,545,591	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$105,677,104	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,984,946,016	TotalAssetsBOYAmt
Total Assets EOY	$1,947,674,649	TotalAssetsEOYAmt
Total Liabilities BOY	$407,464,319	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$393,574,015	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,577,481,697	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,554,100,634	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$265,977,230	ExpenseAmt
Grant	$79,531,707	GrantAmt
Revenue	$240,468,132	RevenueAmt
Desc	TO PROVIDE A WORLD-CLASS AND DEMANDING UNDERGRADUATE EDUCATIONAL EXPERIENCE FOR A TALENTED AND DIVERSE GROUP OF APPROXIMATELY 3,000 STUDENTS. THE PURPOSE IS TO DEVELOP WISE, THOUGHTFUL, CRITICAL THINKERS AND PERCEPTIVE LEADERS BY ENCOURAGING YOUNG MEN AND WOMEN TO FULFILL THEIR POTENTIAL THROUGH RESIDENCE IN A COMMUNITY THAT VALUES ALL FORMS OF INTELLECTUAL RIGOR AND RESPECTS THE COMPLEXITY OF HUMAN UNDERSTANDING.	Desc
Total Program Service Expenses	$265,977,230	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (1)	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	0	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	4650	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	2892	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	Yes (1)	ForeignFinancialAccountInd
Foreign Country	AS	ForeignCountryCd
Foreign Country	FR	ForeignCountryCd
Foreign Country	GM	ForeignCountryCd
Foreign Country	JA	ForeignCountryCd
Foreign Country	JM	ForeignCountryCd
Foreign Country	SP	ForeignCountryCd
Foreign Country	UK	ForeignCountryCd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (1)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	36	GoverningBodyVotingMembersCnt
Independent Voting Member	35	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	JOSEPH S HOPE	PersonNm
Phone	3152287422	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	13 OAK DRIVE	AddressLine1Txt
City	HAMILTON	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	13346	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (54 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
BRIAN W CASEY
PRESIDENT	60.00	0.00	Yes (X)	Yes (X)	$1,212,950	$0	$111,115
MICHAEL J HERLING
BOARD CHAIR	10.00	0.00	Yes (X)		$0	$0	$0
GRETCHEN H BURKE
VICE CHAIR	6.00	0.00	Yes (X)		$0	$0	$0
GUS P COLDEBELLA
VICE CHAIR	6.00	0.00	Yes (X)		$0	$0	$0
JEANNE A FOLLANSBEE
VICE CHAIR	6.00	0.00	Yes (X)		$0	$0	$0
PATRICIA APELIAN AITKEN
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
ERIC ANDERSEN
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
BRION B APPLEGATE
TRUSTEE (THRU 5/7/22)	5.00	0.00	Yes (X)		$0	$0	$0
THOMAS S BOZZUTO JR
TRUSTEE	5.00	0.00	Yes (X)		$0	$0	$0
ERIC A COLE
TRUSTEE	5.00	0.00	Yes (X)		$0	$0	$0
MELISSA J COLEY
TRUSTEE	4.00	0.00	Yes (X)		$0	$0	$0
JEAN-PIERRE CONTE
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
GIOVANNI CUTAIA
TRUSTEE	4.00	0.00	Yes (X)		$0	$0	$0
TERESA DELGADO
TRUSTEE	5.00	0.00	Yes (X)		$0	$0	$0
CARMINE DISIBIO
TRUSTEE	4.00	0.00	Yes (X)		$0	$0	$0
THERESA DONAHUE EGLER
TRUSTEE	5.00	0.00	Yes (X)		$0	$0	$0
JULIAN W FARRIOR III
TRUSTEE	5.00	0.00	Yes (X)		$0	$0	$0
ANDREW S GREENFIELD
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
KIMBERLY HUFFARD
TRUSTEE	5.00	0.00	Yes (X)		$0	$0	$0
BECKY B HURLEY
TRUSTEE	4.00	0.00	Yes (X)		$0	$0	$0
ROBERT C JOHNSON
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
NINA KOHLER
TRUSTEE	4.00	0.00	Yes (X)		$0	$0	$0
NORA GLEASON LEARY
TRUSTEE	4.00	0.00	Yes (X)		$0	$0	$0
AMY VULLO MACMILLAN
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
JOSEPH P MCGRATH JR
TRUSTEE	5.00	0.00	Yes (X)		$0	$0	$0
DENNISTON M REID
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
CLARISSA V SHAH
TRUSTEE	4.00	0.00	Yes (X)		$0	$0	$0
JEFFREY W SHARP
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
ANDREW W SWEET
TRUSTEE	4.00	0.00	Yes (X)		$0	$0	$0
THOMAS B TYREE JR
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
DANIEL C BENTON
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
CHRISTINE J CHAO
TRUSTEE	4.00	0.00	Yes (X)		$0	$0	$0
STEVEN N CHO
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
UDAYAN DAS ROY
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
YVONNE M GYIMAH
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
CHRISTINA B JOHNSON
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
CARLTON W WALKER
TRUSTEE	3.00	0.00	Yes (X)		$0	$0	$0
JOSEPH S HOPE
SR. VP-FIN/ADM, CIO, TREASURER	50.00	0.00		Yes (X)	$671,674	$0	$43,560
HANNA RODRIGUEZ-FARRAR
CHIEF OF STAFF, SECRETARY	50.00	0.00		Yes (X)	$285,622	$0	$42,904
KARL CLAUSS
VP FOR ADVANCEMENT	50.00	0.00			$436,347	$0	$82,469	Yes (X)
TRACEY HUCKS
DEAN OF FACULTY & PROVOST	50.00	0.00			$365,517	$0	$79,672	Yes (X)
LAURA JACK
VP OF COMMUNICATIONS	50.00	0.00			$378,365	$0	$36,515	Yes (X)
NICKI MOORE
VP & DIRECTOR OF ATHLETICS	50.00	0.00			$336,624	$0	$44,525	Yes (X)
PAUL MCLOUGHLIN
VP & DEAN OF THE COLLEGE	50.00	0.00			$303,510	$0	$73,875	Yes (X)
ELLEN KRALY
INTERIM PROVOST & DEAN FACULTY	50.00	0.00			$275,300	$0	$47,631	Yes (X)
CHRISTOPHER WELLS
SENIOR ADVISOR TO PRESIDENT	50.00	0.00			$275,102	$0	$35,982	Yes (X)
GARY ROSS
VP & DEAN OF ADMISSIONS	50.00	0.00			$264,597	$0	$41,285	Yes (X)
MATTHEW LANGEL
HEAD COACH MEN'S BASKETBALL	50.00	0.00			$473,524	$0	$43,560		Yes (X)
ROBERT TYBURSKI
VP & SENIOR ADVISOR	50.00	0.00			$287,353	$0	$48,258		Yes (X)
MERRILL MILLER
UNIV PHYSICIANS & ADJUNCT PROFESSOR	50.00	0.00			$270,742	$0	$41,786		Yes (X)
BRENDT SIMPSON
INVESTMENT DIRECTOR	50.00	0.00			$266,923	$0	$37,521		Yes (X)
ELLEN LARSON
DIRECTOR OF STUDENT HEALTH SERVICES	50.00	0.00			$233,504	$0	$56,012		Yes (X)
CONSTANCE HARSH
FORMER DEAN OF FACULTY/PROVOST	50.00	0.00			$177,121	$0	$31,001			Yes (X)
MURRAY DECOCK
FORMER SR ADV/STRAT INITIATIVE	40.00	0.00			$125,000	$0	$3,680			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$6,639,775	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$901,351	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	276	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt	Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt	CityContractorAddress/ForeignAddress/CityNm	CountryContractorAddress/ForeignAddress/CountryCd
CHARTWELL'S
PO BOX 417632	BOSTON	MA	02241	FOOD SERVICE	$8,872,593
ROBERT AM STERN ARCHITECTS INC
ONE PARK AVENUE	NEW YORK	NY	10016	ARCHITECTS	$2,241,181
HAYNER HOYT CORPORATION
625 ERIE BOULEVARD WEST	SYRACUSE	NY	13204	CONTRUCTION	$2,216,532
DANISH INSTITUTE FOR STUDY ABROAD
				STUDY ABROAD	$1,939,890	VESTERGADE 5-7 DK-1456 COPENHAGEN	COPGENHAGEN	DA
BURRELL'S EXCAVATING INC
6146 COUNTY ROUTE 32	NORWICH	NY	13815	EXCAVATING	$578,124

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	57	CntrctRcvdGreaterThan100KCnt
Government Grants	$6,522,458	GovernmentGrantsAmt
All Other Contributions	$84,185,281	AllOtherContributionsAmt
Noncash Contributions	$32,631,479	NoncashContributionsAmt
Total Contributions	$90,707,739	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION AND FEES	900099	$195,396,743	$195,396,743
SALES & SERVICES OF AUXILIARIES	900099	$41,471,915	$35,392,966	$6,078,949
OTHER EDUCATIONAL ACTIVITIES	900099	$3,599,474	$3,599,474

Field	Value	IRS element (for citing)
Total Program Service Revenue	$240,468,132	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,791,780	TotalRevenueColumnAmt
Unrelated Business Revenue	-$502,441	UnrelatedBusinessRevenueAmt
Exclusion	$11,294,221	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$104,919	TotalRevenueColumnAmt
Exclusion	$104,919	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$802,254	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$1,136,338	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$334,084	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$334,084	TotalRevenueColumnAmt
Exclusion	-$334,084	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$265,396,577	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$197,179,157	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$68,217,420	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$68,217,420	TotalRevenueColumnAmt
Unrelated Business Revenue	$924,202	UnrelatedBusinessRevenueAmt
Exclusion	$67,293,218	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$4,647,754	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$2,873,974	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,773,780	TotalRevenueColumnAmt
Exclusion	$1,773,780	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$411,729,686	TotalRevenueColumnAmt
Related Or Exempt Func Income	$234,389,183	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$6,500,710	UnrelatedBusinessRevenueAmt
Exclusion	$80,132,054	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$665,240	TotalAmt
Program Services	$665,240	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$75,283,061	TotalAmt
Program Services	$75,283,061	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$3,583,406	TotalAmt
Program Services	$3,583,406	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$5,534,096	TotalAmt
Program Services	$5,534,096	ProgramServicesAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$301,429	TotalAmt
Program Services	$301,429	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$90,605,881	TotalAmt
Program Services	$71,840,637	ProgramServicesAmt
Management And General	$13,087,550	ManagementAndGeneralAmt
Fundraising	$5,677,694	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$8,804,958	TotalAmt
Program Services	$7,242,533	ProgramServicesAmt
Management And General	$1,025,554	ManagementAndGeneralAmt
Fundraising	$536,871	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$12,116,488	TotalAmt
Program Services	$9,392,222	ProgramServicesAmt
Management And General	$2,060,047	ManagementAndGeneralAmt
Fundraising	$664,219	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$6,612,200	TotalAmt
Program Services	$5,438,067	ProgramServicesAmt
Management And General	$771,248	ManagementAndGeneralAmt
Fundraising	$402,885	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$8,931,412	TotalAmt
Program Services	$7,409,565	ProgramServicesAmt
Management And General	$1,285,047	ManagementAndGeneralAmt
Fundraising	$236,800	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$495,757	TotalAmt
Program Services	$411,284	ProgramServicesAmt
Management And General	$71,329	ManagementAndGeneralAmt
Fundraising	$13,144	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$381,662	TotalAmt
Program Services	$316,630	ProgramServicesAmt
Management And General	$54,913	ManagementAndGeneralAmt
Fundraising	$10,119	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$5,000	TotalAmt
Program Services	$4,148	ProgramServicesAmt
Management And General	$719	ManagementAndGeneralAmt
Fundraising	$133	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,552,735	TotalAmt
Program Services	$1,288,161	ProgramServicesAmt
Management And General	$223,406	ManagementAndGeneralAmt
Fundraising	$41,168	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$12,256,583	TotalAmt
Program Services	$9,868,894	ProgramServicesAmt
Management And General	$1,711,570	ManagementAndGeneralAmt
Fundraising	$676,119	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$5,337,328	TotalAmt
Program Services	$4,691,511	ProgramServicesAmt
Management And General	$480,360	ManagementAndGeneralAmt
Fundraising	$165,457	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,400,647	TotalAmt
Program Services	$1,400,647	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$8,226,834	TotalAmt
Program Services	$7,083,593	ProgramServicesAmt
Management And General	$630,651	ManagementAndGeneralAmt
Fundraising	$512,590	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$11,559,677	TotalAmt
Program Services	$11,559,677	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$19,270,386	TotalAmt
Program Services	$17,454,217	ProgramServicesAmt
Management And General	$1,013,825	ManagementAndGeneralAmt
Fundraising	$802,344	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$3,951,653	TotalAmt
Program Services	$2,149,304	ProgramServicesAmt
Management And General	$1,766,389	ManagementAndGeneralAmt
Fundraising	$35,960	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
GENERAL OPERATING COSTS	$13,225,808	$9,462,161	$2,425,349	$1,338,298
UTILITIES	$5,444,464	$4,747,274	$548,022	$149,168
REPAIRS & MAINTENANCE	$4,904,961	$4,206,813	$536,720	$161,428
LIBRARY ACQUISITIONS	$3,203,161	$3,200,891	$1,534	$736

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,397,755	TotalAmt
Program Services	$1,441,769	ProgramServicesAmt
Management And General	$573,844	ManagementAndGeneralAmt
Fundraising	$382,142	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$306,052,582	TotalAmt
Program Services	$265,977,230	ProgramServicesAmt
Management And General	$28,268,077	ManagementAndGeneralAmt
Fundraising	$11,807,275	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$3,146,123	BOYAmt
EOY	$7,007,467	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$29,544,676	BOYAmt
EOY	$66,013,726	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$47,753,784	BOYAmt
EOY	$60,895,195	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$8,179,566	BOYAmt
EOY	$2,536,589	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$556,157	BOYAmt
EOY	$457,330	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$4,756,790	BOYAmt
EOY	$5,082,054	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$2,270,775	BOYAmt
EOY	$2,815,514	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$786,248,162	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$324,934,933	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$451,716,058	BOYAmt
EOY	$461,313,229	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$508,318,724	BOYAmt
EOY	$472,914,114	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$913,749,236	BOYAmt
EOY	$854,536,731	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$14,954,127	BOYAmt
EOY	$14,102,700	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,984,946,016	BOYAmt
EOY	$1,947,674,649	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$24,133,937	BOYAmt
EOY	$24,991,639	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$11,708,544	BOYAmt
EOY	$9,885,110	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$103,459,545	BOYAmt
EOY	$99,459,052	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$220,597,008	BOYAmt
EOY	$216,159,675	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$47,565,285	BOYAmt
EOY	$43,078,539	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$407,464,319	BOYAmt
EOY	$393,574,015	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$488,922,844	BOYAmt
EOY	$483,668,242	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,088,558,853	BOYAmt
EOY	$1,070,432,392	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,577,481,697	BOYAmt
EOY	$1,554,100,634	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,984,946,016	BOYAmt
EOY	$1,947,674,649	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$105,677,104	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$126,397,233	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$2,660,934	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$30,886,868	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$70,318,653	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$41,743,864	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$72,298,813	CurrentTaxYearMinus1YearAmt
Current Tax Year	$90,707,739	CurrentTaxYearAmt
Total	$305,955,937	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$30,886,868	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$70,318,653	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$41,743,864	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$72,298,813	CurrentTaxYearMinus1YearAmt
Current Tax Year	$90,707,739	CurrentTaxYearAmt
Total	$305,955,937	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$60,685,687	SubstantialContributorsTotAmt
Public Support Total170	$245,270,250	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,812,501	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$10,379,816	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,209,516	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$9,182,382	CurrentTaxYearMinus1YearAmt
Current Tax Year	$12,201,394	CurrentTaxYearAmt
Total	$46,785,609	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$352,741,546	TotalSupportAmt
Gross Receipts Rltd Activities	$1,068,686,919	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.69530	PublicSupportCY170Pct
Public Support PY170	0.69200	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

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)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	VolunteersInd
Paid Staff Or Management	0	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (1)	DirectContactLegislatorsInd
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$5,000	OtherActivitiesAmt
Total Lobbying Expenditures	$5,000	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1:	FormAndLineReferenceDesc
Explanation	LINE 1G COLGATE UNIVERSITY STAFF FROM TIME TO TIME SEND LETTERS TO POLITICAL REPRESENTATIVES EXPRESSING OPINIONS ON CERTAIN LEGISLATION AND TOPICS. DURING THE CURRENT FISCAL YEAR, COLGATE DID NOT INCUR ANY EXPENSES FOR THESE ACTIVITES. LINE 1I COLGATE UNIVERSITY BELONGS TO MEMBER ORGANIZATIONS WHICH MAY OR MAY NOT ENGAGE IN LOBBYING ACTIVITIES. AGGREGATE DUES IN THE AMOUNT OF $200,000 WERE PAID DURING THE FISCAL YEAR AND REPORTED ON THIS RETURN. SOME PORTION OF THOSE DUES MAY BE UTILIZED FOR LOBBYING ACTIVITIES. FROM TIME TO TIME, COLGATE WORKS WITH OUTSIDE FIRMS TO LOBBY FOR GRANTS TO FUND CERTAIN CAPITAL PROJECTS. DURING THE CURRENT FISCAL YEAR, COLGATE DID NOT INCUR ANY EXPENSES RELATED TO OUTSIDE FIRMS.	ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$0	RevenuesIncludedAmt
Assets Included	$16,568,362	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Coll Used Loan Or Exch Prog	Yes (X)	CollUsedLoanOrExchProgInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,263,024,321	BeginningYearBalanceAmt
Contributions	$34,045,895	ContributionsAmt
Investment Earnings Or Losses	-$50,740,073	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$20,086,393	GrantsOrScholarshipsAmt
Other Expenditures	$26,101,439	OtherExpendituresAmt
Administrative Expenses	$3,037,590	AdministrativeExpensesAmt
End Year Balance	$1,197,104,721	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$959,652,631	BeginningYearBalanceAmt
Contributions	$24,834,154	ContributionsAmt
Investment Earnings Or Losses	$325,764,322	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$19,643,694	GrantsOrScholarshipsAmt
Other Expenditures	$25,183,344	OtherExpendituresAmt
Administrative Expenses	$2,399,748	AdministrativeExpensesAmt
End Year Balance	$1,263,024,321	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$949,230,415	BeginningYearBalanceAmt
Contributions	$27,128,647	ContributionsAmt
Investment Earnings Or Losses	$31,046,267	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$19,319,531	GrantsOrScholarshipsAmt
Other Expenditures	$26,254,410	OtherExpendituresAmt
Administrative Expenses	$2,178,757	AdministrativeExpensesAmt
End Year Balance	$959,652,631	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$934,593,611	BeginningYearBalanceAmt
Contributions	$18,716,284	ContributionsAmt
Investment Earnings Or Losses	$44,112,157	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$19,144,981	GrantsOrScholarshipsAmt
Other Expenditures	$26,999,295	OtherExpendituresAmt
Administrative Expenses	$2,044,361	AdministrativeExpensesAmt
End Year Balance	$949,233,415	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$883,350,926	BeginningYearBalanceAmt
Contributions	$20,007,630	ContributionsAmt
Investment Earnings Or Losses	$77,829,399	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$18,373,211	GrantsOrScholarshipsAmt
Other Expenditures	$26,489,962	OtherExpendituresAmt
Administrative Expenses	$1,731,171	AdministrativeExpensesAmt
End Year Balance	$934,593,611	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.21480	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.40090	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.38430	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$50,013,893	OtherCostOrOtherBasisAmt
Book Value	$50,013,893	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$611,517,544	OtherCostOrOtherBasisAmt
Depreciation	$235,330,674	DepreciationAmt
Book Value	$376,186,870	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$7,392,670	OtherCostOrOtherBasisAmt
Depreciation	$7,388,378	DepreciationAmt
Book Value	$4,292	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$112,481,331	OtherCostOrOtherBasisAmt
Depreciation	$82,215,881	DepreciationAmt
Book Value	$30,265,450	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,842,724	OtherCostOrOtherBasisAmt
Book Value	$4,842,724	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$461,313,229	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
REAL ASSET	$154,574,451	F
EQUITY INVESTMENTS	$25,341,606	F
PRIVATE EQUITY	$200,439,981	F
VENTURE CAPITAL	$166,889,954	F
HEDGE	$306,351,199	F
OTHER	$939,540	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$854,536,731	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
ANNUITIES & DEF. GIVING ARRANGEMENT	$17,129,924
POST-RETIREMENT BENEFIT OBLIGATIONS	$14,064,954
FEDERAL STUDENT LOAN FUNDS	$80,247
CONDITIONAL ARO	$11,803,414

Field	Value	IRS element (for citing)
Total Liability	$43,078,539	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 4:	DESCRIPTION OF ARTWORK THE PICKER ART GALLERY AT COLGATE UNIVERSITY SEEKS TO ENGAGE THE IMAGINATIONS, STIMULATE THE MINDS AND CAPTIVATE THE EYES OF ITS VISITORS - STUDENTS, FACULTY, STAFF, COMMUNITY MEMBERS AND TRAVELERS ALIKE. IT AIMS TO SERVE AS A LABORATORY FOR THE EXPLORATION AND PRESENTATION OF NEW IDEAS ABOUT AND RELATED TO ART; AS A FORUM FOR INTERDISCIPLINARY COLLABORATIONS GROUNDED IN VISUAL UNDERSTANDING; AS A BEACON OF EXCELLENCE IN ITS EXHIBITIONS, PROJECTS AND PUBLICATIONS; AND AS A SANCTUARY FOR THE CONTEMPLATION AND ENJOYMENT OF ART. THE LONGYEAR MUSEUM OF ANTHROPOLOGY IS MAINTAINED BY THE DEPARTMENT OF SOCIOLOGY AND ANTHROPOLOGY AS A TEACHING MUSEUM. THE COLLECTION OF ARCHAEOLOGICAL AND ETHNOLOGICAL MATERIALS, PRIMARILY RELATED TO THE AMERICAN INDIAN AND PALEOLITHIC IMPLEMENTS, INCLUDES THE MORTIMER C. HOWE COLLECTION OF AMERICAN INDIAN ARTIFACTS, THE HERBERT W. BIGFORD COLLECTION OF ONEIDA INDIAN ARCHAEOLOGY AND THE WALTER BENNETT COLLECTION OF IROQUOIS AND PRE-IROQUOIS ITEMS. THE ROBERT M. LINSLEY GEOLOGY EXHIBITS MINERALS, ROCKS, AND FOSSILS, HIGHLIGHTING THE BEAUTY AND WONDER OF THESE OBJECTS WHILE ALSO INFORMING VISITORS ABOUT HOW GEOLOGISTS STUDY THE EARTH. THREADED THROUGHOUT THE MUSUEM IS A SPECIFIC FOCUS ON WHAT WE KNOW ABOUT NEW YORK STATE'S GEOLOGIC PAST.
PART V, LINE 4:	USE OF ENDOWMENT FUNDS THE ENDOWMENT IS MANAGED AND INVESTED TO PROVIDE CURRENT AND FUTURE SUPPORT FOR THE OPERATIONS OF THE UNIVERSITY. EXAMPLES OF SUPPORT PROVIDED INCLUDE FINANCIAL AID, FACILITIES UPKEEP, RESEARCH, FACULTY COMPENSATION AND OTHER ACADEMIC AND STUDENT OPERATIONS.
PART X, LINE 2:	THE UNIVERSITY, INCLUDING COLGATE INN, LLC; HAMILTON INITIATIVE LLC; PALACE THEATRE, LLC; HAMILTON THEATRE, LLC, HAMILTON HOUSING INITIATIVE, LLC; AND HAMILTON HOTEL, LLC, ALL SINGLE MEMBER LIMITED LIABILITY CORPORATIONS OF WHICH THE UNIVERSITY IS THE SOLE MEMBER, GENERALLY DOES NOT PROVIDE FOR INCOME TAXES SINCE IT IS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE UNIVERSITY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED BY THE RELEVANT TAXING AUTHORITY. THE UNIVERSITY BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	0	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (1)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3	SEE PART II
SCHEDULE E, PART I, LINE 6	COLGATE UNIVERSITY PARTICIPATES IN THE TITLE IV AID PROGRAMS OF THE FEDERAL GOVERNMENT, RECEIVES RESTRICTED GRANTS AND UNRESTRICTED GIFTS FROM THE STATE OF NEW YORK AND WILL APPLY AS APPROPRIATE FOR GRANTS AWARDED ON A COMPETITIVE BASIS BY THE STATE OR FEDERAL GOVERNMENT.
LINE 3 - EXPLANATION OF NONDISCRIMINATION POLICY:	FORM 990, SCHEDULE E, PART 1, LINE 3 COLGATE UNIVERSITY FULLY SUBSCRIBES TO ALL FEDERAL AND STATE CIVIL RIGHTS LAWS BANNING DISCRIMINATION IN PRIVATE INSTITUTIONS OF HIGHER EDUCATION. THESE INCLUDE BUT ARE NOT LIMITED TO TITLE IX AND TITLE VI OF THE EDUCATION AMENDMENTS OF 1972, TITLE VII OF THE CIVIL RIGHTS ACT OF 1964, THE AMERICAN WITH DISABILITIES ACT, THE REHABILITATION ACT, THE AGE DISCRIMINATION IN EMPLOYMENT ACT, AND THE NEW YORK STATE HUMAN RIGHTS LAW. COLGATE IS COMMITTED NOT ONLY TO COMPLIANCE WITH THESE LAWS BUT WITH PROMOTING A COMMUNITY THAT LIVES OUT THE VALUES THESE EQUAL OPPORTUNITY LAWS ENVISION. THE UNIVERSITY PUBLICIZES ITS RACIALLY NON-DISCRIMINATORY POLICY ON ITS WEBSITE AND ANNUALLY IN THE UNIVERSITY CATALOGUE. IN ADDITION, THE UNIVERSITY HAS DEMONSTRATED THAT IT FOLLOWS THIS POLICY BY CONTINUOUSLY ENROLLING STUDENTS OF RACIAL MINORITY GROUPS IN MEANINGFUL NUMBERS. ACCORDINGLY, COLGATE UNIVERSITY MEETS THE REQUIREMENTS OF REV. PROC. 75-50 (SEE SECTION 4.03(2)(B)). COLGATE UNIVERSITY'S POLICIES CAN ALSO BE FOUND AT HTTPS://WWW.COLGATE.EDU/ABOUT/OFFICES-CENTERS-INSTITUTES/PROVOST-AND-DEA NFACULTY/ EQUITY-AND-DIVERSITY/NON-DISCRIMINATION.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
EAST ASIA AND THE PACIFIC	3	3	PROGRAM SERVICES	STUDY GROUPS	$54,472
EUROPE (INCLUDING ICELAND & GREENLAND)	8	8	PROGRAM SERVICES	STUDY GROUPS	$2,609,794
SUB-SAHARAN AFRICA	1	1	PROGRAM SERVICES	STUDY GROUPS	$14,905
CENTRAL AMERICA AND THE CARIBBEAN	0	0	INVESTMENTS		$240,455,624
EUROPE (INCLUDING ICELAND & GREENLAND)	0	0	INVESTMENTS		$9,087,524
NORTH AMERICA	0	0	INVESTMENTS		$11,157,276
SUB-SAHARAN AFRICA	0	0	INVESTMENTS		$4,109,975
EUROPE (INCLUDING ICELAND & GREENLAND)			PROGRAM SERVICES	GRANTMAKING	$3,549,449
MIDDLE EAST AND NORTH AFRICA			PROGRAM SERVICES	GRANTMAKING	$33,957

Field	Value	IRS element (for citing)
Subtotal Offices	12	SubtotalOfficesCnt
Subtotal Employees	12	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	12	TotalOfficeCnt
Total Employee	12	TotalEmployeeCnt
Subtotal Spent	$271,039,019	SubtotalSpentAmt
Continuation Spent	$33,957	ContinuationSpentAmt
Total Spent	$271,072,976	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
GRANT MAKING	EUROPE (INCLUDING ICELAND & GREENLAND)	120	$3,549,449
GRANT MAKING	MIDDLE EAST AND NORTH AFRICA	1	$33,957

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 2:

FINANCIAL AID ("GRANTS") IS AWARDED BASED ON NEED AS DETERMINED BY ANALYSIS OF EACH APPLICANTS REQUIRED SUBMISSION OF A COLLEGE SCHOLARSHIP PROFILE, A FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA), AND (WHEN APPLICABLE) FEDERAL TAX RETURNS. GRANTS AWARDED THROUGH THE FINANCIAL AID OFFICE ARE DISBURSED DIRECTLY TO THE STUDENT'S TUITION ACCOUNT WHERE THEY ARE APPLIED TO EDUCATIONAL CHARGES. GRANTS ARE AWARDED IN COMBINATION WITH AN EXPECTED FAMILY CONTRIBUTION, IF ANY, TO MEET AN INDIVIDUAL'S EDUCATIONAL PROGRAM BUDGET. GRANTS ARE REVIEWED ANNUALLY FOR COMPLIANCE BY AN INDEPENDENT AUDIT FIRM.

PART III ACCOUNTING METHOD:

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (8 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt
CHENANGO NURSERY SCHOOL
59 WEST KENDRICK AVENUE	HAMILTON	NY	13346	160901859	501 (C) (3)	$68,064	$0	GENERAL FUNDING
HAMILTON CENTRAL SCHOOL
47 WEST KENDRICK AVENUE	HAMILTON	NY	13346	156002230	PUBLIC SCHOOL	$227,505	$0	GENERAL FUNDING
PARTNERSHIP FOR COMMUNITY DEVELOPMENT
11 PAYNE STREET	HAMILTON	NY	13346	161572206	501 (C) (3)	$50,000	$0	GENERAL FUNDING
TOWN OF HAMILTON
16 BROAD STREET	HAMILTON	NY	13346	156000972	TOWN	$86,133	$0	GENERAL FUNDING
VILLAGE OF HAMILTON
3 BROAD STREET	HAMILTON	NY	13346	156001316	VILLAGE	$147,400	$0	GENERAL FUNDING
UPPER SARANAC LAKE ASSOCIATION INC
PO BOX 564	SARANAC LAKE	NY	12983	223041892	501 (C) (3)	$10,000	$0	GENERAL FUNDING
ARTS AT THE PALACE
19 UTICA STREET	HAMILTON	NY	13346	205762886	501 (C) (3)	$15,000	$0	GENERAL FUNDING
THE COLGATE UNIVERSITY ALUMNI CORPORATION
13 OAK DRIVE	HAMILTON	NY	13346	150532083	501 (C) (3)	$50,700	$0	GENERAL FUNDING

Field	Value	IRS element (for citing)
Total501c3 Org	8	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
SCHOLARSHIPS TO STUDENTS	1309	$73,170,607
HEERF EMERGENCY GRANTS TO STUDENTS	1106	$2,112,454

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 2:

GRANT PROCEDURES COLGATE UNIVERSITY OFFERS GRANTS & LOANS TO STUDENTS ON THE BASIS OF DEMONSTRATED FINANCIAL NEED. STUDENTS MUST MEET CERTAIN ELIGIBILITY REQUIREMENTS. GRANTS AND LOANS ARE ADMINISTERED BY THE FINANCIAL AID OFFICE. STUDENTS AND THEIR PARENTS COMPLETE EXTENSIVE APPLICATION MATERIALS, SUBMIT TAX RETURNS AND OTHER SUPPORTING DOCUMENTATION TO SUPPORT THEIR CLAIM FOR FINANCIAL ASSISTANCE. COLGATE ALSO OFFERS A LIMITED NUMBER OF ATHLETIC SCHOLARSHIPS (NON-NEED BASED) THAT ARE AVAILABLE FOR SELECT INTERCOLLEGIATE SPORTS. COLGATE UNIVERSITY RECEIVES VARIOUS REQUESTS FOR GRANTS AND OTHER SUPPORT FROM LOCAL ENTITIES THROUGHOUT THE FISCAL YEAR. THE ENTITIES SELECTED TO RECEIVE GRANTS, AS LISTED IN PART II, ARE SELECTED TO RECEIVE FUNDING SOLELY FOR LOCAL PURPOSES.

PART III, LINE 2:

FEDERAL CARES ACT HIGHER EDUCATION EMERGENCY RELIEF FUND ON APRIL 23, 2020, COLGATE UNIVERSITY SIGNED AND RETURNED TO THE U.S. DEPARTMENT OF EDUCATION THE RECIPIENT'S FUNDING CERTIFICATION AND AGREEMENT RELATIVE TO EMERGENCY FINANCIAL AID GRANTS TO STUDENTS MADE AVAILABLE UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY (CARES) ACT, WHICH WAS PASSED BY CONGRESS AND SIGNED INTO LAW ON MARCH 27, 2020. SUBSEQUENT TO SIGNING AND RETURNING THE AGREEMENT TO THE U.S. DEPARTMENT OF EDUCATION, COLGATE UNIVERSITY RECEIVED, ON NOVEMBER 5, 2021, FUNDING IN THE AMOUNT OF $2,112,454. THE FUNDS ARE TO BE USED BY COLGATE TO ISSUE DIRECT GRANTS TO STUDENTS WHOSE LIVES HAVE BEEN DISRUPTED BY COVID-19. PURSUANT TO THE CARES ACT, THE GRANTS ARE TO BE USED BY STUDENTS FOR EXPENSES RELATED TO THE DISRUPTION OF CAMPUS OPERATIONS DUE TO THE CORONAVIRUS PANDEMIC SUCH AS HOUSING, FOOD, COURSE MATERIALS, TECHNOLOGY, HEALTHCARE AND CHILDCARE. DURING FISCAL YEAR ENDED JUNE 30, 2022, COLGATE UNIVERSITY HAS DISTRIBUTED 1,106 EMERGENCY FINANCIAL AID GRANTS UNDER SECTION 18004(A)(1) OF THE CARES ACT TO ITS STUDENTS.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
BRIAN W CASEY
PRESIDENT	$764,008	$0	$270,100	$0	$178,842	$0	$42,310	$0	$68,805	$0	$1,324,065	$0	$0	$0
JOSEPH S HOPE
SR. VP-FIN/ADM, CIO, TREASURER	$457,422	$0	$212,000	$0	$2,252	$0	$35,720	$0	$7,840	$0	$715,234	$0	$0	$0
KARL CLAUSS
VP FOR ADVANCEMENT	$370,455	$0	$25,000	$0	$40,892	$0	$42,867	$0	$39,602	$0	$518,816	$0	$0	$0
MATTHEW LANGEL
HEAD COACH MEN'S BASKETBALL	$425,172	$0	$47,500	$0	$852	$0	$35,720	$0	$7,840	$0	$517,084	$0	$0	$0
TRACEY HUCKS
DEAN OF FACULTY & PROVOST	$342,731	$0	$10,294	$0	$12,492	$0	$42,867	$0	$36,805	$0	$445,189	$0	$0	$0
LAURA JACK
VP OF COMMUNICATIONS	$230,148	$0	$56,638	$0	$91,579	$0	$27,410	$0	$9,105	$0	$414,880	$0	$0	$0
NICKI MOORE
VP & DIRECTOR OF ATHLETICS	$288,922	$0	$39,500	$0	$8,202	$0	$35,720	$0	$8,805	$0	$381,149	$0	$0	$0
PAUL MCLOUGHLIN
VP & DEAN OF THE COLLEGE	$245,308	$0	$57,200	$0	$1,002	$0	$29,770	$0	$44,105	$0	$377,385	$0	$0	$0
ROBERT TYBURSKI
VP & SENIOR ADVISOR	$274,843	$0	$8,148	$0	$4,362	$0	$40,418	$0	$7,840	$0	$335,611	$0	$0	$0
HANNA RODRIGUEZ-FARRAR
CHIEF OF STAFF, SECRETARY	$225,480	$0	$57,050	$0	$3,092	$0	$34,099	$0	$8,805	$0	$328,526	$0	$0	$0
ELLEN KRALY
INTERIM PROVOST & DEAN FACULTY	$265,329	$0	$5,719	$0	$4,252	$0	$39,791	$0	$7,840	$0	$322,931	$0	$0	$0
MERRILL MILLER
UNIV PHYSICIANS & ADJUNCT PROFESSOR	$236,193	$0	$30,833	$0	$3,716	$0	$33,946	$0	$7,840	$0	$312,528	$0	$0	$0
CHRISTOPHER WELLS
SENIOR ADVISOR TO PRESIDENT	$241,560	$0	$32,200	$0	$1,342	$0	$35,018	$0	$964	$0	$311,084	$0	$0	$0
GARY ROSS
VP & DEAN OF ADMISSIONS	$228,393	$0	$31,857	$0	$4,347	$0	$33,145	$0	$8,140	$0	$305,882	$0	$0	$0
BRENDT SIMPSON
INVESTMENT DIRECTOR	$181,727	$0	$84,194	$0	$1,002	$0	$21,540	$0	$15,981	$0	$304,444	$0	$0	$0
ELLEN LARSON
DIRECTOR OF STUDENT HEALTH SERVICES	$201,454	$0	$31,600	$0	$450	$0	$23,470	$0	$32,542	$0	$289,516	$0	$0	$0
CONSTANCE HARSH
FORMER DEAN OF FACULTY/PROVOST	$170,113	$0	$5,028	$0	$1,980	$0	$23,161	$0	$7,840	$0	$208,122	$0	$0	$0
MURRAY DECOCK
FORMER SR ADV/STRAT INITIATIVE	$0	$0	$0	$0	$125,000	$0	$0	$0	$3,680	$0	$128,680	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	FIRST CLASS OR CHARTER TRAVEL: PRESIDENT CASEY WAS PERMITTED TO FLY FIRST CLASS OR CHARTER DURING THE FISCAL YEAR ON BUSINESS TRIPS. RESIDENCE FOR PERSONAL USE: RESIDENCES FOR PERSONAL USE ARE PROVIDED ONLY WHEN IT IS SPECIFICALLY STATED IN AN EMPLOYMENT CONTRACT. SUCH ARRANGEMENTS ARE PROVIDED AS PART OF THE EMPLOYEE'S OVERALL COMPENSATION PACKAGE. PRESIDENT CASEY, TRACEY HUCKS, AND PAUL MCLOUGHLIN WERE REQUIRED TO LIVE ON THE COLGATE CAMPUS AS A CONDITION OF THEIR EMPLOYMENT AND FOR THE CONVENIENCE OF THE UNIVERSITY, THEREFORE THEIR HOUSING IS CONSIDERED A NON-TAXABLE FRINGE BENEFIT AND NOT INCLUDED IN THEIR W-2 WAGES. THE VALUE OF THE RESIDENCES PROVIDED FOR PERSONAL USE WERE $60,000, $28,000, AND $35,000 RESPECTIVELY, AND THESE AMOUNTS ARE REPORTED ON SCHEDULE J, PART II, COLUMN (D) AS NON-TAXABLE BENEFITS. HEALTH OR SOCIAL CLUB DUES: JOSEPH HOPE WAS PROVIDED WITH A CLUB MEMBERSHIP. THE MEMBERSHIP WAS TREATED AS TAXABLE COMPENSATION AND INCLUDED IN HIS W-2. PERSONAL SERVICES: PRESIDENT CASEY RECEIVES CERTAIN PERSONAL SERVICES PROVIDED AT HIS CAMPUS RESIDENCE. SUCH SERVICES WERE STIPULATED IN THEIR EMPLOYMENT CONTRACT. THE BENEFIT IS INCLUDED IN THE INDIVIDUAL'S FORM W-2, WHERE APPROPRIATE.
PART I, LINE 4A	MURRAY DECOCK RECEIVED A SEVERANCE PAYMENT OF $125,000. THIS IS CURRENTLY REPORTED ON SCHEDULE J, PART II, COLUMN B (III).
PART I, LINE 7	SEVERAL INDIVIDUALS RECEIVED NON-FIXED PERFORMANCE BASED PAYMENTS. THE NON-FIXED PAYMENTS ARE REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II).

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
MCCRC - SERIES 2012A
A	272499520	557363BJ6	2012-06-15	$30,709,683	REFI OF SERIES 2003A & 2003B	0	0	0
MCCRC - SERIES 2013A
B	272499520	557363BY3	2013-02-14	$49,773,660	REFI OF SERIES 2004A	0	0	0
MCCRC - SERIES 2015A
C	272499520	557363CK2	2015-05-14	$45,563,513	REFI OF SERIES 2005A	0	0	0
MCCRC - SERIES 2015B
D	272499520	557363DH8	2015-07-08	$54,998,052	NEW DORM AND OTHER CAMPUS PROJECTS	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Capital ExpendituresCapitalExpendituresAmt
A	$12,295,000	$12,270,000	$30,709,683	$490,076	$30,219,607	2012	0	Yes (1)	Yes (1)	Yes (1)
B		$41,185,000	$49,773,660	$759,011	$49,014,649	2013	0	Yes (1)	Yes (1)	Yes (1)
C			$45,563,513	$781,253	$44,782,260	2015	Yes (1)	0	Yes (1)	Yes (1)
D	$675,000		$55,079,749	$877,758		2017	0	0	Yes (1)	Yes (1)	$54,201,991

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd
A	0	Yes (1)	Yes (1)	0	Yes (1)
B	Yes (1)	Yes (1)	Yes (1)	0	Yes (1)
C	0	Yes (1)	Yes (1)	Yes (1)	Yes (1)	Yes (1)
D	0	Yes (1)	Yes (1)	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	0	Yes (1)	Yes (1)
B	0	Yes (1)	Yes (1)
C	Yes (1)	0	Yes (1)
D	0	Yes (1)	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
DATE REBATE COMPUTATION PERFORMED	ISSUER NAME: MCCRC - SERIES 2012A DATE THE REBATE COMPUTATION WAS PERFORMED: 06/15/2012 ISSUER NAME: MCCRC - SERIES 2013A DATE THE REBATE COMPUTATION WAS PERFORMED: 02/24/2013 ISSUER NAME: MCCRC - SERIES 2015B DATE THE REBATE COMPUTATION WAS PERFORMED: 02/24/2019
SCHEDULE K, PART I, COLUMN A, LINES A, B, C, D:	THE ISSUER NAME IS MADISON COUNTY CAPITAL RESOURCE CORPORATION.
SCHEDULE K, PART II, COLUMN D, LINE 3:	TOTAL PROCEEDS DIFFERS FROM ISSUE PRICE LISTED DUE TO INVESTMENT EARNINGS OF $81,696.
SCHEDULE K, PART II, COLUMNS A, B, C, LINE 11:	THE OTHER SPENT PROCEEDS ARE REFUNDING PROCEEDS OF THE ISSUE NO LONGER IN ESCROW.
SCHEDULE K, PART III, LINES 3C AND 3D:	THESE ARE RESEARCH AGREEMENTS THAT INVOLVE THE USE OF BOND FINANCED SPACE WHICH THE UNIVERSITY ROUTINELY ENGAGES BOND COUNSEL TO REVIEW WHETHER ANY RESEARCH AGREEMENTS RESULT IN PRIVATE BUSINESS USE. BASED ON REVIEW, NO KNOWN PRIVATE BUSINESS USE IS EVIDENT.
SCHEDULE K, PART IV, LINE 2B, COLUMN C:	THE SIX MONTHS SPENDING EXCEPTION WAS MET DUE TO THE FACT PROCEEDS WERE USED FOR REFUNDING A PRIOR ISSUE WITHIN SIX MONTHS AFTER THE DATE OF ISSUANCE.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
JASON SHUMAKER
SPOUSE OF KEY EMPLOYEE	$93,916	SEE PART V	0
ANASTASIA WELLS
SPOUSE OF KEY EMPLOYEE	$77,642	SEE PART V	0
KEITH TYBURSKI
SON OF FORMER KEY EMPLOYEE	$69,871	SEE PART V	0
WILLIAM MOORE
SPOUSE OF KEY EMPLOYEE	$60,000	SEE PART V	0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCH L, PART IV, COLUMN (D):	FormAndLineReferenceDesc
Explanation	FISCAL YEAR 2022 COMPENSATION AS AN EMPLOYEE OF COLGATE UNIVERSITY.	ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	321	ContributionCnt
Noncash Contributions Rpt F990	$32,402,696	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$21,016	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Real Estate Other RealEstateOtherGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$51,500	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	3	ContributionCnt
Noncash Contributions Rpt F990	$110,501	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	15	ContributionCnt
Noncash Contributions Rpt F990	$43,589	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	EQUIPMENT	1	$2,170	FMV
Yes (X)	BOARD EXPENSES	7	$7	FMV

Field	Value	IRS element (for citing)
Form8283 Received	2	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (1)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, COLUMN (B):	BASED ON THE NUMBER OF CONTRIBUTIONS.
PART I, LINE 32B:	ARRANGEMENTS WITH THIRD PARTIES OR RELATED ORGANIZATIONS. COLGATE UNIVERSITY GENERALLY USES NORTHERN TRUST AND CHARLES SCHWAB TO FACILITATE THE SALE OF PUBLICLY TRADED STOCK.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 1 & PART III, LINE 1:	COLGATE UNIVERSITY'S MISSION IS TO PROVIDE A DEMANDING, EXPANSIVE EDUCATIONAL EXPERIENCE TO A SELECT GROUP OF DIVERSE, TALENTED, INTELLECTUALLY SOPHISTICATED STUDENTS WHO ARE CAPABLE OF CHALLENGING THEMSELVES, THEIR PEERS AND THEIR TEACHERS IN A SETTING THAT BRINGS TOGETHER LIVING AND LEARNING. THE EDUCATIONAL MISSION OF THE UNIVERSITY IS TO DEVELOP WISE, THOUGHTFUL, CRITICAL THINKERS AND PERCEPTIVE LEADERS BY ENCOURAGING YOUNG MEN AND WOMEN TO FULFILL THEIR POTENTIAL THROUGH RESIDENCE IN A COMMUNITY THAT VALUES ALL FORMS OF INTELLECTUAL RIGOR AND RESPECTS THE COMPLEXITY OF HUMAN UNDERSTANDING.
FORM 990, PART VI, SECTION A, LINE 2	TRUSTEE MICHAEL HERLING AND FORMER KEY EMPLOYEE MURRAY DECOCK HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11B	MANAGEMENT WORKS TOGETHER WITH ITS TAX PROFESSIONALS TO GATHER THE REQUIRED INFORMATION NECESSARY TO PREPARE A DRAFT OF THE FORM 990. ONCE A DRAFT IS COMPLETED, IT IS THEN REVIEWED WITH THE AUDIT COMMITTEE, MANAGEMENT, AND THE TAX PROFESSIONALS. ONCE THE REVIEW IS COMPLETED AND EDITS ARE MADE, A COMPLETE COPY OF THE UNIVERSITY'S FINAL FORM 990 (INCLUDING ALL REQUIRED SCHEDULES), AS ULTIMATELY FILED WITH THE IRS, IS DISTRIBUTED TO THE FULL BOARD BEFORE ITS FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C	EACH TRUSTEE AND OFFICER OF COLGATE UNIVERSITY IS REQUIRED TO COMPLETE ANNUALLY, IN WRITING, COLGATE'S DISCLOSURE FORM, WHICH REQUIRES DISCLOSURE OF (A) ANY FINANCIAL OR BUSINESS RELATIONSHIPS THAT HE OR SHE, OR ANY FAMILY MEMBER, HAS WITH COLGATE OR ANY AFFILIATED ORGANIZATIONS, AND (B) OTHER PERSONAL, FAMILY, FINANCIAL, OR BUSINESS RELATIONSHIPS THAT OTHERWISE COULD BE CONSTRUED TO AFFECT THE INDEPENDENCE OR UNBIASED JUDGMENT OF SUCH TRUSTEE OR OFFICER IN LIGHT OF HIS OR HER DECISION-MAKING AUTHORITY OR RESPONSIBILITIES FOR COLGATE. THE DISCLOSURE STATEMENTS ARE SUBMITTED TO THE TREASURER'S OFFICE AND ARE REVIEWED BY THAT OFFICE, OUTSIDE COUNSEL TO THE UNIVERSITY AND THE CHAIR OF THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. A REPORT IS MADE TO THE FULL AUDIT COMMITTEE AND THE BOARD OF TRUSTEES. IN THE EVENT A CONFLICT OF INTEREST IS IDENTIFIED, THE MATTER IS ADDRESSED INITIALLY BY THE AUDIT COMMITTEE AND, IF NECESSARY, BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 15	COLGATE UNIVERSITY HAS AN INDEPENDENT COMPENSATION COMMITTEE THAT ANNUALLY REVIEWS THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES. THE COMPENSATION COMMITTEE CONSIDERS MARKET AND SURVEY DATA. THE COMMITTEE'S DELIBERATIONS ARE REFLECTED IN ITS MINUTES. THE PROCESS FOR DETERMINING THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIALS, INCLUDING THE PRESIDENT, ALL OFFICERS, AND KEY EMPLOYEES, IS REASONABLE AND SATISFIES THE REBUTTABLE PRESUMPTION OF TREASURY REGULATION 53.4958-6. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY THE ORGANIZATION'S EXECUTIVE COMPENSATION COMMITTEE. THE COMMITTEE IS APPOINTED BY THE BOARD OF TRUSTEES FOR THE PURPOSE OF ASSISTING THE BOARD IN FULFILLING ITS RESPONSIBILITY TO THE ORGANIZATION AND THE COMMUNITY TO ENSURE THAT THE COMPENSATION COMPLIES WITH THE ORGANIZATION'S POLICIES. THE COMMITTEE IS COMPRISED OF TRUSTEES WHO ARE INDEPENDENT OF MANAGEMENT AND THE ORGANIZATION AND FREE OF CONFLICTS OF INTEREST, THEREBY PLACING THEM IN A POSITION TO EXERCISE INDEPENDENT JUDGMENT. PRIOR TO MAKING ANY COMPENSATION DECISIONS, THE EXECUTIVE COMPENSATION COMMITTEE OBTAINED AND RELIED UPON APPROPRIATE COMPENSATION DATA FROM COMPARABLE INSTITUTIONS. THE COMMITTEE CONTRACTS WITH AN INDEPENDENT COMPENSATION CONSULTANT AND USES LOCAL AND NATIONAL COMPENSATION SURVEYS TO SET COMPENSATION LEVELS. FINALLY, THE EXECUTIVE COMPENSATION COMMITTEE ADEQUATELY AND CONTEMPORANEOUSLY DOCUMENTED THE BASIS FOR ITS COMPENSATION DECISIONS.
FORM 990, PART VI, SECTION C, LINE 19	THE UNIVERSITY MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA ITS WEBSITE. ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:	CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -3,984,184. POST RETIREMENT BENEFIT OBLIGATION 1,323,250.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
COLGATE INN LLC
11 PAYNE STREET	HAMILTON	NY	13346	161601117	REAL ESTATE	NY	$4,856,152	$8,813,547	COLGATE UNIVERSITY
HAMILTON HOUSING INITIATIVE LLC
13 OAK DRIVE	HAMILTON	NY	13346	842968553	HOUSING	NY	$4,876,295	$5,512,041	COLGATE UNIVERSITY
HAMILTON INITIATIVE LLC
PO BOX 219	HAMILTON	NY	13346	161584169	REAL ESTATE	NY	$546,729	$7,106,845	COLGATE UNIVERSITY
PALACE THEATER LLC
PO BOX 207	HAMILTON	NY	13346	010549094	ARTS VENUE	NY	$157	$1,142,285	COLGATE UNIVERSITY
HAMILTON THEATER LLC
7 LEBANON STREET PO BOX 1895	HAMILTON	NY	13346	050535870	MOVIE THEATER	NY	$249,271	$3,976,008	COLGATE UNIVERSITY
HAMILTON HOTEL LLC
13 OAK DRIVE	HAMILTON	NY	13346	852077920	LODGING	NY	$153,191	$4,747,508	COLGATE UNIVERSITY

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	COLGATE ALUMNI CORPORATION INC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	13 OAK DRIVE	AddressLine1Txt
City	HAMILTON	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	13346	ZIPCd

Field	Value	IRS element (for citing)
EIN	150532083	EIN
Primary Activities	ALUMNI AFFAIRS	PrimaryActivitiesTxt
Legal Domicile State	NY	LegalDomicileStateCd
Exempt Code Section	501 (C) (3)	ExemptCodeSectionTxt
Public Charity Status	12	PublicCharityStatusTxt
Direct Controlling NA	N/A	DirectControllingNACd
Controlled Organization	0	ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd
CHARITABLE ANNUITY TRUSTS (1)
13 OAK DRIVE	HAMILTON	NY	13346	SUPPORT	NY	N/A	T	Yes (1)
CHARITABLE UNITRUSTS (24)
13 OAK DRIVE	HAMILTON	NY	13346	SUPPORT	NY	N/A	T	Yes (1)
POOLED INCOME FUNDS
13 OAK DRIVE	HAMILTON	NY	13346	SUPPORT	NY	N/A	T	Yes (1)
CRATSCRUTS - COLGATE IS NOT THE TRUSTEE
13 OAK DRIVE	HAMILTON	NY	13346	SUPPORT	NY	N/A	T	Yes (1)
CHARITABLE REMAINDER UNITRUST
13 OAK DRIVE	HAMILTON	NY	13346	SUPPORT	NY	N/A	T	Yes (1)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CHARITABLE UNITRUSTS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	S	TransactionTypeTxt
Involved	$1,189,622	InvolvedAmt
Method Of Amount Determination	FMV	MethodOfAmountDeterminationTxt