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TRUSTEES OF HAMILTON COLLEGE: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
TRUSTEES OF HAMILTON COLLEGE (EIN 15-0532200)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-10
IRS object ID
202201309349303390
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-10T14:47:23-07:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN150532200EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRUSTEES OF HAMILTON COLLEGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRUSBusinessNameControlTxt
Phone3158594011PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1198 College Hill RdAddressLine1Txt
CityClintonCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13323ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKaren LeachPersonNm
Person TitleVP, Administration & FinancePersonTitleTxt
Phone3158594524PhoneNum
Signature2022-05-10SignatureDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer1TrustedCustomerCd
OOB Security Verification11OOBSecurityVerificationCd
Last Submission Rqr OOB1LastSubmissionRqrOOBCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKaren LeachPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1198 College Hill RoadAddressLine1Txt
CityClintonCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13323ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$490,565,865GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.hamilton.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1812FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionHamilton College prepares students for lives of meaning, purpose, and active citizenship. Guided by the motto "Know Thyself," the College emphasizes intellectual growth, flexibility, and collaboration in a residential academic community. Hamilton students learn to think independently, embrace difference, write and speak persuasively, and engage issues ethically and creatively. One of America's first liberal arts colleges, Hamilton enables its students to effect positive change in the world.ActivityOrMissionDesc
Voting Members Governing Body41VotingMembersGoverningBodyCnt
Voting Members Independent40VotingMembersIndependentCnt
Total Employee2218TotalEmployeeCnt
Total Volunteers1257TotalVolunteersCnt
Total Gross UBI$392,549TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$291,618NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$35,796,951PYContributionsGrantsAmt
CY Contributions Grants$60,690,458CYContributionsGrantsAmt
PY Program Service Revenue$133,001,952PYProgramServiceRevenueAmt
CY Program Service Revenue$137,670,165CYProgramServiceRevenueAmt
PY Investment Income$51,257,154PYInvestmentIncomeAmt
CY Investment Income$80,432,304CYInvestmentIncomeAmt
PY Other Revenue$75,671PYOtherRevenueAmt
CY Other Revenue$95,143CYOtherRevenueAmt
PY Total Revenue$220,131,728PYTotalRevenueAmt
CY Total Revenue$278,888,070CYTotalRevenueAmt
PY Grants And Similar Paid$46,134,498PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$47,223,650CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$79,935,793PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$80,845,811CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$5,823,558CYTotalFundraisingExpenseAmt
PY Other Expenses$73,728,686PYOtherExpensesAmt
CY Other Expenses$76,433,744CYOtherExpensesAmt
PY Total Expenses$199,798,977PYTotalExpensesAmt
CY Total Expenses$204,503,205CYTotalExpensesAmt
PY Revenues Less Expenses$20,332,751PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$74,384,865CYRevenuesLessExpensesAmt
Total Assets BOY$1,394,895,135TotalAssetsBOYAmt
Total Assets EOY$1,847,174,576TotalAssetsEOYAmt
Total Liabilities BOY$167,365,135TotalLiabilitiesBOYAmt
Total Liabilities EOY$207,520,576TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,227,530,000NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,639,654,000NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionA liberal arts college chartered in 1812, Hamilton College has an enrollment of approximately 1920 students, representing 47 states and 49 countries, and offers 57 areas of study 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 29 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$169,550,734ExpenseAmt
Grant$47,223,650GrantAmt
Revenue$137,765,308RevenueAmt
DescProviding a liberal arts education to approximately 1920 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's Full Time Equivalent Faculty was 211 and most hold the highest obtainable degree in their field.Desc
Total Other Prog Srvc Expense$0TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$169,550,734TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5111IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2218EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryFRForeignCountryCd
Foreign CountryCHForeignCountryCd
Foreign CountrySPForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncYes (1)SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members41GoverningBodyVotingMembersCnt
Independent Voting Member40IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Hamilton College Business OfficeBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3158594313PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1198 College Hill RdAddressLine1Txt
CityClintonCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13323ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtKey EmployeeKeyEmployeeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Anne Dinneen
Chief Investment Officer400Yes (X)$1,029,518$0$231,928
David Wippman
President400$574,423$0$184,826Yes (X)Yes (X)
Sara Orr
Director of Investments400$391,216$0$8,926Yes (X)
Karen L Leach
VP Admin & Finance400$352,266$0$42,450Yes (X)
Suzanne Keen
Vice President for Academic Affairs400Yes (X)$281,252$0$84,491
Monica Inzer
VP Enrollment Management400Yes (X)$290,206$0$59,227
Alexander Doucette
Director of Investments400$310,583$0$37,298Yes (X)
Theresa Martinez
Vice President for Student Affairs400Yes (X)$237,106$0$77,296
Lori Dennison
VP Comm & Development400Yes (X)$265,576$0$40,099
Roger Wakemen
Associate VP for Facilities400$228,762$0$34,289Yes (X)
Frank Anechiarico
Professor400$218,870$0$28,865Yes (X)
Melissa Richards
VP, Communications400Yes (X)$220,879$0$21,069
Barbara Tewksbury
Professor400$211,384$0$28,150Yes (X)
Joseph Shelley
VP for Library and Information Technology400Yes (X)$193,996$0$31,522
Gillian King
Chief of Staff and Secretary400$154,140$0$22,123Yes (X)
Aron J Ain
Trustee2.000$0$0$0Yes (X)
Mason Ashe
Trustee20$0$0$0Yes (X)
Manal Ataya
Trustee20$0$0$0Yes (X)
Richard Bernstein
Trustee3.000$0$0$0Yes (X)
Betsy Bacot
Trustee20$0$0$0Yes (X)
Adutya Bhasin
Trustee20$0$0$0Yes (X)
Harold Bogle
Trustee3.000$0$0$0Yes (X)
Johannes Burlin
Trustee20$0$0$0Yes (X)
Robert Delaney Jr
Trustee3.000$0$0$0Yes (X)
Peter Coffin
Trustee20$0$0$0Yes (X)
Julia Cowles
Trustee2.000$0$0$0Yes (X)
Mark Fedorcik
Trustee20$0$0$0Yes (X)
Ann Goizueta
Trustee20$0$0$0Yes (X)
James Hacker
Trustee20$0$0$0Yes (X)
Philip Hawkins
Trustee20$0$0$0Yes (X)
John Hadity
Trustee20$0$0$0Yes (X)
David Hess
Trustee20$0$0$0Yes (X)
Alison Hill
Trustee20$0$0$0Yes (X)
Amy Goodfriend
Trustee20$0$0$0Yes (X)
Gregory Hoogkamp
Trustee20$0$0$0Yes (X)
Linda Johnson
Trustee5.000$0$0$0Yes (X)
Lea Haber Kuck
Trustee20$0$0$0Yes (X)
Christopher P Marshall
Trustee20$0$0$0Yes (X)
Robert Morris
Trustee20$0$0$0Yes (X)
Daniel Nye
Trustee20$0$0$0Yes (X)
Kathleen O'Connor Stewart
Trustee20$0$0$0Yes (X)
Montgomery Pooley
Trustee20$0$0$0Yes (X)
Ronald Pressman
Trustee20$0$0$0Yes (X)
Imad Qasim
Trustee20$0$0$0Yes (X)
R Christopher Regan
Trustee20$0$0$0Yes (X)
Nancy Roob
Trustee20$0$0$0Yes (X)
Dan Rifkin
Trustee20$0$0$0Yes (X)
Alexander Sacerdote
Trustee30$0$0$0Yes (X)
Stephen Sadove
Trustee5.000$0$0$0Yes (X)Yes (X)
Greg Schwartz
Trustee20$0$0$0Yes (X)
Jack R Selby
Trustee20$0$0$0Yes (X)
David Solomon
Trustee20$0$0$0Yes (X)
Sharon Walker
Trustee20$0$0$0Yes (X)
Srilata Zaheer
Trustee20$0$0$0Yes (X)
Sharon Madison
Trustee20$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,960,177TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$932,559TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K183IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Business Name Line2ContractorName/BusinessName/BusinessNameLine2TxtAddress Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Compass Group USA
Bon Appetit9137 Collections DrChicagoIL60693Dining Services$6,990,900
Lechase Construction Services
205 Indigo Creek DrRochesterNY14626construction services$2,665,479
Broad Institute
415 Main StCambridgeMA01041COVID testing$4,036,150
Daniel O'Connell's Son's Inc
800 Kelly WayHolyokeMA01041Design services$2,220,773
Adams and Reese LLP
PO Box 2153BirminghamAL35287Legal services$477,377
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K30CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$4,712,593GovernmentGrantsAmt
All Other Contributions$55,977,865AllOtherContributionsAmt
Noncash Contributions$10,475,442NoncashContributionsAmt
Total Contributions$60,690,458TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Tuition and Fees611310$111,770,091$111,770,091$0$0
Room and Board611310$24,862,744$24,862,744$0$0
Auxiliary Operations611310$352,847$352,847$0$0
Application Fees611310$250,752$250,752$0$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$433,731TotalRevenueColumnAmt
Related Or Exempt Func Income$433,731RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$137,670,165TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,893,304TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$392,549UnrelatedBusinessRevenueAmt
Exclusion$10,500,755ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$242,938RealAmt
Personal$0PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$147,795RealAmt
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$95,143RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$95,143TotalRevenueColumnAmt
Related Or Exempt Func Income$95,143RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$281,069,000SecuritiesAmt
Other$0OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$211,530,000SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$69,539,000SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$69,539,000TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$69,539,000ExclusionAmt
FieldValueIRS element (for citing)
Contri Rpt Fundraising Event$0ContriRptFundraisingEventAmt
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$278,888,070TotalRevenueColumnAmt
Related Or Exempt Func Income$137,765,308RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$392,549UnrelatedBusinessRevenueAmt
Exclusion$80,039,755ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$146,800TotalAmt
Program Services$146,800ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$47,052,700TotalAmt
Program Services$47,052,700ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$24,150TotalAmt
Program Services$24,150ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,960,175TotalAmt
Program Services$1,434,813ProgramServicesAmt
Management And General$3,259,786ManagementAndGeneralAmt
Fundraising$265,576FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$57,348,905TotalAmt
Program Services$49,208,300ProgramServicesAmt
Management And General$4,380,056ManagementAndGeneralAmt
Fundraising$3,760,549FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$5,983,082TotalAmt
Program Services$4,862,885ProgramServicesAmt
Management And General$733,598ManagementAndGeneralAmt
Fundraising$386,599FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$8,001,633TotalAmt
Program Services$6,503,508ProgramServicesAmt
Management And General$981,096ManagementAndGeneralAmt
Fundraising$517,029FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,552,016TotalAmt
Program Services$3,699,754ProgramServicesAmt
Management And General$558,132ManagementAndGeneralAmt
Fundraising$294,130FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$917,877TotalAmt
Management And General$875,231ManagementAndGeneralAmt
Fundraising$42,646FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$305,487TotalAmt
Management And General$305,487ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$1,000TotalAmt
Management And General$1,000ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$11,892,000TotalAmt
Management And General$11,892,000ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,144,951TotalAmt
Program Services$3,263,165ProgramServicesAmt
Management And General$1,779,212ManagementAndGeneralAmt
Fundraising$102,574FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$295,246TotalAmt
Program Services$254,750ProgramServicesAmt
Management And General$40,496ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$12,215,211TotalAmt
Program Services$11,050,544ProgramServicesAmt
Management And General$944,113ManagementAndGeneralAmt
Fundraising$220,554FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,126,294TotalAmt
Program Services$1,169,462ProgramServicesAmt
Management And General$956,832ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$4,435,295TotalAmt
Program Services$4,315,542ProgramServicesAmt
Management And General$88,706ManagementAndGeneralAmt
Fundraising$31,047FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,414,877TotalAmt
Program Services$1,304,035ProgramServicesAmt
Management And General$98,528ManagementAndGeneralAmt
Fundraising$12,314FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$105,709TotalAmt
Program Services$84,917ProgramServicesAmt
Management And General$9,218ManagementAndGeneralAmt
Fundraising$11,574FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$5,949,000TotalAmt
Program Services$5,653,000ProgramServicesAmt
Management And General$296,000ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$17,347,000TotalAmt
Program Services$16,895,978ProgramServicesAmt
Management And General$277,552ManagementAndGeneralAmt
Fundraising$173,470FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,266,907TotalAmt
Program Services$10,602ProgramServicesAmt
Management And General$1,256,305ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Food Service$10,201,611$10,201,611$0$0
COVID Student Assistance$627,850$627,850$0$0
Resident Advisor Room Charges$549,724$549,724$0$0
Taxes and Fees$642,342$642,342$0$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$995,363TotalAmt
Program Services$594,302ProgramServicesAmt
Management And General$395,565ManagementAndGeneralAmt
Fundraising$5,496FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$204,503,205TotalAmt
Program Services$169,550,734ProgramServicesAmt
Management And General$29,128,913ManagementAndGeneralAmt
Fundraising$5,823,558FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$34,772,003BOYAmt
EOY$37,807,531EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$19,643,195BOYAmt
EOY$23,202,870EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,547,402BOYAmt
EOY$2,066,911EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$678,281BOYAmt
EOY$818,436EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,933,807BOYAmt
EOY$5,378,956EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$550,617,436LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$299,787,680LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$245,894,000BOYAmt
EOY$250,829,756EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$500,118,049BOYAmt
EOY$655,926,000EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$573,369,243BOYAmt
EOY$811,174,576EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$4,808,728BOYAmt
EOY$44,537,000EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$7,130,427BOYAmt
EOY$15,432,540EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,394,895,135BOYAmt
EOY$1,847,174,576EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$9,040,054BOYAmt
EOY$12,440,067EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$30,423,946BOYAmt
EOY$66,117,701EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$100,570,487BOYAmt
EOY$100,596,752EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$27,330,648BOYAmt
EOY$28,366,056EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$167,365,135BOYAmt
EOY$207,520,576EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$299,427,000BOYAmt
EOY$370,529,000EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$928,103,000BOYAmt
EOY$1,269,125,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,227,530,000BOYAmt
EOY$1,639,654,000EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,394,895,135BOYAmt
EOY$1,847,174,576EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$74,384,865ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$338,903,000NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments-$1,313,865PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$150,000OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,129,125CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,473,045CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,348,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,796,951CurrentTaxYearMinus1YearAmt
Current Tax Year$60,690,458CurrentTaxYearAmt
Total$162,437,579TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,129,125CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,473,045CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,348,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,796,951CurrentTaxYearMinus1YearAmt
Current Tax Year$60,690,458CurrentTaxYearAmt
Total$162,437,579TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$21,575,392SubstantialContributorsTotAmt
Public Support Total170$140,862,187PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,916,767CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$722,096CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,004,145CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,204,534CurrentTaxYearMinus1YearAmt
Current Tax Year$10,743,693CurrentTaxYearAmt
Total$28,591,235TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$142,760CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,002,387CurrentTaxYearMinus3YearsAmt
Total$3,145,147TotalAmt
FieldValueIRS element (for citing)
Total Support$194,173,961TotalSupportAmt
Gross Receipts Rltd Activities$653,711,644GrossReceiptsRltdActivitiesAmt
Public Support CY1700.72544PublicSupportCY170Pct
Public Support PY1700.78600PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$1,000OtherActivitiesAmt
Total Lobbying Expenditures$1,000TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1FormAndLineReferenceDesc
ExplanationThe College pays membership dues to the National Association of Independent Colleges and Universities. Approximately 7% of the annual dues are attributable to lobbying activities.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held6DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held6FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$947,926DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$947,926FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$120,000DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$458,500FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$2,193,005DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$2,193,005FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$1,162,349RevenuesIncludedAmt
Assets Included$10,906,652AssetsIncludedAmt

Held Works Art HeldWorksArtGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$0AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,020,321,000BeginningYearBalanceAmt
Contributions$44,748,000ContributionsAmt
Investment Earnings Or Losses$401,883,304InvestmentEarningsOrLossesAmt
Grants Or Scholarships$18,516,311GrantsOrScholarshipsAmt
Other Expenditures$25,533,689OtherExpendituresAmt
Administrative Expenses$11,366,304AdministrativeExpensesAmt
End Year Balance$1,411,536,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$969,362,000BeginningYearBalanceAmt
Contributions$30,951,000ContributionsAmt
Investment Earnings Or Losses$72,919,300InvestmentEarningsOrLossesAmt
Grants Or Scholarships$17,969,100GrantsOrScholarshipsAmt
Other Expenditures$24,528,900OtherExpendituresAmt
Administrative Expenses$10,413,300AdministrativeExpensesAmt
End Year Balance$1,020,321,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$964,169,595BeginningYearBalanceAmt
Contributions$10,806,000ContributionsAmt
Investment Earnings Or Losses$41,791,175InvestmentEarningsOrLossesAmt
Grants Or Scholarships$16,429,800GrantsOrScholarshipsAmt
Other Expenditures$24,106,200OtherExpendituresAmt
Administrative Expenses$6,868,770AdministrativeExpensesAmt
End Year Balance$969,362,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$905,758,539BeginningYearBalanceAmt
Contributions$9,667,056ContributionsAmt
Investment Earnings Or Losses$93,237,883InvestmentEarningsOrLossesAmt
Grants Or Scholarships$15,628,604GrantsOrScholarshipsAmt
Other Expenditures$23,245,396OtherExpendituresAmt
Administrative Expenses$5,619,883AdministrativeExpensesAmt
End Year Balance$964,169,595EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$817,209,547BeginningYearBalanceAmt
Contributions$10,546,763ContributionsAmt
Investment Earnings Or Losses$122,252,396InvestmentEarningsOrLossesAmt
Grants Or Scholarships$15,988,106GrantsOrScholarshipsAmt
Other Expenditures$22,241,094OtherExpendituresAmt
Administrative Expenses$6,020,967AdministrativeExpensesAmt
End Year Balance$905,758,539EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.17BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.21PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.62TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$40,247,753OtherCostOrOtherBasisAmt
Book Value$40,247,753BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$399,342,310OtherCostOrOtherBasisAmt
Depreciation$228,873,290DepreciationAmt
Book Value$170,469,020BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

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

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$92,566,576OtherCostOrOtherBasisAmt
Depreciation$70,288,757DepreciationAmt
Book Value$22,277,819BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$18,460,797OtherCostOrOtherBasisAmt
Depreciation$625,633DepreciationAmt
Book Value$17,835,164BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$250,829,756TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Faculty Mortgages$2,197,415F
Real Estate$29,920,595F
Energy$32,947,380F
Hedge Funds$420,471,169F
Private Equity$325,638,017F
FieldValueIRS element (for citing)
Total Book Value Securities$811,174,576TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
Annuity Payable$15,912,717
Liability Under Securities Lending Transactions$1,977,700
Deposits and Advances$2,801,270
Postretirement Benefit Obligations$2,538,091
Asset Retirement Obligation$1,708,343
Donor Advised Funds$3,427,935
FieldValueIRS element (for citing)
Total Liability$28,366,056TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$604,883,000TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$338,903,000NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants$0RecoveriesPriorYearGrantsAmt
Other Revenue-$1,163,865OtherRevenueAmt
Revenue Not Reported$337,739,135RevenueNotReportedAmt
Revenue Subtotal$267,143,865RevenueSubtotalAmt
Investment Expenses Not Incld$11,892,000InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$147,795OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$11,744,205RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$278,888,070TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$192,759,000TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$0DonatedServicesUseFcltsAmt
Prior Year Adjustments$0PriorYearAdjustmentsAmt
Losses Reported$0LossesReportedAmt
Other Expenses Included$147,795OtherExpensesIncludedAmt
Expenses Not Reported$147,795ExpensesNotReportedAmt
Expenses Subtotal$192,611,205ExpensesSubtotalAmt
Investment Expenses Not Incld2$11,892,000InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$11,892,000ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$204,503,205TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 4While the ultimate purpose of the Museum is to increase the educational scope and opportunity for appreciation of the fine arts by Hamilton students, it also seeks to enrich campus culture 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.
Schedule D, Part V, Line 4Endowment funds are used largely for scholarship, professorships, and other academic programs of the College including support for library, research activities, and internship support for students.
Schedule D, Part X, Line 2The 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. The College believes it has taken no significant uncertain tax positions.
Schedule D, Part XI, Line 2dChange in annuity and life income obligations and write off of prior year pledge amounts.
Schedule D, Part XI, Line 4bFaculty Rental Housing Expenses
Schedule D, Part XII, Line 2dFaculty Rental Housing Expenses

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3The College complies with all relevant state and federal laws on non discrimination. The Director of Community Standards in the Student Life Division is responsible for coordinating the College's efforts to comply with Title IX of the Education Amendment of 1972 as well as its procedures for dealing with harassment on the basis of age, gender or gender identity, race, color, national origin, sexual and affectional orientation or any other characteristic protected by law. The College's non discrimination policy is stated on its website and included in its employee and student handbooks, employment advertising.
Schedule E, Part I, Line 6The College receives federal funding from the SEOG, Pell, and federal work study programs for scholarship aid to students. The College also receives funding from the NYS Higher Education Opportunity Program and the NYS Aid to Private Colleges. Due to the COVID-19 pandemic, the College received HEERF funding as well.
Schedule E, Part I, Line 6aThe College receives federal funding from the SEOG, Pell and federal work study programs for scholarship aid to students. The College also receives funding from the NYS Higher Education Opportunity Program and the NYS Aid to Private Colleges. Due to the COVID-19 pandemic, the College received HEERF funding as well.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Europe (including Iceland and Greenland)26Program ServicesHamilton Study Abroad$672,147
East Asia and the Pacific11Program ServicesHamilton Study Abroad$133,015
East Asia and the PacificGrantmakingFinancial aid while studying abroad$20,282
Sub-Saharan AfricaGrantmakingFinancial aid while studying abroad$3,868
Central America and the Caribbean00InvestmentsEndowment Investments$728,501,797
Europe (including Iceland and Greenland)00InvestmentsEndowment Investments$2,109,580
FieldValueIRS element (for citing)
Total Office3TotalOfficeCnt
Total Employee7TotalEmployeeCnt
Total Spent$731,440,689TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmt
Financial aid while studying abroadEast Asia and the Pacific1$20,282$0
Financial aid while studying abroadSub-Saharan Africa1$3,868$0
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2The 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 on the demonstrated need of each student and are credited directly to the student's account.
Schedule F, Part I, Line 3All expenses and grants, listed in Part I are based upon the accrual method of accounting.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (7 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Kirkland Art Center
PO Box 2139 1/2 East Park RowClintonNY13323150618473501(c)3$20,000Grant to support local arts community
Kirkland Town Library
55 1/2 College StClintonNY13323150543588501(c)3$8,500Grant to support local library.
Kirkland Trails
PO Box 86ClintonNY13323834422761501(c)3$20,105grant for local community trail development
Clinton School Foundation
75 Chenango AveClintonNY13323161413396501(c)3$15,700Grant to support local school activities
Clinton School
75 Chenango SchoolClintonNY13323156002171501(c)3$23,550Grant to support local school.
Clinton Early Learning Center
75 ChenangoClintonNY13323161019364501(c)3$10,000Grant to support local daycare center
Clinton Fire Department
PO Box 134ClintonNY13323300504957501(c)3$20,000Grant to support local fire department.
FieldValueIRS element (for citing)
Total501c3 Org9Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Financial Aid1000$45,407,653
Prizes, Awards, Research Stipends to Students302$1,017,197
Distribution of Higher Education Emergency Relief fund dollars to qualified students1015$627,850

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2FormAndLineReferenceDesc
ExplanationThe College follows federal guidelines for determining the financial need of each student. The College Board profile and the FAFSA (Free Application for Federal Student Aid) provides information to determine financial need. Grants and scholarships are awarded based on the demonstrated need of each student. The College also distributed HEERF Funds to qualified students in accordance with federal regulations. The College has a Town Gown Committee which awards small grants to local community organizations based on submitted proposals.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Anne Dinneen
Chief Investment Officer$440,834$0$450,000$0$138,684$0$216,000$0$15,928$0$1,261,446$0$138,204$0
David Wippman
President$557,456$0$0$0$16,967$0$123,472$0$61,354$0$759,249$0$0$0
Sara Orr
Director of Investments$250,000$0$140,000$0$1,216$0$6,275$0$2,651$0$400,142$0$0$0
Karen L Leach
VP Admin & Finance$340,648$0$0$0$11,618$0$28,500$0$13,950$0$394,716$0$0$0
Alexander Doucette
Director of Investments$220,409$0$90,000$0$174$0$28,500$0$8,798$0$347,881$0$0$0
Monica Inzer
VP Enrollment Management$281,781$0$0$0$8,425$0$28,297$0$30,930$0$349,433$0$0$0
Suzanne Keen
Vice President for Academic Affairs$280,006$0$0$0$1,246$0$28,500$0$55,991$0$365,743$0$0$0
Lori Dennison
VP Comm & Development$255,760$0$0$0$9,816$0$26,521$0$13,578$0$305,675$0$0$0
Theresa Martinez
Vice President for Student Affairs$236,092$0$0$0$1,014$0$24,400$0$52,896$0$314,402$0$0$0
Roger Wakemen
Associate VP for Facilities$228,235$0$0$0$527$0$23,754$0$10,535$0$263,051$0$0$0
Melissa Richards
VP, Communications$220,543$0$0$0$336$0$7,666$0$13,403$0$241,948$0$0$0
Frank Anechiarico
Professor$216,566$0$0$0$2,304$0$21,930$0$6,935$0$247,735$0$0$0
Barbara Tewksbury
Professor$203,519$0$0$0$7,865$0$21,138$0$7,012$0$239,534$0$0$0
Joseph Shelley
VP for Library and Information Technology$193,635$0$0$0$361$0$20,173$0$11,349$0$225,518$0$0$0
Gillian King
Chief of Staff and Secretary$153,295$0$0$0$845$0$15,525$0$6,598$0$176,263$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1aThe College requires the President, VP for Student Affairs, and VP for Academic Affairs to reside on campus as a condition of 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. Because these benefits are nontaxable, they are not included in the employee's W-2 statement. However, they are included in Part II, Column D. Business travel is allowed for the president and the CIO when traveling across the continent or overseas. Business air travel is allowed for other senior staff members when the travel is ten hours or more. Other services provided to the president include payment for membership in one club in Manhattan, such as the Yale Club, for the purpose of meeting with College constituents, sponsoring College events and otherwise conducting College business.
Schedule J, Part I, Line 7A contractual bonus is paid to the Chief Investment Officer. A discretionary bonus is paid to the Directors of Investments as determined by the CIO and Chair of Investment Committee based on their performance.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBusiness Name Line2IssuerName/BusinessNameLine2TxtBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
Dormitory Authority of State of NY
ASeries 2010146000293649905XD32010-02-11$13,984,775Refunding of bonds issued 2/11/99000
Oneida County Local Development Corporation
BSeries 2013273190422682440AT92013-07-02$23,886,715Complete construction of theater /studio arts building, renovate Minor Theater into a dormitory000
Oneida County Local Development
CCorporation Series 2021273190422682440CN02021-02-18$46,607,521Major renovations of campus buildings and refunding Series 2002 Bonds000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$11,265,000$0$13,985,658$0$0$0$279,695$0$0$85,792$13,619,288$02010Yes (1)0Yes (1)Yes (1)
B$2,955,000$0$23,899,197$0$0$0$268,037$0$0$23,631,160$0$02015000Yes (1)
C$0$0$46,607,521$0$0$0$463,379$0$0$325,963$5,995,824$39,822,355Yes (1)00Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndEngage Bond Counsel ContractsEngageBondCounselContractsInd
A000000000Yes (1)
B000000000Yes (1)
C00Yes (1)000.01370.013700Yes (1)Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A000Yes (1)0000Yes (1)
B000Yes (1)0000Yes (1)
C000Yes (1)0000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part II, Line 3-02/11/2010 13,984,775 Dormitory Authority of State of NYThe difference between the total on Line 3, Part II and column (e) in Part I is due to investment earnings of $883.
Schedule K, Part II, Line 3-07/02/2013 23,886,715 Oneida County Local Development CorporationThe difference between the total o Line 3, Part II and column (e) in Part I is due to investment earnings of $12,482.
Schedule K, Part IV, Line 2c-02/11/2010 13,984,775 Dormitory Authority of State of NYThe College hires a consultant to prepare and Arbitrage Rebate report annually. A final report was issued in July, 2021 for these bonds showing that no liability existed. The bonds have been fully refunded.
Schedule K, Part IV, Line 2c-07/02/2013 23,886,715 Oneida County Local Development CorporationThe College hires a consultant to prepare an Arbitrage Rebate Report annually. The rebate computation shows no liability exists was completed July, 2021.
Schedule K, Part IV, Line 2c-02/18/2021 46,607,521 Oneida County Local DevelopmentThe College hires a consultant to prepare an Arbitrage Rebate Report annually. The rebate computation shows no liability exists was completed March, 2022.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$1,162,349NoncashContributionsRptF990Amt
Method Of Determining RevenuesappraisalMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution148ContributionCnt
Noncash Contributions Rpt F990$9,285,393NoncashContributionsRptF990Amt
Method Of Determining Revenuesstock exchangeMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$27,700NoncashContributionsRptF990Amt
Method Of Determining RevenuesappraisalMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received4Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part IDonations are reported based on the number of contributions received in Part I, Column (b)
Schedule M, Part I, Line 32bCollege policy stipulates that gifts of securities are to be sold upon receipt. Investment firms are used to sell securities received as contributions.
Schedule M, Part I, Line 33The College received support for various events and other miscellaneous non cash gifts that were not reported as revenue.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III (Cont. 1)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 29 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.
Form 990, Part VI, Section B, Line 11bThe Form 990 is reviewed by the Audit Committee of the Board of Trustees and copies are provided to all trustees before it is filed with the IRS.
Form 990, Part VI, Section B, Line 12cOfficers, trustees, key employees and the next 5 highest compensated employees are required to complete a questionnaire regarding potential conflicts of interest on an annual basis. The questionnaires are reviewed by the Associate VP for Finance. If required, additional notification and action are taken.
Form 990, Part VI, Section B, Line 15The process of determining compensation for the President and Senior Officers of the College (including the Vice Presidents of Admin & Finance, LITS, Academic Affairs, Enrollment Management, Advancement, Student Life, Communications as well as the Chief Investment Officer and Chief of Staff) meets the requirements of the rebuttable presumption provisions under Treas Reg 53.4958-6. An annual review of comparability data from a national survey and a survey of 25 comparable schools are used to inform decisions. This information is reviewed by the Executive Compensation subcommittee of the Board and then a recommendation is made to the full Board for approval. Trustees are independent of management and free of any conflicts that would influence their judgement.
Form 990, Part VI, Section C, Line 19Governing documents, conflict of interest policy, and financial statements are posted to the College website at www.hamilton.edu.
Form 990, Part XI, Line 9Change in annuity and life income obligations

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Foundation Hamilton CollegeBusinessNameLine1Txt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line1Calle Castello Num 128AddressLine1Txt
Address Line2Piso BAJ Pta 1AddressLine2Txt
CityMadridCityNm
CountrySPCountryCd
Foreign Postal28006ForeignPostalCd
FieldValueIRS element (for citing)
Primary Activitieseducation of Spanish language and culturePrimaryActivitiesTxt
Legal Domicile Foreign CountrySPLegalDomicileForeignCountryCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Hamilton CollegeBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
Pooled Income Funds (3)
198 College Hill RdClintonNY13323TrustNYN/ATYes (1)
Charitable Remainder Annuity Trusts (3)
198 College Hill RdClintonNY13323TrustNYN/ATYes (1)
Charitable Remainder Unitrusts (20)
198 College Hill RdClintonNY13323TrustNYN/ATYes (1)
Charitable Remainder Unitrust (1)
43 Musket TrailSimsburyCT06070TrustCTN/ATYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Foundation Hamilton College
r$274,509The College transfers cash to its Foundation in Spain for the purpose of funding the study abroad program there.
Charitable Remainder Unitrust (1)
s$968,075A charitable remainder unitrust matured during the fiscal year and cash transferred to Hamilton College endowment per trust agreement.