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WILLIAMS COLLEGE: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
WILLIAMS COLLEGE (EIN 04-2104847)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-17
IRS object ID
202101379349305700
Schema version
2019v5.0
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)
Return2021-05-17T13:31:00-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19600 Brownsboro Road Suite 400AddressLine1Txt
CityLouisvilleCityNm
State AbbreviationKYStateAbbreviationCd
ZIP402411122ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042104847EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Williams CollegeBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone4135974412PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1HOPKINS HALL PO BOX 67AddressLine1Txt
CityWILLIAMSTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01267ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFREDERICK W PUDDESTERPersonNm
Person TitleVP FIN / ADMIN & TREASPersonTitleTxt
Signature2021-05-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRachel SpurlockPreparerPersonNm
PTINP00520729PTIN
Phone5023263996PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1MAUD S MANDELBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1HOPKINS HALL PO BOX 67AddressLine1Txt
CityWILLIAMSTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01267ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$684,526,964GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WILLIAMS.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1793FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE O.ActivityOrMissionDesc
Voting Members Governing Body23VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee3817TotalEmployeeCnt
Total Volunteers5635TotalVolunteersCnt
Total Gross UBI-$3,937,338TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$6,331,028NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$67,517,086PYContributionsGrantsAmt
CY Contributions Grants$53,444,284CYContributionsGrantsAmt
PY Program Service Revenue$150,978,403PYProgramServiceRevenueAmt
CY Program Service Revenue$151,735,391CYProgramServiceRevenueAmt
PY Investment Income$252,007,895PYInvestmentIncomeAmt
CY Investment Income$145,852,893CYInvestmentIncomeAmt
PY Other Revenue-$1,437,486PYOtherRevenueAmt
CY Other Revenue-$1,152,021CYOtherRevenueAmt
PY Total Revenue$469,065,898PYTotalRevenueAmt
CY Total Revenue$349,880,547CYTotalRevenueAmt
PY Grants And Similar Paid$55,985,339PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$57,958,040CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$144,925,561PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$152,406,824CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$9,772,058CYTotalFundraisingExpenseAmt
PY Other Expenses$124,057,843PYOtherExpensesAmt
CY Other Expenses$113,161,358CYOtherExpensesAmt
PY Total Expenses$324,968,743PYTotalExpensesAmt
CY Total Expenses$323,526,222CYTotalExpensesAmt
PY Revenues Less Expenses$144,097,155PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$26,354,325CYRevenuesLessExpensesAmt
Total Assets BOY$4,124,342,736TotalAssetsBOYAmt
Total Assets EOY$4,107,584,297TotalAssetsEOYAmt
Total Liabilities BOY$895,515,100TotalLiabilitiesBOYAmt
Total Liabilities EOY$921,315,777TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,228,827,636NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,186,268,520NetAssetsOrFundBalancesEOYAmt
MissionSEE SCHEDULE O.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$282,633,521ExpenseAmt
Grant$57,958,040GrantAmt
Revenue$151,735,391RevenueAmt
DescWILLIAMS IS AN INDEPENDENT LIBERAL ARTS COLLEGE FOR APPROXIMATELY 2,000 FULL-TIME UNDERGRADUATE AND 50 GRADUATE STUDENTS WHO COME FROM ALL OF THE 50 STATES and countries from around the world. THE WILLIAMS CURRICULUM OFFERS STUDY IN THE HUMANITIES, THE SOCIAL SCIENCES AND THE NATURAL SCIENCES AND COMBINES A BROAD EDUCATION WITH KNOWLEDGE OF ONE FIELD IN DEPTH. THE COLLEGE OFFERS THE BACHELOR OF ARTS DEGREE AT THE UNDERGRADUATE LEVEL. IN ADDITION, MASTER OF ARTS PROGRAMS IN POLICY ECONOMICS AND HISTORY OF ART ARE OFFERED.Desc
Total Program Service Expenses$282,633,521TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document3727IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3817EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryUKForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncYes (true)SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members23GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUSAN HOGANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4135974204PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 67AddressLine1Txt
CityWILLIAMSTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01267ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
MAUD MANDEL
PRESIDENT40.01.0Yes (X)Yes (X)$554,405$0$160,974
COOPER CAMPBELL JACKSON
TRUSTEE4.0Yes (X)$0$0$0
ELIZABETH A ANDERSEN
TRUSTEE4.0Yes (X)$0$0$0
ELIZABETH E ROBINSON
TRUSTEE/CHAIR6.0Yes (X)$0$0$0
GREGORY H WOODS
TRUSTEE4.0Yes (X)$0$0$0
GRETCHEN E HOWARD
TRUSTEE4.0Yes (X)$0$0$0
JEFFREY S HARLESTON
TRUSTEE4.0Yes (X)$0$0$0
JILLIAN E CHARLES
TRUSTEE4.0Yes (X)$0$0$0
JONATHAN D SOKOLOFF
TRUSTEE4.0Yes (X)$0$0$0
KATHERINE L QUEENEY
TRUSTEE4.0Yes (X)$0$0$0
LEILA JERE
TRUSTEE4.0Yes (X)$0$0$0
MARIAM B NAFICY
TRUSTEE4.0Yes (X)$0$0$0
MARK R TERCEK
TRUSTEE4.0Yes (X)$0$0$0
MARTHA WILLIAMSON
TRUSTEE4.0Yes (X)$0$0$0
MICHELE Y JOHNSON ROGERS
TRUSTEE4.0Yes (X)$0$0$0
NATHAN K SLEEPER
TRUSTEE4.0Yes (X)$0$0$0
NORIKO HONDA CHEN
TRUSTEE4.0Yes (X)$0$0$0
O ANDREAS HALVORSEN
TRUSTEE4.04.0Yes (X)$0$0$0
SARAH MOLLMAN UNDERHILL
TRUSTEE4.0Yes (X)$0$0$0
THOMAS M BELK
TRUSTEE4.0Yes (X)$0$0$0
TIMOTHY A BARROWS
TRUSTEE4.0Yes (X)$0$0$0
VALERIE A DIFEBO
TRUSTEE4.0Yes (X)$0$0$0
WILLIAM C FOOTE
TRUSTEE4.0Yes (X)$0$0$0
COLLETTE CHILTON
CHIEF INVESTMENT OFFICER40.0Yes (X)$1,415,408$0$604,924
DAVID A LOVE
PROVOST, PROF OF ECONOMICS40.0Yes (X)$267,916$0$62,981
DENISE K BUELL
DEAN OF THE FACULTY, PROF OF RELIGION40.0Yes (X)$268,059$0$50,762
FREDERICK PUDDESTER
VP FOR FINANCE & ADMIN & TREAS40.0Yes (X)$450,135$0$57,618
JAMES REISCHE
VP OF COMMUNICATIONS40.0Yes (X)$214,088$0$71,713
KELI A GAIL
SECRETARY OF THE COLLEGE40.0Yes (X)$232,048$0$73,575
LEE Y PARK
Dean of the Faculty, Prof of Chemistry40.0Yes (X)$156,746$0$34,495
LETICIA Smith-Evans HAYNES
VP for Institutional Diversity, Equity, and Inclusion40.0Yes (X)$211,241$0$57,525
MARLENE J SANDSTROM
DEAN OF COLLEGE, PROF OF PSYCH40.0Yes (X)$266,469$0$58,054
MEGAN E MOREY
VP OF COLLEGE RELATIONS40.0Yes (X)$380,284$0$99,529
STEPHEN P KLASS
VP FOR CAMPUS LIFE40.0Yes (X)$352,870$0$55,900
ABIGAIL G WATTLEY
MANAGING DIRECTOR, INV OFFICE40.0$517,277$0$164,514Yes (X)
BRADFORD B WAKEMAN
MANAGING DIR / COO, INV OFFICE40.0$635,446$0$216,697Yes (X)
CHARLES DEW
EPHRAIM PROFESSOR OF AMERICAN HISTORY, EMERITUS40.0$231,435$0$43,136Yes (X)
JAY Pasachoff
CHAIR AND FIELD MEMORIAL PROFESSOR OF ASTRONOMY, DIRECTOR OF THE HOPKINS OBSERVATORY40.0$233,036$0$42,347Yes (X)
JULIA CROSBY
MANAGING DIRECTOR, INV OFFICE40.0$644,985$0$208,037Yes (X)
PROTIK K MAJUMDER
PROF PHYSICS/FRMR PRESIDENT40.0$173,299$0$88,485Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$7,205,147TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$2,151,266TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K283IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Cambridge Seven Associates Inc
1050 Massachusetts AveCambridgeMA02138architect$853,521
Payette Associates Inc
290 Congress St 5th FloorBostonMA02210architect$807,077
Eplus Technology Inc
13595 Dulles Technology DriveHerndonVA20171Network & Systems Consulting$561,905
PricewaterhouseCoopers LLP
125 High StBostonMA02110accounting services$479,183
Strata Fund Solutions LLC
257 E 200 S STE 1300Salt Lake CityUT84111investment services$421,860
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K41CntrctRcvdGreaterThan100KCnt
Government Grants$2,236,499GovernmentGrantsAmt
All Other Contributions$51,207,785AllOtherContributionsAmt
Noncash Contributions$17,671,586NoncashContributionsAmt
Total Contributions$53,444,284TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION, FEES, ROOM AND BOARD900099$144,611,608$144,611,608
AUXILIARY REVENUE721000$7,123,783$7,123,783

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$151,735,391TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$634,155TotalRevenueColumnAmt
Unrelated Business Revenue-$6,664,738UnrelatedBusinessRevenueAmt
Exclusion$7,298,893ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$609TotalRevenueColumnAmt
Exclusion$609ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$2,095,605RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$3,247,626RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$1,152,021RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,152,021TotalRevenueColumnAmt
Exclusion-$1,152,021ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$476,616,920SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$331,398,791SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$145,218,129SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$145,218,129TotalRevenueColumnAmt
Unrelated Business Revenue$2,727,400UnrelatedBusinessRevenueAmt
Exclusion$142,490,729ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

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

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$349,880,547TotalRevenueColumnAmt
Related Or Exempt Func Income$151,735,391RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$3,937,338UnrelatedBusinessRevenueAmt
Exclusion$148,638,210ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$299,309TotalAmt
Program Services$299,309ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$57,448,954TotalAmt
Program Services$57,448,954ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$209,777TotalAmt
Program Services$209,777ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,013,640TotalAmt
Program Services$1,185,983ProgramServicesAmt
Management And General$1,846,701ManagementAndGeneralAmt
Fundraising$980,956FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$229,361TotalAmt
Program Services$174,744ProgramServicesAmt
Management And General$54,617ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$107,796,495TotalAmt
Program Services$91,921,685ProgramServicesAmt
Management And General$11,818,448ManagementAndGeneralAmt
Fundraising$4,056,362FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$9,348,415TotalAmt
Program Services$7,876,707ProgramServicesAmt
Management And General$1,121,132ManagementAndGeneralAmt
Fundraising$350,576FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$23,452,001TotalAmt
Program Services$20,079,460ProgramServicesAmt
Management And General$2,631,490ManagementAndGeneralAmt
Fundraising$741,051FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,566,912TotalAmt
Program Services$6,375,663ProgramServicesAmt
Management And General$907,481ManagementAndGeneralAmt
Fundraising$283,768FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$272,369TotalAmt
Program Services$6,908ProgramServicesAmt
Management And General$265,461ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$316,438TotalAmt
Program Services$30,562ProgramServicesAmt
Management And General$278,655ManagementAndGeneralAmt
Fundraising$7,221FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$20,206,444TotalAmt
Program Services$17,923,572ProgramServicesAmt
Management And General$1,723,262ManagementAndGeneralAmt
Fundraising$559,610FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$194,062TotalAmt
Program Services$75,579ProgramServicesAmt
Management And General$118,006ManagementAndGeneralAmt
Fundraising$477FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,277,713TotalAmt
Program Services$6,862,120ProgramServicesAmt
Management And General$297,784ManagementAndGeneralAmt
Fundraising$117,809FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,988,965TotalAmt
Program Services$2,328,768ProgramServicesAmt
Management And General$636,765ManagementAndGeneralAmt
Fundraising$23,432FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,727,754TotalAmt
Program Services$5,288,943ProgramServicesAmt
Management And General$294,003ManagementAndGeneralAmt
Fundraising$144,808FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,461,823TotalAmt
Program Services$4,628,977ProgramServicesAmt
Management And General$498,640ManagementAndGeneralAmt
Fundraising$334,206FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$193,846TotalAmt
Program Services$145,982ProgramServicesAmt
Management And General$22,787ManagementAndGeneralAmt
Fundraising$25,077FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$11,261,120TotalAmt
Program Services$9,488,297ProgramServicesAmt
Management And General$1,350,518ManagementAndGeneralAmt
Fundraising$422,305FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$36,982,047TotalAmt
Program Services$31,102,121ProgramServicesAmt
Management And General$4,497,072ManagementAndGeneralAmt
Fundraising$1,382,854FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,643,586TotalAmt
Program Services$29,346ProgramServicesAmt
Management And General$1,614,168ManagementAndGeneralAmt
Fundraising$72FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
FELLOWSHIPS, STUDENT PRIZES$5,405,982$5,361,343$44,639
EQUIPMENT RENTAL AND MAINTANCE$7,424,390$6,930,198$464,996$29,196
NON CAPPED PLANT EXPENSES$7,804,819$6,858,523$634,018$312,278

All Other Expenses AllOtherExpensesGrp

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

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$323,526,222TotalAmt
Program Services$282,633,521ProgramServicesAmt
Management And General$31,120,643ManagementAndGeneralAmt
Fundraising$9,772,058FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$40,013,271BOYAmt
EOY$26,369,259EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$71,698,859BOYAmt
EOY$10,812,046EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$110,609,408BOYAmt
EOY$87,451,390EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,892,356BOYAmt
EOY$1,048,290EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$315,408BOYAmt
EOY$239,302EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$13,016,419BOYAmt
EOY$12,872,464EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$292,027BOYAmt
EOY$289,629EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$9,875,966BOYAmt
EOY$11,622,735EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,168,101,801LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$451,345,955LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$681,502,916BOYAmt
EOY$716,755,846EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$33,158,854BOYAmt
EOY$34,776,720EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$3,145,482,169BOYAmt
EOY$3,189,801,832EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$1,957,920BOYAmt
EOY$1,720,136EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$14,527,163BOYAmt
EOY$13,824,648EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,124,342,736BOYAmt
EOY$4,107,584,297EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$77,689,049BOYAmt
EOY$83,110,648EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,835,177BOYAmt
EOY$3,618,335EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$435,544,674BOYAmt
EOY$425,178,670EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$57,475,892BOYAmt
EOY$54,698,457EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$322,970,308BOYAmt
EOY$354,709,667EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$895,515,100BOYAmt
EOY$921,315,777EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$414,639,448BOYAmt
EOY$400,776,044EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,814,188,188BOYAmt
EOY$2,785,492,476EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,228,827,636BOYAmt
EOY$3,186,268,520EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,124,342,736BOYAmt
EOY$4,107,584,297EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$26,354,325ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$60,679,557NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$8,233,884OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)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$68,769,484CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$119,314,764CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$70,532,953CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$67,517,086CurrentTaxYearMinus1YearAmt
Current Tax Year$53,444,284CurrentTaxYearAmt
Total$379,578,571TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$68,769,484CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$119,314,764CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$70,532,953CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$67,517,086CurrentTaxYearMinus1YearAmt
Current Tax Year$53,444,284CurrentTaxYearAmt
Total$379,578,571TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$43,500,778SubstantialContributorsTotAmt
Public Support Total170$336,077,793PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,852,743CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,143,438CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,501,238CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,513,153CurrentTaxYearMinus1YearAmt
Current Tax Year$2,730,369CurrentTaxYearAmt
Total$24,740,941TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$404,319,512TotalSupportAmt
Gross Receipts Rltd Activities$734,103,393GrossReceiptsRltdActivitiesAmt
Public Support CY1700.8312PublicSupportCY170Pct
Public Support PY1700.7545PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part I, Line 2 Explanation of filingFormAndLineReferenceDesc
ExplanationTo qualify for limited donor disclosure under the special rule on Schedule B, the public support test has been completed to demonstrate the university meets the quantitative support test under Section 509(a)(1) of the internal revenue code, which requires an organization to receive a substantial part of its support from a governmental unit or from the general public.ExplanationTxt

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)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$55,815OtherActivitiesAmt
Total Lobbying Expenditures$55,815TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationTHE ORGANIZATION PAYS MEMBERSHIP DUES TO MEMBER ORGANIZATIONS INCLUDING NACUBO, NAICU, AND AICUM WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. THEREFORE, A PORTION OF THE DUES MAY BE ATTRIBUTABLE TO LOBBYING ACTIVITIES.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held1DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$0DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$125,453DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$2,506,566DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$2,973,678RevenuesIncludedAmt
Assets Included$53,769,649AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,729,896,193BeginningYearBalanceAmt
Contributions$31,790,239ContributionsAmt
Investment Earnings Or Losses$86,454,800InvestmentEarningsOrLossesAmt
Grants Or Scholarships$37,181,396GrantsOrScholarshipsAmt
Other Expenditures$91,328,534OtherExpendituresAmt
Administrative Expenses$6,343,446AdministrativeExpensesAmt
End Year Balance$2,713,287,856EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,612,003,490BeginningYearBalanceAmt
Contributions$43,061,074ContributionsAmt
Investment Earnings Or Losses$243,206,573InvestmentEarningsOrLossesAmt
Grants Or Scholarships$29,649,127GrantsOrScholarshipsAmt
Other Expenditures$131,065,159OtherExpendituresAmt
Administrative Expenses$7,660,658AdministrativeExpensesAmt
End Year Balance$2,729,896,193EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,382,934,150BeginningYearBalanceAmt
Contributions$19,934,890ContributionsAmt
Investment Earnings Or Losses$311,454,291InvestmentEarningsOrLossesAmt
Grants Or Scholarships$22,758,502GrantsOrScholarshipsAmt
Other Expenditures$72,544,413OtherExpendituresAmt
Administrative Expenses$7,016,926AdministrativeExpensesAmt
End Year Balance$2,612,003,490EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,146,509,040BeginningYearBalanceAmt
Contributions$37,576,619ContributionsAmt
Investment Earnings Or Losses$303,172,136InvestmentEarningsOrLossesAmt
Grants Or Scholarships$25,627,014GrantsOrScholarshipsAmt
Other Expenditures$72,444,759OtherExpendituresAmt
Administrative Expenses$6,251,872AdministrativeExpensesAmt
End Year Balance$2,382,934,150EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,251,976,280BeginningYearBalanceAmt
Contributions$22,060,972ContributionsAmt
Investment Earnings Or Losses-$35,220,183InvestmentEarningsOrLossesAmt
Grants Or Scholarships$24,661,307GrantsOrScholarshipsAmt
Other Expenditures$62,718,883OtherExpendituresAmt
Administrative Expenses$4,927,839AdministrativeExpensesAmt
End Year Balance$2,146,509,040EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.082BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.675PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.243TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$866,350InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$12,768,499OtherCostOrOtherBasisAmt
Book Value$13,634,849BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$2,878,762InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$897,229,190OtherCostOrOtherBasisAmt
Depreciation$351,245,637DepreciationAmt
Book Value$548,862,315BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$115,552,987OtherCostOrOtherBasisAmt
Depreciation$74,135,840DepreciationAmt
Book Value$41,417,147BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$138,806,013OtherCostOrOtherBasisAmt
Depreciation$25,964,478DepreciationAmt
Book Value$112,841,535BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$716,755,846TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (8 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Global Long/Short Equity Funds$1,354,576,120F
Absolute return funds$547,077,371F
Venture Capital funds$539,789,605F
Buyout funds$234,388,181F
Real Asset funds$128,399,184F
Real Estate funds$127,250,576F
Noninvestment Grade Fixed income funds$193,010,603F
Other Investment assets$65,310,192F
FieldValueIRS element (for citing)
Total Book Value Securities$3,189,801,832TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
US GOV'T ADVANCES FOR STUDENTS$2,310,918
INVEST. ON BEHALF OF SUPP ORG$352,398,749
FieldValueIRS element (for citing)
Total Liability$354,709,667TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$226,556,001TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$60,679,557NetUnrealizedGainsInvstAmt
Other Revenue-$8,233,884OtherRevenueAmt
Revenue Not Reported-$68,913,441RevenueNotReportedAmt
Revenue Subtotal$295,469,442RevenueSubtotalAmt
Other Revenues Not Included$54,411,105OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$54,411,105RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$349,880,547TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$269,115,117TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$269,115,117ExpensesSubtotalAmt
Other Expenses Not Included$54,411,105OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$54,411,105ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$323,526,222TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 1a Collections of Art, Historical Treasures, or Other Similar AssetsTHE COLLEGE'S ART AND RARE BOOK COLLECTIONS ARE RECORDED AT COST OR APPRAISED VALUE AT THE DATE OF ACQUISITION. COLLECTIONS ARE NOT DEPRECIATED.
Schedule D, Part III, Line 4 Collections of art - description of collectionsTHE MUSEUM'S PRINCIPAL MISSION IS TO ENCOURAGE MULTIDISCIPLINARY TEACHING THROUGH ENCOUNTERS WITH ART OBJECTS THAT TRAVERSE TIME PERIODS AND CULTURES.
Schedule D, Part IV, Line 2b Explanation of escrow agreementWILLIAMS COLLEGE SERVES AS TRUSTEE FOR VARIOUS CHARITABLE REMAINDER TRUSTS AND MAINTAINS THE ASSETS AND CORRESPONDING RESERVE LIABILITIES ON ITS BALANCE SHEET.
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE COLLEGE MANAGES AND INVESTS THE ENDOWMENT TO PROVIDE CURRENT AND FUTURE SUPPORT FOR THE OPERATIONS OF THE COLLEGE. EXAMPLES OF SPECIFIC PURPOSES INCLUDE SCHOLARSHIPS FOR STUDENTS, FACILITIES UPKEEP, RESEARCH, FACULTY COMPENSATION AND OTHER ACADEMIC AND STUDENT OPERATIONS.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990LIFE INCOME PAYMENTS AND CHANGE IN PRESENT VALUE - -1468973 ADJUSTMENTS FOR POST-EMPLOYMENT LIABILITIES - -1355285 GAIN AND NET SETTLEMENT ON INTEREST RATE SWAPS - -7005472 INVESTMENT INCOME ON SPLIT INTEREST AGREEMENTS - 1589512 CHANGE IN NONCONTROLLING INTEREST - 6334
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsFINANCIAL AID - 57658731 RENTAL EXPENSES - -3247626
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsFINANCIAL AID - 57658731 RENTAL EXPENSE - -3247626

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYWILLIAMS COLLEGE COURSE CATALOG/BULLETIN AND ON THE COLLEGE'S WEBSITE AT WWW.WILLIAMS.EDU.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTSTUDENTS AT WILLIAMS COLLEGE RECEIVE TITLE IV FEDERAL FINANCIAL AID. STUDENTS APPLY FOR AND RECEIVE FEDERAL FINANCIAL AID & PROFESSORS APPLY FOR AND RECEIVE GOVERNMENT GRANTS.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (17 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)11Program ServicesInstruction$1,387,160
Europe (Including Iceland and Greenland)11Program ServicesResearch$11,044
Europe (Including Iceland and Greenland)11Program ServicesAdministrative Expenses$7,780
North America (Canada & Mexico only)00Program ServicesResearch$600
North America (Canada & Mexico only)00Program ServicesInstruction$650
South America00Program ServicesInstruction$1,250
South America00Program ServicesResearch$500
Middle East and North Africa00Program ServicesInstruction$150
Middle East and North Africa00Program ServicesResearch$268
East Asia and the Pacific00Program ServicesResearch$2,171
South Asia00Program ServicesResearch$5,000
South Asia00Program ServicesInstruction$7,276
Russia and Neighboring States00Program ServicesInstruction$3,000
Sub-Saharan Africa00Grantmaking$1,280
Central America and the Caribbean00Investments$1,724,774,214
Europe (Including Iceland and Greenland)00Investments$23,668,722
Sub-Saharan Africa00Investments$33,041,306
FieldValueIRS element (for citing)
Subtotal Offices3SubtotalOfficesCnt
Subtotal Employees3SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office3TotalOfficeCnt
Total Employee3TotalEmployeeCnt
Subtotal Spent$1,782,912,371SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$1,782,912,371TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
FINANCIAL AID -SCHOLARSHIPS TO STUDENTSRussia and Neighboring States7$15,331CASH PAYMENTN/AFMV
FINANCIAL AID -SCHOLARSHIPS TO STUDENTSEurope (Including Iceland and Greenland)10$41,320CASH PAYMENTN/AFMV
FINANCIAL AID -SCHOLARSHIPS TO STUDENTSEast Asia and the Pacific13$102,393CASH PAYMENTN/AFMV
FINANCIAL AID -SCHOLARSHIPS TO STUDENTSCentral America and the Caribbean2$6,105CASH PAYMENTN/AFMV
FINANCIAL AID -SCHOLARSHIPS TO STUDENTSSub-Saharan Africa6$16,978CASH PAYMENTN/AFMV
FINANCIAL AID -SCHOLARSHIPS TO STUDENTSNorth America (Canada & Mexico only)9$27,650CASH PAYMENTN/AFMV
FELLOWSHIPSEurope (Including Iceland and Greenland)24$696,244CASH PAYMENTN/AFMV
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsFOR THE STUDENT TUITION PAYMENTS, WE REMIT FUNDS DIRECTLY TO THE INSTITUTIONS BASED ON INVOICES RECEIVED FROM THE INSTITUTIONS.
Schedule F, Part I, Line 3(f) Total expenditures for and investments in the regionALL EXPENSES OF OUR PROGRAMS ARE RECORDED AS EXPENSES IN THE FINANCIAL STATEMENTS OF THE COLLEGE.
Schedule F, Part I, Line 3 Activities per RegionTHE REGION REPORTED IN COLUMN (A) FOR THE COLLEGE'S INVESTMENTS IS BASED ON THE LEGAL DOMICILE OF THE INVESTMENT FUND AS PROVIDED IN THE SCHEDULE F INSTRUCTIONS. THIS DOES NOT NECESSARILY INCLUDE THE REGION OF THE UNDERLYING INVESTMENTS OR THE REGION WHERE THE INVESTMENT ACTIVITY OCCURS.
Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDSFOR THE STUDENT TUITION PAYMENTS, WE REMIT FUNDS DIRECTLY TO THE INSTITUTIONS BASED ON INVOICES RECEIVED FROM THE INSTITUTIONS.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
MASS MUSEUM OF CONTEMP ART
1040 MASS MOCA WAYNORTH ADAMSMA01247043113688501(C)(3)$60,000PROGRAM SUPPORT
BERKSHIRE UNITED WAY
200 SOUTH STPITTSFIELDMA01201042104841501(C)(3)$52,744PROGRAM SUPPORT
NORTHERN BERKSHIRE UNITED WAY
PO BOX 955NORTH ADAMSMA01247042104785501(C)(3)$8,549PROGRAM SUPPORT
WILLIAMSTOWN COMMUNITY CHEST
PO BOX 204WILLIAMSTOWNMA01267046044550501(C)(3)$35,016PROGRAM SUPPORT
WILLIAMSTOWN YOUTH CENTER
66 SCHOOL STWILLIAMSTOWNMA01267042105836501(C)(3)$50,000PROGRAM SUPPORT
IMAGES CINEMA
50 SPRING STWILLIAMSTOWNMA01267043407257501(C)(3)$30,500PROGRAM SUPPORT
WILLINET
34 SPRING STWILLIAMSTOWNMA01267043253056501(C)(3)$12,500PROGRAM SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org7Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFINANCIAL AID - SCHOLARSHIPS TO STUDENTSGrantTypeTxt
Recipient1055RecipientCnt
Cash Grant$57,448,954CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationFINANCIAL AID TO INDIVIDUALS IS AWARDED BY FINANCIAL AID PROFESSIONALS IN ACCORDANCE WITH THE COLLEGE POLICIES. GRANTS TO ORGANIZATIONS IN PART II ARE TO SUPPORT LOCAL SERVICE ORGANIZATIONS IN THE SURROUNDING COMMUNITIES. Williams has close proximity to these local schools, community organizations, and 501(C)3 organizations in order to monitor the use of its funds.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
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 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
MAUD MANDEL
PRESIDENT$539,536$0$0$0$14,869$0$91,560$0$69,414$0$715,379$0$0$0
COLLETTE CHILTON
CHIEF INVESTMENT OFFICER$584,606$0$811,031$0$19,771$0$581,560$0$23,364$0$2,020,332$0$518,501$0
FREDERICK PUDDESTER
VP FOR FINANCE & ADMIN & TREAS$430,322$0$0$0$19,813$0$31,560$0$26,058$0$507,753$0$0$0
MEGAN E MOREY
VP OF COLLEGE RELATIONS$360,142$0$0$0$20,142$0$31,560$0$67,969$0$479,813$0$0$0
STEPHEN P KLASS
VP FOR CAMPUS LIFE$350,991$0$0$0$1,879$0$31,560$0$24,340$0$408,770$0$0$0
DAVID A LOVE
PROVOST, PROF OF ECONOMICS$266,023$0$0$0$1,893$0$30,952$0$32,029$0$330,897$0$0$0
MARLENE J SANDSTROM
DEAN OF COLLEGE, PROF OF PSYCH$266,327$0$0$0$142$0$30,652$0$27,402$0$324,523$0$0$0
DENISE K BUELL
DEAN OF THE FACULTY, PROF OF RELIGION$267,799$0$0$0$260$0$30,952$0$19,810$0$318,821$0$0$0
KELI A GAIL
SECRETARY OF THE COLLEGE$231,471$0$0$0$577$0$26,050$0$47,525$0$305,623$0$0$0
JAMES REISCHE
VP OF COMMUNICATIONS$194,038$0$0$0$20,050$0$25,033$0$46,680$0$285,801$0$0$0
LETICIA Smith-Evans HAYNES
VP for Institutional Diversity, Equity, and Inclusion$211,070$0$0$0$171$0$24,675$0$32,850$0$268,766$0$0$0
LEE Y PARK
Dean of the Faculty, Prof of Chemistry$156,088$0$0$0$658$0$16,824$0$17,671$0$191,241$0$0$0
JULIA CROSBY
MANAGING DIRECTOR, INV OFFICE$349,170$0$294,016$0$1,799$0$189,060$0$18,977$0$853,022$0$194,815$0
BRADFORD B WAKEMAN
MANAGING DIR / COO, INV OFFICE$357,449$0$276,223$0$1,774$0$169,455$0$47,242$0$852,143$0$193,489$0
ABIGAIL G WATTLEY
MANAGING DIRECTOR, INV OFFICE$299,055$0$218,222$0$0$0$159,810$0$4,704$0$681,791$0$135,224$0
JAY Pasachoff
CHAIR AND FIELD MEMORIAL PROFESSOR OF ASTRONOMY, DIRECTOR OF THE HOPKINS OBSERVATORY$232,278$0$0$0$758$0$22,861$0$19,486$0$275,383$0$0$0
CHARLES DEW
EPHRAIM PROFESSOR OF AMERICAN HISTORY, EMERITUS$231,277$0$0$0$158$0$26,342$0$16,794$0$274,571$0$0$0
PROTIK K MAJUMDER
PROF PHYSICS/FRMR PRESIDENT$172,934$0$0$0$365$0$18,428$0$70,057$0$261,784$0$0$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I LINE 4B AND LINE 7MEMBERS OF THE INVESTMENT OFFICE STAFF ARE ELIGIBLE TO RECEIVE AN ANNUAL BONUS UP TO A CERTAIN PERCENTAGE OF THEIR BASE SALARY. THE BONUS IS DETERMINED BY THE PERFORMANCE OF THE INVESTMENT PORTFOLIO IN RELATION TO THE PERFORMANCE OF THE POLICY BENCHMARK. THE POLICY BENCHMARK IS ESTABLISHED BY THE INVESTMENT COMMITTEE OF THE BOARD OF TRUSTEES. THE BONUS IS PAID OUT OVER TIME, REQUIRES THE INDIVIDUAL TO REMAIN EMPLOYED IN ORDER TO BE ELIGIBLE TO RECEIVE PAYMENT, AND IS SUBJECT TO NEGATIVE EARNINGS PROVISIONS.
Schedule J, Part I, Line 1a First-class or charter travelTHE PRESIDENT TRAVELED FIRST CLASS ON A RED-eye FLIGHT BACK FROM A WEST COAST TRIP. AMOUNTS WERE NOT REPORTED AS TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a Travel for companionsTHE BOARD OF TRUSTEES AUTHORIZED ONE LISTED OFFICER'S SPOUSE TO ACCOMPANY THE OFFICER ON VARIOUS COLLEGE BUSINESS TRIPS WHERE THE SPOUSE PARTICIPATED IN ALUMNI RELATIONS AND DEVELOPMENT EVENTS. The amounts were not reported as taxable compensation.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useTHE PRESIDENT WAS REQUIRED TO LIVE ON CAMPUS AS A CONDITION OF HER EMPLOYMENT AND FOR THE CONVENIENCE OF WILLIAMS. Pursuant to section 119, the housing is excludable from income and was not treated as taxable compensation. ONE LISTED OFFICER RECEIVED A TAXABLE HOUSING ALLOWANCE. THE VALUE OF THE ALLOWANCE IS IMPUTED AS INCOME AND REPORTED ON FORM W-2. THE VALUE OF THE ALLOWANCE IS INCLUDED IN PART II, COLUMN B(III).
Schedule J, Part I, Line 1a Personal servicesPRESIDENT MANDEL RECEIVED CERTAIN PERSONAL SERVICES PROVIDED AT HER HOUSE. SUCH SERVICES THAT WERE NOT BUSINESS RELATED WERE REPORTED AS TAXABLE COMPENSATION.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MASS HEALTH & EDU FACILITIES AUTHORITY - SERIES J&K
A04245601157586CPX72006-04-03$73,396,5731996 & 2003 CURRENT REFUNDINGfalsefalsefalse
MASS DEVELOPMENT FINANCE Agency - SERIES N&O
B04343181457583UAA62011-03-24$92,077,256CONSTR AND 1993 & 2007 CURRENT REFUNDINGfalsefalsefalse
MASS HEALTH & EDU FACILITIES AUTHORITY - H&I
C04245601157585KW792003-04-02$115,049,757CONSTRC AND 1993 CURRENT REFUNDINGfalsefalsefalse
MASS DEVELOPMENT FINANCE Agency - SERIES P
D04343181457583UWR52013-05-30$148,355,419NEW CONSTR & REF 2003, 2006 & 2007falsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndBond DefeasedBondDefeasedAmtCapital ExpendituresCapitalExpendituresAmt
A$52,897,504$73,396,573$556,293$72,840,2802006Yes (true)falseYes (true)Yes (true)
B$13,397,063$92,077,256$661,056$41,250,0002013Yes (true)falseYes (true)Yes (true)$0$50,166,200
C$96,377,068$115,049,757$644,884$13,705,4682005Yes (true)falseYes (true)Yes (true)$100,699,405
D$15,825,241$148,355,419$840,287$80,513,3432015Yes (true)Yes (true)Yes (true)Yes (true)$67,001,789

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 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 RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0.00.00.0falsefalseYes (true)
Bfalsefalsefalsefalse0.00.00.0falsefalseYes (true)
Cfalsefalsefalsefalse0.00.00.0falsefalseYes (true)
Dfalsefalsefalsefalse0.00.00.0falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd
MORGAN STANLEY
AfalsefalseYes (true)falseYes (true)Yes (true)20.0falsefalsefalsefalseYes (true)
(no name)
BfalsefalsefalseYes (true)Yes (true)falsefalsefalseYes (true)
Trinity
CfalsefalseYes (true)falsefalsefalseYes (true)falseYes (true)3.0Yes (true)
(no name)
DfalsefalsefalseYes (true)falsefalsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part IV, Line 2c COLUMN BIssuer name: MASS. DEVELOPMENT FINANCE Agency - SERIES N&O The calculation for computing no rebate due was performed on 08/12/2020
Schedule K, Part IV, Line 2c COLUMN DIssuer name: MASS. DEVELOPMENT FINANCE Agency - SERIES P The calculation for computing no rebate due was performed on 06/30/2016

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MASS DEVELOPMENT FINANCE AGENCY - SERIES Q&R
A04343181457584XTN12016-07-14$118,161,121New construction and Refinance 2006 & 2007 debtfalsefalsefalse
MASS DEVELOPMENT FINANCE AGENCY SERIES S
B04343181457584XS772017-06-08$60,495,031CONSTRUCTIONfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmt
A$9,817,969$0$118,161,121$621,091$70,000,000$47,540,0302018Yes (true)falseYes (true)Yes (true)
B$723,000$0$60,495,031$387,376$60,000,000$107,6552019falsefalseYes (true)Yes (true)$0$0$0$0$0

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 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 RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0.00.00.0falsefalseYes (true)
Bfalsefalsefalsefalse0.00.00.0falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
Goldman Sachs
AfalseYes (true)falsefalseYes (true)Yes (true)30.0falsefalsefalsefalseYes (true)
(no name)
BfalseYes (true)falsefalsefalsefalsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (4 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
FREDERICK PUDDESTER
OFFICERMORTGAGE ON PRIMARY ResidenceYes (X)$100,000$77,693falsefalseYes (true)
DENISE BUELL
OFFICERMORTGAGE ON PRIMARY ResidenceYes (X)$81,880$52,774falsefalseYes (true)
DAVID LOVE
OFFICERMORTGAGE ON PRIMARY ResidenceYes (X)$100,000$67,465falsefalseYes (true)
JAMES REISCHE
OFFICERMORTGAGE ON PRIMARY ResidenceYes (X)$45,000$41,370falsefalseYes (true)
FieldValueIRS element (for citing)
Total Balance Due$239,302TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
NOAH SANDSTROM
SPOUSE OF MARLENE J SANDSTROM, OFFICER$174,744EMPLOYMENT AGREEMENTfalse
AIMEE REISCHE
SPOUSE OF JAMES REISCHE, OFFICER$54,617EMPLOYMENT AGREEMENTfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part II, Column (h)FormAndLineReferenceDesc
ExplanationELIGIBLE EMPLOYEES, INCLUDING LISTED PERSONS, ENTER INTO MORTGAGE AGREEMENTS IN ACCORDANCE WITH POLICIES AND PROCEDURES AS OUTLINED IN FACULTY AND STAFF HANDBOOKS WHICH HAVE BEEN APPROVED BY APPLICABLE GOVERNING COMMITTEES. EACH MORTGAGE IS REVIEWED AND APPROVED BY THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION & TREASURER TO ENSURE COMPLIANCE AND CONSISTENCY WITH THE POLICY.ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution18ContributionCnt
Noncash Contributions Rpt F990$2,973,678NoncashContributionsRptF990Amt
Method Of Determining RevenuesOpinions of expertsMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution282ContributionCnt
Noncash Contributions Rpt F990$12,118,790NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$2,349,118NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - NAVMethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$230,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received18Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part I EXPLANATIONS OF REPORTING METHOD FOR NUMBER OF CONTRIBUTIONSIN COLUMN B, THE COLLEGE IS GENERALLY REPORTING THE NUMBER OF CONTRIBUTIONS. FOR WORKS OF ART, THE COLLEGE IS REPORTING THE NUMBER OF Donors.
Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributionsWILLIAMS COLLEGE GENERALLY USES A BROKER/AGENT TO FACILITATE THE SALE OF REAL PROPERTY.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part I, Line 1 BRIEF MISSIONWILLIAMS SEEKS TO PROVIDE THE FINEST POSSIBLE LIBERAL ARTS EDUCATION BY NURTURING IN ITS STUDENTS THE ACADEMIC AND CIVIC VIRTUES AND THEIR RELATED TRAITS OF CHARACTER. AS BOTH AN EDUCATIONAL AND SOCIAL IMPERATIVE, WILLIAMS WELCOMES TALENTED STUDENTS IRRESPECTIVE OF THEIR FINANCIAL RESOURCES. ONCE ENROLLED, THEY LEARN - BOTH INSIDE AND OUTSIDE THE CLASSROOM - THAT THE PRIVILEGE OF A WILLIAMS EDUCATION IMPLIES BOTH THE OPPORTUNITY AND RESPONSIBILITY TO SERVE SOCIETY AT LARGE. THE COLLEGE STRIVES TO ACHIEVE SUCH EXCELLENCE BY FOSTERING A COMMUNITY OF LEARNING THAT COMPRISES STUDENTS, FACULTY AND STAFF, IN PARTNERSHIP WITH NETWORKS OF DEEPLY DEVOTED ALUMNI AND PARENTS.
Form 990, Part III, Line 1 ORGANIZATION'S MISSIONWILLIAMS SEEKS TO PROVIDE THE FINEST POSSIBLE LIBERAL ARTS EDUCATION BY NURTURING IN ITS STUDENTS THE ACADEMIC AND CIVIC VIRTUES AND THEIR RELATED TRAITS OF CHARACTER. AS BOTH AN EDUCATIONAL AND SOCIAL IMPERATIVE, WILLIAMS WELCOMES TALENTED STUDENTS IRRESPECTIVE OF THEIR FINANCIAL RESOURCES. ONCE ENROLLED, THEY LEARN - BOTH INSIDE AND OUTSIDE THE CLASSROOM - THAT THE PRIVILEGE OF A WILLIAMS EDUCATION IMPLIES BOTH THE OPPORTUNITY AND RESPONSIBILITY TO SERVE SOCIETY AT LARGE. THE COLLEGE STRIVES TO ACHIEVE SUCH EXCELLENCE BY FOSTERING A COMMUNITY OF LEARNING THAT COMPRISES STUDENTS, FACULTY AND STAFF, IN PARTNERSHIP WITH NETWORKS OF DEEPLY DEVOTED ALUMNI AND PARENTS.
Form 990, Part VI, Line 1a Delegate broad authority to a committeeWILLIAMS COLLEGE'S GOVERNING BODY AND GOVERNING DOCUMENTS DELEGATE AUTHORITY ON A LIMITED SCOPE TO AN EXECUTIVE COMMITTEE CONSISTING OF THE BOARD CHAIR, THE PRESIDENT OF THE COLLEGE, AND 5-7 OTHER BOARD MEMBERS SELECTED ANNUALLY BY THE CHAIR AND PRESIDENT ACTING JOINTLY.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyWORKING WITH CROWE LLP, THE FORM 990 IS PREPARED FOR REVIEW BY SENIOR MANAGEMENT AND THE AUDIT COMMITTEE. CROWE LLP SIGNS THE RETURN AS PAID PREPARER. A FINAL FORM 990 EXCLUDING THE NAMES OF ANONYMOUS DONORS AND THE AMOUNTS FOR CERTAIN ANONYMOUS DONORS WAS THEN DISTRIBUTED TO THE FULL BOARD BEFORE FILING WITH THE IRS.
Form 990, Part VI, Line 12c Conflict of interest policyTRUSTEES, OFFICERS, AND SENIOR STAFF ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE ANNUALLY. THE DISCLOSURE FORMS ARE REVIEWED BY THE CHAIR OF THE AUDIT COMMITTEE. TRUSTEES OR OFFICERS HAVING A CONFLICT OF INTEREST ON ANY MATTER THAT COMES BEFORE THE BOARD, OR ANY COMMITTEE OF THE BOARD, FOR ACTION RECUSE THEMSELVES FROM PARTICIPATING IN THE DECISION. EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. DISCLOSURES ARE REVIEWED BY DEPARTMENT HEADS AND SENIOR STAFF. ANY EMPLOYEE WITH A CONFLICT OF INTEREST WOULD BE PRECLUDED FROM INVOLVEMENT IN DECISION MAKING OR FINANCIAL DEALINGS WITH THE ENTITY OR RELATIONSHIP GIVING RISE TO THE CONFLICT. TRUSTEES, OFFICERS, AND EMPLOYEES ARE REQUIRED TO REPORT ANY MID-YEAR CHANGES TO THE PRESIDENT'S OFFICE AND THEIR SUPERVISOR RESPECTIVELY.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialWilliams College assigns the duty of setting the President's compensation to the Executive Committee of the Board of Trustees that annually reviews compensation. The Executive Committee considers compensation surveys, market data, and analysis. The deliberations and decisions are documented. This process last occurred from March to May 2020.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesThe compensation of the organization's other officers and key employees is determined by the President. Each year, the Director of HR provides the President with a multiyear summary of compensation benchmarking data for members of senior staff. The benchmarking data comprises salary survey data aggregated by the College and University Professional Association of Human Resources, as well as an independent survey administered by Sullivan Cotter. The President consults with the Executive Committee of the board and the deliberations and decisions are documented. This process last occurred in April 2019.
Form 990, Part VI, Line 18 How forms are made available to the publicTHE FORM 990 IS AVAILABLE UPON REQUEST, ON THE COLLEGE WEBSITE, AND ON GUIDESTAR.ORG. THE FORM 990-t IS AVAILABLE UPON REQUEST AND ON GUIDESTAR.ORG.
Form 990, Part VI, Line 19 Required documents available to the publicWILLIAMS COLLEGE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE POSTED ON THE COLLEGE WEBSITE.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesLife income payments and Change in Present Value - -1468973; Adjustments for post-employment liabilities - -1355285; Gain or Loss on Financial Contract Swaps - -7005472; Investment Income on Split Interest Agreements - 1589512; Change in Noncontrolling interest - 6334;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1WILLIAMS INN LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1880 MAIN STREETAddressLine1Txt
CityWILLIAMSTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01267ZIPCd
FieldValueIRS element (for citing)
EIN465431139EIN
Primary ActivitiesHOTELPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Total Income$3,071,777TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1WILLIAMS COLLEGEBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
STERLING & FRANCINE CLARK ART INSTITUTE
225 SOUTH STREETWILLIAMSTOWNMA01267042163004ART MUSEUMMA501(c)(3)Type IWILLIAMS COLLEGEYes (true)
ASSOCIATED KYOTO PROGRAM INC
COLLEGE HALL RM 204NORTHAMPTONMA01063042996114EDUCATIONMA501(c)(3)Type III-FINAfalse
WILLIAMS COLLEGE LAND FOUNDATION
880 MAIN STREETWILLIAMSTOWNMA01267043158500RE HOLDINGMA501(c)(2)WILLIAMS COLLEGEYes (true)
WILLIAMS COLLEGE OXFORD PROGRAMME
EDUCATION501(c)(3)WILLIAMS COLLEGEYes (true)UK
WILLIAMS COLLEGE FOUNDATION (UK) LIMITED
EDUCATION501(c)(3)WILLIAMS COLLEGEYes (true)UK

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctDirect Controlling NADirectControllingNACdEINEIN
POOLED INCOME FUNDS (3)
880 Main streetWilliamstownMA01267FUNDRAISINGMAWILLIAMS COLLEGETrustYes (true)
PERPETUAL TRUSTS (1)
880 Main streetWilliamstownMA01267FUNDRAISINGMAWILLIAMS COLLEGETrustYes (true)
CHAR REM TRUSTS (54) SEE PART VII
880 Main streetWilliamstownMA01267FUNDRAISINGWILLIAMS COLLEGETrustYes (true)
BERMAN INC
TREASURERS OFFICE HOPKINS HALLSWILLIAMSTOWNMA01267ArtUTWILLIAMS COLLEGEC CorporationYes (true)$0$225,0001
OUTSIDE CHAR REM TRSTS (48)
FUNDRAISINGTrustYes (true)N/A
WILLIAMS RENEWABLES LLC
880 MAIN STREETWILLIAMSTOWNMA01267RENEWABLE ENERGYMAWILLIAMS COLLEGEC CorporationYes (true)$0$2,696,6381812875267
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
WILLIAMS COLLEGE OXFORD PROGRAMME
P$1,129,128CASH
PERPETUAL TRUSTS
C$683,887CASH
STERLING AND FRANCINE CLARK ART INSTITUTE
S$22,000,000CASH

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule R, Part IV, Column (c)THE CHARITABLE REMAINDER TRUSTS DISCLOSED IN PART IV, LINE (3) ARE LEGALLY DOMICILED IN CA, IL, MA, AND NY.
Schedule R, Part VI, Column (c)THE OUTSIDE MANAGED CHARITABLE REMAINDER TRUSTS DISCLOSED IN PART IV, LINE (5) ARE LEGALLY DOMICILED IN MA AND NY.