COLGATE UNIVERSITY TREASURERS OFFICE: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: COLGATE UNIVERSITY TREASURERS OFFICE (EIN 15-0532078)
Tax period: 2019-07-01 to 2020-06-30
Filed: 2021-05-13
IRS object ID: 202131339349302153
Schema version: 2019v5.1
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule E
Schedule F
Schedule I
Schedule J
Schedule K
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-05-13T09:29:26-05:00	ReturnTs
Tax Period End	2020-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

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

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2019-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	150532078	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Colgate University	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% JOSEPH S HOPE	InCareOfNm
Business Name Control	COLG	BusinessNameControlTxt
Phone	3152287422	PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOSEPH S HOPE	PersonNm
Person Title	Treasurer	PersonTitleTxt
Signature	2021-05-11	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Todd P Teresco	PreparerPersonNm
PTIN	P00247720	PTIN
Phone	5184274600	PhoneNum
Preparation	2021-05-07	PreparationDt

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JOSEPH S HOPE	PrincipalOfficerNm

US Address USAddress

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

Field	Value	IRS element (for citing)
Gross Receipts	$460,526,754	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.COLGATE.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1819	FormationYr
Legal Domicile State	NY	LegalDomicileStateCd
Activity Or Mission	SEE SCHEDULE O	ActivityOrMissionDesc
Voting Members Governing Body	35	VotingMembersGoverningBodyCnt
Voting Members Independent	33	VotingMembersIndependentCnt
Total Employee	3258	TotalEmployeeCnt
Total Volunteers	2000	TotalVolunteersCnt
Total Gross UBI	$1,908,105	TotalGrossUBIAmt
PY Contributions Grants	$70,318,653	PYContributionsGrantsAmt
CY Contributions Grants	$41,743,864	CYContributionsGrantsAmt
PY Program Service Revenue	$209,458,932	PYProgramServiceRevenueAmt
CY Program Service Revenue	$209,427,750	CYProgramServiceRevenueAmt
PY Investment Income	$59,273,781	PYInvestmentIncomeAmt
CY Investment Income	$55,235,523	CYInvestmentIncomeAmt
PY Other Revenue	$1,689,113	PYOtherRevenueAmt
CY Other Revenue	$1,135,818	CYOtherRevenueAmt
PY Total Revenue	$340,740,479	PYTotalRevenueAmt
CY Total Revenue	$307,542,955	CYTotalRevenueAmt
PY Grants And Similar Paid	$66,461,510	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$67,616,511	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$113,859,118	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$119,276,850	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$9,254,001	CYTotalFundraisingExpenseAmt
PY Other Expenses	$97,847,554	PYOtherExpensesAmt
CY Other Expenses	$84,904,846	CYOtherExpensesAmt
PY Total Expenses	$278,168,182	PYTotalExpensesAmt
CY Total Expenses	$271,798,207	CYTotalExpensesAmt
PY Revenues Less Expenses	$62,572,297	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$35,744,748	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,617,539,810	TotalAssetsBOYAmt
Total Assets EOY	$1,634,406,536	TotalAssetsEOYAmt
Total Liabilities BOY	$416,015,371	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$415,347,719	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,201,524,439	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,219,058,817	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$240,358,556	ExpenseAmt
Grant	$67,616,511	GrantAmt
Revenue	$209,427,750	RevenueAmt
Desc	TO PROVIDE A WORLD-CLASS AND DEMANDING UNDERGRADUATE EDUCATIONAL EXPERIENCE FOR A TALENTED AND DIVERSE GROUP OF APPROXIMATELY 2,900 STUDENTS. THE PURPOSE IS TO DEVELOP WISE, THOUGHTFUL, CRITICAL THINKERS AND PERCEPTIVE LEADERS BY ENCOURAGING YOUNG MEN AND WOMEN TO FULFILL THEIR POTENTIAL THROUGH RESIDENCE IN A COMMUNITY THAT VALUES ALL FORMS OF INTELLECTUAL RIGOR AND RESPECTS THE COMPLEXITY OF HUMAN UNDERSTANDING.	Desc
Total Program Service Expenses	$240,358,556	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (true)	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	802	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	3258	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	AS	ForeignCountryCd
Foreign Country	FR	ForeignCountryCd
Foreign Country	GM	ForeignCountryCd
Foreign Country	JM	ForeignCountryCd
Foreign Country	JA	ForeignCountryCd
Foreign Country	SP	ForeignCountryCd
Foreign Country	UK	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	35	GoverningBodyVotingMembersCnt
Independent Voting Member	33	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

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

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Key EmployeeKeyEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
BRIAN W CASEY
PRESIDENT	60.0	0.0	Yes (X)	Yes (X)	$766,904	$0	$108,749
MATTHEW LANGEL
HEAD COACH MEN'S BASKETBALL	50.0	0.0			$430,018	$0	$42,315	Yes (X)
JOSEPH S HOPE
SR VP-FIN & ADMIN, CIO, TREAS	50.0	0.0		Yes (X)	$395,255	$0	$42,315
TRACEY HUCKS
DEAN OF FACULTY & PROVOST	50.0	0.0			$339,478	$0	$75,149		Yes (X)
NICKI MOORE
VP & DIRECTOR OF ATHLETICS	50.0	0.0			$354,349	$0	$43,225		Yes (X)
DANIEL HUNT
FOOTBALL COACH	50.0	0.0			$312,854	$0	$71,163	Yes (X)
PAUL MISCHLER
VICE PRESIDENT FOR ADVANCEMENT	50.0	0.0			$324,262	$0	$48,004		Yes (X)
ROBERT TYBURSKI
VP & SENIOR ADVISOR, SECRETARY	50.0	0.0		Yes (X)	$282,529	$0	$47,111
TRISH ST LEGER
VICE PROVOST	50.0	0.0			$245,758	$0	$69,654	Yes (X)
PAUL MCLOUGHLIN
VP & DEAN OF THE COLLEGE	50.0	0.0			$233,627	$0	$66,722		Yes (X)
CHRISTOPHER WELLS
SENIOR ADVISOR TO PRESIDENT	50.0	0.0			$247,551	$0	$42,473		Yes (X)
MURRAY DECOCK
SR ADV/STRATEGIC INITIATIVE	40.0	0.0			$248,211	$0	$34,229			Yes (X)
LAURA JACK
VP COMMUNICATIONS	50.0	0.0			$238,901	$0	$34,552	Yes (X)
MICHAEL HAINES
PROFESSOR	50.0	0.0			$226,286	$0	$39,620	Yes (X)
HANNA RODRIGUEZ-FARRAR
SECRETARY	50.0	0.0		Yes (X)	$200,107	$0	$41,716
JILL HARSIN
FORMER INTERIM PRESIDENT	50.0	0.0			$183,114	$0	$32,548			Yes (X)
CONSTANCE HARSH
FORMER KEY EMPLOYEE	50.0	0.0			$165,862	$0	$29,859			Yes (X)
PATRICIA APELIAN AITKEN
TRUSTEE	3.0	0.0	Yes (X)		$0	$0	$0
BRION B APPLEGATE
TRUSTEE	3.0	0.0	Yes (X)		$0	$0	$0
DANIEL C BENTON
TRUSTEE	3.0	0.0	Yes (X)		$0	$0	$0
THOMAS S BOZZUTO JR
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
GRETCHEN H BURKE
TRUSTEE	3.0	0.0	Yes (X)		$0	$0	$0
CHRISTINE J CHAO
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
H LEROY CODY JR
TRUSTEE	4.0	0.0	Yes (X)		$0	$0	$0
CELIA A COLBERT
TRUSTEE	4.0	0.0	Yes (X)		$0	$0	$0
GUS P COLDEBELLA
VICE CHAIR	6.0	3.0	Yes (X)		$0	$0	$0
ERIC A COLE
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
MELISSA J COLEY
TRUSTEE	3.0	0.0	Yes (X)		$0	$0	$0
GIOVANNI CUTAIA
TRUSTEE	3.0	0.0	Yes (X)		$0	$0	$0
TERESA DELGADO
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
THOMAS W DEMPSEY JR
TRUSTEE	4.0	0.0	Yes (X)		$0	$0	$0
CARMINE DISIBIO
TRUSTEE	4.0	0.0	Yes (X)		$0	$0	$0
THERESA DONAHUE EGLER
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
SONYA A FALCONE
TRUSTEE	3.0	0.0	Yes (X)		$0	$0	$0
JULIAN W FARRIOR III
TRUSTEE	4.0	0.0	Yes (X)		$0	$0	$0
JEANNE A FOLLANSBEE
TRUSTEE	6.0	0.0	Yes (X)		$0	$0	$0
ANDREW S GREENFIELD
TRUSTEE	3.0	0.0	Yes (X)		$0	$0	$0
JOHN A HAYES
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
MICHAEL J HERLING
BOARD CHAIR	10.0	0.0	Yes (X)		$0	$0	$0
KIMBERLY HUFFARD
TRUSTEE	3.0	0.0	Yes (X)		$0	$0	$0
BECKY B HURLEY
TRUSTEE	4.0	0.0	Yes (X)		$0	$0	$0
ROBERT C JOHNSON
TRUSTEE	3.0	0.0	Yes (X)		$0	$0	$0
NINA KOHLER
TRUSTEE	3.0	0.0	Yes (X)		$0	$0	$0
NORA GLEASON LEARY
TRUSTEE	4.0	0.0	Yes (X)		$0	$0	$0
AMY VULLO MACMILLAN
TRUSTEE	3.0	0.0	Yes (X)		$0	$0	$0
JOSEPH P MCGRATH JR
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
DENNISTON M REID
TRUSTEE	3.0	0.0	Yes (X)		$0	$0	$0
CLARISSA V SHAH
TRUSTEE	3.0	0.0	Yes (X)		$0	$0	$0
JEFFREY W SHARP
TRUSTEE	3.0	0.0	Yes (X)		$0	$0	$0
ANDREW W SWEET
TRUSTEE	4.0	0.0	Yes (X)		$0	$0	$0
THOMAS B TYREE JR
TRUSTEE	3.0	0.0	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$5,195,066	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$869,404	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	249	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
THE HAYNER HOYT CORPORATION
625 ERIE BLVD WEST	SYRACUSE	NY	13204	CONSTRUCTION	$9,454,270
CHARTWELL'S
PO BOX 417632	BOSTON	MA	02241	FOOD SERVICE	$8,851,159
Sports Fields Inc
3760 Sixes Road Ste 126-331	CANTON	GA	30114	Construction	$1,232,703
First Transit Inc
126 Leilanis Way	NORWICH	NY	13815	Transportation	$920,593
Daktronics Incorporated
331 32nd Avenue PO Box 5128	BROOKINGS	SD	57006	Construction	$802,508

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	5	CntrctRcvdGreaterThan100KCnt
Government Grants	$3,816,909	GovernmentGrantsAmt
All Other Contributions	$37,926,955	AllOtherContributionsAmt
Noncash Contributions	$10,089,719	NoncashContributionsAmt
Total Contributions	$41,743,864	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION AND FEES	900099	$176,960,020	$176,960,020
SALES & SERVIES OF AUXILIARIES	900099	$29,099,294	$28,278,811	$820,483
OTHER EDUCATION ACTIVITIES	900099	$3,368,436	$3,368,436

Field	Value	IRS element (for citing)
Total Program Service Revenue	$209,427,750	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,399,813	TotalRevenueColumnAmt
Unrelated Business Revenue	$1,087,622	UnrelatedBusinessRevenueAmt
Exclusion	$4,312,191	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$155,055	TotalRevenueColumnAmt
Exclusion	$155,055	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$654,648	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$949,030	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$294,382	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$294,382	TotalRevenueColumnAmt
Exclusion	-$294,382	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$199,507,207	SecuritiesAmt
Other	$9,039	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$149,680,536	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$49,826,671	SecuritiesAmt
Other	$9,039	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$49,835,710	TotalRevenueColumnAmt
Exclusion	$49,835,710	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$3,629,378	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$2,354,233	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,275,145	TotalRevenueColumnAmt
Exclusion	$1,275,145	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$307,542,955	TotalRevenueColumnAmt
Related Or Exempt Func Income	$208,607,267	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,908,105	UnrelatedBusinessRevenueAmt
Exclusion	$55,283,719	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$796,813	TotalAmt
Program Services	$796,813	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$63,935,364	TotalAmt
Program Services	$63,935,364	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$2,884,334	TotalAmt
Program Services	$2,884,334	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$2,931,305	TotalAmt
Program Services	$2,931,305	ProgramServicesAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$530,681	TotalAmt
Program Services	$530,681	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$89,513,348	TotalAmt
Program Services	$73,185,708	ProgramServicesAmt
Management And General	$10,944,543	ManagementAndGeneralAmt
Fundraising	$5,383,097	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$8,780,621	TotalAmt
Program Services	$7,239,390	ProgramServicesAmt
Management And General	$1,032,599	ManagementAndGeneralAmt
Fundraising	$508,632	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$11,080,837	TotalAmt
Program Services	$9,070,823	ProgramServicesAmt
Management And General	$1,349,203	ManagementAndGeneralAmt
Fundraising	$660,811	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$6,440,058	TotalAmt
Program Services	$5,308,767	ProgramServicesAmt
Management And General	$758,535	ManagementAndGeneralAmt
Fundraising	$372,756	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$6,217,808	TotalAmt
Program Services	$5,248,679	ProgramServicesAmt
Management And General	$828,692	ManagementAndGeneralAmt
Fundraising	$140,437	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$548,233	TotalAmt
Program Services	$462,784	ProgramServicesAmt
Management And General	$73,067	ManagementAndGeneralAmt
Fundraising	$12,382	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$232,000	TotalAmt
Program Services	$195,840	ProgramServicesAmt
Management And General	$30,920	ManagementAndGeneralAmt
Fundraising	$5,240	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$5,000	TotalAmt
Program Services	$4,221	ProgramServicesAmt
Management And General	$666	ManagementAndGeneralAmt
Fundraising	$113	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,038,470	TotalAmt
Program Services	$876,611	ProgramServicesAmt
Management And General	$138,404	ManagementAndGeneralAmt
Fundraising	$23,455	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$9,455,715	TotalAmt
Program Services	$7,981,915	ProgramServicesAmt
Management And General	$1,260,231	ManagementAndGeneralAmt
Fundraising	$213,569	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$4,905,812	TotalAmt
Program Services	$4,120,882	ProgramServicesAmt
Management And General	$367,936	ManagementAndGeneralAmt
Fundraising	$416,994	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,062,974	TotalAmt
Program Services	$1,062,974	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$7,380,424	TotalAmt
Program Services	$6,617,997	ProgramServicesAmt
Management And General	$344,500	ManagementAndGeneralAmt
Fundraising	$417,927	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$10,177,163	TotalAmt
Program Services	$10,177,163	ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$15,479,892	TotalAmt
Program Services	$14,313,191	ProgramServicesAmt
Management And General	$1,011,798	ManagementAndGeneralAmt
Fundraising	$154,903	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$3,043,305	TotalAmt
Program Services	$1,783,377	ProgramServicesAmt
Management And General	$1,214,278	ManagementAndGeneralAmt
Fundraising	$45,650	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
GENERAL OPERATING COSTS	$13,417,902	$10,978,427	$1,811,886	$627,589
UTILITIES	$4,606,135	$3,987,358	$494,153	$124,624
REPAIRS & MAINTENANCE	$4,550,682	$3,885,593	$520,921	$144,168
LIBRARY ACQUISITIONS	$2,783,331	$2,778,359	$3,318	$1,654

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$271,798,207	TotalAmt
Program Services	$240,358,556	ProgramServicesAmt
Management And General	$22,185,650	ManagementAndGeneralAmt
Fundraising	$9,254,001	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$3,801,899	BOYAmt
EOY	$2,725,486	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$19,326,063	BOYAmt
EOY	$34,401,772	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$31,150,829	BOYAmt
EOY	$23,905,826	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$3,670,810	BOYAmt
EOY	$3,650,135	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$1,060,851	BOYAmt
EOY	$767,647	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$1,883,726	BOYAmt
EOY	$2,001,240	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,935,304	BOYAmt
EOY	$1,103,981	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$747,028,404	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$292,753,041	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$457,450,090	BOYAmt
EOY	$454,275,363	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$119,769,499	BOYAmt
EOY	$347,428,442	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$963,043,288	BOYAmt
EOY	$751,002,047	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$14,447,451	BOYAmt
EOY	$13,144,597	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,617,539,810	BOYAmt
EOY	$1,634,406,536	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$20,209,043	BOYAmt
EOY	$18,327,324	EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$12,816,641	BOYAmt
EOY	$17,193,586	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$200,997,640	BOYAmt
EOY	$108,453,166	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$131,977,413	BOYAmt
EOY	$220,504,343	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$50,014,634	BOYAmt
EOY	$50,869,300	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$416,015,371	BOYAmt
EOY	$415,347,719	EOYAmt

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

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$391,479,316	BOYAmt
EOY	$410,005,679	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$810,045,123	BOYAmt
EOY	$809,053,138	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,201,524,439	BOYAmt
EOY	$1,219,058,817	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,617,539,810	BOYAmt
EOY	$1,634,406,536	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$35,744,748	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$17,463,389	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$746,981	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$29,779,256	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$32,246,334	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$30,886,868	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$70,318,653	CurrentTaxYearMinus1YearAmt
Current Tax Year	$41,743,864	CurrentTaxYearAmt
Total	$204,974,975	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$29,779,256	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$32,246,334	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$30,886,868	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$70,318,653	CurrentTaxYearMinus1YearAmt
Current Tax Year	$41,743,864	CurrentTaxYearAmt
Total	$204,974,975	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$31,882,876	SubstantialContributorsTotAmt
Public Support Total170	$173,092,099	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$6,521,059	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,120,026	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$8,812,501	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$10,379,816	CurrentTaxYearMinus1YearAmt
Current Tax Year	$6,209,516	CurrentTaxYearAmt
Total	$38,042,918	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$243,017,893	TotalSupportAmt
Gross Receipts Rltd Activities	$763,777,827	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.71226	PublicSupportCY170Pct
Public Support PY170	0.71813	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp
Total Direct Lobbying		TotalDirectLobbyingGrp
Total Lobbying Expend		TotalLobbyingExpendGrp
Other Exempt Purpose Expend		OtherExemptPurposeExpendGrp
Total Exempt Purpose Expend		TotalExemptPurposeExpendGrp
Lobbying Nontaxable Amount		LobbyingNontaxableAmountGrp
Grassroots Nontaxable		GrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp
Volunteers	false	VolunteersInd
Paid Staff Or Management	false	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (true)	DirectContactLegislatorsInd
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$5,000	OtherActivitiesAmt
Total Lobbying Expenditures	$5,000	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Form 990, Schedule C, Part II-B, Line 1G

COLGATE UNIVERSITY STAFF FROM TIME TO TIME SENDS LETTERS TO POLITICAL REPRESENTATIVES EXPRESSING OPINIONS ON CERTAIN LEGISLATION AND TOPICS. DURING THE CURRENT FISCAL YEAR, COLGATE DID NOT INCUR ANY EXPENSES FOR THESE ACTIVITIES.

FORM 990, SCHEDULE C, PART II-B, LINE 1I

COLGATE UNIVERSITY BELONGS TO MEMBER ORGANIZATIONS WHICH MAY OR MAY NOT ENGAGE IN LOBBYING ACTIVITIES. AGGREGATE DUES IN THE AMOUNT OF $200,000 WERE PAID DURING THE FISCAL YEAR AND REPORTED ON THIS RETURN. SOME PORTION OF THOSE DUES MAY BE UTILIZED FOR LOBBYING ACTIVITIES. From time to time, Colgate works with outside firms to lobby for grants to fund certain capital projects. During the current fiscal year, Colgate did not incur any expenses related to outside firms.

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$1	RevenuesIncludedAmt
Assets Included	$16,376,961	AssetsIncludedAmt

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

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$949,230,415	BeginningYearBalanceAmt
Contributions	$27,128,647	ContributionsAmt
Investment Earnings Or Losses	$31,046,267	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$19,319,531	GrantsOrScholarshipsAmt
Other Expenditures	$28,236,147	OtherExpendituresAmt
Administrative Expenses	$197,020	AdministrativeExpensesAmt
End Year Balance	$959,652,631	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$934,593,611	BeginningYearBalanceAmt
Contributions	$18,713,284	ContributionsAmt
Investment Earnings Or Losses	$44,112,157	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$19,144,981	GrantsOrScholarshipsAmt
Other Expenditures	$28,649,903	OtherExpendituresAmt
Administrative Expenses	$393,753	AdministrativeExpensesAmt
End Year Balance	$949,230,415	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$883,350,926	BeginningYearBalanceAmt
Contributions	$20,007,630	ContributionsAmt
Investment Earnings Or Losses	$77,829,399	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$18,373,211	GrantsOrScholarshipsAmt
Other Expenditures	$27,590,098	OtherExpendituresAmt
Administrative Expenses	$631,035	AdministrativeExpensesAmt
End Year Balance	$934,593,611	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$824,316,121	BeginningYearBalanceAmt
Contributions	$11,002,068	ContributionsAmt
Investment Earnings Or Losses	$92,351,818	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$17,396,478	GrantsOrScholarshipsAmt
Other Expenditures	$26,518,589	OtherExpendituresAmt
Administrative Expenses	$404,014	AdministrativeExpensesAmt
End Year Balance	$883,350,926	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$889,678,454	BeginningYearBalanceAmt
Contributions	$6,886,122	ContributionsAmt
Investment Earnings Or Losses	-$30,459,782	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$16,559,332	GrantsOrScholarshipsAmt
Other Expenditures	$24,900,590	OtherExpendituresAmt
Administrative Expenses	$328,751	AdministrativeExpensesAmt
End Year Balance	$824,316,121	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.21970	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.33700	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.44330	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$45,914,690	OtherCostOrOtherBasisAmt
Book Value	$45,914,690	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$586,246,135	OtherCostOrOtherBasisAmt
Depreciation	$206,642,765	DepreciationAmt
Book Value	$379,603,370	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$7,392,670	OtherCostOrOtherBasisAmt
Depreciation	$7,312,000	DepreciationAmt
Book Value	$80,670	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$107,474,909	OtherCostOrOtherBasisAmt
Depreciation	$78,798,276	DepreciationAmt
Book Value	$28,676,633	BookValueAmt

Field	Value	IRS element (for citing)
Other Land Buildings		OtherLandBuildingsGrp
Total Book Value Land Buildings	$454,275,363	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (9 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
REAL ASSETS	$61,848,117	F
INTERMEDIATE TERM INVESTMENTS	$120,054,343	F
CASH EQUIVALENTS	$46,114,980	F
EQUITY INVESTMENTS	$62,240,861	F
FIXED INCOME INVESTMENTS	$10,511,562	F
PRIVATE EQUITY	$108,115,649	F
VENTURE CAPITAL	$78,074,819	F
HEDGE	$263,197,738	F
OTHER	$843,978	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$751,002,047	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
ANNUITIES & DEF. GIVING ARRANGEMENT	$16,742,468
POST-RETIREMENT BENEFIT OBLIGATIONS	$22,414,808
FEDERAL STUDENT LOAN FUNDS	$644,902
CONDITIONAL ARO	$11,067,122

Field	Value	IRS element (for citing)
Total Liability	$50,869,300	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, SCHEDULE D, PART III, LINE 4 - DESCRIPTION OF ARTWORK	THE PICKER ART GALLERY AT COLGATE UNIVERSITY SEEKS TO ENGAGE THE IMAGINATIONS, STIMULATE THE MINDS AND CAPTIVATE THE EYES OF ITS VISITORS - STUDENTS, FACULTY, STAFF, COMMUNITY MEMBERS AND TRAVELERS ALIKE. IT AIMS TO SERVE AS A LABORATORY FOR THE EXPLORATION AND PRESENTATION OF NEW IDEAS ABOUT AND RELATED TO ART; AS A FORUM FOR INTERDISCIPLINARY COLLABORATIONS GROUNDED IN VISUAL UNDERSTANDING; AS A BEACON OF EXCELLENCE IN ITS EXHIBITIONS, PROJECTS AND PUBLICATIONS; AND AS A SANCTUARY FOR THE CONTEMPLATION AND ENJOYMENT OF ART. THE LONGYEAR MUSEUM OF ANTHROPOLOGY IS MAINTAINED BY THE DEPARTMENT OF SOCIOLOGY AND ANTHROPOLOGY AS A TEACHING MUSEUM. THE COLLECTION OF ARCHAEOLOGICAL AND ETHNOLOGICAL MATERIALS, PRIMARILY RELATED TO THE AMERICAN INDIAN AND PALEOLITHIC IMPLEMENTS, INCLUDES THE MORTIMER C. HOWE COLLECTION OF AMERICAN INDIAN ARTIFACTS, THE HERBERT W. BIGFORD COLLECTION OF ONEIDA INDIAN ARCHAEOLOGY AND THE WALTER BENNETT COLLECTION OF IROQUOIS AND PRE-IROQUOIS ITEMS. THE ROBERT M. LINSLEY GEOLOGY EXHIBITS MINERALS, ROCKS, AND FOSSILS, HIGHLIGHTING THE BEAUTY AND WONDER OF THESE OBJECTS WHILE ALSO INFORMING VISITORS ABOUT HOW GEOLOGISTS STUDY THE EARTH. THREADED THROUGHOUT THE MUSUEM IS A SPECIFIC FOCUS ON WHAT WE KNOW ABOUT NEW YORK STATE'S GEOLOGIC PAST.
FORM 990, SCHEDULE D, PART V, LINE 4 - USE OF ENDOWMENT FUNDS	THE ENDOWMENT IS MANAGED AND INVESTED TO PROVIDE CURRENT AND FUTURE SUPPORT FOR THE OPERATIONS OF THE UNIVERSITY. EXAMPLES OF SUPPORT PROVIDED INCLUDE FINANCIAL AID, FACILITIES UPKEEP, RESEARCH, FACULTY COMPENSATION AND OTHER ACADEMIC AND STUDENT OPERATIONS.
FORM 990, SCHEDULE D, PART X, LINE 2 - UNCERTAIN TAX POSITIONS	THE UNIVERSITY, INCLUDING COLGATE INN, LLC; HAMILTON INITIATIVE LLC; PALACE THEATRE, LLC; AND HAMILTON THEATRE, LLC, ALL SINGLE MEMBER LIMITED LIABILITY CORPORATIONS OF WHICH THE UNIVERSITY IS THE SOLE MEMBER, GENERALLY DOES NOT PROVIDE FOR INCOME TAXES SINCE IT IS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE UNIVERSITY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED BY THE RELEVANT TAXING AUTHORITY. THE UNIVERSITY BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS.

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

FORM 990, SCHEDULE E, PART 1, LINE 3

COLGATE UNIVERSITY FULLY SUBSCRIBES TO ALL FEDERAL AND STATE CIVIL RIGHTS LAWS BANNING DISCRIMINATION IN PRIVATE INSTITUTIONS OF HIGHER EDUCATION. THESE INCLUDE BUT ARE NOT LIMITED TO TITLE IX AND TITLE VI OF THE EDUCATION AMENDMENTS OF 1972, TITLE VII OF THE CIVIL RIGHTS ACT OF 1964, THE AMERICAN WITH DISABILITIES ACT, THE REHABILITATION ACT, AND THE NEW YORK STATE HUMAN RIGHTS LAW. COLGATE IS COMMITTED NOT ONLY TO COMPLIANCE WITH THESE LAWS BUT WITH PROMOTING A COMMUNITY THAT LIVES OUT THE VALUES THESE EQUAL OPPORTUNITY LAWS ENVISION. THE UNIVERSITY PUBLICIZES ITS RACIALLY NON-DISCRIMINATORY POLICY ON ITS WEBSITE AND ANNUALLY IN THE UNIVERSITY CATALOGUE. In addition, the University has demonstrated that it follows this policy by continuously enrolling students of racial minority groups in meaningful numbers. Accordingly, Colgate University meets the requirements of Rev. Proc. 75-50 (see Section 4.03(2)(B)). Colgate University's policies can also be fund at https://www.colgate.edu/about/offices-centers-institutes/provost-and-dean- faculty/equity-and-diversity/non-discrimination.

FORM 990, SCHEDULE E, PART I, LINE 6A

COLGATE UNIVERSITY PARTICIPATES IN THE TITLE IV AID PROGRAMS OF THE FEDERAL GOVERNMENT, RECEIVES RESTRICTED GRANTS AND UNRESTRICTED GIFTS FROM THE STATE OF NEW YORK AND WILL APPLY AS APPROPRIATE FOR GRANTS AWARDED ON A COMPETITIVE BASIS BY THE STATE OR FEDERAL GOVERNMENT.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (13 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
East Asia and the Pacific	2	2	Program Services	STUDY GROUPS	$242,654
South Asia	11	11	Program Services	STUDY GROUPS	$1,910,305
Europe (Including Iceland and Greenland)	3	3	Program Services	STUDY GROUPS	$262,364
North America			Investments		$13,848,246
Sub-Saharan Africa			Investments		$2,672,919
Central America and the Caribbean			Investments		$179,962,524
Europe (Including Iceland and Greenland)			Investments		$9,370,000
East Asia and the Pacific			Grantmaking	Financial Aid	$565,860
Europe (Including Iceland and Greenland)			Grantmaking	Financial Aid	$1,602,819
Sub-Saharan Africa	1	1	Program Services	Study Groups	$225,935
Sub-Saharan Africa			Grantmaking	Financial Aid	$315,680
Central America and the Caribbean	1	1	Program Services	Study Groups	$97
South Asia			Grantmaking	Financial Aid	$399,975

Field	Value	IRS element (for citing)
Subtotal Offices	18	SubtotalOfficesCnt
Subtotal Employees	18	SubtotalEmployeesCnt
Total Office	18	TotalOfficeCnt
Total Employee	18	TotalEmployeeCnt
Subtotal Spent	$211,379,378	SubtotalSpentAmt
Total Spent	$211,379,378	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
Grantmaking	East Asia and the Pacific	20	$565,860
Grantmaking	Europe (Including Iceland and Greenland)	59	$1,602,819
Grantmaking	South Asia	13	$399,975
Grantmaking	Sub-Saharan Africa	12	$315,680

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

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	FORM 990, SCHEDULE F, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE U.S.: Financial aid ("grants") is awarded based on need as determined by an analysis of each applicants required submission of a College Scholarship Profile, a Free Application for Federal Student Aid (FAFSA), and (when applicable) federal tax returns. Grants awarded through the Financial Aid Office are disbursed directly to the student's tuition account where they are applied to educational charges. Grants are awarded in combination with an expected family contribution, if any, to meet an individual's educational program budget. Grants are reviewed annually for compliance by an independent audit firm.	ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (9 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
HAMILTON CENTRAL SCHOOL
47 W KENDRICK	HAMILTON	NY	13346	156002230	PUBLIC SCHOOL	$227,505	GENERAL FUNDING
VILLAGE OF HAMILTON
3 BROAD ST	HAMILTON	NY	13346	156001316	VILLAGE	$147,400	GENERAL FUNDING
PARTNERSHIP FOR COMMUNITY DEV
11 PAYNE ST	HAMILTON	NY	13346	161572206	501(C)(3)	$100,177	GENERAL FUNDING
COMMUNITY MEMORIAL HOSPITAL
150 BROAD ST	HAMILTON	NY	13346	161603283	501(C)(3)	$25,000	GENERAL FUNDING
COLGATE UNIV ALUMNI CORP
13 OAK DRIVE	HAMILTON	NY	13346	150532083	501(C)(3)	$71,936	GENERAL FUNDING
SOMAC
PO Box 453	Hamilton	NY	13346	222753658	501(C)(3)	$10,000	GENERAL FUNDING
Arts at the Palace
PO Box 177	Hamilton	NY	13346	205762886	501(C)(3)	$30,000	General Funding
Chenango Nursery School
59 West Kendrick Avenue	Hamilton	NY	13346	160901859	501(c)(3)	$68,664	General Funding
Town of Hamilton
16 Broad Street	Hamilton	NY	13346	156000972	TOWN	$111,133	GENERAL FUNDING

Field	Value	IRS element (for citing)
Total501c3 Org	9	Total501c3OrgCnt

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

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
SCHOLARSHIPS TO STUDENTS	1289	$63,122,363
CARES ACT EMERGENCY STUDENT GRANTS	886	$813,001

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
GRANT PROCEDURES	COLGATE UNIVERSITY OFFERS GRANTS & LOANS TO STUDENTS ON THE BASIS OF DEMONSTRATED FINANCIAL NEED. STUDENTS MUST MEET CERTAIN ELIGIBILITY REQUIREMENTS. GRANTS AND LOANS ARE ADMINISTERED BY THE FINANCIAL AID OFFICE. STUDENTS AND THEIR PARENTS COMPLETE EXTENSIVE APPLICATION MATERIALS, SUBMIT TAX RETURNS AND OTHER SUPPORTING DOCUMENTATION TO SUPPORT THEIR CLAIM FOR FINANCIAL ASSISTANCE. COLGATE ALSO OFFERS A LIMITED NUMBER OF ATHLETIC SCHOLARSHIPS (NON-NEED BASED) THAT ARE AVAILABLE FOR SELECT INTERCOLLEGIATE SPORTS.
FORM 990, SCHEDULE I, PART II, LINE 1	COLGATE UNIVERSITY RECEIVES VARIOUS REQUESTS FOR GRANTS AND OTHER SUPPORT FROM LOCAL ENTITIES THROUGHOUT THE FISCAL YEAR. THE ENTITIES SELECTED TO RECEIVE GRANTS, AS LISTED IN PART II, ARE SELECTED TO RECEIVE FUNDING SOLELY FOR LOCAL PURPOSES.
FORM 990, SCHEDULE I, PART III, LINE 2	Federal Cares Act Higher Education Emergency Relief Fund On April 23, 2020, Colgate University signed and returned to the U.S. Department of Education the Recipient's Funding Certification and Agreement relative to emergency financial aid grants to students made available under the Coronavirus Aid, Relief, and Economic Security (CARES) Act, which was passed by Congress and signed into law on March 27, 2020. Subsequent to signing and returning the Agreement to the U.S. Department of Education, Colgate University received, on May 7, 2020, funding in the amount of $818,001. The funds are to be used by Colgate to issue direct grants to students whose lives have been disrupted by Covid-19. Pursuant to the CARES Act, the grants are to be used by students for expenses related to the disruption of campus operations due to the coronavirus pandemic such as housing, food, course materials, technology, healthcare and childcare. As of June 30, 2020, Colgate University has distributed $813,001 in emergency financial aid grants under Section 18004(a)(1) of the CARES Act to 886 students.

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
BRIAN W CASEY
PRESIDENT	$659,518	$0	$85,000	$0	$22,386	$0	$40,182	$0	$68,567	$0	$875,653	$0	$0	$0
MATTHEW LANGEL
HEAD COACH MEN'S BASKETBALL	$355,622	$0	$72,500	$0	$1,896	$0	$34,658	$0	$7,657	$0	$472,333	$0	$0	$0
JOSEPH S HOPE
SR VP-FIN & ADMIN, CIO, TREAS	$352,361	$0	$40,000	$0	$2,894	$0	$34,658	$0	$7,657	$0	$437,570	$0	$0	$0
TRACEY HUCKS
DEAN OF FACULTY & PROVOST	$337,744	$0	$0	$0	$1,734	$0	$41,582	$0	$33,567	$0	$414,627	$0	$0	$0
NICKI MOORE
VP & DIRECTOR OF ATHLETICS	$275,515	$0	$69,500	$0	$9,334	$0	$34,658	$0	$8,567	$0	$397,574	$0	$0	$0
DANIEL HUNT
FOOTBALL COACH	$284,815	$0	$25,000	$0	$3,039	$0	$34,658	$0	$36,505	$0	$384,017	$0	$0	$0
PAUL MISCHLER
VICE PRESIDENT FOR ADVANCEMENT	$270,873	$0	$0	$0	$53,389	$0	$41,582	$0	$6,422	$0	$372,266	$0	$0	$0
ROBERT TYBURSKI
VP & SENIOR ADVISOR, SECRETARY	$266,773	$0	$0	$0	$15,756	$0	$39,454	$0	$7,657	$0	$329,640	$0	$0	$0
TRISH ST LEGER
VICE PROVOST	$225,376	$0	$0	$0	$20,382	$0	$33,149	$0	$36,505	$0	$315,412	$0	$0	$0
PAUL MCLOUGHLIN
VP & DEAN OF THE COLLEGE	$231,743	$0	$0	$0	$1,884	$0	$28,165	$0	$38,557	$0	$300,349	$0	$0	$0
CHRISTOPHER WELLS
SENIOR ADVISOR TO PRESIDENT	$219,831	$0	$0	$0	$27,720	$0	$33,906	$0	$8,567	$0	$290,024	$0	$0	$0
MURRAY DECOCK
SR ADV/STRATEGIC INITIATIVE	$235,515	$0	$0	$0	$12,696	$0	$26,572	$0	$7,657	$0	$282,440	$0	$0	$0
LAURA JACK
VP COMMUNICATIONS	$217,572	$0	$0	$0	$21,329	$0	$25,985	$0	$8,567	$0	$273,453	$0	$0	$0
MICHAEL HAINES
PROFESSOR	$222,022	$0	$0	$0	$4,264	$0	$31,963	$0	$7,657	$0	$265,906	$0	$0	$0
HANNA RODRIGUEZ-FARRAR
SECRETARY	$196,725	$0	$0	$0	$3,382	$0	$33,149	$0	$8,567	$0	$241,823	$0	$0	$0
JILL HARSIN
FORMER INTERIM PRESIDENT	$179,568	$0	$0	$0	$3,546	$0	$24,891	$0	$7,657	$0	$215,662	$0	$0	$0
CONSTANCE HARSH
FORMER KEY EMPLOYEE	$163,072	$0	$0	$0	$2,790	$0	$22,202	$0	$7,657	$0	$195,721	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

FORM 990, SCHEDULE J, PART I, LINE 1A

FIRST CLASS OR CHARTER TRAVEL: PRESIDENT CASEY WAS PERMITTED TO FLY FIRST CLASS OR CHARTER DURING THE FISCAL YEAR ON BUSINESS TRIPS. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: HOUSING ALLOWANCES ARE GRANTED ONLY WHEN IT IS SPECIFICALLY STATED IN AN EMPLOYMENT CONTRACT. SUCH ALLOWANCES ARE APPROVED AS PART OF THE EMPLOYEE'S COMPENSATION PACKAGE. PRESIDENT CASEY, DEAN HUCKS, AND DEAN MCLOUGHLIN WERE REQUIRED TO LIVE ON CAMPUS AS A CONDITION OF THEIR EMPLOYMENT AND FOR THE CONVENIENCE OF COLGATE, THEREFORE THEIR HOUSING AMOUNTS WERE NOT TAXABLE AND NOT INCLUDED IN THEIR W-2. The nontaxable housing allowance amounts are reported on Schedule J, Part II, Column (D) as nontaxable benefits. Health or social club dues: Joseph Hope was provided with a club membership. The membership was treated as taxable compensation and included in his W-2. PERSONAL SERVICES: PRESIDENT CASEY RECEIVES CERTAIN PERSONAL SERVICES PROVIDED AT HIS CAMPUS RESIDENCE. SUCH SERVICES WERE STIPULATED IN THEIR EMPLOYMENT CONTRACT. THE BENEFIT IS INCLUDED IN THE INDIVIDUAL'S FORM W-2, WHERE APPROPRIATE.

SCHEDULE J, PART I, LINE 7

The President, Chief Investment Officer, Men's Basketball Coach, Football Coach, and VP & Director of Athletics received non-fixed performance based payments.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
MCCRC-Series 2010A
A	272499520	557363AS7	2010-05-25	$36,532,630	CONST PROJECTS & REF SER 1999	false	false	false
MCCRC-Series 2012A
B	272499520	557363BJ6	2012-06-15	$30,709,683	Refi of Series 2003A & 2003B	false	false	false
MCCRC-Series 2013A
C	272499520	557363BY3	2013-02-14	$49,773,660	Refinance Series 2004	false	false	false
MCCRC-Series 2015A
D	272499520	557363CK2	2015-05-14	$45,563,513	Refinance Series 2005A	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$6,420,000	$26,070,000	$36,532,630	$0	$0	$0	$662,077	$0	$0	$15,039,266	$20,850,672	$0	2012	Yes (true)	false	Yes (true)	Yes (true)
B	$8,765,000	$12,270,000	$30,709,683	$0	$0	$0	$490,076	$0	$0	$0	$30,219,607	$0	2012	false	Yes (true)	Yes (true)	Yes (true)
C	$0	$41,185,000	$49,773,660	$0	$0	$0	$759,011	$0	$0	$0	$49,014,649	$0	2013	false	Yes (true)	Yes (true)	Yes (true)
D	$0	$0	$45,563,513	$0	$0	$0	$781,253	$0	$0	$0	$44,782,260	$0	2015	false	Yes (true)	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd
A	false	false	Yes (true)	Yes (true)	false	0.00010	0.00940	0.00950	false	false	false	Yes (true)
B	false	false	Yes (true)	Yes (true)	false	0.00060	0.00730	0.00790	false	false	false	Yes (true)
C	false	Yes (true)	Yes (true)	Yes (true)	false	0			false	false	false	Yes (true)
D	false	false	Yes (true)	Yes (true)	Yes (true)	0	0.00030	0.00030	false	false	false	Yes (true)	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd	Exception To RebateExceptionToRebateInd
0
A	false	Yes (true)	false	false	false	0	false	Yes (true)
0
B	false	Yes (true)	false	false	false	0	false	Yes (true)
0
C	false	Yes (true)	false	false	false	0	false	Yes (true)
0
D	false		false	false	false	0	false	Yes (true)	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART IV, QUESTION 2C	REBATE COMPUTATION PERFORMED ON: Set 1 Part IV, Column A: 2010 - APRIL 3, 2013 Part IV, Column B: 2012 - JUNE 15, 2012 Part IV, Column C: 2013A - FEBRUARY 14, 2013 Set 2 Part IV, Column A: 2015B - February 14, 2019 Part IV, Line 2b, Column D THE SIX MONTHS SPENDING EXCEPTION WAS MET DUE TO THE FACT PROCEEDS WERE USED FOR REFUNDING A PRIOR ISSUE WITHIN SIX MONTHS AFTER THE DATE OF ISSUANCE.
SCHEDULE K, PART III, LINES 3C AND 3D	THERE ARE RESEARCH AGREEMENTS THAT INVOLVE THE USE OF BOND FINANCED SPACE WHICH THE UNIVERSITY ROUTINELY ENGAGES BOND COUNSEL TO REVIEW WHETHER ANY RESEARCH AGREEMENTS RESULT IN PRIVATE BUSNESS USE. BASED ON REVIEW, NO KNOWN PRIVATE BUSINESS USE IS EVIDENT.
SCHEDULE K, PART II, LINE 3, MCCRC-SERIES 2010A	THE TOTAL PROCEEDS ARE NOT IDENTICAL TO THE ISSUE PRICE LISTED BECAUSE THE AMOUNT REPORTED INCLUDES $19,385 OF INTEREST EARNINGS.
SCHEDULE K, PART II, LINE 3, COLUMN A2	THE TOTAL PROCEEDS ARE NOT IDENTICAL TO THE ISSUE PRICE LISTED BECAUSE THE AMOUNT REPORTED INCLUDES $81,696 OF INTEREST EARNINGS.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	MCCRC-Series 2015B	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	272499520	BondIssuerEIN
CUSIP	557363DH8	CUSIPNum
Bond Issued	2015-07-08	BondIssuedDt
Issue Price	$54,998,052	IssuePriceAmt
Purpose	New dorm and other campus proj	PurposeDesc
Defeased	false	DefeasedInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Pool Financing	false	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Retired	$0	RetiredAmt
Bond Defeased	$0	BondDefeasedAmt
Total Proceeds	$55,079,749	TotalProceedsAmt
In Reserve Fund	$0	InReserveFundAmt
Capitalized Interest	$0	CapitalizedInterestAmt
Refunding Escrow	$0	RefundingEscrowAmt
Issuance Costs From Proceeds	$877,758	IssuanceCostsFromProceedsAmt
Credit Enhancement	$0	CreditEnhancementAmt
Working Capital Expenditures	$0	WorkingCapitalExpendituresAmt
Capital Expenditures	$54,201,991	CapitalExpendituresAmt
Other Spent Proceeds	$0	OtherSpentProceedsAmt
Unspent	$0	UnspentAmt
Refunding Tax Exempt Bonds	false	RefundingTaxExemptBondsInd
Refunding Taxable Bonds	false	RefundingTaxableBondsInd
Final Allocation Made	Yes (true)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (true)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	false	OwningBondFinancedPropertyInd
Any Lease Arrangements	false	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	Yes (true)	MgmtContractBondFincdPropInd
Engage Bond Counsel Contracts	Yes (true)	EngageBondCounselContractsInd
Any Research Agreements	false	AnyResearchAgreementsInd
Private Bus Use By Others	0	PrivateBusUseByOthersPct
Private Bus Concerning UBI	0.00240	PrivateBusConcerningUBIPct
Total Private Business Use	0.00240	TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test	false	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	false	ChangeInUseBondFinancedPropInd
Remedial Action Taken	false	RemedialActionTakenInd
Procs Nonqualified Bond Remdtd	Yes (true)	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	false	Form8038TFiledInd
No Rebate Due	Yes (true)	NoRebateDueInd
Hedge Identified In Bks And Rec	false	HedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

Field	Value	IRS element (for citing)
Business Name Line1	0	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Gross Proceeds Invested In GIC	false	GrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

Field	Value	IRS element (for citing)
Business Name Line1	0	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Gross Proceeds Invested	false	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (true)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (true)	ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
Murray Decock
Relative of trustee	$282,392	SEE NOTE 1	false
Keith Tyburski
Son of Secretary	$64,838	SEE NOTE 1	false
Jason Shumaker
Spouse of Key Employee	$96,920	SEE NOTE 1	false
Anastasia Wells
Spouse of Key Employee	$26,531	SEE NOTE 1	false
William Moore
Spouse of Key Employee	$60,000	SEE NOTE 1	false

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	NOTE 1	FormAndLineReferenceDesc
Explanation	FISCAL YEAR 2020 COMPENSATION AS AN EMPLOYEE OF COLGATE UNIVERSITY.	ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

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

Field	Value	IRS element (for citing)
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$1,038	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$469	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	291	ContributionCnt
Noncash Contributions Rpt F990	$9,472,290	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp

Real Estate Residential RealEstateResidentialGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$573,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp

Food Inventory FoodInventoryGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	12	ContributionCnt
Noncash Contributions Rpt F990	$42,894	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	Other	Desc
Contribution	20	ContributionCnt
Noncash Contributions Rpt F990	$27	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (true)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Schedule M, Part I, Column B	BASED ON THE NUMBER OF CONTRIBUTIONS
FORM 990, SCHEDULE M, PART I, LINE 32B	ARRANGEMENTS WITH THIRD PARTIES OR RELATED ORGANIZATIONS. COLGATE UNIVERSITY GENERALLY USES NORTHERN TRUST AND CHARLES SCHWAB TO FACILITATE THE SALE OF PUBLICLY TRADED STOCK.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
ORGANIZATION'S MISSION	FORM 990, PART I, LINE 1 & FORM 990, PART III, LINE 1 COLGATE UNIVERSITY'S MISSION IS TO PROVIDE A DEMANDING, EXPANSIVE EDUCATIONAL EXPERIENCE TO A SELECT GROUP OF DIVERSE, TALENTED, INTELLECTUALLY SOPHISTICATED STUDENTS WHO ARE CAPABLE OF CHALLENGING THEMSELVES, THEIR PEERS AND THEIR TEACHERS IN A SETTING THAT BRINGS TOGETHER LIVING AND LEARNING. THE EDUCATIONAL MISSION OF THE UNIVERSITY IS TO DEVELOP WISE, THOUGHTFUL, CRITICAL THINKERS AND PERCEPTIVE LEADERS BY ENCOURAGING YOUNG MEN AND WOMEN TO FULFILL THEIR POTENTIAL THROUGH RESIDENCE IN A COMMUNITY THAT VALUES ALL FORMS OF INTELLECTUAL RIGOR AND RESPECTS THE COMPLEXITY OF HUMAN UNDERSTANDING.
FORM 990, PART VI, SECTION A, LINE 2	TRUSTEE MICHAEL HERLING AND KEY EMPLOYEE MURRAY DECOCK HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11B	MANAGEMENT WORKS TOGETHER WITH ITS TAX PROFESSIONALS TO GATHER THE REQUIRED INFORMATION NECESSARY TO PREPARE A DRAFT OF THE FORM 990. ONCE A DRAFT IS COMPLETED, IT IS THEN REVIEWED WITH THE AUDIT COMMITTEE, MANAGEMENT, AND THE TAX PROFESSIONALS. ONCE THE REVIEW IS COMPLETED AND EDITS ARE MADE, A COMPLETE COPY OF THE UNIVERSITY'S FINAL FORM 990 (INCLUDING ALL REQUIRED SCHEDULES), AS ULTIMATELY FILED WITH THE IRS, IS DISTRIBUTED TO THE FULL BOARD BEFORE ITS FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C	EACH TRUSTEE AND OFFICER OF COLGATE UNIVERSITY IS REQUIRED TO COMPLETE ANNUALLY, IN WRITING, COLGATE'S DISCLOSURE FORM, WHICH REQUIRES DISCLOSURE OF (A) ANY FINANCIAL OR BUSINESS RELATIONSHIPS THAT HE OR SHE, OR ANY FAMILY MEMBER, HAS WITH COLGATE OR ANY AFFILIATED ORGANIZATIONS, AND (B) OTHER PERSONAL, FAMILY, FINANCIAL, OR BUSINESS RELATIONSHIPS THAT OTHERWISE COULD BE CONSTRUED TO AFFECT THE INDEPENDENCE OR UNBIASED JUDGMENT OF SUCH TRUSTEE OR OFFICER IN LIGHT OF HIS OR HER DECISION-MAKING AUTHORITY OR RESPONSIBILITIES FOR COLGATE. THE DISCLOSURE STATEMENTS ARE SUBMITTED TO THE TREASURER'S OFFICE AND ARE REVIEWED BY THAT OFFICE, OUTSIDE COUNSEL TO THE UNIVERSITY AND THE CHAIR OF THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. A REPORT IS MADE TO THE FULL AUDIT COMMITTEE AND THE BOARD OF TRUSTEES. IN THE EVENT A CONFLICT OF INTEREST IS IDENTIFIED, THE MATTER IS ADDRESSED INITIALLY BY THE AUDIT COMMITTEE AND, IF NECESSARY, BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 15A & 15B	COLGATE UNIVERSITY HAS AN INDEPENDENT COMPENSATION COMMITTEE THAT ANNUALLY REVIEWS THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES. THE COMPENSATION COMMITTEE CONSIDERS MARKET AND SURVEY DATA. THE COMMITTEE'S DELIBERATIONS ARE REFLECTED IN ITS MINUTES. THE PROCESS FOR DETERMINING THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIALS, INCLUDING THE PRESIDENT, ALL OFFICERS, AND KEY EMPLOYEES, IS REASONABLE AND SATISFIES THE REBUTTABLE PRESUMPTION OF TREASURY REGULATION 53.4958-6. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY THE ORGANIZATION'S EXECUTIVE COMPENSATION COMMITTEE. THE COMMITTEE IS APPOINTED BY THE BOARD OF TRUSTEES FOR THE PURPOSE OF ASSISTING THE BOARD IN FULFILLING ITS RESPONSIBILITY TO THE ORGANIZATION AND THE COMMUNITY TO ENSURE THAT THE COMPENSATION COMPLIES WITH THE ORGANIZATION'S POLICIES. THE COMMITTEE IS COMPRISED OF TRUSTEES WHO ARE INDEPENDENT OF MANAGEMENT AND THE ORGANIZATION AND FREE OF CONFLICTS OF INTEREST, THEREBY PLACING THEM IN A POSITION TO EXERCISE INDEPENDENT JUDGMENT. PRIOR TO MAKING ANY COMPENSATION DECISIONS, THE EXECUTIVE COMPENSATION COMMITTEE OBTAINED AND RELIED UPON APPROPRIATE COMPENSATION DATA FROM COMPARABLE INSTITUTIONS. THE COMMITTEE CONTRACTS WITH AN INDEPENDENT COMPENSATION CONSULTANT AND USES LOCAL AND NATIONAL COMPENSATION SURVEYS TO SET COMPENSATION LEVELS. FINALLY, THE EXECUTIVE COMPENSATION COMMITTEE ADEQUATELY AND CONTEMPORANEOUSLY DOCUMENTED THE BASIS FOR ITS COMPENSATION DECISIONS.
FORM 990, PART VI, LINE 19 - DISCLOSURE	THE UNIVERSITY MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA ITS WEBSITE. ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9	Change in Value of Split Interest Agreements $ 173,722 Postretirement Benefit Obligation $ (920,703) ----------- Total $ (746,981)

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
COLGATE INN LLC
11 PAYNE STREET	HAMILTON	NY	13346	161601117	LODGING/FOOD	NY	$3,280,625	$8,754,983	COLGATE UNI
HAMILTON INITIATIVE LLC
PO BOX 219	HAMILTON	NY	13346	161584169	REAL ESTATE	NY	$7,232,252	$487,446	COLGATE UNI
PALACE THEATER LLC
PO BOX 207	HAMILTON	NY	13346	010549094	ENTERTAINMENT	NY	$12	$1,257,290	COLGATE UNI
HAMILTON THEATRE LLC
PO BOX 1895 7 LEBANON STREET	HAMILTON	NY	13346	050535870	MOVIE THEATRE	NY	$207,261	$2,535,328	COLGATE UNI
HAMILTON HOUSING INITIATIVE LLC
13 Oak Drive	hamilton	NY	13346	842968553	HOUSING	NY	$573,000	$821,433	COLGATE UNI

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

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

US Address USAddress

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

Field	Value	IRS element (for citing)
EIN	150532083	EIN
Primary Activities	ALUM. AFFAIRS	PrimaryActivitiesTxt
Legal Domicile State	NY	LegalDomicileStateCd
Exempt Code Section	501(C)(3)	ExemptCodeSectionTxt
Public Charity Status	12	PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

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

Field	Value	IRS element (for citing)
Controlled Organization	false	ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Controlled OrganizationControlledOrganizationInd
CHARITABLE ANNUITY TRUSTS (19)
13 OAK DRIVE	HAMILTON	NY	13346	SUPPORT	NY	NA	Trust	$0	$0	Yes (true)
CHARITABLE UNITRUSTS (2)
13 OAK DRIVE	HAMILTON	NY	13346	SUPPORT	NY	NA	Trust	$0	$0	Yes (true)
POOLED INCOME FUNDS
13 OAK DRIVE	HAMILTON	NY	13346	SUPPORT	NY	NA	Trust	$0	$0	Yes (true)
CRATSCRUTS - COLGATE IS NOT THE TRUSTEE
13 OAK DRIVE	HAMILTON	NY	13346	SUPPORT	NY	NA	TRUST	$0	$0	Yes (true)
CHARITABLE REMAINDER UNITRUST
13 OAK DRIVE	HAMILTON	NY	13346	SUPPORT	NY	NA	trust	$0	$0	Yes (true)

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

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt
Charitable Annuity Trusts
s	$109,696
CRATSCRUTS - Colgate is not the trustee
s	$1,146,625