HOBART AND WILLIAM SMITH COLLEGES: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: HOBART AND WILLIAM SMITH COLLEGES (EIN 16-0743040)
Tax period: 2017-06-01 to 2018-05-31
Filed: 2019-04-15
IRS object ID: 201941059349300614
Schema version: 2017v2.3
Source: Download XML · Original 990 at ProPublica

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

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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-04-15T08:56:12-05:00	ReturnTs
Tax Period End	2018-05-31	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	122072974	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-06-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	160743040	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Hobart and William Smith Colleges	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% Carolee E White	InCareOfNm
Business Name Control	HOBA	BusinessNameControlTxt
Phone	3157813337	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	300 Pulteney Street	AddressLine1Txt
City	Geneva	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	14456	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CAROLEE WHITE	PersonNm
Person Title	VP FOR FINANCE	PersonTitleTxt
Phone	3157813337	PhoneNum
Signature	2019-04-12	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	2019-04-12	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	167.68.102.5	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	14012520191055000010	FederalOriginalSubmissionId
Federal Original Submission Id	2019-04-15	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DCB11F11A70948B4BC98F0CEE6EA1A4076F59685	AtSubmissionCreationDeviceId
At Submission Filing Device Id	312FA2736B9E4A89DBAAD0AC879D6B749DE8B5F7	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Patrick McGuire	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	337 Pulteney Street	AddressLine1Txt
City	Geneva	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	14456	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$203,910,956	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.hws.edu	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1943	FormationYr
Legal Domicile State	NY	LegalDomicileStateCd
Activity Or Mission	HOBART AND WILLIAM SMITH COLLEGES HAVE A MISSION OF PROVIDING A STUDENT-CENTERED RESIDENTIAL LEARNING ENVIRONMENT GROUNDED IN THE VALUES OF EQUITY AND SERVICE.	ActivityOrMissionDesc
Voting Members Governing Body	34	VotingMembersGoverningBodyCnt
Voting Members Independent	32	VotingMembersIndependentCnt
Total Employee	2326	TotalEmployeeCnt
Total Volunteers	5002	TotalVolunteersCnt
Total Gross UBI	$640,814	TotalGrossUBIAmt
PY Contributions Grants	$17,503,706	PYContributionsGrantsAmt
CY Contributions Grants	$14,373,658	CYContributionsGrantsAmt
PY Program Service Revenue	$139,135,853	PYProgramServiceRevenueAmt
CY Program Service Revenue	$143,888,001	CYProgramServiceRevenueAmt
PY Investment Income	$12,061,488	PYInvestmentIncomeAmt
CY Investment Income	$19,052,637	CYInvestmentIncomeAmt
PY Other Revenue	$358,605	PYOtherRevenueAmt
CY Other Revenue	$799,082	CYOtherRevenueAmt
PY Total Revenue	$169,059,652	PYTotalRevenueAmt
CY Total Revenue	$178,113,378	CYTotalRevenueAmt
PY Grants And Similar Paid	$50,282,427	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$57,055,385	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$58,883,323	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$61,444,244	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$4,460,641	CYTotalFundraisingExpenseAmt
PY Other Expenses	$48,878,840	PYOtherExpensesAmt
CY Other Expenses	$50,818,342	CYOtherExpensesAmt
PY Total Expenses	$158,044,590	PYTotalExpensesAmt
CY Total Expenses	$169,317,971	CYTotalExpensesAmt
PY Revenues Less Expenses	$11,015,062	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$8,795,407	CYRevenuesLessExpensesAmt
Total Assets BOY	$407,007,436	TotalAssetsBOYAmt
Total Assets EOY	$417,824,892	TotalAssetsEOYAmt
Total Liabilities BOY	$92,349,357	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$89,044,107	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$314,658,079	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$328,780,785	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	HOBART AND WILLIAM SMITH COLLEGES HAVE A MISSION OF PROVIDING A STUDENT-CENTERED RESIDENTIAL LEARNING ENVIRONMENT GROUNDED IN THE VALUES OF EQUITY AND SERVICE.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$142,139,091	ExpenseAmt
Grant	$57,055,385	GrantAmt
Revenue	$144,324,642	RevenueAmt
Desc	HOBART AND WILLIAM SMITH COLLEGES ARE A STUDENT-CENTERED LEARNING ENVIRONMENT IN GENEVA, NY -- THE HEART OF THE FINGER LAKES REGION. THE COLLEGES ARE LOCATED AT THE SHORE OF SENECA LAKE ON A 320-ACRE CAMPUS. HOBART AND WILLIAM SMITH HAVE A COMBINED ENROLLMENT OF APPROXIMATELY 2,229, AND EMPLOY 214 FULL-TIME FACULTY LINES. THIS ALLOWS THE COLLEGES TO MAINTAIN A STUDENT-FACULTY RATIO OF 10:1. MORE THAN 45 MAJORS AND 65 MINORS ARE OFFERED, WHERE A STUDENT CAN OBTAIN A BACHELOR OF ARTS, BACHELOR OF SCIENCE, OR A MASTER OF ARTS IN TEACHING DEGREE. A RICH INTERDISCIPLINARY PROGRAM AND LIMITLESS OPPORTUNITIES FOR SELF-DISCOVERY ARE HALLMARKS OF ACADEMICS AT THE COLLEGES. HOBART AND WILLIAM SMITH ARE ALSO NOTED FOR AN AMBITIOUS EMPHASIS ON INTERNATIONAL STUDY AND FOR PROGRAMS IN COMMUNITY ENGAGEMENT AND SERVICE-LEARNING. APPROXIMATELY 60-PERCENT OF HOBART AND WILLIAM SMITH STUDENTS HAVE THE OPPORTUNITY TO STUDY ABROAD IN NEARLY 50 LOCATIONS AROUND THE WORLD. THE COLLEGES VIEW CIVIC RESPONSIBILITY, COMMUNITY ENGAGEMENT, AND INTERNATIONAL EDUCATION AS INTEGRAL COMPONENTS OF A LIBERAL ARTS EDUCATION.	Desc
Total Program Service Expenses	$142,139,091	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
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
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	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	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 With Officer Ent	Yes (true)	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	515	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	2326	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	false	ForeignFinancialAccountInd
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
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	34	GoverningBodyVotingMembersCnt
Independent Voting Member	32	IndependentVotingMemberCnt
Family Or Business Rln	false	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	false	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	Carolee E White	PersonNm
Phone	3157813337	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	337 Pulteney Street	AddressLine1Txt
City	Geneva	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	14456	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
MARK GEARAN
President (THRU 7/16/17)	60.0	0.0	Yes (X)	Yes (X)	$1,477,764	$0	$86,953
Thomas Bozzuto
Chair	5.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
Garrett Mathieson
Treasurer	5.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
PATRICK MCGUIRE
PRESIDENT (AFTER 4/13/18)	60.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
Andrew McMaster Jr
Vice Chair	5.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
James B Robinson
Secretary	5.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
Gregory Vincent
President (7/17/17 - 4/13/18)	60.0	0.0	Yes (X)	Yes (X)	$212,656	$0	$54,219
CYNTHIA GELSTHORPE FISH
VICE CHAIR (AFTER 7/17/17)	5.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
Linda Arrington
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Cassandra Brooks
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
N Harrison Buck
Trustee (THRU 6/30/17)	2.0	0.0	Yes (X)		$0	$0	$0
Calvin Carver Jr
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Dr Stephen Cohen
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Edward Cooper
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Jeremy Cushman
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Katherine Elliot
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Tyler G Fuller
Trustee (AFTER 7/01/17)	2.0	0.0	Yes (X)		$0	$0	$0
Andrew Gaines
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Aileen Gleason
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Sydney Gomez
Trustee (THRU 6/30/17)	2.0	0.0	Yes (X)		$0	$0	$0
Zachary Grattan
Trustee (THRU 6/30/17)	2.0	0.0	Yes (X)		$0	$0	$0
William Green
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Aloysee Heredia Jarmoszuk
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
John J Hogan III
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Katherine Mackinnon
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
William Margiloff
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Megan Massey
Trustee (THRU 6/30/17)	2.0	0.0	Yes (X)		$0	$0	$0
Scott Mason
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Herbert McCooey Jr
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Gail McGinn
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Carolyn McGuire
Trustee (THRU 6/30/17)	2.0	0.0	Yes (X)		$0	$0	$0
Brianna Moore
Trustee (AFTER 7/01/17)	2.0	0.0	Yes (X)		$0	$0	$0
Allison Morrow
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Dr Deborah Pilla
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Thomas Poole
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Peter I Resnick
Trustee (THRU 6/30/17)	2.0	0.0	Yes (X)		$0	$0	$0
Rt Rev Prince Singh
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Craig Stevens
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Craig Stine
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Dr Richard Wasserman
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Christopher Welles
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
William Whitaker Jr
Trustee	2.0	0.0	Yes (X)		$0	$0	$0
Carolee White
VP for Finance and CFO	50.0	0.0		Yes (X)	$256,390	$0	$31,256
Louis Guard
VP and General Counsel	50.0	0.0		Yes (X)	$134,205	$0	$20,779
ROBERT FLOWERS
VP of Student Affairs	50.0	0.0			$199,279	$0	$42,656	Yes (X)
ROBERT MURPHY
VP of Enrollment Management	50.0	0.0			$262,814	$0	$42,637	Yes (X)
TITILAYO UFOMATA THRU 71717
PROVOST/DEAN OF FACULTY	50.0	0.0			$279,055	$0	$36,267	Yes (X)
Eugen Baer
Hobart Dean (THRU 5/14/18)	50.0	0.0			$158,051	$0	$28,524		Yes (X)
Alfred Damiano
VP FOR STR. INITIATIVES & CIO	50.0	0.0			$205,084	$0	$64,346		Yes (X)
Leila Rice
Assoc. VP for Advancement	50.0	0.0			$161,057	$0	$26,693		Yes (X)
ROBERT O'CONNOR
VP FOR ADVANCEMENT	50.0	0.0			$209,360	$0	$37,601		Yes (X)
Sonya Williams
VP FOR HUMAN RESOURCES	50.0	0.0			$163,310	$0	$30,624		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,719,025	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$502,555	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	83	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	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
Sodexo Inc Affiliates
9801 Washington Boulevard	Gaithersbeurg	MD	20878	Plant/Dining/Mgmt	$13,249,761
Welliver Mcguire
250 N Genesee Street	Montour Falls	NY	14865	General Contractor	$2,867,711
RustOn Paving Company
6228 Collett Road	Farmington	NY	14425	General Contractor	$721,065
Diamond ThIEl Construction Co I
408 North Midler Ave	Syracuse	NY	13206	General Contractor	$653,671
James Nardozzi
124 North Genesee St	Geneva	NY	14456	Landscape/Masonry	$568,487

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	33	CntrctRcvdGreaterThan100KCnt
Government Grants	$2,599,254	GovernmentGrantsAmt
All Other Contributions	$11,774,404	AllOtherContributionsAmt
Noncash Contributions	$2,661,258	NoncashContributionsAmt
Total Contributions	$14,373,658	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	ExclusionExclusionAmt
Tuition and Fees	611600	$117,754,398	$117,754,398
Residence Halls	721310	$13,348,255	$13,348,255
Dining Services	722320	$10,052,883	$10,052,883
Bookstore	451211	$1,701,037		$1,701,037
Other Program Service Revenue		$1,031,428	$1,031,428

Field	Value	IRS element (for citing)
Total Program Service Revenue	$143,888,001	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,912,540	TotalRevenueColumnAmt
Unrelated Business Revenue	$277,163	UnrelatedBusinessRevenueAmt
Exclusion	$3,635,377	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	$0	TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$7,770	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$4,077	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$3,693	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,693	TotalRevenueColumnAmt
Exclusion	$3,693	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$40,933,598	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$25,793,501	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$15,140,097	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$15,140,097	TotalRevenueColumnAmt
Unrelated Business Revenue	$4,903	UnrelatedBusinessRevenueAmt
Exclusion	$15,135,194	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	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
CONFERENCES AND CAMPS	900099	$749,968	$436,641	$313,327
Sport and Rec Center Memberships	713940	$45,421		$45,421

Field	Value	IRS element (for citing)
Other Revenue Total	$795,389	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$178,113,378	TotalRevenueColumnAmt
Related Or Exempt Func Income	$142,623,605	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$640,814	UnrelatedBusinessRevenueAmt
Exclusion	$20,475,301	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$255,492	TotalAmt
Program Services	$255,492	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$53,468,911	TotalAmt
Program Services	$53,468,911	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$3,330,982	TotalAmt
Program Services	$3,330,982	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	$2,792,250	TotalAmt
Program Services	$758,647	ProgramServicesAmt
Management And General	$1,772,661	ManagementAndGeneralAmt
Fundraising	$260,942	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$288,294	TotalAmt
Program Services	$169,804	ProgramServicesAmt
Management And General	$55,000	ManagementAndGeneralAmt
Fundraising	$63,490	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$44,411,490	TotalAmt
Program Services	$34,996,250	ProgramServicesAmt
Management And General	$7,018,831	ManagementAndGeneralAmt
Fundraising	$2,396,409	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$3,801,333	TotalAmt
Program Services	$2,949,209	ProgramServicesAmt
Management And General	$628,759	ManagementAndGeneralAmt
Fundraising	$223,365	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$6,915,827	TotalAmt
Program Services	$5,365,544	ProgramServicesAmt
Management And General	$1,143,911	ManagementAndGeneralAmt
Fundraising	$406,372	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$3,235,050	TotalAmt
Program Services	$2,447,109	ProgramServicesAmt
Management And General	$602,603	ManagementAndGeneralAmt
Fundraising	$185,338	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

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

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$856,213	TotalAmt
Management And General	$856,213	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$350,963	TotalAmt
Management And General	$350,963	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

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

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	$791,344	TotalAmt
Management And General	$791,344	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$9,504,440	TotalAmt
Program Services	$5,429,093	ProgramServicesAmt
Management And General	$3,986,633	ManagementAndGeneralAmt
Fundraising	$88,714	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$91,554	TotalAmt
Program Services	$48,879	ProgramServicesAmt
Management And General	$42,283	ManagementAndGeneralAmt
Fundraising	$392	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,980,088	TotalAmt
Program Services	$1,751,263	ProgramServicesAmt
Management And General	$930,940	ManagementAndGeneralAmt
Fundraising	$297,885	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$900,702	TotalAmt
Program Services	$523,137	ProgramServicesAmt
Management And General	$353,417	ManagementAndGeneralAmt
Fundraising	$24,148	FundraisingAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$13,082,080	TotalAmt
Program Services	$12,542,644	ProgramServicesAmt
Management And General	$378,651	ManagementAndGeneralAmt
Fundraising	$160,785	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,624,019	TotalAmt
Program Services	$2,155,161	ProgramServicesAmt
Management And General	$280,006	ManagementAndGeneralAmt
Fundraising	$188,852	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	$1,229,577	TotalAmt
Program Services	$634,689	ProgramServicesAmt
Management And General	$481,040	ManagementAndGeneralAmt
Fundraising	$113,848	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$2,056,226	TotalAmt
Program Services	$1,932,852	ProgramServicesAmt
Management And General	$123,374	ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$7,113,435	TotalAmt
Program Services	$6,519,484	ProgramServicesAmt
Management And General	$593,951	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,320,412	TotalAmt
Program Services	$14,216	ProgramServicesAmt
Management And General	$1,306,196	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt
MISC GLOBAL ED	$2,973,002	$2,973,002
MISC BOOKSTORE	$1,160,518	$1,160,518
MISC ATHLETICS	$957,427	$957,427
MISC LIBRARY	$1,082,354	$1,082,354

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,743,988	TotalAmt
Program Services	$672,424	ProgramServicesAmt
Management And General	$1,021,463	ManagementAndGeneralAmt
Fundraising	$50,101	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$169,317,971	TotalAmt
Program Services	$142,139,091	ProgramServicesAmt
Management And General	$22,718,239	ManagementAndGeneralAmt
Fundraising	$4,460,641	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$14,013,150	BOYAmt
EOY	$7,769,817	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$4,490,491	BOYAmt
EOY	$4,955,899	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,171,958	BOYAmt
EOY	$1,452,330	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	$2,075,538	BOYAmt
EOY	$1,948,515	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$2,548,242	BOYAmt
EOY	$1,950,844	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$297,723,351	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$141,144,432	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$156,020,469	BOYAmt
EOY	$156,578,919	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$115,983,738	BOYAmt
EOY	$136,460,029	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$109,703,850	BOYAmt
EOY	$106,708,539	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	$0	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$407,007,436	BOYAmt
EOY	$417,824,892	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$11,558,545	BOYAmt
EOY	$10,408,878	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$119,429	BOYAmt
EOY	$192,419	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$3,983,751	BOYAmt
EOY	$5,955,097	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$63,744,798	BOYAmt
EOY	$61,538,629	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	$1,542,000	BOYAmt
EOY	$1,354,500	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$11,400,834	BOYAmt
EOY	$9,594,584	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$92,349,357	BOYAmt
EOY	$89,044,107	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$125,503,175	BOYAmt
EOY	$123,130,055	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$54,908,845	BOYAmt
EOY	$67,575,930	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$134,246,059	BOYAmt
EOY	$138,074,800	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$314,658,079	BOYAmt
EOY	$328,780,785	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$407,007,436	BOYAmt
EOY	$417,824,892	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$8,795,407	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$4,298,378	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$1,028,921	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)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

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	$19,717,295	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$12,969,820	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$11,853,753	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$17,503,706	CurrentTaxYearMinus1YearAmt
Current Tax Year	$14,373,658	CurrentTaxYearAmt
Total	$76,418,232	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	$19,717,295	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$12,969,820	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$11,853,753	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$17,503,706	CurrentTaxYearMinus1YearAmt
Current Tax Year	$14,373,658	CurrentTaxYearAmt
Total	$76,418,232	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$8,865,155	SubstantialContributorsTotAmt
Public Support Total170	$67,553,077	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,683,159	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,566,166	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,453,801	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,055,533	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,912,540	CurrentTaxYearAmt
Total	$16,671,199	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$655,423	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$565,240	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$272,500	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$379,272	CurrentTaxYearMinus1YearAmt
Current Tax Year	$358,748	CurrentTaxYearAmt
Total	$2,231,183	TotalAmt

Other Income170 OtherIncome170Grp

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

Field	Value	IRS element (for citing)
Total Support	$95,320,614	TotalSupportAmt
Gross Receipts Rltd Activities	$686,594,819	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.70869	PublicSupportCY170Pct
Public Support PY170	0.73980	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

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	false	DirectContactLegislatorsInd
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	false	OtherActivitiesInd
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	LOBBYING ACTIVITY	FormAndLineReferenceDesc
Explanation	THE COLLEGES DO NOT DIRECTLY ENGAGE IN LOBBYING ACTIVITY. HOWEVER, A PORTION OF THE DUES PAID TO PROFESSIONAL ORGANIZATIONS ARE DESIGNATED FOR LOBBYING BY SUCH PROFESSIONAL ORGANIZATIONS.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$198,893,217	BeginningYearBalanceAmt
Contributions	$4,203,389	ContributionsAmt
Investment Earnings Or Losses	$22,232,760	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,562,068	GrantsOrScholarshipsAmt
Other Expenditures	$6,639,788	OtherExpendituresAmt
Administrative Expenses	-$220,010	AdministrativeExpensesAmt
End Year Balance	$214,347,520	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$175,006,996	BeginningYearBalanceAmt
Contributions	$3,656,971	ContributionsAmt
Investment Earnings Or Losses	$29,647,633	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,045,770	GrantsOrScholarshipsAmt
Other Expenditures	$4,634,758	OtherExpendituresAmt
Administrative Expenses	-$262,145	AdministrativeExpensesAmt
End Year Balance	$198,893,217	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$199,977,634	BeginningYearBalanceAmt
Contributions	$2,945,915	ContributionsAmt
Investment Earnings Or Losses	-$9,722,815	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,322,255	GrantsOrScholarshipsAmt
Other Expenditures	$4,625,457	OtherExpendituresAmt
Administrative Expenses	$9,246,026	AdministrativeExpensesAmt
End Year Balance	$175,006,996	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$202,413,144	BeginningYearBalanceAmt
Contributions	$2,830,972	ContributionsAmt
Investment Earnings Or Losses	$2,899,627	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,540,796	GrantsOrScholarshipsAmt
Other Expenditures	$4,740,131	OtherExpendituresAmt
Administrative Expenses	-$114,818	AdministrativeExpensesAmt
End Year Balance	$199,977,634	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$181,787,616	BeginningYearBalanceAmt
Contributions	$10,440,768	ContributionsAmt
Investment Earnings Or Losses	$17,950,223	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,916,692	GrantsOrScholarshipsAmt
Other Expenditures	$4,858,893	OtherExpendituresAmt
Administrative Expenses	-$10,122	AdministrativeExpensesAmt
End Year Balance	$202,413,144	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.11000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.63000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.26000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$3,566,191	OtherCostOrOtherBasisAmt
Book Value	$3,566,191	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$202,487,688	OtherCostOrOtherBasisAmt
Depreciation	$75,260,522	DepreciationAmt
Book Value	$127,227,166	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$14,671,195	OtherCostOrOtherBasisAmt
Depreciation	$6,983,403	DepreciationAmt
Book Value	$7,687,792	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$55,259,355	OtherCostOrOtherBasisAmt
Depreciation	$43,088,912	DepreciationAmt
Book Value	$12,170,443	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$21,738,922	OtherCostOrOtherBasisAmt
Depreciation	$15,811,595	DepreciationAmt
Book Value	$5,927,327	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$156,578,919	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (5 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
CASH AND CASH EQUIVALENTS	$9,118,666	F
REAL ESTATE	$8,050,677	F
PRIVATE EQUITY	$15,273,927	F
HEDGE FUNDS	$72,082,801	F
OTHER	$2,182,468	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$106,708,539	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
REFUNDABLE ADVANCES FROM GOV'T	$1,862,846
ASSET RETIREMENT OBLIGATIONS	$2,736,599
FAIR VALUE OF SWAP AGREEMENT	$4,995,139

Field	Value	IRS element (for citing)
Total Liability	$9,594,584	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$124,175,913	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$4,298,378	NetUnrealizedGainsInvstAmt
Other Revenue	-$57,449,043	OtherRevenueAmt
Revenue Not Reported	-$53,150,665	RevenueNotReportedAmt
Revenue Subtotal	$177,326,578	RevenueSubtotalAmt
Investment Expenses Not Incld	$790,877	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$4,077	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$786,800	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$178,113,378	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$110,053,210	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$4,077	OtherExpensesIncludedAmt
Expenses Not Reported	$4,077	ExpensesNotReportedAmt
Expenses Subtotal	$110,049,133	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$790,877	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$58,477,961	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$59,268,838	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$169,317,971	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, PART III, LINE 1A	HOBART AND WILLIAM SMITH COLLEGES' COLLECTIONS OF ART ARE NOT RECORDED IN THE FINANCIAL STATEMENTS. THEY ARE PROTECTED, PRESERVED AND MAINTAINED FOR PUBLIC EXHIBITION AND EDUCATION PURPOSES. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM THEIR SALE TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS SCHEDULE D, PART III, LINE 4 HOBART AND WILLIAM SMITH COLLEGES' ART COLLECTIONS ARE NOT RECORDED ON THE AUDITED FINANCIAL STATEMENTS. THEY ARE PROTECTED, PRESERVED, AND MAINTAINED FOR PUBLIC EXHIBITION, RESEARCH, AND EDUCATIONAL PURPOSES, FOR BOTH HOBART AND WILLIAM SMITH COLLEGES AND THE BROADER COMMUNITY. THE COLLECTIONS POLICY STATES THAT ANY PROCEEDS FROM THEIR SALE, THROUGH DEACCESSIONING, CAN ONLY BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS, IN FOLLOWING THE GUIDELINES OF THE AMERICAN ALLIANCE OF MUSEUMS (AAM) AND THE ACADEMIC ASSOCIATION OF MUSEUMS AND GALLERIES (AAMG). SCHEDULE D, PART V, LINE 4 ENDOWMENT FUNDS ARE LONG-TERM ASSETS OF THE COLLEGES CREATED EITHER BY DONOR GIFTS OR BY ACTIONS OF THE BOARD OF TRUSTEES. THEIR PURPOSE IS TO GENERATE, IN PERPETUITY, OPERATING REVENUE FOR SPECIFIC ACTIVITIES OR FOR THE USE OF THE COLLEGES. ENDOWMENT FUNDS ARE INVESTED UNDER DIRECTION OF THE BOARD OF TRUSTEES TO ACHIEVE MAXIMUM LONG-TERM TOTAL RETURN WITH PRUDENT CONCERN FOR THE PRESERVATION OF INVESTMENT CAPITAL.
PART X, LINE 2	ASC 740 (FIN48) FOOTNOTE: THE COLLEGES ARE A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501 (C) (3) OF THE INTERNAL REVENUE CODE AND ARE GENERALLY EXEMPT FROM INCOME TAX ON RELATED INCOME. THE COLLEGES RECOGNIZE THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED. CHANGES IN RECOGNITION OR MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGEMENT OCCURS. THE COLLEGES BELIEVE THEY HAVE TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS.
Part XI, Line 2d	FINANCIAL AID $(56,799,893) CHANGE IN FAIR VALUE OF SWAP AGREEMENT $ 1,028,918 OTHER CHANGES, NET $ (1,678,068) TOTAL $(57,449,043)
Part XI, Line 4b	RENT EXPENSE $ (4,077)
Part XII, Line 2D	RENT EXPENSE $ 4,077
Part XII, Line 4b	FINANCIAL AID $ 56,799,893 OTHER CHANGES, NET $ 1,678,068 FINANCIAL AID $ 58,477,961

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
Schedule E, LINE 3	HOBART AND WILLIAM SMITH COLLEGES HAVE PUBLICIZED OUR RACIALLY NONDISCRIMINATORY POLICY IN ALL OUR SOLICITATIONS FOR STUDENTS. APPLICANTS ARE RECRUITED THROUGH THE AID OF DIRECT MAIL AND ELECTRONIC DOCUMENTS, GENERAL COLLEGE PUBLICATIONS FREELY ACCESSIBLE TO THE COMMUNITY, ADVERTISEMENTS IN REGIONAL AND GENERAL INTEREST PUBLICATION AND THE COLLEGES' WEBSITE WWW.HWS.EDU.
SCHEDULE E, LINE 6	HOBART AND WILLIAM SMITH COLLEGES RECEIVES STATE AND FEDERAL FUNDING IN RELATION TO STUDENT FINANCIAL ASSISTANCE, RESEARCH AND DEVELOPMENT, AND OTHER EDUCATION RELATED FUNCTIONS ALL USED TO FULFILL THE MISSION OF THE COLLEGE.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (16 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	OfficesOfficesCnt
Sub-Saharan Africa	1	Program Services	OFF CAMPUS STUDY	$23,000
East Asia and the Pacific		Program Services	OFF CAMPUS STUDY	$310,000
Europe (Including Iceland and Greenland)	8	Program Services	OFF CAMPUS STUDY	$2,257,000	1
Middle East and North Africa		Program Services	OFF CAMPUS STUDY	$61,000
Russia and the Newly Independent States		Program Services	OFF CAMPUS STUDY	$3,000
Central America and the Caribbean		Program Services	OFF CAMPUS STUDY	$67,000
South Asia		Program Services	OFF CAMPUS STUDY	$43,000
North America		Program Services	OFF CAMPUS STUDY	$1,000
South America	2	Program Services	OFF CAMPUS STUDY	$31,000
Central America and the Caribbean		Investments		$61,678,000
Europe (Including Iceland and Greenland)		Investments		$15,442,000
Central America and the Caribbean		Grantmaking	SCHOLARSHIPS	$20,100
East Asia and the Pacific		Grantmaking	SCHOLARSHIPS	$415,872
Europe (Including Iceland and Greenland)		Grantmaking	SCHOLARSHIPS	$2,766,625
Middle East and North Africa		Grantmaking	SCHOLARSHIPS	$57,850
Sub-Saharan Africa		Grantmaking	SCHOLARSHIPS	$70,535

Field	Value	IRS element (for citing)
Subtotal Offices	1	SubtotalOfficesCnt
Subtotal Employees	11	SubtotalEmployeesCnt
Total Office	1	TotalOfficeCnt
Total Employee	11	TotalEmployeeCnt
Subtotal Spent	$83,246,982	SubtotalSpentAmt
Total Spent	$83,246,982	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (5 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
Scholarships/US Citizens studying abroad	Central America and the Caribbean	1	$20,100	Acct. Credit
Scholarships/US Citizens studying abroad	East Asia and the Pacific	29	$415,872	Acct. Credit
Scholarships/US Citizens studying abroad	Europe (Including Iceland and Greenland)	174	$2,766,625	Acct. Credit
Scholarships/US Citizens studying abroad	Middle East and North Africa	4	$57,850	Acct. Credit
Scholarships/US Citizens studying abroad	Sub-Saharan Africa	4	$70,535	Acct. Credit

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 (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE F, PART I, LINE 3, COLUMN F

EXPENDITURES ARE REPORTED USING THE ACCRUAL METHOD OF ACCOUNTING. INVESTMENTS ARE REPORTED AT THEIR FAIR MARKET VALUE.

Schedule F, PART I, LINE 2

HOBART AND WILLIAM SMITH COLLEGES OFFER GRANTS TO STUDENTS ON THE BASIS OF DEMONSTRATED FINANCIAL NEED AND/OR ACADEMIC ACHIEVEMENT. STUDENTS AND THEIR FAMILIES SUBMIT STANDARDIZED APPLICATION MATERIALS TO THE OFFICE OF FINANCIAL AID, WHICH OVERSEES THE PROCESS OF AWARDING SUCH GRANTS. ELIGIBILITY CRITERIA FOR THE VARIOUS GRANTS IS ESTABLISHED BY THE COLLEGES. THE COLLEGES CREDIT THE TUITION ACCOUNTS OF THE STUDENTS WHO ARE AWARDED FINANCIAL AID GRANTS.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
CITY OF GENEVA FIRE DEPARTMENT
79 GENEVA STREET	GENEVA	NY	14456	161057736	GOV'T	$20,000	CONTRIBUTION
CITY OF GENEVA
47 CASTLE STREET	GENEVA	NY	14456	166002543	GOV'T	$180,192	CONTRIBUTION
GENEVA CONCERTS INC
PO BOX 709	GENEVA	NY	14456	161099230	501(C)(3)	$10,000	CONTRIBUTION
The Boule Foundation
260 Peachtree St Atlanta GA 30303	Atlanta	GA	30303	341304336	501(C)(3)	$25,000	GALA TABLE SPONSORSHIP
ALPHA PHI ALPHA FRATURNITY INC
PO BOX 93093	ROCHESTER	NY	14692	362105176	CORP	$20,300	STUDENT REGISTRATION/MEMBERSHIPS

Field	Value	IRS element (for citing)
Total501c3 Org	4	Total501c3OrgCnt
Total Other Org	1	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	Scholarships	GrantTypeTxt
Recipient	1796	RecipientCnt
Cash Grant	$53,468,911	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	HOBART AND WILLIAM SMITH COLLEGES OFFER GRANTS TO STUDENTS ON THE BASIS OF DEMONSTRATED FINANCIAL NEED AND/OR ACADEMIC ACHIEVEMENT. STUDENTS AND THEIR FAMILIES SUBMIT STANDARDIZED APPLICATION MATERIALS TO THE OFFICE OF FINANCIAL AID, WHICH OVERSEES THE PROCESS OF AWARDING SUCH GRANTS. ELIGIBILITY CRITERIA FOR THE VARIOUS GRANTS IS ESTABLISHED BY THE COLLEGES. THE COLLEGES CREDIT THE TUITION ACCOUNTS OF THE STUDENTS WHO ARE AWARDED FINANCIAL AID GRANTS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
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
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
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	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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
MARK GEARAN
President (THRU 7/16/17)	$301,374	$0	$0	$0	$1,176,390	$0	$26,500	$0	$60,453	$0	$1,564,717	$0	$0	$0
Gregory Vincent
President (7/17/17 - 4/13/18)	$189,230	$0	$0	$0	$23,426	$0	$8,068	$0	$46,151	$0	$266,875	$0	$0	$0
Carolee White
VP for Finance and CFO	$224,569	$0	$0	$0	$31,821	$0	$17,257	$0	$13,999	$0	$287,646	$0	$0	$0
Louis Guard
VP and General Counsel	$134,128	$0	$0	$0	$77	$0	$13,089	$0	$7,690	$0	$154,984	$0	$0	$0
ROBERT FLOWERS
VP of Student Affairs	$199,018	$0	$0	$0	$261	$0	$20,079	$0	$22,577	$0	$241,935	$0	$0	$0
ROBERT MURPHY
VP of Enrollment Management	$259,106	$0	$0	$0	$3,708	$0	$26,394	$0	$16,243	$0	$305,451	$0	$0	$0
TITILAYO UFOMATA THRU 71717
PROVOST/DEAN OF FACULTY	$252,038	$0	$0	$0	$27,017	$0	$12,809	$0	$23,458	$0	$315,322	$0	$0	$0
Eugen Baer
Hobart Dean (THRU 5/14/18)	$155,431	$0	$0	$0	$2,620	$0	$15,512	$0	$13,012	$0	$186,575	$0	$0	$0
Alfred Damiano
VP FOR STR. INITIATIVES & CIO	$204,310	$0	$0	$0	$774	$0	$21,119	$0	$43,227	$0	$269,430	$0	$0	$0
Leila Rice
Assoc. VP for Advancement	$160,752	$0	$0	$0	$305	$0	$15,975	$0	$10,718	$0	$187,750	$0	$0	$0
ROBERT O'CONNOR
VP FOR ADVANCEMENT	$209,090	$0	$0	$0	$270	$0	$21,392	$0	$16,209	$0	$246,961	$0	$0	$0
Sonya Williams
VP FOR HUMAN RESOURCES	$142,506	$0	$0	$0	$20,804	$0	$7,499	$0	$23,125	$0	$193,934	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE J, PART I, LINE 1A

FIRST-CLASS OR CHARTER TRAVEL: PRESIDENT VINCENT WAS PROVIDED FIRST-CLASS TRAVEL FOR MEDICAL REASONS ON CERTAIN BUSINESS TRIPS. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: PRESIDENT GEARAN, PRESIDENT VINCENT, DR. BAER, AND DR. UFOMATA ARE PROVIDED HOUSING AS A CONDITION OF THEIR EMPLOYMENT AND FOR THE CONVENIENCE OF THE COLLEGES. THE FAIR MARKET VALUE OF THE HOUSING ALLOWANCE IS INCLUDED AS A NON-TAXABLE BENEFIT IN SCHEDULE J, COLUMN (D). HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: PRESIDENTS GEARAN AND VINCENT RECEIVED MEMBERSHIPS TO SOCIAL CLUBS FOR THE PURPOSES OF MEETING AND ENTERTAINMENT OF ALUMNI AND OTHER GUESTS OF THE COLLEGES. PRESIDENT VINCENT ALSO RECEIVED THE BENEFIT OF ORGANIZATION DUES PAID BY THE COLLEGE. THE VALUE OF THE SOCIAL CLUB AND ORGANIZATIONAL DUES ARE INCLUDED SCHEDULE J, COLUMN (D) AS A NONTAXABLE BENEFIT. PERSONAL SERVICES: PRESIDENTS GEARAN AND VINCENT, AND DR. UFOMATA RECEIVED PERSONAL SERVICES WITH THE MAJORITY OF THESE SERVICES PROVIDED FOR THE CONVENIENCE OF THE COLLEGE AND INCURRED IN CONNECTION WITH MAINTAINING THE RESIDENCES OWNED BY THE COLLEGE. THE VALUE OF PERSONAL SERVICES PROVIDED IS INCLUDED IN SCHEDULE J, COLUMN (D) AS NONTAXABLE BENEFITS.

SCHEDULE J, PART II, LINE 1

PRESIDENT GEARAN BEGAN HIS TENURE AS PRESIDENT ON JULY 23, 1999. AS PART OF HIS OVERALL COMPENSATION AGREEMENT WITH THE COLLEGES, THE BOARD OF TRUSTEES GRANTED PRESIDENT GEARAN A SEPARATION PAYMENT IN 2012 WHICH INDICATED CERTAIN AMOUNTS HE WOULD BE ELIGIBLE TO RECEIVE BASED ON HIS DATE OF SEPARATION FROM THE COLLEGES. THE AMOUNTS COVERED A FIVE YEAR PERIOD BETWEEN JULY 1, 2012 AND JULY 1, 2016 AND WERE IN RECOGNITION OF HIS SIGNIFICANT PAST CONTRIBUTIONS AND THE INVALUABLE ASSISTANCE HE PROVIDED DURING HIS LONG-STANDING TENURE WITH THE COLLEGES. WHEN PRESIDENT GEARAN DEPARTED IN JULY 2017, HE RECEIVED A $475,000 SEPARATION PAYMENT BASED UPON THE PREVIOUS BOARD RESOLUTION. PRESIDENT GEARAN ALSO RECEIVED PAYMENTS OF APPROXIMATELY $524,000 (PLUS ADDITIONAL BENEFIT RELATED PAYMENTS) IN CALENDAR 2017 FOR THE ADVISORY AND TRANSITIONAL SERVICES HE AGREED TO PROVIDE FROM JULY 2017 THROUGH JUNE 2018 IN ORDER TO FACILITATE A SMOOTH TRANSITION OF HIS DUTIES AND RESPONSIBILITIES.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
CITY OF GENEVA INDUS DEV AG MULTI (SERIES 2007)
A	161266095	372175bt5	2007-12-12	$31,250,000	CAPITAL PROJECTS	false	false	false
CITY OF GENEVA DEV CORP REVENUE (SERIES 2012)
B	800820946	37217PAQ8	2012-06-28	$29,942,818	REFUNDING OF SERIES 2001 AND 2003	false	false	false
CITY OF GENEVA DEV CORP REVENUE (SERIES 2014)
C	800820946	37217PBN4	2014-03-20	$15,416,105	CAPITAL PROJECTS	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 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	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$6,450,000	$0	$31,250,000	$0	$0	$0	$475,688	$357,585	$0	$29,974,498	$442,229	$0	2011	false	false	Yes (true)	Yes (true)
B	$5,785,000	$0	$29,942,818	$0	$0	$0	$435,838	$0	$0	$0	$29,506,980	$0	2013	Yes (true)	Yes (true)	Yes (true)	Yes (true)
C	$695,000	$0	$15,416,105	$0	$0	$0	$308,322	$0	$0	$15,000,570	$107,213	$0	2016	false	false	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	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
A	false	false	Yes (true)	Yes (true)	false	0.01789	0.01789	false	false	false	Yes (true)
B	false	false	Yes (true)	Yes (true)	false	0.00317	0.00317	false	false	false	Yes (true)
C	false	false	Yes (true)	Yes (true)	false			false	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Term Of HedgeTermOfHedgePct	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
RBC CAPITAL MARKETS
A	false	false	false	Yes (true)	Yes (true)	Yes (true)	30.	Yes (true)	false	false	0	false	Yes (true)
0
B	false	false	false	Yes (true)	false	false				false	0	false	Yes (true)
0
C	false	false	false	Yes (true)	false	false				false	0	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

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

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE C, COLUMN (C)	THE CITY OF GENEVA DEVELOPMENT CORP. REVENUE (SERIES 2014) BOND ISSUE HAS TWO ASSOCIATED CUSIP NUMBERS: 37217PBN4 & 37217PBP9.
PART II, LINE 11: OTHER SPENT PROCEEDS	Col A - $442,229 NYS bond issuance charge, issuer administrative fee per Form 8038 Col B - $192,204 issuer administrative fee per Form 8038 - $29,314,776 was used to refund prior bond issues Col C - $107,313 issuer administrative fee per Form 8038
PART IV, QUESTION 2C	Col A - THE 2007 SERIES REBATE CALCULATION WAS PERFORMED ON 5/9/2013 AND NO REBATE WAS DUE. Col B - THE 2012 SERIES REBATE CALCULATION WAS PERFORMED ON 6/28/2012 AND NO REBATE WAS DUE. Col C - THE 2014 SERIES REBATE CALCULATION WAS PERFORMED ON 6/24/2016 AND NO REBATE WAS DUE.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
KATIE FLOWERS
SPOUSE OF KEY EMPLOYEE	$74,104	EMPLOYEE AT THE COLLEGES	false
SUSAN CUSHMAN
SPOUSE OF TRUSTEE	$77,862	EMPL0YEE AT THE COLLEGES	false
SUBSTANTIAL CONTRIBUTOR
SERVICE PROVIDER	$15,130,901	SERVICE CONTRACT	false
KIM VINCENT
SPOUSE OF PRESIDENT	$90,676	EMPLOYEE AT THE COLLEGES	false
MICHAEL GUARD
SIBLING OF OFFICER	$45,652	EMPLOYEE AT THE COLLEGES	false

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART IV, LINE 4	FormAndLineReferenceDesc
Explanation	KIM VINCENT, SPOUSE OF A PRESIDENT, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $55,000 INCLUDED IN PART IV, COLUMN C.	ExplanationTxt

Schedule M IRS990ScheduleM

Field	Value	IRS element (for citing)
Works Of Art		WorksOfArtGrp

Art Historical Treasures ArtHistoricalTreasuresGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$0	NoncashContributionsRptF990Amt

Field	Value	IRS element (for citing)
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
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	85	ContributionCnt
Noncash Contributions Rpt F990	$2,661,258	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
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	false	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (true)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 32A	FormAndLineReferenceDesc
Explanation	HOBART AND WILLIAM SMITH COLLEGES HAVE AN AGREEMENT IN PLACE WITH A SECURITY BROKER TO PROCESS AND SELL STOCK GIFTS AS SOON AS THEY ARE RECEIVED.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 7B	THE COLLEGES' UNRELATED BUSINESS TAXABLE INCOME FOR TAX YEAR 2017 INCLUDED $2,504 IN EXPENSES INCURRED TO MAINTAIN EMPLOYEE PARKING SPACES ON CAMPUS. UNDER INTERNAL REVENUE CODE SECTION 512(A)(7), SUCH EXPENSES ARE INCLUDED IN UNRELATED BUSINESS TAXABLE INCOME AS AMOUNTS PAID FOR DISALLOWED FRINGES AND ARE THEREFORE REFLECTED IN PART I, LINE 7B.
FORM 990, PART VI, SECTION A, LINE 11B	A DRAFT OF THE FORM 990 IS PREPARED BY THE COLLEGES' MANAGEMENT IN CONJUNCTION WITH THE EXTERNAL AUDIT AND TAX ADVISORS AND PROVIDED TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF TRUSTEES. THE FORM IS REVIEWED AND CORRECTIONS OR CHANGES ARE MADE AS NECESSARY. A FINAL FORM 990 IS THEN DISTRIBUTED TO THE FULL BOARD BEFORE FILING IT WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C	ANNUALLY, OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE IN WRITING CONFLICTS OF INTEREST OR POTENTIAL CONFLICTS OF INTEREST ON A DISCLOSURE STATEMENT. AT THIS TIME A RIGOROUS PROCESS OF REVIEWING THE DISCLOSURES IS UNDERTAKEN BY THE ASSISTANT SECRETARY AND CHAIR OF THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF TRUSTEES TO ENSURE CONFLICTS ARE TIMELY DEALT WITH IF NECESSARY.
FORM 990, PART VI, SECTION B, LINE 15	THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES (OMITTING THE PRESIDENT FOR THIS PURPOSE) IS COMPRISED OF MEMBERS WITHOUT A CONFLICT OF INTEREST. THIS COMMITTEE REVIEWS THE COMPENSATION FOR THE PRESIDENT. AN ANNUAL PROCESS OF ASSESSING THE PRESIDENT'S PERFORMANCE AND REVIEWING COMPARATIVE COMPENSATION DATA IS PERFORMED IN ORDER TO RECOMMEND COMPENSATION CHANGES. A MOTION TO BE APPROVED BY THE FULL BOARD IS DRAFTED BY THE EXECUTIVE COMMITTEE AFTER THE REVIEW PROCESS. THE DISCUSSIONS OF THE COMMITTEE AND FULL BOARD ARE CONTEMPORANEOUSLY DOCUMENTED IN THE BOARD MINUTES. THE COLLEGES MEET THE THREE REQUIREMENTS OF THE REBUTTABLE PRESUMPTION.
FORM 990, PART VI, SECTION C, LINE 19	HOBART AND WILLIAM SMITH COLLEGES MAKE THEIR GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE ON THE COLLEGES' WEBSITE.
FORM 990, PART XI, LINE 9	CHANGE IN INTEREST RATE SWAP $1,028,918 ROUNDING $ 3 TOTAL $1,028,921

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER TRUST (6)
CRUT/CRAT	NY	NA	Trust	Yes (true)
POOLED INCOME FUND
POOLED INCOME	NY	NA	Trust	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
Div Related Organization	false	DivRelatedOrganizationInd
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	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	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

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	POOLED INCOME FUND	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	S	TransactionTypeTxt
Involved	$145,911	InvolvedAmt
Method Of Amount Determination	CASH	MethodOfAmountDeterminationTxt