Instrumentl eFile Render
Object ID: 202231339349307013 - Rendered 2024-05-05
TIN: 04-2104847
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
20
Open to Public Inspection
Name of the organization
Williams College
Employer identification number
04-2104847
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
First-class or charter travel
Housing allowance or residence for personal use
Travel for companions
Payments for business use of personal residence
Tax idemnification and gross-up payments
Health or social club dues or initiation fees
Discretionary spending account
Personal services (e.g., maid, chauffeur, chef)
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain
.....
1b
Yes
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a?
....
2
Yes
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
Compensation committee
Written employment contract
Independent compensation consultant
Compensation survey or study
Form 990 of other organizations
Approval by the board or compensation committee
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment?
.............
4a
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan?
.........
4b
No
c
Participate in, or receive payment from, an equity-based compensation arrangement?
.........
4c
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization?
....................
5a
No
b
Any related organization?
.......................
5b
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization?
..................
6a
No
b
Any related organization?
......................
6b
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III
............
7
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III
..........................
8
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)?
.........................
9
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2020
Schedule J (Form 990) 2020
Page
2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees.
Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note.
The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A)
Name and Title
(B)
Breakdown of W-2 and/or 1099-MISC compensation
(C)
Retirement and other deferred compensation
(D)
Nontaxable
benefits
(E)
Total of columns
(B)(i)-(D)
(F)
Compensation in column (B) reported as deferred on prior Form 990
(i)
Base
compensation
(ii)
Bonus & incentive
compensation
(iii)
Other
reportable compensation
1
MAUD MANDEL
PRESIDENT
(i)
(ii)
545,496
-------------
0
0
-------------
0
16,108
-------------
0
92,135
-------------
0
59,403
-------------
0
713,142
-------------
0
0
-------------
0
2
COLLETTE CHILTON
CHIEF INVESTMENT OFFICER
(i)
(ii)
595,369
-------------
0
915,206
-------------
0
20,182
-------------
0
600,885
-------------
0
19,389
-------------
0
2,151,031
-------------
0
446,456
-------------
0
3
FREDERICK PUDDESTER
VP FOR FINANCE & ADMIN & TREAS
(i)
(ii)
435,406
-------------
0
1,000
-------------
0
20,166
-------------
0
32,135
-------------
0
27,361
-------------
0
516,068
-------------
0
0
-------------
0
4
MEGAN MOREY
VP OF COLLEGE RELATIONS
(i)
(ii)
358,343
-------------
0
11,000
-------------
0
500
-------------
0
32,135
-------------
0
48,643
-------------
0
450,621
-------------
0
0
-------------
0
5
MARLENE SANDSTROM
DEAN OF COLLEGE, PROF OF PSYCH
(i)
(ii)
272,322
-------------
0
11,000
-------------
0
0
-------------
0
31,341
-------------
0
29,501
-------------
0
344,164
-------------
0
0
-------------
0
6
DAVID LOVE
PROVOST, PROF OF ECONOMICS
(i)
(ii)
271,327
-------------
0
1,000
-------------
0
1,661
-------------
0
31,341
-------------
0
32,474
-------------
0
337,803
-------------
0
0
-------------
0
7
KELI GAIL
SECRETARY OF THE COLLEGE
(i)
(ii)
234,109
-------------
0
1,000
-------------
0
500
-------------
0
26,569
-------------
0
26,142
-------------
0
288,320
-------------
0
0
-------------
0
8
JAMES REISCHE
VP OF COMMUNICATIONS
(i)
(ii)
200,368
-------------
0
1,000
-------------
0
20,373
-------------
0
25,734
-------------
0
33,659
-------------
0
281,134
-------------
0
0
-------------
0
9
LETICIA SMITH-EVANS HAYNES
VP for Institutional Diversity, Equity, and Inclusion
(i)
(ii)
216,747
-------------
0
1,000
-------------
0
0
-------------
0
25,376
-------------
0
35,365
-------------
0
278,488
-------------
0
0
-------------
0
10
SAFA ZAKI
DEAN OF THE FACULTY, PROF OF PSYCHOLOGY
(i)
(ii)
200,644
-------------
0
1,600
-------------
0
823
-------------
0
23,433
-------------
0
51,658
-------------
0
278,158
-------------
0
0
-------------
0
11
STEPHEN KLASS
VP FOR CAMPUS LIFE
(i)
(ii)
225,483
-------------
0
0
-------------
0
1,137
-------------
0
20,393
-------------
0
13,263
-------------
0
260,276
-------------
0
0
-------------
0
12
JULIA CROSBY
MANAGING DIRECTOR, INV OFFICE
(i)
(ii)
355,553
-------------
0
325,120
-------------
0
1,560
-------------
0
196,385
-------------
0
20,751
-------------
0
899,369
-------------
0
160,870
-------------
0
13
BRADFORD WAKEMAN
MANAGING DIR / COO, INV OFFICE
(i)
(ii)
360,789
-------------
0
288,714
-------------
0
1,560
-------------
0
173,477
-------------
0
35,519
-------------
0
860,059
-------------
0
147,372
-------------
0
14
ABIGAIL WATTLEY
MANAGING DIRECTOR, INV OFFICE
(i)
(ii)
318,533
-------------
0
272,632
-------------
0
0
-------------
0
178,385
-------------
0
4,929
-------------
0
774,479
-------------
0
126,382
-------------
0
15
ANDREA DANYLUK
PROF OF COMPUTER SCIENCE, EMERITA
(i)
(ii)
178,895
-------------
0
83,222
-------------
0
100
-------------
0
20,157
-------------
0
24,896
-------------
0
307,270
-------------
0
0
-------------
0
16
DENISE BUELL
FORMER DEAN OF THE FACULTY, PROF OF RELIGION
(i)
(ii)
239,806
-------------
0
1,000
-------------
0
95
-------------
0
27,589
-------------
0
20,176
-------------
0
288,666
-------------
0
0
-------------
0
17
PROTIK K MAJUMDER
PROF PHYSICS/FRMR PRESIDENT
(i)
(ii)
174,987
-------------
0
1,000
-------------
0
0
-------------
0
18,862
-------------
0
30,271
-------------
0
225,120
-------------
0
0
-------------
0
18
LEE PARK
Former Dean of the Faculty, Prof of Chemistry
(i)
(ii)
169,709
-------------
0
1,000
-------------
0
100
-------------
0
16,636
-------------
0
19,330
-------------
0
206,775
-------------
0
0
-------------
0
Schedule J (Form 990) 2020
Schedule J (Form 990) 2020
Page
3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference
Explanation
Schedule J, Part I LINE 4B AND LINE 7
MEMBERS OF THE INVESTMENT OFFICE STAFF ARE ELIGIBLE TO RECEIVE AN ANNUAL BONUS UP TO A CERTAIN PERCENTAGE OF THEIR BASE SALARY. THE BONUS IS DETERMINED BY THE PERFORMANCE OF THE INVESTMENT PORTFOLIO IN RELATION TO THE PERFORMANCE OF THE POLICY BENCHMARK. THE POLICY BENCHMARK IS ESTABLISHED BY THE INVESTMENT COMMITTEE OF THE BOARD OF TRUSTEES. THE BONUS IS PAID OUT OVER TIME, REQUIRES THE INDIVIDUAL TO REMAIN EMPLOYED IN ORDER TO BE ELIGIBLE TO RECEIVE PAYMENT, AND IS SUBJECT TO NEGATIVE EARNINGS PROVISIONS.
Schedule J, Part I, Line 1a Travel for companions
THE BOARD OF TRUSTEES AUTHORIZED ONE LISTED OFFICER'S SPOUSE TO ACCOMPANY THE OFFICER ON VARIOUS COLLEGE BUSINESS TRIPS WHERE THE SPOUSE PARTICIPATED IN ALUMNI RELATIONS AND DEVELOPMENT EVENTS. The amounts were not reported as taxable compensation as deemed for qualified business purpose.
Schedule J, Part I, Line 1a Housing allowance or residence for personal use
THE PRESIDENT WAS REQUIRED TO LIVE ON CAMPUS AS A CONDITION OF HER EMPLOYMENT AND FOR THE CONVENIENCE OF WILLIAMS. Pursuant to section 119, the housing is excludable from income and was not treated as taxable compensation. ONE LISTED OFFICER RECEIVED A TAXABLE HOUSING ALLOWANCE. THE VALUE OF THE ALLOWANCE IS IMPUTED AS INCOME AND REPORTED ON FORM W-2. THE VALUE OF THE ALLOWANCE IS INCLUDED IN PART II, COLUMN B(III).
Schedule J, Part I, Line 1a Health or social club dues or initiation fees
WILLIAMS PAID DUES FOR A PRIVATE ALUMNI CLUB FOR ONE LISTED OFFICER - Maud Mandel, College President. THE AMOUNTS WERE were paid for qualified business purposes and not REPORTED AS TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a Personal services
PRESIDENT MANDEL RECEIVED CERTAIN PERSONAL SERVICES PROVIDED AT HER HOUSE. SUCH SERVICES THAT WERE NOT BUSINESS RELATED WERE REPORTED AS TAXABLE COMPENSATION.
Schedule J (Form 990) 2020
Additional Data
Software ID:
20011424
Software Version:
2020v4.0