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WILLIAMS MEMORIAL INSTITUTE

Company Details

Entity Name: WILLIAMS MEMORIAL INSTITUTE
Jurisdiction: Connecticut
Legal type: Special Chartered
Citizenship: Domestic
Status: Active
Date Formed: 08 Mar 1881
Business ALEI: 0691049
Place of Formation: CONNECTICUT
Total authorized shares: 0

Legal Entity Identifier

LEI number Registered As Jurisdiction Of Formation General Category Entity Status Entity created at
549300SWLU3H3E5KS574 0691049 US-CT GENERAL ACTIVE No data

Addresses
Legal 182 Mohegan Avenue, New London, US-CT, US, 06320
Headquarters 182 Mohegan Avenue, New London, US-CT, US, 06320

Registration details
Registration Date 2013-07-08
Last Update 2023-08-04
Status LAPSED
Next Renewal 2014-07-08
LEI Issuer 5493001KJTIIGC8Y1R12
Corroboration Level FULLY_CORROBORATED
Data Validated As 0691049

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE WILLIAMS SCHOOL 403(B) DC PLAN 2023 060646964 2024-05-13 WILLIAMS MEMORIAL INSTITUTE 115
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1964-09-01
Business code 611000
Sponsor’s telephone number 8604435333
Plan sponsor’s address 182 MOHEGAN AVENUE, NEW LONDON, CT, 06320
THE WILLIAMS SCHOOL 403(B) DC PLAN 2022 060646964 2023-06-12 WILLIAMS MEMORIAL INSTITUTE 116
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1964-09-01
Business code 611000
Sponsor’s telephone number 8604435333
Plan sponsor’s address 182 MOHEGAN AVENUE, NEW LONDON, CT, 06320

Signature of
Role Plan administrator
Date 2023-06-12
Name of individual signing KATHY TRAMMELL
Valid signature Filed with authorized/valid electronic signature
THE WILLIAMS SCHOOL 403(B) DC PLAN 2021 060646964 2022-03-28 WILLIAMS MEMORIAL INSTITUTE 115
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1964-09-01
Business code 611000
Sponsor’s telephone number 8604435333
Plan sponsor’s address 182 MOHEGAN AVENUE, NEW LONDON, CT, 06320

Signature of
Role Plan administrator
Date 2022-03-28
Name of individual signing KATHY TRAMMELL
Valid signature Filed with authorized/valid electronic signature
THE WILLIAMS SCHOOL 403(B) DC PLAN 2020 060646964 2021-07-20 WILLIAMS MEMORIAL INSTITUTE 115
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1964-09-01
Business code 611000
Sponsor’s telephone number 8604435333
Plan sponsor’s address 182 MOHEGAN AVENUE, NEW LONDON, CT, 06320

Signature of
Role Plan administrator
Date 2021-07-20
Name of individual signing KATHY TRAMMELL
Valid signature Filed with authorized/valid electronic signature
THE WILLIAMS SCHOOL 403(B) DC PLAN 2019 060646964 2020-06-29 WILLIAMS MEMORIAL INSTITUTE 110
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1964-09-01
Business code 611000
Sponsor’s telephone number 8604435333
Plan sponsor’s address 182 MOHEGAN AVENUE, NEW LONDON, CT, 06320

Signature of
Role Plan administrator
Date 2020-06-29
Name of individual signing KATHY TRAMMELL
Valid signature Filed with authorized/valid electronic signature
THE WILLIAMS SCHOOL 403(B) DC PLAN 2018 060646964 2019-06-20 WILLIAMS MEMORIAL INSTITUTE 102
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1964-09-01
Business code 611000
Sponsor’s telephone number 8604435333
Plan sponsor’s address 182 MOHEGAN AVENUE, NEW LONDON, CT, 06320

Signature of
Role Plan administrator
Date 2019-06-20
Name of individual signing KATHY TRAMMELL
Valid signature Filed with authorized/valid electronic signature
THE WILLIAMS SCHOOL 403(B) DC PLAN 2017 060646964 2018-06-18 WILLIAMS MEMORIAL INSTITUTE 102
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1964-09-01
Business code 611000
Sponsor’s telephone number 8604435333
Plan sponsor’s address 182 MOHEGAN AVENUE, NEW LONDON, CT, 06320

Signature of
Role Plan administrator
Date 2018-06-18
Name of individual signing KATHY TRAMMELL
Valid signature Filed with authorized/valid electronic signature
THE WILLIAMS SCHOOL 403(B) DC PLAN 2016 060646964 2017-06-09 WILLIAMS MEMORIAL INSTITUTE 88
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1964-09-01
Business code 611000
Sponsor’s telephone number 8604435333
Plan sponsor’s address 182 MOHEGAN AVENUE, NEW LONDON, CT, 06320

Signature of
Role Plan administrator
Date 2017-06-09
Name of individual signing KATHY TRAMMELL
Valid signature Filed with authorized/valid electronic signature
THE WILLIAMS SCHOOL TDA PLAN 2016 060646964 2017-06-09 WILLIAMS MEMORIAL INSTITUTE 86
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2001-08-01
Business code 611000
Sponsor’s telephone number 8604435333
Plan sponsor’s address 182 MOHEGAN AVENUE, NEW LONDON, CT, 06320

Signature of
Role Plan administrator
Date 2017-06-09
Name of individual signing KATHY TRAMMELL
Valid signature Filed with authorized/valid electronic signature
TIAA CREF SUPPLEMENTAL RETIREMENT PLAN FOR THE EMPLOYEES OF WILLIAMS MEMORIAL INSTITUTE 2015 060646964 2016-07-25 WILLIAMS MEMORIAL INSTITUTE 64
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2001-08-01
Business code 611000
Sponsor’s telephone number 8604435333
Plan sponsor’s address 182 MOHEGAN AVENUE, NEW LONDON, CT, 06320

Signature of
Role Plan administrator
Date 2016-07-25
Name of individual signing KATHY TRAMMELL
Valid signature Filed with authorized/valid electronic signature

Filing

Filing number Filing date Effective date Filing category Filing type Report year
0005777632 2017-02-07 2017-02-07 Amendment Amend No data
0002531163 2003-01-31 2003-01-31 Amendment Restate No data
0002320412 1881-10-03 No data Organization Organization No data

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
06-0646964 Corporation Unconditional Exemption MOHEGAN AVE, NEW LONDON, CT, 06320-0000 1945-03
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility Contributions are deductible.
Foundation School 170(b)(1)(A)(ii)
Tax Period 2023-06
Asset 10,000,000 to 49,999,999
Income 5,000,000 to 9,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 23629845
Income Amount 8034664
Form 990 Revenue Amount 7059760
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data
Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)
Organization Name WILLIAMS MEMORIAL INSTITUTE
EIN 06-0646964
Tax Period 202306
Filing Type E
Return Type 990
File View File
Organization Name WILLIAMS MEMORIAL INSTITUTE
EIN 06-0646964
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name WILLIAMS MEMORIAL INSTITUTE
EIN 06-0646964
Tax Period 202106
Filing Type E
Return Type 990
File View File
Organization Name WILLIAMS MEMORIAL INSTITUTE
EIN 06-0646964
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name WILLIAMS MEMORIAL INSTITUTE
EIN 06-0646964
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name WILLIAMS MEMORIAL INSTITUTE
EIN 06-0646964
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name WILLIAMS MEMORIAL INSTITUTE
EIN 06-0646964
Tax Period 201706
Filing Type E
Return Type 990
File View File
Organization Name WILLIAMS MEMORIAL INSTITUTE
EIN 06-0646964
Tax Period 201606
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5368607009 2020-04-05 0156 PPP 182 MOHEGAN AVE, NEW LONDON, CT, 06320-4108
Loan Status Date 2021-01-12
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 806100
Loan Approval Amount (current) 806100
Undisbursed Amount 0
Franchise Name -
Lender Location ID 46391
Servicing Lender Name Manufacturers and Traders Trust Company
Servicing Lender Address One M & T Plaza, 15th Fl, BUFFALO, NY, 14203
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address NEW LONDON, NEW LONDON, CT, 06320-4108
Project Congressional District CT-02
Number of Employees 54
NAICS code 611110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 15793
Originating Lender Name Manufacturers and Traders Trust Company
Originating Lender Address Bridgeport, CT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 811356.21
Forgiveness Paid Date 2020-12-15

Motor Carrier Census

USDOT Number Carrier Operation MCS-150 Form Date MCS-150 Mileage MCS-150 Year Power Units Drivers Operation Classification
1693837 Interstate 2023-12-12 20500 2022 4 1 Priv. Pass.(Non-business)
Legal Name WILLIAMS MEMORIAL INSTITUTE
DBA Name THE WILLIAMS SCHOOL
Physical Address 182 MOHEGAN AVE, NEW LONDON, CT, 06320, US
Mailing Address 182 MOHEGAN AVE, NEW LONDON, CT, 06320, US
Phone (860) 439-2757
Fax (860) 439-2796
E-mail KTRAMMEL@WILLIAMSSCHOOL.ORG

Safety Measurement System - All Transportation
Total Number of Inspections for the measurement period (24 months) 0
Driver Fitness BASIC Serious Violation Indicator No
Vehicle Maintenance BASIC Acute/Critical Indicator No
Unsafe Driving BASIC Acute/Critical Indicator No
Driver Fitness BASIC Roadside Performance measure value 0
Hours-of-Service (HOS) Compliance BASIC Roadside Performance measure value 0
Total Number of Driver Inspections for the measurment period 0
Vehicle Maintenance BASIC Roadside Performance measure value 0
Total Number of Vehicle Inspections for the measurement period 0
Controlled Substances and Alcohol BASIC Roadside Performance measure value 0
Unsafe Driving BASIC Roadside Performance Measure Value 0
Number of inspections with at least one Driver Fitness BASIC violation 0
Number of inspections with at least one Hours-of-Service BASIC violation 0
Total Number of Driver Inspections containing at least one Driver Out-of-Service Violation 0
Number of inspections with at least one Vehicle Maintenance BASIC violation 0
Total Number of Vehicle Inspections containing at least one Vehicle Out-of-Service violation 0
Number of inspections with at least one Controlled Substances and Alcohol BASIC violation 0
Number of inspections with at least one Unsafe Driving BASIC violation 0

Safety Measurement System - Passenger Transportation
Total Number of Inspections for the measurement period (24 months) 0
Driver Fitness BASIC Acute/Critical Indicator No
Driver Fitness BASIC Roadside Performance Percentile Less than 5 driver inspections
Vehicle Maintenance BASIC Acute/Critical Indicator No
Vehicle Maintenance BASIC Roadside Performance Percentile Less than 5 vehicle inspections
Controlled Substances and Alcohol BASIC Acute/Critical Indicator No
Unsafe Driving BASIC Acute/Critical Indicator No
Controlled Substances and Alcohol BASIC Roadside Performance Percentile 0%
Unsafe Driving BASIC Roadside Performance Percentile 0%
Driver Fitness BASIC Roadside Performance measure value 0
Hours-of-Service (HOS) Compliance BASIC Roadside Performance measure value 0
Total Number of Driver Inspections for the measurment period 0
Driver Fitness BASIC Roadside Performance Over Threshold Indicator No
Vehicle Maintenance BASIC Roadside Performance measure value 0
Total Number of Vehicle Inspections for the measurement period 0
Vehicle Maintenance BASIC Roadside Performance Over Threshold Indicator No
Controlled Substances and Alcohol BASIC Roadside Performance measure value 0
Unsafe Driving BASIC Roadside Performance Measure Value 0
Controlled Substances and Alcohol BASIC Roadside Performance Over Threshold Indicator No
Driver Fitness BASIC Indicator No
Number of inspections with at least one Driver Fitness BASIC violation 0
Number of inspections with at least one Hours-of-Service BASIC violation 0
Unsafe Driving BASIC Roadside Performance Over Threshold Indicator No
Total Number of Driver Inspections containing at least one Driver Out-of-Service Violation 0
Vehicle Maintenance BASIC Indicator No
Number of inspections with at least one Vehicle Maintenance BASIC violation 0
Total Number of Vehicle Inspections containing at least one Vehicle Out-of-Service violation 0
Controlled Substances and Alcohol BASIC Indicator No
Number of inspections with at least one Controlled Substances and Alcohol BASIC violation 0
Unsafe Driving Overall BASIC Indicator No
Number of inspections with at least one Unsafe Driving BASIC violation 0

Related by officers

No related officers

Related by address

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Date of last update: 10 Mar 2025

Sources: Connecticut's Official State Website

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