UNIVERSITY OF THE SOUTH: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: UNIVERSITY OF THE SOUTH (EIN 62-0475697)
Tax period: 2022-07-01 to 2023-06-30
Filed: 2024-05-14
IRS object ID: 202401499349300520
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

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

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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-14T17:47:03-07:00	ReturnTs
Tax Period End	2023-06-30	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	620475697	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UNIVERSITY OF THE SOUTH	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	UNIV	BusinessNameControlTxt
Phone	9315981349	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	735 University Ave	AddressLine1Txt
City	Sewanee	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	373831000	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Douglass Williams	PersonNm
Person Title	Treasurer	PersonTitleTxt
Phone	9315981349	PhoneNum
Signature	2024-05-10	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Douglass	PersonFirstNm
Person Last	Williams	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	1	TrustedCustomerCd
OOB Security Verification	11	OOBSecurityVerificationCd
Last Submission Rqr OOB	1	LastSubmissionRqrOOBCd
Authentication Assurance Level	AAL2	AuthenticationAssuranceLevelCd
Profile Password Change	Yes (X)	ProfilePasswordChangeInd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Robert W Pearigen	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	735 University Ave	AddressLine1Txt
City	Sewanee	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37383	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$297,556,572	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.sewanee.edu	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1858	FormationYr
Legal Domicile State	TN	LegalDomicileStateCd
Activity Or Mission	An Episcopal University composed of the College of Arts and Sciences and the School of Theology.	ActivityOrMissionDesc
Voting Members Governing Body	143	VotingMembersGoverningBodyCnt
Voting Members Independent	140	VotingMembersIndependentCnt
Total Employee	2010	TotalEmployeeCnt
Total Volunteers	1000	TotalVolunteersCnt
Total Gross UBI	$2,767,529	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$7,913	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$19,209,731	PYContributionsGrantsAmt
CY Contributions Grants	$21,937,356	CYContributionsGrantsAmt
PY Program Service Revenue	$131,187,504	PYProgramServiceRevenueAmt
CY Program Service Revenue	$131,440,388	CYProgramServiceRevenueAmt
PY Investment Income	-$63,373,665	PYInvestmentIncomeAmt
CY Investment Income	$20,764,068	CYInvestmentIncomeAmt
PY Other Revenue	$914,909	PYOtherRevenueAmt
CY Other Revenue	$1,139,586	CYOtherRevenueAmt
PY Total Revenue	$87,938,479	PYTotalRevenueAmt
CY Total Revenue	$175,281,398	CYTotalRevenueAmt
PY Grants And Similar Paid	$50,988,928	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$51,178,691	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$66,491,833	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$70,258,976	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$2,438,501	CYTotalFundraisingExpenseAmt
PY Other Expenses	$49,357,231	PYOtherExpensesAmt
CY Other Expenses	$51,313,523	CYOtherExpensesAmt
PY Total Expenses	$166,837,992	PYTotalExpensesAmt
CY Total Expenses	$172,751,190	CYTotalExpensesAmt
PY Revenues Less Expenses	-$78,899,513	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$2,530,208	CYRevenuesLessExpensesAmt
Total Assets BOY	$787,587,757	TotalAssetsBOYAmt
Total Assets EOY	$813,958,059	TotalAssetsEOYAmt
Total Liabilities BOY	$108,385,667	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$104,535,784	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$679,202,090	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$709,422,275	NetAssetsOrFundBalancesEOYAmt
Mission	The College of Arts and Sciences is committed to the development of the whole person through a liberal arts education of the highest quality. The School of Theology educates women and men to serve the broad whole of the Episcopal Church in ordained and lay vocations.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$94,588,386	ExpenseAmt
Grant	$51,178,691	GrantAmt
Revenue	$90,381,272	RevenueAmt
Desc	INSTRUCTION: IN THE COLLEGE OF ARTS AND SCIENCES, STUDENTS WORK CLOSELY WITH DISTINGUISHED AND DIVERSE FACULTY IN A DEMANDING COURSE OF HUMANE AND SCIENTIFIC STUDY THAT PREPARES THEM FOR LIVES OF ACHIEVEMENT AND SERVICE. A STUDENT-FACULTY RATIO OF 11:1 ENABLES CLOSE STUDENT-FACULTY INTERACTION IN THE CLASSROOM AND ALLOWS FOR FACULTY GUIDANCE IN STUDENT RESEARCH.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$19,485,198	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$2,119,685	RevenueAmt
Desc	STUDENT SERVICES: A WIDE RANGE OF CO-CURRICULAR AND RECREATIONAL OPPORTUNITIES ARE AVAILABLE TO COMPLEMENT THE ACADEMIC EXPERIENCE AND SUPPORT STUDENT LIFE. MORE THAN A HUNDRED ORGANIZATIONS AND CLUBS FACILITATE SOCIAL INTERACTION BETWEEN STUDENTS AND BETWEEN STUDENTS AND THE BROADER SEWANEE COMMUNITY.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$21,667,432	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$37,471,886	RevenueAmt
Desc	HOUSING AND AUXILIARY SERVICES: THE COLLEGE IS A RESIDENTIAL LIBERAL ARTS COLLEGE. ROOM AND BOARD PROGRAMS ARE DESIGNED TO ENCOURAGE OPPORTUNITIES FOR CONVERSATION AND COMMUNITY BUILDING BEYOND THE CLASSROOM. BESIDES TRADITIONAL RESIDENCE DORMITORIES, STUDENTS MAY ALSO CHOOSE TO LIVE IN A THEME HOUSE WHICH BRINGS TOGETHER STUDENTS WITH A COMMON INTEREST.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$20,292,589	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$1,467,545	RevenueAmt
Desc	OTHER PROGRAM SERVICES: OTHER PROGRAM EXPENSES ARE PRIMARILY COMPRISED OF EXPENSES RELATED TO FACULTY RESEARCH ACTIVITIES, PUBLIC SERVICE, AND OF EXPENSES RELATED TO PLANT MAINTENANCE AND OPERATION.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$20,292,589	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$0	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$1,467,545	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$156,033,605	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	Yes (1)	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (1)	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	Yes (1)	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (1)	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	0	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	Yes (1)	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	1093	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	2010	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	Yes (1)	ForeignFinancialAccountInd
Foreign Country	SP	ForeignCountryCd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	143	GoverningBodyVotingMembersCnt
Independent Voting Member	140	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	0	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	HI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TX	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	Doug Williams	PersonNm
Phone	9315981349	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	735 University Ave	AddressLine1Txt
City	Sewanee	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	373831000	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (187 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Nancy Berner
Former Acting Vice Chancellor/Provost	40	Yes (X)	$481,062	$0	$136,202
Scott Wilson
Acting Provost	40	Yes (X)	$260,243	$0	$81,387
Deborah Vaughn
VP University Relations	40	Yes (X)	$261,024	$0	$78,589
Lisa Stephenson
Vice Provost for Student Success	40		$263,429	$0	$60,739	Yes (X)
Earl Williams
Treasurer	40	Yes (X)	$245,478	$0	$60,485
Terry Papillon
Former Dean of the College	40	Yes (X)	$224,665	$0	$74,599
Reuben Brigety
Former Vice Chancellor/President	40		$280,500	$0	$1,627		Yes (X)
Sibby Anderson Thompkins
Vice Provost for DEI	40		$202,728	$0	$69,179	Yes (X)
Marquitte Starkey
General Counsel	40	Yes (X)	$206,768	$0	$49,840
David Shipps
VP Econ Dev	40		$185,000	$0	$66,989	Yes (X)
William Register
Professor	40		$174,829	$0	$74,381	Yes (X)
Alan Ramirez
Dean of Admissions	40	Yes (X)	$187,578	$0	$55,495
Jay Fisher
Secretary of the Board	40		$173,457	$0	$53,354			Yes (X)
Erica Howard
Dean of Students	40	Yes (X)	$172,428	$0	$43,235
Alyssa Summers
Assoc Professor	40		$178,120	$0	$31,271	Yes (X)
Jim Teurrell
Dean School of Theology	40	Yes (X)	$175,862	$0	$19,232
Betsy Sandlin
Interim Dean of the College	40	Yes (X)	$135,089	$0	$56,865
Robert E Bachman
Board Member	40		$125,890	$0	$58,235			Yes (X)
Ruth Sanchez Imizcoz
Board Member	40		$116,034	$0	$43,722			Yes (X)
Julia M Gatta
Board Member	40		$117,534	$0	$4,174			Yes (X)
Abby Cole
Board Member	2		$0	$0	$0			Yes (X)
Allen Petit
Board Member	2		$0	$0	$0			Yes (X)
Amanda Moran
Board Member	2		$0	$0	$0			Yes (X)
Amber Singleton Camiul
Board Member	2		$0	$0	$0			Yes (X)
Andrew Carter
Board Member	2		$0	$0	$0			Yes (X)
Anna Graham
Board Member	2		$0	$0	$0			Yes (X)
Ashley Cusack
Board Member	2		$0	$0	$0			Yes (X)
Ashley Simpson
Board Member	2		$0	$0	$0			Yes (X)
Asitha Sandanayake
Board Member	2		$0	$0	$0			Yes (X)
Betsy Cox
Board Member	2		$0	$0	$0			Yes (X)
Bill Gage
Board Member	2		$0	$0	$0			Yes (X)
Bill Stiefel Jr
Board Member	2		$0	$0	$0			Yes (X)
Bradley Drell
Board Member	2		$0	$0	$0			Yes (X)
Brent Tate
Board Member	2		$0	$0	$0			Yes (X)
Brian L Cole
Board Member	2		$0	$0	$0			Yes (X)
Brian R Seage
Board Member	2		$0	$0	$0			Yes (X)
C Andrew Doyle
Board Member	2		$0	$0	$0			Yes (X)
Canon Christian Brady
Board Member	2		$0	$0	$0			Yes (X)
Canon Doris Westfall
Board Member	2		$0	$0	$0			Yes (X)
Canon Walter Brownridge
Board Member	2		$0	$0	$0			Yes (X)
Carlton White
Board Member	2		$0	$0	$0			Yes (X)
Carmen Germino
Board Member	2		$0	$0	$0			Yes (X)
Carol Titus
Board Member	2		$0	$0	$0			Yes (X)
Catherine Foster
Board Member	2		$0	$0	$0			Yes (X)
Chalankis Brown
Board Member	2		$0	$0	$0			Yes (X)
Charles L White
Board Member	2		$0	$0	$0			Yes (X)
Chris Sturgeon
Board Member	2		$0	$0	$0			Yes (X)
Christopher Bright
Board Member	2		$0	$0	$0			Yes (X)
Clifford Athey
Board Member	2		$0	$0	$0			Yes (X)
Cynthia Phelps-Streit
Board Member	2		$0	$0	$0			Yes (X)
Dallas J Gingles
Board Member	2		$0	$0	$0			Yes (X)
Dalton Lyon
Board Member	2		$0	$0	$0			Yes (X)
Daniel P Richards
Board Member	2		$0	$0	$0			Yes (X)
David Bale
Board Member	2		$0	$0	$0			Yes (X)
David Boyd
Board Member	2		$0	$0	$0			Yes (X)
David Bruce Johnson
Board Member	2		$0	$0	$0			Yes (X)
David M Goldberg
Board Member	2		$0	$0	$0			Yes (X)
David M Sanders
Board Member	2		$0	$0	$0			Yes (X)
David Reed
Board Member	2		$0	$0	$0			Yes (X)
Debra Wilson
Board Member	2		$0	$0	$0			Yes (X)
Deon Johnson
Board Member	2		$0	$0	$0			Yes (X)
Don WF Rodgers
Board Member	2		$0	$0	$0			Yes (X)
Donna Mote
Board Member	2		$0	$0	$0			Yes (X)
Douglas Scharf
Board Member	2		$0	$0	$0			Yes (X)
Drew Broach
Board Member	2		$0	$0	$0			Yes (X)
Emmanuel Bessay
Board Member	2		$0	$0	$0			Yes (X)
Eric Stevenson
Board Member	2		$0	$0	$0			Yes (X)
Felysha Jenkins
Board Member	2		$0	$0	$0			Yes (X)
Frances L Webster
Board Member	2		$0	$0	$0			Yes (X)
Frances Ladd
Board Member	2		$0	$0	$0			Yes (X)
Frank Sullivan Logue
Board Member	2		$0	$0	$0			Yes (X)
Fred Rhodes Jr
Board Member	2		$0	$0	$0			Yes (X)
Gene B Manning
Board Member	2		$0	$0	$0			Yes (X)
George G Clarke Jr
Board Member	2		$0	$0	$0			Yes (X)
George R Sumner
Board Member	2		$0	$0	$0			Yes (X)
George Williamson
Board Member	2		$0	$0	$0			Yes (X)
Glenda S Curry
Board Member	2		$0	$0	$0			Yes (X)
Gregory Hearing
Board Member	2		$0	$0	$0			Yes (X)
Gregory O Brewer
Board Member	2		$0	$0	$0			Yes (X)
Gretchen M Rehberg
Board Member	2		$0	$0	$0			Yes (X)
H E Miller Jr
Board Member	2		$0	$0	$0			Yes (X)
Harriet Cousins
Board Member	2		$0	$0	$0			Yes (X)
Harris Powers
Board Member	2		$0	$0	$0			Yes (X)
Henry Setser
Board Member	2		$0	$0	$0			Yes (X)
Hilary Jarvis
Board Member	2		$0	$0	$0			Yes (X)
J Russell Kendrick
Board Member	2		$0	$0	$0			Yes (X)
J Scott Mayer
Board Member	2		$0	$0	$0			Yes (X)
Jack Lauless
Board Member	2		$0	$0	$0			Yes (X)
Jackson Byron Greene
Board Member	2		$0	$0	$0			Yes (X)
Jacob W Owensby
Board Member	2		$0	$0	$0			Yes (X)
James Folds Jr
Board Member	2		$0	$0	$0			Yes (X)
Jeffery Patenaude
Board Member	2		$0	$0	$0			Yes (X)
Jennifer Brooke-Davidson
Board Member	2		$0	$0	$0			Yes (X)
Jennifer Staats
Board Member	2		$0	$0	$0			Yes (X)
Jessica C Osaki
Board Member	2		$0	$0	$0			Yes (X)
Johanna Oliver Rousseaux
Board Member	2		$0	$0	$0			Yes (X)
John Bauerschmidt
Board Member	2		$0	$0	$0			Yes (X)
John Buckley
Board Member	2		$0	$0	$0			Yes (X)
Jose A McLoughlin
Board Member	2		$0	$0	$0			Yes (X)
Joseph B Mays Jr
Board Member	2		$0	$0	$0			Yes (X)
Julie Curd
Board Member	2		$0	$0	$0			Yes (X)
Kathryn M Ryan
Board Member	2		$0	$0	$0			Yes (X)
Katie C Pearson
Board Member	2		$0	$0	$0			Yes (X)
Kirby L Colson
Board Member	2		$0	$0	$0			Yes (X)
Kristen E Paul
Board Member	2		$0	$0	$0			Yes (X)
Kristine Laudadio Devine
Board Member	2		$0	$0	$0			Yes (X)
Larry R Benfield
Board Member	2		$0	$0	$0			Yes (X)
Laura Marshall
Board Member	2		$0	$0	$0			Yes (X)
Lenore Adediran
Board Member	2		$0	$0	$0			Yes (X)
Leslie Newman
Board Member	2		$0	$0	$0			Yes (X)
Lori Ranner
Board Member	2		$0	$0	$0			Yes (X)
Lucy Lacey Shackelford
Board Member	2		$0	$0	$0			Yes (X)
Mac Jefferson
Board Member	2		$0	$0	$0			Yes (X)
Mallory L Dimmitt
Board Member	2		$0	$0	$0			Yes (X)
Marc Andrus
Board Member	2		$0	$0	$0			Yes (X)
Marcel Lettre
Board Member	2		$0	$0	$0			Yes (X)
Marguerite Lloyd
Board Member	2		$0	$0	$0			Yes (X)
Mark Van Koevering
Board Member	2		$0	$0	$0			Yes (X)
Marti Dalby
Board Member	2		$0	$0	$0			Yes (X)
Mary Alice Mathison
Board Member	2		$0	$0	$0			Yes (X)
Mary Claire Murphy
Board Member	2		$0	$0	$0			Yes (X)
Maryetta M Anschutz
Board Member	2		$0	$0	$0			Yes (X)
Matthew Farr
Board Member	2		$0	$0	$0			Yes (X)
Michael Bordelon
Board Member	2		$0	$0	$0			Yes (X)
Michael Edge
Board Member	2		$0	$0	$0			Yes (X)
Michael Goldsmith
Board Member	2		$0	$0	$0			Yes (X)
Michael Kirk Battle
Board Member	2		$0	$0	$0			Yes (X)
Michael Reeves
Board Member	2		$0	$0	$0			Yes (X)
Michael Smith
Board Member	2		$0	$0	$0			Yes (X)
Miranda Cully
Board Member	2		$0	$0	$0			Yes (X)
Molly Dougall
Board Member	2		$0	$0	$0			Yes (X)
Molly Holdeman
Board Member	2		$0	$0	$0			Yes (X)
Molly Nabors
Board Member	2		$0	$0	$0			Yes (X)
Nancy Ward
Board Member	2		$0	$0	$0			Yes (X)
Neil L Pruitt
Board Member	2		$0	$0	$0			Yes (X)
Neil Raman
Board Member	2		$0	$0	$0			Yes (X)
Nick Funk
Board Member	2		$0	$0	$0			Yes (X)
Nikki Mathis
Board Member	2		$0	$0	$0			Yes (X)
OB Grayson Hall
Board Member	2		$0	$0	$0			Yes (X)
Paige Fisher
Board Member	2		$0	$0	$0			Yes (X)
Perrin Dargan
Board Member	2		$0	$0	$0			Yes (X)
Peter Eaton
Board Member	2		$0	$0	$0			Yes (X)
Phoebe A Roaf
Board Member	2		$0	$0	$0			Yes (X)
Polly H Robb
Board Member	2		$0	$0	$0			Yes (X)
Pratham Singhal
Board Member	2		$0	$0	$0			Yes (X)
Raj Sivananthan
Board Member	2		$0	$0	$0			Yes (X)
Randy Poitevent DeFoor
Board Member	2		$0	$0	$0			Yes (X)
Rayford High
Board Member	2		$0	$0	$0			Yes (X)
Rayid Ghani
Board Member	2		$0	$0	$0			Yes (X)
Renia R Dotson
Board Member	2		$0	$0	$0			Yes (X)
Richard Ammons
Board Member	2		$0	$0	$0			Yes (X)
Rob Skirving
Board Member	2		$0	$0	$0			Yes (X)
Robert B Crow
Board Member	2		$0	$0	$0			Yes (X)
Robert B Wood
Board Member	2		$0	$0	$0			Yes (X)
Robert Beazley
Board Member	2		$0	$0	$0			Yes (X)
Robert Fowler
Board Member	2		$0	$0	$0			Yes (X)
Robert Husted
Board Member	2		$0	$0	$0			Yes (X)
Robert Pearigen
Board Member	2		$0	$0	$0			Yes (X)
Robert Wright
Board Member	2		$0	$0	$0			Yes (X)
Robin A Reed
Board Member	2		$0	$0	$0			Yes (X)
Robin Rotman
Board Member	2		$0	$0	$0			Yes (X)
Rondal Richardson
Board Member	2		$0	$0	$0			Yes (X)
Ruth M Woodliff-Stanley
Board Member	2		$0	$0	$0			Yes (X)
Ryan Currie
Board Member	2		$0	$0	$0			Yes (X)
Samuel Johnson Howard
Board Member	2		$0	$0	$0			Yes (X)
Samuel Regonini
Board Member	2		$0	$0	$0			Yes (X)
Samuel Rodman
Board Member	2		$0	$0	$0			Yes (X)
Sandy Guitar
Board Member	2		$0	$0	$0			Yes (X)
Scott Bagley
Board Member	2		$0	$0	$0			Yes (X)
Shannon Rogers Duckworth
Board Member	2		$0	$0	$0			Yes (X)
Stephen Spicer
Board Member	2		$0	$0	$0			Yes (X)
Steve Dear
Board Member	2		$0	$0	$0			Yes (X)
Susan Griffith
Board Member	2		$0	$0	$0			Yes (X)
Suzanne L Cate
Board Member	2		$0	$0	$0			Yes (X)
Tammy Breitbarth
Board Member	2		$0	$0	$0			Yes (X)
Tara Bartal
Board Member	2		$0	$0	$0			Yes (X)
Terry Allen White
Board Member	2		$0	$0	$0			Yes (X)
Tom Purdy
Board Member	2		$0	$0	$0			Yes (X)
Trippe Cheek
Board Member	2		$0	$0	$0			Yes (X)
Val Crumpton
Board Member	2		$0	$0	$0			Yes (X)
W A Stringer
Board Member	2		$0	$0	$0			Yes (X)
Whit Davis
Board Member	2		$0	$0	$0			Yes (X)
William Campbell
Board Member	2		$0	$0	$0			Yes (X)
William Stokes
Board Member	2		$0	$0	$0			Yes (X)
Wm Andrew McLarty Jr
Board Member	2		$0	$0	$0			Yes (X)
WR McCown
Board Member	2		$0	$0	$0			Yes (X)
Robert Pearigen
Vice Chancellor/President	40	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$4,167,718	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,119,600	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	93	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt	Address Line2ContractorAddress/USAddress/AddressLine2Txt
Howard Morton Construction
949 Taft Ave	Chattanooga	TN	37408	Construction	$785,031
Edgehill Endowment Partners
205 Whitney Avenue	New Haven	CT	06511	Endowment Management	$1,301,320	Suite 201
Ebsco Information Services
17 19 Washington St	Tenafly	NJ	07670	Research Databases	$547,074
CapFinancial Partners LLC
4208 Six Forks Rd 1700	Raleigh	NC	27609	Investment Advisory Services	$167,481
J E Dunn Construction Co
347 E Stevens St	Cookeville	TN	38501	Construction	$1,217,984

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	22	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$0	FederatedCampaignsAmt
Membership Dues	$0	MembershipDuesAmt
Fundraising	$0	FundraisingAmt
Related Organizations	$0	RelatedOrganizationsAmt
Government Grants	$2,384,504	GovernmentGrantsAmt
All Other Contributions	$19,552,852	AllOtherContributionsAmt
Noncash Contributions	$942,381	NoncashContributionsAmt
Total Contributions	$21,937,356	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Tuition and Fees	611310	$90,381,272	$90,381,272	$0	$0
Auxiliary Sales and Services	611310	$37,471,886	$34,700,683	$2,771,203	$0
Education Sales and Services	611310	$2,119,685	$2,119,685	$0	$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,467,545	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,467,545	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$131,440,388	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,482,245	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$3,674	UnrelatedBusinessRevenueAmt
Exclusion	$5,485,919	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$172,581	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$172,581	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,139,586	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,139,586	ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

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

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$137,384,416	SecuritiesAmt
Other	$0	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$122,275,174	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$15,109,242	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$15,109,242	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$15,109,242	ExclusionAmt

Field	Value	IRS element (for citing)
Contri Rpt Fundraising Event	$0	ContriRptFundraisingEventAmt
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$175,281,398	TotalRevenueColumnAmt
Related Or Exempt Func Income	$128,669,185	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$2,767,529	UnrelatedBusinessRevenueAmt
Exclusion	$21,907,328	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

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

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$48,736,709	TotalAmt
Program Services	$48,736,709	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$2,441,982	TotalAmt
Program Services	$2,441,982	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

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

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$3,484,225	TotalAmt
Program Services	$1,320,835	ProgramServicesAmt
Management And General	$2,009,779	ManagementAndGeneralAmt
Fundraising	$153,611	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

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

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$49,616,761	TotalAmt
Program Services	$42,526,123	ProgramServicesAmt
Management And General	$5,732,835	ManagementAndGeneralAmt
Fundraising	$1,357,803	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$5,359,850	TotalAmt
Program Services	$4,591,640	ProgramServicesAmt
Management And General	$618,987	ManagementAndGeneralAmt
Fundraising	$149,223	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$8,399,032	TotalAmt
Program Services	$7,178,670	ProgramServicesAmt
Management And General	$967,738	ManagementAndGeneralAmt
Fundraising	$252,624	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$3,399,108	TotalAmt
Program Services	$2,911,925	ProgramServicesAmt
Management And General	$392,549	ManagementAndGeneralAmt
Fundraising	$94,634	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

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

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$179,726	TotalAmt
Program Services	$28,245	ProgramServicesAmt
Management And General	$151,481	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$102,816	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$102,816	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

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

Fees For Services Prof Fundraising FeesForServicesProfFundraising

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

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,227,426	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$1,227,426	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$12,549,973	TotalAmt
Program Services	$12,386,660	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$163,313	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,995,121	TotalAmt
Program Services	$1,714,242	ProgramServicesAmt
Management And General	$228,976	ManagementAndGeneralAmt
Fundraising	$51,903	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,025,072	TotalAmt
Program Services	$1,772,493	ProgramServicesAmt
Management And General	$219,631	ManagementAndGeneralAmt
Fundraising	$32,948	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,341,457	TotalAmt
Program Services	$1,228,430	ProgramServicesAmt
Management And General	$112,655	ManagementAndGeneralAmt
Fundraising	$372	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$6,000	TotalAmt
Program Services	$6,000	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,573,203	TotalAmt
Program Services	$1,387,300	ProgramServicesAmt
Management And General	$155,229	ManagementAndGeneralAmt
Fundraising	$30,674	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,618,684	TotalAmt
Program Services	$1,453,273	ProgramServicesAmt
Management And General	$124,603	ManagementAndGeneralAmt
Fundraising	$40,808	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

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

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$985,743	TotalAmt
Program Services	$682,751	ProgramServicesAmt
Management And General	$266,730	ManagementAndGeneralAmt
Fundraising	$36,262	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$2,416,894	TotalAmt
Program Services	$2,330,473	ProgramServicesAmt
Management And General	$86,421	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$6,483,505	TotalAmt
Program Services	$5,903,307	ProgramServicesAmt
Management And General	$580,198	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,381,961	TotalAmt
Program Services	$786,728	ProgramServicesAmt
Management And General	$595,233	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Food	$5,472,458	$4,998,596	$423,314	$50,548
Equipment Rental/Maintenance	$350,588	$308,089	$26,733	$15,766
Utilities	$3,019,615	$2,976,439	$43,176	$0
Renewals and Replacements	$1,474,394	$1,258,295	$212,574	$3,525

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,108,887	TotalAmt
Program Services	$7,104,400	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$4,487	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$172,751,190	TotalAmt
Program Services	$156,033,605	ProgramServicesAmt
Management And General	$14,279,084	ManagementAndGeneralAmt
Fundraising	$2,438,501	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$7,111,637	BOYAmt
EOY	$8,236,552	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$73,332,946	BOYAmt
EOY	$66,116,693	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$28,973,643	BOYAmt
EOY	$31,834,504	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,180,778	BOYAmt
EOY	$4,160,362	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	$227,558	BOYAmt
EOY	$266,004	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$517,952	BOYAmt
EOY	$560,418	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,262,800	BOYAmt
EOY	$2,740,777	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$333,805,851	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$122,909,143	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$208,612,190	BOYAmt
EOY	$210,896,708	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$130,604,561	BOYAmt
EOY	$174,131,372	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$305,483,534	BOYAmt
EOY	$284,936,247	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$1,740,672	BOYAmt
EOY	$1,818,007	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,438,593	BOYAmt
EOY	$3,253,750	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$24,100,893	BOYAmt
EOY	$25,006,665	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$787,587,757	BOYAmt
EOY	$813,958,059	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$17,424,298	BOYAmt
EOY	$14,954,123	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$792,751	BOYAmt
EOY	$740,547	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$81,106,348	BOYAmt
EOY	$80,579,259	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$1,558,314	BOYAmt
EOY	$1,508,554	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$7,503,956	BOYAmt
EOY	$6,753,301	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$108,385,667	BOYAmt
EOY	$104,535,784	EOYAmt

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

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$270,913,335	BOYAmt
EOY	$278,077,891	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$408,288,755	BOYAmt
EOY	$431,344,384	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$679,202,090	BOYAmt
EOY	$709,422,275	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$787,587,757	BOYAmt
EOY	$813,958,059	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$2,530,208	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$26,504,514	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$1,185,463	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

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

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

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

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

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Preservation Public Use	Yes (X)	PreservationPublicUseInd
Protection Natural Habitat	Yes (X)	ProtectionNaturalHabitatInd
Total Easements	2	TotalEasementsCnt
Total Acreage	3208	TotalAcreageCnt
Historic Structure Easements	0	HistoricStructureEasementsCnt
Historic Strctr Easements Aftr	0	HistoricStrctrEasementsAftrCnt
Modified Easements	0	ModifiedEasementsCnt
States Easements Held	1	StatesEasementsHeldCnt
Written Policy Monitoring	Yes (1)	WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement	450	StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement	$11,000	ExpensesIncurredEnforcementAmt
Section170h Rqr Stsfd	Yes (1)	Section170hRqrStsfdInd

Held Works Art HeldWorksArtGrp

Field	Value	IRS element (for citing)
Revenues Included	$0	RevenuesIncludedAmt
Assets Included	$0	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$439,971,156	BeginningYearBalanceAmt
Contributions	$8,760,194	ContributionsAmt
Investment Earnings Or Losses	$42,211,815	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$12,948,046	GrantsOrScholarshipsAmt
Other Expenditures	$15,199,878	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$462,795,241	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$519,143,301	BeginningYearBalanceAmt
Contributions	$9,074,463	ContributionsAmt
Investment Earnings Or Losses	-$63,071,918	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$11,580,357	GrantsOrScholarshipsAmt
Other Expenditures	$13,594,333	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$439,971,156	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$419,515,040	BeginningYearBalanceAmt
Contributions	$3,903,120	ContributionsAmt
Investment Earnings Or Losses	$119,630,531	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$10,996,479	GrantsOrScholarshipsAmt
Other Expenditures	$12,908,911	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$519,143,301	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$408,769,263	BeginningYearBalanceAmt
Contributions	$11,824,002	ContributionsAmt
Investment Earnings Or Losses	$20,972,060	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$10,143,131	GrantsOrScholarshipsAmt
Other Expenditures	$11,907,154	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$419,515,040	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$410,985,859	BeginningYearBalanceAmt
Contributions	$4,926,176	ContributionsAmt
Investment Earnings Or Losses	$13,593,015	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$9,538,462	GrantsOrScholarshipsAmt
Other Expenditures	$11,197,325	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$408,769,263	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.22	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.43	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.35	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$19,665,555	OtherCostOrOtherBasisAmt
Book Value	$19,665,555	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$196,779	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$262,407,394	OtherCostOrOtherBasisAmt
Depreciation	$89,269,464	DepreciationAmt
Book Value	$173,334,709	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$0	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$0	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$40,680,418	OtherCostOrOtherBasisAmt
Depreciation	$33,639,679	DepreciationAmt
Book Value	$7,040,739	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$10,855,705	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$10,855,705	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$210,896,708	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Global Equities	$123,285,695	F
Hedge Funds	$27,473,062	F
Private Equity	$134,177,490	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$284,936,247	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
Refundable government advances	$833,522
Postretirement benefit liability	$2,761,610
Asset retirement obligation	$3,158,169

Field	Value	IRS element (for citing)
Total Liability	$6,753,301	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$150,565,258	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$26,849,676	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants	$0	RecoveriesPriorYearGrantsAmt
Other Revenue	-$50,165,809	OtherRevenueAmt
Revenue Not Reported	-$23,316,133	RevenueNotReportedAmt
Revenue Subtotal	$173,881,391	RevenueSubtotalAmt
Investment Expenses Not Incld	$1,227,426	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$172,581	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$1,400,007	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$175,281,398	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$120,345,073	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$0	DonatedServicesUseFcltsAmt
Prior Year Adjustments	$0	PriorYearAdjustmentsAmt
Losses Reported	$0	LossesReportedAmt
Other Expenses Included	$0	OtherExpensesIncludedAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$120,345,073	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$1,227,426	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$51,178,691	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$52,406,117	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$172,751,190	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part II, Line 5	THE LAND TRUST MONITORS EACH PROPERTY AT LEAST ANNUALLY TO ENSURE THAT THE TERMS OF THE EASEMENT ARE BEING MET.
Schedule D, Part II, Line 9	CONSERVATION EASEMENT(S) ARE NOT REFLECTED IN THE BALANCE SHEET; INCIDENTAL EXPENSES REFERENCED IN SCHEDULE D PART II, LINE 7 FLOW THROUGH ON THE STATEMENT OF ACTIVITIES.
Schedule D, Part III, Line 1	Collections - The University collects works of art, historical treasures, and similar assets, which reflect the history of the institution and/or support its educational purpose. The collections are maintained for public exhibition, education, and research in furtherance of public service rather than for financial gain. Collections are protected, kept unencumbered, cared for, and preserved. As a matter of policy, the proceeds of items in collections that are sold are used to acquire other items for collections. The University does not include either the cost or the value of its collections on the statements of financial position, nor does it recognize gifts of collection items as revenues in the statements of activities. The proceeds from items disposed of are reported as increases in the appropriate class of net assets in the statements of activities. Contributed works of art, historical treasures, and similar assets that are not added to collections are reported as assets held for sale on the statements of financial position at their fair values at the date of the gift.
Schedule D, Part III, Line 4	THE UNIVERSITY COLLECTS WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS WHICH REFLECT THE HISTORY OF THE INSTITUTION AND/OR SUPPORT ITS EDUCATIONAL PURPOSE. THE COLLECTIONS ARE MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION AND RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FOR FINANCIAL GAIN. COLLECTIONS ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED. AS A MATTER OF POLICY, THE PROCEEDS OF ITEMS IN COLLECTIONS THAT ARE SOLD ARE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS.
Schedule D, Part V, Line 4	ENDOWMENT FUNDS ARE HELD IN PERPETUITY AND THE EARNINGS ARE USED FOR PURPOSES DESIGNATED BY DONORS IN GIFT AGREEMENTS. THESE PURPOSES INCLUDE, BUT ARE NOT LIMITED TO: STUDENT FINANCIAL AID, INTERNSHIPS, FACULTY SUPPORT, FACILITIES, MAINTENANCE, AND OPERATIONS. BOARD-DESIGNATED ENDOWMENT FUNDS ARE UNRESTRICTED FUNDS EARMARKED BY THE BOARD TO BE TREATED AS AN ENDOWMENT. EARNINGS ARE AVAILABLE FOR GENERAL OPERATIONS OR CERTAIN SPECIFIC PURPOSES. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURES.
Schedule D, Part X, Line 2	THE UNIVERSITY ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A MORE LIKELY THAN NOT THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A CUMULATIVE PROBABILITY ASSESSMENT THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. TAX POSITIONS FOR THE UNIVERSITY INCLUDE, BUT ARE NOT LIMITED TO, THE TAX EXEMPT STATUS AND DETERMINATION OF WHETHER INCOME IS SUBJECT TO UNRELATED BUSINESS INCOME TAX; HOWEVER, THE UNIVERSITY HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION.
Schedule D, Part XI, Line 2d	SCHOLARSHIP ALLOWANCE -$51,178,691 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT $1,012,882
Schedule D, Part XI, Line 4b	BOND INTEREST INCOME $172,581.
Schedule D, Part XII, Line 4b	Scholarships $51,178,691

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (1)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (1)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule E, Part I, Line 3	THE UNIVERSITY DRAWS A LARGE PERCENTAGE OF ITS STUDENTS FROM A LARGE GEOGRAPHIC SECTION. THE UNIVERSITY FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AND INCLUDES APPROPRIATE STATEMENTS IN ITS RECRUITING, ADMISSIONS, AND SCHOLARSHIP BROCHURES AND CATALOGUES.
Schedule E, Part I, Line 6	FUNDS FOR FINANCIAL AID TO STUDENTS ARE RECEIVED FROM THE U.S. DEPARTMENT OF EDUCATION FOR COLLEGE WORK STUDY, SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS, AND PELL GRANTS. FEDERAL DIRECT LOAN PROCEEDS ARE RECEIVED FROM THE U.S. DEPARTMENT OF EDUCATION AND CREDITED TO STUDENTS' ACCOUNTS RECEIVABLE.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	0	Investments	INVESTMENTS IN CAYMAN ISLANDS	$134,245,677
Europe (including Iceland and Greenland)	2	Program Services	Study Abroad	$324,915
Russia and the newly independent States	0	Program Services	Study Abroad	$71,141
Central America and the Caribbean	0	Grantmaking		$82,274
East Asia and the Pacific	0	Grantmaking		$183,803
Europe (including Iceland and Greenland)	0	Grantmaking		$526,438
Middle East and North Africa	0	Grantmaking		$441,856
North America (including Canada and Mexico, but not the United States)	0	Grantmaking		$37,126
Russia and the newly independent States	0	Grantmaking		$52,146
South America	0	Grantmaking		$78,219
South Asia	0	Grantmaking		$852,130
Sub-Saharan Africa	0	Grantmaking		$187,990

Field	Value	IRS element (for citing)
Total Office	0	TotalOfficeCnt
Total Employee	2	TotalEmployeeCnt
Total Spent	$137,083,715	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Non Cash AssistanceNonCashAssistanceAmt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt
Scholarships	Central America and the Caribbean	2	$82,274	Scholarship Credited to Student Account
Scholarships	East Asia and the Pacific	9	$183,803	Scholarship Credited to Student Account
Scholarships	Europe (including Iceland and Greenland)	12	$526,438	Scholarship Credited to Student Account
Scholarships	Middle East and North Africa	12	$441,856	Scholarship Credited to Student Account
Scholarships	North America (including Canada and Mexico, but not the United States)	3	$37,126	Scholarship Credited to Student Account
Scholarships	Russia and the newly independent States	1	$52,146	Scholarship Credited to Student Account
Scholarships	South America	2	$78,219	Scholarship Credited to Student Account
Scholarships	South Asia	22	$852,130	Scholarship Credited to Student Account
Scholarships	Sub-Saharan Africa	8	$187,990	Scholarship Credited to Student Account

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule F, Part I, Line 2	FormAndLineReferenceDesc
Explanation	SCHOLARSHIP AWARDS ARE CREDITED TO THE STUDENTS' ACCOUNTS RECEIVABLE AT THE UNIVERSITY OF THE SOUTH. CREDIT IS APPLIED DIRECTLY AGAINST TUITION AND FEES CHARGED TO THE STUDENT FOR SUMMER ABROAD PROGRAMS AND ONE SEMESTER ABROAD PROGRAM.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIPS AWARDED TO STUDENTS ENROLLED AT THE UNIVERSITY OF THE SOUTH	GrantTypeTxt
Recipient	1698	RecipientCnt
Non Cash Assistance	$48,736,709	NonCashAssistanceAmt
Valuation Method Used	STUDENT'S ACCOUNT IS CREDITED BY THE VALUE OF THE SCHOLARSHIP AWARD	ValuationMethodUsedDesc

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2	FormAndLineReferenceDesc
Explanation	SCHOLARSHIP AWARDS ARE CREDITED TO THE STUDENTS' ACCOUNTS RECEIVABLE AT THE UNIVERSITY OF THE SOUTH. CREDIT IS APPLIED DIRECTLY AGAINST TUITION AND FEES CHARGED TO THE STUDENT FOR SUMMER ABROAD PROGRAMS AND ONE SEMESTER ABROAD PROGRAM.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 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
Nancy Berner
Former Acting Vice Chancellor/Provost	$460,562	$0	$0	$0	$20,500	$0	$84,819	$0	$51,383	$0	$617,264	$0	$0	$0
Reuben Brigety
Former Vice Chancellor/President	$280,500	$0	$0	$0	$0	$0	$0	$0	$1,627	$0	$282,127	$0	$0	$0
Deborah Vaughn
VP University Relations	$261,024	$0	$0	$0	$0	$0	$47,026	$0	$31,562	$0	$339,612	$0	$0	$0
Scott Wilson
Acting Provost	$260,243	$0	$0	$0	$0	$0	$48,591	$0	$32,797	$0	$341,631	$0	$0	$0
Earl Williams
Treasurer	$245,478	$0	$0	$0	$0	$0	$46,962	$0	$11,524	$0	$303,964	$0	$0	$0
Terry Papillon
Former Dean of the College	$224,665	$0	$0	$0	$0	$0	$42,034	$0	$32,565	$0	$299,264	$0	$0	$0
Marquitte Starkey
General Counsel	$206,768	$0	$0	$0	$0	$0	$38,688	$0	$11,152	$0	$256,608	$0	$0	$0
Alan Ramirez
Dean of Admissions	$187,578	$0	$0	$0	$0	$0	$35,101	$0	$20,394	$0	$243,073	$0	$0	$0
Jim Teurrell
Dean School of Theology	$175,862	$0	$0	$0	$0	$0	$8,721	$0	$10,512	$0	$195,095	$0	$0	$0
Erica Howard
Former Dean of Students	$172,428	$0	$0	$0	$0	$0	$32,269	$0	$10,966	$0	$215,663	$0	$0	$0
Betsy Sandlin
Interim Dean of the College	$135,089	$0	$0	$0	$0	$0	$23,928	$0	$32,938	$0	$191,955	$0	$0	$0
Lisa Stephenson
Vice Provost for Student Success	$263,429	$0	$0	$0	$0	$0	$49,279	$0	$11,459	$0	$324,167	$0	$0	$0
Sibby Anderson Thompkins
Vice Provost for DEI	$202,728	$0	$0	$0	$0	$0	$37,933	$0	$31,246	$0	$271,907	$0	$0	$0
David Shipps
VP Econ Dev	$185,000	$0	$0	$0	$0	$0	$35,280	$0	$31,709	$0	$251,989	$0	$0	$0
Alyssa Summers
Assoc Professor	$178,120	$0	$0	$0	$0	$0	$29,105	$0	$2,166	$0	$209,391	$0	$0	$0
William Register
Professor	$174,829	$0	$0	$0	$0	$0	$52,828	$0	$21,553	$0	$249,210	$0	$0	$0
Jay Fisher
Secretary of the Board	$173,457	$0	$0	$0	$0	$0	$30,141	$0	$23,213	$0	$226,811	$0	$0	$0
Robert E Bachman
Board Member	$125,890	$0	$0	$0	$0	$0	$24,399	$0	$33,836	$0	$184,125	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule J, Part I, Line 1a

THE UNIVERSITY PROVIDES HOUSING AND CERTAIN CUSTODIAL SERVICES FOR THE VICE CHANCELLOR AS A CONDITION OF EMPLOYMENT SO THAT THEY CAN PERFORM ESSENTIAL UNIVERSITY BUSINESS AND ACTIVITIES AT THE HOME. THE PORTION OF THE STRUCTURE ALLOCATED TO THE PERSONAL LIVING QUARTERS AND THE RELATED SERVICES FOR SUCH QUARTERS ARE INCLUDED IN HIS NON-TAXABLE BENEFITS REPORTED ON SCHEDULE J PART II, COLUMN (D).

Schedule J, Part I, Line 3

THE CHAIR OF THE BOARD OF REGENTS, IN CONSULTATION WITH THE EXECUTIVE COMMITTEE (WHICH ALSO ACTS AS THE COMPENSATION COMMITTEE) OF THE BOARD, REQUESTS AND RECEIVES COMPENSATION DATA FROM HUMAN RESOURCES WHEN THE BOARD IS CONSIDERING A CHANGE IN COMPENSATION. THE CHAIR INFORMS HR VIA LETTER OR EMAIL OF EACH YEAR'S COMPENSATION EVEN IF THERE IS NO CHANGE IN RATE. WHEN A CHANGE IN PAY CONSIDERED, SALARY SURVEYS PROVIDED BY CUPA AND SALARY INFORMATION FROM COMPARABLE INSTITUTIONS ARE USED. THE EXECUTIVE COMMITTEE SHALL REVIEW COMPENSATION POLICIES AND PRACTICES TO ENSURE THAT COMPENSATION OF THE UNIVERSITY'S OFFICERS AND KEY EMPLOYEES SUPPORTS AND ENHANCES UNIVERSITY'S PURPOSE AND MISSION AND ATTRACTS AND RETAINS KEY EXECUTIVES. EXECUTIVE COMPENSATION SHOULD BE REASONABLE AND COMPETITIVE, REFLECT THE INDIVIDUAL'S EXPERIENCE, SKILLS, EDUCATION AND PERFORMANCE, AND GENERALLY CONSISTENT WITH RELEVANT SURVEY DATA FROM COMPARABLE INSTITUTIONS FOR FUNCTIONALLY COMPARABLE POSITIONS. TOTAL EXECUTIVE COMPENSATION IS DESIGNED TO BE FLEXIBLE IN ORDER TO ATTRACT HIGH CALIBER INDIVIDUALS, REWARD ACCOMPLISHMENTS, AND BALANCE THE NEED TO BE COMPETITIVE WITH AVAILABLE RESOURCES.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
Franklin Co Health and Education Facilities Board
A	521282324	353325ED1	2015-04-01	$6,996,896	Dormitory Constuctions	0	0	0
Franklin Co Health and Education Facilities Board
B	521282324		2016-07-21	$3,000,000	Dorm Renovation	0	0	0
Franklin Co Health and Education Facilities Board
C	521282324		2019-03-28	$22,274,000	New Wellness Commons and renovations	0	0	0
Franklin Co Health and Education Facilities Board
D	521282324		2021-08-11	$31,315,510	Redemption of Prior Bonds	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$696,896	$0	$7,031,896	$0	$0	$0	$0	$91,535	$0	$0	$6,490,361	$0	2016	Yes (1)	Yes (1)	Yes (1)	Yes (1)
B	$1,239,230	$0	$3,000,000	$0	$0	$0	$0	$0	$0	$3,000,000	$0	$0	2017	0	0	Yes (1)	Yes (1)
C	$838,764	$0	$22,865,345	$0	$0	$0	$52,500	$0	$0	$19,945,782	$0	$2,919,563		0	0	0	Yes (1)
D	$0	$0	$31,315,510	$0	$0	$0	$254,098	$0	$0	$0	$31,061,412	$0	2016	Yes (1)	0	Yes (1)	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	0	0	0	0	0	0	0	0	Yes (1)
B	0	0	0	0	0	0	0	0	0	Yes (1)
C	0	0	0	0	0	0	0	0	0	Yes (1)
D	0	0	0	0	0	0	0	0	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Rebate Not Due YetRebateNotDueYetInd	No Rebate DueNoRebateDueInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	0	Yes (1)	Yes (1)
B	0	Yes (1)	Yes (1)
C	Yes (1)	0	Yes (1)
D	Yes (1)	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule K, Part I, Column c-03/28/2019 22,274,000 Franklin Co Health and Education Facilities Board	The total proceeds of issue includes $591,345 in interest earned on the bond proceeds.
Schedule K, Part IV, Line 2c-04/01/2015 6,996,896 Franklin Co Health and Education Facilities Board	Rebate computation performed in 2019. No rebate is due.
Schedule K, Part IV, Line 2c-07/21/2016 3,000,000 Franklin Co Health and Education Facilities Board	Rebate computation performed in 2021. No rebate is due.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

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

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	Franklin Co Health and Education Facilities Board	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	521282324	BondIssuerEIN
Bond Issued	2022-06-03	BondIssuedDt
Issue Price	$19,432,000	IssuePriceAmt
Purpose	Redemption of Prior Bonds	PurposeDesc
Defeased	0	DefeasedInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Pool Financing	0	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Retired	$0	RetiredAmt
Bond Defeased	$0	BondDefeasedAmt
Total Proceeds	$19,432,000	TotalProceedsAmt
In Reserve Fund	$0	InReserveFundAmt
Capitalized Interest	$0	CapitalizedInterestAmt
Refunding Escrow	$0	RefundingEscrowAmt
Issuance Costs From Proceeds	$69,500	IssuanceCostsFromProceedsAmt
Credit Enhancement	$0	CreditEnhancementAmt
Working Capital Expenditures	$0	WorkingCapitalExpendituresAmt
Capital Expenditures	$0	CapitalExpendituresAmt
Other Spent Proceeds	$19,362,500	OtherSpentProceedsAmt
Unspent	$0	UnspentAmt
Substantial Completion	2017	SubstantialCompletionYr
Refunding Tax Exempt Bonds	Yes (1)	RefundingTaxExemptBondsInd
Refunding Taxable Bonds	0	RefundingTaxableBondsInd
Final Allocation Made	Yes (1)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (1)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	0	OwningBondFinancedPropertyInd
Any Lease Arrangements	0	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	0	MgmtContractBondFincdPropInd
Any Research Agreements	0	AnyResearchAgreementsInd
Private Bus Use By Others	0	PrivateBusUseByOthersPct
Private Bus Concerning UBI	0	PrivateBusConcerningUBIPct
Total Private Business Use	0	TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test	0	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	0	ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd	Yes (1)	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	0	Form8038TFiledInd
Rebate Not Due Yet	Yes (1)	RebateNotDueYetInd
Exception To Rebate	0	ExceptionToRebateInd
No Rebate Due	0	NoRebateDueInd
Variable Rate Issue	0	VariableRateIssueInd
Hedge Identified In Bks And Rec	0	HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC	0	GrossProceedsInvestedInGICInd
Gross Proceeds Invested	0	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (1)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (1)	ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)

Relationship With OrgRelationshipWithOrgTxt	Cash GrantCashGrantAmt	Type Of AssistanceTypeOfAssistanceTxt	Assistance PurposeAssistancePurposeTxt
Various
Board and Others	$93,958	Need Based	Room, Board, Tuition Assistance
Various
Board and Others	$66,585	Merit Based	Room, Board, Tuition Assistance

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$0	NoncashContributionsRptF990Amt
Method Of Determining Revenues	No revenue reported	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	91	ContributionCnt
Noncash Contributions Rpt F990	$942,381	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Quoted Price	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	Sewanee Hats	1	$0	No revenue reported
Yes (X)	Audio cables	2	$0	No revenue reported
Yes (X)	Sheet music	1	$0	No revenue reported
Yes (X)	Training kit	1	$0	No revenue reported

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section A, Line 7a	THE DIOCESES ELECT OR APPOINT LAY TRUSTEES.
Form 990, Part VI, Section A, Line 7b	THE BOARD OF TRUSTEES HAS DESIGNATED THE BOARD OF REGENTS AS THE EXECUTIVE BODY OF THE UNIVERSITY. THE BOARD OF REGENTS IS VESTED WITH ALL POWERS AND AUTHORITY GRANTED IN THE COMMITTEE) OF THE BOARD, REQUESTS AND RECEIVES
Form 990, Part VI, Section B, Line 11b	THE AUDIT COMMITTEE OF THE BOARD OF REGENTS REVIEWS THE 990 IN DETAIL BEFORE SUBMISSION. THE BOARD OF REGENTS IS PROVIDED A COPY AT THE FIRST MEETING FOLLOWING SUBMISSION.
Form 990, Part VI, Section B, Line 12c	IN ACCORDANCE WITH THE UNIVERSITY'S CONFLICT OF INTEREST POLICY, THE POLICY AND CONFLICT DISCLOSURE FORMS SHALL BE CIRCULATED ANNUALLY BY MEMBERS OF THE EXECUTIVE OFFICE'S STAFF TO TRUSTEES, REGENTS, OFFICERS, AND OTHERS DESIGNATED BY THE VICE CHANCELLOR. THE COMPLETED DISCLOSURE FORMS SHALL BE REVIEWED BY LEGAL COUNSEL OR HER/HIS DESIGNEE FOR THE PURPOSES OF MONITORING COMPLIANCE WITH THE POLICY AND DETERMINING WHAT ACTION, IF ANY, IS NEEDED REGARDING DISCLOSURE CONFLICTS.
Form 990, Part VI, Section B, Line 15	THE CHAIR OF THE BOARD OF REGENTS, IN CONSULTATION WITH THE EXECUTIVE COMMITTEE (WHICH ALSO ACTS AS THE COMPENSATION COMMITTEE) OF THE BOARD, REQUESTS AND RECEIVES COMPENSATION DATA FROM HUMAN RESOURCES WHEN THE BOARD IS CONSIDERING A CHANGE IN COMPENSATION. THE CHAIR INFORMS HR VIA LETTER OR EMAIL OF EACH YEAR'S COMPENSATION EVEN IF THERE IS NO CHANGE IN RATE. WHEN A CHANGE IN PAY IS CONSIDERED, SALARY SURVEYS PROVIDED BY CUPA AND SALARY INFORMATION FROM COMPARABLE INSTITUTIONS ARE USED. THE EXECUTIVE COMMITTEE SHALL REVIEW COMPENSATION POLICIES AND PRACTICES TO ENSURE THAT COMPENSATION OF THE UNIVERSITY'S OFFICERS AND KEY EMPLOYEES SUPPORTS AND ENHANCES UNIVERSITY'S PURPOSE AND MISSION AND ATTRACTS AND RETAINS KEY EXECUTIVES. EXECUTIVE COMPENSATION SHOULD BE REASONABLE AND COMPETITIVE, REFLECT THE INDIVIDUAL'S EXPERIENCE, SKILLS, EDUCATION AND PERFORMANCE, AND GENERALLY CONSISTENT WITH RELEVANT SURVEY DATA FROM COMPARABLE INSTITUTIONS FOR FUNCTIONALLY COMPARABLE POSITIONS. TOTAL EXECUTIVE COMPENSATION IS DESIGNED TO BE FLEXIBLE IN ORDER TO ATTRACT HIGH CALIBER INDIVIDUALS, REWARD ACCOMPLISHMENTS, AND BALANCE THE NEED TO BE COMPETITIVE WITH AVAILABLE RESOURCES.
Form 990, Part VI, Section C, Line 19	GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. GOVERNING DOCUMENTS ARE ALSO AVAILABLE AT: HTTP://ABOUT.SEWANEE.EDU/TRUSTEES/DOCUMENTS.
Form 990, Part XI, Line 9	CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS AND INTEREST INCOME FROM BOND PROCEEDS.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	Sewanee Village Ventures Inc	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	735 University Ave	AddressLine1Txt
City	Sewanee	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37383	ZIPCd

Field	Value	IRS element (for citing)
EIN	881229297	EIN
Primary Activities	Help create new businesses, civic spaces, and housing	PrimaryActivitiesTxt
Legal Domicile State	TN	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	The University of the South	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Entity Type	C	EntityTypeTxt
Share Of Total Income	$0	ShareOfTotalIncomeAmt
Share Of EOY Assets	$2,035,932	ShareOfEOYAssetsAmt
Ownership	1	OwnershipPct
Controlled Organization	Yes (1)	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	Yes (1)	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Sewanee Village Ventures Inc
b	$1,998,032	Capital contribution for property purchases and construction.
Sewanee Village Ventures Inc
g	$111,031	Sale of property for construction of apartments.
Sewanee Village Ventures Inc
g	$314,349	Sale of business property location.

Reasonable Cause Explanation ReasonableCauseExplanation

Field	Value	IRS element (for citing)
Explanation	Extension filed.	ExplanationTxt