2021-05-14T17:56:16-05:00 2020-06-30 KPMG LLP 8350 Broad Street Suite 900 McLean VA 22102 990 2019-07-01 516000297 University of Delaware % LISA MARRA KELLY - CONTROLLE UNIV 3028312688 220 Hullihen Hall Newark DE 19716 GREGORY S OLER VP FINANCE 3028318913 2021-05-14 true RAYMOND LY P01205643 7032868000 2021-05-12 2019 2022-09-23 18:48:47Z DIONISSIOS ASSANIS 104A Hullihen Hall Newark DE 19716 2789396686 false X www.udel.edu X 1833 DE Instruction, Research, and Public Services are the most significant activities of the University. 31 29 14889 29 -246503 0 190418811 169022967 1024514053 1000432671 108558208 87772798 72361840 55363082 1395852912 1312591518 191563288 200943966 0 0 678074517 714999080 0 0 18586048 471772880 415726918 1341410685 1331669964 54442227 -19078446 4042249412 4006103766 1469924632 1562928044 2572324780 2443175722 X SEE SCHEDULE O false false 518515358 650051859 Instruction and departmental research are provided to over 23,000 students including approximately 21,200 full time and 2,400 part-time students at 4 campuses throughout the state of Delaware. 175103900 214146508 Sponsored Research is advancing leading-edge research that solves mysteries, tackles problems, and invents new technologies - all aimed at enhancing our quality of life. 93783612 94097156 Auxiliary Services manages many of the University of Delaware's support units providing a wide range of products and services for students, faculty, and staff including the University's residence halls, bookstore, conference services, dining services, green reservations (areas outside of residence halls and campus buildings), residence hall laundry, University parking, bus service, and printing. 87417613 Academic Support 52534630 Extension and Public Service 44525722 42137148 Student Services 225773261 200943966 Student Aid 410251226 200943966 42137148 1197654096 true true false true false true false true true true true true false false true true false true true false true true true false true true false true true true true false false false false false false true false true false true true false false true true true true false false true 1764 0 true 14889 true true true false false false false true true false false false false true false X 31 29 true false false false false true false true true false false true true true true true true true true true true AK AZ CA CO GA HI ID IL KY MD MA MI NH OH OK OR SC WA X X LISA MARRA KELLY - CONTROLLE 3028312175 220 Hullihen Hall Newark DE 19716 X DIONISSIOS ASSANIS President 55.0 0.0 X X 1165313 0 50811 KEITH WALTER CHIEF INVESTMENT OFFICER 55.0 0.0 X 921317 0 54908 JAMES DICKER JR VP UNIVERSITY DEVELOPMENT 55.0 0.0 X 584451 0 55397 Robin Morgan Provost 55.0 0.0 X 585950 0 53417 BRUCE WEBER Dean 55.0 0.0 X 527253 0 70097 Daniel Rocco Head Football Coach 55.0 0.0 X 544531 0 43667 LAURE ERGIN GENERAL COUNSEL 55.0 0.0 X 470541 0 54087 John Long Executive Vice President 55.0 0.0 X 478688 0 45377 CHRISTINE RAWAK ATHLETIC DIRECTOR 55.0 0.0 X 462487 0 55397 CHARLES RIORDAN VP RESEARCH 55.0 0.0 X 436346 0 55472 Martin Ingelsby Head Basketball Coach 55.0 0.0 X 430319 0 55344 Daniel Rich Professor 55.0 0.0 X 421448 0 61601 Stanley Sandler Professor 55.0 0.0 X 424605 0 45902 Donald Sparks Professor 55.0 0.0 X 416046 0 49122 Levi Thompson Dean 55.0 0.0 X 403723 0 58047 MARY REMMLER VP STRATEGIC PLANNING 55.0 0.0 X 390820 0 68479 SHARON PITT VP & CHIEF INFORMATION OFFICER 55.0 0.0 X 391980 0 60772 KATHLEEN MATT Dean 55.0 0.0 X 387009 0 56649 Glenn Carter VP COMMUNICATIONS 55.0 0.0 X 392577 0 32986 BABATUNDE OGUNNAIKE Former Dean/ Professor 55.0 0.0 X 366098 0 56315 GREGORY OLER VP FINANCE 55.0 0.0 X 358129 0 57897 PETER KRAWCHYK VP FACILITIES 55.0 0.0 X 363079 0 52473 JOSE-LUIS RIERA VP STUDENT LIFE 55.0 0.0 X 325750 0 57018 JOHN PELESKO Dean 55.0 0.0 X 337049 0 45717 Lynn Okagaki FORMER DEAN/ Dep Provost 55.0 0.0 X 333778 0 40356 Gary Henry Dean 55.0 0.0 X 347894 0 19449 ESTELLA ATEKWANA Dean 55.0 0.0 X 320058 0 47217 Jeffrey Garland UNIVERSITY SECRETARY 55.0 0.0 X 308212 0 49442 WAYNE GUTHRIE VICE PRESIDENT HUMAN RESOURCES 55.0 0.0 X 316570 0 40223 GEORGE WATSON Former Dean/ Professor 55.0 0.0 X 311615 0 43973 Beth Brand UNIVERSITY SECRETARY 55.0 0.0 X 301356 0 45660 MARK RIEGER Dean 55.0 0.0 X 292731 0 52223 CAROL VUKELICH Dean 55.0 0.0 X 296543 0 41956 MOHSEN BADIEY FORMER INTERIM DEAN/ Professor 55.0 0.0 X 261023 0 53387 Debra Hess Norris Trustee, Professor 55.0 0.0 X 268198 0 38727 JASON CASH FORMER INTERIM VP IT/ Deputy C 55.0 0.0 X 195068 0 44966 ALAN BRANGMAN until 3102019 Former EVP 55.0 0.0 X 207920 0 13213 JOHN BRENNAN FORMER VP COMMUNICATIONS 55.0 0.0 X 177959 0 28463 CHRISTOPHER LUCIER until 52019 Former VP ENROLL MGT 55.0 0.0 X 164249 0 14022 FRANKLIN NEWTON FORMER CHIEF OF STAFF/ Exec Di 55.0 0.0 X 121657 0 54390 Rodney Morrison VP Enrollment Management 55.0 0.0 X 135837 0 17639 John R Cochran Board Chair 8.0 0.0 X 0 0 0 Terri L Kelly Board Vice Chair 6.0 0.0 X 0 0 0 Terence M Murphy Board Vice Chair 6.0 0.0 X 0 0 0 Irwin G Burton III Board, Secretary/Treasurer 6.0 0.0 X 0 0 0 Carol A Ammon Trustee 2.0 0.0 X 0 0 0 Christopher W Baker Trustee 2.0 0.0 X 0 0 0 James C Borel Trustee 2.0 0.0 X 0 0 0 Allison Burris Castellanos Trustee 2.0 0.0 X 0 0 0 Joan F Coker Trustee 2.0 0.0 X 0 0 0 Claire DeMatteis Trustee 2.0 0.0 X 0 0 0 William J DiMondi Trustee 2.0 0.0 X 0 0 0 Donna M Fontana Trustee 2.0 0.0 X 0 0 0 Chaitanya Gadde Trustee 2.0 0.0 X 0 0 0 Michael S Geltzeiler Trustee 2.0 0.0 X 0 0 0 Kathleen V Hawkins Trustee 2.0 0.0 X 0 0 0 William M Lafferty Trustee 2.0 0.0 X 0 0 0 Nisha Lodhavia Trustee 2.0 0.0 X 0 0 0 Guy F Marcozzi Trustee 2.0 0.0 X 0 0 0 John W Paradee Trustee 2.0 0.0 X 0 0 0 Claudia Pena Porretti Trustee 2.0 0.0 X 0 0 0 Donald J Puglisi Trustee 2.0 0.0 X 0 0 0 Robert F Rider Jr Trustee 2.0 0.0 X 0 0 0 Edmond J Sannini Trustee 2.0 0.0 X 0 0 0 David W Spartin Trustee 2.0 0.0 X 0 0 0 Sean X Wang Trustee 2.0 0.0 X 0 0 0 Kenneth C Whitney Trustee 2.0 0.0 X 0 0 0 John Carney Trustee 2.0 0.0 X 0 0 0 Michael K Lynch Trustee 2.0 0.0 X 0 0 0 Whitney Townsend Sweeney Trustee 2.0 0.0 X 0 0 0 11919287 0 1337308 1296 true true false Whiting Turner Contracting Company 132 Continental Drive Suite 404 Newark DE 19713 Construction 81649778 Aramark Aramark Tower Philadelphia PA 19107 Food Services 37796195 BARTON MALOW-EDIS II A JV 300 WEST PRATT STREET SUITE 310 BALTIMORE MD 21201 Construction 17181556 BANCROFT CONSTRUCTION 1300 N GRANT AVE SUITE 101 WILMINGTON DE 19806 CONSTRUCTION 11091287 GBUILD CONSTRUCTION MANAGERS 180 GORDON DR EXTON PA 19341 CONSTRUCTION 3517602 489 22088 10013390 127620769 31366720 4514799 169022967 Tuition and Fees 611310 650051859 650051859 Research Contracts/Other Exchanges 541715 214146508 214146508 Room, Board and Other Auxiliary Services 900004 94097156 91111461 2985695 Other Program Revenue Sources 900004 42137148 42010230 126918 1000432671 27449967 -3872885 31322852 0 778297 778297 0 0 0 1533999525 3099257 1476775951 57223574 3099257 60322831 980297 59342534 0 22088 2511 -2511 -2511 38700 26706 11994 11994 0 0 0 Intra University Revenue 900099 58612181 58612181 INCOME/(LOSS) FROM AFFILIATE 721110 -2071547 -1605019 -466528 Loss on Extinguishment of Debt 900099 -1965332 -1965332 54575302 1312591518 1052361888 -246503 91453166 14571886 14571886 162551280 162551280 23820800 23820800 0 14138949 3888807 9480958 769184 2162759 1659425 503334 511797588 461715508 40057530 10024550 56312287 50801834 4407467 1102986 98208188 88598002 7686588 1923598 32379309 29210823 2534274 634212 0 2971686 475888 2495798 409000 409000 0 0 5530527 5530527 76746312 68579180 7156576 1010556 3168538 2775265 245243 148030 49907542 47046824 1160386 1700332 29904130 9235724 20251780 416626 161467 150416 11051 99510168 95345745 3709833 454590 24918312 23555939 1036199 326174 0 2373597 2109963 231114 32520 22207573 22180615 26958 0 81352171 75848148 5504023 2799554 1411931 1387245 378 Other Expenses 7190169 5543921 1603936 42312 BAD DEBT 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RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false true false false true 231596 false true 45000 276596 false SCHEDULE C, PART II-B, LINE 1B UNIVERSITY PERSONNEL MET WITH MEMBERS OF CONGRESS AND THEIR STAFF IN WASHINGTON DC TO DISCUSS RESEARCH PROJECTS AND OTHER MATTERS AFFECTING HIGHER EDUCATION. UNIVERSITY PERSONNEL MET AND DISCUSSED WITH STATE REPRESENTATIVES CONCERNING APPROPRIATIONS AND OTHER MATTERS AFFECTING HIGHER EDUCATION. SCHEDULE C, PART II-B, LINE 1G A PORTION OF THE UNIVERSITY'S DIRECTOR OF STATE GOVERNMENTAL RELATIONS (25%), THE GOVERNMENT RELATIONS ASSISTANT (25%) AND THE UNIVERSITY'S DIRECTOR OF FEDERAL GOVERNMENTAL RELATIONS TIME (45%) IS ASSOCIATED WITH LOBBYING ACTIVITIES. SCHEDULE C, PART II-B, LINE 1I THE UNIVERSITY IS A MEMBER OF SEVERAL TRADE ASSOCIATIONS RELATED TO HIGHER EDUCATION. A PORTION OF THE MEMBERSHIP DUES IS REPORTED BY THE ASSOCIATIONS AS BEING RELATED TO LOBBYING ACTIVITIES. 1 207 32792 true true 528590 9156483 X X X X false true 3507236 150606866 153103814 1010288 false 1387414579 15040000 28584422 8225663 44607916 1851422 1376354000 1336129985 17202000 87957623 7992998 44239408 1642623 1387414579 1289925621 13216000 88938543 7687856 46635047 1627276 1336129985 1192718242 6753000 142392590 7569621 42878000 1490590 1289925621 1274691888 9696000 -43066164 7372646 39842000 1388836 1192718242 0.26150 0.27100 0.46750 false false 58375321 58375321 2030057353 698035982 1332021371 103029063 15562013 87467050 338248999 224851152 113397847 551851638 305532023 246319615 1837581204 LIMITED PARTNERSHIPS 933589970 F FUNDS HELD IN TRUST 76835872 F MORTGAGES 540159 F OTHER 2948779 1013914780 0 POST RETIREMENT OBLIGATION 569656933 INTEREST RATE SWAP 38044255 ASSET RETIREMENT OBLIGATION 15828907 ENDOWMENT LIABILITY 13516126 STUDENT LOAN PAYABLE 10336948 ENVIRONMENTAL LIABILITY 5802325 ANNUITY & LIFE INCOME FUNDS 5166004 OTHER LIABILITIES 2244500 660595998 X 942203241 -35261424 2396533 -32864891 975068132 5530527 331992859 337523386 1312591518 1071352297 1071352297 5530527 254787140 260317667 1331669964 SCHEDULE D, PART III, LINE 4 THE UNIVERSITY MUSEUMS SEEK TO ENHANCE THE EDUCATIONAL AND SCHOLARLY MISSION OF THE UNIVERSITY OF DELAWARE THROUGH THE EXHIBITION, ONLINE PRESENTATION, STUDY, PRESERVATION, AND GROWTH OF ITS UNIQUE COLLECTIONS IN 20TH AND 21ST CENTURY AMERICAN ART (WITH PARTICULAR STRENGTHS IN THE BRANDYWINE SCHOOL, AFRICAN AMERICAN ART, AND PHOTOGRAPHY), MINERALS, AND PRE-COLUMBIAN CERAMICS. THE UNIVERSITY MUSEUMS ENRICH CULTURAL LIFE BEYOND THE CAMPUS THROUGH PRESENTATION OF THE WORK OF RECOGNIZED ARTISTS AND THROUGH OUTREACH PROGRAMS TO SELECTED AUDIENCES, INCLUDING K-12 STUDENTS, EDUCATORS, AND HISTORICALLY BLACK COLLEGES AND UNIVERSITIES. THE UNIVERSITY MUSEUMS ACHIEVE THIS THROUGH PUBLIC EXHIBITIONS OPEN FREE OF CHARGE TO THE UNIVERSITY COMMUNITY AND THE GENERAL PUBLIC; THROUGH MAKING COLLECTIONS ACCESSIBLE TO INDIVIDUAL STUDENTS, CLASSES, AND SCHOLARS; AND THROUGH OFFERING PUBLIC PROGRAMS ON FACETS OF THE COLLECTION FREE OF CHARGE TO THE UNIVERSITY COMMUNITY AND THE GENERAL PUBLIC. SCHEDULE D, PART IV, LINE 1B AGENCY ACCOUNTS $ 3,844,903 EXTERNAL FINANCIAL AID (3,374,310) STUDENT GROUPS 539,695 -------------- $ 1,010,288 THE UNIVERSITY IS REGULARLY REQUESTED TO ACT AS FISCAL AGENT FOR FUNDS THAT BELONG TO A RELATED THIRD PARTY. NORMALLY, A CURRENT OR EXPECTED MUTUAL BENEFIT TO BOTH THE THIRD PARTY AND THE UNIVERSITY BEYOND JUST THE FISCAL AGENT RELATIONSHIP PROMPTS SUCH A REQUEST. SUCH REQUESTS MAY RANGE FROM LARGE ORGANIZATIONS SEEKING AN ON-GOING RELATIONSHIP WITH THE UNIVERSITY TO ONE-TIME REQUESTS FOR A DEPOSITORY FOR FUNDS FOR A DEPARTMENTAL RETIREMENT EVENT. WHEN THIS FISCAL AGENCY REQUEST IS GRANTED, A UNIVERSITY (AGENCY) ACCOUNT IS SET UP IN THE UNIVERSITY ACCOUNTING SYSTEM. AGENCY ACCOUNTS WITH DEPOSITS ON HAND FROM THIRD PARTY ORGANIZATIONS ARE LIABILITIES OF THE UNIVERSITY WHILE SUCH ACCOUNTS IN DEFICIT CONSTITUTE RECEIVABLES DUE TO THE UNIVERSITY. SCHEDULE D, PART V, LINE 4 THE UNIVERSITY'S ENDOWMENT FUND'S PURPOSE IS TO PROVIDE IN PERPETUITY FINANCIAL SUPPORT OF THE UNIVERSITY'S EDUCATIONAL GOALS. THE INTENDED USES OF THE ENDOWMENT FUNDS ARE TO PROVIDE EDUCATIONAL AND GENERAL SUPPORT, SUCH AS SCHOLARSHIPS, PRIZES AND AWARDS, FACILITIES AND EDUCATIONAL PROGRAM SUPPORT, AND GENERAL OPERATIONAL SUPPORT. SCHEDULE D, PART X, LINE 2 THE UNIVERSITY HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C) (3) OF THE U.S. INTERNAL REVENUE CODE, EXCEPT FOR TAXES ON INCOME FROM ACTIVITIES UNRELATED TO ITS EXEMPT PURPOSE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE UNIVERSITY AND HAS CONCLUDED THAT AS OF JUNE 30, 2020 AND 2019, THERE ARE NO UNCERTAIN POSITIONS. THE UNIVERSITY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. SCHEDULE D, PART XI, LINE 2D CHANGE IN NONOPERATING LIABILITIES $ 1,477,089 Insurance proceeds $ 919,444 SCHEDULE D, PART XI, LINE 4B SCHOLARSHIPS $ 192,213,742 INTRA UNIVERSITY REVENUE $ 58,612,181 CHANGE IN POST EMPLOYMENT OBLIGATIONS $ 67,792,099 CHANGE IN SWAP $ 9,691,519 GAIN ON DISPOSAL $ 2,968,378 BOND FEES $ 714,940 SCHEDULE D, PART XII, LINE 4B SCHOLARSHIPS $ 192,213,743 INTRA UNIVERSITY REVENUE $ 58,612,181 GAIN ON DISPOSAL $ 2,968,378 RELATED PARTY EXPENSE $ 277,898 BOND FEES $ 714,940 true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 THE UNIVERSITY OF DELAWARE IS COMMITTED TO ASSURING EQUAL OPPORTUNITY FOR ALL PERSONS AND DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, GENDER, RELIGION, ANCESTRY, NATIONAL ORIGIN, SEXUAL ORIENTATION, VETERAN STATUS, AGE, OR DISABILITY IN ITS EDUCATIONAL PROGRAMS, ACTIVITIES, ADMISSIONS, OR EMPLOYMENT PRACTICES. THIS STATEMENT IS INCLUDED ON A VARIETY OF UNIVERSITY FORMS AND PUBLICATIONS. THE UNIVERSITY'S COMMITMENT TO DIVERSITY IS ALSO REFLECTED ON ITS HOME PAGE WWW.UDEL.EDU AND CAN ALSO BE FOUND AT WWW.UDEL.EDU/DIVERSITY. SCHEDULE E, PART I, LINE 6A THE UNIVERSITY OF DELAWARE PARTICIPATES IN THE FOLLOWING FEDERAL TITLE IV STUDENT FINANCIAL AID PROGRAMS: FEDERAL PELL, FSEOG, FEDERAL WORK STUDY, FEDERAL PERKINS LOAN, FEDERAL STAFFORD LOAN, AND TEACH GRANT. true Central America and the Caribbean Investments 220549043 Europe (Including Iceland and Greenland) Investments 46097992 Central America and the Caribbean Grantmaking Research 48365 Europe (Including Iceland and Greenland) Grantmaking Research 165875 266861275 266861275 Central America and the Caribbean Research 48365 WIRE Europe (Including Iceland and Greenland) Research 165875 WIRE 2 0 Undergraduate Scholarship Central America and the Caribbean 2 74987 Credit to AR Undergraduate Scholarship South America 5 88084 Credit to AR Undergraduate Scholarship North America 6 312887 Credit to AR Undergraduate Scholarship East Asia and the Pacific 39 269126 Credit to AR Undergraduate Scholarship Sub-Saharan Africa 8 375251 Credit to AR Undergraduate Scholarship Europe (Including Iceland and Greenland) 33 1322532 Credit to AR Undergraduate Scholarship South Asia 14 157606 Credit to AR Undergraduate Scholarship Russia and the Newly Independent States 1 10000 Credit to AR Undergraduate Scholarship Middle East and North Africa 11 52386 Credit to AR Graduate Scholarships Central America and the Caribbean 14 326076 Credit to AR Graduate Scholarships East Asia and the Pacific 415 8326356 Credit to AR Graduate Scholarships Europe (Including Iceland and Greenland) 64 1723160 Credit to AR Graduate Scholarships Middle East and North Africa 66 1477393 Credit to AR Graduate Scholarships North America 14 281620 Credit to AR Graduate Scholarships Russia and the Newly Independent States 12 358549 Credit to AR Graduate Scholarships South Asia 212 5285454 Credit to AR Graduate Scholarships South America 45 1000012 CREDIT TO AR Graduate Scholarships Sub-Saharan Africa 54 1399835 CREDIT TO AR Graduate Fellowship Central America and the Caribbean 5 87596 Wire Graduate Fellowship East Asia and the Pacific 81 487466 Wire Graduate Fellowship Europe (Including Iceland and Greenland) 7 51120 Wire Graduate Fellowship Middle East and North Africa 2 8250 Wire Graduate Fellowship North America 2 2319 Wire Graduate Fellowship South Asia 24 68737 Wire Graduate Fellowship South America 2 50372 Wire Graduate Fellowship Sub-Saharan Africa 3 9387 Wire true false true true true false SCHEDULE F, PART I, LINE 1 MONITORING THE USE OF GRANT FUNDS THE UNIVERSITY'S OVERSIGHT AND CONTROLS OVER RESEARCH FUNDS IS FACILITATED BY PROCESSES AND CONTROLS INHERENT IN OUR UNIVERSITY'S ERP SYSTEM. DISBURSEMENT OF FUNDS IS CONTROLLED BY THE RESEARCH OFFICE AND INSTITUTIONAL CRITERIA THAT ARE MONITORED BY THE SYSTEM, THE RESEARCH OFFICE, AND COLLABORATION BETWEEN VARIOUS DEPARTMENTS OF THE UNIVERSITY. 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016000769 115 131674 Research SubAward UNIVERSITY OF MARYLAND 7901 Regents Drive COLLEGE PARK MD 20742 526002033 115 729568 Research SubAward UNIVERSITY OF MARYLAND BALTIMORE 620 W Lexington S BALTIMORE MD 21203 311678679 115 9821 Research SubAward UNIVERSITY OF MASSACHUSETTS 100 VENTURE WAY STE 201 HADLEY MA 01035 046002284 115 282838 Research SubAward UNIVERSITY OF MICHIGAN 500 SOUTH STATE STREET Ann Arbor MI 48109 386006309 115 268960 Research SubAward UNIVERSITY OF MINNESOTA 200 OAK STREET SE MINNEAPOLIS MN 55455 416007513 115 297712 Research SubAward UNIVERSITY OF NEBRASKA LINCOLN 2200 VINE STREET LINCOLN NE 68583 470049123 115 375059 Research SubAward UNIVERSITY OF NEVADA RENO 1664 NORTH VIRGINIA STREET RENO NV 89557 886000024 115 274512 Research SubAward UNIVERSITY OF NORTH CAROLINA WILMINGTON 601 SOUTH COLLEGE ROAD WILMINGTON NC 28403 561258660 115 274617 Research SubAward UNIVERSITY OF PITTSBUGH 500 ROSS ST PITTSBURGH PA 15251 250965591 501(c)(3) 784535 Research SubAward 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905 928756 UNIVERSITY OF DELAWARE COMMITMENT TO DELAWAREANS 281 1705842 UNIVERSITY ENDOWMENT SCHOLARSHIPS 2109 4654817 MERIT SCHOLARSHIPS 437 1103036 UNIVERSITY GIFT SCHOLARSHIPS 251 2910823 OTHER SCHOLARSHIPS AND GRANTS 253 855219 GRADUATE STUDENT SCHOLARSHIPS 1561 35030097 GRADUATE STUDENT FELLOWSHIPS 801 8464029 SCHEDULE I, PART I, LINE 2 MONITORING THE USE OF GRANT FUNDS THE UNIVERSITY'S OVERSIGHT AND CONTROLS OVER GRANT FUNDS IS FACILITATED BY PROCESSES AND CONTROLS INHERENT IN OUR UNIVERSITY'S ERP SYSTEM. DISBURSEMENT OF FUNDS IS CONTROLLED BY DONOR AND INSTITUTIONAL CRITERIA THAT ARE MONITORED BY BOTH THE SYSTEM AND COLLABORATION BETWEEN VARIOUS DEPARTMENTS OF THE UNIVERSITY. A MONTHLY REVIEW OF FUNDING IS PRODUCED TO MONITOR SPENDING AND REPORTS ARE PRODUCED BY DEVELOPMENT TO PROVIDE ADDITIONAL OVERSIGHT OF SCHOLARSHIP RECIPIENTS WHEN PROVIDING REPORTS TO DONORS ON THE STATUS OF THEIR GIFTS. X X X true true X X X X false false false true false false false true false Debra Hess Norris Trustee, Professor 210933 0 0 0 57265 0 18346 0 20381 0 306925 0 DIONISSIOS ASSANIS President 839455 0 262500 0 63358 0 28738 0 22073 0 1216124 0 Robin Morgan Provost 489950 0 96000 0 0 0 28638 0 24779 0 639367 0 John Long Executive Vice President 403688 0 75000 0 0 0 30800 0 14577 0 524065 0 Jeffrey Garland UNIVERSITY SECRETARY 264758 0 43454 0 0 0 29040 0 20402 0 357654 0 Glenn Carter VP COMMUNICATIONS 332677 0 59900 0 0 0 23430 0 9556 0 425563 0 JAMES DICKER JR VP UNIVERSITY DEVELOPMENT 496137 0 73500 0 14814 0 30800 0 24597 0 639848 0 LAURE ERGIN GENERAL COUNSEL 396516 0 74025 0 0 0 26840 0 27247 0 524628 0 PETER KRAWCHYK VP FACILITIES 314746 0 48333 0 0 0 30800 0 21673 0 415552 0 GREGORY OLER VP FINANCE 306259 0 51870 0 0 0 30800 0 27097 0 416026 0 SHARON PITT VP & CHIEF INFORMATION OFFICER 345500 0 46480 0 0 0 29810 0 30962 0 452752 0 MARY REMMLER VP STRATEGIC PLANNING 330920 0 59900 0 0 0 30800 0 37679 0 459299 0 CHARLES RIORDAN VP RESEARCH 371931 0 64415 0 0 0 30800 0 24672 0 491818 0 JOSE-LUIS RIERA VP STUDENT LIFE 283000 0 42750 0 0 0 30346 0 26672 0 382768 0 WAYNE GUTHRIE VICE PRESIDENT HUMAN RESOURCES 283570 0 28000 0 5000 0 30800 0 9423 0 356793 0 Beth Brand UNIVERSITY SECRETARY 292549 0 8807 0 0 0 20263 0 25397 0 347016 0 Rodney Morrison VP Enrollment Management 95837 0 40000 0 0 0 9465 0 8174 0 153476 0 ESTELLA ATEKWANA Dean 297034 0 0 0 23024 0 30800 0 16417 0 367275 0 Gary Henry Dean 134195 0 0 0 213699 0 12986 0 6463 0 367343 0 KATHLEEN MATT Dean 387009 0 0 0 0 0 30800 0 25849 0 443658 0 JOHN PELESKO Dean 337049 0 0 0 0 0 30800 0 14917 0 382766 0 MARK RIEGER Dean 292731 0 0 0 0 0 30800 0 21423 0 344954 0 Levi Thompson Dean 403723 0 0 0 0 0 30800 0 27247 0 461770 0 CAROL VUKELICH Dean 257927 0 0 0 38616 0 21136 0 20820 0 338499 0 BRUCE WEBER Dean 456144 0 71109 0 0 0 30800 0 39297 0 597350 0 CHRISTINE RAWAK ATHLETIC DIRECTOR 377376 0 56250 0 28861 0 30800 0 24597 0 517884 0 KEITH WALTER CHIEF INVESTMENT OFFICER 441317 0 480000 0 0 0 30236 0 24672 0 976225 0 Daniel Rocco Head Football Coach 432791 0 110000 0 1740 0 24244 0 19423 0 588198 0 Martin Ingelsby Head Basketball Coach 398020 0 20000 0 12299 0 30800 0 24544 0 485663 0 Stanley Sandler Professor 141790 0 0 0 282815 0 16063 0 29839 0 470507 0 Daniel Rich Professor 421448 0 0 0 0 0 40178 0 21423 0 483049 0 Donald Sparks Professor 377453 0 0 0 38593 0 38025 0 11097 0 465168 0 ALAN BRANGMAN until 3102019 Former EVP 76873 0 103200 0 27847 0 8342 0 4871 0 221133 0 GEORGE WATSON Former Dean/ Professor 311615 0 0 0 0 0 33879 0 10094 0 355588 0 BABATUNDE OGUNNAIKE Former Dean/ Professor 357271 0 0 0 8827 0 29875 0 26440 0 422413 0 Lynn Okagaki FORMER DEAN/ Dep Provost 323778 0 10000 0 0 0 30800 0 9556 0 374134 0 CHRISTOPHER LUCIER until 52019 Former VP ENROLL MGT 108456 0 50800 0 4993 0 11871 0 2151 0 178271 0 FRANKLIN NEWTON FORMER CHIEF OF STAFF/ Exec Di 92685 0 0 0 28972 0 10300 0 44090 0 176047 0 JOHN BRENNAN FORMER VP COMMUNICATIONS 177959 0 0 0 0 0 18938 0 9525 0 206422 0 JASON CASH FORMER INTERIM VP IT/ Deputy C 195068 0 0 0 0 0 21576 0 23390 0 240034 0 MOHSEN BADIEY FORMER INTERIM DEAN/ Professor 261023 0 0 0 0 0 28790 0 24597 0 314410 0 SCHEDULE J, PART I, LINE 1 HOUSING ALLOWANCE - THE UNIVERSITY'S PRESIDENT IS REQUIRED TO LIVE IN AN ON-CAMPUS RESIDENCE. THE ARRANGEMENT MEETS THE IRC EXCLUSION FROM GROSS INCOME AND IS THEREFORE EXCLUDED FROM COMPENSATION REPORTED ON THE PRESIDENT'S FORM W-2. SCHEDULE J, PART I, LINE 1 HEALTH AND SOCIAL CLUB DUES - 2 HIGHLY COMPENSATED EMPLOYEES WERE PROVIDED BENEFITS TO A SOCIAL CLUB TOTALING $18,444. IT IS THE UNIVERSITY'S POLICY TO TREAT THE ABOVE ITEMS AS TAXABLE COMPENSATION AND REPORT THE APPLICABLE AMOUNTS ON THE INDIVIDUAL'S FORM W-2. SCHEDULE J, PART I, LINE 1 PERSONAL SERVICES - ONE UNIVERSITY OFFICER RECEIVED PERSONAL SERVICES IN THE FORM OF HOUSEKEEPING SERVICES IN THE AMOUNT OF $4,917. IT IS THE UNIVERSITY'S POLICY TO TREAT SUCH PERSONAL SERVICES AS TAXABLE COMPENSATION AND TO REPORT THE APPLICABLE AMOUNTS ON THE OFFICER'S FORM W-2. SCHEDULE J, PART I, LINE 5 THE UNIVERSITY'S CHIEF INVESTMENT OFFICER, A KEY EMPLOYEE, RECEIVED A BONUS PAYMENT OF $480,000, WHICH IS PARTIALLY BASED UPON THE PERFORMANCE OF THE UNIVERSITY'S INVESTMENT PORTFOLIO. THIS TYPE OF COMPENSATION IS SUBJECT TO THE UNIVERSITY'S EXECUTIVE COMPENSATION PROCESS, WHICH ENSURES THAT THE AMOUNT OF TOTAL COMPENSATION IS FAIR AND REASONABLE. SCHEDULE J, PART I, LINE 7 CERTAIN UNIVERSITY OFFICERS RECEIVED BONUS PAYMENTS TOTALING $1,496,293, WHICH ARE BASED UPON ACHIEVING DOCUMENTED GOALS. THIS TYPE OF COMPENSATION IS PURSUANT TO THE UNIVERSITY'S EXECUTIVE COMPENSATION PROCESS, WHICH ENSURES THAT THE AMOUNT OF TOTAL COMPENSATION IS FAIR AND REASONABLE. A University of Delaware (Series 2005) 516000297 91425MAZ0 2005-07-14 49945000 SEE PART VI false false false B University of Delaware (Series 2013AC) 516000297 91425MDU8 2013-04-18 196950353 SEE PART VI true false false C University of Delaware (Series 2019) 516000297 914245CS2 2019-06-20 136482603 SEE PART VI false false false D UNIVERSITY OF DELAWARE (SERIES 2019A) 516000297 914245CS2 2019-10-09 65279513 SEE PART VI false false false A 21255000 0 51410087 0 0 0 307595 30000 1465087 36752258 12855147 0 2006 false true true true B 30305000 93045000 196950353 0 0 0 760633 0 0 116924000 79265720 0 2015 true false true true C 4435000 0 136482603 0 0 0 709836 0 0 135772767 0 0 2020 false false true true D 1935000 0 65279513 0 0 0 356118 0 0 64923395 0 0 2020 false false true true A false false false false 0 false false false true B false false false false 0 false false false true C false false false false 0 false false false true D false false false false 0 false false false true A false false true false true true Morgan Stanley 0.306 false false false 0 false true B false false false true true true MORGAN STANLEY 0.243 false false false 0 false true C false true false false false false 0 false 0 false true D false true false false false false 0 false 0 false true A true B true C true D true SCHEDULE K, PART I, LINE A, COLUMN F - BOND ISSUE 2005 IN JULY 2005, THE UNIVERSITY ISSUED ITS $49,945,000 VARIABLE RATE DEMAND REVENUE BONDS, SERIES 2005. 2005 BOND PROCEEDS IN THE AMOUNT OF $37,880,000 WERE USED TO COMPLETE THE CONSTRUCTION OF THREE NEW DORMITORY BUILDINGS, THE DEMOLITION OF SOME EXISTING UNIVERSITY DORMITORIES, AND OTHER CAPITAL IMPROVEMENTS. 2005 BOND PROCEEDS IN THE AMOUNT OF $12,065,000 WERE USED TO ADVANCE REFUND A PORTION OF THE UNIVERSITYS OUTSTANDING SERIES 1997 BONDS, WHICH WERE ORIGINALLY ISSUED ON 06/05/1997. SCHEDULE K, PART I, LINE A, COLUMN F - BOND ISSUE 2004A/B IN APRIL 2004, THE UNIVERSITY ISSUED ITS $12,070,000 REVENUE BONDS, SERIES 2004A AND $40,835,000 VARIABLE RATE DEMAND REVENUE BONDS, SERIES 2004B. THE 2004A BONDS WERE ISSUED: (I) TO CURRENTLY REFUND THE UNIVERSITYS OUTSTANDING SERIES 1993 BONDS; (II) TO FINANCE A PORTION OF THE COSTS ASSOCIATED WITH THE CONSTRUCTION OF A PARKING GARAGE, THE DEMOLITION OF EXISTING UNIVERSITY DORMITORIES, THE CONSTRUCTION OF THREE NEW DORMITORY BUILDINGS, AND FOR OTHER CAPITAL IMPROVEMENTS; AND (III) TO PAY COSTS OF ISSUING THE 2004A BONDS. THE 2004A BONDS MATURED ON NOVEMBER 1, 2010 AND ARE NO LONGER OUTSTANDING. THE 2004B BONDS WERE ISSUED (I) TO FINANCE THE A PORTION OF THE COSTS ASSOCIATED WITH THE CONSTRUCTION OF A PARKING GARAGE, THE DEMOLITION OF EXISTING UNIVERSITY DORMITORIES, THE CONSTRUCTION OF THREE NEW DORMITORY BUILDINGS, AND FOR OTHER CAPITAL IMPROVEMENTS, AND (II) TO PAY COSTS OF ISSUING THE 2004B BONDS. SCHEDULE K, PART I, LINE B, COLUMN F - BOND ISSUE 2013A/C THE 2013A BONDS HAVE BEEN LEGALLY DEFEASED. A PORTION OF THE 2019 BOND PROCEEDS FUNDED AN ESCROW ACCOUNT THAT WAS IRREVOCABLY PLACED WITH A TRUSTEE TO MEET THE PRINCIPAL AND INTEREST PAYMENTS OF THE 2013A ISSUE UNTIL THEIR REDEMPTION. THE 2013C BONDS WERE ISSUED FOR THE PURPOSE OF PROVIDING FUNDS (I) TO REFUND A PORTION OF THE UNIVERSITY'S VARIABLE RATE REVENUE BONDS, SERIES 2009A THAT WERE ORIGINALLY ISSUED ON 03/17/2009, AND (II) TO PAY THE COSTS OF ISSUING THE 2013C BONDS. SCHEDULE K, PART I, LINE C, COLUMN F - BOND ISSUE 2019 IN JUNE 2019, THE UNIVERSITY ISSUED ITS $113,295,000 TAX-EXEMPT BONDS, SERIES 2019 TO PROVIDE FINANCING FOR: (I) THE ACQUISITION CONSTRUCTION, EQUIPPING AND INSTALLATION OF CERTAIN FACILITIES OF THE UNIVERSITY AND (II) THE PAYMENT OF THE COSTS OF ISSUING THE 2019 BONDS. SCHEDULE K, PART I, LINE D, COLUMN F - BOND ISSUE 2019A IN OCTOBER 2019, THE UNIVERSITY ISSUED ITS $49,390,000 TAX-EXEMPT BONDS, SERIES 2019A TO PROVIDE FINANCING FOR: (I) THE ACQUISITION CONSTRUCTION, EQUIPPING AND INSTALLATION OF CERTAIN FACILITIES OF THE UNIVERSITY AND (II) THE PAYMENT OF THE COSTS OF ISSUING THE 2019A BONDS. SCHEDULE K, PART II, COLUMN A PROCEEDS - BOND ISSUE 2005 LINE 3 INCLUDES INTEREST EARNINGS $1,465,087 SCHEDULE K, PART II, COLUMN A PROCEEDS - BOND ISSUE 2004B LINE 3 INCLUDES INTEREST EARNINGS $1,132,732 SCHEDULE K, PART IV, COLUMN B - BOND ISSUE 2013C AN ARBITRAGE REBATE COMPUTATION WAS PERFORMED ON 04/18/2018. A University of Delaware (Series 2004AB) 516000297 91425MAY3 2004-04-08 53457434 SEE PART VI false false false A 23600000 0 54590166 0 0 0 366674 0 1132732 44554078 8536682 0 2005 true false true true A false false false false 0 false false false true A false false true false true true MORGAN STANLEY 0.306 false false false 0 false true A true Tuition 68250 Discount Tuition Michael Moore Spouse of Kathleen Matt 144437 Employment false X 152 528590 Opinion of Expert X 43014 Opinion of Expert X 163 3267440 Fair Market Value X 23 2865 Opinion of Expert X 1 400 Opinion of Expert X Equipment 7 662679 Opinion of Expert X Miscellaneous 9 9811 Opinion of Expert 3 false true false FORM 990, PART III, LINE 1 - ORGANIZATION'S MISSION MISSION STATEMENT: THE UNIVERSITY OF DELAWARE EXISTS TO CULTIVATE LEARNING, DEVELOP KNOWLEDGE, AND FOSTER THE FREE EXCHANGE OF IDEAS. STATE-ASSISTED YET PRIVATELY GOVERNED, THE UNIVERSITY HAS A STRONG TRADITION OF DISTINGUISHED SCHOLARSHIP, WHICH IS MANIFESTED IN ITS RESEARCH AND CREATIVE ACTIVITIES, TEACHING, AND SERVICE, IN LINE WITH ITS COMMITMENT TO INCREASING AND DISSEMINATING SCIENTIFIC, HUMANISTIC, ARTISTIC, AND SOCIAL KNOWLEDGE FOR THE BENEFIT OF THE LARGER SOCIETY. FOUNDED IN 1743 AND CHARTERED BY THE STATE IN 1833, THE UNIVERSITY OF DELAWARE TODAY IS A LAND-GRANT, SEA-GRANT, AND SPACE-GRANT UNIVERSITY. THE UNIVERSITY OF DELAWARE IS A MAJOR RESEARCH UNIVERSITY OFFERING A BROAD RANGE OF DEGREE PROGRAMS: 4 ASSOCIATE PROGRAMS, 140 BACHELOR'S PROGRAMS, 115 MASTER'S PROGRAMS, 44 DOCTORAL PROGRAMS, AND 16 DUAL GRADUATE PROGRAMS THROUGH OUR SEVEN COLLEGES AND IN COLLABORATION WITH MORE THAN 80 RESEARCH CENTERS. UNIVERSITY FACULTY IS COMMITTED TO THE INTELLECTUAL, CULTURAL, AND ETHICAL DEVELOPMENT OF STUDENTS AS CITIZENS, SCHOLARS, AND PROFESSORS. FORM 990, PART VI, LINE 2 TERENCE MURPHY AND KATHLEEN MATT HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, LINE 7A EIGHT OF THE UNIVERSITY'S TRUSTEES SHALL BE APPOINTED BY THE GOVERNOR OF DELAWARE, BY AND WITH THE CONSENT OF A MAJORITY OF THE MEMBERS ELECTED TO THE DELAWARE STATE SENATE. FORM 990, PART VI, LINE 11B THE UNIVERSITY'S FORM 990 IS PREPARED BY THE INDEPENDENT TAX ADVISORS FROM INFORMATION PROVIDED BY UNIVERSITY PERSONNEL AND SIGNED BY THE VICE PRESIDENT FOR FINANCE. THE FORM 990 IS REVIEWED BY ADDITIONAL MEMBERS OF UNIVERSITY MANAGEMENT. THE AUDIT VISITING COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND DISCUSSES THE FULL FORM 990 AT ITS SPRING MEETING HELD IN APRIL 2021. A FINAL FORM 990 IS PROVIDED TO THE FULL BOARD OF TRUSTEES PRIOR TO THE FILING OF THE FORM 990 WITH THE IRS. FORM 990, PART VI, LINE 12C THE BOARD OF TRUSTEES, OFFICERS AND KEY EMPLOYEES OF THE UNIVERSITY, BY VIRTUE OF THEIR OFFICES, HAVE A FIDUCIARY RELATIONSHIP WITH THE UNIVERSITY WHICH REQUIRES THAT THEY ACT IN GOOD FAITH AND WITH FIDELITY TO THE UNIVERSITY'S BEST INTERESTS. THE UNIVERSITY HAS WRITTEN CONFLICT OF INTEREST POLICIES WHICH ARE INTENDED TO PERMIT THE UNIVERSITY AND ITS TRUSTEES, OFFICERS, AND OTHER KEY EMPLOYEES TO IDENTIFY, EVALUATE, AND ADDRESS ANY CONFLICT OF INTEREST THAT MIGHT CALL INTO QUESTION THIS FIDUCIARY DUTY TO THE UNIVERSITY. THE CONFLICT OF INTEREST POLICY COVERING TRUSTEES ARE DOCUMENTED IN THE BYLAWS OF THE BOARD OF TRUSTEES OF THE UNIVERSITY, SECTION 1.4. THE CONFLICT OF INTEREST POLICIES COVERING OFFICERS AND OTHER SENIOR ADMINISTRATORS ARE DOCUMENTED IN UNIVERSITY POLICY 4-26, POLICY ON DISCLOSING AND MANAGING SENIOR ADMINISTRATORS' FINANCIAL CONFLICTS OF INTEREST. CONFLICT OF INTEREST POLICIES COVERING OTHER KEY EMPLOYEES ARE DOCUMENTED IN THE FOLLOWING UNIVERSITY POLICIES: 4-41, PROFESSIONAL AND SALARIED STAFF CODE OF ETHICS AND 6-11, FACULTY AND PROFESSIONAL STAFF INVOLVEMENT IN COMMERCIAL ENTERPRISES THAT HAVE RELATIONSHIPS WITH THE UNIVERSITY OF DELAWARE. EACH TRUSTEE, OFFICER, AND KEY EMPLOYEE IS REQUIRED TO REPORT ANY CONFLICTS OF INTEREST TO THE UNIVERSITY AS SOON AS PRACTICAL AFTER THEY BECOME AWARE OF SUCH A CONFLICT. EACH TRUSTEE, OFFICER, AND KEY EMPLOYEE SHALL ALSO ANNUALLY COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. THE UNIVERSITY MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICIES BY REVIEW OF THE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRES BY THE OFFICE OF GENERAL COUNSEL AND THE OFFICE OF THE VICE PRESIDENT FOR FINANCE. IF CONFLICTS OF INTEREST EXIST FOR OFFICERS AND KEY EMPLOYEES, THE PRESIDENT (OR HIS DESIGNEE) DETERMINES THE CORRECTIVE MEASURE, IF ANY, TO BE TAKEN TO RESOLVE THE CONFLICT, OR WILL IMPOSE APPROPRIATE RESTRICTIONS, IF ANY, ON THE PERSON WITH THE CONFLICT. FOR CONFLICTS OF INTEREST INVOLVING THE PRESIDENT OR TRUSTEES, THE AUDIT VISITING COMMITTEE OF THE BOARD OF TRUSTEES WILL BE NOTIFIED OF THE CONFLICT AND WILL RECOMMEND TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES THE CORRECTIVE MEASURES, IF ANY, TO BE TAKEN TO RESOLVE THE CONFLICT OR APPROPRIATE RESTRICTIONS, IF ANY, TO BE IMPOSED ON THE PERSON WITH THE CONFLICT. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, EXCLUDING SUCH CONFLICTED PERSON, HAS THE FINAL APPROVAL OF ANY RECOMMENDED CORRECTIVE MEASURES OR IMPOSED RESTRICTIONS. SUCH RESTRICTIONS REQUIRE EXCLUDING CONFLICTED PERSONS FROM DISCUSSION AND APPROVAL OF TRANSACTIONS BENEFITTING THEM, DIRECTLY OR INDIRECTLY. FORM 990, PART VI, LINE 15A & B THE COMPENSATION OF ALL OFFICERS OF THE UNIVERSITY IS REVIEWED AND APPROVED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, AND IS SUBSEQUENTLY REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. SUCH PROCESS INCLUDES THE USE OF BENCHMARK COMPENSATION DATA AND 3RD PARTY EXPERTS. THE OFFICERS' COMPENSATION PROCESS IS CONTEMPORANEOUSLY DOCUMENTED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE COMPENSATION OF KEY EMPLOYEES IS SET BY THEIR RESPECTIVE SUPERVISING OFFICER WITHIN THE CONSTRAINTS OF THE UNIVERSITY'S OPERATING BUDGET, WHICH IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES, AND SUBSEQUENTLY BY THE FULL BOARD OF TRUSTEES. THE KEY EMPLOYEES' COMPENSATION PROCESS IS CONTEMPORANEOUSLY DOCUMENTED BY THE UNIVERSITY. FORM 990, PART VI, LINE 19 THE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AUDITED FINANCIAL STATEMENTS, AND FORM 990 ARE AVAILABLE AS PUBLIC INFORMATION ON THE UNIVERSITY'S WEBSITE. IN ADDITION, THE UNIVERSITY'S FORM 990-T AND IRS DETERMINATION LETTER ARE MADE AVAILABLE FOR PUBLIC REVIEW UPON REQUEST. FORM 990, PART XI, LINE 9 INCREASE IN POST- RETIREMENT OBLIGATION $ (67,792,099) INCREASE IN UNIVERSITY BOND SWAP $ ( 9,691,519) RELATED ENTITIES EXPENSES $ 277,897 DECREASE IN NONOPERATING LIABILITIES $ 1,477,089 INSURANCE PROCEEDS $ 919,444 ------------------ TOTAL $ (74,809,188) Blue Hen Hotel LLC Hullihen Hall Ste 220 Newark DE 19716 510411499 Hotel DE 3791478 14198034 Univ of DE 1743 Holdings LLC Hullihen Hall Ste 220 Newark DE 19716 271332816 Research DE 522326 64039280 Univ of DE University of DE Alumni Assoc Inc 24 E Main Street Newark DE 19716 516016065 Scholarship DE 501(C)(3) 12C NA false University of Delaware Research Fdn 220 Hullihen Hall Newark DE 19716 516017306 Research DE 501(C)(3) 12D NA false Friends of the University of DE Library University of DE Library Newark DE 19717 516017971 Donations DE 501(C)(3) 12C NA false Karl W Boer Solar Energy Medal of Merit 222 SOUTH CHAPEL STREET Newark DE 19716 396596448 Award DE 501(C)(3) 12A NA false UNIDEL Foundation Inc PO Box 1146 Newark DE 19899 516015046 Grants DE 501(C)(3) 12D NA false First State Marine Wind LLC 2050 Cabot Blvd Langhorne PA 19047 383809186 PWR Generation DE Blue Hen Wd Related 536846 4894105 false false 0.97500 Performance VC Opportunities Fund I LP 5 GREENWICH OFFICE PARK3RD FL GREENWICH CT 06831 833206186 INVESTMENTS CT NA EXCLUDED 6153 3799351 false 0 false 0.99000 KNIGHTSBRIDGE B LP 122 SW Frank Phillips Blvd Bartlesville OK 74003 823938272 INVESTMENTS OK NA EXCLUDED 64885 8461689 false 0 false 0.98810 Blue Hen Wind Inc 124 C Hullihen Newark DE 19716 352377140 Investments DE NA C Corp 0 3029703 1.00000 true University of DE Student Housing Fndn 220 Hullihen Hall Newark DE 19716 311779506 Inactive DE NA C Corp 0 0 1.00000 true Charitable Remainder Annuity Trust (5) 220 Hullihen Hall Newark DE 19716 Investments DE NA Trust Charitable Remainder Unitrust Trust (8) 221 Hullihen Hall Newark DE 19716 Investments DE NA Trust false true true false false false false false false false false false false true true false false false true Friends of the University of DE LibraryINC c 110000 Cash Dist University of DE Research Foundation c 400000 Cash Dist UNIDEL Foundation Inc c 10013390 Cash Dist University of DE Alumni Association Inc c 788763 Cash Dist PERFORMANCE VC OPPORTUNITIES FUND I LP B 2494800 Cash KNIGHTSBRIDGE B LP B 6352300 Cash KNIGHTSBRIDGE B LP S 1560583 Cash Dist SEE SCH R Part VII SUPPLEMENTAL INFO o SEE SCH R Part VII SUPPLEMENTAL INFO o SCHEDULE R, PART V, LINE 2(b) (N) & (O) THE UNIVERSITY PROVIDES, WITHOUT COMPENSATION, BOOKKEEPING AND OTHER ADMINISTRATIVE SERVICES TO THE UNIVERSITY OF DELAWARE ALUMNI ASSOCIATION, UNIVERSITY OF DELAWARE RESEARCH FOUNDATION, FRIENDS OF THE UNIVERSITY OF DELAWARE LIBRARY, INC., Karl W Boer Solar Energy Medal of Merit Award Trust, BLUE HEN WIND INC., AND FIRST STATE MARINE WIND LLC. UNIVERSITY PERSONNEL RECEIVE NO COMPENSATION FROM THESE ORGANIZATIONS.