UNIVERSITY OF THE SOUTH: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: UNIVERSITY OF THE SOUTH (EIN 62-0475697)
Tax period: 2017-07-01 to 2018-06-30
Filed: 2019-05-09
IRS object ID: 201921309349300207
Schema version: 2017v2.0
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
Reasonable Cause Explanation

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-05-09T17:55:32-07:00	ReturnTs
Tax Period End	2018-06-30	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	620475697	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The 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	2019-05-09	SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	152.97.96.122	IPv4AddressTxt

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

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	John McCardell	PrincipalOfficerNm

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

Field	Value	IRS element (for citing)
Gross Receipts	$340,389,152	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	138	VotingMembersIndependentCnt
Total Employee	2010	TotalEmployeeCnt
Total Volunteers	1400	TotalVolunteersCnt
Total Gross UBI	$81,692	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$69,583	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$20,955,873	PYContributionsGrantsAmt
CY Contributions Grants	$25,478,439	CYContributionsGrantsAmt
PY Program Service Revenue	$107,426,905	PYProgramServiceRevenueAmt
CY Program Service Revenue	$110,923,424	CYProgramServiceRevenueAmt
PY Investment Income	$40,525,348	PYInvestmentIncomeAmt
CY Investment Income	$27,727,640	CYInvestmentIncomeAmt
PY Other Revenue	$1,818,095	PYOtherRevenueAmt
CY Other Revenue	$1,218,050	CYOtherRevenueAmt
PY Total Revenue	$170,726,221	PYTotalRevenueAmt
CY Total Revenue	$165,347,553	CYTotalRevenueAmt
PY Grants And Similar Paid	$30,500,537	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$34,324,893	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$59,448,703	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$61,193,487	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$2,695,254	CYTotalFundraisingExpenseAmt
PY Other Expenses	$43,582,372	PYOtherExpensesAmt
CY Other Expenses	$47,863,443	CYOtherExpensesAmt
PY Total Expenses	$133,531,612	PYTotalExpensesAmt
CY Total Expenses	$143,381,823	CYTotalExpensesAmt
PY Revenues Less Expenses	$37,194,609	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$21,965,730	CYRevenuesLessExpensesAmt
Total Assets BOY	$691,762,152	TotalAssetsBOYAmt
Total Assets EOY	$711,275,600	TotalAssetsEOYAmt
Total Liabilities BOY	$96,476,935	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$92,666,360	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$595,285,217	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$618,609,240	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	$78,642,161	ExpenseAmt
Grant	$32,824,893	GrantAmt
Revenue	$80,467,263	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	$14,703,011	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$2,739,467	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	$15,570,463	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$29,847,732	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	$8,736,459	ExpenseAmt
Grant	$1,500,000	GrantAmt
Revenue	$217,108	RevenueAmt
Desc	OTHER PROGRAM SERVICES: OTHER PROGRAM EXPENSES ARE PRIMARILY COMPRISED OF EXPENSES RELATED TO FACULTY RESEARCH ACTIVITIES AND OF EXPENSES RELATED TO PLANT MAINTENANCE AND OPERATION.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$8,736,459	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$1,500,000	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$217,108	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$117,652,094	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
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
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	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	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	Yes (1)	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 With Officer Ent	0	BusinessRlnWithOfficerEntInd
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	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	34	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	0	QuidProQuoContributionsInd
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
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	143	GoverningBodyVotingMembersCnt
Independent Voting Member	138	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	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 (167 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
Aaron Welch
Board Member	2	Yes (X)	$0	$0	$0
Alberto Cutie
Board Member	2	Yes (X)	$0	$0	$0
Alexander Andujar
Board Member	2	Yes (X)	$0	$0	$0
Alice Courtright
Board Member	2	Yes (X)	$0	$0	$0
Allison Moreman
Board Member	2	Yes (X)	$0	$0	$0
Alyson Crouch Hardin
Board Member	2	Yes (X)	$0	$0	$0
Andrea Marie Petrosh
Board Member	2	Yes (X)	$0	$0	$0
Andrew Waldo
Board Member	2	Yes (X)	$0	$0	$0
Andrew Wright
Board Member	2	Yes (X)	$0	$0	$0
Ann Patterson Rhyne
Board Member	2	Yes (X)	$0	$0	$0
Ann Stirling
Board Member	2	Yes (X)	$0	$0	$0
Anna Laura Spencer
Board Member	2	Yes (X)	$0	$0	$0
Anne Hodges-Copple
Board Member	2	Yes (X)	$0	$0	$0
Barbara Kirk-Norris
Board Member	2	Yes (X)	$0	$0	$0
Bill Nichol
Board Member	2	Yes (X)	$0	$0	$0
Bill Stiefel
Board Member	2	Yes (X)	$0	$0	$0
Blucher B Lines
Board Member	2	Yes (X)	$0	$0	$0
Brian Cole
Board Member	2	Yes (X)	$0	$0	$0
Brian R Seage
Board Member	2	Yes (X)	$0	$0	$0
Bruce Caldwell
Board Member	2	Yes (X)	$0	$0	$0
Buckner Hinkle
Board Member	2	Yes (X)	$0	$0	$0
C Andrew Doyle
Board Member	2	Yes (X)	$0	$0	$0
Canon Gene Manning
Board Member	2	Yes (X)	$0	$0	$0
Chris Cone
Board Member	2	Yes (X)	$0	$0	$0
Chris Sturgeon
Board Member	2	Yes (X)	$0	$0	$0
Christina Butterworth
Board Member	2	Yes (X)	$0	$0	$0
Christina Comer
Board Member	2	Yes (X)	$0	$0	$0
Dabney T Smith
Board Member	2	Yes (X)	$0	$0	$0
Daniel Boeckman
Board Member	2	Yes (X)	$0	$0	$0
David Elliott III
Board Member	2	Yes (X)	$0	$0	$0
David Mitchell Reed
Board Member	2	Yes (X)	$0	$0	$0
Dcn Dr Michael Vollman
Board Member	2	Yes (X)	$0	$0	$0
Dena Harrison
Board Member	2	Yes (X)	$0	$0	$0
Don E Johnson
Board Member	2	Yes (X)	$0	$0	$0
Doris Westfall
Board Member	2	Yes (X)	$0	$0	$0
Drew Broach
Board Member	2	Yes (X)	$0	$0	$0
Edwin Everett Puri
Board Member	2	Yes (X)	$0	$0	$0
Elizabeth Landry
Board Member	2	Yes (X)	$0	$0	$0
Elliott Harrigan
Board Member	2	Yes (X)	$0	$0	$0
Everett Puri
Board Member	2	Yes (X)	$0	$0	$0
Fairlie Herron
Board Member	2	Yes (X)	$0	$0	$0
Forrest McClain
Board Member	2	Yes (X)	$0	$0	$0
Frank B Gummey III
Board Member	2	Yes (X)	$0	$0	$0
George A Brine
Board Member	2	Yes (X)	$0	$0	$0
George Clarke
Board Member	2	Yes (X)	$0	$0	$0
George R Sumner
Board Member	2	Yes (X)	$0	$0	$0
George Wayne Smith
Board Member	2	Yes (X)	$0	$0	$0
George Williamson
Board Member	2	Yes (X)	$0	$0	$0
Gilda Hurst
Board Member	2	Yes (X)	$0	$0	$0
Gladstone B Adams
Board Member	2	Yes (X)	$0	$0	$0
Gregory A Hearing
Board Member	2	Yes (X)	$0	$0	$0
Gregory O Brewer
Board Member	2	Yes (X)	$0	$0	$0
Grover Maxwell
Board Member	2	Yes (X)	$0	$0	$0
H E Miller
Board Member	2	Yes (X)	$0	$0	$0
Holly Alves
Board Member	2	Yes (X)	$0	$0	$0
Isabella Stuart Reeves
Board Member	2	Yes (X)	$0	$0	$0
J Scott Mayer
Board Member	2	Yes (X)	$0	$0	$0
J Thomas Sutton
Board Member	2	Yes (X)	$0	$0	$0
Jack Lauless
Board Member	2	Yes (X)	$0	$0	$0
Jacob W Owensby
Board Member	2	Yes (X)	$0	$0	$0
James Dorn
Board Member	2	Yes (X)	$0	$0	$0
James Folds
Board Member	2	Yes (X)	$0	$0	$0
James Russell Kendrick
Board Member	2	Yes (X)	$0	$0	$0
Jane Hart Lewis
Board Member	2	Yes (X)	$0	$0	$0
Jane Wilson
Board Member	2	Yes (X)	$0	$0	$0
Jason Akers
Board Member	2	Yes (X)	$0	$0	$0
Jeff W Fisher
Board Member	2	Yes (X)	$0	$0	$0
Jennifer Brooke-Davidson
Board Member	2	Yes (X)	$0	$0	$0
Jennifer Fowler
Board Member	2	Yes (X)	$0	$0	$0
Jill McClendon
Board Member	2	Yes (X)	$0	$0	$0
Jim McDonald
Board Member	2	Yes (X)	$0	$0	$0
Jim Nance
Board Member	2	Yes (X)	$0	$0	$0
Joanna Campbell
Board Member	2	Yes (X)	$0	$0	$0
Joe Porter
Board Member	2	Yes (X)	$0	$0	$0
John C Bauerschmidt
Board Member	2	Yes (X)	$0	$0	$0
John H Riggin
Board Member	2	Yes (X)	$0	$0	$0
John Hill
Board Member	2	Yes (X)	$0	$0	$0
John McKee Sloan
Board Member	2	Yes (X)	$0	$0	$0
Jose A McLoughlin
Board Member	2	Yes (X)	$0	$0	$0
Joseph DeLozier III
Board Member	2	Yes (X)	$0	$0	$0
Joshua Bowron
Board Member	2	Yes (X)	$0	$0	$0
Katherine J Nielsen
Board Member	2	Yes (X)	$0	$0	$0
Ken Baxter
Board Member	2	Yes (X)	$0	$0	$0
Kimberly Dupree Belk
Board Member	2	Yes (X)	$0	$0	$0
Kirby Colson
Board Member	2	Yes (X)	$0	$0	$0
Larry R Benfield
Board Member	2	Yes (X)	$0	$0	$0
Lawrence Britt
Board Member	2	Yes (X)	$0	$0	$0
Leslie Newman
Board Member	2	Yes (X)	$0	$0	$0
Lucius Anderson
Board Member	2	Yes (X)	$0	$0	$0
M Jane Eaves
Board Member	2	Yes (X)	$0	$0	$0
Malcolm Jopling
Board Member	2	Yes (X)	$0	$0	$0
Margaret P McLarty
Board Member	2	Yes (X)	$0	$0	$0
Mark Richard
Board Member	2	Yes (X)	$0	$0	$0
Michael Carlisle
Board Member	2	Yes (X)	$0	$0	$0
Michael R Lewis
Board Member	2	Yes (X)	$0	$0	$0
Missy Hubbell
Board Member	2	Yes (X)	$0	$0	$0
Molly Dougall
Board Member	2	Yes (X)	$0	$0	$0
Montague L Boyd III
Board Member	2	Yes (X)	$0	$0	$0
Morris K Thompson
Board Member	2	Yes (X)	$0	$0	$0
Nancee Lea Martin
Board Member	2	Yes (X)	$0	$0	$0
Nikki Mathis
Board Member	2	Yes (X)	$0	$0	$0
Norman Jetmundsen
Board Member	2	Yes (X)	$0	$0	$0
Pamela Jordan Anderson
Board Member	2	Yes (X)	$0	$0	$0
Pamela Stringer
Board Member	2	Yes (X)	$0	$0	$0
Parker Bauer
Board Member	2	Yes (X)	$0	$0	$0
Paul D Martin
Board Member	2	Yes (X)	$0	$0	$0
Paul Pearigen
Board Member	2	Yes (X)	$0	$0	$0
Peter Eaton
Board Member	2	Yes (X)	$0	$0	$0
Philip C Earhart
Board Member	2	Yes (X)	$0	$0	$0
Polly Robb
Board Member	2	Yes (X)	$0	$0	$0
Ralph Howe
Board Member	2	Yes (X)	$0	$0	$0
Ramiro Lopez
Board Member	2	Yes (X)	$0	$0	$0
Rayid Ghani
Board Member	2	Yes (X)	$0	$0	$0
Reid Thomas Funston
Board Member	2	Yes (X)	$0	$0	$0
Rick Ball
Board Member	2	Yes (X)	$0	$0	$0
Robert C Wright
Board Member	2	Yes (X)	$0	$0	$0
Robert Gieselmann
Board Member	2	Yes (X)	$0	$0	$0
Robert Holloway Moore
Board Member	2	Yes (X)	$0	$0	$0
Robert L Brown
Board Member	2	Yes (X)	$0	$0	$0
Robert S Skirving
Board Member	2	Yes (X)	$0	$0	$0
Robert Skirving
Board Member	2	Yes (X)	$0	$0	$0
Roe Buckley
Board Member	2	Yes (X)	$0	$0	$0
Roger Allen
Board Member	2	Yes (X)	$0	$0	$0
Samuel Rodman
Board Member	2	Yes (X)	$0	$0	$0
Sandy Guitar Wallis
Board Member	2	Yes (X)	$0	$0	$0
Scott A Benhase
Board Member	2	Yes (X)	$0	$0	$0
Scott Davis
Board Member	2	Yes (X)	$0	$0	$0
Scott Remington
Board Member	2	Yes (X)	$0	$0	$0
Seth Hinkley
Board Member	2	Yes (X)	$0	$0	$0
Suzanne Dansby
Board Member	2	Yes (X)	$0	$0	$0
Suzanne Meyers
Board Member	2	Yes (X)	$0	$0	$0
Ted Clarkson
Board Member	2	Yes (X)	$0	$0	$0
Terry Allen White
Board Member	2	Yes (X)	$0	$0	$0
Terry Jefferson
Board Member	2	Yes (X)	$0	$0	$0
Troy Eichenberger
Board Member	2	Yes (X)	$0	$0	$0
Val Crumpton
Board Member	2	Yes (X)	$0	$0	$0
W A Stringer
Board Member	2	Yes (X)	$0	$0	$0
Whitney Robinson
Board Member	2	Yes (X)	$0	$0	$0
Will Keith
Board Member	2	Yes (X)	$0	$0	$0
William C Treadwell
Board Member	2	Yes (X)	$0	$0	$0
William Campbell
Board Member	2	Yes (X)	$0	$0	$0
William H Rue
Board Member	2	Yes (X)	$0	$0	$0
William S Murray IV
Board Member	2	Yes (X)	$0	$0	$0
Samuel Johnson Howard
Board Member	2	Yes (X)	$0	$0	$0
Gerald L Smith
Board Member	2	Yes (X)	$0	$0	$0
Warren Swenson
Board Member	2	Yes (X)	$0	$0	$0
Claire Brickson
Board Member	2	Yes (X)	$0	$0	$0
Mary Margaret Murdock
Board Member	2	Yes (X)	$0	$0	$0
Robert Bachman
Board Member	40	Yes (X)	$97,768	$0	$1,029
Virginia Craighill
Board Member	40	Yes (X)	$54,269	$0	$594
Rob MacSwain
Board Member	40	Yes (X)	$0	$0	$0
Curtis Johnson
Board Member	40	Yes (X)	$0	$0	$0
Nickie Peardon
Board Member	40	Yes (X)	$0	$0	$0
John M McCardell Jr
Vice-Chancellor/President	40		$569,816	$0	$23,971	Yes (X)
Nancy Berner
Provost	40		$218,362	$0	$8,009	Yes (X)
Terry Papillon
Dean of the College	40		$197,784	$0	$1,815	Yes (X)
Jay Fisher
VP of Advancement	40		$188,967	$0	$9,905	Yes (X)
Donna Pierce
Legal Counsel	40		$205,912	$0	$25,689	Yes (X)
Earl Williams
Treasurer	40		$200,572	$0	$21,784	Yes (X)
Lee Ann Backlund
Dean of Admission	40		$180,805	$0	$25,675	Yes (X)
Neil Alexander
Dean of School of Theology	40		$162,313	$0	$1,752	Yes (X)
William Gentry
Dean of Students	40		$204,334	$0	$21,308		Yes (X)
Eugene Prunty
Professor	40		$195,758	$0	$25,762			Yes (X)
Yasmeen Mojiuddin
Professor	40		$144,255	$0	$25,276			Yes (X)
Eric Hartman
VP Risk Assessment	40		$147,453	$0	$19,463			Yes (X)
Vicki Sells
Assoc Provost IT	40		$151,983	$0	$19,432			Yes (X)
John Swallow
Former Provost	40		$162,743	$0	$10,106			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,083,094	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$241,570	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	70	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	Address Line2ContractorAddress/USAddress/AddressLine2Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Edgehill Endowment Partners
205 Whitney Avenue	Suite 201	New Haven	CT	06511	Endowment Management	$1,638,426
Blue Oak Projects
PO Box 890		Winchester	TN	37398	Construction	$396,421
Ruffalo Noel Levitz
PO Box 718		Des Moines	IA	50303	Research Data Analytics	$369,682
Natural Bridge Events
PO Box 852		Sewanee	TN	37375	Catering	$329,317
Wier Boerner Allin Architecture
2727 Old Canton Rd	Suite 200	Jackson	MS	39216	Architecture Design	$260,872

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	11	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$0	FederatedCampaignsAmt
Membership Dues	$0	MembershipDuesAmt
Fundraising	$0	FundraisingAmt
Related Organizations	$0	RelatedOrganizationsAmt
Government Grants	$344,383	GovernmentGrantsAmt
All Other Contributions	$25,134,056	AllOtherContributionsAmt
Noncash Contributions	$4,371,495	NoncashContributionsAmt
Total Contributions	$25,478,439	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	$77,630,217	$77,630,217	$0	$0
Auxiliary Sales and Services	611310	$29,817,293	$29,817,293	$0	$0
Education Sales and Services	611310	$1,486,179	$1,486,179	$0	$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,989,735	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,989,735	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$110,923,424	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$23,061,933	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$81,692	UnrelatedBusinessRevenueAmt
Exclusion	$22,980,241	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$677	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$677	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,218,050	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,218,050	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	$179,706,629	SecuritiesAmt
Other	$0	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$175,041,599	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$4,665,030	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,665,030	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$4,665,030	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	$165,347,553	TotalRevenueColumnAmt
Related Or Exempt Func Income	$110,923,424	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$81,692	UnrelatedBusinessRevenueAmt
Exclusion	$28,863,998	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$1,500,000	TotalAmt
Program Services	$1,500,000	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$31,816,988	TotalAmt
Program Services	$31,816,988	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$1,007,905	TotalAmt
Program Services	$1,007,905	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	$2,217,783	TotalAmt
Program Services	$613,321	ProgramServicesAmt
Management And General	$1,400,066	ManagementAndGeneralAmt
Fundraising	$204,396	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	$43,669,245	TotalAmt
Program Services	$34,319,925	ProgramServicesAmt
Management And General	$7,998,127	ManagementAndGeneralAmt
Fundraising	$1,351,193	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$3,911,010	TotalAmt
Program Services	$2,985,630	ProgramServicesAmt
Management And General	$814,175	ManagementAndGeneralAmt
Fundraising	$111,205	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$8,416,429	TotalAmt
Program Services	$6,393,919	ProgramServicesAmt
Management And General	$1,752,091	ManagementAndGeneralAmt
Fundraising	$270,419	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$2,979,020	TotalAmt
Program Services	$2,274,158	ProgramServicesAmt
Management And General	$620,158	ManagementAndGeneralAmt
Fundraising	$84,704	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	$196,999	TotalAmt
Program Services	$50,180	ProgramServicesAmt
Management And General	$146,699	ManagementAndGeneralAmt
Fundraising	$120	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$71,503	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$71,503	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	$2,896,407	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$2,896,407	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$13,576,036	TotalAmt
Program Services	$11,864,247	ProgramServicesAmt
Management And General	$1,547,989	ManagementAndGeneralAmt
Fundraising	$163,800	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$2,366,830	TotalAmt
Program Services	$1,878,434	ProgramServicesAmt
Management And General	$453,810	ManagementAndGeneralAmt
Fundraising	$34,586	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,735,792	TotalAmt
Program Services	$1,621,477	ProgramServicesAmt
Management And General	$64,464	ManagementAndGeneralAmt
Fundraising	$49,851	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$960,015	TotalAmt
Program Services	$265,908	ProgramServicesAmt
Management And General	$691,088	ManagementAndGeneralAmt
Fundraising	$3,019	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$38,035	TotalAmt
Program Services	$37,935	ProgramServicesAmt
Management And General	$100	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,000,750	TotalAmt
Program Services	$751,765	ProgramServicesAmt
Management And General	$201,344	ManagementAndGeneralAmt
Fundraising	$47,641	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,080,100	TotalAmt
Program Services	$1,662,744	ProgramServicesAmt
Management And General	$318,799	ManagementAndGeneralAmt
Fundraising	$98,557	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	$730,313	TotalAmt
Program Services	$573,908	ProgramServicesAmt
Management And General	$148,307	ManagementAndGeneralAmt
Fundraising	$8,098	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$2,575,932	TotalAmt
Program Services	$2,575,905	ProgramServicesAmt
Management And General	$27	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	$6,386,641	TotalAmt
Program Services	$5,446,823	ProgramServicesAmt
Management And General	$939,818	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$798,826	TotalAmt
Program Services	$81,643	ProgramServicesAmt
Management And General	$716,253	ManagementAndGeneralAmt
Fundraising	$930	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Food	$4,967,954	$3,912,935	$982,290	$72,729
Equipment Rental/Maintenance	$610,119	$455,310	$146,623	$8,186
Utilities	$2,573,891	$2,532,776	$41,115	$0
Renewals and Replacements	$1,895,484	$854,345	$1,036,580	$4,559

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,401,816	TotalAmt
Program Services	$2,173,913	ProgramServicesAmt
Management And General	$46,642	ManagementAndGeneralAmt
Fundraising	$181,261	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$143,381,823	TotalAmt
Program Services	$117,652,094	ProgramServicesAmt
Management And General	$23,034,475	ManagementAndGeneralAmt
Fundraising	$2,695,254	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$2,482,631	BOYAmt
EOY	$8,057,930	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$60,193,505	BOYAmt
EOY	$61,306,856	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$26,945,013	BOYAmt
EOY	$26,360,056	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$536,273	BOYAmt
EOY	$578,876	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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	$203,595	BOYAmt
EOY	$211,895	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$456,900	BOYAmt
EOY	$464,372	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$962,696	BOYAmt
EOY	$1,453,104	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$298,168,535	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$99,180,040	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$201,193,488	BOYAmt
EOY	$198,988,495	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$94,960,469	BOYAmt
EOY	$80,501,613	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$272,639,691	BOYAmt
EOY	$301,333,265	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$2,150,646	BOYAmt
EOY	$1,917,139	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,404,101	BOYAmt
EOY	$4,221,882	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$24,633,144	BOYAmt
EOY	$25,880,117	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$691,762,152	BOYAmt
EOY	$711,275,600	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$11,468,903	BOYAmt
EOY	$11,327,048	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$703,528	BOYAmt
EOY	$613,571	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$77,746,224	BOYAmt
EOY	$74,854,062	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$6,558,280	BOYAmt
EOY	$5,871,679	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$96,476,935	BOYAmt
EOY	$92,666,360	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$238,655,994	BOYAmt
EOY	$243,410,815	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$192,995,697	BOYAmt
EOY	$200,451,242	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$163,633,526	BOYAmt
EOY	$174,747,183	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$595,285,217	BOYAmt
EOY	$618,609,240	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$691,762,152	BOYAmt
EOY	$711,275,600	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$21,965,730	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$572,129	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$786,164	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)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

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

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Preservation Public Use	Yes (X)	PreservationPublicUseInd
Protection Natural Habitat	Yes (X)	ProtectionNaturalHabitatInd
Preservation Open Space	Yes (X)	PreservationOpenSpaceInd
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	$10,500	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	$395,006,424	BeginningYearBalanceAmt
Contributions	$14,115,944	ContributionsAmt
Investment Earnings Or Losses	$24,387,177	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$10,360,896	GrantsOrScholarshipsAmt
Other Expenditures	$12,162,790	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$410,985,859	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$357,773,319	BeginningYearBalanceAmt
Contributions	$14,105,503	ContributionsAmt
Investment Earnings Or Losses	$42,908,044	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$9,099,003	GrantsOrScholarshipsAmt
Other Expenditures	$10,681,439	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$395,006,424	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$377,821,984	BeginningYearBalanceAmt
Contributions	$7,400,502	ContributionsAmt
Investment Earnings Or Losses	-$7,943,606	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$8,972,559	GrantsOrScholarshipsAmt
Other Expenditures	$10,533,002	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$357,773,319	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$374,301,967	BeginningYearBalanceAmt
Contributions	$10,710,941	ContributionsAmt
Investment Earnings Or Losses	$9,749,367	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$7,806,830	GrantsOrScholarshipsAmt
Other Expenditures	$9,133,461	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$377,821,984	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$336,524,119	BeginningYearBalanceAmt
Contributions	$5,039,090	ContributionsAmt
Investment Earnings Or Losses	$47,073,055	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$6,142,028	GrantsOrScholarshipsAmt
Other Expenditures	$8,192,269	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$374,301,967	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.23	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.4	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.37	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	$19,676,302	OtherCostOrOtherBasisAmt
Book Value	$19,676,302	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$196,779	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$231,685,486	OtherCostOrOtherBasisAmt
Depreciation	$64,703,298	DepreciationAmt
Book Value	$167,178,967	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	$42,583,345	OtherCostOrOtherBasisAmt
Depreciation	$34,476,742	DepreciationAmt
Book Value	$8,106,603	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$4,026,623	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$4,026,623	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$198,988,495	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Hedge Funds	$66,274,041	F
Private Equity	$70,114,251	F
Global Equities	$164,944,973	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$301,333,265	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
Refundable Government Advances (Perkins)	$2,216,981
Postretirement benefit liability	$3,654,698

Field	Value	IRS element (for citing)
Total Liability	$5,871,679	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$130,984,546	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$572,129	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants	$0	RecoveriesPriorYearGrantsAmt
Other Revenue	-$32,038,729	OtherRevenueAmt
Revenue Not Reported	-$31,466,600	RevenueNotReportedAmt
Revenue Subtotal	$162,451,146	RevenueSubtotalAmt
Investment Expenses Not Incld	$2,896,407	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$0	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$2,896,407	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$165,347,553	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$107,660,523	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	$107,660,523	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$2,896,407	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$32,824,893	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$35,721,300	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$143,381,823	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 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	THE UNIVERSITY DOES NOT INCLUDE EITHER THE COST OR THE VALUE OF ITS COLLECTIONS ON THE STATEMENT OF FINANCIAL POSITION, NOR DOES IT RECOGNIZE GIFTS OF COLLECTION ITEMS AS REVENUES IN THE STATEMENT OF ACTIVITIES. THE PROCEEDS FROM ITEMS DISPOSED OF ARE REPORTED AS INCREASES IN THE APPROPRIATE CLASS OF NET ASSETS IN THE STATEMENT 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 MARKET 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 ENDOWMENTFUNDS ARE UNRESTRICTED FUNDS EARMARKED BY THE BOARD TO BE TREATED AS AN ENDOWMENT. EARNINGS ARE AVAILABLE FOR GENERAL OPERATIONS OR CERTAIN SPECIFIC PURPOSES.
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 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	Contra Revenue - Scholarship Allowance -$32,824,893 Change in value of split interest agreement 786,164
Schedule D, Part XII, Line 4b	Contra Revenue - Scholarships $32,824,893

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 CATALOGS.
Schedule E, Part I, Line 6	FUNDS FOR FINANCIAL AID TO STUDENTS ARE RECEIVED FROM THE U.S. DEPARTMENT OF EDUCATION FOR WORK STUDY, SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS, AND PELL GRANTS. PERKINS LOANS CONTINUE TO BE DISBURSED FROM THE REVOLVING LOAN FUND. 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 (13 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	0	0	Investments	Investments in Central America and the Caribbean are valued at the End of Year Market Value.	$146,286,389
Europe (including Iceland and Greenland)	0	5	Program Services	Study Abroad The value for program was based on the actual cost of expenditures to support these programs.	$276,974
East Asia and the Pacific	0	2	Program Services	Study Abroad The value for program was based on the actual cost of expenditures to support these programs.	$63,761
Central America and the Caribbean	0	3	Program Services	Study Abroad The value for program was based on the actual cost of expenditures to support these programs.	$54,122
Russia and the newly independent States	0	2	Program Services	Study Abroad The value for program was based on the actual cost of expenditures to support these programs.	$22,999
South Asia	0	0	Program Services	Study Abroad The value for program was based on the actual cost of expenditures to support these programs.	$5,642
Europe (including Iceland and Greenland)			Grantmaking		$321,598
East Asia and the Pacific			Grantmaking		$263,315
Sub-Saharan Africa			Grantmaking		$231,980
South Asia			Grantmaking		$148,170
Russia and the newly independent States			Grantmaking		$22,696
North America (including Canada and Mexico, but not the United States)			Grantmaking		$19,186
Middle East and North Africa			Grantmaking		$960

Field	Value	IRS element (for citing)
Total Office	0	TotalOfficeCnt
Total Employee	12	TotalEmployeeCnt
Total Spent	$147,717,792	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (14 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Non Cash AssistanceNonCashAssistanceAmt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt	Valuation Method UsedValuationMethodUsedDesc	Cash GrantCashGrantAmt
Scholarships	Europe (including Iceland and Greenland)	11	$321,598	Scholarship credited to Student Account	FMV
Scholarships	East Asia and the Pacific	23	$263,315	Scholarship credited to Student Account	FMV
Scholarships	Sub-Saharan Africa	9	$231,980	Scholarship credited to Student Account	FMV
Scholarships	South Asia	7	$148,170	Scholarship credited to Student Account	FMV
Scholarships	Russia and the newly independent States	1	$22,696	Scholarship credited to Student Account	FMV
Scholarships	North America (including Canada and Mexico, but not the United States)	1	$19,186	Scholarship credited to Student Account	FMV
Scholarships	Middle East and North Africa	1	$960	Scholarship credited to Student Account	FMV
Scholarships	Europe (including Iceland and Greenland)	11	$321,598	Scholarship credited to Student	FMV	$0
Scholarships	East Asia and the Pacific	23	$263,315	Scholarship credited to Student	FMV	$0
Scholarships	Sub-Saharan Africa	9	$231,980	Scholarship credited to Student	FMV	$0
Scholarships	South Asia	7	$148,170	Scholarship credited to Student	FMV	$0
Scholarship	Russia and the newly independent States	1	$22,696	Scholarship credited to Student	FMV	$0
Scholarship	North America (including Canada and Mexico, but not the United States)	1	$19,186	Scholarship credited to Student	FMV	$0
Scholarship	Middle East and North Africa	1	$960	Scholarship credited to Student	FMV	$0

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	St Andrews School - Sewanee	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	290 Quintard Rd	AddressLine1Txt
City	Sewanee	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37375	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	620475694	RecipientEIN
IRC Section	501c3	IRCSectionDesc
Cash Grant	$1,500,000	CashGrantAmt
Purpose Of Grant	Donation to the General Fund of St Andrews School	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

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	1577	RecipientCnt
Non Cash Assistance	$31,816,988	NonCashAssistanceAmt
Valuation Method Used	Value of scholarship awarded	ValuationMethodUsedDesc
Non Cash Assistance	Students' account is credited by the value of the scholarship awarded.	NonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2	FormAndLineReferenceDesc
Explanation	MERIT BASED SCHOLARSHIPS AND NEED BASED SCHOLARSHIPS AWARDED TO ENROLLED STUDENTS ARE CREDITED TO STUDENTS' ACCOUNT TO COVER TUITION AND FEES. GRADE REPORTS ARE GENERATED FOR EACH TERM AND EACH INDIVIDUAL STUDENT IS REVIEWED TO INSURE THEY ARE MAKING SATISFACTORY ACADEMIC PROGRESS TO MAINTAIN THEIR GRANT OR SCHOLARSHIP FUNDING. NOTIFICATIONS ARE SENT BY THE DEAN OF THE COLLEGE TO ALERT DEPARTMENTS OF WITHDRAWALS. ALSO, FINANCIAL AID RUNS ENROLLMENT REPORTS EACH TERM TO CHECK THE NUMBER OF CREDIT HRS FOR EACH STUDENT. THIRD PARTY SOFTWARE IS ALSO CODED TO PREVENT THE CREDIT OF FUNDS TO A STUDENT WITHOUT ENROLLED HOURS.	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
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
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 (14 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
John M McCardell Jr
Vice-Chancellor/President	$551,054	$0	$0	$0	$18,762	$0	$40,500	$0	$45,832	$0	$656,148	$0	$0	$0
Nancy Berner
Provost	$218,104	$0	$0	$0	$258	$0	$32,250	$0	$8,839	$0	$259,451	$0	$0	$0
Terry Papillon
Dean of the College	$197,526	$0	$0	$0	$258	$0	$20,850	$0	$2,044	$0	$220,678	$0	$0	$0
Jay Fisher
VP of Advancement	$188,571	$0	$0	$0	$396	$0	$20,000	$0	$10,734	$0	$219,701	$0	$0	$0
Donna Pierce
Legal Counsel	$205,150	$0	$0	$0	$762	$0	$19,100	$0	$26,520	$0	$251,532	$0	$0	$0
Earl Williams
Treasurer	$200,314	$0	$0	$0	$258	$0	$20,400	$0	$22,614	$0	$243,586	$0	$0	$0
Lee Ann Backlund
Dean of Admission	$180,409	$0	$0	$0	$396	$0	$18,905	$0	$26,505	$0	$226,215	$0	$0	$0
Neil Alexander
Dean of School of Theology	$161,521	$0	$0	$0	$792	$0	$35,955	$0	$2,182	$0	$200,450	$0	$0	$0
William Gentry
Dean of Students	$204,196	$0	$0	$0	$138	$0	$20,750	$0	$21,537	$0	$246,621	$0	$0	$0
Eugene Prunty
Professor	$194,560	$0	$0	$0	$1,199	$0	$30,095	$0	$26,588	$0	$252,442	$0	$0	$0
Yasmeen Mojiuddin
Professor	$144,045	$0	$0	$0	$210	$0	$17,432	$0	$26,010	$0	$187,697	$0	$0	$0
Eric Hartman
VP Risk Assessment	$147,363	$0	$0	$0	$90	$0	$15,950	$0	$20,293	$0	$183,696	$0	$0	$0
Vicki Sells
Assoc Provost IT	$151,587	$0	$0	$0	$396	$0	$15,528	$0	$20,262	$0	$187,773	$0	$0	$0
John Swallow
Former Provost	$162,698	$0	$0	$0	$45	$0	$13,125	$0	$10,525	$0	$186,393	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule J, Part I, Line 1a	FormAndLineReferenceDesc
Explanation	THE UNIVERSITY PROVIDES HOUSING AND CERTAIN CUSTODIAL SERVICES FOR THE VICE CHANCELLOR AS A CONDITION OF EMPLOYMENT SO THAT HE 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).	ExplanationTxt

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	353325DG5	2012-11-08	$41,051,769	Dorm Renovation and New Dorm Construction	0	0	0
Franklin Co Health and Education Facilities Board
B	521282324	353325DH3	2014-09-01	$27,321,337	Redemption of Prior Bonds and Deferred Maintenance	0	0	0
Franklin Co Health and Education Facilities Board
C	521282324	353325ED1	2015-04-01	$7,031,896	Dormitory Constuctions	0	0	0
Franklin Co Health and Education Facilities Board
D	521282324		2016-07-21	$3,000,000	Dorm Renovation	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	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$2,900,000	$0	$41,051,769	$0	$0	$0	$298,972	$0	$0	$38,112,311	$2,939,458	$0	2016	Yes (1)	Yes (1)	Yes (1)	Yes (1)
B	$2,745,000	$0	$27,321,337	$0	$0	$0	$128,250	$0	$0	$14,239,474	$12,956,842	$0	2016	Yes (1)	Yes (1)	Yes (1)	Yes (1)
C	$0	$0	$7,031,896	$0	$0	$0	$91,535	$0	$0	$7,031,896	$0	$0	2016	Yes (1)	Yes (1)	Yes (1)	Yes (1)
D	$312,294	$0	$3,000,000	$0	$0	$0	$0	$0	$0	$3,000,000	$0	$0	2017	0	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	Exception To RebateExceptionToRebateInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	0	Yes (1)	Yes (1)
B	Yes (1)	0	Yes (1)
C	Yes (1)	0	Yes (1)
D	0	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)

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	2017-10-24	BondIssuedDt
Issue Price	$1,200,000	IssuePriceAmt
Purpose	Library Renovation	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	$422,940	RetiredAmt
Bond Defeased	$0	BondDefeasedAmt
Total Proceeds	$1,200,000	TotalProceedsAmt
In Reserve Fund	$0	InReserveFundAmt
Capitalized Interest	$0	CapitalizedInterestAmt
Refunding Escrow	$0	RefundingEscrowAmt
Issuance Costs From Proceeds	$17,500	IssuanceCostsFromProceedsAmt
Credit Enhancement	$0	CreditEnhancementAmt
Working Capital Expenditures	$0	WorkingCapitalExpendituresAmt
Capital Expenditures	$1,182,500	CapitalExpendituresAmt
Other Spent Proceeds	$0	OtherSpentProceedsAmt
Unspent	$0	UnspentAmt
Substantial Completion	2018	SubstantialCompletionYr
Current Refunding	0	CurrentRefundingInd
Advance Refunding	0	AdvanceRefundingInd
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	Yes (1)	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	$80,372	Need Based	Room, Board, Tuition Assistance
Various
Board and Others	$65,610	Merit Based	Room, Board, Tuition Assistance

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	67	ContributionCnt
Noncash Contributions Rpt F990	$4,371,495	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Quoted Price	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	Horse	2	$0	No revenue recorded.
Yes (X)	Jukebox	1	$0	No revenue reported.
Yes (X)	China Set	1	$0	No revenue reported.

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

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule M, Part I, Line 33	FormAndLineReferenceDesc
Explanation	Revenues are not recognized for non-cash contributions (gifts-in-kind) when the related asset is not recognized on the balance sheet.	ExplanationTxt

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 UNIVERSITY'S CHARTER, EXCEPT SUCH POWERS EXPRESSLY RESERVED BY THE BOARD OF TRUSTEES.
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 DISCLOSED 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.

Reasonable Cause Explanation ReasonableCauseExplanation

Field	Value	IRS element (for citing)
Explanation	Filed an extension.	ExplanationTxt