VANDERBILT UNIVERSITY: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
VANDERBILT UNIVERSITY (EIN 62-0476822)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-13
IRS object ID
201941339349305274
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-13T14:30:34-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134008324PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRICEWATERHOUSECOOPERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 13TH ST NW STE 1000AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200053014ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN620476822EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Vanderbilt UniversityBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlVANDBusinessNameControlTxt
Phone6153436601PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PMB 406310 2301 Vanderbilt PlaceAddressLine1Txt
CityNashvilleCityNm
State AbbreviationTNStateAbbreviationCd
ZIP372406310ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRETT SWEETPersonNm
Person TitleCFOPersonTitleTxt
Signature2019-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRAVIS PATTONPreparerPersonNm
PTINP00369623PTIN
Phone2024141000PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Nicholas S ZepposBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1211 Kirkland 2201 WestendAddressLine1Txt
CityNashvilleCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37240ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$9,218,275,233GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.vanderbilt.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1873FormationYr
Legal Domicile StateTNLegalDomicileStateCd
Activity Or MissionSee Schedule OActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee13319TotalEmployeeCnt
Total Volunteers15200TotalVolunteersCnt
Total Gross UBI$6,530,001TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$8,813,288NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$306,804,251PYContributionsGrantsAmt
CY Contributions Grants$316,042,655CYContributionsGrantsAmt
PY Program Service Revenue$1,019,724,693PYProgramServiceRevenueAmt
CY Program Service Revenue$1,055,312,995CYProgramServiceRevenueAmt
PY Investment Income$275,252,963PYInvestmentIncomeAmt
CY Investment Income$306,495,756CYInvestmentIncomeAmt
PY Other Revenue$19,894,016PYOtherRevenueAmt
CY Other Revenue$25,905,322CYOtherRevenueAmt
PY Total Revenue$1,621,675,923PYTotalRevenueAmt
CY Total Revenue$1,703,756,728CYTotalRevenueAmt
PY Grants And Similar Paid$354,596,697PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$364,443,873CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$641,942,595PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$661,180,074CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$608,504PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$546,790CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$32,405,019CYTotalFundraisingExpenseAmt
PY Other Expenses$495,227,965PYOtherExpensesAmt
CY Other Expenses$472,919,485CYOtherExpensesAmt
PY Total Expenses$1,492,375,761PYTotalExpensesAmt
CY Total Expenses$1,499,090,222CYTotalExpensesAmt
PY Revenues Less Expenses$129,300,162PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$204,666,506CYRevenuesLessExpensesAmt
Total Assets BOY$6,818,430,554TotalAssetsBOYAmt
Total Assets EOY$7,199,658,829TotalAssetsEOYAmt
Total Liabilities BOY$1,051,263,348TotalLiabilitiesBOYAmt
Total Liabilities EOY$922,407,562TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,767,167,206NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,277,251,267NetAssetsOrFundBalancesEOYAmt
MissionSee Schedule OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,126,397,238ExpenseAmt
Grant$312,213,353GrantAmt
Revenue$1,035,192,886RevenueAmt
DescSee Schedule O - EducationDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$177,276,879ExpenseAmt
Grant$52,230,520GrantAmt
Revenue$20,120,109RevenueAmt
DescSee Schedule O - Academic and Scientific ResearchDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,303,674,117TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountYes (true)EscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document13959IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee13319EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryHKForeignCountryCd
Foreign CountryHUForeignCountryCd
Foreign CountryICForeignCountryCd
Foreign CountryINForeignCountryCd
Foreign CountryARForeignCountryCd
Foreign CountryIDForeignCountryCd
Foreign CountryISForeignCountryCd
Foreign CountryITForeignCountryCd
Foreign CountryJAForeignCountryCd
Foreign CountryKEForeignCountryCd
Foreign CountryKSForeignCountryCd
Foreign CountryMIForeignCountryCd
Foreign CountryMYForeignCountryCd
Foreign CountryASForeignCountryCd
Foreign CountryMPForeignCountryCd
Foreign CountryMXForeignCountryCd
Foreign CountryAUForeignCountryCd
Foreign CountryMOForeignCountryCd
Foreign CountryWAForeignCountryCd
Foreign CountryNLForeignCountryCd
Foreign CountryNZForeignCountryCd
Foreign CountryNIForeignCountryCd
Foreign CountryNOForeignCountryCd
Foreign CountryRPForeignCountryCd
Foreign CountryPLForeignCountryCd
Foreign CountryPOForeignCountryCd
Foreign CountrySNForeignCountryCd
Foreign CountryLOForeignCountryCd
Foreign CountrySIForeignCountryCd
Foreign CountrySFForeignCountryCd
Foreign CountrySPForeignCountryCd
Foreign CountryCEForeignCountryCd
Foreign CountryWZForeignCountryCd
Foreign CountrySWForeignCountryCd
Foreign CountrySZForeignCountryCd
Foreign CountryTWForeignCountryCd
Foreign CountryTZForeignCountryCd
Foreign CountryTHForeignCountryCd
Foreign CountryTSForeignCountryCd
Foreign CountryTUForeignCountryCd
Foreign CountryBEForeignCountryCd
Foreign CountryUGForeignCountryCd
Foreign CountryAEForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryVMForeignCountryCd
Foreign CountryZAForeignCountryCd
Foreign CountryBDForeignCountryCd
Foreign CountryBCForeignCountryCd
Foreign CountryBRForeignCountryCd
Foreign CountryCAForeignCountryCd
Foreign CountryCIForeignCountryCd
Foreign CountryCHForeignCountryCd
Foreign CountryCOForeignCountryCd
Foreign CountryIVForeignCountryCd
Foreign CountryHRForeignCountryCd
Foreign CountryDAForeignCountryCd
Foreign CountryEGForeignCountryCd
Foreign CountryENForeignCountryCd
Foreign CountryFIForeignCountryCd
Foreign CountryFRForeignCountryCd
Foreign CountryGMForeignCountryCd
Foreign CountryGHForeignCountryCd
Foreign CountryGRForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members22GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Dalana RobertsonBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6153436601PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 21st Avenue South Suite 900AddressLine1Txt
CityNashvilleCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37203ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Nicholas S Zeppos
See Schedule O50.00.0Yes (X)Yes (X)$1,510,325$0$451,293
Greg S Allen
Trustee1.00.0Yes (X)$0$0$0
Lee M Bass
Trustee1.00.0Yes (X)$0$0$0
Adolpho A Birch III
Trustee1.00.0Yes (X)$0$0$0
Shirley M Collado
Secretary1.00.0Yes (X)$0$0$0
Daniel M Crown
Trustee1.00.0Yes (X)$0$0$0
Charles H Esserman
Trustee1.00.0Yes (X)$0$0$0
Bruce R Evans
Chairman1.00.0Yes (X)$0$0$0
Jay C Hoag
Trustee1.00.0Yes (X)$0$0$0
John R Ingram
Trustee1.00.0Yes (X)$0$0$0
Kathleen E Justice-Moore
Trustee1.00.0Yes (X)$0$0$0
Carrol E Kimball
Trustee1.00.0Yes (X)$0$0$0
Steven H Madden Sr
Trustee1.00.0Yes (X)$0$0$0
Mark P Mays
Trustee1.00.0Yes (X)$0$0$0
Courtney C Pastrick
Trustee1.00.0Yes (X)$0$0$0
David W Patterson
Trustee1.00.0Yes (X)$0$0$0
H Ross Perot Jr
Trustee1.00.0Yes (X)$0$0$0
Jeffrey J Rothschild
Trustee1.00.0Yes (X)$0$0$0
Sidanth Sapru
Trustee1.00.0Yes (X)$0$0$0
Robert C Schiff Jr
Trustee1.00.0Yes (X)$0$0$0
Alexander C Taylor
Trustee1.00.0Yes (X)$0$0$0
Patricia E White
Trustee1.00.0Yes (X)$0$0$0
Mark Wilf
Trustee1.00.0Yes (X)$0$0$0
Jon Winkelried
Vice-Chairman1.00.0Yes (X)$0$0$0
Audrey J Anderson
See Schedule O50.00.1Yes (X)$823,180$0$103,908
Steve Ertel
See Schedule O50.00.0Yes (X)$332,919$0$34,797
Nathan Green
See Schedule O50.00.0Yes (X)$298,500$0$35,015
Anders W Hall
See Schedule O50.04.0Yes (X)$932,378$0$547,795
Eric C Kopstain
See Schedule O50.00.3Yes (X)$523,045$0$28,193
John M Lutz
See Schedule O50.00.0Yes (X)$1,004,184$0$130,346
Tina Smith
See Schedule O50.00.0Yes (X)$237,237$0$21,445
Susie S Stalcup
See Schedule O50.00.0Yes (X)$650,670$0$21,884
Brett C Sweet
See Schedule O50.01.3Yes (X)$1,607,630$0$84,534
Susan Wente
See Schedule O50.00.4Yes (X)$810,272$0$50,659
David Williams II
See Schedule O50.00.8Yes (X)$1,060,100$0$43,918
Lauren Benton
See Schedule O50.00.0$721,787$0$44,671Yes (X)
Lawrence J Marnett
See Schedule O50.00.0$580,760$0$48,772Yes (X)
Timothy C Corbin
See Schedule O50.00.0$1,182,417$0$135,745Yes (X)
Bryce Drew
See Schedule O50.00.0$1,901,923$0$80,168Yes (X)
Derek Mason
See Schedule O50.00.0$3,158,194$0$210,050Yes (X)
Hunter McCrossin
See Schedule O50.02.0$1,149,394$0$302,164Yes (X)
Travis W Shore
See Schedule O50.05.0$1,065,458$0$269,492Yes (X)
George C Hill
See Schedule O50.00.0$204,007$0$9,713Yes (X)
Richard C McCarty
See Schedule O50.00.0$549,625$0$32,265Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$20,304,005TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$2,686,827TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1255IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtAddress Line2ContractorAddress/USAddress/AddressLine2TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Vanderbilt University Medical Center
1161 21st Ave SD-3300 MCNNashvilleTN37232Affiliation Services$61,071,344
RC Matthews Contractor
300 BroadwayPO Box 24687NashvilleTN37201Construction Services$39,562,931
Clark Parent a Joint Venture
7500 Old Georgetown RoadBethesdaMD20814Construction Services$11,173,559
Hastings Architecture Associates LLC
127 3rd Ave SNashvilleTN37201Architecture Services$10,213,427
Burns Services Inc
2320 Clifton AvenueNashvilleTN37209Construction Services$7,933,935
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K180CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Fundraising$93,175FundraisingAmt
Government Grants$200,599,730GovernmentGrantsAmt
All Other Contributions$115,349,750AllOtherContributionsAmt
Noncash Contributions$20,272,334NoncashContributionsAmt
Total Contributions$316,042,655TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Tuition and Fees611310$544,423,718$544,423,718
Affilliated Entity Rev611310$321,331,500$321,331,500
Room, Board & Auxiliary611310$149,968,573$147,384,346$2,584,227
Research & Other Contr611310$20,120,109$20,120,109
Other Auxiliary611310$5,933,591$5,849,693$83,898

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,535,504TotalRevenueColumnAmt
Related Or Exempt Func Income$13,535,504RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,055,312,995TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,396,040TotalRevenueColumnAmt
Unrelated Business Revenue-$3,429,475UnrelatedBusinessRevenueAmt
Exclusion$22,825,515ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,279,438TotalRevenueColumnAmt
Unrelated Business Revenue$12,282UnrelatedBusinessRevenueAmt
Exclusion$19,267,156ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$9,239,006RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$2,648,725RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$6,590,281RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,590,281TotalRevenueColumnAmt
Exclusion$6,590,281ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,798,905,642SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$7,511,805,926SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$287,099,716SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$287,099,716TotalRevenueColumnAmt
Unrelated Business Revenue$7,279,069UnrelatedBusinessRevenueAmt
Exclusion$279,820,647ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$99,457FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$93,175ContriRptFundraisingEventAmt
Fundraising Direct Expenses$63,854FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,603TotalRevenueColumnAmt
Exclusion$35,603ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,703,756,728TotalRevenueColumnAmt
Related Or Exempt Func Income$1,052,644,870RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$6,530,001UnrelatedBusinessRevenueAmt
Exclusion$328,539,202ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$51,409,352TotalAmt
Program Services$51,409,352ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$312,213,353TotalAmt
Program Services$312,213,353ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$821,168TotalAmt
Program Services$821,168ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$13,501,745TotalAmt
Program Services$2,955,985ProgramServicesAmt
Management And General$8,738,589ManagementAndGeneralAmt
Fundraising$1,807,171FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$2,312,888TotalAmt
Program Services$2,168,467ProgramServicesAmt
Management And General$144,421ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$531,843,010TotalAmt
Program Services$470,438,233ProgramServicesAmt
Management And General$46,124,366ManagementAndGeneralAmt
Fundraising$15,280,411FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$28,592,835TotalAmt
Program Services$25,291,604ProgramServicesAmt
Management And General$2,479,729ManagementAndGeneralAmt
Fundraising$821,502FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$52,111,825TotalAmt
Program Services$42,386,522ProgramServicesAmt
Management And General$7,845,064ManagementAndGeneralAmt
Fundraising$1,880,239FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$32,817,771TotalAmt
Program Services$29,028,743ProgramServicesAmt
Management And General$2,846,139ManagementAndGeneralAmt
Fundraising$942,889FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$380,167TotalAmt
Management And General$380,167ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$8,793,260TotalAmt
Management And General$8,793,260ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,075,555TotalAmt
Management And General$1,075,555ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$546,790TotalAmt
Fundraising$546,790FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$30,984,318TotalAmt
Management And General$30,984,318ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$51,696,098TotalAmt
Program Services$45,516,459ProgramServicesAmt
Management And General$5,378,229ManagementAndGeneralAmt
Fundraising$801,410FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$7,732,047TotalAmt
Program Services$7,240,787ProgramServicesAmt
Management And General$299,755ManagementAndGeneralAmt
Fundraising$191,505FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$67,624,160TotalAmt
Program Services$59,246,416ProgramServicesAmt
Management And General$7,047,416ManagementAndGeneralAmt
Fundraising$1,330,328FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$24,554,483TotalAmt
Program Services$22,582,051ProgramServicesAmt
Management And General$1,713,596ManagementAndGeneralAmt
Fundraising$258,836FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$6,816,318TotalAmt
Program Services$6,816,318ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$82,030,545TotalAmt
Program Services$62,731,856ProgramServicesAmt
Management And General$16,701,980ManagementAndGeneralAmt
Fundraising$2,596,709FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$25,516,742TotalAmt
Program Services$23,279,016ProgramServicesAmt
Management And General$1,267,996ManagementAndGeneralAmt
Fundraising$969,730FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,165,086TotalAmt
Program Services$4,369,375ProgramServicesAmt
Management And General$774,482ManagementAndGeneralAmt
Fundraising$21,229FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$10,779,697TotalAmt
Program Services$10,779,697ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$86,292,490TotalAmt
Program Services$73,960,346ProgramServicesAmt
Management And General$10,287,157ManagementAndGeneralAmt
Fundraising$2,044,987FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,369,026TotalAmt
Program Services$9,294,178ProgramServicesAmt
Fundraising$74,848FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmt
Other program$24,225,970$24,225,970
Other library$17,035,834$16,918,221$117,613

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$12,847,689TotalAmt
Program Services$0ProgramServicesAmt
Management And General$10,128,867ManagementAndGeneralAmt
Fundraising$2,718,822FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,499,090,222TotalAmt
Program Services$1,303,674,117ProgramServicesAmt
Management And General$163,011,086ManagementAndGeneralAmt
Fundraising$32,405,019FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$185,235,297BOYAmt
EOY$186,434,732EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$748,426,909BOYAmt
EOY$413,599,658EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$104,627,980BOYAmt
EOY$133,441,916EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$111,105,056BOYAmt
EOY$115,512,670EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$291,667BOYAmt
EOY$191,667EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$59,500BOYAmt
EOY$8,500EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$96,499,891BOYAmt
EOY$97,669,167EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$542,220BOYAmt
EOY$295,404EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$18,442,955BOYAmt
EOY$23,937,893EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,171,459,739LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,095,079,816LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,002,631,372BOYAmt
EOY$1,076,379,923EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,816,295,694BOYAmt
EOY$3,113,546,626EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,700,990,650BOYAmt
EOY$2,012,626,534EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$33,252,821BOYAmt
EOY$25,966,418EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$28,542BOYAmt
EOY$47,721EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,818,430,554BOYAmt
EOY$7,199,658,829EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$165,030,111BOYAmt
EOY$172,401,336EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$3,018,905BOYAmt
EOY$4,538,795EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$46,063,628BOYAmt
EOY$49,527,358EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$114,179,800BOYAmt
EOY$117,702,205EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$427,358BOYAmt
EOY$130,390EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$253,005,848BOYAmt
EOY$248,121,861EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$469,537,698BOYAmt
EOY$329,985,617EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,051,263,348BOYAmt
EOY$922,407,562EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,056,528,763BOYAmt
EOY$3,296,601,524EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,385,442,597BOYAmt
EOY$1,584,261,088EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,325,195,846BOYAmt
EOY$1,396,388,655EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,767,167,206BOYAmt
EOY$6,277,251,267EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,818,430,554BOYAmt
EOY$7,199,658,829EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$204,666,506ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$317,487,973NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$12,070,418OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$494,500,126CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$469,664,344CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$488,603,616CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$306,804,251CurrentTaxYearMinus1YearAmt
Current Tax Year$316,042,655CurrentTaxYearAmt
Total$2,075,614,992TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$494,500,126CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$469,664,344CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$488,603,616CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$306,804,251CurrentTaxYearMinus1YearAmt
Current Tax Year$316,042,655CurrentTaxYearAmt
Total$2,075,614,992TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$2,075,614,992PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$138,255,832CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,467,670CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$49,271,521CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$43,041,890CurrentTaxYearMinus1YearAmt
Current Tax Year$51,331,677CurrentTaxYearAmt
Total$301,368,590TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,535,825CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,824,998CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$404,224CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$104,778CurrentTaxYearMinus1YearAmt
Current Tax Year$99,457CurrentTaxYearAmt
Total$35,969,282TotalAmt
FieldValueIRS element (for citing)
Total Support$2,412,952,864TotalSupportAmt
Gross Receipts Rltd Activities$12,729,094,817GrossReceiptsRltdActivitiesAmt
Public Support CY1700.8602PublicSupportCY170Pct
Public Support PY1700.8122PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - GROSS FUNDRAISING REVENUE AND MISC. OPERATING INCOME, COLUMN A - 4535825.0, COLUMN B - 30824998.0, COLUMN C - 404224.0, COLUMN D - 104778.0, COLUMN E - 99457.0, COLUMN F - 35969282.0;ExplanationTxt

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$106,151FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$106,151FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,483,499,485FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,483,605,636FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$357,019CurrentYearMinus3Amt
Current Year Minus2$458,726CurrentYearMinus2Amt
Current Year Minus1$280,327CurrentYearMinus1Amt
Current Year$106,151CurrentYearAmt
Total$1,202,223TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$0TotalAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$4,724,584AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

FieldValueIRS element (for citing)
Collection Used Other PurposesYes (X)CollectionUsedOtherPurposesInd
Other PurposesEducationOtherPurposesDesc
FieldValueIRS element (for citing)
Solicited Assets SaleYes (true)SolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,136,465,261BeginningYearBalanceAmt
Contributions$172,664,350ContributionsAmt
Investment Earnings Or Losses$519,217,263InvestmentEarningsOrLossesAmt
Grants Or Scholarships$115,304,268GrantsOrScholarshipsAmt
Other Expenditures$91,535,316OtherExpendituresAmt
Administrative Expenses$13,045,999AdministrativeExpensesAmt
End Year Balance$4,608,461,291EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,795,585,401BeginningYearBalanceAmt
Contributions$129,140,956ContributionsAmt
Investment Earnings Or Losses$428,676,790InvestmentEarningsOrLossesAmt
Grants Or Scholarships$109,451,788GrantsOrScholarshipsAmt
Other Expenditures$93,745,467OtherExpendituresAmt
Administrative Expenses$13,740,631AdministrativeExpensesAmt
End Year Balance$4,136,465,261EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,093,387,484BeginningYearBalanceAmt
Contributions$154,345,834ContributionsAmt
Investment Earnings Or Losses-$172,420,504InvestmentEarningsOrLossesAmt
Grants Or Scholarships$103,887,979GrantsOrScholarshipsAmt
Other Expenditures$162,527,753OtherExpendituresAmt
Administrative Expenses$13,311,681AdministrativeExpensesAmt
End Year Balance$3,795,585,401EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,046,250,379BeginningYearBalanceAmt
Contributions$75,832,665ContributionsAmt
Investment Earnings Or Losses$148,787,412InvestmentEarningsOrLossesAmt
Grants Or Scholarships$75,364,887GrantsOrScholarshipsAmt
Other Expenditures$89,465,646OtherExpendituresAmt
Administrative Expenses$12,652,439AdministrativeExpensesAmt
End Year Balance$4,093,387,484EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,635,343,038BeginningYearBalanceAmt
Contributions$88,751,983ContributionsAmt
Investment Earnings Or Losses$491,337,590InvestmentEarningsOrLossesAmt
Grants Or Scholarships$69,952,281GrantsOrScholarshipsAmt
Other Expenditures$87,607,660OtherExpendituresAmt
Administrative Expenses$11,622,291AdministrativeExpensesAmt
End Year Balance$4,046,250,379EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.3967BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.278PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.3253TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$91,776,308OtherCostOrOtherBasisAmt
Book Value$91,776,308BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,492,142,420OtherCostOrOtherBasisAmt
Depreciation$813,526,759DepreciationAmt
Book Value$678,615,661BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$15,300,299OtherCostOrOtherBasisAmt
Depreciation$4,759,839DepreciationAmt
Book Value$10,540,460BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$387,880,265OtherCostOrOtherBasisAmt
Depreciation$260,285,659DepreciationAmt
Book Value$127,594,606BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$184,360,447OtherCostOrOtherBasisAmt
Depreciation$16,507,559DepreciationAmt
Book Value$167,852,888BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,076,379,923TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$2,368,221BookValueAmt
Method ValuationCMethodValuationCd

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Limited Partnerships$1,680,567,809F
Interests in trusts held by others$30,752,339F
Other Investments & Securities$249,521,404F
Minority Interest$49,416,761F
FieldValueIRS element (for citing)
Total Book Value Securities$2,012,626,534TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
Actuarial Liability for Annuities Payable$29,181,606
Actuarial Liability for Self Insurance$6,421,668
Fair Value of Interest Rate Exchange Agreements Liability$28,088,588
Government Advances for Student Loans$25,601,171
Fair Value of Securities Sold Short$240,447,000
State and Local Taxes Payable$245,584
FieldValueIRS element (for citing)
Total Liability$329,985,617TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 5 Solicitation of Art, etc.Vanderbilt University solicited works of art to be sold at fundraising events in silent auctions. The fair market value of these items can range in value, and in FY18 the fair market value of these items did not meet the thresholds required for Form 8282 to be filed.
Schedule D, Part III, Line 4 Collections of art - description of collectionsVanderbilt University maintains various collections of art, historical treasures and other similar assets in departments across the University. Such collections include, but are not limited to, historical drawings; historical scientific instruments; historical furniture; paintings; photography; book collections; and other similar items and artifacts. All such collections further Vanderbilt's exempt purpose by providing historical materials for students and researchers, and by providing cultural, historical and educational opportunities to Vanderbilt University students and the community at large through exhibits, displays, and loan or exchange programs.
Schedule D, Part IV, Line 2b Explanation of escrow agreementAgency funds are held by Vanderbilt university, which serves as a custodian or fiscal agent for student groups and other university related organizations.
Schedule D, Part V, Line 4 Intended uses of endowment fundsVanderbilt University's endowment funds, as related to Part V, are intended to be used for scholarships, fellowships, endowed academic chair support, and capital and operational support.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteVanderbilt is a tax-exempt organization as described in Section 501(c)(3) of the Internal Revenue Code (the Code), and generally is exempt from federal income taxes on related income pursuant to Section 501(a) of the code. Vanderbilt is, however, subject to federal and state income tax on unrelated business income, and provision for such taxes is included in the consolidated financial statements. Vanderbilt regularly evaluates its tax position and does not believe it has any material uncertain tax positions that require disclosure or adjustment to the consolidated financial statements.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYVanderbilt University's nondiscrimination policy is widely disseminated through newspapers or broadcast media, various university-related websites, online application portals, orientation sessions, publication in catalogs, application materials and handbooks. In compliance with federal law, including the provisions of Title VI and Title VII of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, Sections 503 and 504 of the Rehabilitation Act of 1973, the Americans with Disabilities Act (ADA) of 1990, the ADA Amendments Act of 2008, Executive Order 11246, and the Vietnam Era Veterans Readjustment Assistance Act of 1974 as amended by the Jobs for Veterans Act, and the Uniformed Services Employment and Reemployment Rights Act, as amended, and the Genetic Information Nondiscrimination Act of 2008, Vanderbilt University does not discriminate against individuals on the basis of their race, sex, sexual orientation, gender identity, religion, color, national or ethnic origin, age, disability, military service, covered veterans status, or genetic information in its administration of educational policies, programs, or activities, admissions policies, scholarship and loan programs, athletic or other University-administered programs, or employment. In addition, the university does not discriminate against individuals on the basis of their gender expression consistent with the university's nondiscrimination policy.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTVanderbilt University participates in the following programs: Federal Pell Grants, Federal Supplemental Educational Opportunity Grants (FSEOG), Federal Direct Stafford Subsidized/Unsubsidized Loans, Federal Perkins Loans, Federal Direct Graduate Plus Loans, Federal Direct Parent Loan for Undergraduate Students (PLUS Loans), Federal Work Study Program, Tennessee Student Assistance Awards, and the Tennessee Education Lottery Scholarship Program. Vanderbilt University also receives various federal and state grants and contracts for academic and scientific research.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (32 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
East Asia and the Pacific00Fundraising$573
Europe (Including Iceland and Greenland)00Fundraising$7,447
South America00Fundraising$7,313
Central America and the Caribbean00Investments$529,159,340
East Asia and the Pacific05Investments$97,616,937
Europe (Including Iceland and Greenland)04Investments$281,761,184
North America (Canada & Mexico only)00Investments$14,185,801
Sub-Saharan Africa00Investments$29,972,946
Central America and the Caribbean07Grantmaking$244,526
East Asia and the Pacific03Grantmaking$217,427
Europe (Including Iceland and Greenland)02Grantmaking$160,789
North America (Canada & Mexico only)02Grantmaking$130,080
South America01Grantmaking$18,486
Sub-Saharan Africa01Grantmaking$49,860
Central America and the Caribbean09,Send Agents to Attend and Speak at Seminars and Conferences$15,450
East Asia and the Pacific094,Send Agents to Attend and Speak at Seminars and Conferences$269,342
Europe (Including Iceland and Greenland)0330,Send Agents to Attend and Speak at Seminars and Conferences$765,986
Middle East and North Africa07,Send Agents to Attend and Speak at Seminars and Conferences$16,535
North America (Canada & Mexico only)0155,Send Agents to Attend and Speak at Seminars and Conferences$216,874
Russia and Neighboring States06,Send Agents to Attend and Speak at Seminars and Conferences$5,857
South America020,Send Agents to Attend and Speak at Seminars and Conferences$30,920
South Asia014,Send Agents to Attend and Speak at Seminars and Conferences$42,122
Sub-Saharan Africa08,Send Agents to Attend and Speak at Seminars and Conferences$28,811
Central America and the Caribbean051Program Services$267,164Education, Research
East Asia and the Pacific0139Program Services$722,132Education, Research
Europe (Including Iceland and Greenland)2437Program Services$1,555,793Education, Research
Middle East and North Africa044Program Services$274,608Education, Research
North America (Canada & Mexico only)0114Program Services$159,158Education, Research
Russia and Neighboring States09Program Services$15,815Education, Research
South America083Program Services$257,115Education, Research
South Asia035Program Services$123,673Education, Research
Sub-Saharan Africa034Program Services$128,406Education, Research
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees458SubtotalEmployeesCnt
Continuation Total Office2ContinuationTotalOfficeCnt
Continuation Total Employee1156ContinuationTotalEmployeeCnt
Total Office2TotalOfficeCnt
Total Employee1614TotalEmployeeCnt
Subtotal Spent$953,817,501SubtotalSpentAmt
Continuation Spent$4,610,969ContinuationSpentAmt
Total Spent$958,428,470TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (14 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
Central America and the CaribbeanResearch$32,705WireNot ApplicableNot Applicable
Central America and the CaribbeanResearch$80,451WireNot ApplicableNot Applicable
Central America and the CaribbeanResearch$25,265WireNot applicableNot applicable
Central America and the CaribbeanResearch$55,760WireNot applicableNot applicable
Central America and the CaribbeanResearch$24,044WireNot applicableNot applicable
East Asia and the PacificResearch$48,691WireNot applicableNot applicable
East Asia and the PacificResearch$85,814WireNot applicableNot applicable
East Asia and the PacificInstruction$82,922WireNot applicableNot applicable
Europe (Including Iceland and Greenland)Research$139,269WireNot applicableNot applicable
Europe (Including Iceland and Greenland)Research$21,520WireNot applicableNot applicable
North America (Canada & Mexico only)Research$22,544WireNot applicableNot applicable
North America (Canada & Mexico only)Research$107,536WireNot applicableNot applicable
South AmericaResearch$18,486WireNot applicableNot applicable
Sub-Saharan AfricaInstruction$49,860WireNot applicableNot applicable
FieldValueIRS element (for citing)
Total501c3 Org9Total501c3OrgCnt
Total Other Org5TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp

FieldValueIRS element (for citing)
Type Of AssistanceCash Assistance to Conduct SurveysTypeOfAssistanceTxt
RegionCentral America and the CaribbeanRegionTxt
Recipient2RecipientCnt
Cash Grant$26,301CashGrantAmt
Manner Of Cash DisbursementWireMannerOfCashDisbursementTxt
Description Of Non Cash AsstNot applicableDescriptionOfNonCashAsstTxt
Valuation Method UsedNot applicableValuationMethodUsedDesc
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsVanderbilt University maintains a formal policy defining its procedures for monitoring the use of sponsored funds by subrecipients located outside the United States who are performing a portion of a sponsored project externally awarded to Vanderbilt. The policy provides guidance to ensure that subrecipients conduct their portions of the sponsored projects in compliance with laws, regulations and terms and conditions of awards and subawards and that reimbursed costs incurred by subrecipients are allowed. The policy addresses the roles and responsibilities of the central offices and academic departments of the university and describes the monitoring procedures for each area. The full text of Vanderbilt's Subrecipient Monitoring Guidelines is available online at the following web address: HTTP://WWW.VANDERBILT.EDU/OCGA/DOCS/VUPOLICIES/SUBRECIPIENT/REVISEDVUSUBRECIPIENTMONITO RINGGUIDELINES_EFFECTIVE12_26_2014.PDF
Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDSVanderbilt University maintains a formal policy defining its procedures for monitoring the use of sponsored funds by subrecipients located outside the United States who are performing a portion of a sponsored project externally awarded to Vanderbilt. The policy provides guidance to ensure that subrecipients conduct their portions of the sponsored projects in compliance with laws, regulations and terms and conditions of awards and subawards and that reimbursed costs incurred by subrecipients are allowed. The policy addresses the roles and responsibilities of the central offices and academic departments of the university and describes the monitoring procedures for each area. The full text of Vanderbilt's Subrecipient Monitoring Guidelines is available online at the following web address: HTTP://WWW.VANDERBILT.EDU/OCGA/DOCS/VUPOLICIES/SUBRECIPIENT/REVISEDVUSUBRECIPIENTMONITO RINGGUIDELINES_EFFECTIVE12_26_2014.PDF

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmtAddress Line2USAddress/AddressLine2Txt
Ruffalo Noel Levitz LLC
65 Kirkwood North Rd SWCedar RapidsIA52404Call Centerfalse$886,873$432,175$454,698
Washburn & McGoldrick LLC
24 N Bryn Mawr Ave 252Bryn MawrPA19010Consultingfalse$60,040-$60,040
Crabtree Lane LLC
26 Walsh AveBarringtonRI02806Consultingfalse$45,000-$45,000
Pentera LLC
8650 Commerce Park Place Building AIndianapolisIN46268Consultingfalse$9,575-$9,575Suite G
FieldValueIRS element (for citing)
Total Gross Receipts$886,873TotalGrossReceiptsAmt
Total Retained By Contractors$546,790TotalRetainedByContractorsAmt
Total Net To Organization$340,083TotalNetToOrganizationAmt

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Vandy Golf DayEvent1Nm
Gross Receipts Event1$77,566GrossReceiptsEvent1Amt
Charitable Contri Event1$49,127CharitableContriEvent1Amt
Gross Revenue Event1$28,439GrossRevenueEvent1Amt
Cash Prizes Event1$1,159CashPrizesEvent1Amt
Non Cash Prizes Event1$20NonCashPrizesEvent1Amt
Food And Beverage Event1$1,438FoodAndBeverageEvent1Amt
Entertainment Event1$12,600EntertainmentEvent1Amt
Other Direct Expenses Event1$6,507OtherDirectExpensesEvent1Amt
Event2PISF Silent AuctionEvent2Nm
Gross Receipts Event2$33,775GrossReceiptsEvent2Amt
Charitable Contri Event2$14,550CharitableContriEvent2Amt
Gross Revenue Event2$19,225GrossRevenueEvent2Amt
Food And Beverage Event2$1,161FoodAndBeverageEvent2Amt
Entertainment Event2$3,127EntertainmentEvent2Amt
Other Direct Expenses Event2$4,587OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$81,291GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$29,498CharitableContriOtherEventsAmt
Gross Revenue Other Events$51,793GrossRevenueOtherEventsAmt
Food And Beverage Other Events$29,413FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$3,842OthDirectExpnssOtherEventsAmt
Gross Receipts Total$192,632GrossReceiptsTotalAmt
Charitable Contributions Tot$93,175CharitableContributionsTotAmt
Gross Revenue Total Events$99,457GrossRevenueTotalEventsAmt
Cash Prizes Total Events$1,159CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$20NonCashPrizesTotalEventsAmt
Food And Beverage Total Events$32,012FoodAndBeverageTotalEventsAmt
Entertainment Total Events$15,727EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$14,936OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$63,854DirectExpenseSummaryEventsAmt
Net Income Summary$35,603NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule G, Part I, Line 2b(v) payment of fees or payment of expensesFormAndLineReferenceDesc
ExplanationRUFFALO NOEL LEVITZ LLC-THE TOTAL AMOUNT PAID TO RUFFALO NOEL LEVITZ LLC FOR FISCAL YEAR 2018 WAS $433,208 WHICH INCLUDES PROFESSIONAL FUNDRAISING FEES OF $432,175 AND FUNDRAISING EXPENSES OF $1,034. THE CONTRACT BETWEEN VANDERBILT UNIVERSITY AND RUFFALO NOEL LEVITZ LLC CALLS FOR THE REIMBURSEMENT OF FUNDRAISING EXPENSES INCURRED BY RUFFALO NOEL LEVITZ LLC, SUCH AS INTERNET FEES FOR THE CALL CENTER WHICH ARE INVOICED SEPARATELY FROM PROFESSIONAL SERVICE FEES.;WASHBURN & MCGOLDRICK, LLC-THE TOTAL AMOUNT PAID TO WASHBURN AND MCGOLDRICK LLC FOR FISCAL YEAR 2018 WAS $61,081 WHICH INCLUDES PROFESSIONAL FUNDRAISING FEES OF $60,040 AND FUNDRAISING EXPENSES OF $1,041. THE CONTRACT BETWEEN VANDERBILT UNIVERSITY AND WASHBURN AND MCGOLDRICK LLC CALLS FOR THE REIMBURSEMENT OF FUNDRAISING EXPENSES INCURRED BY WASHBURN AND MCGOLDRICK LLC, SUCH AS PRINTING AND POSTAGE, WHICH ARE INVOICED SEPARATELY FROM PROFESSIONAL SERVICE FEES.;CRABTREE LANE LLC-THE TOTAL AMOUNT PAID TO CRABTREE LANE LLC FOR FISCAL YEAR 2018 WAS $48,379 WHICH INCLUDES PROFESSIONAL FUNDRAISING FEES OF $45,000 AND FUNDRAISING EXPENSES OF $3,379. THE CONTRACT BETWEEN VANDERBILT UNIVERSITY AND CRABTREE LANE LLC CALLS FOR THE REIMBURSEMENT OF FUNDRAISING EXPENSES INCURRED BY CRABTREE LANE LLC, SUCH TRAVEL EXPENSES WHICH ARE INVOICED SEPARATELY FROM PROFESSIONAL SERVICE FEES.;PENTERA LLC-THE TOTAL AMOUNT PAID TO PENTERA LLC FOR FISCAL YEAR 2018 WAS $18,357 WHICH INCLUDES PROFESSIONAL FUNDRAISING FEES OF $9,575 AND FUNDRAISING EXPENSES OF $8,782. THE CONTRACT BETWEEN VANDERBILT UNIVERSITY AND PENTERA LLC CALLS FOR THE REIMBURSEMENT OF FUNDRAISING EXPENSES INCURRED BY PENTERA LLC, SUCH AS PRINTING AND POSTAGE, WHICH ARE INVOICED SEPARATELY FROM PROFESSIONAL SERVICE FEES.;ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (135 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
Aerospace Corporation
2310 East El Segundo BlvdEl SegundoCA902454691952102389501(c)(3)$9,908$0N/AN/AResearch
Alignment Nashville
21 White Bridge PikeNashvilleTN37205450549393501(c)(3)$5,000$0N/AN/AContributionSuite 201
Arizona State University
Research Project AdministrationTempeAZ852873503860196696GOVT$9,248$0N/AN/AResearchBox 873503
Baylor College of Medicine
Office of Grants ContractsHoustonTX77030741613878501(c)(3)$220,726$0N/AN/AResearch1 Baylor Plaza
Beth Israel Deaconess Medical Center Inc
330 Brookline AvenueBostonMA02215042103881501(c)(3)$20,506$0N/AN/AResearch
Brigham and Women's Hospital Inc
Partners Healthcare Research MgmtBostonMA02199042312909501(c)(3)$272,550$0N/AN/AResearch101 Huntington Ave
California Institute of Technology
Ws 31b Financial ServicesPasadenaCA91125951643307501(c)(3)$388,696$0N/AN/AResearchMC 201-15
Carnegie-Mellon University
Sponsored Projects AcctgPittsburghPA152133890250969449501(c)(3)$345,242$0N/AN/AResearch5000 Forbes Avenue
Case Western Reserve University
Sears LibraryClevelandOH441061712341018992501(c)(3)$264,204$0N/AN/AResearch10900 Euclid Avenue
Children's Hospital of Los Angeles
4650 Sunset BlvLos AngelesCA900276062951690977501(c)(3)$167,745$0N/AN/AResearchMS 97
Claremont Graduate University
150 East Tenth StreetClaremontCA91711951664100501(c)(3)$508,001$0N/AN/AResearchHarper Hall 152
Cleveland Clinic Lerner College of Case Western Reserve University
9500 Euclid AvenueClevelandOH44195340714585501(c)(3)$44,102$0N/AN/AResearchJJN5-01
Cleveland State Community College
3535 Adkisson DriveClevelandTN373203570620762876GOVT$20,959$0N/AN/APublic ServicePO Box 3570
Columbia State Community College
1665 Hampshire PikeColumbiaTN38401237106327501(c)(3)$6,267$0N/AN/AResearch
Columbia University
Office of the ControllerNew YorkNY10027135598093501(c)(3)$498,989$0N/AN/AResearchSponsored Projects Finance
Conexion Americas
2195 Nolensville PikeNashvilleTN37211621715618501(c)(3)$10,000$0N/AN/AContribution
Country Music Foundation Inc
222 5th Avenue SouthNashvilleTN37203620753887501(c)(3)$7,034$0N/AN/AResearchAccounting Department
Dismas Inc
1513 16th Ave SNashvilleTN37212277376100501(c)(3)$7,500$0N/AN/AContribution
Duke University
OSPDurhamNC277080077560532129501(c)(3)$81,240$0N/AN/AResearchBox 104135
Dynamic Object Language Labs Inc
2 Parsonage Hill RoadHaverhillMA01832100142007N/A$356,082$0N/AN/AResearch
East Tennessee University
ORSPJohnson CityTN376141707626021046GOVT$24,157$0N/AN/AInstructionBox 70565
ETR Associates
100 Enterprise WayScotts ValleyCA95066922760764501(c)(3)$44,106$0N/AN/AResearchSuite G3600
Fisk University
Sponsored ProgramsNashvilleTN372083051620202000501(c)(3)$473,384$0N/AN/AResearch, Instruction1000 17th Avenue North
Florida Atlantic University
PO Box 3091Boca RatonFL33431650385507GOVT$108,225$0N/AN/AResearch777 Glades Road
Florida State University
Sponsored Research AccountingTallahasseeFL323064166596001138501(c)(3)$211,472$0N/AN/AResearch874 Traditions Way 3rd Floor SSB
Frist Center for the Visual Arts Inc (aka Frist Art Museum)
919 BroadwayNashvilleTN37203621731492501(c)(3)$5,000$0N/AN/AContribution
GE Global Research - General Electric Company
One Research CircleNiksayunaNY12309140689340N/A$43,573$0N/AN/AResearchKW-C248
Georgetown University Medical Center
3307 M Street NWWashingtonDC20007530196603501(c)(3)$44,017$0N/AN/AResearchSuite 401
Georgia Tech Research Corporation
Office of Sponsored ProgramsAtlantaGA303320250580603146501(c)(3)$313,877$0N/AN/AResearch550 Tenth Street NW
Global Action Platform
8 City BlvdNashvilleTN37209208691236501(c)(3)$50,000$0N/AN/AContributionSte 402
H Lee Moffitt Cancer Center and Research Institute
12902 Magnolia DriveTampaFL336129497592451713501(c)(3)$109,127$0N/AN/AResearchMBC-OGCA
Howard Live Oak LLC
1800 Peter Pan StreetNormanOK73072275308663N/A$37,433$0N/AN/AResearch
Howard University
Sponsored Projects Res AdminWashingtonDC20059530204707501(c)(3)$15,464$0N/AN/AResearch576 W Street NW
Humanities Tennessee
807 Main StreetNashvilleTN37206620933337501(c)(3)$10,000$0N/AN/AContributionSuite B
Institute for Broadening Participation
PO Box 607DamariscottaME04543201891162501(c)(3)$61,529$0N/AN/AResearch281 Main Street
Iowa State University
Sponsored ProgramsAmesIA50011426004224501(c)(3)$21,308$0N/AN/AResearch3609 Administrative Services Bldg
Joslin Diabetes Research Foundation
One Joslin PlaceBostonMA02215042203836501(c)(3)$8,101$0N/AN/AResearch
KUMC Research Institute Inc
3901 Rainbow BlvdKansas CityKS66103481108830501(c)(3)$9,292$0N/AN/AResearchMailstop 1039
Lipscomb University
One University Park DriveNashvilleTN372043951620485733501(c)(3)$29,693$0N/AN/AResearch
Mannheimer Foundation Inc
20255 SW 360th SHomesteadFL33034221851590501(c)(3)$58,875$0N/AN/AResearch
Mary Parrish Center
PO Box 6009NashvilleTN37206621816561501(c)(3)$73,238$0N/AN/AContribution
Mayo Clinic Rochester
PO Box 860334MinneapolisMN554860334416011702501(c)(3)$246,512$0N/AN/AResearch
Meharry Medical College
Grants and ContractsNashvilleTN37208620488046501(c)(3)$63,629$0N/AN/AResearch, Instruction1005 DB Todd Blvd
Mental Health America of Middle TN
446 Metroplex DriveNashvilleTN37211620637710501(c)(3)$10,000$0N/AN/AContributionSuite A224
Metro Nashville Public Schools
2601 Bransford AveNashvilleTN37204620717138GOVT$5,000$0N/AN/AContribution
Middle Tennessee State University
ORSPMurfreesboroTN371320001626005794GOVT$77,072$0N/AN/AResearch, Instruction1301 East Main Street
Nashvile Pride
PO box 330931NashvilleTN37203621828153501(c)(3)$5,000$0N/AN/AContribution
Nashville Ballet
3630 Redmon StNashvilleTN37209581440788501(c)(3)$5,000$0N/AN/AContribution
Nashville Cares
633 Thompson LaneNashvilleTN37204621274532501(c)(3)$5,000$0N/AN/AContribution
Nashville Civic Design Center
138 Second Ave NNashvilleTN37201311743508501(c)(3)$5,000$0N/AN/AContributionSte 106
Nashville Downtown Partnership Inc
150 4th Ave No Suite G-150NashvilleTN37219621774641501(c)(6)$10,750$0N/AN/AContribution
Nashville Opera Guild
06/04/20183622 Redmon StNashvilleTN37209621119830501(c)(3)$5,000$0N/AN/AContribution
Nashville Public Education Foundation
1207 18th Ave S Suite 202NashvilleTN37212481266314501(c)(3)$40,000$0N/AN/AContribution
Nashville Public Library Foundation
615 Church StNashvilleTN37219621681766501(c)(3)$25,000$0N/AN/AContribution
New York University
New York School of MedicineNew YorkNY10016135562308501(c)(3)$18,860$0N/AN/AResearch545 First Avenue
Nissan Technical Center North America
39001 Sunrise DriveFarmington HillsMI48331952108010N/A$313,262$0N/AN/AResearch
North Carolina State Board of Education
6302 Mail Service CenterRaleighNC276996302561492826GOVT$190,320$0N/AN/AResearch
North Carolina State University
Contracts and GrantsRaleighNC276957214566000756GOVT$121,819$0N/AN/AResearchCampus Box 7214
Northeast State Community College
2425 Highway 75BlountvilleTN37617621033870GOVT$16,331$0N/AN/APublic ServicePO Box 246
Northwestern University
ASRSPEvanstonIL602081112362167817501(c)(3)$411,228$0N/AN/AResearch619 Clark Street
Oasis Center Inc
1704 Charlotte Pk Ste 200NashvilleTN37203620968273501(c)(3)$57,902$0N/AN/AResearch
Ohio State University Research Foundation
The Ohio State UniversityColumbusOH432101063316401599501(c)(3)$68,647$0N/AN/AResearch1960 Kenny Road
Oregon Health & Science University
Research SupportPortlandOR97201237083114501(c)(3)$251,837$0N/AN/AResearch2525 SW 1st Ave
Oregon State University
Office of Sponsored ProgramsCorvallisOR973312140481278540GOVT$360,769$0N/AN/AResearch312 Kerr Administration Bldg
Pellissippi State Community College
10915 Hardin Valley RoadKnoxvilleTN379330990620938734GOVT$45,395$0N/AN/APublic ServicePO Box 22990
Porch Writers' Collective
205 31st AveNNashvilleTN37203464658139501(c)(3)$5,000$0N/AN/AInstruction106
Purdue University
Young HallWest LafayetteIN479072040356002041GOVT$198,038$0N/AN/AResearchSponsored Program Admin
Rand Corporation
1776 Main StreetSanta MonicaCA904072138951958142501(c)(3)$183,314$0N/AN/AResearchPO Box 2138
Research Foundation for Mental Hygiene Inc
150 Broadway Suite 301MenandsNY12204141410842501(c)(3)$97,097$0N/AN/AResearch
Research Institute at Nationwide Children's Research
700 Childrens DriveColumbusOH43205316056230501(c)(3)$108,107$0N/AN/AResearch
Roane State Community College
276 Patton LaneHarrimanTN377488615620819102GOVT$8,021$0N/AN/APublic Service
Robust Chip Inc
7901 Stoneridge Dr 226PleasantonCA94588201892175N/A$160,000$0N/AN/AResearch
Rutgers University
ABS IIINew BrunswickNJ08901237318742501(c)(3)$247,771$0N/AN/AResearch3 Rutgers Plaza
Salem State University
352 Lafayette StreetSalemMA01970042325342N/A$13,704$0N/AN/AResearch
Second Harvest Food Bank
331 Great Circle RdNashvilleTN37228621049447501(c)(3)$5,330$0N/AN/AContribution
Securboration Inc
1050 West NASA BlvdMelbourneFL32901593729686N/A$136,373$0N/AN/AResearchSuite 155
Society of Women Engineers
130 East Randolph StreetChicagoIL60601131947735501(c)(3)$5,000$0N/AN/AContributionSuite 3500
Southern Methodist University
PO Box 750259DallasTX752750259750800689501(c)(3)$484,978$0N/AN/AResearch, Instruction
SRI International
333 Ravenwood AvenueMenlo ParkCA94025941160950501(c)(3)$227,734$0N/AN/AResearch
Stanford University
Office of Sponsored ResearchStanfordCA943054125941156365501(c)(3)$264,451$0N/AN/AResearch651 Serra Street
Tampa VA Research and Education Foundation
5620 E Fowler AveTemple TerraceFL336172373593444354501(c)(3)$80,348$0N/AN/AResearchSuite B
Tennessee Performing Arts Center
505 Deadrick StNashvilleTN37243581320590501(c)(3)$15,000$0N/AN/AContribution
Tennessee State University
Finance AccountingNashvilleTN372091561620786119GOVT$13,445$0N/AN/AResearch, Instruction3500 John Merritt Blvd
Tennessee Technological University
ORGSCookevilleTN385050001620646806GOVT$40,559$0N/AN/AInstructionBox 5012
The Conservancy For The Parthenon And Centennial Park
PO Box 196340NashvilleTN37219581609026501(c)(3)$10,000$0N/AN/AContribution
University of Alabama
Box 870104TuscaloosaAL358470104636001138501(c)(3)$38,403$0N/AN/AResearch
University of Arizona
Sponsored Projects ServicesTucsonAZ857223308866004791501(c)(3)$20,518$0N/AN/AResearchP O Box 3308
University of California - Berkeley
Sponsored Projects OfficeBerkeleyCA94704952226406501(c)(3)$54,431$0N/AN/AResearch2150 Shattuck Avenue Room 313
University of California - Davis
1441 Research Park DrDavisCA95618946036494501(c)(3)$47,374$0N/AN/AResearch
University of California - Los Angeles
Box 951406Los AngelesCA90095956006143501(c)(3)$69,002$0N/AN/AResearch11000 Kinross Bldg Ste 102
University of California San Diego
9500 Gilman DriveLa JollaCA920930934956006144501(c)(3)$15,219$0N/AN/AResearchMail Code 0934
University of California - San Francisco
3333 California StreetSan FranciscoCA941430962946036493501(c)(3)$91,662$0N/AN/AResearchSuite 315
University of California - Santa Barbara
3227 Cheadle HallSanta BarbaraCA931062050956006145501(c)(3)$390,432$0N/AN/AResearch
University of Chicago
Post Award AdminChicagoIL606372801362177139501(c)(3)$128,614$0N/AN/AResearch1225 East 60th Street
University of Colorado
Office of Contracts GrantsBoulderCO80309846000555501(c)(3)$84,232$0N/AN/AResearch3100 Marine Street
University of Connecticut
438 Whitney Road ExtensionStorrs MansfieldCT062691133060772160GOVT$126,679$0N/AN/AInstructionUnit 1133
University of Florida
Research Grad EducationGainesvilleFL326115500596002052501(c)(3)$13,458$0N/AN/AResearchPO Box 115500 219 Grinter Hall
University of Houston
Office of Contracts GrantsHoustonTX77204746001399GOVT$15,730$0N/AN/AResearch4302 University Dr Rm 316
University of Illinois at Chicago
Office of Business Affairs M/C551ChicagoIL606127205376000511501(c)(3)$463,365$0N/AN/AResearch; Instruction809 South Marshfield Ave
University of Iowa
Belin-Blank CenterIowa CityIA52242426004813GOVT$10,000$0N/AN/AContribution600 Blank Honors Center
University of Kentucky Research Foundation
1000 South Limestone StreetLexingtonKY405360293616033693501(c)(3)$30,246$0N/AN/AResearchRoom A00115
University of Louisville Research Foundation
300 East Market StLouisvilleKY40202611029626501(c)(3)$23,413$0N/AN/AResearchSuite 300
University of Massachusetts Boston
100 Morrissey BlvdBostonMA021253393043167352GOVT$9,847$0N/AN/AResearch
University of Memphis
Office of Research Support ServicesMemphisTN38152620648618GOVT$48,097$0N/AN/AInstructionAdministration Bldg
University of Miami
1320 South Dixie HighwayCoral GablesFL33146590624458501(c)(3)$20,928$0N/AN/AResearchGables One Tower
University of Michigan
Spons ProgrAnn ArborMI481091287386006309GOVT$201,595$0N/AN/AResearch3003 South State Street
University of Minnesota
Sponsored Financial ReportingMinneapolisMN554552070416007513GOVT$387,771$0N/AN/AResearch200 Oak Street SE
University of Nebraska Medical Center
Sponsored Program AccountingOmahaNE68198470049123501(c)(3)$273,807$0N/AN/AResearch985100 Nebraska Medical Center
University of Norte Dame
Office of ResearchNotre DameIN46556350868188501(c)(3)$14,856$0N/AN/AResearch511 Main Building
University of North Carolina-Chapel Hill
Office of ResearchChapel HillNC275991350566001393GOVT$463,507$0N/AN/AResearch104 Airport Dr
University of North Dakota
264 Centennial DriveGrand ForksND582027306456002491501(c)(3)$22,189$0N/AN/AResearchStop 7306
University of North Florida
1 UNF DriveJacksonvilleFL32224592976169GOVT$24,901$0N/AN/AResearch
University of Oklahoma Health Sciences Center
Grants and Contracs AccountingOklahoma CityOK73104731563627501(c)(3)$10,050$0N/AN/AResearch865 Research Parkway Suite 490
University of Pennsylvania
3440 Market StreetPhiladelphiaPA191043325231352685501(c)(3)$199,434$0N/AN/AResearchSuite 560
University of Pittsburgh
Research/Cost AcctgPittsburghPA15620250965591501(c)(3)$527,461$0N/AN/AResearch3130 Cathedral of Learning
University of Rochester
Research Acct Cost StandardsRochesterNY14627160743209501(c)(3)$8,661$0N/AN/AResearchBrooks Landing Bus Ctr
University of South Florida
Research Financial ManagementTampaFL336209951590879015501(c)(3)$147,304$0N/AN/AResearch4202 E Fowler Ave
University of Tennessee
Controllers OfficeKnoxvilleTN379960100626001636501(c)(3)$141,687$0N/AN/AResearch, Instruction201 Andy Holt Tower
University of Tennessee at Chattanooga
OGPRChattanoogaTN374032598626001636501(c)(3)$119,019$0N/AN/AResearch, Instruction615 McCallie Avenue
University of Texas at Arlington
Grant and Contract Accounitng SvcsArlingtonTX76019756000121501(c)(3)$89,274$0N/AN/AResearchBox 19136
University of Texas at Austin
ARL Admin GroupAustinTX787138029746000203501(c)(3)$588,931$0N/AN/AResearch , InstructionPO Box 8029
University of Texas Health Science Center at San Antonio
7703 Floyd Curl DriveSan AntonioTX782293900741586031501(c)(3)$89,671$0N/AN/AResearchMSC 7828
University of Texas Medical Branch at Galveston
PO Box 660120DallasTX75266746000949GOVT$6,446$0N/AN/AResearchDept 750
University of Utah
201 S Presidents Circle Room 145Salt Lake CityUT84112876000525GOVT$8,032$0N/AN/AResearch
University of Virginia
OSPCharlottesvilleVA229044195546001796501(c)(3)$355,455$0N/AN/AResearchP O Box 400195
University of Washington
OSPSeattleWA98195916001537501(c)(3)$411,109$0N/AN/AResearchBox 359472
University of Wisconsin-Madison
Research and Sponsored ProgMilwaukeeWI53278396006492501(c)(3)$288,022$0N/AN/AResearchDrawer 538
US Womens Amateur Championship Nashville Inc
414 Union StNashvilleTN37219813910551501(c)(3)$25,000$0N/AN/AContributionSuite 100
Vanderbilt University Medical Center
3319 West End AveNashvilleTN372036840352528741501(c)(3)$32,476,806$0N/AN/AResearchSuite 700
Virginia Commonwealth University
Sponsored Project AdministratonRichmondVA23219546001758501(c)(3)$157,027$0N/AN/AInstruction800 East Leigh Street
Wake Forest University Health Sciences
Medical Center BlvdWinston SalemNC27157223849199501(c)(3)$253,528$0N/AN/AResearch
Washington State University
240 French Administration BuildingPullmanWA991641025916001108501(c)(3)$235,456$0N/AN/AResearchPost Office Box 641025
YOUR Center
1601 W Atherton RoadFlintMI48506383399998501(c)(3)$7,333$0N/AN/AResearchPO Box 7025
Youth Villages Inc
3320 Brother BlvdMemphisTN38133581716970501(c)(3)$8,074$0N/AN/AResearch, Instruction
YWCA of Nashville & Middle TN
1608 Woodmont BlvdNashvilleTN37215620475702501(c)(3)$5,000$0N/AN/AContribution
FieldValueIRS element (for citing)
Total501c3 Org127Total501c3OrgCnt
Total Other Org8TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeStudent Financial AssistanceGrantTypeTxt
Recipient10792RecipientCnt
Cash Grant$312,213,353CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
Explanationsubrecipient grants: Vanderbilt University maintains a formal policy defining its procedures for monitoring the use of sponsored funds by subrecipients who are performing a portion of a sponsored project externally awarded to Vanderbilt. The policy provides guidance to ensure that subrecipients conduct their portions of sponsored projects in compliance with laws, regulations, terms and conditions of awards and subawards, and that reimbursed costs incurred by subrecipients are allowed. The policy addresses the roles and responsibilities of central offices and academic departments of the university and describes the monitoring procedures for each area. The full text of Vanderbilt's subrecipient policy is available online at the following web address: https://www.vanderbilt.edu/ocga/docs/vupolicies/subrecipient/RevisedVUSubrecipientMonitoringGuidelines_effective12_26_2014.pdf Financial Aid: Assistance offered from institutional funds by Vanderbilt to our students is awarded on the basis of merit and/or financial need. Such assistance helps students and their families support the cost of attendance which includes tuition, mandatory fees, room & board, books, other course materials/supplies, and allowances for personal/miscellaneous and travel expenses. Merit-based awards are competitively awarded in recognition of academic achievement, leadership, and commitment to community service, contributions to society, and other forms of accomplishment. Need-based assistance is awarded on the basis of documented financial need, resulting from a need analysis evaluation accomplished in accordance with relevant and applicable federal, state, and/or institutional programs, policies, and eligibility requirements. The units responsible for administering student financial aid at Vanderbilt regularly initiate system-generated reviews, as well as other cross-checks on an ad hoc basis. Results from these reviews, along with recurring management reports, are regularly evaluated. Subsequently, follow-up corrective actions are taken when appropriate and potentially include award revisions or cancellations. These provisions are designed to help ensure that student assistance funds are awarded to eligible recipients, in accordance with applicable federal, state, institutional, and other program legislation, as well as relevant internal University policies and operational guidelines/criteria.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionYes (true)InitialContractExceptionInd
Rebuttable Presumption ProcYes (true)RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Nicholas S Zeppos
See Schedule O$1,097,341$0$357,617$0$55,367$0$427,624$0$23,669$0$1,961,618$0$0$0
Audrey J Anderson
See Schedule O$674,570$0$147,368$0$1,242$0$74,767$0$29,141$0$927,088$0$0$0
Steve Ertel
See Schedule O$257,622$0$75,000$0$297$0$7,200$0$27,597$0$367,716$0$0$0
Nathan Green
See Schedule O$297,405$0$0$0$1,095$0$8,100$0$26,915$0$333,515$0$0$0
Anders W Hall
See Schedule O$753,528$0$160,540$0$18,310$0$532,420$0$15,375$0$1,480,173$0$0$0
Eric C Kopstain
See Schedule O$460,270$0$43,992$0$18,783$0$13,338$0$14,855$0$551,238$0$0$0
John M Lutz
See Schedule O$789,951$0$208,911$0$5,322$0$110,112$0$20,234$0$1,134,530$0$0$0
Tina Smith
See Schedule O$236,899$0$0$0$338$0$11,735$0$9,710$0$258,682$0$0$0
Susie S Stalcup
See Schedule O$610,618$0$36,488$0$3,564$0$13,338$0$8,546$0$672,554$0$0$0
Brett C Sweet
See Schedule O$873,463$0$715,357$0$18,810$0$53,338$0$31,196$0$1,692,164$0$444,444$0
Susan Wente
See Schedule O$636,975$0$142,475$0$30,822$0$13,338$0$37,321$0$860,931$0$0$0
David Williams II
See Schedule O$877,483$0$140,324$0$42,293$0$13,338$0$30,580$0$1,104,018$0$0$0
Lauren Benton
See Schedule O$553,678$0$35,000$0$133,109$0$13,338$0$31,333$0$766,458$0$0$0
Lawrence J Marnett
See Schedule O$545,441$0$0$0$35,319$0$33,338$0$15,434$0$629,532$0$0$0
Timothy C Corbin
See Schedule O$1,075,148$0$95,500$0$11,769$0$117,548$0$18,197$0$1,318,162$0$0$0
Bryce Drew
See Schedule O$1,809,478$0$92,000$0$445$0$58,100$0$22,068$0$1,982,091$0$0$0
Derek Mason
See Schedule O$2,929,264$0$207,500$0$21,430$0$180,005$0$30,045$0$3,368,244$0$0$0
Hunter McCrossin
See Schedule O$357,162$0$773,832$0$18,400$0$273,848$0$28,316$0$1,451,558$0$183,938$0
Travis W Shore
See Schedule O$333,533$0$713,559$0$18,366$0$253,556$0$15,936$0$1,334,950$0$169,615$0
George C Hill
See Schedule O$193,384$0$0$0$10,623$0$9,633$0$80$0$213,720$0$0$0
Richard C McCarty
See Schedule O$515,234$0$0$0$34,391$0$13,338$0$18,927$0$581,890$0$0$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelVanderbilt excludes first-class and charter travel from taxable income when a documented business purpose is served. First-class or charter travel - Travelers should fly via commercial airline and work to obtain the lowest fare possible. Business class or first class seating may only be used if the traveler's Vice Chancellor provides approval in writing in advance. This approval is only provided for limited circumstances as provided in Vanderbilt's Travel and Business Expense Policy. In cases where it is not possible to fly commercial due to scheduling commitments, and the travel is of the highest importance, travelers may request that the Chancellor approve a charter flight. After weighing the benefits of the trip against the cost of the charter, the chancellor may approve a charter flight. The Board of Trust has approved first class and charter travel for the Chancellor when necessitated by his schedule. Per Vanderbilt's athletics travel policy, the Vice Chancellor for University Affairs and Athletics can approve non-student travel on team charter flights, when there are extra seats, without requiring reimbursement to the university since the charter fee is not determined by the number of actual passengers. 4 officers, 3 highest compensated employees, and 2 trustees were provided first-class or charter travel that was not included in taxable compensation.
Schedule J, Part I, Line 1a Travel for companions1 officer was provided companion travel that was included in taxable compensation. 1 highest compensated employee and 1 trustee were provided companion travel that was not included in taxable compensation.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planCertain individuals listed in Form 990. Schedule J, Part II, participate in nonqualified deferred compensation plans. Amounts contributed to the plans include fixed %s of annual bonus payments, and fixed dollar amounts. Contributions to the plan vest when individuals complete their contract term or continue employment to a designated date. Current year accruals of compensation associated with these plans are included in the amounts reported for such individuals in Schedule J, Part II, Column (C). The payout of these amounts in future years will be included in the amounts reported in Schedule J, Part II, Column (B)(ii), and will also be reported in Schedule J, Part II, Column (F). 3 payouts were made under these plans to participating individuals in calendar year 2017. Brett Sweet: $500,000 Hunter McCrossin: $392,285 Travis Shore: $361,738
Schedule J, Part I, Line 7 Non-fixed paymentsCertain individuals listed in Schedule J, Part II received variable incentive compensation based on the achievement of pre-established goals, where judgement was determined either by the Board of Trust or the Chancellor. Incentive payments are shown in Schedule J, Part II, Column B(ii).
Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exceptionCertain individuals are, from time to time, serving under the provisions of their initial contract to serve as officers of the university, which principally establishes their compensation, responsibilities and duties.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
HEFB Vanderbilt Univ Series 2012D&E
A626139016592041UV72012-11-29$169,603,023SEE Part VI OF THIS SCHEDULEYes (true)falsefalse
HEFB Vanderbilt Univ Series 2009A&B
B626139016592041WV52009-04-01$328,850,840SEE Part VI OF THIS SCHEDULEYes (true)falsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$17,855,000$27,370,000$169,603,023$0$0$0$0$0$0$0$169,603,023$02005Yes (true)falseYes (true)Yes (true)
B$12,360,000$310,560,000$328,896,899$0$0$0$2,245,733$0$0$100,365,419$226,285,747$02011Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)falseYes (true)Yes (true)0.00.00.0falseYes (true)0.0falseYes (true)
BfalsefalsefalseYes (true)Yes (true)0.0020.00.002falseYes (true)0.0falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalsefalseYes (true)falsefalsefalsefalsefalseYes (true)
BfalsefalseYes (true)falsefalsefalsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part I, Column (a) All RowsTHE HEALTH AND EDUCATIONAL FACILITIES BOARD OF METROPOLITAN GOVERNMENT OF NASHVILLE AND DAVIDSON COUNTY, TN (HEFB).
Schedule K, Part I, Column (f) Description of PurposeROW A - 2012D&E - TO REFUND A PORTION OF SERIES 2000A BONDS (ISSUED ON JANUARY 20, 2005); A PORTION OF THE SERIES 2005A BONDS (ISSUED JANUARY 20, 2005); AND A PORTION OF TAX-EXEMPT COMMERCIAL PAPER. ROW B - 2009A&B - TO REFUND TAX-EXEMPT COMMERCIAL PAPER (ISSUED ON JUNE 28, 2007) USED TO FINANCE VARIOUS CAPITAL PROJECTS; REFUND SERIES 2005 B-1 & B-2 BONDS (BOTH ISSUED ON JANUARY 20, 2005); FINANCE VARIOUS CAPITAL IMPROVEMENTS; TO PAY FOR COSTS ASSOCIATED WITH ISSUANCE OF BONDS.
Schedule K, Part II, Line 3 ProceedsDIFFERENCES BETWEEN PART I, COLUMN (E) AND PART II, LINE 3 IS INVESTMENT EARNINGS.
Schedule K, Part III, Line 4 Prvate Business UseVANDERBILT UNIVERSITY IS REPORTING PRIVATE BUSINESS USE PERCENTAGES ON A NET BASIS. REPORTING ON A NET BASIS MEANS THAT PRIVATE BUSINESS USE HAS BEEN ALLOCATED TO THE EQUITY PORTION OF ANY DEBT-FINANCED BUILDINGS AND EQUIPMENT WHERE PRIVATE BUSINESS USE HAS OCCURRED. IN VANDERBILT'S CASE, EQUITY HAS SUBSTANTIALLY EXCEEDED RELATIVELY MINOR PRIVATE BUSINESS USE, RESULTING IN ZERO REPORTED AMOUNTS ON A NET BASIS.
Schedule K, Part III, Line 8a Sale or Disposition of Bond-financed PropertyVANDERBILT UNIVERSITY CALCULATES THE PERCENTAGE OF SALE OR DISPOSITION OF BOND-FINANCED PROPERTY BY USING ALL DISPOSED PROPERTY IN THE NUMERATOR WITHOUT CONSIDERING IF THE PROPERTY WAS SOLD TO A PRIVATE ORGANIZATION OR DISPOSED OF IN THE REGULAR COURSE OF BUSINESS. THIS PROVIDES FOR A MORE CONSERVATIVE CALCULATION. THE ASSETS THAT HAVE BEEN DISPOSED OF CONSIST OF SMALL EQUIPMENT AND NO BOND-FINANCED BUILDINGS OR LARGE EQUIPMENT HAVE BEEN SOLD. IT IS NOT VANDERBILT'S POLICY TO SELL ANY BOND-FINANCED ASSETS TO A NONGOVERNMENTAL PERSON OTHER THAN A 501(C)(3) ORGANIZATION.
Schedule K, Part III, Line 8b Sale or Disposition of Bond-financed PropertyCOLUMN A - 2012D&E - SINCE A PORTION OF SERIES 2012D&E REFINANCED SERIES 2005A&B, THE PORTION OF 2005A&B THAT HAS BEEN DISPOSED OF IS ALLOCATED TO 2012D&E. COLUMN B - 2009A&B - SINCE A PORTION OF SERIES 2009A&B REFINANCED SERIES 2005A&B, THE PORTION OF 2005A&B THAT HAS BEEN DISPOSED OF IS ALLOCATED TO 2009A&B.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
Lauren Benton
Key EmployeeHousing LoanYes (X)$500,000$191,667falsefalseYes (true)
Peter G Lake
Family Member of Key EmployeeHousing LoanYes (X)$510,000$8,500falsefalseYes (true)
FieldValueIRS element (for citing)
Total Balance Due$200,167TotalBalanceDueAmt

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)

Cash GrantCashGrantAmtType Of AssistanceTypeOfAssistanceTxtAssistance PurposeAssistancePurposeTxt
$9,686Merit-based scholarshipScholarship to assist indviduals to fund education costs
$32,550Tuition assistanceTuition to assist individuals to fund education costs

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Gail Carr-Williams
Family member of current officer David Williams, II$144,421Employment at Vanderbiltfalse
Gary Robert Kimball III
Family member of trustee Carroll E. Kimball$157,266Employment at Vanderbiltfalse
Peter Lake
Family member of current key employee Lauren Benton$974,450Employment at Vanderbiltfalse
Stacey McCarty
Family member of former officer Richard McCarty$65,649Employment at Vanderbiltfalse
Sandra Solomon
Family member of current key employee Lauren Benton$83,493Employment at Vanderbiltfalse

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution6ContributionCnt
Noncash Contributions Rpt F990$282,266NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$49,291NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$912NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution227ContributionCnt
Noncash Contributions Rpt F990$16,717,109NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution41ContributionCnt
Noncash Contributions Rpt F990$2,548NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Donor paid expenses14$29,434Market value
Yes (X)Misc. Auction Items40$4,647Market value
Yes (X)Software1$3,178,368Market value
Yes (X)Misc. Equipment2$7,758Market value
FieldValueIRS element (for citing)
Form8283 Received4Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I Reporting Method for Number of ContributionsFormAndLineReferenceDesc
ExplanationVanderbilt University reports the number of contributions received throughout the year for each type of property listed.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part I, Line 1 Description of Organization MissionVanderbilt University is a center for scholarly research, informed and creative teaching, and service to the community and society at large. Vanderbilt will uphold the highest standards and be a leader in the quest for new knowledge through scholarship, dissemination of knowledge through teaching and outreach, and creative experimentation of ideas and concepts. In pursuit of these goals, Vanderbilt values most highly the intellectual freedom that supports open inquiry and equality, compassion and excellence in all endeavors.
Form 990, Part III, Line 1 Description of Organization MissionSee Disclosure Above.
Form 990, Part III, Line 4a EducationTop-ranked in both academics and financial aid, Vanderbilt University ("Vanderbilt") offers an immersive living-learning undergraduate experience, with programs in the liberal arts and sciences, engineering, music, education and human development. Vanderbilt also is home to nationally and internationally recognized graduate schools of law, education, business, medicine, nursing and divinity, and offers robust graduate-degree programs across a range of academic disciplines. Vanderbilt's ten schools and colleges include: College of Arts and Science, Blair School of Music, Divinity School, School of Engineering, Graduate School, Law School, School of Medicine, School of Nursing, Owen Graduate School of Management, and Peabody College (of education and human development). Vanderbilt has approximately 6,900 undergraduate students, 6,000 graduate and professional students, and more than 4,700 faculty members including Vanderbilt University Medical Center faculty (Vanderbilt University Medical Center faculty are appointed by Vanderbilt but are employed by Vanderbilt University Medical Center). Vanderbilt ranked 14th among the nation's best universities in an annual survey conducted by U.S. News & World Report. Vanderbilt's Peabody College of education and human development was named the No. 8 graduate school of education in the nation by U.S. News & World Report. Vanderbilt's School of Nursing ranked 14th among the nation's top graduate nursing schools. The Doctor of Nursing Practice program was ranked 11th. Nursing programs ranking in the top 10 in their respective fields include: Psychiatric Mental Health Nurse Practitioner, Adult Gerontology Acute Care Nurse Practitioner, Pediatric Nurse Practitioner-Primary Care, Nursing Informatics, Family Nurse Practitioner, Adult Gerontology-Primary Care Nurse Practitioner. Vanderbilt's School of Medicine ranked 17th for research schools of medicine in the nation, the Law School ranked 17th, the Vanderbilt School of Engineering ranked 37th , and the Owen Graduate School of Management ranked 26nd for graduate business schools. For more information regarding education at Vanderbilt, visit http://www.vanderbilt.edu.
Form 990, Part III, Line 4b Academic and Scientific ResearchVanderbilt University ("Vanderbilt") is an internationally recognized research university. A majority of Vanderbilt's research funding is received from the federal government. Funding is also received from foundations, associations, corporations, and other sources. Vanderbilt's researchers are at the forefront of posing innovative solutions to some of the most challenging questions facing the world today. For more information regarding research at Vanderbilt, visit http://research.vanderbilt.edu
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsBrett Sweet and David Williams - Business relationship, John R. Ingram and Mark Wilf - Business relationship
Form 990, Part VI, Line 4 Significant changes to organizational documentsA Code of By-Laws amendment modified responsibilities pertaining to the Audit Committee.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyThe Form 990 is prepared by Vanderbilt University and provided to PricewaterhouseCoopers, Vanderbilt University's independent accounting firm for review. After review by PricewaterhouseCoopers, Vanderbilt University provides a draft copy of the Form 990 and all required schedules for review to all General Officers, which includes the chancellor and Chief Financial Officer. Once this review process is complete, all trustees are provided electronic access to the draft Form 990 and all required schedules for review. The final Form 990 and all required schedules are made available to the full Board of Trust for review via Boardbooks prior to the filing of the return.
Form 990, Part VI, Line 12c Conflict of interest policyVanderbilt University requires that for any faculty or staff member disclosing a potential conflict of interest, the conflict be reviewed by the individual's manager, as well as by the conflict of interest and commitment management office, and the reported conflict be managed, reduced, or eliminated. The manager is required to respond that any recommended management plan has been implemented or that the reported conflict no longer exists. For those conflicts in which Vanderbilt may have an institutional interest, those in which human subject research is performed, or those deemed unmanageable, the university conflicts committee reviews and determines appropriate actions. The university conflicts committee members are appointed by the chancellor and are made up of a faculty member representing each of the university schools, the vice chancellor for administration, the assistant vice chancellor of technology transfer, the director of the human research and protection program, the associate vice chancellor of audit, risk and advisory services and the head of research for the university. The university conflicts committee is chaired by the vice chancellor, general counsel and secretary of the university. The university conflicts committee reports bi-annually to the audit committee of the Board of Trust the matters brought before the committee and the resulting actions. Board of Trust members and senior executive management of the university also must complete annual conflict of interest disclosures and management plans are developed to manage, reduce, or eliminate any potential conflicts of interest. Trustees are notified of their plans and the plans are thoroughly discussed with them to ensure compliance. Those with disclosed potential conflict of interest are presented to the audit committee of the board of trust, along with their respective management action plans, where applicable. Management plans may include restrictions on members such as recusing themselves during deliberations and decisions in which a potential conflict may exist, with the minutes of the meeting reflecting their recusal. Additionally, all members of the Vanderbilt community are required to disclose potential conflicts as they arise throughout the year. The same processes noted above occur for these disclosures.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialTo ensure that Vanderbilt is paying reasonable total compensation, is not violating the private inurement prohibition, which requires that none of the organization's income or assets unreasonably benefit any of its trustees, officers, or key employees, and is in compliance with intermediate sanctions provisions with respect to the general officers, Vanderbilt's Board of Trust has designated a Compensation Committee made up of outside, independent, board members to review and recommend to the Executive Committee of the Board of Trust the total compensation annually for the general officers. The committee utilizes appropriate, nationally-recognized consulting firms to conduct market compensation analyses, provide expert information, and issue reasonableness opinions regarding comparative compensation norms, and to ensure compliance with all Internal Revenue Service rules concerning executive compensation, including the Internal Revenue Code provision related to intermediate sanctions, deferred compensation, and private inurement. The Compensation Committee reviews the executive compensation philosophy and affirms that it is in line with the Board's expectations. The compensation of the general officers is disclosed in the annual Form 990, which is available to the public in accordance with regulations section 301.6104(d)-1 through 3. Each year, the total compensation review and recommendations are recorded in the minutes of the Compensation Committee meetings. The approval of the recommendations is recorded in the Executive Committee meetings. The full Board is informed annually of the total compensation of the general officers during private session.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesVanderbilt uses the same procedures as described in response to Part VI, Line 15a.
Form 990, Part VI, Line 19 Required documents available to the publicVanderbilt University makes its governing documents available to the public through its Board of Trust website located at: http://www.vanderbilt.edu/boardoftrust. Vanderbilt University makes its conflict of interest policy available to the public through its Compliance Program website located at http://www.vanderbilt.edu/compliance. Vanderbilt University makes its financial statements available to the public through its website located at: http://finance.vanderbilt.edu/report/.
Form 990, Part VII, Section A, Line 1a, Column (A) Continuation of Titles- Nicholas S. Zeppos - Chancellor - Audrey Jane Anderson - Vice Chancellor, General Counsel, and University Secretary - Steve Ertel, Vice Chancellor for Communications - Nathan Green - Interim Vice Chancellor for Public Affairs - Anders W. Hall - Vice Chancellor for Investments and Chief Investment Officer - Eric C. Kopstain - Vice Chancellor for Administration - John M. Lutz - Vice Chancellor for Information Technology - Tina Smith - Interim Vice Chancellor for Equity, Diversity, and Inclusion. - Susie S. Stalcup - Vice Chancellor for Development and Alumni Relations - Brett C. Sweet - Vice Chancellor for Finance and Chief Financial Officer - Susan Wente - Provost and Vice Chancellor for Academic Affairs - David Williams, II - Vice Chancellor for Athletics and University Affairs and Athletics Director - Lauren Benton - Dean of College of Arts and Science - Lawrence J. Marnett - Dean of Basic Sciences - Timothy C. Corbin - Head Baseball Coach - Bryce Drew - Head Men's Basketball Coach - Derek Mason - Head Football Coach - Hunter McCrossin - Managing Director, Office of Investments - Travis W. Shore - Managing Director, Office of Investments - Richard C. McCarty - Former Officer (Provost and Vice Chancellor for Academic Affairs); Terminated status as an officer effective July 1, 2014; Current Professor of Psychology - George C. Hill - Former Chief Diversity Officer and Vice Chancellor for Equity, Diversity, and Inclusion. Terminated status as an officer effective June 30, 2017.
Form 990, Part VIII, Line 2f Other Program Service RevenueAll other program service revenue - Total Revenue: 13535504, Related or Exempt Function Revenue: 13535504, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesChange in minority interest - -12188164; Deconsolidated Distribution - 117746;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Dore Capital LLC
2100 West End Ave Suite 1000NashvilleTN37203264337602InvestmentDE$0$0VU
Dore Capital Real Estate LLC
2100 West End Ave Suite 1000NashvilleTN37203264581498InvestmentDE$0$0VU
Vanderbilt Global Holdings LLC
2100 West End Ave Suite 750NashvilleTN37203463504785Holding CompanyTN$404$241,859VU
Star V Partners LLC
2100 West End Ave Suite 1000NashvilleTN37203InvestmentTN$54,194,736$635,640,611VU

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
Vanderbilt Student Communications Inc
2301 Vanderbilt PlaceNashvilleTN37235237030713Support OrgTN501(c)(3)Type IVUYes (true)
Ingram Charitable Fund Inc
4400 Harding Road 9th FloorNashvilleTN37203581916504Support OrgTN501(c)(3)Type III-ONAfalse
Vanderbilt Global Inc
2100 West End Ste 750NashvilleTN37203460888454Support OrgDE501(c)(3)Type IVGHYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndAddress Line2USAddress/AddressLine2Txt
Dore Capital LP
2100 West End Ste 1000NashvilleTN37203264337679InvestmentsDEVUExcluded$602,665$56,920,435Yes (true)-$202,542Yes (true)
Dore Capital Real Estate LP
2100 West End Ste 1000NashvilleTN37203264581574InvestmentsDEVUExcluded$4,536,614$35,814,321Yes (true)-$466,211Yes (true)
Altos Hybrid 2 V LLC
2882 Sand Hill RoadMenlo ParkCA94025822083773InvestmentsDEVUExcluded$0$2,024,267falsefalseSuite 100

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdAddress Line2ForeignAddress/AddressLine2Txt
Vanderbilt Legends Club Inc
1500 Legends Club LaneFranklinTN37069621429615Golf ClubTNVUC Corporation$9,424,214$20,108,5011Yes (true)
Commodore Scottish Patron II LP
InvestmentsVUC Corporation-$1,479,581$6,562,1631Yes (true)50 Lothian Road Festival SquareEdinburghScotlandUKUK
Emergent Pro Alia Fund Sub Fund Emergent African Land Fund
980600835InvestmentsVUC Corporation$0$00.796Yes (true)LU
Pacific Harbor Special Holdings Ltd
InvestmentsVUC Corporation$77,995$70,050,9901Yes (true)PO Box 957Road TownTortolaVIVIOffshore Incorporations Centre
Charitable Remainder Trust (117)
Charitable TrustTNVUTrustYes (true)
Perpetual Trust (5)
Charitable TrustTNVUTrustYes (true)
Charitable Lead Trusts (4)
Charitable TrustTNVUTrustYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationYes (true)DivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (18 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Vanderbilt Legends Club Inc
A$525,271FMV
Vanderbilt Student Communications Inc
A$58,340FMV
Altos Hybrid 2 V LLC
B$4,628,000FMV
Dore Capital LP
B$1,440,000FMV
Charitable Lead Trust (3)
C$93,456FMV
Charitable Remainder Trust (1)
C$481,901FMV
Vanderbilt Legends Club Inc
D$6,572,058FMV
Vanderbilt Legends Club Inc
F$100,000FMV
Vanderbilt Global Inc
L$140,000FMV
Vanderbilt Student Communications Inc
O$486,352FMV
Vanderbilt Legends Club Inc
P$96,957FMV
Vanderbilt Student Communications Inc
R$527,875FMV
Charitable Remainder Trust (1)
S$226,827FMV
Commodore Scottish Patron II LP
S$93,736FMV
Dore Capital Real Estate LP
S$4,200,000FMV
Dore Capital LP
S$4,200,000FMV
Perpetual Trusts (5)
S$811,879FMV
Vanderbilt Global Inc
S$2,718,145FMV

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part V, Line 2(c)FormAndLineReferenceDesc
ExplanationThe amounts reported are derived from the books and records of Vanderbilt University, which are maintained on an accrual basis in accordance with U.S. Generally Accepted Accounting Principles. Valuation of the amounts reported in Schedule R, Part V, Column C is consistent with the valuation reflected in the University's consolidated audited financial statements.ExplanationTxt

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