LEHIGH UNIVERSITY: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: LEHIGH UNIVERSITY (EIN 24-0795445)
Tax period: 2016-07-01 to 2017-06-30
Filed: 2018-04-23
IRS object ID: 201811139349300801
Schema version: 2016v3.1
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-04-23T09:59:51-05:00	ReturnTs
Tax Period End	2017-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PricewaterhouseCoopers LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2001 MARKET ST SUITE 1800	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2016-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	240795445	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LEHIGH UNIVERSITY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% K MILLER CONTROLLER	InCareOfNm
Business Name Control	LEHI	BusinessNameControlTxt
Phone	6107583140	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	306 SOUTH NEW STREET Suite 451	AddressLine1Txt
City	BETHLEHEM	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	18015	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DAVID L HAMMER	PersonNm
Person Title	ASSOCIATE TREASURER	PersonTitleTxt
Phone	6107583140	PhoneNum
Signature	2018-04-20	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOANNE KRUEGER	PreparerPersonNm
PTIN	P01235586	PTIN
Phone	2673303000	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	155.201.188.33	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	23522320181135000000	FederalOriginalSubmissionId
Federal Original Submission Id	2018-04-23	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	EECEC4537B2E754553F94A069587E4B50A344E69	AtSubmissionCreationDeviceId
At Submission Filing Device Id	07659ADF945BC6759994F6DD208B3EED587FAA8D	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Principal Officer	JOHN D SIMON	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	28 MEMORIAL DRIVE WEST	AddressLine1Txt
City	BETHLEHEM	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	18015	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,786,136,349	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.LEHIGH.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1866	FormationYr
Legal Domicile State	PA	LegalDomicileStateCd
Activity Or Mission	SEE SCHEDULE O	ActivityOrMissionDesc
Voting Members Governing Body	10	VotingMembersGoverningBodyCnt
Voting Members Independent	10	VotingMembersIndependentCnt
Total Employee	1919	TotalEmployeeCnt
Total Volunteers	1930	TotalVolunteersCnt
Total Gross UBI	$1,768,607	TotalGrossUBIAmt
PY Contributions Grants	$76,886,385	PYContributionsGrantsAmt
CY Contributions Grants	$85,211,384	CYContributionsGrantsAmt
PY Program Service Revenue	$327,826,506	PYProgramServiceRevenueAmt
CY Program Service Revenue	$338,761,927	CYProgramServiceRevenueAmt
PY Investment Income	$43,973,763	PYInvestmentIncomeAmt
CY Investment Income	$82,062,821	CYInvestmentIncomeAmt
PY Other Revenue	-$167,175	PYOtherRevenueAmt
CY Other Revenue	-$9,887,674	CYOtherRevenueAmt
PY Total Revenue	$448,519,479	PYTotalRevenueAmt
CY Total Revenue	$496,148,458	CYTotalRevenueAmt
PY Grants And Similar Paid	$95,533,722	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$101,145,665	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$217,670,409	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$227,819,913	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$293,380	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$225,107	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$17,700,973	CYTotalFundraisingExpenseAmt
PY Other Expenses	$146,333,457	PYOtherExpensesAmt
CY Other Expenses	$148,279,667	CYOtherExpensesAmt
PY Total Expenses	$459,830,968	PYTotalExpensesAmt
CY Total Expenses	$477,470,352	CYTotalExpensesAmt
PY Revenues Less Expenses	-$11,311,489	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$18,678,106	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,008,581,492	TotalAssetsBOYAmt
Total Assets EOY	$2,326,244,071	TotalAssetsEOYAmt
Total Liabilities BOY	$376,444,920	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$529,844,420	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,632,136,572	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,796,399,651	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE UNIVERSITY'S GOAL IN THE COMING DECADE IS TO ADVANCE LEARNING THROUGH THE INTEGRATION OF TEACHING, RESEARCH AND SERVICE TO OTHERS. THE CORE OF THIS GOAL IS TO PREPARE GRADUATES TO ENGAGE WITH THE WORLD AND LEAD LIVES OF MEANING. TO DO THIS, THE UNIVERSITY COMMITS TO ACHIEVE NATIONAL AND INTERNATIONAL RESEARCH PROMINENCE; PROVIDE LEARNING EXPERIENCES GROUNDED IN FUNDAMENTAL, TRANSFERABLE SKILLS ACROSS ALL DISCIPLINES AND IN REAL WORLD CHALLENGES; PROMOTE STRATEGIC RISK-TAKING IN THE PRESENCE OF OPPORTUNITY AND ADVERSITY; SUPPORT SOCIAL, ENVIRONMENTAL AND ECONOMIC SUSTAINABILITY; PROVIDE MEANINGFUL CONNECTIONS AND PARTNERSHIPS WITH ALUMNI, SUPPORTERS, AND CITIZENS AROUND THE GLOBE; PROVIDE A ROBUST RETURN ON THE INVESTMENT IN A LEHIGH EDUCATION; AND PROMOTE A DIVERSE, INCLUSIVE, AND FINANCIALLY ACCESSIBLE ENVIRONMENT.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$312,388,164	ExpenseAmt
Grant	$93,919,307	GrantAmt
Revenue	$282,878,953	RevenueAmt
Desc	INSTRUCTION: LEHIGH IS AN INDEPENDENT, COEDUCATIONAL UNIVERSITY WITH PROGRAMS OFFERED IN FOUR COLLEGES: ARTS AND SCIENCES, BUSINESS AND ECONOMICS, EDUCATION, AND ENGINEERING AND APPLIED SCIENCES. AN INTERDISCIPLINARY MINDSET HAS LONG BEEN A PART OF THE LEHIGH CULTURE AND IS EVIDENT IN THE UNIVERSITY'S APPROACH TO TEACHING AND RESEARCH. LEHIGH'S UNDERGRADUATE AND GRADUATE STUDENTS WORK IN A COLLABORATIVE ENVIRONMENT, WHERE THEY HAVE THE OPPORTUNITY TO WORK CLOSELY WITH FACULTY, STAFF AND FELLOW STUDENTS IN A PERSONALIZED SETTING. THREE OF LEHIGH'S FOUR COLLEGES OFFER UNDERGRADUATE, MASTERS AND DOCTORAL DEGREES WHILE ONE COLLEGE OFFERS MASTERS AND DOCTORAL DEGREES ONLY. ALL FOUR COLLEGES COLLABORATE ON A VARIETY OF CROSS-DISCIPLINARY PROGRAMS AND ON CROSS-COLLEGE FACULTY RESEARCH. LEHIGH OFFERS 50 UNDERGRADUATE AND GRADUATE DEGREES AND OFFERS MORE THAN 100 UNDERGRADUATE PROGRAMS AND MAJORS, FEATURING MORE THAN 2,300 COURSES. THERE ARE 65 PROGRAMS OFFERED AT THE GRADUATE LEVEL. IN THE FALL OF 2016, LEHIGH UNDERGRADUATE ENROLLMENT WAS 5,048 FTE UNDERGRADUATE STUDENTS AND 1,559 FTE GRADUATE STUDENTS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$43,385,171	ExpenseAmt
Grant	$4,505,110	GrantAmt
Revenue	$1,004,946	RevenueAmt
Desc	RESEARCH: LEHIGH IS COMMITTED TO THE PURSUIT OF NEW KNOWLEDGE, CREATIVE DISCOVERY, SCHOLARLY INQUIRY, AND ESTABLISHING A VIBRANT INTELLECTUAL CULTURE THAT PERVADES THE CAMPUS COMMUNITY. FACULTY RESEARCH AND CREATIVE WORK HAS BEEN RECOGNIZED NATIONALLY AND INTERNATIONALLY BY HIGH HONORS FROM PEERS, SIGNIFICANT GRANTS AND FUNDING, PATENTS GRANTED, AND NUMEROUS AND VARIED AWARDS. LEHIGH FACULTY HAVE CONTRIBUTED TO ADVANCEMENTS IN THEIR DISCIPLINES AND HAVE BEEN AT THE FOREFRONT OF MAJOR DISCOVERIES THAT HAVE IMPROVED THE LIVES OF MILLIONS. THIS SCHOLARLY INQUIRY AND RESEARCH POSITIVELY IMPACTS AND ENHANCES THE LEARNING EXPERIENCE IN THE CLASSROOM. TOGETHER WITH TRADITIONAL FACULTY SCHOLARSHIP ACTIVITIES, APPROXIMATELY 600 ACTIVELY SUPPORTED RESEARCH PROJECTS WERE CONDUCTED IN FISCAL YEAR 2017.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$39,995,438	ExpenseAmt
Grant	$2,159,742	GrantAmt
Revenue	$43,551,684	RevenueAmt
Desc	AUXILIARY SERVICES: STUDENT LIFE AT LEHIGH CREATES A BALANCED EDUCATIONAL EXPERIENCE THAT INTEGRATES FORMAL STUDIES WITH RESIDENTIAL LIFE AND A VIBRANT ARRAY OF STUDENT ORGANIZATIONS AND ACTIVITIES. LEHIGH IS A CARING COMMUNITY DEEPLY COMMITTED TO HARMONIOUS CULTURAL DIVERSITY AS AN ESSENTIAL ELEMENT OF THE LEARNING ENVIRONMENT. IN ORDER THAT ALL MEMBERS OF THE LEHIGH COMMUNITY MIGHT DEVELOP AS EFFECTIVE AND ENLIGHTENED CITIZENS, THE UNIVERSITY ENCOURAGES PHYSICAL, SOCIAL, ETHICAL AND SPIRITUAL DEVELOPMENT AS WELL AS RIGOROUS INTELLECTUAL DEVELOPMENT. IN FISCAL YEAR 2017, APPROXIMATELY 3,344 UNDERGRADUATE STUDENTS RESIDED IN RESIDENCE HALLS, FRATERNITIES OR SORORITIES AND 218 RESIDENTS OCCUPIED GRADUATE HOUSING ON LEHIGH'S CAMPUS.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$20,461,971	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$561,506	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$11,326,344	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$416,230,744	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	Yes (true)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (true)	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (true)	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	9374	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	1919	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	10	GoverningBodyVotingMembersCnt
Independent Voting Member	10	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AZ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	K MILLER CONTROLLER	PersonNm
Phone	6107583140	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	LEHIGH UNIVERSITY 306 S NEW ST STE	AddressLine1Txt
City	BETHLEHEM	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	18015	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	OfficerOfficerInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
BRAD ERIC SCHELER
CHAIRMAN BOARD OF TRUSTEES	3.0	0.0	Yes (X)	$0	$0	$0
JANE P JAMIESON
VICE CHAIR BOARD OF TRUSTEES	2.0	0.0	Yes (X)	$0	$0	$0
SHARI L ARONSON
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
NICHOLAS P BIGELOW
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
PAUL D BOSCO
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
ROBERT L BROWN III
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
MARIA L CHRIN
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
KEVIN L CLAYTON
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
MICHAEL J CONNOR
TRUSTEE	1.0	0.0	Yes (X)	$2,500	$0	$0
PETER C DIAMOND
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
VINCENT A FORLENZA JR
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
JOHN J FRANCHINI
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
JENNIFER S GONZALEZ
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
JORDAN HITCH
TRUSTEE/INTER. CHIEF INV. OFF.	17.0	0.0	Yes (X)	$175,138	$0	$8,582	Yes (X)
LIA IACOCCA-ASSAD
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
FRANCIS J INGRASSIA
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
STEPHEN K KLASKO
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
ANNE R KLINE
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
MARK V MACTAS
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
JAMES R MAIDA
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
PETER A MORALES
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
JOSEPH R PERELLA
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
EDWARD RAMOS
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
KAREN S SCHAUFELD
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
SARAT SETHI
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
PHILIP B SHEIBLEY
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
SAFIYA JAFARI SIMMONS
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
DENNIS E SINGLETON
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
TARA I STACOM
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
KAREN O'DONNELL VANDERGOOT
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
JOHN J VRESICS JR
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
FRANK E WALSH III
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
GINA N WHITFIELD
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
MICHAEL J YASZEMSKI
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
MARK R YEAGER
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
JOHN D SIMON
PRESIDENT	40.0	0.0		$761,569	$0	$88,293		Yes (X)
PATRICK V FARRELL
PROVOST	40.0	0.0		$519,908	$0	$45,636		Yes (X)
FRANK A ROTH
GENERAL COUNSEL, SECRETARY	40.0	2.0		$369,391	$0	$45,216		Yes (X)
PATRICIA A JOHNSON
VP FINANCE AND ADMINISTRATION	40.0	0.5		$383,013	$0	$22,098		Yes (X)
DENISE M BLEW
AVP FINANCE, ASST SEC, TREAS	40.0	0.0		$241,220	$0	$100,976		Yes (X)
DAVID L HAMMER
ASSOCIATE TREASURER	40.0	0.0		$94,191	$0	$31,248		Yes (X)
KRISTIN AGATONE
CHIEF INVESTMENT OFFICER	23.0	0.0		$277,090	$0	$15,807	Yes (X)
JOHN P COULTER
INTERIM DEAN/PROFESSOR	40.0	0.0		$311,766	$0	$33,824	Yes (X)
DONALD E HALL
DEAN, COLLEGE OF ARTS & SCIENC	40.0	0.0		$306,372	$0	$44,975	Yes (X)
STEPHEN P DEWEERTH
DEAN, P.C.ROSSIN COLL OF ENG	13.0	0.0		$183,840	$0	$10,415	Yes (X)
COREY GALSTAN
DIRECTOR PUBLIC MKT INVEST.	40.0	0.0		$507,511	$0	$44,887			Yes (X)
GEORGETTE C PHILLIPS
DEAN, COLLEGE OF BUS. & ECON.	40.0	0.0		$452,615	$0	$20,846			Yes (X)
JENNIFER B SASSANI
DIRECTOR - ALTERNATIVE INVEST.	35.0	0.0		$560,038	$0	$50,468			Yes (X)
JOSEPH P KENDER
VP, ADVANCEMENT	7.0	0.0		$431,523	$0	$10,082			Yes (X)
DIONNE JACKSON
AVP, ADVANCEMENT	37.0	0.0		$466,099	$0	$15,539			Yes (X)
DANIEL P LOPRESTI
PROFESSOR	40.0	0.1		$291,013	$0	$44,614				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$6,334,797	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$633,506	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	439	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
SODEXO INC AND AFFILIATES
PO BOX 360170	PITTSBURGH	PA	152516170	FOOD SERVICE	$11,912,614
ABM JANITORIAL-MID ATLANTIC INC
PO BOX 198352	ATLANTA	GA	303848352	JANITORIAL SERVICES	$8,991,920
BOYLE CONSTRUCTION INC
1209 HAUSMAN RD SUITE B	ALLENTOWN	PA	18104	CONSTRUCTION MGMT	$3,153,481
BRICKMAN GROUP LTD LLC
PO BOX 71358	CHICAGO	IL	606941358	GROUNDS MAINTENANCE	$2,451,345
MASSIMINO BUILDING LLC
131 SOUTH SYCAMORE STREET	NEWTOWN	PA	18940	CONSTRUCTION MGMT	$1,684,164

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	130	CntrctRcvdGreaterThan100KCnt
Fundraising	$101,500	FundraisingAmt
Government Grants	$33,813,074	GovernmentGrantsAmt
All Other Contributions	$51,296,810	AllOtherContributionsAmt
Noncash Contributions	$14,112,242	NoncashContributionsAmt
Total Contributions	$85,211,384	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
AUXILIARY OPERATIONS	900099	$43,551,684	$43,544,863	$6,821
TUITION REVENUE	900099	$282,878,953	$282,878,953
OTHER SALES AND SERVICES	900099	$10,067,035	$9,178,899	$888,136
PROGRAM INVESTMENT INCOME	525990	$191,181	$191,181
ALL OTHER PROGRAM SERVICE REVENUE	713990	$2,073,074	$2,010,441	$62,633

Field	Value	IRS element (for citing)
Total Program Service Revenue	$338,761,927	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$17,951,355	TotalRevenueColumnAmt
Unrelated Business Revenue	$709,417	UnrelatedBusinessRevenueAmt
Exclusion	$17,241,938	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$380,960	TotalRevenueColumnAmt
Exclusion	$380,960	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$279,989	RealAmt
Personal	$1,600	PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$355,606	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$75,617	RealAmt
Personal	$1,600	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$74,017	TotalRevenueColumnAmt
Unrelated Business Revenue	$1,600	UnrelatedBusinessRevenueAmt
Exclusion	-$75,617	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,353,421,464	SecuritiesAmt
Other	$68,150	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$1,289,196,535	SecuritiesAmt
Other	$181,613	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$64,224,929	SecuritiesAmt
Other	-$113,463	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$64,111,466	TotalRevenueColumnAmt
Exclusion	$64,111,466	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$83,542	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$101,500	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$254,137	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$170,595	TotalRevenueColumnAmt
Exclusion	-$170,595	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	ALL OTHER REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	-$10,024,022	TotalRevenueColumnAmt
Unrelated Business Revenue	$100,000	UnrelatedBusinessRevenueAmt
Exclusion	-$10,124,022	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	-$10,024,022	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$496,148,458	TotalRevenueColumnAmt
Related Or Exempt Func Income	$337,804,337	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,768,607	UnrelatedBusinessRevenueAmt
Exclusion	$71,364,130	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$2,874,432	TotalAmt
Program Services	$2,874,432	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$94,093,678	TotalAmt
Program Services	$94,093,678	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$4,177,555	TotalAmt
Program Services	$4,177,555	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

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

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$3,855,633	TotalAmt
Program Services	$1,027,838	ProgramServicesAmt
Management And General	$2,378,009	ManagementAndGeneralAmt
Fundraising	$449,786	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$709,658	TotalAmt
Program Services	$686,083	ProgramServicesAmt
Management And General	$23,575	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$168,387,191	TotalAmt
Program Services	$146,282,333	ProgramServicesAmt
Management And General	$13,806,425	ManagementAndGeneralAmt
Fundraising	$8,298,433	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$14,108,620	TotalAmt
Program Services	$12,064,266	ProgramServicesAmt
Management And General	$1,285,808	ManagementAndGeneralAmt
Fundraising	$758,546	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$29,855,982	TotalAmt
Program Services	$25,464,851	ProgramServicesAmt
Management And General	$2,793,282	ManagementAndGeneralAmt
Fundraising	$1,597,849	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$10,902,829	TotalAmt
Program Services	$9,264,782	ProgramServicesAmt
Management And General	$1,054,042	ManagementAndGeneralAmt
Fundraising	$584,005	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

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

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$829,857	TotalAmt
Program Services	$240,345	ProgramServicesAmt
Management And General	$589,512	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$310,037	TotalAmt
Program Services	$16,050	ProgramServicesAmt
Management And General	$293,987	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$66,000	TotalAmt
Program Services	$66,000	ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$225,107	TotalAmt
Fundraising	$225,107	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$4,846,513	TotalAmt
Management And General	$4,846,513	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$22,225,709	TotalAmt
Program Services	$17,559,716	ProgramServicesAmt
Management And General	$4,451,265	ManagementAndGeneralAmt
Fundraising	$214,728	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,885,072	TotalAmt
Program Services	$1,495,781	ProgramServicesAmt
Management And General	$150,019	ManagementAndGeneralAmt
Fundraising	$239,272	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$20,685,696	TotalAmt
Program Services	$18,630,083	ProgramServicesAmt
Management And General	$1,401,165	ManagementAndGeneralAmt
Fundraising	$654,448	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$4,317,278	TotalAmt
Program Services	$2,350,241	ProgramServicesAmt
Management And General	$1,797,233	ManagementAndGeneralAmt
Fundraising	$169,804	FundraisingAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$32,431,776	TotalAmt
Program Services	$27,816,321	ProgramServicesAmt
Management And General	$2,862,054	ManagementAndGeneralAmt
Fundraising	$1,753,401	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$7,743,679	TotalAmt
Program Services	$7,046,852	ProgramServicesAmt
Management And General	$276,557	ManagementAndGeneralAmt
Fundraising	$420,270	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

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

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$4,440,266	TotalAmt
Program Services	$3,839,192	ProgramServicesAmt
Management And General	$389,683	ManagementAndGeneralAmt
Fundraising	$211,391	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$11,578,977	TotalAmt
Program Services	$9,855,565	ProgramServicesAmt
Management And General	$1,103,189	ManagementAndGeneralAmt
Fundraising	$620,223	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$27,777,693	TotalAmt
Program Services	$23,604,356	ProgramServicesAmt
Management And General	$2,685,437	ManagementAndGeneralAmt
Fundraising	$1,487,900	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,502,938	TotalAmt
Program Services	$468,534	ProgramServicesAmt
Management And General	$1,034,404	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
NONCAPITALIZED EQUIPMENT	$2,167,994	$1,835,708	$316,476	$15,810
ATHLETIC SUPPLIES	$588,260	$588,260
LIBRARY ACQUISITIONS	$4,881,922	$4,881,922

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$477,470,352	TotalAmt
Program Services	$416,230,744	ProgramServicesAmt
Management And General	$43,538,635	ManagementAndGeneralAmt
Fundraising	$17,700,973	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$21,268,280	BOYAmt
EOY	$18,278,755	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$42,659,711	BOYAmt
EOY	$40,436,010	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$6,782,243	BOYAmt
EOY	$7,800,002	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$1,589,871	BOYAmt
EOY	$1,502,842	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$5,551,734	BOYAmt
EOY	$5,773,203	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$920,966,074	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$516,565,033	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$395,096,651	BOYAmt
EOY	$404,401,041	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$549,622,309	BOYAmt
EOY	$755,395,456	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$970,700,214	BOYAmt
EOY	$1,078,272,081	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$10,968,108	BOYAmt
EOY	$9,831,663	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$4,342,371	BOYAmt
EOY	$4,553,018	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,008,581,492	BOYAmt
EOY	$2,326,244,071	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$37,217,671	BOYAmt
EOY	$39,792,561	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$22,395,239	BOYAmt
EOY	$23,963,315	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$206,377,259	BOYAmt
EOY	$212,072,537	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$33,025,359	BOYAmt
EOY	$181,660,373	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$77,429,392	BOYAmt
EOY	$72,355,634	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$376,444,920	BOYAmt
EOY	$529,844,420	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$796,993,859	BOYAmt
EOY	$882,870,186	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$309,159,516	BOYAmt
EOY	$364,188,120	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$525,983,197	BOYAmt
EOY	$549,341,345	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,632,136,572	BOYAmt
EOY	$1,796,399,651	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,008,581,492	BOYAmt
EOY	$2,326,244,071	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$18,678,106	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$133,400,439	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$12,184,534	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$98,349,429	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$90,045,136	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$76,267,483	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$76,886,385	CurrentTaxYearMinus1YearAmt
Current Tax Year	$85,211,384	CurrentTaxYearAmt
Total	$426,759,817	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

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

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

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

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$98,349,429	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$90,045,136	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$76,267,483	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$76,886,385	CurrentTaxYearMinus1YearAmt
Current Tax Year	$85,211,384	CurrentTaxYearAmt
Total	$426,759,817	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$159,088	SubstantialContributorsTotAmt
Public Support Total170	$426,600,729	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$17,034,012	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$15,910,695	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$27,108,497	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$19,762,629	CurrentTaxYearMinus1YearAmt
Current Tax Year	$18,613,904	CurrentTaxYearAmt
Total	$98,429,737	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

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

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$47,500	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$47,600	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$12,504	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$31,207	CurrentTaxYearMinus1YearAmt
Current Tax Year	-$10,024,022	CurrentTaxYearAmt
Total	-$9,885,211	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$515,304,343	TotalSupportAmt
Gross Receipts Rltd Activities	$1,568,615,954	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.82786	PublicSupportCY170Pct
Public Support PY170	0.80452	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10	FormAndLineReferenceDesc
Explanation	Amounts reported on this line include miscellaneous revenue not classified as contributions, unrelated business income, gross income from investment activities as defined in Schedule A, Part II, Line 8, or related activity income.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

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

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

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$134,437	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$134,437	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$477,335,915	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$477,470,352	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	FilingOrganizationsTotalAmt

Field	Value	IRS element (for citing)
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$1,000,000	CurrentYearMinus3Amt
Current Year Minus2	$1,000,000	CurrentYearMinus2Amt
Current Year Minus1	$1,000,000	CurrentYearMinus1Amt
Current Year	$1,000,000	CurrentYearAmt
Total	$4,000,000	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$6,000,000	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$130,905	CurrentYearMinus3Amt
Current Year Minus2	$132,748	CurrentYearMinus2Amt
Current Year Minus1	$131,509	CurrentYearMinus1Amt
Current Year	$134,437	CurrentYearAmt
Total	$529,599	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$250,000	CurrentYearMinus3Amt
Current Year Minus2	$250,000	CurrentYearMinus2Amt
Current Year Minus1	$250,000	CurrentYearMinus1Amt
Current Year	$250,000	CurrentYearAmt
Total	$1,000,000	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$2,006,265	RevenuesIncludedAmt
Assets Included	$17,452,167	AssetsIncludedAmt

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

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,108,192,189	BeginningYearBalanceAmt
Contributions	$12,675,739	ContributionsAmt
Investment Earnings Or Losses	$180,437,274	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$23,783,036	GrantsOrScholarshipsAmt
Other Expenditures	$43,111,964	OtherExpendituresAmt
Administrative Expenses	$6,424,047	AdministrativeExpensesAmt
End Year Balance	$1,227,986,155	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,168,168,599	BeginningYearBalanceAmt
Contributions	$41,128,325	ContributionsAmt
Investment Earnings Or Losses	-$22,717,907	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$22,975,434	GrantsOrScholarshipsAmt
Other Expenditures	$47,385,478	OtherExpendituresAmt
Administrative Expenses	$8,025,916	AdministrativeExpensesAmt
End Year Balance	$1,108,192,189	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,171,190,664	BeginningYearBalanceAmt
Contributions	$19,355,533	ContributionsAmt
Investment Earnings Or Losses	$44,736,305	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$22,153,411	GrantsOrScholarshipsAmt
Other Expenditures	$37,875,894	OtherExpendituresAmt
Administrative Expenses	$7,084,598	AdministrativeExpensesAmt
End Year Balance	$1,168,168,599	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,065,459,315	BeginningYearBalanceAmt
Contributions	$24,534,659	ContributionsAmt
Investment Earnings Or Losses	$153,802,570	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$20,898,197	GrantsOrScholarshipsAmt
Other Expenditures	$44,704,331	OtherExpendituresAmt
Administrative Expenses	$7,003,352	AdministrativeExpensesAmt
End Year Balance	$1,171,190,664	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$995,284,369	BeginningYearBalanceAmt
Contributions	$26,815,910	ContributionsAmt
Investment Earnings Or Losses	$106,500,640	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$20,639,523	GrantsOrScholarshipsAmt
Other Expenditures	$36,690,415	OtherExpendituresAmt
Administrative Expenses	$5,811,606	AdministrativeExpensesAmt
End Year Balance	$1,065,459,375	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.31400	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.40900	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.27700	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (true)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$16,764,208	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$6,208,352	OtherCostOrOtherBasisAmt
Book Value	$22,972,560	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$614,073,374	OtherCostOrOtherBasisAmt
Depreciation	$315,015,000	DepreciationAmt
Book Value	$299,058,373	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$671,433	OtherCostOrOtherBasisAmt
Depreciation	$89,553	DepreciationAmt
Book Value	$581,879	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$204,857,270	OtherCostOrOtherBasisAmt
Depreciation	$167,585,977	DepreciationAmt
Book Value	$37,271,293	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$78,391,438	OtherCostOrOtherBasisAmt
Depreciation	$33,874,502	DepreciationAmt
Book Value	$44,516,936	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$404,401,041	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
ALTERNATIVE INVESTMENTS	$1,073,172,100	F
LIFE INSURANCE & OTHER INVEST	$3,211,611	F
REAL ESTATE	$1,888,370	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$1,078,272,081	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDesc	AmtAmt
ANNUITY PAYMENT LIABILITY	$18,430,665
POSTRETIREMENT BENEFIT LIABILI	$43,612,000
RATE SWAP LIABILITY	$1,002,225
FIN47 ASSET RETIREMENT OBLIGAT	$3,457,646
DEPOSITS HELD FOR OTHERS	$1,345,762
REFUNDABLE STUDENT LOANS	$2,018,025
OTHER LIABILITIES	$2,489,311

Field	Value	IRS element (for citing)
Total Liability	$72,355,634	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PART III, LINE 4	THE LEHIGH UNIVERSITY ART GALLERIES MAINTAIN AND DEVELOP THE UNIVERSITY'S PERMANENT ART COLLECTION EXHIBITIONS DESIGNED TO INSPIRE, DEVELOP AND PROMOTE VISUAL LITERACY AND CULTURAL UNDERSTANDING THROUGH CROSS-DISCIPLINARY EDUCATIONAL OPPORTUNITIES THAT SUPPLEMENT FORMAL CLASSROOM STUDY, AND SERVE AS AN EDUCATIONAL LABORATORY TO BENEFIT STUDENTS, FACULTY, AND THE COMMUNITY-AT-LARGE AS PART OF THE UNIVERSITY LEARNING EXPERIENCE. THE ART GALLERY MAINTAINS AND DEVELOPS THE UNIVERSITY'S WORLD-CLASS TEACHING COLLECTION OF OVER 14,000 OBJECTS AND PRESENTS APPROXIMATELY TWELVE EXHIBITIONS PER YEAR IN SEVEN CAMPUS GALLERIES.
SCHEDULE D, PART V, LINE 4	THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 2,700 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES FUNDS THAT ARE ACTIVELY MANAGED BY THE UNIVERSITY AS PART OF A SINGLE COMMINGLED INVESTMENT POOL AS WELL AS LIMITED NUMBER OF INDIVIDUAL FUNDS THAT ARE SEPARATELY INVESTED OR HELD IN TRUST BY OTHERS. THE PRINCIPAL FINANCIAL OBJECTIVE OF THE ENDOWMENT POOL IS THAT THE REAL PURCHASING POWER OF THE ENDOWMENT PRINCIPAL SHOULD BE PRESERVED AND IF POSSIBLE ENHANCED TO HELP ENSURE THE UNIVERSITY'S FINANCIAL FUTURE. EARNINGS ON ENDOWMENT FUNDS ARE DESIGNATED FOR SCHOLARSHIPS, FELLOWSHIPS, PROFESSORSHIPS, CHAIRS, STUDENT LOANS AND OTHER PURPOSES. ENDOWMENT CONTRIBUTIONS INCLUDE GIFTS AS WELL AS TRANSFERS TO BOARD DESIGNATED ENDOWMENT FUNDS.
SCHEDULE D, PART X, LINE 2	THE UNIVERSITY HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(c)(3) OF THE UNITED STATES INTERNAL REVENUE CODE, EXCEPT FOR TAXES ON INCOME FROM ACTIVITIES UNRELATED TO ITS EXEMPT PURPOSE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE UNIVERSITY AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE UNIVERSITY HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE UNIVERSITY, AND HAS CONCLUDED THAT AS OF JUNE 30, 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE UNIVERSITY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTION; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE E, PART I, LINE 3

CATALOGS, BROCHURES, NEWSPAPER ADVERTISEMENTS AND OTHER MEDIA ANNOUNCING PROGRAMS OR SOLICITING STUDENTS INCLUDE A SUMMARY STATEMENT ON THE NONDISCRIMINATORY POLICY.

SCHEDULE E, PART I, LINE 6A

LEHIGH UNIVERSITY RECEIVES FUNDS FROM VARIOUS FEDERAL AND STATE GOVERNMENTAL AGENCIES UNDER THEIR RESPECTIVE STUDENT FINANCIAL AID ASSISTANCE PROGRAMS. FEDERAL GRANT PROGRAMS INCLUDE THE PELL, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT, AS WELL AS FEDERAL WORK STUDY FUNDING, WHICH IS USED TO PROVIDE WORK OPPORTUNITIES TO STUDENTS. THE STATE PROGRAM IS THE PA HIGHER EDUCATION ASSISTANCE AGENCY PROGRAM. GRANTS ARE ALSO RECEIVED FROM VARIOUS OTHER STATES. IN ADDITION, THE UNIVERSITY IS AWARDED RESEARCH GRANTS AND OTHER PROJECT GRANTS BY VARIOUS FEDERAL AND STATE AGENCIES.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (33 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	EmployeeEmployeeCnt
East Asia and the Pacific	Fundraising	Fundraising	$5,448
East Asia and the Pacific	Program Services	Research & Infrastruct	$96,855
East Asia and the Pacific	Program Services	Global Educational Exp	$571,937	1
East Asia and the Pacific	Send agents to seminar		$104,399
Russia and the Newly Independent States	Send agents to seminar		$2,282
Russia and the Newly Independent States	Program Services	Global Educ. Exper.	$30,461
Russia and the Newly Independent States	Program Services	Research	$1,886
Europe (Including Iceland and Greenland)	Fundraising		$32,604	1
Europe (Including Iceland and Greenland)	Program Services	Global Educ. Exper.	$1,366,689
Europe (Including Iceland and Greenland)	Program Services	Research	$81,040	1
Europe (Including Iceland and Greenland)	Send agents to seminar		$175,187
Europe (Including Iceland and Greenland)	Investments		$771,708
Middle East and North Africa	Program Services	Global Educ. Exper.	$94,147
Middle East and North Africa	Send agents to seminar		$4,248
Middle East and North Africa	Program Services	Research	$4,193
South Asia	Send agents to seminar		$5,030
South Asia	Fundraising		$6,142
South Asia	Program Services	Research	$13,800	1
South Asia	Program Services	Global Educ. Exper.	$38,179	1
South America	Program Services	Global Educ. Exper.	$5,592	1
South America	Send agents to seminar		$15,707
South America	Program Services	Research	$22,232
South America	Investments		$119,245
Central America and the Caribbean	Program Services	Research	$9,732
Central America and the Caribbean	Send agents to seminar		$2,028
Central America and the Caribbean	Program Services	Global Educ. Exper.	$135,608
Sub-Saharan Africa	Program Services	Research	$35,520
Sub-Saharan Africa	Send agents to seminar		$11,476
Sub-Saharan Africa	Program Services	Global Educ. Exper.	$84,806
North America	Program Services	Research	$4,649
North America	Send agents to seminar		$24,053
Central America and the Caribbean	Investments		$446,365,000
Europe (Including Iceland and Greenland)	Investments		$27,877,000

Field	Value	IRS element (for citing)
Subtotal Employees	3	SubtotalEmployeesCnt
Continutation Total Employee	3	ContinutationTotalEmployeeCnt
Total Employee	6	TotalEmployeeCnt
Subtotal Spent	$3,354,256	SubtotalSpentAmt
Continuation Spent	$474,764,627	ContinuationSpentAmt
Total Spent	$478,118,883	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt	Valuation Method UsedValuationMethodUsedDesc
Europe (Including Iceland and Greenland)	RESEARCH	$159,453	CHECK	N/A	N/A
East Asia and the Pacific	RESEARCH	$65,184	CHECK	N/A	N/A

Field	Value	IRS element (for citing)
Total Other Org	3	TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (15 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt	Valuation Method UsedValuationMethodUsedDesc
SCHOLARSHIP	Central America and the Caribbean	5	$157,581	NONE	N/A
SCHOLARSHIP	East Asia and the Pacific	42	$1,096,258	NONE	N/A
SCHOLARSHIP	Europe (Including Iceland and Greenland)	21	$615,506	NONE	N/A
SCHOLARSHIP	Middle East and North Africa	12	$364,843	NONE	N/A
SCHOLARSHIP	North America	4	$195,946	NONE	N/A
SCHOLARSHIP	Russia and the Newly Independent States	3	$136,808	NONE	N/A
SCHOLARSHIP	South America	2	$90,057	NONE	N/A
SCHOLARSHIP	Sub-Saharan Africa	14	$765,938	NONE	N/A
FELLOWSHIP	Central America and the Caribbean	1	$2,026	NONE	N/A
FELLOWSHIP	East Asia and the Pacific	17	$66,687	NONE	N/A
FELLOWSHIP	Europe (Including Iceland and Greenland)	2	$5,600	NONE	N/A
FELLOWSHIP	Middle East and North Africa	1	$2,900	NONE	N/A
FELLOWSHIP	South Asia	5	$11,431	NONE	N/A
FELLOWSHIP	Sub-Saharan Africa	2	$11,492	NONE	N/A
SCHOLARSHIP	South Asia	10	$429,845	NONE	N/A

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

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE F, PART I, LINE 2	Subrecipient grants - Lehigh University maintains a 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 Lehigh. 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. Other Assistance - Assistance offered from institutional funds by Lehigh to our students is awarded on the basis of merit and/or financial need. The selection criteria is based on the calculated expected family contribution, which is derived by using complex formulas involving families' income, assets, and household sizes. The student financial aid office administers and monitors these grants using system-generated reviews, along with cross checks on an ad hoc basis. Results from these reviews 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.
SCHEDULE F, PART I, LINE 3	INVESTMENT MANAGEMENT EXPENSES AND THE BOOK VALUE OF INVESTMENTS ARE REPORTED SEPARATELY FOR EACH REGION. ACTIVITIES AND EXPENDITURES OUTSIDE THE U.S. HAVE BEEN IDENTIFIED ON A REASONABLE EFFORTS BASIS WHERE SUCH ACTIVITIES WERE NOT TRACKED SEPARATELY UNDER THE UNIVERSITY'S ACCOUNTING PROCEDURES. THESE REASONABLE EFFORTS INCLUDED REVIEWS OF FINANCIAL RECORDS, INTERVIEWS WITH UNIVERSITY PERSONNEL, REVIEW OF THE UNIVERSITY'S WEBSITE AND PUBLICATIONS, ETC. EXPENDITURES OUTSIDE THE U.S. ARE REPORTED ON THE ACCRUAL BASIS OF ACCOUNTING AS ARE THE FINANCIAL STATEMENTS.
SCHEDULE F, PART III, COLUMN C	NOTE THAT FOREIGN INDIVIDUALS ARE DEFINED AS THOSE LIVING OUTSIDE THE U.S. AT THE TIME THE AID WAS AWARDED. THE ABOVE IS A BEST ESTIMATE BASED ON CERTAIN ASSUMPTIONS REGARDING WHERE PERSONS WERE LIVING WHEN THE AID WAS AWARDED AND DOES NOT REPRESENT THE DEGREE TO WHICH AID IS AWARDED TO INTERNATIONAL STUDENTS.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (true)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)

ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Retained By ContractorRetainedByContractorAmt
CORNERSTONE GROUP
Campaign strategy	false	$9,250
DONOR RELATIONS GURU LLC
CAMPAIGN STRATEGY	false	$14,000
MARTS AND LUNDY
CAMPAIGN STRATEGY	false	$186,213
STELTER COMPANY
MAILING STRATEGY	false	$15,644

Field	Value	IRS element (for citing)
Total Retained By Contractors	$225,107	TotalRetainedByContractorsAmt
Licensed States	AK	LicensedStatesCd
Licensed States	AZ	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	DC	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	WA	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	GOLF TOURNAMENT	Event1Nm
Gross Receipts Event1	$55,159	GrossReceiptsEvent1Amt
Charitable Contri Event1	$21,709	CharitableContriEvent1Amt
Gross Revenue Event1	$33,450	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$2,436	NonCashPrizesEvent1Amt
Food And Beverage Event1	$35,191	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$3,915	OtherDirectExpensesEvent1Amt
Event2	ARTS GALA	Event2Nm
Gross Receipts Event2	$123,756	GrossReceiptsEvent2Amt
Charitable Contri Event2	$78,076	CharitableContriEvent2Amt
Gross Revenue Event2	$45,680	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$3,686	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$77,686	FoodAndBeverageEvent2Amt
Entertainment Event2	$87,570	EntertainmentEvent2Amt
Other Direct Expenses Event2	$41,988	OtherDirectExpensesEvent2Amt
Other Events Total	1	OtherEventsTotalCnt
Gross Receipts Other Events	$6,127	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$1,715	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$4,412	GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events	$1,665	NonCashPrizesOtherEventsAmt
Gross Receipts Total	$185,042	GrossReceiptsTotalAmt
Charitable Contributions Tot	$101,500	CharitableContributionsTotAmt
Gross Revenue Total Events	$83,542	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$4,101	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$3,686	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$112,877	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$87,570	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$45,903	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$254,137	DirectExpenseSummaryEventsAmt
Net Income Summary	-$170,595	NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE G, PART I, LINE 2B, COLUMN (IV)	FormAndLineReferenceDesc
Explanation	PROFESSIONAL FUNDRAISING ASSISTANCE WAS NOT CONNECTED WITH ANY PARTICULAR FUNDRAISING CAMPAIGN AND THE UNIVERSITY IS CURRENTLY UNABLE TO TRACK THE REVENUE ASSOCIATED WITH THE PROFESSIONAL FUNDRAISERS' ASSISTANCE.	ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (27 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Address Line2USAddress/AddressLine2Txt	Purpose Of GrantPurposeOfGrantTxt
CARNEGIE MELLON UNIVERSITY
PO BOX 371032	PITTSBURGH	PA	15250	250969449	501(C)(3)	$1,074,018
BETHLEHEM ECONOMIC DEVELOPMENT CORP
26 E THIRD STREET	BETHLEHEM	PA	18015	232211627	501(C)(3)	$207,501
COMMUNITY ACTION DEVELOPMENT CORP OF BETHLEHEM
409 EAST 4TH STREET	BETHLEHEM	PA	18015	231669589	501(C)(3)	$105,000
BUCKNELL UNIVERSITY
OFFICE OF FINANCE	LEWISBURG	PA	17837	240772407	501(C)(3)	$6,373	ONE DENT DRIVE
ALLIANCE OF BORDER COLLABORATIVES
5400 SUNCREST DRIVE STE D7	EL PASO	TX	79912	271747560	501(C)(3)	$37,612
DREXEL UNIVERSITY
PO BOX 95000	PHILADELPHIA	PA	191951090	231352630	501(C)(3)	$54,000
GEORGETOWN UNIVERSITY
BOX 571164	WASHINGTON	DC	200571164	530196603	501(C)(3)	$12,368	SPONSORED ACCOUNTING OFFICE	RESEARCH
KUTZTOWN UNIVERSITY
PO BOX 730	KUTZTOWN	PA	195300730	232710197		$15,201		RESEARCH
OREGON RESEARCH INSTITUTE
1776 MILLRACE DRIVE	EUGENE	OR	974032536	930495655	501(C)(3)	$56,864
CITY OF BETHLEHEM
10 EAST CHURCH STREET	BETHLEHEM	PA	18018	246000689		$7,500
PENNSYLVANIA STATE UNIVERSITY
227 W BEAVER AVE	STATE COLLEGE	PA	168014819	246000376		$24,638
SYRACUSE UNIVERSITY
102 ARCHBOLD GYM	SYRACUSE	NY	132441140	150532081	501(C)(3)	$145,776		RESEARCH
TEACHERS COLLEGE COLUMBIA UNIVERSITY
525 WEST 120TH STREET	NEW YORK	NY	10027	131624202	501(C)(3)	$75,400	ATTNJ HERNANDEZ GRANTS AND CONTRA
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
PO BOX 785541	PHILADELPHIA	PA	191785541	231352685	501(C)(3)	$115,047
UNITED WAY OF GREATER LEHIGH VALLEY
1110 AMERICAN PARKWAY NE SUITE F120	ALLENTOWN	PA	18109	232657933	501(C)(3)	$10,000
UNIVERSITY OF TENNESSEE
210 STUDENT SVCS BLDG	KNOXVILLE	TN	379960225	626001636		$90,989
GEORGIA STATE UNIVERSITY
BOX 3999	ATLANTA	GA	303023999	581845423		$28,017
HISPANIC CENTER LEHIGH VALLEY
520 E FOURTH STREET	BETHLEHEM	PA	18015	231882308	501(C)(3)	$50,900
REGENTS OF THE UNIVERSITY OF CALIFORNIA
9500 GILMAN DR	LA JOLLA	CA	920930009	956006142		$277,201
UNIVERSITY OF DELAWARE
116 STUDENT SERVICES BLDG	NEWARK	DE	19716	516000297	501(c)(3)	$17,964
UNIVERSITY OF KANSAS
2385 IRVING HILL RD	LAWRENCE	KS	660457568	480680117		$22,116
UNIVERSITY OF SOUTHERN CALIFORNIA
SPONSORED PROJECTS ACCOUNTING	LOS ANGELES	CA	900742095	951642394	501(C)(3)	$47,806	FILE NO 52095
SOUDERTON AREA SCHOOL DISTRICT
760 LOWER ROAD	SOUDERTON	PA	18964	231668443		$25,032
UNIVERSITY OF ILLINOIS
28392 NETWORK PLACE	CHICAGO	IL	606731283	376000511		$177,424
VANDERBILT UNIVERSITY
1207 17TH AVENUE SOUTH	NASHVILLE	TN	37212	620476822	501(C)(3)	$91,796	SUITE 105
INSTITUTE FOR CANCER RESEARCH
323 COTTMAN AVENUE P3001C	PHILADELPHIA	PA	19111	236296135	501(C)(3)	$19,515		RESEARCH
MASSACHUSETTS GENERAL HOSPITAL
PO BOX 3829	BOSTON	MA	022413829	042697983	501(C)(3)	$80,050	RESEARCH FINANCE

Field	Value	IRS element (for citing)
Total501c3 Org	27	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIPS AND FELLOWSHIPS	GrantTypeTxt
Recipient	3210	RecipientCnt
Cash Grant	$94,093,678	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE I, PART III

INDIVIDUALS IN THE U.S. ARE DEFINED AS THOSE LIVING IN THE U.S. AT THE TIME THE AID WAS AWARDED. THE ABOVE IS A BEST ESTIMATE BASED ON CERTAIN ASSUMPTIONS REGARDING WHERE PERSONS WERE LIVING WHEN THE AID WAS AWARDED AND DOES NOT REPRESENT THE DEGREE TO WHICH AID IS AWARDED TO INTERNATIONAL STUDENTS.

SCHEDULE I, PART I

Subrecipient grants - Lehigh University maintains a 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 Lehigh. 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. Other Assistance - Assistance offered from instititional funds by Lehigh to our students is awarded on the basis of merit and/or financial need. The selection criteria is based on the calculated expected family contribution, which is derived by using complex formulas involving families' income, assets, and household sizes. The student financial aid office administers and monitors these grants using system-generated reviews, along with cross checks on an ad hoc basis. Results from these reviews 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.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	Yes (X)	TravelForCompanionsInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount
JORDAN HITCH
TRUSTEE/INTER. CHIEF INV. OFF.	$156,250	$18,888	$7,699	$883	$183,720
JOHN D SIMON
PRESIDENT	$724,291	$37,278	$28,674	$59,619	$849,862
PATRICK V FARRELL
PROVOST	$491,392	$3,516	$30,599	$15,037	$565,544	$25,000
FRANK A ROTH
GENERAL COUNSEL, SECRETARY	$365,831	$3,560	$30,599	$14,617	$414,607
PATRICIA A JOHNSON
VP FINANCE AND ADMINISTRATION	$377,532	$5,481	$18,674	$3,424	$405,111
DENISE M BLEW
AVP FINANCE, ASST SEC, TREAS	$239,999	$1,221	$28,596	$72,380	$342,196
KRISTIN AGATONE
CHIEF INVESTMENT OFFICER	$232,579	$280	$10,843	$4,964	$292,897	$44,231
JOHN P COULTER
INTERIM DEAN/PROFESSOR	$284,329	$27,437	$29,692	$4,132	$345,590
DONALD E HALL
DEAN, COLLEGE OF ARTS & SCIENC	$305,087	$1,285	$30,599	$14,376	$351,347
STEPHEN P DEWEERTH
DEAN, P.C.ROSSIN COLL OF ENG	$182,998	$842	$9,804	$611	$194,255
COREY GALSTAN
DIRECTOR PUBLIC MKT INVEST.	$272,439	$615	$30,599	$14,288	$552,398	$234,457
GEORGETTE C PHILLIPS
DEAN, COLLEGE OF BUS. & ECON.	$448,291	$4,324	$18,674	$2,172	$473,461
JENNIFER B SASSANI
DIRECTOR - ALTERNATIVE INVEST.	$245,531	$64,635	$30,599	$19,869	$610,506	$249,872
JOSEPH P KENDER
VP, ADVANCEMENT	$62,847	$368,676	$6,672	$3,410	$441,605
DIONNE JACKSON
AVP, ADVANCEMENT	$198,917	$267,182	$14,379	$1,160	$481,638
DANIEL P LOPRESTI
PROFESSOR	$290,120	$893	$30,599	$14,015	$335,627

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1A	SPOUSE TRAVEL: ON AN INFREQUENT BASIS, THE PRESIDENT'S SPOUSE MAY TRAVEL WITH THE PRESIDENT FOR BUSINESS REASONS. PAYMENT FOR ALL TRAVEL EXPENSES FOR THE PRESIDENT'S SPOUSE IS SUBJECT TO ADDITIONAL OVERSIGHT UNDER THE TERMS OF THE UNIVERSITY'S POLICY ON PRESIDENTIAL SPOUSE TRAVEL. HOUSING ALLOWANCE: THE AMOUNT REPORTED IN COLUMN D OF PART II FOR JOHN SIMON INCLUDES THE ESTIMATED ANNUAL LEASE VALUE FOR THE PRESIDENT'S HOUSE. DR SIMON WAS REQUIRED TO RESIDE IN A HOUSE ON CAMPUS. THE PRESIDENT'S HOUSE SERVED NOT ONLY AS A RESIDENCE, BUT ALSO AS A HOST LOCATION FOR MANY UNIVERSITY EVENTS. CLEANING SERVICES WERE ALSO PROVIDED FOR THE HOUSE. CLUB DUES AND INITIATION FEES: LEHIGH UNIVERSITY OFFERS A SUBSIDY OF COUNTRY CLUB INITIATION AND MEMBERSHIP DUES TO ELIGIBLE EMPLOYEES IN KEY POSITIONS FOR THE PURPOSE OF FUNDRAISING AND DONOR RELATION ACTIVITIES. THE TERMS OF THE SUBSIDY PROGRAM WERE APPROVED BY THE BOARD OF TRUSTEES COMPENSATION SUBCOMMITTEE. THE PRESIDENT RECEIVES A FULL SUBSIDY AND THE VICE PRESIDENT OF ADVANCEMENT RECEIVES A LIMITED SUBSIDY. ANY PERSONAL USE OF THE SOCIAL CLUB FACILITIES IS REPORTED AS TAXABLE COMPENSATION. PERSONAL SERVICES: THE UNIVERSITY PROVIDES THE SERVICES OF A DRIVER FOR BUSINESS TRANSPORTATION FOR THE PRESIDENT, TRUSTEES, VISITING DIGNITARIES AND OTHER SENIOR UNIVERSITY LEADERS.
SCHEDULE J, PART I, LINE 7	CERTAIN STAFF IN THE UNIVERSITY'S INVESTMENT OFFICE ARE ELIGIBLE FOR BONUS COMPENSATION THAT IS BASED UPON THE UNIVERSITY'S ENDOWMENT PERFORMANCE. THE CRITERIA FOR SUCH COMPENSATION IS ESTABLISHED BY THE COMPENSATION SUBCOMMITTEE OF THE UNIVERSITY'S BOARD OF TRUSTEES IN CONSULTATION WITH THE INVESTMENT SUBCOMMITTEE.
SCHEDULE J, PART II	DURING CALENDAR YEAR 2016, JORDAN HITCH SERVED THE UNIVERSITY IN SEQUENTIAL INTERIM STAFF AND TRUSTEE APPOINTMENTS. MR. HITCH RESIGNED FROM THE BOARD OF TRUSTEES PRIOR TO HIS STAFF APPOINTMENT, AND AT THE CONCLUSION OF HIS STAFF APPOINTMENT, WAS REAPPOINTED TO THE BOARD OF TRUSTEES. ALL COMPENSATION REPORTED FOR MR. HITCH WAS PAID EXCLUSIVELY FOR SERVICES PROVIDED DURING THE STAFF APPOINTMENT.
SCHEDULE J, PART I, LINE 4A	SEVERANCE PAYMENTS OF $336,810, $248,532 AND $37,034 WERE MADE TO JOSEPH KENDER, DIONNE JACKSON AND JENNIFER SASSANI RESPECTIVELY UNDER THE TERMS OF THEIR SEPARATION AGREEMENTS WITH THE UNIVERSITY.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
NORTHAMPTON COUNTY GENERAL PURPOSE AUTHORITY
A	233007498	663507BY6	2004-05-19	$50,000,000	VARIOUS CAPITAL PROJECTS	false	false	false
NORTHAMPTON COUNTY GENERAL PURPOSE AUTHORITY
B	233007498	663540JB9	2006-08-24	$47,000,000	REFUND 10/31/96 BONDS AND CAPITAL	false	false	false
NORTHAMPTON COUNTY GENERAL PURPOSE AUTHORITY
C	233007498	663507BZ3	2007-02-01	$53,931,267	REFUND 8/24/06 AND 1/19/00 BONDS	false	false	false
NORTHAMPTON COUNTY GENERAL PURPOSE AUTHORITY
D	233007498	663507CW9	2016-10-06	$105,101,536	REF PART 2007 & REF ALL 2009 BONDS	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$0	$0	$50,397,724	$0	$0	$0	$484,773	$0	$0	$49,912,951	$0	$0	2004	false	false	Yes (true)	Yes (true)
B	$38,145,000	$0	$47,249,418	$0	$0	$0	$495,818	$0	$0	$30,753,600	$16,000,000	$0	2006	Yes (true)	false	Yes (true)	Yes (true)
C	$0	$29,310,000	$53,931,267	$0	$0	$0	$766,267	$0	$0	$0	$53,165,000	$0	2006	Yes (true)	false	Yes (true)	Yes (true)
D	$0	$0	$105,101,536	$0	$0	$71,687,840	$451,024	$0	$0	$0	$32,962,672	$0	2009	Yes (true)	Yes (true)	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	0.00390	0.00370	0.00760	Yes (true)
B	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	0.00090	0.00230	0.00320
C	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	0.00080	0.00320	0.00400
D	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	0.01110	0.00240	0.01350

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Term Of HedgeTermOfHedgePct	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd
LEHMAN BROS SPEC FIN
A	false	false	Yes (true)	false	Yes (true)	Yes (true)	26.	false	Yes (true)	false	0	false
0
B	false	false	Yes (true)	false	Yes (true)	false				false	0	false
0
C	false	false	Yes (true)	false	Yes (true)	false				false	0	false
WELLS FARGO BANK
D	false	false	Yes (true)	false	Yes (true)	Yes (true)	23.	false	false	false	0	false

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE K, PART II, LINE 3	TOTAL PROCEEDS OF ISSUE FOR BONDS A AND B INCLUDE INTEREST EARNED.
SCHEDULE K, PART II, LINE 10	THE CAPITAL EXPENDITURES FOR THE 2007 AND 2016 BONDS ARE ZERO BECAUSE ALL OF THE PROCEEDS FROM THESE ISSUES WERE USED TO REFUND PRIOR BONDS.
SCHEDULE K, PART III, LINE 3D	RESEARCH AGREEMENTS AND MANAGEMENT AND SERVICE CONTRACTS RELATING TO FINANCED PROPERTY ARE ROUTINELY REVIEWED BY THE UNIVERSITY'S IN-HOUSE LEGAL COUNSEL, WHOSE STAFF ENGAGE BOND COUNSEL OR OTHER OUTSIDE COUNSEL FOR ADDITIONAL LEGAL AND COMPLIANCE ADVICE WHEN NECESSARY. THERE WERE NO RESEARCH AGREEMENTS OR MANAGEMENT AND SERVICE CONTRACTS WHICH REQUIRED ENGAGING OUTSIDE COUNSEL IN FISCAL YEAR 2017.
SCHEDULE K, PART III, LINE 4	THE PRIVATE USE PERCENTAGE DISCLOSED REPRESENTS THE PRIVATE BUSINESS USE FOR THE ENTIRE ISSUE, WHICH MAY INCLUDE PROCEEDS THAT REFUNDED BONDS ISSUED PRIOR TO JANUARY 1, 2003. AS SUCH, THE ACTUAL PRIVATE BUSINESS USE PERCENTAGE OF A PARTICULAR BOND MAY VARY SLIGHTLY FROM THE PERCENTAGE REPORTED.
SCHEDULE K, PART IV, LINE 4B	AS A COMPONENT OF THE DEBT PORTFOLIO, THE UNIVERSITY ENTERED INTO INTEREST RATE SWAP AGREEMENTS THAT EFFECTIVELY CONVERT CERTAIN VARIABLE REVENUE BOND OBLIGATIONS TO FIXED RATES OR REDUCE THE UNIVERSITY'S EFFECTIVE INTEREST RATE.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	23	ContributionCnt
Noncash Contributions Rpt F990	$2,006,265	NoncashContributionsRptF990Amt
Method Of Determining Revenues	EXPERT OPINION	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$3,300	NoncashContributionsRptF990Amt
Method Of Determining Revenues	EXPERT OPINION	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	208	ContributionCnt
Noncash Contributions Rpt F990	$10,506,221	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp

Real Estate Other RealEstateOtherGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$50,808	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	ATHLETICS EQUIPMENT/CLOTHING	8	$46,176	RECEIPTS
Yes (X)	SOFTWARE LICENSES/EQUIPMENT	4	$1,484,771	EXPERT OPINION
Yes (X)	HOST EVENT	15	$14,701	RECEIPTS

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

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE M, LINE 32A	FormAndLineReferenceDesc
Explanation	ON RARE OCCASIONS, LEHIGH UNIVERSITY WILL USE THIRD PARTY ORGANIZATIONS TO SELL ART CONTRIBUTIONS WHEN SPECIFIED UNDER THE TERMS OF THE GIFT AGREEMENT OR BEQUEST. THE PROCEEDS FROM ANY THIRD PARTY ORGANIZATION SALES ARE USED SOLELY FOR THE ENHANCEMENT OF THE ART COLLECTION.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	FORM 990, PART I, LINE 1	FormAndLineReferenceDesc
Explanation	LEHIGH UNIVERSITY STRIVES TO EARN INTERNATIONAL PROMINENCE AS A UNIVERSITY OF SPECIAL DISTINCTION AND PROVIDE STUDENTS WITH OPPORTUNITIES FOR SUCCESS THROUGH ITS INTEGRATION OF TEACHING, RESEARCH AND SERVICE TO SOCIETY. FORM 990, PART VI, SECTION B, LINE 11A THE UNIVERSITY PROVIDES A COPY OF THE 990 TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 IS REVIEWED BY APPROPRIATE SENIOR MANAGEMENT AT THE UNIVERSITY AND AN OUTSIDE PUBLIC ACCOUNTING FIRM. AFTER THIS REVIEW IS COMPLETE, A COPY OF THE FINAL RETURN IS PROVIDED TO EACH MEMBER OF THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. AFTER THE REVIEW OF THE AUDIT COMMITTEE, ON BEHALF OF THE FULL BOARD OF TRUSTEES, A COPY OF THE FINAL RETURN IS PROVIDED TO ALL VOTING MEMBERS OF THE BOARD AND THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, ON BEHALF OF THE BOARD OF TRUSTEES, THE CORPORATE SECRETARY AND THE INTERNAL AUDIT OFFICE FORWARD A COPY OF THE UNIVERSITY'S CONFLICT OF INTEREST POLICY TO ALL TRUSTEES, OFFICERS, FULL-TIME FACULTY AND EXEMPT STAFF MEMBERS. THEY ENSURE THAT EACH INDIVIDUAL RESPONDS THAT THEY HAVE READ AND AGREE TO ABIDE BY THE POLICY. THE CORPORATE SECRETARY AND THE INTERNAL AUDIT OFFICE REVIEW THE QUESTIONNAIRE RESPONSES AND ATTEMPT TO RESOLVE ANY SIGNIFICANT CONFLICTS WITH THE INDIVIDUALS. IF A CONFLICT CANNOT BE IMMEDIATELY RESOLVED, IT IS TAKEN TO THE NEXT LEVEL OF SUPERVISION UNTIL IT IS FULLY RESOLVED. IF AT ANY TIME DURING THE YEAR A NEW OR POSSIBLE CONFLICT OCCURS, THE INDIVIDUAL IS RESPONSIBLE FOR NOTIFYING THE CORPORATE SECRETARY IN WRITING. FORM 990, PART VI, SECTION B, LINE 15 LEHIGH UNIVERSITY IS COMMITTED TO COMPENSATING ALL EMPLOYEES AT A FAIR AND COMPETITIVE LEVEL. TO DO THIS, AN ANNUAL COMPARISON OF MARKET RATE SALARY DATA IS PERFORMED BY THE UNIVERSITY'S HUMAN RESOURCES OFFICE, WHICH ALSO UTILIZES INDEPENDENT CONSULTANTS AS APPROPRIATE TO COMPILE AND ANALYZE SUCH DATA. IN ADDITION, THE UNIVERSITY HAS ESTABLISHED AN INDEPENDENT COMPENSATION SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE SUBCOMMITTEE MEETS AS NEEDED TO REVIEW COMPENSATION MATTERS, BUT NO LESS THAN ANNUALLY TO REVIEW THE PERFORMANCE AND APPROVE THE COMPENSATION FOR THE PRESIDENT, OFFICERS OF THE UNIVERSITY ADMINISTRATION, OTHER SENIOR ADMINISTRATIVE OFFICERS, AND ANY OTHER HIGHLY COMPENSATED UNIVERSITY EMPLOYEES WHOSE COMPENSATION SHOULD BE REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES IN ACCORDANCE WITH UNIVERSITY GOVERNANCE DOCUMENTS AND APPLICABLE LEGAL REQUIREMENTS. SUCH REVIEW INCLUDES DETERMINATIONS BY THE SUBCOMMITTEE AND RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE OF THE BOARD, THAT THE COMPENSATION OF SUCH OFFICERS AND EMPLOYEES IS REASONABLE AND IN ACCORDANCE WITH LEGAL REQUIREMENTS APPLICABLE TO THE UNIVERSITY AS A NON-PROFIT TAX-EXEMPT ORGANIZATION. IN FULFILLING ITS RESPONSIBILITIES WITH RESPECT TO DETERMINING REASONABLE COMPENSATION, THE SUBCOMMITTEE UTILIZES INDEPENDENT CONSULTANTS AS APPROPRIATE TO COMPILE AND ANALYZE MARKET RATE AND COMPARATIVE SALARY DATA. SUBSTANTIATION OF THE SUBCOMMITTEE'S DELIBERATIONS AND DETERMINATIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE UNIVERSITY'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE LOCATED ON THE UNIVERSITY'S WEBSITE. FORM 990, PART VII, SECTION A DURING CALENDAR YEAR 2016, JORDAN HITCH SERVED THE UNIVERSITY IN SEQUENTIAL INTERIM STAFF AND TRUSTEE APPOINTMENTS. MR. HITCH RESIGNED FROM THE BOARD OF TRUSTEES PRIOR TO HIS STAFF APPOINTMENT, AND AT THE CONCLUSION OF HIS STAFF APPOINTMENT, WAS REAPPOINTED TO THE BOARD OF TRUSTEES. ALL COMPENSATION REPORTED FOR MR. HITCH WAS PAID EXCLUSIVELY FOR SERVICES PROVIDED DURING THE STAFF APPOINTMENT. THE COMPENSATION LISTED FOR MICHAEL CONNOR WAS PAYMENT FOR MUSICAL PERFORMANCES AND UNRELATED TO HIS POSITION ON THE UNIVERSITY'S BOARD OF TRUSTEES. FORM 990, PART XI, LINE 9 THIS AMOUNT CONSISTS OF OTHER INCOME AND LOSS AS FOLLOWS: UNREAL ADJ VALUE SPLIT INTEREST AGREEMENT: $ 403,200 UNREAL RATE SWAP ADJ: 12,498,651 NON-CASH IN KIND GIFTS (1,481,306) POSTRETIREMENT LIABILITY ADJUSTMENT 1,039,000 OTHER: (275,011) --------------- TOTAL TO LINE 9: $ 12,184,534	ExplanationTxt

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (26 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	End Of Year AssetsEndOfYearAssetsAmt	Total IncomeTotalIncomeAmt
LU PROPERTIES LLC
306 SOUTH NEW ST SUITE 451	BETHLEHEM	PA	18015	454740928	REAL ESTATE	PA	LEHIGH UNIV
LUP2 LLC
306 SOUTH NEW ST SUITE 451	BETHLEHEM	PA	18015	455027811	REAL ESTATE	PA	LEHIGH UNIV	$3,228,573
LUP3 LLC
306 SOUTH NEW ST SUITE 451	BETHLEHEM	PA	18015	455027849	REAL ESTATE	PA	LEHIGH UNIV
LUP4 LLC
306 SOUTH NEW ST SUITE 451	BETHLEHEM	PA	18015	455028052	REAL ESTATE	PA	LEHIGH UNIV	$11,696,298	$28,043
LUP5 LLC
306 SOUTH NEW ST SUITE 451	BETHLEHEM	PA	18015	455028099	REAL ESTATE	PA	LEHIGH UNIV	$1,726,206
LUP6 LLC
306 SOUTH NEW ST SUITE 451	BETHLEHEM	PA	18015	455038258	REAL ESTATE	PA	LEHIGH UNIV	$2,735,116
LUP7 LLC
306 SOUTH NEW ST SUITE 451	BETHLEHEM	PA	18015	455038269	REAL ESTATE	PA	LEHIGH UNIV	$1,493,029
LUP8 LLC
306 SOUTH NEW ST SUITE 451	BETHLEHEM	PA	18015	455038294	REAL ESTATE	PA	LEHIGH UNIV	$1,778,167
LUP9 LLC
306 SOUTH NEW ST SUITE 451	BETHLEHEM	PA	18015	455038318	REAL ESTATE	PA	LEHIGH UNIV	$18,922
LUP10 LLC
306 SOUTH NEW ST SUITE 451	BETHLEHEM	PA	18015	455038335	REAL ESTATE	PA	LEHIGH UNIV	$505,444
LUP11 LLC
306 SOUTH NEW ST SUITE 451	BETHLEHEM	PA	18015	455055049	REAL ESTATE	PA	LEHIGH UNIV
LUP12 LLC
306 SOUTH NEW ST SUITE 451	BETHLEHEM	PA	18015	455055141	REAL ESTATE	PA	LEHIGH UNIV	$3,709,716
LUP13 LLC
306 SOUTH NEW ST SUITE 451	BETHLEHEM	PA	18015	455055212	REAL ESTATE	PA	LEHIGH UNIV	$996,735
LUP14 LLC
306 SOUTH NEW ST SUITE 451	BETHLEHEM	PA	18015	455055279	REAL ESTATE	PA	LEHIGH UNIV	$1,672,264
LUP15 LLC
306 SOUTH NEW ST SUITE 451	BETHLEHEM	PA	18015	455055348	REAL ESTATE	PA	LEHIGH UNIV	$1,455,345	$44,857
LUP16 LLC
306 SOUTH NEW ST SUITE 451	BETHLEHEM	PA	18015	455075242	REAL ESTATE	PA	LEHIGH UNIV	$75,050
LUP17 LLC
306 SOUTH NEW ST SUITE 451	BETHLEHEM	PA	18015	455075314	REAL ESTATE	PA	LEHIGH UNIV	$3,696,261	$600
LUP18 LLC
306 SOUTH NEW ST SUITE 451	BETHLEHEM	PA	18015	455075370	REAL ESTATE	PA	LEHIGH UNIV	$183,807
LUP19 LLC
306 SOUTH NEW ST SUITE 451	BETHLEHEM	PA	18015	455081093	REAL ESTATE	PA	LEHIGH UNIV
LUP20 LLC
306 SOUTH NEW ST SUITE 451	BETHLEHEM	PA	18015	455081166	REAL ESTATE	PA	LEHIGH UNIV
LUP21 LLC
306 SOUTH NEW ST SUITE 451	BETHLEHEM	PA	18015	455085420	REAL ESTATE	PA	LEHIGH UNIV	$138,608
LUP22 LLC
306 SOUTH NEW ST SUITE 451	BETHLEHEM	PA	18015	455094916	REAL ESTATE	PA	LEHIGH UNIV	$89,768
LUP23 LLC
306 SOUTH NEW ST SUITE 451	BETHLEHEM	PA	18015	455094965	REAL ESTATE	PA	LEHIGH UNIV	$374,041
LUPLT LLC
306 SOUTH NEW ST SUITE 451	BETHLEHEM	PA	18015	455095007	REAL ESTATE	PA	LEHIGH UNIV
SO-BETH FUNDING LLC
306 SOUTH NEW ST SUITE 451	BETHLEHEM	PA	18015	454740873	STUDENT HOUS.	PA	LEHIGH UNIV	$65,181	$40,001
SOUTH RIVER INVESTMENTS LLC
306 SOUTH NEW ST SUITE 451	BETHLEHEM	PA	18015	812135057	REAL ESTATE	PA	LEHIGH UNIV		$82,602

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
BEN FRANKLIN TECHNOLOGY PARTNERS NE PA
116 RESEARCH DRIVE	BETHLEHEM	PA	18015	232517422	ECONOMIC DEV	PA	501(C)(3)	7	NA	Yes (true)
MANUFACTURERS RESOURCE CENTER
961 MARCON BLVD SUITE 200	ALLENTOWN	PA	18109	232514764	ECONOMIC DEV	PA	501(C)(3)	7	NA	Yes (true)
LEHIGH & NORTHAMPTON CNTIES REVOLV LOAN
621 TAYLOR STREET RAUCH BUSINESS CT	BETHLEHEM	PA	18015	232461494	ECONOMIC DEV	PA	501(C)(4)	N/A	NA	Yes (true)
LEHIGH UNIVERSITY ALUMNI ASSOCIATION
27 MEMORIAL DRIVE WEST	BETHLEHEM	PA	18015	240796860	ALUMNI RELAT	PA	501(C)(3)	12c, III FI	NA	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	MSP CO-INVESTPARTN V-A LP	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	440 S LASALLE ST	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60605	ZIPCd

Field	Value	IRS element (for citing)
EIN	205095093	EIN
Primary Activities	INVESTMENT	PrimaryActivitiesTxt
Legal Domicile State	DE	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	LEHIGH UNIV	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Predominant Income Type	UNRELATED	PredominantIncomeTypeTxt
Disproportionate Allocations	false	DisproportionateAllocationsInd
General Or Managing Partner	false	GeneralOrManagingPartnerInd
Ownership	0.98787	OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (14 entries)

Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	OwnershipOwnershipPct	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Primary ActivitiesPrimaryActivitiesTxt
LIFE INCOME FUNDS HELD IN TRUST (3)
PA	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (2)
CA	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (1)
NJ	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (1)
DC	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (2)
NY	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (1)
TX	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (3)
FL	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (1)
DE	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (1)
OH	VARIOUS	TRUST	false
ENDOWMENT FUNDS HELD IN TRUST (1)
NJ	VARIOUS	TRUST	false	1.00000
ENDOWMENT FUNDS HELD IN TRUST (2)
CO	VARIOUS	TRUST	false	1.00000
ENDOWMENT FUNDS HELD IN TRUST (1)
PA	VARIOUS	TRUST	false	1.00000
ENDOWMENT FUNDS HELD IN TRUST (1)
WV	VARIOUS	TRUST	false	1.00000
STABLER CORP CTR PROPERTY OWNERS ASSOC
PA	LU PROPERTIES	C CORP	false		27 MEMORIAL DRIVE WEST	BETHLEHEM	PA	18015	PROPERTY MGMT

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

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
BEN FRANKLIN TECH PARTNERS OF NORTHEASTERN PA
1A	$804	CASH VALUE
LEHIGH UNIVERSITY ALUMNI ASSOCIATION
1B	$585,770	CASH VALUE
BEN FRANKLIN TECH PARTNERS OF NORTHEASTERN PA
1C	$683,687	CASH VALUE
MANUFACTURERS RESOURCE CENTER
1L	$69,318	CASH VALUE
BEN FRANKLIN TECH PARTNERS OF NORTHEASTERN PA
1L	$140,721	CASH VALUE
BEN FRANKLIN TECH PARTNERS OF NORTHEASTERN PA
1Q	$622,550	CASH VALUE
MANUFACTURERS RESOURCE CENTER
1Q	$382,498	CASH VALUE