INSTITUTE FOR ADVANCED STUDY: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: INSTITUTE FOR ADVANCED STUDY (EIN 21-0634988)
Tax period: 2015-07-01 to 2016-06-30
Filed: 2017-05-08
IRS object ID: 201701289349301750
Schema version: 2015v3.0
Source: Download XML · Original 990 at ProPublica

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

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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-05-08T12:29:06-05:00	ReturnTs
Tax Period End	2016-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	345 Park Avenue	AddressLine1Txt
City	New York	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	101540102	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2015-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	210634988	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	INSTITUTE FOR ADVANCED STUDY -	BusinessNameLine1Txt
Business Name Line2	LOUIS BAMBERGER & MRS FELIX FULD FOUNDATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
In Care Of	% MARY J MAZZA	InCareOfNm
Business Name Control	INST	BusinessNameControlTxt
Phone	6097348208	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	Einstein Drive	AddressLine1Txt
City	Princeton	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	08540	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOHN MASTEN	PersonNm
Person Title	ASSOC.DIR.FIN. ADMIN	PersonTitleTxt
Phone	6097348208	PhoneNum
Signature	2017-05-03	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	David M Highfill	PreparerPersonNm
PTIN	P01517891	PTIN
Phone	2127589700	PhoneNum
Preparation	2017-05-03	PreparationDt

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Robbert Dijkgraaf Director	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	Einstein Drive	AddressLine1Txt
City	Princeton	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	08540	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$280,701,211	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.ias.edu	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1930	FormationYr
Legal Domicile State	NJ	LegalDomicileStateCd
Activity Or Mission	PURSUIT OF ADVANCED LEARNING AND EXPLOR. IN FIELDS OF PURE SCIENCE AND HIGH SCHOLARSHIP TO THE UTMOST DEGREE THAT THE FACILITIES AND THE ABILITY OF THE FACULTY AND SCHOLARS PERMIT	ActivityOrMissionDesc
Voting Members Governing Body	27	VotingMembersGoverningBodyCnt
Voting Members Independent	26	VotingMembersIndependentCnt
Total Employee	534	TotalEmployeeCnt
Total Volunteers	68	TotalVolunteersCnt
Total Gross UBI	$734,750	TotalGrossUBIAmt
PY Contributions Grants	$46,008,585	PYContributionsGrantsAmt
CY Contributions Grants	$48,421,278	CYContributionsGrantsAmt
PY Program Service Revenue	$6,762,376	PYProgramServiceRevenueAmt
CY Program Service Revenue	$7,042,436	CYProgramServiceRevenueAmt
PY Investment Income	$18,927,567	PYInvestmentIncomeAmt
CY Investment Income	$17,663,900	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$71,698,528	PYTotalRevenueAmt
CY Total Revenue	$73,127,614	CYTotalRevenueAmt
PY Grants And Similar Paid	$11,333,800	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$11,968,639	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$31,221,791	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$34,852,617	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$2,165,469	CYTotalFundraisingExpenseAmt
PY Other Expenses	$23,202,320	PYOtherExpensesAmt
CY Other Expenses	$24,100,620	CYOtherExpensesAmt
PY Total Expenses	$65,757,911	PYTotalExpensesAmt
CY Total Expenses	$70,921,876	CYTotalExpensesAmt
PY Revenues Less Expenses	$5,940,617	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$2,205,738	CYRevenuesLessExpensesAmt
Total Assets BOY	$899,631,120	TotalAssetsBOYAmt
Total Assets EOY	$900,733,882	TotalAssetsEOYAmt
Total Liabilities BOY	$97,201,874	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$120,252,571	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$802,429,246	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$780,481,311	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$46,770,935	ExpenseAmt
Grant	$11,968,639	GrantAmt
Revenue	$4,977,869	RevenueAmt
Desc	School Programs The work at the Institute takes place in four schools: Historical Studies, Mathematics, Natural Sciences and Social Science. See Schedule O for further details.	Desc
Total Program Service Expenses	$46,770,935	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	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	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	Yes (true)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (true)	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	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	Yes (true)	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	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	176	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	534	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	Yes (true)	ForeignFinancialAccountInd
Foreign Country	CJ	ForeignCountryCd
Foreign Country	VI	ForeignCountryCd
Foreign Country	MP	ForeignCountryCd
Foreign Country	BF	ForeignCountryCd
Foreign Country	BD	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
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	27	GoverningBodyVotingMembersCnt
Independent Voting Member	26	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	false	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	AL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	HI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	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	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NM	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	RI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	MARY J MAZZA	PersonNm
Phone	6097348208	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	EINSTEIN DRIVE	AddressLine1Txt
City	Princeton	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	08540	ZIPCd

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

Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
BRIAN F WRUBLE
TREASURER	2.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
CHARLES SIMONYI
CHAIRMAN	2.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
JAMES H SIMONS
VICE CHAIRMAN	2.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
MARTIN L LEIBOWITZ
PRES & VICE CHAIRMAN THRU 5/16	2.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
NANCY S MACMILLAN
SECRETARY	2.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
ROBBERT DIJKGRAAF
TRUSTEE / DIRECTOR	40.0	0.0	Yes (X)	Yes (X)	$575,317	$0	$72,854
AFSANEH BESCHLOSS
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
BENEDICT H GROSS
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
CARMELA FRANKLIN
TRUSTEE THRU 5/16	1.0	0.0	Yes (X)		$0	$0	$0
DAVID F MARQUARDT
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
DAVID M RUBENSTEIN
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
E ROBERT FERNHOLZ
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
ERIC E SCHMIDT
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
JEFFREY HARVEY
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
JONATHAN NELSON
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
MARGARET LEVI
TRUSTEE THRU 5/16	1.0	0.0	Yes (X)		$0	$0	$0
MARIO DRAGHI
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
MARTIN REES
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
NANCY B PERETSMAN
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
NARAYANA MURTHY
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
NEIL CHRISS
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
PETER SVENNILSON
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
ROGER W FERGUSON JR
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
SANDY PETERSON
TRUSTEE	1.0	0.0	Yes (X)		$0	$0	$0
SHELBY WHITE
VICE CHAIRMAN FROM 5/16	1.0	0.0	Yes (X)		$0	$0	$0
SHIRLEY TILGHMAN
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
SPIRO LATSIS
TRUSTEE THRU 5/16	1.0	0.0	Yes (X)		$0	$0	$0
VICTORIA B BJORKLUND
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
VEENA DAS
TRUSTEE FROM 5/16	1.0	0.0	Yes (X)		$0	$0	$0
LORRAINE DASTON
TRUSTEE FROM 5/16	1.0	0.0	Yes (X)		$0	$0	$0
JOHN OVERDECK
TRUSTEE FROM 10/15	1.0	0.0	Yes (X)		$0	$0	$0
FREDERICK VAN SICKLE
ASSC DIR DEVL AND PUBL AFFAIRS	40.0	0.0		Yes (X)	$373,875	$0	$65,354
JOHN MASTEN
ASSC DIRECTOR FIN AND ADMIN	40.0	0.0		Yes (X)	$395,349	$0	$59,086
MARK BAUMGARTNER
CHIEF INVESTMENT OFFICER	40.0	0.0			$525,846	$0	$63,354	Yes (X)
MATIAS ZALDARRIAGA
NATURAL SCIENCE FACULTY	40.0	0.0			$376,827	$0	$65,681	Yes (X)
SCOTT TREMAINE
NATURAL SCIENCE FACULTY	40.0	0.0			$376,611	$0	$56,979	Yes (X)
NICOLA DICOSMO
HISTORICAL STUDIES FACULTY	40.0	0.0			$356,138	$0	$59,638	Yes (X)
VLADIMIR VOEVODSKY
MATHEMATICS FACULTY	40.0	0.0			$354,195	$0	$61,192	Yes (X)
PETER GODDARD
FORMER DIRECTOR & PROFESSOR					$323,611	$0	$55,429		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,657,769	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$559,567	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	57	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
C Raymond Davis Sons Inc
2124 Kimberton Road	KIMBERTON	PA	19442	General Contractor	$5,165,150
PILLARI BROS CONSTRUCTION CORP
65 SQUANKUM YELLOWBROOK ROAD	FARMINGDALE	NJ	07727	GENERAL CONTRACTOR	$1,126,971
Stevens Lee
100 Lenox Drive Suite 200	LAWRENCEVILLE	NJ	08648	Attorney	$746,330
HMR Architects
821 Alexander Road Suite 115	PRINCETON	NJ	08540	Architect	$746,228
Van Note-Harvey Associates
103 College Rd East - Third Floor	PRINCETON	NJ	08540	engineer	$498,909

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	16	CntrctRcvdGreaterThan100KCnt
Government Grants	$7,043,263	GovernmentGrantsAmt
All Other Contributions	$41,378,015	AllOtherContributionsAmt
Noncash Contributions	$5,076,993	NoncashContributionsAmt
Total Contributions	$48,421,278	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	AUXILIARY SERVICES	Desc
Business	532000	BusinessCd
Total Revenue Column	$7,042,436	TotalRevenueColumnAmt
Related Or Exempt Func Income	$4,977,869	RelatedOrExemptFuncIncomeAmt
Exclusion	$2,064,567	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$7,042,436	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$992,519	TotalRevenueColumnAmt
Unrelated Business Revenue	$734,750	UnrelatedBusinessRevenueAmt
Exclusion	$257,769	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	$0	TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

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

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

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

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$224,230,743	SecuritiesAmt
Other	$14,235	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$207,558,830	SecuritiesAmt
Other	$14,767	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$16,671,913	SecuritiesAmt
Other	-$532	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$16,671,381	TotalRevenueColumnAmt
Exclusion	$16,671,381	ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Net Income From Gaming NetIncomeFromGamingGrp

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

Net Income Or Loss NetIncomeOrLossGrp

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

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$73,127,614	TotalRevenueColumnAmt
Related Or Exempt Func Income	$4,977,869	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$734,750	UnrelatedBusinessRevenueAmt
Exclusion	$18,993,717	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

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

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$10,722,339	TotalAmt
Program Services	$10,722,339	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$1,246,300	TotalAmt
Program Services	$1,246,300	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	$1,206,725	TotalAmt
Program Services	$141,750	ProgramServicesAmt
Management And General	$836,500	ManagementAndGeneralAmt
Fundraising	$228,475	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

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

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$19,280,864	TotalAmt
Program Services	$10,489,237	ProgramServicesAmt
Management And General	$7,788,001	ManagementAndGeneralAmt
Fundraising	$1,003,626	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$2,220,463	TotalAmt
Program Services	$1,546,133	ProgramServicesAmt
Management And General	$590,037	ManagementAndGeneralAmt
Fundraising	$84,293	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$10,853,981	TotalAmt
Program Services	$7,557,745	ProgramServicesAmt
Management And General	$2,884,198	ManagementAndGeneralAmt
Fundraising	$412,038	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$1,290,584	TotalAmt
Program Services	$898,648	ProgramServicesAmt
Management And General	$342,943	ManagementAndGeneralAmt
Fundraising	$48,993	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	$372,226	TotalAmt
Management And General	$372,226	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$208,250	TotalAmt
Management And General	$208,250	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

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

Fees For Services Prof Fundraising FeesForServicesProfFundraising

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

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$3,185,475	TotalAmt
Management And General	$3,185,475	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$2,250,696	TotalAmt
Program Services	$1,017,086	ProgramServicesAmt
Management And General	$1,147,873	ManagementAndGeneralAmt
Fundraising	$85,737	FundraisingAmt

Advertising AdvertisingGrp

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

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,086,469	TotalAmt
Program Services	$232,748	ProgramServicesAmt
Management And General	$819,528	ManagementAndGeneralAmt
Fundraising	$34,193	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,073,996	TotalAmt
Program Services	$329,246	ProgramServicesAmt
Management And General	$721,476	ManagementAndGeneralAmt
Fundraising	$23,274	FundraisingAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$2,144,160	TotalAmt
Program Services	$1,933,603	ProgramServicesAmt
Management And General	$210,557	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,759,486	TotalAmt
Program Services	$2,475,581	ProgramServicesAmt
Management And General	$214,325	ManagementAndGeneralAmt
Fundraising	$69,580	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	$1,689,425	TotalAmt
Program Services	$697,711	ProgramServicesAmt
Management And General	$911,693	ManagementAndGeneralAmt
Fundraising	$80,021	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$2,152,177	TotalAmt
Program Services	$2,104,598	ProgramServicesAmt
Management And General	$47,579	ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$4,849,131	TotalAmt
Program Services	$4,510,708	ProgramServicesAmt
Management And General	$338,423	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$378,719	TotalAmt
Management And General	$378,719	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
BOOKS & PERIODICALS	$731,538	$702,188	$16,093	$13,257
RECRUITING	$182,644	$23,409	$159,235
DONOR RELATIONS	$230,530		$171,221	$59,309
FELLOWS/EMPLOYEE WELFARE	$322,987	$7,317	$311,820	$3,850

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$482,711	TotalAmt
Program Services	$134,588	ProgramServicesAmt
Management And General	$329,300	ManagementAndGeneralAmt
Fundraising	$18,823	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$70,921,876	TotalAmt
Program Services	$46,770,935	ProgramServicesAmt
Management And General	$21,985,472	ManagementAndGeneralAmt
Fundraising	$2,165,469	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$48,454	BOYAmt
EOY	$45,637	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$8,359,516	BOYAmt
EOY	$9,984,235	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$30,041,254	BOYAmt
EOY	$21,743,702	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$86,407	BOYAmt
EOY	$2,012,735	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$642,566	BOYAmt
EOY	$630,565	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	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$831,440	BOYAmt
EOY	$922,652	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$179,741,126	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$89,067,373	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$83,092,278	BOYAmt
EOY	$90,673,753	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$72,218,176	BOYAmt
EOY	$63,957,495	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$695,061,512	BOYAmt
EOY	$701,211,520	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	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	$9,249,517	BOYAmt
EOY	$9,551,588	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$899,631,120	BOYAmt
EOY	$900,733,882	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$7,914,349	BOYAmt
EOY	$8,832,768	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	$5,310,557	BOYAmt
EOY	$10,845,676	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$44,910,000	BOYAmt
EOY	$42,735,000	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	$147,861	BOYAmt
EOY	$74,665	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	$38,919,107	BOYAmt
EOY	$57,764,462	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$97,201,874	BOYAmt
EOY	$120,252,571	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$387,032,882	BOYAmt
EOY	$357,099,237	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$182,703,391	BOYAmt
EOY	$170,493,442	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$232,692,973	BOYAmt
EOY	$252,888,632	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$802,429,246	BOYAmt
EOY	$780,481,311	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$899,631,120	BOYAmt
EOY	$900,733,882	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$2,205,738	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$23,157,475	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$996,198	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)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

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	$102,842,832	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$26,660,974	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$36,564,851	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$46,008,585	CurrentTaxYearMinus1YearAmt
Current Tax Year	$48,421,278	CurrentTaxYearAmt
Total	$260,498,520	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	$102,842,832	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$26,660,974	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$36,564,851	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$46,008,585	CurrentTaxYearMinus1YearAmt
Current Tax Year	$48,421,278	CurrentTaxYearAmt
Total	$260,498,520	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$130,299,643	SubstantialContributorsTotAmt
Public Support Total170	$130,198,877	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	-$1,745,588	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	-$649,441	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$171,123	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$357,100	CurrentTaxYearMinus1YearAmt
Current Tax Year	$249,891	CurrentTaxYearAmt
Total	-$1,616,915	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$294,983	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$763,078	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	-$365,699	CurrentTaxYearMinus2YearsAmt
Total	$692,362	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,803,367	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,751,908	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,966,483	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,983,481	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,064,567	CurrentTaxYearAmt
Total	$9,569,806	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$269,143,773	TotalSupportAmt
Gross Receipts Rltd Activities	$21,877,585	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.48375	PublicSupportCY170Pct
Public Support PY170	0.45929	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

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

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

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Assets Included	$203,508	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
Coll Used Loan Or Exch Prog	Yes (X)	CollUsedLoanOrExchProgInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$786,405,797	BeginningYearBalanceAmt
Contributions	$20,614,885	ContributionsAmt
Investment Earnings Or Losses	-$8,589,198	InvestmentEarningsOrLossesAmt
Other Expenditures	$43,833,251	OtherExpendituresAmt
End Year Balance	$754,598,233	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$741,259,220	BeginningYearBalanceAmt
Contributions	$31,582,005	ContributionsAmt
Investment Earnings Or Losses	$52,999,310	InvestmentEarningsOrLossesAmt
Other Expenditures	$39,434,738	OtherExpendituresAmt
End Year Balance	$786,405,797	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$682,549,779	BeginningYearBalanceAmt
Contributions	$21,495,122	ContributionsAmt
Investment Earnings Or Losses	$88,037,490	InvestmentEarningsOrLossesAmt
Other Expenditures	$50,823,171	OtherExpendituresAmt
End Year Balance	$741,259,220	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$636,275,875	BeginningYearBalanceAmt
Contributions	$10,536,512	ContributionsAmt
Investment Earnings Or Losses	$63,955,315	InvestmentEarningsOrLossesAmt
Other Expenditures	$28,217,923	OtherExpendituresAmt
End Year Balance	$682,549,779	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$586,578,150	BeginningYearBalanceAmt
Contributions	$75,553,975	ContributionsAmt
Investment Earnings Or Losses	$11,018,004	InvestmentEarningsOrLossesAmt
Other Expenditures	$36,874,254	OtherExpendituresAmt
End Year Balance	$636,275,875	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.45290	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.33510	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.21200	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$377,470	OtherCostOrOtherBasisAmt
Book Value	$377,470	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$136,904,499	OtherCostOrOtherBasisAmt
Depreciation	$55,344,280	DepreciationAmt
Book Value	$81,560,219	BookValueAmt

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovementsGrp

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$34,575,593	OtherCostOrOtherBasisAmt
Depreciation	$32,392,158	DepreciationAmt
Book Value	$2,183,435	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$7,883,564	OtherCostOrOtherBasisAmt
Depreciation	$1,330,935	DepreciationAmt
Book Value	$6,552,629	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$90,673,753	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
LIMITED PARTNERSHIPS	$157,237,113	F
HEDGE AND OFFSHORE FUNDS	$543,974,407	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$701,211,520	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
SPLIT INTEREST AGREEMENTS	$1,913,138
POSTRETIREMENT BEN. OBLIGATION	$18,473,368
ASSET RETIREMENT OBLIGATION	$1,082,777
BOND SWAP LIABILITY	$5,127,858
TAXABLE BOND ISSUE AND AMORTIZE	$31,167,321

Field	Value	IRS element (for citing)
Total Liability	$57,764,462	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$45,788,465	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$23,157,476	NetUnrealizedGainsInvstAmt
Other Revenue	-$996,198	OtherRevenueAmt
Revenue Not Reported	-$24,153,674	RevenueNotReportedAmt
Revenue Subtotal	$69,942,139	RevenueSubtotalAmt
Investment Expenses Not Incld	$3,185,475	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$3,185,475	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$73,127,614	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$67,736,401	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$67,736,401	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$3,185,475	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$3,185,475	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$70,921,876	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PART III, LINE 1A - RARE BOOK COLLECTION	THE INSTITUTE HOLDS A COLLECTION OF RARE BOOKS USED TO FURTHER SCHOLARLY RESEARCH, IN ACCORDANCE WITH THE MISSION STATEMENT. A VALUATION OF THE RARE BOOK COLLECTION IS INCLUDED IN THE INSTITUTE'S AUDITED FINANCIAL STATEMENTS.
SCHEDULE D, PART V, LINE 4 - ENDOWMENT FUND	THE INSTITUTE'S ENDOWMENT FUNDS PROVIDE ONGOING SUPPORT FOR ITS EXEMPT PURPOSES.
SCHEDULE D, PART X, LINE 2 - UNCERTAIN TAX POSITIONS	THE INSTITUTE IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS LISTED IN THE INTERNAL REVENUE SERVICE PUBLICATION 78. THE INSTITUTE HAS BEEN CLASSIFIED AS A PUBLIC CHARITY UNDER SECTION 509(A) OF THE CODE. THERE ARE CERTAIN TRANSACTIONS THAT COULD BE DEEMED UNRELATED BUSINESS INCOME AND WOULD RESULT IN A TAX LIABILITY. MANAGEMENT REVIEWS TRANSACTIONS TO ESTIMATE POTENTIAL TAX LIABILITIES USING A THRESHOLD OF MORE LIKELY THAN NOT. IT IS MANAGEMENT'S ESTIMATION THAT THERE ARE NO MATERIAL TAX LIABILITIES THAT NEED TO BE RECORDED.
SCHEDULE D, PART XI, LINE 2D -OTHER	CHANGE IN FAIR VALUE OF BOND SWAP LIABILITY: $(996,198)

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, LINE 3 - NONDISCRIMINATORY POLICY	ADVERTISEMENTS ARE PUBLISHED IN EDUCATIONAL CHRONICLES AND JOURNALS. NOTICES ARE ALSO POSTED AT COLLEGES AND UNIVERSITIES.
SCHEDULE E, LINE 6A - FINANCIAL AID OR ASSISTANCE FROM GOVERNMENTAL AGENCY	GRANTS ARE RECEIVED FROM VARIOUS GOVERNMENTAL AGENCIES, INCLUDING THE DEPARTMENT OF ENERGY, THE NATIONAL AERONAUTICS AND SPACE ADMINISTRATION, AND THE NATIONAL SCIENCE FOUNDATION.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (13 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Russia and the Newly Independent States	Program Services	Scholar Collaboration	$7,809
East Asia and the Pacific	Program Services	Scholar Collaboration	$23,198
Europe (Including Iceland and Greenland)	Program Services	Scholar Collaboration	$514,975
Middle East and North Africa	Program Services	Scholar Collaboration	$22,615
North America	Program Services	Scholar Collaboration	$12,421
South America	Program Services	Scholar Collaboration	$2,507
South Asia	Program Services	Scholar Collaboration	$2,670
Sub-Saharan Africa	Program Services	Scholar Collaboration	$123,838
Europe (Including Iceland and Greenland)	Grantmaking		$757
Sub-Saharan Africa	Grantmaking		$1,199,043
South Asia	Grantmaking		$46,500
Central America and the Caribbean	Investments		$482,087,639
North America	Investments		$15,134,793

Field	Value	IRS element (for citing)
Subtotal Spent	$499,178,765	SubtotalSpentAmt
Total Spent	$499,178,765	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (7 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt	Valuation Method UsedValuationMethodUsedDesc
Sub-Saharan Africa	Educational Payment	$262,265	WIRE	N/A	N/A
Sub-Saharan Africa	STIPEND Educational Payment	$100,000	WIRE	N/A	N/A
Sub-Saharan Africa	EDUCATIONAL PAYMENT	$400,000	WIRE	N/A	N/A
Sub-Saharan Africa	EDUCATIONAL PAYYMENT	$390,000	WIRE	N/A	N/A
Sub-Saharan Africa	EDUCATIONAL PAYMENT	$10,000	WIRE	N/A	N/A
Sub-Saharan Africa	EDUCATIONAL PAYMENT	$12,250	WIRE	N/A	N/A
South Asia	EDUCATIONAL PAYMENT	$46,500	WIRE	N/A	N/A

Field	Value	IRS element (for citing)
Total501c3 Org	7	Total501c3OrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt	Valuation Method UsedValuationMethodUsedDesc
NAMUKOBA JANE	Sub-Saharan Africa	1	$12,270	WIRE	N/A	N/A
BENJAMIN KUMWENDA	Sub-Saharan Africa	1	$12,258	WIRE	N/A	N/A
ALEXIS BOUTHIER	Europe (Including Iceland and Greenland)	1	$758	WIRE	N/A	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	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE F, PART 1, LINE 2

MONITORING THE USE OF GRANT FUNDS The Institute for Advanced Study's grants are awarded by the Science Initiative Group (SIG), an IAS-based team dedicated to fostering science in developing countries. Since 2008, SIG's attention has been devoted primarily to development and implementation of the Carnegie-IAS Regional Initiative in Science and Education (RISE). RISE aims to strengthen higher education in Sub-Saharan Africa by increasing the population of qualified faculty teaching in Africa's universities. RISE prepares PhD- and MSc-level scientists and engineers through university-based research and training networks in selected disciplines. Its primary emphases are on preparing new faculty to teach in African universities and on upgrading the qualifications of current faculty. RISE networks provide comprehensive graduate training programs, where students and faculty seeking advanced degrees can take advantage of the COMPLIMENTARY instruction and research opportunities available at each institution within the network. Networks also enable researchers from multiple universities to use specialized scientific instrumentation that may be available at only one of the sites, or to pool resources to obtain new equipment. The network structure benefits the universities as well, as each gains capacity through affiliation with the others. RISE is supported by grants from the Carnegie Corporation of New York. RISE networks were selected through a competitive process. Selection criteria included scientific merit, training capacity, research activities, evidence of institutional support, added value of the network versus separate support to individual institutions, and potential for sustainability. An especially important criterion was a strategy for retaining at universities in the region faculty members who have received their training through RISE. Detailed application materials were submitted as part of the selection process, as described on the RISE website at http://sig.ias.edu/rise. Grantees are required to submit narrative and detailed financial reports twice yearly. Signed agreements with the grantees provide that audits may be conducted if there is any reason to suspect that funds are not being used properly.

SCHEDULE F, LINE 3, COL F

FOREIGN INVESTMENTS - THE INVESTMENT EXPENDITURES REPORTED IN SCHEDULE F, PART I, LINE 3 COLUMN (F) IS THE MARKET VALUE AS OF JUNE 30, 2016, AS THIS IS HOW THE INVESTMENTS ARE ACCOUNTED FOR ON THE INSTITUTE'S AUDITED FINANCIAL STATEMENTS.

Schedule I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	Fellowship Grants to Members	GrantTypeTxt
Recipient	195	RecipientCnt
Cash Grant	$10,722,339	CashGrantAmt
Valuation Method Used	N/A	ValuationMethodUsedDesc
Non Cash Assistance	N/A	NonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	EACH YEAR, THE INSTITUTE FOR ADVANCED STUDY SELECTS APPROXIMATELY 190 MEMBERS FROM AN AVERAGE OF MORE THAN 1,500 APPLICANTS. MEMBERS ARE SELECTED BY THE FACULTY OF EACH SCHOOL, AND COME TO THE INSTITUTE FOR PERIODS AS SHORT AS ONE TERM OR AS LONG AS SEVERAL YEARS. YOUNG SCHOLARS AND APPLICANTS FROM NON-TRADITIONAL BACKGROUNDS WHO HAVE OUTSTANDING PROMISE ARE CONSIDERED, AS ARE SENIOR SCHOLARS WHOSE REPUTATIONS ARE ALREADY WELL ESTABLISHED. THE MAJOR CONSIDERATION IN THE APPOINTMENT PROCESS IS THE EXPECTATION THAT EACH MEMBER'S PERIOD OF RESIDENCE AT THE INSTITUTE WILL RESULT IN WORK OF SIGNIFICANCE AND ORIGINALITY. MANY MEMBERS PURSUE RESEARCH RELATED TO SPECIFIC INTERESTS OF ONE OR MORE OF THE FACULTY. IN OTHER INSTANCES, THE RESEARCH OF MEMBERS IS IN AREAS NOT CURRENTLY REPRESENTED BY A MEMBER OF THE FACULTY. APPLICATIONS MUST BE SUBMITTED DURING THE ACADEMIC YEAR PRECEDING THE YEAR IN MEMBERSHIP. APPLICATION MATERIALS AND GUIDELINES ARE AVAILABLE ON THE INSTITUTE'S WEBSITE FROM EACH OF THE FOUR SCHOOLS: THE SCHOOL OF HISTORICAL STUDIES, THE SCHOOL OF MATHEMATICS, THE SCHOOL OF NATURAL SCIENCES, AND the SCHOOL OF SOCIAL SCIENCE. THE WEBSITE ALSO CONTAINS INFORMATION ON SPECIAL PROGRAMS INCLUDING: PROGRAM FOR WOMEN AND MATHEMATICS, INSTITUTE FOR ADVANCED STUDY/PARK CITY MATHEMATICS INSTITUTE, AND PROSPECTS IN THEORETICAL PHYSICS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	Yes (X)	TravelForCompanionsInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
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
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	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 (9 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
ROBBERT DIJKGRAAF
TRUSTEE / DIRECTOR	$547,901	$27,416	$37,208	$35,646	$648,171
PETER GODDARD
FORMER DIRECTOR & PROFESSOR	$317,577	$6,034	$37,208	$18,221	$379,040
FREDERICK VAN SICKLE
ASSC DIR DEVL AND PUBL AFFAIRS	$347,651	$1,224	$37,208	$28,146	$439,229	$25,000
JOHN MASTEN
ASSC DIRECTOR FIN AND ADMIN	$387,500	$7,849	$37,208	$21,878	$454,435
MARK BAUMGARTNER
CHIEF INVESTMENT OFFICER	$524,901	$945	$37,208	$26,146	$589,200
MATIAS ZALDARRIAGA
NATURAL SCIENCE FACULTY	$376,487	$340	$37,208	$28,473	$442,508
SCOTT TREMAINE
NATURAL SCIENCE FACULTY	$371,527	$5,084	$37,208	$19,771	$433,590
NICOLA DICOSMO
HISTORICAL STUDIES FACULTY	$354,363	$1,775	$37,208	$22,430	$415,776
VLADIMIR VOEVODSKY
MATHEMATICS FACULTY	$353,703	$492	$37,208	$23,984	$415,387

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE J, PART I, LINE 1

THE INSTITUTE OWNS A RESIDENCE IMMEDIATELY ADJACENT TO THE CAMPUS WHERE IT REQUIRES THE DIRECTOR TO RESIDE. THE INSTITUTE PROVIDES MAINTENANCE AND HOUSE-KEEPING SERVICES FOR THE PROPERTY. THE INSTITUTE TREATS SUCH HOUSING AS NON-TAXABLE HOUSING PROVIDED FOR THE CONVENIENCE OF THE EMPLOYER UNDER INTERNAL REVENUE CODE SECTION 119. THE VALUE OF THE HOUSING IS INCLUDED IN THE DIRECTOR'S NON-TAXABLE BENEFITS IN COLUMN D OF SCHEDULE J. THE DIRECTOR ALSO RECEIVES SOME PERSONAL AND COMPANION TRAVEL, AN AUTOMOBILE, AND PROFESSIONAL FINANCIAL PLANNING SERVICES, ALL OF WHICH ARE TREATED AS TAXABLE AND INCLUDED IN HIS FORM W-2 AMOUNTS ABOVE.

SCHEDULE J, PART I, LINE 7 - INCENTIVE PAY

THREE INVESTMENT OFFICE EMPLOYEES RECEIVE INCENTIVE COMPENSATION BASED ON THEIR INDIVIDUAL JOB PERFORMANCE AND ON THE RELATIVE PERFORMANCE OF THE INSTITUTE'S ENDOWMENT COMPARED WITH MARKET INDICES AND MARKET COMPARISON GROUPS.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
NJ EDU FAC AUTH IAS ISSUE 2006 SERIES B
A	221829511	64605LQ92	2006-07-19	$29,600,000	ADVANCE REFUNDING - SEE PART V	false	false	false
NJ EDU FAC AUTH IAS ISSUE 2006 SERIES C
B	221829511	64605L7Q5	2007-03-15	$20,000,000	CAPITAL IMPROVEMENTS	false	false	false
NJ EDU FAC AUTH IAS ISSUE 2008 SERIES C
C	221829511	646065PY2	2008-04-17	$11,818,513	CURRENT REFUNDING - SEE PART V	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 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	$6,200,000	$0	$32,214,439	$0	$0	$0	$473,908	$0	$0	$0	$31,740,531	$0	2006	false	Yes (true)	Yes (true)	Yes (true)
B	$4,000,000	$0	$20,814,743	$0	$0	$0	$266,350	$0	$0	$20,548,393	$0	$0	2012	false	false	Yes (true)	Yes (true)
C	$8,483,513	$0	$11,885,689	$0	$0	$0	$236,370	$0	$0	$0	$11,649,319	$0	2008	Yes (true)	false	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCd	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd
A	false	false	false	false
B	false	false	false	Yes (true)	false	false	false	false	false	false
C

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 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	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
See Part VI
A	false	false	false	Yes (true)	Yes (true)	Yes (true)	21.	false	false	false	0	Yes (true)	Yes (true)
0
B	Yes (true)				Yes (true)	false				false	0	Yes (true)	Yes (true)
0
C	false	false	false	Yes (true)	false	false				false	0	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

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

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE K, PART I	FormAndLineReferenceDesc
Explanation	1. BOND ISSUE A, COLUMN (F): NJ EDU FAC AUTH IAS ISSUE 2006 SERIES B - THIS ISSUE ADVANCE REFUNDED A PORTION OF THE NEW JERSEY EDUCATIONAL FACILITIES AUTHORITY BONDS, INSTITUTE FOR ADVANCED STUDY ISSUE 1997 SERIES G AND 2001 SERIES A. 2. BOND ISSUE C, COLUMN (F): NJ EDU FAC AUTH IAS ISSUE 2008 SERIES C - THIS ISSUE CURRENTLY REFUNDED THE NEW JERSEY EDUCATIONAL FACILITIES AUTHORITY BONDS, INSTITUTE FOR ADVANCED STUDY ISSUE 1997 SERIES F AND 1997 SERIES G. SCHEDULE K, PART II, LINE 3 THE DIFFERENCE BETWEEN THE PROCEEDS LISTED IN PART II LINE 3 AND THE ISSUE PRICE IN PART I COLUMN(E) IS DUE TO INVESTMENT EARNINGS. SCHEDULE K, PART IV, LINE 2C COLUMN (A) - JUNE 30, 2016 FOR THE 2006 B BOND COLUMN (C) - JUNE 30, 2016 FOR THE 2008 C BOND SCHEDULE K, PART IV, LINE 4B THE HEDGE PROVIDER IS WELLS FARGO BANK.	ExplanationTxt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Field	Value	IRS element (for citing)
Person	PETER GODDARD	PersonNm
Relationship With Org	FORMER DIR/FACULTY	RelationshipWithOrgTxt
Loan Purpose	Mortgage	LoanPurposeTxt
Loan From Organization	Yes (X)	LoanFromOrganizationInd
Original Principal	$710,056	OriginalPrincipalAmt
Balance Due	$630,565	BalanceDueAmt
Default	false	DefaultInd
Board Or Committee Approval	Yes (true)	BoardOrCommitteeApprovalInd
Written Agreement	Yes (true)	WrittenAgreementInd

Field	Value	IRS element (for citing)
Total Balance Due	$630,565	TotalBalanceDueAmt

Schedule M IRS990ScheduleM

Field	Value	IRS element (for citing)
Works Of Art		WorksOfArtGrp
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp
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	1	ContributionCnt
Noncash Contributions Rpt F990	$5,076,993	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	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
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 1 - ORGANIZATION'S MISSION	The Institute for Advanced Study (the Institute) is one of the world's leading centers for theoretical research and intellectual inquiry. The Institute exists to encourage and support fundamental research in the sciences and humanities - the original, often speculative, thinking that produces advances in knowledge that change the way we understand the world. It provides for the mentoring of scholars by Faculty, and it offers all who work here the freedom to undertake research that will make significant contributions in any of the broad range of fields in the sciences and humanities studied at the Institute. The Institute is a private, independent academic institution located in Princeton, New Jersey. It was founded in 1930 by philanthropists Louis Bamberger and his sister Caroline Bamberger Fuld, and established through the vision of the founding Director Abraham Flexner. Past Faculty have included Albert Einstein, who remained at the Institute until his death in 1955, and distinguished scientists and scholars such as Kurt Godel, J. Robert Oppennheimer, Erwin Panofsky, Homer A. Thompson, John Von Neumann, George Kennan and Hermann Weyl.
FORM 990, PART III, LINE 4A - PROGRAM SERVICES	Work at the Institute takes place in four schools: Historical Studies, Mathematics, Natural Sciences, and Social Science. Currently, a permanent faculty of twenty-four eminent academics guides the work of the schools and each year awards fellowships to some 190 visiting members, from about one hundred universities and research institutions throughout the world. Dr. Robbert Dijkgraaf is the current Director of the Institute. Robbert Dijkgraaf is a mathematical physicist who has made significant contributions to string theory and the advancement of science education. For his contributions to science, Dijkgraaf was awarded the Spinoza Prize, the highest scientific award in the Netherlands, in 2003, and was named a Knight of the Order of the Netherlands Lions in 2012. Dijkgraaf is a distinguished public policy advisor and passionate advocate for science and the arts. Many of his activities, which have included frequent appearances on Dutch television, a monthly newspaper column in NRC Handelsblad, several books for general audiences, and the launch of the science education website proefjes.nl, are at the interface between science and society. The Institute for Advanced Study is dedicated to the disinterested pursuit of knowledge. In the more than seventy-five years since its founding, the work of the Institute's faculty and members has had permanent impact, in both intellectual and practical terms. At the beginning of computing, one of the first stored program computers was designed and built on the Institute's campus, and its structure (von Neumann architecture) has influenced the development of today's computers and formed the mathematical basis for computer software. The foundations of game theory, a powerful tool in economics, were formed in the School of Mathematics at the Institute, and much of the basis for modern theoretical meteorology was laid by research there. Research in the School of Natural Sciences has greatly advanced particle physics, including string theory and astrophysics. Research in the School of Social Science has wide-reaching impact on the field of global development. Books by faculty in the School of Historical Studies have become key texts in a range of historical disciplines and, in particular, have made essential contributions to the establishment of art history as a discipline in the United States. The Institute's more than seven-thousand former members hold positions of intellectual and scientific leadership throughout the academic world. Some twenty-seven Nobel Laureates and forty out of fifty-six Fields Medalists, as well as many winners of the Wolf and MacArthur Prizes, have been affiliated with the Institute. The Institute has no formal links to other educational institutions. However, since its founding, it has enjoyed close, collaborative ties with Princeton University and other nearby institutions. The abundant natural beauty of the Institute's 800-acre site, including the Institute woods, farm fields, and wetlands, form a key link in a network of green spaces in Central New Jersey. These lands, the majority of which have been permanently conserved, provide a tranquil environment for the Institute scholars and members of the community. In addition to the main work taking place in the four schools, there are several special programs: The Institute for advanced study/Park City Mathematics Institute is an innovative program that integrates mathematics education, research and students; the Program in Interdisciplinary Studies draws together visitors from a variety of fields including astrophysics, computer science, psychology, and philosophy; the Program for Women AND Mathematics, a mentoring program sponsored jointly with Princeton University, encourages women to pursue careers in mathematics; and the Science Initiative Group (SIG), an international team of scientific leaders and supporters IS dedicated to fostering science in developing countries. The Institute also has an Artist-in-Residence program that provides an annual SERIES of concerts and lectures for the Institute and THE broader community.
Form 990 Part VI Line 6	The Corporation has no members. Its Board of Trustees oversees and is responsible for the affairs and operations of the corporation. New Trustees are elected by the current Trustees of the Institute.
Form 990 Part VI Line 11b	The return is prepared by KPMG, the Institute's independent accounting firm, based on information provided by the Institute and in consultation with the Institute's staff. The draft prepared by the accounting firm is then carefully reviewed by the Institute's management and staff. Changes are made as appropriate. The Board of Trustees of the Institute has delegated the review of the Form 990 to the Audit Committee of the Board of Trustees. The Audit Committee reviews the Form 990 and discusses any recommended changes with management of the Institute. The Form 990 is reviewed, in its entirety, including Schedule B, by the Institute's Board of Trustees. The terms of one of the gifts listed in Schedule B required confidentiality, and therefore, although the donor was listed in the Schedule B provided to the Board, the amount of the individual gift was not.
Form 990 Part VI Line 12c	Pursuant to the bylaws, each Trustee is required to sign a conflict of interest statement annually which commits them to disclosing, in the course of their participation in deliberations of the Board of Trustees or its Committees, any conflicts of interest with respect to matters under consideration. EACH Trustee, therefore, will recuse himself/herself from any Board or Committee meeting as required to avoid a conflict generated by any material financial interest, affiliation or other material relationship or interest.
Form 990 Part VI Line 14	Under the Institute's document retention policy, the Institute's practice is to retain documents for seven years.
Form 990, Part VI Line 15a - Compensation	For All Staff Positions, The Institute's policy is to pay reasonable compensation under Section 4958 to attract and retain a high caliber of employees to carry out its educational mission. The Institute periodically conducts a review to determine the reasonable compensation ranges for comparable positions at similarly situated organizations, and sets compensation within the range of reasonable compensation. No interested party is permitted to participate in any review or decision. The last review was performed in 2016. DIRECTOR AND ASSOCIATE DIRECTORS The Institute participates in a survey of top administrative positions at similar institutions every 24 months. This survey, conducted by Mercer, reviews cash and non-cash compensation benefits and trends. Based on this survey data, the Associate Director for Finance and Administration, along with the HR Manager, prepareS a memo for the Compensation Committee of the Board of Trustees with data from the survey and, generally, a range of possible recommendations for the salary action for the Director. For the two Associate Directors' salaries, the Director, along with the HR manager, prepares a memo for the Board, again with data for comparable positions at similar institutions, and the Director makes a recommendation on the salary action for each of these positions. The Compensation Committee of the Board, which is comprised of independent persons, reviews the recommendations and determines the actionS to be taken. The Committee documents its decisionS on all three positions in writing to the Human Resources Manager. INVESTMENT OFFICE The Institute participates in a survey annually conducted by Mercer for investment offices of foundations and universities. The survey provides wages and benefits (including incentive structures) for key investment office personnel at institutions with endowments comparable in size and complexity to the Institute. The Associate Director for Finance and Administration, in consultation with the Director and the HR Manager, prepares a set of recommendations for review by the Compensation committee in conjunction with the Investment Committee of the Board of Trustees. The results are communicated in writing by a member of the Compensation Committee to the Associate Director. The Associate Director then informs the Chief Investment Officer.
Form 990, Part VI, Line 19 - Governing Documents	The Organization does not currently make its governing documents or conflict of interest policy available to the public. Audited Financial statements are available on the Institute's website.
FORM 990, PART XI, LINE 5 - OTHER CHANGES	CHANGE IN FAIR VALUE OF BOND SWAP LIABILITY: (996,198)

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	IAS-Pooled Income Fund	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	Einstein Drive	AddressLine1Txt
City	Princeton	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	08540	ZIPCd

Field	Value	IRS element (for citing)
EIN	226439543	EIN
Primary Activities	Charitable	PrimaryActivitiesTxt
Legal Domicile State	NJ	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

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

Field	Value	IRS element (for citing)
Entity Type	Trust	EntityTypeTxt
Share Of EOY Assets	$26,876	ShareOfEOYAssetsAmt
Ownership	0.68000	OwnershipPct
Controlled Organization	Yes (true)	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
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	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd