UNIVERSITY OF THE SOUTH: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: UNIVERSITY OF THE SOUTH (EIN 62-0475697)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2014-05-12
IRS object ID: 201441329349302389
Schema version: 2012v2.1
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 D
Schedule E
Schedule F
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-05-12T13:04:43-05:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	560574444	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CHERRY BEKAERT LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	1111 METROPOLITAN AVENUE SUITE 1000	AddressLine1
City	CHARLOTTE	City
State	NC	State
ZIP Code	28204	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	620475697	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE UNIVERSITY OF THE SOUTH	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	UNIV	NameControl
Phone	9315983357	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	735 UNIVERSITY AVENUE	AddressLine1
City	SEWANEE	City
State	TN	State
ZIP Code	373831000	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	SARAH SUTHERLAND	Name
Title	TREASURER	Title
Phone	9315983357	Phone
Date Signed	2014-05-06	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	KELLIANNE F BENSON	Name
PTIN	P01345659	PTIN
Phone	7043771678	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	JOHN M MCCARDELL	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	735 UNIVERSITY AVENUE	AddressLine1
City	SEWANEE	City
State	TN	State
ZIP Code	373831000	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	176224865	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	HTTP://WWW.SEWANEE.EDU	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1858	YearFormation
State Legal Domicile	TN	StateLegalDomicile
Activity Or Mission Description	THE UNIVERSITY OF THE SOUTH IS AN EPISCOPAL UNIVERSITY DEDICATED TO THE PURSUIT OF KNOWLEDGE, UNDERSTANDING, AND WISDOM IN CLOSE COMMUNITY AND IN FULL FREEDOM OF INQUIRY, AND ENLIGHTENED BY CHRISTIAN FAITH IN THE ANGLICAN TRADITION, WELCOMING INDIVIDUALS FROM ALL BACKGROUNDS, TO THE END THAT STUDENTS BE PREPARED TO SEARCH FOR TRUTH, SEEK JUSTICE, PRESERVE LIBERTY UNDER LAW, AND SERVE GOD AND HUMANITY.THE COLLEGE OF ARTS AND SCIENCES IS COMMITTED TO THE DEVELOPMENT OF THE WHOLE PERSON THROUGH A LIBERAL ARTS EDUCATION OF THE HIGHEST QUALITY.THE SCHOOL OF THEOLOGY EDUCATES WOMEN AND MEN TO SERVE THE BROAD WHOLE OF THE EPISCOPAL CHURCH IN ORDAINED AND LAY VOCATIONS.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	137	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	134	NbrIndependentVotingMembers
Total Nbr Employees	1925	TotalNbrEmployees
Total Nbr Volunteers	1324	TotalNbrVolunteers
Total Gross UBI	-52714	TotalGrossUBI
Net Unrelated Business Txbl Income	-52714	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	18301657	ContributionsGrantsPriorYear
Contributions Grants Current Year	16566038	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	74437159	ProgramServiceRevenuePriorYear
Program Service Revenue CY	77874684	ProgramServiceRevenueCY
Investment Income Prior Year	10056632	InvestmentIncomePriorYear
Investment Income Current Year	15055931	InvestmentIncomeCurrentYear
Other Revenue Prior Year	1854993	OtherRevenuePriorYear
Other Revenue Current Year	1734333	OtherRevenueCurrentYear
Total Revenue Prior Year	104650441	TotalRevenuePriorYear
Total Revenue Current Year	111230986	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	19833838	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	20440787	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	46477936	SalariesEtcPriorYear
Salaries Etc Current Year	49721073	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	2370148	TotalFundrsngExpCurrentYear
Other Expense Prior Year	35064495	OtherExpensePriorYear
Other Expenses Current Year	34287306	OtherExpensesCurrentYear
Total Expenses Prior Year	101376269	TotalExpensesPriorYear
Total Expenses Current Year	104449166	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	3274172	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	6781820	RevenuesLessExpensesCY
Total Assets BOY	539862035	TotalAssetsBOY
Total Assets EOY	587117273	TotalAssetsEOY
Total Liabilities BOY	55328152	TotalLiabilitiesBOY
Total Liabilities EOY	82352958	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	484533883	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	504764315	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	THE UNIVERSITY OF THE SOUTH IS AN EPISCOPAL UNIVERSITY DEDICATED TO THE PURSUIT OF KNOWLEDGE, UNDERSTANDING, AND WISDOM IN CLOSE COMMUNITY AND IN FULL FREEDOM OF INQUIRY, AND ENLIGHTENED BY CHRISTIAN FAITH IN THE ANGLICAN TRADITION, WELCOMING INDIVIDUALS FROM ALL BACKGROUNDS, TO THE END THAT STUDENTS BE PREPARED TO SEARCH FOR TRUTH, SEEK JUSTICE, PRESERVE LIBERTY UNDER LAW, AND SERVE GOD AND HUMANITY.THE COLLEGE OF ARTS AND SCIENCES IS COMMITTED TO THE DEVELOPMENT OF THE WHOLE PERSON THROUGH A LIBERAL ARTS EDUCATION OF THE HIGHEST QUALITY.THE SCHOOL OF THEOLOGY EDUCATES WOMEN AND MEN TO SERVE THE BROAD WHOLE OF THE EPISCOPAL CHURCH IN ORDAINED AND LAY VOCATIONS.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	54784245	Expense
Grants	20439337	Grants
Revenue	55956194	Revenue
Description	INSTRUCTION - THE COLLEGE OF ARTS AND SCIENCES OFFERS A CHALLENGING AND STIMULATING PROGRAM IN THE LIBERAL ARTS WITH AN EMPHASIS ON MASTERY OF FUNDAMENTAL DISCIPLINES. DEGREE REQUIREMENTS ARE RIGOROUS AND EXTENSIVE, AND INCLUDE COMPREHENSIVE EXAMINATIONS IN MAJOR AREAS OF STUDY. THE ACADEMIC PROGRAM OF THE COLLEGE OF ARTS AND SCIENCES IS AIMED AT DEVELOPING THE INTELLECT AND CHARACTER OF ITS STUDENTS TO PREPARE THEM FOR LIVES OF SERVICE AND LEADERSHIP. A STUDENT AT SEWANEE IS EXPECTED TO GROW AND MATURE AS A HUMAN BEING, CAPABLE OF RATIONAL ANALYSIS AND MORAL DISCERNMENT AND ABLE TO GIVE EFFECTIVE EXPRESSION TO HIS OR HER IDEAS.THE HIGH EXPECTATIONS PLACED ON STUDENTS ARE BALANCED WITH THE FACULTY'S COMMITMENT TO PERSONAL ATTENTION AND ENCOURAGEMENT. REGARDLESS OF MAJOR, SEWANEE STUDENTS DEVELOP THE ABILITY TO RESEARCH, ANALYZE, SOLVE PROBLEMS, AND EXPRESS THEMSELVES.ONCE DESCRIBED BY THE NEW YORK TIMES AS A "BIT OF OXFORD IN TENNESSEE," SEWANEE HAS AN IMPRESSIVE RECORD OF ACADEMIC ACHIEVEMENT. OFFERING 36 MAJORS, 32 MINORS, AND A NUMBER OF SPECIAL EDUCATIONAL OPPORTUNITIES, THE COLLEGE PREPARES ITS STUDENTS FOR CAREERS IN MANY FIELDS. THE UNIVERSITY ALSO OFFERS 3/2 ENGINEERING AND FORESTRY/ENVIRONMENTAL STUDIES PROGRAMS WITH SEVERAL UNIVERSITIES AND A PRE-BUSINESS PROGRAM AND BUSINESS MINOR AND A TEACHER-TRAINING AGREEMENT WITH PEABODY COLLEGE OF EDUCATION AT VANDERBILT UNIVERSITY. THE UNIVERSITY HAS AN EXCEPTIONALLY STRONG LITERARY TRADITION, WITH THE NATION'S OLDEST CONTINUOUSLY PUBLISHED LITERARY REVIEW, "THE SEWANEE REVIEW," AND A YEARLY WRITERS' CONFERENCE SUPPORTED THROUGH AN ENDOWMENT ESTABLISHED BY PLAYWRIGHT TENNESSEE WILLIAMS.THE UNIVERSITY STRONGLY ENCOURAGES STUDENTS TO HAVE AN INTERNATIONAL EXPERIENCE AND OFFERS A WIDE ARRAY OF PROGRAMS AROUND THE GLOBE. INTERNSHIPS, SERVICE LEARNING COURSES, AND OPPORTUNITIES FOR COLLABORATIVE RESEARCH WITH FACULTY ARE WIDELY AVAILABLE.SEWANEE HAS GRADUATED 26 RHODES SCHOLARS, FIVE OF WHOM RETURNED TO TEACH AT THE UNIVERSITY. THE INSTITUTION COUNTS AMONG ITS GRADUATES NUMEROUS FULBRIGHT SCHOLARS, 45 WATSON POST-GRADUATE FELLOWS, AND 30 NCAA POST-GRADUATE SCHOLARS. FIFTY-FIVE PERCENT OF GRADUATES EARNADVANCED DEGREES. OF GRADUATES WHO APPLY TO LAW SCHOOL, OVER 90 PERCENT ARE ACCEPTED, AND 85 PERCENT OF THOSE WHO APPLY TO MEDICAL, DENTAL, OR VETERINARY SCHOOL ARE ACCEPTED.THE SCHOOL OF THEOLOGY, AN OUTSTANDING EPISCOPAL SEMINARY, OFFERS STUDY INCLUDING CLERGY DEGREE PROGRAMS AND LAY LEADERSHIP EDUCATION. OFFERING THE DEGREES OF MASTER OF DIVINITY, MASTER OF ARTS, MASTER OF SACRED THEOLOGY, DOCTOR OF MINISTRY, AND A ONE-YEAR DIPLOMA IN ANGLICAN STUDIES, THE SCHOOL OF THEOLOGY EDUCATED WOMEN AND MEN TO SERVE THE EPISCOPAL CHURCH IN ORDAINED AND LAY VOCATIONS.THE SCHOOL OF LETTERS ENROLLED ITS FIRST SUMMER MASTER'S DEGREE STUDENTS IN 2006 AND GRANTED ITS FIRST MASTER OF FINE ARTS DEGREE IN 2009. THE SCHOOL OF LETTERS ENROLLS STUDENTS FROM ALL OVER THE COUNTRY WHO RANGE IN AGE FROM THEIR 20S TO THEIR 80S AND WHO INCLUDE NOT ONLY TEACHERS BUT LAWYERS, DOCTORS, CLERGY, BUSINESS EXECUTIVES, AND OTHERS.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	11508415	Expense
Grants	1450	Grants
Revenue	2224293	Revenue
Description	STUDENT SERVICES - UNDERGRADUATE STUDENTS AT SEWANEE ARE INDEPENDENT-MINDED AND HIGH ACHIEVING, ATTRACTED TO THE UNIVERSITY BY THE PROSPECT OF INTENSE INTELLECTUAL ENGAGEMENT WITH FACULTY AND PEERS AND THE OPPORTUNITY TO MAKE MEANINGFUL CONTRIBUTIONS TO THE COMMUNITYAND THE BROADER WORLD. TO THOSE ENDS, A WIDE RANGE OF CO-CURRICULAR ACTIVITIES ARE AVAILABLE TO DEVELOP LEADERSHIP. MORE THAN 100 CLUBS, ORGANIZATIONS, AND SOCIAL GROUPS PROVIDE INTERACTION AMONG THE MEMBERS OF THE UNIVERSITY AND THE SEWANEE COMMUNITY. ABOUT 60 PERCENT OF THE STUDENT BODY JOINS FRATERNITIES OR SORORITIES. MORE THAN HALF OF SEWANEE STUDENTS ARE ACTIVE IN SOME TYPE OF COMMUNITY SERVICE, AND STUDENTS SERVE ON THE SEWANEE VOLUNTEER FIRE DEPARTMENT AND THE SEWANEE EMERGENCY MEDICAL SERVICE SQUADS. THERE ARE NEARLY TWO DOZEN SERVICE ORGANIZATIONS ON CAMPUS, ALL STUDENT-LED. EACH YEAR, MORE THAN 100 STUDENTS USE THEIR SPRING BREAK TO SERVE OTHERS IN PLACES SUCH AS HAITI, JAMAICA, ECUADOR, MIAMI, NEW YORK CITY, AND NEW ORLEANS. THE UNIVERSITY'S VERSION OF HABITAT FOR HUMANITY, KNOWN AS HOUSING SEWANEE, IS NOW IN ITS 20TH YEAR AND HAS COMPLETED MORE THAN 18 HOUSES FOR RESIDENTS IN SEWANEE AND FRANKLIN COUNTY.THE UNIVERSITY HAS 11 MEN'S, 12 WOMEN'S, AND 1 COED VARSITY SPORTS, INCLUDING FOOTBALL, MEN'S AND WOMEN'S LACROSSE, AND THE EQUESTRIAN PROGRAM. MORE THAN HALF OF THE UNDERGRADUATES PARTICIPATE IN INTRAMURAL SPORTS INCLUDING INDOOR SOCCER AND BASKETBALL. NUMBEROUS CLUB LEVEL SPORTS, INCLUDING A VERY POPULAR ROWING PROGRAM AND RUGBY, HAVE MET WITH SUCCESS IN COMPETITION WITH OTHER INSTITUTIONS. THE SEWANEE OUTING PROGRAM WAS FOUNDED TO GIVE STUDENTS GUIDED PARTICIPATION IN OUTDOOR ACTIVITIES INCLUDING ROCK CLIMBING, RAPPELLING, MOUNTAIN BIKING, CANOEING, AND KAYAKING. ITS OFFERS STUDENTS THE CHANCE TO EXPLORE THE OUTDOOR ENVIRONMENT OF THE DOMAIN AND TO DEVELOP AS OUTDOOR TRIP LEADERS.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	14506146	Expense
Revenue	19617334	Revenue
Description	HOUSING AND AUXILIARY SERVICES - SUPPORT SERVICES FOR STUDENTS, FACULTY AND STAFF ARE DESIGNED AND OPERATED TO COMPLEMENT AND STRENGTHEN THE INSTRUCTIONAL PROGRAMS OF THE UNIVERSITY. ALL UNDERGRADUATE STUDENTS, EXCEPT MARRIED STUDENTS AND THOSE LIVING AT HOME WITH THEIR FAMILIES,LIVE IN UNIVERSITY-APPROVED HOUSING, PRIMARILY COLLEGE RESIDENCE HALLS. IN KEEPING WITH THE PHILOSOPHY OF BUILDING COMMUNITY AMONG THE STUDENT BODY, STUDENTS ARE NOT ASSIGNED TO RESIDENCE HALLS ACCORDING TO CLASS, FRATERNITY OR SORORITY AFFILIATION, ATHLETICS, OR ACADEMIC DEPARTMENT. STUDENTS CHOOSE FROM AMONG COED OR SINGLE-SEX HALLS; SUBSTANCE-FREE HOUSING IS THE CHOICE AMONG A STEADY NUMBER OF STUDENTS. THERE ARE SEVERAL FOREIGN LANGUAGE HOUSES, AND A "GREEN HOUSE," WHERE STUDENTS FOCUS ON SUSTAINABLE LIVING. THEMATIC RESIDENTIAL CHOICES WITHIN RESIDENCE HALLS INCLUDE SPACES FOR STUDENTS INTERESTED IN ENVIRONMENTAL POLICY, COMMUNITY SERVICE AND OTHER ACTIVITIES.LIVING LEARNING COMMUNITIES ARE THEME-BASED RESIDENCE HALLS WHERE FIRST-YEAR STUDENTS EXPERIENCE CO-CURRICULAR AND SOCIAL OPPORTUNITIES THAT COMPLEMENT THE CLASSROOM EXPERIENCE. PARTICIPATION, WHICH IS VOLUNTARY, CONNECTS STUDENTS AND FACULTY ADVISORS IN AREAS OF THEIRINTELLECTUAL INTERESTS AND ENGAGES STUDENTS IN MEANINGFUL RELATIONSHIPS AND EXPERIENCES. A SOPHISTICATED AND COMPREHENSIVE DINING SERVICE OPTION ENSURES THAT AN ARRAY OF HEALTHY FOOD CHOICES IS AVAILABLE TO STUDENTS. MANY FOOD ITEMS ARE PRODUCED BY LOCAL GROWERS; FOOD WASTE IS COMPOSTED; AND CARE IS TAKEN TO EXERCISE SOCIAL RESPONSIBILITY IN THE PURCHASE OF FOOD AND IN THE CONSUMPTION OF ENERGY NEEDED TO PREPARE IT AND TO WASH UTENSILS AND DISHWARE.	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Expense	4415592	Expense
Revenue	76863	Revenue
Description	RESEARCH - WHILE OUTSTANDING TEACHING IS THE PRIMARY FOCUS OF THE FACULTY'S WORK WITH BOTH UNDERGRADUATE AND GRADUATE STUDENTS, THE COMPLEMENTARY NATURE OF RESEARCH THAT INFORMS INSTRUCTION AND CREATES NEW KNOWLEGE IS INTEGRAL TO THE FACULTY'S SCHOLARLY LIFE AT THE UNIVERSITY. EACH YEAR AN IMPRESSIVE ARRAY OF SCHOLARLY WORK IS PRODUCED BY THE FACULTY, SUPPORTED BY A PROGRAM OF SABBATICAL LEAVE FOR JUNIOR AND SENIOR FACULTY ALIKE. IN 2012-13, MEMBERS OF THE FACULTY WERE AWARDED MORE THAN $1.3 MILLION IN NATIONAL AND INTERNATIONAL GRANTS SUPPORTING RESEARCH IN THE ARTS AND HUMANITIES, SOCIAL SCIENCES, AND THE PHYSICAL, ENVIRONMENTAL, AND LIFE SCIENCES. MORE SIGNIFICANTLY, FACULTY ACROSS THE DISCIPLINES INVOLVE STUDENTS IN THEIR RESEARCH WHILE ALSO CREATING OPPORTUNITIES FOR STUDENTS TO CONDUCT ORIGINAL RESEARCH OF THEIR OWN DURING THE ACADEMIC YEAR OR THE SUMMER. MUCH OF THE WORK IS COORDINATED THROUGH AN OFFICE OF UNDERGRADUATE RESEARCH WHICH PROMOTES CLOSE FACULTY-STUDENT INTERACTION IN RESEARCH, AND ALSO COORDINATES ACCESS TO THESE OPPORTUNITIES.OPERATION AND MAINTENANCE OF PLANT - THE UNIVERSITY OWNS AND MAINTAINS MORE THAN 100 BUILDINGS WITH A TOTAL OF 1.5 MILLION SQUARE FEET FOR ACADEMIC INSTRUCTION, STUDENT SERVICES, AND RESIDENCE HALLS. THIRTY-FOUR OF THESE ARE RESIDENCE HALLS, INCLUDING SEVERAL FOREIGN LANGUAGE HOUSES, A COMMUNITY ENGAGEMENT HOUSE AND A GREEN HOUSE. AN ADDITIONAL 136 UNIVERSITY STRUCTURES (WITH ANOTHER 337,306 SQUARE FEET) ARE USED AS RENTAL HOUSING, PRIMARILY FOR MEMBERS OF FACULTY AND STAFF.THE OLDEST UNIVERSITY BUILDING DATES TO 1866; THE NEWEST WAS COMPLETED IN 2013. ALMOST ALL CAMPUS BULDINGS (INCLUDING RESIDENCE HALLS AND ACADEMIC BUILDINGS) HAVE WIRELESS INTERNET ACCESS. ALL BUILDINGS HAVE WIRED CONNECTIVITY.THE BUILDINGS OF THE UNIVERSITY ARE CONSTRUCTED PRIMARILY OF NATIVE SANDSTONE, MUCH OF IT QUARRIED FROM THE UNIVERSITY'S DOMAIN. THE PREDOMINANT ARCHITECTURAL STYLE IS GOTHIC, A REMINDER OF SEWANEE'S TIES TO THE MEDIEVAL UNIVERSITIES OF ENGLAND AND EUROPE. IN THE PASTDECADE, NEW CONSTRUCTION AND RENOVATION OF ACADEMIC AND RESIDENTIAL FACILITIES HAVE CREATED AN ATTRACTIVE ENVIRONMENT FOR LEARNING AND LIVING.SOME KEY CAMPUS FACILITIES INCLUDE:SPENCER HALL, WHICH OPENED IN 2008, ADDING 47,000 SQUARE FEET TO THE UNIVERSITY'S SCIENCE TEACHING AND RESEARCH FACILITIES. IT GREATLY EXPANDED CLASSROOMS AND LABORATORIES FOR ENVIRONMENTAL SCIENCE AND CHEMISTRY, WHILE ALSO CREATING SPACE FOR A NEW BIOCHEMISTRY MAJOR.ENVIRONMENTALLY SENSITIVE AND CERTIFIED FOR LEADERSHIP IN ENERGY AND ENVIRONMENTAL DESIGN (LEED) SILVER, THE BUILDING'S FACADE BLENDS WITH THE GOTHIC ARCHITECTURE OF SEWANEE'S MAIN ACADEMIC QUADRANGLE WHILE ITS INTERIORS ARE MODERN AND OPEN, CONDUCIVE TO "SCIENCE IN SIGHT" DESIGN.SNOWDEN HALL, WHICH REOPENED IN 2010 AFTER A RENOVATION AND EXPANSION THAT MORE THAN DOUBLED ITS SIZE, FEATURES NEW LABS, CLASSROOMS, RESOURCE ROOMS, AND RESEARCH SPACE FOR THE STUDY OF FORESTRY, GEOLOGY, AND ENVIRONMENTAL SCIENCES. THE UNIVERSITY'S FIRST LEED GOLD BUILDING, SNOWDEN'S GREEN, FEATURES INCLUDE SOLAR PANELS, (THE FIRST LARGE-SCALE INSTALLATION ON CAMPUS), ENERGY-EFFICIENT WINDOWS, LOCAL AND RECYCLED MATERIALS, AND THE UNIVERSITY'S FIRST STORMWATER MANAGEMENT PRACTICES. THE RENOVATION STRENGTHENS THE BASE OF TECHNICAL SUPPORT - CLASSROOM AND LAB WORK AND ANALYSIS - THAT SNOWDEN PROVIDES FOR THE RESEARCH AND TEACHING DONE IN THE FIELD USING THE RESOURCES OF THE DOMAIN.FOWLER SPORT AND FITNESS CENTER, BUILT IN 1994 AND USED BY THE UNIVERSITY AND COMMUNITY MEMBERS ALIKE, IS THE CENTERPIECE OF THE UNIVERSITY'S ATHLETIC FACILITIES.MCCLURG DINING HALL, BUILT IN 2001 COMPLETELY OF NATIVE SANDSTONE, WITH 42,000 SQUARE FEET AND THE CAPACITY TO SERVE 1,500 DINERS.TENNESSEE WILLIAMS CENTER, A UNIQUE, STATE-OF-THE-ART TEACHING THEATER FOR STUDENTS AND FACULTY OF SEWANEE'S DEPARTMENT OF THEATRE ARTS.JESSIE BALL DUPONT LIBRARY, WITH PRINCIPAL LIBRARY HOLDINGS NUMBERING MORE THAN 730,000 VOLUMES, AND EXTENSIVE ELECTRONIC DATABASES AND ONLINE JOURNALS FOR STUDENTS, FACULTY, AND STAFF.*ALL SAINTS' CHAPEL, COMPLETED IN 1957 FOR THE CELEBRATION OF THE 100TH ANNIVERSARY OF THE UNIVERSITY, WHICH SITS AT THE CENTER OF CAMPUS.PAGE 2, LINE 4D:	Description

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	4415592	TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev	76863	TotalOfOtherProgramServiceRev
Total Program Service Expense	85214398	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	0	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	1	ConservationEasements
Collections Of Art	1	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	1	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	1	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	1	ReportOtherLiabilities
Report Fin48 Footnote	1	ReportFin48Footnote
Independent Audit Financial Stmt	1	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	0	ConsolidatedAuditFinancialStmt
School	1	School
Foreign Office	1	ForeignOffice
Foreign Activities	1	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	1	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	0	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	0	GrantsToOrganizations
Grants To Individuals	1	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	1	TaxExemptBonds
Invest Tax Exempt Bonds	0	InvestTaxExemptBonds
Escrow Account	0	EscrowAccount
On Behalf Of Issuer	0	OnBehalfOfIssuer
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	1	LoanToOfficerOrDQP
Grant To Related Person	1	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	1	DeductibleNonCashContributions
Deductible Contributions Of Art	1	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	0	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	3299	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	1925	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	1	UnrelatedBusinessIncome
Form990-T Filed	1	Form990-TFiled
Foreign Financial Account	1	ForeignFinancialAccount
Name Of Foreign Country	SP	NameOfForeignCountry
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	137	NbrVotingGoverningBodyMembers
Number Independent Voting Members	134	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	0	ElectionOfBoardMembers
Decisions Subject To Approval	1	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	1	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	OFFICE OF THE TREASURER	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	9315983357	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	735 UNIVERSITY AVENUE	AddressLine1
City	SEWANEE	City
State	TN	State
ZIP Code	37383	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (153 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Highest Compensated EmployeeHighestCompensatedEmployee
JOHN MCKEE SLOAN
BOARD MEMBER	2.00	X	0	0	0
SUSAN SLOAN
BOARD MEMBER	2.00	X	0	0	0
CORNELIA HEFLIN
BOARD MEMBER	2.00	X	0	0	0
W CHARLES MAYER III
BOARD MEMBER	2.00	X	0	0	0
LARRY R BENFIELD
BOARD MEMBER	2.00	X	0	0	0
KENNETH T PARKS
BOARD MEMBER	2.00	X	0	0	0
BILLY RICHARD CATO
BOARD MEMBER	2.00	X	0	0	0
ELLEN GRAY
BOARD MEMBER	2.00	X	0	0	0
ROBERT C WRIGHT
BOARD MEMBER	2.00	X	0	0	0
SHARON HIERS
BOARD MEMBER	2.00	X	0	0	0
STEVE BURNETT
BOARD MEMBER	2.00	X	0	0	0
GEORGE WILLIAMSON
BOARD MEMBER	2.00	X	0	0	0
GREGORY O BREWER
BOARD MEMBER	2.00	X	0	0	0
STEPHEN CLIFTON
BOARD MEMBER	2.00	X	0	0	0
PARKER BAUER
BOARD MEMBER	2.00	X	0	0	0
FRANK B GUMMEY III
BOARD MEMBER	2.00	X	0	0	0
PHILIP M DUNCAN II
BOARD MEMBER	2.00	X	0	0	0
JOHN H RIGGIN
BOARD MEMBER	2.00	X	0	0	0
AMY HAMILTON
BOARD MEMBER	2.00	X	0	0	0
ERIC STEVENSON
BOARD MEMBER	2.00	X	0	0	0
JAMES M STANTON
BOARD MEMBER	2.00	X	0	0	0
PAUL E LAMBERT
BOARD MEMBER	2.00	X	0	0	0
MICHAEL HOFFMAN
BOARD MEMBER	2.00	X	0	0	0
HARRIET HAHN COUSINS
BOARD MEMBER	2.00	X	0	0	0
ORRIN HARRISON III
BOARD MEMBER	2.00	X	0	0	0
PETER LEE
BOARD MEMBER	2.00	X	0	0	0
ROBERT ALVES
BOARD MEMBER	2.00	X	0	0	0
JOHN O HAROLDSON
BOARD MEMBER	2.00	X	0	0	0
J THOMAS SUTTON
BOARD MEMBER	2.00	X	0	0	0
GEORGE D YOUNG III
BOARD MEMBER	2.00	X	0	0	0
TAYLOR DINSMORE
BOARD MEMBER	2.00	X	0	0	0
CHRIS CONE
BOARD MEMBER	2.00	X	0	0	0
LEE PHILLIPS
BOARD MEMBER	2.00	X	0	0	0
SAMUEL JOHNSON HOWARD
BOARD MEMBER	2.00	X	0	0	0
NANCEE MARTIN
BOARD MEMBER	2.00	X	0	0	0
PAMELA JORDAN ANDERSON
BOARD MEMBER	2.00	X	0	0	0
BLUCHER B LINES
BOARD MEMBER	2.00	X	0	0	0
RAYFORD B HIGH
BOARD MEMBER	2.00	X	0	0	0
JOHN STANLEY
BOARD MEMBER	2.00	X	0	0	0
SHERRI GLASER
BOARD MEMBER	2.00	X	0	0	0
CATHERINE WEHLBURG
BOARD MEMBER	2.00	X	0	0	0
SCOTT A BENHASE
BOARD MEMBER	2.00	X	0	0	0
ROBERT FAIN
BOARD MEMBER	2.00	X	0	0	0
WILLIAM R BRUCE
BOARD MEMBER	2.00	X	0	0	0
DEBORAH THOMAS
BOARD MEMBER	2.00	X	0	0	0
TERRY ALLEN WHITE
BOARD MEMBER	2.00	X	0	0	0
BRIAN CLARDY
BOARD MEMBER	2.00	X	0	0	0
LESLIE NEWMAN
BOARD MEMBER	2.00	X	0	0	0
DOUGLAS HAHN
BOARD MEMBER	2.00	X	0	0	0
MICHAEL CARLISLE
BOARD MEMBER	2.00	X	0	0	0
ADDISON HOSEA
BOARD MEMBER	2.00	X	0	0	0
BUCKNER HINKLE
BOARD MEMBER	2.00	X	0	0	0
MORRIS K THOMPSON
BOARD MEMBER	2.00	X	0	0	0
RALPH HOWE JR
BOARD MEMBER	2.00	X	0	0	0
DREW BROACH
BOARD MEMBER	2.00	X	0	0	0
GINA JENKINS
BOARD MEMBER	2.00	X	0	0	0
DUNCAN M GRAY III
BOARD MEMBER	2.00	X	0	0	0
DAVID ELLIOTT III
BOARD MEMBER	2.00	X	0	0	0
SCOTT DAVIS
BOARD MEMBER	2.00	X	0	0	0
MARGARET MCLARTY
BOARD MEMBER	2.00	X	0	0	0
GEORGE WAYNE SMITH
BOARD MEMBER	2.00	X	0	0	0
DORIS WESTFALL
BOARD MEMBER	2.00	X	0	0	0
JACK LAULESS
BOARD MEMBER	2.00	X	0	0	0
JUDITH LYNN BANDY STUPP
BOARD MEMBER	2.00	X	0	0	0
MICHAEL BRUCE CURRY
BOARD MEMBER	2.00	X	0	0	0
ANNE HODGES-COPPLE
BOARD MEMBER	2.00	X	0	0	0
DAVID JENNINGS FRAZELLE
BOARD MEMBER	2.00	X	0	0	0
REID CONRAD
BOARD MEMBER	2.00	X	0	0	0
EDWARD DUDLEY COLHOUN IV
BOARD MEMBER	2.00	X	0	0	0
J SCOTT MAYER
BOARD MEMBER	2.00	X	0	0	0
PATRICIA G RUSSELL
BOARD MEMBER	2.00	X	0	0	0
DON GRIFFIS
BOARD MEMBER	2.00	X	0	0	0
JOHN HILL
BOARD MEMBER	2.00	X	0	0	0
CHARLES G VONROSENBERG
BOARD MEMBER	2.00	X	0	0	0
MICHAEL WRIGHT
BOARD MEMBER	2.00	X	0	0	0
ANN STIRLING
BOARD MEMBER	2.00	X	0	0	0
ROBERT RAY BLACK
BOARD MEMBER	2.00	X	0	0	0
LEOPOLD FRADE
BOARD MEMBER	2.00	X	0	0	0
RICHARD J AGUILAR
BOARD MEMBER	2.00	X	0	0	0
ALYSON CROUCH HARDIN
BOARD MEMBER	2.00	X	0	0	0
EDMUND D HENRY III
BOARD MEMBER	2.00	X	0	0	0
DABNEY T SMITH
BOARD MEMBER	2.00	X	0	0	0
KYLE BENNETT
BOARD MEMBER	2.00	X	0	0	0
KAREN O PATTERSON
BOARD MEMBER	2.00	X	0	0	0
GREGORY A HEARING
BOARD MEMBER	2.00	X	0	0	0
JOHN C BAUERSCHMIDT
BOARD MEMBER	2.00	X	0	0	0
POLK VAN ZANDT
BOARD MEMBER	2.00	X	0	0	0
H E MILLER JR
BOARD MEMBER	2.00	X	0	0	0
W A STRINGER
BOARD MEMBER	2.00	X	0	0	0
C ANDREW DOYLE
BOARD MEMBER	2.00	X	0	0	0
DENA HARRISON
BOARD MEMBER	2.00	X	0	0	0
JEFF W FISHER
BOARD MEMBER	2.00	X	0	0	0
WILLIAM C TREADWELL
BOARD MEMBER	2.00	X	0	0	0
SANDRA PRATT WILKENS
BOARD MEMBER	2.00	X	0	0	0
SETH HINKLEY
BOARD MEMBER	2.00	X	0	0	0
ANDREW WALDO
BOARD MEMBER	2.00	X	0	0	0
CAROL DEEDIE PHILLIPS MARSHALL
BOARD MEMBER	2.00	X	0	0	0
THOMAS H COKER III
BOARD MEMBER	2.00	X	0	0	0
MILDRED LEE TANNER
BOARD MEMBER	2.00	X	0	0	0
DON E JOHNSON
BOARD MEMBER	2.00	X	0	0	0
SENTER CROOK
BOARD MEMBER	2.00	X	0	0	0
ROBERT D GOOCH JR
BOARD MEMBER	2.00	X	0	0	0
SALLY CASSADY LYON
BOARD MEMBER	2.00	X	0	0	0
GARY R LILLIBRIDGE
BOARD MEMBER	2.00	X	0	0	0
DAVID MITCHELL REED
BOARD MEMBER	2.00	X	0	0	0
BEN NELSON
BOARD MEMBER	2.00	X	0	0	0
PAGE WILSON
BOARD MEMBER	2.00	X	0	0	0
KATHRYN YOUNG
BOARD MEMBER	2.00	X	0	0	0
JACOB W OWENSBY
BOARD MEMBER	2.00	X	0	0	0
PAUL D MARTIN
BOARD MEMBER	2.00	X	0	0	0
ANDREA MARIE PETROSH
BOARD MEMBER	2.00	X	0	0	0
GEORGE KING MUNSON JR
BOARD MEMBER	2.00	X	0	0	0
G PORTER TAYLOR
BOARD MEMBER	2.00	X	0	0	0
LAWRENCE BRITT
BOARD MEMBER	2.00	X	0	0	0
KEMPER WILLIAMS BROWN
BOARD MEMBER	2.00	X	0	0	0
BILL STIEFEL JR
BOARD MEMBER	2.00	X	0	0	0
ELLIOTT HARRIGAN
BOARD MEMBER	2.00	X	0	0	0
JOHN CLARK
BOARD MEMBER	2.00	X	0	0	0
MICHAEL SULLIVAN
BOARD MEMBER	2.00	X	0	0	0
KATHRYN INGRAM THOMPSON
BOARD MEMBER	2.00	X	0	0	0
BERT WHITE
BOARD MEMBER	2.00	X	0	0	0
BRIAN K BURGESS
BOARD MEMBER	2.00	X	0	0	0
STEPHEN GRAY
BOARD MEMBER	2.00	X	0	0	0
SAGE HOARE
BOARD MEMBER	2.00	X	0	0	0
JANET S MCDONALD
BOARD MEMBER	2.00	X	0	0	0
STEWART H THOMAS
BOARD MEMBER	2.00	X	0	0	0
DUDLEY M WEST
BOARD MEMBER	2.00	X	0	0	0
GARY BUTTERWORTH
BOARD MEMBER	2.00	X	0	0	0
ROB JOHNSON
BOARD MEMBER	2.00	X	0	0	0
LOUIS RICE
BOARD MEMBER	2.00	X	0	0	0
COLLEEN BEECKEN RYE
BOARD MEMBER	2.00	X	0	0	0
JEFF WHORLEY
BOARD MEMBER	2.00	X	0	0	0
RUTH SANCHEZ-IMIZCOZ
BOARD MEMBER	40.00	X	97171	0	19375
CYNTHIA S CRYSDALE
BOARD MEMBER	40.00	X	85955	0	16044
SCOTT WILSON
BOARD MEMBER	40.00	X	80593	0	37666
BENTLEY MANNING
BOARD MEMBER	2.00	X	0	0	0
THOMAS HALL
BOARD MEMBER	2.00	X	0	0	0
JOHN M MCCARDELL JR
VICE-CHANCELLOR/PRESIDENT	40.00		503650	0	74253	X
JERRY FORSTER
TREASURER	40.00		181819	0	27391	X
JOHN GATTA
DEAN OF THE COLLEGE	40.00		178498	0	18380	X
JETT FISHER
VP OF ADVANCEMENT	40.00		160243	0	77108	X
LEE ANN BACKLUND
DEAN OF ADMISSIONS	40.00		155717	0	23150	X
DONNA PIERCE
LEGAL COUNSEL	40.00		149406	0	22847	X
ERIC HARTMAN
DEAN OF STUDENTS	40.00		116134	0	23524	X
JOHN SWALLOW
PROVOST	40.00		111410	0	36524	X
PAUL WILEY
REGISTRAR	40.00		96711	0	21788	X
SARAH SUTHERLAND
TREASURER	40.00		94391	0	18904	X
NEIL ALEXANDER
DEAN OF SCHOOL OF THEOLOGY	40.00		17726	0	15182	X
LINDA LANKEWICZ
PROFESSOR	40.00		187917	0	24947		X
EUGENE PRUNTY
PROFESSOR & CONF. DIRECTOR	40.00		174460	0	34370		X
YASMEEN MOHIUDDIN
PROFESSOR	40.00		160514	0	21751		X
FREDERICK CROOM
PROFESSOR	40.00		149592	0	34313		X
JOEL CUNNINGHAM
PROFESSOR	40.00		146919	0	30900		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	2848826	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	578417	TotalOtherCompensation
Number Individuals GT100 K	38	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
RW CONSTRUCTION
70 DAVIS LANE	TRACY CITY	TN	37387	CONSTRUCTION	328352
BLUE OAK PROJECTS
PO BOX 890	WINCHESTER	TN	38398	CONSTRUCTION	252892
SANITATION DEPT
PO BOX 22	MONTEAGLE	TN	37356	TRASH REMOVAL	205263
NUTT CONSTRUCTION
PO BOX 251	TULLAHOMA	TN	37388	CONSTRUCTION	189370
SOUTHEASTERN TURF
1075 HWY 41 A SOUTH	EAGLEVILLE	TN	37060	TURF INSTALLATION	168277

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	10	NumberOfContractorsGT100K
Government Grants	342978	GovernmentGrants
All Other Contributions	16223060	AllOtherContributions
Noncash Contributions	1374304	NoncashContributions
Total Contributions	16566038	TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
TUITION & FEES	611310	55956194	55956194
AUXILIARY SALES & SERVICE	611310	19617334	19617334
EDUCATION SALES & SERVICE	611310	2301156	2301156

Field	Value	IRS element (for citing)
Total Program Service Revenue	77874684	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	13056203	TotalRevenueColumn
Unrelated Business Revenue	-52714	UnrelatedBusinessRevenue
Exclusion	$13,108,917	ExclusionAmount

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1734333	TotalRevenueColumn
Exclusion	$1,734,333	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	66993607	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	64993879	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	1999728	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	1999728	TotalRevenueColumn
Exclusion	$1,999,728	ExclusionAmount

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	111230986	TotalRevenueColumn
Related Or Exempt Function Income	77874684	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	-52714	UnrelatedBusinessRevenue
Exclusion	$16,842,978	ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	20440787	Total
Program Services	20440787	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	2292883	Total
Program Services	910948	ProgramServices
Management And General	1289729	ManagementAndGeneral
Fundraising	92206	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	35924700	Total
Program Services	28766408	ProgramServices
Management And General	5809705	ManagementAndGeneral
Fundraising	1348587	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	3020493	Total
Program Services	2411793	ProgramServices
Management And General	608700	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	6146952	Total
Program Services	4821929	ProgramServices
Management And General	833540	ManagementAndGeneral
Fundraising	491483	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	2336045	Total
Program Services	1852672	ProgramServices
Management And General	483373	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	88542	Total
Program Services	33211	ProgramServices
Management And General	55151	ManagementAndGeneral
Fundraising	180	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	98640	Total
Program Services	5150	ProgramServices
Management And General	93490	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	3017041	Total
Management And General	3017041	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	6061053	Total
Program Services	5031264	ProgramServices
Management And General	941225	ManagementAndGeneral
Fundraising	88564	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	428442	Total
Program Services	165290	ProgramServices
Management And General	262493	ManagementAndGeneral
Fundraising	659	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	1650335	Total
Program Services	1170298	ProgramServices
Management And General	330726	ManagementAndGeneral
Fundraising	149311	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	1258731	Total
Program Services	850438	ProgramServices
Management And General	404540	ManagementAndGeneral
Fundraising	3753	Fundraising

Royalties Royalties

Field	Value	IRS element (for citing)
Total	55703	Total
Management And General	55703	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	1152542	Total
Program Services	983552	ProgramServices
Management And General	134719	ManagementAndGeneral
Fundraising	34271	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	2144872	Total
Program Services	1789107	ProgramServices
Management And General	276220	ManagementAndGeneral
Fundraising	79545	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	289754	Total
Program Services	231865	ProgramServices
Management And General	55444	ManagementAndGeneral
Fundraising	2445	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	1210981	Total
Program Services	1210981	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	4288317	Total
Program Services	3788569	ProgramServices
Management And General	499748	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	771435	Total
Program Services	498080	ProgramServices
Management And General	270036	ManagementAndGeneral
Fundraising	3319	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
FOOD	4055681	3769820	223508	62353
RENEWALS AND REPLACEMEN	2770990	1801764	969226
UTILITIES	2655817	2608791	47026
EQUIPMENT RENTAL/MAINTE	1503102	1401939	87691	13472

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	785328	Total
Program Services	669742	ProgramServices
Management And General	115586	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	104449166	Total
Program Services	85214398	ProgramServices
Management And General	16864620	ManagementAndGeneral
Fundraising	2370148	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	2857733	BOY
EOY	5088536	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	74528605	BOY
EOY	70724255	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	23253965	BOY
EOY	19400725	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	881176	BOY
EOY	1550965	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
BOY	69383	BOY
EOY	36169	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	2659562	BOY
EOY	2653724	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	403381	BOY
EOY	339377	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	482070	BOY
EOY	2706364	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	234079325	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	78990998	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	139013510	BOY
EOY	155088327	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	290017749	BOY
EOY	324088036	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	5694901	BOY
EOY	5440795	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	539862035	BOY
EOY	587117273	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	7625043	BOY
EOY	11153360	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	1899546	BOY
EOY	2238143	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	38177088	BOY
EOY	61515932	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	7626475	BOY
EOY	7445523	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	55328152	BOY
EOY	82352958	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	194786456	BOY
EOY	202814005	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	150034648	BOY
EOY	159695258	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	139712779	BOY
EOY	142255052	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	484533883	BOY
EOY	504764315	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	539862035	BOY
EOY	587117273	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	6781820	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	13448612	ReconciliationUnrealizedInvest
Reconcilation Other Changes	0	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	1	AuditCommittee
Federal Grant Audit Required	1	FederalGrantAuditRequired
Federal Grant Audit Performed	1	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School170b1 Aii	X	School170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

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

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Preservation For Public Use	X	PreservationForPublicUse
Protection Of Natural Habitat	X	ProtectionOfNaturalHabitat
Preservation Of Open Space	X	PreservationOfOpenSpace
Total Number Of Easements	2	TotalNumberOfEasements
Total Acreage	3208.00	TotalAcreage
Nmbr Hist Struct Easements	0	NmbrHistStructEasements
Nmbr Easements Modified	0	NmbrEasementsModified
Nmbr States In Which Easements Held	1	NmbrStatesInWhichEasementsHeld
Written Policy Monitoring	1	WrittenPolicyMonitoring
Staff Hours Spent On Enforcement	449.00	StaffHoursSpentOnEnforcement
Expenses Incurred For Enforcement	10475	ExpensesIncurredForEnforcement
Collect Used For Public Exhibition	X	CollectUsedForPublicExhibition
Collect Used For Scholar Research	X	CollectUsedForScholarResearch
Collect Used For Preservation	X	CollectUsedForPreservation
Solicited Assets For Sale	0	SolicitedAssetsForSale
Agent Trustee Etc	0	AgentTrusteeEtc

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	318951183	BeginningOfYearBalance
Contributions	8617720	Contributions
Investment Earnings Or Losses	22614726	InvestmentEarningsOrLosses
Grants Or Scholarships	5853531	GrantsOrScholarships
Other Expenditures	7805979	OtherExpenditures
End Of Year Balance	336524119	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	318709539	BeginningOfYearBalance
Contributions	10044584	Contributions
Investment Earnings Or Losses	3315401	InvestmentEarningsOrLosses
Grants Or Scholarships	5533669	GrantsOrScholarships
Other Expenditures	7584672	OtherExpenditures
End Of Year Balance	318951183	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	272487483	BeginningOfYearBalance
Contributions	5033969	Contributions
Investment Earnings Or Losses	54223352	InvestmentEarningsOrLosses
Grants Or Scholarships	5698947	GrantsOrScholarships
Other Expenditures	7336318	OtherExpenditures
End Of Year Balance	318709539	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	246098443	BeginningOfYearBalance
Contributions	11241702	Contributions
Investment Earnings Or Losses	28421915	InvestmentEarningsOrLosses
Grants Or Scholarships	5498353	GrantsOrScholarships
Other Expenditures	7776224	OtherExpenditures
End Of Year Balance	272487483	EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	313206187	BeginningOfYearBalance
Contributions	6418592	Contributions
Investment Earnings Or Losses	-60013539	InvestmentEarningsOrLosses
Grants Or Scholarships	5593100	GrantsOrScholarships
Other Expenditures	7919697	OtherExpenditures
End Of Year Balance	246098443	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.23000	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.40000	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.37000	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	1	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	0	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	1635425	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	11338358	OtherCostOrOtherBasis
Book Value	12973783	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	196779	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	158081531	OtherCostOrOtherBasis
Depreciation	46046336	Depreciation
Book Value	112231974	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	42938585	OtherCostOrOtherBasis
Depreciation	32944662	Depreciation
Book Value	9993923	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	19888647	OtherCostOrOtherBasis
Book Value	19888647	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	155088327	TotalOfBookValueLandBuildings

Other Securities OtherSecurities (4 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
EQUITIES	242328956	F
BONDS	58182680	F
CASH VALUE OF INSURANCE	1167527	F
ASSETS HELD BY TRUSTEE	22408873	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	324088036	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
REFUNDABLE ADVANCES	$2,721,089
POST RETIREMENT OBLIGATION	$4,724,434

Field	Value	IRS element (for citing)
Total Of Amounts	7445523	TotalOfAmounts
Footnote In Part XIII	X	FootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt	102932749	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	13448612	NetUnrealizedGainsInvestments
Other Revenues	-18729808	OtherRevenues
Revenue Not Rptd F990	-5281196	RevenueNotRptdF990
Revenue Subtotal	108213945	RevenueSubtotal
Investment Expenses Not Included	3017041	InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt	3017041	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	111230986	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	82702317	TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F990	0	ExpensesNotRptdF990
Expenses Subtotal	82702317	ExpensesSubtotal
Investment Expenses Not Included2	3017041	InvestmentExpensesNotIncluded2
Other Expenses Not Included	18729808	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	21746849	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	104449166	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (7 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS:	PART II, LINE 9:	CONSERVATION EASEMENT(S) ARE NOT REFLECTED IN THE BALANCE SHEET; INCIDENTAL EXPENSES REFERENCED IN SCHEDULE D PART II, LINE 7 FLOW THROUGH ON THE STATEMENT OF ACTIVITIES.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:	PART X, LINE 2:	THE UNIVERSITY ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A MORE LIKELY THAN NOT THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A CUMULATIVE PROBABILITY ASSESSMENT THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. TAX POSITIONS FOR THE UNIVERSITY INCLUDE, BUT ARE NOT LIMITED TO, THE TAX EXEMPT STATUS AND DETERMINATION OF WHETHER INCOME IS SUBJECT TO UNRELATED BUSINESS INCOME TAX; HOWEVER, THE UNIVERSITY HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION.
PART XI, LINE 2D - OTHER ADJUSTMENTS:		SCHOLARSHIPS - CONTRA REVENUE
PART XII, LINE 4B - OTHER ADJUSTMENTS:		SCHOLARSHIPS - CONTRA REVENUE
		PART III, LINE 1A: THE UNIVERSITY DOES NOT INCLUDE EITHER THE COST OR THE VALUE OF ITS COLLECTIONS ON THE STATEMENT OF FINANCIAL POSITION, NOR DOES IT RECOGNIZE GIFTS OF COLLECTION ITEMS AS REVENUES IN THE STATEMENT OF ACTIVITIES. THE PROCEEDS FROM ITEMS DISPOSED OF ARE REPORTED AS INCREASES IN THE APPROPRIATE CLASS OF NET ASSETS IN THE STATEMENT OF ACTIVITIES. CONTRIBUTED WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS THAT ARE NOT ADDED TO COLLECTIONS ARE REPORTED AS ASSETS HELD FOR SALE ON THE STATEMENTS OF FINANCIAL POSITION AT THEIR FAIR MARKET VALUES AT THE DATE OF THE GIFT.
		PART III, LINE 4: THE UNIVERSITY COLLECTS WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS WHICH REFLECT THE HISTORY OF THE INSTITUTION AND/OR SUPPORT ITS EDUCATIONAL PURPOSE. THE COLLECTIONS ARE MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION AND RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FOR FINANCIAL GAIN. COLLECTIONS ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED. AS A MATTER OF POLICY, THE PROCEEDS OF ITEMS IN COLLECTIONS THAT ARE SOLD ARE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS.
		PART V, LINE 4: ENDOWMENT FUNDS ARE HELD IN PERPETUITY AND THE EARNINGS ARE USED FOR PURPOSES DESIGNATED BY DONORS IN GIFT AGREEMENTS. THESE PURPOSES INCLUDE, BUT ARE NOT LIMITED TO: STUDENT FINANCIAL AID, INTERNSHIPS, FACULTY SUPPORT, FACILITIES, MAINTENANCE, AND OPERATIONS.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	1	NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc	1	PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media	1	PolicyPublViaBroadcastMedia
Maint Racial Composition Records	1	MaintRacialCompositionRecords
Maint Scholarships Records	1	MaintScholarshipsRecords
Maint Copies Of Brochures Etc	1	MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations	1	MaintCopiesOfAllSolicitations
Discriminate Race Students Rights	0	DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies	0	DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty	0	DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships	0	DiscriminateRaceScholarships
Discriminate Race Educ Policies	0	DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog	0	DiscriminateRaceAthleticProg
Discriminate Race Other Acty	0	DiscriminateRaceOtherActy
Government Financial Aid Received	1	GovernmentFinancialAidReceived
Government Financial Aid Revoked	0	GovernmentFinancialAidRevoked
Compliance With Rev Proc7550	1	ComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION	SCHEDULE E, PART I, LINE 3	THE UNIVERSITY DRAWS A LARGE PERCENTAGE OF ITS STUDENTS FROM A LARGE GEOGRAPHIC SECTION. THE UNIVERSITY FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AND INCLUDES APPROPRIATE STATEMENTS IN ITS RECRUITING, ADMISSIONS, AND SCHOLARSHIP BROCHURES AND CATALOGUES.
EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE	SCHEDULE E, PART I, LINE 6	FUNDS FOR FINANCIAL AID TO STUDENTS ARE RECEIVED FROM THE U.S. DEPARTMENT OF EDUCATION FOR COLLEGE WORK STUDY, SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS, AND PELL GRANTS. PERKINS LOANS CONTINUE TO BE DISBURSED FROM THE REVOLVING LOAN FUND. FEDERAL DIRECT LOAN PROCEEDS ARE RECEIVED FROM THE U.S. DEPARTMENT OF EDUCATION AND CREDITED TO STUDENTS' ACCOUNTS RECEIVABLE.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	1	GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (7 entries)

RegionRegion	Number Of OfficesNumberOfOffices	Number Of EmployeesNumberOfEmployees	Type Of Activities ConductedTypeOfActivitiesConducted	Specific Services ProvidedSpecificServicesProvided	Total ExpendituresTotalExpenditures
SOUTH ASIA	0	3	PROGRAM SERVICE	INSTRUCTION	58893
EAST ASIA & PACIFIC	0	5	PROGRAM SERVICE	INSTRUCTION	84315
EUROPE	1	9	PROGRAM SERVICE	INSTRUCTION	468207
CENTRAL EUROPE	0	2	PROGRAM SERVICE	INSTRUCTION	52679
SOUTH AMERICA	0	2	PROGRAM SERVICE	INSTRUCTION	10786
CENTRAL AMERICA & CARIBBEAN	0	2	PROGRAM SERVICE	INSTRUCTION	25005
CENTRAL AMERICA & CARIBBEAN	0	0	INVESTMENTS		32648000

Field	Value	IRS element (for citing)
Subtotal Number Of Offices	1	SubtotalNumberOfOffices
Subtotal Number Of Employees	23	SubtotalNumberOfEmployees
Cont Number Of Offices	0	ContNumberOfOffices
Cont Number Of Employees	0	ContNumberOfEmployees
Total Number Of Offices	1	TotalNumberOfOffices
Total Number Of Employees	23	TotalNumberOfEmployees
Subtotal Amount Spent	33347885	SubtotalAmountSpent
Cont Amount Spent	0	ContAmountSpent
Total Amount Spent	33347885	TotalAmountSpent

Grants To Ind Outside US GrantsToIndOutsideUS (4 entries)

Type Of AssistanceTypeOfAssistance	RegionRegion	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant	Manner Of Cash DisbursementMannerOfCashDisbursement
SCHOLARSHIP	SOUTH ASIA	5	3500	CREDIT TO STUDENTS' ACCOUNTS RECEIVABLE
SCHOALRSHIP	CENTRAL AMERICA & CARIBBEAN	2	1650	CREDIT TO STUDENTS' ACCOUNTS RECEIVABLE
SCHOLARSHIP	EUROPE	5	81219	CREDIT TO STUDENTS' ACCOUNTS RECEIVABLE
SCHOLARSHIP	CENTRAL EUROPE	8	20750	CREDIT TO STUDENTS' ACCOUNTS RECEIVABLE

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	1	TransferToForeignCorp
Interest In Foreign Trust	0	InterestInForeignTrust
Own Foreign Corp	0	OwnForeignCorp
Passive Foreign Invest Co	1	PassiveForeignInvestCo
Foreign Partnership	0	ForeignPartnership
Boycott Countries	0	BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV (4 entries)

Return ReferenceReturnReference	ExplanationExplanation
SCHEDULE F, PART I, LINE 2:	SCHOLARSHIP AWARDS ARE CREDITED TO THE STUDENTS' ACCOUNTS RECEIVABLE AT THE UNIVERSITY OF THE SOUTH. CREDIT IS APPLIED DIRECTLY AGAINST TUITION AND FEES CHARGED TO THE STUDENT FOR SUMMER ABROAD PROGRAMS AND ONE SEMESTER ABROAD PROGRAM.
SCHEDULE F, PART IV, LINE 1:	THE UNIVERSITY WAS A DIRECT TRANSFEROR OF CASH TO 10 DIFFERENT FOREIGN CORPORATIONS (INVESTMENTS) DURING THE TAX YEAR & COMPLETED THE FORM 926.
SCHEDULE F, PART IV, LINE 4:	THE UNIVERSITY IS AN INVESTOR IN ONE OR MORE "PASSIVE FOREIGN INVESTMENT COMPANIES" ("PFICS"). THE UNIVERSITY DID NOT RECEIVE ANY TAXABLE DISTRIBUTIONS FROM ANY OF THE PFICS DURING FISCAL YEAR 2013. FORM 8621 IS NOT BEING FILED PURSUANT TO IRS GUIDANCE SET FORTH IN REG. SEC. 1.1291-1(E).
SCHEDULE F, PART IV, LINE 3:	THE INVESTMENT AMOUNT WAS NOT HIGH ENOUGH TO RENDER THE FILING OF FORM 5471.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	1	RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII

Field	Value	IRS element (for citing)
Type Of Grant	SCHOLARSHIPS - STUDENTS ENROLLED AT THE UNIVERSITY OF THE SOUTH	TypeOfGrant
Number Of Recipients	1237	NumberOfRecipients
Amount Of Cash Grant	20440787	AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	PROCEDURE FOR MONITORING GRANTS IN THE U.S.:	Identifier
Return Reference	PART I, LINE 2:	ReturnReference
Explanation	SCHEDULE I, PART I, LINE 2: MERIT-BASED SCHOLARSHIPS & NEED-BASED SCHOLARSHIPS AWARDED TO ENROLLED STUDENTS ARE CREDITED TO STUDENTS' ACCOUNT TO COVER TUITION & FEES. GRADE REPORTS ARE GENERATED FOR EACH TERM & EACH INDIVIDUAL STUDENT IS REVIEWED TO INSURE THEY ARE MAKING SATISFACTORY ACADEMIC PROGRESS TO MAINTAIN THEIR GRANT/SCHOLARSHIP FUNDING. NOTIFICATIONS ARE SENT BY THE DEAN OF THE COLLEGE TO ALERT DEPARTMENTS OF WITHDRAWALS. ALSO, FINANCIAL AID RUNS ENROLLMENT REPORTS EACH TERM TO CHECK THE NUMBER OF CREDIT HRS FOR EACH STUDENT. THIRD PARTY SOFTWARE IS ALSO CODED TO PREVENT THE CREDIT OF FUNDS TO A STUDENT WITHOUT ENROLLED HOURS.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Housing Allowance Or Residence	X	HousingAllowanceOrResidence
Personal Services	X	PersonalServices
Written Policy Re T And E Expenses	1	WrittenPolicyReTAndEExpenses
Substantiation Required	1	SubstantiationRequired
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	0	SeverancePayment
Supplemental Nonqual Retire Plan	0	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	0	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	0	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	0	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	0	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	0	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	0	AnyNonFixedPayments
Initial Contract Exception	0	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)

TitleTitle	Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
JOHN M MCCARDELL JR
VICE-CHANCELLOR/PRESIDENT	486254	0	0	0	17396	0	37500	0	37198	0	578348	0	0	0
JERRY FORSTER
TREASURER	165065	0	0	0	16754	0	17431	0	10405	0	209655	0	0	0
JOHN GATTA
DEAN OF THE COLLEGE	177736	0	0	0	762	0	17780	0	1045	0	197323	0	0	0
JETT FISHER
VP OF ADVANCEMENT	159985	0	0	0	258	0	17031	0	67408	0	244682	0	0	0
LEE ANN BACKLUND
DEAN OF ADMISSIONS	155459	0	0	0	258	0	16160	0	7435	0	179312	0	0	0
DONNA PIERCE
LEGAL COUNSEL	149010	0	0	0	396	0	15557	0	7735	0	172698	0	0	0
LINDA LANKEWICZ
PROFESSOR	170579	0	0	0	17338	0	17957	0	7435	0	213309	0	0	0
EUGENE PRUNTY
PROFESSOR & CONF. DIRECTOR	173815	0	0	0	645	0	26780	0	8034	0	209274	0	0	0
YASMEEN MOHIUDDIN
PROFESSOR	160339	0	0	0	175	0	14161	0	7922	0	182597	0	0	0
FREDERICK CROOM
PROFESSOR	148826	0	0	0	766	0	24077	0	10681	0	184350	0	0	0
JOEL CUNNINGHAM
PROFESSOR	146157	0	0	0	762	0	23310	0	8035	0	178264	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII

Field	Value	IRS element (for citing)
Return Reference	PART I, LINE 1A	ReturnReference
Explanation	THE UNIVERSITY PROVIDES HOUSING AND CERTAIN CUSTODIAL SERVICES FOR THE VICE CHANCELLOR AS A CONDITION OF EMPLOYMENT SO THAT HE CAN PERFORM ESSENTIAL UNIVERSITY BUSINESS AND ACTIVITIES AT THE HOME. THE PORTION OF THE STRUCTURE ALLOCABLE TO THE PERSONAL LIVING QUARTERS AND THE RELATED SERVICES FOR SUCH QUARTERS ARE INCLUDED IN HIS NON-TAXABLE BENEFITS REPORTED ON SCHEDULE J PART II, COLUMN (D).	Explanation

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)

Bond ReferenceBondReferenceCd	Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
FRANKLIN CO HEALTH & EDUCATION FACILITIES BOARD
A	521282324	BS1353325	2005-12-01	13200000	ACADEMIC BUILDING & DORM RENOVATIONS	0	0	0
FRANKLIN CO HEALTH & EDUCATION FACILITIES BOARD
B	521282324	NONEAVAIL	2009-07-30	14400000	REDEMPTION OF PRIOR BONDS & ACADEMIC BUILDING RENOVATIONS	0	0	0
FRANKLIN CO HEALTH & EDUCATION FACILITIES BOARD
C	521282324	353325DG5	2012-11-08	41051769	DORM RENOVATION, NEW DORM CONSTRUCTIONS, & REFINANCE OF PRIOR BONDS	0	0	0

Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)

Bond ReferenceBondReferenceCd	Total ProceedsTotalProceeds	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Credit EnhancementCreditEnhancement	Other Spent ProceedsOtherSpentProceeds	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind	Amount Bond DefeasedAmountBondDefeased	Capital ExpendituresCapitalExpenditures
A	13200000	124120	168349	13097719	2008	0	0	1	1
B	14400000	47500			2010	1	0	1	1	10000000	4352500
C	41051769	298972			2014	1	1	0	1	17249704	23802065

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

Bond ReferenceBondReferenceCd	Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest	Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs
A	1	1
B	1	1
C	1	1

Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)

Bond ReferenceBondReferenceCd	No Rebate DueNoRebateDue	Variable Rate IssueVariableRateIssue
A	1	0
B	1	1
C	1	0

Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)

Bond ReferenceBondReferenceCd	Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction
A	1
B	1
C	1

Schedule L IRS990ScheduleL

Loan Table LoanTable (3 entries)

Relationship With OrganizationRelationshipWithOrganization	Purpose Of LoanPurposeOfLoan	Loan From OrganizationLoanFromOrganization	Original PrincipalOriginalPrincipalAmount	Balance DueBalanceDue	DefaultDefault	Approved By BoardApprovedByBoard	Written AgreementWrittenAgreement
JETT FISHER
JETT FISHER IS AN OFFICER OF THE UNIVERSITY.	COLLEGE ASSISTANCE	X	$14,632	669	0	1	1
PAUL WILEY
PAUL WILEY IS AN OFFICER OF THE UNIVERSITY.	COLLEGE ASSISTANCE	X	$24,000	14500	0	1	1
PAUL WILEY
PAUL WILEY IS AN OFFICER OF THE UNIVERSITY.	TUITION ASSISTANCE	X	$35,000	21000	0	1	1

Field	Value	IRS element (for citing)
Total Balance Due	36169	TotalBalanceDue

Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)

Amount Of GrantAmountOfGrant	Type Of AssistanceTypeOfAssistance	Purpose Of AssistancePurposeOfAssistance
136407	NEED-BASED SCHOLARSHIP	ROOM, BOARD AND TUITION ASSISTANCE
28000	MERIT-BASED SCHOLARSHIP	ROOM, BOARD AND TUITION ASSISTANCE

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	2	NumberOfContributions
Noncash Contribs Rptd F990	0	NoncashContribsRptdF990
Method Of Determining Revenues	N/A	MethodOfDeterminingRevenues

Art Historical Treasures ArtHistoricalTreasures

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	1	NumberOfContributions
Noncash Contribs Rptd F990	0	NoncashContribsRptdF990
Method Of Determining Revenues	N/A	MethodOfDeterminingRevenues

Books And Publications BooksAndPublications

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Noncash Contribs Rptd F990	0	NoncashContribsRptdF990
Method Of Determining Revenues	N/A	MethodOfDeterminingRevenues

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	106	NumberOfContributions
Noncash Contribs Rptd F990	1203062	NoncashContribsRptdF990
Method Of Determining Revenues	QUOTED STOCK PRICE	MethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)

Non Cash CheckboxNonCashCheckbox	DescriptionDescription	Number Of ContributionsNumberOfContributions	Noncash Contribs Rptd F990NoncashContribsRptdF990	Method Of Determining RevenuesMethodOfDeterminingRevenues
X	HORSE	4	0	N/A
X	BUILDING MATERIAL	2	171242	INVOICE
X	SUPPLIES	1	0	N/A
X	LIFE POLICY	1	0	N/A

Field	Value	IRS element (for citing)
Number Of8283 Received	4	NumberOf8283Received
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	1	ReviewProcessUnusualNCGifts
Third Parties Used	0	ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

Field	Value	IRS element (for citing)
Identifier	NON REPORTING OF REVENUE:	Identifier
Return Reference	PART I, LINE 33:	ReturnReference
Explanation	REVENUES ARE NOT RECOGNIZED FOR NON-CASH CONTRIBUTIONS (GIFTS-IN-KIND) WHEN THE RELATED ASSET IS NOT RECOGNIZED ON THE BALANCE SHEET.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Return ReferenceReturnReference	ExplanationExplanation
FORM 990, PART VI, SECTION A, LINE 7B	THE BOARD OF TRUSTEES HAS DESIGNATED THE BOARD OF REGENTS AS THE EXECUTIVE BODY OF THE UNIVERSITY. THE BOARD OF REGENTS IS VESTED WITH ALL THE POWERS AND AUTHORITY GRANTED IN THE UNIVERSITY'S CHARTER, EXCEPT SUCH POWERS EXPRESSLY RESERVED BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11	THE AUDIT COMMITTEE OF THE BOARD OF REGENTS REVIEWS THE 990 IN DETAIL. THE COMMITTEE THEN PROVIDES THE BOARD OF REGENTS COPIES FOR CONSIDERATION BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12C	IN ACCORDANCE WITH THE UNIVERSITY'S CONFLICT OF INTEREST POLICY, THE POLICY AND CONFLICT DISCLOSURE FORMS SHALL BE CIRCULATED ANNUALLY BY MEMBERS OF THE EXECUTIVE OFFICE'S STAFF TO TRUSTEES, REGENTS, OFFICERS, AND OTHERS DESIGNATED BY THE VICE CHANCELLOR. THE COMPLETED DISCLOSURE FORMS SHALL BE REVIEWED BY LEGAL COUNSEL OR HER/HIS DESIGNEE FOR THE PURPOSES OF MONITORING COMPLIANCE WITH THE POLICY AND DETERMINING WHAT ACTION, IF ANY, IS NEEDED REGARDING DISCLOSED CONFLICTS.
FORM 990, PART VI, SECTION B, LINE 15	THE CHAIR OF THE BOARD OF REGENTS, IN CONSULTATION WITH THE EXECUTIVE COMMITTEE (WHICH ALSO ACTS AS THE COMPENSATION COMMITTEE) OF THE BOARD, REQUESTS AND RECEIVES COMPENSATION DATA FROM HUMAN RESOURCES WHEN THE BOARD IS CONSIDERING A CHANGE IN COMPENSATION. THE CHAIR INFORMS HR VIA LETTER OR EMAIL OF EACH YEAR'S COMPENSATION EVEN IF THERE IS NO CHANGE IN RATE. THERE HAS BEEN NO INCREASE IN COMPENSATION FOR THE LAST TWO FISCAL YEARS; HOWEVER, WHEN A CHANGE IN PAY IS CONSIDERED, SALARY SURVEYS PROVIDED BY CUPA AND SALARY INFORMATION FROM COMPARABLE INSTITUTIONS ARE USED. THE EXECUTIVE COMMITTEE SHALL REVIEW COMPENSATION POLICIES AND PRACTICES TO ENSURE THAT COMPENSATION OF THE UNIVERSITY'S OFFICERS AND KEY EMPLOYEES SUPPORTS AND ENHANCES THAT UNIVERSITY'S PURPOSE AND MISSION AND ATTRACTS AND RETAINS KEY EXECUTIVES. EXECUTIVE COMPENSATION SHOULD BE (I) REASONABLE AND COMPETITIVE, (II) REFLECT THE INDIVIDUAL'S EXPERIENCE, SKILLS, EDUCATION AND PERFORMANCE, AND (III) GENERALLY CONSISTENT WITH RELEVANT SURVEY DATA FROM COMPARABLE INSTITUTIONS FOR FUNCTIONALLY COMPARABLE POSITIONS. TOTAL EXECUTIVE COMPENSATION IS DESIGNED TO BE FLEXIBLE IN ORDER TO ATTRACT HIGH CALIBER INDIVIDUALS, REWARD ACCOMPLISHMENTS, AND BALANCE THE NEED TO BE COMPETITIVE WITH AVAILABLE RESOURCES.
FORM 990, PART VI, SECTION C, LINE 19	GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLICUPON REQUEST. GOVERNING DOCUMENTS ARE ALSO AVAILABLE AT: HTTP://ABOUT.SEWANEE.EDU/TRUSTEES/DOCUMENTS.