UNIVERSITY OF PUGET SOUND: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: UNIVERSITY OF PUGET SOUND (EIN 91-0564961)
Tax period: 2010-07-01 to 2011-06-30
Filed: 2012-05-08
IRS object ID: 201201309349300215
Schema version: 2010v3.4
Source: Download XML · Original 990 at ProPublica

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

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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-05-08T17:07:54-07:00	Timestamp
Tax Period End Date	2011-06-30	TaxPeriodEndDate
Return Type	990	ReturnType
Tax Period Begin Date	2010-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	910564961	EIN

Name Name

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

Field	Value	IRS element (for citing)
Name Control	UNIV	NameControl
Phone	2538796110	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1500 N Warner St CMB 1075	AddressLine1
City	Tacoma	City
State	WA	State
ZIP Code	984161075	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Sherry B Mondou	Name
Title	VP for Finance & Administration	Title
Phone	2538793204	Phone
Date Signed	2012-05-08	DateSigned

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	Ronald R Thomas	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	1500 N Warner St CMB 1075	AddressLine1
City	Tacoma	City
State	WA	State
ZIP Code	984161075	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	192115365	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	www.pugetsound.edu	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1888	YearFormation
State Legal Domicile	WA	StateLegalDomicile
Activity Or Mission Description	Education	ActivityOrMissionDescription
Nbr Voting Members Governing Body	33	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	31	NbrIndependentVotingMembers
Total Nbr Employees	2857	TotalNbrEmployees
Total Nbr Volunteers	638	TotalNbrVolunteers
Total Gross UBI	-333099	TotalGrossUBI
Net Unrelated Business Txbl Income	-344249	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	15154187	ContributionsGrantsPriorYear
Contributions Grants Current Year	12099371	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	121391487	ProgramServiceRevenuePriorYear
Program Service Revenue CY	125028422	ProgramServiceRevenueCY
Investment Income Prior Year	3715469	InvestmentIncomePriorYear
Investment Income Current Year	5350603	InvestmentIncomeCurrentYear
Other Revenue Prior Year	-361605	OtherRevenuePriorYear
Other Revenue Current Year	4899995	OtherRevenueCurrentYear
Total Revenue Prior Year	139899538	TotalRevenuePriorYear
Total Revenue Current Year	147378391	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	36260064	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	38508960	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	62081086	SalariesEtcPriorYear
Salaries Etc Current Year	63279538	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	3376414	TotalFundrsngExpCurrentYear
Other Expense Prior Year	40558589	OtherExpensePriorYear
Other Expenses Current Year	43775177	OtherExpensesCurrentYear
Total Expenses Prior Year	138899739	TotalExpensesPriorYear
Total Expenses Current Year	145563675	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	999799	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	1814716	RevenuesLessExpensesCY
Total Assets BOY	474197981	TotalAssetsBOY
Total Assets EOY	508368666	TotalAssetsEOY
Total Liabilities BOY	111727179	TotalLiabilitiesBOY
Total Liabilities EOY	109314241	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	362470802	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	399054425	NetAssetsOrFundBalancesEOY
Mission Description	Education	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	129665034	Expense
Grants	38508960	Grants
Revenue	124695323	Revenue
Description	The only national independent undergraduate liberal arts college in Western Washington, Puget Sound serves 2,600 students from 48 states and 20 countries, providing 1,200 classes in more than 50 major areas of study in the arts, sciences, humanities, and social sciences, including graduate programs in education, occupational therapy, and physical therapy. The college maintains a student-faculty ratio of 11:1 and places an emphasis on excellence in teaching. Faculty awards include six Washington state professors of the year from the Carnegie Foundation. An academically rigorous residential college, Puget Sound offers a full range of services designed to support the academic experience, including athletics, study abroad, community service, and leadership opportunities. Globally focused, Puget Sound actively seeks and supports diversity in its students, faculty, and staff, and fosters lifelong relationships with alumni.	Description
Total Of Other Program Service Exp	0	TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt	0	TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev	0	TotalOfOtherProgramServiceRev
Total Program Service Expense	129665034	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	1	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	1	CollectionsOfArt
Credit Counseling	1	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	0	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	1	ConsolidatedAuditFinancialStmt
School	1	School
Foreign Office	1	ForeignOffice
Foreign Activities	1	ForeignActivities
More Than5000 K To Organizations	1	MoreThan5000KToOrganizations
More Than5000 K To Individuals	1	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	1	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	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	1	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	1	DisregardedEntity
Related Entity	1	RelatedEntity
Related Org Controlled Entity	1	RelatedOrgControlledEntity
Transaction Related Entity	0	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	3801	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	2857	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	FR	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	33	NbrVotingGoverningBodyMembers
Number Independent Voting Members	31	NumberIndependentVotingMembers
Family Or Business Relationship	1	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	0	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
States Where Copy Of Return Is Filed	MA	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MD	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MI	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MO	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	NH	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	OR	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	WA	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	Janet S Hallman	NamePerson
Telephone Number	2538798620	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	Associate VP/Controller	AddressLine1
Address Line2	1500 N Warner St CMB 1075	AddressLine2
City	Tacoma	City
State	WA	State
ZIP Code	984161075	ZIPCode

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

Form990 Part VII Section A Form990PartVIISectionA (46 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
Carl G Behnke
Board Member	2.3	X	0	0	0
Richard M Brooks '82
Board Chair	2.3	X	0	0	0	X
William M Canfield '76 P'08
Board Member	2.3	X	0	0	0
Mitzi W Carletti '78
Board Member	2.3	X	0	0	0
Marvin H Caruthers P'02
Board Member	2.3	X	0	0	0
Michael J Corliss '82 P'13
Board Member	2.3	X	0	0	0
Hillis S Dillon '84 JD '88
Board Member	2.3	X	0	0	0
Kathleen A Duncan '82
Board Member	2.3	X	0	0	0
Randolph C Foster '74
Board Member	2.3	X	0	0	0
Frederick W Grimm '78
Board Member	2.3	X	0	0	0
Matthew M Kelleher '79
Board Member	2.3	X	0	0	0
Thomas E Leavitt '71 JD '75 P'10
Board Member	2.3	X	0	0	0
Gwendolyn H Lillis P'05
Board Member	2.3	X	0	0	0
Eric Lindgren
Board Member	2.3	X	0	0	0
Janeen Solie McAninch '77 P'06
Board Member	2.3	X	0	0	0
George E Matelich '78
Board Treasurer	2.3	X	0	0	0	X
William D McCormick P'97
Board Member	2.3	X	0	0	0
Kenneth C McGill '61
Board Member	2.3	X	0	0	0
William C Nelson '69
Board Member	2.3	X	0	0	0
Jill T Nishi '89
Board Member	2.3	X	0	0	0
Deanna W Oppenheimer '80 P'11 P'14
Board Immediate Past Chair	2.3	X	0	0	0	X
Wade H Perrow '73 P'02
Board Member	2.3	X	0	0	0
John C Pierce '65 P'94 P'97
Board Member	2.3	X	0	0	0
Robert C Pohlad P'07
Board Vice Chair	2.3	X	0	0	0	X
Allan D Sapp '78 P'10
Board Member	2.3	X	0	0	0
Robert T Shishido '72 P'09
Board Member	2.3	X	0	0	0
Gillian Neukom Toledo '94
Board Member	2.3	X	0	0	0
Barbara S Walker P'05 P'07
Board Member	2.3	X	0	0	0
Guy N Watanabe '75 MBA'76
Board Member	2.3	X	0	0	0
William T Weyerhaeuser
Board Member	2.3	X	0	0	0
John A Whalley '64
Board Member	2.3	X	0	0	0
Kenneth W Willman '82
Board Member	2.3	X	0	0	0
Ronald R Thomas
President & Trustee	40	X	399411	0	166070	X
Kristine M Bartanen
Academic VP and Dean	40		200038	0	37348	X
David R Beers
VP for University Relations	40		216983	0	88176	X
Mary Elizabeth Collins
Executive Assistant	40		85299	0	27515	X
Katherine W Davis
AVP for Treasury	40		105352	0	18045	X
Janet S Hallman
Controller	40		105804	0	23921	X
George H Mills Jr
VP for Enrollment	40		174140	0	26117	X
Sherry B Mondou
VP for Finance and Admin	40		227822	0	56792	X
J Michael Segawa
Dean of Students	40		134987	0	21539	X
Kathleen Hummel-Berry
Professor	40		275258	0	9155		X
John M Hickey
AVP Business Servs	40		145743	0	19134		X
William E Morse Jr
AVP Technology Services/CTO	40		130983	0	20000		X
John P Woodward
Professor	40		124669	0	59781		X
David A Droge
Professor	40		123135	0	0		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	2449624	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	573593	TotalOtherCompensation
Number Individuals GT100 K	52	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
Lease Crutcher Lewis
107 Spring Street	Seattle	WA	981041052	Const supplies and services	6048605
GLY Construction Inc
PO Box 6728	Bellevue	WA	980080728	Const supplies and services	5910991
Mortenson Construction
PO Box 1867	Bellevue	WA	98009	Const supplies and services	2861663
Bohlin Cywinski Jackson
1932 1st Ave Ste 916	Seattle	WA	98101	Architectural services	690985
REP Electric Inc
PO 11184	Tacoma	WA	98411	Electrical supplies and serv	653353

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	66	NumberOfContractorsGT100K
Federated Campaigns	0	FederatedCampaigns
Membership Dues	0	MembershipDues
Fundraising Events	16058	FundraisingEvents
Related Organizations	0	RelatedOrganizations
Government Grants	2229005	GovernmentGrants
All Other Contributions	9854308	AllOtherContributions
Noncash Contributions	2533	NoncashContributions
Total Contributions	12099371	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	Education	Description
Business Code	611310	BusinessCode
Total Revenue Column	125028422	TotalRevenueColumn
Related Or Exempt Function Income	125028422	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Field	Value	IRS element (for citing)
Total Program Service Revenue	125028422	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	4121237	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$4,121,237	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	0	Real
Personal	0	Personal

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	45885653	Securities
Other	66691	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	44656630	Securities
Other	66348	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	1229023	Securities
Other	343	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	1229366	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$1,229,366	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	9310	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	15528	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	13100	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	-3790	TotalRevenueColumn
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	-$3,790	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Gaming	1544	GrossIncomeGaming
Gaming Direct Expenses	896	GamingDirectExpenses

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	648	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$648	ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue	ExclusionExclusionAmount
Loss Other Endowment Investment	900099	-333099	0	-333099	$0
Gain other investment	611310	5236236	0	0	$5,236,236

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	4903137	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	147378391	TotalRevenueColumn
Related Or Exempt Function Income	125028422	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	-333099	UnrelatedBusinessRevenue
Exclusion	$10,583,697	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	0	Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	37960243	Total
Program Services	37960243	ProgramServices

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	548717	Total
Program Services	548717	ProgramServices

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	2184981	Total
Program Services	665376	ProgramServices
Management And General	1062854	ManagementAndGeneral
Fundraising	456751	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	62579	Total
Program Services	37475	ProgramServices
Management And General	25104	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	46152871	Total
Program Services	38293075	ProgramServices
Management And General	6338186	ManagementAndGeneral
Fundraising	1521610	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	5000639	Total
Program Services	4192404	ProgramServices
Management And General	691340	ManagementAndGeneral
Fundraising	116895	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	6628530	Total
Program Services	5271511	ProgramServices
Management And General	1116346	ManagementAndGeneral
Fundraising	240673	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	3249938	Total
Program Services	2548304	ProgramServices
Management And General	571073	ManagementAndGeneral
Fundraising	130561	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	185542	Total
Management And General	185542	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	100000	Total
Management And General	100000	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	2605	Total
Management And General	2605	ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	2346779	Total
Management And General	2346779	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	4434553	Total
Program Services	3271439	ProgramServices
Management And General	1043995	ManagementAndGeneral
Fundraising	119119	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	1605298	Total
Program Services	969408	ProgramServices
Management And General	412033	ManagementAndGeneral
Fundraising	223857	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	3466139	Total
Program Services	2737808	ProgramServices
Management And General	563412	ManagementAndGeneral
Fundraising	164919	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	1286053	Total
Program Services	1095216	ProgramServices
Management And General	152783	ManagementAndGeneral
Fundraising	38054	Fundraising

Royalties Royalties

Field	Value	IRS element (for citing)
Total	23639	Total
Program Services	22371	ProgramServices
Management And General	1268	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	3705492	Total
Program Services	1523726	ProgramServices
Management And General	2181077	ManagementAndGeneral
Fundraising	689	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	1942138	Total
Program Services	1640596	ProgramServices
Management And General	175925	ManagementAndGeneral
Fundraising	125617	Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	197248	Total
Program Services	149475	ProgramServices
Management And General	38085	ManagementAndGeneral
Fundraising	9688	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	2464525	Total
Program Services	2190610	ProgramServices
Management And General	243186	ManagementAndGeneral
Fundraising	30729	Fundraising

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	10883988	Total
Program Services	9387161	ProgramServices
Management And General	1379906	ManagementAndGeneral
Fundraising	116921	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	632516	Total
Program Services	14444	ProgramServices
Management And General	618072	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
Allocation of plant O&M	0	9010675	-9088411	77736
Goods purchased for resale	4508270	4508270	0	0
Study abroad program expense	3475066	3475066	0	0
Membership dues	280630	118737	159298	2595

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	2234696	Total
Program Services	32927	ProgramServices
Management And General	2201769	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	145563675	Total
Program Services	129665034	ProgramServices
Management And General	12522227	ManagementAndGeneral
Fundraising	3376414	Fundraising

Field	Value	IRS element (for citing)
Joint Costs	X	JointCosts

Total Joint Costs TotalJointCosts

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	12081526	BOY
EOY	13206122	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	39409033	BOY
EOY	30406059	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	14744525	BOY
EOY	2046133	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	1358488	BOY
EOY	9633681	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	16506334	BOY
EOY	15729779	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	757097	BOY
EOY	711708	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	3551369	BOY
EOY	2883946	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	253351427	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	78422894	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	153271232	BOY
EOY	174928533	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	124146337	BOY
EOY	146167882	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	98682087	BOY
EOY	109597084	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	595428	BOY
EOY	890855	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	9094525	BOY
EOY	2166884	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	474197981	BOY
EOY	508368666	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	16318964	BOY
EOY	17535739	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	21442	BOY
EOY	55165	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	2542742	BOY
EOY	2916018	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	63694205	BOY
EOY	62235625	EOY

Escrow Account Liability EscrowAccountLiability

Field	Value	IRS element (for citing)
BOY	131189	BOY
EOY	111288	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	29018637	BOY
EOY	26460406	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	111727179	BOY
EOY	109314241	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	192467604	BOY
EOY	207339457	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	71241008	BOY
EOY	90151310	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	98762190	BOY
EOY	101563658	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	362470802	BOY
EOY	399054425	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	474197981	BOY
EOY	508368666	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	1814716	ReconcilationRevenueExpenses
Reconcilation Other Changes	34768907	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited
Audit Committee	1	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
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 C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbying

Field	Value	IRS element (for citing)
Filing Organizations Totals	0	FilingOrganizationsTotals

Total Direct Lobbying TotalDirectLobbying

Field	Value	IRS element (for citing)
Filing Organizations Totals	2605	FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	2605	FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	145561070	FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	145563675	FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

Field	Value	IRS element (for citing)
Filing Organizations Totals	1000000	FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

Field	Value	IRS element (for citing)
Filing Organizations Totals	250000	FilingOrganizationsTotals

Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx

Field	Value	IRS element (for citing)
Filing Organizations Totals	0	FilingOrganizationsTotals

Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx

Field	Value	IRS element (for citing)
Filing Organizations Totals	0	FilingOrganizationsTotals

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

Field	Value	IRS element (for citing)
Current Year Minus3	1000000	CurrentYearMinus3
Current Year Minus2	1000000	CurrentYearMinus2
Current Year Minus1	1000000	CurrentYearMinus1
Current Year	1000000	CurrentYear
Total	4000000	Total

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

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

Field	Value	IRS element (for citing)
Current Year Minus3	235	CurrentYearMinus3
Current Year Minus2	242	CurrentYearMinus2
Current Year Minus1	3416	CurrentYearMinus1
Current Year	2605	CurrentYear
Total	6498	Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

Field	Value	IRS element (for citing)
Current Year Minus3	250000	CurrentYearMinus3
Current Year Minus2	250000	CurrentYearMinus2
Current Year Minus1	250000	CurrentYearMinus1
Current Year	250000	CurrentYear
Total	1000000	Total

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

Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures

Field	Value	IRS element (for citing)
Current Year Minus3	0	CurrentYearMinus3
Current Year Minus2	0	CurrentYearMinus2
Current Year Minus1	0	CurrentYearMinus1
Current Year	0	CurrentYear
Total	0	Total

Form990 Schedule C Part IV Form990ScheduleCPartIV

Field	Value	IRS element (for citing)
Identifier	SchC_P2A_S00_L01c	Identifier
Return Reference	Schedule C, Part II-A, Line 1c	ReturnReference
Explanation	In addition to the lobbying amounts reported on line 1c, the university paid $70,523 in membership dues to organizations that may have performed lobbying activities on behalf of its membership. These organizations are 501(c)(3) organizations which are exempt under section 6033(e) from having to report to its membership the portion of dues that are allocable to political or lobbying activities. As such, the university does not have this information to report on this return.	Explanation

Schedule D IRS990ScheduleD

Art Public Exhibition Amts ArtPublicExhibitionAmts

Field	Value	IRS element (for citing)
Revenues Included	0	RevenuesIncluded
Assets In Part X	539688	AssetsInPartX

Held Works Of Art Amts HeldWorksOfArtAmts

Field	Value	IRS element (for citing)
Revenues Included	0	RevenuesIncluded
Assets In Part X	0	AssetsInPartX

Field	Value	IRS element (for citing)
Collect Used For Public Exhibition	X	CollectUsedForPublicExhibition
Collect Used For Scholar Research	X	CollectUsedForScholarResearch
Collect Used For Preservation	X	CollectUsedForPreservation
Collect Used For Loan Or Exch Prgrms	X	CollectUsedForLoanOrExchPrgrms

Collection Used For Other CollectionUsedForOther

Field	Value	IRS element (for citing)
Collection Used For Other Purposes	X	CollectionUsedForOtherPurposes
Description Of Other Purposes	Teaching material and curricula to K-12	DescriptionOfOtherPurposes

Field	Value	IRS element (for citing)
Solicited Assets For Sale	0	SolicitedAssetsForSale
Agent Trustee Etc	0	AgentTrusteeEtc
Included On FS	1	IncludedOnFS

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	217690667	BeginningOfYearBalance
Contributions	5125849	Contributions
Investment Earnings Or Losses	41969501	InvestmentEarningsOrLosses
Grants Or Scholarships	6020356	GrantsOrScholarships
Other Expenditures	5161501	OtherExpenditures
Administrative Expenses	2312710	AdministrativeExpenses
End Of Year Balance	251291450	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	195505393	BeginningOfYearBalance
Contributions	7418474	Contributions
Investment Earnings Or Losses	28616915	InvestmentEarningsOrLosses
Grants Or Scholarships	5580841	GrantsOrScholarships
Other Expenditures	5853911	OtherExpenditures
Administrative Expenses	2415363	AdministrativeExpenses
End Of Year Balance	217690667	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	244480093	BeginningOfYearBalance
Contributions	6736634	Contributions
Investment Earnings Or Losses	-42356476	InvestmentEarningsOrLosses
Grants Or Scholarships	4945674	GrantsOrScholarships
Other Expenditures	6005976	OtherExpenditures
Administrative Expenses	2403208	AdministrativeExpenses
End Of Year Balance	195505393	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.369	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.629	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.002	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	315000	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	10640133	OtherCostOrOtherBasis
Book Value	10955133	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	1298952	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	189072532	OtherCostOrOtherBasis
Depreciation	66809682	Depreciation
Book Value	123561802	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	17483346	OtherCostOrOtherBasis
Depreciation	8413759	Depreciation
Book Value	9069587	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	34541464	OtherCostOrOtherBasis
Depreciation	3199453	Depreciation
Book Value	31342011	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	0	OtherCostOrOtherBasis
Depreciation	0	Depreciation
Book Value	0	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	174928533	TotalOfBookValueLandBuildings

Financial Derivatives FinancialDerivatives

Field	Value	IRS element (for citing)
Book Value	0	BookValue

Closely Held Equity Interests CloselyHeldEquityInterests

Field	Value	IRS element (for citing)
Book Value	0	BookValue

Other Securities OtherSecurities (6 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
Endowment hedge funds	45053295	F
Endowment private equity	20550050	F
Endowment private real estate, LPs & REITS	18680841	F
Endowment natural resources LPs	15717221	F
Endowment trusts with external trustees	1886251	F
Investment in subsidiary	7709426	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	109597084	TotalOfBookValueSecurities

Other Assets OtherAssets (2 entries)

DescriptionDescription	Book ValueBookValue
Beneficial interest in outside trusts	2034892
Assets restricted for investment in campus facilities	131992

Field	Value	IRS element (for citing)
Total Book Value Other Assets	2166884	TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescription	AmountAmount
Government advances for student loans	$13,122,466
Unrealized loss on interest rate swaps	$9,091,001
Liabilities under split-interest agreements	$2,575,458
Asset retirement obligation	$1,562,727
Capital lease obligations	$108,754

Field	Value	IRS element (for citing)
Total Of Amounts	26460406	TotalOfAmounts
Total Revenue	147378391	TotalRevenue
Total Expenses	145563675	TotalExpenses
Excess Or Deficit For Year	1814716	ExcessOrDeficitForYear
Net Unrealized GL On Investments	31365856	NetUnrealizedGLOnInvestments
Donated Services And Facilities	0	DonatedServicesAndFacilities
Investment Expenses	0	InvestmentExpenses
Prior Period Adjustments	0	PriorPeriodAdjustments
Other	$4,344,906	OtherAmount
Total Adjustments	35710762	TotalAdjustments
Excess Or Deficit Per FS	37525478	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	142737817	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	31365856	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	0	DonatedSrvcAndUseOfFacilities
Recoveries Of Prior Year Grants	0	RecoveriesOfPriorYearGrants
Other Revenues	-33676456	OtherRevenues
Revenue Not Rptd F990	-2310600	RevenueNotRptdF990
Revenue Subtotal	145048417	RevenueSubtotal
Investment Expenses Not Included	2343970	InvestmentExpensesNotIncluded
Other Revenues Not Included	-13996	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	2329974	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	147378391	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	105212339	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	0	DonatedServicesUseOfFacilities
Prior Year Adjustments	0	PriorYearAdjustments
Losses Reported	0	LossesReported
Other Expenses Included	13996	OtherExpensesIncluded
Expenses Not Rptd F990	13996	ExpensesNotRptdF990
Expenses Subtotal	105198343	ExpensesSubtotal
Investment Expenses Not Included2	2343970	InvestmentExpensesNotIncluded2
Other Expenses Not Included	38021362	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	40365332	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	145563675	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (9 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SchD_P03_S00_L04	Schedule D, Part III, Line 4	The Slater Museum of Natural History: The Slater Museum of Natural History, which is located on the university's campus in Thompson Hall, provides one of the region's significant repositories for bird, mammal, reptile, amphibian and plant specimens from the Pacific Northwest. The museum serves as resource for students, researchers, artists and educators alike. The museum plays a significant role in the university's biology program and is used by schools throughout the south Puget Sound area. Thousands of K-12 students are exposed to the museum's collections through curriculum kits that go into the schools or museum tours. Exhibits to be installed this summer will further strengthen the museum's role as a resource for community groups, for educational programming, museum-based excursions. The Collins Memorial Library: The unique collections of the Collins Memorial Library cover a broad range of topics, formats and periods. The library's many unique materials include artists' books, manuscript collections, photographs, rare books, and materials that document local and regional history and art. The collections provide educational and research resources for students, faculty, and staff and support the university's commitment to teaching, learning, civic engagement, and diversity.
SchD_P04_S00_L02b	Schedule D, Part IV, Line 2b	The university receives scholarship and fellowship funds from unrelated granting organizations and awards them to specific, named students as directed by the granting organizations. The university also acts as custodian for the funds of service organizations in which students, faculty, or staff participate. These organizations are legally separate from the university and are funded from sources independent of the university.
SchD_P05_S00_L04	Schedule D, Part V, Line 4	The university's endowment includes donor-restricted endowment and funds designated by the Board of Trustees to function as endowment (quasi-endowment). The university's donor-restricted endowment was created through the generosity of generations of donors who requested that their gifts be invested for a period of time or in perpetuity to provide resources to support the university's mission. The university's quasi-endowment was created by the Board of Trustees through their designation of unrestricted bequests and careful stewardship of other unrestricted resources. The purpose of the endowment is to provide ongoing financial support for the university's annual operations. The university recognizes that support for current operations must be consistent with the long-term growth of the endowment. Over time the university's goal is to grow the endowment through careful investment and through the addition of new gifts, while providing steadily growing support to university programs across generations.
SchD_P10_S00_L02	Schedule D, Part X, Line 2	The university had no unrecognized tax benefits that would have required an adjustment to its net assets, and no unrecognized tax benefits at June 30, 2011. In general the university is no longer subject to U.S. federal and state income tax examinations by tax authorities before its fiscal year ended June 30, 2005.
SchD_P11_S00_L08	Schedule D, Part XI, Line 8	Actuarial adjustments and other changes $3,403,052, investment gain from subsidiary $1,513,362, dividend income from subsidiary ($571,508)
SchD_P12_S00_L02d	Schedule D, Part XII, Line 2d	Actuarial adjustments and other changes $3,403,052, student financial aid expense ($38,021,362), investment gain from subsidiary $1,513,362 and dividend income from subsidiary ($571,508).
SchD_P12_S00_L04b	Schedule D, Part XII, Line 4b	Fundraising and gaming expenses ($13,996).
SchD_P13_S00_L02d	Schedule D, Part XIII, Line 2d	Fundraising and gaming expenses $13,996.
SchD_P13_S00_L04b	Schedule D, Part XIII, Line 4b	Student financial aid $38,021,362.

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
SchE_P01_S00_L03	Schedule E, Part I, Line 3	The university publishes its nondiscriminatory policy towards students annually in a newspaper under guidelines set forth in Rev Proc 75-50, 1975-2 CB 587 Section 4.03. The university also includes this nondiscriminatory statement in publications dealing with student admissions, programs, and scholarships.
SchE_P01_S00_L06	Schedule E, Part I, Line 6	The university receives funding from the federal goverment to support student workstudy and financial aid including: Federal Work-Study Program, Federal Pell Grant Program, Academic Competitiveness Grants, National Science and Mathematics Access to Retain Talent (SMART) Grants, Teacher Education Assistance for College and Higher Education (TEACH) Grants, Federal Supplemental Education Opportunity Grants, and Federal Perkins Loan Program. Federal research grants have also been received directly or indirectly from the following federal agencies: National Science Foundation and National Aeronautics and Space Administration, National Endowment for the Humanities, Department of Health and Human Services/National Institutes of Health, Department of Commerce/National Oceanic and Atmospheric Administration. Other grants received from federal agencies include: Institute of Museum and Library Services and U.S. Department of Education.

Schedule F IRS990ScheduleF

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

Accts Actvs Out US Table AcctsActvsOutUSTable (14 entries)

RegionRegion	Number Of OfficesNumberOfOffices	Number Of EmployeesNumberOfEmployees	Type Of Activities ConductedTypeOfActivitiesConducted	Total ExpendituresTotalExpenditures	Specific Services ProvidedSpecificServicesProvided
Central America and the Caribbean	0	0	Grantmaking	47335
East Asia and the Pacific	0	0	Grantmaking	64945
Europe (including Iceland and Greenland)	0	0	Grantmaking	263359
Sub-Saharan Africa	0	0	Grantmaking	13995
South America	0	0	Grantmaking	66285
North America (including Canada and Mexico, but not the United States)	0	0	Grantmaking	92798
Europe (including Iceland and Greenland)	1	1	Program Services	160183	Study Abroad Program
East Asia and the Pacific	0	0	Program Services	10484	Study Tour
East Asia and the Pacific	0	0	Program Services	15977	Faculty travel to conferences and professional meetings
Europe (including Iceland and Greenland)	0	0	Program Services	14628	Faculty travel to conferences and professional meetings
Middle East and North Africa	0	0	Program Services	1570	Faculty travel to conferences and professional meetings
North America (including Canada and Mexico, but not the United States)	0	0	Program Services	7986	Faculty travel to conferences and professional meetings
South America	0	0	Program Services	1570	Faculty Travel to Conferences and Professional Meetings
Central America and the Caribbean			Investments	36970027

Field	Value	IRS element (for citing)
Total Number Of Offices	1	TotalNumberOfOffices
Total Number Of Employees	1	TotalNumberOfEmployees
Total Amount Spent	37731142	TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS

Field	Value	IRS element (for citing)
Region	North America (including Canada and Mexico, but not the United States)	Region
Purpose Of Grant	Research	PurposeOfGrant
Amount Of Cash Grant	92798	AmountOfCashGrant
Manner Of Cash Disbursement	Check	MannerOfCashDisbursement
Amount Of Non Cash Assistance	0	AmountOfNonCashAssistance

Field	Value	IRS element (for citing)
Total Number Of501c3 Orgs	1	TotalNumberOf501c3Orgs
Total Number Of Other Orgs	0	TotalNumberOfOtherOrgs

Grants To Ind Outside US GrantsToIndOutsideUS (5 entries)

Type Of AssistanceTypeOfAssistance	RegionRegion	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant	Manner Of Cash DisbursementMannerOfCashDisbursement
Financial aid grants posted to each student's Puget Sound account when students were studying abroad that term	Central America and the Caribbean	7	47335	Aid posted to student account held at the university
Financial aid grants posted to each student's Puget Sound account when students were studying abroad that term	East Asia and the Pacific	6	64945	Aid posted to student account held at the university
Financial aid grants posted to each student's Puget Sound account when students were studying abroad that term	Europe (including Iceland and Greenland)	31	263359	Aid posted to student account held at the university
Financial aid grants posted to each student's Puget Sound account when students were studying abroad that term	Sub-Saharan Africa	1	13995	Aid posted to student account held at the university
Financial aid grants posted to each student's Puget Sound account when students were studying abroad that term	South America	7	66285	Aid posted to student account held at the university

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

Form990 Schedule F Part V Form990ScheduleFPartV (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SchF_P01_S00_L02	Schedule F, Part I, Line 2	Student financial aid grants: All students seeking need based financial assistance are required to complete the FAFSA. Eligibility, or need, is determined through federal methodology and resulting Expected Family Contribution as set against standard cost of attendance. Need based aid is awarded based on federal and/or state eligibility requirements and institutional aid is awarded according to institutional policy. Amounts of aid awarded are in compliance with governing regulations or institutional policy. In compliance with Title IV regulations, total aid from all sources cannot exceed need or the annual cost of tuition, regardless of the level of need. Aid awards are posted to student accounts as an offset to semester charges. Institutional policy prohibits the release or refund of aid to students unless total charges for the semester have been paid.
SchF_P01_S00_L03	Schedule F, Part I, Line 3	The university's financial statements are accounted for on an accrual basis of accounting. As such, the expenditures reported by region in column (f) are accounted for on an accrual basis of accounting and do not include expenditures that were accrued in a prior reporting period. Under the university's current accounting procedure, indirect and direct expenses associated with certain activities outside the United States are not separately tracked and therefore not included in column (f). Also included in column (f) is the book value of investments ($36,970,027) that may not represent current year expenditures.
SchF_P03_S00_L00	Schedule F, Part III	The number of recipients reported in column (c) were actual numbers obtained from the university's Student Financial Services. This department keeps a record of cash grants and the recipients.

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	Auction	NameOfEvent1
Gross Receipts Event1	5048	GrossReceiptsEvent1
Charitable Contributions Event1	3738	CharitableContributionsEvent1
Gross Revenue Event1	1310	GrossRevenueEvent1
Cash Prizes Event1	0	CashPrizesEvent1
Non Cash Prizes Event1	0	NonCashPrizesEvent1
Rent Facility Costs Event1	0	RentFacilityCostsEvent1
Food And Beverage Event1	1100	FoodAndBeverageEvent1
Entertainment Event1	0	EntertainmentEvent1
Other Direct Expenses Event1	100	OtherDirectExpensesEvent1
Name Of Event2	Golf Tournament	NameOfEvent2
Gross Receipts Event2	19790	GrossReceiptsEvent2
Charitable Contributions Event2	11790	CharitableContributionsEvent2
Gross Revenue Event2	8000	GrossRevenueEvent2
Cash Prizes Event2	0	CashPrizesEvent2
Non Cash Prizes Event2	118	NonCashPrizesEvent2
Rent Facility Costs Event2	10884	RentFacilityCostsEvent2
Food And Beverage Event2	98	FoodAndBeverageEvent2
Entertainment Event2	0	EntertainmentEvent2
Other Direct Expenses Event2	800	OtherDirectExpensesEvent2
Total Number Of Other Events	0	TotalNumberOfOtherEvents
Gross Receipts Total	24838	GrossReceiptsTotal
Charitable Contributions Total	15528	CharitableContributionsTotal
Gross Revenue Total Events	9310	GrossRevenueTotalEvents
Cash Prizes Total Events	0	CashPrizesTotalEvents
Non Cash Prizes Total Events	118	NonCashPrizesTotalEvents
Rent Facility Costs Total Events	10884	RentFacilityCostsTotalEvents
Food And Beverage Total Events	1198	FoodAndBeverageTotalEvents
Entertainment Total Events	0	EntertainmentTotalEvents
Other Direct Expenses Total Events	900	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	13100	DirectExpenseSummaryEvents
Net Income Summary	-3790	NetIncomeSummary

Schedule I IRS990ScheduleI

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

Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)

Type Of GrantTypeOfGrant	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant
Student Financial Aid Grants	2228	37623626
Student Research Grants	171	273616
Faculty Research Grants	21	24706
Other Student Grants and Allocations	221	38385

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	SchI_P01_S00_L02	Identifier
Return Reference	Schedule I, Part I, Line 2	ReturnReference
Explanation	All students seeking need based financial assistance are required to complete the FAFSA. Eligibility, or need, is determined through federal methodology and resulting Expected Family Contribution as set against standard cost of attendance. Need based aid is awarded based on federal and/or state eligibility requirements and institutional aid is awarded according to institutional policy. Amounts of aid awarded are in compliance with governing regulations or institutional policy. In compliance with Title IV regulations, total aid from all sources cannot exceed need or the annual cost of tuition, regardless of the level of need. Aid awards are posted to student accounts as an offset to semester charges. Institutional policy prohibits the release or refund of aid to students unless total charges for the semester have been paid. Research Grants are awarded to students and faculty in accordance with established written criteria and eligibility guidelines. Proposal applications are reviewed and awards are granted based on the quality, feasibility and merits of the research proposed. Student grant awards are generally paid by check and faculty grant awards are transferred to an institutional account from which funds are paid in reimbursement of actual expenditures which must be substantiated. All research grants require a final report and faculty research grants additionally require a financial accounting. Other Student Grants and Allocations include awards, prizes and other payment to students in recognition of academic and leadership achievements.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	X	FirstClassOrCharterTravel
Housing Allowance Or Residence	X	HousingAllowanceOrResidence
Written Policy Re T And E Expenses	1	WrittenPolicyReTAndEExpenses
Substantiation Required	1	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	0	SeverancePayment
Supplemental Nonqual Retire Plan	1	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 (10 entries)

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
Kristine M Bartanen
198151	0	0	0	1887	0	25826	0	12742	0	238606	0
David R Beers
215483	0	0	0	1500	0	40944	0	47871	0	305798	0
George H Mills Jr
172640	0	0	0	1500	0	20717	0	5932	0	200789	0
Sherry B Mondou
225908	0	0	0	1914	0	41783	0	16162	0	285767	0
J Michael Segawa
133487	0	0	0	1500	0	16031	0	5951	0	156969	0
Ronald R Thomas
397911	0	0	0	1500	0	153081	0	24605	0	577097	0
John M Hickey
144447	0	0	0	1296	0	17334	0	2176	0	165253	0
Kathleen Hummel-Berry
51740	0	0	0	223518	0	6239	0	3096	0	284593	0
William E Morse Jr
124495	0	5000	0	1488	0	14951	0	5375	0	151309	0
John P Woodward
124069	0	0	0	600	0	16224	0	43887	0	184780	0

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SchJ_P01_S00_L01a	Schedule J, Part I, Line 1a	First-class or charter travel:The president is the only position reported in Form 990, Part VII for which the university paid or reimbursed business- or first-class travel. The university did not utilize chartered flights for air travel. Extensive travel is required of the position of president and s/he is encouraged by the Board of Trustees to travel business or first class on flights of two hours or more. This provision is made for several reasons: (1) business or first-class travel allows for the most flexibility to accommodate a travel schedule that must frequently be altered, often at the last minute to accommodate donors' schedules, add critical meetings, or to take advantage of other strategic opportunities for the university; (2) circumstances sometimes call for the president to return to campus without notice, or to remain on campus when a trip was planned, and first or business-class travel best accommodates these changing conditions; and (3) the Board of Trustees wishes the president to be at his or her best performance representing and seeking funding for the university during often grueling travel itineraries for meetings frequently critical to the institution's well-being.
SchJ_P01_S00_L04	Schedule J, Part I, Line 4	Line 4b: Persons who participated in a supplemental nonqualified retirement plan, including a reasonable estimate of their potential share of the increase in actuarial value of the faculty early retirement and career change plan and the postretirement medical plan: Ronald R Thomas ($123,371), Sherry B Mondou ($13,463), David R Beers ($14,414), Kristine M Bartanen ($1,240), and John P Woodward ($1,280). Persons who received payment from a supplemental nonqualified retirement plan: Kathleen Hummel-Berry ($196,520), and David A Droge ($118,485).

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)

Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
Washington Higher Education Facilities Authority (WHEFA)
911306482	939781WU0	2006-06-30	30000000	Finance the construction and renovation of campus facilities	0	0	0
Washington Higher Education Facilities Authority (WHEFA)
911306482	939781WT3	2006-06-30	22360966	To advance refund outstanding WHEFA revenue bonds	0	0	0

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Amount RetiredAmountRetired	Amount Bond DefeasedAmountBondDefeased	Total ProceedsTotalProceeds	Amount In Reserve FundAmountInReserveFund	Capitalized InterestCapitalizedInterest	Refunding EscrowRefundingEscrow	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Credit EnhancementCreditEnhancement	Working Capital ExpendituresWorkingCapitalExpenditures	Capital ExpendituresCapitalExpenditures	Other Spent ProceedsOtherSpentProceeds	Amount UnspentAmountUnspent	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
0	0	0	0	0	0	0	0	0	0	0	0	2008	0	0	1	1
0	0	0	0	0	0	0	0	0	0	0	0	2001	0	1	1	1

Form990 Schedule K Part III Form990ScheduleKPartIII

Field	Value	IRS element (for citing)
Owning Bond Financed Property	0	OwningBondFinancedProperty
Any Lease Arrangements	0	AnyLeaseArrangements
Mngment Cntrct Bond Financd Prprty	0	MngmentCntrctBondFinancdPrprty
Any Research Agreements	1	AnyResearchAgreements
Bond Counsel Routinely Engaged	1	BondCounselRoutinelyEngaged
Prcntge Prvt Business Use By Others	0	PrcntgePrvtBusinessUseByOthers
Percentage Of Prvt Business Re UBI	0	PercentageOfPrvtBusinessReUBI
Total Private Business Use	0	TotalPrivateBusinessUse
Post Issuance Compliance Procdrs	1	PostIssuanceComplianceProcdrs

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Form8038 T FiledForm8038TFiled	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Term Of HedgeTermOfHedge	Superintegrated HedgeSuperintegratedHedge	Hedge TerminatedHedgeTerminated	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Business Name Line1NameOfGICProvider/BusinessNameLine1	Term Of GICTermOfGIC	Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied	Gross Proceeds InvestedGrossProceedsInvested	Exception To RebateExceptionToRebate
Bank of NY Mellon
0	1	1	30.3	0	0	1	Trinity Plus Funding Co LLC	2.1	1	0	1
The Bank of NY Mellon
0	1	1	22.5	0	0	0				0	0

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
Nancy Beers
Family member of nontrustee officer employed by university as Programs and Records Specialist	35904	Compensation	0
Mary Thomas
Family member of officer employed by the university as Special Associate to the Chair of the Board	25104	Compensation	0
Columbia Hospitality Inc
An entity more than 35% directly owned by spouse of a current trustee	427341	Contract for oversight of dining and conference services operations	0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	4	NumberOfContributions
Noncash Contribs Rptd F990	4850	NoncashContribsRptdF990
Method Of Determining Revenues	Estimated FMV	MethodOfDeterminingRevenues

Clothing And Household Goods ClothingAndHouseholdGoods

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Noncash Contribs Rptd F990	982	NoncashContribsRptdF990
Method Of Determining Revenues	Estimated FMV	MethodOfDeterminingRevenues

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	66	NumberOfContributions
Noncash Contribs Rptd F990	1345004	NoncashContribsRptdF990
Method Of Determining Revenues	Market value	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	Equip & supplies	23	45923	Estimated FMV
X	Gift Certificates	77	14305	Value of Certificates
X	Event Tickets	21	1937	Value of tickets
X	Broadcast airtime	1	20000	Value of airtime

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

Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SchM_P01_S00_L00	Schedule M, Part I	Column B: The number of contributions represents a combination of the number of items received and the number of contributions received. For publicly traded securities, the number represents each gift of stock and not the number of shares received.
SchM_P01_S00_L32b	Schedule M, Part I, Line 32b	The university utilizes thrid parties such as borkers, auctioneers, and dealers to assist in cost-effective liquidation of gifts of securities and real and tangible property, as appropriate, and to maximize the net gift received. The university has no related organizations that perform this function.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
F990_P06_S0A_L02	Form 990, Part VI, Section A, Line 2	1. Michael J Corliss, Board member, and Carl G Behnke, Board Member, business relationships 2. Michael J Corliss, Board member, and George E Matelich, Board Member, business relationships 3. Michael J Corliss, Board member, and Matthew M Kelleher, Board Member, business relationships 4. Carl G Behnke, Board member, and George E Matelich, Board Member, business relationships
F990_P06_S0B_L11b	Form 990, Part VI, Section B, Line 11b	The preparation and review process for The University of Puget Sound's Form 990 and required schedules is designed to produce a complete and accurate return filed on time with the IRS. The Form 990 and required schedules are prepared by qualified staff from audited financial statement data or from data provided by university personnel responsible for preparing or maintaining such information. The form and required schedules are subjected to three levels of review before they are filed with the IRS. Two non-trustee financial officers (the controller, who is a CPA and the chief financial officer) review the form and required schedules against supporting source documentation. The Form 990 and required schedules, along with interpretive commentary are provided to each voting member of the Board of Trustees (university's governing body). Any changes identified during review are made and confirmed by a non-trustee financial officer before the Form 990 and required schedules are filed with the IRS. The filed Form 990 and required schedules are reviewed annually by the Audit Committee of the Board of Trustees. Additionally, the Compensation Committee of the Board of Trustees conducts an annual review of compensation-related disclosures in the Form 990 and required schedules.
F990_P06_S0B_L12c	Form 990, Part VI, Section B, Line 12c	Annually, non-trustee officers and the Board of Trustees meet compliance requirements with a Conflict of Interest questionnaire and the office of the Secretary of the Board of Trustees monitors and manages responses.
F990_P06_S0B_L15	Form 990, Part VI, Section B, Line 15	The university follows the rebuttable presumption of reasonableness procedures identified in Treasury Regulation section 53.4958-6, which require the following three conditions to be met: 1. All elements of compensation (compensation arrangements) are approved in advance by an authorized body which is the governing body, a committee of the governing body or other parties authorized by the governing body of the organization who do not have a conflict of interest with respect to the compensation arrangements. 2. Prior to making the determination, the authorized body obtains and relies upon appropriate data as to comparability. 3. The authorized body adequately documents the basis for its determination regarding compensation arrangements concurrently with making the decision. The procedures were used in determining the fiscal year 2010-2011 compensation of the president (CEO), other officers or key employees. This process is regularly undertaken for each such person anytime his/her compensation changes.
F990_P06_S0C_L19	Form 990, Part VI, Section C, Line 19	The governing documents and conflict of interest policy will be available upon request, subject to approval by the Chair of the Board of Trustees. The financial statements of the university are available on the website and a paper format is available upon request.
F990_P07_S0A_L01a	Form 990, Part VII, Section A, Line 1a	Column (B) Average hours per week: 40 hours reflect a full-time position; typically actual hours signficantly exceed 40. Column (D) Reportable compensation from the organization: Compensation reported for Kathleen Hummel-Berry includes early retirement benefits and other retirement payments. Compensation reported for David A Droge includes his teaching contract and early retirement benefits. Column (F) Estimated amount of other compensation from the organization: Benefits reported for David R Beers include dependent tuition benefits. Benefits reported for John P Woodward include dependent tuition benefits.
F990_P11_S00_L05	Form 990, Part XI, Line 5	Unrealized gains $31,365,856, actuarial adjustment $3,403,052, and rounding ($1).

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	Rainier Heights Holdings LLC	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	600 University Street	AddressLine1
Address Line2	Suite 600	AddressLine2
City	Seattle	City
State	WA	State
ZIP Code	98101	ZIPCode

Field	Value	IRS element (for citing)
Primary Activities	Accept, manage and liquidate real estate	PrimaryActivities
Legal Domicile State	WA	LegalDomicileState
Total Income	0	TotalIncome
EOY Assets	380452	EOYAssets
Direct Controlling Entity NA	N/A	DirectControllingEntityNA

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	Northwest Academic Computing Consortium Inc	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	3203 SE Woodstock Blvd STE 326	AddressLine1
City	Portland	City
State	OR	State
ZIP Code	972028199	ZIPCode

Field	Value	IRS element (for citing)
EIN	841172799	EIN
Primary Activities	Develop and use advanced technology	PrimaryActivities
Legal Domicile State	OR	LegalDomicileState
Exempt Code Section	501(c)(3)	ExemptCodeSection
Public Charity Status	11e Type 1	PublicCharityStatus
Direct Controlling Entity NA	N/A	DirectControllingEntityNA
Controlled Org	0	ControlledOrg

Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)

Address Line1AddressForeign/AddressLine1	Address Line2AddressForeign/AddressLine2	CityAddressForeign/City	CountryAddressForeign/Country	Postal CodeAddressForeign/PostalCode	Primary ActivityPrimaryActivity	Legal Domicile Foreign CountryLegalDomicileForeignCountry	Direct Controlling Entity NADirectControllingEntityNA	Type Of EntityTypeOfEntity	Share Of Total IncomeShareOfTotalIncome	Share Of EOY AssetsShareOfEOYAssets	Percentage OwnershipPercentageOwnership	Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	Legal Domicile StateLegalDomicileState
CVI GVF Holdings 13 Ltd
PO Box 309GT Ugland House	S Church St	Georgetown	CJ	KY1-1104	Hold endowment investments	CJ	N/A	C	1482102	9160977	1
Charitable Remainder Trusts (19)
					Beneficial Interest		N/A	T				1500 N Warner St CMB 1075	Tacoma	WA	98416	WA
Charitable Lead Annuity Trusts (3)
					Beneficial Interest		N/A	T				1500 N Warner St CMB 1075	Tacoma	WA	98416	WA

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	0	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	1	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	0	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	0	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	0	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	0	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	0	ExchangeOfAssets
Rental Of Facilities To Other Orgs	0	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	0	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	0	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	0	PerformOfServicesByOtherOrgs
Sharing Of Facilities	0	SharingOfFacilities
Sharing Of Paid Employees	0	SharingOfPaidEmployees
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	0	OtherTransferToOtherOrg
Other Transfer From Other Org	1	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved	Method Of Amt DeterminationMethodOfAmtDetermination
CVI GVF Holdings 13 Ltd
b	8500	Capital contribution
CVI GVF Holdings 13 Ltd
r	571509	Dividend
Charitable Lead Annuity Trusts (3)
r	52500	Charitable lead trust distribution