UNIVERSITY OF THE SOUTH: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: UNIVERSITY OF THE SOUTH (EIN 62-0475697)
Tax period: 2010-07-01 to 2011-06-30
Filed: 2012-05-08
IRS object ID: 201221299349301497
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 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	2012-05-08T13:46:58-05:00	Timestamp
Tax Period End Date	2011-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CROSSLIN & ASSOCIATES PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	2525 WEST END AVE SUITE 1100	AddressLine1
City	NASHVILLE	City
State	TN	State
ZIP Code	37203	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2010-07-01	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	9315981349	Phone

US Address USAddress

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

Officer Officer

Field	Value	IRS element (for citing)
Name	SARAH SUTHERLAND	Name
Title	ASSISTANT TREASURER	Title
Phone	9315981349	Phone
Date Signed	2012-05-08	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Phone	6153205500	Phone

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	JOHN M MCCARDELL JR	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

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

Field	Value	IRS element (for citing)
Gross Receipts	122282951	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	1857	YearFormation
State Legal Domicile	TN	StateLegalDomicile
Activity Or Mission Description	SEE SCHEDULE O.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	137	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	134	NbrIndependentVotingMembers
Total Nbr Employees	1707	TotalNbrEmployees
Total Nbr Volunteers	1019	TotalNbrVolunteers
Total Gross UBI	-244140	TotalGrossUBI
Net Unrelated Business Txbl Income	-244140	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	16545255	ContributionsGrantsPriorYear
Contributions Grants Current Year	13072308	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	76227285	ProgramServiceRevenuePriorYear
Program Service Revenue CY	78908905	ProgramServiceRevenueCY
Investment Income Prior Year	6996402	InvestmentIncomePriorYear
Investment Income Current Year	28645906	InvestmentIncomeCurrentYear
Other Revenue Prior Year	1553230	OtherRevenuePriorYear
Other Revenue Current Year	1655832	OtherRevenueCurrentYear
Total Revenue Prior Year	101322172	TotalRevenuePriorYear
Total Revenue Current Year	122282951	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	19779479	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	22415391	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	43976881	SalariesEtcPriorYear
Salaries Etc Current Year	44948670	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	2032424	TotalFundrsngExpCurrentYear
Other Expense Prior Year	33359382	OtherExpensePriorYear
Other Expenses Current Year	35818591	OtherExpensesCurrentYear
Total Expenses Prior Year	97115742	TotalExpensesPriorYear
Total Expenses Current Year	103182652	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	4206430	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	19100299	RevenuesLessExpensesCY
Total Assets BOY	493949523	TotalAssetsBOY
Total Assets EOY	542232657	TotalAssetsEOY
Total Liabilities BOY	60785513	TotalLiabilitiesBOY
Total Liabilities EOY	56439847	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	433164010	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	485792810	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	SEE SCHEDULE O.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	56322234	Expense
Grants	22408588	Grants
Revenue	57629334	Revenue
Description	SEE SCHEDULE O.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	11207473	Expense
Grants	6803	Grants
Revenue	1974629	Revenue
Description	SEE SCHEDULE O.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	12970626	Expense
Grants	0	Grants
Revenue	18683063	Revenue
Description	SEE SCHEDULE O.	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Expense	4648036	Expense
Grants	0	Grants
Revenue	621879	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 KNOWLEDGE IS INTEGRAL TO THE FACULTY'S SCHOLARLY LIFE AT THE UNIVERSITY. THE PUBLICATION OF BOOKS AND OF ARTICLES IN REFEREED JOURNALS, ALONG WITH PRESENTATIONS TO PROFESSIONAL CONFERENCES IN THE ACADEMIC DISCIPLINES, ARE A SIGNIFICANT PART OF TENURE AND PROMOTION CONSIDERATIONS, AND 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 2010-11, MEMBERS OF THE FACULTY WERE AWARDED NEARLY $780,836 IN NATIONAL AND INTERNATIONAL GRANTS SUPPORTING RESEARCH IN THE VISUAL ARTS, HISTORY, AND CHEMISTRY. PERHAPS 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 ALMOST 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, WHERE STUDENTS LIVE IN AN INTENTIONAL COMMUNITY FOCUSED ON SUSTAINABLE LIVING. 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 2011. APPROXIMATELY 80 PERCENT OF CAMPUS BUILDINGS (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 PAST DECADE, 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, RESEARCH SPACE, AND FACULTY OFFICES FOR THE STUDY OF FORESTRY, GEOLOGY, AND ENVIRONMENTAL SCIENCES. EXPECTED TO BE THE UNIVERSITY'S FIRST LEED GOLD BUILDING, SNOWDEN'S GREEN FEATURES INCLUDE SOLAR PANELS (THE FIRST LARGE-SCALE INSTALLATION ON CAMPUS), RE-USE OF THE BUILDING'S EXISTING WOOD PANELING, 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.	Description

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	4648036	TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev	621879	TotalOfOtherProgramServiceRev
Total Program Service Expense	85148369	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	0	LobbyingActivities
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
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	3352	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	1707	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	0	UnrelatedBusinessIncome
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	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
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	9315981349	TelephoneNumber

Address US AddressUS

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

Form990 Part VII Section A Form990PartVIISectionA (152 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
THE RT REV HENRY N PARSLEY JR
BOARD MEMBER	2.00	X	0	0	0
THE RT REV JOHN MCKEE SLOAN
BOARD MEMBER	2.00	X	0	0	0
THE REV SUSAN SLOAN
BOARD MEMBER	2.00	X	0	0	0
W CHARLES MAYER III
BOARD MEMBER	2.00	X	0	0	0
CORNELIA HEFLIN
BOARD MEMBER	2.00	X	0	0	0
THE RT REV LARRY R BENFIELD
BOARD MEMBER	2.00	X	0	0	0
THE REV MARY CRAIG CARUTHERS
BOARD MEMBER	2.00	X	0	0	0
LINDA WALKER
BOARD MEMBER	2.00	X	0	0	0
PAN ADAMS-MCCASLIN
BOARD MEMBER	2.00	X	0	0	0
THE RT REV J NEIL ALEXANDER
CHANCELLOR	2.00	X	0	0	0
THE REV SHARON L HIERS
BOARD MEMBER	2.00	X	0	0	0
STEVE BURNETT
BOARD MEMBER	2.00	X	0	0	0
JOHN FORD
BOARD MEMBER	2.00	X	0	0	0
THE RT REV JOHN W HOWE DD
BOARD MEMBER	2.00	X	0	0	0
THE REV 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
THE RT REV PHILIP M DUNCAN II
BOARD MEMBER	2.00	X	0	0	0
THE REV JOHN H RIGGIN
BOARD MEMBER	2.00	X	0	0	0
ERIC STEVENSON
BOARD MEMBER	2.00	X	0	0	0
AMY HAMILTON
BOARD MEMBER	2.00	X	0	0	0
THE RT REV JAMES M STANTON
BOARD MEMBER	2.00	X	0	0	0
THE RT REV PAUL E LAMBERT
BOARD MEMBER	2.00	X	0	0	0
THE REV ROBERT M CORLEY
BOARD MEMBER	2.00	X	0	0	0
DAN WILSON
BOARD MEMBER	2.00	X	0	0	0
ORRIN HARRISON III
BOARD MEMBER	2.00	X	0	0	0
THE RT REV CLIFTON DANIEL III
BOARD MEMBER	2.00	X	0	0	0
THE REV ROBERT ALVES
BOARD MEMBER	2.00	X	0	0	0
ROBERT OVERMAN
BOARD MEMBER	2.00	X	0	0	0
DANIEL STROUD
BOARD MEMBER	2.00	X	0	0	0
THE RT REV GEORGE DIBRELL YOUNG III
BOARD MEMBER	2.00	X	0	0	0
THE REV TAYLOR DINSMORE
BOARD MEMBER	2.00	X	0	0	0
ROBERT G NORRED JR
BOARD MEMBER	2.00	X	0	0	0
LEE PHILLIPS
BOARD MEMBER	2.00	X	0	0	0
THE RT REV SAMUEL JOHNSON HOWARD
BOARD MEMBER	2.00	X	0	0	0
THE REV DR NANCEE MARTIN-COFFEY
BOARD MEMBER	2.00	X	0	0	0
BLUCHER B LINES
BOARD MEMBER	2.00	X	0	0	0
PAMELA JORDAN ANDERSON
BOARD MEMBER	2.00	X	0	0	0
THE RT REV C WALLIS OHL
BOARD MEMBER	2.00	X	0	0	0
THE REV MICHAEL CALDWELL
BOARD MEMBER	2.00	X	0	0	0
CATHERINE WEHLBURG
BOARD MEMBER	2.00	X	0	0	0
SHERRI GLASER
BOARD MEMBER	2.00	X	0	0	0
THE RT REV SCOTT A BENHASE
BOARD MEMBER	2.00	X	0	0	0
THE VERY REV 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
THE RT REV TERRY ALLEN WHITE
BOARD MEMBER	2.00	X	0	0	0
THE VERY REV MARK BOURLAKAS
BOARD MEMBER	2.00	X	0	0	0
JAMES MCGINLEY MAC JEFFERSON
BOARD MEMBER	2.00	X	0	0	0
LESLIE NEWMAN
BOARD MEMBER	2.00	X	0	0	0
THE RT REV STACY SAULS
BOARD MEMBER	2.00	X	0	0	0
THE REV MICHAEL CORKY CARLISLE
BOARD MEMBER	2.00	X	0	0	0
ADDISON HOSEA
BOARD MEMBER	2.00	X	0	0	0
ROBERT ROSS
BOARD MEMBER	2.00	X	0	0	0
THE RT REV MORRIS K THOMPSON JR
BOARD MEMBER	2.00	X	0	0	0
THE REV RALPH HOWE JR
BOARD MEMBER	2.00	X	0	0	0
EDWARD F HAROLD
BOARD MEMBER	2.00	X	0	0	0
DREW BROACH
BOARD MEMBER	2.00	X	0	0	0
THE RT REV DUNCAN M GRAY III
BOARD MEMBER	2.00	X	0	0	0
THE REV DAVID ELLIOTT
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
THE RT REV GEORGE WAYNE SMITH
BOARD MEMBER	2.00	X	0	0	0
THE REV LLEWELLYN M HEIGHAM JR
BOARD MEMBER	2.00	X	0	0	0
JUDITH LYNN BANDY STUPP
BOARD MEMBER	2.00	X	0	0	0
JACK LAULESS
BOARD MEMBER	2.00	X	0	0	0
THE RT REV MICHAEL BRUCE CURRY
BOARD MEMBER	2.00	X	0	0	0
THE REV BRAD SMITH
BOARD MEMBER	2.00	X	0	0	0
ANN WINDON CRAVER
BOARD MEMBER	2.00	X	0	0	0
JONATHAN ENGRAM
BOARD MEMBER	2.00	X	0	0	0
THE RT REV J SCOTT MAYER
BOARD MEMBER	2.00	X	0	0	0
THE REV PATRICIA G RUSSELL
BOARD MEMBER	2.00	X	0	0	0
DON GRIFFIS
BOARD MEMBER	2.00	X	0	0	0
SALLY MANNING
BOARD MEMBER	2.00	X	0	0	0
THE RT REV MARK J LAWRENCE
BOARD MEMBER	2.00	X	0	0	0
THE REV DR JOHN MACREADIE BARR III
BOARD MEMBER	2.00	X	0	0	0
WILLIAM CLARKSON
BOARD MEMBER	2.00	X	0	0	0
ELIZABETH LEWIS
BOARD MEMBER	2.00	X	0	0	0
THE RT REV LEOPOLD FRADE
BOARD MEMBER	2.00	X	0	0	0
THE REV RICHARD J AGUILAR
BOARD MEMBER	2.00	X	0	0	0
EDMUND T HENRY III
BOARD MEMBER	2.00	X	0	0	0
ALYSON CROUCH HARDIN
BOARD MEMBER	2.00	X	0	0	0
THE RT REV DR DABNEY T SMITH
BOARD MEMBER	2.00	X	0	0	0
THE REV KYLE BENNETT
BOARD MEMBER	2.00	X	0	0	0
HEATHER M WHELAN
BOARD MEMBER	2.00	X	0	0	0
DAVID DUNN-RANKIN
BOARD MEMBER	2.00	X	0	0	0
THE RT REV JOHN BAUERSCHMIDT
BOARD MEMBER	2.00	X	0	0	0
THE REV LEIGH SPRUILL
BOARD MEMBER	2.00	X	0	0	0
H E ED MILLER JR
BOARD MEMBER	2.00	X	0	0	0
W A PETE STRINGER
BOARD MEMBER	2.00	X	0	0	0
THE RT REV C ANDREW DOYLE
BOARD MEMBER	2.00	X	0	0	0
THE RT REV DENA A HARRISON
BOARD MEMBER	2.00	X	0	0	0
THE REV WILLIAM C TREADWELL
BOARD MEMBER	2.00	X	0	0	0
WILLIAM A GAGE JR
BOARD MEMBER	2.00	X	0	0	0
SANDRA PRATT WILKENS
BOARD MEMBER	2.00	X	0	0	0
THE RT REV ANDREW WALDO
BOARD MEMBER	2.00	X	0	0	0
THE REV NICHOLAS M BEASLEY
BOARD MEMBER	2.00	X	0	0	0
MILDRED LEE TANNER
BOARD MEMBER	2.00	X	0	0	0
BETSY SNOWDEN JOHNSON
BOARD MEMBER	2.00	X	0	0	0
THE RT REV DR DON E JOHNSON
BOARD MEMBER	2.00	X	0	0	0
THE REV SENTER CROOK
BOARD MEMBER	2.00	X	0	0	0
BRUCE STEINHAUER
BOARD MEMBER	2.00	X	0	0	0
ROBERT D GOOCH JR
BOARD MEMBER	2.00	X	0	0	0
THE RT REV GARY R LILLIBRIDGE
BOARD MEMBER	2.00	X	0	0	0
THE RT REV DAVID MITCHELL REED
BOARD MEMBER	2.00	X	0	0	0
THE REV SEAN MALONEY
BOARD MEMBER	2.00	X	0	0	0
JULIE CARSON
BOARD MEMBER	2.00	X	0	0	0
PAGE WILSON
BOARD MEMBER	2.00	X	0	0	0
THE RT REV D BRUCE MACPHERSON
BOARD MEMBER	2.00	X	0	0	0
THE REV PAUL MARTIN
BOARD MEMBER	2.00	X	0	0	0
ANDREA MARIE PETROSH
BOARD MEMBER	2.00	X	0	0	0
FRANCIS FOOTE MANNING
BOARD MEMBER	2.00	X	0	0	0
THE RT REV G PORTER TAYLOR
BOARD MEMBER	2.00	X	0	0	0
THE REV LAWRENCE BRITT
BOARD MEMBER	2.00	X	0	0	0
BILL STIEFEL JR
BOARD MEMBER	2.00	X	0	0	0
KEMPER WILLIAMS BROWN
BOARD MEMBER	2.00	X	0	0	0
MARGARET MANKIN BARTON
BOARD MEMBER	2.00	X	0	0	0
JULIAN BIBB
BOARD MEMBER	2.00	X	0	0	0
JAY FAIRES
BOARD MEMBER	2.00	X	0	0	0
THE REV EMILY BARR RICHARDS
BOARD MEMBER	2.00	X	0	0	0
SCOTT THOMPSON
BOARD MEMBER	2.00	X	0	0	0
ELIZABETH FINCH
BOARD MEMBER	2.00	X	0	0	0
HAROLD RAHN
BOARD MEMBER	2.00	X	0	0	0
GREGG ROBERTSON
BOARD MEMBER	2.00	X	0	0	0
DAVID SHIPPS
BOARD MEMBER	2.00	X	0	0	0
THE REV DORIS WESTFALL
BOARD MEMBER	2.00	X	0	0	0
ELLIOTT HARRIGAN
BOARD MEMBER	2.00	X	0	0	0
JACK B HOBSON JR
BOARD MEMBER	2.00	X	0	0	0
CRAIG LAINE
BOARD MEMBER	2.00	X	0	0	0
THE REV 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
CYNTHIA S CRYSDALE
BOARD MEMBER	2.00	X	0	0	0
NANCY BERNER
BOARD MEMBER	2.00	X	0	0	0
SCOTT H WILSON
BOARD MEMBER	2.00	X	0	0	0
CARRIE HARPER RYAN
BOARD MEMBER	2.00	X	0	0	0
PETER WONG
BOARD MEMBER	2.00	X	0	0	0
JOHN MCCARDELL
VICE CHANCELLOR & PRESIDENT	40.00		235081	0	69481	X
JOHN GATTA
DEAN OF THE COLLEGE	40.00		175056	0	18011	X
LINDA LANKEWICZ
PROVOST	40.00		170959	0	24429	X
JERRY FORSTER
VP FOR FINANCE & ADMINISTRATION	40.00		158924	0	49546	X
DONNA PIERCE
LEGAL COUNSEL	40.00		147165	0	47696	X
JETT FISHER
VP-UNIVERSITY RELATIONS	40.00		141227	0	108333	X
WILLIAM STAFFORD
DEAN OF SCHOOL OF THEOLOGY	40.00		119195	0	40707	X
ERIC HARTMAN
DEAN OF STUDENTS	40.00		113439	0	22560	X
PAUL WILEY
SECRETARY	40.00		96647	0	21054	X
LEE ANN AFTON
DEAN OF ADMISSION	40.00		86144	0	9991	X
JOEL CUNNINGHAM
PROFESSOR	40.00		313206	0	43968		X
EUGENE PRUNTY
PROFESSOR & CONF. DIRECTOR	40.00		172729	0	33536		X
FREDERICK CROOM
PROFESSOR	40.00		160147	0	34965		X
YASMEEN MOHIUDDIN
PROFESSOR	40.00		150616	0	20554		X
JOHN REISHMAN
PROFESSOR	40.00		142841	0	28545		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	2383376	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	573376	TotalOtherCompensation
Number Individuals GT100 K	34	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
CHAMBLISS BAHNER & STOPHEL
2 UNION SQ	CHATTANOOGA	TN	37402	LEGAL	602393
CAPLEY & HOUSTON
131 BRANDI WAY	WINCHESTER	TN	37398	CONSTRUCTION	346032
CAMBRIDGE ASSOC
POB 10317	UNIONDALE	NY	11556	INVESTMENT ADVISOR	323949
STORBECKPIMENTEL
1400 PROVIDENCE RD	MEDIA	PA	19063	EXECUTIVE SEARCH FIRM	267507
SANITATION DEPT
POB 22	MONTEAGLE	TN	37356	TRASH REMOVAL	241121

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	8	NumberOfContractorsGT100K
Government Grants	521541	GovernmentGrants
All Other Contributions	12550767	AllOtherContributions
Noncash Contributions	1817311	NoncashContributions
Total Contributions	13072308	TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
TUITION & FEES	611310	57629334	57629334
AUX. SALES & SERVC	611310	18683063	18683063
EDUC. SALES & SERV	611310	2596508	2596508

Field	Value	IRS element (for citing)
Total Program Service Revenue	78908905	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	8212566	TotalRevenueColumn
Unrelated Business Revenue	-244140	UnrelatedBusinessRevenue
Exclusion	$8,456,706	ExclusionAmount

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1655832	TotalRevenueColumn
Exclusion	$1,655,832	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	20433340	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	20433340	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	20433340	TotalRevenueColumn
Exclusion	$20,433,340	ExclusionAmount

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	122282951	TotalRevenueColumn
Related Or Exempt Function Income	78908905	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	-244140	UnrelatedBusinessRevenue
Exclusion	$30,545,878	ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	22415391	Total
Program Services	22415391	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	2299364	Total
Program Services	926862	ProgramServices
Management And General	1282204	ManagementAndGeneral
Fundraising	90298	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	32140638	Total
Program Services	25721133	ProgramServices
Management And General	5312577	ManagementAndGeneral
Fundraising	1106928	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	3032127	Total
Program Services	2412690	ProgramServices
Management And General	619437	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	5401735	Total
Program Services	4188572	ProgramServices
Management And General	810758	ManagementAndGeneral
Fundraising	402405	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	2074806	Total
Program Services	1623403	ProgramServices
Management And General	451403	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	539917	Total
Program Services	26088	ProgramServices
Management And General	513829	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	42250	Total
Program Services	5150	ProgramServices
Management And General	37100	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	1872657	Total
Management And General	1872657	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	9615035	Total
Program Services	8551584	ProgramServices
Management And General	972672	ManagementAndGeneral
Fundraising	90779	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	484685	Total
Program Services	316283	ProgramServices
Management And General	166325	ManagementAndGeneral
Fundraising	2077	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	1563641	Total
Program Services	1138140	ProgramServices
Management And General	263685	ManagementAndGeneral
Fundraising	161816	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	1108361	Total
Program Services	648446	ProgramServices
Management And General	452314	ManagementAndGeneral
Fundraising	7601	Fundraising

Royalties Royalties

Field	Value	IRS element (for citing)
Total	23939	Total
Management And General	23939	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	970997	Total
Program Services	859067	ProgramServices
Management And General	83133	ManagementAndGeneral
Fundraising	28797	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	2401164	Total
Program Services	1822924	ProgramServices
Management And General	520703	ManagementAndGeneral
Fundraising	57537	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	261880	Total
Program Services	222659	ProgramServices
Management And General	38051	ManagementAndGeneral
Fundraising	1170	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	1139845	Total
Program Services	1139845	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	4123686	Total
Program Services	3649091	ProgramServices
Management And General	474595	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	658525	Total
Program Services	401196	ProgramServices
Management And General	251633	ManagementAndGeneral
Fundraising	5696	Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
RENEWALS & REPLACEMENTS	4405747	3222773	1164406	18568
UTILITIES	2999484	2939521	59963
FOOD	1746751	1285820	419135	41796
MISC	1394587	1271718	122869
EQUIP RENTAL, MAINT	465440	360013	88471	16956

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	103182652	Total
Program Services	85148369	ProgramServices
Management And General	16001859	ManagementAndGeneral
Fundraising	2032424	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	2314724	BOY
EOY	5103295	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	48220262	BOY
EOY	58598737	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	35334690	BOY
EOY	40575793	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	871851	BOY
EOY	791546	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
BOY	97933	BOY
EOY	43978	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	3051209	BOY
EOY	2860977	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	476827	BOY
EOY	412482	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	454473	BOY
EOY	422698	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	207473747	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	71889326	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	133732478	BOY
EOY	135584421	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	263209989	BOY
EOY	291881212	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	6185087	BOY
EOY	5957518	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	493949523	BOY
EOY	542232657	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	9168000	BOY
EOY	7351604	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	1684940	BOY
EOY	1657987	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	42242937	BOY
EOY	40270012	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	7689636	BOY
EOY	7160244	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	60785513	BOY
EOY	56439847	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	160588550	BOY
EOY	173198768	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	140091057	BOY
EOY	174618544	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	132484403	BOY
EOY	137975498	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	433164010	BOY
EOY	485792810	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	493949523	BOY
EOY	542232657	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	19100299	ReconcilationRevenueExpenses
Reconcilation Other Changes	33528501	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited
Audit Committee	1	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
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	576.00	StaffHoursSpentOnEnforcement
Expenses Incurred For Enforcement	16673	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

Current Year CurrentYear

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 Minus1 Year CurrentYearMinus1Year

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 Minus2 Years CurrentYearMinus2Years

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	0.20000	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.80000	PermanentEndowmentEOYBalance
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	10928247	OtherCostOrOtherBasis
Book Value	12563672	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	196779	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	151618134	OtherCostOrOtherBasis
Depreciation	41340378	Depreciation
Book Value	110474535	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	41677566	OtherCostOrOtherBasis
Depreciation	30548948	Depreciation
Book Value	11128618	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1417596	OtherCostOrOtherBasis
Book Value	1417596	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	135584421	TotalOfBookValueLandBuildings

Other Securities OtherSecurities (4 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
EQUITIES	190668560	F
BONDS	77514404	F
CASH VALUE OF LIFE INSURANCE	1150795	F
ASSETS HELD IN OUTSIDE TRUSTS	22547453	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	291881212	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
REFUNDABLE ADVANCES	$2,740,983
POSTRETIREMENT BENEFIT OBLIGATIONS	$4,419,261

Field	Value	IRS element (for citing)
Total Of Amounts	7160244	TotalOfAmounts
Total Revenue	122282951	TotalRevenue
Total Expenses	103182652	TotalExpenses
Excess Or Deficit For Year	19100299	ExcessOrDeficitForYear
Net Unrealized GL On Investments	33528501	NetUnrealizedGLOnInvestments
Total Adjustments	33528501	TotalAdjustments
Excess Or Deficit Per FS	52628800	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	133396625	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	33528501	NetUnrealizedGainsInvestments
Other Revenues	-20542170	OtherRevenues
Revenue Not Rptd F990	12986331	RevenueNotRptdF990
Revenue Subtotal	120410294	RevenueSubtotal
Investment Expenses Not Included	1872657	InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt	1872657	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	122282951	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	80767825	TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F990	0	ExpensesNotRptdF990
Expenses Subtotal	80767825	ExpensesSubtotal
Investment Expenses Not Included2	1872657	InvestmentExpensesNotIncluded2
Other Expenses Not Included	20542170	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	22414827	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	103182652	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (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.
	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.
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:	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.
PART XII, LINE 2D - OTHER ADJUSTMENTS:		SCHOLARSHIP EXPENSE NETTED AGAINST TUITION REVENUE ON FINANCIAL STATEMENTS -20,542,170.
PART XIII, LINE 4B - OTHER ADJUSTMENTS:		SCHOLARSHIP EXPENSE NETTED AGAINST TUITION REVENUE ON FINANCIAL STATEMENTS 20,542,170.
		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.

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; PELL, ACG, AND SMART GRANTS. PERKINS LOANS CONTINUE TO BE DISBURSED FROM THE REVOLVING LOAN FUND.

Schedule F IRS990ScheduleF

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

Accts Actvs Out US Table AcctsActvsOutUSTable (6 entries)

RegionRegion	Number Of OfficesNumberOfOffices	Number Of EmployeesNumberOfEmployees	Type Of Activities ConductedTypeOfActivitiesConducted	Specific Services ProvidedSpecificServicesProvided	Total ExpendituresTotalExpenditures
SOUTH ASIA	0	5	PROGRAM SERVICE	INSTRUCTION	112319
EAST ASIA & THE PACIFIC	0	5	PROGRAM SERVICE	INSTRUCTION	99765
EUROPE	1	10	PROGRAM SERVICE	INSTRUCTION	521686
RUSSIA	0	2	PROGRAM SERVICE	INSTRUCTION	52102
CENTRAL AMERICA & THE CARIBBEAN	0	3	PROGRAM SERVICE	INSTRUCTION	39041
CENTRAL AMERICA & THE CARIBBEAN			INVESTMENTS		32030000

Field	Value	IRS element (for citing)
Subtotal Number Of Offices	1	SubtotalNumberOfOffices
Subtotal Number Of Employees	25	SubtotalNumberOfEmployees
Cont Number Of Offices	0	ContNumberOfOffices
Cont Number Of Employees	0	ContNumberOfEmployees
Total Number Of Offices	1	TotalNumberOfOffices
Total Number Of Employees	25	TotalNumberOfEmployees
Subtotal Amount Spent	32854913	SubtotalAmountSpent
Cont Amount Spent	0	ContAmountSpent
Total Amount Spent	32854913	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	21	38550	CREDIT TO STUDENTS' ACCOUNTS RECEIVABLE
SCHOLARSHIP	EAST ASIA/PACIFIC	2	4700	CREDIT TO STUDENTS' ACCOUNTS RECEIVABLE
SCHOLARSHIP	EUROPE/ICELAND/GREENLAND	16	179517	CREDIT TO STUDENTS' ACCOUNTS RECEIVABLE
SCHOLARSHIP	CENTRAL AMERICA & CARIBBEAN	8	3090	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	1	OwnForeignCorp
Passive Foreign Invest Co	1	PassiveForeignInvestCo
Foreign Partnership	0	ForeignPartnership
Boycott Countries	0	BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV (4 entries)

IdentifierIdentifier	ExplanationExplanation	Return ReferenceReturnReference
PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.:	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.
OTHER INFORMATION	SCHEDULE F, PART IV, LINE 1: THE UNIVERSITY WAS A TRANSFEROR OF CASH TO 5 DIFFERENT FOREIGN CORPORATIONS (INVESTMENTS) DURING THE TAX YEAR & COMPLETED THE FORMS 926.	SCHEDULE F, PART V
OTHER INFORMATION	SCHEDULE F, PART IV, LINE 3: THE INVESTMENT AMOUNT WAS NOT HIGH ENOUGH TO RENDER THE FILING OF FORM 5471.	SCHEDULE F, PART V
OTHER INFORMATION	SCHEDULE F, PART IV, LINE 4: THE UNIVERSITY IS AN INVESTOR IN ONE OF MORE "PASSIVE FOREIGN INVESTMENT COMPANIES" ("PFICS"). THE UNIVERSITY DID NOT RECEIVE ANY TAXABLE DISTRIBUTIONS FROM ANY OF THE PFICS DURING FISCAL YEAR 2011. FORM 8621 IS NOT BEING FILED PURSUANT TO IRS GUIDANCE SET FORTH IN REG. SEC. 1.1291-1(E).	SCHEDULE F, PART V

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	1109	NumberOfRecipients
Amount Of Cash Grant	22415391	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 THE 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.OUR THIRD PARTY SOFTWARE IS ALSO CODED TO PREVENT THE CREDIT OF FUNDS TO A STUDENT WITHOUT ENROLLED HRS.	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 (12 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	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
JOHN MCCARDELL
227301	0	0	0	7780	0	35625	0	34160	0	304866	0	0	0
JOHN GATTA
174660	0	0	0	396	0	17461	0	1041	0	193558	0	0	0
LINDA LANKEWICZ
170197	0	0	0	762	0	17811	0	7111	0	195881	0	0	0
JERRY FORSTER
158834	0	0	0	90	0	16725	0	33308	0	208957	0	0	0
DONNA PIERCE
146907	0	0	0	258	0	15278	0	32896	0	195339	0	0	0
JETT FISHER
141089	0	0	0	138	0	13496	0	95262	0	249985	0	0	0
WILLIAM STAFFORD
118799	0	0	0	396	0	30466	0	10729	0	160390	0	0	0
JOEL CUNNINGHAM
286375	0	0	0	26831	0	36750	0	7710	0	357666	0	0	0
EUGENE PRUNTY
172333	0	0	0	396	0	26318	0	7709	0	206756	0	0	0
FREDERICK CROOM
159385	0	0	0	762	0	25274	0	10172	0	195593	0	0	0
YASMEEN MOHIUDDIN
150277	0	0	0	339	0	13902	0	7010	0	171528	0	0	0
JOHN REISHMAN
142417	0	0	0	424	0	21927	0	7040	0	171808	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 REQUIRES THE VICE-CHANCELLOR TO OCCUPY THE ON-CAMPUS RESIDENCE PROVIDED FOR HIM. CERTAIN SERVICES ARE PROVIDED WITH THE RESIDENCE SUCH AS A CUSTODIAN. 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 (2 entries)

Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
FRANKLIN CO HEALTH&EDU FACILITIES BOARD
521282324	0353325S1	2005-12-01	13200000	ACADEMIC BLDG&DORM RENOV	0	0	0
FRANKLIN CO HEALTH&EDU FACILITIES BOARD
521282324	NONEAVAIL	2009-07-01	14400000	BOND REDEMPT/ACADBLDG.REN	0	0	0

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Total ProceedsTotalProceeds	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Capital ExpendituresCapitalExpenditures	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
13200000	87167	13200000	2008	0	0	1	1
14400000	46887	14400000	2010	1	0	1	1

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Any Research AgreementsAnyResearchAgreements	Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged	Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers	Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI	Total Private Business UseTotalPrivateBusinessUse	Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
0	0	0	0	1	0.00000	0.00000	0.00000	1
0	0	0	0	1	0.00000	0.00000	0.00000	1

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Form8038 T FiledForm8038TFiled	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Business Name Line2NameOfGICProvider/BusinessNameLine2	Term Of GICTermOfGIC	Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied	Gross Proceeds InvestedGrossProceedsInvested	Exception To RebateExceptionToRebate
TRANSAMERICA
1	0	0	1	OCCIDENTAL	1.700000000000	1	0	0
(no name)
1	1	0	0				0	0

Schedule L IRS990ScheduleL

Loan Table LoanTable (4 entries)

Purpose Of LoanPurposeOfLoan	Loan From OrganizationLoanFromOrganization	Original PrincipalOriginalPrincipalAmount	Balance DueBalanceDue	DefaultDefault	Approved By BoardApprovedByBoard	Written AgreementWrittenAgreement
JERRY FORSTER-EMPLOYEE
EDUCATION	X	$28,061	16837	0	1	1
JERRY FORSTER-FAMILY
EDUCATION	X	$18,000	9250	0	1	1
JETT FISHER-FAMILY
EDUCATION	X	$24,264	16324	0	1	1
PAUL WILEY-EMPLOYEE
EDUCATION	X	$35,000	28000	0	1	1

Field	Value	IRS element (for citing)
Total Balance Due	70411	TotalBalanceDue

Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)

Amount Of GrantAmountOfGrant	Type Of AssistanceTypeOfAssistance
31159	NEED-BASED SCHOLARSHIP
81000	MERIT-BASED SCHOLARSHIP

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	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	275286	NoncashContribsRptdF990
Method Of Determining Revenues	APPRAISAL	MethodOfDeterminingRevenues

Clothing And Household Goods ClothingAndHouseholdGoods

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

Cars And Other Vehicles CarsAndOtherVehicles

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	2	NumberOfContributions
Noncash Contribs Rptd F990	20000	NoncashContribsRptdF990
Method Of Determining Revenues	APPRAISAL	MethodOfDeterminingRevenues

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	84	NumberOfContributions
Noncash Contribs Rptd F990	678385	NoncashContribsRptdF990
Method Of Determining Revenues	QUOTED STOCK PRICES	MethodOfDeterminingRevenues

Real Estate Residential RealEstateResidential

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	1	NumberOfContributions
Noncash Contribs Rptd F990	790000	NoncashContribsRptdF990
Method Of Determining Revenues	APPRAISAL	MethodOfDeterminingRevenues

Historical Artifacts HistoricalArtifacts

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

Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)

Non Cash CheckboxNonCashCheckbox	DescriptionDescription	Number Of ContributionsNumberOfContributions	Noncash Contribs Rptd F990NoncashContribsRptdF990	Method Of Determining RevenuesMethodOfDeterminingRevenues
X	HORSES	2
X	ATHLETIC EQUIPMENT	3	12640	INVOICE
X	FURNITURE	2	41000	APPRAISAL
X	MISCELLANEOUS	6	0	N/A

Field	Value	IRS element (for citing)
Number Of8283 Received	5	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 (9 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ORGANIZATION MISSION STATEMENT	990 PARTS I & III, LINE 1	THE UNIVERSITY OF THE SOUTH IS AN INSTITUTION OF THE EPISCOPAL CHURCH 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. OUTSTANDING STUDENTS WORK CLOSELY WITH DISTINGUISHED AND DIVERSE FACULTY IN A DEMANDING COURSE OF HUMANE AND SCIENTIFIC STUDY THAT PREPARES THEM FOR LIVES OF ACHIEVEMENT AND SERVICE. PROVIDING RICH OPPORTUNITIES FOR LEADERSHIP AND INTELLECTUAL AND SPIRITUAL GROWTH, WHILE GROUNDING ITS COMMUNITY ON A PLEDGE OF HONOR, SEWANEE ENABLES STUDENTS TO LIVE WITH GRACE, INTEGRITY, AND A REVERENT CONCERN FOR THE WORLD. THE SCHOOL OF THEOLOGY EDUCATES WOMEN AND MEN TO SERVE THE BROAD WHOLE OF THE EPISCOPAL CHURCH IN ORDAINED AND LAY VOCATIONS. THE SCHOOL DEVELOPS LEADERS WHO ARE LEARNED, SKILLED, INFORMED BY THE WORD OF GOD, AND COMMITTED TO THE MISSION OF CHRIST'S CHURCH, IN THE ANGLICAN TRADITION OF FORMING DISCIPLES THROUGH A COMMON LIFE OF PRAYER, LEARNING, AND SERVICE. SEWANEE'S SEMINARY EDUCATION AND WORLD-WIDE PROGRAMS EQUIP PEOPLE FOR MINISTRY THROUGH THE GIFT OF THEOLOGICAL REFLECTION IN COMMUNITY.
PROGRAM SERVICE STATEMENT	FORM 990, PART III, LINE 4A	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. MORAL AND SPIRITUAL VALUES ARE A VITAL PART OF THE EDUCATIONAL EXPERIENCE AT SEWANEE, BOTH IN AND OUT OF THE CLASSROOM. WHILE NON-SECTARIAN IN ITS TEACHING AND RECRUITING OF STUDENTS AND FACULTY, THE COLLEGE CLAIMS ITS EPISCOPAL HERITAGE AND UNDERSTANDS THAT FAITH AND REASON ARE MUTUALLY ENRICHING. 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. THE CORE CURRICULUM REPRESENTS THE FACULTY'S VISION OF THE KNOWLEDGE, IDEAS, AND VALUES AROUND WHICH THE LIBERAL EDUCATION IS STRUCTURED. 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. SEWANEE'S CURRICULUM CHALLENGES WHILE IT EDUCATES. 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. INTERDISCIPLINARY STUDY, DOUBLE MAJORS, MINORS, AND CONCENTRATIONS ALLOW STUDENTS TO TAILOR THEIR OWN ACADEMIC EXPERIENCE. THE UNIVERSITY ALSO OFFERS A 3/2 ENGINEERING PROGRAM WITH SEVERAL UNIVERSITIES, A 3/2 MASTER'S-LEVEL FORESTRY AND ENVIRONMENTAL STUDIES PROGRAM WITH DUKE UNIVERSITY, A PRE-BUSINESS AND BUSINESS MINOR PROGRAM, 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 TRADITION PERMEATES THE ENTIRE CURRICULUM, AND SEWANEE GRADUATES ARE KNOWN FOR THEIR FACILITY WITH THE WRITTEN WORD. NEWER STRENGTHS IN THE PHYSICAL AND LIFE SCIENCES, INCLUDING ENVIRONMENTAL SCIENCES, ARE SUPPORTED WITH NEW FACILITIES. THE UNIVERSITY STRONGLY ENCOURAGES STUDENTS TO HAVE AN INTERNATIONAL EXPERIENCE AND OFFERS A WIDE ARRAY OF PROGRAMS AROUND THE GLOBE. IN ADDITION TO MANY SEMESTER ABROAD PROGRAMS, SEVERAL SUMMER PROGRAMS ARE UNIQUE TO SEWANEE AND ORGANIZED BY UNIVERSITY FACULTY. CO-CURRICULAR 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, 40 WATSON POST-GRADUATE FELLOWS, AND 27 NCAA POST-GRADUATE SCHOLARS. FIFTY-FIVE PERCENT OF GRADUATES EARN ADVANCED 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 WITHIN THREE DIVISIONS: DEGREE PROGRAMS, EXTENSION PROGRAMS, AND CONTINUING EDUCATION PROGRAMS. 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 EDUCATES 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. IN 2011 THE UNIVERSITY GRANTED SEVEN MASTER OF FINE ARTS DEGREES AND FIVE MASTER OF ARTS DEGREES. FOR THE FIRST TIME, TWO FULL-TUITION SCHOLARSHIPS WERE AWARDED TO PUBLIC SCHOOL TEACHERS IN THE 2009 ENTERING CLASS. 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.
PROGRAM SERVICE STATEMENT	FORM 990, PART III, LINE 4B	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 COMMUNITY AND THE BROADER WORLD. TO THOSE ENDS, A WIDE RANGE OF CO-CURRICULAR ACTIVITIES ARE AVAILABLE TO INCULCATE AND DEVELOP THE IMPETUS FOR LEADERSHIP. MORE THAN 110 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. SERVICE IS AN IMPORTANT PART OF MANY STUDENTS' EXPERIENCE AT SEWANEE. 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 18TH YEAR AND HAS COMPLETED MORE THAN 15 HOUSES FOR RESIDENTS IN SEWANEE AND FRANKLIN COUNTY. THE UNIVERSITY HAS 11 MEN'S, 12 WOMEN'S, AND 1 COED VARSITY SPORT, INCLUDING FOOTBALL, MEN'S AND WOMEN'S LACROSSE, AND THE EQUESTRIAN PROGRAM. MORE THAN HALF OF THE UNDERGRADUATES PARTICIPATE IN INTRAMURAL SPORTS INCLUDING FLOOR HOCKEY, INDOOR SOCCER, AND BASKETBALL. NUMEROUS 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 BOTH ON AND OFF THE DOMAIN, INCLUDING ROCK CLIMBING, RAPPELLING, MOUNTAIN BIKING, CANOEING, AND KAYAKING. IT OFFERS STUDENTS THE CHANCE TO EXPLORE THE OUTDOOR ENVIRONMENT OF THE DOMAIN AND TO DEVELOP AS OUTDOOR TRIP LEADERS.
PROGRAM SERVICE STATEMENT	FORM 990, PART III, LINE 4C	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 LIVE IN AN INTENTIONAL COMMUNITY FOCUSED ON SUSTAINABLE LIVING. THEMATIC RESIDENTIAL CHOICES WITHIN RESIDENCE HALLS INCLUDE SPACES FOR STUDENTS INTERESTED IN PERFORMING ARTS, 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 THEIR INTELLECTUAL INTERESTS AND ENGAGES STUDENTS IN MEANINGFUL RELATIONSHIPS AND EXPERIENCES. RESEARCH INDICATES THAT THE LIVING-LEARNING COMMUNITIES ARE HAVING A SALUTARY EFFECT ON RETENTION, ACADEMIC PERFORMANCE, AND STUDENT CONDUCT. A SOPHISTICATED AND COMPREHENSIVE DINING SERVICES OPERATION ENSURES THAT AN ARRAY OF HEALTHY FOOD CHOICES IS AVAILABLE TO STUDENTS. SOME 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.
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 EXECUTIVE COMMITTEE OF THE BOARD OF REGENTS REVIEWS POLICIES AND PRACTICES FOR EXECUTIVE COMPENSATION TO ENSURE THEY ARE GENERALLY CONSISTENT WITH SURVEY DATA FROM COMPARABLE INSTITUTIONS FOR COMPARABLE POSITIONS.
	FORM 990, PART VI, SECTION C, LINE 19	GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. GOVERNING DOCUMENTS ARE ALSO AVAILABLE AT: HTTP://ABOUT.SEWANEE.EDU/TRUSTEES/DOCUMENTS.
CHANGES IN NET ASSETS OR FUND BALANCES:	FORM 990, PART XI, LINE 5:	NET UNREALIZED GAINS ON INVESTMENTS: 33,528,501.