2012-05-08T13:46:58-05:00 2011-06-30 CROSSLIN & ASSOCIATES PC 2525 WEST END AVE SUITE 1100 NASHVILLE TN 37203 990 2010-07-01 620475697 THE UNIVERSITY OF THE SOUTH UNIV 9315981349 735 UNIVERSITY AVE SEWANEE TN 373831000 SARAH SUTHERLAND 9315981349 2012-05-08 1 6153205500 2010 2016-02-24 21:20:13Z JOHN M MCCARDELL JR 735 UNIVERSITY AVE SEWANEE TN 373831000 122282951 0 X HTTP://WWW.SEWANEE.EDU X 1857 TN SEE SCHEDULE O. 137 134 1707 1019 -244140 -244140 16545255 13072308 76227285 78908905 6996402 28645906 1553230 1655832 101322172 122282951 19779479 22415391 0 0 43976881 44948670 0 0 2032424 33359382 35818591 97115742 103182652 4206430 19100299 493949523 542232657 60785513 56439847 433164010 485792810 X SEE SCHEDULE O. 0 0 56322234 22408588 57629334 SEE SCHEDULE O. 11207473 6803 1974629 SEE SCHEDULE O. 12970626 0 18683063 SEE SCHEDULE O. 4648036 0 621879 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. 4648036 621879 85148369 1 1 0 0 0 1 1 0 1 1 1 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 3352 0 1 1707 1 0 1 SP 0 0 0 0 0 0 0 0 X 137 134 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X OFFICE OF THE TREASURER 9315981349 735 UNIVERSITY AVE SEWANEE TN 373831000 THE RT REV HENRY N PARSLEY JR 2.00 X 0 0 0 THE RT REV JOHN MCKEE SLOAN 2.00 X 0 0 0 THE REV SUSAN SLOAN 2.00 X 0 0 0 W CHARLES MAYER III 2.00 X 0 0 0 CORNELIA HEFLIN 2.00 X 0 0 0 THE RT REV LARRY R BENFIELD 2.00 X 0 0 0 THE REV MARY CRAIG CARUTHERS 2.00 X 0 0 0 LINDA WALKER 2.00 X 0 0 0 PAN ADAMS-MCCASLIN 2.00 X 0 0 0 THE RT REV J NEIL ALEXANDER 2.00 X 0 0 0 THE REV SHARON L HIERS 2.00 X 0 0 0 STEVE BURNETT 2.00 X 0 0 0 JOHN FORD 2.00 X 0 0 0 THE RT REV JOHN W HOWE DD 2.00 X 0 0 0 THE REV STEPHEN CLIFTON 2.00 X 0 0 0 PARKER BAUER 2.00 X 0 0 0 FRANK B GUMMEY III 2.00 X 0 0 0 THE RT REV PHILIP M DUNCAN II 2.00 X 0 0 0 THE REV JOHN H RIGGIN 2.00 X 0 0 0 ERIC STEVENSON 2.00 X 0 0 0 AMY HAMILTON 2.00 X 0 0 0 THE RT REV JAMES M STANTON 2.00 X 0 0 0 THE RT REV PAUL E LAMBERT 2.00 X 0 0 0 THE REV ROBERT M CORLEY 2.00 X 0 0 0 DAN WILSON 2.00 X 0 0 0 ORRIN HARRISON III 2.00 X 0 0 0 THE RT REV CLIFTON DANIEL III 2.00 X 0 0 0 THE REV ROBERT ALVES 2.00 X 0 0 0 ROBERT OVERMAN 2.00 X 0 0 0 DANIEL STROUD 2.00 X 0 0 0 THE RT REV GEORGE DIBRELL YOUNG III 2.00 X 0 0 0 THE REV TAYLOR DINSMORE 2.00 X 0 0 0 ROBERT G NORRED JR 2.00 X 0 0 0 LEE PHILLIPS 2.00 X 0 0 0 THE RT REV SAMUEL JOHNSON HOWARD 2.00 X 0 0 0 THE REV DR NANCEE MARTIN-COFFEY 2.00 X 0 0 0 BLUCHER B LINES 2.00 X 0 0 0 PAMELA JORDAN ANDERSON 2.00 X 0 0 0 THE RT REV C WALLIS OHL 2.00 X 0 0 0 THE REV MICHAEL CALDWELL 2.00 X 0 0 0 CATHERINE WEHLBURG 2.00 X 0 0 0 SHERRI GLASER 2.00 X 0 0 0 THE RT REV SCOTT A BENHASE 2.00 X 0 0 0 THE VERY REV ROBERT FAIN 2.00 X 0 0 0 WILLIAM R BRUCE 2.00 X 0 0 0 DEBORAH THOMAS 2.00 X 0 0 0 THE RT REV TERRY ALLEN WHITE 2.00 X 0 0 0 THE VERY REV MARK BOURLAKAS 2.00 X 0 0 0 JAMES MCGINLEY MAC JEFFERSON 2.00 X 0 0 0 LESLIE NEWMAN 2.00 X 0 0 0 THE RT REV STACY SAULS 2.00 X 0 0 0 THE REV MICHAEL CORKY CARLISLE 2.00 X 0 0 0 ADDISON HOSEA 2.00 X 0 0 0 ROBERT ROSS 2.00 X 0 0 0 THE RT REV MORRIS K THOMPSON JR 2.00 X 0 0 0 THE REV RALPH HOWE JR 2.00 X 0 0 0 EDWARD F HAROLD 2.00 X 0 0 0 DREW BROACH 2.00 X 0 0 0 THE RT REV DUNCAN M GRAY III 2.00 X 0 0 0 THE REV DAVID ELLIOTT 2.00 X 0 0 0 SCOTT DAVIS 2.00 X 0 0 0 MARGARET MCLARTY 2.00 X 0 0 0 THE RT REV GEORGE WAYNE SMITH 2.00 X 0 0 0 THE REV LLEWELLYN M HEIGHAM JR 2.00 X 0 0 0 JUDITH LYNN BANDY STUPP 2.00 X 0 0 0 JACK LAULESS 2.00 X 0 0 0 THE RT REV MICHAEL BRUCE CURRY 2.00 X 0 0 0 THE REV BRAD SMITH 2.00 X 0 0 0 ANN WINDON CRAVER 2.00 X 0 0 0 JONATHAN ENGRAM 2.00 X 0 0 0 THE RT REV J SCOTT MAYER 2.00 X 0 0 0 THE REV PATRICIA G RUSSELL 2.00 X 0 0 0 DON GRIFFIS 2.00 X 0 0 0 SALLY MANNING 2.00 X 0 0 0 THE RT REV MARK J LAWRENCE 2.00 X 0 0 0 THE REV DR JOHN MACREADIE BARR III 2.00 X 0 0 0 WILLIAM CLARKSON 2.00 X 0 0 0 ELIZABETH LEWIS 2.00 X 0 0 0 THE RT REV LEOPOLD FRADE 2.00 X 0 0 0 THE REV RICHARD J AGUILAR 2.00 X 0 0 0 EDMUND T HENRY III 2.00 X 0 0 0 ALYSON CROUCH HARDIN 2.00 X 0 0 0 THE RT REV DR DABNEY T SMITH 2.00 X 0 0 0 THE REV KYLE BENNETT 2.00 X 0 0 0 HEATHER M WHELAN 2.00 X 0 0 0 DAVID DUNN-RANKIN 2.00 X 0 0 0 THE RT REV JOHN BAUERSCHMIDT 2.00 X 0 0 0 THE REV LEIGH SPRUILL 2.00 X 0 0 0 H E ED MILLER JR 2.00 X 0 0 0 W A PETE STRINGER 2.00 X 0 0 0 THE RT REV C ANDREW DOYLE 2.00 X 0 0 0 THE RT REV DENA A HARRISON 2.00 X 0 0 0 THE REV WILLIAM C TREADWELL 2.00 X 0 0 0 WILLIAM A GAGE JR 2.00 X 0 0 0 SANDRA PRATT WILKENS 2.00 X 0 0 0 THE RT REV ANDREW WALDO 2.00 X 0 0 0 THE REV NICHOLAS M BEASLEY 2.00 X 0 0 0 MILDRED LEE TANNER 2.00 X 0 0 0 BETSY SNOWDEN JOHNSON 2.00 X 0 0 0 THE RT REV DR DON E JOHNSON 2.00 X 0 0 0 THE REV SENTER CROOK 2.00 X 0 0 0 BRUCE STEINHAUER 2.00 X 0 0 0 ROBERT D GOOCH JR 2.00 X 0 0 0 THE RT REV GARY R LILLIBRIDGE 2.00 X 0 0 0 THE RT REV DAVID MITCHELL REED 2.00 X 0 0 0 THE REV SEAN MALONEY 2.00 X 0 0 0 JULIE CARSON 2.00 X 0 0 0 PAGE WILSON 2.00 X 0 0 0 THE RT REV D BRUCE MACPHERSON 2.00 X 0 0 0 THE REV PAUL MARTIN 2.00 X 0 0 0 ANDREA MARIE PETROSH 2.00 X 0 0 0 FRANCIS FOOTE MANNING 2.00 X 0 0 0 THE RT REV G PORTER TAYLOR 2.00 X 0 0 0 THE REV LAWRENCE BRITT 2.00 X 0 0 0 BILL STIEFEL JR 2.00 X 0 0 0 KEMPER WILLIAMS BROWN 2.00 X 0 0 0 MARGARET MANKIN BARTON 2.00 X 0 0 0 JULIAN BIBB 2.00 X 0 0 0 JAY FAIRES 2.00 X 0 0 0 THE REV EMILY BARR RICHARDS 2.00 X 0 0 0 SCOTT THOMPSON 2.00 X 0 0 0 ELIZABETH FINCH 2.00 X 0 0 0 HAROLD RAHN 2.00 X 0 0 0 GREGG ROBERTSON 2.00 X 0 0 0 DAVID SHIPPS 2.00 X 0 0 0 THE REV DORIS WESTFALL 2.00 X 0 0 0 ELLIOTT HARRIGAN 2.00 X 0 0 0 JACK B HOBSON JR 2.00 X 0 0 0 CRAIG LAINE 2.00 X 0 0 0 THE REV MICHAEL SULLIVAN 2.00 X 0 0 0 KATHRYN INGRAM THOMPSON 2.00 X 0 0 0 BERT WHITE 2.00 X 0 0 0 CYNTHIA S CRYSDALE 2.00 X 0 0 0 NANCY BERNER 2.00 X 0 0 0 SCOTT H WILSON 2.00 X 0 0 0 CARRIE HARPER RYAN 2.00 X 0 0 0 PETER WONG 2.00 X 0 0 0 JOHN MCCARDELL 40.00 X 235081 0 69481 JOHN GATTA 40.00 X 175056 0 18011 LINDA LANKEWICZ 40.00 X 170959 0 24429 JERRY FORSTER 40.00 X 158924 0 49546 DONNA PIERCE 40.00 X 147165 0 47696 JETT FISHER 40.00 X 141227 0 108333 WILLIAM STAFFORD 40.00 X 119195 0 40707 ERIC HARTMAN 40.00 X 113439 0 22560 PAUL WILEY 40.00 X 96647 0 21054 LEE ANN AFTON 40.00 X 86144 0 9991 JOEL CUNNINGHAM 40.00 X 313206 0 43968 EUGENE PRUNTY 40.00 X 172729 0 33536 FREDERICK CROOM 40.00 X 160147 0 34965 YASMEEN MOHIUDDIN 40.00 X 150616 0 20554 JOHN REISHMAN 40.00 X 142841 0 28545 2383376 0 573376 34 0 1 0 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 8 521541 12550767 1817311 13072308 TUITION & FEES 611310 57629334 57629334 AUX. SALES & SERVC 611310 18683063 18683063 EDUC. SALES & SERV 611310 2596508 2596508 78908905 8212566 -244140 8456706 1655832 1655832 20433340 20433340 20433340 20433340 122282951 78908905 -244140 30545878 22415391 22415391 2299364 926862 1282204 90298 32140638 25721133 5312577 1106928 3032127 2412690 619437 5401735 4188572 810758 402405 2074806 1623403 451403 539917 26088 513829 42250 5150 37100 1872657 1872657 9615035 8551584 972672 90779 484685 316283 166325 2077 1563641 1138140 263685 161816 1108361 648446 452314 7601 23939 23939 970997 859067 83133 28797 2401164 1822924 520703 57537 261880 222659 38051 1170 1139845 1139845 4123686 3649091 474595 658525 401196 251633 5696 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 103182652 85148369 16001859 2032424 2314724 5103295 48220262 58598737 35334690 40575793 871851 791546 97933 43978 3051209 2860977 476827 412482 454473 422698 207473747 71889326 133732478 135584421 263209989 291881212 6185087 5957518 493949523 542232657 9168000 7351604 1684940 1657987 42242937 40270012 7689636 7160244 60785513 56439847 X 160588550 173198768 140091057 174618544 132484403 137975498 433164010 485792810 493949523 542232657 X 19100299 33528501 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 2 3208.00 0 0 1 1 576.00 16673 X X X 0 272487483 5033969 54223352 5698947 7336318 318709539 246098443 11241702 28421915 5498353 7776224 272487483 313206187 6418592 -60013539 5593100 7919697 246098443 0.20000 0.80000 1 0 1635425 10928247 12563672 196779 151618134 41340378 110474535 41677566 30548948 11128618 1417596 1417596 135584421 EQUITIES 190668560 F BONDS 77514404 F CASH VALUE OF LIFE INSURANCE 1150795 F ASSETS HELD IN OUTSIDE TRUSTS 22547453 F 291881212 REFUNDABLE ADVANCES 2740983 POSTRETIREMENT BENEFIT OBLIGATIONS 4419261 7160244 122282951 103182652 19100299 33528501 33528501 52628800 133396625 33528501 -20542170 12986331 120410294 1872657 1872657 122282951 80767825 0 80767825 1872657 20542170 22414827 103182652 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 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. 1 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 1 25 0 0 1 25 32854913 0 32854913 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 1 0 1 1 0 0 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 V 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. OTHER INFORMATION SCHEDULE F, PART V SCHEDULE F, PART IV, LINE 3: THE INVESTMENT AMOUNT WAS NOT HIGH ENOUGH TO RENDER THE FILING OF FORM 5471. OTHER INFORMATION SCHEDULE F, PART V 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). 1 SCHOLARSHIPS - STUDENTS ENROLLED AT THE UNIVERSITY OF THE SOUTH 1109 22415391 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. X X 1 1 X X X 0 0 0 0 0 0 0 0 0 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 PART I, LINE 1A 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). 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 13200000 87167 13200000 2008 0 0 1 1 14400000 46887 14400000 2010 1 0 1 1 0 0 0 0 1 0.00000 0.00000 0.00000 1 0 0 0 0 1 0.00000 0.00000 0.00000 1 1 0 0 1 TRANSAMERICA OCCIDENTAL 1.700000000000 1 0 0 1 1 0 0 0 0 JERRY FORSTER-EMPLOYEE EDUCATION X 28061 16837 0 1 1 JERRY FORSTER-FAMILY EDUCATION X 18000 9250 0 1 1 JETT FISHER-FAMILY EDUCATION X 24264 16324 0 1 1 PAUL WILEY-EMPLOYEE EDUCATION X 35000 28000 0 1 1 70411 31159 NEED-BASED SCHOLARSHIP 81000 MERIT-BASED SCHOLARSHIP X 4 0 N/A X 275286 APPRAISAL X 0 N/A X 2 20000 APPRAISAL X 84 678385 QUOTED STOCK PRICES X 1 790000 APPRAISAL X 1 0 N/A X HORSES 2 X ATHLETIC EQUIPMENT 3 12640 INVOICE X FURNITURE 2 41000 APPRAISAL X MISCELLANEOUS 6 0 N/A 5 0 1 0 NON REPORTING OF REVENUE: PART I, LINE 33: REVENUES ARE NOT RECOGNIZED FOR NON-CASH CONTRIBUTIONS (GIFTS-IN-KIND) WHEN THE RELATED ASSET IS NOT RECOGNIZED ON THE BALANCE SHEET. 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.