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BUCKNELL UNIVERSITY: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BUCKNELL UNIVERSITY (EIN 24-0772407)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-07-16
IRS object ID
202601979349300045
Schema version
2024v5.5
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-16T14:46:03-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18350 BROAD STREET SUITE 900AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN240772407EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BUCKNELL UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBUCKBusinessNameControlTxt
Phone5705771138PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 DENT DRIVE FINANCE OFFICEAddressLine1Txt
CityLEWISBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17837ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonH DANIEL HUNGERFORDPersonNm
Person TitleVP-FINANCE & ADMINPersonTitleTxt
Phone5705771138PhoneNum
Signature2026-07-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMANDA COONPreparerPersonNm
PTINP01754645PTIN
Phone7032868000PhoneNum
Preparation2026-07-15PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Principal OfficerJOHN C BRAVMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 DENT DRIVE FINANCE OFFICEAddressLine1Txt
CityLEWISBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17837ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$981,651,420GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BUCKNELL.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1846FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionBUCKNELL IS A UNIQUE NATIONAL UNIVERSITY WHERE LIBERAL ARTS AND PROFESSIONAL PROGRAMS COMPLEMENT EACH OTHER.ActivityOrMissionDesc
Voting Members Governing Body35VotingMembersGoverningBodyCnt
Voting Members Independent34VotingMembersIndependentCnt
Total Employee3689TotalEmployeeCnt
Total Volunteers966TotalVolunteersCnt
Total Gross UBI$3,336,523TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$485,175NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$39,331,786PYContributionsGrantsAmt
CY Contributions Grants$65,038,820CYContributionsGrantsAmt
PY Program Service Revenue$292,521,056PYProgramServiceRevenueAmt
CY Program Service Revenue$308,801,345CYProgramServiceRevenueAmt
PY Investment Income$84,264,266PYInvestmentIncomeAmt
CY Investment Income$36,902,139CYInvestmentIncomeAmt
PY Other Revenue$7,508,864PYOtherRevenueAmt
CY Other Revenue$9,951,116CYOtherRevenueAmt
PY Total Revenue$423,625,972PYTotalRevenueAmt
CY Total Revenue$420,693,420CYTotalRevenueAmt
PY Grants And Similar Paid$91,088,857PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$97,333,868CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$173,353,915PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$188,960,635CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$170,909PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$434,823CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$15,891,841CYTotalFundraisingExpenseAmt
PY Other Expenses$119,383,880PYOtherExpensesAmt
CY Other Expenses$127,553,902CYOtherExpensesAmt
PY Total Expenses$383,997,561PYTotalExpensesAmt
CY Total Expenses$414,283,228CYTotalExpensesAmt
PY Revenues Less Expenses$39,628,411PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$6,410,192CYRevenuesLessExpensesAmt
Total Assets BOY$1,744,423,493TotalAssetsBOYAmt
Total Assets EOY$1,865,928,948TotalAssetsEOYAmt
Total Liabilities BOY$281,905,040TotalLiabilitiesBOYAmt
Total Liabilities EOY$289,664,962TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,462,518,453NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,576,263,986NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$244,940,933ExpenseAmt
Grant$97,049,619GrantAmt
Revenue$258,058,248RevenueAmt
DescACADEMIC AND EDUCATIONAL - THE EXPENSES OF INSTRUCTIONAL DEPARTMENTS AND PROGRAMS AND THE EXPENSES OF ACTIVITIES AND SERVICES THAT DIRECTLY SUPPORT INSTRUCTION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$56,685,723ExpenseAmt
Revenue$3,988,019RevenueAmt
DescSTUDENT SERVICES - THE EXPENSES OF ACTIVITIES AND SERVICES THAT INDIRECTLY SUPPORT THE EDUCATIONAL PROGRAMS SUCH AS LIBRARY SERVICES AND ATHLETICS/RECREATION.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$43,470,545ExpenseAmt
Revenue$56,490,694RevenueAmt
DescAUXILIARY ENTERPRISES - THE EXPENSES OF ROOM, BOARD, AND OTHER SERVICES PRIMARILY FOR THE UNIVERSITY'S STUDENTS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$4,600,306ExpenseAmt
Grant$284,249GrantAmt
DescRESEARCH AND PUBLIC SERVICES - EXPENSES RELATED TO RESEARCH AND PUBLIC SERVICES CONDUCTED/PROVIDED BY STUDENTS, FACULTY, AND STAFF.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$4,600,306TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$284,249TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$349,697,507TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4425IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee3689EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountrySPForeignCountryCd
Foreign CountryFRForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members35GoverningBodyVotingMembersCnt
Independent Voting Member34IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1H DANIEL HUNGERFORDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5705771138PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1217C MARTS HALL BUCKNELL UNIVERSITYAddressLine1Txt
CityLEWISBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17837ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (68 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ALEXANDRA AHRENS JUNG
TRUSTEE1.00Yes (X)$0$0$0
ANNIE SEIBOLD DRAPEAU
CHAIRMAN3.00Yes (X)$0$0$0Yes (X)
AUDRA M WILSON
TRUSTEE1.00Yes (X)$0$0$0
BRIDGET LACROIX LECKY
TRUSTEE1.00Yes (X)$0$0$0
CAROLYN NEELY AINSLIE
TRUSTEE1.00Yes (X)$0$0$0
CAROLYN SPEER MILES
TRUSTEE1.00Yes (X)$0$0$0
DAISY AUGER-DOMINGUEZ
TRUSTEE1.00Yes (X)$0$0$0
DAWN M BECKER
SECRETARY3.00Yes (X)$0$0$0Yes (X)
DONALD N ISKEN
TRUSTEE1.00Yes (X)$0$0$0
ERIKA ND STANAT
VICE CHAIR3.00Yes (X)$0$0$0Yes (X)
EUGENE A GORAB
TRUSTEE1.00Yes (X)$0$0$0
FRANK A DAVIS
TRUSTEE1.00Yes (X)$0$0$0
FRANK K SCHOENEMAN
TRUSTEE1.00Yes (X)$0$0$0
GARRY D THANIEL
TRUSTEE1.00Yes (X)$0$0$0
J FRANK BROWN
TRUSTEE1.00Yes (X)$0$0$0
JOHN BRAVMAN
PRESIDENT40.00Yes (X)$814,296$0$231,477Yes (X)
JOHN T REYNOLDS
TRUSTEE1.00Yes (X)$0$0$0
JORDAN H LEISER
TRUSTEE1.00Yes (X)$0$0$0
KATHRYN BOSELLI VIZAS
TRUSTEE1.00Yes (X)$0$0$0
KECIA M THOMAS
TRUSTEE1.00Yes (X)$0$0$0
KEREN BERGMAN
TRUSTEE1.00Yes (X)$0$0$0
LANCE M FRITZ
TRUSTEE1.00Yes (X)$0$0$0
LAUREEN COSTA
TRUSTEE1.00Yes (X)$0$0$0
LAURIE E SCHMIDT
TRUSTEE1.00Yes (X)$0$0$0
LISA CADETTE DETWILER
TRUSTEE1.00Yes (X)$0$0$0
MAKOTO FUJIMURA
TRUSTEE1.00Yes (X)$0$0$0
MARTIN K GILLIARD
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL DOMINGUEZ
TRUSTEE1.00Yes (X)$0$0$0
ROBERT J GILLIGAN
TRUSTEE1.00Yes (X)$0$0$0
SAMUEL C NANA-SINKAM
ASST SECRETARY3.00Yes (X)$0$0$0Yes (X)
SCOTT A PERRICELLI
VICE CHAIR3.00Yes (X)$0$0$0Yes (X)
SCOTT UEBELE
TRUSTEE1.00Yes (X)$0$0$0
STEVEN A KOHN
TRUSTEE1.00Yes (X)$0$0$0
SUNIL GULATI
TRUSTEE1.00Yes (X)$0$0$0
THOMAS BUCHHOLZ
TRUSTEE1.00Yes (X)$0$0$0
CAROL KENNEDY
SECRETARY40.00$176,268$0$42,661Yes (X)
CHRISTINA WALLACE
INTERIM VP-COMM40.00$95,502$0$30,224Yes (X)
ELIZABETH STEWART
AVP-TREAS/CONTR40.00$209,371$0$36,211Yes (X)
H DANIEL HUNGERFORD
VP AND COO40.00$146,483$0$18,317Yes (X)
HEATHER JOHNS
VP-COMMUNICATION40.00$283,907$0$95,951Yes (X)
JERMAINE TRUAX
VP-ATHLETICS40.00$293,137$0$84,109Yes (X)
KARIN RILLEY
GENERAL COUNSEL40.00$427,003$0$64,950Yes (X)
LISA KEEGAN
VP-ENROLLMENT40.00$410,385$0$52,423Yes (X)
MAUREEN MCGUINNESS
VP-STDNT AFFAIR40.00$0$0$0Yes (X)
MARGOT VIGEANT
INTERIM PROVOST40.00$315,515$0$90,884Yes (X)
NICOLE WHITEHEAD
VP-TALENT & HR40.00$428,401$0$48,218Yes (X)
PARAM BEDI
VP-LIBRARY & IT40.00$426,656$0$71,003Yes (X)
SCOTT ROSEVEAR
VP-ADVANCEMENT40.00$523,058$0$60,788Yes (X)
TIMOTHY PAVLECHKO
VP-ATHLETICS40.00$165,431$0$31,975Yes (X)
VERNESE EDGHILL-WALDEN
VP-EQUITY & INC40.00$248,612$0$33,468Yes (X)
WENDY STERNBERG
PROVOST40.00$240,496$0$39,636Yes (X)
BRAD PUTMAN
DEAN-ENGINEERING40.00$299,496$0$48,600Yes (X)
CINDY GUTHRIE
INTERIM DEAN-MANAGEMENT40.00$210,709$0$23,242Yes (X)
KARL VOSS
DEAN-ARTS AND SCIENCES40.00$269,536$0$91,625Yes (X)
MICHELLE ROEHM
DEAN OF MANAGEMENT40.00$230,235$0$31,891Yes (X)
TERESA MCKINNEY
INTERIM-DEAN OF STUDENTS40.00$200,884$0$15,175Yes (X)
ANKUR PAREEK
PROFESSOR40.00$255,646$0$60,463Yes (X)
DAVID CECCHINI
COACH-FOOTBALL40.00$240,545$0$93,363Yes (X)
JOE WILCK
PROFESSOR40.00$277,470$0$63,220Yes (X)
JOHN GIRFFIN
COACH-M.BASKETBALL40.00$295,977$0$60,484Yes (X)
WILLIAM ROBERT MEEK
PROFESSOR40.00$241,656$0$57,469Yes (X)
E MERMANN-JOZWIAK
FORMER PROVOST40.00$199,206$0$31,043Yes (X)
JEFF LOSS
AVP-FACILITIES40.00$203,019$0$46,736Yes (X)
JOSH GRILL
AVP-UNIVERSITY ADVANCEMENT40.00$201,464$0$59,955Yes (X)
KATHLEEN GRAHAM
AVP-UNVIVERSITY ADVANCEMENT40.00$221,178$0$38,819Yes (X)
ROBERT MIDKIFF
FORMER VP-STRATEGY40.00$254,085$0$49,581Yes (X)
ERIN JABLONSKI
FMR INTERIM DEAN-ENGINEERING40.00$191,411$0$31,768Yes (X)
RAQUEL ALEXANDER
FORMER DEAN-MANAGEMENT40.00$229,381$0$103,533Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$9,226,419TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,939,262TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K366IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
WOHLSEN CONSTRUCTION COMPANY
PO BOX 4612LANCASTERPA17604CONSTRUCTION$22,610,512
CHARTWELLS HIGHER EDUCATION
2400 YORKMONT ROADCHARLOTTENC28217FOOD MANAGEMENT$6,606,745
PARKHURST DINING SERVICE
PO BOX 644091PITTSBURGHPA15264FOOD MANAGEMENT$4,857,192
POOLE ANDERSON CONSTRUCTION LLC
2121 OLD GATESBURG RDSTATE COLLEGEPA16803CONSTRUCTION$4,549,408
ZARTMAN CONSTRUCTION INC
3000 POINT TOWNSHIP DRIVENORTHUMBERLANDPA17857CONSTRUCTION$4,402,964
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K103CntrctRcvdGreaterThan100KCnt
Government Grants$5,702,938GovernmentGrantsAmt
All Other Contributions$59,335,882AllOtherContributionsAmt
Noncash Contributions$4,183,072NoncashContributionsAmt
Total Contributions$65,038,820TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION & FEES611710$258,058,248$258,058,248
RESIDENCE HALLS & DINI611710$48,323,605$48,323,605
GOLF COURSE713910$1,144,731$1,144,731
RELATED AUXILIARY SVCS611710$756,308$756,308
SUMMER CONFERENCES721000$518,453$518,453
FieldValueIRS element (for citing)
Total Program Service Revenue$308,801,345TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,314,139TotalRevenueColumnAmt
Unrelated Business Revenue$1,457,839UnrelatedBusinessRevenueAmt
Exclusion$16,856,300ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1TotalRevenueColumnAmt
Exclusion$1ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$579,546,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$560,958,000SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$18,588,000SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,588,000TotalRevenueColumnAmt
Exclusion$18,588,000ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
OPERATIONS REVENUE611710$5,700,889$5,700,889
ATHLETICS RELATED REVE611710$3,988,019$3,988,019
SPONSORSHIP/ADVERTISIN900099$215,500$215,500

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$46,707TotalRevenueColumnAmt
Related Or Exempt Func Income$46,707RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$9,951,115OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$420,693,420TotalRevenueColumnAmt
Related Or Exempt Func Income$316,873,776RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$3,336,523UnrelatedBusinessRevenueAmt
Exclusion$35,444,301ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$234,846TotalAmt
Program Services$234,846ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$82,500,133TotalAmt
Program Services$82,500,133ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$14,598,889TotalAmt
Program Services$14,598,889ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$9,370,293TotalAmt
Program Services$4,224,543ProgramServicesAmt
Management And General$5,145,750ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$2,775,555TotalAmt
Program Services$1,794,938ProgramServicesAmt
Management And General$268,444ManagementAndGeneralAmt
Fundraising$712,173FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$127,139,117TotalAmt
Program Services$106,069,930ProgramServicesAmt
Management And General$13,692,075ManagementAndGeneralAmt
Fundraising$7,377,112FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$10,562,685TotalAmt
Program Services$8,759,250ProgramServicesAmt
Management And General$1,202,360ManagementAndGeneralAmt
Fundraising$601,075FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$29,995,421TotalAmt
Program Services$24,173,504ProgramServicesAmt
Management And General$3,736,914ManagementAndGeneralAmt
Fundraising$2,085,003FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$9,117,564TotalAmt
Program Services$7,361,184ProgramServicesAmt
Management And General$1,226,665ManagementAndGeneralAmt
Fundraising$529,715FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$558,464TotalAmt
Program Services$93,698ProgramServicesAmt
Management And General$458,591ManagementAndGeneralAmt
Fundraising$6,175FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$328,815TotalAmt
Management And General$328,815ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$7,403TotalAmt
Program Services$7,403ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$434,823TotalAmt
Fundraising$434,823FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$11,768,135TotalAmt
Management And General$11,768,135ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$29,588,264TotalAmt
Program Services$25,186,895ProgramServicesAmt
Management And General$3,658,349ManagementAndGeneralAmt
Fundraising$743,020FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$317,047TotalAmt
Program Services$181,238ProgramServicesAmt
Management And General$134,978ManagementAndGeneralAmt
Fundraising$831FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,358,959TotalAmt
Program Services$10,729,918ProgramServicesAmt
Management And General$249,613ManagementAndGeneralAmt
Fundraising$379,428FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$6,507,363TotalAmt
Program Services$5,098,177ProgramServicesAmt
Management And General$654,532ManagementAndGeneralAmt
Fundraising$754,654FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,261,355TotalAmt
Program Services$1,834,382ProgramServicesAmt
Management And General$25,926ManagementAndGeneralAmt
Fundraising$401,047FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$9,211,157TotalAmt
Program Services$7,904,322ProgramServicesAmt
Management And General$415,294ManagementAndGeneralAmt
Fundraising$891,541FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$5,568,164TotalAmt
Program Services$3,629,520ProgramServicesAmt
Management And General$1,938,644ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$28,484,965TotalAmt
Program Services$27,920,432ProgramServicesAmt
Management And General$564,533ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,911,789TotalAmt
Program Services$2,763,435ProgramServicesAmt
Management And General$148,354ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
REPAIR AND MAINTENANCE$14,529,554$13,435,597$858,862$235,095
MISCELLANEOUS$3,044,134$288,629$2,083,512$671,993
UTILITIES & FUEL$788,115$729,291$58,824
REAL ESTATE TAXES$320,219$177,353$133,534$9,332

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$414,283,228TotalAmt
Program Services$349,697,507ProgramServicesAmt
Management And General$48,693,880ManagementAndGeneralAmt
Fundraising$15,891,841FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$30,084,430BOYAmt
EOY$36,008,615EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$22,391,487BOYAmt
EOY$12,754,746EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$20,792,358BOYAmt
EOY$24,305,432EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,951,021BOYAmt
EOY$2,566,447EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$25,505,925BOYAmt
EOY$26,103,376EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$245,138BOYAmt
EOY$333,217EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,278,720BOYAmt
EOY$7,199,482EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$957,249,425LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$488,718,924LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$451,215,223BOYAmt
EOY$468,530,501EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$231,741,364BOYAmt
EOY$299,376,912EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$964,395,910BOYAmt
EOY$1,002,084,600EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY-$12,178,083BOYAmt
EOY-$13,334,380EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,744,423,493BOYAmt
EOY$1,865,928,948EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$117,020,524BOYAmt
EOY$114,598,465EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,654,247BOYAmt
EOY$6,247,205EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$155,973,459BOYAmt
EOY$163,416,720EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$433,867BOYAmt
EOY$390,531EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,822,943BOYAmt
EOY$5,012,041EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$281,905,040BOYAmt
EOY$289,664,962EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$619,465,901BOYAmt
EOY$652,409,038EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$843,052,552BOYAmt
EOY$923,854,948EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,462,518,453BOYAmt
EOY$1,576,263,986EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,744,423,493BOYAmt
EOY$1,865,928,948EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$6,410,192ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$92,371,354NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$14,963,987OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$39,142,250CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$59,648,416CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$36,924,156CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$39,331,786CurrentTaxYearMinus1YearAmt
Current Tax Year$65,038,820CurrentTaxYearAmt
Total$240,085,428TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$39,142,250CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$59,648,416CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$36,924,156CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$39,331,786CurrentTaxYearMinus1YearAmt
Current Tax Year$65,038,820CurrentTaxYearAmt
Total$240,085,428TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$40,983,230SubstantialContributorsTotAmt
Public Support Total170$199,102,198PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,467,146CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,127,837CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,761,365CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,614,010CurrentTaxYearMinus1YearAmt
Current Tax Year$16,856,300CurrentTaxYearAmt
Total$57,826,658TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$394,927CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,570,204CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$249,421CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,023,256CurrentTaxYearMinus1YearAmt
Current Tax Year$1,457,839CurrentTaxYearAmt
Total$9,695,647TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,610,261CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,171,606CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,222,132CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,303,840CurrentTaxYearMinus1YearAmt
Current Tax Year$9,735,615CurrentTaxYearAmt
Total$32,043,454TotalAmt
FieldValueIRS element (for citing)
Total Support$339,651,187TotalSupportAmt
Gross Receipts Rltd Activities$1,381,083,409GrossReceiptsRltdActivitiesAmt
Public Support CY1700.58620PublicSupportCY170Pct
Public Support PY1700.59490PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Volunteers0VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$7,403OtherActivitiesAmt
Total Lobbying Expenditures$7,403TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationDURING THE YEAR ENDED JUNE 30, 2025, BUCKNELL UNIVERSITY PAID MEMBERSHIP DUES TO VARIOUS HIGHER EDUCATION AND PROFESSIONAL ORGANIZATIONS ON BEHALF OF THE UNIVERSITY AND SOME INDIVIDUAL EMPLOYEES. THESE ORGANIZATIONS MAY AS PART OF THEIR NORMAL BUSINESS PARTICIPATE IN LOBBYING EFFORTS ON BEHALF OF IT'S MEMBERS AS A WHOLE. A REVIEW OF MEMBERSHIP DUES PAYMENTS REVEALED TWO INVOICES THAT INDICATED A VALUE AS TO THE AMOUNT OF ANNUAL DUES THAT WERE USED FOR LOBBYING. UNIVERSITY FUNDS EXPENDED ON ALL MEMBERSHIPS AND DUES REPRESENT LESS THAN ONE-HALF OF 1% OF THE UNIVERSITY'S TOTAL EXPENSES. THESE MEMBERSHIPS PROVIDE VALUABLE RESOURCES TO THE UNIVERSITY.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets SaleYes (1)SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,167,274,976BeginningYearBalanceAmt
Contributions$34,536,954ContributionsAmt
Investment Earnings Or Losses$123,911,082InvestmentEarningsOrLossesAmt
Grants Or Scholarships$17,330,584GrantsOrScholarshipsAmt
Other Expenditures$33,694,475OtherExpendituresAmt
Administrative Expenses$11,379,970AdministrativeExpensesAmt
End Year Balance$1,263,317,983EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,088,266,963BeginningYearBalanceAmt
Contributions$22,859,349ContributionsAmt
Investment Earnings Or Losses$113,880,041InvestmentEarningsOrLossesAmt
Grants Or Scholarships$17,110,543GrantsOrScholarshipsAmt
Other Expenditures$33,482,725OtherExpendituresAmt
Administrative Expenses$7,138,109AdministrativeExpensesAmt
End Year Balance$1,167,274,976EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,070,375,305BeginningYearBalanceAmt
Contributions$17,892,326ContributionsAmt
Investment Earnings Or Losses$57,358,735InvestmentEarningsOrLossesAmt
Grants Or Scholarships$17,158,795GrantsOrScholarshipsAmt
Other Expenditures$33,102,765OtherExpendituresAmt
Administrative Expenses$7,097,843AdministrativeExpensesAmt
End Year Balance$1,088,266,963EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,105,615,507BeginningYearBalanceAmt
Contributions$51,855,585ContributionsAmt
Investment Earnings Or Losses-$31,451,403InvestmentEarningsOrLossesAmt
Grants Or Scholarships$15,600,756GrantsOrScholarshipsAmt
Other Expenditures$31,623,497OtherExpendituresAmt
Administrative Expenses$8,420,131AdministrativeExpensesAmt
End Year Balance$1,070,375,305EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$844,765,606BeginningYearBalanceAmt
Contributions$27,381,046ContributionsAmt
Investment Earnings Or Losses$283,099,051InvestmentEarningsOrLossesAmt
Grants Or Scholarships$15,566,244GrantsOrScholarshipsAmt
Other Expenditures$32,042,558OtherExpendituresAmt
Administrative Expenses$2,021,394AdministrativeExpensesAmt
End Year Balance$1,105,615,507EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.32950BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.36490PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.30570TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,204,386OtherCostOrOtherBasisAmt
Book Value$5,204,386BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$712,129,672OtherCostOrOtherBasisAmt
Depreciation$302,625,623DepreciationAmt
Book Value$409,504,049BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$188,852,621OtherCostOrOtherBasisAmt
Depreciation$135,560,355DepreciationAmt
Book Value$53,292,266BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$51,062,746OtherCostOrOtherBasisAmt
Depreciation$50,532,946DepreciationAmt
Book Value$529,800BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$468,530,501TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
OTHER INVESTMENTS$164,906F
PRIVATE EQUITY FUNDS$608,854,426F
COMMINGLED OR BANK CUSTODIAL FUNDS$260,910,285F
HEDGE FUNDS$122,738,284F
FUNDS HELD IN TRUST BY OTHERS$9,416,699F
FieldValueIRS element (for citing)
Total Book Value Securities$1,002,084,600TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
FUNDS HELD FOR OTHERS$3,046,325
FUNDS HELD FOR STUDENT ORGANIZATIONS$1,965,714
ROUNDING$2
FieldValueIRS element (for citing)
Total Liability$5,012,041TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE UNIVERSITY RECORDS INCOME TAX LIABILITIES AND ASSETS USING A THRESHOLD OF MORE LIKELY THAN NOT FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE UNIVERSITY DOES NOT BELIEVE THAT THERE ARE ANY UNRECOGNIZED TAX BENEFITS OR COSTS THAT SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS.
PART III, LINE 1A - F/S FOOTNOTE FOR ART, TREASURES, ETC.AS PERMITTED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE UNIVERSITY DOES NOT CAPITALIZE WORKS OF ART, HISTORICAL ARTIFACTS, AND COLLECTIBLES, WHICH ARE PRINCIPALLY ACQUIRED BY DONATION.
PART III, LINE 4 - DESCRIPTION OF ORGANIZATION COLLECTIONSTHE UNIVERSITY HAS OBTAINED CERTAIN ART WORK, RARE BOOKS, AND HISTORICAL ARTIFACTS THAT ARE HELD IN SAFEKEEPING AT THE UNIVERSITY'S LIBRARY AND ART GALLERY. THESE ITEMS ARE USED FOR EDUCATIONAL PURPOSES AS THE UNIVERSITY IS A PRIVATE INSTITUTION OF HIGHER EDUCATION.
PART V, LINE 4 - INTENDED USES OF ENDOWMENT FUNDTHE UNIVERSITY'S ENDOWMENT FUND PROVIDES A RELATIVELY STABLE INVESTMENT INCOME STREAM TO THE UNIVERSITY'S OPERATIONS. AS NOTED IN SCHEDULE D, PART V, LINE 1(D), A SIGNIFICANT PORTION OF THAT INVESTMENT INCOME IS RESTRICTED BY ENDOWMENT DONORS FOR STUDENT SCHOLARSHIPS. THE REMAINING ENDOWMENT INVESTMENT INCOME PROVIDES ANNUAL SUPPORT TO VARIOUS PROGRAMS OF THE UNIVERSITY.
PART X - FASB ASC 740 FOOTNOTETHE UNIVERSITY RECORDS INCOME TAX LIABILITIES AND ASSETS USING A THRESHOLD OF MORE LIKELY THAN NOT FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE UNIVERSITY DOES NOT BELIEVE THAT THERE ARE ANY UNRECOGNIZED TAX BENEFITS OR COSTS THAT SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE UNIVERSITY'S RACIALLY NONDISCRIMINATORY POLICY IS AVAILABLE ON THE UNIVERSITY'S WEBSITE AND IS PRINTED IN UNIVERSITY PUBLICATIONS.
SCHEDULE E, PART I, LINE 6BUCKNELL UNIVERSITY RECEIVES RESEARCH GRANTS AND CONTRACTS FROM VARIOUS GOVERNMENTAL AGENCIES AS WELL AS FUNDS FOR STUDENT AID.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (25 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
CENTRAL AMERICASCHOLARSHIPS$407,709
EAST ASIA AND THE PACIFICSCHOLARSHIPS$4,523,289
EUROPESCHOLARSHIPS$5,036,406
MIDDLE EAST/NORTH AFRICASCHOLARSHIPS$319,670
NORTH AMERICASCHOLARSHIPS$445,482
RUSSIA AND N. STATESSCHOLARSHIPS$211,609
SOUTH AMERICASCHOLARSHIPS$357,562
SOUTH ASIASCHOLARSHIPS$858,846
SUB-SAHARAN AFRICASCHOLARSHIPS$2,388,913
CENTRAL AMERICAPROGRAM SERVICES$68,940STUDY ABROAD PRG
EAST ASIA AND THE PACIFICPROGRAM SERVICES$801,025STUDY ABROAD PRG
EUROPEPROGRAM SERVICES$2,309,134STUDY ABROAD PRG
SUB-SAHARAN AFRICAPROGRAM SERVICES$56,175STUDY ABROAD PRG
CENTRAL AMERICAPROGRAM SERVICES$7,208ACADEMIC AND RELATED
EAST ASIA AND THE PACIFICPROGRAM SERVICES$153,507ACADEMIC AND RELATED
EUROPEPROGRAM SERVICES$294,432ACADEMIC AND RELATED
MIDDLE EAST/NORTH AFRICAPROGRAM SERVICES$6,382ACADEMIC AND RELATED
NORTH AMERICAPROGRAM SERVICES$54,684ACADEMIC AND RELATED
RUSSIAPROGRAM SERVICES$709ACADEMIC AND RELATED
SOUTH AMERICAPROGRAM SERVICES$22,153ACADEMIC AND RELATED
SOUTH ASIAPROGRAM SERVICES$13,611ACADEMIC AND RELATED
SUB-SAHARAN AFRICAPROGRAM SERVICES$106,483ACADEMIC AND RELATED
CENTRAL AMERICAINVESTMENTS$144,539,926
EAST ASIA AND THE PACIFICINVESTMENTS$1,788,706
EUROPEINVESTMENTS$69,286,532
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$12,160,573SubtotalSpentAmt
Continuation Spent$221,898,520ContinuationSpentAmt
Total Spent$234,059,093TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionSUB-SAH. AFRICARegionTxt
Purpose Of GrantCOLLAB. RESEARCHPurposeOfGrantTxt
Cash Grant$49,402CashGrantAmt
Manner Of Cash DisbursementEFTMannerOfCashDisbursementTxt
Non Cash Assistance$0NonCashAssistanceAmt
Valuation Method UsedFMVValuationMethodUsedDesc

Foreign Individuals Grants ForeignIndividualsGrantsGrp (15 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOLARSHIPS TO NON-US CITIZENSCENTRAL AMERICA5$288,948
SCHOLARSHIPS TO NON-US CITIZENSEAST ASIA/PACIFIC71$3,508,480
SCHOLARSHIPS TO NON-US CITIZENSEUROPE37$2,390,062
SCHOLARSHIPS TO NON-US CITIZENSMID EAST/NORTH AFRICA6$271,170
SCHOLARSHIPS TO NON-US CITIZENSNORTH AMERICA8$445,482
SCHOLARSHIPS TO NON-US CITIZENSRUSSIA/N. STATES3$211,609
SCHOLARSHIPS TO NON-US CITIZENSSOUTH AMERICA5$167,556
SCHOLARSHIPS TO NON-US CITIZENSSOUTH ASIA12$858,846
SCHOLARSHIPS TO NON-US CITIZENSSUB-SAHARAN AFRICA31$2,195,751
SCHOLARSHIPS-BU STUDENTS ABROADCENTRAL AMERICA11$118,761
SCHOLARSHIPS-BU STUDENTS ABROADEAST ASIA/PACIFIC46$1,014,809
SCHOLARSHIPS-BU STUDENTS ABROADEUROPE160$2,646,345
SCHOLARSHIPS-BU STUDENTS ABROADMID EAST/NORTH AFRICA1$48,500
SCHOLARSHIPS-BU STUDENTS ABROADSOUTH AMERICA17$190,006
SCHOLARSHIPS-BU STUDENTS ABROADSUB-SAHARAN AFRICA7$193,162
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2 - GRANTMAKERS EXPLANATION FOR MONITORING USE OF FUNDS OUTSIDTHE UNIVERSITY PROVIDES GRANTS IN THE FORM OF UNIVERSITY SCHOLARSHIP FOR CERTAIN NON-US CITIZENS ATTENDING THE UNIVERSITY. THESE SCHOLARSHIPS ARE POSTED DIRECTLY TO THE RECIPIENT'S UNIVERSITY BILLING ACCOUNT AND, THUS, REDUCE TUITION, ROOM AND/OR BOARD FEES BILLED TO THE RECIPIENT. THE UNIVERSITY ALSO PROVIDES GRANTS IN THE FORM OF UNIVERSITY SCHOLARSHIP FOR CERTAIN BUCKNELL UNIVERSITY STUDENTS TO STUDY ABROAD. THESE SCHOLARSHIPS ARE POSTED DIRECTLY TO THE RECIPIENT'S UNIVERSITY BILLING ACCOUNT AND, THUS, REDUCES TUITION, ROOM AND/OR BOARD FEES BILLED TO THE RECIPIENT. THE MAJORITY OF THESE SCHOLARSHIPS ARE NEED-BASED FINANCIAL AID.
PART I, LINE 3F - METHOD OF ACCOUNTINGACCRUAL METHOD
PART II, LINE 1 - METHOD OF ACCOUNTINGACCRUAL METHOD
PART III, LINE 1 - METHOD OF ACCOUNTINGACCRUAL METHOD

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1SIMPSON SCARBOROUGH LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12000 DUKE STREET STE 300AddressLine1Txt
CityALEXANDRIACityNm
State AbbreviationVAStateAbbreviationCd
ZIP22314ZIPCd
FieldValueIRS element (for citing)
ActivityCAMPAIGN BRANDINGActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$430,323RetainedByContractorAmt
Net To Organization$0NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$430,323TotalRetainedByContractorsAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWYLicensedStatesCd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
GEISINGER CLINIC
100 NORTH ACADEMY AVENUEDANVILLEPA17822236291113$57,034$0COLLABORATIVE RESEARCH
UNIVERSITY OF CALIFORNIA
900 UNIVERSITY AVERIVERSIDECA92125946006142$67,531$0COLLABORATIVE RESEARCH
LAFAYETTE COLLEGE
730 HIGH STREETEASTONPA18040240795686$20,609$0COLLABORATIVE RESEARCH
KENYON COLLEGE
EATON CENTERGAMBIEROH43022314379507$48,482$0COLLABORATIVE RESEARCH
UNIVERSITY OF COLORADO
1800 GRANT STREET SUITE 600DENVERCO90203846000555$20,264$0COLLABORATIVE RESEARCH
INDIANA UNIVERSITY
400 E 7TH ST POPLARS 501BLOOMINGTONIN47405356001673$13,979$0COLLABORATIVE RESEARCH
WESTERN PENNSYLVANIA CONSERVANCY
800 WATERFRONT DRPITTSBURGHPA17604251053485$6,947$0COLLABORATIVE RESEARCH
FieldValueIRS element (for citing)
Total501c3 Org7Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPS TO ATTEND BUGrantTypeTxt
Recipient2382RecipientCnt
Cash Grant$82,500,133CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE UNIVERSITY PROVIDES GRANTS IN THE FORM OF UNIVERSITY SCHOLARSHIPS FOR CERTAIN INDIVIDUALS ATTENDING THE UNIVERSITY. THESE SCHOLARSHIPS ARE POSTED DIRECTLY TO THE RECIPIENT'S UNIVERSITY BILLING ACCOUNT AND, THUS, REDUCES TUITION, ROOM AND/OR BOARD FEES BILLED TO THE RECIPIENT. THE MAJORITY OF THESE SCHOLARSHIPS ARE NEED-BASED FINANCIAL AID.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (32 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOHN BRAVMAN
PRESIDENT$789,656$0$0$0$24,640$0$134,500$0$96,977$0$1,045,773$0$0$0
SCOTT ROSEVEAR
VP-ADVANCEMENT$411,820$0$103,500$0$7,738$0$3,331$0$57,457$0$583,846$0$0$0
PARAM BEDI
VP-LIBRARY & IT$383,377$0$42,500$0$779$0$34,500$0$36,503$0$497,659$0$0$0
KARIN RILLEY
GENERAL COUNSEL$379,403$0$46,750$0$850$0$34,500$0$30,450$0$491,953$0$0$0
NICOLE WHITEHEAD
VP-TALENT & HR$324,629$0$103,500$0$272$0$32,811$0$15,407$0$476,619$0$0$0
LISA KEEGAN
VP-ENROLLMENT$370,204$0$40,000$0$181$0$31,300$0$21,123$0$462,808$0$0$0
MARGOT VIGEANT
INTERIM PROVOST$314,738$0$0$0$777$0$31,708$0$59,176$0$406,399$0$0$0
HEATHER JOHNS
VP-COMMUNICATION$258,423$0$25,000$0$484$0$25,842$0$70,109$0$379,858$0$0$0
JERMAINE TRUAX
VP-ATHLETICS$292,956$0$0$0$181$0$31,108$0$53,001$0$377,246$0$0$0
KARL VOSS
DEAN-ARTS AND SCIENCES$268,401$0$0$0$1,135$0$28,072$0$63,553$0$361,161$0$0$0
JOHN GIRFFIN
COACH-M.BASKETBALL$295,742$0$0$0$235$0$29,983$0$30,501$0$356,461$0$0$0
BRAD PUTMAN
DEAN-ENGINEERING$299,189$0$0$0$307$0$30,547$0$18,053$0$348,096$0$0$0
JOE WILCK
PROFESSOR$277,289$0$0$0$181$0$25,251$0$37,969$0$340,690$0$0$0
DAVID CECCHINI
COACH-FOOTBALL$237,296$0$0$0$3,249$0$24,134$0$69,229$0$333,908$0$0$0
RAQUEL ALEXANDER
FORMER DEAN-MANAGEMENT$222,468$0$0$0$6,913$0$28,905$0$74,628$0$332,914$0$0$0
ANKUR PAREEK
PROFESSOR$255,465$0$0$0$181$0$23,701$0$36,762$0$316,109$0$0$0
ROBERT MIDKIFF
FORMER VP-STRATEGY$252,889$0$0$0$1,196$0$26,150$0$23,431$0$303,666$0$0$0
WILLIAM ROBERT MEEK
PROFESSOR$240,469$0$0$0$1,187$0$20,166$0$37,303$0$299,125$0$0$0
VERNESE EDGHILL-WALDEN
VP-EQUITY & INC$247,833$0$0$0$779$0$10,632$0$22,836$0$282,080$0$0$0
WENDY STERNBERG
PROVOST$240,104$0$0$0$392$0$20,215$0$19,421$0$280,132$0$0$0
MICHELLE ROEHM
DEAN OF MANAGEMENT$188,301$0$40,000$0$1,934$0$19,026$0$12,865$0$262,126$0$0$0
JOSH GRILL
AVP-UNIVERSITY ADVANCEMENT$193,192$0$8,000$0$272$0$21,112$0$38,843$0$261,419$0$0$0
KATHLEEN GRAHAM
AVP-UNVIVERSITY ADVANCEMENT$219,551$0$0$0$1,627$0$22,818$0$16,001$0$259,997$0$0$0
JEFF LOSS
AVP-FACILITIES$201,823$0$0$0$1,196$0$21,249$0$25,487$0$249,755$0$0$0
ELIZABETH STEWART
AVP-TREAS/CONTR$208,175$0$0$0$1,196$0$21,547$0$14,664$0$245,582$0$0$0
CINDY GUTHRIE
INTERIM DEAN-MANAGEMENT$209,998$0$0$0$711$0$21,177$0$2,065$0$233,951$0$0$0
E MERMANN-JOZWIAK
FORMER PROVOST$198,612$0$0$0$594$0$20,204$0$10,839$0$230,249$0$0$0
ERIN JABLONSKI
FMR INTERIM DEAN-ENGINEERING$182,857$0$0$0$8,554$0$17,488$0$14,280$0$223,179$0$0$0
CAROL KENNEDY
SECRETARY$175,501$0$0$0$767$0$18,763$0$23,898$0$218,929$0$0$0
TERESA MCKINNEY
INTERIM-DEAN OF STUDENTS$181,054$0$10,000$0$9,830$0$0$0$15,175$0$216,059$0$0$0
TIMOTHY PAVLECHKO
VP-ATHLETICS$164,652$0$0$0$779$0$17,205$0$14,770$0$197,406$0$0$0
H DANIEL HUNGERFORD
VP AND COO$115,333$0$30,000$0$1,150$0$11,850$0$6,467$0$164,800$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART 1, LINE 1A - RELEVANT INFORMATION REGARDING COMPENSATION BENEFITSFIRST CLASS OR CHARTER TRAVEL - THE PRESIDENT IS PERMITTED TO TRAVEL BY FIRST CLASS AIRFARE IN LIMITED CIRCUMSTANCES PER UNIVERSITY POLICY. FIRST CLASS TRAVEL COSTS ARE NOT CONSIDERED TAXABLE COMPENSATION. TRAVEL FOR COMPANIONS - TRAVEL COSTS OF COMPANIONS OF UNIVERSITY TRUSTEES, OFFICERS, AND KEY EMPLOYEES ARE REIMBURSED IN LIMITED CIRCUMSTANCES AND SUCH REIMBURSEMENT IS CONSIDERED TAXABLE INCOME TO THE TRUSTEE, OFFICER, OR KEY EMPLOYEE UNLESS THE COMPANION'S TRAVEL WOULD OTHERWISE BE CONSIDERED DEDUCTIBLE UNDER THE INTERNAL REVENUE CODE. ANY SUCH TAXABLE REIMBURSEMENTS TO COMPANIONS OF UNIVERSITY OFFICERS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). 2 OFFICERS/KEY-EMPLOYEES RECEIVED THIS BENEFIT DURING THE CURRENT TAX YEAR. TAX INDEMNIFICATION & GROSS UP PAYMENTS - TAX GROSS-UP PAYMENTS, CONSIDERED TAXABLE COMPENSATION, WERE PROVIDED TO 7 OFFICERS AND/OR KEY EMPLOYEES LISTED IN PART II OF SCHEDULE J FOR YEARS OF SERVICE RECOGNITION AWARDS/GIFTS AND/OR SPECIAL PROJECT AWARDS. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE - THE UNIVERSITY REQUIRES THE PRESIDENT AND PROVOST TO RESIDE IN SPECIFIC CAMPUS HOUSING. THE ESTIMATED FAIR RENTAL VALUE OF THE PERSONAL LIVING SPACE, INCLUDING UTILITIES, IS NOT CONSIDERED TAXABLE INCOME SINCE ON-CAMPUS RESIDENCY IS AN EMPLOYMENT REQUIREMENT IMPOSED BY THE UNIVERSITY. THE ESTIMATED FAIR VALUE IS INCLUDED IN SCHEDULE J. IN ADDITION, CERTAIN FACILITIES STAFF ARE RESPONSIBLE FOR THE MAINTENANCE OF THOSE BUILDINGS AND GROUNDS; WHILE OTHER STAFF ARE RESPONSIBLE FOR VARIOUS ACTIVITIES AND MEETINGS HOSTED AT THOSE PROPERTIES. NEITHER THE ALLOCABLE COSTS OF THOSE STAFF NOR INCIDENTAL PERSONAL BENEFIT OF HOSTED ACTIVITIES/MEETINGS ARE CONSIDERED TAXABLE COMPENSATION. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - CERTAIN EMPLOYEES HAVE GOLF MEMBERSHIPS AT THE UNIVERSITY OWNED GOLF COURSE. THE VALUE OF THESE DUES ARE TAXED AND REPORTED ON SCHEDULE J, PART II, COLUMN B(III). IN ADDITION, THE UNIVERSITY PAYS MEMBERSHIP DUES AT CERTAIN PRIVATE ESTABLISHMENTS FOR THE PURPOSE OF HOLDING BUSINESS OR FUNDRAISING EVENTS. PERSONAL SERVICES - THE UNIVERSITY PAYS FOR CERTAIN PERSONAL FINANCIAL PLANNING FOR THE PRESIDENT AND INCLUDES THOSE AMOUNTS AS TAXABLE COMPENSATION.
PART I, LINE 4 - RECEIVED SEVERANCE, SUPPLEMENTAL NQ RETIREMENT, EQUITY-BASDEFERRED COMPENSATION (SCHEDULE J, COLUMN C) FOR JOHN C. BRAVMAN INCLUDES $100,000 OF 457(F) AMOUNTS EARNED IN CALENDAR YEAR 2024 BUT NOT YET VESTED.
COMPENSATION FROM UNRELATED ORGANIZATIONSA SEPARATION AGREEMENT FOR OFFICER OCCURRED IN APRIL 2025. PAYMENTS OCCURRED IN AND WILL BE REPORTED ON THE 2025 FORM 990.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
UCHEFFA
A232228275906459FU12015-06-29$24,995,531ACQUISITION,CONSTRUCTION,RENOVATIONYes (1)00
UCHEFFA
B2322282752015-01-30$25,000,000ACQUISITION,CONSTRUCTION,RENOVATION000
UCHEFFA
C2322282752022-01-19$29,400,000REFUND 2020 TAXABLE BONDS000
UCHEFFA
D232228275906459GG12024-07-11$13,134,825ACQUISITION,CONSTRUCTION,RENOVATION000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$5,090,000$16,870,000$24,995,531$105,638$24,889,893201700Yes (1)Yes (1)
B$2,400,000$25,000,000$167,650$24,832,350201600Yes (1)Yes (1)
C$3,540,000$29,400,000202200Yes (1)Yes (1)
D$13,134,825$260,003$12,874,82220250Yes (1)0Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A000000Yes (1)
B000000Yes (1)
C000000Yes (1)
D000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A000Yes (1)0000Yes (1)
B00Yes (1)00000Yes (1)
C00Yes (1)00000Yes (1)
D00Yes (1)00000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IV - COLUMN A 2(C) - PERTAINING TO PART I ISSUE B (CUSIP:906459FU1)FormAndLineReferenceDesc
ExplanationREBATE REPORTS WERE ISSUED ON JULY 1, 2020 AND APRIL 2, 2025ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1UCHEFFABusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN232228275BondIssuerEIN
CUSIP906459GQ9CUSIPNum
Bond Issued2025-02-19BondIssuedDt
Issue Price$17,475,112IssuePriceAmt
PurposeREFUND 2015B BONDSPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Total Proceeds$17,475,112TotalProceedsAmt
Issuance Costs From Proceeds$297,700IssuanceCostsFromProceedsAmt
Substantial Completion2025SubstantialCompletionYr
Refunding Tax Exempt BondsYes (1)RefundingTaxExemptBondsInd
Refunding Taxable Bonds0RefundingTaxableBondsInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop0MgmtContractBondFincdPropInd
Any Research Agreements0AnyResearchAgreementsInd
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (1)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due Yet0RebateNotDueYetInd
Exception To RebateYes (1)ExceptionToRebateInd
No Rebate Due0NoRebateDueInd
Variable Rate Issue0VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (1)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (7 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
WENDELIN WRIGHT
SPOUSE-PRES.$194,069SALARY - PROFESSOR MECHANICAL ENGINEERING0
ERIC KENNEDY
SPOUSE-OFFICER$191,340SALARY - PROFESSOR MECHANICAL ENGINEERING0
JASON FEINGOLD
SPOUSE-OFFICER$125,022SALARY - SOFTWARE PROGRAMMER0
STEVEN STUMBRIS
SPOUSE-OFFICER$165,453SALARY - DIRECTOR BUSINESS DEVELOPMENT0
JOHN KEEGAN
SPOUSE-OFFICER$159,683SALARY - PRINCIPAN GIFT OFFICER0
JANEEN PUTMAN
SPOUSE-KEY EMPL$119,201SALARY - CENTER OPERATIONS DIRECTOR0
BRANDON VOGEL
SPOUSE-FMR KEYEM$170,442SALARY - PROFESSOR CHEMICAL ENGINEERING0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution96ContributionCnt
Noncash Contributions Rpt F990$4,183,072NoncashContributionsRptF990Amt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt

Archaeological Artifacts ArchaeologicalArtifactsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990Amt
Yes (X)SUPPLIERS26$0
Yes (X)ATHLETIC EQUIP1$0
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 33:AS PERMITTED UNDER ASC 958.605.25, WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ITEMS, THE UNIVERSITY DOES NOT CAPITALIZE ITS COLLECTIONS OF ARTWORK AND HISTORICAL COLLECTIONS FOR FINANCIAL STATEMENT PURPOSES. FURTHERMORE, CERTAIN DONATED GOODS INCIDENTAL TO UNIVERSITY OPERATIONS ARE ACKNOWLEDGED BY THE UNIVERSITY BUT NOT RECORDED IN REVENUES NOR EXPENSES FOR FINANCIAL STATEMENT PURPOSES.
PART ITHE UNIVERSITY IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED FOR ALL CATEGORIES.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1BUCKNELL IS A UNIQUE NATIONAL UNIVERSITY WHERE LIBERAL ARTS AND PROFESSIONAL PROGRAMS COMPLEMENT EACH OTHER. BUCKNELL EDUCATES STUDENTS FOR A LIFETIME OF CRITICAL THINKING AND STRONG LEADERSHIP CHARACTERIZED BY CONTINUED INTELLECTUAL EXPLORATION, CREATIVITY, AND IMAGINATION. A BUCKNELL EDUCATION ENABLES STUDENTS TO INTERACT DAILY WITH FACULTY WHO EXEMPLIFY A PASSION FOR LEARNING AND A DEDICATION TO TEACHING AND SCHOLARSHIP. BUCKNELL FOSTERS A RESIDENTIAL, CO-CURRICULAR ENVIRONMENT IN WHICH STUDENTS DEVELOP INTELLECTUAL MATURITY, PERSONAL CONVICTION AND STRENGTH OF CHARACTER, INFORMED BY A DEEP UNDERSTANDING OF DIFFERENT CULTURES AND DIVERSE PERSPECTIVES. BUCKNELL SEEKS TO EDUCATE OUR STUDENTS TO SERVE THE COMMON GOOD AND TO PROMOTE JUSTICE IN WAYS SENSITIVE TO THE MORAL AND ETHICAL DIMENSIONS OF LIFE. BUCKNELL'S RICH HISTORY AND HERITAGE WILL INFLUENCE ITS PLANNING FOR THE FUTURE. BUCKNELL'S POTENTIAL AS AN INSTITUTION OF HIGHER LEARNING EXTENDS BEYOND THAT OF A TRADITIONAL LIBERAL ARTS COLLEGE BY VIRTUE OF ITS LARGER SIZE AND EXPANSIVE PROGRAMS. THE UNIVERSITY'S BROADER SPECTRUM OF DISCIPLINES AND COURSES OF STUDY WITHIN A DIVERSE AND ACTIVE RESIDENTIAL CAMPUS COMMUNITY ENHANCE THE QUALITY OF ALL ASPECTS OF THE UNDERGRADUATE EXPERIENCE, BOTH IN AND OUT OF THE CLASSROOM.
FORM 990, PART VI, SECTION A, LINE 2THE FOLLOWING INDIVIDUALS HAVE BUSINESS RELATIONSHIPS WITH EACH OTHER BASED ON THEIR POSITIONS WITHIN THE UNIVERSITY'S RELATED ORGANIZATIONS. BUCKNELL UNIVERSITY: ELIZABETH D. STEWART AVP, TREASURER CONTROLLER/ASSISTANT SECRETARY; RONALD E. STAUFFER, II, EMPLOYEE; LORI WILSON, EMPLOYEE BUCKNELL REAL ESTATE: ELIZABETH D. STEWART, INTERIM PRESIDENT/VICE PRESIDENT, BOARD MEMBER; RONALD E. STAUFFER, II, BOARD MEMBER; LORI WILSON, SECRETARY/BOARD MEMBER BISON VENTURES: ELIZABETH D. STEWART, INTERIM PRESIDENT/VICE PRESIDENT, BOARD MEMBER; RONALD E. STAUFFER, II, SECRETARY/BOARD MEMBER
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS INTERNALLY PREPARED BY THE CONTROLLER'S OFFICE WITH INPUT FROM THE UNIVERSITY'S INVESTMENT OFFICE, UNIVERSITY ADVANCEMENT, THE OFFICE OF FINANCIAL AID, AND THE OFFICE OF GLOBAL AND OFF-CAMPUS EDUCATION. AN EXTERNAL REVIEW OF THE FORM 990 IS PERFORMED BY THE OUTSIDE TAX PREPARER. THE FINAL FORM 990 IS PROVIDED TO THE UNIVERSITY'S AUDIT, COMPLIANCE, AND RISK MANAGEMENT COMMITTEE FOR REVIEW. THE UNIVERSITY PROVIDES A COMPLETE COPY OF ITS FORM 990 ELECTRONICALLY TO ALL MEMBERS OF THE GOVERNING BODY BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CALL TRUSTEES, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AND SUBMIT AN ANNUAL CONFLICT OF INTEREST STATEMENT. ALL STATEMENTS ARE REVIEWED BY THE VP FOR FINANCE AND ADMINISTRATION DIVISION TO DETERMINE IF THE POSSIBLE CONFLICTS OF INTEREST NOTED ARE ACTUAL CONFLICTS AND WHAT ACTION SHOULD BE TAKEN INCLUDING PROHIBITING AN INDIVIDUAL FROM PARTICIPATING IN ANY DELIBERATIONS, DECISIONS OR TRANSACTIONS RELATED TO THE CONFLICT, AND WHETHER DISCLOSURES REGARDING THE CONFLICT SHOULD BE MADE IN FINANCIAL STATEMENTS OR OTHER DOCUMENTS.
FORM 990, PART VI, SECTION B, LINE 15ATHE PRESIDENT'S COMPENSATION WAS REVIEWED AND APPROVED BY THE EXECUTIVE RESOURCE COMMITTEE OF THE BOARD OF TRUSTEES. THE COMMITTEE USED VARIOUS SOURCES OF DATA, INCLUDING BUT NOT LIMITED TO, FINANCIAL AND LEGAL CONSULTANTS, OTHER ORGANIZATIONS' FORM 990S AND COMPENSATION SURVEYS. THERE IS A WRITTEN EMPLOYMENT CONTRACT IN PLACE WHICH IS SIGNED BY THE PRESIDENT AND THE CHAIRPERSON OF THE BOARD OF TRUSTEES. PART VI, 15B IN ADDITION, COMPENSATION OF CERTAIN OFFICERS AND KEY EMPLOYEES (THOSE EMPLOYEES REPORTING DIRECTLY TO THE PRESIDENT) ARE REVIEWED BY THE EXECUTIVE RESOURCE COMMITTEE AND APPROVED BY THE PRESIDENT OF THE UNIVERSITY. THE PRESIDENT AND COMMITTEE USED VARIOUS SOURCES OF DATA, INCLUDING BUT NOT LIMITED TO, OTHER ORGANIZATIONS' FORM 990S AND COMPENSATION SURVEYS. CONTEMPORANEOUS SUBSTANTIATION OF DELIBERATIONS ARE RECORDED AND KEPT.
FORM 990, PART VI, SECTION C, LINE 19THE UNIVERSITY HAS AUDITED FINANCIAL STATEMENTS AVAILABLE ON THE UNIVERSITY'S FINANCE OFFICE WEBSITE.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1BUCKNELL REAL ESTATE INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 MOORE AVENUEAddressLine1Txt
CityLEWISBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17837ZIPCd
FieldValueIRS element (for citing)
EIN273576298EIN
Primary ActivitiesREAL ESTATE PROPERTY MANAGEMENTPrimaryActivitiesTxt
Legal Domicile StatePALegalDomicileStateCd
Exempt Code Section501(C)(2)ExemptCodeSectionTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1BUCKNELL UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
BISON VENTURES INC
701 MOORE AVELEWISBURGPA17837264730096BOOKSTORE OPERATIONSPABUCKNELL UNIVERSITYC-$412,301-$2,895,1791.00000Yes (1)
CHARITABLE REMAIND TRUSTS (36)
1 DENT DR BUCKNELL UNIVERSITYLEWISBURGPA17837SUPPORT BUCKNELL UNIVERSITYPAT0N/A
CHARITABLE LEAD TRUSTS (1)
1 DENT DR BUCKNELL UNIVERSITYLEWISBURGPA17837SUPPORT BUCKNELL UNIVERSITYPAT0N/A
POOLED INCOME FUNDS (3)
1 DENT DR BUCKNELL UNIVERSITYLEWISBURGPA17837SUPPORT BUCKNELL UNIVERSITYPAT0N/A
FUNDS HELD TRUST BY OTHERS (1)
PO BOX 4655ATLANTAGA30302SUPPORT BUCKNELL UNIVERSITYCOT0N/A
FUNDS HELD TRUST BY OTHERS (1)
2951 CENTERVILLE ROADWILMINGTONDE19808SUPPORT BUCKNELL UNIVERSITYDET0N/A
FUNDS HELD TRUST BY OTHERS (1)
1100 NORTH MARKET STREETWILMINGTONDE19890SUPPORT BUCKNELL UNIVERSITYNYT0N/A
FUNDS HELD TRUST BY OTHERS (1)
625 S GARFIELD AVENUETRAVERSE CITYMI49685SUPPORT BUCKNELL UNIVERSITYMIT0N/A
FUNDS HELD TRUST BY OTHERS (1)
1712 GLENBROOK AVENUELANCASTERPA17603SUPPORT BUCKNELL UNIVERSITYPAT0N/A
FUNDS HELD TRUST BY OTHERS (1)
753 AMERIPRISE FINANCIAL CTRMINNEAPOLISMN55747SUPPORT BUCKNELL UNIVERSITYMNT0N/A
FUNDS HELD TRUST BY OTHERS (1)
18760 N PIMA ROADSCOTTSDALEAZ85255SUPPORT BUCKNELL UNIVERSITYKST0N/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset ExchangeYes (1)AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BUCKNELL REAL ESTATE INC
A$163,519ESTIMATED FMV
BUCKNELL REAL ESTATE INC
I$249,062ESTIMATED FMV
BUCKNELL REAL ESTATE INC
K$177,000ESTIMATED FMV
BUCKNELL REAL ESTATE INC
Q$67,313ESTIMATED FMV
BISON VENTURES INC
A$153,544ESTIMATED FMV
BISON VENTURES INC
L$135,941ESTIMATED FMV
BISON VENTURES INC
Q$261,040ESTIMATED FMV

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE R, PART V, 1(A)FormAndLineReferenceDesc
ExplanationAS PART OF A NEW MARKETS TAX CREDIT PROJECT IN LEWISBURG, PA, BUCKNELL UNIVERSITY LOANED $12,022,694 IN DECEMBER 2010 TO AN ENTITY CONTROLLED BY WELLS FARGO COMMUNITY INVESTMENT HOLDINGS, LLC. THAT ENTITY THEN LOANED THE $12,022,694 (LOAN A) AND AN ADDITIONAL $4,167,306 (LOAN B) TO WELLS FARGO COMMUNITY DEVELOPMENT ENTERPRISES 7, LLC, WHICH IN TURN LOANED THOSE FUNDS TO BUCKNELL REAL ESTATE, INC. IN DECEMBER 2010. THE FUNDS WERE USED FOR THE ACQUISITION AND IMPROVEMENT OF CERTAIN PROPERTIES IN LEWISBURG, PA. DURING THE 2018 TAX YEAR, THE UNIVERSITY WOUND DOWN THE NEW MARKETS TAX CREDIT PROJECT RESULTING IN THE ENTIRE LOAN BECOMING THE RESPONSIBILITY OF BUCKNELL REAL ESTATE, INC. THE LOANS REQUIRE INTEREST PAYABLE QUARTERLY AT 1.01% WITH PRINCIPAL PAYMENTS BEGINNING APRIL 1, 2018 THROUGH JANUARY 1, 2046. INTEREST DUE TO BUCKNELL UNIVERSITY FROM THE CONTROLLED ENTITY RELATING TO THE LOAN WAS $163,519 FOR THE YEAR ENDED JUNE 30, 2025.ExplanationTxt