LEHIGH UNIVERSITY: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: LEHIGH UNIVERSITY (EIN 24-0795445)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2025-04-25
IRS object ID: 202511159349301861
Schema version: 2023v6.0
Source: Download XML · Original 990 at ProPublica

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

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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-04-25T13:44:04-05:00	ReturnTs
Tax Period End	2024-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PwC US Tax LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2001 MARKET ST SUITE 1800	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	240795445	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LEHIGH UNIVERSITY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% S CROUCH CONTROLLER	InCareOfNm
Business Name Control	LEHI	BusinessNameControlTxt
Phone	6107583143	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	306 SOUTH NEW STREET 451 Suite 451	AddressLine1Txt
City	BETHLEHEM	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	18015	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DAVID HAMMER	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	6107583143	PhoneNum
Signature	2025-04-07	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOANNE KRUEGER DIRECTOR	PreparerPersonNm
PTIN	P01235586	PTIN
Phone	2673303000	PhoneNum
Preparation	2025-04-02	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JOSEPH J HELBLE	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	28 MEMORIAL DRIVE WEST	AddressLine1Txt
City	BETHLEHEM	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	18015	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,018,165,092	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.LEHIGH.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1866	FormationYr
Legal Domicile State	PA	LegalDomicileStateCd
Activity Or Mission	SEE SCHEDULE O	ActivityOrMissionDesc
Voting Members Governing Body	26	VotingMembersGoverningBodyCnt
Voting Members Independent	26	VotingMembersIndependentCnt
Total Employee	1900	TotalEmployeeCnt
Total Volunteers	1613	TotalVolunteersCnt
Total Gross UBI	-$1,200,022	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$764,808	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$98,653,218	PYContributionsGrantsAmt
CY Contributions Grants	$119,115,139	CYContributionsGrantsAmt
PY Program Service Revenue	$444,965,207	PYProgramServiceRevenueAmt
CY Program Service Revenue	$476,061,864	CYProgramServiceRevenueAmt
PY Investment Income	$151,197,537	PYInvestmentIncomeAmt
CY Investment Income	$152,311,096	CYInvestmentIncomeAmt
PY Other Revenue	$576,282	PYOtherRevenueAmt
CY Other Revenue	$1,007,779	CYOtherRevenueAmt
PY Total Revenue	$695,392,244	PYTotalRevenueAmt
CY Total Revenue	$748,495,878	CYTotalRevenueAmt
PY Grants And Similar Paid	$153,433,630	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$172,319,410	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$273,282,473	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$294,986,907	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$76,736	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$524,520	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$20,587,645	CYTotalFundraisingExpenseAmt
PY Other Expenses	$206,501,622	PYOtherExpensesAmt
CY Other Expenses	$222,496,624	CYOtherExpensesAmt
PY Total Expenses	$633,294,461	PYTotalExpensesAmt
CY Total Expenses	$690,327,461	CYTotalExpensesAmt
PY Revenues Less Expenses	$62,097,783	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$58,168,417	CYRevenuesLessExpensesAmt
Total Assets BOY	$3,127,359,714	TotalAssetsBOYAmt
Total Assets EOY	$3,269,250,521	TotalAssetsEOYAmt
Total Liabilities BOY	$684,989,727	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$672,009,154	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,442,369,987	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$2,597,241,367	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE UNIVERSITY'S GOAL IN THE COMING DECADE IS TO ADVANCE LEARNING THROUGH THE INTEGRATION OF TEACHING, RESEARCH AND SERVICE TO OTHERS. THE CORE OF THIS GOAL IS TO PREPARE GRADUATES TO ENGAGE WITH THE WORLD AND LEAD LIVES OF MEANING. TO DO THIS, THE UNIVERSITY COMMITS TO ACHIEVE NATIONAL AND INTERNATIONAL RESEARCH PROMINENCE; PROVIDE LEARNING EXPERIENCES GROUNDED IN FUNDAMENTAL, TRANSFERABLE SKILLS ACROSS ALL DISCIPLINES AND IN REAL WORLD CHALLENGES; PROMOTE STRATEGIC RISK-TAKING IN THE PRESENCE OF OPPORTUNITY AND ADVERSITY; SUPPORT SOCIAL, ENVIRONMENTAL AND ECONOMIC SUSTAINABILITY; PROVIDE MEANINGFUL CONNECTIONS AND PARTNERSHIPS WITH ALUMNI, SUPPORTERS, AND CITIZENS AROUND THE GLOBE; PROVIDE A ROBUST RETURN ON THE INVESTMENT IN A LEHIGH EDUCATION; AND PROMOTE A DIVERSE, INCLUSIVE, AND FINANCIALLY ACCESSIBLE ENVIRONMENT.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$438,317,752	ExpenseAmt
Grant	$156,717,528	GrantAmt
Revenue	$400,251,037	RevenueAmt
Desc	INSTRUCTION: LEHIGH IS AN INDEPENDENT, COEDUCATIONAL UNIVERSITY WITH PROGRAMS OFFERED IN FOUR COLLEGES: ARTS AND SCIENCES, BUSINESS AND ECONOMICS, EDUCATION, AND ENGINEERING AND APPLIED SCIENCES. AN INTERDISCIPLINARY MINDSET HAS LONG BEEN A PART OF THE LEHIGH CULTURE AND IS EVIDENT IN THE UNIVERSITY'S APPROACH TO TEACHING AND RESEARCH. LEHIGH'S UNDERGRADUATE AND GRADUATE STUDENTS WORK IN A COLLABORATIVE ENVIRONMENT, WHERE THEY HAVE THE OPPORTUNITY TO WORK CLOSELY WITH FACULTY, STAFF AND FELLOW STUDENTS IN A PERSONALIZED SETTING. FOUR OF LEHIGH'S FIVE COLLEGES OFFER UNDERGRADUATE, MASTERS AND DOCTORAL DEGREES, WHILE ONE COLLEGE OFFERS MASTERS AND DOCTORAL DEGREES ONLY. ALL FIVE COLLEGES COLLABORATE ON A VARIETY OF CROSS-DISCIPLINARY PROGRAMS AND FACULTY RESEARCH INITIATIVES ACROSS COLLEGES. LEHIGH OFFERS MORE THAN 50 UNDERGRADUATE AND GRADUATE DEGREES AND OFFERS MORE THAN 100 UNDERGRADUATE PROGRAMS AND MAJORS, FEATURING MORE THAN 2,100 COURSES. THERE ARE APPROXIMATELY 100 PROGRAMS OFFERED AT THE GRADUATE LEVEL. IN THE FALL OF 2023, LEHIGH UNDERGRADUATE ENROLLMENT WAS 5,782 FTE UNDERGRADUATE STUDENTS AND 1,370 FTE GRADUATE STUDENTS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$68,753,878	ExpenseAmt
Grant	$9,964,632	GrantAmt
Revenue	$699,104	RevenueAmt
Desc	RESEARCH: LEHIGH IS COMMITTED TO THE PURSUIT OF NEW KNOWLEDGE, CREATIVE DISCOVERY, SCHOLARLY INQUIRY, AND ESTABLISHING A VIBRANT INTELLECTUAL CULTURE THAT PERVADES THE CAMPUS COMMUNITY. FACULTY RESEARCH AND CREATIVE WORK HAS BEEN RECOGNIZED NATIONALLY AND INTERNATIONALLY BY HIGH HONORS FROM PEERS, SIGNIFICANT GRANTS AND FUNDING, PATENTS GRANTED, AND NUMEROUS AND VARIED AWARDS. LEHIGH FACULTY HAVE CONTRIBUTED TO ADVANCEMENTS IN THEIR DISCIPLINES AND HAVE BEEN AT THE FOREFRONT OF MAJOR DISCOVERIES THAT HAVE IMPROVED THE LIVES OF MILLIONS. THIS SCHOLARLY INQUIRY AND RESEARCH POSITIVELY IMPACTS AND ENHANCES THE LEARNING EXPERIENCE IN THE CLASSROOM. TOGETHER WITH TRADITIONAL FACULTY SCHOLARSHIP ACTIVITIES, APPROXIMATELY 700 ACTIVELY SUPPORTED RESEARCH PROJECTS WERE CONDUCTED IN FISCAL YEAR 2024.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$61,814,438	ExpenseAmt
Grant	$5,214,816	GrantAmt
Revenue	$63,912,049	RevenueAmt
Desc	AUXILIARY SERVICES: STUDENT LIFE AT LEHIGH CREATES A BALANCED EDUCATIONAL EXPERIENCE THAT INTEGRATES FORMAL STUDIES WITH RESIDENTIAL LIFE AND A VIBRANT ARRAY OF STUDENT ORGANIZATIONS AND ACTIVITIES. LEHIGH IS A CARING COMMUNITY DEEPLY COMMITTED TO HARMONIOUS CULTURAL DIVERSITY AS AN ESSENTIAL ELEMENT OF THE LEARNING ENVIRONMENT. IN ORDER THAT ALL MEMBERS OF THE LEHIGH COMMUNITY MIGHT DEVELOP AS EFFECTIVE AND ENLIGHTENED CITIZENS, THE UNIVERSITY ENCOURAGES PHYSICAL, SOCIAL, ETHICAL AND SPIRITUAL DEVELOPMENT AS WELL AS RIGOROUS INTELLECTUAL DEVELOPMENT. IN FISCAL YEAR 2024, APPROXIMATELY 3,529 UNDERGRADUATE STUDENTS RESIDED IN RESIDENCE HALLS, FRATERNITIES OR SORORITIES AND APPROXIMATELY 209 RESIDENTS OCCUPIED GRADUATE HOUSING ON LEHIGH'S CAMPUS.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$30,070,471	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$422,434	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$11,199,674	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$598,956,539	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	Yes (true)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (true)	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (true)	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	10122	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	1900	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (true)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	26	GoverningBodyVotingMembersCnt
Independent Voting Member	26	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AZ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	S CROUCH CONTROLLER	PersonNm
Phone	6107583143	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	306 S NEW STREET	AddressLine1Txt
City	BETHLEHEM	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	18015	ZIPCd

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

Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Key EmployeeKeyEmployeeInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
KRISTIN AGATONE
CHIEF INVESTMENT OFF.	40.0	0.0	Yes (X)	$1,442,147	$0	$42,006
JOSEPH J HELBLE
PRESIDENT	40.0	0.0		$957,276	$0	$55,072	Yes (X)
MICHAEL D GOULD
ASSOC DIR. INVEST. OFF.	40.0	0.0		$737,540	$0	$37,130		Yes (X)
NATHANIEL N URBAN
PROVOST	40.0	1.0		$668,637	$0	$53,229	Yes (X)
GEORGETTE C PHILLIPS
DEAN,COLL. BUS. & ECON.	40.0	0.0		$541,538	$0	$38,421		Yes (X)
PAUL BROCKMAN
PROFESSOR	40.0	0.0		$516,103	$0	$52,870		Yes (X)
FRANK A ROTH
GENERAL COUNSEL, SECRETARY	40.0	0.5		$465,763	$0	$52,993	Yes (X)
JOHN WELTY
PROVOST, WEST REG. OFF.	40.0	0.0		$465,078	$0	$45,431		Yes (X)
STEPHEN P DEWEERTH
DEAN,P.C.ROSSIN COLL OF ENG	40.0	0.0	Yes (X)	$440,963	$0	$56,217
MICHAEL J TODD
VP FINANCE & ADMIN	40.0	0.25		$440,480	$0	$48,796	Yes (X)
NAYAR NANDKUMAR
PROFESSOR	40.0	0.0		$397,943	$0	$45,370		Yes (X)
ROBERT A FLOWERS
DEAN,COLL. ARTS & SCI.	40.0	0.0	Yes (X)	$358,359	$0	$82,064
JOHN D SIMON
PROFESSOR/FORMER PRESIDENT	40.0	0.0		$313,301	$0	$58,867			Yes (X)
DAVID L HAMMER
TREASURER	40.0	0.0		$228,244	$0	$66,372	Yes (X)
PATRICK V FARRELL
PROFESSOR/FORMER PROVOST	40.0	0.0		$167,671	$0	$29,724			Yes (X)
VINCENT A FORLENZA
CHAIRMAN, BOARD OF TRUSTEES	3.0	0.0		$0	$0	$0				Yes (X)
JORDAN HITCH
VICE CHAIR, BOARD OF TRUSTEES	2.0	0.0		$0	$0	$0				Yes (X)
ANN LEWNES
VICE CHAIR, BOARD OF TRUSTEES	2.0	0.0		$0	$0	$0				Yes (X)
JEFFREY BOSLAND
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
PAUL A CAMUTI
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
JAY CLAYTON
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
ERIC A CLEMENT
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
FREDERICK R COLEMAN
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
SANDRA L DENTON
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
ANDREW D FREED
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
JULIE A FREHAFER
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
JAMES H GARRETT JR
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
FAITH R GLAZIER
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
COREY L HARRISON
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
CHRISTOPHER D HITE
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
MARY T KUSH
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
JAMES R MAIDA
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
KENDALL B O'BRIEN
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
MICHELE M SCARINGELLA
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
CHRISTOPHER M SCOTT
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
SARAT SETHI
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
ERIKA J SMITH
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
SANDRA L STELLING
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
STEPHEN S TANG
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
MARY BETH C TULLY
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
MARK R YEAGER
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$8,141,043	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$764,562	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	604	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
SODEXO INC AND AFFILIATES
PO BOX 360170	PITTSBURGH	PA	15251	FOOD SERVICE	$16,815,260
SKANSKA USA BUILDING INC
350 5TH AVE 32	NEW YORK	NY	10118	CONSTRUCTION MGMT	$15,192,399
ABM
PO BOX 198352	ATLANTA	GA	303848352	JANITORIAL SERVICES	$11,751,226
QUADRATUS CONSTRUCTION MANAGEMENT
4127 REDBUD DR W	WHITEHALL	PA	180521951	CONSTRUCTION MGMT	$4,228,213
HT LYONS INC
7165 AMBASSADOR DR	ALLENTOWN	PA	18106	CONSTRUCTION MGMT	$4,052,282

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	139	CntrctRcvdGreaterThan100KCnt
Fundraising	$27,225	FundraisingAmt
Government Grants	$57,889,929	GovernmentGrantsAmt
All Other Contributions	$61,197,985	AllOtherContributionsAmt
Noncash Contributions	$9,996,809	NoncashContributionsAmt
Total Contributions	$119,115,139	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
AUXILIARY OPERATIONS	900099	$63,912,049	$63,912,049
TUITION REVENUE	900099	$400,251,037	$400,251,037
OTHER SALES AND SERVICES	900099	$10,286,433	$9,444,689	$841,744
PROGRAM INVESTMENT INCOME	525990	$139,859	$139,859
ALL OTHER PROGRAM SERVICE REVENUE	713990	$1,472,486	$1,383,026	$89,460

Field	Value	IRS element (for citing)
Total Program Service Revenue	$476,061,864	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$36,003,275	TotalRevenueColumnAmt
Unrelated Business Revenue	-$2,131,226	UnrelatedBusinessRevenueAmt
Exclusion	$38,134,501	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$416,129	TotalRevenueColumnAmt
Exclusion	$416,129	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$854,752	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$248,324	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$606,428	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$606,428	TotalRevenueColumnAmt
Exclusion	$606,428	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$385,522,570	SecuritiesAmt
Other	$167,313	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$267,460,199	SecuritiesAmt
Other	$1,921,863	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$118,062,371	SecuritiesAmt
Other	-$1,754,550	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$116,307,821	TotalRevenueColumnAmt
Exclusion	$116,307,821	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$24,050	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$27,225	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$38,828	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$14,778	TotalRevenueColumnAmt
Exclusion	-$14,778	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$748,495,878	TotalRevenueColumnAmt
Related Or Exempt Func Income	$475,130,660	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$1,200,022	UnrelatedBusinessRevenueAmt
Exclusion	$155,450,101	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$7,351,514	TotalAmt
Program Services	$7,351,514	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$157,353,026	TotalAmt
Program Services	$157,353,026	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$7,614,870	TotalAmt
Program Services	$7,614,870	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$5,355,949	TotalAmt
Program Services	$989,706	ProgramServicesAmt
Management And General	$4,010,408	ManagementAndGeneralAmt
Fundraising	$355,835	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$218,241,121	TotalAmt
Program Services	$189,247,760	ProgramServicesAmt
Management And General	$20,020,583	ManagementAndGeneralAmt
Fundraising	$8,972,778	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$17,620,777	TotalAmt
Program Services	$14,937,949	ProgramServicesAmt
Management And General	$1,896,597	ManagementAndGeneralAmt
Fundraising	$786,231	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$39,702,823	TotalAmt
Program Services	$33,178,717	ProgramServicesAmt
Management And General	$4,782,309	ManagementAndGeneralAmt
Fundraising	$1,741,797	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$14,066,237	TotalAmt
Program Services	$11,891,371	ProgramServicesAmt
Management And General	$1,549,387	ManagementAndGeneralAmt
Fundraising	$625,479	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,933,951	TotalAmt
Program Services	$213,503	ProgramServicesAmt
Management And General	$1,705,588	ManagementAndGeneralAmt
Fundraising	$14,860	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$992,121	TotalAmt
Program Services	$17,780	ProgramServicesAmt
Management And General	$974,341	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$73,250	TotalAmt
Program Services	$73,250	ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$524,520	TotalAmt
Fundraising	$524,520	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$8,916,978	TotalAmt
Management And General	$8,916,978	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$33,830,089	TotalAmt
Program Services	$29,083,911	ProgramServicesAmt
Management And General	$4,198,937	ManagementAndGeneralAmt
Fundraising	$547,241	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$2,505,822	TotalAmt
Program Services	$2,080,743	ProgramServicesAmt
Management And General	$239,685	ManagementAndGeneralAmt
Fundraising	$185,394	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$33,536,326	TotalAmt
Program Services	$29,670,727	ProgramServicesAmt
Management And General	$2,350,371	ManagementAndGeneralAmt
Fundraising	$1,515,228	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$7,060,305	TotalAmt
Program Services	$3,990,546	ProgramServicesAmt
Management And General	$2,959,684	ManagementAndGeneralAmt
Fundraising	$110,075	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$45,495,267	TotalAmt
Program Services	$37,910,816	ProgramServicesAmt
Management And General	$5,590,366	ManagementAndGeneralAmt
Fundraising	$1,994,085	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$8,865,188	TotalAmt
Program Services	$8,183,862	ProgramServicesAmt
Management And General	$413,499	ManagementAndGeneralAmt
Fundraising	$267,827	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$5,099,145	TotalAmt
Program Services	$4,517,465	ProgramServicesAmt
Management And General	$379,916	ManagementAndGeneralAmt
Fundraising	$201,764	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$20,170,379	TotalAmt
Program Services	$15,949,727	ProgramServicesAmt
Management And General	$3,381,966	ManagementAndGeneralAmt
Fundraising	$838,686	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$41,930,743	TotalAmt
Program Services	$35,447,578	ProgramServicesAmt
Management And General	$4,618,644	ManagementAndGeneralAmt
Fundraising	$1,864,521	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$3,335,632	TotalAmt
Program Services	$815,921	ProgramServicesAmt
Management And General	$2,518,416	ManagementAndGeneralAmt
Fundraising	$1,295	FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
NONCAPITALIZED EQUIPMENT	$3,613,700	$3,298,069	$275,602	$40,029
ATHLETIC SUPPLIES	$819,453	$819,453
LIBRARY ACQUISITIONS	$4,318,275	$4,318,275

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$690,327,461	TotalAmt
Program Services	$598,956,539	ProgramServicesAmt
Management And General	$70,783,277	ManagementAndGeneralAmt
Fundraising	$20,587,645	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$26,246,000	BOYAmt
EOY	$25,464,993	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$30,378,547	BOYAmt
EOY	$43,205,706	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$8,821,271	BOYAmt
EOY	$10,316,195	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$1,716,161	BOYAmt
EOY	$1,270,010	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$9,796,964	BOYAmt
EOY	$10,781,942	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,527,474,579	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$735,283,322	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$766,215,510	BOYAmt
EOY	$792,191,257	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$637,744,213	BOYAmt
EOY	$760,053,755	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$1,623,269,362	BOYAmt
EOY	$1,600,601,092	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$6,970,637	BOYAmt
EOY	$7,412,179	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$16,201,049	BOYAmt
EOY	$17,953,392	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,127,359,714	BOYAmt
EOY	$3,269,250,521	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$55,033,331	BOYAmt
EOY	$59,739,429	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$14,699,831	BOYAmt
EOY	$14,621,071	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$172,999,285	BOYAmt
EOY	$165,630,417	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$318,561,504	BOYAmt
EOY	$318,624,882	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$123,695,776	BOYAmt
EOY	$113,393,355	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$684,989,727	BOYAmt
EOY	$672,009,154	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,180,544,594	BOYAmt
EOY	$1,230,983,847	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,261,825,393	BOYAmt
EOY	$1,366,257,520	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,442,369,987	BOYAmt
EOY	$2,597,241,367	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,127,359,714	BOYAmt
EOY	$3,269,250,521	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$58,168,417	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$86,247,441	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$10,455,522	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$84,595,339	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$91,013,549	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$108,346,936	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$98,653,218	CurrentTaxYearMinus1YearAmt
Current Tax Year	$119,115,139	CurrentTaxYearAmt
Total	$501,724,181	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$84,595,339	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$91,013,549	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$108,346,936	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$98,653,218	CurrentTaxYearMinus1YearAmt
Current Tax Year	$119,115,139	CurrentTaxYearAmt
Total	$501,724,181	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$0	SubstantialContributorsTotAmt
Public Support Total170	$501,724,181	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$17,509,345	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$26,120,543	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$58,823,991	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$32,557,319	CurrentTaxYearMinus1YearAmt
Current Tax Year	$37,274,156	CurrentTaxYearAmt
Total	$172,285,354	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	-$200,000	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	-$200,000	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$673,809,535	TotalSupportAmt
Gross Receipts Rltd Activities	$2,042,960,794	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.74461	PublicSupportCY170Pct
Public Support PY170	0.75591	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10	FormAndLineReferenceDesc
Explanation	Amounts reported on this line include miscellaneous revenue not classified as contributions, unrelated business income, gross income from investment activities as defined in Schedule A, Part II, Line 8, or related activity income.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$167,827	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$167,827	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$690,159,634	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$690,327,461	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	FilingOrganizationsTotalAmt

Field	Value	IRS element (for citing)
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$1,000,000	CurrentYearMinus3Amt
Current Year Minus2	$1,000,000	CurrentYearMinus2Amt
Current Year Minus1	$1,000,000	CurrentYearMinus1Amt
Current Year	$1,000,000	CurrentYearAmt
Total	$4,000,000	TotalAmt

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

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$212,203	CurrentYearMinus3Amt
Current Year Minus2	$230,258	CurrentYearMinus2Amt
Current Year Minus1	$216,821	CurrentYearMinus1Amt
Current Year	$167,827	CurrentYearAmt
Total	$827,109	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$250,000	CurrentYearMinus3Amt
Current Year Minus2	$250,000	CurrentYearMinus2Amt
Current Year Minus1	$250,000	CurrentYearMinus1Amt
Current Year	$250,000	CurrentYearAmt
Total	$1,000,000	TotalAmt

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

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$2,749,685	RevenuesIncludedAmt
Assets Included	$35,554,375	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Held Works Art		HeldWorksArtGrp
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,702,421,641	BeginningYearBalanceAmt
Contributions	$27,455,053	ContributionsAmt
Investment Earnings Or Losses	$188,513,307	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$29,838,408	GrantsOrScholarshipsAmt
Other Expenditures	$53,577,496	OtherExpendituresAmt
Administrative Expenses	$11,414,666	AdministrativeExpensesAmt
End Year Balance	$1,823,559,431	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,634,627,723	BeginningYearBalanceAmt
Contributions	$24,200,702	ContributionsAmt
Investment Earnings Or Losses	$126,515,703	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$27,903,423	GrantsOrScholarshipsAmt
Other Expenditures	$45,987,943	OtherExpendituresAmt
Administrative Expenses	$9,031,121	AdministrativeExpensesAmt
End Year Balance	$1,702,421,641	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,712,001,066	BeginningYearBalanceAmt
Contributions	$23,187,400	ContributionsAmt
Investment Earnings Or Losses	-$30,855,787	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$27,916,197	GrantsOrScholarshipsAmt
Other Expenditures	$31,908,241	OtherExpendituresAmt
Administrative Expenses	$9,880,518	AdministrativeExpensesAmt
End Year Balance	$1,634,627,723	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,304,310,182	BeginningYearBalanceAmt
Contributions	$19,852,240	ContributionsAmt
Investment Earnings Or Losses	$458,732,816	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$27,352,633	GrantsOrScholarshipsAmt
Other Expenditures	$42,106,539	OtherExpendituresAmt
Administrative Expenses	$1,435,000	AdministrativeExpensesAmt
End Year Balance	$1,712,001,066	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,354,789,406	BeginningYearBalanceAmt
Contributions	$12,055,783	ContributionsAmt
Investment Earnings Or Losses	$13,075,805	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$26,839,282	GrantsOrScholarshipsAmt
Other Expenditures	$41,868,530	OtherExpendituresAmt
Administrative Expenses	$6,903,000	AdministrativeExpensesAmt
End Year Balance	$1,304,310,182	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.30300	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.35400	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.34300	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (true)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$40,495,477	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$7,895,612	OtherCostOrOtherBasisAmt
Book Value	$48,391,089	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,022,266,637	OtherCostOrOtherBasisAmt
Depreciation	$482,872,740	DepreciationAmt
Book Value	$539,393,897	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$6,880,472	OtherCostOrOtherBasisAmt
Depreciation	$3,304,220	DepreciationAmt
Book Value	$3,576,252	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$253,924,317	OtherCostOrOtherBasisAmt
Depreciation	$196,630,331	DepreciationAmt
Book Value	$57,293,986	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$196,012,064	OtherCostOrOtherBasisAmt
Depreciation	$52,476,031	DepreciationAmt
Book Value	$143,536,033	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$792,191,257	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
ALTERNATIVE INVESTMENTS	$1,595,540,957	F
LIFE INSURANCE & OTHER INVEST	$3,396,765	F
REAL ESTATE	$1,663,370	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$1,600,601,092	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
ANNUITY PAYMENT LIABILITY	$17,999,631
POSTRETIREMENT BENEFIT LIABILI	$43,824,000
FIN47 ASSET RETIREMENT OBLIGAT	$6,370,737
DEPS HELD FOR OTHERS/REF STUD LOANS	$713,461
OTHER LIABILITIES	$1,939,332
P3 FINANCING OBLIGATION	$42,546,194

Field	Value	IRS element (for citing)
Total Liability	$113,393,355	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PART III, LINE 4	THE LEHIGH UNIVERSITY ART GALLERIES MAINTAIN AND DEVELOP THE UNIVERSITY'S PERMANENT ART COLLECTION EXHIBITIONS DESIGNED TO INSPIRE, DEVELOP AND PROMOTE VISUAL LITERACY AND CULTURAL UNDERSTANDING THROUGH CROSS-DISCIPLINARY EDUCATIONAL OPPORTUNITIES THAT SUPPLEMENT FORMAL CLASSROOM STUDY, AND SERVE AS AN EDUCATIONAL LABORATORY TO BENEFIT STUDENTS, FACULTY AND THE COMMUNITY-AT-LARGE AS PART OF THE UNIVERSITY LEARNING EXPERIENCE. THE ART GALLERY MAINTAINS AND DEVELOPS THE UNIVERSITY'S WORLD CLASS TEACHING COLLECTION OF OVER 20,000 OBJECTS AND PRESENTS APPROXIMATELY FOUR TO SIX EXHIBITIONS PER YEAR IN SEVEN CAMPUS GALLERIES.
SCHEDULE D, PART V	THE UNIVERSITY HAS ELECTED TO RECORD CONTRIBUTIONS NET OF TRANSFERS AND TO REPORT INVESTMENT RETURN NET OF ALL INVESTMENT EXPENSES. THIS APPROACH IS CONSISTENT WITH THE UNIVERSITY'S FINANCIAL STATEMENT PRESENTATION.
SCHEDULE D, PART V, LINE 4	THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 2,900 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES FUNDS THAT ARE ACTIVELY MANAGED BY THE UNIVERSITY AS PART OF A SINGLE COMMINGLED INVESTMENT POOL AS WELL AS LIMITED NUMBER OF INDIVIDUAL FUNDS THAT ARE SEPARATELY INVESTED OR HELD IN TRUST BY OTHERS. THE PRINCIPAL FINANCIAL OBJECTIVE OF THE ENDOWMENT POOL IS THAT THE REAL PURCHASING POWER OF THE ENDOWMENT PRINCIPAL SHOULD BE PRESERVED AND IF POSSIBLE ENHANCED TO HELP ENSURE THE UNIVERSITY'S FINANCIAL FUTURE. EARNINGS ON ENDOWMENT FUNDS ARE DESIGNATED FOR SCHOLARSHIPS, FELLOWSHIPS, PROFESSORSHIPS, CHAIRS, STUDENT LOANS AND OTHER PURPOSES. ENDOWMENT CONTRIBUTIONS INCLUDE GIFTS AS WELL AS TRANSFERS TO BOARD DESIGNATED ENDOWMENT FUNDS.
SCHEDULE D, PART X, LINE 2	THE UNIVERSITY HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(c)(3) OF THE UNITED STATES INTERNAL REVENUE CODE, EXCEPT FOR TAXES ON INCOME FROM ACTIVITIES UNRELATED TO ITS EXEMPT PURPOSE. THERE WAS NO PROVISION FOR INCOME TAXES DUE ON UNRELATED BUSINESS INCOME IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE UNIVERSITY AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE UNIVERSITY HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE UNIVERSITY, AND HAS CONCLUDED THAT AS OF JUNE 30, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE UNIVERSITY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTION; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (true)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (true)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	false	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (true)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (true)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (true)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (true)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	false	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	false	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	false	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	false	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	false	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	false	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	false	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	false	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (true)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	false	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (true)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE E, PART I, LINE 3

THE UNIVERSITY'S NONDISCRIMINATORY POLICY IS DISPLAYED ON THE UNIVERSITY'S GENERAL COUNSEL'S WEBSITE WITH A LINK FROM THE UNIVERSITY'S WEBSITE HOME PAGE. LEHIGH UNIVERSITY IS COMMITTED TO PROVIDING AN EDUCATIONAL, WORKING, CO-CURRICULAR, SOCIAL AND LIVING ENVIRONMENT FOR ALL THAT IS FREE FROM HARASSMENT AND DISCRIMINATION ON THE BASIS OF AGE, COLOR, DISABILITY, GENDER IDENTIY OR EXPRESSION, GENETIC INFORMATION, MARITAL OR FAMILIAL STATUS, NATIONAL OR ETHNIC ORIGIN, RACE, RELIGION, SEX, SEXUAL ORIENTATION, OR VETERAN STATUS. THE UNIVERSITY MEETS THE REQUIREMENTS OF SECTIONS 4.01 THROUGH 4.05 OF REV. PROC 75-50, COVERING RACIAL NONDISCRIMINATION BECAUSE IT DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS FROM AROUND THE U.S. AND WORLD, ENROLLS STUDENTS OF RACIAL MINORITY GROUPS IN MEANINGFUL NUMBERS, AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS.

SCHEDULE E, PART I, LINE 6A

LEHIGH UNIVERSITY RECEIVES FUNDS FROM VARIOUS FEDERAL AND STATE GOVERNMENTAL AGENCIES UNDER THEIR RESPECTIVE STUDENT FINANCIAL AID ASSISTANCE PROGRAMS. FEDERAL GRANT PROGRAMS INCLUDE THE PELL, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT, AS WELL AS FEDERAL WORK STUDY FUNDING, WHICH IS USED TO PROVIDE WORK OPPORTUNITIES FOR STUDENTS. THE STATE PROGRAM IS THE PA HIGHER EDUCATION ASSISTANCE AGENCY PROGRAM. GRANTS ARE ALSO RECEIVED FROM VARIOUS OTHER STATES. IN ADDITION, THE UNIVERSITY IS AWARDED RESEARCH GRANTS AND OTHER PROJECT GRANTS BY VARIOUS FEDERAL AND STATE AGENCIES.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (38 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt	EmployeeEmployeeCnt
East Asia and the Pacific	Fundraising	$5,751
East Asia and the Pacific	Program Services	$79,290	Research
East Asia and the Pacific	Program Services	$274,292	Global Educ. Exper.	1
East Asia and the Pacific	Send agents to seminar	$84,350
Europe (Including Iceland and Greenland)	Fundraising	$36,957
Europe (Including Iceland and Greenland)	Program Services	$376,376	Global Edu. Exper.	3
Europe (Including Iceland and Greenland)	Program Services	$105,600	Research
Europe (Including Iceland and Greenland)	Send agents to seminar	$307,532
Europe (Including Iceland and Greenland)	Investments	$177,373
Middle East and North Africa	Program Services	$21,704	Global Educ. Exper.	1
Middle East and North Africa	Send agents to seminar	$1,347
Middle East and North Africa	Program Services	$7,428	Research
Central America and the Caribbean	Fundraising	$6,128
Central America and the Caribbean	Send agents to seminar	$6,503
Central America and the Caribbean	Program Services	$16,832	Global Edu. Exper.
Central America and the Caribbean	Program Services	$12,927	Research
Central America and the Caribbean	Investments	$1,422,066
Russia and the Newly Independent States	Send agents to seminar	$1,473
Russia and the Newly Independent States	Program Services	$24,828	Global Educ. Exper.
Russia and the Newly Independent States	Program Services	$22,239	Research
South Asia	Send agents to seminar	$56,423
South Asia	Fundraising	$21,028
South Asia	Program Services	$7,702	Research
South Asia	Program Services	$36,248	Global Educ. Exper.
Sub-Saharan Africa	Program Services	$36,520	Research
Sub-Saharan Africa	Send agents to seminar	$11,218
Sub-Saharan Africa	Program Services	$79,613	Global Educ. Exper.
South America	Program Services	$51,799	Global Educ. Exper.	1
South America	Fundraising	$2,799
South America	Send agents to seminar	$18,847
South America	Program Services	$13,098	Research
South America	Investments	$15,000
North America	Program Services	$26,207	Research	1
North America	Send agents to seminar	$42,968
North America	Program Services	$159,849	Global Educ. Exper.	6
South America	Investments	$4,115,000
Central America and the Caribbean	Investments	$406,338,000
Europe (Including Iceland and Greenland)	Investments	$16,973,000

Field	Value	IRS element (for citing)
Subtotal Employees	5	SubtotalEmployeesCnt
Continuation Total Employee	8	ContinuationTotalEmployeeCnt
Total Employee	13	TotalEmployeeCnt
Subtotal Spent	$2,942,456	SubtotalSpentAmt
Continuation Spent	$428,053,859	ContinuationSpentAmt
Total Spent	$430,996,315	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

Field	Value	IRS element (for citing)
Region	East Asia and the Pacific	RegionTxt
Purpose Of Grant	RESEARCH	PurposeOfGrantTxt
Cash Grant	$89,100	CashGrantAmt
Manner Of Cash Disbursement	WIRE	MannerOfCashDisbursementTxt
Description Of Non Cash Asst	N/A	DescriptionOfNonCashAsstTxt
Valuation Method Used	N/A	ValuationMethodUsedDesc

Field	Value	IRS element (for citing)
Total Other Org	1	TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (17 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt	Valuation Method UsedValuationMethodUsedDesc
SCHOLARSHIP	Central America and the Caribbean	11	$501,660	CHECK	N/A	N/A
SCHOLARSHIP	East Asia and the Pacific	86	$1,704,675	CHECK	N/A	N/A
SCHOLARSHIP	Europe (Including Iceland and Greenland)	19	$648,571	CHECK	N/A	N/A
SCHOLARSHIP	Middle East and North Africa	12	$307,787	CHECK	N/A	N/A
SCHOLARSHIP	North America	5	$183,370	CHECK	N/A	N/A
SCHOLARSHIP	Russia and the Newly Independent States	13	$765,507	CHECK	N/A	N/A
SCHOLARSHIP	South America	10	$520,991	CHECK	N/A	N/A
SCHOLARSHIP	South Asia	53	$1,550,214	CHECK	N/A	N/A
SCHOLARSHIP	Sub-Saharan Africa	29	$1,056,364	CHECK	N/A	N/A
FELLOWSHIP	Russia and the Newly Independent States	1	$3,667	CHECK	N/A	N/A
FELLOWSHIP	East Asia and the Pacific	11	$150,312	CHECK	N/A	N/A
FELLOWSHIP	Europe (Including Iceland and Greenland)	1	$4,000	CHECK	N/A	N/A
FELLOWSHIP	Middle East and North Africa	1	$4,000	CHECK	N/A	N/A
FELLOWSHIP	North America	2	$17,818	CHECK	N/A	N/A
FELLOWSHIP	South America	3	$38,661	CHECK	N/A	N/A
FELLOWSHIP	South Asia	4	$25,433	CHECK	N/A	N/A
FELLOWSHIP	Sub-Saharan Africa	3	$42,740	CHECK	N/A	N/A

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	Yes (true)	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE F, PART I, LINE 2	Subrecipient grants - Lehigh University maintains a policy defining its procedures for monitoring the use of sponsored funds by subrecipients who are performing a portion of a sponsored project externally awarded to Lehigh. The policy provides guidance to ensure that subrecipients conduct their portions of sponsored projects in compliance with laws, regulations, terms and conditions of awards and subawards, and that reimbursed costs incurred by subrecipients are allowed. Other Assistance - Assistance offered from institutional funds to undergraduate Lehigh students is awarded on the basis of merit and/or financial need. The selection criteria is based on the calculated expected family contribution, which is derived by using complex formulas involving families' income, assets, and household sizes. The student financial aid office administers and monitors these grants using system-generated reviews, along with cross checks on an ad hoc basis. Results from these reviews are regularly evaluated. Subsequently, follow-up corrective actions are taken when appropriate, and potentially include award revisions or cancellations. These provisions are designed to help ensure that student assistance funds are awarded to eligible recipients, in accordance with applicable federal, state, institutional, and other program legislation, as well as relevant internal university policies and operational guidelines. Graduate assistance offered from institutional funds to our students consist of assistantships, fellowships and scholarships. Students can also apply for a variety of private, external fellowships and scholarships.
SCHEDULE F, PART I, LINE 3	INVESTMENT MANAGEMENT EXPENSES AND THE BOOK VALUE OF INVESTMENTS ARE REPORTED SEPARATELY FOR EACH REGION. ACTIVITIES AND EXPENDITURES OUTSIDE OF THE U.S. HAVE BEEN IDENTIFIED ON A REASONABLE EFFORTS BASIS WHERE SUCH ACTIVITIES WERE NOT TRACKED SEPARATELY UNDER THE UNIVERSITY'S ACCOUNTING PROCEDURES. THESE REASONABLE EFFORTS INCLUDED REVIEWS OF FINANCIAL RECORDS, INTERVIEWS WITH UNIVERSITY PERSONNEL, REVIEW OF THE UNIVERSITY'S WEBSITE AND PUBLICATIONS, ETC. EXPENDITURES OUTSIDE THE U.S. ARE REPORTED ON THE ACCRUAL BASIS OF ACCOUNTING AS ARE THE FINANCIAL STATEMENTS.
SCHEDULE F, PART III, COLUMN C	NOTE THAT FOREIGN INDIVIDUALS ARE DEFINED AS THOSE LIVING OUTSIDE THE U.S. AT THE TIME THE AID WAS AWARDED. THE ABOVE IS A BEST ESTIMATE BASED ON CERTAIN ASSUMPTIONS REGARDING WHERE PERSONS WERE LIVING WHEN THE AID WAS AWARDED AND DOES NOT REPRESENT THE DEGREE TO WHICH AID IS AWARDED TO INTERNATIONAL STUDENTS.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (true)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)

ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Retained By ContractorRetainedByContractorAmt
MARTS LUNDY
CAMPAIGN STRATEGY	false	$15,000
IDEAS UNITED
CAMPAIGN STRATEGY	false	$494,920
PLANNED GIVING MARKETING LLC
CAMPAIGN STRATEGY	false	$14,600

Field	Value	IRS element (for citing)
Total Retained By Contractors	$524,520	TotalRetainedByContractorsAmt
Licensed States	AK	LicensedStatesCd
Licensed States	AZ	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	DC	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	MT	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	WA	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	GOLF TOURNAMENT	Event1Nm
Gross Receipts Event1	$51,275	GrossReceiptsEvent1Amt
Charitable Contri Event1	$27,225	CharitableContriEvent1Amt
Gross Revenue Event1	$24,050	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$1,623	NonCashPrizesEvent1Amt
Food And Beverage Event1	$33,657	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$3,548	OtherDirectExpensesEvent1Amt
Event2	NONE	Event2Nm
Other Events Total	0	OtherEventsTotalCnt
Gross Receipts Total	$51,275	GrossReceiptsTotalAmt
Charitable Contributions Tot	$27,225	CharitableContributionsTotAmt
Gross Revenue Total Events	$24,050	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$1,623	NonCashPrizesTotalEventsAmt
Food And Beverage Total Events	$33,657	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$3,548	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$38,828	DirectExpenseSummaryEventsAmt
Net Income Summary	-$14,778	NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE G, PART I, LINE 2B, COLUMN (IV)	FormAndLineReferenceDesc
Explanation	PROFESSIONAL FUNDRAISING ASSISTANCE WAS NOT CONNECTED WITH ANY PARTICULAR FUNDRAISING CAMPAIGN AND THE UNIVERSITY IS CURRENTLY UNABLE TO TRACK THE REVENUE ASSOCIATED WITH THE PROFESSIONAL FUNDRAISERS' ASSISTANCE.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (47 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
CARNEGIE MELLON UNIVERSITY
PO BOX 371032	PITTSBURGH	PA	152507032	250969449	501(C)(3)	$1,174,601
BETHLEHEM ECONOMIC DEVELOPMENT CORP
10 E CHURCH ST	BETHLEHEM	PA	18018	232211627	501(C)(3)	$406,500
ARTSQUEST
25 W THIRD STREET	BETHLEHEM	PA	18015	232280560	501(C)(3)	$26,021
COMMONWEALTH UNIVERSITY OF PA
401 N FAIRVIEW ST	LOCK HAVEN	PA	177452342	232442881	GOVT	$28,059
HARVARD UNIVERSITY
PO BOX 415649	BOSTON	MA	022415649	042103580	501(C)(3)	$167,303	RESEARCH
COLUMBIA UNIVERSITY
PO BOX 29789	NEW YORK	NY	100879789	316025986	501(C)(3)	$46,644	RESEARCH
CORNELL UNIVERSITY
PO BOX 22	ITHACA	NY	148510022	150532082	501(C)(3)	$165,831
FLORIDA STATE UNIVERSITY
874 TRADITIONS WAY	TALLAHASSEE	FL	323064166	650385507	GOVT	$42,107	RESEARCH	PO BOX 3064166
TEACHERS COLLEGE COLUMBIA UNIVERSITY
525 WEST 120TH ST BOX 21	NEW YORK	NY	10027	131624202	501(C)(3)	$192,821
FLORIDA ATLANTIC UNIVERSITY
PO BOX 198660	ATLANTA	GA	303848660	650385507	GOVT	$83,418
UNIVERSITY OF CONNECTICUT
438 WHITNEY ROAD EXT UNIT 1133	STORRS	CT	062691133	060772160	GOVT	$97,439
TEXAS A&M
400 HARVEY MITCHELL PKWY S	COLLEGE STATION	TX	778454375	746000531	GOVT	$58,099		SUITE 300
THOMAS JEFFERSON UNIVERSTIY
1101 MARKET ST	PHILADELPHIA	PA	191072934	231352651	501(C)(3)	$37,817
HARVEY MUDD COLLEGE
301 PLATT BLVD	CLAREMONT	CA	91711	951911219	501(C)(3)	$13,800
REGENTS OF THE UNIVERSITY OF CALIFORNIA
PO BOX 741816	LOS ANGELES	CA	900741816	956006142	GOVT	$48,240
OHIO STATE UNIVERSITY
PO BOX 772398	DETROIT	MI	48277	316025986	GOVT	$1,061,637
UNIVERSITY OF KANSAS
3901 RAINBOW BLVD MS 1039	KANSAS CITY	KS	661608500	481124839	GOVT	$116,449
UNIVERSITY OF COLORADO
PO BOX 910220	DENVER	CO	802910220	846000555	GOVT	$212,273
UNIVERSITY OF MARYLAND
ROOM 4101 CHESAPEAKE BUILDING	COLLEGE PARK	MD	20742	526002033	GOVT	$32,381
UNIVERSITY OF TEXAS ARLINGTON
BOX 19136	ARLINGTON	TX	760190001	756000121	GOVT	$21,719
TRUSTEES OF THE UNIVERSITY OF PA
PO BOX 785541	PHILADELPHIA	PA	191785541	231352685	501(c)(3)	$39,948
UNIVERSITY OF TOLEDO
PO BOX 72327	CLEVELAND	OH	441920002	346401483	GOVT	$13,820
UNIVERSITY OF MASSACHUSETTS
100 VENTURE WAY SUITE 201	HADLEY	MA	01035	042103594	GOVT	$165,194
VANDERBILT UNIVERSITY
2301 VANDERBILT PL	NASHVILLE	TN	37240	620476822	501(C)(3)	$7,795
HISPANIC CENTER LEHIGH VALLEY
520 E 4TH ST	BETHLEHEM	PA	180151804	231882308	501(C)(3)	$52,050
PURDUE UNIVERSITY
23510 NETWORK PLACE	CHICAGO	IL	606731235	356002041	501(C)(3)	$61,622	RESEARCH
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE	CAMBRIDGE	MA	021394301	042103594	501(C)(3)	$324,616
REGENTS OF THE UNIVERSITY OF MICHIGAN
BOX 223131	PITTSBURGH	PA	152512131	386006309	GOVT	$78,521
SMITHSONIAN
24411 NETWORK PL	CHICAGO	IL	606731243	530206027	501(C)(3)	$98,849
UNIVERSITY OF WISCONSIN-MADISON
PO Box 538	MILWAUKEE	WI	53201	396006492	GOVT	$31,433
TRUSTEES OF PRINCETON UNIVERSITY
701 CARNEGIE CTR STE 443	PRINCETON	NJ	085406242	210634501	501(C)(3)	$220,387
UNIVERSITY OF VIRGINIA
PO BOX 400195 OFFICE SPONSORED PRO	CHARLOTTESVILLE	VA	229044195	546001796	GOVT	$790,921
BHUTANESE COMMUNITY IN HARRISBURG
95 SHANNON DRIVE	HARRISBURG	PA	17112	452517325	GOVT	$13,680
BOSTON CHILDRENS HOSPITAL
PO BOX 414413	BOSTON	MA	022414413	042774441	501(C)(3)	$5,979
DA VINCI DISCOVERY CENTER OF SCIENCE & TECHNOLOGY
3145 HAMILTON BLVD BYPASS	ALLENTOWN	PA	18103	232824084	501(C)(3)	$54,731
DREXEL UNIVERSITY
PO BOX 95000	PHILADELPHIA	PA	19195	231352630	501(C)(3)	$48,441
GEORGIA TECH RESEARCH CORP
PO BOX 100117	ATLANTA	GA	30384	580603146	501(C)(3)	$264,631
GREATER L V CHAMBER OF COMMERCE
158 A NORTHAMPTON ST	EASTON	PA	18042	230337580	501(C)(6)	$5,900
GTI ENERGY
PO BOX 74008869	CHICAGO	IL	606748869	362170137	501(C)(3)	$30,225
LOUISIANA STATE UNIVERSITY
240 THOMAS BOYD HALL	BATON ROUGE	LA	70803	726000848	501(C)(3)	$277,782
LVEDC
520 N NEW ST	BETHLEHEM	PA	18018	232798276	501(C)(3)	$29,737
NEW YORK UNIVERSITY
PO BOX 415026	BOSTON	MA	022415026	135562308	501(C)(3)	$12,026
PROMISE NEIGHBORHOODS OF THE LEHIGH VALLEY
333 W UNION STREET	ALLENTOWN	PA	181025401	464977927	501(C)(3)	$19,462
UNIVERSITY OF TEXAS
PO BOX 7159	AUSTIN	TX	787137159	746000203	GOVT	$192,586
VIRGINIA TECH
300 TURNER ST NW	BLACKSBURG	VA	240616100	546001805	GOVT	$13,201
WEST VIRGINIA UNIVERSITY
PO BOX 6001	MORGANTOWN	WV	265066001	556000842	GOVT	$142,783
MEMORIAL SLOAN KETTERING CANCER CENTER
PO BOX 27084	NEW YORK	NY	100877084	131624182	501(C)(3)	$8,380

Field	Value	IRS element (for citing)
Total501c3 Org	47	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIPS AND FELLOWSHIPS	GrantTypeTxt
Recipient	4468	RecipientCnt
Cash Grant	$157,353,026	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE I, PART III

INDIVIDUALS IN THE U.S. ARE DEFINED AS THOSE LIVING IN THE U.S. AT THE TIME THE AID WAS AWARDED. THE ABOVE IS A BEST ESTIMATE BASED ON CERTAIN ASSUMPTIONS REGARDING WHERE PERSONS WERE LIVING WHEN THE AID WAS AWARDED AND DOES NOT REPRESENT THE DEGREE TO WHICH AID IS AWARDED TO INTERNATIONAL STUDENTS.

SCHEDULE I, PART I

Subrecipient grants - Lehigh University maintains a policy defining its procedures for monitoring the use of sponsored funds by subrecipients who are performing a portion of a sponsored project externally awarded to Lehigh. The policy provides guidance to ensure that subrecipients conduct their portions of sponsored projects in compliance with laws, regulations, terms and conditions of awards and subawards, and that reimbursed costs incurred by subrecipients are allowed. Other Assistance - Undergraduate assistance offered from institutional funds to our undergraduate students is awarded on the basis of merit and/or financial need. The selection criteria is based on the calculated expected family contribution, which is derived by using complex formulas involving families' income, assets, and household sizes. The student financial aid office administers and monitors these grants using system-generated reviews, along with cross checks on an ad hoc basis. Results from these reviews are regularly evaluated. Subsequently, follow-up corrective actions are taken when appropriate, and potentially include award revisions or cancellations. These provisions are designed to help ensure that student assistance funds are awarded to eligible recipients, in accordance with applicable federal, state, institutional, and other program legislation, as well as relevant internal university policies and operational guidelines. Graduate assistance offered from institutional funds to our students consists of assistantships, fellowships and scholarships. Students can also apply for a variety of private, external fellowships and scholarships.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt
JOSEPH J HELBLE
PRESIDENT	$792,084	$118,084	$47,108	$44,153	$10,919	$1,012,348
NATHANIEL N URBAN
PROVOST	$661,155		$7,482	$29,935	$23,294	$721,866
FRANK A ROTH
GENERAL COUNSEL, SECRETARY	$459,545		$6,218	$36,535	$16,458	$518,756
DAVID L HAMMER
TREASURER	$225,919		$2,325	$25,706	$40,666	$294,616
KRISTIN AGATONE
CHIEF INVESTMENT OFF.	$547,573	$893,981	$593	$36,535	$5,471	$1,484,153
STEPHEN P DEWEERTH
DEAN,P.C.ROSSIN COLL OF ENG	$430,984		$9,979	$36,535	$19,682	$497,180
ROBERT A FLOWERS
DEAN,COLL. ARTS & SCI.	$356,790		$1,569	$36,535	$45,529	$440,423
GEORGETTE C PHILLIPS
DEAN,COLL. BUS. & ECON.	$521,729	$12,000	$7,809	$36,535	$1,886	$579,959
NAYAR NANDKUMAR
PROFESSOR	$393,460		$4,483	$36,535	$8,835	$443,313
PAUL BROCKMAN
PROFESSOR	$510,860		$5,243	$36,535	$16,335	$568,973
MICHAEL D GOULD
ASSOC DIR. INVEST. OFF.	$305,385	$431,880	$275	$30,349	$6,781	$774,670
JOHN D SIMON
PROFESSOR/FORMER PRESIDENT	$309,202		$4,099	$35,648	$23,219	$372,168
PATRICK V FARRELL
PROFESSOR/FORMER PROVOST	$165,060		$2,611	$18,945	$10,779	$197,395
MICHAEL J TODD
VP FINANCE & ADMIN	$438,968		$1,512	$23,335	$25,461	$489,276
JOHN WELTY
PROVOST, WEST REG. OFF.	$458,875		$6,203	$36,535	$8,896	$510,509

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1A	FIRST CLASS TRAVEL: PRESIDENT HELBLE TRAVELED FIRST CLASS ON A FEW OCCASIONS DURING FISCAL YEAR 2024. PRESIDENT HELBLE'S CONTRACT ALLOWS HIM TO TRAVEL BUSINESS CLASS TO ALLOW HIM TO WORK ON HIS FLIGHTS SO HE CAN BE PREPARED FOR HIS MEETINGS WHEN HE LANDS. THESE TRIPS ARE ALSO OFTEN BOOKED LAST MINUTE AND SOME AIRLINES COMBINE BUSINESS CLASS WITH FIRST CLASS. HOUSING ALLOWANCE: THE AMOUNT REPORTED IN COLUMN D OF PART II FOR JOSEPH HELBLE INCLUDES THE ESTIMATED ANNUAL LEASE VALUE FOR THE PRESIDENT'S HOUSE. DR. HELBLE WAS REQUIRED TO RESIDE IN A HOUSE ON CAMPUS. THE PRESIDENT'S HOUSE SERVED NOT ONLY AS A RESIDENCE, BUT ALSO AS A HOST LOCATION FOR MANY UNIVERSITY EVENTS. CLEANING SERVIES WERE ALSO PROVIDED FOR THE HOUSE. THE HOUSING ALLOWANCE WAS REPORTABLE AS TAXABLE COMPENSATION. CLUB DUES AND INITIATION FEES: LEHIGH UNIVERSITY OFFERS A SUBSIDY OF COUNTRY CLUB INITIATION AND MEMBERSHIP DUES TO ELIGIBLE EMPLOYEES IN KEY POSITIONS FOR THE PURPOSE OF FUNDRAISING AND DONOR RELATION ACTIVITIES. THE TERMS OF THE SUBSIDY PROGRAM WERE APPROVED BY THE BOARD OF TRUSTEES COMPENSATION COMMITTEE. THE PRESIDENT RECEIVES A FULL SUBSIDY. ANY PERSONAL USE OF THE SOCIAL CLUB FACILITIES IS REPORTED AS TAXABLE COMPENSATION. PERSONAL SERVICES: THE UNIVERSITY PROVIDES THE SERVICES OF A DRIVER FOR BUSINESS TRANSPORTATION FOR THE PRESIDENT, TRUSTEES, VISITING DIGNITARIES AND OTHER SENIOR UNIVERSITY LEADERS.
SCHEDULE J, PART I, LINE 4B	DR JOSEPH HELBLE AND DR JOHN SIMON PARTICIPATE IN A 457(F) PLAN. IN KEEPING WITH THE UNIVERSITY POLICY FOR ALL OF THE PRESIDENTS' COMPENSATION AND BENEFITS, THE TERMS OF THIS PLAN WERE APPROVED BY THE BOARD OF TRUSTEES COMPENSATION SUBCOMMITTEE.
SCHEDULE J, PART 1, LINE 7	CERTAIN STAFF IN THE UNIVERSITY'S INVESTMENT OFFICE ARE ELIGIBLE FOR BONUS COMPENSATION THAT IS BASED UPON THE UNIVERSITY'S LONG TERM INVESTMENT PORTFOLIO PERFORMANCE. THE CRITERIA FOR SUCH COMPENSATION IS ESTABLISHED BY THE COMPENSATION SUBCOMMITTEE OF THE UNIVERSITY'S BOARD IN CONSULTATION WITH THE INVESTMENT SUBCOMMITTEE.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
NCGPA - SERIES 2004
A	233007498	663507BY6	2004-05-19	$50,000,000	VARIOUS CAPITAL PROJECTS	false	false	false
NCGPA - SERIES 2007
B	233007498	663507BZ3	2007-02-01	$53,931,267	REFUND 8/24/06 AND 1/19/00 BONDS	false	false	false
NCGPA - SERIES 2016
C	233007498	663507CW9	2016-10-06	$105,101,536	REF PART 2007 & REF ALL 2009 BONDS	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$0	$0	$50,397,724	$0	$0	$0	$484,773	$0	$0	$49,912,951	$0	$0	2004	false	false	Yes (true)	Yes (true)
B	$46,860,000	$0	$53,931,267	$0	$0	$0	$766,267	$0	$0	$0	$53,165,000	$0	2007	Yes (true)	false	Yes (true)	Yes (true)
C	$4,345,000	$0	$105,101,536	$0	$0	$0	$451,024	$0	$0	$0	$104,650,512	$0	2009	Yes (true)	Yes (true)	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	0.00120	0.00240	0.00360	Yes (true)
B	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	0.00040	0.00180	0.00220	Yes (true)
C	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	0.00440	0.00140	0.00580	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd	Term Of HedgeTermOfHedgePct	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd
0
A	false	false	Yes (true)	false	Yes (true)	false	false	0	false
0
B	false	false	Yes (true)	false	Yes (true)	false	false	0	false
WELLS FARGO BANK
C	false	false	Yes (true)	false	Yes (true)	Yes (true)	false	0	false	23.1	false	false

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)
C	Yes (true)

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE K, PART I, COLUMN A, ALL ISSUES	ISSUER NAME - NORTHAMPTON COUNTY GENERAL PURPOSE AUTHORITY
SCHEDULE K, PART II, LINE 11, COLUMNS A, B & C	THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS THAT ARE NO LONGER IN ESCROW
SCHEDULE K, PART III, LINE 3B & 3D, ALL ISSUES	RESEARCH AGREEMENTS AND MANAGEMENT SERVICE CONTRACTS RELATING TO FINANCED PROPERTY ARE ROUTINELY REVIEWED BY THE UNIVERSITY'S IN-HOUSE LEGAL COUNSEL, WHOSE STAFF ENGAGE BOND COUNSEL OR OTHER OUTSIDE COUNSEL FOR ADDITIONAL LEGAL AND COMPLIANCE ADVICE WHEN NECESSARY. THERE WERE NO RESEARCH AGREEMENTS OR MANAGEMENT AND SERVICE CONTRACTS WHICH REQUIRED ENGAGING OUTSIDE COUNSEL IN FISCAL YEAR 2024.
SCHEDULE K, PART III, LINE 4	THE PRIVATE USE PERCENTAGE DISCLOSED REPRESENTS THE PRIVATE BUSINESS USE FOR THE ENTIRE ISSUE, WHICH MAY INCLUDE PROCEEDS THAT REFUNDED BONDS ISSUED PRIOR TO JANUARY 1, 2003. AS SUCH THE ACTUAL PRIVATE BUSINESS USE PERCENTAGE OF A PARTICULAR BOND MAY VARY SLIGHTLY FROM THE PERCENTAGE REPORTED.
SCHEDULE K, PART IV, LINE 4B	AS A COMPONENT OF DEBT PORTFOLIO, THE UNIVERSITY ENTERED INTO INTEREST RATE SWAP AGREEMENTS THAT EFFECTIVELY CONVERT CERTAIN VARIABLE REVENUE BOND OBLIGATIONS TO FIXED RATES OR REDUCE THE UNIVERSITY'S EFFECTIVE INTEREST RATE.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	8	ContributionCnt
Noncash Contributions Rpt F990	$2,749,685	NoncashContributionsRptF990Amt
Method Of Determining Revenues	EXPERT OPINION	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	171	ContributionCnt
Noncash Contributions Rpt F990	$7,247,124	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp
Form8283 Received	3	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (true)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE M, LINE 32A	FormAndLineReferenceDesc
Explanation	ON RARE OCCASIONS, LEHIGH UNIVERSITY WILL USE THIRD PARTY ORGANIZATIONS TO SELL ART CONTRIBUTIONS WHEN SPECIFIED UNDER THE TERMS OF THE GIFT AGREEMENT OR BEQUEST. THE PROCEEDS FROM ANY THIRD PARTY ORGANIZATION SALES ARE USED SOLELY FOR THE ENHANCEMENT OF THE ART COLLECTION.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 1	LEHIGH UNIVERSITY STRIVES TO EARN INTERNATIONAL PROMINENCE AS A UNIVERSTY OF SPECIAL DISTINCTION AND PROVIDE STUDENTS WITH OPPORTUNITIES FOR SUCCESS THROUGH ITS INTEGRATION OF TEACHING, RESEARCH AND SERVICE TO SOCIETY.
FORM 990, PART VI, SECTION B, LINE 11A	THE UNIVERSITY PROVIDES A COPY OF THE 990 TO ALL MEMBERS OF THE BOARD PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 11B	THE DRAFT 990 IS REVIEWED BY APPROPRIATE SENIOR MANAGEMENT AT THE UNIVERSITY AND AN OUTSIDE PUBLIC ACCOUNTING FIRM. AFTER THIS REVIEW IS COMPLETE, A COPY OF THE FINAL RETURN IS PROVIDED TO EACH MEMBER OF THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. AFTER THE REVIEW OF THE AUDIT COMMITTEE, ON BEHALF OF THE FULL BOARD OF TRUSTEES, A COPY OF THE FINAL RETURN IS PROVIDED TO ALL MEMBERS OF THE BOARD AND THE RETURN IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C	EACH YEAR, ON BEHALF OF THE BOARD OF TRUSTEES, THE CORPORATE SECRETARY AND THE INTERNAL AUDIT OFFICE FORWARD A COPY OF THE UNIVERSITY'S CONFLICT OF INTEREST POLICY TO ALL TRUSTEES, OFFICERS, FULL-TIME FACULTY AND EXEMPT STAFF MEMBERS. THEY ENSURE THAT EACH INDIVIDUAL RESPONDS THAT THEY HAVE READ AND AGREE TO ABIDE BY THE POLICY. THE CORPORATE SECRETARY AND THE INTERNAL AUDIT OFFICE REVIEW THE QUESTIONNAIRE RESPONSES AND ATTEMPT TO RESOLVE ANY SIGNIFICANT CONFLICTS WITH THE INDIVIDUALS. IF A CONFLICT CANNOT BE IMMEDIATELY RESOLVED, IT IS TAKEN TO THE NEXT LEVEL OF SUPERVISION UNTIL IT IS FULLY RESOLVED. IF AT ANY TIME DURING THE YEAR A NEW OR POSSIBLE CONFLICT OCCURS, THE INDIVIDUAL IS RESPONSIBLE FOR NOTIFYING THE CORPORATE SECRETARY IN WRITING.
FORM 990, PART VI, SECTION B, LINE 15	LEHIGH UNIVERSITY IS COMMITTED TO COMPENSATING ALL EMPLOYEES AT A FAIR AND COMPETITIVE LEVEL. TO DO THIS, AN ANNUAL COMPARISON OF MARKET RATE SALARY DATA IS PERFORMED BY THE UNIVERSITY'S HUMAN RESOURCES OFFICE, WHICH ALSO UTILIZES INDEPENDENT CONSULTANTS AS APPROPRIATE TO COMPILE AND ANALYZE SUCH DATA. IN ADDITION, THE UNIVERSITY HAS ESTABLISHED AN INDEPENDENT COMPENSATION SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE SUBCOMMITTEE MEETS AS NEEDED TO REVIEW COMPENSATION MATTERS, BUT NO LESS THAN ANNUALLY TO REVIEW THE PERFORMANCE AND APPROVE THE COMPENSATION FOR THE PRESIDENT, OFFICERS OF THE UNIVERSITY ADMINISTRATION, OTHER SENIOR ADMINISTRATIVE OFFICERS, AND ANY OTHER HIGHLY COMPENSATED UNIVERSITY EMPLOYEES WHOSE COMPENSATION SHOULD BE REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES IN ACCORDANCE WITH UNIVERSITY GOVERNANCE DOCUMENTS AND APPLICABLE LEGAL REQUIREMENTS. SUCH REVIEW INCLUDES DETERMINATIONS BY THE SUBCOMMITTEE AND RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE OF THE BOARD, THAT THE COMPENSATION OF SUCH OFFICERS AND EMPLOYEES IS REASONABLE AND IN ACCORDANCE WITH LEGAL REQUIREMENTS APPLICABLE TO THE UNIVERSITY AS A NON-PROFIT TAX-EXEMPT ORGANIZATION. IN FULFILLING ITS RESPONSIBILITIES WITH RESPECT TO DETERMINING REASONABLE COMPENSATION, THE SUBCOMMITTEE UTILIZES INDEPENDENT CONSULTANTS AS APPROPRIATE TO COMPILE AND ANALYZE MARKET RATE AND COMPARATIVE SALARY DATA. SUBSTANTIATION OF THE SUBCOMMITTEE'S DELIBERATIONS AND DETERMINATIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE MEETING.
FORM 990, PART VI, SECTION C, LINE 19	THE UNIVERSITY'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE LOCATED ON THE UNIVERSITY'S WEBSITE.
FORM 990, PART XI, LINE 9	THIS AMOUNT CONSISTS OF OTHER INCOME AND LOSS AS FOLLOWS: ADJ VALUE SPLIT INTEREST AGREEMENT: $ 5,451,698 RATE SWAP FAIR VALUE ADJUSTMENT: 1,254,140 NON-CASH IN KIND GIFTS: -30,415 POST RETIREMENT LIABILITY ADJUSTMENT: 4,024,000 OTHER: -243,901 ------------- TOTAL TO LINE 9: $ 10,455,522

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (26 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
LU PROPERTIES LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$0	$0	LEHIGH UNIV
LUP2 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$3,131	$13,637,480	LEHIGH UNIV
LUP3 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$0	$0	LEHIGH UNIV
LUP4 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$0	$15,038,367	LEHIGH UNIV
LUP5 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$0	$1,726,206	LEHIGH UNIV
LUP6 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$0	$2,735,116	LEHIGH UNIV
LUP7 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$0	$1,493,029	LEHIGH UNIV
LUP8 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$0	$1,778,167	LEHIGH UNIV
LUP9 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$1,473	$1,150,968	LEHIGH UNIV
LUP10 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$553	$836,072	LEHIGH UNIV
LUP11 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$0	$80,284	LEHIGH UNIV
LUP12 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$0	$1,423,192	LEHIGH UNIV
LUP13 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$39,015	$1,952,129	LEHIGH UNIV
LUP14 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$0	$1,641,395	LEHIGH UNIV
LUP15 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$40,728	$2,574,751	LEHIGH UNIV
LUP16 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$0	$247,071	LEHIGH UNIV
LUP17 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$2,210	$9,710,625	LEHIGH UNIV
LUP18 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$553	$1,531,155	LEHIGH UNIV
LUP19 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$0	$23,812	LEHIGH UNIV
LUP20 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$1,289	$0	LEHIGH UNIV
LUP21 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$581	$942,744	LEHIGH UNIV
LUP22 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$340	$649,739	LEHIGH UNIV
LUP23 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$0	$374,041	LEHIGH UNIV
LUPLT LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$0	$0	LEHIGH UNIV
SOUTH RIVER INVESTMENTS LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$518,998	$7,448,725	LEHIGH UNIV
CUC HOLDINGS LLC
27 MEMORIAL DR W	BETHLEHEM	PA	18015	921538505	REAL ESTATE	PA		$311,130	LEHIGH UNIV

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
BEN FRANKLIN TECHNOLOGY PARTNERS NE PA
116 RESEARCH DRIVE	BETHLEHEM	PA	18015	232517422	ECONOMIC DEV	PA	501(C)(3)	7	NA	Yes (true)
MANUFACTURERS RESOURCE CENTER
7200A WINDSOR DRIVE	ALLENTOWN	PA	18106	232514764	ECONOMIC DEV	PA	501(C)(3)	7	NA	Yes (true)
LEHIGH UNIVERSITY ALUMNI ASSOCIATION
306 SOUTH NEW ST SUITE 500	BETHLEHEM	PA	18015	240796860	ALUMNI RELAT	PA	501(C)(3)	12c, III FI	NA	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	ANALOG CENTURY SPECTRUM PARTNERS LP	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	60 EAST 42ND ST SUITE 3110	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10165	ZIPCd

Field	Value	IRS element (for citing)
EIN	861389427	EIN
Primary Activities	INVESTMENT	PrimaryActivitiesTxt
Legal Domicile State	NY	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	LEHIGH UNIV	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Predominant Income Type	EXC FROM TAX	PredominantIncomeTypeTxt
Share Of Total Income	$11,173,115	ShareOfTotalIncomeAmt
Share Of EOY Assets	$52,003,676	ShareOfEOYAssetsAmt
Disproportionate Allocations	false	DisproportionateAllocationsInd
UBI Code V	$0	UBICodeVAmt
General Or Managing Partner	false	GeneralOrManagingPartnerInd
Ownership	0.97940	OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (13 entries)

Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	OwnershipOwnershipPct	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt
LIFE INCOME FUNDS HELD IN TRUST (2)
PA	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (2)
CA	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (1)
NJ	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (1)
DC	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (1)
NY	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (1)
FL	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (1)
DE	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (1)
OH	VARIOUS	TRUST	false
ENDOWMENT FUNDS HELD IN TRUST (1)
NJ	VARIOUS	TRUST	false	1.00000
ENDOWMENT FUNDS HELD IN TRUST (2)
CO	VARIOUS	TRUST	false	1.00000
ENDOWMENT FUNDS HELD IN TRUST (1)
PA	VARIOUS	TRUST	false	1.00000
ENDOWMENT FUNDS HELD IN TRUST (1)
WV	VARIOUS	TRUST	false	1.00000
STABLER PATHWAYS PROP OWNER'S ASSOC
PA	LU PROPERTIES	C CORP	false		306 S NEW ST	BETHLEHEM	PA	18015	232885456	PROPERTY MGMT

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
LEHIGH UNIVERSITY ALUMNI ASSOCIATION
1B	$1,248,651	CASH VALUE
BEN FRANKLIN TECH PARTNERS OF NORTHEASTERN PA
1C	$573,146	CASH VALUE
MANUFACTURERS RESOURCE CENTER
1L	$91,436	CASH VALUE
BEN FRANKLIN TECH PARTNERS OF NORTHEASTERN PA
1L	$159,148	CASH VALUE
LEHIGH UNIVERSITY ALUMNI ASSOCIATION
1O	$50,237	CASH VALUE
BEN FRANKLIN TECH PARTNERS OF NORTHEASTERN PA
1Q	$550,681	CASH VALUE
MANUFACTURERS RESOURCE CENTER
1Q	$446,681	CASH VALUE