WESLEYAN UNIVERSITY: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: WESLEYAN UNIVERSITY (EIN 06-0646959)
Tax period: 2021-07-01 to 2022-06-30
Filed: 2023-05-15
IRS object ID: 202321359349317822
Schema version: 2021v4.2
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 I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-05-15T17:27:53-05:00	ReturnTs
Tax Period End	2022-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	135565207	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KPMG LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	60 SOUTH STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02111	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	060646959	EIN

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Business Name Control	WESL	BusinessNameControlTxt
Phone	8606852000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	291 MAIN STREET	AddressLine1Txt
City	MIDDLETOWN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06457	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ANDREW TANAKA	PersonNm
Person Title	SR VP, CAO, & TREAS	PersonTitleTxt
Phone	8606852000	PhoneNum
Signature	2023-05-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ANDREW	PersonFirstNm
Person Last	TANAKA	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	GENEVA FURLANO	PreparerPersonNm
PTIN	P01877392	PTIN
Phone	6179881000	PhoneNum
Preparation	2023-05-15	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	MICHAEL ROTH	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	291 MAIN STREET	AddressLine1Txt
City	MIDDLETOWN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06457	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$887,350,000	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.WESLEYAN.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1831	FormationYr
Legal Domicile State	CT	LegalDomicileStateCd
Activity Or Mission	SEE DESCRIPTION IN SCHEDULE O.	ActivityOrMissionDesc
Voting Members Governing Body	37	VotingMembersGoverningBodyCnt
Voting Members Independent	35	VotingMembersIndependentCnt
Total Employee	3334	TotalEmployeeCnt
Total Volunteers	815	TotalVolunteersCnt
Total Gross UBI	$5,538,696	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$305,648	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$74,932,000	PYContributionsGrantsAmt
CY Contributions Grants	$87,411,000	CYContributionsGrantsAmt
PY Program Service Revenue	$220,249,000	PYProgramServiceRevenueAmt
CY Program Service Revenue	$264,571,000	CYProgramServiceRevenueAmt
PY Investment Income	$30,126,000	PYInvestmentIncomeAmt
CY Investment Income	-$55,728,000	CYInvestmentIncomeAmt
PY Other Revenue	$4,214,000	PYOtherRevenueAmt
CY Other Revenue	$5,158,000	CYOtherRevenueAmt
PY Total Revenue	$329,521,000	PYTotalRevenueAmt
CY Total Revenue	$301,412,000	CYTotalRevenueAmt
PY Grants And Similar Paid	$70,076,529	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$79,561,721	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$128,870,096	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$143,327,801	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$8,852,498	CYTotalFundraisingExpenseAmt
PY Other Expenses	$95,142,375	PYOtherExpensesAmt
CY Other Expenses	$111,921,478	CYOtherExpensesAmt
PY Total Expenses	$294,089,000	PYTotalExpensesAmt
CY Total Expenses	$334,811,000	CYTotalExpensesAmt
PY Revenues Less Expenses	$35,432,000	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$33,399,000	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,329,320,000	TotalAssetsBOYAmt
Total Assets EOY	$2,367,734,000	TotalAssetsEOYAmt
Total Liabilities BOY	$450,221,000	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$555,992,000	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,879,099,000	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,811,742,000	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	WESLEYAN UNIVERSITY IS DEDICATED TO PROVIDING AN EDUCATION IN LIBERAL ARTS BY BUILDING A DIVERSE, ENERGETIC COMMUNITY OF STUDENTS FACULTY, AND STAFF WHO VALUE INDEPENDENCE OF MIND AND GENEROSITY OF SPIRIT. SEE ADDITIONAL DESCRIPTION IN SCHEDULE O.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$205,546,000	ExpenseAmt
Grant	$79,522,000	GrantAmt
Revenue	$205,987,000	RevenueAmt
Desc	INSTRUCTION AND RESEARCHWESLEYAN UNIVERSITY OFFERS MORE THAN 1,000 COURSES IN 45 MAJOR FIELDS OF STUDY, 32 MINOR FIELDS OF STUDY, AND 3 CERTIFICATES OF STUDY, AND AWARDS THE BACHELOR OF ARTS AND GRADUATE DEGREES. THE MASTER OF ARTS DEGREE AND THE DOCTOR OF PHILOSOPHY ARE REGULARLY AWARDED IN SIX FIELDS OF STUDY. IN ADDITION, STUDENTS MAY BE COUNTED UPON TO DEVISE, WITH THE FACULTY, SOME 800 INDIVIDUAL TUTORIALS AND LESSONS.INSTRUCTION AND RESEARCH INCLUDES ALL EXPENDITURES FOR COMPENSATION AND OTHER EXPENSES IN SUPPORT OF INSTRUCTIONAL ACTIVITY.- 801 BACHELOR OF ARTS AND 82 GRADUATE DEGREES WERE AWARDED IN 2021.- THE STUDENT BODY IS MADE UP OF APPROXIMATELY 3,000 STUDENTS FULL-TIME UNDERGRADUATES AND 130 GRADUATE STUDENTS, AS WELL AS AROUND 60 STUDENTS PER YEAR IN THE GRADUATE LIBERAL STUDIES PROGRAM. AN ONGOING FACULTY OF MORE THAN 430 IS JOINED EACH SEMESTER BY A DISTINGUISHED GROUP OF VISITING ARTISTS AND PROFESSORS. TODAY'S STUDENT/INSTRUCTOR RATIO IS 8 TO 1, AND ABOUT TWO THIRDS OF ALL COURSES ENROLL FEWER THAN 20 STUDENTS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$59,510,000	ExpenseAmt
Revenue	$58,584,000	RevenueAmt
Desc	AUXILIARY SERVICES AND OTHERAUXILIARY SERVICES INCLUDE THE COSTS OF ROOM AND BOARD FOR APPROXIMATELY 3,000 STUDENTS RESIDING ON A 316 ACRE CAMPUS. THERE ARE 8 RESIDENCE HALLS, 7 APARTMENT COMPLEXES AND OVER 25 PROGRAM HOUSES IN ADDITION TO OVER 140 HOUSE UNITS ON CAMPUS FOR UPPER-CLASS STUDENTS. WORKING IN PARTNERSHIP WITH STUDENTS AND COLLABORATIVELY WITH OTHER MEMBERS OF THE WESLEYAN COMMUNITY, THE OFFICE OF RESIDENTIAL LIFE STRIVES TO PROVIDE A SAFE AND SUPPORTIVE RESIDENTIAL ENVIRONMENT THAT COMPLEMENTS AND EXTENDS STUDENTS' EDUCATIONAL EXPERIENCE. STUDENT-CENTERED PROGRAMS AND SERVICES ARE DEVELOPED AND IMPLEMENTED WITH AN EMPHASIS ON HOLISTIC INDIVIDUAL AND COMMUNITY DEVELOPMENT, STUDENT LEADERSHIP, INDIVIDUAL RESPONSIBILITY, ADVOCACY OF ACADEMIC INQUIRY, AND FREEDOM OF THOUGHT, OPINION AND EXPRESSION IN THE SPIRIT OF MUTUAL RESPECT. THESE ARE THE HALLMARKS OF THE WESLEYAN RESIDENTIAL EXPERIENCE, AND THEY PROVIDE THE ESSENTIAL FOUNDATION FOR A QUALITY LIBERAL ARTS EDUCATION WITHIN A DIVERSE AND DYNAMIC COMMUNITY.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$12,609,000	ExpenseAmt
Desc	LIBRARIESLIBRARY EXPENSES INCLUDE ACQUISITION OF BOOKS, PERIODICALS AND OTHER MATERIALS, COMPENSATION OF STAFF, AND OTHER EXPENDITURES IN SUPPORT OF THE LIBRARY. THE MISSION OF THE LIBRARY IS TO PROVIDE THE INFORMATION SERVICES AND RESOURCES REQUIRED TO SUPPORT THE LEARNING, TEACHING, AND RESEARCH OF THE WESLEYAN COMMUNITY.TO CARRY OUT THIS MISSION THE LIBRARY WILL: - ORGANIZE AND PROVIDE INTELLECTUAL AND PHYSICAL ACCESS TO COLLECTIONS AND INFORMATION RESOURCES LOCALLY AND WORLD-WIDE- DEVELOP AND PRESERVE LOCAL COLLECTIONS - TEACH AND GUIDE USERS IN THE LIBRARY RESEARCH PROCESS - PROVIDE AN ATMOSPHERE CONDUCIVE TO STUDY, RESEARCH, AND LEARNING - CONTRIBUTE TO THE LARGER SCHOLARLY WORLDTHE WESLEYAN LIBRARY WILL PROVIDE UNEXCELLED SERVICES. IT IS A DYNAMIC PLACE WHERE LIBRARY STAFF PROVIDE USERS WITH THE INFORMATION THEY NEED, AS WELL AS A KEEN SENSE THAT THERE ARE MANY PATHS, AND A WIDE RANGE OF SKILLS NECESSARY FOR THE EFFECTIVE USE AND EVALUATION OF INFORMATION RESOURCES.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$10,819,433	ExpenseAmt
Grant	$39,721	GrantAmt
Revenue	$4,441,000	RevenueAmt
Desc	STUDENT SERVICES INCLUDES THE COSTS ASSOCIATED WITH ADMINISTERING THE OFFICE OF ADMISSIONS, REGISTRAR, FINANCIAL AID, CAREER PLANNING, HEALTH SERVICES, INSTITUTIONAL RESEARCH AND DEAN'S OFFICE.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$10,819,433	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$39,721	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$4,441,000	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$288,484,433	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	Yes (1)	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (1)	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	Yes (1)	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (1)	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	0	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	736	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	3334	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	Yes (1)	ForeignFinancialAccountInd
Foreign Country	FR	ForeignCountryCd
Foreign Country	IT	ForeignCountryCd
Foreign Country	SP	ForeignCountryCd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (1)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	Yes (1)	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	37	GoverningBodyVotingMembersCnt
Independent Voting Member	35	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	VALERIE NYE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8606853192	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	237 HIGH STREET	AddressLine1Txt
City	MIDDLETOWN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06459	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (56 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
MICHAEL S ROTH
PRESIDENT AND TRUSTEE	38.00	Yes (X)	Yes (X)	$811,961	$0	$434,373
FELICIA APPENTENG
TRUSTEE	1.00	Yes (X)		$0	$0	$0
LEO Y AU
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ESSEL BAILEY JR
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ANDREA GRUBB BARTHWELL
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ADAM BIRD
TRUSTEE	1.00	Yes (X)		$0	$0	$0
PHOEBE C BOYER
TRUSTEE	1.00	Yes (X)		$0	$0	$0
MARC N CASPER
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ERIC DACHS
TRUSTEE	1.00	Yes (X)		$0	$0	$0
NYASHA SHANI FOY
TRUSTEE	1.00	Yes (X)		$0	$0	$0
JOHN B FRANK
TRUSTEE	1.00	Yes (X)		$0	$0	$0
MICHAEL T FRIES
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ANNE S GOLDRACH
TRUSTEE	1.00	Yes (X)		$0	$0	$0
SCOTT GOTTLIEB
TRUSTEE	1.00	Yes (X)		$0	$0	$0
SUSANNAH GRAY
TRUSTEE	1.00	Yes (X)		$0	$0	$0
JOSH GUILD
TRUSTEE	1.00	Yes (X)		$0	$0	$0
SARAH KENDALL
TRUSTEE	1.00	Yes (X)		$0	$0	$0
KATHERINE G KENNEDY
TRUSTEE	1.00	Yes (X)		$0	$0	$0
DEGAN MERCADO LEOPOLD
TRUSTEE	1.00	Yes (X)		$0	$0	$0
PRITHA MITTAL
TRUSTEE	1.00	Yes (X)		$0	$0	$0
CHRISTINE PINA
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ROBERT A PRUZAN
TRUSTEE	1.00	Yes (X)		$0	$0	$0
PHILIP J RAUCH
TRUSTEE	1.00	Yes (X)		$0	$0	$0
JOHN B RHEA
TRUSTEE	1.00	Yes (X)		$0	$0	$0
RASHIDA RICHARDSON
TRUSTEE	1.00	Yes (X)		$0	$0	$0
MICHAEL ROBERTS
TRUSTEE	1.00	Yes (X)		$0	$0	$0
LAURA ROSS
TRUSTEE	1.00	Yes (X)		$0	$0	$0
BOZOMA SAINT JOHN
TRUSTEE	1.00	Yes (X)		$0	$0	$0
JOHN SHAPIRO
TRUSTEE	1.00	Yes (X)		$0	$0	$0
DONALD SPENCER
TRUSTEE	1.00	Yes (X)		$0	$0	$0
JOEL TILLINGHAST
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ADAM USDAN
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ANDREW VOGEL
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ELLEN WEST
TRUSTEE	1.00	Yes (X)		$0	$0	$0
LUKE WOOD
TRUSTEE	1.00	Yes (X)		$0	$0	$0
JOHN YANG
TRUSTEE	1.00	Yes (X)		$0	$0	$0
DONNA S ZILKHA
TRUSTEE	1.00	Yes (X)		$0	$0	$0
DAVID STUART WINAKOR
GENERAL COUNSEL/SECRETARY	38.00		Yes (X)	$262,575	$0	$86,737
ANDREW TANAKA
SVP, CHIEF ADMIN OFF. & TR	38.00		Yes (X)	$313,296	$0	$91,166
ANNE MARTIN
CHIEF INVESTMENT OFFICER	38.00			$1,028,314	$0	$107,784	Yes (X)
AMIN ABDUL-MALIK GONZALEZ
VP & DEAN OF ADMIN/FIN AID	38.00			$250,049	$0	$78,373	Yes (X)
FRANTZ WILLIAMS JR
VP FOR ADVANCEMENT	38.00			$270,117	$0	$54,805	Yes (X)
RENELL M WYNN
VICE PRESIDENT FOR COMMUNICATIONS	38.00			$246,152	$0	$49,741	Yes (X)
NICOLE LYNN STANTON
PROVOST, SR VP ACADEMIC AF	38.00			$281,664	$0	$91,585	Yes (X)
MICHAEL J WHALEY
VP FOR STUDENT AFFAIRS	38.00			$260,609	$0	$65,636	Yes (X)
DAVE BAIRD
VICE PRESIDENT FOR IT/CIO	38.00			$216,731	$0	$70,185	Yes (X)
ALISON P WILLIAMS
VP EQUITY&INCLUSION/TITLE IX	38.00			$189,759	$0	$72,400	Yes (X)
ISHITA MUKERJI
CHAIR OF FACULTY	38.00			$187,761	$0	$111,582	Yes (X)
JONATHAN DON FARRAR
DIRECTOR OF INVESTMENTS	38.00			$395,156	$0	$80,920		Yes (X)
MATTHEW MAGENHEIM
DIRECTOR, INVESTMENT OFFICE	38.00			$313,842	$0	$67,474		Yes (X)
BRETT A SALAFIA
DIRECTOR, OPS & INVEST	38.00			$272,685	$0	$32,878		Yes (X)
NATHANAEL GREENE
PROFESSOR	38.00			$242,782	$0	$53,460		Yes (X)
LISA C DIERKER
PROFESSOR	38.00			$225,443	$0	$157,878		Yes (X)
SEAN MCCANN
FMR CHAIR OF FACULTY	38.00			$173,294	$0	$98,718			Yes (X)
JANICE R NAEGELE
FMR CHAIR OF FACULTY	38.00			$208,040	$0	$35,904			Yes (X)
ANDREA L PATALANO
FMR CHAIR OF FACULTY	38.00			$165,295	$0	$42,868			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$6,315,525	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,884,467	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	316	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
COMPASS GROUP USA INC
PO BOX 417632	BOSTON	MA	022417632	DINING SERVICES	$6,090,747
PAYETTE ASSOC INC
290 CONGRESS STREET 5FL	BOSTON	MA	022101005	CONSULTANT FEES	$4,786,761
SMG CORPORATE SERVICES
PO BOX 53	BRATTLEBORO	VT	053020053	CUSTODIAL SERVICES	$4,509,549
CLINICAL RESEARCH SEQUENCING P
415 MAIN STREET	CAMBRIDGE	MA	02142	COVID TESTING	$2,307,700
FIP CONSTRUCTION INC
1536 NEW BRITAIN AVE	FARMINGTON	CT	06032	CONSTRUCTION SVCS	$2,128,010

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	29	CntrctRcvdGreaterThan100KCnt
Fundraising	$3,000	FundraisingAmt
Government Grants	$16,134,505	GovernmentGrantsAmt
All Other Contributions	$71,273,495	AllOtherContributionsAmt
Noncash Contributions	$11,006,569	NoncashContributionsAmt
Total Contributions	$87,411,000	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES	611710	$205,987,000	$205,987,000
AUXILIARY SERVICES	611710	$58,584,000	$58,584,000

Field	Value	IRS element (for citing)
Total Program Service Revenue	$264,571,000	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$195,000	TotalRevenueColumnAmt
Unrelated Business Revenue	-$454,499	UnrelatedBusinessRevenueAmt
Exclusion	$649,499	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,000	TotalRevenueColumnAmt
Exclusion	$2,000	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$528,352,000	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$584,275,000	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$55,923,000	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$55,923,000	TotalRevenueColumnAmt
Unrelated Business Revenue	$5,993,195	UnrelatedBusinessRevenueAmt
Exclusion	-$61,916,195	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$7,000	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$3,000	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$7,000	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$2,371,000	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$1,656,000	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$715,000	TotalRevenueColumnAmt
Exclusion	$715,000	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER REVENUE	Desc
Business	531390	BusinessCd
Total Revenue Column	$4,441,000	TotalRevenueColumnAmt
Related Or Exempt Func Income	$4,441,000	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$4,441,000	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$301,412,000	TotalRevenueColumnAmt
Related Or Exempt Func Income	$269,012,000	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$5,538,696	UnrelatedBusinessRevenueAmt
Exclusion	-$60,549,696	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$39,721	TotalAmt
Program Services	$39,721	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$78,597,705	TotalAmt
Program Services	$78,597,705	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$924,295	TotalAmt
Program Services	$924,295	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$5,937,213	TotalAmt
Program Services	$1,464,743	ProgramServicesAmt
Management And General	$3,656,401	ManagementAndGeneralAmt
Fundraising	$816,069	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$952,282	TotalAmt
Program Services	$952,282	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$101,739,061	TotalAmt
Program Services	$87,631,039	ProgramServicesAmt
Management And General	$9,769,426	ManagementAndGeneralAmt
Fundraising	$4,338,596	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$9,747,000	TotalAmt
Program Services	$6,841,393	ProgramServicesAmt
Management And General	$2,367,960	ManagementAndGeneralAmt
Fundraising	$537,647	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$17,203,953	TotalAmt
Program Services	$13,744,827	ProgramServicesAmt
Management And General	$2,600,570	ManagementAndGeneralAmt
Fundraising	$858,556	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$7,748,292	TotalAmt
Program Services	$6,087,688	ProgramServicesAmt
Management And General	$1,268,284	ManagementAndGeneralAmt
Fundraising	$392,320	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$17,171,981	TotalAmt
Program Services	$13,339,209	ProgramServicesAmt
Management And General	$2,831,610	ManagementAndGeneralAmt
Fundraising	$1,001,162	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$281,686	TotalAmt
Program Services	$50,995	ProgramServicesAmt
Management And General	$230,691	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$395,473	TotalAmt
Management And General	$395,473	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$466	TotalAmt
Program Services	$466	ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$4,464,486	TotalAmt
Management And General	$4,464,486	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$104,245	TotalAmt
Program Services	$70,320	ProgramServicesAmt
Management And General	$23,035	ManagementAndGeneralAmt
Fundraising	$10,890	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$5,572,552	TotalAmt
Program Services	$5,242,468	ProgramServicesAmt
Management And General	$222,920	ManagementAndGeneralAmt
Fundraising	$107,164	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$6,155,126	TotalAmt
Program Services	$5,238,480	ProgramServicesAmt
Management And General	$623,429	ManagementAndGeneralAmt
Fundraising	$293,217	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$3,613,390	TotalAmt
Program Services	$2,132,976	ProgramServicesAmt
Management And General	$1,401,560	ManagementAndGeneralAmt
Fundraising	$78,854	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$7,677,261	TotalAmt
Program Services	$5,789,030	ProgramServicesAmt
Management And General	$1,755,231	ManagementAndGeneralAmt
Fundraising	$133,000	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$4,735,072	TotalAmt
Program Services	$4,075,342	ProgramServicesAmt
Management And General	$404,868	ManagementAndGeneralAmt
Fundraising	$254,862	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$233,916	TotalAmt
Program Services	$180,416	ProgramServicesAmt
Management And General	$44,535	ManagementAndGeneralAmt
Fundraising	$8,965	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$16,601,284	TotalAmt
Program Services	$16,123,168	ProgramServicesAmt
Management And General	$478,116	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$12,732,088	TotalAmt
Program Services	$11,961,465	ProgramServicesAmt
Management And General	$770,427	ManagementAndGeneralAmt
Fundraising	$196	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,049,389	TotalAmt
Management And General	$1,049,389	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
DINING	$18,884,577	$18,883,825	$752
FELLOWSHIPS, PRIZES, &	$4,931,807	$4,910,807		$21,000
FOREIGN PROGRAM	$4,201,773	$4,201,773
MISCELLANEOUS	$3,114,906		$3,114,906

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$334,811,000	TotalAmt
Program Services	$288,484,433	ProgramServicesAmt
Management And General	$37,474,069	ManagementAndGeneralAmt
Fundraising	$8,852,498	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$15,801,000	BOYAmt
EOY	$58,223,000	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$165,724,000	BOYAmt
EOY	$247,967,000	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$28,353,000	BOYAmt
EOY	$31,945,000	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$670,000	BOYAmt
EOY	$598,486	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
EOY	$73,514	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$2,675,000	BOYAmt
EOY	$2,208,000	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$1,328,000	BOYAmt
EOY	$1,075,000	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$2,870,000	BOYAmt
EOY	$3,058,000	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$706,162,000	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$299,030,000	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$376,215,000	BOYAmt
EOY	$407,132,000	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$938,219,000	BOYAmt
EOY	$752,609,000	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$792,089,000	BOYAmt
EOY	$857,637,000	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$5,376,000	BOYAmt
EOY	$5,208,000	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,329,320,000	BOYAmt
EOY	$2,367,734,000	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$23,347,000	BOYAmt
EOY	$27,543,000	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$4,970,000	BOYAmt
EOY	$15,304,000	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$20,105,000	BOYAmt
EOY	$55,495,000	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$325,000,000	BOYAmt
EOY	$380,520,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$76,799,000	BOYAmt
EOY	$77,130,000	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$450,221,000	BOYAmt
EOY	$555,992,000	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	$602,488,000	BOYAmt
EOY	$585,139,000	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,276,611,000	BOYAmt
EOY	$1,226,603,000	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,879,099,000	BOYAmt
EOY	$1,811,742,000	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,329,320,000	BOYAmt
EOY	$2,367,734,000	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$33,399,000	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$24,354,000	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$9,604,000	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	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	$41,162,724	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$39,299,000	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$56,283,000	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$74,932,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$87,411,000	CurrentTaxYearAmt
Total	$299,087,724	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$41,162,724	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$39,299,000	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$56,283,000	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$74,932,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$87,411,000	CurrentTaxYearAmt
Total	$299,087,724	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$40,874,974	SubstantialContributorsTotAmt
Public Support Total170	$258,212,750	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,489,090	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,610,842	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,223,502	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$215,258	CurrentTaxYearMinus1YearAmt
Current Tax Year	$649,499	CurrentTaxYearAmt
Total	$12,188,191	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	$188,742	CurrentTaxYearMinus1YearAmt
Total	$188,742	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$951,377	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,280,102	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,869,429	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,704,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,371,000	CurrentTaxYearAmt
Total	$9,175,908	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$320,640,565	TotalSupportAmt
Gross Receipts Rltd Activities	$1,180,656,730	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.80530	PublicSupportCY170Pct
Public Support PY170	0.84210	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

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)
Volunteers	0	VolunteersInd
Paid Staff Or Management	0	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	0	DirectContactLegislatorsInd
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$466	OtherActivitiesAmt
Total Lobbying Expenditures	$466	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1:	FormAndLineReferenceDesc
Explanation	OTHER LOBBYING ACTIVITIES WESLEYAN UNIVERSITY BELONGS TO THE CONNECTICUT CONSORTIUM OF INDEPENDENT COLLEGES (CCIC), WHICH AT TIMES MAY ENGAGE IN LOBBYING ACTIVITIES. OF THE $26,100 PAID IN DUES TO CCIC, APPROXIMATELY $466, OR 1.79%, WAS USED FOR LOBBYING.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Historic Land Area	Yes (X)	HistoricLandAreaInd
Historic Structure	Yes (X)	HistoricStructureInd
Total Easements	2	TotalEasementsCnt
Total Acreage	10.00	TotalAcreageCnt
Historic Structure Easements	2	HistoricStructureEasementsCnt
States Easements Held	1	StatesEasementsHeldCnt
Written Policy Monitoring	Yes (1)	WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement	8.00	StaffHoursSpentEnforcementCnt
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,669,796,000	BeginningYearBalanceAmt
Contributions	$33,307,000	ContributionsAmt
Investment Earnings Or Losses	-$79,952,000	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$11,455,878	GrantsOrScholarshipsAmt
Other Expenditures	$47,174,122	OtherExpendituresAmt
End Year Balance	$1,564,521,000	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,130,907,000	BeginningYearBalanceAmt
Contributions	$10,549,000	ContributionsAmt
Investment Earnings Or Losses	$574,535,000	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$10,984,000	GrantsOrScholarshipsAmt
Other Expenditures	$35,211,000	OtherExpendituresAmt
End Year Balance	$1,669,796,000	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,080,015,000	BeginningYearBalanceAmt
Contributions	$10,782,000	ContributionsAmt
Investment Earnings Or Losses	$85,832,000	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$10,376,000	GrantsOrScholarshipsAmt
Other Expenditures	$35,346,000	OtherExpendituresAmt
End Year Balance	$1,130,907,000	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,065,219,000	BeginningYearBalanceAmt
Contributions	$14,782,000	ContributionsAmt
Investment Earnings Or Losses	$41,295,000	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$9,520,058	GrantsOrScholarshipsAmt
Other Expenditures	$31,760,942	OtherExpendituresAmt
End Year Balance	$1,080,015,000	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$967,177,000	BeginningYearBalanceAmt
Contributions	$12,311,000	ContributionsAmt
Investment Earnings Or Losses	$124,775,000	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$8,705,207	GrantsOrScholarshipsAmt
Other Expenditures	$30,338,793	OtherExpendituresAmt
End Year Balance	$1,065,219,000	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.28610	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.26360	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.45030	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$37,488,000	OtherCostOrOtherBasisAmt
Book Value	$37,488,000	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$492,163,000	OtherCostOrOtherBasisAmt
Depreciation	$196,096,000	DepreciationAmt
Book Value	$296,067,000	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$127,876,000	OtherCostOrOtherBasisAmt
Depreciation	$102,934,000	DepreciationAmt
Book Value	$24,942,000	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$48,635,000	OtherCostOrOtherBasisAmt
Book Value	$48,635,000	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$407,132,000	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
REAL ASSETS	$138,467,000	F
PRIVATE EQUITY	$719,170,000	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$857,637,000	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDesc	AmtAmt
TERM LOANS	$12,920,000
LIABILITIES RELATED TO INVESTMENTS	$16,969,000
CHARITABLE REMAINDER TRUSTS	$10,175,000
POST-RETIREMENT BENEFITS	$17,180,000
PERKINS LOAN PROGRAM	$2,635,000
ASSET RETIREMENT OBLIGATION	$12,067,000
BOND PREMIUM	$5,184,000

Field	Value	IRS element (for citing)
Total Liability	$77,130,000	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$262,989,514	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$24,354,000	NetUnrealizedGainsInvstAmt
Other Revenue	-$9,604,000	OtherRevenueAmt
Revenue Not Reported	-$33,958,000	RevenueNotReportedAmt
Revenue Subtotal	$296,947,514	RevenueSubtotalAmt
Investment Expenses Not Incld	$4,464,486	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$4,464,486	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$301,412,000	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$330,346,514	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$330,346,514	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$4,464,486	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$4,464,486	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$334,811,000	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART II, LINE 9:	CONSERVATION EASEMENTS WESLEYAN UNIVERSITY DOES NOT OWN ANY PROPERTY ENCUMBERED BY A CONSERVATION EASEMENT. HOWEVER, THE LONG LANE PARCEL IS CURRENTLY UNDER THE TRANSFER ACT AGREEMENT WITH CT DEP PERTAINING TO REMEDIATED SOIL PILES, EXCAVATIONS AND IMPACTED WETLANDS, WHICH ARE PROTECTED UNDER LOCAL AND STATE REGULATIONS AND HAVE A WRITTEN MANAGEMENT PLAN WHICH PROVIDES A POLICY FOR PROTECTING THE AREAS INCLUDING THE PERIODIC MONITORING, INSPECTION, AND ENFORCEMENT OF THE SITE. REGARDING HISTORIC BUILDINGS, THE CITY OF MIDDLETOWN DESIGN PRESERVATION AND REVIEW BOARD (DRPB) REVIEWS PROPOSED RENOVATIONS TO ALL HISTORIC STRUCTURES IN CERTAIN DISTRICTS, WHICH INCLUDES WESLEYAN'S CAMPUS. THE DRPB THEN MAKES RECOMMENDATIONS TO THE MIDDLETOWN DIRECTOR OF PLANNING FOR SUCH RENOVATIONS. WESLEYAN POLICY REQUIRES OUR CONTRACTED ARCHITECTS, ENGINEERS AND CONTRACTORS TO COMPLY WITH ALL LOCAL, STATE AND FEDERAL REGULATIONS ON EVERY PROJECT. CONTRACTS FOR DESIGN SERVICES IN HISTORIC BUILDINGS REQUIRE THAT THE ARCHITECT AND WESLEYAN SUBMIT PROPOSED RENOVATION PLANS TO THE CITY OF MIDDLETOWN AND THE DRPB AS REQUIRED BY ZONING LAW.
PART III, LINE 4:	ORGANIZATIONS COLLECTIONS OF ARTS THE UNIVERSITY MAINTAINS WORKS OF ART IN THE DAVISON ART CENTER (DAC), OLIN LIBRARY, SCIENCE LIBRARY AND ARCHIVES. WESLEYAN STUDENTS IN MANY DEPARTMENTS USE THE DAC COLLECTION FOR CLASS ASSIGNMENTS OR VIEWINGS, AS WELL AS FOR INDIVIDUAL RESEARCH PROJECTS WITH UNIVERSITY FACULTY, AND THE MUSEUM ALSO ENCOURAGES TEACHING AND LEARNING FROM OBJECTS IN A WIDE RANGE OF OTHER WAYS. THE LIBRARY MAINTAINS SPECIAL COLLECTIONS AND ARCHIVES, WHICH INCLUDES AROUND 25,000 RARE BOOKS AND COLLECTIONS THAT SERVE TO STIMULATE UNDERGRADUATE MINDS ABOUT THE PAST, OFFER LABORATORY MATERIALS IN THE HUMANITIES, AND PROVIDE SOME PREPARATION FOR ADVANCED SCHOLARSHIP.
PART V, LINE 4:	ENDOWMENT FUNDS THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 1,300 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THE UNIVERSITY HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. THE UNIVERSITY FOLLOWS A SPENDING POLICY KNOWN AS THE TOBIN SPENDING RULE, NAMED FOR JAMES TOBIN, RECIPIENT OF THE 1971 NOBEL PRIZE IN ECONOMICS. THIS RULE SETS THE ANNUAL DISTRIBUTION USING A QUANTITATIVE FORMULA THAT COMBINES ELEMENTS OF STABILITY AND MARKET CONDITIONS. THE UNIVERSITY'S ENDOWMENT SPENDING IS 70% BASED ON THE PRIOR YEAR'S SPENDING PLUS INFLATION (MEASURED BY THE HIGHER EDUCATION PRICE INDEX (HEPI) AS OF JUNE 30 OF THE PAST FISCAL YEAR) AND 30% FROM 4.5% OF THE MARKET VALUE OF ENDOWMENT AS OF JUNE 30 OF THE PREVIOUS FISCAL YEAR. ABOUT 92% OF THE PERMANENTLY RESTRICTED NET ASSETS CONSIST OF THOSE FOR WHICH INCOME IS RESTRICTED TO FINANCIAL AID, INSTRUCTION AND RESEARCH. WESLEYAN UNIVERSITY HAS ADOPTED FASB ASU 2016-14, PRESENTATION OF THE FINANCIAL STATEMENTS FOR NOT-FOR-PROFIT ENTITIES. AS A RESULT, ITS FINANCIAL STATEMENTS CLASSIFY NET ASSETS AS EITHER NET ASSETS WITHOUT DONOR RESTRICTIONS OR NET ASSETS WITH DONOR RESTRICTIONS. HOWEVER, FOR THE PURPOSES OF PART V, LINE 2, WESLEYAN UNIVERSITY CONTINUES TO REPORT ITS ENDOWMENT COMPOSITION USING THE THREE CATEGORIES PROVIDED: BOARD DESIGNATED, PERMANENT ENDOWMENT, AND TERM ENDOWMENT.
PART X, LINE 2:	UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740) THE UNIVERSITY IS GENERALLY EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(A), AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). THE UNIVERSITY ASSESSES UNCERTAIN TAX POSITIONS AND DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	CHANGES IN VALUE OF SPLIT-INTEREST AGREEMENT -13,150,000. POSTRETIREMENT BENEFIT OBLIGATION CHANGES 3,546,000.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (1)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (1)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3	THE NONDISCRIMINATORY POLICY IS PROMINENTLY DISPLAYED ON ADVERTISEMENT FOR EMPLOYMENT THAT APPEAR IN NEWSPAPERS AND THE INTERNET. IT ALSO APPEARS IN ADMISSIONS CATALOGUES, EMPLOYMENT APPLICATIONS AND EMPLOYEE AND FACULTY HANDBOOKS. IN ADDITION TO THE OTHER FORMS OF PUBLICATION, THE UNIVERSITY MAKES ITS RACIALLY NONDISCRIMINATORY POLICY AVAILABLE YEAR-ROUND ON ITS HOMEPAGE (WWW.WESLEYAN.EDU).
SCHEDULE E, PART I, LINE 6	THE UNIVERSITY RECEIVES AWARDS FROM THE DEPARTMENT OF EDUCATION TO BE USED FOR STUDENT FINANCIAL ASSISTANCE. IT ALSO RECEIVES VARIOUS RESEARCH AND DEVELOPMENT GRANTS PRIMARILY FROM THE NATIONAL SCIENCE FOUNDATION AND DEPARTMENT OF HEALTH AND HUMAN SERVICES.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	STDY ABR/RSRCH/RCRT	$10,453
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	STDY ABR/RSRCH/RCRT	$43,254
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SERVICES	STDY ABR/RSRCH/RCRT	$1,798,832
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	STDY ABR/RSRCH/RCRT	$523
NORTH AMERICA	PROGRAM SERVICES	STDY ABR/RSRCH/RCRT	$5,077
RUSSIA AND NEIGHBORING STATES	PROGRAM SERVICES	STDY ABR/RSRCH/RCRT	$7,049
SOUTH AMERICA	PROGRAM SERVICES	STDY ABR/RSRCH/RCRT	$521
SOUTH ASIA	PROGRAM SERVICES	STDY ABR/RSRCH/RCRT	$1,891
SUB-SAHARAN AFRICA	PROGRAM SERVICES	STDY ABR/RSRCH/RCRT	$6,084
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	INVESTMENTS	$452,401,324
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SERVICES	INVESTMENTS	$34,101,002
SUB-SAHARAN AFRICA	PROGRAM SERVICES	INVESTMENTS	$9,423,980

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$1,867,600	SubtotalSpentAmt
Continuation Spent	$495,932,390	ContinuationSpentAmt
Total Spent	$497,799,990	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
STUDY ABROAD/FIN AID	CENTRAL AMERICA AND THE CARIBBEAN	1	$6,051
STUDY ABROAD/FIN AID	EAST ASIA AND THE PACIFIC	1	$36,203
STUDY ABROAD/FIN AID	EUROPE (INCLUDING ICELAND & GREENLAND)	30	$874,992
STUDY ABROAD/FIN AID	RUSSIA AND NEIGHBORING STATES	1	$7,049

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	Yes (1)	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 2:	MONITORING THE USE OF GRANT FUNDS STUDENTS ATTEND APPROVED STUDY ABROAD PROGRAMS AND RECEIVE WESLEYAN CREDIT. PROGRAMS ARE APPROVED BASED ON A REVIEW BY A FACULTY COMMITTEE. ONCE THE PROGRAM IS APPROVED, THE OFFICE OF INTERNATIONAL STUDIES, IN CONJUNCTION WITH THE FINANCE OFFICE, FACILITATES PAYMENT AND FINANCIAL AID TO THE HOST SCHOOL. AFTER A STUDENT COMPLETES THE PROGRAM, THEY FILL OUT AN EVALUATION OF THE PROGRAM AND AN OFFICIAL TRANSCRIPT IS PRESENTED TO THE UNIVERSITY FROM THE PROGRAM.
PART III ACCOUNTING METHOD:
PART III, COLUMN E	STUDY ABROAD GRANTS FINANCIAL AID IS DETERMINED BASED ON A NEEDS ANALYSIS AND APPLIED TO STUDENT CHARGES THAT SUPPORT THE COST OF ATTENDANCE. STUDENT CHARGES ARE USED IN SUPPORTING THE UNIVERSITY'S MISSION. WESLEYAN ALTERNATES RUNNING FOREIGN PROGRAMS WITH VASSAR COLLEGE AND WELLESLEY COLLEGE IN SPAIN, ITALY, AND FRANCE. WHILE THESE PROGRAMS WERE NOT RUNNING DURING FISCAL 2022, EXPENSES FOR MAINTAINING THE PROGRAM IN FRANCE WERE INCURRED.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CITY OF MIDDLETOWN	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	245 DEKOVEN DRIVE	AddressLine1Txt
City	MIDDLETOWN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06457	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	066001872	RecipientEIN
IRC Section	170(B)(1)(A)(V)	IRCSectionDesc
Cash Grant	$39,721	CashGrantAmt
Non Cash Assistance	$0	NonCashAssistanceAmt
Purpose Of Grant	UNRESTRICTED	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
SEOG	285	$846,500
CT STATE GRANTS	10	$97,000
TUITION REMISSION	126	$5,221,000
UNIVERSITY SCHOLARSHIP	1299	$69,497,205
HIGHER ED EMERGENCY RELIEF FUND	1275	$2,936,000

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 2:

MONITORING THE USE OF GRANT FUNDS GRANTS TO ORGANIZATIONS IN THE U.S. THE UNIVERSITY MAY MAKE DONATIONS TO SUPPORT ITS TOWN OR NON-PROFIT ORGANIZATIONS. IN THESE INSTANCES, THE UNIVERSITY GENERALLY DOES NOT MONITOR THE ULTIMATE USE OF THE FUNDS AS THESE AMOUNTS ARE UNRESTRICTED GRANTS TO MUNICIPALITIES OR ORGANIZATIONS THAT ARE RECOGNIZED AS BEING DESCRIBED IN INTERNAL REVENUE CODE SECTION 501(C). GRANTS TO INDIVIDUALS IN THE U.S. FINANCIAL AID IS DETERMINED BASED ON A NEEDS ANALYSIS AND APPLIED TO STUDENT CHARGES THAT SUPPORT COST OF ATTENDANCE. STUDENT CHARGES ARE USED IN SUPPORT OF THE UNIVERSITY'S MISSION.

PART III

HIGHER EDUCATION EMERGENCY RELIEF FUND FEDERAL STIMULUS PACKAGES CREATED BY THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (CARES), CORONAVIRUS RESPONSE AND RELIEF SUPPLEMENTAL APPROPRIATIONS ACT (CRRSAA) AND THE AMERICAN RESCUE PLAN (ARP) PROVIDED FUNDING TO SUPPORT HIGHER EDUCATION INSTITUTIONS AND THE STUDENTS THEY SERVE THROUGH THE HIGHER EDUCATION EMERGENCY RELIEF FUND (HEERF). FOR THE YEARS ENDED JUNE 30, 2022 AND 2021, WESLEYAN RECOGNIZED $5,872,000 AND $4,260,000 OF HEERF REVENUE AND MADE GRANTS TO STUDENTS TOTALING $2,936,000 AND $1,632,716.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	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	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MICHAEL S ROTH
PRESIDENT AND TRUSTEE	$572,579	$0	$210,000	$0	$29,382	$0	$312,586	$0	$121,787	$0	$1,246,334	$0	$0	$0
ANNE MARTIN
CHIEF INVESTMENT OFFICER	$470,307	$0	$557,802	$0	$205	$0	$39,300	$0	$68,484	$0	$1,136,098	$0	$0	$0
JONATHAN DON FARRAR
DIRECTOR OF INVESTMENTS	$219,403	$0	$175,723	$0	$30	$0	$21,218	$0	$59,702	$0	$476,076	$0	$0	$0
ANDREW TANAKA
SVP, CHIEF ADMIN OFF. & TR	$288,296	$0	$25,000	$0	$0	$0	$45,686	$0	$45,480	$0	$404,462	$0	$0	$0
LISA C DIERKER
PROFESSOR	$222,338	$0	$3,000	$0	$105	$0	$40,208	$0	$117,670	$0	$383,321	$0	$0	$0
MATTHEW MAGENHEIM
DIRECTOR, INVESTMENT OFFICE	$204,360	$0	$109,482	$0	$0	$0	$19,010	$0	$48,464	$0	$381,316	$0	$0	$0
NICOLE LYNN STANTON
PROVOST, SR VP ACADEMIC AF	$281,664	$0	$0	$0	$0	$0	$26,513	$0	$65,072	$0	$373,249	$0	$0	$0
DAVID STUART WINAKOR
GENERAL COUNSEL/SECRETARY	$259,275	$0	$3,000	$0	$300	$0	$28,646	$0	$58,091	$0	$349,312	$0	$0	$0
AMIN ABDUL-MALIK GONZALEZ
VP & DEAN OF ADMIN/FIN AID	$198,569	$0	$3,000	$0	$48,480	$0	$18,692	$0	$59,681	$0	$328,422	$0	$0	$0
MICHAEL J WHALEY
VP FOR STUDENT AFFAIRS	$237,344	$0	$23,000	$0	$265	$0	$21,930	$0	$43,706	$0	$326,245	$0	$0	$0
FRANTZ WILLIAMS JR
VP FOR ADVANCEMENT	$267,117	$0	$3,000	$0	$0	$0	$24,920	$0	$29,885	$0	$324,922	$0	$0	$0
BRETT A SALAFIA
DIRECTOR, OPS & INVEST	$167,317	$0	$105,133	$0	$235	$0	$14,617	$0	$18,261	$0	$305,563	$0	$0	$0
ISHITA MUKERJI
CHAIR OF FACULTY	$184,761	$0	$3,000	$0	$0	$0	$30,326	$0	$81,256	$0	$299,343	$0	$0	$0
NATHANAEL GREENE
PROFESSOR	$239,782	$0	$3,000	$0	$0	$0	$22,352	$0	$31,108	$0	$296,242	$0	$0	$0
RENELL M WYNN
VICE PRESIDENT FOR COMMUNICATIONS	$243,152	$0	$3,000	$0	$0	$0	$22,753	$0	$26,988	$0	$295,893	$0	$0	$0
DAVE BAIRD
VICE PRESIDENT FOR IT/CIO	$213,731	$0	$3,000	$0	$0	$0	$39,125	$0	$31,060	$0	$286,916	$0	$0	$0
SEAN MCCANN
FMR CHAIR OF FACULTY	$170,294	$0	$3,000	$0	$0	$0	$15,910	$0	$82,808	$0	$272,012	$0	$0	$0
ALISON P WILLIAMS
VP EQUITY&INCLUSION/TITLE IX	$186,759	$0	$3,000	$0	$0	$0	$17,373	$0	$55,027	$0	$262,159	$0	$0	$0
JANICE R NAEGELE
FMR CHAIR OF FACULTY	$205,040	$0	$3,000	$0	$0	$0	$18,431	$0	$17,473	$0	$243,944	$0	$0	$0
ANDREA L PATALANO
FMR CHAIR OF FACULTY	$162,295	$0	$3,000	$0	$0	$0	$14,484	$0	$28,384	$0	$208,163	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	BENEFITS UNDER THE UNIVERSITY'S TRAVEL POLICY, EMPLOYEES MAY TRAVEL IN COACH CLASS ONLY. IN CIRCUMSTANCES WHERE SCHEDULING OR A MEDICAL CONDITION NECESSITATES OTHER ARRANGEMENTS, BUSINESS CLASS TRAVEL IS AUTHORIZED. ON INFREQUENT OCCASIONS WHERE BUSINESS CLASS OPTIONS HAVE NOT BEEN AVAILABLE, THE PRESIDENT HAS TRAVELLED FIRST CLASS WITH THE SPECIFIC APPROVAL OF THE FINANCE OFFICE. THE PRESIDENT AND VICE PRESIDENT FOR STUDENT AFFAIRS MUST LIVE ON CAMPUS AS A REQUIREMENT OF THEIR EMPLOYMENT AND THE FAIR MARKET VALUE OF THE HOUSING HAS BEEN INCLUDED AS A NON-TAXABLE FRINGE BENEFIT ON SCHEDULE J.
PART I, LINE 7	NON-FIXED BONUSES 50% OF INVESTMENT OFFICE BONUSES ARE BASED ON QUANTITATIVE METRICS AND 50% ARE BASED ON A QUALITATIVE ASSESSMENT OF STAFF PERFORMANCE BY THE CIO AND BOARD OF TRUSTEES. THE PRESIDENT HAS AN INCENTIVE BONUS BASED ON FUNDRAISING TARGETS SET BY THE BOARD OF TRUSTEES EVERY YEAR.
PART II, COLUMN D	HOUSING ALLOWANCES THE FAIR MARKET VALUE OF HOUSING PROVIDED TO THE FOLLOWING INDIVIDUALS, AS A REQUIREMENT OF THEIR EMPLOYMENT, THAT IS REPORTED IN THEIR NONTAXABLE BENEFITS IS AS FOLLOWS: PRESIDENT: $55,046 VICE PRESIDENT FOR STUDENT AFFAIRS: $11,875

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
CHEFA 2010 SERIES H
A	060806186	20774U3A1	2010-05-18	$20,105,000	REFUND 2005 BOND ISSUE	0	0	0
CHEFA 2021 SERIES I
B	060806186	20775DMT6	2021-07-22	$45,336,006	FINANCE CAPITAL EXPENDITURE	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	UnspentUnspentAmt
A	$20,105,000	$105,000	$20,000,000	2008	Yes (1)	0	Yes (1)	Yes (1)
B	$45,336,006	$336,006	$4,587,366		0	0	Yes (1)	Yes (1)	$40,412,634

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	0	Yes (1)	Yes (1)	0	0.00040	0.00040	0	0	Yes (1)
B	0	0	0		0			0	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 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	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	0	0	0	Yes (1)	Yes (1)	0	0	0	Yes (1)
B	0	Yes (1)	0	0	0	0	0	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, CHEFA 2010 SERIES G	DEFEASEMENT OF SERIES G ON MAY 31, 2016, THE UNIVERSITY ISSUED $250 MILLION OF CENTURY BONDS AT AN INTEREST RATE OF 4.781%. THE UNIVERSITY USED $203 MILLION TO CREATE A "REFUNDING TRUST", WITH BANK OF NEW YORK MELLON AS A TRUSTEE, TO LEGALLY DEFEASE ALL OF WESLEYAN'S OUTSTANDING TAX-EXEMPT SERIES G BONDS REDEEMABLE ON JULY 1, 2020.
PART III, LINE 4	CERTAIN UNRELATED BUSINESS ACTIVITIES ARE CARRIED ON IN THE TAX-EXEMPT BOND-FINANCED PROPERTIES, GIVING RISE TO PRIVATE BENEFIT USE. HOWEVER, THESE UNRELATED BUSINESS ACTIVITIES HAVE CONSISTENTLY GENERATED LOSSES AND ARE NOT REPORTED ON THE UNIVERSITY'S FORM 990-T.
PART IV, LINE 2A	NO REBATE CALCULATION WAS COMPLETED SINCE THE 2010 BOND ISSUE WAS STRICTLY A REFUNDING OF PRIOR BOND ISSUES AND THERE WERE NO CONSTRUCTION FUND OR ADDITIONAL PROCEEDS EXPENDED.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Field	Value	IRS element (for citing)
Person	ISHITA MUKERJI	PersonNm
Relationship With Org	KEY EMPLOYEE	RelationshipWithOrgTxt
Loan Purpose	MORTGAGE	LoanPurposeTxt
Loan From Organization	Yes (X)	LoanFromOrganizationInd
Original Principal	$147,000	OriginalPrincipalAmt
Balance Due	$73,514	BalanceDueAmt
Default	0	DefaultInd
Board Or Committee Approval	Yes (1)	BoardOrCommitteeApprovalInd
Written Agreement	Yes (1)	WrittenAgreementInd

Field	Value	IRS element (for citing)
Total Balance Due	$73,514	TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
ANNE GREENE
FAMILY OF J FRANK-TRUSTEE	$247,916	EMPLOYEE COMPENSATION	0
NATHANAEL GREENE
FAMILY OF J FRANK-TRUSTEE	$298,080	EMPLOYEE COMPENSATION	0
KARI WEIL
SPOUSE OF M ROTH-OFFICER	$161,791	EMPLOYEE COMPENSATION	0
FRANCESCA BAIRD
SPOUSE OF D BAIRD-KEY	$118,796	EMPLOYEE COMPENSATION	0
CHRISTIAN LANSER
SPOUSE OF I MUKERJI-KEY	$125,699	EMPLOYEE COMPENSATION	0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	212	ContributionCnt
Noncash Contributions Rpt F990	$11,006,558	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	OTHER	Desc
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$11	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	1	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, COLUMN (B):	FormAndLineReferenceDesc
Explanation	THE UNIVERSITY REPORTS THE NUMBER OF CONTRIBUTORS IN PART I, COLUMN (B).	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 1 & PART III, LINE 1	ORGANIZATION'S MISSION I. WESLEYAN UNIVERSITY IS DEDICATED TO PROVIDING AN EDUCATION IN THE LIBERAL ARTS THAT IS CHARACTERIZED BY BOLDNESS, RIGOR, AND PRACTICAL IDEALISM. AT WESLEYAN, DISTINGUISHED SCHOLAR-TEACHERS WORK CLOSELY WITH STUDENTS, TAKING ADVANTAGE OF FLUIDITY AMONG DISCIPLINES TO EXPLORE THE WORLD WITH A VARIETY OF TOOLS. THE UNIVERSITY SEEKS TO BUILD A DIVERSE, ENERGETIC COMMUNITY OF STUDENTS, FACULTY, AND STAFF WHO THINK CRITICALLY AND CREATIVELY AND WHO VALUE INDEPENDENCE OF MIND AND GENEROSITY OF SPIRIT. II. VALUES AND CULTURE AS A LEARNING COMMUNITY WESLEYAN EDUCATES STUDENTS TO BECOME INDEPENDENT THINKERS CAPABLE OF CONTINUING TO LEARN AND ABLE TO TRANSLATE INTELLECTUAL RIGOR INTO REAL-WORLD ACTION. AT WESLEYAN, STUDENTS ARE DRIVEN TO MAKE KNOWLEDGE MORE AVAILABLE AND MORE MEANINGFUL, TO PUSH INSIGHTS ACROSS BORDERS INTO NEW DOMAINS, AND TO ENGAGE WITH NEW OR NEGLECTED AUDIENCES. THEY DISCOVER WHAT THEY LOVE TO DO AND GET BETTER AT IT - WHILE CONSTANTLY BEING CHALLENGED TO MAKE WHAT THEY LEARN RELEVANT TO OTHERS. WESLEYAN CREATES AN ENVIRONMENT IN WHICH STUDENTS CAN STRIVE FOR EXCELLENCE THROUGH HARD WORK THAT IS JOYFUL AND SATISFYING. ALUMNI OF THE INSTITUTION CONTINUE TO DRAW ON THEIR LEARNING EXPERIENCES FOR THE REST OF THEIR LIVES AND REMAIN DEVOTED TO THE INSTITUTION. AS A CENTER FOR CREATIVE PRACTICE WESLEYAN ATTRACTS FACULTY AND STUDENTS WHO FIND ENORMOUS VALUE IN INDEPENDENT RESEARCH, SCHOLARSHIP, AND CREATIVE PRACTICE. PROFESSORS EMBRACE THEIR ROLE AS SCHOLARS-TEACHERS AND ARE ENERGIZED BY THEIR STUDENTS' DEEP INQUISITIVENESS, UNGUARDED CURIOSITY, AND EAGERNESS TO EXPLORE BEYOND THE SYLLABUS. THE UNIVERSITY'S SMALL GRADUATE PROGRAMS IN THE SCIENCES AND MUSIC FACILITATE COLLABORATIVE RESEARCH. UNDERGRADUATES ARE GIVEN OPPORTUNITIES FOR ADVANCED INDEPENDENT WORK THROUGH WHICH THEY INCREASE THEIR INTELLECTUAL CAPACITIES AND DISCOVER ASPECTS OF THEMSELVES AND THE WORLD THAT WILL REMAIN MEANINGFUL TO THEM LONG AFTER GRADUATION. MEMBERS OF THE WESLEYAN COMMUNITY ADDRESS SCHOLARLY ISSUES OF IMPORTANCE TO THEIR RESPECTIVE FIELDS AND REGULARLY PRODUCE WORK THAT GOES BEYOND ACADEMIC REALMS TO HAVE A POSITIVE IMPACT ON PUBLIC LIFE. AS AN INSTITUTIONAL CITIZEN AND LEADER IN EDUCATION WESLEYAN INSPIRES FACULTY, STAFF AND STUDENTS TO PLAY ACTIVE ROLES AS NEIGHBORS AND CITIZENS. THE UNIVERSITY CONTRIBUTES ECONOMICALLY AND CULTURALLY TO MIDDLETOWN, AND IT INSTILLS IN ITS GRADUATES A SENSE OF CIVIC POSSIBILITY AND PURPOSE. WESLEYAN ALUMNI CREATE OPPORTUNITIES TO INTEGRATE SERVICE INTO THEIR PROFESSIONAL AND PERSONAL LIVES AND GENEROUSLY SUPPORT THE EDUCATIONAL ENTERPRISE ON CAMPUS. THE UNIVERSITY SUPPORTS THE CONTINUED EVOLUTION OF A LIBERAL ARTS EDUCATION AND MAKES A CASE FOR ITS IMPORTANCE IN THE PUBLIC SPHERE. MEMBERS OF THE WESLEYAN COMMUNITY REGULARLY GO ON TO DISTINGUISHED CAREERS IN PUBLIC SERVICE, AND THE UNIVERSITY PROVIDES SUPPORT FOR DISSEMINATING SCHOLARSHIP THAT CAN HAVE POSITIVE PUBLIC IMPACT.
FORM 990, PART VI, SECTION B, LINE 11B	FORM 990 REVIEW PROCESS THE UNIVERSITY'S FISCAL YEAR END IS JUNE 30. THE AUDITED FINANCIAL STATEMENTS ARE FINALIZED IN LATE OCTOBER DUE TO THE TIME IT TAKES TO VALUE ENDOWMENT ASSETS. DURING NOVEMBER AND DECEMBER, A TAX COMMITTEE CONSISTING OF UNIVERSITY GENERAL COUNSEL, ASSOCIATE VP FOR FINANCE, AND CONTROLLER MEET TO DISCUSS ANY SIGNIFICANT CHANGES IN POLICIES, GOVERNANCE, MANAGEMENT AND OTHER ACTIVITY. IN ADDITION, THE FINANCE OFFICE REACHES OUT TO OTHER DEPARTMENTS SUCH AS ACADEMIC AFFAIRS, UNIVERSITY RELATIONS, AND ADMISSIONS TO DETERMINE POTENTIAL FILING ACTIVITY. DURING JANUARY AND FEBRUARY THE CONTROLLER'S OFFICE WORKS WITH THE EXTERNAL AUDITORS TO COMPLETE A DRAFT DOCUMENT FOR THE ANNUAL AUDIT COMMITTEE MEETING. THE DOCUMENT IS PROVIDED TO EACH MEMBER OF THE AUDIT COMMITTEE AND DISCUSSED DURING THE MEETING. THE CHAIR OF THE AUDIT COMMITTEE WILL SUMMARIZE THE REVIEW TO THE FULL BOARD OF TRUSTEES AT THE NEXT MEETING. THE FINAL RETURN IS FILED IN MAY WITH A COPY OF THE FINAL RETURN MADE AVAILABLE THROUGH THE TRUSTEE SECURE PORTAL A COUPLE OF WEEKS PRIOR TO THE FINAL FILING TO EACH VOTING MEMBER OF THE GOVERNING BOARD.
FORM 990, PART VI, SECTION B, LINE 12C	CONFLICT OF INTEREST POLICY THE UNIVERSITY POSTS ITS CONFLICT OF INTEREST POLICY ON ITS WEBSITE AND REQUIRES QUESTIONNAIRE COMPLETION FROM UNIVERSITY FACULTY, STAFF AND TRUSTEES ON AN ANNUAL BASIS. FACULTY AND STAFF ARE COLLECTED ELECTRONICALLY THROUGH NETWORK SIGN ON. CONFLICT OF INTEREST QUESTIONNAIRES FROM BOARD MEMBERS ARE COLLECTED BY THE SECRETARY OF THE UNIVERSITY AND REVIEWED BY LEGAL COUNSEL. RESPONSES ARE MONITORED BY THE UNIVERSITY GENERAL COUNSEL IN CONJUNCTION WITH THE PRESIDENT'S OFFICE. ANY SUPERVISOR RECEIVING NOTICE OF A POTENTIAL CONFLICT OF INTEREST SHALL DETERMINE WHETHER THE SITUATION PRESENTS A POTENTIAL CONFLICT OF INTEREST UNDER THIS POLICY AND DOCUMENT THEIR DETERMINATION IN WRITING. UNLESS THE SUPERVISOR IS ABLE TO CLEARLY DETERMINE THAT NO SUCH CONFLICT EXISTS OR IN THE CASE THAT THE INDIVIDUAL DISAGREES WITH THE SUPERVISOR'S DECISIONS, THE SUPERVISOR SHALL REQUIRE THE INDIVIDUAL TO DISCLOSE THE SITUATION IN WRITING AND THE SUPERVISOR AND/OR INDIVIDUAL SHALL FORWARD THAT DESCRIPTION TO AN APPROPRIATE VICE PRESIDENT OR SENIOR OFFICER OF THE UNIVERSITY. THE SUPERVISOR SHALL NOT PERMIT ANY INDIVIDUAL TO PARTICIPATE IN THE QUESTIONABLE ACTIVITY UNLESS AND UNTIL A VICE PRESIDENT OR SENIOR OFFICER OF THE UNIVERSITY HAS REVIEWED THE ACTIVITY AND CONFIRMED IN WRITING THAT THE ACTIVITY MAY CONTINUE AND/OR THAT THERE ARE RELEVANT SAFEGUARDS IN PLACE TO PROTECT THE UNIVERSITY. ANY INDIVIDUAL WHO DISAGREES WITH A CONFLICT-RELATED DECISION OF ANY VICE PRESIDENT OR SENIOR OFFICER MAY SEEK REVIEW BY THE PRESIDENT OF THE UNIVERSITY WHOSE DECISION SHALL BE FINAL. ON AN ANNUAL BASIS THE UNIVERSITY DISTRIBUTES AND REQUIRES INDIVIDUALS TO COMPLETE A STATEMENT A) CONFIRMING THAT THEY HAVE READ AND UNDERSTOOD THE CONFLICT OF INTEREST POLICY AND B) THAT THEY HAVE NO KNOWLEDGE OF ANY CONFLICT OF INTEREST EXCEPT FOR THOSE APPROPRIATELY DISCLOSED UNDER THE POLICY.
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION POLICY WESLEYAN UNIVERSITY'S SALARY ADMINISTRATION IS DESIGNED TO ACCOMPLISH THREE MAJOR OBJECTIVES: - ATTRACT AND RETAIN HIGHLY QUALIFIED STAFF MEMBERS; - LINK COMPENSATION TO PERFORMANCE; AND - PROMOTE CONSISTENCY AND AN INTERNALLY EQUITABLE RELATIONSHIP BETWEEN SALARY AND RESPONSIBILITY A COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, COMPOSED OF THREE MEMBERS AND CHAIRED BY THE CHAIR OF THE BOARD OF TRUSTEES, IS RESPONSIBLE FOR EVALUATING THE COMPENSATION REASONABLENESS FOR ALL OFFICERS AND KEY EMPLOYEES AS DETERMINED FROM TIME TO TIME. THE COMMITTEE REVIEWS THE PERFORMANCE APPRAISAL OF THE PRESIDENT BY THE BOARD, DETERMINES THE COMPENSATION OF THE PRESIDENT, AND SETS GOALS AND PERFORMANCE MEASURES FOR THE FOLLOWING YEAR. THE COMMITTEE BEGINS DISCUSSION IN THE SECOND HALF OF THE ACADEMIC YEAR. WESLEYAN PARTICIPATES IN AN ANNUAL SURVEY OF ITS PEERS CONDUCTED BY A PRIVATE CONSULTANT. THIS PROCESS ENSURES THAT THE UNIVERSITY REMAINS CONSISTENT WITH THE REGULATORY AND LEGAL REQUIREMENTS OF COMPENSATION IN A 501(C)(3) NON-PROFIT ORGANIZATION. THE PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT MEETS THE THREE REQUIREMENTS OF THE REBUTTABLE PRESUMPTION STANDARD. THE COMPENSATION ARRANGMENT IS APPROVED IN ADVANCE BY THE ORGANIZATION'S COMPENSATION COMMITTEE. THE COMMITTEE IS APPOINTED BY THE BOARD OF TRUSTEES FOR THE PURPOSE OF ASSISTING THE BOARD TO FULFILL ITS RESPONSIBILITY TO THE ORGANIZATION AND THE COMMUNITY TO ENSURE THE COMPENSATION IS IN ACCORDANCE WITH THE ORGANIZATION'S POLICIES. PRIOR TO MAKING ANY COMPENSATION DECISIONS, THE COMPENSATION COMMITTEE OBTAINS AND RELIES UPON APPROPRIATE DATA AS TO COMPARABILITY. THE COMMITTEE UTILIZES LOCAL AND NATIONAL COMPENSATION SURVEYS TO SET COMPENSATION LEVELS. FINALLY, THE EXECUTIVE COMPENSATION COMMITTEE ADEQUATELY AND TIMELY DOCUMENTS THE BASIS FOR SETTING COMPENSATION CONCURRENTLY WITH THE MAKING OF THE DETERMINATION.
FORM 990, PART VI, SECTION C, LINE 19	PUBLIC DISCLOSURE THE UNIVERSITY POSTS ITS GOVERNING DOCUMENTS ON ITS WEBSITE AT WWW.WESLEYAN.EDU/GENERALCOUNSEL. IN ADDITION, THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS ARE ON ITS WEBSITE AT WWW.WESLEYAN.EDU/FINANCE. THE UNIVERSITY'S FORM 990 IS POSTED ON WWW.GUIDESTAR.ORG. THE FORM 990, AUDITED FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:	CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -13,150,000. POSTRETIREMENT BENEFIT OBLIGATION CHANGES 3,546,000.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER TRUST (1)
237 HIGH STREET	MIDDLETOWN	CT	06459	INVESTING	CT	N/A	T	Yes (1)
CHARITABLE REMAINDER UNITRUST - CT (18)
237 HIGH STREET	MIDDLETOWN	CT	06459	INVESTING	CT	N/A	T	Yes (1)
CHARITABLE REMAINDER UNITRUST - CA (1)
237 HIGH STREET	MIDDLETOWN	CT	06459	INVESTING	CA	N/A	T	Yes (1)
LIFE INCOME AGREEMENTS (1)
237 HIGH STREET	MIDDLETOWN	CT	06459	INVESTING	CT	N/A	T	Yes (1)
POOLED INCOME FUND (2)
237 HIGH STREET	MIDDLETOWN	CT	06459	INVESTING	CT	N/A	T	Yes (1)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd