LEHIGH UNIVERSITY: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: LEHIGH UNIVERSITY (EIN 24-0795445)
Tax period: 2019-07-01 to 2020-06-30
Filed: 2021-04-19
IRS object ID: 202111099349301261
Schema version: 2019v5.1
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	2021-04-19T09:58:54-05:00	ReturnTs
Tax Period End	2020-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PricewaterhouseCoopers 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	2019-07-01	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	6107583140	PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DAVID L HAMMER	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	6107583140	PhoneNum
Signature	2021-04-19	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOANNE KRUEGER	PreparerPersonNm
PTIN	P01235586	PTIN
Phone	2673303000	PhoneNum

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JOHN D SIMON	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	$883,825,326	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	10	VotingMembersGoverningBodyCnt
Voting Members Independent	10	VotingMembersIndependentCnt
Total Employee	1882	TotalEmployeeCnt
Total Volunteers	1759	TotalVolunteersCnt
Total Gross UBI	$265,859	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$108,975,519	PYContributionsGrantsAmt
CY Contributions Grants	$84,595,339	CYContributionsGrantsAmt
PY Program Service Revenue	$360,446,345	PYProgramServiceRevenueAmt
CY Program Service Revenue	$370,111,404	CYProgramServiceRevenueAmt
PY Investment Income	$80,226,654	PYInvestmentIncomeAmt
CY Investment Income	$51,475,298	CYInvestmentIncomeAmt
PY Other Revenue	$688,153	PYOtherRevenueAmt
CY Other Revenue	$591,388	CYOtherRevenueAmt
PY Total Revenue	$550,336,671	PYTotalRevenueAmt
CY Total Revenue	$506,773,429	CYTotalRevenueAmt
PY Grants And Similar Paid	$117,899,232	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$125,873,701	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$241,714,760	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$244,268,699	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$552,939	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$96,689	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$17,570,564	CYTotalFundraisingExpenseAmt
PY Other Expenses	$161,487,604	PYOtherExpensesAmt
CY Other Expenses	$154,131,819	CYOtherExpensesAmt
PY Total Expenses	$521,654,535	PYTotalExpensesAmt
CY Total Expenses	$524,370,908	CYTotalExpensesAmt
PY Revenues Less Expenses	$28,682,136	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$17,597,479	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,562,395,480	TotalAssetsBOYAmt
Total Assets EOY	$2,533,120,795	TotalAssetsEOYAmt
Total Liabilities BOY	$557,464,358	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$574,222,858	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,004,931,122	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,958,897,937	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	Yes (true)	SignificantChangeInd
Expense	$347,832,810	ExpenseAmt
Grant	$117,391,308	GrantAmt
Revenue	$323,010,543	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. THREE OF LEHIGH'S FOUR COLLEGES OFFER UNDERGRADUATE, MASTERS AND DOCTORAL DEGREES WHILE ONE COLLEGE OFFERS MASTERS AND DOCTORAL DEGREES ONLY. ALL FOUR COLLEGES COLLABORATE ON A VARIETY OF CROSS-DISCIPLINARY PROGRAMS AND ON CROSS-COLLEGE FACULTY RESEARCH. LEHIGH OFFERS MORE THAN 50 UNDERGRADUATE AND GRADUATE DEGREES AND OFFERS MORE THAN 100 UNDERGRADUATE PROGRAMS AND MAJORS, FEATURING MORE THAN 2,300 COURSES. THERE ARE 72 PROGRAMS OFFERED AT THE GRADUATE LEVEL. IN THE FALL OF 2019, LEHIGH UNDERGRADUATE ENROLLMENT WAS 5,153 FTE UNDERGRADUATE STUDENTS AND 1,355 FTE GRADUATE STUDENTS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$43,930,872	ExpenseAmt
Grant	$5,151,972	GrantAmt
Revenue	$707,647	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 600 ACTIVELY SUPPORTED RESEARCH PROJECTS WERE CONDUCTED IN FISCAL YEAR 2020.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$42,459,185	ExpenseAmt
Grant	$2,844,208	GrantAmt
Revenue	$37,445,532	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 2020, APPROXIMATELY 3,175 UNDERGRADUATE STUDENTS RESIDED IN RESIDENCE HALLS, FRATERNITIES OR SORORITIES AND APPROXIMATELY 220 RESIDENTS OCCUPIED GRADUATE HOUSING ON LEHIGH'S CAMPUS.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$17,443,304	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$486,213	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$8,947,682	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$451,666,171	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	9393	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	1882	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	10	GoverningBodyVotingMembersCnt
Independent Voting Member	10	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	6107583140	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	LEHIGH UNIVERSITY 306 S NEW ST STE	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 (46 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 OFFICER	40.0	0.0	Yes (X)	$1,522,394	$0	$26,589
JOHN D SIMON
PRESIDENT	40.0	0.0		$914,361	$0	$229,697	Yes (X)
PATRICK V FARRELL
PROVOST	40.0	0.0		$541,111	$0	$49,823	Yes (X)
JOSEPH E BUCK
VP, ADVANCEMENT	40.0	0.0		$489,670	$0	$43,823		Yes (X)
GEORGETTE C PHILLIPS
DEAN, COLLEGE OF BUS & ECON	40.0	0.0		$494,800	$0	$31,491		Yes (X)
PAUL BROCKMAN
PROFESSOR	40.0	0.0		$460,531	$0	$48,907		Yes (X)
PATRICIA A JOHNSON
VP FINANCE AND ADMINISTRATION	40.0	0.5		$444,707	$0	$36,883	Yes (X)
JOHN WELTY
VICE PROVOST, WESTERN REGION	40.0	0.0		$427,830	$0	$47,993		Yes (X)
STEPHEN P DEWEERTH
DEAN, P.C.ROSSIN COLL OF ENG	40.0	0.0	Yes (X)	$420,992	$0	$43,776
FRANK A ROTH
GENERAL COUNSEL, SECRETARY	40.0	2.0		$407,058	$0	$49,072	Yes (X)
WHITNEY WITT
DEAN, COLLEGE OF HEALTH	40.0	0.0		$399,350	$0	$41,055		Yes (X)
DANIEL LOPRESTI
PROFESSOR	40.0	0.0		$306,197	$0	$48,440			Yes (X)
ROBERT FLOWERS
DEAN, COLLEGE ARTS & SCIENCES	40.0	0.0	Yes (X)	$292,850	$0	$47,451
JOHN P COULTER
PROFESSOR	40.0	0.4		$267,452	$0	$34,812			Yes (X)
DENISE M BLEW
AVP FINANCE, ASST SEC, TREAS	30.0	0.0		$217,376	$0	$49,592	Yes (X)
CAMERON WESSON
INTERIM DEAN, COLL ARTS & SCI.	40.0	0.0	Yes (X)	$151,493	$0	$21,441
DAVID L HAMMER
TREASURER	40.0	0.0		$100,668	$0	$37,192	Yes (X)
RICHARD R VERMA
TRUSTEE	1.0	0.0		$5,000	$0	$0				Yes (X)
KEVIN L CLAYTON
CHAIRMAN BOARD OF TRUSTEES	3.0	0.0		$0	$0	$0				Yes (X)
ROBERT L BROWN III
VICE CHAIR BOARD OF TRUSTEES	2.0	0.0		$0	$0	$0				Yes (X)
PHILIP B SHEIBLEY
VICE CHAIR BOARD OF TRUSTEES	2.0	0.0		$0	$0	$0				Yes (X)
CRAIG H BENSON
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
NICHOLAS P BIGELOW
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
PAUL D BOSCO
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
JEFFREY BOSLAND
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
ROBERT W BUCKHEIT III
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
GARY K CHAN
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
MARIA L CHRIN
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
PETER C DIAMOND
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
PATRICK A FISCHER
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
JORDAN HITCH
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
LIA IACOCCA-ASSAD
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
ANNE R KLINE
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
MARK V MACTAS
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
JAMES R MAIDA
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
DEIDRE M MARTIN
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
PETER A MORALES
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
EDWARD RAMOS
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
MICHELE M SCARINGELLA
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
SARAT SETHI
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
JILL E TRIANI
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
KAREN O'DONNELL VANDERGOOT
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
FRANK E WALSH III
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
AMY WEAVER
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
ANDREW T WOODWARD
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	$7,863,840	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$888,037	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	507	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
WHITING TURNER CONTRACTING COMPANY
PO BOX 17596	BALTIMORE	MD	21297	CONSTRUCTION MGMT	$30,379,354
TURNER CONSTRUCTION CO
265 DAVIDSON AVE	SOMERSET	NJ	08873	CONSTRUCTION MGMT	$28,171,104
SODEXO INC AND AFFILIATES
PO BOX 360170	PITTSBURGH	PA	152516170	FOOD SERVICE	$12,585,868
ABM JANITORIAL-MID ATLANTIC INC
PO BOX 198352	ATLANTA	GA	303848352	JANITORIAL SERVICES	$9,667,370
HAMMEL GREEN AND ABRAHAMSON INC
421 NORTH 5TH STREET SUITE 100	MINNEAPOLIS	MN	55401	ARCHITECTURAL DESIGN	$5,443,713

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	107	CntrctRcvdGreaterThan100KCnt
Fundraising	$20,675	FundraisingAmt
Government Grants	$39,525,684	GovernmentGrantsAmt
All Other Contributions	$45,048,980	AllOtherContributionsAmt
Noncash Contributions	$11,487,684	NoncashContributionsAmt
Total Contributions	$84,595,339	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
AUXILIARY OPERATIONS	900099	$37,445,532	$37,445,532
TUITION REVENUE	900099	$323,010,543	$323,010,543
OTHER SALES AND SERVICES	900099	$8,484,861	$7,629,649	$855,212
PROGRAM INVESTMENT INCOME	525990	$170,996	$170,996
ALL OTHER PROGRAM SERVICE REVENUE	713990	$999,472	$909,977	$89,495

Field	Value	IRS element (for citing)
Total Program Service Revenue	$370,111,404	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$16,415,759	TotalRevenueColumnAmt
Unrelated Business Revenue	-$679,838	UnrelatedBusinessRevenueAmt
Exclusion	$17,095,597	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	$386,030	TotalRevenueColumnAmt
Exclusion	$386,030	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$707,556	RealAmt
Personal	$990	PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$291,825	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$415,731	RealAmt
Personal	$990	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$416,721	TotalRevenueColumnAmt
Unrelated Business Revenue	$990	UnrelatedBusinessRevenueAmt
Exclusion	$415,731	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$411,551,459	SecuritiesAmt
Other	$233,389	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$376,469,060	SecuritiesAmt
Other	$256,249	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$35,082,399	SecuritiesAmt
Other	-$22,860	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$35,059,539	TotalRevenueColumnAmt
Exclusion	$35,059,539	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$23,400	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$20,675	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$34,763	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$11,363	TotalRevenueColumnAmt
Exclusion	-$11,363	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

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER NONOPERATING REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	-$200,000	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$200,000	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	-$200,000	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$506,773,429	TotalRevenueColumnAmt
Related Or Exempt Func Income	$368,966,697	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$265,859	UnrelatedBusinessRevenueAmt
Exclusion	$52,945,534	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$2,737,252	TotalAmt
Program Services	$2,737,252	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$117,949,654	TotalAmt
Program Services	$117,949,654	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$5,186,795	TotalAmt
Program Services	$5,186,795	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	$4,798,811	TotalAmt
Program Services	$459,973	ProgramServicesAmt
Management And General	$3,372,426	ManagementAndGeneralAmt
Fundraising	$966,412	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$635,103	TotalAmt
Program Services	$635,103	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$180,412,420	TotalAmt
Program Services	$154,861,867	ProgramServicesAmt
Management And General	$18,131,419	ManagementAndGeneralAmt
Fundraising	$7,419,134	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$15,107,401	TotalAmt
Program Services	$12,892,271	ProgramServicesAmt
Management And General	$1,491,143	ManagementAndGeneralAmt
Fundraising	$723,987	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$31,443,386	TotalAmt
Program Services	$24,725,858	ProgramServicesAmt
Management And General	$5,329,918	ManagementAndGeneralAmt
Fundraising	$1,387,610	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$11,871,578	TotalAmt
Program Services	$10,103,119	ProgramServicesAmt
Management And General	$1,194,777	ManagementAndGeneralAmt
Fundraising	$573,682	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	$1,273,208	TotalAmt
Program Services	$114,538	ProgramServicesAmt
Management And General	$1,158,670	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$905,740	TotalAmt
Program Services	$8,761	ProgramServicesAmt
Management And General	$896,979	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$146,750	TotalAmt
Program Services	$146,750	ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$96,689	TotalAmt
Fundraising	$96,689	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$5,605,613	TotalAmt
Management And General	$5,605,613	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$21,851,958	TotalAmt
Program Services	$17,224,135	ProgramServicesAmt
Management And General	$4,096,710	ManagementAndGeneralAmt
Fundraising	$531,113	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,804,008	TotalAmt
Program Services	$1,370,583	ProgramServicesAmt
Management And General	$135,910	ManagementAndGeneralAmt
Fundraising	$297,515	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$21,128,726	TotalAmt
Program Services	$18,505,920	ProgramServicesAmt
Management And General	$1,723,721	ManagementAndGeneralAmt
Fundraising	$899,085	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$5,599,644	TotalAmt
Program Services	$2,871,388	ProgramServicesAmt
Management And General	$2,473,162	ManagementAndGeneralAmt
Fundraising	$255,094	FundraisingAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$34,299,329	TotalAmt
Program Services	$29,353,999	ProgramServicesAmt
Management And General	$3,278,531	ManagementAndGeneralAmt
Fundraising	$1,666,799	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$5,993,539	TotalAmt
Program Services	$5,435,363	ProgramServicesAmt
Management And General	$242,778	ManagementAndGeneralAmt
Fundraising	$315,398	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	$3,303,961	TotalAmt
Program Services	$2,760,028	ProgramServicesAmt
Management And General	$182,815	ManagementAndGeneralAmt
Fundraising	$361,118	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$11,072,414	TotalAmt
Program Services	$9,451,451	ProgramServicesAmt
Management And General	$1,085,141	ManagementAndGeneralAmt
Fundraising	$535,822	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$31,731,351	TotalAmt
Program Services	$27,004,464	ProgramServicesAmt
Management And General	$3,193,501	ManagementAndGeneralAmt
Fundraising	$1,533,386	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,819,979	TotalAmt
Program Services	$552,804	ProgramServicesAmt
Management And General	$1,267,175	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
NONCAPITALIZED EQUIPMENT	$2,180,775	$1,899,271	$273,784	$7,720
ATHLETIC SUPPLIES	$650,431	$650,431
LIBRARY ACQUISITIONS	$4,764,393	$4,764,393

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$524,370,908	TotalAmt
Program Services	$451,666,171	ProgramServicesAmt
Management And General	$55,134,173	ManagementAndGeneralAmt
Fundraising	$17,570,564	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	$44,655,017	BOYAmt
EOY	$65,163,545	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$48,331,227	BOYAmt
EOY	$47,870,147	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$6,000,225	BOYAmt
EOY	$5,770,594	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	$1,530,842	BOYAmt
EOY	$1,566,583	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$5,847,292	BOYAmt
EOY	$3,987,740	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,205,659,330	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$595,796,228	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$551,162,802	BOYAmt
EOY	$609,863,102	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$580,115,019	BOYAmt
EOY	$458,925,835	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$1,309,696,826	BOYAmt
EOY	$1,326,996,024	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$7,670,782	BOYAmt
EOY	$7,616,545	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	$7,385,448	BOYAmt
EOY	$5,360,680	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,562,395,480	BOYAmt
EOY	$2,533,120,795	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$49,079,974	BOYAmt
EOY	$46,934,613	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	$18,460,203	BOYAmt
EOY	$16,357,828	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$199,551,197	BOYAmt
EOY	$193,279,977	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	$169,179,784	BOYAmt
EOY	$169,210,882	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	$121,193,200	BOYAmt
EOY	$148,439,558	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$557,464,358	BOYAmt
EOY	$574,222,858	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	$968,970,172	BOYAmt
EOY	$934,631,863	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,035,960,950	BOYAmt
EOY	$1,024,266,074	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,004,931,122	BOYAmt
EOY	$1,958,897,937	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,562,395,480	BOYAmt
EOY	$2,533,120,795	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$17,597,479	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$7,513,968	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$20,921,738	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	$76,886,385	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$85,211,384	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$89,637,145	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$108,975,519	CurrentTaxYearMinus1YearAmt
Current Tax Year	$84,595,339	CurrentTaxYearAmt
Total	$445,305,772	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	$76,886,385	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$85,211,384	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$89,637,145	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$108,975,519	CurrentTaxYearMinus1YearAmt
Current Tax Year	$84,595,339	CurrentTaxYearAmt
Total	$445,305,772	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$2,987,440	SubstantialContributorsTotAmt
Public Support Total170	$442,318,332	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$19,762,629	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$18,613,904	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$21,704,670	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$23,758,293	CurrentTaxYearMinus1YearAmt
Current Tax Year	$17,509,345	CurrentTaxYearAmt
Total	$101,348,841	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	$31,207	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	-$10,024,022	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$349,534	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	-$200,000	CurrentTaxYearAmt
Total	-$9,843,281	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$536,811,332	TotalSupportAmt
Gross Receipts Rltd Activities	$1,744,055,322	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.82397	PublicSupportCY170Pct
Public Support PY170	0.81021	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	$244,105	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$244,105	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$524,126,803	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$524,370,908	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	$134,437	CurrentYearMinus3Amt
Current Year Minus2	$211,624	CurrentYearMinus2Amt
Current Year Minus1	$228,179	CurrentYearMinus1Amt
Current Year	$244,105	CurrentYearAmt
Total	$818,345	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	$2,338,415	RevenuesIncludedAmt
Assets Included	$26,009,089	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	$1,354,789,406	BeginningYearBalanceAmt
Contributions	$12,055,783	ContributionsAmt
Investment Earnings Or Losses	-$10,345,565	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$26,839,282	GrantsOrScholarshipsAmt
Other Expenditures	$41,868,530	OtherExpendituresAmt
Administrative Expenses	$6,903,000	AdministrativeExpensesAmt
End Year Balance	$1,280,888,812	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,301,639,489	BeginningYearBalanceAmt
Contributions	$21,825,537	ContributionsAmt
Investment Earnings Or Losses	$104,855,707	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$26,166,436	GrantsOrScholarshipsAmt
Other Expenditures	$41,586,891	OtherExpendituresAmt
Administrative Expenses	$5,778,000	AdministrativeExpensesAmt
End Year Balance	$1,354,789,406	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,227,986,155	BeginningYearBalanceAmt
Contributions	$23,308,799	ContributionsAmt
Investment Earnings Or Losses	$118,490,569	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$24,578,654	GrantsOrScholarshipsAmt
Other Expenditures	$42,279,380	OtherExpendituresAmt
Administrative Expenses	$1,288,000	AdministrativeExpensesAmt
End Year Balance	$1,301,639,489	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,108,192,189	BeginningYearBalanceAmt
Contributions	$12,675,739	ContributionsAmt
Investment Earnings Or Losses	$174,013,227	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$23,783,036	GrantsOrScholarshipsAmt
Other Expenditures	$41,894,964	OtherExpendituresAmt
Administrative Expenses	$1,217,000	AdministrativeExpensesAmt
End Year Balance	$1,227,986,155	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,168,168,599	BeginningYearBalanceAmt
Contributions	$41,128,325	ContributionsAmt
Investment Earnings Or Losses	-$30,743,824	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$22,975,434	GrantsOrScholarshipsAmt
Other Expenditures	$42,648,477	OtherExpendituresAmt
Administrative Expenses	$4,737,000	AdministrativeExpensesAmt
End Year Balance	$1,108,192,189	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.30300	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.43700	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.26000	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	$28,055,934	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$6,867,533	OtherCostOrOtherBasisAmt
Book Value	$34,923,467	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$757,198,597	OtherCostOrOtherBasisAmt
Depreciation	$374,690,103	DepreciationAmt
Book Value	$382,508,494	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,433,871	OtherCostOrOtherBasisAmt
Depreciation	$781,992	DepreciationAmt
Book Value	$3,651,879	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$225,330,111	OtherCostOrOtherBasisAmt
Depreciation	$180,193,113	DepreciationAmt
Book Value	$45,136,998	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$183,773,284	OtherCostOrOtherBasisAmt
Depreciation	$40,131,020	DepreciationAmt
Book Value	$143,642,264	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$609,863,102	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
ALTERNATIVE INVESTMENTS	$1,321,930,158	F
LIFE INSURANCE & OTHER INVEST	$3,402,496	F
REAL ESTATE	$1,663,370	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$1,326,996,024	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)

DescDesc	AmtAmt
ANNUITY PAYMENT LIABILITY	$17,634,122
POSTRETIREMENT BENEFIT LIABILITY	$57,581,000
FIN47 ASSET RETIREMENT OBLIGATION	$4,559,380
DEPOSITS HELD FOR OTHERS	$1,088,110
REFUNDABLE STUDENT LOANS	$820,712
OTHER LIABILITIES	$886,600
P3 FINANCING OBLIGATION	$46,286,518
RATE SWAP LIABILITY	$19,583,116

Field	Value	IRS element (for citing)
Total Liability	$148,439,558	TotalLiabilityAmt

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 16,000 OBJECTS AND PRESENTS APPROXIMATELY TEN TO TWELVE EXHIBITIONS PER YEAR IN SIX 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 2,800 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, 2020, 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	Yes (true)	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

A NON-DISCRIMINATION STATEMENT IS LOCATED ON THE GENERAL COUNSEL'S SECTION OF THE UNIVERSITY'S WEBSITE. CATALOGS, BROCHURES, NEWSPAPER ADVERTISEMENTS AND OTHER MEDIA ANNOUNCING PROGRAMS OR SOLICITING STUDENTS INCLUDE A SUMMARY STATEMENT ON THE NONDISCRIMINATORY POLICY.

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 TO 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 (34 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	EmployeeEmployeeCnt
East Asia and the Pacific	Program Services	Research	$46,482
East Asia and the Pacific	Send agents to seminar		$92,532
East Asia and the Pacific	Program Services	Global Educ. Exper.	$317,854	3
East Asia and the Pacific	Fundraising		$5,280
Europe (Including Iceland and Greenland)	Send agents to seminar		$173,723
Europe (Including Iceland and Greenland)	Program Services	Research	$95,822	2
Europe (Including Iceland and Greenland)	Program Services	Global Educ. Exper.	$639,214	5
Europe (Including Iceland and Greenland)	Fundraising		$33,730
Europe (Including Iceland and Greenland)	Investments		$242,493
Middle East and North Africa	Program Services	Global Educ. Exper.	$29,908	2
Middle East and North Africa	Send agents to seminar		$4,652
Middle East and North Africa	Program Services	Research	$2,361	1
Central America and the Caribbean	Send agents to seminar		$1,402
Central America and the Caribbean	Program Services	Global Educ. Exper.	$155,142	1
Central America and the Caribbean	Program Services	Research	$20,881	2
Russia and the Newly Independent States	Send agents to seminar		$1,410
Russia and the Newly Independent States	Program Services	Research	$669
North America	Program Services	Research	$3,878
North America	Send agents to seminar		$37,485
North America	Program Services	Global Educ. Exper.	$16,427	1
South America	Program Services	Global Educ. Exper.	$7,523
South America	Send agents to seminar		$10,484
South America	Program Services	Research	$11,588
South Asia	Send agents to seminar		$6,690
South Asia	Fundraising		$9,342
South Asia	Program Services	Research	$2,351
South Asia	Program Services	Global Educ. Exper.	$145,044
Sub-Saharan Africa	Program Services	Research	$21,795
Sub-Saharan Africa	Send agents to seminar		$9,579
Sub-Saharan Africa	Program Services	Global Educ. Exper.	$42,196
South America	Investments		$4,153,000
Central America and the Caribbean	Investments		$533,903,000
Europe (Including Iceland and Greenland)	Investments		$42,989,000
South America	Investments		$26,196

Field	Value	IRS element (for citing)
Subtotal Employees	16	SubtotalEmployeesCnt
Continuation Total Employee	1	ContinuationTotalEmployeeCnt
Total Employee	17	TotalEmployeeCnt
Subtotal Spent	$1,863,555	SubtotalSpentAmt
Continuation Spent	$581,395,578	ContinuationSpentAmt
Total Spent	$583,259,133	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt	Valuation Method UsedValuationMethodUsedDesc
East Asia and the Pacific	RESEARCH	$66,172	WIRE	N/A	N/A
Sub-Saharan Africa	RESEARCH	$8,750	WIRE	N/A	N/A

Field	Value	IRS element (for citing)
Total501c3 Org	0	Total501c3OrgCnt
Total Other Org	2	TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (16 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	9	$351,862	CHECK	N/A	N/A
SCHOLARSHIP	East Asia and the Pacific	63	$1,326,192	CHECK	N/A	N/A
SCHOLARSHIP	Europe (Including Iceland and Greenland)	21	$786,434	CHECK	N/A	N/A
SCHOLARSHIP	Middle East and North Africa	11	$362,131	CHECK	N/A	N/A
SCHOLARSHIP	North America	4	$220,103	CHECK	N/A	N/A
SCHOLARSHIP	Russia and the Newly Independent States	8	$348,989	CHECK	N/A	N/A
SCHOLARSHIP	South America	4	$108,467	CHECK	N/A	N/A
SCHOLARSHIP	South Asia	29	$684,943	CHECK	N/A	N/A
SCHOLARSHIP	Sub-Saharan Africa	14	$796,679	CHECK	N/A	N/A
FELLOWSHIP	East Asia and the Pacific	9	$33,889	check	N/A	N/A
FELLOWSHIP	Europe (Including Iceland and Greenland)	1	$720	check	N/A	N/A
FELLOWSHIP	Middle East and North Africa	2	$12,625	CHECK	N/A	N/A
FELLOWSHIP	Russia and the Newly Independent States	1	$19,023	CHECK	N/A	N/A
FELLOWSHIP	South America	1	$2,200	check	N/A	N/A
FELLOWSHIP	South Asia	6	$24,238	check	N/A	N/A
FELLOWSHIP	Sub-Saharan Africa	27	$26,378	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 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 (2 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Retained By ContractorRetainedByContractorAmt
MARTS LUNDY
1200 WALL STREET WEST	5TH FLOOR	LYNDHURST	NJ	07071	CAMPAIGN STRATEGY	false	$60,367
THE STETLER COMPANY
PO BOX 5228		DES MOINES	IA	503055228	MAILING STRATEGY	false	$36,323

Field	Value	IRS element (for citing)
Total Retained By Contractors	$96,690	TotalRetainedByContractorsAmt
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	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	$44,075	GrossReceiptsEvent1Amt
Charitable Contri Event1	$20,675	CharitableContriEvent1Amt
Gross Revenue Event1	$23,400	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$3,266	NonCashPrizesEvent1Amt
Food And Beverage Event1	$26,782	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$4,715	OtherDirectExpensesEvent1Amt
Other Events Total	0	OtherEventsTotalCnt
Gross Receipts Total	$44,075	GrossReceiptsTotalAmt
Charitable Contributions Tot	$20,675	CharitableContributionsTotAmt
Gross Revenue Total Events	$23,400	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$3,266	NonCashPrizesTotalEventsAmt
Food And Beverage Total Events	$26,782	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$4,715	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$34,763	DirectExpenseSummaryEventsAmt
Net Income Summary	-$11,363	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 (33 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Address Line2USAddress/AddressLine2Txt	Purpose Of GrantPurposeOfGrantTxt
CARNEGIE MELLON UNIVERSITY
PO BOX 371032	PITTSBURGH	PA	15250	250969449	501(C)(3)	$824,661
BETHLEHEM ECONOMIC DEVELOPMENT CORP
10 E CHURCH ST	BETHLEHEM	PA	18015	232211627	501(C)(3)	$320,072
BOARD OF REGENTS-UNIVERSITY OF NEVADA
UNIVERSITY OF NEVADA RENO	RENO	NV	895570025	886000024	GOVT	$32,873	1664 N VIRGINIA ST MAILSTOP 0124
GEORGE WASHINGTON UNIVERSITY
PO BOX 829896	PHILADELPHIA	PA	19182	530196584	501(C)(3)	$9,415
BROWN UNIVERSITY
BOX 1997	PROVIDENCE	RI	02912	050258809	501(C)(3)	$11,793	69 BROWN ST 2ND FL CASHIERS OFFICE
GEORGETOWN UNIVERSITY
BOX 571164	WASHINGTON	DC	200571164	530196603	501(C)(3)	$21,504	SPONSORED ACCOUNTING OFFICE	RESEARCH
BUTLER HOSPITAL
350 DUNCAN DRIVE	PROVIDENCE	RI	029067003	050258812	501(C)(3)	$27,406		RESEARCH
CORNELL UNIVERSITY
PO BOX 22	ITHACA	NY	148510022	150532082	501(C)(3)	$202,349
CITY OF BETHLEHEM
10 EAST CHURCH STREET	BETHLEHEM	PA	18018	246000689	GOVT	$100,000
GEORGIA TECH RESEARCH CORP
PO BOX 100117	ATLANTA	GA	30384	580603146	501(C)(3)	$79,838
FLORIDA ATLANTIC UNIVERSITY
PO BOX 198660	ATLANTA	GA	30384	650385507	GOVT	$17,796		RESEARCH
TEACHERS COLLEGE COLUMBIA UNIVERSITY
525 WEST 120TH STREET	NEW YORK	NY	10027	131624202	501(C)(3)	$84,124	ATTNJ HERNANDEZ GRANTS AND CONTRA
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
PO BOX 785541	PHILADELPHIA	PA	191785551	231352685	501(C)(3)	$40,233
HARVEY MUDD COLLEGE
301 PLATT BLVD	CLAREMONT	CA	91711	951911219	501(C)(3)	$128,612
NORTHWESTERN UNIVERSITY
633 CLARK ST	EVANSTON	IL	602080001	362167817	501(C)(3)	$116,208
UNIVERSITY OF TEXAS
PO BOX 7159	AUSTIN	TX	787137159	742897155	GOVT	$101,153
GEORGIA STATE UNIVERSITY
BOX 3999	ATLANTA	GA	303023999	581845423	GOVT	$64,597
HISPANIC CENTER LEHIGH VALLEY
520 E FOURTH STREET	BETHLEHEM	PA	18015	231882308	501(C)(3)	$50,760
HISTORIC BETHLEHEM MUSEUMS & SITES
74 W BROAD STREET SUITE 310	BETHLEHEM	PA	18018	232741808	501(C)(3)	$6,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA
9500 GILMAN DR	LA JOLLA	CA	920930009	956006142	GOVT	$43,235
LEHIGH VALLEY COMMUNITY FOUNDATION
840 HAMILTON ST STE 310	ALLENTOWN	PA	181012456	231686634	501(C)(3)	$50,000
PENNSYLVANIA STATE UNIVERSITY
227 W BEAVER AVE	STATE COLLEGE	PA	168014819	246000376	GOVT	$6,299
MONTANA STATE UNIVERSITY
PO BOX 172470	BOZEMAN	MT	597172470	816010045	GOVT	$6,874
TEMPLE UNIVERSITY
PO BOX 824242	PHILADELPHIA	PA	191824242	231365971	501(C)(3)	$56,934
WESTERN KENTUCKY UNIVERSITY
1906 COLLEGE HTS BLVD	BOWLING GREEN	KY	421011022	616055628	GOVT	$78,380
UNIVERSITY OF MISSOURI
PO BOX 807012	KANSAS CITY	MO	641807012	436003859	GOVT	$53,854
UNIVERSITY OF PITTSBURGH
500 ROSS STREET	PITTSBURGH	PA	152620001	250965591	501(C)(3)	$40,016
VANDERBILT UNIVERSITY
2301 VANDERBILT PL	NASHVILLE	TN	37240	620476822	501(C)(3)	$29,779
RHODE ISLAND HOSPITAL
167 POINT ST BOX 42	PROVIDENCE	RI	029034771	050258954	501(C)(3)	$19,834		RESEARCH
UNIVERSITY OF MARYLAND BALTIMORE
PO BOX 41428	BALTIMORE	MD	212036428	526002033	GOVT	$31,172		RESEARCH
OREGON RESEARCH INSTITUTE
1776 MILLRACE DR	EUGENE	OR	974032536	930495655	501(C)(3)	$10,966
UNIVERSITY OF HOUSTON SYSTEM
PO BOX 988	HOUSTON	TX	770010988	746001399	GOVT	$23,003	TREAS OFFICE
WRIGHT STATE UNIVERSITY
OFFICE OF THE BURSAR	DAYTON	OH	45435	310732831	GOVT	$47,408	3640 COLONEL GLENN HWY

Field	Value	IRS element (for citing)
Total501c3 Org	33	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIPS AND FELLOWSHIPS	GrantTypeTxt
Recipient	3867	RecipientCnt
Cash Grant	$117,949,654	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)
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
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 (16 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount
JOHN D SIMON
PRESIDENT	$879,645	$34,716	$178,389	$51,308	$1,144,058
PATRICK V FARRELL
PROVOST	$537,238	$3,873	$33,989	$15,834	$590,934
FRANK A ROTH
GENERAL COUNSEL, SECRETARY	$404,254	$2,804	$33,989	$15,083	$456,130
PATRICIA A JOHNSON
VP FINANCE AND ADMINISTRATION	$438,228	$6,479	$33,267	$3,616	$481,590
DENISE M BLEW
AVP FINANCE, ASST SEC, TREAS	$215,842	$1,534	$27,709	$21,883	$266,968
KRISTIN AGATONE
CHIEF INVESTMENT OFFICER	$505,658	$486	$24,222	$2,367	$1,548,983	$1,016,250
STEPHEN P DEWEERTH
DEAN, P.C.ROSSIN COLL OF ENG	$412,377	$8,615	$22,873	$20,903	$464,768
PAUL BROCKMAN
PROFESSOR	$458,115	$2,416	$33,989	$14,918	$509,438
JOHN P COULTER
PROFESSOR	$266,523	$929	$32,527	$2,285	$302,264
JOSEPH E BUCK
VP, ADVANCEMENT	$445,184	$14,486	$22,789	$21,034	$533,493	$30,000
GEORGETTE C PHILLIPS
DEAN, COLLEGE OF BUS & ECON	$487,545	$7,255	$29,163	$2,328	$526,291
JOHN WELTY
VICE PROVOST, WESTERN REGION	$416,346	$11,484	$33,989	$14,004	$475,823
WHITNEY WITT
DEAN, COLLEGE OF HEALTH	$356,764	$27,586	$22,789	$18,266	$440,405	$15,000
DANIEL LOPRESTI
PROFESSOR	$304,645	$1,552	$33,989	$14,451	$354,637
CAMERON WESSON
INTERIM DEAN, COLL ARTS & SCI.	$143,065	$8,428	$17,046	$4,395	$172,934
ROBERT FLOWERS
DEAN, COLLEGE ARTS & SCIENCES	$291,632	$1,218	$33,989	$13,462	$340,301

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1A	TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: RICHARD VERMA, TRUSTEE OF LEHIGH UNIVERSITY, RECEIVED A PAYMENT FOR HIS HONORARIUM AS A SPEAKER AT THE UNIVERSITY. THE PAYMENT WAS GROSSED UP TO COVER THE PA STATE TAXES WE ARE REQUIRED TO WITHHOLD. THE PAYMENT WAS DONATED TO THE UNIVERSITY. HOUSING ALLOWANCE: THE AMOUNT REPORTED IN COLUMN D OF PART II FOR JOHN SIMON INCLUDES THE ESTIMATED ANNUAL LEASE VALUE FOR THE PRESIDENT'S HOUSE. DR SIMON 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 SERVICES WERE ALSO PROVIDED FOR THE HOUSE. THE HOUSING ALLOWANCE WAS REPORTED 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 SUBCOMMITTEE. THE PRESIDENT RECEIVES A FULL SUBSIDY AND THE VICE PRESIDENT OF ADVANCEMENT RECEIVES A LIMITED 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 JOHN SIMON PARTICIPATES IN A 457(F) PLAN. IN KEEPING WITH THE UNIVERSITY POLICY FOR ALL OF THE PRESIDENT'S COMPENSATION AND BENEFITS, THE TERMS OF THIS PLAN WERE APPROVED BY THE BOARD OF TRUSTEES COMPENSATION SUBCOMMITTEE.
SCHEDULE J, PART I, 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 (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
NORTHAMPTON COUNTY GENERAL PURPOSE AUTHORITY
A	233007498	663507BY6	2004-05-19	$50,000,000	VARIOUS CAPITAL PROJECTS	false	false	false
NORTHAMPTON COUNTY GENERAL PURPOSE AUTHORITY
B	233007498	663540JB9	2006-08-24	$47,000,000	REFUND 10/31/96 BONDS AND CAPITAL	false	false	false
NORTHAMPTON COUNTY GENERAL PURPOSE AUTHORITY
C	233007498	663507BZ3	2007-02-01	$53,931,267	REFUND 8/24/06 AND 1/19/00 BONDS	false	false	false
NORTHAMPTON COUNTY GENERAL PURPOSE AUTHORITY
D	233007498	663507CW9	2016-10-06	$105,101,536	REF PART 2007 & REF ALL 2009 BONDS	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 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	$39,790,000	$0	$47,249,418	$0	$0	$0	$495,818	$0	$0	$30,753,600	$16,000,000	$0	2006	Yes (true)	false	Yes (true)	Yes (true)
C	$0	$29,310,000	$53,931,267	$0	$0	$0	$766,267	$0	$0	$0	$53,165,000	$0	2006	Yes (true)	false	Yes (true)	Yes (true)
D	$0	$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 (4 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	0.00290	0.00380	0.00670	Yes (true)
B	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	0.00060	0.00190	0.00250	Yes (true)
C	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	0.00200	0.00300	0.00500	Yes (true)
D	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	0.00640	0.00200	0.00840	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 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	Term Of HedgeTermOfHedgePct	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd
LEHMAN BROS SPEC FIN
A	false	false	Yes (true)	false	Yes (true)	Yes (true)	26.	false	Yes (true)	false	0	false
0
B	false	false	Yes (true)	false	Yes (true)	false				false	0	false
0
C	false	false	Yes (true)	false	Yes (true)	false				false	0	false
WELLS FARGO BANK
D	false	false	Yes (true)	false	Yes (true)	Yes (true)	23.	false	false	false	0	false

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE K, PART II, LINE 3	TOTAL PROCEEDS OF ISSUE FOR BONDS A AND B INCLUDE INTEREST EARNED.
SCHEDULE K, PART II, LINE 10	THE CAPITAL EXPENDITURES FOR THE 2007 AND 2016 BONDS ARE ZERO BECAUSE ALL OF THE PROCEEDS FROM THESE ISSUES WERE USED TO REFUND PRIOR BONDS.
SCHEDULE K, PART III, LINE 3D	RESEARCH AGREEMENTS AND MANAGEMENT AND 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 2020.
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 THE 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	12	ContributionCnt
Noncash Contributions Rpt F990	$2,338,415	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	161	ContributionCnt
Noncash Contributions Rpt F990	$8,905,657	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

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$12,172	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp

Real Estate Other RealEstateOtherGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$50,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	ATHLETICS	4	$10,443	RECEIPTS
Yes (X)	SCIENTIFIC EQUIPMENT\SUPPLIES	2	$170,997	RECEIPTS

Field	Value	IRS element (for citing)
Form8283 Received	7	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

Field	Value	IRS element (for citing)
Form And Line Reference	FORM 990, PART I, LINE 1	FormAndLineReferenceDesc
Explanation	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 III, LINE 3 IN MARCH 2020, THE WORLD HEALTH ORGANIZATION DECLARED THE OUTBREAK OF COVID-19 A GLOBAL PANDEMIC. AT THAT TIME, THE UNIVERSITY SHUT DOWN ITS DORMITORIES AND MOVED TO AN ONLINE LEARNING PLATFORM FOR THE REMAINDER OF THE ACADEMIC YEAR AND SUMMER SESSIONS. IN THE FALL OF 2020, THE SEMESTER WAS A MIXTURE OF ONLINE AND IN-PERSON COURSES. THE DORMITORY CLOSURE RESULTED IN A DECISION TO REFUND A PRO-RATED AMOUNT OF HOUSING FEES AND MEAL PLANS TO STUDENTS NO LONGER LIVING ON CAMPUS. FORM 990, PART VI, SECTION B, LINE 11A THE UNIVERSITY PROVIDES A COPY OF THE 990 TO ALL VOTING 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 VOTING 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: 900,263 RATE SWAP FAIR VALUE ADJUSTMENT: (15,101,156) NON-CASH IN KIND GIFTS: (181,440) POST RETIREMENT LIABILITY ADJUSTMENT: (6,330,000) OTHER: (209,405) ------------- TOTAL TO LINE 9: (20,921,738)	ExplanationTxt

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	$2,408	$13,000,305	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	$1,271,728	$17,006,082	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	$1,133	$918,942	LEHIGH UNIV
LUP10 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$425	$385,133	LEHIGH UNIV
LUP11 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$0	$60,394	LEHIGH UNIV
LUP12 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$0	$2,112,692	LEHIGH UNIV
LUP13 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$10,477	$1,911,323	LEHIGH UNIV
LUP14 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$443,234	$1,641,593	LEHIGH UNIV
LUP15 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$223,992	$3,122,320	LEHIGH UNIV
LUP16 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$16,608	$247,071	LEHIGH UNIV
LUP17 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$1,700	$10,721,646	LEHIGH UNIV
LUP18 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$425	$416,195	LEHIGH UNIV
LUP19 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$0	$29,179	LEHIGH UNIV
LUP20 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$850	$0	LEHIGH UNIV
LUP21 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$425	$563,211	LEHIGH UNIV
LUP22 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$283	$608,005	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
SO-BETH FUNDING LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	STUDENT HOUS.	PA	$0	$0	LEHIGH UNIV
SOUTH RIVER INVESTMENTS LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$245,715	$3,803,853	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
7200 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 Corp Tr IdRelatedOrgTxblCorpTrGrp (14 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)
TX	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (2)
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 CORP CTR PROPERTY OWNERS ASSOC
PA	LU PROPERTIES	C CORP	false		27 MEMORIAL DRIVE WEST	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
Div Related Organization	false	DivRelatedOrganizationInd
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	Yes (true)	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	$508,350	CASH VALUE
BEN FRANKLIN TECH PARTNERS OF NORTHEASTERN PA
1C	$1,168,905	CASH VALUE
MANUFACTURERS RESOURCE CENTER
1L	$68,934	CASH VALUE
BEN FRANKLIN TECH PARTNERS OF NORTHEASTERN PA
1L	$147,511	CASH VALUE
LEHIGH UNIVERSITY ALUMNI ASSOCIATION
1O	$53,627	CASH VALUE
BEN FRANKLIN TECH PARTNERS OF NORTHEASTERN PA
1Q	$572,190	CASH VALUE
MANUFACTURERS RESOURCE CENTER
1Q	$412,646	CASH VALUE