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PRINCIPIA CORPORATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
PRINCIPIA CORPORATION (EIN 43-0652667)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-02-14
IRS object ID
202020459349300222
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-02-14T11:30:05-06:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1225 West Wacker Drive Suite 2600AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606061224ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN430652667EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Principia CorporationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPRINBusinessNameControlTxt
Phone3144342100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line113201 Clayton RoadAddressLine1Txt
CitySt LouisCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63131ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDonald D MillerPersonNm
Person TitleController and Assistant CFOPersonTitleTxt
Signature2020-02-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNicole BencikPreparerPersonNm
PTINP00756195PTIN
Phone3128997000PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-11-06 18:47:13ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Donald D MillerBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line113201 Clayton RoadAddressLine1Txt
CitySt LouisCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63131ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$170,172,324GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.principia.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1912FormationYr
Legal Domicile StateMOLegalDomicileStateCd
Activity Or MissionTHE PRINCIPIA SHALL SEEK TO SERVE THE CAUSE OF CHRISTIAN SCIENCE THROUGH APPROPRIATE CHANNELS OPEN TO IT AS AN EDUCATIONAL INSTITUTION.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee1329TotalEmployeeCnt
Total Volunteers652TotalVolunteersCnt
Total Gross UBI$1,912,570TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$2,907,178NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$11,786,791PYContributionsGrantsAmt
CY Contributions Grants$30,390,504CYContributionsGrantsAmt
PY Program Service Revenue$28,734,060PYProgramServiceRevenueAmt
CY Program Service Revenue$28,197,713CYProgramServiceRevenueAmt
PY Investment Income$48,035,397PYInvestmentIncomeAmt
CY Investment Income$41,247,244CYInvestmentIncomeAmt
PY Other Revenue$1,324,382PYOtherRevenueAmt
CY Other Revenue$1,424,196CYOtherRevenueAmt
PY Total Revenue$89,880,630PYTotalRevenueAmt
CY Total Revenue$101,259,657CYTotalRevenueAmt
PY Grants And Similar Paid$15,724,420PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$15,609,405CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$44,838,974PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$45,537,280CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$83,494CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,295,180CYTotalFundraisingExpenseAmt
PY Other Expenses$33,781,094PYOtherExpensesAmt
CY Other Expenses$32,359,624CYOtherExpensesAmt
PY Total Expenses$94,344,488PYTotalExpensesAmt
CY Total Expenses$93,589,803CYTotalExpensesAmt
PY Revenues Less Expenses-$4,463,858PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$7,669,854CYRevenuesLessExpensesAmt
Total Assets BOY$874,178,798TotalAssetsBOYAmt
Total Assets EOY$878,107,421TotalAssetsEOYAmt
Total Liabilities BOY$46,129,044TotalLiabilitiesBOYAmt
Total Liabilities EOY$49,019,456TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$828,049,754NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$829,087,965NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPrincipia's primary purpose is to serve the cause of Christian Science as an independent educational institution, providing pre-k through 12th grade education on its campus in west St. Louis County, Missouri, and college education on its campus in Elsah, Illinois. Established in 1898, Principia accepts no government funding and is not an activity of the Christian Science church.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$39,700,014ExpenseAmt
Grant$15,609,405GrantAmt
Revenue$19,231,916RevenueAmt
DescINSTRUCTION: IN 1897, MARY KIMBALL MORGAN, A CHRISTIAN SCIENTIST, BEGAN HOME-SCHOOLING HER TWO SONS BECAUSE SHE BELIEVED SHE COULD GIVE THEM A FULLER EDUCATION THAN WHAT WAS BEING OFFERED IN THE PUBLIC SCHOOLS. GRADUALLY, IT BECAME APPARENT TO MRS. MORGAN THAT THE ESTABLISHMENT OF A SCHOOL WAS NEEDED. THE NAME "PRINCIPIA", MEANING "FIRST PRINCIPLES," WAS CHOSEN FOR THE SCHOOL MRS. MORGAN ESTABLISHED IN 1898. PRINCIPIA'S PRIMARY PURPOSE IS TO SERVE THE CAUSE OF CHRISTIAN SCIENCE AS AN EDUCATIONAL INSTITUTION - NOT THROUGH TEACHING THE THEOLOGY OF CHRISTIAN SCIENCE, BUT THROUGH PROVIDING PROGRAMS WHICH WILL ALLOW ITS STUDENTS TO GROW INTELLECTUALLY, ATHLETICALLY, SOCIALLY, MORALLY, AND SPIRITUALLY WITH THE SUPPORT AND EXAMPLE OF FELLOW STUDENTS, FACULTY AND STAFF. PRINCIPIA STRIVES TO TRAIN ITS STUDENTS "TO THINK CLEARLY, VIGOROUSLY, FEARLESSLY, TOLERANTLY, UNSELFISHLY." TEACHING AT PRINCIPIA ALSO "EMPHASIZES THE POINT OF VIEW THAT EDUCATION CARRIES WITH IT THE OBLIGATION TO USE TECHNICAL SKILLS AND INTELLECTUAL ATTAINMENTS FOR THE BETTERMENT OF HUMANITY." PRINCIPIA "TAKES THE POSITION THAT EDUCATION IN ITS FULLEST SENSE CANNOT BE CONFINED TO ACADEMIC SUBJECTS BUT INCLUDES THE BUILDING OF CHARACTER" (FROM PURPOSE AND POLICIES OF THE PRINCIPIA). PRINCIPIA COLLEGE FACTS PRINCIPIA COLLEGE IS LOCATED IN ELSAH, ILLINOIS. THE CURRICULUM OFFERS MEN AND WOMEN COURSES IN 26 REGULAR ACADEMIC MAJORS LEADING TO EITHER A BACHELOR OF ARTS OR BACHELOR OF SCIENCE DEGREE. 67% OF COLLEGE FACULTY HOLD TERMINAL DEGREES. NATIONAL PUBLICATIONS RECOGNIZE PRINCIPIA COLLEGE AS ONE OF THE TOP LIBERAL ARTS SCHOOLS IN THE MIDWEST. THE COLLEGE IS ACCREDITED BY THE HIGHER LEARNING COMMISSION OF THE NORTH CENTRAL ASSOCIATION OF COLLEGES AND SCHOOLS AND ENROLLS APPROXIMATELY 400-450 STUDENTS EACH ACADEMIC YEAR. PRINCIPIA SCHOOL FACTS PRE-SCHOOL, LOWER SCHOOL, MIDDLE SCHOOL, UPPER SCHOOL PRINCIPIA SCHOOL IS A COED BOARDING AND DAY SCHOOL FOR CHRISTIAN SCIENTISTS LOCATED ON A 360-ACRE CAMPUS IN THE WESTERN SUBURBS OF ST. LOUIS. INSTRUCTION IS PROVIDED TO APPROX. 400 STUDENTS IN PRE-SCHOOL THROUGH 12TH GRADE. OVER 90 PERCENT OF GRADUATING SENIORS GO ON TO COLLEGE. THE UPPER SCHOOL OFFERS 21 HONORS/AP CLASSES. 31 STATES AND 16 COUNTRIES ARE REPRESENTED AMONG THE STUDENTS. 68% OF UPPER SCHOOL FACULTY HOLD ADVANCED DEGREES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$14,570,421ExpenseAmt
Revenue$8,965,797RevenueAmt
DescAUXILIARY ENTERPRISES: FOOD SERVICES ARE PROVIDED TO STUDENTS, FACULTY, AND STAFF THROUGH TWO FULL-SERVICE DINING ROOMS, PLUS A STUDENT GRILL. DORMITORIES PROVIDE HOUSING AT PRINCIPIA COLLEGE AT 12 HOUSES. APPROXIMATELY 60% OF UPPER SCHOOL STUDENTS ARE HOUSED IN EITHER A BOYS' OR GIRLS' DORMITORY. STUDENTS MAY PURCHASE A VARIETY OF SCHOOL SUPPLIES, BOOKS, CLOTHING, AND PERSONAL ITEMS AT EITHER THE COLLEGE OR SCHOOL BOOKSTORE.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$12,540,045ExpenseAmt
DescSTUDENT SERVICES: INCLUDES ADMISSIONS, REGISTRAR, COLLEGE ATHLETICS, OFFICE OF STUDENT LIFE AND HEALTH SERVICES. PRINCIPIA COLLEGE IS A MEMBER OF THE ST. LOUIS INTERCOLLEGIATE ATHLETIC CONFERENCE (SLIAC), WHICH INCLUDES 10 COLLEGES LOCATED IN KENTUCKY, ILLINOIS, IOWA, AND MISSOURI. PRINCIPIA TEAMS COMPETE IN 8 MEN'S AND 8 WOMEN'S SPORTS. NO ATHLETIC SCHOLARSHIPS ARE OFFERED BY ANY MEMBER OF SLIAC. PRINCIPIA COLLEGE MAINTAINS SEVERAL ATHLETIC FACILITIES, INCLUDING AN ATHLETIC CENTER, NATATORIUM, FIELD HOUSE, INDOOR TENNIS CENTER, 4 OUTDOOR FIELDS, OUTDOOR TENNIS COURTS, AND RUNNING TRAILS. UPPER SCHOOL STUDENTS MAY PARTICIPATE IN THE ST. LOUIS METRO LEAGUE IN ONE OR MORE SPORTS OF THE 18 OFFERED. THE ATHLETIC FACILITIES INCLUDE 3 GYMNASIUMS, AN INDOOR SWIMMING POOL, SOCCER FIELD, FOOTBALL FIELD, ALL-WEATHER RUNNING TRACK, BASEBALL AND SOFTBALL FIELDS, TENNIS COURTS, ROPES COURSE, AND CROSS COUNTRY COURSE. THE OFFICE OF STUDENT LIFE COORDINATES COLLEGE SOCIAL ACTIVITIES, INTERNATIONAL STUDENT SUPPORT, RESIDENTIAL LIVING, AND STUDENT GOVERNMENT.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$5,970,338ExpenseAmt
Revenue$1,238,499RevenueAmt
DescOTHER: OTHER SERVICES, INCLUDING ACADEMIC SUPPORTDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$5,970,338TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$1,238,499TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$72,780,818TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document1215IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee1329EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryINForeignCountryCd
Foreign CountryEIForeignCountryCd
Foreign CountryITForeignCountryCd
Foreign CountryLGForeignCountryCd
Foreign CountryMYForeignCountryCd
Foreign CountryMXForeignCountryCd
Foreign CountryNLForeignCountryCd
Foreign CountryPLForeignCountryCd
Foreign CountrySPForeignCountryCd
Foreign CountryTHForeignCountryCd
Foreign CountryTUForeignCountryCd
Foreign CountryAEForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryBRForeignCountryCd
Foreign CountryCAForeignCountryCd
Foreign CountryCYForeignCountryCd
Foreign CountryEZForeignCountryCd
Foreign CountryFRForeignCountryCd
Foreign CountryGMForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Donald D MillerBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3145143103PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line113201 Clayton RoadAddressLine1Txt
CitySt LouisCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63131ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Meridee K Olsen
Chair10.0Yes (X)Yes (X)$0$0$0
Charles Lindahl
Vice Chair5.0Yes (X)Yes (X)$0$0$0
Robert J Macdonald
Secretary5.0Yes (X)Yes (X)$0$0$0
Allan Marquardt
Treasurer5.0Yes (X)Yes (X)$0$0$0
John D Friborg
Executive Comm Member-at-large5.0Yes (X)Yes (X)$0$0$0
Jayme Walker Holcomb
Trustee5.0Yes (X)$0$0$0
Mindy Savides
Trustee5.0Yes (X)$0$0$0
Stephen J Shaper
Trustee5.0Yes (X)$0$0$0
Steve DeWindt
Trustee5.0Yes (X)$0$0$0
Glen H Cope
Trustee5.0Yes (X)$0$0$0
William Merritt
Trustee5.0Yes (X)$0$0$0
Scott L Schneberger
Trustee5.0Yes (X)$0$0$0
Dennis Marunde
Trustee5.0Yes (X)$0$0$0
Bruce Bond
Trustee5.0Yes (X)$0$0$0
Marshall Ingwerson
Chief Executive40.0Yes (X)$324,618$0$28,105
D DOUGLAS GIBBS
CFO (through January 2019)40.0Yes (X)$184,938$0$20,406
Donald D Miller
Interim CFO (beginning Feb 2019) and Controller40.0Yes (X)$99,578$0$16,180
Lee Barron
General Counsel40.0Yes (X)$227,424$0$27,904
HOWARD E BERNER JR
CHIEF INVESTMENT OFFICER40.0Yes (X)$260,615$0$26,976
Barbara Blackwell
Chief Advancement Officer40.0Yes (X)$163,395$0$35,741
EDWARD MCCARTY
ASSISTANT SECRETARY40.0Yes (X)$118,595$0$47,532
KAREN B DEARBORN
ASSISTANT SECRETARY (through 9/20/18)40.0Yes (X)$186,967$0$13,593
PETER ALAN STEVENS
ASSISTANT SECRETARY (through 9/20/18)40.0Yes (X)$189,726$0$14,626
Charles T Brantingham
HEAD OF SCHOOL40.0$221,935$0$164,274Yes (X)
Jolanda Westerhof
College President (beginning March 2018)40.0$223,691$0$70,116Yes (X)
Peter Dry
Assistant Head of School40.0$148,856$0$68,621Yes (X)
Libby Scheiern
Associate Academic Dean and Director of Center for Teaching and Learning40.0$130,428$0$12,342Yes (X)
Laurance Doyle
Director of the Institute for the Metaphysics of Physics40.0$128,082$0$5,180Yes (X)
Heidi Snow
Interim Dean of Academics40.0$113,295$0$11,078Yes (X)
Jordan Poznick
Director of Recruiting40.0$112,979$0$48,426Yes (X)
Joseph M Ritter
College Provost (thru June 2018)40.0$106,025$0$10,955Yes (X)
Jonathan W Palmer
College President (thru March 2018)40.0$123,321$0$30,798Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,064,468TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$652,853TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K28IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Helmkamp Construction Co
707 Berkshire BlvdEast AltonIL620241326Construction Services$10,385,752
Talbert Industrial Commercial Services Inc
PO Box 287ChesterfieldMO63006Hazardous material abatement$942,762
Ellucian Company LP
4 Country View RoadMalvernPA193551408IT Support Services$691,943
Conference Technologies Inc
POBox 66726St LouisMO631666726Construction services$579,914
Maul Excavating Inc
30825 Crystal Lake RoadBrightonIL62012Construction services$551,918
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K38CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
All Other Contributions$30,390,504AllOtherContributionsAmt
Noncash Contributions$430,559NoncashContributionsAmt
Total Contributions$30,390,504TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Tuition and fees611600$19,231,916$19,231,916
Auxiliary enterprises611600$8,322,513$8,322,513
Fees for non-academic credit offerings611600$643,284$643,284

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$28,197,713TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,413,479TotalRevenueColumnAmt
Unrelated Business Revenue$1,912,570UnrelatedBusinessRevenueAmt
Exclusion$14,500,909ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,218,406RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$1,032,709RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$185,697RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$185,697TotalRevenueColumnAmt
Exclusion$185,697ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$92,705,769SecuritiesAmt
Other$7,954OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$67,879,958SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$24,825,811SecuritiesAmt
Other$7,954OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,833,765TotalRevenueColumnAmt
Exclusion$24,833,765ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Credit card purchase rebates900099$82,151$82,151
COBRA pymnts from former employees900099$40,522$40,522
Child care charged to employees900099$142,124$142,124

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$973,702TotalRevenueColumnAmt
Related Or Exempt Func Income$973,702RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,238,499OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$101,259,657TotalRevenueColumnAmt
Related Or Exempt Func Income$29,436,212RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,912,570UnrelatedBusinessRevenueAmt
Exclusion$39,520,371ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$10,000TotalAmt
Program Services$10,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$15,599,405TotalAmt
Program Services$15,599,405ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,631,986TotalAmt
Management And General$2,272,406ManagementAndGeneralAmt
Fundraising$359,580FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$255,660TotalAmt
Program Services$255,660ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$31,300,423TotalAmt
Program Services$25,211,255ProgramServicesAmt
Management And General$3,854,098ManagementAndGeneralAmt
Fundraising$2,235,070FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,833,116TotalAmt
Program Services$1,484,489ProgramServicesAmt
Management And General$215,555ManagementAndGeneralAmt
Fundraising$133,072FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$7,072,542TotalAmt
Program Services$5,399,573ProgramServicesAmt
Management And General$1,144,548ManagementAndGeneralAmt
Fundraising$528,421FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,443,553TotalAmt
Program Services$1,862,471ProgramServicesAmt
Management And General$391,180ManagementAndGeneralAmt
Fundraising$189,902FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$120,031TotalAmt
Management And General$118,308ManagementAndGeneralAmt
Fundraising$1,723FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$146,468TotalAmt
Management And General$146,468ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$83,494TotalAmt
Fundraising$83,494FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,669,224TotalAmt
Management And General$2,669,224ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$7,046,284TotalAmt
Program Services$5,695,233ProgramServicesAmt
Management And General$1,337,279ManagementAndGeneralAmt
Fundraising$13,772FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$578,584TotalAmt
Program Services$305,994ProgramServicesAmt
Management And General$62,095ManagementAndGeneralAmt
Fundraising$210,495FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$489,318TotalAmt
Program Services$100,844ProgramServicesAmt
Management And General$284,581ManagementAndGeneralAmt
Fundraising$103,893FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,737,374TotalAmt
Program Services$385,514ProgramServicesAmt
Management And General$1,306,856ManagementAndGeneralAmt
Fundraising$45,004FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,638,481TotalAmt
Program Services$1,579,330ProgramServicesAmt
Management And General$53,819ManagementAndGeneralAmt
Fundraising$5,332FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,903,603TotalAmt
Program Services$3,423,683ProgramServicesAmt
Management And General$231,779ManagementAndGeneralAmt
Fundraising$248,141FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$444,376TotalAmt
Program Services$333,755ProgramServicesAmt
Management And General$81,962ManagementAndGeneralAmt
Fundraising$28,659FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$560,618TotalAmt
Management And General$560,618ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$6,860,152TotalAmt
Program Services$6,574,166ProgramServicesAmt
Management And General$262,768ManagementAndGeneralAmt
Fundraising$23,218FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,247,512TotalAmt
Program Services$11,630ProgramServicesAmt
Management And General$1,235,877ManagementAndGeneralAmt
Fundraising$5FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SUPPLIES & EQUIPMENT$2,309,510$2,159,472$115,960$34,078
FOOD$1,299,704$1,231,177$50,985$17,542
BOOKSTORE$170,150$172,992-$2,842
BAD DEBT$183,153$175,998$7,155

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$955,082TotalAmt
Program Services$808,177ProgramServicesAmt
Management And General$110,284ManagementAndGeneralAmt
Fundraising$36,621FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$93,589,803TotalAmt
Program Services$72,780,818ProgramServicesAmt
Management And General$16,513,805ManagementAndGeneralAmt
Fundraising$4,295,180FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,291,372BOYAmt
EOY$17,377,923EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,249,256BOYAmt
EOY$2,099,305EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$176,726BOYAmt
EOY$259,325EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$9,859,742BOYAmt
EOY$9,603,549EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$212,084BOYAmt
EOY$201,133EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$944,298BOYAmt
EOY$921,890EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$267,009,195LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$136,551,078LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$122,330,989BOYAmt
EOY$130,458,117EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$187,032,462BOYAmt
EOY$174,277,326EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$467,583,905BOYAmt
EOY$460,571,690EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$78,497,964BOYAmt
EOY$82,337,163EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$874,178,798BOYAmt
EOY$878,107,421EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,331,137BOYAmt
EOY$6,079,858EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$16,223,206BOYAmt
EOY$15,618,605EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$23,574,701BOYAmt
EOY$27,320,993EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$46,129,044BOYAmt
EOY$49,019,456EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$356,679,063BOYAmt
EOY$337,134,800EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$178,932,163BOYAmt
EOY$190,602,345EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$292,438,528BOYAmt
EOY$301,350,820EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$828,049,754BOYAmt
EOY$829,087,965EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$874,178,798BOYAmt
EOY$878,107,421EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$7,669,854ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$7,745,895NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$1,114,252OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$600,831,567BeginningYearBalanceAmt
Contributions$1,082,536ContributionsAmt
Investment Earnings Or Losses$27,646,983InvestmentEarningsOrLossesAmt
Grants Or Scholarships$12,720,956GrantsOrScholarshipsAmt
Other Expenditures$33,861,560OtherExpendituresAmt
End Year Balance$582,978,570EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$578,531,353BeginningYearBalanceAmt
Contributions$3,060,915ContributionsAmt
Investment Earnings Or Losses$65,820,930InvestmentEarningsOrLossesAmt
Grants Or Scholarships$18,607,343GrantsOrScholarshipsAmt
Other Expenditures$27,974,288OtherExpendituresAmt
End Year Balance$600,831,567EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$547,834,633BeginningYearBalanceAmt
Contributions$6,735,722ContributionsAmt
Investment Earnings Or Losses$69,807,162InvestmentEarningsOrLossesAmt
Grants Or Scholarships$18,538,184GrantsOrScholarshipsAmt
Other Expenditures$27,307,980OtherExpendituresAmt
End Year Balance$578,531,353EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$543,343,659BeginningYearBalanceAmt
Contributions$1,216,502ContributionsAmt
Investment Earnings Or Losses$47,586,016InvestmentEarningsOrLossesAmt
Grants Or Scholarships$18,205,960GrantsOrScholarshipsAmt
Other Expenditures$26,105,584OtherExpendituresAmt
End Year Balance$547,834,633EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$563,667,387BeginningYearBalanceAmt
Contributions$10,695,188ContributionsAmt
Investment Earnings Or Losses$12,044,690InvestmentEarningsOrLossesAmt
Grants Or Scholarships$17,407,937GrantsOrScholarshipsAmt
Other Expenditures$25,655,669OtherExpendituresAmt
End Year Balance$543,343,659EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.282BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.491PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.227TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$740,991OtherCostOrOtherBasisAmt
Book Value$740,991BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$195,934,569OtherCostOrOtherBasisAmt
Depreciation$100,458,227DepreciationAmt
Book Value$95,476,342BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$53,367,302OtherCostOrOtherBasisAmt
Depreciation$36,092,851DepreciationAmt
Book Value$17,274,451BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$16,966,333OtherCostOrOtherBasisAmt
Book Value$16,966,333BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$130,458,117TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (8 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
GENERAL and LIMITED PARTNERSHIPS$831,914F
REAL ESTATE$237,667F
DISTRESSED DEBT FUNDS$10,172,409F
PRIVATE EQUITY AND VENTURE CAPITAL$131,231,949F
OIL & GAS RIGHTS$2,100,831F
HEDGE FUNDS$145,609,969F
REAL ASSET FUNDS$46,981,002F
BOND AND STOCK FUNDS$123,405,949F
FieldValueIRS element (for citing)
Total Book Value Securities$460,571,690TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDescBook ValueBookValueAmt
Other$217,137
Beneficial interests in trusts held by others$27,837,710
Perpetual trusts held by third party trustees$9,475,012
Equity interest in foreign support foundation$42,705,904
Lease receivable$2,101,400
FieldValueIRS element (for citing)
Total Book Value Other Assets$82,337,163TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
INTEREST RATE SWAP LIABILITY$2,580,695
DEPOSITS AND OTHER$4,641,819
LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS$14,647,677
CONDITIONAL ASSET RETIREMENT OBLIGATION$5,450,802
FieldValueIRS element (for citing)
Total Liability$27,320,993TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$75,565,089TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$7,745,895NetUnrealizedGainsInvstAmt
Other Revenue$1,032,709OtherRevenueAmt
Revenue Not Reported-$6,713,186RevenueNotReportedAmt
Revenue Subtotal$82,278,275RevenueSubtotalAmt
Investment Expenses Not Incld$3,381,977InvestmentExpensesNotIncldAmt
Other Revenues Not Included$15,599,405OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$18,981,382RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$101,259,657TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$75,641,130TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$1,032,709OtherExpensesIncludedAmt
Expenses Not Reported$1,032,709ExpensesNotReportedAmt
Expenses Subtotal$74,608,421ExpensesSubtotalAmt
Investment Expenses Not Incld2$3,381,977InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$15,599,405OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$18,981,382ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$93,589,803TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsENDOWMENT FUNDS ARE USED TO SUPPORT OPERATIONS, PROVIDE STUDENT AID AND OTHER USES AS DIRECTED BY DONORS. PRINCIPIA'S ENDOWMENT PROVIDES SUBSTANTIAL FUNDING FOR ANNUAL AND CAPITAL EXPENDITURES. PRINCIPIA INCURS SUBSTANTIAL FIXED COSTS FROM OPERATING TWO SEPARATE EDUCATIONAL INSTITUTIONS (4-YEAR LIBERAL ARTS COLLEGE AND PRE-K THROUGH 12TH GRADE SCHOOL). CONSEQUENTLY, PRINCIPIA IS MORE HIGHLY DEPENDENT UPON ITS ENDOWMENT TO PROVIDE FUNDS FOR SPENDING THAN SCHOOLS WITH SIMILAR SIZE ENROLLMENT. MANAGEMENT OF THE ENDOWMENT IS OVERSEEN BY AN INVESTMENT COMMITTEE OF THE BOARD OF TRUSTEES AND THE OFFICE OF THE CHIEF INVESTMENT OFFICER.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteTax positions taken related to Principia's tax exempt status, unrelated business activities, and other miscellaneous tax positions have been reviewed, and management is of the opinion that material positions taken by Principia would more likely than not be sustained on examination by taxing authorities, based on the technical merits of the positions. Accordingly, management has concluded that as of June 30, 2019, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability or disclosure in Principia's financial statements.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990Rental expenses reported as offset to rental income - 1032709 -
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsGrants to students deducted on F/S in arriving at revenues - 15599405
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990Rental expenses reported as offset to rental income - 1032709
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsGrants to students (reclassified from offset to revenues) - 15599405

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdfalseGovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYFormAndLineReferenceDesc
ExplanationNONDISCRIMINATORY POLICY PUBLICIZED WITHIN COLLEGE AND OTHER SCHOOL CATALOGUES AND APPLICATION MATERIALS, AS WELL AS NEWSPAPERS, WHEN APPROPRIATE.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00Program ServicesSTUDENT AND FACULTY STUDY$107,546
East Asia and the Pacific00Program ServicesSTUDENT AND FACULTY STUDY$83
Europe (Including Iceland and Greenland)00Program ServicesSTUDENT AND FACULTY STUDY$728,902
Central America and the Caribbean00Investments$102,075,838
Europe (Including Iceland and Greenland)00Investments$25,695,640
North America (Canada & Mexico only)00Investments$1,540,951
South Asia00Program ServicesSTUDENT AND FACULTY STUDY$885
Sub-Saharan Africa00Program ServicesStudent study$170,655
Middle East and North Africa00Program ServicesStudent study$307,045
North America (Canada & Mexico only)00Program ServicesSTUDENT STUDY$34,422
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$130,661,967SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$130,661,967TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
Scott R Lumpkin & Associates LLC
2347 S Allison WayLakewoodCO80227Consultation and training regarding planned giving programs and materialsfalse$5,000-$5,000
Tree9 Films LLC
77 Grand Circle DrMaryland HeightsMO63043Production of Fundraising filmsfalse$23,714-$23,714
Campbell & Company
One East Wacker Dr Suite 2100ChicagoIL60601Case development and communications services in support of fundraising campaignfalse$47,780-$47,780
Larry Charlston
807A Wind Rivers DrGraftonIL62037Video production to support fundraisingfalse$7,000-$7,000
FieldValueIRS element (for citing)
Total Gross Receipts$0TotalGrossReceiptsAmt
Total Retained By Contractors$83,494TotalRetainedByContractorsAmt
Total Net To Organization-$83,494TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1The Cedars CampsBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line119772 Sugar DriveAddressLine1Txt
CityLebanonCityNm
State AbbreviationMOStateAbbreviationCd
ZIP655367673ZIPCd
FieldValueIRS element (for citing)
Recipient EIN440663883RecipientEIN
IRC Section501(c)(3)IRCSectionDesc
Cash Grant$10,000CashGrantAmt
Purpose Of GrantHelp Organization in assisting Principia students during Summer breakPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeGRANTS & SCHOLARSHIPSGrantTypeTxt
Recipient665RecipientCnt
Cash Grant$15,599,405CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationPRINCIPIA DISTRIBUTES GRANT AND SCHOLARSHIP FUNDS ONLY TO STUDENTS WHO APPLY THROUGH AN OFFICIAL FINANCIAL AID PROCESS. ALL GRANTS AND SCHOLARSHIPS ARE APPLIED TO THE STUDENT'S PRINCIPIA ACCOUNT TO OFFSET TUITION, ROOM, BOARD AND FEES. ALL GRANTS AND SCHOLARSHIPS ARE FROM INSTITUTIONAL FUNDS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Discretionary Spending AcctYes (X)DiscretionarySpendingAcctInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssfalseWrittenPolicyRefTAndEExpnssInd
Substantiation RequiredfalseSubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Marshall Ingwerson
Chief Executive$258,036$0$0$0$66,582$0$19,500$0$8,605$0$352,723$0$0$0
D DOUGLAS GIBBS
CFO (through January 2019)$180,020$0$0$0$4,918$0$13,635$0$6,771$0$205,344$0$0$0
Lee Barron
General Counsel$218,686$0$0$0$8,738$0$16,748$0$11,156$0$255,328$0$0$0
HOWARD E BERNER JR
CHIEF INVESTMENT OFFICER$253,734$0$0$0$6,881$0$18,114$0$8,862$0$287,591$0$0$0
Barbara Blackwell
Chief Advancement Officer$161,904$0$0$0$1,491$0$12,386$0$23,355$0$199,136$0$0$0
EDWARD MCCARTY
ASSISTANT SECRETARY$117,998$0$0$0$597$0$9,037$0$38,495$0$166,127$0$0$0
KAREN B DEARBORN
ASSISTANT SECRETARY (through 9/20/18)$113,765$0$0$0$73,202$0$9,455$0$4,138$0$200,560$0$0$0
PETER ALAN STEVENS
ASSISTANT SECRETARY (through 9/20/18)$125,952$0$0$0$63,774$0$10,639$0$3,987$0$204,352$0$0$0
Charles T Brantingham
HEAD OF SCHOOL$215,276$0$0$0$6,659$0$16,286$0$147,988$0$386,209$0$0$0
Jolanda Westerhof
College President (beginning March 2018)$168,909$0$0$0$54,782$0$3,385$0$66,731$0$293,807$0$0$0
Peter Dry
Assistant Head of School$147,139$0$0$0$1,717$0$11,363$0$57,258$0$217,477$0$0$0
Jordan Poznick
Director of Recruiting$108,695$0$0$0$4,284$0$8,250$0$40,176$0$161,405$0$0$0
Joseph M Ritter
College Provost (thru June 2018)$89,612$0$0$0$16,413$0$7,766$0$3,189$0$116,980$0$0$0
Jonathan W Palmer
College President (thru March 2018)$119,519$0$0$0$3,802$0$8,991$0$21,807$0$154,119$0$0$0

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Travel for companionsOCCASIONALLY, THE CHIEF EXECUTIVE, COLLEGE PRESIDENT OR HEAD OF SCHOOL MAY INCLUDE A SPOUSE OR FAMILY MEMBER ON BUSINESS TRAVEL WHEN THE PRESENCE OF THAT INDIVIDUAL IS DEEMED TO BENEFIT PRINCIPIA. THE INDIVIDUAL MAY ASSIST THE EMPLOYEE WITH BUSINESS RELATED ACTIVITIES AND INTERACT WITH POTENTIAL DONORS. THE VALUE OF THIS TRAVEL WAS NOT TREATED AS TAXABLE COMPENSATION TO THE RECIPIENT.
Schedule J, Part I, Line 1a Discretionary spending accountBeginning March 1, 2018, the College President was provided with a discretionary spending account under which payment requests were not accompanied by substantiation. Such payments totaled $11,000 in calendar 2018. This amount was treated as taxable compensation to the College President and is included in column B (iii) of Part II.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useTHE RESIDENCES PROVIDED TO THE COLLEGE PRESIDENT AND HEAD OF SCHOOL ARE ALSO USED TO HOST STUDENT ACTIVITIES AND MEETINGS. THE COLLEGE PRESIDENT AND HEAD OF SCHOOL ARE REQUIRED TO LIVE IN THESE RESIDENCES IN ORDER TO FULFILL THEIR DUTIES. THE ESTIMATED VALUES OF THESE BENEFITS ARE INCLUDED IN COLUMN D OF PART II AND WERE NOT TREATED AS TAXABLE COMPENSATION TO THE RECIPIENTS. THE CHIEF EXECUTIVE WAS PROVIDED EACH MONTH WITH A $5,000 HOUSING ALLOWANCE. THE TOTAL BENEFIT OF $60,000 FOR CALENDAR YEAR 2018 WAS TREATED AS TAXABLE COMPENSATION TO THE CHIEF EXECUTIVE AND IS INCLUDED IN COMUMN B (iii) OF PART II.
Schedule J, Part I, Line 1a Health or social club dues or initiation feesATHLETIC CLUB DUES WERE REIMBURSED TO THE HEAD OF SCHOOL TOTALLING $6,169 FOR CALENDAR 2018. THIS AMOUNT WAS TREATED AS TAXABLE COMPENSATION TO THE HEAD OF SCHOOL AND IS INCLUDED IN COMUMN B (iii) OF PART II.
Schedule J, Part I, Line 1a Personal servicesTHE FACILITIES DEPARTMENT PROVIDES HOUSEKEEPING SERVICES AT THE PRESIDENT AND HEAD OF SCHOOL RESIDENCES, SINCE THESE LOCATIONS ARE USED TO HOST STUDENT ACTIVITIES AND MEETINGS, AS WELL AS EMPLOYEE AND DONOR EVENTS. THE ESTIMATED VALUES OF SUCH SERVICES ARE INCLUDED IN COLUMN D OF PART II AND WERE NOT TREATED AS TAXABLE COMPENSATION TO THE RECIPIENTS.
Schedule J, Part I, Line 1b Written policy regarding payment or reimbursement of expensesPRINCIPIA FOLLOWS A WRITTEN POLICY REGARDING PAYMENT, REIMBURSEMENT, OR PROVISION OF ALL OF THE EXPENSES DESCRIBED ABOVE WITH THE EXCEPTION OF THE DISCRETIONARY SPENDING ACCOUNT PROVIDED TO THE COLLEGE PRESIDENT. THAT BENEFIT WAS APPROVED BY THE CHIEF EXECUTIVE, AFTER CONSIDERATION OF THE PURPOSE OF THE EXPENDITURES.
Schedule J, Part I, Line 4a Severance or change-of-control paymentKaren Dearborn, formerly Vice President of Administration, was granted severance payments totaling $241,411, of which $56,472 was paid in calendar 2018. Remaining payments of $158,519 and 26,420 are to be paid in calendar 2019 and 2020, respectively. Peter Stevens, formerly Vice President of External Affairs, was granted severance payments totaling $173,333, of which $43,333 was paid in calendar 2018. Remaining payments of $130,000 are to be paid in calendar 2019.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
VILLAGE OF ELSAH JERSEY COUNTY ILLINOIS
A3760377632006-02-01$10,000,000CONSTRUCTIONfalsefalsefalse
VILLAGE OF ELSAH JERSEY COUNTY ILLINOIS
B3760377632005-09-01$10,000,000CONSTRUCTIONfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$2,190,697$0$10,000,000$0$0$0$50,896$0$0$9,949,104$0$02008falsefalseYes (true)Yes (true)
B$2,190,698$0$10,000,000$0$0$0$98,217$0$0$9,901,783$0$02007falsefalseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0.00.00.0falsefalseYes (true)
Bfalsefalsefalsefalse0.00.00.0falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
BANK OF AMERICA
AfalseYes (true)Yes (true)Yes (true)30.0Yes (true)falsefalsefalseYes (true)
BANK OF AMERICA
BfalseYes (true)Yes (true)Yes (true)30.0Yes (true)falsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part IV, Line 2c COLUMN AIssuer name: VILLAGE OF ELSAH, JERSEY COUNTY, ILLINOIS The calculation for computing no rebate due was performed on 10/13/2008
Schedule K, Part IV, Line 2c COLUMN BIssuer name: VILLAGE OF ELSAH, JERSEY COUNTY, ILLINOIS The calculation for computing no rebate due was performed on 10/13/2008

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (3 entries)

Cash GrantCashGrantAmtType Of AssistanceTypeOfAssistanceTxtAssistance PurposeAssistancePurposeTxt
See Part V
$151,232Merit scholarshipsAssist students who have outstanding academic dredentials
See Part V
$52,834Need-based grantsAssist students who have inadequate financial resources
See Part V
$97,412Staff discountAssist dependents of eligible employees

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
John Dearborn
son of Karen Dearborn (officer)$71,245COMPENSATION & BENEFITSfalse
Hannah Brantingham
spouse of Charles T Brantingham (Head of School)$50,143COMPENSATION AND BENEFITSfalse
Linda Hannan
SISTER OF KAREN DEARBORN (OFFICER)$72,635COMPENSATION AND BENEFITSfalse
Karen Grayson
spouse of Lee Barron (General Counsel)$13,690COMPENSATIONfalse
Samuel M Barron
son of Lee Barron (General Counsel)$47,947COMPENSATION AND BENEFITSfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part III GRANTS OR ASSISTANCE BENEFITING INTERESTED PERSONSFormAndLineReferenceDesc
ExplanationCOLLEGES, UNIVERSITIES AND PRIMARY AND SECONDARY SCHOOLS ARE NOT REQUIRED TO IDENTIFY INTERESTED PERSONS TO WHOM THEY HAVE PROVIDED SCHOLARSHIPS, FELLOWSHIPS AND SIMILAR FINANCIAL ASSISTANCE. PURSUANT TO THE INSTRUCTIONS TO FORM 990, SCH L, PART III, COLUMNS (A) AND (B) HAVE BEEN LEFT BLANK.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution18ContributionCnt
Noncash Contributions Rpt F990$430,559NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I Explanations of reporting method for number of contributionsFormAndLineReferenceDesc
ExplanationSecurities - Publicly traded - Number of contributionsExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services(Expenses $ 5,970,338 including grants of $)(Revenue $ 1,238,499) OTHER: OTHER SERVICES, INCLUDING ACADEMIC SUPPORT
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsAll Directors-See Schedule O - Business relationship, Steve Dewindt, Trustee and Robert J MacDonald, Secretary - Business relationship
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholdersThe Principia Administrative Corporation (a Missouri Nonprofit Corporation) may select (by a majority vote of its directors) members of the governing board of The Principia Corporation. The Principia Administrative Corporation may remove members of the governing board of The Principia Corporation by a two-thirds vote of its directors. The purposes for which The Principia Administrative Corporation is organized are exclusively charitable, scientific, religious and educational.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyAFTER PRINCIPIA'S ASSISTANT CHIEF FINANCIAL OFFICER PREPARES THE 990 RETURN, IT IS REVIEWED BY THE FIRM OF CROWE LLP. AFTER REVIEW, THE 990 IS PROVIDED TO THE AUDIT COMMITTEE FOR FURTHER REVIEW AND COMMENT. IF ANY CHANGES ARE NEEDED, THEY ARE MADE AND THEN THE RETURN IS SENT TO THE ENTIRE BOARD PRIOR TO ELECTRONICALLY SUBMITTING IT TO THE IRS.
Form 990, Part VI, Line 12c Conflict of interest policyCONFLICT OF INTEREST STATEMENTS ARE ANNUALLY SUBMITTED TO THE OFFICE OF THE CHIEF FINANCIAL OFFICER BY TRUSTEES, OFFICERS, AND KEY EMPLOYEES. THESE STATEMENTS ARE REVIEWED BY THE ASSISTANT CHIEF FINANCIAL OFFICER FOR THE PURPOSES OF 1) IDENTIFYING POTENTIAL OR ACTUAL CONFLICTS OF INTEREST, AND 2) ASSURING THAT TRANSACTIONS INVOLVING POTENTIAL OR ACTUAL CONFLICTS ARE PROPERLY DISCLOSED. IF CONFLICTS ARE DETERMINED TO EXIST, THE ASSISTANT CHIEF FINANCIAL OFFICER WILL NOTIFY THE CHAIR OF THE AUDIT COMMITTEE OR THE CHAIR OF THE BOARD OF TRUSTEES, WHO WILL INFORM THE PARTY IN QUESTION THAT IT WOULD BE APPROPRIATE FOR THAT INDIVIDUAL TO REFRAIN FROM DISCUSSIONS OR VOTES INVOLVING THE IDENTIFIED CONFLICT
Form 990, Part VI, Line 15a Process to establish compensation of top management officialPRINCIPIA USES A BENCHMARK SYSTEM WHEREBY SALARIES ARE ANNUALLY ESTABLISHED AFTER REVIEWING WAGE DATA FOR COMPARABLE INSTITUTIONS. THIS BENCHMARK REVIEW PROCESS IS COMPLETED BY HUMAN RESOURCES. PRINCIPIA'S CHIEF EXECUTIVE RECEIVES THE SAME PERCENTAGE OR DOLLAR INCREASE THAT IS APPROVED ANNUALLY BY THE BOARD OF TRUSTEES FOR ALL PRINCIPIA EMPLOYEES. PRIOR TO GRANTING ADDITIONAL COMPENSATION TO THE CHIEF EXECUTIVE, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS COMPARABLE BENCHMARK DATA PROVIDED BY HUMAN RESOURCES OR OUTSIDE CONSULTANTS AND DOCUMENTS ANY RECOMMENDATION CONCERNING ADDITIONAL COMPENSATION IN THEIR MEETING MINUTES.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesPRINCIPIA USES A BENCHMARK SYSTEM WHERE ANNUALLY SALARIES ARE SET AFTER REVIEWING WAGE DATA FOR COMPARABLE INSTITUTIONS. THIS BENCHMARK REVIEW PROCESS IS COMPLETED BY HUMAN RESOURCES. WITH RESPECT TO OFFICERS AND KEY EMPLOYEES, ANY PROPOSED ANNUAL SALARY CHANGES ARE MADE BY HUMAN RESOURCES AND REVIEWED/APPROVED BY THE CHIEF EXECUTIVE AND THE BOARD IF APPROPRIATE.
Form 990, Part VI, Line 19 Required documents available to the publicPRINCIPIA MAKES THE CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE GOVERNING BOARD BYLAWS ARE POSTED ON PRINCIPIA'S WEBSITE.
Form 990, Part VIII, Line 11d Other Miscellaneous RevenueAll other revenue - Total Revenue: 973702, Related or Exempt Function Revenue: 973702, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesChange in value of beneficial interests in trusts held by others - 1638669; Change in value of perpetual trusts held by third party trustees - 294403; Change in value of split interest agreements - -134425; Change in value of interest rate swap - -684395;
Form 990, Part VI, Section A, Line 2 Family and Business RelationshipsForm 990, Part VI, Section A, Line 2 is answered yes as Each of the directors listed at Part VII, Section A serves as a director of a related organization for the same term length.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1PRINCIPIA HOLDINGS LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line113201 CLAYTON ROADAddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63131ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesINVESTINGPrimaryActivitiesTxt
Legal Domicile StateMOLegalDomicileStateCd
Total Income$56,788TotalIncomeAmt
End Of Year Assets$682,864EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1PRINCIPIA CORPORATIONBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
PRINCIPIA COLLEGE COMMUNICATIONS
13201 CLAYTON ROADST LOUISMO63131431538094SUPPORTING ORGANIZATIONMO501(c)(3)Type IPRINCIPIA CORPORATIONYes (true)
STICHTING FRED M VAN ECK SUPPORT FOUNDATION FOR THE PRINCIPIA CORPORATION
SUPPORTING ORGANIZATIONPRINCIPIA CORPORATIONfalseNL
PRINCIPIA CLUBS
13201 CLAYTON ROADSAINT LOUISMO63131431438110GROUP PARENTMO501(c)(3)10PRINCIPIA CORPORATIONYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1COREST CVBusinessNameLine1Txt
FieldValueIRS element (for citing)
Primary ActivitiesREAL ESTATEPrimaryActivitiesTxt
Legal Domicile Foreign CountryNLLegalDomicileForeignCountryCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeRelatedPredominantIncomeTypeTxt
Disproportionate AllocationsfalseDisproportionateAllocationsInd
General Or Managing PartnerfalseGeneralOrManagingPartnerInd
Ownership0OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (32 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtAddress Line2ForeignAddress/AddressLine2TxtControlled OrganizationControlledOrganizationIndAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACd
CORDSTRAP MANAGEMENT BV
NOBELSTRAAT 1OOSTRUM GAOOSTRUM, GANLNL5807R&D & MKTGNLNAC Corporation
CORDSTRAP BV
BOSMANSKAMP 25GERLDERMALSENGELDERMALSEN, MSNLNL4191R&D & MFGNLNAC Corporation
CORDSTRAP GMBH
TACKWEG 41TONISVORSTTONISVORSTGMD47918MKTG&SALES&DIGMNAC Corporation
CORDSTRAP (MIDDLE EAST) LIMITED
SAVVIDES MONARCH CENTERNICOSIAACROP NICOSIACY5961MKTG&SALES&DICYNAC Corporation59-61 ACROPOLEOS AVE
CORDSTRAP MALAYSIA SDN BHD
NO 28 JALAN KASUARINA 12 BDR ABGKLANGSELANGORMY41200MYMKTG&SALES&DIMYNAC CorporationBANDAR AMBANG BOTANIC
CORDSTRAP MEXICO SA DE CV
COL VALLE DEL CAMPESTREGARZA GARCIAN.L.MX66200MKTG&SALES&DIMXNAC Corporation
CORDSTRAP LOAD SECURING SYSTEMS (WUXI) C
LAND C24 PHASE 4 A-PARKWUXIA-PARK WUXICHMFG&MKTG&SALECHNAC Corporation
CORDSTRAP CANADA CORPORATION
30020689 FRAISER HYLANGLEY BRITISH COLUMBIABRITISH COLUMBIACAMKTG&SALES&DICANAC Corporation
CORDSTRAP LIMITED
PADDOCK RD W PIMBO SKELMERSDALELANCASHIRESKELMERSDALEUKMKTG&SALES&DIUKNAC Corporation
CORDSTRAP POLSKA SPZ OO
WYSOGOTOWO UL KAMIENNAPRZEZMIEROWOPREZMIEROWOPL62081MKTG&SALES&DIPLNAC Corporation
CORDSTRAP NIERUCHOMOSCI SPZ OO
WYSOGOTOWO UL KAMIENNAPREZMIEROWOPREZMIEROWOPL62081REAL ESTATEPLNAC Corporation
SIA CORDSTRAP BALTIC
71 GANIBU DAMBOISRIGA LVRIGA, LVLG1045MKTG&SALES&DILGNAC Corporation
CORDSTRAP ITALIA SRL
VIA PAPA GIOVANNI PAOLO 1 422UBOLDO VAUBOLDO, VAIT21040MKTG&SALES&DIITNAC Corporation
CORDSTRAP SARL
5-7 AVE CHARLES DE GAULLESENLISSENLISFR60300MKTG&SALES&DIFRNAC Corporation
CORDSTRAP ESPANA SLU
2 CALLE ZURIC SABADELLBARCELONABARCELONASP8207MKTG&SALES&DISPNAC Corporation
CORDSTRAP REINFORCED TAPES BV
NOBELSTRAAT1OOSTRUM GAOOSTRUM, GANLNL5807R&D-MFG&MKTGNLNAC Corporation
CORDSTRAP CHINA LTD
STE F 8/F TOWER 2HONG KONGHONG KONGCHHOLDING COMPANYCHNAC CorporationTHE CENTERSTAGE 108 HOLLYWOOD RD
CORDSTRAP ASIA PTE LTD
DORMANTSNNAC Corporation
COREST MANAGEMENT BV
NOBELSTRAAT 1OOSTRUM GAOOSTRUM, GANLNL5807HOLDING COMPANYNLNAC Corporation
CORDSTRAP INDIA PRIVATE LIMITED
SUITE 47 VATIKA BUSINESS CENTREPUNEPUNE - 411006INMKTG&SALES&DIINNAC Corporation
CORDSTRAP DO BRASIL
RUA AFONSO PENA 81CACHOEIRINHA RSCACHOEIRINHA - RSBRMKTG&SALES&DIBRNAC Corporation
CORDSTRAP SRO
JAKUBSKA 2PRAHAPRAHA 1, 11000EZMKTG&SALES&DIEZNAC Corporation
CORDSTRAP MEXICO SERVICIOS
COL VALLE DEL CAMPESTREGARZA GARCIANLMX66200MKTG&SALES&DIMXNAC Corporation
CHARITABLE LEAD TRUST (5)
CHARITABLE LEAD TRUST TO BENEFIT PRINCIPIANATrustYes (true)
PERPETUAL TRUSTS (5)
PERPETUAL TRUSTS TO BENEFIT PRINCIPIANATrustYes (true)
CHARITABLE REMAINDER TRUSTS (44)
CHARITABLE REMAINDER TRUSTS TO BENEFIT PRINCIPIANATrustYes (true)
NON-CHARITABLE TRUSTS (2)
TRUST CREATED BY BEQUEST TO BENEFIT PRINCIPIANATrustYes (true)
POOLED INCOME FUNDS (46)
POOLED INCOME FUND TO BENEFIT PRINCIPIANATrustYes (true)
CORDSTRAP THAILAND
4/222 HARBOR OFFICE BLDG 6TH FLRTUNGSUKLA SUBDISTRICT SRIRACHA DST CHONBURITUNGSUKLATHMKTG&SALES&DITHNAC CorporationNO 10 SUKHUMVIT RD
PRINCIPIA ADMINISTRATIVE CORPORATION
APPOINTMENT OF RELATED ORGANIZATIONS' BOARD MEMBERSC Corporationfalse13201 CLAYTON RDSAINT LOUISMO63131813381065MON/A
POLO Endstriyel Plastik San Ve Tic AS Cordstrap Turkey
Ferhat Pasa Serbest Bolge MahCatalca IstanbulTU34540MKTG&SALES&DITUC CorporationN/A
Cord Brasil Participacoes Ltd FKA Astro Participacoes Ltda
Rua Armando Barbedo No 715 Room 603Porto AllegreRio Grande Do SulBR91920520Holding CompanyBRNAC Corporation
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part V, Line 2 IDENTIFICATION OF RELATED TAX EXEMPT ORGANIZATIONSFormAndLineReferenceDesc
ExplanationTHE STICHTING FRED M. VAN ECK SUPPORT FOUNDATION FOR THE PRINCIPIA CORPORATION IS AN EXEMPT ENTITY ORGANIZED IN THE NETHERLANDS. IT HAS NO U.S. SOURCED INCOME AND NO U.S. FILING REQUIREMENT.ExplanationTxt