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NORTHWESTERN UNIVERSITY: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
NORTHWESTERN UNIVERSITY (EIN 36-2167817)
Tax period
2016-09-01 to 2017-08-31
Filed
2018-07-13
IRS object ID
201811949349301011
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-07-13T10:00:07-05:00ReturnTs
Tax Period End2017-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134008324PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopersBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 13th Street NW Suite 1000AddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362167817EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Northwestern UniversityBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNORTBusinessNameControlTxt
Phone8474913741PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1633 Clark StAddressLine1Txt
CityEvanstonCityNm
State AbbreviationILStateAbbreviationCd
ZIP60208ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonIngrid S StaffordPersonNm
Person TitleVice President Financial OperationsPersonTitleTxt
Signature2018-07-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTravis L PattonPreparerPersonNm
PTINP00369623PTIN
Phone2024141000PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Ingrid S StaffordBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1633 Clark StAddressLine1Txt
CityEvanstonCityNm
State AbbreviationILStateAbbreviationCd
ZIP60208ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,752,487,213GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.northwestern.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1851FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionEducation and researchActivityOrMissionDesc
Voting Members Governing Body36VotingMembersGoverningBodyCnt
Voting Members Independent31VotingMembersIndependentCnt
Total Employee24793TotalEmployeeCnt
Total Volunteers152TotalVolunteersCnt
Total Gross UBI$18,153,179TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$457,650,977PYContributionsGrantsAmt
CY Contributions Grants$395,669,600CYContributionsGrantsAmt
PY Program Service Revenue$1,795,316,441PYProgramServiceRevenueAmt
CY Program Service Revenue$1,874,935,178CYProgramServiceRevenueAmt
PY Investment Income$558,698,662PYInvestmentIncomeAmt
CY Investment Income$647,482,893CYInvestmentIncomeAmt
PY Other Revenue$21,494,425PYOtherRevenueAmt
CY Other Revenue$37,063,687CYOtherRevenueAmt
PY Total Revenue$2,833,160,505PYTotalRevenueAmt
CY Total Revenue$2,955,151,358CYTotalRevenueAmt
PY Grants And Similar Paid$462,173,913PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$498,938,464CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,242,279,705PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,344,111,489CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$558,826PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$698,550CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$58,116,414CYTotalFundraisingExpenseAmt
PY Other Expenses$876,458,559PYOtherExpensesAmt
CY Other Expenses$922,911,404CYOtherExpensesAmt
PY Total Expenses$2,581,471,003PYTotalExpensesAmt
CY Total Expenses$2,766,659,907CYTotalExpensesAmt
PY Revenues Less Expenses$251,689,502PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$188,491,451CYRevenuesLessExpensesAmt
Total Assets BOY$13,658,756,847TotalAssetsBOYAmt
Total Assets EOY$14,485,530,707TotalAssetsEOYAmt
Total Liabilities BOY$2,638,371,858TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,804,562,684TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$11,020,384,989NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,680,968,023NetAssetsOrFundBalancesEOYAmt
MissionNorthwestern's mission is to provide the highest-quality education for its students, to develop innovative programs in research, and to sustain an academic community that embraces these enterprises.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,923,128,449ExpenseAmt
Grant$394,474,302GrantAmt
Revenue$1,211,926,206RevenueAmt
DescEDUCATION OF STUDENTS: FOR THE 2017 ACADEMIC YEAR, 8,181 UNDERGRADUATES AND 9,483 GRADUATES AND PROFESSIONAL SCHOOL STUDENTS ENROLLED FULL-TIME AT THE UNIVERSITY. THE EXEMPT PURPOSE OF NORTHWESTERN UNIVERSITY IS TO PROVIDE EDUCATIONAL SERVICES TO ITS STUDENTS. THIS INCLUDES SUPERIOR UNDERGRADUATE EDUCATION FOR A DIVERSE STUDENT BODY IN A COMPREHENSIVE RANGE OF ACADEMIC AND PROFESSIONAL FIELDS. AT THE GRADUATE LEVEL, NORTHWESTERN'S ROLE ENCOMPASSES OFFERINGS IN THE MAJOR ACADEMIC AND PROFESSIONAL FIELDS, CLOSELY RELATED TO RESEARCH, CREATIVE ACTIVITIES, AND CLINICAL SERVICES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$483,025,000ExpenseAmt
Grant$104,464,162GrantAmt
Revenue$587,753,417RevenueAmt
DescRESEARCH ACTIVITIES: THE RESEARCH PROGRAM AT NORTHWESTERN UNIVERSITY IS A MAJOR COMPONENT OF UNIVERSITY EFFORTS, ASSURING INSTITUTIONAL LEADERSHIP IN SCIENTIFIC DISCOVERY, INTELLECTUAL INQUIRY, AND CREATIVE PERFORMANCE. THE CHARACTER OF THIS RESEARCH SHAPES ALL AREAS OF UNIVERSITY ENDEAVOR, ESPECIALLY GRADUATE EDUCATION AS WELL AS UNDERGRADUATE STUDIES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$101,316,000ExpenseAmt
Revenue$80,812,212RevenueAmt
DescAUXILIARY ENTERPRISES SERVE THE EDUCATIONAL MISSION BY PRIMARILY PROVIDING RESIDENCES AND FOOD SERVICES, AND OTHER VARIOUS GOODS AND SERVICES TO SUPPORT UNIVERSITY STUDENT, FACULTY, AND STAFF ACTIVITIES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$2,507,469,449TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
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 AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
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 OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemYes (true)BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
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 OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document22202IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee24793EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryQAForeignCountryCd
Foreign CountryUKForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members36GoverningBodyVotingMembersCnt
Independent Voting Member31IndependentVotingMemberCnt
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 ApprovafalseDecisionsSubjectToApprovaInd
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 VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Nicole Van Laan ControllerBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8474914722PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1619 Clark StAddressLine1Txt
CityEvanstonCityNm
State AbbreviationILStateAbbreviationCd
ZIP60208ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (63 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Peter J Barris
Trustee1.0Yes (X)$0$0$0
Christine E Brennan
Trustee1.0Yes (X)$0$0$0
Christopher B Combe
Trustee1.0Yes (X)$0$0$0
A Steven Crown
Trustee1.0Yes (X)$0$0$0
Richard H Dean
Trustee1.0Yes (X)$0$0$0
Deborah L DeHaas
Trustee1.0Yes (X)$0$0$0
Charles W Douglas
Trustee1.0Yes (X)$0$0$0
D Cameron Findlay
Trustee1.0Yes (X)$0$0$0
Dennis J FitzSimons
Trustee1.0Yes (X)$0$0$0
T Bondurant French
Trustee1.0Yes (X)$0$0$0
Christopher B Galvin
Trustee1.0Yes (X)$0$0$0
Jay C Hoag
Trustee1.0Yes (X)$0$0$0
Nancy Trienens Kaehler
Trustee1.0Yes (X)$0$0$0
Ellen Philips Katz
Trustee1.0Yes (X)$0$0$0
Harreld N Kirkpatrick III
Trustee1.0Yes (X)$0$0$0
Lester B Knight
Trustee1.0Yes (X)$0$0$0
Timothy K Krauskopf
Trustee1.0Yes (X)$0$0$0
J Landis Martin
Trustee1.0Yes (X)$0$0$0
Wendy M Nelson
Trustee1.0Yes (X)$0$0$0
William A Osborn
Trustee1.0Yes (X)$0$0$0
Jane DiRenzo Pigott
Trustee1.0Yes (X)$0$0$0
JB Pritzker
Trustee1.0Yes (X)$0$0$0
Kimberly Querrey
Trustee1.0Yes (X)$0$0$0
M Jude Reyes
Trustee1.0Yes (X)$0$0$0
Patrick G Ryan Jr
Trustee1.0Yes (X)$0$0$0
David A Sachs
Trustee1.0Yes (X)$0$0$0
Muneer A Satter
Trustee1.0Yes (X)$0$0$0
Andrew E Senyei MD
Trustee1.0Yes (X)$0$0$0
Benjamin W Slivka
Trustee1.0Yes (X)$0$0$0
Timothy P Sullivan
Trustee1.0Yes (X)$0$0$0
Charles A Tribbett III
Trustee1.0Yes (X)$0$0$0
Jeffrey W Ubben
Trustee1.0Yes (X)$0$0$0
Miles D White
Trustee1.0Yes (X)$0$0$0
Frederick H Waddell
Trustee1.0Yes (X)$0$0$0
David B Weinberg
Trustee1.0Yes (X)$0$0$0
Stephen R Wilson
Trustee1.0Yes (X)$0$0$0
Morton O Schapiro
President40.0$1,412,057$0$419,797Yes (X)
Jonathan Holloway
Provost40.0$0$0$0Yes (X)
Daniel I Linzer
Provost40.0$1,968,763$0$84,117Yes (X)
Nimalan Chinniah
Executive Vice President40.0$964,660$0$104,445Yes (X)
Mary L Baglivo
VP Global Marketing40.0$440,790$0$49,728Yes (X)
Pamela S Beemer
VP for Human Resources40.0$397,536$0$31,017Yes (X)
Paul Castellucci
VP Budget and Planning40.0$287,140$0$26,360Yes (X)
Alan K Cubbage
VP University Relations40.0$322,076$0$27,321Yes (X)
John L D'Angelo
VP for Facilities Management40.0$469,819$0$49,728Yes (X)
Devora Grynspan
VP International Relations40.0$225,965$0$32,398Yes (X)
Philip L Harris
VP General Counsel40.0$820,119$0$37,608Yes (X)
James M Hurley
VP for Budget and Planning40.0$411,048$0$118,161Yes (X)
Marilyn McCoy
VP Administration & Planning40.0$434,072$0$48,816Yes (X)
William H McLean
VP and Chief Investment Officer40.0$2,348,087$0$436,395Yes (X)
Robert E McQuinn
VP for Development40.0$721,650$0$214,941Yes (X)
Eric G Neilson
VP Medical Affairs30.0$564,115$0$21,616Yes (X)
James J Phillips
VP Athletics40.0$1,704,730$0$72,847Yes (X)
Sean Reynolds
VP and Chief Information Officer40.0$489,652$0$34,044Yes (X)
Ingrid S Stafford
VP for Financial Operations40.0$346,555$0$30,597Yes (X)
Patricia Telles-Irvin
VP Student Affairs40.0$551,082$0$52,237Yes (X)
Joseph T Walsh Jr
VP for Research40.0$371,345$0$50,937Yes (X)
Patrick W Fitzgerald II
Head Coach40.0$3,562,622$0$57,153Yes (X)
Christopher R Collins
Head Coach40.0$1,400,233$0$106,921Yes (X)
Maciej S Lesniak
Professor Neurology40.0$1,324,167$0$27,213Yes (X)
Brian Uzzi
Professor, Management, Kellogg40.0$1,208,448$0$74,418Yes (X)
Peter A Belytschko
Managing Director, Investments40.0$1,046,309$0$251,689Yes (X)
Thomas G Cline
Former VP and General Counsel$388,667$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$24,181,707TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$2,460,504TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2471IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (true)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
The Family Institute
618 Library PlEvanstonIL60201Instruction services$9,471,052
NORTHWESTERN MEMORIAL HOSPITAL
251 EAST HURONCHICAGOIL60611Clinical services$5,049,058
FREE ENTERPRISE SYSTEM
ONE SODREL DRIVEJEFFERSONVILLEIN47130Transportation services$2,681,935
Yorktown Partners LLC
410 Park AvenueNew YorkNY10022Investment management$2,117,500
Sidley Austin LLP
One South DearbornChicagoIL60603Legal services$1,739,784
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K456CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Fundraising$1,969,036FundraisingAmt
Government Grants$29,694,618GovernmentGrantsAmt
All Other Contributions$364,005,946AllOtherContributionsAmt
Noncash Contributions$56,691,365NoncashContributionsAmt
Total Contributions$395,669,600TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Tuition and fees611310$1,008,586,087$1,008,586,087
Research activities611310$587,753,417$587,753,417
Educational activities611310$153,050,259$153,050,259
Auxilliary enterprises611310$80,812,212$80,812,212
Medical departments611310$34,929,188$34,929,188

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,804,015TotalRevenueColumnAmt
Related Or Exempt Func Income$9,804,015RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,874,935,178TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$84,679,659TotalRevenueColumnAmt
Related Or Exempt Func Income$5,556,657RelatedOrExemptFuncIncomeAmt
Exclusion$79,123,002ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,328,451TotalRevenueColumnAmt
Exclusion$14,328,451ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$4,963,113RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$1,176,579RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$3,786,534RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,786,534TotalRevenueColumnAmt
Unrelated Business Revenue$25,215UnrelatedBusinessRevenueAmt
Exclusion$3,761,319ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,596,022,493SecuritiesAmt
Other$762,374,205OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,179,342,665SecuritiesAmt
Other$616,250,799OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$416,679,828SecuritiesAmt
Other$146,123,406OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$562,803,234TotalRevenueColumnAmt
Exclusion$562,803,234ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$1,329,408FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,969,036ContriRptFundraisingEventAmt
Fundraising Direct Expenses$565,812FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$763,596TotalRevenueColumnAmt
Exclusion$763,596ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Investment in partners523920$12,595,080$12,595,080
Parking facilities812930$5,068,531$5,068,531
Scientific services/rental541990$241,205$241,205

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$280,290TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$223,148UnrelatedBusinessRevenueAmt
Exclusion$57,142ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$18,185,106OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,955,151,358TotalRevenueColumnAmt
Related Or Exempt Func Income$1,880,491,835RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$18,153,179UnrelatedBusinessRevenueAmt
Exclusion$660,836,744ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$74,882,344TotalAmt
Program Services$74,882,344ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$417,680,584TotalAmt
Program Services$417,680,584ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$6,375,536TotalAmt
Program Services$6,375,536ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$26,346,751TotalAmt
Program Services$10,765,498ProgramServicesAmt
Management And General$14,644,662ManagementAndGeneralAmt
Fundraising$936,591FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,060,970,227TotalAmt
Program Services$990,255,420ProgramServicesAmt
Management And General$38,254,976ManagementAndGeneralAmt
Fundraising$32,459,831FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$77,358,678TotalAmt
Program Services$71,319,455ProgramServicesAmt
Management And General$3,464,745ManagementAndGeneralAmt
Fundraising$2,574,478FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$113,050,596TotalAmt
Program Services$104,222,345ProgramServicesAmt
Management And General$5,064,830ManagementAndGeneralAmt
Fundraising$3,763,421FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$66,385,237TotalAmt
Program Services$61,202,172ProgramServicesAmt
Management And General$2,973,561ManagementAndGeneralAmt
Fundraising$2,209,504FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,191,985TotalAmt
Management And General$6,191,985ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$844,332TotalAmt
Management And General$844,332ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$481,451TotalAmt
Management And General$481,451ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$698,550TotalAmt
Fundraising$698,550FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$43,897,271TotalAmt
Management And General$43,897,271ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$194,159,630TotalAmt
Program Services$173,662,840ProgramServicesAmt
Management And General$19,172,973ManagementAndGeneralAmt
Fundraising$1,323,817FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$24,751,701TotalAmt
Program Services$16,111,182ProgramServicesAmt
Management And General$1,693,343ManagementAndGeneralAmt
Fundraising$6,947,176FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$164,415,933TotalAmt
Program Services$156,997,258ProgramServicesAmt
Management And General$4,677,877ManagementAndGeneralAmt
Fundraising$2,740,798FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$21,078,959TotalAmt
Program Services$19,556,345ProgramServicesAmt
Management And General$1,190,362ManagementAndGeneralAmt
Fundraising$332,252FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$9,456,872TotalAmt
Program Services$9,453,351ProgramServicesAmt
Management And General$3,412ManagementAndGeneralAmt
Fundraising$109FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$130,541,246TotalAmt
Program Services$129,269,077ProgramServicesAmt
Management And General$420,229ManagementAndGeneralAmt
Fundraising$851,940FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$52,425,544TotalAmt
Program Services$50,239,261ProgramServicesAmt
Management And General$1,033,790ManagementAndGeneralAmt
Fundraising$1,152,493FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$35,895,376TotalAmt
Program Services$33,618,494ProgramServicesAmt
Management And General$1,404,251ManagementAndGeneralAmt
Fundraising$872,631FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$44,378,292TotalAmt
Management And General$44,378,292ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$143,471,576TotalAmt
Program Services$135,026,364ProgramServicesAmt
Management And General$7,220,300ManagementAndGeneralAmt
Fundraising$1,224,912FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescRevenue sharingDesc
Total$16,804,598TotalAmt
Program Services$16,804,598ProgramServicesAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$34,116,638TotalAmt
Program Services$30,027,325ProgramServicesAmt
Management And General$4,061,402ManagementAndGeneralAmt
Fundraising$27,911FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,766,659,907TotalAmt
Program Services$2,507,469,449ProgramServicesAmt
Management And General$201,074,044ManagementAndGeneralAmt
Fundraising$58,116,414FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$368,190,340BOYAmt
EOY$299,641,547EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$263,423,000BOYAmt
EOY$318,780,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$326,446,270BOYAmt
EOY$263,424,491EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$880,000BOYAmt
EOY$686,667EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$155,547,520BOYAmt
EOY$150,992,629EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$2,602,398BOYAmt
EOY$2,707,272EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$14,408,317BOYAmt
EOY$15,092,926EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,605,413,500LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,671,734,583LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,368,597,996BOYAmt
EOY$2,933,678,917EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,271,951,600BOYAmt
EOY$1,970,556,838EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$7,886,595,146BOYAmt
EOY$8,529,796,793EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$114,260BOYAmt
EOY$172,627EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$13,658,756,847BOYAmt
EOY$14,485,530,707EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$258,582,992BOYAmt
EOY$364,108,195EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$289,082,652BOYAmt
EOY$277,852,598EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$404,487,371BOYAmt
EOY$403,323,182EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$230,000,000BOYAmt
EOY$175,669,948EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,456,218,843BOYAmt
EOY$1,583,608,761EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,638,371,858BOYAmt
EOY$2,804,562,684EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,992,900,989BOYAmt
EOY$7,336,442,023EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,472,172,000BOYAmt
EOY$2,720,408,000EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,555,312,000BOYAmt
EOY$1,624,118,000EOYAmt

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,020,384,989BOYAmt
EOY$11,680,968,023EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,658,756,847BOYAmt
EOY$14,485,530,707EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$188,491,451ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$464,992,000NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$7,099,583OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$331,106,325CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$625,656,043CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$501,895,829CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$457,650,977CurrentTaxYearMinus1YearAmt
Current Tax Year$395,669,600CurrentTaxYearAmt
Total$2,311,978,774TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$331,106,325CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$625,656,043CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$501,895,829CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$457,650,977CurrentTaxYearMinus1YearAmt
Current Tax Year$395,669,600CurrentTaxYearAmt
Total$2,311,978,774TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$175,266,952SubstantialContributorsTotAmt
Public Support Total170$2,136,711,822PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$864,474,845CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$788,554,989CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$686,844,013CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$591,284,260CurrentTaxYearMinus1YearAmt
Current Tax Year$494,054,135CurrentTaxYearAmt
Total$3,425,212,242TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,524,514CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$27,897,331CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$42,421,845TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$720,126CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$416,499CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$549,545CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,370,565CurrentTaxYearMinus1YearAmt
Current Tax Year$1,386,550CurrentTaxYearAmt
Total$4,443,285TotalAmt
FieldValueIRS element (for citing)
Total Support$5,784,056,146TotalSupportAmt
Gross Receipts Rltd Activities$8,688,544,605GrossReceiptsRltdActivitiesAmt
Public Support CY1700.3694PublicSupportCY170Pct
Public Support PY1700.3878PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - , COLUMN A - 720126.0, COLUMN B - 416499.0, COLUMN C - 549545.0, COLUMN D - 1370565.0, COLUMN E - 1386550.0, COLUMN F - 4443285.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$545,895FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$545,895FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$2,767,144,714FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$2,767,690,609FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$863,962CurrentYearMinus3Amt
Current Year Minus2$778,346CurrentYearMinus2Amt
Current Year Minus1$693,210CurrentYearMinus1Amt
Current Year$545,895CurrentYearAmt
Total$2,881,413TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$0CurrentYearMinus3Amt
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$0TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held1DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held1FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$12,929,687DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$100,000FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$2,367,550DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$0FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$25,349,814DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$2,403,059FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,478,167,000BeginningYearBalanceAmt
Contributions$137,388,000ContributionsAmt
Investment Earnings Or Losses$699,060,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$57,423,395GrantsOrScholarshipsAmt
Other Expenditures$309,617,605OtherExpendituresAmt
End Year Balance$7,947,574,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,588,029,000BeginningYearBalanceAmt
Contributions$210,532,000ContributionsAmt
Investment Earnings Or Losses$75,343,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$54,569,108GrantsOrScholarshipsAmt
Other Expenditures$341,167,892OtherExpendituresAmt
End Year Balance$7,478,167,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,501,116,000BeginningYearBalanceAmt
Contributions$269,199,000ContributionsAmt
Investment Earnings Or Losses$157,310,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$53,907,452GrantsOrScholarshipsAmt
Other Expenditures$285,688,548OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$7,588,029,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,283,130,000BeginningYearBalanceAmt
Contributions$516,836,000ContributionsAmt
Investment Earnings Or Losses$1,075,117,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$48,218,677GrantsOrScholarshipsAmt
Other Expenditures$325,748,323OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$7,501,116,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,574,319,000BeginningYearBalanceAmt
Contributions$393,797,000ContributionsAmt
Investment Earnings Or Losses$594,849,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$59,645,003GrantsOrScholarshipsAmt
Other Expenditures$220,189,997OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$6,283,130,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.509BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.187PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.304TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$31,036,168OtherCostOrOtherBasisAmt
Book Value$31,036,168BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,936,015,035OtherCostOrOtherBasisAmt
Depreciation$1,222,970,864DepreciationAmt
Book Value$2,713,044,171BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$30,953,854OtherCostOrOtherBasisAmt
Depreciation$13,131,857DepreciationAmt
Book Value$17,821,997BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$607,408,443OtherCostOrOtherBasisAmt
Depreciation$435,631,862DepreciationAmt
Book Value$171,776,581BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,933,678,917TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value$2,227,499,863BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescEquity, fixed income, real assets, etcDesc
Book Value$6,302,296,930BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$8,529,796,793TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
Deposits payable, actuarial liability of annuities payable$79,712,358
Government advances for student loans$30,559,000
Asset retirement obligations$3,250,403
Taxable bonds - series 2012$200,000,000
Taxable bonds - series 2013$570,698,000
Taxable bonds - series 2015$499,389,000
Other debt payable - lines of credit$200,000,000
FieldValueIRS element (for citing)
Total Liability$1,583,608,761TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 1a ART COLLECTIONSEXPLANATION: THE UNIVERSITY DOES NOT CAPITALIZE COLLECTIONS. AS STATED IN THE UNIVERSITY NOTES TO THE FINANCIAL STATEMENTS, THE ACCOUNTING POLICY FOR LIBRARY COLLECTIONS IS TO EXPENSE ALL PURCHASES. MUSEUM PURCHASES ARE ACCOUNTED FOR SIMILARLY. GIFTS OF ART AND SIMILAR TANGIBLE PERSONAL PROPERTY ARE ACCOUNTED FOR AS GIFTS-IN-KIND.
Schedule D, Part X LINE 4 - ASSET RETIREMENT OBLIGATIONSTHE UNIVERSITY RECORDS ALL KNOWN ASSET RETIREMENT OBLIGATIONS (ARO) FOR WHICH THE FAIR VALUE OF THE LIABILITY CAN BE REASONABLY ESTIMATED, INCLUDING CERTAIN OBLIGATIONS RELATING TO REGULATORY REMEDIATION. ARO COVERED INCLUDE THOSE FOR WHICH AN ENTITY HAS A LEGAL OBLIGATION TO PERFORM AN ASSET RETIREMENT ACTIVITY; HOWEVER, THE TIMING AND/OR METHOD OF SETTLING THE OBLIGATION ARE CONDITIONAL ON A FUTURE EVENT THAT MAY OR MAY NOT BE WITHIN THE CONTROL OF THE ENTITY.
Schedule D, Part V, Line 4 Intended uses of endowment fundsThe University's endowment funds purposes include instruction, research, library collections, scholarships and awards, and building construction.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteThe University makes an assessment of individual tax positions and follows a process for recognition and measurement of uncertain tax positions. Tax positions are evaluated on whether they meet the "more likely than not" standard for sustainability on examination by tax authorities.

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 RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYPolicies are included in student, faculty, and staff handbooks and the student course catalog, and annually printed in the school newspaper. Policies are posted on University websites, posted throughout campus including student centers and the admissions office, and distributed to undergraduate students.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTThe University receives financial support from agencies of the federal and state government for research and instructional purposes, including for financial aid to students.
Schedule E, Part I, Line 7 RACIAL NONDISCRIMINATION COMPLIANCENORTHWESTERN UNIVERSITY DOES NOT DISCRIMINATE OR PERMIT DISCRIMINATION BY ANY MEMBER OF ITS COMMUNITY AGAINST ANY INDIVIDUAL ON THE BASIS OF RACE, COLOR, RELIGION, NATIONAL ORIGIN, SEX, PREGNANCY, SEXUAL ORIENTATION, GENDER IDENTITY, GENDER EXPRESSION, PARENTAL STATUS, MARITAL STATUS, AGE, DISABILITY, CITIZENSHIP STATUS, OR VETERAN STATUS, OR GENETIC INFORMATION, OR ANY OTHER CLASSIFICATION PROTECTED BY LAW IN MATTERS OF ADMISSIONS, EMPLOYMENT, HOUSING, OR SERVICES OR IN THE EDUCATIONAL PROGRAMS OR ACTIVITIES IT OPERATES.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (48 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Middle East and North Africa1311,Maintaining offices, employees, or agentsInternational campus in Doha, Qatar for students in journalism and communication$45,981,370
Central America and the Caribbean00Grantmaking$189,908
East Asia and the Pacific00Grantmaking$571,604
Europe (Including Iceland and Greenland)00Grantmaking$3,325,048
Middle East and North Africa00Grantmaking$251,990
North America (Canada & Mexico only)00Grantmaking$933,946
Russia and Neighboring States00Grantmaking$20,333
South America00Grantmaking$176,255
South Asia00Grantmaking$153,664
Sub-Saharan Africa00Grantmaking$752,788
Europe (Including Iceland and Greenland)00,Program-Related Investments$36,526
South Asia00,Program-Related Investments$2,000
Sub-Saharan Africa00,Program-Related Investments$13,300
Antarctica00Unrelated Business Activities$100
Central America and the Caribbean00Unrelated Business Activities$8,095
East Asia and the Pacific00Unrelated Business Activities$801
Europe (Including Iceland and Greenland)00Unrelated Business Activities$17,235
South America00Unrelated Business Activities$2,566
South Asia00Unrelated Business Activities$44
Sub-Saharan Africa00Unrelated Business Activities$9,393
Central America and the Caribbean00Program ServicesBusiness travel abroad (includes travel to attend seminars and conferences and research-related travel)$133,406
East Asia and the Pacific00Program ServicesBusiness travel abroad (includes travel to attend seminars and conferences and research-related travel)$1,632,247
Europe (Including Iceland and Greenland)00Program ServicesBusiness travel abroad (includes travel to attend seminars and conferences and research-related travel)$3,455,981
Middle East and North Africa00Program ServicesBusiness travel abroad (includes travel to attend seminars and conferences and research-related travel)$981,239
North America (Canada & Mexico only)00Program ServicesBusiness travel abroad (includes travel to attend seminars and conferences and research-related travel)$471,961
Russia and Neighboring States00Program ServicesBusiness travel abroad (includes travel to attend seminars and conferences and research-related travel)$83,893
South America00Program ServicesBusiness travel abroad (includes travel to attend seminars and conferences and research-related travel)$346,657
South Asia00Program ServicesBusiness travel abroad (includes travel to attend seminars and conferences and research-related travel)$171,381
Sub-Saharan Africa00Program ServicesBusiness travel abroad (includes travel to attend seminars and conferences and research-related travel)$364,029
Central America and the Caribbean00Program ServicesStudy abroad programs and courses abroad$577,681
East Asia and the Pacific00Program ServicesStudy abroad programs and courses abroad$2,280,988
Europe (Including Iceland and Greenland)00Program ServicesStudy abroad programs and courses abroad$3,769,835
Middle East and North Africa00Program ServicesStudy abroad programs and courses abroad$1,044,384
North America (Canada & Mexico only)00Program ServicesStudy abroad programs and courses abroad$742,027
South America00Program ServicesStudy abroad programs and courses abroad$411,156
South Asia00Program ServicesStudy abroad programs and courses abroad$152,065
Sub-Saharan Africa00Program ServicesStudy abroad programs and courses abroad$889,278
Central America and the Caribbean00Fundraising$592
East Asia and the Pacific00Fundraising$210,259
Europe (Including Iceland and Greenland)00Fundraising$108,855
Middle East and North Africa00Fundraising$6,705
North America (Canada & Mexico only)00Fundraising$12,692
South America00Fundraising$493
Sub-Saharan Africa00Fundraising$842
Central America and the Caribbean00Investments$2,325,230,000
Europe (Including Iceland and Greenland)00Investments$349,850,000
North America (Canada & Mexico only)00Investments$76,620,000
Sub-Saharan Africa00Investments$115,550,000
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees311SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office1TotalOfficeCnt
Total Employee311TotalEmployeeCnt
Subtotal Spent$52,417,728SubtotalSpentAmt
Continuation Spent$2,885,127,884ContinuationSpentAmt
Total Spent$2,937,545,612TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (42 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Middle East and North AfricaSupport of research activities$14,829ACH Direct Deposit or Check
Europe (Including Iceland and Greenland)Support of research activities$9,344ACH Direct Deposit or Check
North America (Canada & Mexico only)Support of research activities$12,440ACH Direct Deposit or Check
North America (Canada & Mexico only)Support of research activities$19,810ACH Direct Deposit or Check
South AsiaSupport of research activities$67,402ACH Direct Deposit or Check
North America (Canada & Mexico only)Support of research activities$62,220ACH Direct Deposit or Check
Europe (Including Iceland and Greenland)Support of research activities$88,644ACH Direct Deposit or Check
East Asia and the PacificSupport of research activities$97,690ACH Direct Deposit or Check
North America (Canada & Mexico only)Support of research activities$11,700ACH Direct Deposit or Check
Europe (Including Iceland and Greenland)Support of research activities$93,430ACH Direct Deposit or Check
Europe (Including Iceland and Greenland)Support of research activities$17,099ACH Direct Deposit or Check
Sub-Saharan AfricaSupport of research activities$88,485ACH Direct Deposit or Check
Sub-Saharan AfricaSupport of research activities$53,259ACH Direct Deposit or Check
Europe (Including Iceland and Greenland)Support of research activities$48,177ACH Direct Deposit or Check
Sub-Saharan AfricaSupport of research activities$18,334ACH Direct Deposit or Check
North America (Canada & Mexico only)Support of research activities$17,888ACH Direct Deposit or Check
North America (Canada & Mexico only)Support of research activities$12,410ACH Direct Deposit or Check
East Asia and the PacificSupport of research activities$8,094ACH Direct Deposit or Check
Europe (Including Iceland and Greenland)Support of research activities$140,113ACH Direct Deposit or Check
Middle East and North AfricaSupport of research activities$160,276ACH Direct Deposit or Check
South AsiaSupport of charitable organization$16,000ACH Direct Deposit or Check
North America (Canada & Mexico only)Support of research activities$68,117ACH Direct Deposit or Check
Europe (Including Iceland and Greenland)Support of research activities$33,451ACH Direct Deposit or Check
Europe (Including Iceland and Greenland)Support of research activities$8,558ACH Direct Deposit or Check
Sub-Saharan AfricaSupport of research activities$98,871ACH Direct Deposit or Check
North America (Canada & Mexico only)Support of research activities$19,290ACH Direct Deposit or Check
North America (Canada & Mexico only)Support of research activities$26,520ACH Direct Deposit or Check
North America (Canada & Mexico only)Support of research activities$11,145ACH Direct Deposit or Check
Europe (Including Iceland and Greenland)Support of research activities$11,358ACH Direct Deposit or Check
North America (Canada & Mexico only)Support of research activities$19,908ACH Direct Deposit or Check
North America (Canada & Mexico only)Support of research activities$405,396ACH Direct Deposit or Check
Europe (Including Iceland and Greenland)Support of research activities$227,602ACH Direct Deposit or Check
East Asia and the PacificSupport of research activities$195,191ACH Direct Deposit or Check
Sub-Saharan AfricaSupport of research activities$55,459ACH Direct Deposit or Check
Sub-Saharan AfricaSupport of research activities$70,983ACH Direct Deposit or Check
Sub-Saharan AfricaSupport of research activities$59,639ACH Direct Deposit or Check
Europe (Including Iceland and Greenland)Support of research activities$155,156ACH Direct Deposit or Check
Europe (Including Iceland and Greenland)Support of research activities$245,452ACH Direct Deposit or Check
Europe (Including Iceland and Greenland)Support of research activities$6,000ACH Direct Deposit or Check
Central America and the CaribbeanSupport of research activities$103,265ACH Direct Deposit or Check
North America (Canada & Mexico only)Support of research activities$235,970ACH Direct Deposit or Check
South AsiaSupport of research activities$5,292ACH Direct Deposit or Check
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org41TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Grants disbursed during student's enrollment in international programCentral America and the Caribbean12$86,643Applied to student account; credits are refunded by check
Grants disbursed during student's enrollment in international programEast Asia and the Pacific27$270,629Applied to student account; credits are refunded by check
Grants disbursed during student's enrollment in international programEurope (Including Iceland and Greenland)148$2,240,664Applied to student account; credits are refunded by check
Grants disbursed during student's enrollment in international programMiddle East and North Africa7$76,885Applied to student account; credits are refunded by check
Grants disbursed during student's enrollment in international programNorth America (Canada & Mexico only)5$11,132Applied to student account; credits are refunded by check
Grants disbursed during student's enrollment in international programRussia and Neighboring States1$20,333Applied to student account; credits are refunded by check
Grants disbursed during student's enrollment in international programSouth America14$176,255Applied to student account; credits are refunded by check
Grants disbursed during student's enrollment in international programSouth Asia7$64,970Applied to student account; credits are refunded by check
Grants disbursed during student's enrollment in international programSub-Saharan Africa36$307,758Applied to student account; credits are refunded by check
FieldValueIRS element (for citing)
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

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsGrants or other assistance are awarded to foreign organizations or entities pursuant to the University policies and procedures for all grant subawards. Such subawards are monitored through the University's office for Sponsored Research (OSR) and the University's office of Accounting Services for Research and Sponsored Programs (ASRSP). All subaward documentation including purchase orders, related charges and invoices are reviewed and monitored by ASRSP and confirmed with the principal investigator. The principal investigator must certify that the subaward costs are in accordance with the Office of Management and Budget's (OMB) Uniform Guidance (Uniform Administrative Requirements, Cost Principles, and Audit Requirements); also, ASRSP requests and collects audit reports from subaward recipients to monitor compliance, as required by the Uniform Guidance. If the information is not furnished to ASRSP, payment may be withheld. Grants and other assistance are awarded to students on the basis of financial need following University policies developed to meet regulatory requirements (federal methodology) and guided by the College Board (institutional methodology). Merit scholarships are awarded based upon talent (eg, academic, music, and athletic). All of these awarded grants are allowed to be used by the students towards any type of costs; no subsequent monitoring is required.
Schedule F, Part II, Line 1 Method used to account for cash grantsIn connection with the monitoring of subawards through OSR, approved purchase orders and invoices are documented and accounted for in the University's electronic financial recording system, and such amounts are reflected in Part II, Line 1. Of the 42 organizations that received grants in Part II, 31 are universities, colleges, and hospitals; 5 are research centers; one is a healthcare NGO; and one is a section 501(c)(3) organization.
Schedule F, Part III(c) Estimated number of recipientsCash grants given to individuals are recorded in an electronic reporting tool. The data recorded includes information as to participation by undergraduate students in study abroad programming. Individual recipients of cash grants are coded with unique identifying numbers. Grants associated with undergraduate students coded as participating in a study abroad are reviewed to assess whether there is an overlap between the grant disbursement date and the date of the applicable study abroad program. The number of such students, based on their unique identifying numbers, are summed and reflected in Part III, column (c).
Schedule F, Part I, Line 1 Program ServicesThe program services listed in Part I reflect international educational programs in which the University has material involvement in the design, development and/or control of the program and/or curriculum. While Northwestern University provides its students with access to a multitude of study abroad programs and exchanges located throughout the world, the University does not administer or operate the educational courses taught by all of these programs. Rather, under reciprocity and affiliation agreements, the University helps facilitate its student's access to such international programs and recognizes credit earned by students at such foreign educational institutions, and such exchange programs are excluded from Schedule F, Part I. Under Northwestern University's current accounting procedures, all expenses associated with study abroad programs are not separately tracked, and therefore some expenditures per program are not listed in Part I, column (f).
Schedule F, Part I, Line 3(f) Method used to account for expendituresExpenditures reported in Part I are prepared using the accrual method of accounting. University activities are assigned a unique identifying number. Direct expenses are recorded with respect to each activity in the University's electronic financial recording system. Such direct expenses, for the relevant tax year, are reflected in column (f)

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmtGross ReceiptsGrossReceiptsAmt
Alexander Ross Group
2406 Prairie AveEvanstonIL60201Fundraising campaign consultantfalse$342,000-$342,000
Elisa Lewis Kline
480 Wagner RdNorthfieldIL60093Fundraising campaign consultantfalse$10,154-$10,154
Stelter
10435 New York AveDes MoinesIA50322Fundraising marketing consultantfalse$119,074-$119,074
Meeting Achievements Inc
232 E 500 NValparaisoIN46383Symposium sponsorship solicitorYes (true)$116,058$676,977$793,035
Marcy B Waldinger Consulting LLC
3228 West Dobson PlaceAnn ArborMI48105Grant application assistancefalse$111,264-$111,264
FieldValueIRS element (for citing)
Total Gross Receipts$793,035TotalGrossReceiptsAmt
Total Retained By Contractors$698,550TotalRetainedByContractorsAmt
Total Net To Organization$94,485TotalNetToOrganizationAmt
Licensed StatesAKLicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Dance MarathonEvent1Nm
Gross Receipts Event1$1,266,748GrossReceiptsEvent1Amt
Charitable Contri Event1$1,066,950CharitableContriEvent1Amt
Gross Revenue Event1$199,798GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$0NonCashPrizesEvent1Amt
Rent Facility Costs Event1$101,202RentFacilityCostsEvent1Amt
Food And Beverage Event1$0FoodAndBeverageEvent1Amt
Entertainment Event1$35,105EntertainmentEvent1Amt
Event2Global Health BenefitEvent2Nm
Gross Receipts Event2$572,950GrossReceiptsEvent2Amt
Charitable Contri Event2$14,190CharitableContriEvent2Amt
Gross Revenue Event2$558,760GrossRevenueEvent2Amt
Cash Prizes Event2$0CashPrizesEvent2Amt
Non Cash Prizes Event2$0NonCashPrizesEvent2Amt
Rent Facility Costs Event2$0RentFacilityCostsEvent2Amt
Food And Beverage Event2$58,514FoodAndBeverageEvent2Amt
Entertainment Event2$0EntertainmentEvent2Amt
Other Direct Expenses Event2$34,949OtherDirectExpensesEvent2Amt
Other Events Total17OtherEventsTotalCnt
Gross Receipts Other Events$1,458,746GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$887,896CharitableContriOtherEventsAmt
Gross Revenue Other Events$570,850GrossRevenueOtherEventsAmt
Cash Prizes Other Events$0CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$0NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$161,159RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$104,293FoodAndBeverageOtherEventsAmt
Entertainment Other Events$6,855EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$63,735OthDirectExpnssOtherEventsAmt
Gross Receipts Total$3,298,444GrossReceiptsTotalAmt
Charitable Contributions Tot$1,969,036CharitableContributionsTotAmt
Gross Revenue Total Events$1,329,408GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$0NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$262,361RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$162,807FoodAndBeverageTotalEventsAmt
Entertainment Total Events$41,960EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$98,684OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$565,812DirectExpenseSummaryEventsAmt
Net Income Summary$763,596NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule G, Part I, Line 3 State Solicitation RegistrationsNo registration is required in Arizona, Delaware, Idaho, Indiana, Iowa, Nebraska, South Dakota, Texas, Vermont, and Wyoming.
Schedule G, Part I, Line 2b(v) Reimbursement of ExpensesThe following professional fundraisers received reimbursements for expenses associated with their services to the University (the amount of expenses reimbursed as reflected): Meeting Achievements ($6,980), Stelter ($11,796), Alexander Ross Group ($17,100), and Marcy B. Waldinger Consulting LLC ($4,014) all in accordance with written agreements specifying reimbursement of expenses.
Schedule G, Part I, Line 2b(iii) Custody of fundsMeeting Achievements received $165,000 of funds on behalf of the University and remitted the entire amount to the University.
Schedule G, Part I, Line 2b(ii) Describe the custody or control arrangement.MEETING ACHIEVEMENTS INC.-MEETING ACHIEVEMENTS RECEIVED $165,000 OF FUNDS ON BEHALF OF THE UNIVERSITY AND REMITTED THE ENTIRE AMOUNT TO THE UNIVERSITY.;
Schedule G, Part I, Line 2b(v) payment of fees or payment of expensesALEXANDER ROSS GROUP-ALEXANDER ROSS GROUP RECEIVED $17,100 FOR EXPENSES AS AGREED IN ASSOCIATION WITH SERVICES TO THE UNIVERSITY.;STELTER-STELTER RECEIVED REIMBURSEMENTS FOR EXPENSES OF $11,796 AS AGREED FOR PRINTING AND POSTAGE IN ASSOCIATION WITH SERVICES PROVIDED TO THE UNIVERSITY.;MEETING ACHIEVEMENTS INC.-MEETING ACHIEVEMENTS RECEIVED REIMBURSEMENTS FOR EXPENSES OF $6,980 AS AGREED IN ASSOCIATION WITH SERVICES TO THE UNIVERSITY.;MARCY B. WALDINGER CONSULTING, LLC-MARCY B. WALDINGER CONSULTING, LLC RECEIVED REIMBURSEMENTS FOR EXPENSES OF $4,014 AS AGREED IN ASSOCIATION WITH SERVICES TO THE UNIVERSITY.;

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (317 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtIRC SectionIRCSectionDescAddress Line2USAddress/AddressLine2Txt
15th Judicial District Public Defender
PO Box 3622LafayetteLA70502720706539$52,347Support of charitable community organization
Access Community Health Network
222 N Canal StChicagoIL60606363317058$69,546Support of research activities501(c)(3)
Adler Planetarium & Astronomy Museum
1300 South Lake Shore DriveChicagoIL60605366210902$188,681Support of research activities501(c)(3)
Advocate Health Care
3075 Highland Parkway Suite 600Downers GroveIL60515362169147$14,179Support of research activities501(c)(3)
AHS Hospital Corporation
475 South StreetMorristownNJ07962521958352$28,270Support of charitable community organization
AIDS Arms Inc
219 Sunset AveDallasTX75208752306145$164,333Support of research activities501(c)(3)
AIDS Foundation of Chicago
200 W Jackson Blvd Suite 2100ChicagoIL60606363412054$32,515Support of research activities501(c)(3)
Albany Medical College
47 New Scotland Ave MC70AlbanyNY12208141338310$19,203Support of research activities501(c)(3)
Albert Einstein College of Medicine of Yeshiva University
1300 Morris Park AvenueBronxNY10461472209056$26,876Support of research activities501(c)(3)
Alliance of Chicago Community Health Services LLC
215 W Ohio St 4th FloorChicagoIL60654364444309$1,264,261Support of research activities
American Heart Association
PO Box 50035PrescottAZ86304135613797$30,000Support of charitable community organization501(c)(3)
American Institutes for Research
1000 Thomas Jefferson St NWWashingtonDC20007250965219$76,933Support of research activities501(c)(3)
American Medical Association
515 N State StreetChicagoIL60654366080517$355,827Support of research activities501(c)(3)
Ann & Robert H Lurie Children's Hospital of Chicago
225 E Chicago AvenueChicagoIL60611362170833$4,334,866Support of research activities501(c)(3)
Arizona State University
Office of Research and Spon ProjTempeAZ85287860196696$16,394Support of research activities501(c)(3)PO BOX 876011
ASM International
9639 Kinsman RoadMaterials ParkOH44073346541397$211,008Support of research activities501(c)(3)
Back On My Feet
100 S Broad StPhiladelphiaPA19110262109809$39,603Charitable fundraising conducted by student organization501(c)(3)Suite 2136
Banner Alzheimer's Institute
901 E Wiletta StreetPhoenixAZ85006204862361$10,262Support of research activities501(c)(3)
Banner Health
10515 W Santa Fe DriveSun CityAZ85351450233470$22,670Support of research activities501(c)(3)
Baptist Hospital of Miami
8900 N Kendall DrMiamiFL33176590910342$5,540Support of research activities501(c)(3)
Baylor College of Medicine
1 Baylor PlazaHoustonTX77030741613878$59,588Support of research activities501(c)(3)
Baylor Research Institute
3310 Live Oak StreetDallasTX75204741613878$93,760Support of research activities501(c)(3)Suite 501
Beckman Research Institute of the City of Hope
1500 East Duarte RoadDuarteCA91010953432210$9,540Support of research activities501(c)(3)
Beth Israel Deaconess Medical Center
330 Brookline Avenue EBostonMA02215042103881$19,700Support of research activities501(c)(3)ES-214
Boston Medical Center
One Boston Medical Center PlBostonMA02118043314093$1,232,609Support of research activities501(c)(3)
Boston University
One Silber WayBostonMA02115042103547$426,817Support of research activities501(c)(3)
Boys & Girls Clubs of Chicago
550 W Van Buren StreetChicagoIL60607362166997$43,829Support of research activities501(c)(3)Suite 350
Bradley University
1501 W Bradley AvePeoriaIL61625370661494$8,948Support of research activities501(c)(3)
Brigham and Women's Hospital
75 Francis StBostonMA02115042312909$424,701Support of research activities501(c)(3)
Brown University
45 Prospect StreetProvidenceRI02912050258809$241,744Support of research activities501(c)(3)
Cabrini Green Legal Aid
740 N MilwaukeeChicagoIL60642362775706$55,818Support of charitable community organization501(c)(3)
California State University Fullerton
800 North State College BlvdFullertonCA92831952081258$14,784Support of research activities115
California State University Northridge
18111 Nordhoff StreetNorthridgeCA91330954358677$153,109Support of research activities115
Campbell-Kibler Associates Inc
80 Lakeside DrGrotonMA01450043297519$32,604Support of research activities
Cardiac Surgery Clinical Research Center Inc
4400 West 95th St Suite 205Oak LawnIL60453364437722$15,636Support of research activities501(c)(3)
CareIT Health LLC
5307 S Hyde Park BlvdChicagoIL60615371760920$83,325Support of research activitiesUnit 2N
Carnegie Mellon University
5000 Forbes AvePittsburghPA15213250969449$101,343Support of research activities501(c)(3)
Case Western Reserve University
10900 Euclid AveClevelandOH44106341018992$170,267Support of research activities501(c)(3)
Cedars-Sinai Medical Center
8700 Beverly BlvdHollywoodCA90048951644600$88,039Support of research activities501(c)(3)
Center on Halsted
3656 Halsted StreetChicagoIL60613510178807$71,011Support of research activities501(c)(3)
Chapin Hall Center for Children
1313 East 60th StChicagoIL60637362167012$7,811Support of research activities501(c)(3)
Charles Stark Draper Laboratory Inc
555 Technology SquareCambridgeMA02139042505372$205,201Support of research activities501(c)(3)
Chicago Academy of Sciences
2430 North Cannon DriveChicagoIL60614360895575$25,000Support of charitable community organization501(c)(3)
Chicago Botanic Garden
1000 Lake Cook RoadGlencoeIL60022362225482$1,000,000Support of charitable community organization501(c)(3)
Chicago Cub Charities
1060 WEST ADDISON STREETChicagoIL60613363443543$6,500Support of charitable community organization501(c)(3)
Chicago Public Schools
125 South Clark Street 6th FloorChicagoIL60603366005821$198,772Support of community organization115
Chicago Urban League
4510 South Michigan AvenueChicagoIL60653362225483$20,000Support of charitable community organization501(c)(3)
Chicago Women's Heath Center
1025 W Sunnyside AveChicagoIL60640362922469$26,000Support of research activities501(c)(3)Suite 201
Chicago's North Shore Convention & Visitors' Bureau
8001 N Lincoln Ave 715SkokieIL60077364449110$25,000Support of community organization501(c)(6)
Children's Hospital Boston
300 Longwood AvenueBostonMA021155724042774441$63,811Support of research activities501(c)(3)
Children's Hospital Los Angeles
4650 Sunset Blvd Mail Stop 97Los AngelesCA90027956121916$18,556Support of research activities501(c)(3)
Children's Hospital Oakland Research Institute
5700 Martin Luther King Jr WaOaklandCA94609940382330$10,000Support of research activities501(c)(3)
Children's Hospital of Philadelphia
34th Street and Civic Center BlvdPhiladelphiaPA19104231352166$63,511Support of research activities501(c)(3)
Children's Hospital of Wisconsin Inc
8915 W Connell Ct PO Box 1997MilwaukeeWI53226390812532$14,621Support of research activities501(c)(3)
Children's Research Institute
111 Michigan Ave NWWashingonDC20010521654453$21,414Support of research activities501(c)(3)
Chinese American Service League
2141 S Tan CtChicagoIL60616362984043$186,074Support of research activities501(c)(3)
Cincinnati Children's Hospital Medical Center
3333 Burnet AveCincinnatiOH45229310833936$13,955Support of research activities501(c)(3)
City of Evanston
2100 Ridge AvenueEvanstonIL60201366005870$1,016,767Support of community organization115
CJE SeniorLife
Bernard Horwich BuildingChicagoIL60645362727597$12,243Support of research activities501(c)(3)3003 W Touhy Ave
Clean Energy Trust
20 N Wacker DrChicagoIL60606272378677$15,000Support of charitable community organization501(c)(3)
Clemson University
300 Brackett Hall 321 Calhoun DriveClemsonSC29634576000254$70,259Support of research activities115
Cleveland Clinic Foundation
9500 Euclid AvenueClevelandOH44195340714585$29,045Support of research activities501(c)(3)
Cleveland Clinic Lerner College of Medicine of CWRU
9500 Euclid AveClevelandOH44195912153073$124,407Support of research activities501(c)(3)
Colorado School of Mines
1500 Illinois StreetGoldenCO80401846000551$246,512Support of research activities115
Columbia University
615 W 131st StNew YorkNY10027131624202$305,136Support of research activities501(c)(3)
Community Action Project of Tulsa County Inc
4606 S Garnett Ste 100TulsaOK74146731019247$85,125Support of research activities501(c)(3)
Construction Technology Laboratories Inc
5400 Old Orchard RoadSkokieIL60077363478051$58,384Support of research activities
Consulting Radiologists Ltd
1221 Nicollet Mall Ste 600MinneapolisMN55403410974675$10,530Support of research activities
Cornell University
222 Day HallIthacaNY14853150532082$346,609Support of research activities501(c)(3)
Dana-Farber Cancer Institute
44 Binney StBostonMA02115042263040$49,965Support of research activities501(c)(3)
Dartmouth College
420 Lexington AveNew YorkNY10170020222111$14,030Support of research activities501(c)(3)
Denver Nephrology
130 Rampart Way Suite 300BDenverCO80230840591433$34,177Support of research activities
DePaul University
1 E JacksonChicagoIL60604362167048$130,792Support of research activities501(c)(3)
Des Moines University Osteopathic Medical Center
3200 Grand AveDes MoinesIA50312420730347$19,698Support of research activities501(c)(3)
Drexel University
Office of ResearchPhiladelphiaPA19104231352630$37,793Support of research activities501(c)(3)3201 Arch Street Suite 100
Duke University
2200 West Main StDurhamNC27705560532129$1,352,403Support of research activities501(c)(3)Erwin Square Suite 820
Eastern Virginia Medical School
PO Box 1980NorfolkVA23501546055378$306,210Support of research activities115
Emory University
201 Dowman DrAtlantaGA30322580566256$412,689Support of research activities501(c)(3)
Engineering and Software System Solutions Inc
550 West C Street Suite 1630San DiegoCA92101330976413$53,759Support of research activities
Erie Family Health Center
1701 W Superior StChicagoIL60622363088628$1,146,699Support of research activities501(c)(3)
Evanston Chamber of Commerce
1840 Oak AvenueEvanstonIL60201361051450$16,950Support of community organization501(c)(6)
Evanston Community Foundation
1560 Sherman Avenue No 535EvanstonIL60201363466802$112,195Charitable fundraising conducted by student organization501(c)(3)
Evanston Township High School
1600 Dodge AveEvanstonIL60201300395044$37,969Support of charitable community organization115
EvMark
820 Davis Street Suite 151EvanstonIL60201363571291$35,500Support of community organization501(c)(6)
Executive Frameworks Ltd
2705 W Agatitie Ave 1ChicagoIL60625371450886$129,767Support of research activities
Fairview Health Services
2450 Riverside AvenueMinneapolisMN55454410991680$21,518Support of research activities501(c)(3)
Fayetteville State University
1200 Murchison RdFayettevilleNC28301561238736$52,503Support of research activities501(c)(3)
Feinstein Institute for Medical Research
350 Community DrManhassetNY11030112673595$39,325Support of research activities501(c)(3)
Florida International University
Modesto A Maidique CampusMiamiFL331990001650177616$53,315Support of research activities501(c)(3)11200 SW 8 Street MARC 430
Florida State University
600 W College AveTallahasseeFL32306591961248$29,887Support of research activities115
Fordham University
441 E Fordham RoadBronxNY10458131740451$199,915Support of research activities501(c)(3)
Foundation 65
PO Box 750EvanstonIL60204364003165$40,000Support of charitable community organization501(c)(3)
Geisinger Clinic
100 North Academy AvenueDanvillePA17822231995911$442,279Support of research activities501(c)(3)
Geneva Foundation
917 Pacific Ave Suite 600TacomaWA98402911593913$12,330Support of research activities501(c)(3)
George Mason University
4400 University Drive MSN 4C6FairfaxVA22030540836354$25,050Support of research activities501(c)(3)University Hall Suite 3100
George Washington University
2121 I St NWWashingtonDC20052530196584$196,199Support of research activities501(c)(3)
Georgia Institute of Technology
505 Tenth StAtlantaGA30332580603146$427,930Support of research activities501(c)(3)
Georgia State University
30 Courtland St NE Ste 217AtlantaGA30303581845423$234,387Support of research activities501(c)(3)
GfK Custom Research LLC
420 Lower Wabash AveChicagoIL60611362948619$236,057Support of research activities
GIGI'S PLAYHOUSE
2350 West Higgins RdHoffman EstatesIL60169200058563$957,755Charitable fundraising conducted by student organization501(c)(3)
Gilda's Club
537 N WellsChicagoIL60654364115144$10,000Support of charitable community organization501(c)(3)
H Lee Moffitt Cancer Center & Research Institute
12902 Magnolia AveTampaFL33612592451713$23,174Support of research activities501(c)(3)
Harvard University
Massachusetts HallCambridgeMA02138042103580$674,688Support of research activities501(c)(3)
Have Dreams
515 Busse HighwayPark RidgeIL60068364078008$42,103Support of charitable community organization501(c)(3)Suite 150
HDT Robotics Inc
415 Wolfe StreetFredericksburgVA22401271422997$234,482Support of research activities
Health Quest Medical Practice PC
45 Reade PlPoughkeepsieNY12601562669185$11,860Support of research activities501(c)(3)
HealthPartners Institute
3311 E Old Shakopee RdBloomingtonMN554251361411670163$120,472Support of research activities501(c)(3)
Hektoen Institute for Medical Research
2240 W Ogden AveChicagoIL60612362244897$372,617Support of research activities501(c)(3)
Henry M Jackson Foundation for the Advancement of Military Medicine
6720-A Rockledge DrBethesdaMD20817521317896$40,763Support of research activities501(c)(3)
Hoosier Cancer Research Network Inc
500 N Meridian StreetIndianapolisIN46204260303542$24,000Support of research activities501(c)(3)Suite 100
Horizon Research Inc
326 Cloister CtChapel HillNC27514561550276$16,324Support of research activities
Horizons for Youth
703 West Monroe StChicagoIL60661363796784$39,603Charitable fundraising conducted by student organization501(c)(3)
Howard Brown Health Center
4025 N Sheridan RoadChicagoIL60613362894128$6,896Support of research activities501(c)(3)
Hugo W Moser Research Institute at Kennedy Krieger Inc
707 N BroadwayBaltimoreMD21205521524967$65,520Support of research activities501(c)(3)
Icahn School of Medicine at Mount Sinai
One Gustave L Levy Place Box 1075New YorkNY10029136171197$382,755Support of research activities501(c)(3)
Illinois Department of Public Health
535 West Jefferson StreetSpringfieldIL62761010632628$125,536Support of research activities115
Illinois Institute of Technology
3300 South Federal StreetChicagoIL60616362170136$79,978Support of research activities501(c)(3)
Illinois Public Health Association
223 S 3rd StSpringfieldIL62701366108790$81,477Support of research activities501(c)(3)
Indiana University
509 E 3rd StreetBloomingtonIN47401356001673$181,404Support of research activities115
Institute for Cancer Research
333 Cottman AvePhiladelphiaPA191112434236296135$15,844Support of research activities501(c)(3)
Institute for Clinical Research Inc
PO Box 29545WashingtonDC200170745521336656$57,726Support of research activities
Institute for Neurodegenerative Disorders
60 Temple St 8th FloorNew HavenCT06510061582206$15,910Support of research activities501(c)(3)
Institute for Safe Medication Practices
200 Lakeside Drive Suite 200HorshamPA19044232757559$5,695Support of research activities501(c)(3)
International Association for Conflict Management
701 Tappan StreetAnn ArborMI48109272088086$50,000Support of charitable community organization501(c)(3)No R4340
Iowa State University
3810 Beardshear HallAmesIA50011426004224$16,188Support of research activities115
J Craig Venter Institute
9704 Medical Center DrRockvilleMD20850521842938$495,668Support of research activities501(c)(3)
Jackson Laboratory
600 Main StreetBar HarborME04609010211513$71,804Support of research activities501(c)(3)
Jewish Federation of Metropolitan Chicago
30 S WellsChicagoIL60606362167034$399,062Support of charitable community organization501(c)(3)
Johns Hopkins University
Charles St and UniversityBaltimoreMD21210520595110$1,029,073Support of research activities501(c)(3)
Juvenile Protective Association
1707 N Halsted StreetChicagoIL60614362167765$25,000Support of charitable community organization501(c)(3)
Kaiser Foundation Research Institute
3800 N Interstate AvePortlandOR97227941105628$300,440Support of research activities501(c)(3)
King County Public Hospital District No 2
12040 NE 128th StKirklandWA98034911519430$11,810Support of research activities501(c)(3)
Les Turner ALS foundation
5550 Touhy AvenueSkokieIL60077362916466$5,500Support of charitable community organization501(c)(3)Suite 302
Louis Stokes Cleveland VA Medical Center
10701 East BoulevardClevelandOH44106341710663$61,158Support of research activities
Louisiana State University
3848 W Lakeshore DrBaton RougeLA70808726087770$43,102Support of research activities115
Loyola University Chicago
1032 W Sheridan RdChicagoIL60660361408475$49,687Support of research activities501(c)(3)
Lyric Opera of Chicago
20 N Wacker DriveChicagoIL60606366008929$7,500Support of charitable community organization501(c)(3)
Magee-Womens Research Institute & Foundation
3339 Ward StPittsburghPA15132251462312$5,166Support of research activities501(c)(3)
MarketLab Research Inc
100 Penn Square East Suite 1200PhiladelphiaPA19107232502559$392,109Support of research activities
Massachusetts General Hospital
55 Fruit StBostonMA02114041564655$205,244Support of research activities501(c)(3)
Massachusetts Institute of Technology
77 Massachusetts AveCambridgeMA02142042103594$90,750Support of research activities501(c)(3)
Mayo Clinic Arizona
13400 East Shea BlvdScottsdaleAZ85259860800150$250,509Support of research activities501(c)(3)
Mayo Clinic Jacksonville
4500 San Pablo RdJacksonvilleFL32224593337028$350,726Support of research activities501(c)(3)
Mayo Clinic Rochester
200 First St SWRochesterMN55905416011702$247,009Support of research activities501(c)(3)
McGaw YMCA
1000 Grove StEvanstonIL60201362169194$35,000Support of charitable community organization501(c)(3)
Medical College of Wisconsin
8701 Watertown Plank RdMilwaukeeWI53226390806261$259,152Support of research activities501(c)(3)
Medical University of South Carolina
179 Ashley AveCharlestonSC29425576000722$80,355Support of research activities115
Memorial Hospital of Rhode Island
111 Brewster StPawtucketRI02680050259004$92,445Support of research activities501(c)(3)
Memorial Sloan-Kettering Cancer Center
1275 York AveNew YorkNY10065131624182$109,786Support of research activities501(c)(3)
Mercy Hospital & Medical Center
2525 S Michigan AveChicagoIL60616362170152$146,387Support of research activities501(c)(3)
MetaStar Inc
2909 Landmark PlaceMadisonWI53713391332612$305,516Support of research activities501(c)(3)
Methodist Hospital
6670 Bertner StreetHoustonTX77030870721923$17,554Support of research activities501(c)(3)
Methodist Research Institute Inc
6670 Bertner StHoustonTX77030870721923$22,266Support of research activities501(c)(3)
Michigan State University
113 Angell BldgEast LansingMI48824386005984$54,109Support of research activities115
Midwestern University
555 31st StDowners GroveIL60515363377698$18,859Support of research activities501(c)(3)
Millennium Park Foundation
201 East RandolphChicagoIL60601364244167$10,000Support of charitable community organization501(c)(3)
Mind Research Network
1101 Yale Blvd NEAlbuquerqueNM87106850457562$26,642Support of research activities501(c)(3)
Missouri University of Science and Technology
300 W 12th St 202 Centennial HallRollaMO65401436003859$54,523Support of research activities115
Myomo Inc
One BroadwayCambridgeMA02142470944526$23,916Support of research activities14th Floor
National Bureau of Economic Research Inc
1050 Massachusetts AveCambridgeMA02138131641075$48,640Support of research activities501(c)(3)
National Jewish Health
1400 Jackson StDenverCO80206742044647$57,522Support of research activities501(c)(3)
National Kidney Foundation of Illinois
215 West Illinois StreetChicagoIL60654366009226$6,500Support of charitable community organization501(c)(3)
Neighborhood Health Group LLC
5860 W Higgins AveChicagoIL60630981107218$393,131Support of research activities
New Jersey Institute of Technology
University HeightsNewarkNJ07102226000910$14,976Support of research activities115
New York Blood Center
310 East 67 StNew YorkNY10065131949477$34,041Support of research activities501(c)(3)
New York University
70 Washington Square SouthNew YorkNY10012135562308$365,594Support of research activities501(c)(3)
North Carolina State University
2711 Founders DrRaleighNC27695566000756$80,025Support of research activities115
NORTH SUBURBAN YMCA
2705 Techny RoadNorthbrookIL60062362546842$10,000Support of charitable community organization501(c)(3)
Northern Illinois University
1425 W Lincoln HwyDeKalbIL60115366086819$710,773Support of research activities501(c)(3)
NorthShore University HealthSystem Research Institute
2650 Ridge AveEvanstonIL60201364191793$800,385Support of research activities501(c)(3)
Northwestern Medical Faculty Foundation Inc
680 N Lake Shore DrChicagoIL60611363097297$563,882Support of research activities501(c)(3)
Northwestern University Settlement House
1400 West Augusta BlvdChicagoIL60642362167818$25,000Support of charitable community organization501(c)(3)
Norton Healthcare Inc
300 E Chestnut St Ste 200LouisvilleKY402021831611028725$15,090Support of research activities
Objective Arts Inc
20 N Wacker DriveChicagoIL60606752975237$293,280Support of research activities
Ohio State University
154 W 12th AveColumbusOH43210316025986$389,503Support of research activities115
Oklahoma State University
113 Student UnionStillwaterOK74078731383996$543,666Support of research activities115
Open Source Robotics Foundation
170 S Whisman RdMountain ViewCA94041455230545$6,000Support of charitable community organization501(c)(3)
OptoNet Inc
828 Davis StreetEvanstonIL60201743092128$86,663Support of research activitiesSuite 206
Oregon Health & Science University
3181 Southwest Sam Jackson Park RdPortlandOR97239931176109$100,184Support of research activities115
OSF Saint Francis Medical Center
530 NE Glen Oak AvenuePeoriaIL61637370813229$98,313Support of research activities501(c)(3)
Pacific Health Research and Education Institute
3375 Koapaka St Ste I-540HonoluluHI96819990303308$7,730Support of research activities501(c)(3)
Palo Alto University
1791 Arastradero RoadPalo AltoCA94304942340692$38,580Support of research activities501(c)(3)
Park Street Solutions Company
One Energy CenterNapervilleIL60563201152430$344,375Support of research activities40 Shuman Blvd Suite 295
Parkinson's & Movement Disorder Institute
9940 Talbert Ave Suite 204Fountain ValleyCA92708330865882$12,660Support of research activities
Particle Sciences Inc
3894 Courtney StreetBethlehemPA18017232749752$192,275Support of research activities
Pennsylvania State University
308 Old MainUniversity ParkPA16802246000376$411,102Support of research activities115
Presence Health Network
200 S Wacker Dr 11th FloorChicagoIL60606361649520$85,294Support of research activities501(c)(3)
Princeton University
PO BOX 36 ORPA 4 New South BuildingPrincetonNJ08544210634501$48,252Support of research activities501(c)(3)
Product Development & Analysis LLC
1776 Legacy CircleNapervilleIL60563364121041$14,400Support of research activitiesSuite 115
Prosthetic Design Inc
700 Harco DriveClaytonOH45315311341713$25,934Support of research activities
Purdue University
610 Purdue MallWest LafayetteIN47906356002041$680,395Support of research activities115
Queen's Medical Center
1301 Punchbowl StHonoluluHI96813990073524$7,895Support of research activities501(c)(3)
QuesTek Innovations LLC
1820 Ridge AvenueEvanstonIL60201364116425$202,554Support of research activities
Rancho Research Institute
PO Box 3500DowneyCA90242951911180$12,250Support of research activities501(c)(3)
Ravinia Festival Association
418 Sheridan RoadHighland ParkIL60035366002273$13,000Support of charitable community organization501(c)(3)
Rehabilitation Institute of Chicago
345 E Superior StChicagoIL60611362256036$431,457Support of research activities501(c)(3)
Rehabilitation Institute Research Corporation
345 E Superior StChicagoIL60611363728711$145,394Support of research activities501(c)(3)
Renaissance Society of America
365 Fifth AvenueNew YorkNY10015131787503$5,300Support of charitable community organization501(c)(3)
Research Foundation for Mental Hygiene Inc
150 Broadway Suite 301MenandsNY12204141410842$25,078Support of research activities501(c)(3)
Research Foundation of The City University of New York
65-30 Kissena BlvdQueensNY11367131988190$570,954Support of research activities501(c)(3)
Research Triangle Institute
12 Davis DrRESEARCH TRIANGLE PARKNC27709560686338$55,801Support of research activities501(c)(3)
Rho Federal Systems Division Inc
6330 Quadrangle DrChapel HillNC27517561927659$41,150Support of research activities
Rhode Island Hospital
593 Eddy StreetProvidenceRI02903050258954$5,625Support of research activities501(c)(3)
Rice University
6100 Main StHoustonTX77005741109620$83,109Support of research activities501(c)(3)
Rocky Mountain Movement Disorders Center PC
701 E Hampden Ave Suite 510EnglewoodCO80113260756771$27,655Support of research activities
Roger Baldwin Foundation of the ACLU
150 N Michigan AveChicagoIL60601362682569$55,254Support of charitable community organization501(c)(3)Ste 600
Rush University Medical Center
1653 W Congress ParkwayChicagoIL60612362174823$1,364,767Support of research activities501(c)(3)
Rutgers University
57 US Highway 1New BrunswickNJ08901226001086$38,405Support of research activities501(c)(3)
Saint Luke's Hospital (Kansas City MO)
4401 Wornall RoadKansas CityMO64111440545297$52,915Support of research activities501(c)(3)
Sanford Burnham Prebys Medical Discovery Institute
10901 N Torrey Pines RdLa JollaCA92037510197108$371,820Support of research activities501(c)(3)
Scheck & Siress Prosthetics Inc
1S376 Summit Avenue Court EOakbrook TerraceIL60181363217435$70,973Support of research activities
Scripps Research Institute
10550 N Torrey Pines RdLa JollaCA92037330435954$643,485Support of research activities501(c)(3)
Seattle Children's Research Institute
1904 9th AveSeattleWA98105911156519$51,165Support of research activities501(c)(3)
Sentara Healthcare
6015 Poplar Hall DrNorfolkVA23502521271901$27,405Support of research activities501(c)(3)
Shenandoah University
1460 University DriveWinchesterVA22601540525605$13,086Support of research activities501(c)(3)
Siemens Corporation
300 New Jersey Avenue Suite 1000WashingtonDC20001132623358$20,852Support of research activities
Society for Consumer Psychology
Clarkson UniversityPotsdamNY13699363607499$6,000Support of charitable community organization501(c)(3)
Southeastern Michigan Administrative Services Group
613 Abbott StreetDetroitMI48226811229856$50,000Support of charitable community organization501(c)(3)6th Floor
SRI International
333 Ravenswood AveMenlo ParkCA94025941160950$7,972Support of research activities
St Joseph's Hospital and Medical Center
350 W Thomas RdPhoenixAZ85013721561134$7,800Support of research activities501(c)(3)
Stanford University
295 Galvez StStanfordCA94305941156365$898,593Support of research activities501(c)(3)
Storycatchers Theatre
544 W Oak StChicagoIL60610363298168$6,000Support of research activities501(c)(3)
Strive
5001 S Ellis AveChicagoIL60615363728910$18,000Support of research activities501(c)(3)
Syracuse University
113 Bowne HallSyracuseNY13244150532081$130,161Support of research activities501(c)(3)
Telligen Inc
1776 West Lakes PkwyWest Des MoinesIA50266420992483$427,876Support of research activities
Temple University
1801 N Broad StreetPhiladelphiaPA19122231365971$367,435Support of research activities501(c)(3)
Texas A&M University
400 Harvey Mitchell Pkwy SCollege StationTX77845746000531$14,498Support of research activities115Suite 300
Texas Tech University
2500 BroadwayLubbockTX79409756002622$87,992Support of research activities501(c)(3)
The Art Institute of Chicago
111 S Michigan AveChicagoIL60603362167725$10,000Support of charitable community organization501(c)(3)
The Metropolitan Museum of Art
1000 5th AvenueNew YorkNY10028131624086$30,000Support of charitable community organization501(c)(3)
Thresholds
4101 N Ravenswood AveChicagoIL60613362518901$77,912Support of research activities
Tufts Medical Center Inc
800 Washington StreetBostonMA02111270440772$22,307Support of research activities501(c)(3)
Tufts University
Office of Research AdministrationBostonMA02155042103634$85,829Support of research activities501(c)(3)136 Harrison Ave
Tulane University
6823 St Charles AveNew OrleansLA70118720423889$853,897Support of research activities501(c)(3)
UChicago Argonne LLC Argonne National Laboratory
9700 S Cass AveLemontIL60439680628477$117,518Support of research activities115
United Negro College Fund
1805 7th Street NWWashingtonDC20001131624241$7,500Support of charitable community organization501(c)(3)
United States Drug Testing Laboratories Inc
1700 S Mount Prospect RdDes PlainesIL60018421612910$282,436Support of research activities
United Way
701 N Fairfax StAlexandriaVA22314131635294$10,000Support of charitable community organization501(c)(3)
United Way of Metropolitan Chicago
333 South Wabash AvenueChicagoIL60604300200478$25,000Support of charitable community organization501(c)(3)
University of Alabama at Birmingham
1530 3rd Ave SouthBirminghamAL35294636005396$750,148Support of research activities115
University of Arizona
617 N Santa Rita AveTucsonAZ85721742652689$29,184Support of research activities115
University of California Berkeley
200 California HallBerkeleyCA94720946002123$531,112Support of research activities115
University of California Davis
One Shields AveDavisCA95616946036494$169,485Support of research activities115
University of California Irvine
Office of AdministrationIrvineCA92697952226406$271,460Support of research activities1155171 California Ave Suite 150
University of California Lawrence Berkeley National Laboratory
One Cyclotron Road MS 90-1116BerkeleyCA947208126946002123$178,172Support of research activities
University of California Los Angeles
11000 Kinross Ave Suite 211Los AngelesCA90095956006143$630,024Support of research activities115
University of California San Diego
9500 Gilman DrLa JollaCA92093956006144$669,105Support of research activities115
University of California San Francisco
505 Parnassus AveSan FranciscoCA94143566001393$1,073,099Support of research activities115
University of California Santa Barbara
Office of ResearchSanta BarbaraCA931062050956006145$73,122Support of research activities3227 Cheadle Hall
University of Central Florida
12201 Research Parkway Suite 501OrlandoFL328263246592924021$8,753Support of research activities501(c)(3)
University of Chicago
5801 S Ellis AveChicagoIL60637362177139$8,908,706Support of research activities501(c)(3)
University of Chicago National Opinion Research Center
1155 East 60th StreetChicagoIL60637362167808$55,468Support of research activities501(c)(3)
University of Cincinnati
2600 Clifton AveCincinnatiOH45221316000989$68,230Support of research activities115
University of Colorado at Boulder
914 Broadway StBoulderCO80302846000555$809,868Support of research activities501(c)(3)
University of Colorado Denver
13001 East 17th PlaceAuroraCO80045846000555$410,535Support of research activities501(c)(3)Bldg 500 Room W1126
University of Connecticut
438 Whitney Rd Ext Unit 1133StorrsCT06269060772160$78,730Support of research activities115
University of Connecticut Health Center
263 Farmington AveFarmingtonCT06030366009515$113,544Support of research activities115
University of Delaware
Hullihen Hall 175 S College AvNewarkDE19716516000297$123,917Support of research activities501(c)(3)
University of Florida
201 Criser HallGainesvilleFL32611596002052$450,500Support of research activities115
University of Illinois at Chicago
809 S Marshfield AvenueChicagoIL606124305376000511$2,624,183Support of research activities501(c)(3)MB 502 M/C 551
University of Illinois at Urbana-Champaign
601 E John StChampaignIL61820376000511$743,558Support of research activities115
University of Iowa
100 Mossman Business Svcs BldgIowa CityIA52245426004813$140,978Support of research activities115
University of Kansas Medical Center Research Institute
3901 Rainbow Boulevard MSN 1039Kansas CityKS66160481108830$33,397Support of research activities501(c)(3)
University of Kentucky
100 Funkhouser BldgLexingtonKY40506616001218$273,688Support of research activities115
University of Louisville
2301 South Third StreetLouisvilleKY40292611014882$5,903Support of research activities115Jouett Hall 2nd floor
University of Maryland
2108 Mitchell BldgCollege ParkMD20742526002033$491,545Support of research activities115
University of Massachusetts Amherst
70 Butterfield TerraceAmherstMA01003043167352$73,653Support of research activities115
University of Massachusetts Medical School
55 Lake Avenue NWorcesterMA016550002043167352$59,084Support of research activities501(c)(3)
University of Memphis
315 Administration BuildingMemphisTN38152620648618$13,746Support of research activities501(c)(3)
University of Miami
1252 Memorial DrCoral GablesFL33146590624458$187,237Support of research activities501(c)(3)
University of Michigan
515 E JeffersonAnn ArborMI48109386000134$974,053Support of research activities115
University of Minnesota
101 Pleasant StMinneapolisMN55455416007513$392,123Support of research activities115
University of Missouri Columbia
310 Jesse HallColumbiaMO652111230436003859$21,772Support of research activities501(c)(3)
University of Missouri Kansas City
5100 Rockhill RoadKansas CityMO641102499436003859$7,330Support of research activities501(c)(3)
University of Nebraska Medical Center
987835 Nebraska Medical CenterOmahaNE68198470491233$15,110Support of research activities115
University of Nebraska-Lincoln
3835 Holdrege StLincolnNE68583470049123$65,774Support of research activities115
University of Nevada Reno
Office of Sponsored ProjectsRenoNV89557886000024$33,165Support of research activities1151664 N Virginia St 204 Ross Hall
University of North Carolina at Chapel Hill
9201 University City BlvdCharlotteNC28223566000642$863,777Support of research activities115
University of Notre Dame
317 Main BuildingNotre DameIN46556350868188$26,447Support of research activities501(c)(3)
University of Oklahoma
660 Parrington OvalNormanOK73019736017987$5,400Support of research activities115
University of Pennsylvania
3451 Walnut StPhiladelphiaPA19104231352685$583,201Support of research activities501(c)(3)
University of Pittsburgh
4227 Fifth AvePittsburghPA15260250965591$453,699Support of research activities501(c)(3)
University of Puerto Rico Medical Sciences Campus
P O Box 365067San JuanPR009365067660433760$28,286Support of research activities
University of Rochester
518 Hylan BuildingRochesterNY14627160743209$56,232Support of research activities501(c)(3)
University of South Carolina
1600 Hampton Street Room 612ColumbiaSC29208576001153$42,373Support of research activities501(c)(3)
University of South Florida - Tampa
4202 E Fowler AveTampaFL33620593102112$23,480Support of research activities115
University of Southern California
1540 Alcazar StLos AngelesCA90089951642394$215,179Support of research activities501(c)(3)
University of Texas at Arlington
701 S Nedderman DriveArlingtonTX76019756000121$55,320Support of research activities115
University of Texas at Austin
2100 San Jacinto BlvdAustinTX78712746000203$400,513Support of research activities115
University of Texas at San Antonio
One UTSA CircleSan AntonioTX78249741717115$104,388Support of research activities115
University of Texas Health Science Center at Houston
7000 Fannin UCT 1006HoustonTX77030741761309$30,564Support of research activities115
University of Texas M D Anderson Cancer Center
1515 Holcombe BlvdHoustonTX77030760273984$38,569Support of research activities115
University of Texas Medical Branch at Galveston
301 University BoulevardGalvestonTX775550657746000949$66,811Support of research activities501(c)(3)
University of Texas Southwestern Med Ctr at Dallas
5323 Harry Hines BlvdDallasTX75390756002868$144,287Support of research activities115
University of Utah
201 S 1460 ESalt Lake CityUT84112876000121$569,698Support of research activities115
University of Virginia
1 College ParkWiseVA24293546001796$850,104Support of research activities115
University of Washington
1410 NE Campus ParkwaySeattleWA98195916001537$697,684Support of research activities115
University of Wisconsin-Madison
750 University Avenue 4th FloorMadisonWI537061490391805963$1,673,766Support of research activities501(c)(3)AW Peterson Building
University of Wisconsin-Milwaukee
Office of Sponsored ProgramsMilwaukeeWI53201391805963$10,701Support of research activities501(c)(3)PO Box 340
Van Andel Research Institute
333 Bostwick Ave NEGrand RapidsMI49503522000823$43,419Support of research activities501(c)(3)
Vanderbilt University
2201 West End AveNashvilleTN37235620476822$533,782Support of research activities501(c)(3)
Vanderbilt University Medical Center
CCC-3322 Medical Center NorthNashvilleTN372322103620476822$330,855Support of research activities501(c)(3)
Veterans Medical Research Foundation of San Diego
3350 La Jolla Village DrSan DiegoCA92161330189397$64,196Support of research activities501(c)(3)
Village of Skokie Health Department
5127 Oakton StreetSkokieIL60077366006103$10,728Support of research activities
Virginia Commonwealth University
PO Box 980568RichmondVA232980568546001758$16,273Support of research activities501(c)(3)
Virginia Polytechnic Institute and State University
Office of Sponsored ProgramsBlacksburgVA24061546001805$34,575Support of research activities501(c)(3)300 Turner Street NW
Wake Forest University Health Sciences
1834 Wake Forest RdWinstonSalemNC27106900222618$26,669Support of research activities501(c)(3)
Walgreen Co
108 Wilmot RdDeerfieldIL60015361924025$109,328Support of research activities
Washington University in St Louis
One Brookings DrSt LouisMO63130430653611$476,419Support of research activities501(c)(3)
Wayne State University
PO Box 02759DetroitMI48202383555142$170,602Support of research activities501(c)(3)
Weill Cornell Medical College
445 E 69th StreetNew YorkNY10021131623978$27,825Support of research activities501(c)(3)
WestEd
730 Harrison StreetSan FranciscoCA94107943233542$9,088Support of research activities115
Westside Institute for Science and Education
820 S Damen AvenueChicagoIL60612363712391$68,826Support of research activities501(c)(3)
World Business Chicago
177 N State St Ste 500ChicagoIL60601364313685$60,000Support of charitable community organization501(c)(3)
Wright State University
3640 Colonel Glenn HwyDaytonOH45435310732831$37,804Support of research activities115
Yale University
140 Prospect StNew HavenCT06511060646973$487,158Support of research activities501(c)(3)
Youth and Opportunity United
1027 Sherman AvenueEvanstonIL60202362734966$100,000Support of charitable community organization501(c)(3)
FieldValueIRS element (for citing)
Total501c3 Org274Total501c3OrgCnt
Total Other Org43TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
Student grants, scholarships, and fellowships are financial aid that can be used towards educational related costs.16290$383,232,617$63,043BookWinter gear and computers
Prizes and awards reflect prizes and awards to non-employees in recognition of an accomplishment, activity, or event.276$992,263

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part III PRIZES AND AWARDSPRIZES AND AWARDS REFLECT PRIZES AND AWARDS EXTENDED TO NON-EMPLOYEES IN RECOGNITION OF AN ACCOMPLISHMENT, ACTIVITY, OR EVENT. PRIZES AND AWARDS GIVEN TO EMPLOYEES ARE INCLUDED AS COMPENSATION AND REPORTED ON AN EMPLOYEE'S FORM W-2.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.Explanation: Grants given to support of charitable community organizations. Such grants are extended only for charitable purposes to organizations that are exempt under Code Section 501(c)(3). After qualifications for the grant are met and the grant is disbursed to the charitable organization there is no subsequent monitoring by the University. Grants or other assistance are awarded to organizations or entities in the U.S. pursuant to the University policies and procedures for all grant subawards. Such subawards are monitored through the University's office for Sponsored Research (OSR) and the University's Office of Accounting Services for Research and Sponsored Programs (ASRSP). All subaward documentation including purchase orders, related charges and invoices are reviewed and monitored by ASRSP and confirmed with the principal investigator. The principal investigator must certify that the subaward costs are in accordance with the Office of Management and Budget's (OMB) Uniform Guidance (Uniform Administrative Requirements, Cost Principles, and Audit Requirements); also, ASRSP requests and collects audit reports from subaward recipients to monitor compliance, as required by the Uniform Guidance. If the information is not furnished to ASRSP, payment may be withheld. Grants and other assistance are awarded to students on the basis of financial need following University policies developed to meet regulatory requirements (federal methodology) and guided by the College Board (institutional methodology). Merit scholarships are awarded based upon talent (eg, academic, music, and athletic). All of these awarded grants are allowed to be used by the students towards any type of costs; no subsequent monitoring is required.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgYes (true)CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 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
Morton O Schapiro
President$1,013,556$0$200,000$0$198,501$0$214,596$0$205,201$0$1,831,854$0$100,000$0
Daniel I Linzer
Provost$703,464$0$75,000$0$1,190,299$0$51,500$0$32,617$0$2,052,880$0$750,000$0
Nimalan Chinniah
Executive Vice President$788,967$0$100,000$0$75,693$0$86,500$0$17,945$0$1,069,105$0$0$0
Mary L Baglivo
VP Global Marketing$421,258$0$0$0$19,532$0$26,500$0$23,228$0$490,518$0$0$0
Pamela S Beemer
VP for Human Resources$367,952$0$10,000$0$19,584$0$26,500$0$4,517$0$428,553$0$0$0
Paul Castellucci
VP Budget and Planning$236,942$0$15,000$0$35,198$0$25,750$0$610$0$313,500$0$0$0
Alan K Cubbage
VP University Relations$296,892$0$0$0$25,184$0$26,500$0$821$0$349,397$0$0$0
John L D'Angelo
VP for Facilities Management$393,718$0$25,000$0$51,101$0$26,500$0$23,228$0$519,547$0$0$0
Devora Grynspan
VP International Relations$224,250$0$0$0$1,715$0$22,867$0$9,531$0$258,363$0$0$0
Philip L Harris
VP General Counsel$669,087$0$150,000$0$1,032$0$6,667$0$30,941$0$857,727$0$0$0
James M Hurley
VP for Budget and Planning$285,274$0$125,000$0$774$0$109,833$0$8,328$0$529,209$0$0$0
Marilyn McCoy
VP Administration & Planning$415,610$0$0$0$18,462$0$26,500$0$22,316$0$482,888$0$0$0
William H McLean
VP and Chief Investment Officer$832,875$0$1,346,372$0$168,840$0$408,032$0$28,363$0$2,784,482$0$1,062,320$0
Robert E McQuinn
VP for Development$553,481$0$100,000$0$68,169$0$181,500$0$33,441$0$936,591$0$0$0
Eric G Neilson
VP Medical Affairs$556,136$0$0$0$7,979$0$18,500$0$3,116$0$585,731$0$0$0
James J Phillips
VP Athletics$905,258$0$230,000$0$569,472$0$49,833$0$23,014$0$1,777,577$0$210,000$0
Sean Reynolds
VP and Chief Information Officer$437,878$0$0$0$51,774$0$26,500$0$7,544$0$523,696$0$0$0
Ingrid S Stafford
VP for Financial Operations$326,271$0$0$0$20,284$0$26,500$0$4,097$0$377,152$0$0$0
Patricia Telles-Irvin
VP Student Affairs$370,498$0$50,000$0$130,584$0$26,500$0$25,737$0$603,319$0$0$0
Joseph T Walsh Jr
VP for Research$352,313$0$0$0$19,032$0$26,500$0$24,437$0$422,282$0$0$0
Patrick W Fitzgerald II
Head Coach$3,040,344$0$307,500$0$214,778$0$26,500$0$30,653$0$3,619,775$0$0$0
Christopher R Collins
Head Coach$1,365,177$0$0$0$35,056$0$76,500$0$30,421$0$1,507,154$0$0$0
Maciej S Lesniak
Professor Neurology$1,323,807$0$0$0$360$0$26,500$0$713$0$1,351,380$0$0$0
Brian Uzzi
Professor, Management, Kellogg$370,440$0$0$0$838,008$0$26,500$0$47,918$0$1,282,866$0$0$0
Peter A Belytschko
Managing Director, Investments$429,905$0$596,044$0$20,360$0$241,805$0$9,884$0$1,297,998$0$380,739$0
Thomas G Cline
Former VP and General Counsel$388,667$0$0$0$0$0$0$0$0$0$388,667$0$0$0

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1aSCHEDULE J SUPPLEMENTAL INFORMATION
Schedule J, Part I, Line 1a First-class or charter travelCharter airplane travel was provided to nine listed persons and was treated as a business expense and was not treated as taxable compensation. Three listed persons traveled first class and was treated as a business expense and not treated as taxable compensation.
Schedule J, Part I, Line 1a Travel for companionsThe President's spouse has accompanied the President at development events for business purposes and such expenses were not treated as taxable compensation. Four listed persons received companion travel. Companion travel was treated as taxable compensation for three listed persons.
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsTwo listed persons received gross up payments in connection with certain benefits and such amounts were treated as taxable compensation.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useThe President is required to reside in University-owned housing which is provided for the convenience of the University and is not treated as a taxable compensation pursuant to Internal Revenue Code Section 119. The annual fair market rental value of the housing is included in nontaxable benefits listed on Schedule J, Part II, column (D). Seven listed persons were provided with housing or a housing allowance and the amounts were treated as taxable compensation.
Schedule J, Part I, Line 1a Health or social club dues or initiation feesThe President was extended memberships in organizations that are held in the President's individual name but that reflect institutional business requirements and are not treated as taxable compensation. Five listed persons received reimbursement for social club dues. The club dues were treated as taxable compensation for three listed persons.
Schedule J, Part I, Line 1a Personal servicesIn connection with the University-provided presidential housing, the University provides maid/cleaning services at the President's University residence. The value of the benefit for cleaning services associated with the personal living quarters is treated as taxable compensation. Nominal chauffeur services were provided to the President and the value of the benefit is treated as taxable compensation.
Schedule J, Part I, Line 4a Severance or change-of-control paymentIn connection with his retirementfrom Northwestern University, Daniel Linzer received compensation in the amount of $279,370, which is included in Part II, Column B(ii).
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planThe following participated in a 457(f) nonqualified retirement plan and the amounts are subject to substantial risk of forfeiture and vest after a number of years Name and amount contributed: Morton O. Schapiro ($188,096), Daniel I. Linzer ($25,000), Nimalan Chinniah ($60,000), James M. Hurley ($83,333),Robert E. McQuinn ($155,000), James J. Phillips ($23,333). William H. McLean ($384,052), Peter A. Belytschko ($215,305), Chris Collins ($50,000) Name and amount paid: Morton O. Schapiro ($132,354), William H. McLean ($1,062,320), Peter A. Belytschko ($380,739), James J. Phillips ($252,682), Daniel I. Linzer ($900,241)
Schedule J, Part I, Line 5a Compensation contingent on revenues of the organizationThe Chief Investment Officer, Investment Manager and Managing Director of Investments received incentive compensation which was in part calculated contingent on the performance of the University's long term investments.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
ILLINOIS FINANCE AUTHORITY
A86109196745203HYZ02004-09-09$135,800,000ACQUIRE, CONSTRUCT OR RENOVATE UNIVERSITY FACILITIES & Equipmentfalsefalsefalse
ILLINOIS FINANCE AUTHORITY
B86109196745203HPQ92008-06-25$125,000,000ACQUIRE, CONSTRUCT OR RENOVATE UNIVERSITY FACILITIESfalsefalsefalse
Illinois Finance Authority
C86109196745203HZ212015-06-04$146,017,057ACQUIRE, CONSTRUCT OR RENOVATE UNIVERSITY FACILITIESfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$144,677,217$1,039,400$143,637,8172008falsefalseYes (true)Yes (true)
B$126,815,680$1,250,000$125,565,6802011falsefalseYes (true)Yes (true)
C$146,081,419$886,268$145,195,1512017falsefalseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)falseYes (true)false0.00550.0055falsefalseYes (true)
Bfalsefalsefalsefalse0.00080.0008falsefalseYes (true)
Cfalsefalsefalsefalse0.01620.0162falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedInd
(no name)
AfalsefalsefalseYes (true)Yes (true)falsefalsefalseYes (true)
See Part VI
BfalsefalsefalseYes (true)Yes (true)Yes (true)falsefalseYes (true)6.0falsefalse
(no name)
CfalseYes (true)falsefalsefalsefalsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

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

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part I, Column (c) Bond Issue B: IFA - Series 2008Additional CUSIP: 45203HYX4
Schedule K, Part I, Column (c) Bond Issue C: IFA - Series 2015Additional CUSIPs: 45203HZ39, 45203HZ47, 45203HZ54, 45203HZ62, 45203HZ88, 45203HZ70, 45203HZ96, 45203H2A9, 45203H2B7
Schedule K, Part IV, Line 4b Bond Issue B: IFA - Series 2008Morgan Stanley Capital Services LLC; Bank of America, NA; JP Morgan
Schedule K, Part II, Line 3 Total proceeds of issueThe difference between issue prices and proceeds of bonds are a result of investment income earned.
Schedule K, Part III, Line 3b Reviews by Bond CounselThe University engages bond counsel and performs a review of management or services contracts at the time of any new bond issuances, generally every two years. At that time all existing bond issuances and private use are re-examined and re-documented. The University monitors changes in private use on an ongoing basis internally.
Schedule K, Part III, Line 4 Private Business UseThe University finances acquisition, construction and renovation of University facilities with multiple funding sources including tax exempt bond issues. There is a small amount of monitored private business use within the facilities partially funded by bonds; however, such usage was financed from other sources.
Schedule K, Part I, Column (f) PurposesIn addition to the purposes listed in Part I, Column (f), bonds were also issued to pay costs of issuance.
Schedule K, Part IV, Line 2c COLUMN AIssuer name: ILLINOIS FINANCE AUTHORITY The calculation for computing no rebate due was performed on 09/09/2009
Schedule K, Part IV, Line 2c COLUMN BIssuer name: ILLINOIS FINANCE AUTHORITY The calculation for computing no rebate due was performed on 06/25/2013

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
James Phillips
EMPLOYEECOMPENSATIONYes (X)$1,100,000$386,667falseYes (true)Yes (true)
James Phillips
EMPLOYEECOMPENSATIONYes (X)$300,000$300,000falseYes (true)Yes (true)
FieldValueIRS element (for citing)
Total Balance Due$686,667TotalBalanceDueAmt

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

FieldValueIRS element (for citing)
Cash Grant$7,470CashGrantAmt
Type Of AssistanceScholarshipTypeOfAssistanceTxt
Assistance PurposeEducational ScholarshipAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (10 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Kristen Novelline
Family member of William A. Osborn, Trustee$82,627Employmentfalse
Charlotte Cubbage
Family member of Alan K. Cubbage, Officer$85,460Employmentfalse
Jennifer Burke
Family member of Joseph T. Walsh, Officer$63,977Employmentfalse
Great Lakes Coca-Cola
M. Jude Reyes, Trustee, ownership interest over 35%$725,552Softdrink purchases and vending commissionsfalse
SQ Advisors LLC
Kimberly Querrey, Trustee, ownership interest over 35%$1,136,104Investment manager feesfalse
Emily Jones
Family member of J. Landis Martin, Trustee$207,287Employmentfalse
VWR International
35% control, Timothy Sullivan, Trustee$791,072Laboratory suppliesfalse
Daniel I Linzer
Officer$279,370Transfer of real estatefalse
Constadina Castellucci
Family member of Paul Castellucci, Officer$61,319Employmentfalse
Alissa Schapiro
Family member of Morton Schapiro, Officer$26,912Graduate Assistant Employmentfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part IIFormAndLineReferenceDesc
ExplanationSCHEDULE L SUPPLEMENTAL INFORMATIONExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution27ContributionCnt
Noncash Contributions Rpt F990$2,746,901NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$72,403NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$39,520NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution747ContributionCnt
Noncash Contributions Rpt F990$46,886,210NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$5,000,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution11ContributionCnt
Noncash Contributions Rpt F990$7,270NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution16ContributionCnt
Noncash Contributions Rpt F990$6,166NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)equipment, software8$1,510,791Market value
Yes (X)Events, tickets232$422,104Market value
FieldValueIRS element (for citing)
Form8283 Received8Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 10a LOCAL CHAPTERS, BRANCHESTHE UNIVERSITY DOES NOT HAVE LOCAL CHAPTERS, BRANCHES, LODGES, UNITS OR SIMILAR AFFILIATES. AS DESCRIBED IN SCHEDULE F, THE UNIVERSITY HAS ONE INTERNATIONAL CAMPUS, LOCATED IN DOHA, QATAR. THE UNIVERSITY HAS A NUMBER OF AFFILIATION AGREEMENTS AND ARRANGEMENTS WITH OTHER RESEARCH AND EDUCATIONAL INSTITUTIONS BUT THE UNIVERSITY DOES NOT HAVE AUTHORITY TO EXERCISE SUPERVISION AND CONTROL OF SUCH INSTITUTIONS.
Form 990, Part VI, Line 16b JOINT VENTURESTHE UNIVERSITY DOES NOT HAVE A WRITTEN POLICY REGARDING JOINT VENTURES IN GENERAL. HOWEVER, JOINT VENTURE AGREEMENTS ARE REVIEWED BY THE UNIVERSITY'S OFFICE OF GENERAL COUNSEL TO EVALUATE WHETHER THE AGREEMENT FURTHERS THE MISSION OF THE UNIVERSITY AND TO ENSURE THE SAFEGUARDING OF UNIVERSITY'S ASSETS. THE UNIVERSITY ALSO HAS GUIDELINES CONCERNING JOINT VENTURES IN ITS TECHNOLOGY TRANSFER AND INVESTMENT POLICIES.
Form 990, Part VI, Line 1a Delegate broad authority to a committeeExecutive Committee of the Board of Trustees is comprised of 19 members of the governing body. The Executive Committee may exercise the power of the Board of Trustees between meetings with respect to ordinary business transactions.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsJay C. Hoag and Patrick G. Ryan Jr. - Business relationship, Lester B. Knight and A. Steven Crown - Business relationship, Lester B. Knight and T. Bondurant French - Business relationship, Lester B. Knight and William A. Osborn - Business relationship, Lester B. Knight and M. Jude Reyes - Business relationship, Lester B. Knight and Christopher B. Galvin - Business relationship, Lester B. Knight and Frederick H. Waddell - Business relationship, M. Jude Reyes and A. Steven Crown - Business relationship, M. Jude Reyes and Patrick Ryan Jr. - Business relationship, M. Jude Reyes and Frederick H. Waddell - Business relationship, David B. Weinberg and M. Jude Reyes - Business relationship, Miles D. White and William A. Osborn - Business relationship, Charles A. Tribbett III and Frederick H. Waddell - Business relationship, Muneer A. Satter and William A. Osborn - Business relationship, Muneer A. Satter and Patrick Ryan Jr. - Business relationship, Muneer A. Satter and Christopher B. Galvin - Business relationship, Timothy P. Sullivan and Kimberley Querrey - Business relationship, Timothy P. Sullivan and Jeffrey W. Ubben - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing bodyAn electronic copy of the University's final Form 990 (including all required schedules), was provided to each voting member of the University's governing body prior to filing. That version of the Form 990 is identical to the one ultimately filed with the IRS. Prior to providing a copy to the governing body, a draft of the Form 990 was provided for review to the Audit, Risk, and Compliance Committee of the Board of Trustees, which is comprised of a subset of members from the governing body who review the accounting procedures and controls of the University.
Form 990, Part VI, Line 12c Conflict of interest policyUniversity Bylaws and Statutes require that any conflict of interest of any Trustee, Officer or their immediate families be disclosed to the Board of Trustees in writing. An Officer shall call any conflict of interest to the attention of the President. If the matter is being considered by the Board of Trustees or one of its committees, such Officer is not permitted to participate in or make recommendations about the conflict of interest under discussion, except to the extent the Officer is required by the Trustees of other officers to answer pertinent questions related to the conflict. A Trustee having a conflict of interest shall call it to the attention of the Board or committee and shall abstain on voting on the subject. The Trustee is encouraged to answer pertinent questions when his/her knowledge of the subject will assist the Board or any of its committees. In addition, Trustees are subject to a Conflict of Interest Policy, which has been adopted by the Board of Trustees. Potential conflicts of interest are further scrutinized under a University investment policy governing Trustee Relationship Investments whereby, among other things, affected trustees must recuse themselves from any discussion and vote related to the investment. Pursuant to the University's staff and faculty Conflict of Interest Policies, employees are required to disclose potential conflicts of interest to the University on an annual basis. Employees receive annual reminders to complete a conflict of interest questionnaire and responses are submitted electronically and reviewed by each employee's supervisor. Potential conflicts are further reviewed by the University's Department of Human Resources and action taken by senior management as needed.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialThe Compensation Committee of the Board includes members of the University's governing body who are not related or controlled by the employees whose compensation they are reviewing. To assess the reasonableness of employee compensation, the compensation committee of the Board relies on (i) formal survey and comparability data prepared and compiled by an outside consultant who has expertise in the field of executive compensation assessment and benchmarking and (ii) compensation recommendations from the President and Provost for their direct reports. The Compensation Committee of the Board meets every June for the purpose of reviewing and approving executive compensation recommendations for the next fiscal year. After review and the approval, the Committee's decisions are documented with internal communications to executive leadership except that the President's compensation is communicated solely to the Vice President & General Counsel. The offices of the President, Provost and Executive Vice President separately then send the final compensation decisions to the payroll department and the Vice President of Human Resources for implementation and processing other than the compensation information of the President, which is provided by the Vice President & General Counsel to the Vice President of Human Resources.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesCompensation Committee of the Board reviewed and approved compensation of all current officers listed in Part VII, Section who received compensation in calendar year 2016.
Form 990, Part VI, Line 19 Required documents available to the publicGoverning documents: The University maintains an Office for University Relations where information requests from the public are processed. The organizing document by which the University was created, its charter, is available upon request.
Form 990, Part VIII, Line 2f Other Program Service RevenuePhysical plant - Total Revenue: 9804015, Related or Exempt Function Revenue: 9804015, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part VIII, Line 11d Other Miscellaneous RevenueAlumni travel tour - Total Revenue: 189051, Related or Exempt Function Revenue: , Unrelated Business Revenue: 189051, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Alumni affinity card - Total Revenue: 57142, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 57142; Alumni advertising - Total Revenue: 34097, Related or Exempt Function Revenue: , Unrelated Business Revenue: 34097, 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 derivative instruments - 7732000; Change in value of nonoperating items - -632417;
Schedule F, Part I, Line 3 Program-related InvestmentsProgram-related investments represent student loans disbursed during student's enrollment in international program.
Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDSGrants or other assistance are awarded to foreign organizations or entities pursuant to the University policies and procedures for all grant subawards. Such subawards are monitored through the University's office for Sponsored Research (OSR) and the University's office of Accounting Services for Research and Sponsored Programs (ASRSP). All subaward documentation including purchase orders, related charges and invoices are reviewed and monitored by ASRSP and confirmed with the principal investigator. The principal investigator must certify that the subaward costs are in accordance with the Office of Management and Budget's (OMB) Uniform Guidance (Uniform Administrative Requirements, Cost Principles, and Audit Requirements); also, ASRSP requests and collects audit reports from subaward recipients to monitor compliance, as required by the Uniform Guidance. If the information is not furnished to ASRSP, payment may be withheld. Grants and other assistance are awarded to students on the basis of financial need following University policies developed to meet regulatory requirements (federal methodology) and guided by the College Board (institutional methodology). Merit scholarships are awarded based upon talent (eg, academic, music, and athletic). All of these awarded grants are allowed to be used by the students towards any type of costs; no subsequent monitoring is required.
Schedule J, Part I, Line 7 Non-fixed paymentsThe President and nine interested persons received a non-fixed payment related to a recognition bonus. One officer was offered non-fixed payment related to travel, apparel and tickets.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Triad WIS NWU LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 N Green Bay RdAddressLine1Txt
CityLake ForestCityNm
State AbbreviationILStateAbbreviationCd
ZIP60045ZIPCd
FieldValueIRS element (for citing)
EIN473504918EIN
Primary ActivitiesInvestmentPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd
Total Income-$2,177TotalIncomeAmt
End Of Year Assets$5,046,044EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Northwestern UniversityBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
RUBICON INSURANCE COMPANY
2020 RIDGE AVENUEEVANSTONIL60208363694409PROVIDING MEDICAL MALPRACTICE COVERAGEIL501(c)(3)Type IINORTHWESTERN UNIVERSITYYes (true)
STUDENTS PUBLISHING COMPANY
1999 SHERIDAN RDEVANSTONIL60208366002654PUBLISHES STUDENT PERIODICALSIL501(c)(3)Type IIfalseN/A
MCGAW MEDICAL CENTER OF NORTHWESTERN UNIVERSITY
420 E SUPERIOR STCHICAGOIL60611362656113COORDINATION OF MEDICAL RESIDENTSIL501(c)(3)Type IfalseN/A
NORTHWESTERN GLOBAL HEALTH FOUNDATION
PO BOX 1969EVANSTONIL60204273159956DEVELOPING MEDICAL DEVICES FOR PEOPLE IN NEED IN DEVELOPING COUNTRIESIL501(c)(3)9NORTHWESTERN UNIVERSITYYes (true)
THE BIG TEN CONFERENCE INC
1500 W HIGGINS RDPARK RIDGEIL60068363640583FACILITATE QUALITY INTERCOLLEGIATE ATHLETIC COMPETITIONIL501(c)(3)Type IIfalseN/A
NORTHWESTERN UNIVERSITY EMPLOYEES BENEFIT TRUST
PO BOX 803878CHICAGOIL60680363180819PROVIDING HEALTH INSURANCE BENEFITS TO CURRENT AND FORMER ELIGIBLE EMPLOYEESIL501(c)(9)NORTHWESTERN UNIVERSITYYes (true)
NORTHWESTERN UNIVERSITY EMPLOYEES BENEFIT TRUST DENTAL
PO BOX 803878CHICAGOIL60680363591834PROVIDING HEALTH INSURANCE BENEFITS TO CURRENT AND FORMER ELIGIBLE EMPLOYEESIL501(c)(9)NORTHWESTERN UNIVERSITYYes (true)
NORTHWESTERN UNIVERSITY DISABILITY TRUST
135 S LASALLE STCHICAGOIL60603366784987PROVIDING DISABILITY BENEFITS TO CURRENT AND FORMER ELIGIBLE EMPLOYEESIL501(c)(9)NORTHWESTERN UNIVERSITYYes (true)
COMMITTEE ON INSTITUTIONAL COOPERATION
1819 S NEIL STCHAMPAIGNIL61820463254996ACADEMIC CONSORTIUM TO ADVANCE MISSION OF MEMBER INSTITUTIONSIL501(c)(3)Type III-FIfalseN/A
WOMANS EDUCATIONAL AID ASSOC
804 OAKTON ST 1EEVANSTONIL60202363049387PROVIDING FINANCIAL AID TO STUDENTSIL501(c)(3)Type IIfalseN/A

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Kuramo Africa Opportunity Fund II LPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 5th Ave 44th FlAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10110ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesInvestmentPrimaryActivitiesTxt
Legal Domicile StateNYLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Northwestern UniversityBusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeUnrelatedPredominantIncomeTypeTxt
Share Of Total Income-$68,642ShareOfTotalIncomeAmt
Share Of EOY Assets$2,162,698ShareOfEOYAssetsAmt
Disproportionate AllocationsfalseDisproportionateAllocationsInd
General Or Managing PartnerfalseGeneralOrManagingPartnerInd
Ownership0.9899OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Legal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdAddress Line2ForeignAddress/AddressLine2Txt
CHARITABLE REMAINDER UNITRUSTS (#107)
ILN/ATrustfalse
Charitable Remainder Annuity Trusts (#17)
ILN/ATrustfalse
Bensell US Feeder LP
C CorporationYes (true)980492320InvestmentsUKNorthwestern University$657,637$4,133,3920.566
Conquest Managed Futures Select Fund III Ltd
C CorporationYes (true)InvestmentsCJNorthwestern University$58,437,367145 Market Street Suite 3205Camana BayGrand CaymanCJKYI9003
Gotham Neutral Strategies Ltd
C CorporationYes (true)InvestmentCJNorthwestern University$2,424,722$128,345,7530.6139Corporate Services Cayman LimitedGeorge TownGrand CaymanCJKT19005190 Elgin Ave
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
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 OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Rubicon insurance company
Q$1,996,863cash
Rubicon insurance company
R$8,995,751cash
northwestern university employee benefit trust - health
R$66,185,971cash
northwestern university employees benefit trust - dental
R$3,815,963cash
northwestern global health foundation
S$115,000cash

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part IV, Column (c)FormAndLineReferenceDesc
ExplanationThe Charitable Remainder Unitrusts and Charitable Remainder Annuity Trusts are predominantly domiciled in IllinoisExplanationTxt