2017-05-15T08:44:05-05:00 2016-06-30 GRANT THORNTON LLP 2001 MARKET STREET SUITE 700 PHILADELPHIA PA 19103 990 2015-07-01 231177930 Ursinus College % ANDREA BOHN URSI 6104093000 601 East Main Street Collegeville PA 19426 ANNETTE S PARKER VP of Finance/Admin 6104093591 2017-05-15 true Andrea Kyzyma P01273279 2155614200 2015 2021-01-29 14:40:06Z Dr S Brock Blomberg 601 East Main Street Collegeville PA 19426 133458349 false X www.ursinus.edu X 1869 PA The mission of Ursinus College is to enable students to become independent, responsible, and thoughtful individuals through a program of liberal education. 33 32 1510 32 75770 -20016 8102297 8539581 93830247 95101161 11710125 10030825 800779 909553 114443448 114581120 42309804 44671653 0 0 30090106 30714037 25994 102180 2808817 32214603 31785022 104640507 107272892 9802941 7308228 303467484 298448249 60333697 60182183 243133787 238266066 X THE MISSION OF URSINUS COLLEGE IS TO ENABLE STUDENTS TO BECOME INDEPENDENT, RESPONSIBLE, AND THOUGHTFUL INDIVIDUALS THROUGH A PROGRAM OF LIBERAL EDUCATION. THAT EDUCATION PREPARES THEM TO LIVE CREATIVELY AND USEFULLY, AND TO PROVIDE LEADERSHIP FOR THEIR SOCIETY IN AN INTERDEPENDENT WORLD. false false 72789295 44671653 76484061 ACADEMIC INSTRUCTION: THE COLLEGE PROVIDES EDUCATION LEADING TO EITHER BACHELOR OF ARTS OR BACHELOR OF SCIENCES DEGREES TO FULL-TIME UNDERGRADUATE STUDENTS FROM VARIOUS STATES AND COUNTRIES, MOST OF WHO RESIDE IN CAMPUS RESIDENCE HALLS. 20055511 0 18596891 STUDENT SERVICES, INCLUDING HOUSING, ROOM & BOARD, AND ATHLETICS: THE COLLEGE OFFERS LIVING ACCOMMODATIONS FOR MOST OF ITS STUDENTS IN EITHER TRADITIONAL RESIDENCE HALLS INTEGRATED INTO THE CAMPUS, OR IN RENOVATED HISTORIC HOMES IN THE COMMUNITY THAT BORDER THE CAMPUS. STUDENTS MAY CHOOSE FROM A VARIETY OF MEAL PLANS AND MAY CHOOSE TO TAKE THEIR MEALS IN THE MAIN DINING HALL, OR IN ZACK'S, THE CAMPUS GRILL AND SNACK BAR. URSINUS OFFERS OPPORTUNITIES TO ACHIEVE ATHLETIC AND PERSONAL GOALS THROUGH INTERCOLLEGIATE ATHLETICS, CLUB SPORTS AND INTRAMURAL PROGRAMS. OVER 85% OF URSINUS STUDENTS INTEGRATE SOME ASPECT OF THE ATHLETIC PROGRAM INTO THEIR LIVES AT THE COLLEGE. 92844806 true true false false false false true true false true true true false false true true true false true false true false false true true false false false true true true false false false false false false true false false false true true false false false true false false false true 2376 0 true 1510 true true true false false false false true true false false false false X 33 32 false false false false false false false true true false false true true true true true false true true false PA X X ANDREA BOHN 6104093562 601 EAST MAIN STREET Collegeville PA 19426 X Alan Novak Esq Board Chair, Board of Trust 2.0 0.0 X X 0 0 0 John E F Corson Voting Member, Board of Trust 2.0 0.0 X 0 0 0 Thomas Loughran Jr MD Voting Member, Board of Trust 2.0 0.0 X 0 0 0 Wilbert D Abele Voting Member, Board of Trust 2.0 0.0 X 0 0 0 Michael Piotrowicz Voting Member, Board of Trust 2.0 0.0 X 0 0 0 Susan Callahan Voting Member, Board of Trust 2.0 0.0 X 0 0 0 William H Barnaby MD Voting Member, Board of Trust 2.0 0.0 X 0 0 0 Robert Sing MD Voting Member, Board of Trust 2.0 0.0 X 0 0 0 Graham Mackenzie Voting Member, Board of Trust 2.0 0.0 X 0 0 0 Aakash Shah Voting Member, Board of Trust 2.0 0.0 X 0 0 0 Francis Correll Esq Voting Member, Board of Trust 2.0 0.0 X 0 0 0 Henry Pfeiffer Voting Member, Board of Trust 2.0 0.0 X 0 0 0 Cynthia A Fisher Voting Member, Board of Trust 2.0 0.0 X 0 0 0 Carol Haas Secretary, Board of Trust 2.0 0.0 X 0 0 0 Robert Wonderling Voting Member, Board of Trust 2.0 0.0 X 0 0 0 Patricia Cosgrave Voting Member, Board of Trust 2.0 0.0 X 0 0 0 Donald E Parlee MD Voting Member, Board of Trust 2.0 0.0 X 0 0 0 Michael Carter MD Voting Member, Board of Trust 2.0 0.0 X 0 0 0 Robert L Brant Esq Voting Member, Board of Trust 2.0 0.0 X 0 0 0 Rev Dr Harold C Smith Voting Member, Board of Trust 2.0 0.0 X 0 0 0 Joseph Desimone Vice Chair, Board of Trust 2.0 0.0 X 0 0 0 David E Bloom Voting Member, Board of Trust 2.0 0.0 X 0 0 0 Michael Hardy Voting Member, Board of Trust 2.0 0.0 X 0 0 0 Nina B Stryker Esq Voting Member, Board of Trust 2.0 0.0 X 0 0 0 Bradley S Brewster Voting Member, Board of Trust 2.0 0.0 X 0 0 0 Michael Lewis Voting Member, Board of Trust 2.0 0.0 X 0 0 0 Scott A Rhoades Voting Member, Board of Trust 2.0 0.0 X 0 0 0 Carl V Buck III Esq Voting Member, Board of Trust 2.0 0.0 X 0 0 0 Catherine Geczik Voting Member, Board of Trust 2.0 0.0 X 0 0 0 Michael C Marcon Treasurer, Board of Trustees 2.0 0.0 X 0 0 0 Patricia K Clark Voting Member, Board of Trust 2.0 0.0 X 0 0 0 Ellen J Staurowsky Voting Member, Board of Trust 2.0 0.0 X 0 0 0 Stephen B Blomberg President 50.0 0.0 X X 247773 0 34416 Lucien T Winegar III Interim Pres/VP Acad Affairs 50.0 0.0 X 314443 0 42070 Jonathan C Ivec VP for Finance & Admin 50.0 0.0 X 221432 0 34467 Jill A Marsteller VP for College Relations 50.0 0.0 X 266682 0 42588 Richard Difeliciantonio VP for Enrollment 50.0 0.0 X 183307 0 11987 Eugene Spencer Chief Information Officer 50.0 0.0 X 181564 0 21961 Peter F Small Professor of Biology 50.0 0.0 X 134120 0 11570 Charles Stainback Berman Museum Director 50.0 0.0 X 133681 0 21192 Thomas S Yencho Chief Communications Officer 50.0 0.0 X 125403 0 9807 Jay K Miller Assoc Dean & Professor of MCS 50.0 0.0 X 124261 0 21584 Laura Moliken Athletic Director 50.0 0.0 X 122851 0 36386 2055517 0 288028 24 false true false MankoGoldKatcher Fox LLP 401 City Avenue Suite 401 BALA CYNWYD PA 19004 Environmt Attorney 1003468 Nevin Painting 1759 Swamp Creek Road PENNSBURG PA 18073 Painting 228194 High Volt Electric 2004 Windsor Drive COLLEGEVILLE PA 19426 Electrical Contr 122100 Grant Thornton LLP 33960 Treasury Center CHICAGO IL 606943900 Accounting 112298 First Risk Advisors 67 W Court Street DOYLESTOWN PA 18901 Ins Broker 106010 5 58490 1000571 7480520 1984240 8539581 ACADEMIC INSTRUCTION - TUITION AND FEES 76444251 76444251 STUDENT SERVICES - ROOM AND BOARD 18596891 18596891 STUDENT SERVICES-AUXILIARY ENTERPRISES 60019 60019 95101161 3920600 3920600 0 0 0 0 0 24718515 18608290 6110225 6110225 6110225 245982 58490 268939 -22957 -22957 0 0 MISCELLANEOUS REVENUE 932510 856740 75770 932510 114581120 95957901 75770 10007868 0 44671653 44671653 0 0 1883207 190995 1382740 309472 0 22006495 17531406 3107309 1367780 1527690 1285997 157521 84172 3383541 2818678 383073 181790 1913104 1527091 264864 121149 0 1202437 1202437 155404 155404 0 102180 102180 476447 476447 2016267 819742 1168121 28404 28781 14278 14503 2205237 1201080 794881 209276 1540122 1279372 260750 0 8429019 7915900 488587 24532 1220428 875660 270268 74500 0 152078 103295 34957 13826 1538619 1534342 4277 0 4420218 4008501 411717 871552 449648 350394 71510 FOOD SERVICE 4756035 4332667 246881 176487 INSTRUCTION/CAMPUS PROGRAMS 1516064 1501900 14059 105 LIBRARY MATERIALS 430144 430144 EQUIPMENT/FURNITURE/FIXTURES 319127 258925 57915 2287 507043 93532 372164 41347 107272892 92844806 11619269 2808817 211747 200588 10331036 7092146 1942466 3266735 1099644 375913 0 0 0 0 1679323 1707034 0 0 675310 1353445 194131677 73144952 121562877 120986725 139421624 137457954 25768046 25274726 0 0 0 0 775411 732983 303467484 298448249 8792173 9284473 0 0 586878 622290 42458760 40904403 0 0 0 0 0 0 0 0 8495886 9371017 60333697 60182183 X 125091837 124434599 30840805 26121102 87201145 87710365 243133787 238266066 303467484 298448249 X 7308228 -11894658 -281291 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 11.00 1 false 816129 7538394 X X X X false 138681346 1424761 -3314014 2523548 4173910 443807 129650828 139317114 2237524 2605239 2134001 2883062 461468 138681346 122472260 2060667 20726273 2120376 3409290 412420 139317114 113901792 895806 14365532 2399306 3882679 408885 122472260 119638270 979032 -1017316 2062287 3244920 390987 113901792 0.24000 0.66000 0.10000 true false 792618 792618 152774129 53785755 98988374 21477421 12331787 9145634 9168128 7027410 2140718 9919381 9919381 120986725 HELD BY OTHERS: CLAMER 10093342 F HC TOTAL RETURN II OFFSHORE FD 5592531 F HC SPECIAL OPS OFFSHORE I 2421621 F HCC PE VIII OFFSHORE 1597178 F HC SPECIAL OPS OFFSHORE II 1586778 F GOLDMAN SACH DIST FUND LP 991036 F KOCH TRUST: HARVARD MGMT 936485 F LIFE INSURANCE CASH VALUE 797990 F HELD BY OTHERS: PATTERSON 495154 F LINCOLN ANNUITY-DAVIS #2 420798 F OAKTREE CAPITAL MGT DISTR FUND 235930 F MS: GLENMEDE TR-BWOOD CHR 101882 F OTHER 4001 F 25274726 0 ANNUITY REQUIREMENTS 5926431 ASSET RETIREMENT OBLIGATION 1829702 STUDENT LOANS/GRANTS 1614884 9371017 X 57992972 -11894658 -12352 -11907010 69899982 476447 44204691 44681138 114581120 62860693 268939 268939 62591754 476447 44204691 44681138 107272892 HOW THE ORGANIZATION REPORTS CONSERVATION EASEMENTS SCHEDULE D, PART II, LINE 9 THE COLLEGE DOES NOT REPORT THE CONSERVATION EASEMENT IN ITS REVENUE AND EXPENSE STATEMENT, OR ITS BALANCE SHEET. DESCRIPTION OF ORGANIZATION'S COLLECTIONS Schedule D, Part III, Line 4 THE PERMANENT ART COLLECTION HOUSED IN THE PHILIP AND MURIEL BERMAN MUSEUM OF ART AT URSINUS COLLEGE PROVIDES A VALUABLE CULTURAL RESOURCE FOR THE CAMPUS COMMUNITY. THE MUSEUM, IN CONJUNCTION WITH THE ART DEPARTMENT, INTEGRATES THE RICH RESOURCES PROVIDED BY THE COLLECTION INTO ACADEMIC PROGRAMMING FOCUSING ON IMPORTANT TEXTS RELATED TO THE COLLECTIONS. INTENDED USES OF ENDOWMENT FUNDS Schedule D, Part V, Line 4 ENDOWMENT FUNDS PROVIDE RETURNS THAT ARE USED TO SUPPORT THE OPERATIONS OF THE COLLEGE. SPECIFICALLY, ENDOWMENTS ARE ESTABLISHED TO SUPPORT STUDENT SCHOLARSHIPS AND PRIZES, EDUCATIONAL PROGRAMS, SPECIFIC CAPITAL PURCHASES AND OTHER OPERATIONAL NEEDS. LIABILITY FOR UNCERTAIN TAX POSITION (ASC 740) Schedule D, Part X, Line 2 The College recognizes or derecognizes a tax position based on a more likely than not threshold. This applies to positions taken or expected to be taken in a tax return. The College does not believe its financial statements include any material uncertain tax positions. SUPPLEMENTAL DESCRIPTION - OTHER Schedule D, Part XI, Line 2d FUNDRAISING EXPENSES 268,939 ACTUARIAL LOSS ON ANNUITY LIABILITY (281,291) ----------- (12,252) SUPPLEMENTAL DESCRIPTION - OTHER SCHEDULE D, PART XI, LINE 4B SCHOLARSHIPS 44,204,691 SUPPLEMENTAL DESCRIPTION - OTHER SCHEDULE D, PART XII, LINE 2D FUNDRAISING EXPENSES 268,939 SUPPLEMENTAL DESCRIPTION - OTHER SCHEDULE D, PART XII, LINE 4B SCHOLARSHIPS 44,204,691 true true true true true true true false false false false false false false false true false true PUBLICATION OF RACIALLY NONDISCRIMINATORY POLICY SCHEDULE E, PART I, LINE 3 THE COLLEGE'S NON-DISCRIMINATORY POLICY IS INCLUDED IN ALL PRINTED AND BROADCAST ADVERTISING, AS WELL AS IN THE COLLEGE CATALOG. IT IS ALSO POSTED IN VARIOUS LOCATIONS ON CAMPUS. GOVERNMENT ASSISTANCE SCHEDULE E, PART I, LINE 6A URSINUS COLLEGE RECEIVES FINANCIAL AID/ASSISTANCE FROM VARIOUS FEDERAL (U.S. DEPARTMENT OF EDUCATION) AND STATE (COMMONWEALTH OF PENNSYLVANIA) GOVERNMENTAL AGENCIES INCLUDING: PERKINS STUDENT LOAN PROGRAM; COLLEGE WORK STUDY PROGRAMS; AND THE PELL GRANT PROGRAM. true Central America and the Caribbean Investments 12425074 12425074 12425074 true false false false true false X X X X X X X true Creative Comm Assoc LLC 2 Third St Ste 250 Troy NY 12180 Consulting false 75740 Pentra Inc 8650 Commerce Park Place Ste G Indianapolis IN 46268 Solicitatn false 26439 102179 Swim Lessons 43332 43332 T-Shirt Sales 14150 14150 12 79030 79030 248 31649 136512 136512 248 31649 31897 104615 Amount Paid to Fundraiser Schedule G, Part I, Col (V) THE FEES PAID TO PENTERA INC. INCLUDE $23,830 IN SERVICES. THE FEES PAID TO CREATIVE COMMUNICATIONS ASSOCIATES LLC INCLUDE $75,000 IN SERVICES. true Financial Aid- Summer Programs 134 117379 FMV Housing Scholarships and Financial Aid 1640 44324664 FMV Tuition, Fees, Room Stipends 93 229610 Procedure for monitoring use of grant funds inside U.S. Schedule I, Part I, Line 2 URSINUS COLLEGE PROVIDED GRANTS TOTALING $117,379 TO 134 URSINUS COLLEGE STUDENTS IN GOOD ACADEMIC STANDING FOR CAMPUS HOUSING, PRIMARILY FOR SUMMER RESEARCH. THE GRANTS ARE APPLIED DIRECTLY TO THE STUDENTS' ACCOUNTS AT URSINUS COLLEGE. URSINUS COLLEGE PROVIDED GRANTS TOTALING $44,324,664 TO 1,640 URSINUS COLLEGE STUDENTS IN GOOD ACADEMIC STANDING FOR TUITION, FEES, ROOM AND BOARD FOR THE ACADEMIC YEAR 2015-16. THE GRANTS ARE APPLIED DIRECTLY TO THE STUDENTS' ACCOUNTS AT URSINUS COLLEGE. URSINUS COLLEGE PROVIDED GRANTS TOTALING $229,610 TO 93 URSINUS COLLEGE STUDENTS IN GOOD ACADEMIC STANDING FOR STIPENDS WHILE ENGAGED IN SUMMER RESEARCH PROJECTS ON CAMPUS. THE STIPENDS ARE DISBURSED VIA PAYROLL TO THE INDIVIDUAL STUDENTS. X X X false true X X X X true false false false false false false false false Stephen B Blomberg President 199920 0 0 0 47853 0 14000 0 20416 0 282189 0 0 0 Lucien T Winegar III Interim Pres/VP Acad Affairs 314443 0 0 0 0 0 18550 0 23520 0 356513 0 0 0 Jonathan C Ivec VP for Finance & Admin 221432 0 0 0 0 0 15890 0 18577 0 255899 0 0 0 Jill A Marsteller VP for College Relations 257832 0 0 0 8850 0 17850 0 24738 0 309270 0 0 0 Richard Difeliciantonio VP for Enrollment 87809 0 0 0 95498 0 6248 0 5739 0 195294 0 0 0 Eugene Spencer Chief Information Officer 181564 0 0 0 0 0 12726 0 9235 0 203525 0 0 0 Charles Stainback Berman Museum Director 133681 0 0 0 0 0 9474 0 11718 0 154873 0 0 0 Laura Moliken Athletic Director 122851 0 0 0 0 0 9523 0 26863 0 159237 0 0 0 HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE Schedule J, Part I, Line 1a HOUSING AND CLEANING SERVICES WERE PROVIDED TO THE COLLEGE PRESIDENT AS A CUSTOMARY BENEFIT PROVIDED BY INSTITUTIONS OF HIGHER LEARNING. NO PART OF THE HOUSING WAS TREATED AS TAXABLE COMPENSATION. CLEANING SERVICES FOR THE PRESIDENTS PERSONAL QUARTERS WAS TREATED AS TAXABLE COMPENSATION. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES SCHEDULE J, PART I, LINE 1A THE COLLEGE PROVIDES PAYMENT OF THE SOCIAL CLUB DUES FOR THE PRESIDENT AND VP OF ADVANCEMENT. PERSONAL USE IS ADDED TO FORM W-2 WAGES. PERSONAL SERVICES (E.G., MAID, CHAUFFER, CHEF) SCHEDULE J, PART I, LINE 1A CLEANING SERVICES FOR THE PRESIDENT'S HOUSE AS MENTIONED IN LINE II ABOVE, AND ATTORNEY FEES FOR PRESIDENTS COMPENSATION CONTRACT REVIEW. WRITTEN POLICY REGARDING PAYMENT OR REIMBURSEMENT SCHEDULE J, PART I, LINE 1B THE COLLEGE IS CONSIDERING THE ADOPTION OF A POLICY REGARDING PAYMENT/REIMBURSEMENT OF EXPENSES. A PHEFA 232243852 70917R6A8 2012-05-21 19896653 ADVANCE REFINANCE OF BONDS false false false B PHEFA 232243852 70917SEL3 2013-05-01 13610477 CURRENT REFINANCE OF BONDS false false false C PHEFA 232243852 70917SRK1 2015-04-15 12107667 ADVANCE REFINANCE OF BONDS false false false A 2825000 0 19896653 1369050 0 20029220 356268 0 0 0 0 0 2012 false true true true B 1230000 0 13610477 0 0 15184114 257600 0 0 0 0 0 2013 true false true true C 330000 0 12107677 0 0 13327593 231823 0 0 0 0 0 2015 false true true true A false false false false 0 false false false true B false false false false 0 false false false true C false false false false 0 false false false true A false false false true false false 0 false 0 true B false false true true false false 0 false 0 true C false false false true false false 0 false 0 true A true B true C true Blank Per Instructions Trustee 55500 Grants&Scholars TUITION & FEES Blank Per Instructions Substantial Contributor 45400 Grants&Scholars TUITION & FEES Blank Per Instructions Interested Person 22945 Grants&Scholars TUITION & FEES SCHEDULE L, PART III Grants for tuition and fees are provided on the same criteria for all students based on academic achievement and financial need. X 11 816129 Estimated Value X 70 Estimated Value X 36 1167849 FMV @ Date of Gift X 1 1 Estimated Value X 2 191 Estimated Value 42 false true true Third Party Assistance of Noncash Contributions SCHEDULE M, PART I, LINE 32A URSINUS COLLEGE MAINTAINS AN ACCOUNT WITH MORGAN STANLEY AND USED THIS ACCOUNT TO RECEIVE DONATIONS OF SECURITIES. MORGAN STANLEY SELLS STOCK AT THE REQUEST OF THE COLLEGE, AND FORWARDS NET CASH PROCEEDS TO THe COLLEGE. FORM 990 REVIEW PROCESS Form 990, Part VI, Line 11b The completed Form 990 is distributed and reviewed prior to filing at a specially-convened meeting of the audit committee of the Board of Directors. The completed Form 990 was made available to the full board in electronic format prior to filing. CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT FORM 990, PART VI, LINE 12C TRUSTEES OR OFFICERS COMPLETE A DISCLOSURE OF CONFLICT STATEMENT ANNUALLY. THOSE WHO HAVE A CONFLICT OF INTEREST ARE ASKED TO REFRAIN FROM PARTICIPATING IN CONSIDERATION OF PROPOSED TRANSACTIONS, UNLESS FOR SPECIAL REASONS THE BOARD OR ADMINISTRATION REQUESTS INFORMATION OR INTERPRETATION. PERSONS WITH CONFLICTS SHALL NOT VOTE, PARTICIPATE IN DISCUSSION, OR BE PRESENT AT THE TIME OF VOTE. PROCESS FOR DETERMINING COMPENSATION FORM 990, PART VI, LINE 15A AND 15B THE ASSOCIATE VICE PRESIDENT FOR FINANCE & CONTROLLER OF URSINUS COLLEGE CONDUCTS A STUDY EACH YEAR OF THE SALARIES AND BENEFITS FOR THE PRESIDENT, CHIEF ACADEMIC OFFICER, CHIEF BUSINESS OFFICER, CHIEF DEVELOPMENT OFFICER, CHIEF ENROLLMENT OFFICER, AND DEAN OF STUDENT LIFE. THE STUDY DOCUMENTS THE SALARIES AND BENEFITS OF THOSE IN SIMILAR POSITIONS IN THE OTHER CENTENNIAL CONFERENCE COLLEGES: BRYN MAWR, DICKINSON, FRANKLIN & MARSHALL, GETTYSBURG, HAVERFORD, MCDANIEL, MUHLENBERG, SWARTHMORE AND WASHINGTON. THE STUDY PRESENTS THE DATA AS BOTH TABLES AND GRAPHS. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES DETERMINES THE COMPENSATION OF THE PRESIDENT OF THE COLLEGE AND REVIEWS AND APPROVES THE COMPENSATION RECOMMENDATIONS OF THE PRESIDENT FOR THE OTHER OFFICERS. THE STUDY PREPARED BY THE ASSOCIATE VICE PRESIDENT FOR FINANCE & CONTROLLER IS PROVIDED TO THE CHAIR OF THE BOARD AS SUPPORTING DOCUMENTATION FOR THE DISCUSSION OF COMPENSATION IN THE EXECUTIVE COMMITTEE MEETING. THE RESULTS OF THE DELIBERATION PROCESS WERE DOCUMENTED IN EMPLOYMENT LETTERS SENT TO EMPLOYEES. HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC FORM 990, PART VI, LINE 19 URSINUS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, and FORMS 990 AND 990-T AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS AND FORMS 990 AND 990-T ARE ALSO AVAILABLE ON THE COLLEGE'S WEBSITE. Other Changes in Net Assets Part XI, Line 9 For the College's Annuities Payable, adjustments related to changes in estimates of future payments to beneficiaries and actuarial assumptions are recorded as actuarial gains or losses. Actuarial Loss on Annuity Liability $(281,292) A & J B Charitable Remainder Unitrust PO Box 1000 Collegeville PA 194261000 256741464 CRUT PA Ursinus Trust 49021 1.00000 false LBB Unitrust PO Box 1000 Collegeville PA 194261000 237908029 CRUT PA Ursinus Trust 522990 1.00000 false FKB I Irrevocable Unitrust PO Box 1000 Collegeville PA 194261000 237792047 CRUT PA Ursinus Trust 251993 1.00000 false FKB 2 Irrevocable Unitrust PO Box 1000 Collegeville PA 194261000 237876947 CRUT PA Ursinus Trust 113076 1.00000 false NBC Charitable Remainder Unitrust 2003 PO Box 1000 Collegeville PA 194261000 061707189 CRUT PA Ursinus Trust 90950 1.00000 false TG & NBD Unitrust #1 PO Box 1000 Collegeville PA 194261000 046609384 NIMCRUT PA Ursinus Trust 511255 1.00000 false B & K H CRUT PO Box 1000 Collegeville PA 194261000 237985311 CRUT PA Ursinus Trust 88309 1.00000 false TG & NBD Irrevocable Unitrust #2 PO Box 1000 Collegeville PA 194261000 351877131 NIMCRUT PA Ursinus Trust 420798 1.00000 false JRH III CRUT PO Box 1000 Collegeville PA 194261000 206592857 CRUT PA Ursinus Trust 180844 1.00000 false DEP Irrevocable Unitrust PO Box 1000 Collegeville PA 194261000 351843690 NIMCRUT PA Ursinus Trust 342582 1.00000 false DE & J P CRAT 2003 PO Box 1000 Collegeville PA 194261000 206150264 CRAT PA Ursinus Trust 8614 1.00000 false DE & J P CRAT 2004 PO Box 1000 Collegeville PA 194261000 202431466 CRAT PA Ursinus Trust 8744 1.00000 false D & J P CRAT 2005 PO Box 1000 Collegeville PA 194261000 203933584 CRAT PA Ursinus Trust 8946 1.00000 false D & J P CRAT 2006 PO Box 1000 Collegeville PA 194261000 205953832 CRAT PA Ursinus Trust 7845 1.00000 false D & J P CRAT 2007 PO Box 1000 Collegeville PA 194261000 266092894 CRAT PA Ursinus Trust 8637 1.00000 false D & J P CRAT 2008 PO Box 1000 Collegeville PA 194261000 266419431 CRAT PA Ursinus Trust 8870 1.00000 false D & J P CRAT 2009 PO Box 1000 Collegeville PA 194261000 276425823 CRAT PA Ursinus Trust 10535 1.00000 false D & J P CRAT 2010 PO Box 1000 Collegeville PA 194261000 276941685 CRAT PA Ursinus Trust 9178 1.00000 false R & S R CRUT PO Box 1000 Collegeville PA 194261000 256681759 CRUT PA Ursinus Trust 74080 1.00000 false RT & KKS Irrevocable Trust PO Box 1000 Collegeville PA 194261000 351924645 CRUT PA Ursinus Trust 63525 1.00000 false JS Fam Crut PO Box 1000 Collegeville PA 194261000 207128566 NICRUT PA Ursinus Trust 43867 1.00000 false AGS CRUT 2004 PO Box 1000 Collegeville PA 194261000 202431457 CRUT PA Ursinus Trust 63234 1.00000 false JD & BC Anon CRUT PO Box 1000 Collegeville PA 194261000 811396754 CRUT PA Ursinus Trust 999127 1.00000 false Ursinus College Pooled Income Fund PO Box 1000 Collegeville PA 194261000 236732370 PIF PA Ursinus Trust 333688 1.00000 false false false false false false false false false false false false false false false false false false false false