LEHIGH UNIVERSITY: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: LEHIGH UNIVERSITY (EIN 24-0795445)
Tax period: 2015-07-01 to 2016-06-30
Filed: 2017-04-25
IRS object ID: 201731159349300833
Schema version: 2015v3.0
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
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-04-25T14:31:12-05:00	ReturnTs
Tax Period End	2016-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2001 MARKET ST SUITE 1800	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2015-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	240795445	EIN

Business Name BusinessName

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

Field	Value	IRS element (for citing)
In Care Of	% KATHY MILLER CONTROLLER	InCareOfNm
Business Name Control	LEHI	BusinessNameControlTxt
Phone	6107583140	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	524 BRODHEAD AVENUE	AddressLine1Txt
City	BETHLEHEM	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	18015	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DENISE M BLEW	PersonNm
Person Title	AVP FINANCE	PersonTitleTxt
Phone	6107583140	PhoneNum
Signature	2017-04-24	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

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

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JOHN D SIMON	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	28 MEMORIAL DRIVE WEST	AddressLine1Txt
City	BETHLEHEM	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	18015	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$2,153,107,134	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.LEHIGH.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1866	FormationYr
Legal Domicile State	PA	LegalDomicileStateCd
Activity Or Mission	SEE SCHEDULE O	ActivityOrMissionDesc
Voting Members Governing Body	10	VotingMembersGoverningBodyCnt
Voting Members Independent	10	VotingMembersIndependentCnt
Total Employee	1748	TotalEmployeeCnt
Total Volunteers	2101	TotalVolunteersCnt
Total Gross UBI	$1,463,289	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$845,437	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$76,267,483	PYContributionsGrantsAmt
CY Contributions Grants	$76,886,385	CYContributionsGrantsAmt
PY Program Service Revenue	$316,281,633	PYProgramServiceRevenueAmt
CY Program Service Revenue	$327,826,506	CYProgramServiceRevenueAmt
PY Investment Income	$111,703,931	PYInvestmentIncomeAmt
CY Investment Income	$43,973,763	CYInvestmentIncomeAmt
PY Other Revenue	$522,706	PYOtherRevenueAmt
CY Other Revenue	-$167,175	CYOtherRevenueAmt
PY Total Revenue	$504,775,753	PYTotalRevenueAmt
CY Total Revenue	$448,519,479	CYTotalRevenueAmt
PY Grants And Similar Paid	$91,536,690	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$95,533,722	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$216,137,942	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$217,670,409	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$290,979	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$293,380	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$19,576,527	CYTotalFundraisingExpenseAmt
PY Other Expenses	$141,389,903	PYOtherExpensesAmt
CY Other Expenses	$146,333,457	CYOtherExpensesAmt
PY Total Expenses	$449,355,514	PYTotalExpensesAmt
CY Total Expenses	$459,830,968	CYTotalExpensesAmt
PY Revenues Less Expenses	$55,420,239	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$11,311,489	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,134,506,442	TotalAssetsBOYAmt
Total Assets EOY	$2,008,581,492	TotalAssetsEOYAmt
Total Liabilities BOY	$413,308,832	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$376,444,920	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,721,197,610	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,632,136,572	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE UNIVERSITY'S GOAL IN THE COMING DECADE IS TO ADVANCE LEARNING THROUGH THE INTEGRATION OF TEACHING, RESEARCH AND SERVICE TO OTHERS. AT THE CORE OF THIS GOAL IS TO PREPARE GRADUATES TO ENGAGE WITH THE WORLD AND LEAD LIVES OF MEANING. TO DO THIS, THE UNIVERSITY COMMITS TO ACHIEVE NATIONAL AND INTERNATIONAL RESEARCH PROMINENCE; PROVIDE LEARNING EXPERIENCES GROUNDED IN FUNDAMENTAL, TRANSFERABLE SKILLS ACROSS ALL DISCIPLINES AND IN REAL WORLD CHALLENGES; PROMOTE STRATEGIC RISK-TAKING IN THE PRESENCE OF OPPORTUNITY AND ADVERSITY; SUPPORT SOCIAL, ENVIRONMENTAL AND ECONOMIC SUSTAINABILITY; PROVIDE MEANINGFUL CONNECTIONS AND PARTNERSHIPS WITH ALUMNI, SUPPORTERS, AND CITIZENS AROUND THE GLOBE; PROVIDE A ROBUST RETURN ON THE INVESTMENT IN A LEHIGH EDUCATION; AND PROMOTE A DIVERSE, INCLUSIVE, AND FINANCIALLY ACCESSIBLE ENVIRONMENT.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$298,960,195	ExpenseAmt
Grant	$89,327,753	GrantAmt
Revenue	$272,241,493	RevenueAmt
Desc	INSTRUCTION: LEHIGH IS AN INDEPENDENT, COEDUCATIONAL UNIVERSITY WITH PROGRAMS OFFERED IN FOUR COLLEGES: ARTS AND SCIENCES, BUSINESS AND ECONOMICS, EDUCATION, AND ENGINEERING AND APPLIED SCIENCES. AN INTERDISCIPLINARY MINDSET HAS LONG BEEN A PART OF THE LEHIGH CULTURE AND IS EVIDENT IN THE UNIVERSITY'S APPROACH TO TEACHING AND RESEARCH. LEHIGH'S UNDERGRADUATE AND GRADUATE STUDENTS WORK IN A COLLABORATIVE ENVIRONMENT, WHERE THEY HAVE THE OPPORTUNITY TO WORK CLOSELY WITH FACULTY, STAFF AND FELLOW STUDENTS IN A PERSONALIZED SETTING. THREE OF LEHIGH'S FOUR COLLEGES OFFER UNDERGRADUATE, MASTERS AND DOCTORAL DEGREES WHILE ONE COLLEGE OFFERS MASTERS AND DOCTORAL DEGREES ONLY. ALL FOUR COLLEGES COLLABORATE ON A VARIETY OF CROSS-DISCIPLINARY PROGRAMS AND ON CROSS-COLLEGE FACULTY RESEARCH. LEHIGH OFFERS 12 UNDERGRADUATE AND GRADUATE DEGREES AND OFFERS MORE THAN 100 UNDERGRADUATE PROGRAMS AND MAJORS, FEATURING MORE THAN 2,000 COURSES. THERE ARE 65 PROGRAMS OFFERED AT THE GRADUATE LEVEL. IN THE FALL OF 2015, LEHIGH UNDERGRADUATE ENROLLMENT WAS 5,045 FTE UNDERGRADUATE STUDENTS AND 1,547 FTE GRADUATE STUDENTS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$39,239,591	ExpenseAmt
Grant	$4,588,570	GrantAmt
Revenue	$942,585	RevenueAmt
Desc	RESEARCH: LEHIGH IS COMMITTED TO THE PURSUIT OF NEW KNOWLEDGE, CREATIVE DISCOVERY, SCHOLARLY INQUIRY, AND ESTABLISHING A VIBRANT INTELLECTUAL CULTURE THAT PERVADES THE CAMPUS COMMUNITY. FACULTY RESEARCH AND CREATIVE WORK HAS BEEN RECOGNIZED NATIONALLY AND INTERNATIONALLY BY HIGH HONORS FROM PEERS, SIGNIFICANT GRANTS AND FUNDING, PATENTS GRANTED, AND NUMEROUS AND VARIED AWARDS. LEHIGH FACULTY HAVE CONTRIBUTED TO ADVANCEMENTS IN THEIR DISCIPLINES AND HAVE BEEN AT THE FOREFRONT OF MAJOR DISCOVERIES THAT HAVE IMPROVED THE LIVES OF MILLIONS. THIS SCHOLARLY INQUIRY AND RESEARCH POSITIVELY IMPACTS AND ENHANCES THE LEARNING EXPERIENCE IN THE CLASSROOM. TOGETHER WITH TRADITIONAL FACULTY SCHOLARSHIP ACTIVITIES, IN FISCAL YEAR 2016, APPROXIMATELY 500 ACTIVELY SUPPORTED RESEARCH PROJECTS WERE CONDUCTED.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$38,231,437	ExpenseAmt
Grant	$1,447,697	GrantAmt
Revenue	$43,535,388	RevenueAmt
Desc	AUXILIARY SERVICES: STUDENT LIFE AT LEHIGH CREATES A BALANCED EDUCATIONAL EXPERIENCE THAT INTEGRATES FORMAL STUDIES WITH RESIDENTIAL LIFE AND A VIBRANT ARRAY OF STUDENT ORGANIZATIONS AND ACTIVITIES. LEHIGH IS A CARING COMMUNITY DEEPLY COMMITTED TO HARMONIOUS CULTURAL DIVERSITY AS AN ESSENTIAL ELEMENT OF THE LEARNING ENVIRONMENT. IN ORDER THAT ALL MEMBERS OF THE LEHIGH COMMUNITY MIGHT DEVELOP AS EFFECTIVE AND ENLIGHTENED CITIZENS, THE UNIVERSITY ENCOURAGES PHYSICAL, SOCIAL, ETHICAL AND SPIRITUAL DEVELOPMENT AS WELL AS RIGOROUS INTELLECTUAL DEVELOPMENT. IN FISCAL YEAR 2016, APPROXIMATELY 3,405 UNDERGRADUATE STUDENTS RESIDED IN RESIDENCE HALLS, FRATERNITIES OR SORORITIES AND 242 RESIDENTS OCCUPIED GRADUATE HOUSING ON LEHIGH'S CAMPUS.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$19,852,973	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$169,702	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$11,107,040	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$396,284,196	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	Yes (true)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (true)	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (true)	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	9394	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	1748	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	10	GoverningBodyVotingMembersCnt
Independent Voting Member	10	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AZ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	KATHY MILLER CONTROLLER	PersonNm
Phone	6107583140	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	LEHIGH UNIVERSITY 524 BRODHEAD AVE	AddressLine1Txt
City	BETHLEHEM	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	18015	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (53 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
BRAD ERIC SCHELER
CHAIRMAN BOARD OF TRUSTEES	3.0	0.0	Yes (X)	$0	$0	$0
JANE P JAMIESON
VICE CHAIR BOARD OF TRUSTEES	2.0	0.0	Yes (X)	$0	$0	$0
SHARI L ARONSON
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
NICHOLAS P BIGELOW
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
PAUL D BOSCO
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
ROBERT L BROWN III
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
THOMAS J CAMPBELL
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
MARIA L CHRIN
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
KEVIN L CLAYTON
TRUSTEE/INTERIM PRESIDENT	21.0	0.0	Yes (X)	$171,329	$0	$16,036	Yes (X)
MICHAEL J CONNOR
TRUSTEE	1.0	0.0	Yes (X)	$1,300	$0	$0
PETER C DIAMOND
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
VINCENT A FORLENZA JR
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
JOHN J FRANCHINI
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
EDUARDO D GLANDT
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
JORDAN HITCH
TRUSTEE/INTERIM CIO	8.0	0.0	Yes (X)	$62,549	$0	$2,666
FRANCIS J INGRASSIA
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
STEPHEN K KLASKO
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
ANNE R KLINE
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
GREGORY J KUKLINSKI
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
MARK V MACTAS
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
JAMES R MAIDA
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
PETER A MORALES
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
JOSEPH R PERELLA
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
EDWARD RAMOS
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
J STUART RYAN
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
KAREN S SCHAUFELD
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
SARAT SETHI
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
PHILIP B SHEIBLEY
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
SAFIYA JAFARI SIMMONS
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
DANIEL E SMITH JR
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
KAREN O'DONNELL VANDERGOOT
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
JOHN J VRESICS JR
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
FRANK E WALSH III
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
GINA N WHITFIELD
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
MICHAEL J YASZEMSKI
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
MARK R YEAGER
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
DEBORAH E ZAJAC
TRUSTEE	1.0	0.0	Yes (X)	$0	$0	$0
JOHN D SIMON
PRESIDENT	20.0	0.0		$344,426	$0	$63,796	Yes (X)
PATRICK V FARRELL
PROVOST	40.0	0.0		$482,006	$0	$42,837	Yes (X)
FRANK A ROTH
GENERAL COUNSEL, SECRETARY	40.0	2.0		$360,793	$0	$42,189	Yes (X)
PATRICIA A JOHNSON
VP FINANCE AND ADMINISTRATION	40.0	1.0		$368,467	$0	$18,250	Yes (X)
DENISE M BLEW
AVP FINANCE, ASST SEC, TREAS	36.0	10.0		$235,467	$0	$98,076	Yes (X)
DAVID L HAMMER
ASSOCIATE TREASURER	40.0	0.0		$92,661	$0	$27,526	Yes (X)
PETER M GILBERT
CHIEF INVESTMENT OFFICER	40.0	0.0		$820,432	$0	$43,893		Yes (X)
JOHN COULTER
INTERIM DEAN/PROFESSOR	40.0	0.0		$255,753	$0	$28,923		Yes (X)
DONALD E HALL
DEAN, COLLEGE OF ARTS & SCIENC	40.0	0.0		$295,672	$0	$40,277		Yes (X)
PAUL BROCKMAN
PROFESSOR/ASSOCIATE DEAN	40.0	0.0		$403,986	$0	$41,930			Yes (X)
MOHAMED EL-AASSER
VP INTERNATIONAL AFFAIRS	40.0	0.0		$437,665	$0	$42,352			Yes (X)
COREY GALSTAN
DIRECTOR PUBLIC MKT INVEST.	40.0	0.0		$456,591	$0	$41,696			Yes (X)
GEORGETTE PHILLIPS
DEAN, COLLEGE OF BUS. & ECON.	40.0	0.0		$440,648	$0	$17,425			Yes (X)
JENNIFER B SASSANI
DIRECTOR - ALTERNATIVE INVEST.	40.0	0.0		$480,720	$0	$47,033			Yes (X)
DANIEL P LOPRESTI
INTERIM DEAN/PROFESSOR	40.0	0.1		$274,210	$0	$41,258				Yes (X)
ANNE S MELTZER
PROFESSOR	40.0	0.0		$216,983	$0	$29,902				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$6,201,658	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$686,065	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	413	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
TORCON INC
328 Newman Springs Road	RED BANK	NJ	07701	CONSTRUCTION MGMT	$12,614,996
SODEXO INC AND AFFILIATES
PO BOX 360170	PITTSBURGH	PA	152516170	FOOD SERVICE	$11,316,473
ABM JANITORIAL-MID ATLANTIC INC
PO BOX 198352	ATLANTA	GA	303848352	JANITORIAL SERVICES	$8,926,409
HUNTER ROBERTS CONSTRUCTION GROUP L
1717 ARCH STREET	PHILADELPHIA	PA	19103	CONSTRUCTION MGMT	$6,756,719
BRICKMAN GROUP LTD LLC
PO BOX 71358	CHICAGO	IL	606941358	GROUNDS MAINTENANCE	$3,341,023

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	128	CntrctRcvdGreaterThan100KCnt
Fundraising	$268,779	FundraisingAmt
Government Grants	$29,910,722	GovernmentGrantsAmt
All Other Contributions	$46,706,884	AllOtherContributionsAmt
Noncash Contributions	$5,490,585	NoncashContributionsAmt
Total Contributions	$76,886,385	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
AUXILIARY OPERATIONS	900099	$43,535,388	$43,530,340	$5,048
TUITION REVENUE	900099	$272,241,493	$272,241,493
OTHER SALES AND SERVICES	900099	$9,718,565	$8,984,193	$734,372
PROGRAM INVESTMENT INCOME	525990	$202,655	$202,655
ALL OTHER PROGRAM SERVICE REVENUE	713990	$2,128,405	$912,015	$1,216,390

Field	Value	IRS element (for citing)
Total Program Service Revenue	$327,826,506	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$19,684,741	TotalRevenueColumnAmt
Unrelated Business Revenue	-$494,521	UnrelatedBusinessRevenueAmt
Exclusion	$20,179,262	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$81,794	TotalRevenueColumnAmt
Exclusion	-$81,794	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$157,682	RealAmt
Personal	$2,000	PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$177,994	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$20,312	RealAmt
Personal	$2,000	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$18,312	TotalRevenueColumnAmt
Unrelated Business Revenue	$2,000	UnrelatedBusinessRevenueAmt
Exclusion	-$20,312	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,728,377,029	SecuritiesAmt
Other	$64,835	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$1,703,640,034	SecuritiesAmt
Other	$512,808	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$24,736,995	SecuritiesAmt
Other	-$447,973	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$24,289,022	TotalRevenueColumnAmt
Exclusion	$24,289,022	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$158,543	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$268,779	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$256,819	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$98,276	TotalRevenueColumnAmt
Exclusion	-$98,276	ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

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

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	ALL OTHER REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$31,207	TotalRevenueColumnAmt
Exclusion	$31,207	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$31,207	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$448,519,479	TotalRevenueColumnAmt
Related Or Exempt Func Income	$325,870,696	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,463,289	UnrelatedBusinessRevenueAmt
Exclusion	$44,299,109	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$2,740,170	TotalAmt
Program Services	$2,740,170	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$89,338,220	TotalAmt
Program Services	$89,338,220	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$3,455,332	TotalAmt
Program Services	$3,455,332	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

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

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$3,093,715	TotalAmt
Program Services	$253,110	ProgramServicesAmt
Management And General	$2,421,287	ManagementAndGeneralAmt
Fundraising	$419,318	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$911,174	TotalAmt
Program Services	$673,910	ProgramServicesAmt
Management And General	$237,264	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$162,273,299	TotalAmt
Program Services	$140,908,403	ProgramServicesAmt
Management And General	$13,151,318	ManagementAndGeneralAmt
Fundraising	$8,213,578	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$14,301,562	TotalAmt
Program Services	$12,231,972	ProgramServicesAmt
Management And General	$1,290,487	ManagementAndGeneralAmt
Fundraising	$779,103	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$26,417,594	TotalAmt
Program Services	$22,547,248	ProgramServicesAmt
Management And General	$2,430,272	ManagementAndGeneralAmt
Fundraising	$1,440,074	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$10,673,065	TotalAmt
Program Services	$9,071,412	ProgramServicesAmt
Management And General	$1,017,295	ManagementAndGeneralAmt
Fundraising	$584,358	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

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

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$931,784	TotalAmt
Program Services	$283,223	ProgramServicesAmt
Management And General	$597,642	ManagementAndGeneralAmt
Fundraising	$50,919	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$318,237	TotalAmt
Program Services	$19,597	ProgramServicesAmt
Management And General	$298,640	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$66,000	TotalAmt
Program Services	$66,000	ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$293,380	TotalAmt
Fundraising	$293,380	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$6,326,529	TotalAmt
Management And General	$6,326,529	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$22,705,575	TotalAmt
Program Services	$16,974,365	ProgramServicesAmt
Management And General	$4,403,594	ManagementAndGeneralAmt
Fundraising	$1,327,616	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$2,130,404	TotalAmt
Program Services	$1,244,577	ProgramServicesAmt
Management And General	$508,365	ManagementAndGeneralAmt
Fundraising	$377,462	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$20,593,564	TotalAmt
Program Services	$18,309,845	ProgramServicesAmt
Management And General	$1,337,135	ManagementAndGeneralAmt
Fundraising	$946,584	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$3,691,080	TotalAmt
Program Services	$2,154,845	ProgramServicesAmt
Management And General	$1,364,001	ManagementAndGeneralAmt
Fundraising	$172,234	FundraisingAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$31,992,968	TotalAmt
Program Services	$27,299,546	ProgramServicesAmt
Management And General	$2,934,854	ManagementAndGeneralAmt
Fundraising	$1,758,568	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$7,488,056	TotalAmt
Program Services	$6,626,274	ProgramServicesAmt
Management And General	$293,239	ManagementAndGeneralAmt
Fundraising	$568,543	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$552	TotalAmt
Program Services	$552	ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$4,850,095	TotalAmt
Program Services	$3,723,015	ProgramServicesAmt
Management And General	$457,644	ManagementAndGeneralAmt
Fundraising	$669,436	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$9,563,990	TotalAmt
Program Services	$8,131,173	ProgramServicesAmt
Management And General	$910,059	ManagementAndGeneralAmt
Fundraising	$522,758	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$26,389,929	TotalAmt
Program Services	$22,429,727	ProgramServicesAmt
Management And General	$2,515,336	ManagementAndGeneralAmt
Fundraising	$1,444,866	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,621,404	TotalAmt
Program Services	$473,096	ProgramServicesAmt
Management And General	$1,148,308	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
NONCAPITALIZED EQUIPMENT	$2,200,441	$1,865,735	$326,976	$7,730
ATHLETIC SUPPLIES	$505,374	$505,374
LIBRARY ACQUISITIONS	$4,957,475	$4,957,475

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$459,830,968	TotalAmt
Program Services	$396,284,196	ProgramServicesAmt
Management And General	$43,970,245	ManagementAndGeneralAmt
Fundraising	$19,576,527	FundraisingAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part X	Yes (X)	InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$26,409,026	BOYAmt
EOY	$21,268,280	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$63,761,032	BOYAmt
EOY	$42,659,711	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$8,599,935	BOYAmt
EOY	$6,782,243	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$1,751,925	BOYAmt
EOY	$1,589,871	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$4,409,480	BOYAmt
EOY	$5,551,734	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$886,016,426	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$490,919,775	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$388,030,441	BOYAmt
EOY	$395,096,651	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$582,932,593	BOYAmt
EOY	$549,622,309	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$1,041,349,595	BOYAmt
EOY	$970,700,214	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$11,066,617	BOYAmt
EOY	$10,968,108	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$6,195,798	BOYAmt
EOY	$4,342,371	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,134,506,442	BOYAmt
EOY	$2,008,581,492	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$41,715,803	BOYAmt
EOY	$37,217,671	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$21,478,243	BOYAmt
EOY	$22,395,239	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$212,793,012	BOYAmt
EOY	$206,377,259	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$68,494,403	BOYAmt
EOY	$33,025,359	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$68,827,371	BOYAmt
EOY	$77,429,392	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$413,308,832	BOYAmt
EOY	$376,444,920	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$839,952,504	BOYAmt
EOY	$796,993,859	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$374,324,760	BOYAmt
EOY	$309,159,516	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$506,920,346	BOYAmt
EOY	$525,983,197	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,721,197,610	BOYAmt
EOY	$1,632,136,572	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,134,506,442	BOYAmt
EOY	$2,008,581,492	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$11,311,489	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$69,395,609	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	-$5,490,585	DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets	-$2,863,355	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$81,952,479	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$98,349,429	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$90,045,136	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$76,267,483	CurrentTaxYearMinus1YearAmt
Current Tax Year	$76,886,385	CurrentTaxYearAmt
Total	$423,500,912	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

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

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

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

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$81,952,479	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$98,349,429	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$90,045,136	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$76,267,483	CurrentTaxYearMinus1YearAmt
Current Tax Year	$76,886,385	CurrentTaxYearAmt
Total	$423,500,912	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$0	SubstantialContributorsTotAmt
Public Support Total170	$423,500,912	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$22,896,300	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$17,034,012	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$15,910,695	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$27,108,497	CurrentTaxYearMinus1YearAmt
Current Tax Year	$19,762,629	CurrentTaxYearAmt
Total	$102,712,133	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

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

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$47,500	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$47,500	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$47,600	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$12,504	CurrentTaxYearMinus1YearAmt
Current Tax Year	$31,207	CurrentTaxYearAmt
Total	$186,311	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$526,399,356	TotalSupportAmt
Gross Receipts Rltd Activities	$1,507,299,885	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.80452	PublicSupportCY170Pct
Public Support PY170	0.80837	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10	FormAndLineReferenceDesc
Explanation	Amounts reported on this line include miscellaneous revenue not classified as contributions, unrelated business income, gross income from investment activities as defined in Schedule A, Part II, Line 8, or related activity income.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$131,509	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$131,509	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$459,699,459	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$459,830,968	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	FilingOrganizationsTotalAmt

Field	Value	IRS element (for citing)
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$1,000,000	CurrentYearMinus3Amt
Current Year Minus2	$1,000,000	CurrentYearMinus2Amt
Current Year Minus1	$1,000,000	CurrentYearMinus1Amt
Current Year	$1,000,000	CurrentYearAmt
Total	$4,000,000	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$6,000,000	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$128,652	CurrentYearMinus3Amt
Current Year Minus2	$130,905	CurrentYearMinus2Amt
Current Year Minus1	$132,748	CurrentYearMinus1Amt
Current Year	$131,509	CurrentYearAmt
Total	$523,814	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$250,000	CurrentYearMinus3Amt
Current Year Minus2	$250,000	CurrentYearMinus2Amt
Current Year Minus1	$250,000	CurrentYearMinus1Amt
Current Year	$250,000	CurrentYearAmt
Total	$1,000,000	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$2,138,705	RevenuesIncludedAmt
Assets Included	$15,445,902	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Held Works Art		HeldWorksArtGrp
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,168,168,599	BeginningYearBalanceAmt
Contributions	$41,128,325	ContributionsAmt
Investment Earnings Or Losses	-$22,717,907	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$22,975,434	GrantsOrScholarshipsAmt
Other Expenditures	$47,385,478	OtherExpendituresAmt
Administrative Expenses	$8,025,916	AdministrativeExpensesAmt
End Year Balance	$1,108,192,189	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,171,190,664	BeginningYearBalanceAmt
Contributions	$19,355,533	ContributionsAmt
Investment Earnings Or Losses	$44,736,305	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$22,153,411	GrantsOrScholarshipsAmt
Other Expenditures	$37,875,894	OtherExpendituresAmt
Administrative Expenses	$7,084,598	AdministrativeExpensesAmt
End Year Balance	$1,168,168,599	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,065,459,315	BeginningYearBalanceAmt
Contributions	$24,534,659	ContributionsAmt
Investment Earnings Or Losses	$153,802,570	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$20,898,197	GrantsOrScholarshipsAmt
Other Expenditures	$44,704,331	OtherExpendituresAmt
Administrative Expenses	$7,003,352	AdministrativeExpensesAmt
End Year Balance	$1,171,190,664	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$995,284,369	BeginningYearBalanceAmt
Contributions	$26,815,910	ContributionsAmt
Investment Earnings Or Losses	$106,500,640	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$20,639,523	GrantsOrScholarshipsAmt
Other Expenditures	$36,690,415	OtherExpendituresAmt
Administrative Expenses	$5,811,606	AdministrativeExpensesAmt
End Year Balance	$1,065,459,375	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,031,944,988	BeginningYearBalanceAmt
Contributions	$32,956,997	ContributionsAmt
Investment Earnings Or Losses	-$21,029,220	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$19,609,920	GrantsOrScholarshipsAmt
Other Expenditures	$22,978,003	OtherExpendituresAmt
Administrative Expenses	$6,000,473	AdministrativeExpensesAmt
End Year Balance	$995,284,369	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.30900	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.43000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.26100	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (true)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$15,737,129	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$6,013,031	OtherCostOrOtherBasisAmt
Book Value	$21,750,160	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$602,630,530	OtherCostOrOtherBasisAmt
Depreciation	$295,952,598	DepreciationAmt
Book Value	$306,677,932	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$559,818	OtherCostOrOtherBasisAmt
Depreciation	$27,991	DepreciationAmt
Book Value	$531,827	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$197,818,568	OtherCostOrOtherBasisAmt
Depreciation	$163,040,254	DepreciationAmt
Book Value	$34,778,315	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$63,257,349	OtherCostOrOtherBasisAmt
Depreciation	$31,898,932	DepreciationAmt
Book Value	$31,358,417	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$395,096,651	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
ALTERNATIVE INVESTMENTS	$965,655,784	F
LIFE INSURANCE & OTHER INVEST	$3,156,060	F
REAL ESTATE	$1,888,370	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$970,700,214	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDesc	AmtAmt
ANNUITY PAYMENT LIABILITY	$19,442,625
POSTRETIREMENT BENEFIT LIABILI	$42,395,000
RATE SWAP LIABILITY	$6,110,276
FIN47 ASSET RETIREMENT OBLIGAT	$3,392,598
DEPOSITS HELD FOR OTHERS	$1,384,660
REFUNDABLE STUDENT LOANS	$2,193,716
OTHER LIABILITIES	$2,510,517

Field	Value	IRS element (for citing)
Total Liability	$77,429,392	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PART III, LINE 4	THE LEHIGH UNIVERSITY ART GALLERIES MAINTAIN AND DEVELOP THE UNIVERSITY'S PERMANENT ART COLLECTION EXHIBITIONS DESIGNED TO INSPIRE, DEVELOP AND PROMOTE VISUAL LITERACY AND CULTURAL UNDERSTANDING THROUGH CROSS-DISCIPLINARY EDUCATIONAL OPPORTUNITIES THAT SUPPLEMENT FORMAL CLASSROOM STUDY, AND SERVE AS AN EDUCATIONAL LABORATORY TO BENEFIT STUDENTS, FACULTY, AND THE COMMUNITY-AT-LARGE AS PART OF THE UNIVERSITY LEARNING EXPERIENCE. THE ART GALLERY MAINTAINS AND DEVELOPS THE UNIVERSITY'S WORLD-CLASS TEACHING COLLECTION OF OVER 13,000 OBJECTS AND PRESENTS APPROXIMATELY TWELVE EXHIBITIONS PER YEAR IN SEVEN CAMPUS GALLERIES.
SCHEDULE D, PART V, LINE 4	THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 2,700 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES FUNDS THAT ARE ACTIVELY MANAGED BY THE UNIVERSITY AS PART OF A SINGLE COMMINGLED INVESTMENT POOL AS WELL AS LIMITED NUMBER OF INDIVIDUAL FUNDS THAT ARE SEPARATELY INVESTED OR HELD IN TRUST BY OTHERS. THE PRINCIPAL FINANCIAL OBJECTIVE OF THE ENDOWMENT POOL IS THAT THE REAL PURCHASING POWER OF THE ENDOWMENT PRINCIPAL SHOULD BE PRESERVED AND IF POSSIBLE ENHANCED TO HELP ENSURE THE UNIVERSITY'S FINANCIAL FUTURE. EARNINGS ON ENDOWMENT FUNDS ARE DESIGNATED FOR SCHOLARSHIPS, FELLOWSHIPS, PROFESSORSHIPS, CHAIRS, STUDENT LOANS AND OTHER PURPOSES. ENDOWMENT CONTRIBUTIONS INCLUDE GIFTS AS WELL AS TRANSFERS TO BOARD DESIGNATED ENDOWMENT FUNDS.
SCHEDULE D, PART X, LINE 2	THE UNIVERSITY HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(c)(3) OF THE UNITED STATES INTERNAL REVENUE CODE, EXCEPT FOR TAXES ON INCOME FROM ACTIVITIES UNRELATED TO ITS EXEMPT PURPOSE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE UNIVERSITY AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE UNIVERSITY HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE UNIVERSITY, AND HAS CONCLUDED THAT AS OF JUNE 30, 2016, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE UNIVERSITY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTION; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE E, PART I, LINE 3

CATALOGS, BROCHURES, NEWSPAPER ADVERTISEMENTS AND OTHER MEDIA ANNOUNCING PROGRAMS OR SOLICITING STUDENTS INCLUDE A SUMMARY STATEMENT ON THE NONDISCRIMINATORY POLICY.

SCHEDULE E, PART I, LINE 6A

LEHIGH UNIVERSITY RECEIVES FUNDS FROM VARIOUS FEDERAL AND STATE GOVERNMENTAL AGENCIES UNDER THEIR RESPECTIVE STUDENT FINANCIAL AID ASSISTANCE PROGRAMS. FEDERAL GRANT PROGRAMS INCLUDE THE PELL, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT, COLLEGE WORK STUDY, AND THE PERKINS LOAN PROGRAM. THE STATE PROGRAM IS THE PA HIGHER EDUCATION ASSISTANCE AGENCY PROGRAM. GRANTS ARE ALSO RECEIVED FROM VARIOUS OTHER STATES. IN ADDITION, THE UNIVERSITY IS AWARDED RESEARCH GRANTS AND OTHER PROJECT GRANTS BY VARIOUS FEDERAL AND STATE AGENCIES.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (33 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	EmployeeEmployeeCnt
East Asia and the Pacific	Fundraising	Fundraising	$20,012
Europe (Including Iceland and Greenland)	Fundraising	Fundraising	$3,040
Sub-Saharan Africa	Program Services	Global Educ. Exper.	$56,519
Sub-Saharan Africa	Send agents to seminar		$4,364
Sub-Saharan Africa	Program Services	Research	$42,999
East Asia and the Pacific	Program Services	Global Educ. Exper.	$479,453	2
East Asia and the Pacific	Send agents to seminar		$90,281
East Asia and the Pacific	Program Services	Research/Infrastruct.	$113,885
Central America and the Caribbean	Program Services	Global Educ. Exper.	$110,711	1
Central America and the Caribbean	Send agents to seminar		$3,117
Central America and the Caribbean	Program Services	Research/Infrastruct.	$7,330
Europe (Including Iceland and Greenland)	Program Services	Global Educ. Exper.	$672,715	3
Europe (Including Iceland and Greenland)	Send agents to seminar		$174,556
Europe (Including Iceland and Greenland)	Program Services	Research	$88,689	3
Europe (Including Iceland and Greenland)	Investments		$886,382
Middle East and North Africa	Program Services	Global Educ. Exper.	$11,733
Middle East and North Africa	Send agents to seminar		$8,851
Middle East and North Africa	Program Services	Research	$3,260
South Asia	Program Services	Global Educ. Exper.	$32,916	2
South Asia	Send agents to seminar		$9,071
South Asia	Program Services	Research	$13,924	1
South America	Program Services	Global Educ. Exper.	$55,355
South America	Send agents to seminar		$11,865
South America	Program Services	Research	$43,219
South America	Investments		$154,000
North America	Program Services	Global Educ. Exper.	$14,631	2
North America	Send agents to seminar		$21,347
North America	Program Services	Research	$5,006
Russia and the Newly Independent States	Program Services	Global Educ. Exper.	$1,304
Russia and the Newly Independent States	Program Services	Research	$2,185
East Asia and the Pacific	Investments		$46,669
Central America and the Caribbean	Investments		$459,945,000
Europe (Including Iceland and Greenland)	Investments		$25,555,000

Field	Value	IRS element (for citing)
Subtotal Employees	9	SubtotalEmployeesCnt
Continutation Total Employee	5	ContinutationTotalEmployeeCnt
Total Employee	14	TotalEmployeeCnt
Subtotal Spent	$2,774,637	SubtotalSpentAmt
Continuation Spent	$485,914,752	ContinuationSpentAmt
Total Spent	$488,689,389	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

Field	Value	IRS element (for citing)
Region	Europe (Including Iceland and Greenland)	RegionTxt
Purpose Of Grant	RESEARCH	PurposeOfGrantTxt
Cash Grant	$8,172	CashGrantAmt
Manner Of Cash Disbursement	CHECK	MannerOfCashDisbursementTxt
Description Of Non Cash Asst	N/A	DescriptionOfNonCashAsstTxt
Valuation Method Used	N/A	ValuationMethodUsedDesc

Field	Value	IRS element (for citing)
Total Other Org	1	TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (13 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt	Valuation Method UsedValuationMethodUsedDesc
SCHOLARSHIP	Central America and the Caribbean	4	$125,859	NONE	N/A
SCHOLARSHIP	East Asia and the Pacific	42	$1,086,408	NONE	N/A
SCHOLARSHIP	Europe (Including Iceland and Greenland)	31	$842,432	NONE	N/A
SCHOLARSHIP	Middle East and North Africa	10	$338,752	NONE	N/A
SCHOLARSHIP	North America	2	$91,720	NONE	N/A
SCHOLARSHIP	Russia and the Newly Independent States	3	$100,330	NONE	N/A
SCHOLARSHIP	South Asia	8	$327,615	NONE	N/A
SCHOLARSHIP	Sub-Saharan Africa	7	$442,199	NONE	N/A
FELLOWSHIP	Central America and the Caribbean	1	$2,152	NONE	N/A
FELLOWSHIP	East Asia and the Pacific	19	$64,554	NONE	N/A
FELLOWSHIP	Europe (Including Iceland and Greenland)	1	$1,800	NONE	N/A
FELLOWSHIP	South Asia	5	$14,786	NONE	N/A
FELLOWSHIP	Sub-Saharan Africa	2	$3,553	NONE	N/A

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

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE F, PART I, LINE 2	Subrecipient grants - Lehigh University maintains a policy defining its procedures for monitoring the use of sponsored funds by subrecipients who are performing a portion of a sponsored project externally awarded to Lehigh. The policy provides guidance to ensure that subrecipients conduct their portions of sponsored projects in compliance with laws, regulations, terms and conditions of awards and subawards, and that reimbursed costs incurred by subrecipients are allowed. Other Assistance - Assistance offered from institutional funds by Lehigh to our students is awarded on the basis of merit and/or financial need. The selection criteria is based on the calculated expected family contribution, which is derived by using complex formulas involving families' income, assets, and household sizes. The student financial aid office administers and monitors these grants using system-generated reviews, along with cross checks on an ad hoc basis. Results from these reviews are regularly evaluated. Subsequently, follow-up corrective actions are taken when appropriate, and potentially include award revisions or cancellations. These provisions are designed to help ensure that student assistance funds are awarded to eligible recipients, in accordance with applicable federal, state, institutional, and other program legislation, as well as relevant internal university policies and operational guidelines.
SCHEDULE F, PART I, LINE 3	INVESTMENT MANAGEMENT EXPENSES AND THE BOOK VALUE OF INVESTMENTS ARE REPORTED SEPARATELY FOR EACH REGION. ACTIVITIES AND EXPENDITURES OUTSIDE THE U.S. HAVE BEEN IDENTIFIED ON A REASONABLE EFFORTS BASIS WHERE SUCH ACTIVITIES WERE NOT TRACKED SEPARATELY UNDER THE UNIVERSITY'S ACCOUNTING PROCEDURES. THESE REASONABLE EFFORTS INCLUDED REVIEWS OF FINANCIAL RECORDS, INTERVIEWS WITH UNIVERSITY PERSONNEL, REVIEW OF THE UNIVERSITY'S WEBSITE AND PUBLICATIONS, ETC. EXPENDITURES OUTSIDE THE U.S. ARE REPORTED ON THE ACCRUAL BASIS OF ACCOUNTING AS ARE THE FINANCIAL STATEMENTS.
SCHEDULE F, PART III, COLUMN C	NOTE THAT FOREIGN INDIVIDUALS ARE DEFINED AS THOSE LIVING OUTSIDE THE U.S. AT THE TIME THE AID WAS AWARDED. THE ABOVE IS A BEST ESTIMATE BASED ON CERTAIN ASSUMPTIONS REGARDING WHERE PERSONS WERE LIVING WHEN THE AID WAS AWARDED AND DOES NOT REPRESENT THE DEGREE TO WHICH AID IS AWARDED TO INTERNATIONAL STUDENTS.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (true)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Retained By ContractorRetainedByContractorAmt	Address Line2USAddress/AddressLine2Txt
CORNERSTONE GROUP
214 RIDGE ROAD	PACIFIC GROVE	CA	93950	Campaign strategy	false	$9,410
GRENZEBACH GLIER ASSOC
401 N MICHIGAN AVE SUITE 2800	CHICAGO	IL	60611	CAMPAIGN STRATEGY	false	$48,620
MARTS AND LUNDY
1200 WALL STREET WEST 5TH FLOOR	LYNDHURST	NJ	07071	CAMPAIGN STRATEGY	false	$156,122
SNAVELY ASSOCIATES
112 W FOSTER AVENUE	STATE COLLEGE	PA	168041139	CAMPAIGN STRATEGY	false	$79,228	SUITE 401 PO BOX 1139

Field	Value	IRS element (for citing)
Total Retained By Contractors	$293,380	TotalRetainedByContractorsAmt
Licensed States	AK	LicensedStatesCd
Licensed States	AZ	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	DC	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	WA	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	GOLF TOURNAMENT	Event1Nm
Gross Receipts Event1	$40,050	GrossReceiptsEvent1Amt
Charitable Contri Event1	$11,850	CharitableContriEvent1Amt
Gross Revenue Event1	$28,200	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$3,383	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$12,376	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$2,081	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$2,586	OtherDirectExpensesEvent1Amt
Event2	ARTS GALA	Event2Nm
Gross Receipts Event2	$334,177	GrossReceiptsEvent2Amt
Charitable Contri Event2	$212,415	CharitableContriEvent2Amt
Gross Revenue Event2	$121,762	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$2,335	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$57,108	FoodAndBeverageEvent2Amt
Entertainment Event2	$114,232	EntertainmentEvent2Amt
Other Direct Expenses Event2	$49,975	OtherDirectExpensesEvent2Amt
Other Events Total	2	OtherEventsTotalCnt
Gross Receipts Other Events	$53,095	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$44,514	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$8,581	GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events	$1,636	NonCashPrizesOtherEventsAmt
Food And Beverage Other Events	$9,989	FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events	$1,118	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$427,322	GrossReceiptsTotalAmt
Charitable Contributions Tot	$268,779	CharitableContributionsTotAmt
Gross Revenue Total Events	$158,543	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$5,019	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$14,711	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$69,178	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$114,232	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$53,679	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$256,819	DirectExpenseSummaryEventsAmt
Net Income Summary	-$98,276	NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE G, PART I, LINE 2B, COLUMN (IV)	FormAndLineReferenceDesc
Explanation	PROFESSIONAL FUNDRAISING ASSISTANCE WAS NOT CONNECTED WITH ANY PARTICULAR FUNDRAISING CAMPAIGN AND WE ARE CURRENTLY UNABLE TO TRACK THE REVENUE ASSOCIATED WITH THE PROFESSIONAL FUNDRAISERS' ASSISTANCE.	ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (27 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
CARNEGIE MELLON UNIVERSITY
PO BOX 371032	PITTSBURGH	PA	15250	250969449	501(C)(3)	$935,997
COMMUNITY SERVICES FOR CHILDREN INC
1520 HANOVER AVENUE	ALLENTOWN	PA	18109	232204725	501(C)(3)	$5,720	RESEARCH
CHILDRENS HOSPITAL OF PHILADELPHIA
PO BOX 8500	PHILADELPHIA	PA	19178	231352166	501(C)(3)	$14,650
CORNELL UNIVERSITY
PO BOX 22	ITHACA	NY	148510022	150532082	501(C)(3)	$77,795
DUKE UNIVERSITY
POBOX 602651	CHARLOTTE	NC	282602651	560532129	501(C)(3)	$31,651	RESEARCH
KUTZTOWN UNIVERSITY
PO BOX 730	KUTZTOWN	PA	19530	232710197		$16,103	RESEARCH
NASSP
PO BOX 417939	BOSTON	MA	02241	526006937	501(C)(3)	$18,950
PENNSYLVANIA STATE UNIVERSITY
227 W BEAVER AVE	STATE COLLEGE	PA	16801	246000376		$156,027
SYRACUSE UNIVERSITY
102 ARCHBOLD GYM	SYRACUSE	NY	132441140	150532081	501(C)(3)	$28,395	RESEARCH
UNIVERSITY OF TENNESSEE
210 STUDENT SVCS BLDG	KNOXVILLE	TN	37996	626001636		$108,580
UC REGENTS
9500 GILMAN DR	LA JOLLA	CA	920930009	956006142		$303,397
UNIVERSITY OF DELAWARE
116 STUDENT SERVICES BLDG	NEWARK	DE	19716	516000297	501(c)(3)	$145,630
UNIVERSITY OF KANSAS
2385 IRVING HILL RD	LAWRENCE	KS	660457568	480680117		$61,705
UTAH STATE UNIVERSITY
2400 OLD MAIN HILL	LOGAN	UT	843222400	876000528		$16,637
RESEARCH FOUNDATION OF SUNY
PO BOX 9	ALBANY	NY	122010009	141368361	501(C)(3)	$74,509
TUSKEGEE UNIVERSITY
1200 W MONTGOMERY ROAD	TUSKEGEE	AL	36088	630288878	501(C)(3)	$18,975
UNIVERSITY OF ILLINOIS
PO BOX 4610	SPRINGFIELD	IL	627084610	376000511		$190,450
UNIVERSITY OF PITTSBURGH
PO BOX 371220	PITTSBURGH	PA	152517220	250965591	501(C)(3)	$19,718
CASE WESTERN UNIVERSITY
10900 EUCLID AVENUE	CLEVELAND	OH	44106	341018992	501(C)(3)	$13,758	RESEARCH
INSTITUTE FOR CANCER RESEARCH
604 COTTMAN AVENUE	CHELTENHAM	PA	19012	236296135	501(C)(3)	$74,054	RESEARCH
MASSACHUSETTS GENERAL HOSPITAL
PO BOX 3829	BOSTON	MA	022413829	042697983	501(C)(3)	$58,073		RESEARCH FINANCE
REGENTS OF THE UNIVERSITY OF MICHIGAN
BOX 223131	PITTSBURGH	PA	152512131	386006309		$29,004
ROBERT MORRIS UNIVERSITY
6001 UNIVERSITY BLVD	MOON TWP	PA	15108	251120678	501(C)(3)	$22,596
TRUSTEES UNIVERSITY OF PA
PO BOX 785541	PHILADELPHIA	PA	191785541	231352685	501(C)(3)	$39,288
BETHLEHEM ECONOMIC DEVELOPMENT CORP
10 EAST CHURCH STREET	BETHLEHEM	PA	18018	232211627	501(C)(3)	$299,750
GREATER LEHIGH VALLEY CHAMBER OF COMMERCE
158A NORTHAMPTON STREET	EASTON	PA	18042	230337580	501(C)(6)	$12,000
COMMUNITY ACTION DEVELOPMENT CORPORATION
409 EAST 4TH STREET	BETHLEHEM	PA	18015	232934547	501(C)(3)	$50,000

Field	Value	IRS element (for citing)
Total501c3 Org	27	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIPS AND FELLOWSHIPS	GrantTypeTxt
Recipient	3166	RecipientCnt
Cash Grant	$89,353,220	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE I, PART III

INDIVIDUALS IN THE U.S. ARE DEFINED AS THOSE LIVING IN THE U.S. AT THE TIME THE AID WAS AWARDED. THE ABOVE IS A BEST ESTIMATE BASED ON CERTAIN ASSUMPTIONS REGARDING WHERE PERSONS WERE LIVING WHEN THE AID WAS AWARDED AND DOES NOT REPRESENT THE DEGREE TO WHICH AID IS AWARDED TO INTERNATIONAL STUDENTS.

SCHEDULE I, PART I

Subrecipient grants - Lehigh University maintains a policy defining its procedures for monitoring the use of sponsored funds by subrecipients who are performing a portion of a sponsored project externally awarded to Lehigh. The policy provides guidance to ensure that subrecipients conduct their portions of sponsored projects in compliance with laws, regulations, terms and conditions of awards and subawards, and that reimbursed costs incurred by subrecipients are allowed. Other Assistance - Assistance offered from instititional funds by Lehigh to our students is awarded on the basis of merit and/or financial need. The selection criteria is based on the calculated expected family contribution, which is derived by using complex formulas involving families' income, assets, and household sizes. The student financial aid office administers and monitors these grants using system-generated reviews, along with cross checks on an ad hoc basis. Results from these reviews are regularly evaluated. Subsequently, follow-up corrective actions are taken when appropriate, and potentially include award revisions or cancellations. These provisions are designed to help ensure that student assistance funds are awarded to eligible recipients, in accordance with applicable federal, state, institutional, and other program legislation, as well as relevant internal university policies and operational guidelines.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	Yes (X)	TravelForCompanionsInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	Yes (true)	InitialContractExceptionInd
Rebuttable Presumption Proc	Yes (true)	RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount
KEVIN L CLAYTON
TRUSTEE/INTERIM PRESIDENT	$165,571	$5,758	$6,023	$10,013	$187,365
JOHN D SIMON
PRESIDENT	$338,199	$6,227	$15,900	$47,896	$408,222
PATRICK V FARRELL
PROVOST	$478,616	$3,390	$28,363	$14,474	$524,843
FRANK A ROTH
GENERAL COUNSEL, SECRETARY	$357,367	$3,426	$28,363	$13,826	$402,982
PATRICIA A JOHNSON
VP FINANCE AND ADMINISTRATION	$363,145	$5,322	$15,113	$3,137	$386,717
DENISE M BLEW
AVP FINANCE, ASST SEC, TREAS	$234,322	$1,145	$25,597	$72,479	$333,543
PETER M GILBERT
CHIEF INVESTMENT OFFICER	$400,900	$21,738	$28,363	$15,530	$864,325	$397,794
JOHN COULTER
INTERIM DEAN/PROFESSOR	$255,375	$378	$25,364	$3,559	$284,676
DONALD E HALL
DEAN, COLLEGE OF ARTS & SCIENC	$294,444	$1,228	$28,363	$11,914	$335,949
DANIEL P LOPRESTI
INTERIM DEAN/PROFESSOR	$264,519	$9,691	$28,363	$12,895	$315,468
PAUL BROCKMAN
PROFESSOR/ASSOCIATE DEAN	$399,476	$4,510	$28,363	$13,567	$445,916
MOHAMED EL-AASSER
VP INTERNATIONAL AFFAIRS	$384,814	$52,851	$28,363	$13,989	$480,017
COREY GALSTAN
DIRECTOR PUBLIC MKT INVEST.	$267,132	$599	$28,363	$13,333	$498,287	$188,860
GEORGETTE PHILLIPS
DEAN, COLLEGE OF BUS. & ECON.	$436,468	$4,180	$15,113	$2,312	$458,073
JENNIFER B SASSANI
DIRECTOR - ALTERNATIVE INVEST.	$277,785	$1,643	$28,363	$18,670	$527,753	$201,292
ANNE S MELTZER
PROFESSOR	$212,829	$4,154	$23,006	$6,896	$246,885

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1A	SPOUSE TRAVEL: ON AN INFREQUENT BASIS, THE PRESIDENT'S SPOUSE MAY TRAVEL WITH THE PRESIDENT FOR BUSINESS REASONS. pAYMENT OF ALL TRAVEL EXPENSES FOR THE PRESIDENT'S SPOUSE IS SUBJECT TO ADDITIONAL OVERSIGHT UNDER THE TERMS OF THE UNIVERSITY'S POLICY ON PRESIDENTIAL SPOUSE TRAVEL. HOUSING ALLOWANCE: THE AMOUNT REPORTED IN COLUMN D OF PART II FOR JOHN SIMON INCLUDES THE ESTIMATED ANNUAL LEASE VALUE FOR THE PRESIDENT'S HOUSE. DR SIMON WAS REQUIRED TO RESIDE IN A HOUSE ON CAMPUS. THE PRESIDENT'S HOUSE SERVED NOT ONLY AS A RESIDENCE, BUT ALSO AS A HOST LOCATION FOR MANY UNIVERSITY EVENTS. CLEANING SERVICES WERE ALSO PROVIDED FOR THE HOUSE. CLUB DUES AND INITIATION FEES: LEHIGH UNIVERSITY OFFERS A SUBSIDY OF COUNTRY CLUB INITIATION AND MEMBERSHIP DUES TO ELIGIBLE EMPLOYEES IN KEY POSITIONS FOR THE PURPOSE OF FUNDRAISING AND DONOR RELATION ACTIVITIES. THE TERMS OF THE SUBSIDY PROGRAM WERE APPROVED BY THE BOARD OF TRUSTEES COMPENSATION SUBCOMMITTEE. THE PRESIDENT RECEIVES A FULL SUBSIDY AND THE VICE PRESIDENT OF ADVANCEMENT RECEIVES A LIMITED SUBSIDY. ANY PERSONAL USE OF THE SOCIAL CLUB FACILITIES IS REPORTED AS TAXABLE COMPENSATION. PERSONAL SERVICES: THE UNIVERSITY PROVIDES THE SERVICES OF A DRIVER FOR BUSINESS TRANSPORTATION FOR THE PRESIDENT, TRUSTEES, VISITING DIGNITARIES AND OTHER SENIOR UNIVERSITY LEADERS.
SCHEDULE J, PART I, LINE 7	CERTAIN STAFF IN THE UNIVERSITY'S INVESTMENT OFFICE ARE ELIGIBLE FOR BONUS COMPENSATION THAT IS BASED UPON THE UNIVERSITY'S ENDOWMENT PERFORMANCE. THE CRITERIA FOR SUCH COMPENSATION IS ESTABLISHED BY THE COMPENSATION SUBCOMMITTEE OF THE UNIVERSITY'S BOARD OF TRUSTEES IN CONSULTATION WITH THE INVESTMENT SUBCOMMITTEE.
SCHEDULE J, PART I, LINE 8	PRESIDENT JOHN SIMON'S EMPLOYMENT AT LEHIGH UNIVERSITY BEGAN ON JULY 1, 2015 AND IS SUBJECT TO THE INITIAL CONTRACT EXCEPTION.
SCHEDULE J, PART II	DURING CALENDAR YEAR 2015, KEVIN CLAYTON SERVED THE UNIVERSITY IN SEQUENTIAL INTERIM STAFF AND TRUSTEE APPOINTMENTS. MR. CLAYTON RESIGNED FROM THE BOARD OF TRUSTEES PRIOR TO HIS STAFF APPOINTMENT, AND AT THE CONCLUSION OF HIS STAFF APPOINTMENT, WAS REAPPOINTED TO THE BOARD OF TRUSTEES. ALL COMPENSATION REPORTED FOR MR. CLAYTON WAS PAID EXCLUSIVELY FOR SERVICES PROVIDED DURING THE STAFF APPOINTMENT.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
NORTHAMPTON COUNTY GENERAL PURPOSE AUTHORITY
A	233007498	663507BY6	2004-05-19	$50,000,000	VARIOUS CAPITAL PROJECTS	false	false	false
NORTHAMPTON COUNTY GENERAL PURPOSE AUTHORITY
B	233007498	663540JB9	2006-08-24	$47,000,000	REFUND 10/31/96 BONDS AND CAPITAL	false	false	false
NORTHAMPTON COUNTY GENERAL PURPOSE AUTHORITY
C	233007498	663507BZ3	2007-02-01	$53,931,267	REFUND 8/24/06 AND 1/19/00 BONDS	false	false	false
NORTHAMPTON COUNTY GENERAL PURPOSE AUTHORITY
D	233007498	665307CJ8	2009-03-19	$64,995,255	STEPS BUILDING & VARIOUS CAPITAL P	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$0	$0	$50,397,724	$0	$0	$0	$484,773	$0	$0	$49,912,951	$0	$0	2004	false	false	Yes (true)	Yes (true)
B	$36,555,000	$0	$47,249,418	$0	$0	$0	$495,818	$0	$0	$30,753,600	$16,000,000	$0	2006	Yes (true)	false	Yes (true)	Yes (true)
C	$0	$0	$53,931,267	$0	$0	$0	$766,267	$0	$0	$0	$53,165,000	$0	2006	Yes (true)	false	Yes (true)	Yes (true)
D	$0	$0	$65,050,175	$0	$0	$0	$855,059	$0	$0	$64,195,116	$0	$0	2009	false	false	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	0.00490	0.00560	0.01050	false	false	false	Yes (true)
B	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	0.00140	0.00370	0.00510	false	false	false	Yes (true)
C	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	0.00130	0.00230	0.00360	false	false	false	Yes (true)
D	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	0.01110	0.00250	0.01360	false	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Term Of HedgeTermOfHedgePct	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd
LEHMAN BROS SPEC FIN
A	false	false	Yes (true)	false	Yes (true)	Yes (true)	26.	false	Yes (true)	false	0	false
0
B	false	false	Yes (true)	false	Yes (true)	false				false	0	false
0
C	false	false	Yes (true)	false	Yes (true)	false				false	0	false
0
D	false	false	Yes (true)	false	false	false				false	0	false

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE K, PART II, LINE 3	TOTAL PROCEEDS OF ISSUE FOR BONDS A, B AND D INCLUDE INTEREST EARNED.
SCHEDULE K, PART II, LINE 10	THE CAPITAL EXPENDITURES FOR THE 2007 BOND ARE ZERO SINCE ALL OF THE PROCEEDS OF THIS BOND WERE USED TO REFUND PRIOR BONDS.
SCHEDULE K, PART III, LINE 3D	RESEARCH AGREEMENTS RELATING TO FINANCED PROPERTY ARE ROUTINELY REVIEWED BY THE UNIVERSITY'S IN-HOUSE LEGAL COUNSEL, WHOSE STAFF ENGAGE BOND COUNSEL OR OTHER OUTSIDE COUNSEL FOR ADDITIONAL LEGAL AND COMPLIANCE ADVICE WHEN NECESSARY. THERE WERE NO RESEARCH AGREEMENTS WHICH REQUIRED ENGAGING OUTSIDE COUNSEL IN FISCAL YEAR 2016.
SCHEDULE K, PART III, LINE 4	THE PRIVATE USE PERCENTAGE DISCLOSED REPRESENTS THE PRIVATE BUSINESS USE FOR THE ENTIRE ISSUE, WHICH MAY INCLUDE PROCEEDS THAT REFUNDED BONDS ISSUED PRIOR TO JANUARY 1, 2003. AS SUCH, THE ACTUAL PRIVATE BUSINESS USE PERCENTAGE OF A PARTICULAR BOND MAY VARY SLIGHTLY FROM THE PERCENTAGE
SCHEDULE K, PART IV, LINE 4B

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	23	ContributionCnt
Noncash Contributions Rpt F990	$2,138,705	NoncashContributionsRptF990Amt
Method Of Determining Revenues	EXPERT OPINION	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$182,780	NoncashContributionsRptF990Amt
Method Of Determining Revenues	EXPERT OPINION	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	186	ContributionCnt
Noncash Contributions Rpt F990	$1,910,477	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	ATHLETICS EQUIPMENT/CLOTHING	14	$32,713	RECEIPTS
Yes (X)	SOFTWARE LICENSES	7	$1,204,972	EXPERT OPINION
Yes (X)	HOST EVENT	10	$5,191	RECEIPTS
Yes (X)	MISCELLANEOUS	14	$13,267	RECEIPTS
Yes (X)	MUSICAL INSTRUMENTS	2	$2,480	RECEIPTS/MKT VALUE

Field	Value	IRS element (for citing)
Form8283 Received	18	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	FORM 990, PART I, LINE 1	FormAndLineReferenceDesc
Explanation	LEHIGH UNIVERSITY STRIVES TO EARN INTERNATIONAL PROMINENCE AS A UNIVERSITY OF SPECIAL DISTINCTION AND PROVIDE STUDENTS WITH OPPORTUNITIES FOR SUCCESS THROUGH ITS INTEGRATION OF TEACHING, RESEARCH AND SERVICE TO SOCIETY. FORM 990, PART VI, SECTION B, LINE 11A THE UNIVERSITY PROVIDES A COPY OF THE 990 TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 IS REVIEWED BY APPROPRIATE SENIOR MANAGEMENT AT THE UNIVERSITY AND AN OUTSIDE PUBLIC ACCOUNTING FIRM. AFTER THIS REVIEW IS COMPLETE, A COPY OF THE FINAL RETURN IS PROVIDED TO EACH MEMBER OF THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. AFTER THE REVIEW OF THE AUDIT COMMITTEE, ON BEHALF OF THE FULL BOARD OF TRUSTEES, A COPY OF THE FINAL RETURN IS PROVIDED TO ALL VOTING MEMBERS OF THE BOARD AND THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, ON BEHALF OF THE BOARD OF TRUSTEES, THE CORPORATE SECRETARY AND DIRECTOR OF INTERNAL AUDIT FORWARD A COPY OF THE UNIVERSITY'S CONFLICT OF INTEREST POLICY TO ALL TRUSTEES, OFFICERS, FULL-TIME FACULTY AND EXEMPT STAFF MEMBERS. THEY ENSURE THAT EACH INDIVIDUAL RESPONDS THAT THEY HAVE READ AND AGREE TO ABIDE BY THE POLICY. THE CORPORATE SECRETARY AND DIRECTOR OF INTERNAL AUDIT REVIEW THE QUESTIONNAIRE RESPONSES AND ATTEMPT TO RESOLVE ANY SIGNIFICANT CONFLICTS WITH THE INDIVIDUALS. IF A CONFLICT CANNOT BE IMMEDIATELY RESOLVED, IT IS TAKEN TO THE NEXT LEVEL OF SUPERVISION UNTIL IT IS FULLY RESOLVED. IF AT ANY TIME DURING THE YEAR A NEW OR POSSIBLE CONFLICT OCCURS, THE INDIVIDUAL IS RESPONSIBLE FOR NOTIFYING THE CORPORATE SECRETARY OR DIRECTOR OF INTERNAL AUDIT IN WRITING. FORM 990, PART VI, SECTION B, LINE 15 LEHIGH UNIVERSITY IS COMMITTED TO COMPENSATING ALL EMPLOYEES AT A FAIR AND COMPETITIVE LEVEL. TO DO THIS, AN ANNUAL COMPARISON OF MARKET RATE SALARY DATA IS PERFORMED BY THE UNIVERSITY'S HUMAN RESOURCES OFFICE, WHICH ALSO UTILIZES INDEPENDENT CONSULTANTS AS APPROPRIATE TO COMPILE AND ANALYZE SUCH DATA. IN ADDITION, THE UNIVERSITY HAS ESTABLISHED AN INDEPENDENT COMPENSATION SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE SUBCOMMITTEE MEETS AS NEEDED TO REVIEW COMPENSATION MATTERS, BUT NO LESS THAN ANNUALLY TO REVIEW THE PERFORMANCE AND APPROVE THE COMPENSATION FOR THE PRESIDENT, OFFICERS OF THE UNIVERSITY ADMINISTRATION, OTHER SENIOR ADMINISTRATIVE OFFICERS, AND ANY OTHER HIGHLY COMPENSATED UNIVERSITY EMPLOYEES WHOSE COMPENSATION SHOULD BE REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES IN ACCORDANCE WITH UNIVERSITY GOVERNANCE DOCUMENTS AND APPLICABLE LEGAL REQUIREMENTS. SUCH REVIEW INCLUDES DETERMINATIONS BY THE SUBCOMMITTEE AND RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE OF THE BOARD, THAT THE COMPENSATION OF SUCH OFFICERS AND EMPLOYEES IS REASONABLE AND IN ACCORDANCE WITH LEGAL REQUIREMENTS APPLICABLE TO THE UNIVERSITY AS A NON-PROFIT TAX-EXEMPT ORGANIZATION. IN FULFILLING ITS RESPONSIBILITIES WITH RESPECT TO DETERMINING REASONABLE COMPENSATION, THE SUBCOMMITTEE UTILIZES INDEPENDENT CONSULTANTS AS APPROPRIATE TO COMPILE AND ANALYZE MARKET RATE AND COMPARATIVE SALARY DATA. SUBSTANTIATION OF THE SUBCOMMITTEE'S DELIBERATIONS AND DETERMINATIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE UNIVERSITY'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE LOCATED ON THE UNIVERSITY'S WEBSITE. FORM 990, PART VII, SECTION A DURING CALENDAR YEAR 2015, KEVIN CLAYTON AND JORDAN HITCH SERVED THE UNIVERSITY IN SEQUENTIAL INTERIM STAFF AND TRUSTEE APPOINTMENTS. BOTH INDIVIDUALS RESIGNED FROM THE BOARD OF TRUSTEES PRIOR TO THEIR STAFF APPOINTMENTS, AND AT THE CONCLUSION OF THEIR STAFF APPOINTMENTS, WERE REAPPOINTED TO THE BOARD OF TRUSTEES. ALL COMPENSATION REPORTED FOR THESE INDIVIDUALS WAS PAID EXCLUSIVELY FOR SERVICES PROVIDED DURING THEIR STAFF APPOINTMENTS. THE COMPENSATION LISTED FOR MICHAEL CONNOR WAS A ONE-TIME PAYMENT FOR A MUSICAL PERFORMANCE AND UNRELATED TO HIS POSITION ON THE UNIVERSITY'S BOARD OF TRUSTEES. FORM 990, PART XI, LINE 9 THIS AMOUNT CONSISTS OF OTHER INCOME AND LOSS AS FOLLOWS: UNREAL ADJ VALUE SPLIT INTEREST AGREEMENT: $3,109,245 UNREAL RATE SWAP ADJ: -3,189,167 POSTRETIREMENT LIABILITY ADJUSTMENT -2,559,000 OTHER: -224,433 ___________ TOTAL TO LINE 9: $-2,863,355	ExplanationTxt

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (26 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	End Of Year AssetsEndOfYearAssetsAmt	Total IncomeTotalIncomeAmt
LU PROPERTIES LLC
524 BRODHEAD AVENUE	BETHLEHEM	PA	18015	454740928	REAL ESTATE	PA	LEHIGH UNIV
LUP2 LLC
524 BRODHEAD AVENUE	BETHLEHEM	PA	18015	455027811	REAL ESTATE	PA	LEHIGH UNIV	$3,182,428
LUP3 LLC
524 BRODHEAD AVENUE	BETHLEHEM	PA	18015	455027849	REAL ESTATE	PA	LEHIGH UNIV
LUP4 LLC
524 BRODHEAD AVENUE	BETHLEHEM	PA	18015	455028052	REAL ESTATE	PA	LEHIGH UNIV	$11,279,369	$29,630
LUP5 LLC
524 BRODHEAD AVENUE	BETHLEHEM	PA	18015	455028099	REAL ESTATE	PA	LEHIGH UNIV	$1,726,206
LUP6 LLC
524 BRODHEAD AVENUE	BETHLEHEM	PA	18015	455038258	REAL ESTATE	PA	LEHIGH UNIV	$2,735,116
LUP7 LLC
524 BRODHEAD AVENUE	BETHLEHEM	PA	18015	455038269	REAL ESTATE	PA	LEHIGH UNIV	$1,493,029
LUP8 LLC
524 BRODHEAD AVENUE	BETHLEHEM	PA	18015	455038294	REAL ESTATE	PA	LEHIGH UNIV	$1,781,413	$225,498
LUP9 LLC
524 BRODHEAD AVENUE	BETHLEHEM	PA	18015	455038318	REAL ESTATE	PA	LEHIGH UNIV	$16,678
LUP10 LLC
524 BRODHEAD AVENUE	BETHLEHEM	PA	18015	455038335	REAL ESTATE	PA	LEHIGH UNIV	$547,052
LUP11 LLC
524 BRODHEAD AVENUE	BETHLEHEM	PA	18015	455055049	REAL ESTATE	PA	LEHIGH UNIV
LUP12 LLC
524 BRODHEAD AVENUE	BETHLEHEM	PA	18015	455055141	REAL ESTATE	PA	LEHIGH UNIV	$3,595,881
LUP13 LLC
524 BRODHEAD AVE	BETHLEHEM	PA	18015	455055212	REAL ESTATE	PA	LEHIGH UNIV	$917,059	$11
LUP14 LLC
524 BRODHEAD AVENUE	BETHLEHEM	PA	18015	455055279	REAL ESTATE	PA	LEHIGH UNIV	$1,676,069
LUP15 LLC
524 BRODHEAD AVENUE	BETHLEHEM	PA	18015	455055348	REAL ESTATE	PA	LEHIGH UNIV	$1,475,726
LUP16 LLC
524 BRODHEAD AVENUE	BETHLEHEM	PA	18015	455075242	REAL ESTATE	PA	LEHIGH UNIV	$57,543
LUP17 LLC
524 BRODHEAD AVENUE	BETHLEHEM	PA	18015	455075314	REAL ESTATE	PA	LEHIGH UNIV	$3,647,353	$1,200
LUP18 LLC
524 BRODHEAD AVENUE	BETHLEHEM	PA	18015	455075370	REAL ESTATE	PA	LEHIGH UNIV	$150,998
LUP19 LLC
524 BRODHEAD AVENUE	BETHLEHEM	PA	18015	455081093	REAL ESTATE	PA	LEHIGH UNIV
LUP20 LLC
524 BRODHEAD AVENUE	BETHLEHEM	PA	18015	455081166	REAL ESTATE	PA	LEHIGH UNIV
LUP21 LLC
524 BRODHEAD AVENUE	BETHLEHEM	PA	18015	455085420	REAL ESTATE	PA	LEHIGH UNIV	$141,153
LUP22 LLC
524 BRODHEAD AVENUE	BETHLEHEM	PA	18015	455094916	REAL ESTATE	PA	LEHIGH UNIV	$94,806
LUP23 LLC
524 BRODHEAD AVENUE	BETHLEHEM	PA	18015	455094965	REAL ESTATE	PA	LEHIGH UNIV	$374,041
LUPLT LLC
524 BRODHEAD AVENUE	BETHLEHEM	PA	18015	455095007	REAL ESTATE	PA	LEHIGH UNIV
SO-BETH FUNDING LLC
524 BRODHEAD AVENUE	BETHLEHEM	PA	18015	454740873	STUDENT HOUS.	PA	LEHIGH UNIV	$25,180	$41,124
SOUTH RIVER INVESTMENTS LLC
524 BRODHEAD AVENUE	BETHLEHEM	PA	18015	812135057	REAL ESTATE	PA	LEHIGH UNIV		$9,008

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
BEN FRANKLIN TECHNOLOGY PARTNERS NE PA
116 RESEARCH DRIVE	BETHLEHEM	PA	18015	232517422	ECONOMIC DEV	PA	501(C)(3)	7	NA	Yes (true)
MANUFACTURERS RESOURCE CENTER
961 MARCON BLVD SUITE 200	ALLENTOWN	PA	18109	232514764	ECONOMIC DEV	PA	501(C)(3)	7	NA	Yes (true)
LEHIGH & NORTHAMPTON CNTIES REVOLV LOAN
621 TAYLOR STREET RAUCH BUSINESS CT	BETHLEHEM	PA	18015	232461494	ECONOMIC DEV	PA	501(C)(4)	N/A	NA	Yes (true)
LEHIGH UNIVERSITY ALUMNI ASSOCIATION
27 MEMORIAL DRIVE WEST	BETHLEHEM	PA	18015	240796860	ALUMNI RELAT	PA	501(C)(3)	11, III FI	NA	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	MSP CO-INVESTPARTN V-A LP	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	440 S LASALLE ST	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60605	ZIPCd

Field	Value	IRS element (for citing)
EIN	205095093	EIN
Primary Activities	INVESTMENT	PrimaryActivitiesTxt
Legal Domicile State	DE	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	LEHIGH UNIV	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Predominant Income Type	UNRELATED	PredominantIncomeTypeTxt
Share Of Total Income	$109,851	ShareOfTotalIncomeAmt
Share Of EOY Assets	$23,592	ShareOfEOYAssetsAmt
Disproportionate Allocations	false	DisproportionateAllocationsInd
General Or Managing Partner	false	GeneralOrManagingPartnerInd
Ownership	0.99143	OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (14 entries)

Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	OwnershipOwnershipPct	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Primary ActivitiesPrimaryActivitiesTxt
LIFE INCOME FUNDS HELD IN TRUST (3)
PA	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (2)
CA	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (3)
NJ	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (1)
DC	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (2)
NY	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (1)
TX	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (3)
FL	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (1)
DE	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (1)
OH	VARIOUS	TRUST	false
ENDOWMENT FUNDS HELD IN TRUST
NJ	VARIOUS	TRUST	false	1.00000
ENDOWMENT FUNDS HELD IN TRUST (2)
CO	VARIOUS	TRUST	false	1.00000
ENDOWMENT FUNDS HELD IN TRUST
PA	VARIOUS	TRUST	false	1.00000
ENDOWMENT FUNDS HELD IN TRUST
WV	VARIOUS	TRUST	false	1.00000
STABLER CORP CTR PROPERTY OWNERS ASSOC
PA	LU PROPERTIES	C CORP	false		27 MEMORIAL DRIVE WEST	BETHLEHEM	PA	18015	PROPERTY MGMT

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

Transactions Related Org TransactionsRelatedOrgGrp (9 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
BEN FRANKLIN TECH PARTNERS OF NORTHEASTERN PA
1A	$3,999	CASH VALUE
LEHIGH UNIVERSITY ALUMNI ASSOCIATION
1B	$649,014	CASH VALUE
BEN FRANKLIN TECH PARTNERS OF NORTHEASTERN PA
1C	$483,847	CASH VALUE
MANUFACTURERS RESOURCE CENTER
1L	$67,204	CASH VALUE
BEN FRANKLIN TECH PARTNERS OF NORTHEASTERN PA
1L	$146,626	CASH VALUE
LEHIGH UNIVERSITY ALUMNI ASSOCIATION
1O	$838,003	CASH VALUE
BEN FRANKLIN TECH PARTNERS OF NORTHEASTERN PA
1Q	$568,810	CASH VALUE
MANUFACTURERS RESOURCE CENTER
1Q	$419,182	CASH VALUE
MSP CO-INVESTMENT PARTNERSHIP V-A LP
1C	$193,830	CASH VALUE