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BUCKNELL UNIVERSITY: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
BUCKNELL UNIVERSITY (EIN 24-0772407)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-11
IRS object ID
201521319349302142
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-11T11:10:06-07:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN240772407EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Bucknell UniversityBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlBUCKBusinessNameControlTxt
Phone5705773811PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Marts HallAddressLine1
CityLewisburgCity
StatePAState
ZIP Code17837ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDavid J SurgalaPersonNm
Person TitleVP-Finance & AdminPersonTitleTxt
Signature2015-05-11SignatureDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJohn C BravmanPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1219 Marts Hall Bucknell UnivAddressLine1
CityLewisburgCity
StatePAState
ZIP Code17837ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$478,492,185GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.bucknell.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1846FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionBucknell is a unique national university where liberal arts and professional programs complement each other.ActivityOrMissionDesc
Voting Members Governing Body32VotingMembersGoverningBodyCnt
Voting Members Independent29VotingMembersIndependentCnt
Total Employee3539TotalEmployeeCnt
Total Volunteers2638TotalVolunteersCnt
Total Gross UBI$461,659TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$904,153NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$38,182,907PYContributionsGrantsAmt
CY Contributions Grants$35,731,430CYContributionsGrantsAmt
PY Program Service Revenue$190,706,784PYProgramServiceRevenueAmt
CY Program Service Revenue$197,869,085CYProgramServiceRevenueAmt
PY Investment Income$16,924,786PYInvestmentIncomeAmt
CY Investment Income$17,894,962CYInvestmentIncomeAmt
PY Other Revenue$5,339,271PYOtherRevenueAmt
CY Other Revenue$5,290,030CYOtherRevenueAmt
PY Total Revenue$251,153,748PYTotalRevenueAmt
CY Total Revenue$256,785,507CYTotalRevenueAmt
PY Grants And Similar Paid$47,935,433PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$50,125,971CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$118,388,218PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$124,735,526CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$10,669,264CYTotalFundraisingExpenseAmt
PY Other Expenses$76,319,434PYOtherExpensesAmt
CY Other Expenses$76,782,134CYOtherExpensesAmt
PY Total Expenses$242,643,085PYTotalExpensesAmt
CY Total Expenses$251,643,631CYTotalExpensesAmt
PY Revenues Less Expenses$8,510,663PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,141,876CYRevenuesLessExpensesAmt
Total Assets BOY$1,060,110,807TotalAssetsBOYAmt
Total Assets EOY$1,154,472,235TotalAssetsEOYAmt
Total Liabilities BOY$175,630,024TotalLiabilitiesBOYAmt
Total Liabilities EOY$177,060,516TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$884,480,783NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$977,411,719NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionBucknell is a unique national university where liberal arts and professional programs complement each other. Bucknell educates men and women for a lifetime of critical thinking and strong leadership characterized by continued intellectual exploration, creativity, and imagination. A Bucknell education enables students to interact daily with faculty who exemplify a passion for learning and a dedication to teaching and scholarship. Bucknell fosters a residential, co-curricular environment in which students develop intellectual maturity, personal conviction and strength of character, informed by a deep understanding of different cultures and diverse perspectives. Bucknell seeks to educate our students to serve the common good and to promote justice in ways sensitive to the moral and ethical dimensions of life.Bucknells rich history and heritage will influence its planning for the future. Bucknells potential as an institution of higher learning extends beyond that of a traditional liberal aMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$126,866,904ExpenseAmt
Grant$50,125,971GrantAmt
Revenue$165,546,895RevenueAmt
DescInstruction - the expenses of instructional departments and programsDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$36,242,823ExpenseAmt
Revenue$2,388,386RevenueAmt
DescStudent Services - the expenses of activities and services that indirectly support the educational programs such as library services and athletics/recreationDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$26,870,852ExpenseAmt
DescAcademic Support - the expenses of activities and services that directly support instructionDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$25,655,897TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$36,085,068TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$215,636,476TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document3965IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3539EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryOCForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members32GoverningBodyVotingMembersCnt
Independent Voting Member29IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDavid J SurgalaPersonNm
Phone5705773811PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1217 Marts Hall Bucknell UniversityAddressLine1
CityLewisburgCity
StatePAState
ZIP Code17837ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (56 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Kenneth W Freeman
Chairman1.000.00Yes (X)Yes (X)$0$0$0
J Randall MacDonald
Vice Chair/Secr1.000.00Yes (X)Yes (X)$0$0$0
Nancy B Prial
Vice Chair1.000.00Yes (X)Yes (X)$0$0$0
John E Bachman
Trustee1.000.00Yes (X)$0$0$0
Susan Baird
Trustee1.000.00Yes (X)$0$0$0
Ronald L Benjamin
Trustee1.000.00Yes (X)$0$0$0
Charles W Berger
Trustee1.000.00Yes (X)$0$0$0
Juanita Ora Luckett Brown
Trustee1.000.00Yes (X)$0$0$0
Ellen Q Bush
Trustee1.000.00Yes (X)$0$0$0
Harriet Edelman
Trustee1.000.00Yes (X)$0$0$0
Jane Taylor Elfers
Trustee1.000.00Yes (X)$0$0$0
Michael E Flowers
Trustee1.000.00Yes (X)$0$0$0
Robert J Gamgort
Trustee1.000.00Yes (X)$0$0$0
Peter C Gerhard
Trustee1.000.00Yes (X)$0$0$0
Susan Ginkel
Trustee1.000.00Yes (X)$0$0$0
Eugene Gorab
Trustee1.000.00Yes (X)$0$0$0
Kirsten Heinemann
Trustee1.000.00Yes (X)$0$0$0
Stephen P Holmes
Trustee1.000.00Yes (X)$0$0$0
Marlene A Hurd
Trustee1.000.00Yes (X)$0$0$0
Laura A Kinney
Trustee1.000.00Yes (X)$0$0$0
Lawrence S Klock
Trustee1.000.00Yes (X)$0$0$0
David Maurrasse
Trustee1.000.00Yes (X)$0$0$0
Craig D Mills
Trustee1.000.00Yes (X)$0$0$0
William B Morrow Jr
Trustee1.000.00Yes (X)$0$0$0
Christoper J O'Brien
Trustee1.000.00Yes (X)$0$0$0
Daniel R Richards
Trustee1.000.00Yes (X)$0$0$0
David T Scadden
Trustee1.000.00Yes (X)$0$0$0
Frank K Schoeneman
Trustee1.000.00Yes (X)$0$0$0
Glenn D Steele Jr
Trustee1.000.00Yes (X)$0$0$0
Christopher B Sullivan
Trustee1.000.00Yes (X)$0$0$0
C Alan Walker
Trustee1.000.00Yes (X)$0$0$0
John C Bravman
President40.000.00Yes (X)Yes (X)$645,159$0$175,328
Michael A Smyer
Provost40.000.00Yes (X)$312,443$0$61,189
David J Surgala
VP-Fin & Adm40.000.10Yes (X)$302,406$0$37,432
Scott G Rosevear
VP-Dev & Alum40.000.00Yes (X)$330,847$0$42,796
Peter F Mackey
VP-Comm40.000.00Yes (X)$220,467$0$41,922
William T Conley
VP-Enrollment40.000.00Yes (X)$237,245$0$43,529
Param S Bedi
VP-Library & IT40.000.00Yes (X)$211,698$0$24,270
Amy C Foerster
General Counsel40.000.00Yes (X)$241,309$0$6,371
Carol M Kennedy
Secretary40.000.00Yes (X)$105,884$0$17,804
Dennis W Swank
AVP-Finance40.000.10Yes (X)$176,305$0$47,967
Dennis W Hawley
AVP-Facilities40.000.00Yes (X)$160,108$0$35,898
Pierre D Joanis
AVP-Human Res40.000.00Yes (X)$0$0$0
Michael S Cover
Treas/Controll40.000.10Yes (X)$178,915$0$25,988
Christopher D Brown
Invstmt Officer40.000.00Yes (X)$250,555$0$48,569
Kathleen Graham
AVP-Development40.000.00Yes (X)$170,060$0$17,304
Wayne Bromfield
SrLegal Advisor40.000.00Yes (X)$207,307$0$14,230
John P Hardt
Director of Athletics40.000.00$221,534$0$69,255Yes (X)
Keith W Buffinton
Dean-Engineering40.000.00$190,210$0$68,885Yes (X)
George C Shields
Dean-Arts and Sciences40.000.00$185,543$0$43,244Yes (X)
David R Paulsen
Coach Men's Basket40.000.00$258,382$0$55,834Yes (X)
Joseph G Susan Jr
Coach Football40.000.00$183,465$0$33,638Yes (X)
Michael J Prince
Professor40.000.00$168,009$0$50,086Yes (X)
James P Rice
Assoc. Provost40.000.00$173,794$0$29,985Yes (X)
Elton G McGoun
Professor40.000.00$158,005$0$32,371Yes (X)
James G Orbison
Former Dean-Engineering40.000.00$169,894$0$23,391Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,459,544TotalReportableCompFromOrgAmt
Total Other Compensation$1,047,286TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K160IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
Zartman Construction Inc
3000 Pt TownshipNorthumberlandPA17857Construction$10,371,801
Parkhurst Dining Service
PO BOX 644091PittsburghPA15264Food Management$9,357,996
T-Ross Brothers Construction Inc
Rts 147 45MontandonPA17850Construction$1,469,393
Einhorn Yaffee Prescott
257 Fuller Rd 1st FloorAlbanyNY12203Architectural Design$1,284,369
DN Tanks
410 East Trinity BlvdGrand PrairieTX75050Construction$1,067,800
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K48CntrctRcvdGreaterThan100KCnt
Government Grants$3,887,018GovernmentGrantsAmt
All Other Contributions$31,844,412AllOtherContributionsAmt
Noncash Contributions$5,200,749NoncashContributionsAmt
Total Contributions$35,731,430TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Golf Course713910$744,238$744,238
Related Auxiliary Svcs611710$547,783$547,783
Residence Halls & Dining611710$30,451,514$30,451,514
Summer Conferences721000$578,655$578,655
Tuition & Fees611710$165,546,895$165,546,895
FieldValueIRS element (for citing)
Total Program Service Revenue$197,869,085TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,185,956TotalRevenueColumnAmt
Exclusion$10,185,956ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1TotalRevenueColumnAmt
Related Or Exempt Func Income$1RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$229,415,684SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$221,706,678SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$7,709,006SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,709,006TotalRevenueColumnAmt
Exclusion$7,709,006ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Athletics Related Revenue611710$2,388,386$2,388,386
Other Auxiliary Revenue611710$3,762,877$3,762,877
Sponsorship/Advertising900099$84,773$84,773

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column-$946,007TotalRevenueColumnAmt
Unrelated Business Revenue-$946,007UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$5,290,029OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$256,785,507TotalRevenueColumnAmt
Related Or Exempt Func Income$202,697,456RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$461,659UnrelatedBusinessRevenueAmt
Exclusion$17,894,962ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$43,234,625TotalAmt
Program Services$43,234,625ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$6,891,346TotalAmt
Program Services$6,891,346ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,997,271TotalAmt
Program Services$1,374,133ProgramServicesAmt
Management And General$3,414,569ManagementAndGeneralAmt
Fundraising$208,569FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$576,197TotalAmt
Program Services$541,846ProgramServicesAmt
Fundraising$34,351FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$86,162,358TotalAmt
Program Services$73,198,833ProgramServicesAmt
Management And General$8,614,488ManagementAndGeneralAmt
Fundraising$4,349,037FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$7,162,796TotalAmt
Program Services$6,072,331ProgramServicesAmt
Management And General$732,220ManagementAndGeneralAmt
Fundraising$358,245FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$19,534,352TotalAmt
Program Services$16,283,970ProgramServicesAmt
Management And General$2,257,040ManagementAndGeneralAmt
Fundraising$993,342FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,302,552TotalAmt
Program Services$5,182,823ProgramServicesAmt
Management And General$803,939ManagementAndGeneralAmt
Fundraising$315,790FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$179,529TotalAmt
Program Services$8,680ProgramServicesAmt
Management And General$160,693ManagementAndGeneralAmt
Fundraising$10,156FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$210,169TotalAmt
Management And General$210,169ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$121,379TotalAmt
Management And General$121,379ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,517,062TotalAmt
Management And General$1,517,062ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$20,921,425TotalAmt
Program Services$16,336,815ProgramServicesAmt
Management And General$2,824,537ManagementAndGeneralAmt
Fundraising$1,760,073FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$280,382TotalAmt
Program Services$116,482ProgramServicesAmt
Management And General$163,900ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,973,071TotalAmt
Program Services$9,896,442ProgramServicesAmt
Management And General$1,385,344ManagementAndGeneralAmt
Fundraising$691,285FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,523,062TotalAmt
Program Services$2,329,232ProgramServicesAmt
Management And General$139,831ManagementAndGeneralAmt
Fundraising$53,999FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$358,236TotalAmt
Program Services$329,510ProgramServicesAmt
Management And General$28,726ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$7,603,710TotalAmt
Program Services$5,439,275ProgramServicesAmt
Management And General$1,128,872ManagementAndGeneralAmt
Fundraising$1,035,563FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,613,818TotalAmt
Program Services$1,570,864ProgramServicesAmt
Fundraising$42,954FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$16,543,199TotalAmt
Program Services$15,672,708ProgramServicesAmt
Management And General$391,615ManagementAndGeneralAmt
Fundraising$478,876FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,231,411TotalAmt
Program Services$1,182,121ProgramServicesAmt
Management And General$49,290ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Utilities & fuel$5,683,857$5,580,197$55,355$48,305
Other Repair and Maintenance$5,151,519$4,612,156$488,834$50,529
Miscellaneous$666,231$595,557$54,434$16,240
Real Estate Taxes$204,074$169,311$18,932$15,831

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services-$982,781ProgramServicesAmt
Management And General$776,662ManagementAndGeneralAmt
Fundraising$206,119FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$251,643,631TotalAmt
Program Services$215,636,476ProgramServicesAmt
Management And General$25,337,891ManagementAndGeneralAmt
Fundraising$10,669,264FundraisingAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$12,435,960BOYAmt
EOY$9,078,845EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$37,431,852BOYAmt
EOY$52,135,898EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$24,477,382BOYAmt
EOY$24,984,562EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,977,803BOYAmt
EOY$2,994,079EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$66,737BOYAmt
EOY$56,710EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$2,834BOYAmt
EOY$4,110EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$17,042,583BOYAmt
EOY$16,719,206EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$118,454BOYAmt
EOY$100,032EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,051,416BOYAmt
EOY$2,042,640EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$538,169,816LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$274,832,094LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$256,136,374BOYAmt
EOY$263,337,722EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$299,889,208BOYAmt
EOY$341,130,498EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$399,716,252BOYAmt
EOY$443,799,813EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$6,763,952BOYAmt
EOY-$1,911,880EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,060,110,807BOYAmt
EOY$1,154,472,235EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$102,026,582BOYAmt
EOY$107,427,625EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$9,755,423BOYAmt
EOY$8,743,199EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$59,080,166BOYAmt
EOY$55,872,787EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$841,590BOYAmt
EOY$809,262EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,926,263BOYAmt
EOY$4,207,643EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$175,630,024BOYAmt
EOY$177,060,516EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$394,290,033BOYAmt
EOY$431,752,949EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$258,304,407BOYAmt
EOY$293,095,235EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$231,886,343BOYAmt
EOY$252,563,535EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$884,480,783BOYAmt
EOY$977,411,719EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,060,110,807BOYAmt
EOY$1,154,472,235EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$5,141,876ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$88,349,373NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$560,313OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Form4720 Filed Section4955 TaxfalseForm4720FiledSection4955TaxInd
Correction MadefalseCorrectionMadeInd
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$121,379DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$121,379TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind
Form4720 Filed4912 TaxfalseForm4720Filed4912TaxInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$666,562,298BeginningYearBalanceAmt
Contributions$18,442,177ContributionsAmt
Investment Earnings Or Losses$101,823,170InvestmentEarningsOrLossesAmt
Grants Or Scholarships$11,392,920GrantsOrScholarshipsAmt
Other Expenditures$23,543,049OtherExpendituresAmt
Administrative Expenses$978,895AdministrativeExpensesAmt
End Year Balance$750,912,781EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$599,215,781BeginningYearBalanceAmt
Contributions$31,554,185ContributionsAmt
Investment Earnings Or Losses$68,641,181InvestmentEarningsOrLossesAmt
Grants Or Scholarships$10,496,884GrantsOrScholarshipsAmt
Other Expenditures$21,435,413OtherExpendituresAmt
Administrative Expenses$916,552AdministrativeExpensesAmt
End Year Balance$666,562,298EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$575,367,497BeginningYearBalanceAmt
Contributions$66,230,490ContributionsAmt
Investment Earnings Or Losses-$12,209,443InvestmentEarningsOrLossesAmt
Grants Or Scholarships$9,290,945GrantsOrScholarshipsAmt
Other Expenditures$19,356,382OtherExpendituresAmt
Administrative Expenses$1,525,436AdministrativeExpensesAmt
End Year Balance$599,215,781EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$491,465,001BeginningYearBalanceAmt
Contributions$11,988,657ContributionsAmt
Investment Earnings Or Losses$101,254,368InvestmentEarningsOrLossesAmt
Grants Or Scholarships$10,168,719GrantsOrScholarshipsAmt
Other Expenditures$17,662,912OtherExpendituresAmt
Administrative Expenses$1,538,899AdministrativeExpensesAmt
End Year Balance$575,337,496EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$442,825,991BeginningYearBalanceAmt
Contributions$12,053,400ContributionsAmt
Investment Earnings Or Losses$65,662,489InvestmentEarningsOrLossesAmt
Grants Or Scholarships$9,243,533GrantsOrScholarshipsAmt
Other Expenditures$18,438,702OtherExpendituresAmt
Administrative Expenses$1,364,645AdministrativeExpensesAmt
End Year Balance$491,495,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.35420BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.30850PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.33730TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,204,386OtherCostOrOtherBasisAmt
Book Value$5,204,386BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$346,847,467OtherCostOrOtherBasisAmt
Depreciation$122,763,450DepreciationAmt
Book Value$224,084,017BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$124,713,799OtherCostOrOtherBasisAmt
Depreciation$110,832,440DepreciationAmt
Book Value$13,881,359BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$61,404,164OtherCostOrOtherBasisAmt
Depreciation$41,236,204DepreciationAmt
Book Value$20,167,960BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$263,337,722TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$406,492,649BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$443,799,813TotalBookValueSecuritiesAmt

Invst Program Related Org InvstProgramRelatedOrgGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Bison Ventures, Inc$45,000F
Fraternity Mortgages$110,000C
Bucknell Real Estate, Inc.$433,814F
Equity in subsidiaries earnings (loss)-$2,500,694F

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Capital Lease Payable$1,435,594
Funds held for others$1,463,683
Funds held for student organizations$1,308,366
FieldValueIRS element (for citing)
Total Liability$4,207,643TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, oAs permitted by generally accepted accounting principles, the University does not capitalize works of art, historical artifacts, and collectibles, which are principally acquired by donation.
Part III, Line 4: Description of organization's collections and how it furthers its purpose.The University has obtained certain art work, rare books, and historical artifacts that are held in safekeeping at the University's library and art gallery. These items are used for educational purposes as the University is a private institution of higher education.
Part V, Line 4: Intended uses of the endowment fund.The university's endowment fund provides a relatively stable investment income stream to the university's operations. As noted in Schedule D, Part V, Line 1(d), a significant portion of that investment income is restricted by endowment donors for student scholarships. The remaining endowment investment income provides annual support to various programs of the university.
Part X : FIN48 FootnoteThe University records income tax liabilities and assets using a theshold of more likely than not for recognition and derecognition of tax positions taken or expected to be taken in a tax return. The University does not believe that there are any unrecognized tax benefits or costs that should be recorded in the financial statements.

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental AgencyBucknell University receives research grants and contracts from various governmental agencies as well as funds for student aid.
Schedule E, Line 3 - Racially Nondiscriminatory Policy PublicizedThe University's racially nondiscriminatory policy is available on the university's website and is printed in University publications.
Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
Schedule E, Line 5 - Explanation of Organization Discrimination by Race

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (23 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America00Scholarships$154,636
East Asia and the Pacific00Scholarships$1,965,095
Europe00Scholarships$2,042,292
Middle East/Nrth Africa00Scholarships$66,428
North America00Scholarships$166,229
Russia and Ind. States00Scholarships$432,515
South America00Scholarships$364,487
South Asia00Scholarships$634,642
Sub-Saharan Africa00Scholarships$1,065,022
Central America00Program Services$136,101Study Abroad Prg
Europe33Program Services$1,424,170Study Abroad Prg
East Asia and the Pacific00Program Services$177,899Study Abroad Prg
Sub-Saharan Africa00Program Services$98,985Study Abroad Prg
Central America00Program Sevices$44,944Student Philanthropy
Central America00Program Services$3,761Academic & Related
East Asia and the Pacific00Program Services$88,352Academic and Related
Europe00Program Services$184,532Academic and Related
Middle East/Nrth Africa00Program Services$3,281Academic and Related
North America00Program Services$10,463Academic and Related
Russia00Program Services$1,173Academic and Related
South America00Program Services$10,705Academic and Related
Sub-Saharan Africa00Program Services$35,429Academic and Related
Central America00Investments$173,084,866
FieldValueIRS element (for citing)
Subtotal Offices3SubtotalOfficesCnt
Subtotal Employees3SubtotalEmployeesCnt
Total Office3TotalOfficeCnt
Total Employee3TotalEmployeeCnt
Subtotal Spent$9,050,090SubtotalSpentAmt
Continuation Spent$173,145,917ContinuationSpentAmt
Total Spent$182,196,007TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (15 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
Scholarships to Non-US CitizensCentral America2$112,186Financial AidFMV
Scholarships to Non-US CitizensEast Asia/Pacific74$1,588,881Financial AidFMV
Scholarships to Non-US CitizensEurope37$1,234,649Financial AidFMV
Scholarships to Non-US CitizensMid East/Nrth Africa1$66,428Financial AidFMV
Scholarships to Non-US CitizensNorth America4$166,229Financial AidFMV
Scholarships to Non-US CitizensRussia/Ind. States10$422,365Financial AidFMV
Scholarships to Non-US CitizensSouth America9$327,537Financial AidFMV
Scholarships to Non-US CitizensSouth Asia15$634,642Financial AidFMV
Scholarships to Non-US CitizensSub-Saharan Africa25$990,766Financial AidFMV
Scholarships-BU Students AbroadCentral America2$42,450Financial AidFMV
Scholarships-BU Students AbroadEast Asia/Pacific33$376,214Financial AidFMV
Scholarships-BU Students AbroadEurope72$807,643Financial AidFMV
Scholarships-BU Students AbroadRussia/Ind. States1$10,150Financial AidFMV
Scholarships-BU Students AbroadSouth America4$36,950Financial AidFMV
Scholarships-BU Students AbroadSub-Saharan Africa6$74,256Financial AidFMV
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2 - Grantmakers Explanation For Monitoring Use of Funds Outside USFormAndLineReferenceDesc
ExplanationThe University provides grants in the form of University scholarship for certain non-US citizens attending the University. These scholarships are posted directly to the recipient's University billing account and, thus, reduce tuition, room and/or board fees billed to the recipient. The University also provides grants in the form of University scholarship for certain Bucknell University students to study abroad. These scholarships are posted directly to the recipient's University billing account and, thus, reduces tuition, room and/or board fees billed to the recipient. The majority of these scholarships are need-based financial aid.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd
Total501c3 Org0Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeScholarships to Attend BUGrantTypeTxt
Recipient1671RecipientCnt
Non Cash Assistance$43,234,625NonCashAssistanceAmt
Valuation Method UsedFMVValuationMethodUsedDesc
Non Cash AssistanceAccount CreditNonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGrantmaker's Description of How Grants are UsedFormAndLineReferenceDesc
ExplanationThe University provides grants in the form of University scholarship for certain individuals attending the University. These scholarships are posted directly to the recipient's University billing account and, thus, reduces tuition, room and/or board fees billed to the to the recipient. The majority of these scholarships are need-based financial aid.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd
Rebuttable Presumption ProcfalseRebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (23 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtBonus Filing OrganizationBonusFilingOrganizationAmount
Amy C Foerster
General Counsel$241,309$6,371$247,680
Christopher D Brown
Invstmt Officer$250,555$23,069$299,124$25,500
David J Surgala
VP-Fin & Adm$294,986$11,932$339,838$25,500$7,420
David R Paulsen
Coach Men's Basket$253,791$31,144$314,216$24,690$4,591
Dennis W Hawley
AVP-Facilities$160,083$18,738$196,006$17,160$25
Dennis W Swank
AVP-Finance$174,160$29,667$224,272$18,300$2,145
Elton G McGoun
Professor$158,005$15,853$190,376$16,518
George C Shields
Dean-Arts and Sciences$180,154$23,998$228,787$19,246$5,389
James G Orbison
Former Dean-Engineering$169,894$8,396$193,285$14,995
James P Rice
Assoc. Provost$173,794$11,961$203,779$18,024
John C Bravman
President$584,133$52,399$820,487$122,929$11,026$50,000
John P Hardt
Director of Athletics$215,334$46,744$290,789$22,511$6,200
Joseph G Susan Jr
Coach Football$179,173$14,954$217,103$18,684$4,292
Kathleen Graham
AVP-Development$170,010$303$187,364$17,001$50
Keith W Buffinton
Dean-Engineering$190,110$49,099$259,095$19,786$100
Michael A Smyer
Provost$289,209$35,689$373,632$25,500$23,234
Michael J Prince
Professor$168,009$37,276$218,095$12,810
Michael S Cover
Treas/Controll$178,915$7,688$204,903$18,300
Param S Bedi
VP-Library & IT$210,324$2,970$235,968$21,300$1,374
Peter F Mackey
VP-Comm$195,092$21,222$262,389$20,700$25,375
Scott G Rosevear
VP-Dev & Alum$284,241$17,296$373,643$25,500$10,544$36,062
Wayne Bromfield
SrLegal Advisor$205,354$155$221,537$14,075$1,953
William T Conley
VP-Enrollment$212,745$21,129$280,774$22,400$2,500$22,000

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 1a: Relevant information in regards to selections on 1a.FormAndLineReferenceDesc
ExplanationFIRST CLASS OR CHARTER TRAVEL - the president is permitted to travel by first class airfare in limited circumstances per university policy. First class travel costs is not considered taxable compensation. TRAVEL FOR COMPANIONS - Travel costs of companions of university trustees, officers, and key employees are reimbursed in limited circumstances and such reimbursement is considered taxable income to the trustee, officer, or key employee unless the companion's travel would otherwise be considered deductible under the Internal Revenue Code. Any such taxable reimbursements to companions of university officers are included in Schedule J, Part II, column (B)(iii). TAX INDEMNIFICATION & GROSS UP PAYMENTS - Tax gross-up payments, considered taxable compensation, were provided to 4 officers and key employees listed in Part II of Schedule J for one or more of the following items:(a) taxable tuition remission benefits; or (b) years of service recognition awards. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE - The university requires the president and provost to reside in a specific campus housing. The estimated fair rental value of the personal living space, including utilities, is not considered taxable income since on-campus residency is an employment requirement imposed by the university. The estimated fair value is included in Schedule J.HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - Certain employees have golf memberships at the university owned golf course. In addition, the university pays membership dues at certain private establishments for the purpose of holding business or fundraising events.PERSONAL SERVICES-Certain facilities and maintenance staff have primary responsibilities for the upkeep of the campus building in which the president resides. Those duties include from time to time cooking, cleaning, and driving/chauffeur duties for the president to maximize the president's time devoted to university business. The allocable costs of these employee duties are not considered taxable compensation to the president.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
Union County Higher Educational Facilities Financing Auth
A232228275906459EL22010-04-07$13,685,672Refunded 1996 & 1998 bondsfalsefalsefalse
Union County Higher Educa
B232228275906459EX62012-04-12$29,994,932construction of academic facilfalsefalsefalse
Union County Higher Educa
C232228275906459FH02013-04-04$17,294,121Refunded 2002A bondsfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYr
A$6,795,000$13,685,672$13,496,044$189,628Yes (true)falseYes (true)Yes (true)
B$29,994,932$275,873falsefalsefalseYes (true)$29,719,0592014
C$300,000$17,294,121$17,120,949$173,172Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceBBondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsfalseAnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropfalseMgmtContractBondFincdPropInd
Any Research AgreementsfalseAnyResearchAgreementsInd
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AYes (true)falsefalsefalseYes (true)
BYes (true)falsefalsefalseYes (true)
CYes (true)falsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

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

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
M Smyer
OfficerRelocation LoanYes (X)$111,668$53,509falsefalseYes (true)
John Hardt
Key EmpStaff LoanYes (X)$5,000$3,201falsefalseYes (true)
Carole M Bourgeacq-Hardt
KEFamilyStaff LoanYes (X)$5,000$4,110falsefalseYes (true)
FieldValueIRS element (for citing)
Total Balance Due$60,820TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Wendelin J Wright
Spouse-Pres$120,394employmentfalse
Christine M Buffinton
Spouse-Key Employ$93,969employmentfalse
Carole M Bourgeacq-Hardt
Spouse-Key Emplo$34,351employmentfalse
Eric A Kennedy
Spouse-Offic$126,926employmentfalse
Geisinger Health Plan
See Part V$4,177,475See Part Vfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part V Supplemental InformationFormAndLineReferenceDesc
ExplanationPart IV - Geisinger Health Plan - Glenn D. Steele, Jr., a member of the University's Board of Trustees, is president and chief operating officer of Geisinger Health Plan, a healthcare organization providing to the University certain healthcare insurance, services, and, beginning in January 2013, healthcare claims administration. The President of Bucknell University (John C. Bravman) and another member of Bucknell University's Board of Trustees (Christopher B. Sullivan), are members of that healthcare organization's board of directors. Amounts paid to the healthcare organization and its affiliates for services totaled $4,177,475 for year ended June 30, 2014.Also, the University and the healthcare organization conduct certain programs whereby University students and faculty participate with the healthcare organization in educational and research activites related to medical and healthcare endeavors. The healthcare organization provides approximately 75% of the grant revenues to support these University programs. University expenditures for the year ended June 30, 2014 for those programs totaled $370,952.ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution6ContributionCnt

Art Fractional Interest ArtFractionalInterestGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution135ContributionCnt
Noncash Contributions Rpt F990$5,200,749NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCnt
Yes (X)Supplies32
Yes (X)Education Equip2
Yes (X)Athletic Equip2
Yes (X)Education Fees1
FieldValueIRS element (for citing)
Form8283 Received3Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 33, Revenues Not ReportedFormAndLineReferenceDesc
ExplanationAs permitted under ASC 958.605.25, Works of Art, Historical Treasures, and similar items, the University does not capitalize its collections of artwork and historical collections for financial statement purposes. Furthermore, certain donated goods incidental to University operations are acknowledged by the University but not recorded in revenues nor expenses for financial statement purposes.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d: Other Program Services DescriptionOTHER PROGRAM SERVICES 4: Academic Support - the expenses of activities and services that directly support instruction
Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, EtThe following individuals have business relationships with each other based on their positions within the University's related organizations. Bucknell University Bucknell Real Estate Bison VenturesDavid Surgala VP for Finance President/ President/ and Administration Board Member Board MemberDennis Swank Associate VP for Vice President/ Vice President/ Finance/ Assistant Board Member Board Member SecretaryMichael Cover Treasurer and Controller/ Secretary/ Secretary/ Assistant Secretary Board Member Board MemberEdward Loftus Employee Board Member
Form 990, Part VI, Line 11b: Form 990 Review ProcessAn external review of the Form 990 is performed by the outside tax preparer. The final Form 990 is provided to the University's Audit, Compliance, and Risk Management Committee for review. The Form 990 is made available electronically to the trustees prior to filing.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsAll trustees are required to complete and submit an annual conflict of interest statement to the University's General Counsel. All Officers and Key Employees are required to complete and submit an annual conflict of interest statement to the University's Vice President for Finance and Administration. All statements are reviewed by General Counsel and/or the VP for Finance and Administration to determine if the possible conflicts of interest noted are actual conflicts and what action should be taken including prohibiting an individual from participating in any deliberations, decisions or transactions related to the conflict, and whether disclosures regarding the conflict should be made in financial statements or other documents.
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top ManagementThe president's compensation was reviewed and approved by the Executive Resource Committee of the Board of Trustees. The Committee used various sources of data, including but not limited to, financial and legal consultants, other organizations' Form 990s and compensation surveys. There is a written employment contract in place which is signed by the president and the Chairperson of the Board of Trustees.Part VI, 15bIn addition, compensation of certain officers and key employees (those employees reporting directly to the president) are reviewed by the Executive Resource Committee and approved by the president of the university. The president and Committee used various sources of data, including but not limited to, other organizations' Form 990s and compensation surveys.
Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key EmployeesThe president's compensation was reviewed and approved by the Executive Resource Committee of the Board of Trustees. The Committee used various sources of data, including but not limited to, an independent compensation consultant, other organizations' Form 990s and compensation surveys. There is a written employment contract in place which is signed by the president and the Chairperson of the Board of Trustees.In addition, compensation of certain officers and key employees (employees reporting directly to the president) are reviewed by the Executive Resource Committee and approved by the president of the university. The president and Committee used various sources of data, including but not limited to, an independent compensation consultant, other organizations' Form 990s and compensation surveys.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableThe University has audited financial statements available on the University's Finance Office website.
Other Changes In Net Assets Or Fund Balances - Other IncreasesChange in pledge receivable = $795687
Other Changes In Net Assets Or Fund Balances - Other DecreasesPostretiree healthcare costs other than = -$1356000
Part X Balance Sheet, line 13Fraternity mortgage $110,000 CostBison Ventures, Inc. $45,000 CostBucknell Real Estate, Inc. $433,814 CostAccumulated deficit in 100% owned subsidiaries (Bison Venture, Inc. and Bucknell Real Estate Inc.) ($2,500,694) Cost ____________Investments-program related ($1,911,880)

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Bucknell Real Estate IncBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 Moore AvenueAddressLine1
CityLewisburgCity
StatePAState
ZIP Code17837ZIPCode
FieldValueIRS element (for citing)
EIN273576298EIN
Primary ActivitiesReal Estate Property ManagementPrimaryActivitiesTxt
Legal Domicile StatePALegalDomicileStateCd
Exempt Code Section501 (c) (2)ExemptCodeSectionTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Bucknell UniversityBusinessNameLine1
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (13 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Entity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
Bison Ventures Inc
701 Moore AveLewisburgPA17837264730096Bookstore OperationsPABucknell UniversityC-$162,294-$73,8851.00000Yes (true)
Charitable remaind trusts 43
1 Dent Dr Bucknell UniversityLewisburgPA17837Support Bucknell UniversityPATrustfalseN/A
Charitable lead trusts 2
1 Dent Dr Bucknell UniversityLewisburgPA17837Support Bucknell UniversityPATrustfalseN/A
Pooled income funds 3
1 Dent Dr Bucknell UniversityLewisburgPA17837Support Bucknell UniversityPATrustfalseN/A
Funds held trust by others 1
201 Milan Pkwy - 2nd FloorBirminghamAL35211Support Bucknell UniversityALTrustfalseN/A
Funds held trust by others 1
PO Box 4655AtlantaGA30302Support Bucknell UniversityCOTrustfalseN/A
Funds held trust by others 1
1201 Market St Suite 2000WilmingtonDE19801Support Bucknell UniversityDETrustfalseN/A
Funds held trust by others 1
2801 Buick-Cadillac BlvdBloomingtonIN47401Support Bucknell UniversityINTrustfalseN/A
Funds held trust by others 1
4967 Tens Oaks RoadDaytonMD21036Support Bucknell UniversityMDTrustfalseN/A
Funds held trust by others 1
One West Fourth Street 2nd FloorWinstonSalemNC27101Support Bucknell UniversityNCTrustfalseN/A
Funds held trust by others 1
PO Box 1377BuffaloNY14240Support Bucknell UniversityNYTrustfalseN/A
Funds held trust by others 1
PO Box 1558ColumbusOH43216Support Bucknell UniversityOHTrustfalseN/A
Funds held trust by others 1
1712 Glenbrook AveLancasterPA17603Support Bucknell UniversityPATrustfalseN/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Bucknell Real Estate Inc
a$121,092Estimated FMV
Bucknell Real Estate Inc
k$177,000Estimated FMV
Bison Ventures Inc
l$117,511Estimated FMV

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceForm 990, Schedule R, Part V, 1(a)FormAndLineReferenceDesc
ExplanationAs part of a New Markets Tax Credit project in Lewisburg, PA, Bucknell University loaned $12,022,694 in December 2010 to an entity controlled by Wells Fargo Community Investment Holdings, LLC. That entity then loaned the $12,022,694 (loan A) and an additional $4,167,306 (loan B) to Wells Fargo Community Development Enterprises 7, LLC, which in turn loaned those funds to Bucknell Real Estate, Inc. in December 2010. The funds were used for the acquisition and improvement of certain properties in Lewisburg, PA.The loans require interest payable quarterly at 1.01% with principal payments beginning April 1, 2018 through January 1, 2046. Interest paid to Bucknell University relating to loan A was $121,092 for the year ended June 30, 2014.ExplanationTxt