2015-05-11T11:10:06-07:00 2014-06-30 990 2013-07-01 240772407 Bucknell University BUCK 5705773811 Marts Hall Lewisburg PA 17837 David J Surgala VP-Finance & Admin 2015-05-11 2013 2016-03-07 17:11:31Z John C Bravman 219 Marts Hall Bucknell Univ Lewisburg PA 17837 478492185 false false X www.bucknell.edu X 1846 PA Bucknell is a unique national university where liberal arts and professional programs complement each other. 32 29 3539 2638 461659 -904153 38182907 35731430 190706784 197869085 16924786 17894962 5339271 5290030 251153748 256785507 47935433 50125971 0 118388218 124735526 0 10669264 76319434 76782134 242643085 251643631 8510663 5141876 1060110807 1154472235 175630024 177060516 884480783 977411719 X Bucknell 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 a false false 126866904 50125971 165546895 Instruction - the expenses of instructional departments and programs 36242823 2388386 Student Services - the expenses of activities and services that indirectly support the educational programs such as library services and athletics/recreation 26870852 Academic Support - the expenses of activities and services that directly support instruction 25655897 36085068 215636476 true true false true false false false true false true true true false false true true false true true true true false true false false false false false true true true false false false false false true false false true true true true false false false true true true true false true X 3965 0 true 3539 true true true OC false false false true true false 0 false false false false false false false false false false X 32 29 true false false false false false false true true false false true true true true true true true false false X David J Surgala 5705773811 217 Marts Hall Bucknell University Lewisburg PA 17837 Kenneth W Freeman Chairman 1.00 0.00 X X 0 0 0 J Randall MacDonald Vice Chair/Secr 1.00 0.00 X X 0 0 0 Nancy B Prial Vice Chair 1.00 0.00 X X 0 0 0 John E Bachman Trustee 1.00 0.00 X 0 0 0 Susan Baird Trustee 1.00 0.00 X 0 0 0 Ronald L Benjamin Trustee 1.00 0.00 X 0 0 0 Charles W Berger Trustee 1.00 0.00 X 0 0 0 Juanita Ora Luckett Brown Trustee 1.00 0.00 X 0 0 0 Ellen Q Bush Trustee 1.00 0.00 X 0 0 0 Harriet Edelman Trustee 1.00 0.00 X 0 0 0 Jane Taylor Elfers Trustee 1.00 0.00 X 0 0 0 Michael E Flowers Trustee 1.00 0.00 X 0 0 0 Robert J Gamgort Trustee 1.00 0.00 X 0 0 0 Peter C Gerhard Trustee 1.00 0.00 X 0 0 0 Susan Ginkel Trustee 1.00 0.00 X 0 0 0 Eugene Gorab Trustee 1.00 0.00 X 0 0 0 Kirsten Heinemann Trustee 1.00 0.00 X 0 0 0 Stephen P Holmes Trustee 1.00 0.00 X 0 0 0 Marlene A Hurd Trustee 1.00 0.00 X 0 0 0 Laura A Kinney Trustee 1.00 0.00 X 0 0 0 Lawrence S Klock Trustee 1.00 0.00 X 0 0 0 David Maurrasse Trustee 1.00 0.00 X 0 0 0 Craig D Mills Trustee 1.00 0.00 X 0 0 0 William B Morrow Jr Trustee 1.00 0.00 X 0 0 0 Christoper J O'Brien Trustee 1.00 0.00 X 0 0 0 Daniel R Richards Trustee 1.00 0.00 X 0 0 0 David T Scadden Trustee 1.00 0.00 X 0 0 0 Frank K Schoeneman Trustee 1.00 0.00 X 0 0 0 Glenn D Steele Jr Trustee 1.00 0.00 X 0 0 0 Christopher B Sullivan Trustee 1.00 0.00 X 0 0 0 C Alan Walker Trustee 1.00 0.00 X 0 0 0 John C Bravman President 40.00 0.00 X X 645159 0 175328 Michael A Smyer Provost 40.00 0.00 X 312443 0 61189 David J Surgala VP-Fin & Adm 40.00 0.10 X 302406 0 37432 Scott G Rosevear VP-Dev & Alum 40.00 0.00 X 330847 0 42796 Peter F Mackey VP-Comm 40.00 0.00 X 220467 0 41922 William T Conley VP-Enrollment 40.00 0.00 X 237245 0 43529 Param S Bedi VP-Library & IT 40.00 0.00 X 211698 0 24270 Amy C Foerster General Counsel 40.00 0.00 X 241309 0 6371 Carol M Kennedy Secretary 40.00 0.00 X 105884 0 17804 Dennis W Swank AVP-Finance 40.00 0.10 X 176305 0 47967 Dennis W Hawley AVP-Facilities 40.00 0.00 X 160108 0 35898 Pierre D Joanis AVP-Human Res 40.00 0.00 X 0 0 0 Michael S Cover Treas/Controll 40.00 0.10 X 178915 0 25988 Christopher D Brown Invstmt Officer 40.00 0.00 X 250555 0 48569 Kathleen Graham AVP-Development 40.00 0.00 X 170060 0 17304 Wayne Bromfield SrLegal Advisor 40.00 0.00 X 207307 0 14230 John P Hardt Director of Athletics 40.00 0.00 X 221534 0 69255 Keith W Buffinton Dean-Engineering 40.00 0.00 X 190210 0 68885 George C Shields Dean-Arts and Sciences 40.00 0.00 X 185543 0 43244 David R Paulsen Coach Men's Basket 40.00 0.00 X 258382 0 55834 Joseph G Susan Jr Coach Football 40.00 0.00 X 183465 0 33638 Michael J Prince Professor 40.00 0.00 X 168009 0 50086 James P Rice Assoc. Provost 40.00 0.00 X 173794 0 29985 Elton G McGoun Professor 40.00 0.00 X 158005 0 32371 James G Orbison Former Dean-Engineering 40.00 0.00 X 169894 0 23391 5459544 1047286 160 true true false Zartman Construction Inc 3000 Pt Township Northumberland PA 17857 Construction 10371801 Parkhurst Dining Service PO BOX 644091 Pittsburgh PA 15264 Food Management 9357996 T-Ross Brothers Construction Inc Rts 147 45 Montandon PA 17850 Construction 1469393 Einhorn Yaffee Prescott 257 Fuller Rd 1st Floor Albany NY 12203 Architectural Design 1284369 DN Tanks 410 East Trinity Blvd Grand Prairie TX 75050 Construction 1067800 48 3887018 31844412 5200749 35731430 Golf Course 713910 744238 744238 Related Auxiliary Svcs 611710 547783 547783 Residence Halls & Dining 611710 30451514 30451514 Summer Conferences 721000 578655 578655 Tuition & Fees 611710 165546895 165546895 197869085 10185956 10185956 0 0 1 1 1 1 229415684 221706678 7709006 7709006 7709006 0 0 0 Athletics Related Revenue 611710 2388386 2388386 Other Auxiliary Revenue 611710 3762877 3762877 Sponsorship/Advertising 900099 84773 84773 -946007 -946007 5290029 256785507 202697456 461659 17894962 0 43234625 43234625 6891346 6891346 0 4997271 1374133 3414569 208569 576197 541846 34351 86162358 73198833 8614488 4349037 7162796 6072331 732220 358245 19534352 16283970 2257040 993342 6302552 5182823 803939 315790 0 179529 8680 160693 10156 210169 210169 121379 121379 0 1517062 1517062 20921425 16336815 2824537 1760073 280382 116482 163900 11973071 9896442 1385344 691285 2523062 2329232 139831 53999 0 358236 329510 28726 7603710 5439275 1128872 1035563 0 0 1613818 1570864 42954 0 16543199 15672708 391615 478876 1231411 1182121 49290 Utilities & fuel 5683857 5580197 55355 48305 Other Repair and Maintenance 5151519 4612156 488834 50529 Miscellaneous 666231 595557 54434 16240 Real Estate Taxes 204074 169311 18932 15831 0 -982781 776662 206119 251643631 215636476 25337891 10669264 X 12435960 9078845 37431852 52135898 24477382 24984562 2977803 2994079 66737 56710 2834 4110 17042583 16719206 118454 100032 3051416 2042640 538169816 274832094 256136374 263337722 299889208 341130498 399716252 443799813 6763952 -1911880 0 0 1060110807 1154472235 102026582 107427625 9755423 8743199 59080166 55872787 841590 809262 3926263 4207643 175630024 177060516 X 394290033 431752949 258304407 293095235 231886343 252563535 884480783 977411719 1060110807 1154472235 X 5141876 88349373 -560313 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false true false false false false true 121379 false false 121379 false false X X X false 666562298 18442177 101823170 11392920 23543049 978895 750912781 599215781 31554185 68641181 10496884 21435413 916552 666562298 575367497 66230490 -12209443 9290945 19356382 1525436 599215781 491465001 11988657 101254368 10168719 17662912 1538899 575337496 442825991 12053400 65662489 9243533 18438702 1364645 491495000 0.35420 0.30850 0.33730 true false false 5204386 5204386 346847467 122763450 224084017 124713799 110832440 13881359 61404164 41236204 20167960 263337722 406492649 F 443799813 Bison Ventures, Inc 45000 F Fraternity Mortgages 110000 C Bucknell Real Estate, Inc. 433814 F Equity in subsidiaries earnings (loss) -2500694 F Capital Lease Payable 1435594 Funds held for others 1463683 Funds held for student organizations 1308366 4207643 X Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o As 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 Footnote The 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. true true true true true true true false false false false false false false false true false true Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental Agency Bucknell University receives research grants and contracts from various governmental agencies as well as funds for student aid. Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized The 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 true Central America 0 0 Scholarships 154636 East Asia and the Pacific 0 0 Scholarships 1965095 Europe 0 0 Scholarships 2042292 Middle East/Nrth Africa 0 0 Scholarships 66428 North America 0 0 Scholarships 166229 Russia and Ind. States 0 0 Scholarships 432515 South America 0 0 Scholarships 364487 South Asia 0 0 Scholarships 634642 Sub-Saharan Africa 0 0 Scholarships 1065022 Central America 0 0 Program Services Study Abroad Prg 136101 Europe 3 3 Program Services Study Abroad Prg 1424170 East Asia and the Pacific 0 0 Program Services Study Abroad Prg 177899 Sub-Saharan Africa 0 0 Program Services Study Abroad Prg 98985 Central America 0 0 Program Sevices Student Philanthropy 44944 Central America 0 0 Program Services Academic & Related 3761 East Asia and the Pacific 0 0 Program Services Academic and Related 88352 Europe 0 0 Program Services Academic and Related 184532 Middle East/Nrth Africa 0 0 Program Services Academic and Related 3281 North America 0 0 Program Services Academic and Related 10463 Russia 0 0 Program Services Academic and Related 1173 South America 0 0 Program Services Academic and Related 10705 Sub-Saharan Africa 0 0 Program Services Academic and Related 35429 Central America 0 0 Investments 173084866 3 3 3 3 9050090 173145917 182196007 Scholarships to Non-US Citizens Central America 2 112186 Financial Aid FMV Scholarships to Non-US Citizens East Asia/Pacific 74 1588881 Financial Aid FMV Scholarships to Non-US Citizens Europe 37 1234649 Financial Aid FMV Scholarships to Non-US Citizens Mid East/Nrth Africa 1 66428 Financial Aid FMV Scholarships to Non-US Citizens North America 4 166229 Financial Aid FMV Scholarships to Non-US Citizens Russia/Ind. States 10 422365 Financial Aid FMV Scholarships to Non-US Citizens South America 9 327537 Financial Aid FMV Scholarships to Non-US Citizens South Asia 15 634642 Financial Aid FMV Scholarships to Non-US Citizens Sub-Saharan Africa 25 990766 Financial Aid FMV Scholarships-BU Students Abroad Central America 2 42450 Financial Aid FMV Scholarships-BU Students Abroad East Asia/Pacific 33 376214 Financial Aid FMV Scholarships-BU Students Abroad Europe 72 807643 Financial Aid FMV Scholarships-BU Students Abroad Russia/Ind. States 1 10150 Financial Aid FMV Scholarships-BU Students Abroad South America 4 36950 Financial Aid FMV Scholarships-BU Students Abroad Sub-Saharan Africa 6 74256 Financial Aid FMV true false true true true false Part I, Line 2 - Grantmakers Explanation For Monitoring Use of Funds Outside US The 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. true 0 0 Scholarships to Attend BU 1671 43234625 FMV Account Credit Grantmaker's Description of How Grants are Used The 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. X X X X X X true true X X X X X false true false false false false false false false false Amy C Foerster General Counsel 241309 6371 247680 Christopher D Brown Invstmt Officer 250555 25500 23069 299124 David J Surgala VP-Fin & Adm 294986 7420 25500 11932 339838 David R Paulsen Coach Men's Basket 253791 4591 24690 31144 314216 Dennis W Hawley AVP-Facilities 160083 25 17160 18738 196006 Dennis W Swank AVP-Finance 174160 2145 18300 29667 224272 Elton G McGoun Professor 158005 16518 15853 190376 George C Shields Dean-Arts and Sciences 180154 5389 19246 23998 228787 James G Orbison Former Dean-Engineering 169894 14995 8396 193285 James P Rice Assoc. Provost 173794 18024 11961 203779 John C Bravman President 584133 50000 11026 122929 52399 820487 John P Hardt Director of Athletics 215334 6200 22511 46744 290789 Joseph G Susan Jr Coach Football 179173 4292 18684 14954 217103 Kathleen Graham AVP-Development 170010 50 17001 303 187364 Keith W Buffinton Dean-Engineering 190110 100 19786 49099 259095 Michael A Smyer Provost 289209 23234 25500 35689 373632 Michael J Prince Professor 168009 12810 37276 218095 Michael S Cover Treas/Controll 178915 18300 7688 204903 Param S Bedi VP-Library & IT 210324 1374 21300 2970 235968 Peter F Mackey VP-Comm 195092 25375 20700 21222 262389 Scott G Rosevear VP-Dev & Alum 284241 36062 10544 25500 17296 373643 Wayne Bromfield SrLegal Advisor 205354 1953 14075 155 221537 William T Conley VP-Enrollment 212745 22000 2500 22400 21129 280774 Part I, Line 1a: Relevant information in regards to selections on 1a. FIRST 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. A Union County Higher Educational Facilities Financing Auth 232228275 906459EL2 2010-04-07 13685672 Refunded 1996 & 1998 bonds false false false B Union County Higher Educa 232228275 906459EX6 2012-04-12 29994932 construction of academic facil false false false C Union County Higher Educa 232228275 906459FH0 2013-04-04 17294121 Refunded 2002A bonds false false false A 6795000 13685672 13496044 189628 true false true true B 29994932 275873 29719059 2014 false false false true C 300000 17294121 17120949 173172 true false true true B false false false false false false true A true false false false true B true false false false true C true false false false true A true B true C true M Smyer Officer Relocation Loan X 111668 53509 false false true John Hardt Key Emp Staff Loan X 5000 3201 false false true Carole M Bourgeacq-Hardt KEFamily Staff Loan X 5000 4110 false false true 60820 Wendelin J Wright Spouse-Pres 120394 employment false Christine M Buffinton Spouse-Key Employ 93969 employment false Carole M Bourgeacq-Hardt Spouse-Key Emplo 34351 employment false Eric A Kennedy Spouse-Offic 126926 employment false Geisinger Health Plan See Part V 4177475 See Part V false Schedule L, Part V Supplemental Information Part 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. X 6 X 1 X X 135 5200749 FMV X 3 X Supplies 32 X Education Equip 2 X Athletic Equip 2 X Education Fees 1 3 false true false Part I, Line 33, Revenues Not Reported As 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. Form 990, Part III, Line 4d: Other Program Services Description OTHER 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, Et The 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 Process An 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 Conflicts All 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 Management The 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 Employees The 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 Available The University has audited financial statements available on the University's Finance Office website. Other Changes In Net Assets Or Fund Balances - Other Increases Change in pledge receivable = $795687 Other Changes In Net Assets Or Fund Balances - Other Decreases Postretiree healthcare costs other than = -$1356000 Part X Balance Sheet, line 13 Fraternity 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) Bucknell Real Estate Inc 701 Moore Avenue Lewisburg PA 17837 273576298 Real Estate Property Management PA 501 (c) (2) Bucknell University true Bison Ventures Inc 701 Moore Ave Lewisburg PA 17837 264730096 Bookstore Operations PA Bucknell University C -162294 -73885 1.00000 true Charitable remaind trusts 43 1 Dent Dr Bucknell University Lewisburg PA 17837 Support Bucknell University PA N/A Trust false Charitable lead trusts 2 1 Dent Dr Bucknell University Lewisburg PA 17837 Support Bucknell University PA N/A Trust false Pooled income funds 3 1 Dent Dr Bucknell University Lewisburg PA 17837 Support Bucknell University PA N/A Trust false Funds held trust by others 1 201 Milan Pkwy - 2nd Floor Birmingham AL 35211 Support Bucknell University AL N/A Trust false Funds held trust by others 1 PO Box 4655 Atlanta GA 30302 Support Bucknell University CO N/A Trust false Funds held trust by others 1 1201 Market St Suite 2000 Wilmington DE 19801 Support Bucknell University DE N/A Trust false Funds held trust by others 1 2801 Buick-Cadillac Blvd Bloomington IN 47401 Support Bucknell University IN N/A Trust false Funds held trust by others 1 4967 Tens Oaks Road Dayton MD 21036 Support Bucknell University MD N/A Trust false Funds held trust by others 1 One West Fourth Street 2nd Floor WinstonSalem NC 27101 Support Bucknell University NC N/A Trust false Funds held trust by others 1 PO Box 1377 Buffalo NY 14240 Support Bucknell University NY N/A Trust false Funds held trust by others 1 PO Box 1558 Columbus OH 43216 Support Bucknell University OH N/A Trust false Funds held trust by others 1 1712 Glenbrook Ave Lancaster PA 17603 Support Bucknell University PA N/A Trust false true false false false false false false false false false true true false false false false true false false Bucknell Real Estate Inc a 121092 Estimated FMV Bucknell Real Estate Inc k 177000 Estimated FMV Bison Ventures Inc l 117511 Estimated FMV Form 990, Schedule R, Part V, 1(a) As 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.