TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (EIN 23-1352685)
Tax period: 2013-07-01 to 2014-06-30
Filed: 2015-05-13
IRS object ID: 201531339349302918
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

Field	Value	IRS element (for citing)
Return	2015-05-13T12:02:22-05:00	ReturnTs
Tax Period End	2014-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2001 MARKET ST SUITE 1700	AddressLine1
City	PHILADELPHIA	City
State	PA	State
ZIP Code	19103	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	231352685	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA	BusinessNameLine1

Field	Value	IRS element (for citing)
In Care Of	% LESLIE KRUHLY SECRETARY	InCareOfNm
Business Name Control	TRUS	BusinessNameControlTxt
Phone	2158988967	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3451 WALNUT STREET	AddressLine1
Address Line2	Suite ROOM 305	AddressLine2
City	PHILADELPHIA	City
State	PA	State
ZIP Code	191046284	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Steven Golding	PersonNm
Person Title	VP Finance & Treasurer	PersonTitleTxt
Phone	2158988967	PhoneNum
Signature	2015-05-05	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	antonio c russo director	PreparerPersonNm
PTIN	P00858539	PTIN
Phone	2158988967	PhoneNum
Preparation	2015-04-30	PreparationDt

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	STEPHEN GOLDING	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3451 WALNUT STREET	AddressLine1
City	PHILADLEPHIA	City
State	PA	State
ZIP Code	19104	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$14,446,125,092	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.UPENN.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1740	FormationYr
Legal Domicile State	PA	LegalDomicileStateCd
Activity Or Mission	THE PROVISION OF EDUCATION, RESEARCH, AND CHARITABLE PATIENT CARE SERVICES.	ActivityOrMissionDesc
Voting Members Governing Body	56	VotingMembersGoverningBodyCnt
Voting Members Independent	51	VotingMembersIndependentCnt
Total Employee	56003	TotalEmployeeCnt
Total Volunteers	32444	TotalVolunteersCnt
Total Gross UBI	$17,663,715	TotalGrossUBIAmt
PY Contributions Grants	$1,383,430,000	PYContributionsGrantsAmt
CY Contributions Grants	$1,311,611,000	CYContributionsGrantsAmt
PY Program Service Revenue	$3,798,355,449	PYProgramServiceRevenueAmt
CY Program Service Revenue	$3,984,621,205	CYProgramServiceRevenueAmt
PY Investment Income	$527,544,000	PYInvestmentIncomeAmt
CY Investment Income	$678,919,000	CYInvestmentIncomeAmt
PY Other Revenue	$79,991,551	PYOtherRevenueAmt
CY Other Revenue	$25,687,795	CYOtherRevenueAmt
PY Total Revenue	$5,789,321,000	PYTotalRevenueAmt
CY Total Revenue	$6,000,839,000	CYTotalRevenueAmt
PY Grants And Similar Paid	$365,186,480	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$386,622,822	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$2,798,099,000	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$2,869,301,000	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$642,697	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$667,000	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$86,437,002	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,841,890,823	PYOtherExpensesAmt
CY Other Expenses	$1,934,852,178	CYOtherExpensesAmt
PY Total Expenses	$5,005,819,000	PYTotalExpensesAmt
CY Total Expenses	$5,191,443,000	CYTotalExpensesAmt
PY Revenues Less Expenses	$783,502,000	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$809,396,000	CYRevenuesLessExpensesAmt
Total Assets BOY	$14,905,771,000	TotalAssetsBOYAmt
Total Assets EOY	$16,398,248,000	TotalAssetsEOYAmt
Total Liabilities BOY	$4,398,695,000	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$4,381,263,000	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$10,507,076,000	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$12,016,985,000	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") SEES ITSELF AS HAVING A PUBLIC SERVICE MISSION. IN SUCH REGARD, THE UNIVERSITY AIMS TO PROVIDE A RICH AND DIVERSE EDUCATIONAL ENVIRONMENT FOR ITS STUDENTS; TO PIONEER RESEARCH THAT PUSHES THE BOUNDARIES OF CURRENT HUMAN KNOWLEDGE; AND TO PROVIDE THE MOST CURRENT AND HIGHEST QUALITY PATIENT CARE THROUGH THE UNIVERSITY HEALTH SYSTEM.	MissionDesc
Significant New Program Srvc	Yes (true)	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$2,640,646,198	ExpenseAmt
Grant	$386,479,046	GrantAmt
Revenue	$1,616,920,205	RevenueAmt
Desc	THE UNIVERSITY OF PENNSYLVANIA ("PENN" OR THE "UNIVERSITY") IS THE OLDEST UNIVERSITY IN THE UNITED STATES. IT TRACES ITS ORIGINS BACK TO A CHARITY SCHOOL FOUNDED IN 1740 AND WAS CHARTERED AS A COLLEGE IN 1755, HOLDING ITS FIRST COMMENCEMENT FOR A GRADUATING CLASS OF SEVEN STUDENTS IN 1757. UPON THE ESTABLISHMENT OF ITS MEDICAL SCHOOL-THE FIRST IN AMERICA-IN 1765, PENN BECAME THE COUNTRY'S FIRST UNIVERSITY. FROM THESE EARLY AND MODEST BEGINNINGS, PENN HAS GROWN INTO ONE OF THE LEADING RESEARCH AND EDUCATIONAL INSTITUTIONS IN THE UNITED STATES AND IN THE WORLD. A NATIONAL LEADER IN ACADEMICALLY-BASED COMMUNITY SERVICE, THE UNIVERSITY AIMS TO PROVIDE A RICH AND DIVERSE EDUCATIONAL ENVIRONMENT FOR ITS STUDENTS; TO PIONEER RESEARCH THAT PUSHES THE BOUNDARIES OF CURRENT HUMAN KNOWLEDGE; AND TO PROVIDE THE MOST CURRENT AND HIGHEST QUALITY IN PATIENT CARE THROUGH THE UNIVERSITY HEALTH SYSTEM. IT IS HOME TO THE UNIVERSITY OF PENNSYLVANIA MUSEUM OF ARCHAEOLOGY AND ANTHROPOLOGY, THE INSTITUTE FOR CONTEMPORARY ART AND THE ANNENBERG CENTER FOR THE PERFORMING ARTS, ALL OF WHICH CONTRIBUTE VITALLY TO ENRICHING THE CULTURAL LIFE OF PHILADELPHIA. PENN IS ALSO A HIGHLY ACTIVE PARTICIPANT IN THE WEST PHILADELPHIA NEIGHBORHOOD THAT IS ITS HOME. I. EDUCATION PENN'S FIRM BELIEF THAT EXCELLENCE AND DIVERSITY GO HAND-IN-HAND IS EVIDENCED IN THEIR SELECTION OF STUDENTS FOR THE CLASS OF 2018. OF 35,866 STUDENTS WHO APPLIED, ONLY 3,718, OR 10.4 PERCENT, WERE OFFERED ADMISSION. FIFTY-TWO PERCENT OF THOSE WHO MATRICULATED ARE BLACK, ASIAN, HISPANIC, OR NATIVE AMERICAN. IN KEEPING WITH THE BELIEF THAT QUALITY AND DIVERSITY OF THE STUDENT BODY ADD TO THE RIGOR AND UNIQUENESS OF A PENN EDUCATION, THE UNIVERSITY HAS MADE INCREASING ACCESS ONE OF ITS HIGHEST PRIORITIES. TO ACHIEVE THIS END, PENN HAS COMMITTED ITSELF TO MEETING THE FULL FINANCIAL NEED OF UNDERGRADUATES WITH ALL-GRANT AID PACKAGES, EXPANDING THE PENN WORLD SCHOLARS PROGRAM, AND STRENGTHENING GRADUATE AND PROFESSIONAL FINANCIAL AID. http://www.sfs.upenn.edu/paying/paying-pro.htm IN FY 14, THE AVERAGE UNIVERSITY GRANT-AIDED FRESHMAN AID PACKAGE WAS $44,297, AN INCREASE OF 3.5% OVER THE PREVIOUS YEAR AND 31.8% OVER THE AVERAGE AID PACKAGE OF $33,608 IN FY 08, THE YEAR THE ALL-GRANT POLICY WAS ANNOUNCED. UNDERGRADUATE AND GRADUATE FINANCIAL AID GRANTS AND SCHOLARSHIPS TOTALED $294.6 MILLION IN FY 14, WHICH CONSTITUTED A $14.4 MILLION, OR 5.2%, INCREASE FROM THE PRIOR FISCAL YEAR. SPURRED BY SUCCESSFUL FUNDRAISING EFFORTS, THE UNIVERSITY WAS ALSO ABLE TO INCREASE FINANCIAL AID TO GRADUATE AND PROFESSIONAL STUDENTS: APPROXIMATELY 7,800 OF THESE MEMBERS OF THE PENN COMMUNITY FUNDED PART OR ALL OF THEIR EDUCATION FROM FINANCIAL AID, RECEIVING $174.5 MILLION IN GRANTS, $205.8 IN EDUCATIONAL LOANS, AND $2.3 MILLION IN WORK-STUDY PROGRAMS. http://www.finance.upenn.edu/vpfinance/annualrpt/index.shtml RANKED EIGHTH AMONG ALL NATIONAL UNIVERSITIES BY U.S. NEWS & WORLD REPORT, PENN IS CONSISTENTLY RECOGNIZED FOR HAVING SOME OF THE TOP ACADEMIC PROGRAMS IN THE COUNTRY. IN FY 14, PENNS WHARTON SCHOOL EARNED A #1 BUSINESS SCHOOL RANKING, WITH PERELMAN SCHOOL OF MEDICINE RANKED 4TH AND PENNS GRADUATE SCHOOL OF EDUCATION, 5TH. PENN LAW RANKED AMONG AMERICAS BEST (#7) AND MOST DIVERSE LAW SCHOOLS. II. RESEARCH ONE MEASURE OF EXCELLENCE FOR THE RESEARCH AND ACADEMIC STUDIES CONDUCTED AT PENN IS THE NUMEROUS PRESTIGIOUS AWARDS THAT HAVE BEEN CONFERRED ON PENN FACULTY. THE FACULTY, ACTIVE AND EMERITI, INCLUDES 84 MEMBERS OF THE ACADEMY OF ARTS AND SCIENCES, 81 MEMBERS OF THE INSTITUTE OF MEDICINE, 334 MEMBERS OF THE NATIONAL ACADEMY OF SCIENCES, 31 MEMBERS OF THE AMERICAN PHILOSOPHICAL SOCIETY, 175 GUGGENHEIM FELLOWS, AND 12 MEMBERS OF THE NATIONAL ACADEMY OF ENGINEERING. OVER THE PAST TWO DECADES, PENN HAS BEEN HOME TO 7 MACARTHUR AWARD RECIPIENTS, 5 NATIONAL MEDAL OF SCIENCE RECIPIENTS, 4 NOBEL PRIZE RECIPIENTS, AND 5 PULITZER PRIZE RECIPIENTS. WITH 100 RESEARCH CENTERS AND INSTITUTES, RESEARCH IS A SUBSTANTIAL AND ESTEEMED ENTERPRISE AT PENN. AS OF FY 14, THE RESEARCH COMMUNITY INCLUDES OVER 4,300 FACULTY, MORE THAN 1,100 POSTDOCTORAL FELLOWS, OVER 5,400 ACADEMIC SUPPORT STAFF AND GRADUATE STUDENT TRAINEES, AND A RESEARCH BUDGET OF $899 MILLION. RESEARCH GRANTS WON BY PENN FACULTY MAKE IT ONE OF THE HIGHEST RANKED RESEARCH UNIVERSITIES IN THE COUNTRY. III. PUBLIC SERVICE MISSION THE MISSION OF SERVING THE PUBLIC IS ONE OF PENN'S HIGHEST PRIORITIES AND IS EXEMPLIFIED BY NUMEROUS UNIVERSITY PROGRAMS. PENN'S NETTER CENTER FOR COMMUNITY PARTNERSHIPS IS THE UNIVERSITY'S PRIMARY VEHICLE FOR IMPLEMENTING THIS PROGRAMMING. A MODEL OF COMMUNITY SERVICE, THE NETTER CENTER HAS HELPED DEVELOP UNIVERSITY-ASSISTED COMMUNITY SCHOOLS WHERE PENN STUDENTS AND FACULTY PROVIDE INSTRUCTION, SUPPORT, AND PARTNERSHIP BY EDUCATING, EMPOWERING, AND SERVING ALL MEMBERS OF THE COMMUNITY IN WHICH THE SCHOOL IS LOCATED. WORKING WITH LOCAL SCHOOL COMMUNITIES IN THIS WAY ALSO HELPS PENN ADVANCE ITS TEACHING, RESEARCH, AND SERVICE MISSIONS AND THE CIVIC DEVELOPMENT OF ITS STUDENTS. IN FY 14, THE NETTER CENTER'S UNIVERSITY-ASSISTED COMMUNITY SCHOOL PROGRAMS SERVED APPROXIMATELY 3,000 K-12 YOUTH AND THEIR FAMILIES IN WEST PHILADELPHIA AND WAS CREDITED WITH VISIBLE IMPROVEMENTS IN ACADEMIC PERFORMANCE, ATTENDANCE, AND STUDENT AND PARENTAL INVOLVEMENT AT THE COMMUNITY SCHOOLS. RUN BY THE NETTER CENTER, THE DR. BERNETT L. JOHNSON, JR. SAYRE HEALTH CENTER (SHC) IS BASED AT SAYRE HIGH SCHOOL, A PUBLIC SCHOOL IN WEST PHILADELPHIA THAT ENROLLS PREDOMINATELY LOW-INCOME AFRICAN-AMERICAN STUDENTS. IT IS A FEDERALLY-QUALIFIED HEALTH CENTER OFFERING COMPREHENSIVE HEALTH-CARE SERVICES TO THE ENTIRE COMMUNITY. SHC PROVIDES CLINICAL SERVICES TO COMMUNITY RESIDENTS AND EDUCATIONAL OPPORTUNITIES FOR HIGH SCHOOL, UNDERGRADUATE, AND GRADUATE STUDENTS: PENN MEDICAL STUDENTS ROTATE AT SHC AND PENN PHYSICIANS AND RESIDENTS PROVIDE PATIENT CARE. OUR RESIDENTS AND MEDICAL STUDENTS TEACH SAYRE STUDENTS SCIENCE AND HEALTH TOPICS, WITH A GOAL OF RECRUITING MORE MINORITIES TO THE MEDICAL FIELD. STUDENTS FROM ACROSS THE UNIVERSITY VOLUNTEER THEIR SERVICES THERE, AS WELL, INCLUDING PENN'S SCHOOLS OF NURSING, DENTAL MEDICINE, SOCIAL POLICY AND PRACTICE, ARTS AND SCIENCES, AND EDUCATION. SAYRE OFFERS ADDITIONAL SCHOOL DAY ACADEMIC ENRICHMENT, AFTER-SCHOOL PROGRAMS, NUTRITION CLASSES AND A SCHOOL-BASED GARDEN, COLLEGE ACCESS AND CAREER READINESS PROGRAMMING, YOUTH INTERNSHIPS, AND PEER HEALTH EDUCATION. ANOTHER ONE OF THE NETTER CENTER'S PROGRAMS IS THE AGATSTON URBAN NUTRITION INITIATIVE (AUNI), WHICH WORKS TO IMPROVE COMMUNITY NUTRITION AND HEALTH- PARTICULARLY IN THE AREAS OF OBESITY, POOR NUTRITION, AND RELATED DISEASES- BY DEVELOPING AND IMPLEMENTING A COMPREHENSIVE SET OF ACTIVITIES IN TARGETED NEIGHBORHOODS. WHILE AUNI'S EMPHASIS IS ON WEST PHILADELPHIA, IT PROVIDES NUTRITION EDUCATION FOR MORE THAN 10,000 STUDENTS AT 27 PUBLIC SCHOOLS ACROSS PHILADELPHIA. IN TOTAL, AN ESTIMATED 13,000 UNIVERSITY STUDENTS, FACULTY AND STAFF PARTICIPATE IN MORE THAN 300 PENN VOLUNTEER AND COMMUNITY SERVICE PROGRAMS EACH YEAR. IN FY 14, THE NETTER CENTER ENGAGED APPROXIMATELY 1,800 PENN UNDERGRADUATE AND GRADUATE STUDENTS THROUGH 65 ACADEMICALLY-BASED COMMUNITY SERVICE COURSES (OFFERED ACROSS 9 PENN SCHOOLS AND 25 DEPARTMENTS), 400 STUDENTS THROUGH COMMUNITY SERVICE FEDERAL WORK-STUDY AND PAID ACADEMIC INTERNSHIPS, AND 200 STUDENT VOLUNTEERS. THROUGH ITS VOLUNTEERS IN PUBLIC SERVICE PROGRAM (PENN VIPS), IT ENGAGED AN ESTIMATED 3,500 FACULTY, STAFF, AND ALUMNI VOLUNTEERS IN A WIDE VARIETY OF COMMUNITY SERVICE INITIATIVES. ADDITIONAL COMMUNITY SERVICE INITIATIVES AT PENN ARE COORDINATED BY THE CIVIC HOUSE, PENN'S HUB FOR STUDENT-LED COMMUNITY SERVICE AND SOCIAL ADVOCACY WORK THAT HAS OVER 2,500 STUDENT VOLUNTEERS EACH YEAR, AND THE ROBERT A. FOX LEADERSHIP PROGRAM, WHICH HAS SPONSORED NEARLY 250 FUNDED RESEARCH AND SERVICE FELLOWSHIPS FOR PENN UNDERGRADUATES AND RECENT ALUMNI IN RECENT YEARS. FOR 16 YEARS, THE SCHOOL OF NURSING'S LIVING INDEPENDENTLY FOR ELDERS (LIFE) PROGRAM HAS PROVIDED NURSING, MEDICAL, AND REHABILITATIVE CARE THAT HAS ENABLED MORE THAN 1,100 LOCAL SENIORS TO LIVE INDEPENDENTLY. AT THE SCHOOL OF VETERINARY MEDICINE, STUDENTS ROUTINELY TAKE COMPANION DOGS TO VISIT GUESTS AT THE PHILADELPHIA RONALD MCDONALD HOUSE TO COMFORT SICK CHILDREN AND THEIR FAMILIES SEEKING MEDICAL TREATMENT AT WEST PHILADELPHIA AREA HOSPITALS. THROUGH ITS CULTURAL INSTITUTIONS, THE UNIVERSITY OF PENNSYLVANIA MUSEUM OF ARCHAEOLOGY AND ANTHROPOLOGY, THE INSTITUTE OF CONTEMPORARY ART, AND THE ANNENBERG CENTER FOR THE PERFORMING ARTS, PENN OFFERS CULTURAL ENRICHMENT AND EDUCATION TO THE ENTIRE REGION, WITH EXHIBITS, PROGRAMS AND EVENTS THAT SPAN THE ENTIRE RANGE OF HUMAN HISTORY AND EVENTS. PENN HAS CALLED WEST PHILADELPHIA HOME SINCE 1874, AND IS STRONGLY COMMITTED TO MAKING THIS PART OF THE CITY A MORE ATTRACTIVE PLACE TO LIVE AND WORK. TOWARDS THIS END, THE UNIVERSITY PURCHASES GOODS AND SERVICES FROM LOCA	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$1,986,119,266	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$2,369,314,000	RevenueAmt
Desc	IV. PATIENT CARE THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA ("HUP"), THE FLAGSHIP OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM'S FOUR HOSPITALS, WAS ESTABLISHED IN 1874 AS A TEACHING HOSPITAL TO COMPLEMENT THE MEDICAL EDUCATION RECEIVED BY STUDENTS AT THE UNIVERSITY OF PENNSYLVANIA'S MEDICAL SCHOOL, THE PERELMAN SCHOOL OF MEDICINE. IT HAS 18 CLINICAL DEPARTMENTS AND PROVIDES TRAINING IN MORE THAN 40 CLINICAL SPECIALTIES. MAJOR AREAS OF INVESTIGATION INCLUDE HEART DISEASE, CANCER, AND DISEASES OF AGING INCLUDING ALZHEIMER'S DISEASE, WOMEN'S HEALTH, DIABETES AND OBESITY. THE HEALTH SYSTEM, WITH 1,893 LICENSED HOSPITAL BEDS, IS A VALUED HEALTH-CARE RESOURCE, ESPECIALLY TO PEOPLE RESIDING IN THE GREATER PHILADELPHIA AREA. DURING THE COURSE OF A YEAR, IT ADMITS 84,000 PATIENTS AND ACCOUNTS FOR OVER 2.8 MILLION OUTPATIENT VISITS, MORE THAN 179,000 EMERGENCY ROOM VISITS AND MORE THAN 9,000 BIRTHS. HUP IS THE ONLY HOSPITAL IN THIS AREA THAT PERFORMS TRANSPLANTS OF ALL MAJOR ORGANS. PENN MEDICINE'S LEVEL 1 TRAUMA CENTER, WHICH OPERATES AROUND THE CLOCK TO CARE FOR PATIENTS WHO HAVE BEEN CRITICALLY INJURED IN CAR ACCIDENTS, FALLS, AND THROUGH BLUNT AND PENETRATING TRAUMAS, IS NOW LOCATED AT PENN PRESBYTERIAN MEDICAL CENTER. THE CENTER CARES FOR MORE THAN 2,100 PATIENTS ANNUALLY, SEVERAL HUNDRED OF WHOM ARE TRANSFERRED FROM OTHER HOSPITALS VIA THE FLEET OF PENNSTAR MEDICAL HELICOPTERS AND GROUND AMBULANCES. BOTH HUP AND PENN PRESBYTERIAN MEDICAL CENTER ALSO CARE FOR A LARGE NUMBER OF PATIENTS WHO ARE TRANSFERRED HERE WITH TIME-SENSITIVE CARDIAC AND SURGICAL EMERGENCIES. IN KEEPING WITH ITS CHARITABLE PURPOSE, THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (UPHS) (WHICH INCLUDES THE HUP AND CLINICAL PRACTICES OF THE UNIVERSITY OF PENNSYLVANIA (CPUP) DIVISIONS OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA), AS WELL AS CERTAIN AFFILIATES, ACCEPTS PATIENTS IN SERIOUS NEED OF MEDICAL CARE REGARDLESS OF THEIR FINANCIAL STATUS. THIS DEFINITION INCLUDES THOSE PATIENTS SUFFERING FROM A MEDICAL CONDITION MANIFESTING ITSELF BY ACUTE SYMPTOMS OF SUFFICIENT SEVERITY (INCLUDING SEVERE PAIN) SUCH THAT THE ABSENCE OF IMMEDIATE MEDICAL ATTENTION COULD REASONABLY BE EXPECTED TO RESULT IN (1) PLACING THE HEALTH OF THE INDIVIDUAL (OR, WITH RESPECT TO A PREGNANT WOMAN, THE HEALTH OF THE WOMAN OR HER UNBORN CHILD) IN SERIOUS JEOPARDY, OR (2) SERIOUS IMPAIRMENT TO BODILY FUNCTIONS. UPHS ALSO PROVIDES CARE TO PATIENTS WHO DO NOT HAVE HEALTH INSURANCE OR MEET THE CRITERIA TO QUALIFY FOR ITS CHARITY CARE POLICY, AND CERTAIN AMOUNTS CHARGED FOR SUCH SERVICES ARE DEEMED TO BE UNCOLLECTIBLE. UPHS MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF CHARITY CARE THEY PROVIDE. THESE RECORDS INCLUDE THE AMOUNT OF PAYMENT FORGONE, BASED ON ESTABLISHED RATES, FOR SERVICES AND SUPPLIES FURNISHED UNDER ITS CHARITY CARE POLICY. UPHS ESTIMATED PROVIDING CARE TO CHARITY PATIENTS TOTALING $10,680,000 AND $8,530,000 DURING FISCAL YEAR 2014 AND FISCAL YEAR 2013, RESPECTIVELY, FROM PROVIDING SERVICES TO CHARITY PATIENTS. THE ESTIMATED COSTS OF PROVIDING CHARITY SERVICES ARE BASED ON DATA DERIVED FROM A COMBINATION OF THE UPHS' COST ACCOUNTING SYSTEM AND THE RATIO OF COSTS TO CHARGES. UPHS ALSO PROVIDES CARE TO PATIENTS WHO DO NOT HAVE HEALTH INSURANCE OR MEET THE CRITERIA TO QUALIFY FOR ITS CHARITY CARE POLICY. ADDITIONALLY, THE COSTS OF PROVIDING SERVICES TO ELIGIBLE WELFARE RECIPIENTS, WHO PARTICIPATE IN THE PENNSYLVANIA MEDICAL ASSISTANCE AND LOCAL MANAGED MEDICAID PROGRAMS EXCEEDED REIMBURSEMENT BY $120,414,000 AND $111,179,000 IN FISCAL YEARS 2014 AND 2013, RESPECTIVELY. IN ADDITION TO PROVIDING DIRECT PATIENT CHARITY CARE, IN FURTHERANCE OF ITS EXEMPT PURPOSE TO BENEFIT THE COMMUNITY, THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM RECENTLY COMPLETED A COMMUNITY HEALTH NEEDS ASSESSMENT TO IDENTIFY THE MOST PRESSING HEALTH NEEDS IN THE SERVICE AREA AND DETERMINE HOW BEST TO ADDRESS THOSE NEEDS. THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM OPERATES EMERGENCY ROOMS OPEN TO THE PUBLIC 24 HOURS A DAY, 7 DAYS A WEEK; MAINTAINS RESEARCH FACILITIES FOR THE STUDY OF DISEASE AND INJURIES; PROVIDES FACILITIES FOR TEACHING AND TRAINING VARIOUS STUDENTS AND MEDICAL PERSONNEL; FACILITATES THE ADVANCEMENT OF MEDICAL AND SURGICAL EDUCATION; AND PROVIDES VARIOUS COMMUNITY SERVICES SUCH AS PROVIDING BASIC MEDICAL CARE FOR THE HOMELESS, TREATING OF CHRONIC DISEASE FOR LOW-INCOME RESIDENTS, AND PROVIDING WOMEN'S HEALTH SERVICES TO UNINSURED AND LOW-INCOME WOMEN OF ALL AGES; SCREENINGS FOR THE DETECTION OF BREAST, COLORECTAL, AND SKIN CANCER, CANCER SUPPORT GROUPS, A TOLL FREE NUMBER FOR CANCER INFORMATION, FREE IMMUNIZATION SHOTS, TRAINING PROGRAMS FOR THE CITY FIRE AND POLICE DEPARTMENTS, HEALTH EDUCATION CLASSES AND SPEECHES. BELOW ARE SOME EXPANDED PROGRAM DESCRIPTIONS FOR JUST A SMALL NUMBER OF THE MANY COMMUNITY CARE INITIATIVES UNDERWAY AT PENN MEDICINE: -COMMUNITY MEDICINE ROTATION: PENN FAMILY MEDICINE RESIDENTS PARTICIPATE IN A COMMUNITY MEDICINE ROTATION IN FOUR-WEEK BLOCKS IN THEIR SECOND AND THIRD YEARS. COMPONENTS INCLUDE SERVICE AT UNITED COMMUNITY CLINICS, WHICH SERVES LOW-INCOME PATIENTS FROM OUR WEST PHILADELPHIA COMMUNITY; UNITY CLINIC, WHICH PROVIDES SERVICE TO A SOUTHEAST ASIAN IMMIGRANT POPULATION; PREVENTION POINT PHILADELPHIA STREETSIDE HEALTH PROJECT, WHICH PROVIDES CARE TO PATIENTS STRUGGLING WITH HOMELESSNESS AND SUBSTANCE ABUSE; TWO FEDERALLY QUALIFIED HEALTH CENTERS (HADDINGTON HEALTH SERVICES AND FAMILY PRACTICE AND COUNSELING NETWORK), WHICH PROVIDE CARE WITHIN THE PHILADELPHIA HEALTH CARE SAFETY NET; MAZZONI CENTER, WHICH TARGETS THE LESBIAN, GAY, BISEXUAL, AND TRANSGENDER COMMUNITIES; HEALTH PROMOTION SESSIONS IN LOCAL NURSING HOMES AND ADULT DAY-CARE FACILITIES; A HOME VISITATION PROGRAM; AND SESSIONS WITH THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH'S FOOD SAFETY INSPECTION SERVICES. -PENNSYLVANIA HOSPITAL'S WOMEN & CHILDREN'S HEALTH SERVICES (WCHS) AND LATINA COMMUNITY HEALTH SERVICES (LCHS): WCHS IS A NON-PROFIT AMBULATORY HEALTHCARE FACILITY SPECIALIZING IN THE PROVISION OF OBSTETRICAL, GYNECOLOGIC AND FAMILY PLANNING SERVICES. SINCE ITS INCEPTION 30 YEARS AGO, WCHS HAS PROVIDED QUALITY MEDICAL CARE TO ALL PATIENTS, REGARDLESS OF THEIR ABILITY TO PAY. LATINA COMMUNITY HEALTH SERVICES WAS DEVELOPED IN 2008 AND SERVES HISPANIC, UNDOCUMENTED WOMEN THROUGH ONGOING AND HIGH-RISK OBSTETRIC AND GYNECOLOGIC CARE, PRENATAL DIAGNOSTIC TESTING (ULTRASOUND, BIOPHYSICAL PROFILES, NON-STRESS TESTS), LABORATORY TESTING, CONTRACEPTIVES, CERVICAL CANCER SCREENING, AND MEDICATIONS TO TREAT STDS. NEIGHBORHOOD-BASED BILINGUAL LAY HEALTH PROMOTERS TRAINED BY PENN NURSE COORDINATORS ALSO TEACH COMMUNITY MEMBERS ABOUT CERVICAL CANCER PREVENTION AND SCHEDULE PARTICIPANTS FOR PAP SCREENINGS. -PUENTES DE SALUD/BRIDGES OF HEALTH, A NONPROFIT ORGANIZATION VOLUNTARILY STAFFED BY PENN MEDICINE DOCTORS, NURSES, AND MEDICAL STUDENTS, PROVIDES LOW-COST PRIMARY CARE TO UNDOCUMENTED AND UNINSURED LATINO IMMIGRANTS. IT WAS ESTABLISHED IN 2002 BY A PENN EMERGENCY MEDICINE PHYSICIAN WHO OVERSEES THE PROGRAM ON A VOLUNTEER BASIS. PUENTES HAS GROWN TO INCLUDE SERVICES BY STUDENTS FROM PENN'S SCHOOLS OF SOCIAL POLICY & PRACTICE, LAW, AND DENTAL MEDICINE -- AS WELL AS STUDENTS FROM OTHER AREA UNIVERSITIES AND HOSPITALS. TRAINED PROMOTORAS DE SALUD/HEALTH PROMOTERS FROM THE COMMUNITY ESCORT PATIENTS TO THEIR VISITS AND ENSURE COMPLIANCE WITH THEIR HEALTH CARE MANAGEMENT PLANS. MORE RECENTLY, THE ORGANIZATION EXPANDED TO INCLUDE PUENTES HACIA EL FUTURO, AN AFTER-SCHOOL PROGRAM FOR ELEMENTARY SCHOOL STUDENTS, WHICH NOW INCLUDES MORE THAN 100 VOLUNTEER TUTORS FROM PENN AND AREA COLLEGES. -THE PENN ASIAN HEALTH INITIATIVES (PAHI) IS STAFFED BY PENN MEDICINE FACULTY, FAMILY MEDICINE RESIDENTS, AND MEDICAL STUDENTS FROM THE ASIAN AND PACIFIC AMERICAN MEDICAL STUDENT ASSOCIATION. PAHI IS BASED IN THE DEPARTMENT OF FAMILY MEDICINE AND COMMUNITY HEALTH. IT PROVIDES PRIMARY HEALTH CARE SERVICES, INCLUDING TESTING, TREATMENT, AND EDUCATION, TO LOW-INCOME ASIAN IMMIGRANTS, MOSTLY NON-ENGLISH SPEAKING INDONESIAN AND VIETNAMESE PATIENTS. THE PROGRAM'S ASIAN PHYSICIANS ALSO MENTOR PENN'S ASIAN MEDICAL STUDENTS, UNDERGRADUATES, AND PUBLIC-HEALTH GRADUATE STUDENTS. -IMPACT IS A PEER-SUPPORT PROGRAM THAT TRAINS AREA RESIDENTS TO BECOME COMMUNITY HEALTH WORKERS, WHO IN TURN HELP LOW-INCOME PATIENTS MAINTAIN THEIR HEALTH AND STAY OUT OF THE HOSPITAL. THE WORKERS HELP PATIENTS SCHEDULE DOCTORS' APPOINTMENTS AND TESTS, OBTAIN MEDICATIONS AND ADHERE TO TAKING THEM, AND FIND CHILD CARE, TRANSPORTATION, AND SHELTER. IMPACT'S PHILOSOPHY IS THAT COMMUNITY HEALTH WORKERS, THROUGH COMMON LANGUAGE, ETHNIC, AND GEOGRAPHIC BACKGROUNDS, CAN HELP KEEP PATIENTS HEALTHY BY REDUCING OPPORTUNITIES FOR BREAKDOWNS IN COMMUNICATION BETWEEN PATIENTS AND CARE PROVIDERS. THE PROGRAM HAS TWO COMPONENTS, ONE FOR DISCHARGED INPATIENTS AND ONE FOR OUTPATIENTS. -CUT HYPERTENSION IS A PROGRAM FOUNDED IN 2010 AND OPERATED BY PENN MEDICAL STUDE	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$4,626,765,464	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	Yes (true)	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	Yes (true)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (true)	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (true)	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	Yes (true)	OperateHospitalInd
Audited Financial Stmt Att	Yes (true)	AuditedFinancialStmtAttInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	Yes (true)	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	Yes (true)	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	6434	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	56003	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	BD	ForeignCountryCd
Foreign Country	BC	ForeignCountryCd
Foreign Country	CH	ForeignCountryCd
Foreign Country	FR	ForeignCountryCd
Foreign Country	HK	ForeignCountryCd
Foreign Country	JA	ForeignCountryCd
Foreign Country	SP	ForeignCountryCd
Foreign Country	AE	ForeignCountryCd
Foreign Country	UK	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	Yes (true)	Form8282PropertyDisposedOfInd
Form8282 Filed	3	Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
Taxable Distributions	false	TaxableDistributionsInd
Distribution To Donor	false	DistributionToDonorInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	56	GoverningBodyVotingMembersCnt
Independent Voting Member	51	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (true)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (true)	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	AL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	HI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	LA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ND	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	RI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	LESLIE KRUHLY SECRETARY	PersonNm
Phone	2158987005	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	211 COLLEGE HALL	AddressLine1
City	PHILADELPHIA	City
State	PA	State
ZIP Code	191046303	ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (106 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ALLAN C BELL ESQ
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
SCOTT L BOK ESQ
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
JUDITH L BOLLINGER
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
DAVID M BRUSH
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
GILBERT F CASELLAS ESQ
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
DR WILLIAM W M CHEUNG DMD
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
DR RAYMOND K F CH'IEN
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
DAVID L COHEN ESQ
CHAIRPERSON	3.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
SUSAN FRIER DANILOW ESQ
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
JAMES G DINAN
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
LEE SPELMAN DOTY
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
CONNIE K DUCKWORTH
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
WILLIAM P EGAN II
TRUSTEE-THRU 12/31/13	3.0	0.0	Yes (X)	$0	$0	$0
DAVID ERTEL
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
JAY S FISHMAN
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
SARAH WILDER FULLER
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
MICHAEL F GERBER
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
PERRY GOLKIN ESQ
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
JOEL M GREENBLATT
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
JAMES H GREENE JR
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
VAHAN H GUREGHIAN
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
JANET F HAAS MD
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
ANDREW R HEYER
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
HON JON M HUNTSMAN JR
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
OSAGIE O IMASOGIE ESQ
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
JAMES C JOHNSON ESQ
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
ROBERT S KAPITO
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
MICHAEL J KOWALSKI
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
SUSANNA E LACHS ESQ
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
ANDREA BERRY LAPORTE
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
WILLIAM P LAUDER
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
CHARLES B LEITNER III
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
ROBERT M LEVY
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
CLAIRE LOMAX ESQ
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
HOWARD S MARKS
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
DR DEBORAH MARROW
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
MARC F MCMORRIS
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
ANDREA MITCHELL
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
KENNETH D MOELIS
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
DANIEL S OCH
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
SIMON D PALLEY
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
EGBERT L J PERRY
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
RICHARD C PERRY
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
JULIE BEREN PLATT
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
ANDREW S RACHLEFF
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
RAMANAN RAGHAVENDRAN
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
ANN NOLAN REESE
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
JAMES S RIEPE
TRUSTEE-EMERITUS AS OF 11/8/13	3.0	0.0	Yes (X)	$0	$0	$0
KATHERINE S SACHS
TRUSTEE-EMERITUS AS OF 11/8/13	3.0	0.0	Yes (X)	$0	$0	$0
MARIE A SAVARD MD
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
JULIE BREIER SEAMAN
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
JOHN P SHOEMAKER
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
DAVID M SILFEN
VICE CHAIRPERSON	3.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
AMB MARTIN J SILVERSTEIN
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
DR KRISHNA P SINGH
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
CAROL ELIZABETH WARE
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
MARK B WERNER
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
MARK O WINKLEMAN
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
EHSAN EL-TAHRY ZAYAN
TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
HON THOMAS CORBETT
EX-OFFICIO TRUSTEE	3.0	0.0	Yes (X)	$0	$0	$0
DR AMY GUTMANN
PRESIDENT, EX-OFFICIO TRUSTEE	40.0	0.0	Yes (X)	$3,027,353	$0	$398,753	Yes (X)
CRAIG CARNAROLI
EXECUTIVE VICE PRESIDENT	40.0	1.0		$1,044,624	$0	$86,608	Yes (X)
JEFFREY COOPER
VP GOVT & COMMUNITY RELATIONS	40.0	0.0		$358,319	$0	$49,579	Yes (X)
BONNIE GIBSON
VP BUDGET AND MGMT ANALYSIS	40.0	0.0		$378,827	$0	$47,313	Yes (X)
STEPHEN GOLDING
VP FINANCE AND TREASURER	40.0	3.0		$437,737	$0	$54,851	Yes (X)
JOHN HEUER
VP HUMAN RESOURCES	40.0	0.0		$416,685	$0	$36,508	Yes (X)
JOHN HORN
COMPTROLLER	40.0	0.0		$281,565	$0	$30,159	Yes (X)
LARRY JAMESON
VP AND DEAN OF PSOM	40.0	0.0		$2,055,201	$0	$305,596	Yes (X)
LESLIE KRUHLY
VP AND SECRETARY	40.0	0.0		$314,007	$0	$41,809	Yes (X)
STEPHEN J MACCARTHY
VP COMMUNICATIONS	40.0	0.0		$423,723	$0	$58,204	Yes (X)
JOANN MITCHELL
VP INSTITUTIONAL AFFAIRS	40.0	0.0		$379,173	$0	$37,859	Yes (X)
THOMAS MURPHY
VP ISC	40.0	0.0		$355,204	$0	$19,192	Yes (X)
ANNE PAPAGEORGE
VP FACILITIES AND REAL ESTATE	40.0	4.0		$451,176	$0	$48,885	Yes (X)
VINCENT PRICE
PROVOST	40.0	1.0		$810,253	$0	$70,460	Yes (X)
GREGORY ROST
VP AND CHIEF OF STAFF	40.0	1.0		$514,021	$0	$60,899	Yes (X)
MAUREEN RUSH
VP PUBLIC SAFETY	40.0	2.0		$308,309	$0	$42,086	Yes (X)
WENDY WHITE
SR VP AND GENERAL COUNSEL	40.0	1.0		$771,315	$0	$71,986	Yes (X)
MARIE WITT
VP BUSINESS SERVICES	40.0	0.0		$337,129	$0	$53,433	Yes (X)
JOHN ZELLER
VP DEVELOPMENT & ALUMNI RELTNS	40.0	0.0		$994,830	$0	$63,263	Yes (X)
PETER AMMON
CHIEF INVESTMENT OFFICER	40.0	0.0		$378,169	$0	$839,415		Yes (X)
ANDREW BINNS
ASSOCIATE PROVOST	40.0	0.0		$313,873	$0	$42,309		Yes (X)
DAWN BONNELL
VICE PROVOST FOR RESEARCH	40.0	0.0		$309,022	$0	$32,078		Yes (X)
KATHY BRAMWELL
VICE DEAN OF SAS- THRU 1/6/14	40.0	0.0		$296,287	$0	$31,814		Yes (X)
PATRICK BRENNAN MD
SR VP & CHIEF MEDICAL OFFICER	40.0	1.0		$707,253	$0	$35,581		Yes (X)
REBECCA COOKE
VICE DEAN, ADMIN PSOM	40.0	0.0		$496,387	$0	$44,874		Yes (X)
PETER DEGNAN
SENIOR ASSOCIATE DEAN	40.0	0.0		$346,553	$0	$40,428		Yes (X)
STEVEN J FLUHARTY
DEAN OF SAS	40.0	0.0		$460,661	$0	$61,973		Yes (X)
GLEN N GAULTON
VICE DEAN, PSOM	40.0	0.0		$812,940	$0	$38,226		Yes (X)
ELIZABETH B JOHNSTON
EXECUTIVE DIRECTOR CPUP	40.0	2.0		$985,552	$0	$118,105		Yes (X)
KEITH KASPER
CFO, UPHS	25.0	24.0		$1,043,705	$0	$137,626		Yes (X)
JAMES MATTHEW LANE
VICE DEAN OF SAS	40.0	0.0		$128,074	$0	$26,891		Yes (X)
KEVIN MAHONEY
SENIOR VP, CHIEF ADMIN OFFICER	40.0	7.0		$1,018,441	$0	$137,543		Yes (X)
GAIL MORRISON
VICE DEAN, EDUCATION PSOM	40.0	0.0		$658,315	$0	$42,148		Yes (X)
RALPH MULLER
CEO, UPHS	40.0	8.0		$2,448,963	$0	$15,273		Yes (X)
PHILIP OKALA
SR VP BUSINESS DEVELOPMENT	40.0	0.0		$522,697	$0	$70,028		Yes (X)
PETER D QUINN MD DMD
SR VP, VICE DEAN, PSOM	40.0	2.0		$1,376,090	$0	$40,067		Yes (X)
THOMAS ROBERTSON
DEAN OF WHARTON	40.0	0.0		$735,247	$0	$36,709		Yes (X)
GARRY L SCHEIB
COO, UPHS	40.0	6.0		$1,516,903	$0	$192,827		Yes (X)
THOMAS L SPRAY MD
CHOP- SURGERY	40.0	0.0		$1,847,760	$0	$33,941			Yes (X)
MICHAEL SEAN GRADY MD
SURGEON - OTORHINOLARYNGOLOGY	40.0	0.0		$1,809,243	$0	$50,589			Yes (X)
WILLIAM C WELCH MD
NEUROSURGERY	40.0	0.0		$1,565,713	$0	$9,016			Yes (X)
PAUL MARCOTTE MD
NEUROSURGERY	40.0	0.0		$1,539,750	$0	$20,642			Yes (X)
ROSALIE ELENITSAS MD
DERMATOLOGY	40.0	0.0		$1,480,009	$0	$51,630			Yes (X)
ROBIN BECK
FORMER VP, ISC	40.0	0.0		$148,006	$0	$56,145				Yes (X)
ARTHUR RUBENSTEIN
FORMER VP, DEAN, PSOM	40.0	0.0		$461,982	$0	$44,830				Yes (X)
KRISTIN GILBERTSON
FORMER CHIEF INVESTMENT OFFCR	0.0	0.0		$163,652	$0	$16,240				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$37,230,698	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$3,844,391	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	5370	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1	CityContractorAddress/USAddress/City	StateContractorAddress/USAddress/State	ZIP CodeContractorAddress/USAddress/ZIPCode	ServicesServicesDesc	CompensationCompensationAmt
LF DRISCOLL CO
9 PRESIDENTIAL BLVD	BALA CYNWYD	PA	19107	CONSTRUCTION MGMT	$46,164,263
GOOD SHEPHERD PENN PARTNERS
850 S 5TH STREET	ALLENTOWN	PA	18103	REHAB & MGMT SVCS	$33,681,948
TRISTATE BENEFIT SOLUTIONS
619 OAK STREET 1ST FLOOR	CINCINNATI	OH	45206	BILLING SERVICES	$19,280,699
ALLIED BARTON SECURITY SERVICES
EIGHT TOWER BRIDGE	CONSHOHOCKEN	PA	19428	SECURITY SERVICES	$15,991,294
COMPASS GROUP USA
2400 YOURKMONT ROAD	CHARLOTTE	NC	28127	DINING SERVICES	$13,133,452

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	501	CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIII	Yes (X)	InfoInScheduleOPartVIIIInd
Fundraising	$262,231	FundraisingAmt
Government Grants	$912,915,000	GovernmentGrantsAmt
All Other Contributions	$398,433,769	AllOtherContributionsAmt
Noncash Contributions	$168,570,191	NoncashContributionsAmt
Total Contributions	$1,311,611,000	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION & FEES	611310	$1,111,906,000	$1,111,906,000
NET PATIENT SERVICE HEALTHCARE REVENUES	622110	$2,369,315,000	$2,369,315,000
AUXILIARY ENTERPRISES	611710	$417,266,000	$417,266,000
OTHER PROGRAM SERVICE REVENUES	611710	$86,134,205	$68,807,543	$17,326,662

Field	Value	IRS element (for citing)
Total Program Service Revenue	$3,984,621,205	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$109,246,000	TotalRevenueColumnAmt
Unrelated Business Revenue	$337,053	UnrelatedBusinessRevenueAmt
Exclusion	$108,908,947	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$19,726,000	TotalRevenueColumnAmt
Exclusion	$19,726,000	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$4,443,000	RealAmt
Personal	$7,000	PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$4,443,000	RealAmt
Personal	$7,000	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,450,000	TotalRevenueColumnAmt
Exclusion	$4,450,000	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$9,009,628,000	SecuritiesAmt
Other	$1,194,000	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$8,441,149,000	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$568,479,000	SecuritiesAmt
Other	$1,194,000	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$569,673,000	TotalRevenueColumnAmt
Exclusion	$569,673,000	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$51,887	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$262,231	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$153,092	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$101,205	TotalRevenueColumnAmt
Exclusion	-$101,205	ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

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

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$5,597,000	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$3,984,000	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,613,000	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,613,000	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,000,839,000	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,968,907,543	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$17,663,715	UnrelatedBusinessRevenueAmt
Exclusion	$702,656,742	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

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

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$374,920,000	TotalAmt
Program Services	$374,920,000	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$11,702,822	TotalAmt
Program Services	$11,702,822	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

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

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$38,760,119	TotalAmt
Program Services	$36,822,113	ProgramServicesAmt
Management And General	$1,938,006	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$6,296,608	TotalAmt
Program Services	$5,981,778	ProgramServicesAmt
Management And General	$314,830	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$2,189,607,273	TotalAmt
Program Services	$1,910,954,468	ProgramServicesAmt
Management And General	$240,856,800	ManagementAndGeneralAmt
Fundraising	$37,796,005	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$118,109,000	TotalAmt
Program Services	$101,076,000	ProgramServicesAmt
Management And General	$12,992,000	ManagementAndGeneralAmt
Fundraising	$4,041,000	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$372,798,000	TotalAmt
Program Services	$319,034,000	ProgramServicesAmt
Management And General	$41,008,000	ManagementAndGeneralAmt
Fundraising	$12,756,000	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$143,730,000	TotalAmt
Program Services	$125,439,000	ProgramServicesAmt
Management And General	$15,810,000	ManagementAndGeneralAmt
Fundraising	$2,481,000	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$21,743,000	TotalAmt
Program Services	$18,047,000	ProgramServicesAmt
Management And General	$2,720,000	ManagementAndGeneralAmt
Fundraising	$976,000	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$16,470,000	TotalAmt
Program Services	$13,670,000	ProgramServicesAmt
Management And General	$2,791,000	ManagementAndGeneralAmt
Fundraising	$9,000	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$2,607,000	TotalAmt
Program Services	$2,268,000	ProgramServicesAmt
Management And General	$335,000	ManagementAndGeneralAmt
Fundraising	$4,000	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$85,000	TotalAmt
Program Services	$71,000	ProgramServicesAmt
Management And General	$14,000	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$667,000	TotalAmt
Fundraising	$667,000	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$29,438,000	TotalAmt
Program Services	$24,434,000	ProgramServicesAmt
Management And General	$5,004,000	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$327,753,000	TotalAmt
Program Services	$276,852,000	ProgramServicesAmt
Management And General	$45,885,000	ManagementAndGeneralAmt
Fundraising	$5,016,000	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$17,569,000	TotalAmt
Program Services	$14,437,000	ProgramServicesAmt
Management And General	$2,811,000	ManagementAndGeneralAmt
Fundraising	$321,000	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$138,461,000	TotalAmt
Program Services	$120,889,000	ProgramServicesAmt
Management And General	$9,692,000	ManagementAndGeneralAmt
Fundraising	$7,880,000	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$21,921,000	TotalAmt
Program Services	$18,194,000	ProgramServicesAmt
Management And General	$3,436,000	ManagementAndGeneralAmt
Fundraising	$291,000	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$265,836,000	TotalAmt
Program Services	$239,252,000	ProgramServicesAmt
Management And General	$25,008,000	ManagementAndGeneralAmt
Fundraising	$1,576,000	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$68,935,000	TotalAmt
Program Services	$59,592,000	ProgramServicesAmt
Management And General	$5,515,000	ManagementAndGeneralAmt
Fundraising	$3,828,000	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$33,349,000	TotalAmt
Program Services	$24,437,000	ProgramServicesAmt
Management And General	$2,668,000	ManagementAndGeneralAmt
Fundraising	$6,244,000	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$65,124,000	TotalAmt
Program Services	$58,608,000	ProgramServicesAmt
Management And General	$6,512,000	ManagementAndGeneralAmt
Fundraising	$4,000	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$289,176,000	TotalAmt
Program Services	$260,258,000	ProgramServicesAmt
Management And General	$28,918,000	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$93,005,000	TotalAmt
Program Services	$80,914,000	ProgramServicesAmt
Management And General	$12,091,000	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
MEDICAL SUPPLIES	$366,083,000	$366,083,000	$0	$0
OTHER TAXES	$77,413,000	$75,091,000	$2,272,000	$50,000
G&C OVERHEAD EXPENSES	$50,002,000	$43,502,000	$6,500,000	$0
MISCELLANEOUS EXPENSES	$34,507,178	$31,041,283	$1,348,898	$2,116,997

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$15,375,000	TotalAmt
Program Services	$13,195,000	ProgramServicesAmt
Management And General	$1,800,000	ManagementAndGeneralAmt
Fundraising	$380,000	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,191,443,000	TotalAmt
Program Services	$4,626,765,464	ProgramServicesAmt
Management And General	$478,240,534	ManagementAndGeneralAmt
Fundraising	$86,437,002	FundraisingAmt

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

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,226,616,000	BOYAmt
EOY	$1,067,877,000	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$333,662,000	BOYAmt
EOY	$322,892,000	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$399,405,000	BOYAmt
EOY	$418,609,000	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$240,000	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$23,929	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$93,275,071	BOYAmt
EOY	$93,726,000	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$15,488,324	BOYAmt
EOY	$16,180,183	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$31,206,609	BOYAmt
EOY	$52,000,694	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$7,301,279,000	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$3,266,414,000	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$3,899,759,000	BOYAmt
EOY	$4,034,865,000	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$4,825,591,495	BOYAmt
EOY	$6,167,905,260	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$3,956,468,505	BOYAmt
EOY	$4,076,194,740	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$124,035,067	BOYAmt
EOY	$147,998,123	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$14,905,771,000	BOYAmt
EOY	$16,398,248,000	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,386,195,000	BOYAmt
EOY	$1,362,690,000	EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$113,715,000	BOYAmt
EOY	$111,432,000	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,429,044,000	BOYAmt
EOY	$1,348,402,000	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$849,000	BOYAmt
EOY	$812,000	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,468,892,000	BOYAmt
EOY	$1,557,927,000	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$4,398,695,000	BOYAmt
EOY	$4,381,263,000	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,485,886,000	BOYAmt
EOY	$6,326,161,000	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,198,281,000	BOYAmt
EOY	$2,676,799,000	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,822,909,000	BOYAmt
EOY	$3,014,025,000	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$10,507,076,000	BOYAmt
EOY	$12,016,985,000	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$14,905,771,000	BOYAmt
EOY	$16,398,248,000	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$809,396,000	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$740,369,000	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$39,856,000	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,131,214,000	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,451,557,000	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,314,155,000	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,383,430,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,311,611,000	CurrentTaxYearAmt
Total	$6,591,967,000	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

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

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

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

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,131,214,000	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,451,557,000	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,314,155,000	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,383,430,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,311,611,000	CurrentTaxYearAmt
Total	$6,591,967,000	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$0	SubstantialContributorsTotAmt
Public Support Total170	$6,591,967,000	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$95,070,000	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$114,057,436	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$139,371,259	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$190,848,313	CurrentTaxYearMinus1YearAmt
Current Tax Year	$133,084,947	CurrentTaxYearAmt
Total	$672,431,955	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,741,000	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,862,000	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,726,000	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,449,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,613,000	CurrentTaxYearAmt
Total	$8,391,000	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$7,272,789,955	TotalSupportAmt
Gross Receipts Rltd Activities	$18,335,124,498	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.90639	PublicSupportCY170Pct
Public Support PY170	0.00000	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

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

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

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp
Total Direct Lobbying		TotalDirectLobbyingGrp
Total Lobbying Expend		TotalLobbyingExpendGrp
Other Exempt Purpose Expend		OtherExemptPurposeExpendGrp
Total Exempt Purpose Expend		TotalExemptPurposeExpendGrp
Lobbying Nontaxable Amount		LobbyingNontaxableAmountGrp
Grassroots Nontaxable		GrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp
Volunteers	Yes (true)	VolunteersInd
Paid Staff Or Management	Yes (true)	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (true)	DirectContactLegislatorsInd
Direct Contact Legislators	$1,181,004	DirectContactLegislatorsAmt
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	false	OtherActivitiesInd
Total Lobbying Expenditures	$1,181,004	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	DETAIL OF LOBBYING ACTIVITIES- SCHEDULE C, PART II-B	FormAndLineReferenceDesc
Explanation	THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") ALUMNI AND TRUSTEES OCCASIONALLY ENGAGE IN ADVOCACY RELATED TO FEDERAL AND STATE APPROPRIATIONS FOR PROGRAMS OF IMPORTANCE TO THE UNIVERSITY. THE UNIVERSITY MAINTAINS AN OFFICE OF FEDERAL RELATIONS, WHOSE MAIN FUNCTION IS TO KEEP THE UNIVERSITY COMMUNITY APPRISED OF FEDERAL DEVELOPMENTS WHICH MAY HAVE AN IMPACT ON THE UNIVERSITY INCLUDING, AMONG OTHERS, PENDING CHANGES TO THE INTERNAL REVENUE CODE, RESEARCH FUNDING AND ISSUES OF STUDENT AID. THE UNIVERSITY, A PRIVATE NON-PROFIT EDUCATIONAL INSTITUTION, RECEIVES DIRECT ANNUAL NON-PREFERRED APPROPRIATIONS FROM THE COMMONWEALTH OF PENNSYLVANIA. THE AMOUNT AND CONTINUATION OF THESE APPROPRIATIONS ARE NOT GUARANTEED. THEREFORE, THE UNIVERSITY MAINTAINS AN OFFICE OF COMMONWEALTH RELATIONS IN ORDER TO SUPPORT, JUSTIFY, AND COORDINATE THESE APPROPRIATION REQUESTS BEFORE THE STATE DEPARTMENT OF AGRICULTURE, OTHER APPROPRIATE AGENCIES OF THE EXECUTIVE BRANCH, AND THE GENERAL ASSEMBLY. THE MAJORITY OF THIS OFFICE'S EFFORTS ARE RELATED TO ACTIVITIES SUPPORTING THESE APPROPRIATION REQUESTS. ADDITIONALLY, THIS OFFICE MAY ALSO CONDUCT MINIMAL LOBBYING ACTIVITIES RELATED TO OTHER ISSUES, SUCH AS STUDENT AID AND OTHER PROGRAMS RELATED TO HIGHER EDUCATION. IN CONJUNCTION WITH THESE TYPES OF LOBBYING ACTIVITIES, THE UNIVERSITY HAS CONTRACTED WITH PROFESSIONAL LOBBYISTS TO CONTACT LEGISLATORS IN CONNECTION WITH THE UNIVERSITY'S ANNUAL APPROPRIATIONS. THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM, THROUGH ITS OFFICE OF GOVERNMENTAL AFFAIRS, CONDUCTED LOBBYING ACTIVITIES WITH RESPECT TO HEALTH CARE RELATED ISSUES AND LEGISLATION. THESE ACTIVITIES INCLUDED MEETING WITH LEGISLATORS, THEIR STAFF, AND GOVERNMENTAL OFFICIALS, AS WELL AS CONDUCTING SEMINARS.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	3	DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri	$0	DonorAdvisedFundsContriAmt
Donor Advised Funds Grants	$158,000	DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY	$1,862,973	DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (true)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (true)	DisclosedForCharitablePrpsInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$3,757,383	RevenuesIncludedAmt
Assets Included	$50,529,892	AssetsIncludedAmt

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

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$7,827,594,279	BeginningYearBalanceAmt
Contributions	$294,067,010	ContributionsAmt
Investment Earnings Or Losses	$1,323,529,783	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$277,022,000	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$9,168,169,072	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$6,816,978,627	BeginningYearBalanceAmt
Contributions	$327,276,890	ContributionsAmt
Investment Earnings Or Losses	$941,202,272	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$257,261,000	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$7,828,196,789	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$6,254,552,023	BeginningYearBalanceAmt
Contributions	$339,992,512	ContributionsAmt
Investment Earnings Or Losses	$454,967,092	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$232,533,000	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$6,816,978,627	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$5,385,975,350	BeginningYearBalanceAmt
Contributions	$126,576,673	ContributionsAmt
Investment Earnings Or Losses	$949,861,000	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$207,861,000	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$6,254,552,023	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$4,906,520,000	BeginningYearBalanceAmt
Contributions	$126,500,644	ContributionsAmt
Investment Earnings Or Losses	$575,762,673	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$222,807,967	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$5,385,975,350	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.44860	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.22600	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.32540	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (true)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$229,814,000	OtherCostOrOtherBasisAmt
Book Value	$229,814,000	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$5,585,283,000	OtherCostOrOtherBasisAmt
Depreciation	$2,340,298,000	DepreciationAmt
Book Value	$3,244,985,000	BookValueAmt

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovementsGrp

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,157,528,000	OtherCostOrOtherBasisAmt
Depreciation	$926,116,000	DepreciationAmt
Book Value	$231,412,000	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$328,654,000	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$328,654,000	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$4,034,865,000	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
VENTURE CAPITAL & OTHER INVEST	$3,607,569,775	F
REAL ESTATE	$437,322,965	F
INVESTMENT IN SUBSIDIARIES	$31,302,000	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$4,076,194,740	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
LIABILITIES ASSOCIATED W/ INVESTMENTS	$183,211,000
DEPOSITS, ADVANCES, AGENCY FUNDS	$120,863,000
FEDERAL STUDENT LOAN ADVANCES	$79,938,000
ACCRUED RETIREMENT BENEFITS	$873,670,000
INTERCOMPANY DUE TO AFFILIATES	$245,000
TAXABLE BOND LIABILITY	$300,000,000

Field	Value	IRS element (for citing)
Total Liability	$1,557,927,000	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
DESCRIPTION OF COLLECTIONS- SCHEDULE D, PART III, LINE 4	THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") CURRENTLY MAINTAINS 14 LIBRARIES. THE COLLECTIONS, AS A WHOLE, INCLUDE INFORMATION FROM NUMEROUS FIELDS OF STUDY. THE UNIVERSITY'S DEPARTMENTAL LIBRARIES ARE GENERALLY SUBJECT SPECIFIC (MATH/PHYSICS/ASTRONOMY, FINE ARTS, BUSINESS, MUSIC, BIOMEDICAL, DENTAL MEDICINE, VETERINARY MEDICINE, ETC.) AND THE VAN PELT-DIETRICH LIBRARY CENTER HOUSES INFORMATION FROM ALL OF THESE AREAS, AS WELL AS THE RARE BOOK COLLECTION AND ALL OF THE HUMANITIES. SUBJECT HOLDINGS INCLUDE PHILOSOPHY, PSYCHOLOGY, RELIGION, HISTORY, GEOGRAPHY, ANTHROPOLOGY, RECREATION, SOCIAL SCIENCE, ECONOMICS, SOCIOLOGY, POLITICAL SCIENCE, LAW, EDUCATION, LITERATURE, SCIENCE, AGRICULTURE, TECHNOLOGY, MILITARY SCIENCE, AND GENERAL BIBLIOGRAPHY. THE LIBRARIES' COLLECTIONS, BOTH PRINT AND ELECTRONIC, DIRECTLY SUPPORT THE RESEARCH AND INSTRUCTION MISSION OF THE UNIVERSITY BY ENSURING ACCESS TO CURRENT AND HISTORICAL INFORMATION. THE UNIVERSITY DOES NOT SOLICIT OR RECEIVE DONATIONS OF ART, HISTORICAL TREASURES OR OTHER SIMILAR ASSETS TO BE SOLD IN ORDER TO RAISE FUNDS RATHER THAN TO BE MAINTAINED AS PART OF THE ORGANIZATION'S COLLECTION. ANY PROSPECTIVE ACCESSIONING OR DEACCESSIONING OF MATERIALS IS REVIEWED BY THE MUSEUM'S ACQUISITIONS COMMITTEE IN ACCORDANCE WITH THE MUSEUM'S ACQUISITIONS POLICY AND PROCEDURES. ALL OBJECTS CONSIDERED FOR ACQUISITION ARE REVIEWED IN LIGHT OF THE 1970 UNESCO CONVENTION. OBJECTS OFFERED TO THE MUSEUM AND IMPORTED INTO THE UNITED STATES PRIOR TO THE ADOPTION OF THE UNESCO CONVENTION OF 1970 ARE CONSIDERED IN LIGHT OF THE LAWS IN PLACE IN THEIR COUNTRIES OF ORIGIN AT THE TIME OF THEIR DOCUMENTED APPEARANCE IN THE UNITED STATES. ACCESSIONED COLLECTIONS, WHICH ARE DOCUMENTED ARCHAEOLOGICAL AND ETHNOGRAPHIC MATERIAL, ARE ACQUIRED PRIMARILY FOR RESEARCH, EXHIBITION, AND PRESERVATION PURPOSES. THEY ARE ACCESSIONED UNDER THE CARE OF THE CURATORIAL SECTIONS. ARCHIVAL COLLECTIONS, WHICH ARE RECORDS OF EXPEDITIONS, RESEARCH, EXHIBITIONS, OR MUSEUM ADMINISTRATIVE RECORDS IN THE FORM OF EITHER DOCUMENTS OR VISUAL IMAGES (E.G. PHOTOGRAPHS) ARE ACCESSIONED UNDER THE CARE OF THE MUSEUM ARCHIVES. EDUCATIONAL MATERIALS, WHICH ARE OBJECTS WHOSE SOLE USE IS TO FACILITATE VARIOUS EDUCATIONAL PROGRAMS (E.G. OUTREACH PRESENTATIONS, TEACHERS' PACKAGES, OR CHILDREN'S WORKSHOPS) ARE DESIGNATED FOR TOUCHING AND HANDLING, ARE NOT ACCESSIONED AND ARE MANAGED BY THE LEARNING PROGRAMS DEPARTMENT. --------------------
USE OF ENDOWMENT FUNDS- SCHEDULE D, PART V	DURING THE YEAR ENDED JUNE 30, 2014, THE UNIVERSITY'S ENDOWMENT CONSISTED OF 5,539 DONOR-RESTRICTED PERMANENT OR TERM ENDOWMENT FUNDS AND 844 UNRESTRICTED ENDOWMENT FUNDS ESTABLISHED BY THE UNIVERSITY'S BOARD OF TRUSTEES TO BE USED IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSES. --------------------
TEXT OF FIN 48 (ASC 740) FOOTNOTE- SCHEDULE D, PART X	THE UNIVERSITY EVALUATES ITS TAX POSITION BASED ON THE FASB STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH REQUIRES THE USE OF A TWO-STEP APPROACH FOR RECOGNIZING AND MEASURING TAX BENEFITS TAKEN OR EXPECTED TO BE TAKEN IN AN UNRELATED BUSINESS ACTIVITY TAX RETURN AND DISCLOSURES REGARDING UNCERTAINTIES IN TAX POSITIONS. THE FIRST STEP IS RECOGNITION: THE UNIVERSITY DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. IN EVALUATING WHETHER A TAX POSITION HAS MET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE UNIVERSITY PRESUMES THAT THE POSITION WILL BE EXAMINED BY THE APPROPRIATE TAXING AUTHORITY THAT HAS FULL KNOWLEDGE OF ALL RELEVANT INFORMATION. THE SECOND STEP IS MEASUREMENT: A TAX POSITION THAT MEETS THE MORE-LIKELY-THAN-NOT THRESHOLD IS MEASURED TO DETERMINE THE AMOUNT OF BENEFIT TO RECOGNIZE IN THE FINANCIAL STATEMENTS. THE TAX POSITION IS MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50 PERCENT LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. DIFFERENCE BETWEEN TAX POSITIONS TAKEN IN A TAX RETURN AND AMOUNTS RECOGNIZED IN THE FINANCIAL STATEMENTS WILL GENERALLY RESULT IN AN INCREASE IN A LIABILITY FOR INCOME TAXES PAYABLE OR A REDUCTION OF AN INCOME TAX REFUND RECEIVABLE. --------------------
OTHER LIABILITIES DETAIL- SCHEDULE D, PART X	THE INTERCOMPANY DUE TO AFFILIATES BALANCE INCLUDES AMOUNTS OWED TO AFFILIATES BASED UPON THE UNIVERSITY'S CENTRAL MANAGEMENT OF THE CASH HELD BY CERTAIN AFFILIATES.

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
RACIAL NONDISCRIMINATORY POLICY PUBLICATION- FORM 990, SCHEDULE E, LINE 3	THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE UNIVERSITY) PUBLISHES ITS RACIALLY NON-DISCRIMINATORY POLICY IN THE STUDENT CATALOGUE, ON ITS FINANCIAL AID APPLICATIONS AND IN OTHER BROCHURES WHICH DESCRIBE THE UNIVERSITY OF PENNSYLVANIA, ITS SCHOOLS, CENTERS, AND INSTITUTES. --------------------
FINANCIAL AID/ASSISTANCE FROM GOV'T AGENCY- FORM 990, SCHEDULE E, LINE 6A	THE UNIVERSITY IS A PRIVATE NON-PROFIT INSTITUTION THAT RECEIVES DIRECT ANNUAL NON-PREFERRED APPROPRIATIONS FROM THE COMMONWEALTH OF PENNSYLVANIA. THE UNIVERSITY AlSO RECEIVES VARIOUS GOVERNMENTAL FUNDING WHICH SUPPORTS ITS EDUCATIONAL, PATIENT CARE, AND RESEARCH MISSIONS.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (83 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean	0	9	Send agents to seminar	$83,261
Central America and the Caribbean	0	1	Conduct board meetings	$7,935
Central America and the Caribbean	0	5	Fundraising	$50,669
Central America and the Caribbean	0	43	Program Services	$168,197	education & training
Central America and the Caribbean	0	3	Program Services	$11,329	field research
Central America and the Caribbean	0	1	Program Services	$17,242	social research
Central America and the Caribbean	0	0	Program Services	$27,356	study abroad/education
Central America and the Caribbean	0	0	Program Services	$14,544	study abroad/research
Central America and the Caribbean	0	0	Program Services	$3,634	recruiting
Central America and the Caribbean	0	0	Investments	$1,262,901,209
East Asia and the Pacific	0	227	Send agents to seminar	$1,328,499
East Asia and the Pacific	0	0	Conduct board meetings	$24,689
East Asia and the Pacific	0	27	Fundraising	$935,101
East Asia and the Pacific	0	3	Program Services	$3,653	clinical trials
East Asia and the Pacific	0	49	Program Services	$2,413,741	education & training
East Asia and the Pacific	0	44	Program Services	$625,481	field research
East Asia and the Pacific	0	17	Program Services	$54,034	social research
East Asia and the Pacific	1	8	Program Services	$1,284,143	study abroad/education
East Asia and the Pacific	0	0	Program Services	$141,828	study abroad/research
East Asia and the Pacific	0	19	Program Services	$378,056	recruiting
East Asia and the Pacific	0	0	Investments	$179,146,491
Europe (Including Iceland and Greenland)	0	432	Send agents to seminar	$2,227,713
Europe (Including Iceland and Greenland)	0	1	Conduct board meetings	$74,513
Europe (Including Iceland and Greenland)	0	61	Fundraising	$1,448,994
Europe (Including Iceland and Greenland)	0	3	Program Services	$14,042	clinical trials
Europe (Including Iceland and Greenland)	0	52	Program Services	$2,568,972	education & training
Europe (Including Iceland and Greenland)	0	246	Program Services	$3,327,816	field research
Europe (Including Iceland and Greenland)	0	6	Program Services	$799,102	social research
Europe (Including Iceland and Greenland)	1	17	Program Services	$4,631,631	study abroad/education
Europe (Including Iceland and Greenland)	0	5	Program Services	$159,020	study abroad/research
Europe (Including Iceland and Greenland)	0	7	Program Services	$86,889	recruiting
Europe (Including Iceland and Greenland)	0	0	Investments	$126,965,451
Middle East and North Africa	0	8	Send agents to seminar	$67,768
Middle East and North Africa	0	3	Fundraising	$33,933
Middle East and North Africa	0	12	Program Services	$506,230	education & training
Middle East and North Africa	1	12	Program Services	$103,945	field research
Middle East and North Africa	0	10	Program Services	$42,966	social research
Middle East and North Africa	0	1	Program Services	$309,167	study abroad/education
Middle East and North Africa	0	0	Program Services	$178,274	study abroad/research
Middle East and North Africa	0	71	Program Services	$39,032	recruiting
North America	0	142	Send agents to seminar	$280,826
North America	0	0	Conduct board meetings	$836
North America	0	13	Fundraising	$60,651
North America	0	3	Program Services	$435,109	clinical trials
North America	0	11	Program Services	$355,744	education & training
North America	0	20	Program Services	$270,637	field research
North America	0	2	Program Services	$5,662	social research
North America	0	1	Program Services	$24,486	study abroad/education
North America	0	0	Program Services	$21,479	study abroad/research
North America	0	1	Program Services	$10,221	recruiting
North America	0	0	Investments	$240,398,378
Russia and the Newly Independent States	0	25	Send agents to seminar	$8,089
Russia and the Newly Independent States	0	2	Program Services	$29,531	clinical trials
Russia and the Newly Independent States	0	6	Program Services	$204,578	education & trianing
Russia and the Newly Independent States	0	10	Program Services	$161,214	field research
Russia and the Newly Independent States	0	0	Program Services	$325,242	study abroad/education
Russia and the Newly Independent States	0	0	Program Services	$40,542	study abroad/research
Russia and the Newly Independent States	0	0	Program Services	$8,220	recruiting
South America	0	79	Send agents to seminar	$71,323
South America	0	2	Fundraising	$14,285
South America	0	12	Program Services	$1,351,685	education & training
South America	0	23	Program Services	$481,118	field research
South America	0	4	Program Services	$9,065	social research
South America	0	1	Program Services	$1,354,698	study abroad/education
South America	0	0	Program Services	$114,704	study abroad/research
South America	0	1	Program Services	$45,908	recruiting
South Asia	0	49	Send agents to seminar	$43,412
South Asia	0	0	Conduct board meetings	$5,318
South Asia	0	5	Fundraising	$111,529
South Asia	0	12	Program Services	$634,529	education & training
South Asia	0	14	Program Services	$98,695	field research
South Asia	0	1	Program Services	$91,590	social research
South Asia	0	3	Program Services	$247,801	study abroad/education
South Asia	0	0	Program Services	$24,393	study abroad/research
South Asia	0	0	Program Services	$22,922	recruiting
Sub-Saharan Africa	0	5	Send agents to seminar	$39,460
Sub-Saharan Africa	0	0	Conduct board meetings	$712
Sub-Saharan Africa	0	56	Program Services	$320,972	education & training
Sub-Saharan Africa	0	120	Program Services	$2,836,990	field research
Sub-Saharan Africa	0	5	Program Services	$178,494	social research
Sub-Saharan Africa	0	1	Program Services	$595,128	study abroad/education
Sub-Saharan Africa	0	0	Program Services	$153,612	study abroad/research
Sub-Saharan Africa	0	1	Program Services	$55,084	recruiting

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	429	SubtotalEmployeesCnt
Continutation Total Office	3	ContinutationTotalOfficeCnt
Continutation Total Employee	1604	ContinutationTotalEmployeeCnt
Total Office	3	TotalOfficeCnt
Total Employee	2033	TotalEmployeeCnt
Subtotal Spent	$1,268,670,574	SubtotalSpentAmt
Continuation Spent	$576,080,848	ContinuationSpentAmt
Total Spent	$1,844,751,422	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (187 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt	Valuation Method UsedValuationMethodUsedDesc
Europe (Including Iceland and Greenland)	PERFORMANCE SUPPORT	$20,000	CHECK	N/A	N/A
North America	CGCS IRAN MEDIA PROGRAM	$106,800	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH	$23,002	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)	MEDIA LITERACY CLINCS/WORKSHOPS	$40,000	WIRE	N/A	N/A
North America		$14,092	WIRE	N/A	N/A
Middle East and North Africa	PROJECT EVALUATION	$48,800	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)	STUDY ABROAD	$96,808	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)	study abroad	$34,384	wire	N/A	N/A
North America	STUDY ABROAD	$7,016	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)	ARCHITECTURAL DESIGN	$71,560	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)	STUDY ABROAD	$7,069	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH	$8,490	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)	FUNDRAISING	$44,222	FORGN DRAFT	N/A	N/A
Europe (Including Iceland and Greenland)	FUNDRAISING	$14,208	FORFN DRAFT	N/A	N/A
Europe (Including Iceland and Greenland)	FUNDRAISING	$33,141	FORGN DRAFT	N/A	N/A
Europe (Including Iceland and Greenland)	FUNDRAISING	$31,583	FORGN DRAFT	N/A	N/A
Europe (Including Iceland and Greenland)	FUNDRAISING	$6,330	FORGN DRAFT	N/A	N/A
Europe (Including Iceland and Greenland)	LEGAL SRVC FEES	$5,681	FORGN DRAFT	N/A	N/A
Europe (Including Iceland and Greenland)		$6,163	FORGN DRAFT	N/A	N/A
Europe (Including Iceland and Greenland)	ADMINISTRATION FEES	$8,631	FORGN DRAFT	N/A	N/A
Europe (Including Iceland and Greenland)	ACCTG SRVC FEES	$7,395	FORGN DRAFT	N/A	N/A
Europe (Including Iceland and Greenland)	WORKSHOP AND CATERING SRVCS	$23,348	CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH	$18,449	WIRE	N/A	N/A
South Asia	RESEARCH	$5,829	WIRE	N/A	N/A
East Asia and the Pacific		$70,206	WIRE	N/A	N/A
East Asia and the Pacific		$15,420	WIRE	N/A	N/A
Sub-Saharan Africa	RESEARCH	$8,468	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH	$7,000	WIRE	N/A	N/A
Middle East and North Africa	RESEARCH	$39,310	WIRE	N/A	N/A
North America	SOFTWARE/LICENSES	$33,474	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)		$148,899	WIRE	N/A	N/A
Middle East and North Africa		$11,340	WIRE	N/A	N/A
East Asia and the Pacific		$8,000	CHECK	N/A	N/A
East Asia and the Pacific		$15,700	CHECK	N/A	N/A
East Asia and the Pacific	STUDY ABROAD/RECRUITING	$43,191	CHECK	N/A	N/A
East Asia and the Pacific		$27,144	CHECK	N/A	N/A
East Asia and the Pacific	STUDY ABROAD/RECRUITING	$88,238	CHECK	N/A	N/A
East Asia and the Pacific	RECRUITING	$16,726	CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	STUDY ABROAD/TRAINING	$100,678	CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH	$19,398	CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	STUDY ABROAD	$103,546	CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH/TRAINING	$79,984	CHECK	N/A	N/A
Middle East and North Africa	STUDY ABROAD	$5,045	CHECK	N/A	N/A
Middle East and North Africa	RESEARCH/TRAINING	$11,328	CHECK	N/A	N/A
Middle East and North Africa	RESEARCH	$44,775	CHECK	N/A	N/A
North America	RESEARCH	$118,810	CHECK	N/A	N/A
South America	STUDY ABROAD	$31,019	CHECK	N/A	N/A
South America	RECRUITING	$6,551	CHECK	N/A	N/A
South Asia		$77,362	CHECK	N/A	N/A
Sub-Saharan Africa	RESEARCH	$6,000	CHECK	N/A	N/A
Sub-Saharan Africa	RESEARCH	$69,808	CHECK	N/A	N/A
Sub-Saharan Africa	RESEARCH	$53,700	CHECK	N/A	N/A
East Asia and the Pacific	STUDY ABROAD/EDUCATION	$16,629	WIRE	N/A	N/A
Sub-Saharan Africa	STUDY ABROAD/RESEARCH	$35,552	WIRE	N/A	N/A
Sub-Saharan Africa	STUDY ABROAD/EDUCATION	$39,970	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)		$530,296	WIRE	N/A	N/A
North America	RESEARCH	$5,640	CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH	$28,315	CHECK	N/A	N/A
East Asia and the Pacific	RESEARCH	$111,331	CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH	$13,633	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH	$14,641	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH	$5,762	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)		$11,200	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH	$5,300	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH	$52,122	WIRE	N/A	N/A
East Asia and the Pacific	RESEARCH	$13,100	CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	CONSULTANT FOR MARKETING	$12,500	WIRE	N/A	N/A
Russia and the Newly Independent States	STUDY ABROAD	$46,133	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)	GLOBAL FORUM	$490,118	CHECK/WIRE	N/A	N/A
South America	WHARTON GIP	$8,870	WIRE	N/A	N/A
East Asia and the Pacific	WRITING, COMMISSION/CONSULTING	$503,923	CHECK/WIRE	N/A	N/A
South America	SUMMER IMMERSION	$22,655	WIRE	N/A	N/A
South America	WHARTON GIP	$81,802	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)	GLOBAL FORUM	$6,227	CHECK	N/A	N/A
East Asia and the Pacific	SUMMER IMMERSION	$13,970	WIRE	N/A	N/A
East Asia and the Pacific	OFC BUILDOUT	$11,021	CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	CONSULTING FOR MARKETING	$21,812	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)	TRANSLATION FOR noah PROGRAM	$20,335	WIRE	N/A	N/A
Middle East and North Africa	LANGUAGE STUDY	$10,498	WIRE	N/A	N/A
Middle East and North Africa	SUMMER IMMERSION	$9,000	WIRE	N/A	N/A
Middle East and North Africa	CERT PROGRAM OFFICE	$28,676	CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	SUMMER IMMERSION	$12,049	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)	CONSULTING FOR MARKETING PROGRAMS	$15,200	WIRE	N/A	N/A
East Asia and the Pacific	SUMMER IMMERSION	$41,343	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH	$8,600	CHECK	N/A	N/A
Sub-Saharan Africa	gcp PROJECTS	$5,015	CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	EUROPEAN MARKETS CONFERENCE	$5,472	CHECK	N/A	N/A
East Asia and the Pacific	LEGAL FEES, TRADEMARK FEES	$30,353	CHECK	N/A	N/A
North America	SCHOOL, SOFTWARE SIMULATION	$104,946	CHECK/WIRE	N/A	N/A
Middle East and North Africa	Payment for Outside Faculty for OE and Custom Programs	$220,917	WIRE	N/A	N/A
East Asia and the Pacific	GCP PROJECTS	$13,775	CHECK	N/A	N/A
East Asia and the Pacific	LIFELONG LEARNING EVENT	$41,689	WIRE	N/A	N/A
Middle East and North Africa	CERT PROGRAM/INTERNATIONAL PROGRAMS	$6,821	CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	CONSULTING FOR MARKETING PROGRAMS	$27,583	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)	GERMAN SUMMER IMMERSION	$26,830	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)	DATA PURCHASE	$14,642	WIRE	N/A	N/A
East Asia and the Pacific	LIFELONG LEARNING EVENT	$17,232	WIRE	N/A	N/A
East Asia and the Pacific	GLOBAL FORUM	$295,983	CHECK	N/A	N/A
South Asia	DATA	$9,882	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)	insead conference	$331,261	CHECK/WIRE	N/A	N/A
South America	SUMMER IMMERSION	$18,280	WIRE	N/A	N/A
Sub-Saharan Africa	GLOBAL MODULAR COURSE	$54,058	WIRE	N/A	N/A
Middle East and North Africa	GCP PROJECTS	$64,383	CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	WHARTON LEADERSHIP UNDERGRAD VENTURE	$26,207	WIRE	N/A	N/A
East Asia and the Pacific	WHARTON GLOBAL FORUM	$46,903	WIRE	N/A	N/A
East Asia and the Pacific	SUMMER IMMERSION	$30,313	WIRE	N/A	N/A
North America	SOFTWARE, SIMULATION	$6,245	CHECK	N/A	N/A
Central America and the Caribbean	GLOBAL FOROM	$24,243	CHECK/WIRE	N/A	N/A
North America	DATA PURCHASE	$17,700	CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	EVONIK PROGRAM	$67,590	WIRE	N/A	N/A
East Asia and the Pacific	GLOBAL FORUM	$183,662	CHECK/WIRE	N/A	N/A
East Asia and the Pacific	GLOBAL FORUM	$551,722	CHECK/WIRE	N/A	N/A
North America	PAYMENT FOR OUTSIDE FACULTY	$17,620	WIRE	N/A	N/A
South America	SUMMER IMMERSION	$11,370	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)	MANAGEMENT, PARTICIPANT DATA	$54,662	WIRE	N/A	N/A
East Asia and the Pacific	FACULT INTERNATIONAL SEMINAR	$8,522	WIRE	N/A	N/A
East Asia and the Pacific	BLDG ARCHITECT	$12,846	CHECK	N/A	N/A
Middle East and North Africa		$5,852	CHECK	N/A	N/A
Middle East and North Africa	OE PARTICIPANT REFUND	$17,700	WIRE	N/A	N/A
South Asia	WHARTON GIP	$76,472	WIRE	N/A	N/A
East Asia and the Pacific	LIFELONG LEARNING	$10,315	CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	WHARTON GLOBAL FORUM PARIS	$45,580	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)	DATA PURCHASE	$27,705	WIRE	N/A	N/A
East Asia and the Pacific	GLOBAL MODULAR COURSE	$5,600	WIRE	N/A	N/A
South Asia	LIFELONG LEARNING EVENT	$5,931	WIRE	N/A	N/A
South Asia	CONSULTANTS FOR PROGRAM WORK	$15,000	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)	CONSULTANTS FOR MARKETING	$35,740	WIRE	N/A	N/A
East Asia and the Pacific	REFUND OF 2 SAC PROGRAM ATTENDESS FEES	$72,000	CHECK	N/A	N/A
South America	SUMMER IMMERSION	$51,822	WIRE	N/A	N/A
South America	SUMMER IMMERSION	$30,358	WIRE	N/A	N/A
East Asia and the Pacific	RELOCATION FOR NEW DEAL	$41,347	WIRE	N/A	N/A
South America	OE PARTICIPANT REFUND	$8,730	WIRE	N/A	N/A
South America	LEADERSHIP PROGRAM	$503,738	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)	PAYMENT FOR OUTSIDE FACULTY	$10,065	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)	PAYMENT FOR OUTSIDE FACULTY	$40,271	WIRE	N/A	N/A
North America	WEB DEVELOPMENT	$6,713	CHECK	N/A	N/A
Sub-Saharan Africa	TAXES	$250,598	CHECK	N/A	N/A
Sub-Saharan Africa		$156,033	CHECK	N/A	N/A
Sub-Saharan Africa	HEALTH INSURANCE	$69,477	CHECK	N/A	N/A
Sub-Saharan Africa	PROPERTY MGMT	$55,594	CHECK	N/A	N/A
Sub-Saharan Africa	TRAVEL AGENTS	$28,012	CHECK	N/A	N/A
Sub-Saharan Africa	PROPERTY MGMT	$22,172	CHECK	N/A	N/A
Sub-Saharan Africa	HEALTH INSURANCE	$19,655	CHECK	N/A	N/A
Sub-Saharan Africa	RESEARCH SUPPORT	$19,175	CHECK	N/A	N/A
Sub-Saharan Africa	WIRELESS PROVIDER	$18,811	CHECK	N/A	N/A
Sub-Saharan Africa	TUITION, FEES	$16,869	CHECK	N/A	N/A
Sub-Saharan Africa	FUEL STATOIN	$15,573	CHECK	N/A	N/A
Sub-Saharan Africa	PROPERTY MGMT	$13,573	CHECK	N/A	N/A
Sub-Saharan Africa	TELECOMMUNICATIONS	$12,852	CHECK	N/A	N/A
Sub-Saharan Africa	SHIPPING/HANDILING	$11,731	CHECK	N/A	N/A
Sub-Saharan Africa	OFFICE SUPPLIES	$9,834	CHECK	N/A	N/A
Sub-Saharan Africa	TELECOMMUNICATIONS	$9,751	CHECK	N/A	N/A
Sub-Saharan Africa	TELECOMMUNICATIONS	$9,631	CHECK	N/A	N/A
Sub-Saharan Africa	MEDICAL LABS	$9,502	CHECK	N/A	N/A
Sub-Saharan Africa	LAB SUPPLIES	$8,439	CHECK	N/A	N/A
Sub-Saharan Africa		$7,501	CHECK	N/A	N/A
Sub-Saharan Africa	BANKING	$7,478	CHECK	N/A	N/A
Sub-Saharan Africa	PRINTING SERVICES	$7,375	CHECK	N/A	N/A
Sub-Saharan Africa	CONFERENCE/EVENTS SERVICES	$7,313	CHECK	N/A	N/A
Sub-Saharan Africa		$6,708	CHECK	N/A	N/A
Sub-Saharan Africa	TRAVEL AGENTS	$6,681	CHECK	N/A	N/A
Sub-Saharan Africa	LAB SUPPLIES	$6,635	CHECK	N/A	N/A
Sub-Saharan Africa	LAB EQUIPMENT	$6,312	CHECK	N/A	N/A
Sub-Saharan Africa	LAB SUPPLIES	$6,036	CHECK	N/A	N/A
Sub-Saharan Africa	TELECOMMUNICATIONS	$6,015	CHECK	N/A	N/A
Sub-Saharan Africa	COMPUTER SUPPLIES	$5,340	CHECK	N/A	N/A
East Asia and the Pacific	EQUIPMENT PURCHASE	$7,355	WIRE	N/A	N/A
East Asia and the Pacific	CLINICAL TRIAL	$6,543	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)	STABILITY TESTING	$20,512	WIRE	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH SUPPLIES	$5,345	CHECK	N/A	N/A
Middle East and North Africa	airline tickets	$24,273	CHECK	n/a	n/a
North America		$7,600	CHECK	N/A	N/A
Europe (Including Iceland and Greenland)		$85,000	CHECK	N/A	N/A
East Asia and the Pacific	research lab supplies	$5,371	CHECK	N/A	N/A
North America	membership	$7,285	CHECK	N/A	N/A
East Asia and the Pacific		$59,248	CHECK	N/A	N/A
North America	CLINICAL TRIALS	$47,000	CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	research	$12,818	CHECK	N/A	N/A
Europe (Including Iceland and Greenland)		$246,001	CHECK	N/A	N/A
East Asia and the Pacific	RESEARCH/LABORATORY	$80,850	WIRE	N/A	N/A
South Asia	field research	$22,216	WIRE	N/A	N/A
North America	research, laboratory	$74,217	CHECK	N/A	N/A
North America		$41,568	CHECK	N/A	N/A
South Asia	field research	$6,400	wire	N/A	N/A
East Asia and the Pacific	RESEARCH LABORATORY	$5,500	CHECK	N/A	N/A
Europe (Including Iceland and Greenland)		$45,776	CHECK	N/A	N/A
North America		$98,000	CHECK	N/A	N/A

Field	Value	IRS element (for citing)
Total501c3 Org	17	Total501c3OrgCnt
Total Other Org	178	TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (49 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt	Valuation Method UsedValuationMethodUsedDesc
STUDENT SUPPORT	South America	1	$5,000	WIRE	N/A	N/A
CONSULTING	Europe (Including Iceland and Greenland)	1	$5,000	WIRE	N/A	N/A
CONSULTING	Europe (Including Iceland and Greenland)	1	$10,000	WIRE	N/A	N/A
STUDENT SUPPORT	Europe (Including Iceland and Greenland)	1	$8,300	WIRE	N/A	N/A
STUDENT SUPPORT	Europe (Including Iceland and Greenland)	1	$9,834	WIRE	N/A	N/A
MANAGEMENT OF UK TRUST	Europe (Including Iceland and Greenland)	1	$10,528	FORGN DRAFT	N/A	N/A
STUDENT SUPPORT	Europe (Including Iceland and Greenland)	1	$54,114	WIRE	N/A	N/A
STUDENT SUPPORT	North America	1	$5,844	WIRE	N/A	N/A
RESEARCH	Middle East and North Africa	1	$61,000	WIRE	N/A	N/A
RESEARCH	Europe (Including Iceland and Greenland)	1	$8,517	WIRE	N/A	N/A
RESEARCH	Europe (Including Iceland and Greenland)	1	$12,000	WIRE	n/a	N/A
RESEARCH	East Asia and the Pacific	1	$7,680	CHECK	N/A	N/A
RESEARCH	Central America and the Caribbean	1	$25,200	CHECK	N/A	N/A
RESEARCH	South America	1	$6,000	CHECK	N/A	N/A
RESEARCH	North America	2	$18,670	CHECK	N/A	N/A
RESEARCH	Middle East and North Africa	1	$28,493	CHECK	N/A	N/A
STUDENT SUPPORT	Europe (Including Iceland and Greenland)	1	$7,150	CHECK	N/A	N/A
RESEARCH	South America	1	$26,119	CHECK	N/A	N/A
RESEARCH	Europe (Including Iceland and Greenland)	1	$8,041	CHECK	N/A	N/A
RESEARCH	North America	1	$35,000	CHECK	N/A	N/A
RESEARCH	Europe (Including Iceland and Greenland)	1	$12,600	CHECK	N/A	N/A
RESEARCH	Europe (Including Iceland and Greenland)	1	$7,000	CHECK	N/A	N/A
STUDENT SUPPORT	East Asia and the Pacific	1	$5,500	CHECK	N/A	N/A
RESEARCH	Sub-Saharan Africa	1	$6,114	CHECK	N/A	N/A
RESEARCH/GUEST SPEAKERS	Europe (Including Iceland and Greenland)	6	$46,928	CHECK	N/A	N/A
EDUCATION & TRAINING	Middle East and North Africa	1	$10,000	CHECK	N/A	N/A
EDUCATION & TRAINING	Europe (Including Iceland and Greenland)	1	$17,609	CHECK	N/A	N/A
SUPPORT	Sub-Saharan Africa	1	$6,500	WIRE	N/A	N/A
PRESENTATION AT REVIEW PANEL	Europe (Including Iceland and Greenland)	1	$8,045	WIRE	N/A	N/A
PAYMENT FOR OUTSIDE FACULTY	Middle East and North Africa	1	$5,000	WIRE	N/A	N/A
PRESENTATION ON STAT991	Europe (Including Iceland and Greenland)	1	$15,000	WIRE	N/A	N/A
ADMISSION APPLICATIONS	Europe (Including Iceland and Greenland)	1	$8,415	WIRE	N/A	N/A
WRITING	Europe (Including Iceland and Greenland)	1	$5,100	WIRE	N/A	N/A

BUSINESS DEVELOPMENT	East Asia and the Pacific	1	$12,002	WIRE	N/A	N/A
WRITING	Europe (Including Iceland and Greenland)	1	$15,000	WIRE	N/A	N/A
AXA PROGRAM	Europe (Including Iceland and Greenland)	1	$2,525	WIRE	N/A	N/A
TRANSLATIONS	South America	1	$19,608	WIRE	N/A	N/A
PRESENTATION ON STAT991	Middle East and North Africa	1	$16,289	WIRE	N/A	N/A
WRITING	South Asia	1	$39,828	WIRE	n/a	n/a
WRITING	East Asia and the Pacific	1	$7,700	WIRE	N/A	N/A
WRITING	South Asia	1	$93,300	WIRE	N/A	N/A
GIFT	Europe (Including Iceland and Greenland)	1	$13,028	WIRE	N/A	N/A
SUPPORT	Europe (Including Iceland and Greenland)	1	$11,500	WIRE	N/A	N/A
TRAVEL EXPENSES	East Asia and the Pacific	1	$6,163	WIRE	N/A	N/A
SALARY AND EMPLOYEE BENEFITS	East Asia and the Pacific	0	$1,614,701	WIRE	N/A	N/A
WRITING	Middle East and North Africa	1	$5,000	WIRE	n/a	n/a
CONSULTING	Europe (Including Iceland and Greenland)	1	$15,000	WIRE	N/A	N/A
honorarium	North America	1	$252	WIRE	N/A	N/A

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

FORM 990, SCHEDULE F, PART I, LINE 2

THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA OFFICE OF RESEARCH SERVICES IS RESPONSIBLE FOR MONITORING THE USE OF GRANT FUNDS PURSUANT TO ESTABLISHED POLICES AND PROTOCOL. THESE POLICIES COVER GRANTS MADE BOTH WITHIN AND OUTSIDE THE U.S. --------------------

SUBAWARDS- FORM 990, SCHEDULE F, PART II

IN FURTHERANCE OF ITS RESEARCH ACTIVITIES, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA MAKES SUB-AWARDS TO FOREIGN INSTITUTIONS THAT PERFORM RESEARCH IN CONNECTION WITH RESEARCH GRANTS AWARDED TO THE UNIVERSITY. THE UNIVERSITY DOES NOT CATEGORIZE THESE SUB-AWARDS AS "FOREIGN ACTIVITIES" FOR FORM 990, SCHEDULE F REPORTING PURPOSES, SINCE THE FOREIGN RECIPIENT ORGANIZATIONS PERFORM RESEARCH SERVICES FOR THE UNIVERSITY AND ARE CONSIDERED INDEPENDENT CONTRACTORS WHICH SERVE THE DIRECT NEEDS OF THE UNIVERSITY.

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp

Field	Value	IRS element (for citing)
Person	RUFFALOCODY	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	65 KIRKWOOD NORTH ROAD SW	AddressLine1
City	CEDAR RAPIDS	City
State	IA	State
ZIP Code	52404	ZIPCode

Field	Value	IRS element (for citing)
Activity	MANAGE CALL CENTERS	ActivityTxt
Fundraiser Control Of Funds	false	FundraiserControlOfFundsInd
Gross Receipts	$2,369,338	GrossReceiptsAmt
Retained By Contractor	$666,713	RetainedByContractorAmt
Net To Organization	$1,702,625	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Total Gross Receipts	$2,369,338	TotalGrossReceiptsAmt
Total Retained By Contractors	$666,713	TotalRetainedByContractorsAmt
Total Net To Organization	$1,702,625	TotalNetToOrganizationAmt
Licensed States	AL	LicensedStatesCd
Licensed States	AK	LicensedStatesCd
Licensed States	AZ	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	DE	LicensedStatesCd
Licensed States	DC	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	ID	LicensedStatesCd
Licensed States	IL	LicensedStatesCd
Licensed States	IN	LicensedStatesCd
Licensed States	IA	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	LA	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	MT	LicensedStatesCd
Licensed States	NE	LicensedStatesCd
Licensed States	NV	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	ND	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	RI	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	SD	LicensedStatesCd
Licensed States	TN	LicensedStatesCd
Licensed States	TX	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WV	LicensedStatesCd
Licensed States	WI	LicensedStatesCd
Licensed States	WY	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Name Of Event1	MOONLIGHT&ROSES	NameOfEvent1Amt
Gross Receipts Event1	$213,949	GrossReceiptsEvent1Amt
Charitable Contri Event1	$165,785	CharitableContriEvent1Amt
Gross Revenue Event1	$48,164	GrossRevenueEvent1Amt
Cash Prizes Event1	$0	CashPrizesEvent1Amt
Non Cash Prizes Event1	$0	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$0	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$0	FoodAndBeverageEvent1Amt
Entertainment Event1	$0	EntertainmentEvent1Amt
Other Direct Expenses Event1	$130,287	OtherDirectExpensesEvent1Amt
Name Of Event2	ICELAND TRIP	NameOfEvent2Amt
Gross Receipts Event2	$38,466	GrossReceiptsEvent2Amt
Charitable Contri Event2	$38,466	CharitableContriEvent2Amt
Cash Prizes Event2	$0	CashPrizesEvent2Amt
Non Cash Prizes Event2	$0	NonCashPrizesEvent2Amt
Rent Facility Costs Event2	$0	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$0	FoodAndBeverageEvent2Amt
Entertainment Event2	$0	EntertainmentEvent2Amt
Other Direct Expenses Event2	$0	OtherDirectExpensesEvent2Amt
Other Events Total	5	OtherEventsTotalCnt
Gross Receipts Other Events	$61,703	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$57,980	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$3,723	GrossRevenueOtherEventsAmt
Cash Prizes Other Events	$0	CashPrizesOtherEventsAmt
Non Cash Prizes Other Events	$0	NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events	$0	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$0	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$0	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$22,805	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$314,118	GrossReceiptsTotalAmt
Charitable Contributions Tot	$262,231	CharitableContributionsTotAmt
Gross Revenue Total Events	$51,887	GrossRevenueTotalEventsAmt
Cash Prizes Total Events	$0	CashPrizesTotalEventsAmt
Non Cash Prizes Total Events	$0	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$0	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$0	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$0	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$153,092	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$153,092	DirectExpenseSummaryEventsAmt
Net Income Summary	-$101,205	NetIncomeSummaryAmt

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (true)	FinancialAssistancePolicyInd
Written Policy	Yes (true)	WrittenPolicyInd
Most Hospitals Policy	Yes (X)	MostHospitalsPolicyInd
FPG Reference Free Care	Yes (true)	FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

Field	Value	IRS element (for citing)
Other	Yes (X)	OtherInd
Free Care Other	300.	FreeCareOtherPct

Field	Value	IRS element (for citing)
FPG Reference Discounted Care	Yes (true)	FPGReferenceDiscountedCareInd
Percent300	Yes (X)	Percent300Ind
Free Care Medically Indigent	Yes (true)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	false	FinancialAssistanceBudgetInd
Annual Community Bnft Report	Yes (true)	AnnualCommunityBnftReportInd
Report Publically Available	Yes (true)	ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$6,129,499	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$6,129,499	NetCommunityBenefitExpnsAmt
Total Expense	0.00120	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$316,893,570	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$247,378,143	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$69,515,427	NetCommunityBenefitExpnsAmt
Total Expense	0.01340	TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

Field	Value	IRS element (for citing)
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.00000	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$323,023,069	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$247,378,143	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$75,644,926	NetCommunityBenefitExpnsAmt
Total Expense	0.01460	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.00000	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$112,005,971	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$46,534,213	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$65,471,758	NetCommunityBenefitExpnsAmt
Total Expense	0.01260	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.00000	TotalExpensePct

Research ResearchGrp

Field	Value	IRS element (for citing)
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$564,225,537	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$531,111,800	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$33,113,737	NetCommunityBenefitExpnsAmt
Total Expense	0.00640	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.00000	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$676,231,508	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$577,646,013	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$98,585,495	NetCommunityBenefitExpnsAmt
Total Expense	0.01900	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$999,254,577	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$825,024,156	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$174,230,421	NetCommunityBenefitExpnsAmt
Total Expense	0.03360	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (true)	BadDebtExpenseReportedInd
Bad Debt Expense	$141,284,326	BadDebtExpenseAmt
Bad Debt Expense Attributable	$100,835,702	BadDebtExpenseAttributableAmt
Reimbursed By Medicare	$447,411,107	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$438,431,107	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	$8,980,000	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

Field	Value	IRS element (for citing)
Cost To Charge Ratio	Yes (X)	CostToChargeRatioInd

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (true)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (true)	FinancialAssistancePrvsnInd
Hospital Facilities	1	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

Field	Value	IRS element (for citing)
Facility	1	FacilityNum

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE HOSPITAL OF THE UNIV OF PENN	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3400 SPRUCE STREET	AddressLine1
City	PHILADELPHIA	City
State	PA	State
ZIP Code	19104	ZIPCode

Field	Value	IRS element (for citing)
Website Address	WWW.PENNMEDICINE.ORG	WebsiteAddressTxt
State License	LICENSE# 341101	StateLicenseNum
Licensed Hospital	Yes (X)	LicensedHospitalInd
Teaching Hospital	Yes (X)	TeachingHospitalInd
Critical Access Hospital	Yes (X)	CriticalAccessHospitalInd
Research Facility	Yes (X)	ResearchFacilityInd
Emergency Room24 Hrs	Yes (X)	EmergencyRoom24HrsInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	THE HOSPITAL OF THE UNIV OF PENN	BusinessNameLine1

Field	Value	IRS element (for citing)
Facility	1	FacilityNum
CHNA Conducted	Yes (true)	CHNAConductedInd
Community Definition	Yes (X)	CommunityDefinitionInd
Community Demographics	Yes (X)	CommunityDemographicsInd
Existing Resources	Yes (X)	ExistingResourcesInd
How Data Obtained	Yes (X)	HowDataObtainedInd
Community Health Needs	Yes (X)	CommunityHealthNeedsInd
Other Health Issues	Yes (X)	OtherHealthIssuesInd
Community Hlth Needs Id Process	Yes (X)	CommunityHlthNeedsIdProcessInd
Consulting Process	Yes (X)	ConsultingProcessInd
Information Gaps	Yes (X)	InformationGapsInd
CHNA Conducted	12	CHNAConductedYr
Take Into Account Others Input	Yes (true)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	Yes (true)	CHNAConductedWithOtherFcltsInd
CHNA Report Widely Available	Yes (true)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	SEE SCHEDULE H, PART V, SECTION C	OwnWebsiteURLTxt
Rpt Available Upon Request	Yes (X)	RptAvailableUponRequestInd
Adopt Implementation Strategy	Yes (X)	AdoptImplementationStrategyInd
Exec Implementation Strategy	Yes (X)	ExecImplementationStrategyInd
Develop Community Wide Plan	Yes (X)	DevelopCommunityWidePlanInd
Exec Community Wide Plan	Yes (X)	ExecCommunityWidePlanInd
Prioritize Health Needs	Yes (X)	PrioritizeHealthNeedsInd
Prioritize Services	Yes (X)	PrioritizeServicesInd
All Needs Addressed	false	AllNeedsAddressedInd
Organization Incur Excise Tax	false	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (true)	EligCriteriaExplainedInd
FPG Used Deter Elig Free Care	Yes (true)	FPGUsedDeterEligFreeCareInd
FPG Family Incm Lmt Free Care	300.	FPGFamilyIncmLmtFreeCarePct
FPG Used Determ Elig Dscnt Care	Yes (true)	FPGUsedDetermEligDscntCareInd
FPG Family Incm Lmt Dscnt Care	300.	FPGFamilyIncmLmtDscntCarePct
Explained Basis	Yes (true)	ExplainedBasisInd
Income Level	Yes (X)	IncomeLevelInd
Asset Level	Yes (X)	AssetLevelInd
Medical Indigency	Yes (X)	MedicalIndigencyInd
Uninsured Discount	Yes (X)	UninsuredDiscountInd
State Regulation	Yes (X)	StateRegulationInd
App Financial Asst Expln	Yes (true)	AppFinancialAsstExplnInd
Includes Publicity Measures	Yes (true)	IncludesPublicityMeasuresInd
Posted On Website	Yes (X)	PostedOnWebsiteInd
Available On Request	Yes (X)	AvailableOnRequestInd
FAP Actions On Nonpayment	Yes (true)	FAPActionsOnNonpaymentInd
Collection Activities	false	CollectionActivitiesInd
FAP Notified Upon Admission	Yes (X)	FAPNotifiedUponAdmissionInd
FAP Notified Before Discharge	Yes (X)	FAPNotifiedBeforeDischargeInd
FAP Notified All Patients	Yes (X)	FAPNotifiedAllPatientsInd
Documented Elig Determination	Yes (X)	DocumentedEligDeterminationInd
Nondis Emergency Care Policy	Yes (true)	NondisEmergencyCarePolicyInd
Average Negotiated Rates	Yes (X)	AverageNegotiatedRatesInd
Amounts Generally Billed	false	AmountsGenerallyBilledInd
Gross Charges	false	GrossChargesInd

Supplemental Information SupplementalInformationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART V, SECTION B, LINES 3&4 (INPUT FROM COMMUNITY/JOINT CHNA)

THE UNIVERSITY OF PENNSYLVANIA IS A MEMBER OF THE DELAWARE VALLEY HEALTHCARE COUNCIL OF HOSPITAL & HEALTH SYSTEM ASSOCIATION OF PENNSYLVANIA ("DVHC"), THE MEMBERSHIP ASSOCIATION FOR HOSPITALS IN THE FIVE-COUNTY REGION OF SOUTHEASTERN PENNSYLVANIA. DVHC ESTABLISHED A COMMUNITY HEALTH NEEDS ASSESSMENT ("CHNA") WORKGROUP TO ASSIST HOSPITALS IN: - UNDERSTANDING AFFORDABLE CARE ACT (ACA) REQUIREMENTS AND INTERNAL REVENUE SERVICE GUIDANCE AROUND COMMUNITY HEALTH NEEDS ASSESSMENTS. - IDENTIFYING THE BEST RESOURCES, TOOLS, AND SERVICES FOR CONDUCTING NEEDS ASSESSMENTS. THE WORKGROUP CONSISTED OF REPRESENTATIVES FROM THE FOLLOWING COLLABORATING HOSPITALS, HEALTH SYSTEMS, AND ORGANIZATIONS: -ABINGTON HEALTH -ARIA HEALTH -BUCKS COUNTY HEALTH IMPROVEMENT PARTNERSHIP -THE CHILDREN'S HOSPITAL OF PHILADELPHIA -CROZER-KEYSTONE HEALTH SYSTEM -EINSTEIN HEALTHCARE NETWORK -HOLY REDEEMER -JEFFERSON HEALTH SYSTEM ("JHS") (INCLUDING THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC., MAIN LINE HEALTH, AND MAGEE REHABILITATION HOSPITAL)- JHS DISBANNED AS OF JUNE 30, 2014. -MERCY HEALTH SYSTEM OF SEPA -PENN MEDICINE (THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PENN PRESBYTERIAN MEDICAL CENTER, AND PENNSYLVANIA HOSPITAL) -ST. MARY MEDICAL CENTER -TEMPLE UNIVERSITY HEALTH SYSTEM -------------------- PART V, SECTION B, LINE 5A (CHNA AVAILABILITY TO PUBLIC) THE CHNA CAN BE ACCESSED AT HTTP://WWW.PENNMEDICINE.ORG/HEATLH-SYSTEM/ABOUT/COMMUNITY. --------------------

PART V, SECTION B, LINE 7 (ADDRESSING THE NEEDS IDENTIFIED IN THE CHNA)

THE FIRST CHNA AND IMPLEMENTATION PLAN FOR THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM WAS ADOPTED JUNE 30, 2013. THE ORGANIZATION IS IN THE PROCESS OF ADDRESSING THE NEEDS IDENTIFIED IN THE CHNA BUT HAS NOT FULLY ADDRESSED ALL NEEDS AT THIS TIME. --------------------

Field	Value	IRS element (for citing)
Facility	16	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (16 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	FacilityFacilityTxt
PENN MEDICINE AT RADNOR
250 KING OF PRUSSIA ROAD	BALA CYNWYD	PA	19004	OUTPATIENT FACILITY
PENN MEDICINE AT BUCKS COUNTY
777 TOWNSHIP LINE ROAD	YARDLEY	PA	19067	OUTPATIENT FACILITY
PENN MEDICINE AT VALLEY FORGE
1001 CHESTERBROOK BLVD	BERWYN	PA	19312	OUTPATIENT FACILITY
PENN MEDICINE AT WOODBURY HEIGHTS
1006 MANTUA PIKE	WOODBURY HEIGHTS	NJ	08097	OUTPATIENT FACILITY
PENN MEDICINE AT RITTENHOUSE
1800 LOMBARD STREET	PHILADELPHIA	PA	19146	INPATIENT REHABILITATION
ANATOMY CHEMISTRY
420 GUARDIAN DRIVE	PHILADEPHIA	PA	19104	RESEARCH FACILITY
BIOMEDICAL RESEARCH BUILDING 2
500 OSLER CIRCLE	PHILADELPHIA	PA	19104	RESEARCH FACILITY
BLOCKLEY HALL
423 GUARDIAN DRIVE	PHILADELPHIA	PA	19104	RESEARCH FACILITY
CAROLYN HOFF LYNCH BIOLOGY LAB
435 S UNIVERSITY AVENUE	PHILADELPHIA	PA	19104	RESEARCH FACILITY
CHEMISTRY LABORATORIES - 1958 WING
231 S 34TH STREET	PHILADELPHIA	PA	19104	RESEARCH FACILITY
CHESTNUT HALL
3900 CHESTNUT STREET	PHILADELPHIA	PA	19104	RESEARCH FACILITY
CLINICAL RESEARCH BUILDING
415 CURIE BLVD	PHILADELPHIA	PA	19104	RESEARCH FACILITY
GL LABORATORY BUILDING
500 S RIDGEWAY	GLENOLDEN	PA	19036	RESEARCH FACILITY
GODDARD LABORATORIES
3710 HAMILTON WALK	PHILADELPHIA	PA	19104	RESEARCH FACILITY
HAYDEN HALL
3320 SMITH WALK	PHILADELPHIA	PA	19104	RESEARCH FACILITY
PERELMAN CENTER FOR ADVANCED MEDICINE
3400 CIVIC CENTER BOULEVARD	PHILADELPHIA	PA	19104	OUTPATIENT FACILITY

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 7 (BAD DEBT EXPENSE, COSTING METHODOLOGY USED)	THE BAD DEBT EXPENSE AMOUNT INCLUDED ON FORM 990, PART IX, COLUMN 25(A) WAS $7,944,000 RELATED TO ACADEMIC BAD DEBTS FOR THE YEAR ENDED JUNE 30, 2014. CONSISTENT WITH PRIOR YEAR, PATIENT SERVICE BAD DEBTS IS TREATED AS A CONTRA-REVENUE LINE ITEM ON THE STATEMENT OF REVENUE. THE COSTING METHODOLOGY USED IN CALCULATING THE AMOUNTS REPORTED ON THE LINE 7 TABLE ARE BASED ON A COST TO CHARGE RATIO. THE COST TO CHARGE RATIO WAS DERIVED FROM WORKSHEET 2. -------------------- PART I, LINE 7h (CHANGE IN RESEARCH REPORTING METHODOLOGY) DUE TO A CHANGE IN IRS INSTRUCTIONS FOR FY 14, THE AMOUNT REPORTED IN COLUMN (D), "DIRECT OFFSETTING REVENUE" FOR RESEARCH ACTIVITIES MUST NOW INCLUDE RESTRICTED GRANTS THAT THE ORGANIZATION USES TO PROVIDE COMMUNITY BENEFIT. THIS WAS NOT THE CASE IN PREVIOUS YEARS. ACCORDINGLY, THE OVERALL DECREASE IN THE COMMUNITY BENEFIT PERCENTAGE REPORTED FROM FY 13 IS DIRECTLY DUE TO A CHANGE IN IRS INSTRUCTIONS, NOT DUE TO ANY CHANGE IN THE ACTIVITIES BEING CONDUCTED BY THE ORGANIZATION. ABSENT THIS IRS INSTRUCTIONAL CHANGE, THE ORGANIZATION WOULD HAVE REPORTED 10.72% COMMUNITY BENEFIT EXPENSE FOR THE RESEARCH CATEGORY. --------------------
PART II (DETAIL OF COMMUNITY BUILDING ACTIVITIES)	AT THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (UPHS), WORKING FOR THE BENEFIT OF THE COMMUNITY IS NOT ONLY A PRIORITY; IT IS ROOTED DEEP IN OUR CULTURE. ALONG WITH OUR ROLE AS A LEADER IN MEDICAL CARE AND RESEARCH, WE HAVE CULTIVATED A STRONG AFFINITY WITH THE NEIGHBORHOODS WE SERVE - BECOMING INCREASINGLY RESPONSIVE IN IDENTIFYING NEEDS AND BEING PROACTIVE IN FINDING SOLUTIONS. WE ARE SENSITIVE TO THE DISPARITY IN THE QUALITY OF HEALTH AND HEALTH CARE AMONG THE PEOPLE OF THE PHILADELPHIA AREA. IN NEIGHBORHOODS THROUGHOUT THE CITY, MANY RESIDENTS- OFTEN THE VERY YOUNG OR THE VERY OLD- DO NOT HAVE ACCESS TO ADEQUATE CARE. THE QUALITY OF THEIR LIVES IS DIMINISHED BECAUSE THEY ARE UNABLE TO RECEIVE THE SERVICES AND SUPPORT THEY NEED. AWARE OF THESE BARRIERS TO HEALTH CARE FACED BY OUR COMMUNITIES, WE USE OUR RESOURCES TO IMPROVE THE HEALTH AND WELLNESS AMONG THE UNDERSERVED. OUR MORAL IMPERATIVE IS TO LOOK, LISTEN, AND ACT - IN WAYS THAT WILL MAKE A DIFFERENCE. IN COLLABORATION WITH OUR PHYSICIANS, NURSES, STUDENTS AND COMMUNITY PARTNERS, WE TAKE ACTION TO ENHANCE THE WELL-BEING OF THE NEIGHBORHOODS WE ALL SHARE. OUR OUTREACH EXTENDS IN MANY DIRECTIONS AND IS DISPLAYED IN MANY WAYS. A LISTING OF SOME OF THE VARIOUS HEALTHCARE-RELATED COMMUNITY OUTREACH ACTIVITIES CONDUCTED BY UPHS IS INCLUDED IN RESPONSE TO QUESTION 5 BELOW. IN ADDITION TO DIRECT HEALTH-CARE RELATED ACTIVITIES, THE UNIVERSITY ALSO PROMOTES THE HEALTH OF ITS COMMUNITY BY PROVIDING A DIRECT ECONOMIC IMPACT TO ITS SURROUNDING AREA. UNIVERSITY CITY, THE AREA OF WEST PHILADELPHIA THAT HOSTS PENN'S CAMPUS, IS A NEIGHBORHOOD OF CHOICE FOR FAMILIES, STUDENTS, FACULTY, STAFF AND VISITORS AND A THRIVING LOCATION FOR RETAILERS, RESTAURATEURS, HOTELS, OFFICE-BASED BUSINESSES AND OTHERS. PENN'S STRATEGIC NEIGHBORHOOD INVESTMENTS AND COMMUNITY PARTNERSHIPS ARE A RECOGNIZED NATIONAL AND GLOBAL MODEL FOR URBAN CAMPUSES. THE IMPACT OF PENN'S LOCAL COMMUNITY INITIATIVES INCLUDE: - WITH $1.9 MILLION IN DUES, PENN IS THE LARGEST CONTRIBUTOR TO THE UNIVERSITY CITY DISTRICT, WHICH PROVIDES SUPPLEMENTAL SAFETY, CLEANING AND STREETSCAPE IMPROVEMENTS TO THE NEIGHBORHOOD. - THE UNIVERSITY PAID $820,440 IN FY 14 TO THE SCHOOL DISTRICT OF PHILADELPHIA IN SUPPORT OF THE PENN ALEXANDER SCHOOL ALONG WITH GRADUATE SCHOOL OF EDUCATION STUDENT TEACHER HOURS. THE PENN ALEXANDER SCHOOL IS A TOP-RANKED PUBLIC ELEMENTARY SCHOOL IN UNIVERSITY CITY. - PENN PROVIDED MILLIONS IN STUDENT AID IN FY 14 TO PHILADELPHIA RESIDENTS ENROLLED AT PENN, INCLUDING STUDENTS FROM WEST PHILADELPHIA. - PENN'S $1 MILLION ANNUAL INVESTMENT IN THE NETTER CENTER FOR COMMUNITY PARTNERSHIPS ENABLES AN ARRAY OF LOCAL INITIATIVES INCLUDING TUTORING PUBLIC SCHOOL STUDENTS AND PROVIDING HEALTH AND NUTRITION PROGRAMS. - PENN PURCHASED MILLIONS IN PRODUCTS AND SERVICES FROM BUSINESSES IN WEST AND SOUTHWEST PHILADELPHIA IN FY 14. - HOUSING PRICES IN UNIVERSITY CITY APPRECIATED 52.4% FROM 2003-2014. --------------------
PART III, SECTION A, LINE 2 (BAD DEBT EXPENSE)	THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNTS REPORTED ON LINES 2 AND 3 ARE BASED ON ACTUAL CHARGES WRITTEN OFF (AMOUNTS THAT ARE DEEMED TO BE UNCOLLECTIBLE). -------------------- PART III, SECTION A, LINE 3 (BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIBIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY) UPHS UTILIZES A THIRD-PARTY VENDOR TO POPULATE THE NUMBER OF INDIVIDUALS WITHIN EACH HOUSEHOLD AND THE MEAN HOUSEHOLD INCOME BASED ON THE ACCOUNT ADDRESS. UPHS ESTIMATES THE AMOUNT OF BAD DEBTS ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER ITS FINANCIAL ASSISTANCE POLICY BASED UPON 300% OF THE FEDERAL POVERTY GUIDELINES. -------------------- PART III, SECTION A, LINE 4 (BAD DEBT EXPENSE FOOTNOTE) THE BAD DEBT EXPENSE FOOTNOTE DISCLOSURE CAN BE FOUND ON PAGE 17 OF THE ATTACHED CONSOLIDATED FINANCIAL STATEMENTS FOR THE UNIVERSITY OF PENNSYLVANIA. --------------------
PART III, SECTION B, LINE 8 (COSTING METHODOLOGY, MEDICARE SHORTFALL)	THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNT REPORTED ON LINE 6 IS BASED ON A COST TO CHARGE RATIO. CONSISTENT WITH THE CHARTIABLE HEALTHCARE MISSION OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (UPHS) AND THE COMMUNITY BENEFIT STANDARD SET FORTH IN IRS REVENUE RULING 69-545, UPHS PROVIDES CARE FOR ALL PATIENTS COVERED BY MEDICARE SEEKING MEDICAL CARE AT UPHS. SUCH CARE IS PROVIDED REGARDLESS OF WHETHER THE REIMBURSEMENT PROVIDED FOR SUCH SERVICES MEETS OR EXCEEDS THE COSTS INCURRED BY UPHS TO PROVIDE SUCH SERVICES. --------------------
PART III, LINE 9B (COLLECTION PRACTICES)	THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM PROVIDES URGENT/EMERGENT MEDICAL SERVICES WITHOUT REGARD TO ABILITY TO PAY. WHEN IT HAS BEEN DETERMINED THAT A PATIENT IS NOT ELIGIBLE FOR COVERAGE BY EXTERNAL SOURCES OF FUNDING, FINANCIAL ASSISTANCE MAY BE AVAILABLE FOR BOTH THE UNINSURED AND UNDERINSURED, THE INDIGENT, HARDSHIP AND MEDICALLY INDIGENT AND MAY BE APPROVED AS EITHER FULL OR PARTIAL FREE CARE. PATIENTS WHO DO NOT COOPERATE WITH THE FINANCIAL COUNSELING PROCESS OR WHOSE APPLICATION FOR FINANCIAL ASSISTANCE IS DENIED BY THE HEALTH SYSTEM MAY BE PURSUED BY COLLECTION EFFORTS, INCLUDING REFERRAL TO AN OUTSIDE COLLECTION AGENCY OR ATTORNEY AS DETERMINED BY OUR PATIENT ACCOUNTING DEPARTMENT. --------------------
PART VI, LINE 2 (NEEDS ASSESSMENT)	THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM'S ("UPHS") MISSION IS TO PROVIDE THE MOST ADVANCED AND HIGHEST QUALITY PATIENT CARE POSSIBLE; TO PROVIDE A RICH AND DIVERSE EDUCATIONAL ENVIRONMENT FOR STUDENTS AND TRAINEES; AND TO SUPPORT CLINICAL RESEARCH THAT PUSHES THE BOUNDARIES OF CURRENT HUMAN KNOWLEDGE. TO THESE ENDS, UPHS IS AN ACTIVE PARTICIPANT IN THE WEST PHILADELPHIA NEIGHBORHOOD THAT IS OUR HOME. ON ANY GIVEN DAY, UPHS PHYSICIANS, NURSES, MEDICAL STUDENTS AND VOLUNTEERS ARE OUT IN THE COMMUNITY SHARING THEIR SKILLS, THEIR TALENTS AND MOST IMPORTANTLY, THEMSELVES FOR THE BETTERMENT OF THE COMMUNITY. - HOW THE HEALTH SYSTEM IDENTIFIES AND TAKES ACTION TO ADDRESS RACIAL, ETHNIC, AND GENDER DISPARITIES IN MEDICAL CARE EVERY DAY IN OUR NEIGHBORHOOD CLINICS, IN OUR EMERGENCY ROOM AND PHYSICIANS' OFFICES WE SEE THE EFFECTS OF RACIAL, ETHNIC AND GENDER DISPARITIES IN HEALTH CARE. IN KEEPING WITH OUR CHARITABLE PURPOSE, UPHS ACCEPTS PATIENTS IN NEED OF URGENT MEDICAL CARE REGARDLESS OF THEIR FINANCIAL STATUS OR ANY OTHER SOCIO-ECONOMIC FACTORS. AS THE MAIN PROVIDER IN A SERVICE AREA THAT INCLUDES A NUMBER OF ECONOMICALLY-CHALLENGED NEIGHBORHOODS, UPHS PROVIDES CARE TO MANY PATIENTS WHO DO NOT HAVE HEALTH INSURANCE PROVIDING MORE THAN $100 MILLION IN CHARITY AND UNDERFUNDED CARE EACH YEAR. IN PARTNERSHIP WITH COMMUNITY-BASED ORGANIZATIONS AND OTHER AREA INSTITUTIONS, UPHS SEEKS TO IDENTIFY AND ADDRESS RACIAL, ETHNIC AND GENDER DISPARITIES THROUGH SUPPORT FOR PROGRAMS INCLUDING, BUT NOT LIMITED TO: > PUENTES DE SALUD - A WEEKLY FREE CLINIC THAT SEEKS TO ADDRESS THE HEALTH NEEDS OF THE GROWING LATINO POPULATION BY PROVIDING LOW-COST CARE TO MORE THAN 800 PATIENTS ANNUALLY. > THE UNITY CLINIC - A FREE CLINIC THAT PROVIDES PRIMARY CARE SERVICES TO LOW-INCOME ASIAN IMMIGRANTS IN PHILADELPHIA. > WOMEN AND CHILDREN'S HEALTH SERVICES - AN AMBULATORY CARE FACILITY THAT SPECIALIZES IN THE PROVISION OF OBSTETRICAL, FAMILY PLANNING AND SOCIAL SERVICES THROUGH FREE AND LOW COST PROGRAMS THAT EXTEND WELL BEYOND TRADITIONAL MEDICAL CARE. - HOW THE HEALTH SYSTEM ASSESSES COMMUNITY HEALTH STATUS UPHS PROVIDES VARIOUS COMMUNITY SERVICES WHICH, IN CONJUNCTION WITH PROVIDING PATIENT CARE AND EDUCATIONAL INFORMATION, HELP US ASSESS THE HEALTH STATUS OF OUR COMMUNITY. SOME OF OUR MOST SUCCESSFUL INITIATIVES RESULT FROM APPLYING THE COLLECTIVE RESOURCES OF COMMUNITY RESIDENTS AND ORGANIZATIONS, HEALTH CARE PROFESSIONALS, AND PUBLIC HEALTH AGENCIES WITH THE GOAL OF IDENTIFYING AND ADDRESSING A COMMUNITY PROBLEM. THIS IS ACCOMPLISHED IN MANY WAYS, SUCH AS: FORMAL HEALTH ASSESSMENTS THAT INDIVIDUAL PROGRAMS MAY PERFORM, OPEN DIALOGUE WITH COMMUNITY LEADERS THROUGH PARTICIPATION IN COMMUNITY MEETINGS, OR BY ASSESSING COMMUNITY HEALTH STATUS IN THE WORK WE PERFORM OUT IN THE COMMUNITY. - HOW THE HEALTH SYSTEM COLLABORATES WITH COMMUNITY STAKEHOLDERS, INCLUDING OTHER INSTITUTIONAL PROVIDERS, TO IDENTIFY SPECIFIC COMMUNITY HEALTH NEEDS AND TO DEVELOP AND MEASURE EFFECTIVENESS OF PROGRAMS TO HELP MEET THOSE NEEDS COLLABORATION WITH COMMUNITY STAKEHOLDERS AND OTHER INSTITUTIONAL PROVIDERS IS A PARTICULARLY STRONG AREA FOR UPHS. WORKING IN CONJUNCTION WITH COMMUNITY-BASED NON-PROFIT ORGANIZATIONS, CITY AGENCIES AND OTHER COMMUNITY STAKEHOLDERS, UPHS SEEKS TO IDENTIFY AND ADDRESS COMMUNITY HEALTH NEEDS THROUGH PROGRAMS AND SERVICES, SUCH AS: > SAYRE HEALTH CENTER - RECOGNIZING A NEED FOR PRIMARY CARE SERVICES IN THE NEIGHBORHOOD, PENN JOINED FORCES WITH THE SCHOOL DISTRICT OF PHILADELPHIA TO BRING A STATE-OF-THE-ART HEALTH CARE FACILITY TO SAYRE HIGH SCHOOL IN WEST PHILADELPHIA. IN ADDITION TO PROVIDING PRIMARY CARE SERVICES TO THE COMMUNITY, PENN MEDICINE PHYSICIANS WORK IN PARTNERSHIP WITH SAYRE STUDENTS TO TEACH BASIC MEDICAL SERVICES THAT ONE DAY COULD LEAD TO A CAREER IN THE MEDICAL PROFESSION. > BRIDGING THE GAPS - A PARTNERSHIP OF THE AREA'S FIVE ACADEMIC HEALTH CENTERS, BRIDGING THE GAPS (BTG) LINKS THE TRAINING OF HEALTH PROFESSIONALS WITH THE PROVISION OF CARE TO ECONOMICALLY DISADVANTAGED POPULATIONS. LED BY UPHS PHYSICIANS AND STAFF, BTG GIVES MEDICAL STUDENTS THE OPPORTUNITY TO GAIN FIRST-HAND INSIGHT INTO THE COMPLEX ISSUES AFFECTING UNDERSERVED URBAN COMMUNITIES. IN ADDITION TO THE PROGRAMS OUTLINES ABOVE, UPHS PHYSICIANS AND STAFF PROVIDE EDUCATIONAL PROGRAMS IN CONJUNCTION WITH AREA HIGH SCHOOLS AND VOLUNTEER THEIR EXPERTISE TO NUMEROUS PUBLIC HEALTH COMMITTEES AND AGENCIES AT THE COMMUNITY, STATE AND NATIONAL LEVEL. - HOW THE HEALTH SYSTEM REGULARLY REPORTS TO THE COMMUNITY ON THE ORGANIZATION'S QUALITY PERFORMANCE FOR THE FULL RANGE OF SERVICES IT PROVIDES SINCE 2007, UPHS HAS PUBLISHED AN ANNUAL COMMUNITY BENEFIT REPORT, "SIMPLY BECAUSE," WHICH HIGHLIGHTS SOME OF THE EXTENSIVE WORK UPHS PERFORMS IN THE COMMUNITY. THIS WIDELY DISTRIBUTED REPORT INCLUDES EXAMPLES OF OUR COMMUNITY EFFORTS AS WELL AS STATISTICS RELATED TO THE COMMUNITY BENEFIT WE PROVIDE. ADDITIONALLY, LAST YEAR UPHS IMPLEMENTED OUR "PENN MEDICINE CARES" (COMMUNITY ACTIVITY REPORTING E-INITIATIVE) PROGRAM. WHILE THE "SIMPLY BECAUSE" REPORT PROVIDES US A BRIEF GLIMPSE INTO ALL THE GOOD WORK UPHS PERSONNEL ARE INVOLVED IN, IT REPRESENTS ONLY A FRACTION OF THE TOTAL COMMUNITY SERVICE WORK THAT OCCURS. WE DEVELOPED THIS REPORTING PROGRAM TO ENCOURAGE OUR EMPLOYEES TO REPORT ALL OF THE COMMUNITY SERVICES THEY PROVIDE SO THAT WE CAN BETTER TRACK COMMUNITY OUTREACH, ENCOURAGE MORE VOLUNTEERISM AND BETTER TARGET OUR EFFORTS TO MEET THE GREATEST COMMUNITY NEEDS. - WHETHER AND HOW UPHS IS ADDRESSING THE PER CAPITA COST OF CARE IN THE COMMUNITY UPHS SUPPORTS EFFORTS TO PROVIDE FREE AND LOW-COST CARE TO THE COMMUNITY THROUGH PARTNERSHIPS WITH BOTH PENN-RELATED AND NON-RELATED PROGRAMS. UPHS PHYSICIANS AND STAFF WORK IN HEALTH CLINICS THROUGHOUT PHILADELPHIA THAT PROVIDE THESE MUCH-NEEDED SERVICES THAT ALSO ADDRESSES THE PER CAPITA COST OF HEALTH CARE IN THE COMMUNITY. IN ADDITION, UPHS HAS A SPECIALTY CARE CONTRACT WITH THE CITY OF PHILADELPHIA THAT ALLOWS PHYSICIANS FROM THE CITY'S DISTRICT HEALTH CENTERS TO REFER PATIENTS INTO THE SYSTEM FOR APPOINTMENTS IN SPECIALTIES SUCH AS CARDIOLOGY, NEUROLOGY AND DERMATOLOGY. THESE SERVICES ARE PROVIDED TO THE CITY AT A SIGNIFICANTLY REDUCED COST - GIVING UNINSURED AND UNDERINSURED PATIENTS ACCESS TO CARE THEY MIGHT NOT OTHERWISE RECEIVE WHILE KEEPING DOWN THE PER CAPITA COST FOR THE CITY AND RESIDENTS OF THE COMMUNITY. AT UPHS, WORKING FOR THE BENEFIT OF THE COMMUNITY IS NOT ONLY A PRIORITY; IT IS ROOTED DEEP IN OUR CULTURE. ALONG WITH OUR ROLE AS A LEADER IN MEDICAL CARE AND RESEARCH, UPHS HAS CULTIVATED A STRONG AFFINITY WITH THE NEIGHBORHOODS WE SERVE- BECOMING INCREASINGLY RESPONSIVE IN IDENTIFYING NEEDS AND PROACTIVE IN FINDING SOLUTIONS. IN ADDITION TO OUR OWN INTERNAL EFFORTS, UPHS ALSO COLLABORATES WITH VARIOUS PUBLIC AND PRIVATE AGENCIES TO HELP DETERMINE COMMUNITY HEALTH NEEDS AND HOW BEST TO ADDRESS THEM. THE SUCCESS OF COMMUNITY OUTREACH REQUIRES A STRONG FOCUS ON SOLUTIONS. AT UPHS, WE CONTINUALLY FIND WAYS TO EXPAND AND STRENGTHEN THE SAFETY NET THAT HELPS ENSURE THE WELL-BEING OF THE COMMUNITIES WE SERVE. IN THAT REGARD, ONE OF OUR MAJOR RESPONSIBILITIES IS TO SHARE KNOWLEDGE. WORKING TOGETHER WITH COMMUNITY PARTNERS ENABLES US TO ACCOMPLISH MORE THAN ANY ONE PERSON COULD INDIVIDUALLY. --------------------
PART VI, LINE 3 (PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE)	THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("UPHS") IS COMMITTED TO CARING FOR ALL PATIENTS EQUITABLY, WITH DIGNITY, RESPECT AND COMPASSION WITHOUT REGARD TO AGE, RACE, COLOR, NATIONAL ORIGIN, RELIGIOUS CREED, SEX, PHYSICAL OR MENTAL DISABILITY, MARITAL STATUS OR SEXUAL PREFERENCE. AS PART OF THIS COMMITMENT, PENN MEDICINE OFFERS FINANCIAL COUNSELING AND ASSISTANCE PROGRAMS TO UNINSURED AND UNDERINSURED PATIENTS TO ASSIST THOSE WHO CANNOT PAY FOR ALL OR PART OF THEIR CARE. PATIENTS WILL BE CONSIDERED FOR FINANCIAL ASSISTANCE ON AN INDIVIDUAL BASIS, TAKING INTO CONSIDERATION TOTAL HOUSEHOLD INCOME AND OTHER RESOURCES. PENN MEDICINE WILL ALSO CONSIDER OTHER FACTORS IN THE PATIENT/FAMILY FINANCIAL SITUATION, SHOULD THERE BE OTHER CRITICAL EXPENSES, NOT RELATED TO THE PATIENT'S MEDICAL CARE, THAT MAKE PAYMENT OF THE FINANCIAL OBLIGATION IMPOSSIBLE, SUCH AS CARING FOR A DISABLED FAMILY MEMBER. UNINSURED OR UNDERINSURED PERSONS MAY APPLY FOR FINANCIAL ASSISTANCE AT ANY TIME DURING TREATMENT OR WHEN REQUEST FOR PAYMENT IS MADE. UPHS INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE, OR LOCAL GOVERNMENT PROGRAMS OR UNDER UPHS'S CHARITY CARE POLICY. PATIENTS ARE INFORMED OF THE AVAILABILITY OF CHARITY CARE IN VARIOUS WAYS (E.G. AT POINT OF REGISTRATION, ON POSTERS THROUGHOUT HOSPITAL, IN PRACTICES, FINANCIAL COUNSELOR INTERVIEW AND WEBSITE). --------------------
PART VI, LINE 4 (COMMUNITY INFORMATION)	THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("UPHS") IS SENSITIVE TO THE DISPARITY IN THE QUALITY OF HEALTH AND HEALTH CARE AMONG THE PEOPLE OF THE PHILADELPHIA AREA. IN NEIGHBORHOODS THROUGHOUT THE CITY, MANY RESIDENTS, OFTEN THE VERY YOUNG OR THE VERY OLD DO NOT HAVE ACCESS TO ADEQUATE CARE. THE QUALITY OF THEIR LIVES IS DIMINISHED BECAUSE THEY ARE UNABLE TO RECEIVE THE SERVICES AND SUPPORT THEY NEED. AWARE OF THE BARRIERS TO HEALTH CARE FACED BY OUR COMMUNITIES, WE USE OUR RESOURCES TO IMPROVE THE HEALTH AND WELLNESS AMONG THE UNDERSERVED. OUR MORAL IMPERATIVE IS TO LOOK, LISTEN, AND ACT IN WAYS THAT WILL MAKE A DIFFERENCE. IN COLLABORATION WITH OUR PHYSICIANS, NURSES, STUDENTS AND COMMUNITY PARTNERS, WE TAKE ACTION TO ENHANCE THE WELL-BEING OF THE NEIGHBORHOODS WE ALL SHARE. --------------------
PART VI, LINE 5 (INFORMATION REGARDING PROMOTION OF COMMUNITY HEALTH)	THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM'S ("UPHS") CORE COMMUNITY BENEFITS PROGRAMS WERE ESTABLISHED AND CONTINUE TO THRIVE WHETHER OPERATED BY OR ENCOURAGING VOLUNTEERS BY THE HEALTH SYSTEM. HERE IS A LIST OF SOME OF THE COMMUNITY BENEFITS UPHS PROVIDES: - UNIVERSITY CITY HOSPITAL COALITION (UCHC) - PROVIDES MEALS TO THE HOMELESS AND HUNGRY. - UNITED COMMUNITY CLINIC (UCC) - A FREE HEALTH CLINIC IN THE BASEMENT OF A CHURCH IN THE EAST PARKSIDE NEIGHBORHOOD. - PROJECT ME (MIND EMPOWERMENT) - A PROGRAM AT JANE ADDAMS PLACE, AN EMERGENCY SHELTER FOR YOUNG HOMELESS MOTHERS, WHERE NURSES FROM VARIOUS DEPARTMENTS OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA (HUP) CONDUCT EDUCATIONAL CLASSES ON A VARIETY OF TOPICS INCLUDING CARING FOR BABY, FLU PREVENTION AND MORE. - ADDICTION UNIT AT PENN PRESBYTERIAN MEDICAL CENTER (PMC) - IS AN 18 BED FACILITY THAT PROVIDES REHAB TREATMENT FOR DRUG ADDICTS AND ALCOHOLICS. - DR. BERNETT L. JOHNSON, JR. SAYER HEALTH CENTER - THE LATE DR. SAYER HAD A VISION: TO CREATE A PRIMARY CARE HEALTH CENTER, WHERE PENN MEDICINE WORKS IN COLLABORATION WITH SAYER HIGH SCHOOL TO BRING STATE-OF-THE-ART HEALTH CARE TO THE NEIGHBORHOOD. SAYER IS ONE OF 30 SCHOOLS IN THE CITY PARTICIPATING IN PROJECT BIOEYES, AN INNOVATIVE EDUCATIONAL INITIATIVE SPONSORED BY THE UNIVERSITY OF PENNSYLVANIA'S INSTITUTE FOR REGENERATIVE MEDICINE AND THE NETTER CENTER FOR COMMUNITY PARTNERSHIPS. - PREVENTION POINT CLINIC - A NON-PROFIT GROUP THAT PRIMARILY SERVES THOSE WHO ARE UNINSURED OR LIVING IN SHELTERS. THE PRESENCE OF PENN DOCTORS AT THE CLINIC HAS BEEN GETTING AROUND BY WORD-OF-MOUTH. PREVENTION POINT OFFERS A VARIETY OF HEALTH SERVICES RANGING FROM TREATING INFECTIONS TO PROVIDING VACCINES FOR HEPATITIS AND TETANUS. PATIENTS WITH MORE CHRONIC ISSUES CAN RECEIVE REFERRALS TO PRIMARY CARE ELSEWHERE IN THE CITY. - PUENTES DE SALUD - THE GOAL OF THE ORGANIZATION IS TO BRIDGE THE GAP BRINGING LOW COST, HIGH QUALITY HEALTH CARE AND SOCIAL SERVICES TO SOUTH PHILADELPHIA'S GROWING LATINO POPULATION. VOLUNTEERS CONSISTING OF PENN PHYSICIANS, NURSES, MEDICAL STUDENTS AND UNDERGRADUATES FROM THE UNIVERSITY OF PENNSYLVANIA PROVIDE CARE FOR NEARLY 1,400 PATIENTS PRIMARILY SPANISH SPEAKING IMMIGRANTS. ROUGHLY 10% OF THEM ARE DIABETIC. - LATINA COMMUNITY HEALTH SERVICES (LCHS) IS THE WOMEN'S HEALTH EXTENSION OF PUENTES DE SALUD. THE PROGRAM WAS CREATED TO PROVIDE QUALITY HEALTH CARE TO HISPANIC WOMEN INCLUDING ULTRASOUND SCREENING AND DIABETES EDUCATION. - A GROUP OF CLERGY MEMBERS FROM CHRISTIAN STRONGHOLD BAPTIST CHURCH FREQUENTLY ADVISE PARISHIONERS SUFFERING FROM DEPRESSION, ANXIETY AND OTHER MENTAL HEALTH ISSUES. IN ORDER TO PROVIDE BETTER COUNSEL, THE CLERGY MEMBERS CONTACTED ASSISTANT PROFESSORS FROM PENN. ALONG WITH OTHER PENN PHYSICIANS THEY OVERSEE A SERIES OF SEMINARS AT THE CHURCH IN CONJUNCTION WITH THE MAINLINE CHAPTER OF THE NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) TO EDUCATE THE PASTORS ON MENTAL HEALTH ISSUES. - HALL-MERCER HOMELESS PROGRAM - A PROGRAM THAT PROVIDES CARE AND RESOURCES FOR PEOPLE WHO LIVE ON THE STREETS OR HAVE A HISTORY OF HOMELESSNESS. AS THE BEHAVIORAL WING OF PENNSYLVANIA HOSPITAL, HALL-MERCER OFFERS A FULL RANGE OF SERVICES TO THE CITY'S MENTALLY ILL OR DISPLACED POPULATION. - PENN SIGHT SAVERS PROGRAM - A GROUP OF STUDENTS FROM THE PERELMAN SCHOOL OF MEDICINE CONDUCT HUNDREDS OF FREE GLAUCOMA SCREENINGS AND EDUCATE COMMUNITIES ON THE TOPIC OF OCULAR HEALTH. --------------------
PART VI, LINE 6 (AFFILIATED HEALTHCARE SYSTEM INFORMATION)	THE MISSION OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM IS EXCELLENCE IN EDUCATION, RESEARCH, AND CLINICAL CARE. WE STRIVE TO ACHIEVE THESE GOALS BY HAVING THE BEST PEOPLE IN MEDICAL EDUCATION, HEALTH-RELATED RESEARCH, AND PATIENT CARE; MAKING USE OF KNOWLEDGE GAINED FROM NEARLY TWO AND A HALF CENTURIES OF LEARNING AND DISCOVERY AS PART OF A WORLD-CLASS UNIVERSITY; DELIVERING HIGH-QUALITY MEDICINE TO PATIENTS ACROSS A FULLY INTEGRATED ACADEMIC HEALTH SYSTEM; AND FULFILLING A COMMITMENT TO IMPROVE THE HEALTH OF PEOPLE IN THE COMMUNITIES SERVED BY THE HEALTH SYSTEM AND AROUND THE WORLD. AS PART OF AN AFFILIATED HEALTHCARE SYSTEM, THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM CONSISTS OF CERTAIN OPERATING DIVISIONS OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") AND AFFILIATED ENTITIES, INCLUDING: - THE CHESTER COUNTY HOSPITAL ("CCH"), INCLUDES A 245 BED COMPLEX IN WEST CHESTER, PENNSYLVANIA AND SATELLITE LOCATIONS IN EXTON, WEST GOSHEN, NEW GARDEN, JENNERSVILLE AND KENNETT SQUARE, PENNSYLVANIA. CCH BECAME PART OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM EFFECTIVE SEPTEMBER 1, 2013. - THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA ("HUP"), A 727 LICENSED BED QUATERNARY CARE HOSPITAL AND ACADEMIC MEDICAL CENTER LOCATED ON THE CAMPUS OF THE UNIVERSITY IN THE WEST PHILADELPHIA AREA OF PHILADELPHIA, PENNSYLVANIA; - PENN PRESBYTERIAN MEDICAL CENTER OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("PRESBYTERIAN"), A 317 LICENSED BED ACUTE CARE HOSPITAL LOCATED ADJACENT TO THE CAMPUS OF THE UNIVERSITY IN THE WEST PHILADELPHIA AREA OF PHILADELPHIA, PENNSYLVANIA; - PENNSYLVANIA HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("PENNSYLVANIA HOSPITAL"), A 550 LICENSED BED ACUTE CARE HOSPITAL LOCATED IN THE CENTER CITY AREA OF PHILADELPHIA, PENNSYLVANIA; - THE CLINICAL PRACTICES OF THE UNIVERSITY OF PENNSYLVANIA ("CPUP"), THE APPROVED FACULTY PRACTICE PLAN FOR THE CLINICAL PRACTICES OF 1,355 MEMBERS OF THE MEDICAL FACULTY OF THE UNIVERSITY'S PERELMAN SCHOOL OF MEDICINE; - CLINICAL CARE ASSOCIATES OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("CCA"), A PRIMARY CARE PHYSICIAN NETWORK CURRENTLY EMPLOYING APPROXIMATELY 170 PHYSICIANS AT 51 OFFICE LOCATIONS IN SOUTHEASTERN PENNSYLVANIA AND THROUGH ITS NEW JERSEY AFFILIATE IN SOUTHERN NEW JERSEY; AND - WISSAHICKON HOSPICE, A HOSPICE CARE FACILITY SERVING THE TERMINALLY ILL, LOCATED IN BALA CYNWYD, PENNSYLVANIA. HUP AND CPUP ARE OPERATING DIVISIONS OF THE UNIVERSITY. PRESBYTERIAN, PENNSYLVANIA HOSPITAL, WISSAHICKON HOSPICE AND CCA ARE SEPARATE NONPROFIT CORPORATIONS AFFILIATED WITH AND CONTROLLED BY THE UNIVERSITY. UPHS ACCEPTS PATIENTS IN SERIOUS NEED OF PROFESSIONAL MEDICAL CARE, INDEPENDENT OF THEIR FINANCIAL STATUS. THIS DEFINITION INCLUDES THOSE PATIENTS SUFFERING FROM A MEDICAL CONDITION MANIFESTING ITSELF BY ACUTE SYMPTOMS OF SUFFICIENT SEVERITY (INCLUDING SEVERE PAIN) SUCH THAT THE ABSENCE OF IMMEDIATE MEDICAL ATTENTION COULD REASONABLY BE EXPECTED TO RESULT IN (1) PLACING THE HEALTH OF THE INDIVIDUAL (OR, WITH RESPECT TO A PREGNANT WOMAN, THE HEALTH OF THE WOMAN OR HER UNBORN CHILD) IN SERIOUS JEOPARDY, OR (2) SERIOUS IMPAIRMENT TO BODILY FUNCTIONS. ACCORDINGLY, UPHS PROVIDES SERVICES TO PATIENTS, WHO MEET CERTAIN CRITERIA UNDER ITS CHARITY CARE POLICY, WITHOUT CHARGE OR AT AMOUNTS LESS THAN UPHS' ESTABLISED RATES. BECAUSE UPHS DOES NOT PURSUE COLLECTIONS, SUCH AMOUNTS HAVE BEEN EXCLUDED FROM NET PATIENT SERVICE REVENUE. UPHS ESTIMATED $10,680,000 AND $8,530,000 AROSE DURING FISCAL YEAR 2014 AND 2013, RESPECTIVELY, FROM PROVIDING SERVICES TO CHARITY PATIENTS. THE ESTIMATED COSTS OF PROVIDING CHARITY SERVICES ARE BASED ON DATA DERIVED FROM A COMBINATION OF THE UPHS' COST ACCOUNTING SYSTEM AND THE RATIO OF COSTS TO CHARGES. UPHS ALSO PROVIDES CARE TO PATIENTS WHO DO NOT HAVE HEALTH INSURANCE OR MEET THE CRITERIA TO QUALIFY FOR ITS CHARITY CARE POLICY. UPHS PURSUES COLLECTION OF THESE AMOUNTS, HOWEVER CERTAIN AMOUNTS ARE DEEMED TO BE UNCOLLECTIBLE. THESE AMOUNTS ARE CLASSIFIED IN THE PROVISION FOR BAD DEBTS. UPHS' PROVISION FOR BAD DEBTS TOTALED $239,649,000 AND $191,479,000 FOR FISCAL YEAR 2014 AND 2013, RESPECTIVELY. ADDITIONALLY, THE COSTS OF PROVIDING SERVICES TO ELIGIBLE WELFARE RECIPIENTS, WHO PARTICIPATE IN THE PENNSYLVANIA MEDICAL ASSISTANCE AND LOCAL MANAGED MEDICAID PROGRAMS EXCEEDED REIMBURSEMENT BY $120,414,000 AND $111,179,000 IN FISCAL YEAR 2014 AND 2013, RESPECTIVELY. IN ADDITION TO PROVIDING DIRECT PATIENT CHARITY CARE AND IN FURTHERANCE OF ITS EXEMPT PURPOSE TO BENEFIT THE COMMUNITY, UPHS OPERATES EMERGENCY ROOMS OPEN TO THE PUBLIC 24-HOURS PER DAY, 7 DAYS PER WEEK; MAINTAINS RESEARCH FACILITIES FOR THE STUDY OF DISEASE AND INJURIES; PROVIDES FACILITIES FOR TEACHING AND TRAINING VARIOUS MEDICAL PERSONNEL; FACILITATES THE ADVANCEMENT OF MEDICAL AND SURGICAL EDUCATION; AND PROVIDES VARIOUS COMMUNITY SERVICES SUCH AS SCREENINGS FOR THE DETECTION OF BREAST, COLORECTAL AND SKIN CANCER, CANCER SUPPORT GROUPS, A TOLL FREE NUMBER FOR CANCER INFORMATION, FREE IMMUNIZATION SHOTS, TRAINING PROGRAMS FOR THE CITY FIRE AND POLICE DEPARTMENTS, HEALTH EDUCATION CLASSES, SPEECHES AND REGULARLY PROVIDES HEALTH RELATED INFORMATION TO TELEVISION AND RADIO NEWS PROGRAMS AND TO REPORTERS AT NEWSPAPERS AND MAGAZINES. --------------------
PART VI, LINE 7 (STATE FILING OF COMMUNITY BENEFIT REPORT)	N/A

Schedule I IRS990ScheduleI

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

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

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
Financial Aid to Undergraduate Students	6562	$249,889,000	n/a	n/a
financial aid to graduate/professional students	7820	$125,031,000	n/a	n/a

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PROCEDURES FOR MONITORING GRANTS- FORM 990, SCHEDULE I, PART I, LINE 2

THE UNIVERSITY MAINTAINS A POLICY OF OFFERING QUALIFIED UNDERGRADUATE APPLICANTS ADMISSION TO THE UNIVERSITY WITHOUT REGARD TO FINANCIAL CIRCUMSTANCE. THIS POLICY PROVIDES FINANCIAL AID TO ELIGIBLE STUDENTS IN THE FORM OF DIRECT GRANTS AND EMPLOYMENT DURING THE ACADEMIC YEAR. THE UNIVERSITY MAINTAINS AN ALL-GRANT POLICY WHEREBY ANY QUALIFIED UNDERGRADUATE STUDENT WITH DEMONSTRATED FINANCIAL NEED RECEIVES A LOAN-FREE AID PACKAGE. STUDENTS MAY STILL BORROW AT THEIR DISCRETION TO SUPPLEMENT THEIR AID PACKAGES. AN UNDERGRADUATE STUDENT MAY ALSO BE ELIGIBLE FOR FACULTY/STAFF TUITION REMISSION AS A RESULT OF A PARENT BEING ELIGIBLE TO RECEIVE THIS BENEFIT AS A CONDITION OF THEIR EMPLOYMENT. GRADUATE/PROFESSIONAL FINANCIAL AID CAN BE AWARDED BASED ON FINANCIAL NEED, SERVICE (TEACHING FELLOWSHIPS, RESEARCH ASSISTANTSHIPS AND FELLOWSHIPS) OR OTHER CRITERIA SUCH AS MERIT/ACADEMICS. PHD STUDENTS GENERALLY RECEIVE MULTI-YEAR AWARDS COVERING THEIR FULL EDUCATIONAL COSTS. A GRADUATE/PROFESSIONAL STUDENT MAY ALSO BE ELIGIBLE FOR FACULTY/STAFF BENEFIT AS DESCRIBED ABOVE. --------------------

SUBAWARDS- FORM 990, SCHEDULE I, PART II

IN FURTHERANCE OF ITS RESEARCH ACTIVITIES, THE UNIVERSITY OF PENNSYLVANIA MAKES SUB-AWARDS TO OTHER INSTITUTIONS THAT PERFORM RESEARCH IN CONNECTION WITH RESEARCH GRANTS AWARDED TO THE UNIVERSITY. THE UNIVERSITY DOES NOT CATEGORIZE THESE SUB-AWARDS AS GRANTS OR ASSISTANCE FOR FORM 990 REPORTING, SINCE THE RECIPIENT ORGANIZATIONS PERFORM RESEARCH SERVICES FOR THE UNIVERSITY AND ARE CONSIDERED INDEPENDENT CONTRACTORS WHICH SERVE THE DIRECT NEEDS OF THE UNIVERSITY. DURING THE YEAR ENDED JUNE 30, 2014, THE UNIVERSITY OF PENNSYLVANIA MADE SUB-AWARD PAYMENTS TO 348 RECIPIENTS TOTALING $93,172,000.

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (46 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ROBIN BECK
FORMER VP, ISC	$104,371	$0	$43,000	$0	$635	$0	$52,582	$0	$3,563	$0	$204,151	$0	$0	$0
CRAIG CARNAROLI
EXECUTIVE VICE PRESIDENT	$721,120	$0	$208,500	$0	$115,004	$0	$65,700	$0	$20,908	$0	$1,131,232	$0	$114,554	$0
JEFFREY COOPER
VP GOVT & COMMUNITY RELATIONS	$306,355	$0	$50,000	$0	$1,964	$0	$28,260	$0	$21,319	$0	$407,898	$0	$0	$0
BONNIE GIBSON
VP BUDGET AND MGMT ANALYSIS	$311,122	$0	$50,000	$0	$17,705	$0	$28,575	$0	$18,738	$0	$426,140	$0	$12,191	$0
STEPHEN GOLDING
VP FINANCE AND TREASURER	$375,757	$0	$60,000	$0	$1,980	$0	$34,144	$0	$20,707	$0	$492,588	$0	$0	$0
JOHN HEUER
VP HUMAN RESOURCES	$339,995	$0	$54,000	$0	$22,690	$0	$30,870	$0	$5,638	$0	$453,193	$0	$22,000	$0
JOHN HORN
COMPTROLLER	$250,557	$0	$30,000	$0	$1,008	$0	$22,860	$0	$7,299	$0	$311,724	$0	$0	$0
LARRY JAMESON
VP AND DEAN OF PSOM	$1,315,177	$0	$625,940	$0	$114,084	$0	$280,950	$0	$24,646	$0	$2,360,797	$0	$0	$0
LESLIE KRUHLY
VP AND SECRETARY	$265,071	$0	$46,000	$0	$2,936	$0	$24,435	$0	$17,374	$0	$355,816	$0	$1,277	$0
STEPHEN J MACCARTHY
VP COMMUNICATIONS	$318,533	$0	$57,000	$0	$48,190	$0	$29,565	$0	$28,639	$0	$481,927	$0	$0	$0
JOANN MITCHELL
VP INSTITUTIONAL AFFAIRS	$312,689	$0	$53,000	$0	$13,484	$0	$28,665	$0	$9,194	$0	$417,032	$0	$12,201	$0
THOMAS MURPHY
VP ISC	$334,671	$0	$20,000	$0	$533	$0	$0	$0	$19,192	$0	$374,396	$0	$0	$0
ANNE PAPAGEORGE
VP FACILITIES AND REAL ESTATE	$361,207	$0	$65,000	$0	$24,969	$0	$34,600	$0	$14,285	$0	$500,061	$0	$24,279	$0
VINCENT PRICE
PROVOST	$627,963	$0	$181,000	$0	$1,290	$0	$57,375	$0	$13,085	$0	$880,713	$0	$0	$0
GREGORY ROST
VP AND CHIEF OF STAFF	$404,352	$0	$70,000	$0	$39,669	$0	$36,990	$0	$23,909	$0	$574,920	$0	$38,679	$0
ARTHUR RUBENSTEIN
FORMER VP, DEAN, PSOM	$450,802	$0	$0	$0	$11,180	$0	$22,950	$0	$21,880	$0	$506,812	$0	$0	$0
MAUREEN RUSH
VP PUBLIC SAFETY	$263,829	$0	$42,000	$0	$2,480	$0	$25,605	$0	$16,481	$0	$350,395	$0	$1,398	$0
WENDY WHITE
SR VP AND GENERAL COUNSEL	$588,255	$0	$101,000	$0	$82,060	$0	$53,415	$0	$18,571	$0	$843,301	$0	$80,080	$0
MARIE WITT
VP BUSINESS SERVICES	$286,384	$0	$43,000	$0	$7,745	$0	$26,775	$0	$26,658	$0	$390,562	$0	$7,089	$0
JOHN ZELLER
VP DEVELOPMENT & ALUMNI RELTNS	$536,048	$0	$396,000	$0	$62,782	$0	$49,050	$0	$14,213	$0	$1,058,093	$0	$60,802	$0
PETER AMMON
CHIEF INVESTMENT OFFICER	$325,783	$0	$0	$0	$52,386	$0	$832,513	$0	$6,902	$0	$1,217,584	$0	$0	$0
ANDREW BINNS
ASSOCIATE PROVOST	$311,893	$0	$0	$0	$1,980	$0	$22,950	$0	$19,359	$0	$356,182	$0	$0	$0
DAWN BONNELL
VICE PROVOST FOR RESEARCH	$308,250	$0	$0	$0	$772	$0	$22,950	$0	$9,128	$0	$341,100	$0	$0	$0
KATHY BRAMWELL
VICE DEAN OF SAS- THRU 1/6/14	$295,669	$0	$0	$0	$618	$0	$22,950	$0	$8,864	$0	$328,101	$0	$0	$0
PATRICK BRENNAN MD
SR VP & CHIEF MEDICAL OFFICER	$429,013	$0	$224,919	$0	$53,321	$0	$22,950	$0	$12,631	$0	$742,834	$0	$0	$0
REBECCA COOKE
VICE DEAN, ADMIN PSOM	$351,647	$0	$144,050	$0	$690	$0	$22,950	$0	$21,924	$0	$541,261	$0	$0	$0
PETER DEGNAN
SENIOR ASSOCIATE DEAN	$345,863	$0	$0	$0	$690	$0	$22,950	$0	$17,478	$0	$386,981	$0	$0	$0
STEVEN J FLUHARTY
DEAN OF SAS	$459,371	$0	$0	$0	$1,290	$0	$40,709	$0	$21,264	$0	$522,634	$0	$0	$0
GLEN N GAULTON
VICE DEAN, PSOM	$520,706	$0	$215,570	$0	$76,664	$0	$22,950	$0	$15,276	$0	$851,166	$0	$0	$0
KRISTIN GILBERTSON
FORMER CHIEF INVESTMENT OFFCR	$160,663	$0	$2,876	$0	$113	$0	$14,513	$0	$1,727	$0	$179,892	$0	$0	$0
ELIZABETH B JOHNSTON
EXECUTIVE DIRECTOR CPUP	$551,647	$0	$262,276	$0	$171,629	$0	$110,200	$0	$7,905	$0	$1,103,657	$0	$124,457	$0
KEITH KASPER
CFO, UPHS	$559,232	$0	$269,500	$0	$214,973	$0	$112,000	$0	$25,626	$0	$1,181,331	$0	$114,882	$0
JAMES MATTHEW LANE
VICE DEAN OF SAS	$127,989	$0	$0	$0	$85	$0	$6,245	$0	$20,646	$0	$154,965	$0	$0	$0
KEVIN MAHONEY
SENIOR VP, CHIEF ADMIN OFFICER	$573,731	$0	$283,763	$0	$160,947	$0	$115,000	$0	$22,543	$0	$1,155,984	$0	$123,287	$0
GAIL MORRISON
VICE DEAN, EDUCATION PSOM	$455,351	$0	$185,610	$0	$17,354	$0	$22,950	$0	$19,198	$0	$700,463	$0	$0	$0
RALPH MULLER
CEO, UPHS	$1,438,646	$0	$683,862	$0	$326,455	$0	$0	$0	$15,273	$0	$2,464,236	$0	$0	$0
PHILIP OKALA
SR VP BUSINESS DEVELOPMENT	$347,130	$0	$128,354	$0	$47,213	$0	$48,435	$0	$21,593	$0	$592,725	$0	$27,586	$0
PETER D QUINN MD DMD
SR VP, VICE DEAN, PSOM	$812,765	$0	$553,439	$0	$9,886	$0	$22,950	$0	$17,117	$0	$1,416,157	$0	$165,499	$0
THOMAS ROBERTSON
DEAN OF WHARTON	$598,707	$0	$100,000	$0	$36,540	$0	$22,950	$0	$13,759	$0	$771,956	$0	$0	$0
GARRY L SCHEIB
COO, UPHS	$877,654	$0	$408,100	$0	$231,149	$0	$176,000	$0	$16,827	$0	$1,709,730	$0	$198,879	$0
THOMAS L SPRAY MD
CHOP- SURGERY	$1,396,187	$0	$0	$0	$451,573	$0	$22,950	$0	$10,991	$0	$1,881,701	$0	$0	$0
MICHAEL SEAN GRADY MD
SURGEON - OTORHINOLARYNGOLOGY	$1,280,827	$0	$524,480	$0	$3,936	$0	$32,593	$0	$17,996	$0	$1,859,832	$0	$0	$0
WILLIAM C WELCH MD
NEUROSURGERY	$1,374,689	$0	$400	$0	$190,624	$0	$0	$0	$9,016	$0	$1,574,729	$0	$0	$0
PAUL MARCOTTE MD
NEUROSURGERY	$1,352,197	$0	$0	$0	$187,553	$0	$14,233	$0	$6,409	$0	$1,560,392	$0	$0	$0
ROSALIE ELENITSAS MD
DERMATOLOGY	$739,825	$0	$0	$0	$740,184	$0	$32,593	$0	$19,037	$0	$1,531,639	$0	$0	$0
DR AMY GUTMANN
PRESIDENT, EX-OFFICIO TRUSTEE	$1,175,307	$0	$1,479,625	$0	$372,421	$0	$360,360	$0	$38,393	$0	$3,426,106	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
DETAIL OF ADDITIONAL BENEFITS PROVIDED- FORM 990, SCHEDULE J, LINE 1A	FIRST CLASS OR CHARTER TRAVEL THE MODE OF AIR TRAVEL UTILIZED BY UNIVERSITY EMPLOYEES IS EXPECTED TO BE THE LEAST COSTLY OPTION, CONSISTENT WITH THE ITINERARY AND PARTICULAR UNIVERSITY BUSINESS PURPOSE INVOLVED. ON FEDERALLY FUNDED PROJECTS, COMPLIANCE WITH THE FLY AMERICA ACT TAKES PRECEDENCE OVER CHOOSING A LESS EXPENSIVE FOREIGN CARRIER. IN CERTAIN LIMITED CIRCUMSTANCES, CERTAIN INDIVIDUALS MAY TRAVEL FIRST CLASS. ANY FIRST CLASS EXCEPTIONS TO THE UNIVERSITY'S POLICY ARE SUBJECT TO APPROPRIATE REVIEW AND APPROVAL. TRAVEL FOR COMPANIONS TRAVEL EXPENSES OF A SPOUSE (OR DEPENDENT) MAY BE PROVIDED BY THE UNIVERSITY AS A REGULAR BUSINESS EXPENSE ONLY IF THE TRAVEL SERVES A "BONA FIDE BUSINESS PURPOSE" OF THE UNIVERSITY. FURTHER, TRAVEL EXPENSES FOR SPOUSES AND DEPENDENTS ARE ALLOWABLE DURING THE INTERVIEW PROCESS PRIOR TO AN EMPLOYMENT OFFER, SINCE EMPLOYMENT IS CONSIDERED A FAMILY DECISION. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS THE UNIVERSITY MAY PROVIDE TAX GROSS-UP PAYMENTS UNDER CERTAIN CIRCUMSTANCES WITH APPROPRIATE APPROVAL. THE UNIVERSITY DOES NOT GENERALLY PROVIDE TAX INDEMNIFICATIONS. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE/HEALTH OR SOCIAL CLUB DUES/PERSONAL SERVICES AS A CONDITION OF EMPLOYMENT, THE PRESIDENT IS REQUIRED TO LIVE IN A HOME ON THE UNIVERSITY'S CAMPUS WHICH IS FURNISHED AND MAINTAINED AT THE UNIVERSITY'S EXPENSE. THE UNIVERSITY ALSO PROVIDES A HEALTH/SOCIAL CLUB MEMBERSHIP, TO BE USED BY THE PRESIDENT IN CONNECTION WITH HER DUTIES. THE PRESIDENT IS RESPONSIBLE FOR ANY PERSONAL USE OF THE CLUB MEMBERSHIP, HOUSEHOLD STAFF OR OTHER PERSONAL EXPENSES INCURRED. --------------------
PARTICIPATION IN A SUPP NONQUALIFIED PLAN- FORM 990, SCHEDULE J, LINE 4B	THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS AND DEANS OF THE UNIVERSITY AS DESIGNATED BY THE BOARD OF TRUSTEES WHO HAVE MADE THE 5% EMPLOYEE CONTRIBUTION TO THE UNIVERSITY'S 403(B) PLAN, HAVE UNIVERSITY COMPENSATION OVER CERTAIN IRS PROSCRIBED THRESHOLDS, AND ARE ACTIVELY EMPLOYED BY THE UNIVERSITY WHEN THE CONTRIBUTION IS MADE. VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A "PARTIAL" DISTRIBUTION WHICH WILL BE WITHHELD TO SATISFY THE TAX CONSEQUENCES OF VESTING. THE BALANCE OF VESTED SERP ACCOUNT WILL REMAIN IN THE PLAN AND WILL BE DISTRIBUTED (PLUS OR MINUS INVESTMENT EARNINGS/LOSSES) UPON TERMINATION OF EMPLOYMENT. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE UNIVERSITY SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: AMMON, PETER- NO DISTRIBUTION CARNAROLI, CRAIG- $114,554 COOPER, JEFFREY- NO DISTRIBUTION FLUHARTY, STEVEN J.- NO DISTRIBUTION GIBSON, BONNIE- $12,191 GOLDING, STEPHEN- NO DISTRIBUTION HEUER, JOHN- $22,000 HORN, JOHN- NO DISTRIBUTION KRUHLY, LESLIE- $1,277 MACCARTHY, STEPHEN J.- NO DISTRIBUTION MITCHELL, JOANN- $12,201 MURPHY, THOMAS - NO DISTRIBUTION PAPAGEORGE, ANNE- $24,279 PRICE, VINCENT- NO DISTRIBUTION ROBERTSON, THOMAS- NO DISTRIBUTION ROST, GREGORY- $38,679 RUSH, MAUREEN- $1,398 WHITE, WENDY- $80,080 WITT, MARIE- $7,089 ZELLER, JOHN- $60,802 THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (THE "HEALTH SYSTEM") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS OF THE HEALTH SYSTEM, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE HEALTH SYSTEM WHEN THE CONTRIBUTIONS ARE MADE. VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE HEALTH SYSTEM SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: JOHNSTON, ELIZABETH- $124,457 KASPER, KEITH- $114,882 MAHONEY, KEVIN- $123,287 MULLER, RALPH- $287,337 OKALA, PHILIP- $27,586 QUINN, PETER D.- $165,499 SCHEIB, GARRY- $198,879
PROVISION OF NON-FIXED PAYMENTS- FORM 990, SCHEDULE J, LINE 7	THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA PROVIDES DISCRETIONARY BONUS AND/OR INCENTIVE COMPENSATION PAYMENTS TO ELIGIBLE EMPLOYEES. PAYMENTS MADE TO ANY DISQUALIFIED PERSON, AS DESCRIBED IN INTERNAL REVENUE CODE SECTION 4958, ARE APPROVED BY THE COMPENSATION COMMITTEE THROUGH THE PROCESS DESCRIBED IN FORM 990, PART VI, SECTION B, LINE 15.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
PA HIGHER ED FACILITIES AUTHORITY- SERIES A&B 2005
A	222243852	70917NR97	2005-01-12	$112,618,284	REFUND 1995 BONDS; SPRINKLER SYSTM	false	false	false
PA HIGHER ED FACILITIES AUTHORITY- SERIES C 2005
B	222243852	70917N7V0	2005-08-18	$146,112,644	REDEEM 1998 BONDS; CAP PROJECTS	false	false	false
PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2009
C	222243852	70917RUS2	2009-03-16	$228,289,883	VARIOUS CAPITAL PROJECTS	false	false	false
PA HIGHER ED FACILITIES AUTHORITY- SERIES B 2009
D	222243852	70917RUS2	2009-03-16	$44,226,561	REFUND 2008A (REFUNDING 2002B)	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$82,886,284	$0	$112,618,284	$0	$0	$0	$273,585	$0	$0	$5,039,284	$107,305,415	$0	2005	Yes (true)	Yes (true)	Yes (true)	Yes (true)
B	$23,795,644	$0	$146,112,644	$0	$0	$0	$945,629	$0	$0	$70,126,989	$75,040,026	$0	2006	false	Yes (true)	Yes (true)	Yes (true)
C	$11,665,883	$0	$228,463,615	$0	$0	$0	$1,585,008	$0	$0	$194,666,046	$32,212,561	$0	2011	false	false	Yes (true)	Yes (true)
D	$7,415,561	$0	$44,226,561	$0	$0	$0	$327,620	$0	$0	$0	$43,898,941	$0	2002	Yes (true)	false	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	false	false	false	0.00000	0.00350	0.00350	false	false	false	Yes (true)
B	false	Yes (true)	false	false	0.00314	0.00989	0.01303	false	false	false	Yes (true)
C	false	false	false	false	0.00000	0.00000	0.00000	false	false	false	Yes (true)
D					0.00000	0.00000	0.00000

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Exception To RebateExceptionToRebateInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
A	false	Yes (true)	false	false	false	0	false	Yes (true)
0
B	false	Yes (true)	false	false	false	0	false	Yes (true)
0
C	false	Yes (true)	false	false	false	0	false	Yes (true)
0
D	false	Yes (true)	false	false	false	0	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
TAX-EXEMPT BONDS- ADDITIONAL CUSIP # INFORMATION	FORM 990, SCHEDULE K, PART I, ROW A, ITEM C THE FOLLOWING IS AN ADDITIONAL CUSIP # FOR THE PA HIGHER ED FACILITIES AUTHORITY- SERIES A & B OF 2005- 70917NQ72 --------------------
TAX-EXEMPT BONDS- DESCRIPTION OF BOND ISSUES: ALLOCATION OF PROCEEDS	FORM 990, SCHEDULE K, PART I A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A OF 2014 BOND ISSUE HAS BEEN ALLOCATED TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852), AND TO CHESTER COUNTY HOSPITAL (EIN 23-0469150), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A OF 2014 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $4,000,000 FOR PENNSYLVANIA HOSPITAL, $15,000,000 FOR PRESBYTERIAN MEDICAL CENTER, AND $50,000,000 FOR CHESTER COUNTY HOSPITAL AS OF JUNE 30, 2014. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2012 BOND ISSUE HAS BEEN ALLOCATED TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725) AND TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY") REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE UPHS SERIES A 2012 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $29,669,385 FOR PENNSYLVANIA HOSPITAL AND $22,274,539 FOR PRESBYTERIAN MEDICAL CENTER AS OF JUNE 30, 2014. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2011 BOND ISSUE HAS BEEN ALLOCATED TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725) AND TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE UPHS SERIES A 2011 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $14,902,708 FOR PENNSYLVANIA HOSPITAL AND $14,902,708 FOR PRESBYTERIAN MEDICAL CENTER AS OF JUNE 30, 2014. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A OF 2008 BOND ISSUE HAS BEEN ALLOCATED TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A OF 2008 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE FOR PENNSYLVANIA HOSPITAL WAS $17,993,984 AS OF JUNE 30, 2014. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A OF 2005 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852), A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A OF 2005 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE FOR PRESBYTERIAN MEDICAL CENTER WAS $23,404,480 AS OF JUNE 30, 2014. --------------------
TAX-EXEMPT BONDS- ADDITIONAL DETAIL FOR PROCEEDS OF ISSUES	FORM 990, SCHEDULE K, PART II, LINE 3 FOR PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2009, THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES $173,732 IN TOTAL INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2011, THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES $5,086 IN TOTAL INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES B 2005, THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES $1,165,427 IN TOTAL INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2011, THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES $297 IN TOTAL INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2012, THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES $27,570 IN TOTAL INVESTMENT EARNINGS. ------------------
TAX-EXEMPT BONDS- ADDITIONAL DETAIL FOR PRIVATE BUSINESS USE PERCENTAGES	FORM 990, SCHEDULE K, PART III FOR THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A OF 2014, UPHS SERIES A OF 2012, UPHS SERIES A OF 2011, SERIES A OF 2011, SERIES A OF 2009, AND UPHS SERIES A OF 2008, THE UNIVERSITY HAS SPECIFICALLY ALLOCATED EQUITY TO ALL SOURCES OF PRIVATE BUSINESS USE, WITH THE EXCEPTION OF ISSUANCE COSTS, WITHIN THE REQUIRED TIME FRAME. AS SUCH, THE UNIVERSITY HAS REPORTED NO PRIVATE BUSINESS USE FOR THESE BOND SERIES ON FORM 990, SCHEDULE K, PART III, LINES 4 AND 5.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
PA HIGHER ED FACILITIES AUTHORITY- SERIES C 2009
A	222243852	70917RUS2	2009-03-16	$31,057,669	PARTIAL REFUND OF 1998 BONDS	false	false	false
PA HIGHER ED FACILITIES AUTHORITY- SERIES OF 2010
B	222243852	70917RP33	2010-10-13	$77,125,325	COMPLETE REFUND OF 1998 BONDS	false	false	false
PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2011
C	222243852	70917RS30	2011-03-02	$150,994,928	CONSTRUCTION/RENOVATION PROJECTS	false	false	false
WASHINGTON COUNTY AUTHORITY- SERIES OF 2004
D	222243852	938591BF0	2004-05-27	$62,500,000	REDEEM 1985 BONDS	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$1,146,669	$0	$31,057,669	$0	$0	$0	$224,995	$0	$0	$0	$30,832,674	$0	1998	Yes (true)	false	Yes (true)	Yes (true)
B	$1,067,325	$0	$77,125,325	$0	$0	$0	$547,309	$0	$0	$0	$76,578,016	$0	1998	Yes (true)	false	Yes (true)	Yes (true)
C	$143,928	$0	$151,000,014	$0	$0	$0	$815,635	$0	$0	$150,187,379	$0	$0	2011	false	false	Yes (true)	Yes (true)
D	$6,000,000	$0	$62,500,000	$0	$0	$0	$465,649	$0	$0	$0	$62,034,351	$0	2004	Yes (true)	false	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A
B
C	false	false	false	false	false	false	false	Yes (true)
D

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Exception To RebateExceptionToRebateInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
A	false	Yes (true)	false	false	false	0	false	Yes (true)
0
B	false	Yes (true)	false	false	false	0	false	Yes (true)
0
C	false	Yes (true)	false	false	false	0	false	Yes (true)
0
D	false	Yes (true)	Yes (true)	false	false	0	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
PA HIGHER ED FACILITIES ATHRTY- UPHS SERIES A 2005
A	222243852	70917NX41	2005-02-16	$295,526,878	REFUND SERIES A 1996	false	false	false
PA HIGHER ED FACILITIES ATHRTY- UPHS SERIES B 2005
B	222243852	70917NX41	2005-02-16	$89,118,513	CTR FOR ADV MED FACILITY	false	false	false
PA HIGHER ED FACILITIES ATHRTY- UPHS SERIES A 2008
C	222243852	70917RPY5	2008-04-16	$105,805,000	REFUND PHX 2002; CAPITAL PROJECTS	false	false	false
PA HIGHER ED FACILITIES ATHRTY- UPHS SERIES B 2008
D	222243852	70917RTN5	2008-11-05	$198,316,551	REFUND UPHS SERIES C&D 2005	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$140,014,878	$0	$295,526,878	$0	$0	$0	$348,073	$5,082,378	$0	$0	$290,096,427	$0	1996	false	Yes (true)	Yes (true)	Yes (true)
B	$55,786,513	$0	$90,283,940	$0	$0	$0	$95,577	$1,339,245	$0	$33,129,342	$55,719,776	$0	2010	false	Yes (true)	Yes (true)	Yes (true)
C	$24,595,000	$0	$105,805,000	$0	$0	$0	$786,485	$79,656	$0	$81,538,099	$23,400,760	$0	2009	Yes (true)	false	Yes (true)	Yes (true)
D	$50,648,551	$0	$198,316,551	$0	$0	$0	$2,241,551	$0	$0	$0	$196,075,000	$0	2005	Yes (true)	false	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Change In Use Bond Financed PropChangeInUseBondFinancedPropPct	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0.00000	0.00000	0.00000	0.00000
B	0.01079	0.00011	0.01090		false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	false	false	Yes (true)
C	0.00000	0.00000	0.00000	0.00000	false	false	false		false		false	false	false	Yes (true)
D	0.00138	0.00015	0.00153	0.00000	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Exception To RebateExceptionToRebateInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1	Term Of GICTermOfGICPct	Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
A	false	Yes (true)	false	false	Yes (true)	WACHOVIA BANK	1.58	Yes (true)	false	Yes (true)
0
B	false	Yes (true)	false	false	Yes (true)	WACHOVIA BANK	1.58	Yes (true)	false	Yes (true)
0
C	false	Yes (true)	Yes (true)	false	false	0			false	Yes (true)
0
D	false	Yes (true)	false	false	false	0			false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
PA HIGHER ED FACILITIES ATHRTY- UPHS SERIES A 2011
A	222243852	70917RT47	2011-03-02	$148,861,396	CONSTRUCTION/RENOVATION PROJECTS	false	false	false
PA HIGHER ED FACILITIES ATHRTY- UPHS SERIES A 2012
B	222243852	70917R5B7	2012-05-02	$149,995,567	EXPANSION/FACILITY ENHANCEMENT	false	false	false
PA HIGHER ED FACILITIES ATHRTY- UPHS SERIES A 2014
C	222243852		2014-06-12	$100,000,000	VARIOUS CAPITAL PROJECTS	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$0	$0	$148,861,693	$0	$0	$0	$1,061,385	$0	$0	$147,800,308	$0	$0	2012	false	false	Yes (true)	Yes (true)
B	$1,499,567	$0	$150,023,137	$0	$0	$0	$1,006,804	$0	$0	$149,016,333	$0	$0	2013	false	false	Yes (true)	Yes (true)
C	$0	$0	$100,000,000	$0	$0	$0	$400,175	$0	$0	$99,599,825	$0	$0	2014	false	false	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	false	false	false	false	false	false	Yes (true)
B	false	false	false	false	false	false	false	Yes (true)
C	false	false	false	false	false	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Exception To RebateExceptionToRebateInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
A	false	Yes (true)	false	false	false	0	false	Yes (true)
0
B	false	Yes (true)	false	false	false	0	false	Yes (true)
0
C	false	Yes (true)	Yes (true)	false	false	0	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

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

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)

Relationship With OrgRelationshipWithOrgTxt	Loan PurposeLoanPurposeTxt	Loan From OrganizationLoanFromOrganizationInd	Original PrincipalOriginalPrincipalAmt	Balance DueBalanceDueAmt	DefaultDefaultInd	Board Or Committee ApprovalBoardOrCommitteeApprovalInd	Written AgreementWrittenAgreementInd
AMY GUTMANN
PRESIDENT, TRUSTEE	EMPLOYEE LOAN	Yes (X)	$700,000	$0	false	Yes (true)	Yes (true)
ANDREW PORTER
DEAN, GSE	EMPLOYEE LOAN	Yes (X)	$150,000	$0	false	Yes (true)	Yes (true)
MARILYN J TAYLOR
DEAN, SOD	EMPLOYEE LOAN	Yes (X)	$150,000	$0	false	Yes (true)	Yes (true)

Field	Value	IRS element (for citing)
Total Balance Due	$0	TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
BLACKROCK INC
COMMON TRUSTEE/OFFICER	$157,707	INVESTMENT SRVCS	false
COMCAST CORPORATION
COMMON TRUSTEE/OFFICER	$746,248	PROGRAMMING/ADVERTISING SRVCS	false
GOLDMAN SACHS
COMMON TRUSTEE/OFFICER	$3,529,060	SWAP INTEREST PAYMENT	false
GOLDMAN SACHS
COMMON TRUSTEE/OFFICER	$2,200,000	POSTING OF COLLATERAL/RETURNS	false
JP MORGAN ASSET MANAGEMENT
COMMON TRUSTEE/OFFICER	$1,804,448	PENSION PLAN CONTRIBUTIONS	false
XEROX
COMMON TRUSTEE/DIRECTOR	$1,125,827	TECHNOLOGY AND BUSINESS SRVCS	false

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
GRANTS OR ASST. BENEFITING INT. PERSONS- FORM 990, SCHEDULE L, PART III	CERTAIN OFFICERS AND/OR KEY EMPLOYEES OF THE UNIVERSITY MAY RECEIVE TUITION ASSISTANCE FROM THE ORGANIZATION. THE AMOUNT OF SUCH ASSISTANCE HAS BEEN ACCOUNTED FOR AS A COMPONENT OF OVERALL COMPENSATION REPORTED FOR EACH APPLICABLE OFFICER/KEY EMPLOYEE ON FORM 990, PART VII. AS A RESULT, PURSUANT TO THE FORM 990, SCHEDULE L INSTRUCTIONS, SUCH AMOUNTS HAVE NOT BEEN ALSO REPORTED ON SCHEDULE L, PART III. --------------------
SUPP. INFO REGARDING TRANSACTIONS- FORM 990, SCHEDULE L, PART IV, ITEM #3	THE GOLDMAN SACHS POSTING OF COLLATERAL/RETURNS SIGNIFIES COLLATERAL REQUIRED TO BE POSTED UNDER THE TERMS OF THE INTEREST RATE SWAP AGREEMENT IF CERTAIN THRESHOLDS ARE MET. THE AMOUNT REPRESENTS COLLATERAL POSTED DURING THE FISCAL YEAR. THE FULL AMOUNT OF COLLATERAL POSTED DURING THE FISCAL YEAR WAS RETURNED BY THE END OF THE FISCAL YEAR AND THERE WAS NO COLLATERAL POSTED AT FISCAL YEAR END. --------------------
ADD'L SUPP INFORMATION- FORM 990, SCHEDULE L, PART IV	TRUSTEE ROBERT S. KAPITO IS ALSO AN OFFICER OF BLACKROCK, INC. TRUSTEE DAVID L. COHEN, ESQ. IS ALSO AN OFFICER OF COMCAST CORPORATION. TRUSTEE MARK O. WINKELMAN IS ALSO AN OFFICER OF GOLDMAN SACHS. TRUSTEE LEE SPELMAN DOTY IS ALSO AN OFFICER OF JP MORGAN ASSET MANAGEMENT. TRUSTEE ANN NOLAN REESE IS ALSO A DIRECTOR OF XEROX.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	5	ContributionCnt
Noncash Contributions Rpt F990	$275,003	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Art Historical Treasures ArtHistoricalTreasuresGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	18	ContributionCnt
Noncash Contributions Rpt F990	$264,523	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

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

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$940,339	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp
Securities Publicly Traded		SecuritiesPubliclyTradedGrp
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp

Securities Miscellaneous SecuritiesMiscellaneousGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1980	ContributionCnt
Noncash Contributions Rpt F990	$164,677,906	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	DONATED EQUIPMENT	15	$1,439,193	FAIR MARKET VALUE
Yes (X)	OTHER GIFTS IN KIND	71	$973,227	FAIR MARKET VALUE

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

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	UTILIZATION OF THIRD PARTIES FOR SALES- SCHEDULE M, PART I, LINE 32B	FormAndLineReferenceDesc
Explanation	IN RARE INSTANCES WHERE NON-RARE, DUPLICATE, DONATIONS OF ART, HISTORICAL ASSETS OR OTHER SIMILAR ASSETS ARE RECEIVED, SUCH ITEMS MAY BE SENT TO A NON-PROFIT VENDOR FOR RESALE. THE UNIVERSITY THEN RECEIVES A PORTION OF THE SALES PRICE. THE TOTAL ACTIVITY WITH THIS VENDOR TYPICALLY GENERATES LESS THAN $2,000 PER YEAR.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
BUSINESS TRANs-FORM 990, PART IV, LINE 28 & FORM 990, SCHEDULE L, PART IV	DURING THE NORMAL COURSE OF ITS OPERATIONS AND AFTER APPROPRIATE REVIEW, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") MAY OCCASIONALLY TRANSACT BUSINESS WITH PERSONS AND/OR ORGANIZATIONS DESCRIBED ON FORM 990, PART IV, LINE 28. IN THIS REGARD, THE UNIVERSITY ADHERES TO A CONFLICT OF INTEREST POLICY AND ANY SUCH TRANSACTIONS ARE CONDUCTED AT AN ARMS-LENGTH BASIS. --------------------
FORM 990 REVIEW PROCESS- FORM 990, PART VI, SECTION B, LINE 11	THE FIRST DRAFT OF THE FEDERAL FORM 990 IS RECEIVED FROM OUR TAX CONSULTING FIRM, PRICEWATERHOUSECOOPERS LLP ("PWC"), ON OR BEFORE MARCH 15TH OF THE FILING YEAR AND REVIEWED BY THE ASSOCIATE COMPTROLLER. THE FORM 990 IS THEN DISTRIBUTED TO VARIOUS SENIOR FINANCIAL MANAGEMENT OFFICIALS, INCLUDING THE COMPTROLLER, CFO OF THE HEALTH SYSTEM, AND VICE PRESIDENT FOR FINANCE AND TREASURER PRIOR TO MEETING WITH PWC AND THE ASSOCIATE COMPTROLLER TO DISCUSS AND FINALIZE THE FORM. A "FINAL" DRAFT COPY OF THE FEDERAL FORM 990 IS DISTRIBUTED ELECTRONICALLY TO THE AUDIT AND COMPLIANCE COMMITTEE APPROXIMATELY 6 WEEKS PRIOR TO THE FILING DEADLINE. A TELECONFERENCE IS ESTABLISHED WITHIN 3 WEEKS FROM THE DISTRIBUTION DATE TO DISCUSS QUESTIONS, CONCERNS AND ISSUES. ATTENDEES INCLUDE THE MEMBERS OF THE AUDIT AND COMPLIANCE COMMITTEE, ASSOCIATE VP FOR AUDIT, COMPLIANCE AND PRIVACY, AND THE ASSOCIATE COMPTROLLER. THE FINAL COPY OF THE FEDERAL FORM 990 IS POSTED TO THE TRUSTEES' WEB SITE FOR DISTRIBUTION AND REVIEW BY ALL TRUSTEES PRIOR TO THE ACTUAL FILING DEADLINE. --------------------
CONFLICT OF INTEREST POLICY- FORM 990, PART VI, SECTION A, LINE 12C	EACH COVERED PERSON* ANNUALLY SHALL COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE PROVIDED BY THE UNIVERSITY AND SHALL UPDATE SUCH QUESTIONNAIRE PROMPTLY AS NECESSARY TO REFLECT CHANGES DURING THE COURSE OF THE YEAR. FORMER BOARD MEMBERS WHO ARE NOT TRUSTEE EMERITI ARE ENCOURAGED BUT NOT REQUIRED TO COMPLETE THE QUESTIONNAIRE DURING THE FIVE-YEAR PERIOD FOLLOWING COMPLETION OF THEIR TERMS. COMPLETED QUESTIONNAIRES SHALL BE RETURNED TO THE OFFICE OF THE SECRETARY AND SHALL BE SUBJECT TO REVIEW BY SUCH OFFICE AND THE OFFICE OF THE GENERAL COUNSEL, AS WELL AS BY ANY OUTSIDE LEGAL COUNSEL AND/OR AUDITORS WHO MAY BE APPOINTED TO ADVISE THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES APPOINTED TO OVERSEE THIS POLICY. COMPLETED QUESTIONNAIRES ALSO SHALL BE AVAILABLE FOR INSPECTION BY ANY BOARD MEMBER. *COVERED PERSONS INCLUDE: (1) VOTING MEMBERS OF THE BOARD OF TRUSTEES (INCLUDING CHARTER TRUSTEES, TERM TRUSTEES, ALUMNI TRUSTEES, AND COMMONWEALTH TRUSTEES); (2) TRUSTEE EMERITI WHO HAVE SERVED IN THAT CAPACITY FOR FIVE YEARS OR LESS; (3) OTHER FORMER VOTING TRUSTEES FOR A PERIOD OF FIVE YEARS FROM THE END OF THEIR TERM AS SUCH; (4) OFFICERS AS DEFINED IN THE STATUTES; (5) MEMBERS OF THE INVESTMENT BOARD; AND (5) KEY EMPLOYEES. EACH COVERED PERSON (EXCEPT FORMER BOARD MEMBERS WHO ARE NOT TRUSTEE EMERITI) SHALL BE REQUIRED TO ACKNOWLEDGE, NOT LESS THAN ANNUALLY, THAT HE OR SHE HAS READ AND IS IN COMPLIANCE WITH THIS POLICY. --------------------
COMPENSATION PROCESS- FORM 990, PART VI, SECTION B, LINE 15	THE MEMBERSHIP OF THE COMPENSATION COMMITTEE CONSISTS OF AT LEAST 5 DISINTERESTED, VOTING MEMBERS OF THE BOARD OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA. THE COMMITTEE HAS THE AUTHORITY AND RESPONSIBILITY BOTH FOR PROVIDING OVERSIGHT AND REVIEW OF THE EXECUTIVE COMPENSATION PROCESS, OVERSIGHT AND REVIEW OF THE ACTUAL COMPENSATION DECISIONS, AND FOR REVIEWING ACTUAL AND PERCEIVED CONFLICT OF INTEREST TRANSACTIONS INVOLVING TRUSTEES AND STATUTORY OFFICERS ACCORDING TO GUIDELINES ESTABLISHED BY THE UNIVERSITY'S CONFLICT-OF-INTEREST POLICY AS ADOPTED BY THE BOARD OF TRUSTEES. THE COMMITTEE ADOPTS AND IMPLEMENTS EXECUTIVE COMPENSATION PRINCIPLES, AND IS ACCOUNTABLE FOR THE COMPENSATION AND BENEFITS ARRANGEMENTS OF THE PRESIDENT AND HER DIRECT REPORTS, THE STATUTORY OFFICERS, SENIOR ACADEMIC OFFICIALS, DEANS, OTHER KEY EMPLOYEES, AND ALL THOSE INDIVIDUALS WHO ARE POTENTIALLY DISQUALIFIED PERSONS WITHIN THE MEANING OF THE INTERMEDIATE SANCTIONS LEGISLATION. THE COMMITTEE MAY PERIODICALLY REVIEW THE COMPENSATION AND BENEFITS OF OTHER HIGHLY COMPENSATED INDIVIDUALS, EVEN IF THEY ARE NOT DEEMED TO EXERCISE "SUBSTANTIAL INFLUENCE" OVER THE UNIVERSITY. THE COMPENSATION SUBCOMMITTEE (CREATED TO CONFORM TO CERTAIN PROCEDURES IN DOCUMENTING REASONABLE SALARIES FOR THE OFFICERS OF THE UNIVERSITY), MEETS AT LEAST TWICE A YEAR TO REVIEW APPROPRIATE DATA, INCLUDING COMPARABLE SALARIES, IN ORDER TO REPORT ITS CONCLUSIONS AND RECOMMENDATIONS ON OFFICERS' SALARIES FOR FINAL APPROVAL. THE COMPENSATION SUBCOMMITTEE ENGAGES AN INDEPENDENT THIRD PARTY TO SERVE AS A CONSULTANT. --------------------
DOCUMENTS AVAILABLE TO PUBLIC- FORM 990, PART VI, SECTION C, LINE 19	GOVERNING DOCUMENTS - OFFICIAL RECORDS GENERATED OR RECEIVED BY THE ADMINISTRATIVE AND ACADEMIC OFFICES OF THE UNIVERSITY IN THE CONDUCT OF THEIR BUSINESS ARE THE PROPERTY OF THE UNIVERSITY AND MAY BECOME ARCHIVAL MATERIAL. THE ARCHIVED RECORDS ARE AVAILABLE THROUGH THE UNIVERSITY ARCHIVES AND RECORDS CENTER WEB SITE HTTP://WWW.ARCHIVES.UPENN.EDU UNDER PRIMARY SOURCES. FORM 1023 - SINCE THE UNIVERSITY HAS BEEN IN EXISTENCE SINCE 1740, THE ORGANIZATION WAS NOT REQUIRED TO FILE A FORM 1023 APPLICATION. INSTEAD, ITS IRC SECTION 501(C)(3) TAX-EXEMPT STATUS WAS GRANDFATHERED BY THE IRS. CONFLICT OF INTEREST POLICES - POLICIES, STATEMENTS, AND GUIDELINES ARE AVAILABLE TO THE PUBLIC ON THE OFFICE OF THE AUDIT, COMPLIANCE, AND PRIVACY WEB SITE AT HTTP://WWW.UPENN.EDU/AUDIT/OACP UNDER PRINCIPLES OF RESPONSIBLE CONDUCT. FINANCIAL STATEMENTS - THE UNIVERSITY'S ANNUAL REPORT IS PRODUCED BY THE OFFICE OF THE VICE PRESIDENT AND TREASURER IN CONJUNCTION WITH THE OFFICE OF THE COMPTROLLER AND INCLUDES THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS, SUMMARY OF ENDOWMENT PERFORMANCE, AND MESSAGES FROM EXECUTIVE MANAGEMENT. ANNUAL REPORTS ARE PUBLISHED AFTER THE CLOSE OF EACH FISCAL YEAR (JULY 1 TO JUNE 30) AND ARE AVAILABLE ON THE COMPTROLLER WEB SITE AT HTTP://WWW.FINANCE.UPENN.EDU/COMPTROLLER UNDER ANNUAL REPORTS. --------------------
DETAIL OF OTHER CHANGES IN NET ASSETS- FORM 990, PART XI, LINE 9	PENSION & OTHER POSTRETIREMENT PLAN ADJ. $(39,856,000)

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (9 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Address Line1ForeignAddress/AddressLine1	CityForeignAddress/City	Province Or StateForeignAddress/ProvinceOrState	CountryForeignAddress/Country	Postal CodeForeignAddress/PostalCode	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
RA CITRUS-HEIGHT REMAINDERCO LLC
6162 SAN JUAN AVE	CITRUS HEIGHTS	CA	95610	134018559	REMAINDER	CA	$0	$0	NA
RA FLINT REMAINDERCO LLC
5014 CLIO ROAD	FLINT	MI	48501	134018594	REMAINDER	MI	$0	$0	NA
RA GIBBSTOWN REMAINDERCO LLC
380 HARMONY ROAD	GIBBSTOWN	NJ	08027	231352685	REMAINDER	NJ	$0	$0	NA
RA BLYTHE REMAINDERCO LLC
890 E HOBSON WAY	BLYTHE	CA	92225	231352685	REMAINDER	CA	$0	$0	NA
RA CLAREMONT REMAINDERCO LLC
45-99 WASHINGTON STREET	CLAREMONT	NH	03743	231352685	REMAINDER	NH	$0	$0	NA
RA03 NEW OXFORD REMAINDERCO LLC
5675 YORK ROAD	NEW OXFORD	PA	17350	231352685	REMAINDER	PA	$0	$0	NA
UNIV OF PENN USA FOUNDATION LTD
				980387770	CHARITY		$1,190,807	$2,329,970	TRUSTEES	19 NORCOTT ROAD	LONDON	ENGLAND	UK	N167EJ	UK
UNIV OF PENN (HK) FND LIMITED
				981062727	CHARITY		$7,745	$258,212	TRUSTEES	ROOM 8 7/F K WAH CENTRE	191 JAVA RD	HONG KONG	HK		HK
LEARNING ALLIANCE LLC
1398 WLIMINGTON PIKE	WEST CHESTER	PA	19383	562351966	EDUCATIONAL	PA	-$25,370	$2,763,891	TRUSTEES

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (33 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Controlled OrganizationControlledOrganizationInd
ABRAMSON INSTITUTE
1086 PENLLYN BLUE BELL PIKE	BLUE BELL	PA	19422	232929823	MED RESEARCH	PA	501(C)(3)	4	NA	false
CLINICAL CARE ASSOCIATES OF UPHS
250 KING OF PRUSSIA RD 4TH FL	RADNOR	PA	19087	232729852	HEALTHCARE	PA	501(C)(3)	9	TRUSTEES	Yes (true)
UNIVERSITY CLUB AT PENN INC
3611 WALNUT STREET	PHILADELPHIA	PA	19104	236299508	FAC. CLUB	PA	501(C)(3)	11, A	TRUSTEES	Yes (true)
FRANKLIN SPECIALTY PHYSICIANS
3451 WALNUT STREET	PHILADELPHIA	PA	19104	232992715	SUPPORT ORG	PA	501(C)(3)	11, B	PA HOSPITAL	Yes (true)
HALL MERCER HOSPITAL
1735 MARKET STREET	PHILADELPHIA	PA	19103	236002383	SUPPORT ORG	PA	501(C)(3)	11, A	NA	false
OAP INC
3451 WALNUT STREET ROOM 329	PHILADELPHIA	PA	19104	231986931	SUPPORT ORG	PA	501(C)(3)	11, A	TRUSTEES	Yes (true)
PENN CENTER FOR REHAB AND CARE
3609 CHESTNUT STREET	PHILADELPHIA	PA	19104	232422635	HEALTHCARE	PA	501(C)(3)	3	PMC	Yes (true)
PENN CLUB OF NEW YORK INC
30 WEST 44TH STREET	NEW YORK	NY	10036	232726687	CLUB	NY	501(C)(7)	N/A	NA	false
PENN PRAXIS INC
210 SOUTH 34TH STREET	PHILADELPHIA	PA	19104	752974931	SUPPORT ORG	PA	501(C)(3)	11, A	TRUSTEES	Yes (true)
PENN PRESS INC
3905 SPRUCE STREET	PHILADELPHIA	PA	19107	231876142	PUBLISHING	PA	501(C)(3)	11, A	TRUSTEES	Yes (true)
PENNSYLVANIA HOSPITAL OF UPHS
800 SPRUCE STREET	PHILADELPHIA	PA	19107	311538725	HEALTHCARE	PA	501(C)(3)	3	TRUSTEES	Yes (true)
PGH DEVELOPMENT CORP
426 CURIE BLVD	PHILADELPHIA	PA	19104	232351015	SUPPORT ORG	PA	501(C)(3)	11, A	NA	false
PHOENIXVILLE HOSPITAL OF UPHS
3001 MARKET STREET 3RD FLOOR	PHILADELPHIA	PA	19104	232901089	SUPPORT ORG	PA	501(C)(3)	11, B	TRUSTEES	Yes (true)
PRESBYTERIAN ANESTHESIOLOGY FOUNDATION
51 NORTH 39TH STREET	PHILADELPHIA	PA	19104	232561573	SUPPORT ORG	PA	501(C)(3)	11, B	PMC	Yes (true)
PRESBYTERIAN MEDICAL CENTER OF UPHS
51 NORTH 39TH STREET	PHILADELPHIA	PA	19104	232810852	HEALTHCARE	PA	501(C)(3)	3	TRUSTEES	Yes (true)
PRESBYTERIAN MULTI-SPECIALTY GROUP
51 NORTH 39TH STREET	PHILADELPHIA	PA	19104	232723154	HEALTHCARE	PA	501(C)(3)	3	PMC	Yes (true)
PRESBYTERIAN PERSONAL CARE RESIDENCE
51 NORTH 39TH STREET	PHILADELPHIA	PA	19104	232294713	HEALTHCARE	PA	501(C)(3)	3	PMC	Yes (true)
SAY YES TO EDUCATION FOUNDATION
3451 WALNUT STREET ROOM 329	PHILADELPHIA	PA	19104	222883885	EDU SUPPORT	PA	501(C)(3)	11, C	TRUSTEES	Yes (true)
SS HUEBNER FOUNDATION FOR INSURANCE EDUC
3000 STEINBERG HALL	PHILADELPHIA	PA	19104	236297325	EDU SUPPORT	PA	501(C)(3)	11, A	NA	false
UNIVERSITY CITY ASSOCIATES INC
3451 WALNUT STREET ROOM 329	PHILADELPHIA	PA	19104	233021159	SUPPORT ORG	PA	501(C)(3)	11, A	TRUSTEES	Yes (true)
UPENN RETIREE BENEFITS TRUST
3451 WALNUT STREET ROOM 329	PHILADELPHIA	PA	19104	232769744	BENEFITS	PA	501(C)(3)	11, A	TRUSTEES	Yes (true)
WISSAHICKON HOSPICE OF UPHS
150 MONUMENT ROAD SUITE 300	BALA CYNWYD	PA	19004	232152662	HOSPICE CARE	PA	501(C)(3)	9	TRUSTEES	Yes (true)
WOMEN'S AND CHILDREN'S HEALTH SERVICES
700 SPRUCE STREET	PHILADELPHIA	PA	19106	232248956	HEALTHCARE	PA	501(C)(3)	3	PA HOSPITAL	Yes (true)
THE ASC TRUST OF THE UNIV OF PA
1500 MARKET ST STE 3500E	PHILADELPHIA	PA	19102	810550464	SUPPORT ORG	PA	501(C)(3)	11, D	NA	false
UPENN INTERNATIONAL
3451 WALNUT STREET SUITE 731	PHILADELPHIA	PA	19104	454985731	SUPPORT ORG	PA	501(C)(3)	11, A	TRUSTEES	Yes (true)
THE CHESTER COUNTY HOSPITAL
701 E MARSHALL STREET	WEST CHESTER	PA	19380	230469150	Hospital	PA	501(C)(3)	7	CCH&HS	Yes (true)
NEIGHBORHOOD HEALTH AGENCIES INC
795 E MARSHALL STREET	WEST CHESTER	PA	19380	232324782	NURSING	PA	501(C)(7)	11, A	CCH&HS	Yes (true)
NEIGHBORHOOD VISITING NURSE ASSOCIATION
795 E MARSHALL STREET	WEST CHESTER	PA	19380	231352243	NURSING	PA	501(C)(3)	7	CCH&HS	Yes (true)
NEIGHBORHOOD LEAGUE HEALTH SERVICES
795 E MARSHALL STREET	WEST CHESTER	PA	19380	232324787	HEALTH SERV.	PA	501(C)(3)	9	CCH&HS	Yes (true)
CHESTER COUNTY HOSPITAL & HEALTH SYSTEM
701 E MARSHALL STREET	WEST CHESTER	PA	19380	264233321	MGMT SERV.	PA	501(C)(3)	11, A	TRUSTEES	Yes (true)
UPENN MASTER RETIREMENT TRUST
3451 WALNUT STREET ROOM 305	PHILADELPHIA	PA	19106	043574136	RETIRE TRUST	PA	501(A)	N/A	TRUSTEES	Yes (true)
CARL V S PATTERSON 19 UN OF PA
C/O PNC BANK 620 LIBERTY AVE 10FL	PITTSBURGH	PA	15222	236415355	SUPPORT TRUST	PA	4947(A)(1)	N/A	NA	false
MORRIS EST LYDIA T DECD TW
1525 W WT HARRIS BLVD	CHARLOTTE	NC	28262	236210940	SUPPORT TRUST	NC	501(C)(3)	11, C	NA	false

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (8 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1	General Or Managing PartnerGeneralOrManagingPartnerInd	Address Line1ForeignAddress/AddressLine1	Province Or StateForeignAddress/ProvinceOrState	CountryForeignAddress/Country	Postal CodeForeignAddress/PostalCode	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Disproportionate AllocationsDisproportionateAllocationsInd	UBI Code VUBICodeVAmt	OwnershipOwnershipPct
NEIGHBRHD PRES & DEV FUND LP
240 NEW YORK DR STE 1	FORT WASHINGTON	PA	19034	233037919	RENTAL	PA	UCA	false
SISU CAP PRIV EQUITY FUND B
					INVESTMENT		TRUSTEES	false	1 RED PLACE	LO	UK	W1K 6PL	UK	EXCLUDED FROM TAX	-$6,799,525	$3,880,885	false	$0	0.58980
SISU CAP PRIV EQUITY FUND E
					INVESTMENT		TRUSTEES	false	1 RED PLACE	LO	UK	W1K 6PL	UK	EXCLUDED FROM TAX	-$59,696	$2,977,027	false	$0	0.74548
DVG 1740 FUND LP
ONE FAWCETT PLACE	GREENWICH	CT	06830	800961539	INVESTMENT	CT	TRUSTEES	false						EXCLUDED FROM TAX	$218,587	$40,636,763	false	$0	1.00000
GALLOPAVO LP
2000 McKINNEY AVE STE 2125	DALLAS	TX	75201	464621967	INVESTMENT	TX	TRUSTEES	false						EXCLUDED FROM TAX	-$5,139,456	$171,440,658	false	$0	1.00000
FERN HILL PARTNERSHIP III LP
929 SOUTH HIGH STREET	WEST CHESTER	PA	19382	300409614	RENTAL	PA	THHS	false
FERN HILL LLC
929 SOUTH HIGH STREET	WEST CHESTER	PA	19382	233005147	RENTAL	PA	THHS	false
OAKLANDS WAY MEDICAL BUILDING ASSOCIATES
929 SOUTH HIGH STREET	WEST CHESTER	PA	19382	830490251	RENTAL	PA	THHS	false

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (14 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Address Line1ForeignAddress/AddressLine1	CityForeignAddress/City	Province Or StateForeignAddress/ProvinceOrState	CountryForeignAddress/Country	Postal CodeForeignAddress/PostalCode
CLINICAL HEALTH CARE ASSOC
250 KING OF PRUSSIA ROAD 4TH FLOOR	RADNOR	PA	190875220	232865181	PHYS MGMT	PA	CCA	CORPORATION	Yes (true)
DELANCEY CORPORATION
510 WALNUT STREET SUITE 420	PHILADELPHIA	PA	19106	232060159	RENTAL	PA	PA HOSPITAL	CORPORATION	Yes (true)
FRANKLIN CASUALTY INSURANCE CO
PO BOX 350	BURLINGTON	VT	054020530	043378984	INSURANCE	VT	TRUSTEES	CORPORATION	Yes (true)	-$150,943	$27,254,121	1.00000
PENN TOWER HOTEL INC
3401 WALNUT STREET SUITE 440A	PHILADELPHIA	PA	19104	232812573	HOTEL/RESTAUR	PA	TRUSTEES	CORPORATION	Yes (true)	$1,608,080	$13,661,272	1.00000
PRESBYTERIAN MEDICAL SERVICES
39TH AND MARKET STREET	PHILADELPHIA	PA	19104	232307991	HEALTHCARE	PA	PMC	CORPORATION	Yes (true)
QUAKER INSURANCE COMPANY LTD
3451 WALNUT ST ROOM 329	PHILADELPHIA	PA	19104	300708282	SELF-INSURANC		TRUSTEES	CORPORATION	Yes (true)	$10,850,666	$180,155,994	1.00000	BD
PENN WHARTON CONSULTING (BEIJING) CO LTD
					EDUCATION		UPENN INT'L	WOFE	Yes (true)				CH	CHINA WORLD TOWER 1 14F	CHAOYANG DIST.	BEIJING	CH	100004
NAYA 1740 FUND LTD
					INVESTMENTS		TRUSTEES	FOREIGN CORP	Yes (true)	$8,668,303	$156,008,871	1.00000	CJ	PO BOX 309 UGLAND HOUSE		GRAND CAYMAN	CJ	KY1-1104
PINE RIVER 1740 FUND LTD
				981110661	INVESTMENTS		TRUSTEES	FOREIGN CORP	Yes (true)	$1,004,998	$121,335,240	1.00000	CJ	PO BOX 309 UGLAND HOUSE		GRAND CAYMAN	CJ	KY1-1104
PINE RIVER 1740 TACTICAL FUND LTD
				981110518	INVESTMENTS		TRUSTEES	FOREIGN CORP	Yes (true)	$98,465	$36,787,865	1.00000	CJ	PO BOX 309 UGLAND HOUSE		GRAND CAYMAN	CJ	KY1-1104
TURK'S HEAD HEALTH SERVICES
701 E MARSHALL STREET	WEST CHESTER	PA	19380	232329753	MEDICAL SERV.	PA	CCH&HS	CORPORATION	Yes (true)
PROFESSIONAL PROVIDERS INC
701 E MARSHALL STREET	WEST CHESTER	PA	19380	233076589	PHYSICIAN SERV.	PA	CCH&HS	CORPORATION	Yes (true)
CHESTER COUNTY OBGYN ASSOCIATES INC
701 E MARSHALL STREET	WEST CHESTER	PA	19380	300073633	OB/GYN SERV.	PA	CCH&HS	CORPORATION	Yes (true)
CHARITABLE REMAINDER TRUSTS (67)
					N/A	PA	NA	REMAINDER TRUST	false

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

Transactions Related Org TransactionsRelatedOrgGrp (11 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
DVG 1740 FUND LP
B	$40,000,000	FMV
FRANKLIN CASUALTY INSURANCE CO
R	$44,391,820	FMV
GALLOPAVO LP
B	$100,000,000	FMV
NAYA 1740 FUND LTD
B	$60,000,000	FMV
PENN PRAXIS INC
O,R	$501,285	FMV
PENN TOWER HOTEL INC
A	$1,500,000	FMV
PENNSYLVANIA HOSPITAL OF UPHS
K,O,P	$42,539,125	FMV
PRESBYTERIAN MEDICAL CENTER OF UPHS
K,O,P	$48,508,150	FMV
UPENN INTERNATIONAL
B	$4,206,506	FMV
UPENN RETIREE BENEFITS TRUST
B	$28,596,732	FMV
WISSAHICKON HOSPICE OF UPHS
O,P,R	$2,620,034	FMV

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	DETAIL OF CHAR. REMAINDER TRUSTS- FORM 990, SCHEDULE R, PART IV, LINE 4	FormAndLineReferenceDesc
Explanation	AS OF JUNE 30, 2014, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") HELD INTERESTS IN 2 CHARITABLE REMAINDER TRUSTS IN FLORIDA, 1 CHARITABLE REMAINDER TRUST IN NEW YORK AND 64 CHARITABLE REMAINDER TRUSTS IN PENNSYLVANIA WHERE THE UNIVERSITY HAD MORE THAN 50% OF THE BENEFICIAL INTERESTS IN THE TRUSTS.	ExplanationTxt