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TRINITY UNIVERSITY: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
TRINITY UNIVERSITY (EIN 74-1109633)
Tax period
2024-06-01 to 2025-05-31
Filed
2026-04-13
IRS object ID
202601049349300000
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-13T22:32:46+00:00ReturnTs
Tax Period End2025-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14801 Olympia Park Plaza Suite 4000AddressLine1Txt
CityLouisvilleCityNm
State AbbreviationKYStateAbbreviationCd
ZIP402412098ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN741109633EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Trinity UniversityBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRINBusinessNameControlTxt
Phone2109997301PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 Trinity PlAddressLine1Txt
CitySan AntonioCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78212ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMark A DetterickPersonNm
Person TitleVP Finance and AdministrationPersonTitleTxt
Signature2026-04-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRachel SpurlockPreparerPersonNm
PTINP00520729PTIN
Phone5023263996PhoneNum
Preparation2026-04-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1VANESSA B BEASLEYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 Trinity PlAddressLine1Txt
CitySan AntonioCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78212ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$571,426,989GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.trinity.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1869FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionTRINITY UNIVERSITY IS AN INDEPENDENT CO-EDUCATIONAL UNIVERSITY WHOSE MISSION IS EXCELLENCE IN THE INTERRELATED AREAS OF TEACHING, RESEARCH AND SERVICES.ActivityOrMissionDesc
Voting Members Governing Body37VotingMembersGoverningBodyCnt
Voting Members Independent37VotingMembersIndependentCnt
Total Employee2360TotalEmployeeCnt
Total Volunteers38TotalVolunteersCnt
Total Gross UBI$2,844,625TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$177,463NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$56,014,227PYContributionsGrantsAmt
CY Contributions Grants$38,434,865CYContributionsGrantsAmt
PY Program Service Revenue$163,606,010PYProgramServiceRevenueAmt
CY Program Service Revenue$170,611,947CYProgramServiceRevenueAmt
PY Investment Income$115,530,173PYInvestmentIncomeAmt
CY Investment Income$129,308,567CYInvestmentIncomeAmt
PY Other Revenue$3,521,950PYOtherRevenueAmt
CY Other Revenue$12,165,288CYOtherRevenueAmt
PY Total Revenue$338,672,360PYTotalRevenueAmt
CY Total Revenue$350,520,667CYTotalRevenueAmt
PY Grants And Similar Paid$79,902,737PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$82,636,431CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$95,796,978PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$102,481,474CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,747,298CYTotalFundraisingExpenseAmt
PY Other Expenses$95,335,032PYOtherExpensesAmt
CY Other Expenses$107,072,107CYOtherExpensesAmt
PY Total Expenses$271,034,747PYTotalExpensesAmt
CY Total Expenses$292,190,012CYTotalExpensesAmt
PY Revenues Less Expenses$67,637,613PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$58,330,655CYRevenuesLessExpensesAmt
Total Assets BOY$2,348,224,835TotalAssetsBOYAmt
Total Assets EOY$2,441,443,432TotalAssetsEOYAmt
Total Liabilities BOY$282,316,103TotalLiabilitiesBOYAmt
Total Liabilities EOY$272,143,979TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,065,908,732NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,169,299,453NetAssetsOrFundBalancesEOYAmt
MissionTRINITY UNIVERSITY IS AN INDEPENDENT CO-EDUCATIONAL UNIVERSITY WHOSE MISSION IS EXCELLENCE IN THE INTERRELATED AREAS OF TEACHING, RESEARCH AND SERVICES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$233,363,110ExpenseAmt
Grant$82,636,431GrantAmt
Revenue$182,817,147RevenueAmt
DescTrinity University, one of the nation's top private undergraduate institutions, is known for its superior academic quality, personalized attention with outstanding faculty, exceptional resources, real-world preparation, and vibrant campus life. Trinity is a community that encourages students to discover, grow, and become passionate, productive individuals. The University's principal focus is on undergraduate education, but it also offers selected graduate programs in professional fields. In addition, the University provides various research and other sponsored projects as well as public service programs of continuing education, intellectual enlightenment, and cultural enrichment. The University attracts talented and highly motivated students to its predominantly full-time, residential student body. Enrollment was 2,595 annual students for FY25 which represents the full-time equivalent of undergraduate and graduate students; 4.8% of these students come from outside the United States and 78% are from within Texas. The University received 12,506 first-year undergraduate applications for fall 2025 with an acceptance rate of 26%. The University's yield was 20%, generating enrollment of 650 first-year students. Student charges (net tuition, fees, room and board) were $88 million. Total scholarships and grants were $82.6 million. The source of funding for these scholarships includes operating funds, endowment funds and external grants and contribution revenue. Scholarship and student aid expenses continue to grow, reflecting the University's commitment to providing access to a broad spectrum of students and increased market competition in recent years. Although student tuition continues to increase, net student revenues are growing at a significantly slower pace in recent years due to the increased number of students receiving financial aid and the increase in the average aid package per student. Trinity University completed another strong year in pursuit of its mission to educate and mold the leaders of the future in a residential liberal arts environment. The University is well positioned to complete its robust strategic vision of defining the liberal arts experience for the 21st century.Desc
Total Program Service Expenses$233,363,110TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document3511IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2360EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsYes (true)NondeductibleContributionsInd
Nondeductible Contri DisclYes (true)NondeductibleContriDisclInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncYes (true)SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members37GoverningBodyVotingMembersCnt
Independent Voting Member37IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Yvonne CortezBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2109997303PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 Trinity PlAddressLine1Txt
CitySan AntonioCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78212ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Cydney Donnell
VICE-CHAIR (BEG 05/2025)1.02.0Yes (X)Yes (X)$0$0$0
Erin Baker
VICE-CHAIR (End 05/2025), TRUSTEE1.02.0Yes (X)Yes (X)$0$0$0
Jeffrey Mueller
TREASURER1.02.0Yes (X)Yes (X)$0$0$0
Steven Mach
SECRETARY1.01.0Yes (X)Yes (X)$0$0$0
Ted Beneski
CHAIR1.02.0Yes (X)Yes (X)$0$0$0
Annell Bay
TRUSTEE1.01.0Yes (X)$0$0$0
April Ancira
TRUSTEE1.01.0Yes (X)$0$0$0
Christopher Kinsey
TRUSTEE1.02.0Yes (X)$0$0$0
Darsh Singh
TRUSTEE1.02.0Yes (X)$0$0$0
Dr Shari Becker Albright
TRUSTEE1.01.0Yes (X)$0$0$0
E Carey Joullian IV
TRUSTEE1.01.0Yes (X)$0$0$0
Gen James T Hill
TRUSTEE1.01.0Yes (X)$0$0$0
Janet St Clair Dicke
TRUSTEE1.01.0Yes (X)$0$0$0
Jelynne L Jamison
TRUSTEE1.01.0Yes (X)$0$0$0
Jessica Thorne
TRUSTEE1.01.0Yes (X)$0$0$0
Jim Freeman
TRUSTEE1.01.0Yes (X)$0$0$0
John Brozovich
TRUSTEE1.02.0Yes (X)$0$0$0
John C Korbell
TRUSTEE1.01.0Yes (X)$0$0$0
John Thornton
TRUSTEE1.01.0Yes (X)$0$0$0
John Tobola
TRUSTEE (Beg 02/2025)1.01.0Yes (X)$0$0$0
Katherine Klinger
TRUSTEE1.01.0Yes (X)$0$0$0
L Herbert Stumberg Jr
TRUSTEE1.02.0Yes (X)$0$0$0
Marshall A Hess
TRUSTEE1.02.0Yes (X)$0$0$0
Melody Meyer
TRUSTEE1.01.0Yes (X)$0$0$0
Michael Lynd Jr
TRUSTEE1.01.0Yes (X)$0$0$0
Miles C Cortez
TRUSTEE1.01.0Yes (X)$0$0$0
Nicholas R Severino
TRUSTEE1.01.0Yes (X)$0$0$0
Oliver Lee
TRUSTEE1.02.0Yes (X)$0$0$0
Pat Semmes
TRUSTEE1.01.0Yes (X)$0$0$0
Paul Hensley
TRUSTEE (Beg 02/2025)1.01.0Yes (X)$0$0$0
Richard Kannwischer
TRUSTEE1.01.0Yes (X)$0$0$0
Ruth Agather
TRUSTEE1.01.0Yes (X)$0$0$0
Sally Deitch
TRUSTEE1.01.0Yes (X)$0$0$0
Scott Tinker
TRUSTEE1.02.0Yes (X)$0$0$0
Stephen Butt
TRUSTEE1.01.0Yes (X)$0$0$0
Thomas Evans
TRUSTEE (End 03/2025)1.01.0Yes (X)$0$0$0
Thomas Schluter
TRUSTEE1.01.0Yes (X)$0$0$0
William Scanlan
TRUSTEE1.01.0Yes (X)$0$0$0
Mark A Detterick
VP Finance and Administration (Beg 06/2024)40.02.0Yes (X)$227,748$0$30,137
Vanessa B Beasley
President40.02.0Yes (X)$633,090$0$161,321
Andrew Wells
VP for Student Affairs40.00$243,689$0$37,139Yes (X)
Brandi Jones
VP of People, Culture & Community40.00$231,134$0$25,312Yes (X)
Craig Crow
Chief Investment Officer40.00$1,053,672$0$112,007Yes (X)
Eric Maloof
VP Enrollment Mgmt40.00$347,508$0$56,143Yes (X)
Erika Robinson
General Counsel40.00$249,551$0$37,877Yes (X)
Frank Guerra
VP for Strategic Communications and Marketing (END 02/2025)40.00$243,967$0$37,657Yes (X)
Megan Mustain
Provost and VP for Academic Affairs40.00$304,948$0$46,667Yes (X)
Michael Bacon
VP Alumni Relations and Development40.00$378,438$0$58,921Yes (X)
Alison Hermann
Investment Director-Marketables40.00$277,387$0$22,309Yes (X)
David Macpherson
EM Stevens Professor Of Economics40.00$286,276$0$53,152Yes (X)
Luis Giavedoni
Brackenridge Distinguished Professor40.00$265,619$0$31,559Yes (X)
Marcia Watson
Jesse H Jones Professor of Business40.00$264,252$0$44,750Yes (X)
Robert Scherer
Dean: Neidorff School of Business40.00$311,461$0$45,918Yes (X)
Gary L Logan
Former VP Finance and Administration (End 5/2024)40.02.0$191,675$0$28,822Yes (X)
Sheryl Tynes
Former Key Employee40.00$203,640$0$23,539Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,714,055TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$853,230TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K240IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Turner Construction
10100 Reunion Place Ste 705San AntonioTX78216CONSTRUCTION$12,939,470
Compass Group-Chartwells
PO BOX 417632BostonMA02241MEALS & FOOD SERVICE$10,644,815
Malitz Construction
8634 Crownhill BlvdSan AntonioTX78209CONSTRUCTION$8,537,157
ABM Industries Inc
14141 Southwest Fwy Ste 400Sugar LandTX77478HOUSEKEEPING$2,594,780
Computer Solutions
14410 Wurzbach Pkwy Ste 175San AntonioTX78216IT Services: Consulting, Software License/Maintenance$2,561,382
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K105CntrctRcvdGreaterThan100KCnt
Related Organizations$3,164,780RelatedOrganizationsAmt
Government Grants$8,143,516GovernmentGrantsAmt
All Other Contributions$27,126,569AllOtherContributionsAmt
Noncash Contributions$5,059,221NoncashContributionsAmt
Total Contributions$38,434,865TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES611600$140,455,370$140,455,370
RESIDENCE HALLS611600$20,299,842$20,299,842
FOOD SERVICE611600$9,532,360$9,532,360
Student Loan Interest900099$324,375$324,375

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$170,611,947TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$72,858,967TotalRevenueColumnAmt
Unrelated Business Revenue$1,854,000UnrelatedBusinessRevenueAmt
Exclusion$71,004,967ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$19,961RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$74,922RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$54,961RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$54,961TotalRevenueColumnAmt
Related Or Exempt Func Income$7,150RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$62,111UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$277,281,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$220,831,400SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$56,449,600SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$56,449,600TotalRevenueColumnAmt
Unrelated Business Revenue$1,030,537UnrelatedBusinessRevenueAmt
Exclusion$55,419,063ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Historic Tax Credit Revenue900099$8,558,089$8,558,089
Conferences, Events and Special Programs900099$1,836,816$1,836,816
Auxilary and operating revenue900099$464,050$464,050

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,361,294TotalRevenueColumnAmt
Related Or Exempt Func Income$1,339,095RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$22,199UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$12,220,249OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$350,520,667TotalRevenueColumnAmt
Related Or Exempt Func Income$182,817,147RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,844,625UnrelatedBusinessRevenueAmt
Exclusion$126,424,030ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$82,636,431TotalAmt
Program Services$82,636,431ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,563,704TotalAmt
Program Services$1,005,157ProgramServicesAmt
Management And General$4,106,703ManagementAndGeneralAmt
Fundraising$451,844FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$289,745TotalAmt
Program Services$239,076ProgramServicesAmt
Management And General$50,669ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$74,763,411TotalAmt
Program Services$63,336,340ProgramServicesAmt
Management And General$8,749,567ManagementAndGeneralAmt
Fundraising$2,677,504FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$6,038,134TotalAmt
Program Services$4,953,167ProgramServicesAmt
Management And General$853,198ManagementAndGeneralAmt
Fundraising$231,769FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$10,724,311TotalAmt
Program Services$4,329,802ProgramServicesAmt
Management And General$6,064,500ManagementAndGeneralAmt
Fundraising$330,009FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,102,169TotalAmt
Program Services$4,970,913ProgramServicesAmt
Management And General$106,931ManagementAndGeneralAmt
Fundraising$24,325FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$798,353TotalAmt
Program Services$15,144ProgramServicesAmt
Management And General$783,209ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$376,012TotalAmt
Management And General$376,012ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$20,493TotalAmt
Management And General$20,493ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$19,258,362TotalAmt
Management And General$19,258,362ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$24,811,141TotalAmt
Program Services$21,237,759ProgramServicesAmt
Management And General$3,388,808ManagementAndGeneralAmt
Fundraising$184,574FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$373,267TotalAmt
Program Services$243,366ProgramServicesAmt
Management And General$120,518ManagementAndGeneralAmt
Fundraising$9,383FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,473,757TotalAmt
Program Services$2,179,855ProgramServicesAmt
Management And General$204,386ManagementAndGeneralAmt
Fundraising$89,516FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$6,294,784TotalAmt
Program Services$4,076,606ProgramServicesAmt
Management And General$2,179,155ManagementAndGeneralAmt
Fundraising$39,023FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$25,913TotalAmt
Program Services$25,913ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,070,076TotalAmt
Program Services$6,046,869ProgramServicesAmt
Management And General$853,421ManagementAndGeneralAmt
Fundraising$169,786FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,097,712TotalAmt
Program Services$4,729,894ProgramServicesAmt
Management And General$269,286ManagementAndGeneralAmt
Fundraising$98,532FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$195,562TotalAmt
Program Services$116,988ProgramServicesAmt
Management And General$69,476ManagementAndGeneralAmt
Fundraising$9,098FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$7,405,657TotalAmt
Program Services$5,732,664ProgramServicesAmt
Management And General$1,672,993ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$17,290,027TotalAmt
Program Services$15,118,590ProgramServicesAmt
Management And General$2,171,437ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,749,139TotalAmt
Program Services$28,366ProgramServicesAmt
Management And General$1,720,773ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Participant Support and/or Internship Related$2,910,738$2,901,738$9,000
Events and Lecture Expense$2,408,088$1,897,701$217,601$292,786
Continuing Commitments$1,658,780$1,655,861$1,751$1,168
Non-capitalized pp&E, repair & maintenance of assets$1,400,433$1,043,307$354,695$2,431

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,453,813TotalAmt
Program Services$4,841,603ProgramServicesAmt
Management And General$476,660ManagementAndGeneralAmt
Fundraising$135,550FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$292,190,012TotalAmt
Program Services$233,363,110ProgramServicesAmt
Management And General$54,079,604ManagementAndGeneralAmt
Fundraising$4,747,298FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$773,414BOYAmt
EOY$5,749,161EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$17,577,038BOYAmt
EOY$21,791,273EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$20,335,234BOYAmt
EOY$18,483,696EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,890,049BOYAmt
EOY$11,264,282EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$105,640BOYAmt
EOY$123,574EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$13,655,203BOYAmt
EOY$17,335,667EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$674,066,418LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$274,648,914LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$382,514,870BOYAmt
EOY$399,417,504EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$786,742,187BOYAmt
EOY$793,443,474EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$636,645,410BOYAmt
EOY$703,067,753EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$72,464,115BOYAmt
EOY$40,405,610EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$415,521,675BOYAmt
EOY$430,361,438EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,348,224,835BOYAmt
EOY$2,441,443,432EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$35,710,939BOYAmt
EOY$29,828,925EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,626,435BOYAmt
EOY$3,407,051EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$241,149,746BOYAmt
EOY$237,208,975EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$621,010BOYAmt
EOY$152,656EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,207,973BOYAmt
EOY$1,546,372EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$282,316,103BOYAmt
EOY$272,143,979EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$802,265,872BOYAmt
EOY$823,450,395EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,263,642,860BOYAmt
EOY$1,345,849,058EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,065,908,732BOYAmt
EOY$2,169,299,453EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,348,224,835BOYAmt
EOY$2,441,443,432EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$58,330,655ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$56,952,447NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$11,412,805PriorPeriodAdjustmentsAmt
Other Changes In Net Assets-$479,576OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,827,401CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$42,699,136CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,993,776CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,014,227CurrentTaxYearMinus1YearAmt
Current Tax Year$38,434,865CurrentTaxYearAmt
Total$190,969,405TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

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

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

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

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,827,401CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$42,699,136CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,993,776CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,014,227CurrentTaxYearMinus1YearAmt
Current Tax Year$38,434,865CurrentTaxYearAmt
Total$190,969,405TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$16,581,438SubstantialContributorsTotAmt
Public Support Total170$174,387,966PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$112,455,297CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,034,364CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,027,903CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$63,916,178CurrentTaxYearMinus1YearAmt
Current Tax Year$71,024,928CurrentTaxYearAmt
Total$307,458,670TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

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

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$498,428,075TotalSupportAmt
Gross Receipts Rltd Activities$784,914,520GrossReceiptsRltdActivitiesAmt
Public Support CY1700.34988PublicSupportCY170Pct
Public Support PY1700.3703PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part I, Line 2 Explanation of FilingFormAndLineReferenceDesc
ExplanationTo qualify for limited donor disclosure under the special rule on Schedule B, the public support test has been completed to demonstrate the University meets the quantitative support test under Section 509(a)(1) of the Internal Revenue Code, which requires an organization to receive a substantial part of its support from a governmental unit or from the general public.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$10,493DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$10,000OtherActivitiesAmt
Total Lobbying Expenditures$20,493TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationThe University employs one part-time individual in San Antonio whose responsibilities include minimal engagement in federal and state lobbying activities. Other activities include the payment of dues to an outside registered lobbying firm in Washington, D.C. Lobbying activities included contacts through letters, phone calls, and meetings with legislators, members of their staffs, or other governmental officials, as well as meetings with local citizens regarding relevant issues. The total amount spent by Trinity University on lobbying activities represents an insignificant portion of the University's total expenditures. Trinity also paid membership dues to associations of educational institutions that may lobby on behalf of their members' interests; however, no portion of these dues was specifically allocated to lobbying costs.ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$2RevenuesIncludedAmt
Assets Included$4,589,347AssetsIncludedAmt

Held Works Art HeldWorksArtGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$0AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,427,891,172BeginningYearBalanceAmt
Contributions$14,699,535ContributionsAmt
Investment Earnings Or Losses$151,608,131InvestmentEarningsOrLossesAmt
Grants Or Scholarships$14,431,071GrantsOrScholarshipsAmt
Other Expenditures$41,857,028OtherExpendituresAmt
Administrative Expenses$19,718,789AdministrativeExpensesAmt
End Year Balance$1,518,191,950EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,270,216,511BeginningYearBalanceAmt
Contributions$32,183,672ContributionsAmt
Investment Earnings Or Losses$184,203,908InvestmentEarningsOrLossesAmt
Grants Or Scholarships$13,623,217GrantsOrScholarshipsAmt
Other Expenditures$30,821,850OtherExpendituresAmt
Administrative Expenses$14,267,852AdministrativeExpensesAmt
End Year Balance$1,427,891,172EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,303,873,955BeginningYearBalanceAmt
Contributions$9,112,606ContributionsAmt
Investment Earnings Or Losses$21,562,375InvestmentEarningsOrLossesAmt
Grants Or Scholarships$12,590,214GrantsOrScholarshipsAmt
Other Expenditures$38,486,360OtherExpendituresAmt
Administrative Expenses$13,255,851AdministrativeExpensesAmt
End Year Balance$1,270,216,511EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,294,302,907BeginningYearBalanceAmt
Contributions$9,182,913ContributionsAmt
Investment Earnings Or Losses$99,835,973InvestmentEarningsOrLossesAmt
Grants Or Scholarships$11,468,357GrantsOrScholarshipsAmt
Other Expenditures$75,732,903OtherExpendituresAmt
Administrative Expenses$12,246,578AdministrativeExpensesAmt
End Year Balance$1,303,873,955EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$908,781,329BeginningYearBalanceAmt
Contributions$99,149,633ContributionsAmt
Investment Earnings Or Losses$339,460,900InvestmentEarningsOrLossesAmt
Grants Or Scholarships$10,841,052GrantsOrScholarshipsAmt
Other Expenditures$32,182,188OtherExpendituresAmt
Administrative Expenses$10,065,715AdministrativeExpensesAmt
End Year Balance$1,294,302,907EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.3965BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.2335PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.37TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$18,846,141OtherCostOrOtherBasisAmt
Book Value$18,846,141BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$476,413,563OtherCostOrOtherBasisAmt
Depreciation$168,717,801DepreciationAmt
Book Value$307,695,762BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$66,222,997OtherCostOrOtherBasisAmt
Depreciation$44,208,959DepreciationAmt
Book Value$22,014,038BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$112,583,717OtherCostOrOtherBasisAmt
Depreciation$61,722,154DepreciationAmt
Book Value$50,861,563BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$399,417,504TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Closely-held equity interests
Financial derivatives
HEDGE FUNDS$208,457,328F
PRIVATE EQUITY/VENTURE CAPITAL$355,702,897F
REAL ESTATE$20,484,528F
MINERAL AND SURFACE INTERESTS$118,423,000F
OTHER ALTERNATIVE INVESTMENTS
FieldValueIRS element (for citing)
Total Book Value Securities$703,067,753TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescFUNDS HELD IN TRUST BY OTHERSDesc
Book Value$430,361,438BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$430,361,438TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Federal Income Taxes
ACTUARIAL LIABILITY - ANNUITIES PAY$1,546,372
FieldValueIRS element (for citing)
Total Liability$1,546,372TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$0RevenueSubtotalAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$0TotalRevenuePerForm990Amt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$0ExpensesSubtotalAmt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$0TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 4 Collections of art - description of collectionsTHE MAJORITY OF THE UNIVERSITY'S ART COLLECTION IS ON PUBLIC DISPLAY ON THE GROUNDS AND IN VARIOUS BUILDINGS ON CAMPUS. THE RARE BOOKS COLLECTION IS MAINTAINED IN THE RARE BOOK ROOM OF THE COATES LIBRARY AND MATERIALS ARE AVAILABLE FOR SCHOLARLY RESEARCH.
Schedule D, Part V, Line 4 Intended uses of endowment fundsThe University's endowment consists of numerous individual funds established to support the university in perpetuity. Annual spending is governed by a board-approved policy designed to support the general operating budget and mission of the University. Funds are used for the following: scholarships and institutional loans, library resources, faculty compensation, faculty development, facility maintenance, lectures, and general operating needs.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteThe University is exempt from federal income tax under Section 501(a) as an organization described in Section 501(c)(3) of the Internal Revenue Code (the Code). This exemption does not apply to unrelated business income, as defined by Section 512(a)(1) of the Code, which is subject to federal income tax. The University had no material tax liability resulting from such unrelated business income in 2025 or 2024. The University is subject to an excise tax of 1.4% on the University's net investment income. The excise tax is recognized as a reduction of the University's investment returns, but has no material impact on the consolidated financial statements. U.S. GAAP requires management to evaluate uncertain tax positions taken by the University. The financial statement effects of a tax position are recognized when the position is more likely than not, based on the technical merits, to be sustained upon examination by the Internal Revenue Service or the U.S. Department of the Treasury. Management has analyzed the tax positions taken by the University and has concluded that as of May 31, 2025, there are no uncertain positions taken or expected to be taken. The University has recognized no interest or penalties related to uncertain tax positions. The University is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes the University is no longer subject to income tax examinations for years prior to May 31, 2022.

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYTRINITY DOES NOT AND WILL NOT DISCRIMINATE IN ADMISSION OF STUDENTS TO STUDY AT THE UNIVERSITY, ENROLL IN CLASSES, OBTAIN ON-CAMPUS HOUSING, OR USE FACILITIES BECAUSE OF RACE, COLOR, RELIGION, SEX, AGE, NATIONAL ORIGIN, DISABILITY (IF OTHERWISE QUALIFIED FOR ADMISSION), MILITARY/VETERAN STATUS, SEXUAL ORIENTATION, OR ANY OTHER STATUS PROTECTED BY FEDERAL, STATE, OR LOCAL LAW. THE NON-DISCRIMINATION POLICY IS LISTED IN THE COURSE CATALOG, INCLUDED IN THE STUDENT HANDBOOK, AND LISTED ON THE UNIVERSITY'S WEBSITE.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTFEDERAL PERKINS LOAN PROGRAM, Direct Loans, Work Study, SEOG & Pell grants; additionally the University receives state TEG funds.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00Program ServicesRESEARCH & RECRUITING$196,176
East Asia and the Pacific00Program ServicesRESEARCH & RECRUITING$1,356,861
Europe (Including Iceland and Greenland)00Program ServicesRESEARCH & RECRUITING$1,657,639
Middle East and North Africa00Program ServicesRESEARCH & RECRUITING$289
Central America and the Caribbean00Investments$295,223,705
Europe (Including Iceland and Greenland)00Investments$8,542,988
North America (Canada & Mexico only)00Program ServicesRESEARCH & RECRUITING$358,427
South America00Program ServicesRESEARCH & RECRUITING$69,695
Sub-Saharan Africa00Program ServicesRESEARCH & RECRUITING$3,267
South Asia00Program ServicesRESEARCH & RECRUITING$1,734
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$307,410,781SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$307,410,781TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsFormAndLineReferenceDesc
ExplanationCENTRAL AMERICA AND THE CARIBBEAN-Accrual,Other; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual,Other; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-AccrualExplanationTxt

Schedule I IRS990ScheduleI

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

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
UNDERGRADUATE scholarships2413$81,415,682
GRADUATE SCHOLARSHIPS136$1,220,749

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part I, Line 1 MAINTAINING RECORDS TO SUBSTANTIATE GRANTEE'S ELIGIBILITYMAINTAINING RECORDS TO SUBSTANTIATE GRANTEE'S ELIGIBILITY, AMOUNT OF AWARD, AND SELECTION CRITERIA THE OFFICE OF STUDENT FINANCIAL SERVICES MAINTAINS RECORDS AS TO STUDENTS FINANCIAL AND ACADEMIC STANDING AND THE Eligibility REQUIREMENTS OF THE SCHOLARSHIP OR GRANT. THE UNIVERSITY UNDERGOES AN AUDIT UNDER OMB's Uniform Guidance as a review of COMPLIANCE WITH FEDERAL FINANCIAL ASSISTANCE RULES AND REGULATIONS.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant fundsTHE STUDENTS FINANCIAL AND ACADEMIC STANDING IS MONITORED BY THE OFFICE OF STUDENT FINANCIAL SERVICES TO ENSURE THAT THE STUDENTS REMAIN IN GOOD STANDING AND CONTINUE TO MEET ANY SPECIFIC REQUIREMENTS OF THE SCHOLARSHIP OR GRANT. THE UNIVERSITY UNDERGOES AN AUDIT (REQUIRED BY OMB'S UNIFORM GUIDANCE) TO AUDIT COMPLIANCE WITH FEDERAL FINANCIAL ASSISTANCE RULES AND REGULATIONS.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Gary L Logan
Former VP Finance and Administration (End 5/2024)$147,861$0$0$0$43,814$0$17,050$0$11,772$0$220,497$0$0$0
Vanessa B Beasley
President$599,382$0$30,000$0$3,708$0$134,500$0$26,821$0$794,411$0$0$0
Mark A Detterick
VP Finance and Administration (Beg 06/2024)$171,319$0$25,000$0$31,429$0$17,275$0$12,862$0$257,885$0$0$0
Sheryl Tynes
Former Key Employee$201,962$0$200$0$1,478$0$20,339$0$3,200$0$227,179$0$0$0
Craig Crow
Chief Investment Officer$516,084$0$350,000$0$187,588$0$84,500$0$27,507$0$1,165,679$0$164,348$0
Michael Bacon
VP Alumni Relations and Development$333,912$0$20,000$0$24,526$0$34,500$0$24,421$0$437,359$0$0$0
Eric Maloof
VP Enrollment Mgmt$289,516$0$0$0$57,992$0$32,136$0$24,007$0$403,651$0$0$0
Megan Mustain
Provost and VP for Academic Affairs$300,580$0$0$0$4,368$0$30,818$0$15,849$0$351,615$0$0$0
Erika Robinson
General Counsel$249,311$0$0$0$240$0$25,314$0$12,563$0$287,428$0$0$0
Frank Guerra
VP for Strategic Communications and Marketing (END 02/2025)$242,390$0$0$0$1,577$0$20,888$0$16,769$0$281,624$0$0$0
Andrew Wells
VP for Student Affairs$239,447$0$0$0$4,242$0$24,490$0$12,649$0$280,828$0$0$0
Brandi Jones
VP of People, Culture & Community$202,835$0$24,783$0$3,516$0$16,500$0$8,812$0$256,446$0$0$0
Robert Scherer
Dean: Neidorff School of Business$309,739$0$0$0$1,722$0$31,669$0$14,249$0$357,379$0$0$0
David Macpherson
EM Stevens Professor Of Economics$284,692$0$0$0$1,584$0$29,608$0$23,544$0$339,428$0$0$0
Marcia Watson
Jesse H Jones Professor of Business$263,220$0$0$0$1,032$0$27,185$0$17,565$0$309,002$0$0$0
Alison Hermann
Investment Director-Marketables$217,085$0$60,000$0$302$0$21,709$0$600$0$299,696$0$0$0
Luis Giavedoni
Brackenridge Distinguished Professor$264,461$0$0$0$1,158$0$20,198$0$11,361$0$297,178$0$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Housing allowance or residence for personal useAS A CONDITION OF EMPLOYMENT, THE UNIVERSITY PROVIDES HOUSING TO THE PRESIDENT AND CERTAIN EXECUTIVE EMPLOYEES. AN APPROPRIATE AMOUNT IS INCLUDED IN COMPENSATION, BASED ON ESTIMATED FAIR RENTAL VALUE, AND REPORTED ON FORM W-2.
Schedule J, Part I, Line 1a Health or social club dues or initiation feesCLUB MEMBERSHIPS ARE PERMITTED FOR BUSINESS USE ONLY FOR THE PRESIDENT AND VICE PRESIDENT FOR ALUMNI RELATIONS AND DEVELOPMENT. NO AMOUNTS ARE INCLUDED IN INCOME, AS ONLY BUSINESS USE IS PERMITTED.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planTRINITY UNIVERSITY'S 457(F) PLAN IS OFFERED TO THE PRESIDENT AND EXECUTIVE TEAM MEMBERS. SECTION 457(F) NON-QUALIFIED PLAN: PAID/DEFERRED Vanessa B. Beasley $0 /$100,000 Craig Crow $164,348/$50,000
Schedule J, Part I, Line 7 Non-fixed paymentsIn order to retain key talent, Trinity University maintains an incentive plan for its President and Investment Office. The incentive plan includes a provision allowing for additional compensation if specific criteria are met or performance thresholds are achieved. Contracts of certain individuals include provisions that allow them to receive additional compensation if specific criteria or circumstances are met or performance thresholds are achieved.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CITY OF SAN ANTONIO TEXAS EDUCATION FACILITIES CORP
A521351505796247CE22017-06-16$35,619,284TO PAY OFF A SHORT-TERM NOTE EXECUTED IN A PREVIOUS YEAR.falsefalsefalse
CITY OF SAN ANTONIO TEXAS EDUCATION FACILITIES CORP
B521351505796247EB62024-05-30$71,952,388To refund and defease Series 2002 bonds, finance certain education and housing facilities.falsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapital ExpendituresCapitalExpendituresAmt
A$35,619,284$444,284$35,175,0002017falsefalseYes (true)Yes (true)
B$71,952,388$560,879$11,634,844Yes (true)falsefalseYes (true)$59,756,665

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalsefalsefalse0.00.00.0falsefalse0falseYes (true)
Bfalsefalsefalsefalsefalsefalse0.00.00.0falsefalse0falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalsefalsefalseYes (true)falsefalse0falsefalsefalse0falsefalseYes (true)
BfalsefalsefalseYes (true)falsefalse0falsefalsefalse0falsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part IV, Line 2c COLUMN AIssuer name: CITY OF SAN ANTONIO, TEXAS EDUCATION FACILITIES CORP The calculation for computing no rebate due was performed on 06/06/2022
Schedule K, Part IV, Line 2c COLUMN BIssuer name: CITY OF SAN ANTONIO, TEXAS EDUCATION FACILITIES CORP The calculation for computing no rebate due was performed on 05/30/2025

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE PART VBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgSEE PART VRelationshipWithOrgTxt
Cash Grant$175,007CashGrantAmt
Type Of AssistanceMERIT SCHOLARSHIPTypeOfAssistanceTxt
Assistance PurposeEDUCATIONAssistancePurposeTxt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part IIIFormAndLineReferenceDesc
ExplanationTHE AMOUNT REPORTED PROVIDES THE MERIT SCHOLARSHIPS AWARDED BASED ON AN OBJECTIVE AND NON-DISCRIMINATORY BASIS BASED ON PRE-ESTABLISHED CRITERIA AND REVIEWED BY A SELECTION COMMITTEE. PER THE IRS INSTRUCTIONS FOR SCHEDULE L, COLLEGES, UNIVERSITIES, AND PRIMARY AND SECONDARY SCHOOLS ARE NOT REQUIRED TO IDENTIFY INTERESTED PERSONS TO WHOM THEY PROVIDED SCHOLARSHIPS, FELLOWSHIPS, AND SIMILAR FINANCIAL ASSISTANCE. INSTEAD, THESE ORGANIZATIONS MUST GROUP EACH TYPE OF FINANCIAL ASSISTANCE PROVIDED TO INTERESTED PERSONS IN SEPARATE LINES. FOR EACH LINE, THE SCHOOL IS TO REPORT IN COLUMN (C) THE TYPE OF ASSISTANCE AND AGGREGATE DOLLAR AMOUNT OF THAT ASSISTANCE; COLUMNS (A) AND (B) ARE TO BE LEFT BLANK.ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Contribution2ContributionCnt
Noncash Contributions Rpt F990$2NoncashContributionsRptF990Amt
Method Of Determining RevenuesOpinions of expertsMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$1NoncashContributionsRptF990Amt
Method Of Determining RevenuesOpinions of expertsMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Contribution106ContributionCnt
Noncash Contributions Rpt F990$4,628,118NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp

FieldValueIRS element (for citing)
Contribution1ContributionCnt
Noncash Contributions Rpt F990$429,340NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1,758NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescFabricsDesc
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I Explanations of reporting method for number of contributionsFormAndLineReferenceDesc
ExplanationSecurities - Publicly traded - NUMBER OF CONTRIBUTIONS RECEIVED Art - Works of art - NUMBER OF CONTRIBUTIONS RECEIVED Books and publications - NUMBER OF CONTRIBUTIONS RECEIVED Food inventory - Furniture NUMBER OF CONTRIBUTIONS RECEIVED Other - Fabrics NUMBER OF CONTRIBUTIONS RECEIVED Collectibles - Jewelry NUMBER OF CONTRIBUTIONS RECEIVED Securities - Partnership, LLC, or trust interests - NUMBER OF CONTRIBUTIONS RECEIVEDExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 1a Delegate broad authority to a committeeTHE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE CHAIRMAN, THE VICE CHAIRMAN, THE SECRETARY, THE TREASURER AND SUCH OTHER MEMBERS OF THE BOARD AS THE CHAIRMAN MAY DESIGNATE. THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY TO TAKE ANY ACTION WHICH THE BOARD IS AUTHORIZED TO TAKE EXCEPT FOR CERTAIN EDUCATIONAL AND MISSION, FINANCIAL, AND GOVERNANCE MATTERS. THE FOLLOWING POWERS ARE EXPLICITLY RESERVED FOR THE VOTE OF THE ENTIRE BOARD: THE UNIVERSITY'S MISSION AND TAX-EXEMPT PURPOSES, APPROVAL OF NEW OR DISCONTINUING EDUCATIONAL PROGRAMS, AND APPROVE AND AUTHORIZE ALL EARNED AND HONORARY DEGREES UPON THE FACULTY'S RECOMMENDATION; THE APPROVAL OF THE UNIVERSITY CAPITAL AND OPERATING BUDGETS, TUITION CHANGES, DEBT, PURCHASES AND SALES OF REAL PROPERTY, CONSTRUCTION AND RENOVATION PROJECTS, SPENDING POLICY GUIDELINES, AND GIFT ACCEPTANCE BY UNIVERSITY OFFICERS OR OTHER AGENTS; THE ELECTION OF TRUSTEES, BOARD MEMBERS OR UNIVERSITY OFFICERS, APPOINT THE PRESIDENT, THE AMENDMENT OF THE CHARTER OF THE UNIVERSITY OR THE BYLAWS; OR THE ESTABLISHMENT OR AMENDMENT OF ANY BOARD OR UNIVERSITY POLICY.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsTed Beneski, Herb Stumberg and Cydney Donnell - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing bodyThe 990 and supplemental schedules are prepared by a public accounting firm in collaboration with the organization's senior tax accountant. The draft return is reviewed by the V.P. Of Finance & Admin. and will BE SUBMITTED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW AND ACCEPTANCE. THE FORM 990 WILL THEN BE MADE ELECTRONICALLY AVAILABLE TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS.
Form 990, Part VI, Line 12c Conflict of interest policyA CONFLICT OF INTEREST QUESTIONNAIRE IS DISTRIBUTED TO ALL BOARD OF TRUSTEE MEMBERS, officers and key employees ANNUALLY. THE PRESIDENT'S OFFICE MONITORS ENFORCEMENT OF THE POLICY AND REPORTS ON THE STATUS TO THE AUDIT COMMITTEE, BOARD, AND EXTERNAL AUDITORS. In the event of a potential conflict of interest, the potentially conflicted individual recuses themselves from the discussions and decision process of the transaction identified as a potential conflict of interest.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialTHE COMPENSATION OF THE PRESIDENT IS SET BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES AFTER THE CHIEF HUMAN RESOURCES OFFICER GATHERS COMPARABLE PEER INSTITUTION COMPENSATION DATA FOR THE PRESIDENT AND VICE PRESIDENTS AND PROVIDES THE DATA TO THE BOARD'S COMPENSATION/EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE USES THE APPROPRIATE BENCHMARK DATA AS PART OF SETTING THE PRESIDENT'S COMPENSATION, TO ENSURE REASONABLENESS. THE COMPENSATION COMMITTEE IS COMPRISED OF SELECTED BOARD MEMBERS DISINTERESTED WITH REGARD TO THE COMPENSATION ARRANGEMENTS. THE COMPENSATION COMMITTEE KEEPS CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS. THIS PROCESS IS COMPLETED PRIOR TO THE BEGINNING OF EACH CONTRACT PERIOD BEING APPROVED.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesEACH VICE PRESIDENT'S SALARY IS RECOMMENDED BY THE PRESIDENT AFTER COMPLETING THE ANNUAL PERFORMANCE EVALUATION OF EACH VICE PRESIDENT AND THE COMPARABILITY DATA. THE PRESIDENT SUBMITS EACH VICE PRESIDENT'S SALARY AND BENEFIT RECOMMENDATION TO THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE REVIEWS THE PRESIDENT'S RECOMMENDATIONS AND COMPARABLE DATA TO ENSURE THAT COMPENSATION PACKAGES REMAIN REASONABLE. ALL OTHER SALARIES AND WAGES ARE RECOMMENDED BY THE DIVISION VICE PRESIDENTS AND APPROVED BY THE PRESIDENT. POSITIONS OTHER THAN THE PRESIDENT AND VICE PRESIDENTS ARE CONTROLLED BY A SALARY INCREASE PROCEDURE. THE SALARY INCREASE RATE IS APPROVED BY THE BOARD DURING THE ANNUAL BUDGET PROCESS.
Form 990, Part VI, Line 19 Required documents available to the publicTHE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE UNIVERSITY'S WEBSITE AND ARE AVAILABLE IN HARD COPY UPON REQUEST. THE FORM 990 IS AVAILABLE UPON REQUEST.
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue- Total Revenue: 1361294, Related or Exempt Function Revenue: 1339095, Unrelated Business Revenue: 22199, Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesChange In Value of Split Interest Agreements - -479576; Total - -479576;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
GRETCHEN NORTHRUP FOUNDATION
1 TRINITY PLACESAN ANTONIOTX78212746294095SUPPORT Trinity UniversityTX501(c)(3)Type ITrinity UniversityYes (true)
Trinity Tigers Investment Corporation
1 Trinity PlaceSan AntonioTX78212814978841Support Trinity UniversityTX501(c)(3)Type ITrinity UniversityYes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
CRUT - (1)
ONE TRINITY PLACESAN ANTONIOTX78212722870133SUPPORT UniversityTXNATrustfalse
TRINITY POOLED INCOME FUND
ONE TRINITY PLACESAN ANTONIOTX78212746178316SUPPORT UNIVersityTXNATrustfalse
CHARITABLE TRUST
SUPPORT BENEFICIARIESTXNATrustfalse
MEMORIAL TRUST
SUPPORT BENEFICIARIESTXNATrustfalse
SCHOLARSHIP FUND
SUPPORT BENEFICIARIESTXNATrustfalse
REVOCABLE TRUST
SUPPORT BENEFICIARIESTXNATrustfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1GRETCHEN C NORTHRUP FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$3,164,780InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt